UBS Wealth Management
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5,822 UBS Wealth Management employees in database. Find out everything there's to know about UBS Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Wealth Management Employees
Employee
Years
Job
Industry
Tim Hutchins Tim Hutchins's UBS Wealth Management Experience September 2014 - May 2015
Job Operations Finance Analyst at PPD
Industry Pharmaceuticals
Experience
PPD June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Kent Homes May 2014 - May 2015
Ameriprise Financial Services, Inc. March 2014 - July 2014
84 Lumber November 2012 - August 2013
Tom Smith Trade-In Center February 2012 - September 2012
Skills
Proficient with..., Sales, Customer Service, Sales Management, Microsoft Excel, Inventory Management, Pricing, Microsoft Office, Account Management, Microsoft Word, Retail, Forecasting, Leadership, PowerPoint, Customer Satisfaction
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Allegheny County 2009 — 2011
Associate of Science (AS), Business/Commerce, General
PPD June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Kent Homes May 2014 - May 2015
Ameriprise Financial Services, Inc. March 2014 - July 2014
84 Lumber November 2012 - August 2013
Tom Smith Trade-In Center February 2012 - September 2012
Skills
Proficient with..., Sales, Customer Service, Sales Management, Microsoft Excel, Inventory Management, Pricing, Microsoft Office, Account Management, Microsoft Word, Retail, Forecasting, Leadership, PowerPoint, Customer Satisfaction
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Allegheny County 2009 — 2011
Associate of Science (AS), Business/Commerce, General
Jake Saba Jake Saba's UBS Wealth Management Experience 2005 - 2008
Job Regional Director, Partner at MultiFunds, Inc.
Industry Financial Services
Experience
Multi-Funds, Inc. July 2010 - Present
RiverSource Investments 2008 - 2009
UBS Wealth Management 2005 - 2008
LiquiCell Technologies, Inc. 2003 - 2005
Industrial Management Group 2001 - 2003
Merrill Lynch 1998 - 2001
Skills
Presenter, Professional Networking, connecting, Series 7, Asset Management, Customer Relations, Strategic Partnerships, Connector, Mutual Funds, Wholesaling, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Asset Allocation, Consultative Selling, New Business Development, Business Planning, Small Business, Asset Managment, Business Development, Insurance, Financial Services, Selling, Separately Managed..., ETFs, Retirement Planning, Strategy, Wealth Management, Retirement, Securities, Uniform Combined State..., Fixed Annuities, Portfolio Management, Sales, Finance, Relationship Management, Consulting, 401k, Marketing, Leadership, Strategic Planning, Fixed Income
Education
Concordia University-St. Paul 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 1994 — 1998
BA, Economics
Multi-Funds, Inc. July 2010 - Present
RiverSource Investments 2008 - 2009
UBS Wealth Management 2005 - 2008
LiquiCell Technologies, Inc. 2003 - 2005
Industrial Management Group 2001 - 2003
Merrill Lynch 1998 - 2001
Skills
Presenter, Professional Networking, connecting, Series 7, Asset Management, Customer Relations, Strategic Partnerships, Connector, Mutual Funds, Wholesaling, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Asset Allocation, Consultative Selling, New Business Development, Business Planning, Small Business, Asset Managment, Business Development, Insurance, Financial Services, Selling, Separately Managed..., ETFs, Retirement Planning, Strategy, Wealth Management, Retirement, Securities, Uniform Combined State..., Fixed Annuities, Portfolio Management, Sales, Finance, Relationship Management, Consulting, 401k, Marketing, Leadership, Strategic Planning, Fixed Income
Education
Concordia University-St. Paul 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 1994 — 1998
BA, Economics
Gary A. Edmonds Gary A. Edmonds's UBS Wealth Management Experience April 2011 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2011 - Present
Wells Fargo Advisors 2003 - 2011
Merrill Lynch 1998 - 2001
Skills
Alternative Investments, Equities, Finance, Financial Advisory, Financial Analysis, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Public Speaking, Securities, Series 63
Education
University Of Pennsylvania- The Wharton School 2002 — 2003
CIMA, Certified Investment Management Analyst
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts, Economics
UBS Wealth Management April 2011 - Present
Wells Fargo Advisors 2003 - 2011
Merrill Lynch 1998 - 2001
Skills
Alternative Investments, Equities, Finance, Financial Advisory, Financial Analysis, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Public Speaking, Securities, Series 63
Education
University Of Pennsylvania- The Wharton School 2002 — 2003
CIMA, Certified Investment Management Analyst
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts, Economics
Sophia Muller's UBS Wealth Management Experience September 2013 - June 2014
Job iShares Analyst at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Neiman Marcus January 2014 - June 2014
UBS Wealth Management September 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Regression Analysis, PowerPoint, Marketing, Time Management, Microsoft Word, Data Analysis, Social Media, Economics, Editing, Teamwork, Research, Leadership, Investments, Social Media Marketing, Facebook, Social Networking, Spanish
Education
Connecticut College 2010 — 2013
Bachelor of Arts (BA), Economics
BlackRock September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Neiman Marcus January 2014 - June 2014
UBS Wealth Management September 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Regression Analysis, PowerPoint, Marketing, Time Management, Microsoft Word, Data Analysis, Social Media, Economics, Editing, Teamwork, Research, Leadership, Investments, Social Media Marketing, Facebook, Social Networking, Spanish
Education
Connecticut College 2010 — 2013
Bachelor of Arts (BA), Economics
Beth Fatusin Beth Fatusin's UBS Wealth Management Experience June 2006 - August 2006
Job Account Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco August 2014 - Present
Cisco Systems July 2008 - August 2014
Cisco Systems June 2008 - July 2009
Cornell University May 2006 - May 2008
JPMorgan Chase May 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Cisco Technologies, Networking, Pre-sales, CCNA, CCNP, Testing, Cloud Computing, Data Center, Wireless, Network Security, Virtualization, Security, Product Management, Account Management, Direct Sales, Sales, Go-to-market Strategy, VMware, Strategy, LAN Switching, Network Design, Routing
Education
Cornell University 2007 — 2008
MEng/MBA, Engineering Management
Cornell University 2004 — 2008
Bachelor's, Electrical and Computer Engineering
Cisco August 2014 - Present
Cisco Systems July 2008 - August 2014
Cisco Systems June 2008 - July 2009
Cornell University May 2006 - May 2008
JPMorgan Chase May 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Cisco Technologies, Networking, Pre-sales, CCNA, CCNP, Testing, Cloud Computing, Data Center, Wireless, Network Security, Virtualization, Security, Product Management, Account Management, Direct Sales, Sales, Go-to-market Strategy, VMware, Strategy, LAN Switching, Network Design, Routing
Education
Cornell University 2007 — 2008
MEng/MBA, Engineering Management
Cornell University 2004 — 2008
Bachelor's, Electrical and Computer Engineering
Stephen Van Besien's UBS Wealth Management Experience June 1999 - June 2000
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan April 2013 - Present
QFS Asset Management January 2009 - February 2013
Credit Suisse 2003 - 2008
Volaris Advisors 2000 - 2003
UBS Wealth Management June 1999 - June 2000
ABN AMRO Bank N.V. January 1997 - June 1999
JPMorgan Chase 1989 - 1996
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
St. Paul's School 1979 — 1981
J.P. Morgan April 2013 - Present
QFS Asset Management January 2009 - February 2013
Credit Suisse 2003 - 2008
Volaris Advisors 2000 - 2003
UBS Wealth Management June 1999 - June 2000
ABN AMRO Bank N.V. January 1997 - June 1999
JPMorgan Chase 1989 - 1996
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
St. Paul's School 1979 — 1981
Joyce J. Wang Joyce J. Wang's UBS Wealth Management Experience October 2010 - 2010
Job CFA (Charter Pending)
Industry Financial Services
Experience
Berkeley Research Group LLC January 2012 - May 2012
Baochuan Capital Management/ Alphashares, LLC June 2011 - August 2011
UBS Wealth Management October 2010 - 2010
Cornell University August 2008 - May 2009
Cornell University August 2007 - May 2009
China Academy of Urban Planning and Design June 2006 - September 2006
Skills
R, Python, Apache Spark, Machine Learning, SQL, Data Analysis, Statistical Data..., Quantitative Analytics, Financial Analysis, Portfolio Management, Asset Management, Investment Valuation, Financial Modeling, Time Series Analysis, Microsoft Excel, VBA, SAS Programming, Quantitative Finance, Fixed Income, Derivatives, Credit Analysis, Risk Management, Monte Carlo Simulation, Black-Scholes, Mandarin, Teaching
Education
University of Southern California 2010 — 2013
Master's Degree
Cornell University
Master
Peking University
Berkeley Research Group LLC January 2012 - May 2012
Baochuan Capital Management/ Alphashares, LLC June 2011 - August 2011
UBS Wealth Management October 2010 - 2010
Cornell University August 2008 - May 2009
Cornell University August 2007 - May 2009
China Academy of Urban Planning and Design June 2006 - September 2006
Skills
R, Python, Apache Spark, Machine Learning, SQL, Data Analysis, Statistical Data..., Quantitative Analytics, Financial Analysis, Portfolio Management, Asset Management, Investment Valuation, Financial Modeling, Time Series Analysis, Microsoft Excel, VBA, SAS Programming, Quantitative Finance, Fixed Income, Derivatives, Credit Analysis, Risk Management, Monte Carlo Simulation, Black-Scholes, Mandarin, Teaching
Education
University of Southern California 2010 — 2013
Master's Degree
Cornell University
Master
Peking University
Kaitlyn Busler Kaitlyn Busler's UBS Wealth Management Experience May 2008 - June 2008
Job MBA/MS at Stanford Graduate School of Business
Industry Oil & Energy
Experience
Stanford Graduate School of Business September 2014 - Present
CSL Capital Management, LLC April 2015 - September 2015
Chevron June 2015 - August 2015
Bank of America Merrill Lynch February 2012 - April 2014
Bank of America Merrill Lynch July 2010 - February 2012
Bank of America Merrill Lynch June 2009 - August 2009
UBS Wealth Management May 2008 - June 2008
Skills
Fixed Income, Portfolio Management, Mutual Funds, Structured Products, Bloomberg, Capital Markets, Series 7, Alternative Investments, Equities, Financial Modeling, Hedge Funds, Valuation, Series 63, Investment Banking, Commodity, Trading
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2010
BA, Economics, 3.61
London School of Economics and Political Science 2008 — 2008
Summer Course, Financial Derivatives
Atlantic City High School 2002 — 2006
Stanford Graduate School of Business September 2014 - Present
CSL Capital Management, LLC April 2015 - September 2015
Chevron June 2015 - August 2015
Bank of America Merrill Lynch February 2012 - April 2014
Bank of America Merrill Lynch July 2010 - February 2012
Bank of America Merrill Lynch June 2009 - August 2009
UBS Wealth Management May 2008 - June 2008
Skills
Fixed Income, Portfolio Management, Mutual Funds, Structured Products, Bloomberg, Capital Markets, Series 7, Alternative Investments, Equities, Financial Modeling, Hedge Funds, Valuation, Series 63, Investment Banking, Commodity, Trading
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2010
BA, Economics, 3.61
London School of Economics and Political Science 2008 — 2008
Summer Course, Financial Derivatives
Atlantic City High School 2002 — 2006
Zhiyuan Lucas Xu's UBS Wealth Management Experience July 2011 - July 2011
Job
Industry International Affairs
Experience
Swire Pacific August 2015 - Present
The Volcker Alliance January 2015 - April 2015
Solidiance June 2014 - August 2014
All-China Students' Federation July 2013 - June 2014
The Export-Import Bank of China July 2013 - August 2013
Morgan Stanley July 2012 - September 2012
Agricultural Bank of China August 2011 - September 2011
UBS Wealth Management July 2011 - July 2011
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master's degree, International finance and economic policies
Durham University 2010 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
summer school, Global Economic
Swire Pacific August 2015 - Present
The Volcker Alliance January 2015 - April 2015
Solidiance June 2014 - August 2014
All-China Students' Federation July 2013 - June 2014
The Export-Import Bank of China July 2013 - August 2013
Morgan Stanley July 2012 - September 2012
Agricultural Bank of China August 2011 - September 2011
UBS Wealth Management July 2011 - July 2011
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master's degree, International finance and economic policies
Durham University 2010 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
summer school, Global Economic
Susan Daly Susan Daly's UBS Wealth Management Experience May 2011 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
HighTower May 2010 - May 2011
UBS Wealth Management December 2006 - May 2010
Skills
Asset Allocation, Strategic Financial..., Insurance, Series 7, series 66, Fixed Income, Investments, Wealth Management, Investment Advisory, Hedge Funds, Private Equity, Mortgage Lending, Asset Based Lending, Licensed Life & Health..., Bloomberg, Uniform Combined State...
Education
Concordia College-New York 2013 — 2014
MS Business Leadership, Business leadership
Berkley College 2002 — 2006
BA International Business
UBS Wealth Management May 2011 - Present
HighTower May 2010 - May 2011
UBS Wealth Management December 2006 - May 2010
Skills
Asset Allocation, Strategic Financial..., Insurance, Series 7, series 66, Fixed Income, Investments, Wealth Management, Investment Advisory, Hedge Funds, Private Equity, Mortgage Lending, Asset Based Lending, Licensed Life & Health..., Bloomberg, Uniform Combined State...
Education
Concordia College-New York 2013 — 2014
MS Business Leadership, Business leadership
Berkley College 2002 — 2006
BA International Business
Yining Xu Yining Xu's UBS Wealth Management Experience July 2012 - August 2012
Job Technology Consultant at PwC
Industry Financial Services
Experience
PwC February 2015 - Present
Cornell University September 2014 - December 2014
Bank of Shanghai Asset Management Co., Ltd. July 2014 - July 2014
Shanghai International Film Festival May 2014 - July 2014
Shanghai International Film Festival May 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
European Parliament May 2012 - June 2012
PwC June 2011 - July 2011
Shanghai International Film Festival May 2011 - June 2011
Hilton Worldwide December 2009 - January 2010
Education
Cornell University 2013 — 2014
Master of Engineering (MEng), Operations Research
Grinnell College 2009 — 2013
B.A., Mathematics and Economics (w. honor)
Albert-Ludwigs-Universität Freiburg im Breisgau 2012 — 2012
Economics, Political Science
Shanghai Nanyang Model High School 2006 — 2009
PwC February 2015 - Present
Cornell University September 2014 - December 2014
Bank of Shanghai Asset Management Co., Ltd. July 2014 - July 2014
Shanghai International Film Festival May 2014 - July 2014
Shanghai International Film Festival May 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
European Parliament May 2012 - June 2012
PwC June 2011 - July 2011
Shanghai International Film Festival May 2011 - June 2011
Hilton Worldwide December 2009 - January 2010
Education
Cornell University 2013 — 2014
Master of Engineering (MEng), Operations Research
Grinnell College 2009 — 2013
B.A., Mathematics and Economics (w. honor)
Albert-Ludwigs-Universität Freiburg im Breisgau 2012 — 2012
Economics, Political Science
Shanghai Nanyang Model High School 2006 — 2009
Elliott Moreno Elliott Moreno's UBS Wealth Management Experience 2012 - 2014
Job Business Analyst at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management 2014 - Present
CME Group 2014 - 2014
UBS Wealth Management 2012 - 2014
Larkin Trade International August 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
The Financial Services Roundtable August 2010 - December 2010
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Leadership, Economics, Microsoft Excel, Government, Mandarin, Chinese, Data Analysis, Bloomberg, Policy Analysis, Research, Public Policy, Microsoft Office, Analysis, Financial Analysis, PowerPoint
Education
Cornell University 2008 — 2012
BA, Economics, China and Asia Pacific Studies (Dual Major)
Passed CFA Level 3
Voya Investment Management 2014 - Present
CME Group 2014 - 2014
UBS Wealth Management 2012 - 2014
Larkin Trade International August 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
The Financial Services Roundtable August 2010 - December 2010
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Leadership, Economics, Microsoft Excel, Government, Mandarin, Chinese, Data Analysis, Bloomberg, Policy Analysis, Research, Public Policy, Microsoft Office, Analysis, Financial Analysis, PowerPoint
Education
Cornell University 2008 — 2012
BA, Economics, China and Asia Pacific Studies (Dual Major)
Passed CFA Level 3
Richard Bronzo Richard Bronzo's UBS Wealth Management Experience May 2013 - August 2013
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2014 - Present
UBS Wealth Management May 2013 - August 2013
Tudor Investment Corporation June 2011 - August 2011
BorgWarner August 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Project Management, Data Analysis, Analysis, Business Strategy, Financial Analysis, Finance, Financial Modeling, Investments, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Capital Markets and Asset Management
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering
Moody's Investors Service July 2014 - Present
UBS Wealth Management May 2013 - August 2013
Tudor Investment Corporation June 2011 - August 2011
BorgWarner August 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Project Management, Data Analysis, Analysis, Business Strategy, Financial Analysis, Finance, Financial Modeling, Investments, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Capital Markets and Asset Management
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering
Bill Pereira Bill Pereira's UBS Wealth Management Experience May 2012 - August 2012
Job Risk Consultant at PwC Advisory
Industry Financial Services
Experience
PricewaterhouseCoopers LLP August 2014 - Present
Campus Information and Visitor Relations February 2011 - May 2014
UBS Wealth Management May 2012 - August 2012
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Cornell University 2010 — 2014
Bachelor's Degree, Applied Economics and Management
PricewaterhouseCoopers LLP August 2014 - Present
Campus Information and Visitor Relations February 2011 - May 2014
UBS Wealth Management May 2012 - August 2012
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Cornell University 2010 — 2014
Bachelor's Degree, Applied Economics and Management
Philip Leonardi Philip Leonardi's UBS Wealth Management Experience August 2013 - December 2013
Job QA Analyst LDP Program
Industry Financial Services
Experience
Eze Software Group August 2014 - Present
UBS Wealth Management August 2013 - December 2013
Bloomberg LP August 2013 - August 2013
Sherwin Williams May 2013 - August 2013
BlastRoots Inc June 2012 - January 2013
Handstand Innovations September 2011 - January 2013
U.S. House of Representatives January 2012 - May 2012
Jungle Jim's June 2007 - August 2011
Skills
Social Media, Microsoft Office, Spanish-speaking, Market Research, Finance, Microsoft Excel, Google Docs, Google Sites, Business Development, Bloomberg Terminal, Spanish, Lead Generation, Financial Modeling, Bloomberg
Education
American University - Kogod School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing Concentrations
Comillas Pontifical University / ICADE 2012 — 2012
Business Administration, Management and Operations
Eze Software Group August 2014 - Present
UBS Wealth Management August 2013 - December 2013
Bloomberg LP August 2013 - August 2013
Sherwin Williams May 2013 - August 2013
BlastRoots Inc June 2012 - January 2013
Handstand Innovations September 2011 - January 2013
U.S. House of Representatives January 2012 - May 2012
Jungle Jim's June 2007 - August 2011
Skills
Social Media, Microsoft Office, Spanish-speaking, Market Research, Finance, Microsoft Excel, Google Docs, Google Sites, Business Development, Bloomberg Terminal, Spanish, Lead Generation, Financial Modeling, Bloomberg
Education
American University - Kogod School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing Concentrations
Comillas Pontifical University / ICADE 2012 — 2012
Business Administration, Management and Operations
Christopher Faruol, CFP® Christopher Faruol, CFP®'s UBS Wealth Management Experience August 2007 - Present
Job Senior Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2007 - Present
UBS Wealth Management August 2007 - Present
Merrill Lynch January 1998 - August 2007
Education
Cornell University 1994 — 1997
BS, Hotel Administration
Chaminade High School 1990 — 1994
UBS Wealth Management August 2007 - Present
UBS Wealth Management August 2007 - Present
Merrill Lynch January 1998 - August 2007
Education
Cornell University 1994 — 1997
BS, Hotel Administration
Chaminade High School 1990 — 1994
Paul Ribereau Paul Ribereau's UBS Wealth Management Experience June 2012 - October 2012
Job Chief Financial Officer at Witbe
Industry Information Technology and Services
Experience
Witbe July 2014 - Present
Inter Parfums USA, LLC March 2013 - June 2014
Hermes Capital Advisors, LLC October 2012 - December 2012
Columbia University September 2012 - December 2012
UBS Wealth Management June 2012 - October 2012
Skills
Corporate Finance, Finance, Valuation, Financial Analysis, Analysis
Education
Columbia University in the City of New York 2011 — 2012
MS Management Science & Engineering, Operations Consulting, Corporate Finance, Probabilities, Capital Markets & Investment
Ecole Centrale Paris 2009 — 2011
Diplôme de Grande Ecole d'Ingénieur, Probabilities, Statistics, Corporate Finance, Financial Mathematics, Leadership
Witbe July 2014 - Present
Inter Parfums USA, LLC March 2013 - June 2014
Hermes Capital Advisors, LLC October 2012 - December 2012
Columbia University September 2012 - December 2012
UBS Wealth Management June 2012 - October 2012
Skills
Corporate Finance, Finance, Valuation, Financial Analysis, Analysis
Education
Columbia University in the City of New York 2011 — 2012
MS Management Science & Engineering, Operations Consulting, Corporate Finance, Probabilities, Capital Markets & Investment
Ecole Centrale Paris 2009 — 2011
Diplôme de Grande Ecole d'Ingénieur, Probabilities, Statistics, Corporate Finance, Financial Mathematics, Leadership
Neha Dhindsa's UBS Wealth Management Experience June 2014 - August 2014
Job Summer Associate at Venable LLP
Industry Law Practice
Experience
UBS Wealth Management June 2014 - August 2014
Western Union Business Solutions March 2013 - July 2013
Western Union Business Solutions September 2010 - March 2013
Travelex September 2009 - September 2010
Kidron Corporate Advisors LLC 2008 - 2008
GunnAllen Financial 2007 - 2007
UBS Wealth Management 2006 - 2007
Skills
Regulatory Affairs, Licensing, Risk Management, Economics, Private Equity, Financial Services, Legal Research, Legal Writing, Due Diligence, Research, Analysis, Financial Analysis, Banking, OFAC, Mergers & Acquisitions, Corporate Finance, Financial Markets, Capital Markets
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
Barnard College, Columbia University 2005 — 2009
B.A., Economics, Political Science
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts (B.A.), Economics
UBS Wealth Management June 2014 - August 2014
Western Union Business Solutions March 2013 - July 2013
Western Union Business Solutions September 2010 - March 2013
Travelex September 2009 - September 2010
Kidron Corporate Advisors LLC 2008 - 2008
GunnAllen Financial 2007 - 2007
UBS Wealth Management 2006 - 2007
Skills
Regulatory Affairs, Licensing, Risk Management, Economics, Private Equity, Financial Services, Legal Research, Legal Writing, Due Diligence, Research, Analysis, Financial Analysis, Banking, OFAC, Mergers & Acquisitions, Corporate Finance, Financial Markets, Capital Markets
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
Barnard College, Columbia University 2005 — 2009
B.A., Economics, Political Science
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts (B.A.), Economics
Andrea Vaitukaitis Andrea Vaitukaitis's UBS Wealth Management Experience August 2010 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2010 - Present
BNP Paribas June 2006 - December 2008
JPMorgan Chase May 2000 - September 2005
Deutsche Bank Securities May 1999 - May 2000
Skills
Equities, Investment Banking, Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Investments, Structured Products, Wealth Management, Portfolio Management, Financial Markets, Alternative Investments, Securities, Asset Management, Asset Allocation
Education
Columbia University in the City of New York
Master's degree, International Business and Banking
New York University
Bachelor's degree, Economics
Oxford University
Certificate
UBS Wealth Management August 2010 - Present
BNP Paribas June 2006 - December 2008
JPMorgan Chase May 2000 - September 2005
Deutsche Bank Securities May 1999 - May 2000
Skills
Equities, Investment Banking, Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Investments, Structured Products, Wealth Management, Portfolio Management, Financial Markets, Alternative Investments, Securities, Asset Management, Asset Allocation
Education
Columbia University in the City of New York
Master's degree, International Business and Banking
New York University
Bachelor's degree, Economics
Oxford University
Certificate
Rick Cortese Rick Cortese's UBS Wealth Management Experience June 1997 - February 2007
Job Senior Talent Acquisition Partner
Industry Staffing and Recruiting
Experience
Redtoo, Inc. June 2015 - Present
Galen Technology Solutions October 2008 - June 2015
BNP Paribas February 2007 - October 2008
UBS Wealth Management June 1997 - February 2007
Computer Sciences Corporation @ JPMorgan Pinnacle Alliance February 1996 - May 1997
AT&T January 1993 - February 1996
Skills
Business Analysis, Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., SDLC, IT Management, Outsourcing, Financial Services, Process Improvement, Executive Search, Onboarding, Interviews, Management, CRM, Hiring, Leadership, Management Consulting, Employee Relations, Human Resources, Project Management, Strategy, Sales, Personnel Management, Temporary Placement, Networking, Vendor Management, Deferred Compensation, Talent Management, Internet Recruiting, Technical Recruiting, Cold Calling, Permanent Placement, College Recruiting, Staffing Services, Benefits Negotiation, Information Technology, Consulting, Contract Recruitment, Executive Management, Resource Management, Screening, Performance Management, Screening Resumes, HRIS, IT Recruitment, Employee Benefits, Strategic Sourcing, PeopleSoft, Staff Augmentation
Education
Fairleigh Dickinson University-Florham Campus
Bachelor's Degree, History
Cornell University
School of Industrial and Labor Relations
Redtoo, Inc. June 2015 - Present
Galen Technology Solutions October 2008 - June 2015
BNP Paribas February 2007 - October 2008
UBS Wealth Management June 1997 - February 2007
Computer Sciences Corporation @ JPMorgan Pinnacle Alliance February 1996 - May 1997
AT&T January 1993 - February 1996
Skills
Business Analysis, Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., SDLC, IT Management, Outsourcing, Financial Services, Process Improvement, Executive Search, Onboarding, Interviews, Management, CRM, Hiring, Leadership, Management Consulting, Employee Relations, Human Resources, Project Management, Strategy, Sales, Personnel Management, Temporary Placement, Networking, Vendor Management, Deferred Compensation, Talent Management, Internet Recruiting, Technical Recruiting, Cold Calling, Permanent Placement, College Recruiting, Staffing Services, Benefits Negotiation, Information Technology, Consulting, Contract Recruitment, Executive Management, Resource Management, Screening, Performance Management, Screening Resumes, HRIS, IT Recruitment, Employee Benefits, Strategic Sourcing, PeopleSoft, Staff Augmentation
Education
Fairleigh Dickinson University-Florham Campus
Bachelor's Degree, History
Cornell University
School of Industrial and Labor Relations
Maddie Thomson Maddie Thomson's UBS Wealth Management Experience October 2009 - March 2010
Job Sr. Business Insights Partner at Target
Industry International Affairs
Experience
Target August 2014 - Present
Catholic Relief Services January 2014 - May 2014
Banco Compartamos June 2013 - August 2013
TechnoServe January 2013 - July 2013
Tahirih Justice Center March 2010 - July 2012
UBS Wealth Management October 2009 - March 2010
Skills
Latin America, Program Management, Economics, Strategy, Politics, Leadership, Market Research, International Trade, Emerging Markets, Spanish, Capacity Building, Business Strategy, Political Science, Foreign Policy, Management, Corporate Social...
Education
Fletcher School, Tufts University 2012 — 2014
Master of International Business
Connecticut College 2005 — 2009
BA, International Relations and Latin American Studies
Breck School 2001 — 2005
High School Diploma
Target August 2014 - Present
Catholic Relief Services January 2014 - May 2014
Banco Compartamos June 2013 - August 2013
TechnoServe January 2013 - July 2013
Tahirih Justice Center March 2010 - July 2012
UBS Wealth Management October 2009 - March 2010
Skills
Latin America, Program Management, Economics, Strategy, Politics, Leadership, Market Research, International Trade, Emerging Markets, Spanish, Capacity Building, Business Strategy, Political Science, Foreign Policy, Management, Corporate Social...
Education
Fletcher School, Tufts University 2012 — 2014
Master of International Business
Connecticut College 2005 — 2009
BA, International Relations and Latin American Studies
Breck School 2001 — 2005
High School Diploma
Bruno Miguel Esquen Blas's UBS Wealth Management Experience February 2011 - April 2011
Job Emerging Markets Fixed Income Sales Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2012 - March 2013
Barclays Capital June 2011 - August 2011
UBS Wealth Management February 2011 - April 2011
Skills
Emerging Markets, Fixed Income, High Yield Bonds, Foreign Currency, Investments
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Universidad de Lima / University of Lima 2007 — 2008
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2012 - March 2013
Barclays Capital June 2011 - August 2011
UBS Wealth Management February 2011 - April 2011
Skills
Emerging Markets, Fixed Income, High Yield Bonds, Foreign Currency, Investments
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Universidad de Lima / University of Lima 2007 — 2008
Jack Molloy's UBS Wealth Management Experience June 2013 - July 2013
Job Summer Associate at Greystone & Co.
Industry Sports
Experience
Greystone & Co. June 2014 - August 2014
UBS Wealth Management June 2013 - July 2013
Monkeypod Kitchen by Merriman June 2013 - July 2013
Tri State Lacrosse Club June 2011 - August 2012
Elmwood Cemetery June 2012 - July 2012
Skills
Teamwork, Microsoft Excel, Event Planning, Customer Service, Microsoft Exchange, Finance, Investments, Financial Analysis
Education
Cornell University 2011 — 2015
School of Industrial and Labor Relations
London School of Economics and Political Science 2013 — 2013
Capitalism, Democracy and Equality: The Political Economy of the Advanced Nations
Delbarton School 2007 — 2011
Peck School 2004 — 2007
Greystone & Co. June 2014 - August 2014
UBS Wealth Management June 2013 - July 2013
Monkeypod Kitchen by Merriman June 2013 - July 2013
Tri State Lacrosse Club June 2011 - August 2012
Elmwood Cemetery June 2012 - July 2012
Skills
Teamwork, Microsoft Excel, Event Planning, Customer Service, Microsoft Exchange, Finance, Investments, Financial Analysis
Education
Cornell University 2011 — 2015
School of Industrial and Labor Relations
London School of Economics and Political Science 2013 — 2013
Capitalism, Democracy and Equality: The Political Economy of the Advanced Nations
Delbarton School 2007 — 2011
Peck School 2004 — 2007
Carolyn Dewing-Hommes Carolyn Dewing-Hommes's UBS Wealth Management Experience August 2007 - August 2008
Job President and Founder at Rockwoood Consulting
Industry Management Consulting
Experience
Rockwoood Consulting June 2014 - Present
The Inflection Point 2011 - 2014
HSBC Private Bank 2008 - 2011
UBS Wealth Management August 2007 - August 2008
E Pluribus Partners 2002 - 2007
Citi 1986 - 2001
Skills
Business Strategy, Management Consulting, Global Business..., People Development, Wealth Management, Private Banking, Asset Managment, Investments, International Sales, Organizational..., Employee Engagement, Strategy Alignment, Emotional Intelligence, People Skills, Brazilian Portuguese, French, Asset Allocation, Spanish-speaking, Strategy, Investment Management, People-oriented, Banking, Latin America, Executive Coaching, Leadership, Investment Banking, Emerging Markets, Structured Products, Asset Management, Investment Advisory, Portfolio Management, Wealth Management..., Capital Markets, Financial Services, High Net Worth..., Management
Education
Columbia University - School of International and Public Affairs
M.A., Economics, Latin American Studies
Georgetown University
B.A., Government, French, Spanish
Rockwoood Consulting June 2014 - Present
The Inflection Point 2011 - 2014
HSBC Private Bank 2008 - 2011
UBS Wealth Management August 2007 - August 2008
E Pluribus Partners 2002 - 2007
Citi 1986 - 2001
Skills
Business Strategy, Management Consulting, Global Business..., People Development, Wealth Management, Private Banking, Asset Managment, Investments, International Sales, Organizational..., Employee Engagement, Strategy Alignment, Emotional Intelligence, People Skills, Brazilian Portuguese, French, Asset Allocation, Spanish-speaking, Strategy, Investment Management, People-oriented, Banking, Latin America, Executive Coaching, Leadership, Investment Banking, Emerging Markets, Structured Products, Asset Management, Investment Advisory, Portfolio Management, Wealth Management..., Capital Markets, Financial Services, High Net Worth..., Management
Education
Columbia University - School of International and Public Affairs
M.A., Economics, Latin American Studies
Georgetown University
B.A., Government, French, Spanish
Samantha Zacks Samantha Zacks's UBS Wealth Management Experience January 2008 - June 2008
Job Production Administrator at Lorimer Workshop
Industry Arts and Crafts
Experience
Gilded Rose Studio August 2011 - Present
Lorimer Workshop July 2014 - April 2015
The Arc of Blackstone Valley July 2009 - September 2010
UBS Wealth Management January 2008 - June 2008
UBS Wealth Management December 2004 - January 2008
UBS Wealth Management February 2004 - December 2004
Spumoni's Restaurant June 2001 - February 2004
Skills
Investments, Training, CRM, Financial Analysis, Marketing, Social Networking, Program Management, Business Development, Finance, Team Leadership, Risk Management, Budgets, Time Management, Accounting, Public Relations, Marketing Strategy, Customer Service, Outlook, Management Consulting, Microsoft Excel, PowerPoint, Financial Services, Insurance, Microsoft Word
Education
Old Dominion University 2005 — 2005
Financial Services
Community College of Rhode Island 2001 — 2004
Montserrat College of Art 2000 — 2001
St. Raphael Academy 1996 — 2000
Rhode Island School of Design
Apparel Design and Patternmaking
Gilded Rose Studio August 2011 - Present
Lorimer Workshop July 2014 - April 2015
The Arc of Blackstone Valley July 2009 - September 2010
UBS Wealth Management January 2008 - June 2008
UBS Wealth Management December 2004 - January 2008
UBS Wealth Management February 2004 - December 2004
Spumoni's Restaurant June 2001 - February 2004
Skills
Investments, Training, CRM, Financial Analysis, Marketing, Social Networking, Program Management, Business Development, Finance, Team Leadership, Risk Management, Budgets, Time Management, Accounting, Public Relations, Marketing Strategy, Customer Service, Outlook, Management Consulting, Microsoft Excel, PowerPoint, Financial Services, Insurance, Microsoft Word
Education
Old Dominion University 2005 — 2005
Financial Services
Community College of Rhode Island 2001 — 2004
Montserrat College of Art 2000 — 2001
St. Raphael Academy 1996 — 2000
Rhode Island School of Design
Apparel Design and Patternmaking
David Gaffin David Gaffin's UBS Wealth Management Experience May 2008 - August 2008
Job MBA Candidate at Cornell Johnson Graduate School of Management
Industry Management Consulting
Experience
Altman Vilandrie & Company June 2015 - August 2015
The Advisory Board Company November 2013 - July 2014
The Advisory Board Company May 2011 - October 2013
The Advisory Board Company November 2009 - May 2011
UBS Wealth Management May 2008 - August 2008
Skills
Data Analysis, Project Management, Microsoft Excel, Financial Modeling, Strategic Planning, Analysis, Research, Quantitative Analytics, Market Research, Portfolio Management, Analytics, Statistics, Healthcare Management, Oncology, Management, Consulting, PowerPoint, Microsoft Office, Financial Analysis, Asset Allocation, Bloomberg, VBA, Valuation, Healthcare, Project Planning, SQL, Data Science, Telecommunications, Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Management, Strategic Operations
Cornell University 2005 — 2009
Bachelor of Science, Policy Analysis & Management, Concentration in Economics
Horace Greeley High School 2001 — 2005
High School
Altman Vilandrie & Company June 2015 - August 2015
The Advisory Board Company November 2013 - July 2014
The Advisory Board Company May 2011 - October 2013
The Advisory Board Company November 2009 - May 2011
UBS Wealth Management May 2008 - August 2008
Skills
Data Analysis, Project Management, Microsoft Excel, Financial Modeling, Strategic Planning, Analysis, Research, Quantitative Analytics, Market Research, Portfolio Management, Analytics, Statistics, Healthcare Management, Oncology, Management, Consulting, PowerPoint, Microsoft Office, Financial Analysis, Asset Allocation, Bloomberg, VBA, Valuation, Healthcare, Project Planning, SQL, Data Science, Telecommunications, Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Management, Strategic Operations
Cornell University 2005 — 2009
Bachelor of Science, Policy Analysis & Management, Concentration in Economics
Horace Greeley High School 2001 — 2005
High School
Nicolas Leeper's UBS Wealth Management Experience June 2011 - August 2011
Job Analyst at SeedInvest
Industry Venture Capital & Private Equity
Experience
SeedInvest November 2014 - Present
The Office of Senator Kirsten E. Gillibrand July 2013 - August 2013
Chwat & Company June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Public Speaking, Research, Leadership, Political Science, Social Media, Marketing, Start-ups, Event Planning
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Political Science
SeedInvest November 2014 - Present
The Office of Senator Kirsten E. Gillibrand July 2013 - August 2013
Chwat & Company June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Public Speaking, Research, Leadership, Political Science, Social Media, Marketing, Start-ups, Event Planning
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Ivana Zak Ivana Zak's UBS Wealth Management Experience June 2010 - August 2010
Job
Industry Management Consulting
Experience
Epic September 2014 - May 2015
Deloitte May 2014 - August 2014
Yale New Haven Health System June 2012 - August 2012
Milford Hospital June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Education
Cornell University 2013 — 2015
Master's Degree, Health Administration (MHA), Graduate Minor in Real Estate
Cornell University 2010 — 2014
Bachelor's Degree, Policy Analysis & Management, Minor in Business
London School of Economics and Political Science
Summer Session
Epic September 2014 - May 2015
Deloitte May 2014 - August 2014
Yale New Haven Health System June 2012 - August 2012
Milford Hospital June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Education
Cornell University 2013 — 2015
Master's Degree, Health Administration (MHA), Graduate Minor in Real Estate
Cornell University 2010 — 2014
Bachelor's Degree, Policy Analysis & Management, Minor in Business
London School of Economics and Political Science
Summer Session
Taylor Berry Hanson Taylor Berry Hanson's UBS Wealth Management Experience 2008 - 2009
Job Product Manager, Device Protection at Asurion
Industry Telecommunications
Experience
Asurion 2015 - Present
Asurion 2014 - 2015
Telecom Advisory Services 2011 - 2014
Columbia Business School 2011 - 2011
DC Bar Pro Bono Program 2008 - 2011
The Saylor Foundation 2009 - 2010
UBS Wealth Management 2008 - 2009
CEB 2007 - 2007
Skills
Research, Project Management, Writing, Spanish, Client Relationship..., Analysis, Market Research, Business Strategy, Social Media
Education
Columbia Business School 2012 — 2012
Visiting Scholar, Columbia Institute for Tele-Information (CITI)
Georgetown University 2010 — 2012
M.A., International Business Diplomacy; Communication, Culture, & Technology
Graduate Institute for International and Development Studies 2010 — 2010
Certification, International Trade and Development
Wake Forest University 2003 — 2007
BA, Spanish, Sociology
Community School of Naples
Asurion 2015 - Present
Asurion 2014 - 2015
Telecom Advisory Services 2011 - 2014
Columbia Business School 2011 - 2011
DC Bar Pro Bono Program 2008 - 2011
The Saylor Foundation 2009 - 2010
UBS Wealth Management 2008 - 2009
CEB 2007 - 2007
Skills
Research, Project Management, Writing, Spanish, Client Relationship..., Analysis, Market Research, Business Strategy, Social Media
Education
Columbia Business School 2012 — 2012
Visiting Scholar, Columbia Institute for Tele-Information (CITI)
Georgetown University 2010 — 2012
M.A., International Business Diplomacy; Communication, Culture, & Technology
Graduate Institute for International and Development Studies 2010 — 2010
Certification, International Trade and Development
Wake Forest University 2003 — 2007
BA, Spanish, Sociology
Community School of Naples
Adrian Calderon Adrian Calderon's UBS Wealth Management Experience April 2012 - August 2012
Job Deputy Director of Technical Project Management at New Classrooms
Industry Information Technology and Services
Experience
New Classrooms July 2015 - Present
New Classrooms July 2014 - July 2015
New Classrooms December 2013 - July 2014
UBS Wealth Management April 2012 - August 2012
Relay Graduate School of Education March 2009 - November 2011
Sandia National Laboratories May 2008 - February 2009
La Cueva High School August 2004 - May 2008
Sivage Homes May 2006 - August 2007
Skills
Amazon Web Services, EC2, S3, EBS, OpenSSO, Sun Directory Server, Linux, OpenSolaris, SQL, PL/SQL, MySQL, REST, SOAP, WSDL, PHP, Zend Framework, CakePHP, Symfony, XML, Mac OS X, VMware Fusion, Active Directory, Group Policy, Terminal Services, VNC, Moodle, Xcode, Cocoa, Java, Eclipse, NetBeans, Notepad++, phpMyAdmin, Filezilla, Google Analytics, Google Adwords, Application Lifecycle..., Apache, Ubuntu, JavaScript, Bash, Ruby, Systems Management, Systems Engineering, Project Planning, Identity Management, Windows, Web Applications, Tomcat, CSS
Education
Columbia University in the City of New York 2008 — 2013
Bachelor of the Arts, Economics
New Classrooms July 2015 - Present
New Classrooms July 2014 - July 2015
New Classrooms December 2013 - July 2014
UBS Wealth Management April 2012 - August 2012
Relay Graduate School of Education March 2009 - November 2011
Sandia National Laboratories May 2008 - February 2009
La Cueva High School August 2004 - May 2008
Sivage Homes May 2006 - August 2007
Skills
Amazon Web Services, EC2, S3, EBS, OpenSSO, Sun Directory Server, Linux, OpenSolaris, SQL, PL/SQL, MySQL, REST, SOAP, WSDL, PHP, Zend Framework, CakePHP, Symfony, XML, Mac OS X, VMware Fusion, Active Directory, Group Policy, Terminal Services, VNC, Moodle, Xcode, Cocoa, Java, Eclipse, NetBeans, Notepad++, phpMyAdmin, Filezilla, Google Analytics, Google Adwords, Application Lifecycle..., Apache, Ubuntu, JavaScript, Bash, Ruby, Systems Management, Systems Engineering, Project Planning, Identity Management, Windows, Web Applications, Tomcat, CSS
Education
Columbia University in the City of New York 2008 — 2013
Bachelor of the Arts, Economics
Michele D. Goldberg Michele D. Goldberg's UBS Wealth Management Experience June 2006 - April 2009
Job Integrated, Digital & Social Media Marketer
Industry Marketing and Advertising
Experience
Tag Communication Services August 2014 - Present
North Highland November 2013 - February 2014
SAP March 2012 - November 2013
The Dara Group, LLC April 2009 - April 2012
UBS Wealth Management June 2006 - April 2009
TheStreet.com June 2004 - August 2005
Independent Consultant 2002 - 2004
AXA Financial 2000 - 2001
JPMorgan Chase 1998 - 2000
JPMorgan Chase 1997 - 1998
Skills
Project Management, Email Marketing, SEM, Digital Marketing, Online Advertising, Analytics, E-commerce, Creative Development, Product Management, Product Development, Content Strategy, Social Media, Market Research, Subscription, Interactive Marketing, Customer Acquisition, Digital Strategy, Integrated Marketing, Web Analytics, Online Marketing, Lead Generation, Affiliate Marketing, Marketing Strategy, Segmentation, Marketing Communications, Google Analytics, PPC, Direct Mail, Content Development, Product Marketing, Website Development, Multi-channel Marketing, Campaign Management, B2B Marketing, Web Content, Brand Development, Direct Marketing, Web Development, Business Strategy, Program Management, CRM Strategy, Customer Retention, Arts Administration, Program Development, Program Implementation, Insurance, Non-profits, Banking, Wealth Management, Demand Generation
Education
New York University 2010 — 2012
Fundraising--NYU George H. Heyman, Jr. Center for Philanthropy and Fundraising
New York University 2009 — 2010
Professional Certificate, Arts Administration
Cornell University
BA, Liberal Arts; History
Tag Communication Services August 2014 - Present
North Highland November 2013 - February 2014
SAP March 2012 - November 2013
The Dara Group, LLC April 2009 - April 2012
UBS Wealth Management June 2006 - April 2009
TheStreet.com June 2004 - August 2005
Independent Consultant 2002 - 2004
AXA Financial 2000 - 2001
JPMorgan Chase 1998 - 2000
JPMorgan Chase 1997 - 1998
Skills
Project Management, Email Marketing, SEM, Digital Marketing, Online Advertising, Analytics, E-commerce, Creative Development, Product Management, Product Development, Content Strategy, Social Media, Market Research, Subscription, Interactive Marketing, Customer Acquisition, Digital Strategy, Integrated Marketing, Web Analytics, Online Marketing, Lead Generation, Affiliate Marketing, Marketing Strategy, Segmentation, Marketing Communications, Google Analytics, PPC, Direct Mail, Content Development, Product Marketing, Website Development, Multi-channel Marketing, Campaign Management, B2B Marketing, Web Content, Brand Development, Direct Marketing, Web Development, Business Strategy, Program Management, CRM Strategy, Customer Retention, Arts Administration, Program Development, Program Implementation, Insurance, Non-profits, Banking, Wealth Management, Demand Generation
Education
New York University 2010 — 2012
Fundraising--NYU George H. Heyman, Jr. Center for Philanthropy and Fundraising
New York University 2009 — 2010
Professional Certificate, Arts Administration
Cornell University
BA, Liberal Arts; History
Nicholas Frederick Nicholas Frederick's UBS Wealth Management Experience May 2004 - August 2004
Job Attorney & Strategist at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2014 - Present
Bloomberg LP June 2012 - August 2012
Nelson Levine de Luca & Hamilton June 2011 - August 2011
Chungdahm Learning January 2010 - July 2010
Ernst and Young January 2006 - May 2009
National Australia Bank June 2005 - December 2005
UBS Wealth Management May 2004 - August 2004
Skills
Due Diligence, Bloomberg, Legal Writing, Financial Analysis, Legal Research, Financial Modeling, Valuation, Corporate Finance, Economics, Research, Securities, Finance, Structured Finance, Spanish, CMBS, CDO, ABS, Investments, Alternative Investments, Legal Documents, Term Sheets, Dodd-Frank, FBO, Regulatory Affairs, CLO, Corporate Governance, Corporate Law, Regulatory Reporting, Business Development, Business Strategy, Cross-border...
Education
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Applied Economics (Dyson School of Applied Economics and Management)
The College of William and Mary - Marshall Wythe Law School 2010 — 2013
Doctor of Law (JD), Law
Rye Country Day School 1997 — 2001
BNP Paribas March 2014 - Present
Bloomberg LP June 2012 - August 2012
Nelson Levine de Luca & Hamilton June 2011 - August 2011
Chungdahm Learning January 2010 - July 2010
Ernst and Young January 2006 - May 2009
National Australia Bank June 2005 - December 2005
UBS Wealth Management May 2004 - August 2004
Skills
Due Diligence, Bloomberg, Legal Writing, Financial Analysis, Legal Research, Financial Modeling, Valuation, Corporate Finance, Economics, Research, Securities, Finance, Structured Finance, Spanish, CMBS, CDO, ABS, Investments, Alternative Investments, Legal Documents, Term Sheets, Dodd-Frank, FBO, Regulatory Affairs, CLO, Corporate Governance, Corporate Law, Regulatory Reporting, Business Development, Business Strategy, Cross-border...
Education
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Applied Economics (Dyson School of Applied Economics and Management)
The College of William and Mary - Marshall Wythe Law School 2010 — 2013
Doctor of Law (JD), Law
Rye Country Day School 1997 — 2001
Erin Whitehead Jessen Erin Whitehead Jessen's UBS Wealth Management Experience 2007 - 2008
Job Agent at American Family Insurance
Industry Insurance
Experience
American Family Insurance September 2009 - Present
American Transport Group, LLC July 2008 - August 2009
UBS Financial Services February 2007 - July 2008
UBS Wealth Management 2007 - 2008
Wachovia Securities 2006 - 2007
Skills
Business Development, Insurance, Sales, Customer Service, Strategic Planning, Marketing, Team Building, Risk Management, Sales Management, Leadership, Liability, Account Management, Claim, Negotiation, Management
Education
Concordia University Chicago 2014 — 2015
Master's degree, Kinesiology and Exercise Science
Elmhurst College 2004 — 2006
Bachelors of Science, Finance
Lynn University 2002 — 2003
n/a, finanace
American Family Insurance September 2009 - Present
American Transport Group, LLC July 2008 - August 2009
UBS Financial Services February 2007 - July 2008
UBS Wealth Management 2007 - 2008
Wachovia Securities 2006 - 2007
Skills
Business Development, Insurance, Sales, Customer Service, Strategic Planning, Marketing, Team Building, Risk Management, Sales Management, Leadership, Liability, Account Management, Claim, Negotiation, Management
Education
Concordia University Chicago 2014 — 2015
Master's degree, Kinesiology and Exercise Science
Elmhurst College 2004 — 2006
Bachelors of Science, Finance
Lynn University 2002 — 2003
n/a, finanace
Nicholas Makes Nicholas Makes's UBS Wealth Management Experience August 2011 - October 2014
Job Software Engineer at Major League Baseball Advanced Media
Industry Information Technology and Services
Experience
Major League Baseball Advanced Media November 2014 - Present
UBS Wealth Management August 2011 - October 2014
Play-Well TEKnologies June 2010 - August 2010
Turner Construction May 2009 - August 2009
Turner Construction May 2008 - August 2008
Turner Construction June 2007 - August 2007
Turner Construction Company June 2006 - August 2006
Skills
Solidworks, Matlab, Java, Jasper Reports, JFreeChart, iReport, Microsoft Excel, Microsoft Applications, XPath, XML, Statistics, VBA, Mathematica, Project Planning, Public Speaking, Data Analysis
Education
Cornell University 2007 — 2011
B.S., Mechanical and Aerospace Engineering
Major League Baseball Advanced Media November 2014 - Present
UBS Wealth Management August 2011 - October 2014
Play-Well TEKnologies June 2010 - August 2010
Turner Construction May 2009 - August 2009
Turner Construction May 2008 - August 2008
Turner Construction June 2007 - August 2007
Turner Construction Company June 2006 - August 2006
Skills
Solidworks, Matlab, Java, Jasper Reports, JFreeChart, iReport, Microsoft Excel, Microsoft Applications, XPath, XML, Statistics, VBA, Mathematica, Project Planning, Public Speaking, Data Analysis
Education
Cornell University 2007 — 2011
B.S., Mechanical and Aerospace Engineering
Brendan O'Hearn Brendan O'Hearn's UBS Wealth Management Experience January 2011 - May 2011
Job Associate at Citigroup
Industry Financial Services
Experience
Citi March 2013 - Present
Societe Generale June 2012 - August 2012
Citi May 2011 - August 2011
UBS Wealth Management January 2011 - May 2011
Skills
Fluent in Visual Basic..., Portfolio Management, Sales, Marketing, Economics, Financial Modeling, Financial Markets, Risk Management, Market Research, Capital Markets, VBA
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts, Economics; Psychology
Citi March 2013 - Present
Societe Generale June 2012 - August 2012
Citi May 2011 - August 2011
UBS Wealth Management January 2011 - May 2011
Skills
Fluent in Visual Basic..., Portfolio Management, Sales, Marketing, Economics, Financial Modeling, Financial Markets, Risk Management, Market Research, Capital Markets, VBA
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts, Economics; Psychology
Kathy Shultz, MBA, CFP® Kathy Shultz, MBA, CFP®'s UBS Wealth Management Experience 2006 - 2007
Job Financial Advice to 1st Generation American and Immigrant Families
Industry Financial Services
Experience
Shultz Financial Planning July 2010 - Present
Edward Jones January 2008 - March 2010
UBS Wealth Management 2006 - 2007
Tektronix 1998 - 2003
Skills
Fluent in English &..., Specialize in planning..., Planning for Immigrant..., Focus on Baby Boomers...
Education
Portland State University - School of Business 1994 — 1996
MBA
Concordia University-Portland 1989 — 1992
BA, Accounting / Financial management
Our Lady of the Rosary College
Shultz Financial Planning July 2010 - Present
Edward Jones January 2008 - March 2010
UBS Wealth Management 2006 - 2007
Tektronix 1998 - 2003
Skills
Fluent in English &..., Specialize in planning..., Planning for Immigrant..., Focus on Baby Boomers...
Education
Portland State University - School of Business 1994 — 1996
MBA
Concordia University-Portland 1989 — 1992
BA, Accounting / Financial management
Our Lady of the Rosary College
Bryan Larrison's UBS Wealth Management Experience 2005 - 2007
Job Partner, Hyde Park Wealth Management, LLC
Industry Financial Services
Experience
Hyde Park Wealth Management March 2010 - Present
Merrill Lynch May 2007 - March 2010
UBS Wealth Management 2005 - 2007
Smith Barney September 1994 - November 2004
Skills
Family Office, Wealth Management, Portfolio Management, Asset Managment, Private Banking, Risk Management, Financial Advisory, Equities, Investment Management, Asset Management, Strategic Financial..., High Net Worth..., Strategic Planning, Brokerage, Retirement Planning, Wealth, Investments, Finance, Financial Services, Mutual Funds, Executive Management, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Alternative Investments, Wealth Management..., Hedge Funds, Series 63, Private Equity, Estate Planning, 401k, ETFs, Retirement, Financial Planning
Education
Franklin University 1997 — 2000
Finance and Corporate Accounting
Columbus State Community College 1994 — 1996
Dublin High School 1990 — 1994
Hyde Park Wealth Management March 2010 - Present
Merrill Lynch May 2007 - March 2010
UBS Wealth Management 2005 - 2007
Smith Barney September 1994 - November 2004
Skills
Family Office, Wealth Management, Portfolio Management, Asset Managment, Private Banking, Risk Management, Financial Advisory, Equities, Investment Management, Asset Management, Strategic Financial..., High Net Worth..., Strategic Planning, Brokerage, Retirement Planning, Wealth, Investments, Finance, Financial Services, Mutual Funds, Executive Management, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Alternative Investments, Wealth Management..., Hedge Funds, Series 63, Private Equity, Estate Planning, 401k, ETFs, Retirement, Financial Planning
Education
Franklin University 1997 — 2000
Finance and Corporate Accounting
Columbus State Community College 1994 — 1996
Dublin High School 1990 — 1994
Len Hollie Len Hollie's UBS Wealth Management Experience November 2008 - November 2009
Job Multimedia Editor, Writer, Copyeditor & Health Care Broker
Industry Writing and Editing
Experience
West End Health Benefits Group January 2012 - Present
Consolidated Edison Company of New York, Inc., New York, NY June 2009 - Present
West End Media Group January 2000 - Present
George Polk Investigative Reporting Grants June 2011 - September 2015
SUNY Levin Institute April 2012 - September 2012
UBS Wealth Management November 2008 - November 2009
Marymount Manhattan College September 2004 - May 2009
Standard & Poor's Ratings Services February 2002 - September 2008
Standard & Poor's Ratings Services February 2002 - June 2003
Long Island University September 1995 - June 2003
Skills
Project Manager, Business & Financial..., General News Reporter &..., Script & Storyboard..., Adjunct College..., Digital Photographer, Photographer, Experienced in Adobe..., Experienced in..., Press Releases, Newsletters, Consumer Affairs, Editing, Web Content, Proofreading, Copy Editing, Writing, Video, Journalism, Media Relations, Social Media, Public Speaking, Public Relations, Research, Social Networking, Content Management, Business Plans &..., Photography, Storytelling, Publications, Newspapers, Magazines, Fact-checking, Corporate Communications, Editorial, Content Development, AP Style, Interviews, Books, Advertising, Publishing, Digital Photography, Blogging, Nonprofits, Internal Communications, Email Marketing, Strategic Communications, WordPress, Feature Articles, Multimedia
Education
Columbia University - Graduate School of Journalism 1988 — 1989
Master of Science, Journalism
University of California, Berkeley
Journalism
University of Cincinnati
Bachelor of Arts, English
West End Health Benefits Group January 2012 - Present
Consolidated Edison Company of New York, Inc., New York, NY June 2009 - Present
West End Media Group January 2000 - Present
George Polk Investigative Reporting Grants June 2011 - September 2015
SUNY Levin Institute April 2012 - September 2012
UBS Wealth Management November 2008 - November 2009
Marymount Manhattan College September 2004 - May 2009
Standard & Poor's Ratings Services February 2002 - September 2008
Standard & Poor's Ratings Services February 2002 - June 2003
Long Island University September 1995 - June 2003
Skills
Project Manager, Business & Financial..., General News Reporter &..., Script & Storyboard..., Adjunct College..., Digital Photographer, Photographer, Experienced in Adobe..., Experienced in..., Press Releases, Newsletters, Consumer Affairs, Editing, Web Content, Proofreading, Copy Editing, Writing, Video, Journalism, Media Relations, Social Media, Public Speaking, Public Relations, Research, Social Networking, Content Management, Business Plans &..., Photography, Storytelling, Publications, Newspapers, Magazines, Fact-checking, Corporate Communications, Editorial, Content Development, AP Style, Interviews, Books, Advertising, Publishing, Digital Photography, Blogging, Nonprofits, Internal Communications, Email Marketing, Strategic Communications, WordPress, Feature Articles, Multimedia
Education
Columbia University - Graduate School of Journalism 1988 — 1989
Master of Science, Journalism
University of California, Berkeley
Journalism
University of Cincinnati
Bachelor of Arts, English
Erin Sanders Erin Sanders's UBS Wealth Management Experience July 2010 - Present
Job Director, Senior Writer at UBS Wealth Management
Industry Marketing and Advertising
Experience
UBS Wealth Management July 2010 - Present
Flipperdoodle, Communications Consulting 2007 - 2010
Renegade 2005 - 2007
Grey Interactive 2003 - 2005
SGI Razorfish 2001 - 2003
Organic 1998 - 2001
Skills
User Experience, Creative Direction, Marketing Communications, Information Architecture, SEO, Content Strategy, Social Media, Writing, Online Advertising, Marketing Strategy, Brand Development, Web Design, Advertising, Creative Strategy, Interaction Design, SEM
Education
Columbia University in the City of New York 1985 — 1988
MFA, Writing
University of Wisconsin-Madison 1980 — 1984
BA, English
UBS Wealth Management July 2010 - Present
Flipperdoodle, Communications Consulting 2007 - 2010
Renegade 2005 - 2007
Grey Interactive 2003 - 2005
SGI Razorfish 2001 - 2003
Organic 1998 - 2001
Skills
User Experience, Creative Direction, Marketing Communications, Information Architecture, SEO, Content Strategy, Social Media, Writing, Online Advertising, Marketing Strategy, Brand Development, Web Design, Advertising, Creative Strategy, Interaction Design, SEM
Education
Columbia University in the City of New York 1985 — 1988
MFA, Writing
University of Wisconsin-Madison 1980 — 1984
BA, English
Christopher Podd, PMP Christopher Podd, PMP's UBS Wealth Management Experience November 1993 - April 2009
Job PMO/Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Podd Associates April 2009 - Present
Citi May 2013 - December 2014
Morgan Stanley February 2012 - April 2013
Federal Reserve Bank of New York August 2010 - November 2011
UBS Wealth Management November 1993 - April 2009
Chemical Bank June 1992 - November 1993
Computer Task Group October 1987 - June 1992
RCA Service Company June 1978 - October 1987
Skills
Software Project..., Business Analysis, Process Improvement, SDLC, Business Requirements, Fixed Income, Trading Systems, Reference Data, Series 7, PMO, Management, Project Management, PMP, Requirements Gathering
Education
Cornell University 1977 — 1978
Master of Engineering, Operations Research & Industrial Engineering
Cornell University 1973 — 1977
BS, Operations Research & Industrial Engineering
Morgan Stanley January 2015 - Present
Podd Associates April 2009 - Present
Citi May 2013 - December 2014
Morgan Stanley February 2012 - April 2013
Federal Reserve Bank of New York August 2010 - November 2011
UBS Wealth Management November 1993 - April 2009
Chemical Bank June 1992 - November 1993
Computer Task Group October 1987 - June 1992
RCA Service Company June 1978 - October 1987
Skills
Software Project..., Business Analysis, Process Improvement, SDLC, Business Requirements, Fixed Income, Trading Systems, Reference Data, Series 7, PMO, Management, Project Management, PMP, Requirements Gathering
Education
Cornell University 1977 — 1978
Master of Engineering, Operations Research & Industrial Engineering
Cornell University 1973 — 1977
BS, Operations Research & Industrial Engineering
Monika Kowalczykowski Monika Kowalczykowski's UBS Wealth Management Experience June 2007 - August 2007
Job Associate
Industry Government Administration
Experience
NY Energy Week Steering Committee 2013 - Present
First Environment October 2010 - July 2015
Earth Institute at Columbia University May 2009 - May 2010
Innovest May 2008 - September 2008
UBS Wealth Management June 2007 - August 2007
House of Representatives (NJ) 2005 - 2007
Eagleton Institute of Politics 2003 - 2004
Skills
Carbon Footprinting, Sustainability, Climate Change, Renewable Energy, Energy Efficiency, Public Policy, Carbon, Policy, Community Outreach, Research, Environmental Policy, Sustainable Development, Environmental Awareness, Environmental Compliance, Environmental..., Energy Policy, Program Management, Environmental Education, Carbon Markets, Sustainability Reporting, Environmental..., Sustainability...
Education
Columbia University - School of International and Public Affairs
MPA, economics, energy, environment, policy
Rutgers, The State University of New Jersey-New Brunswick
BA, Mathematics, Computer Science, Political Science
NY Energy Week Steering Committee 2013 - Present
First Environment October 2010 - July 2015
Earth Institute at Columbia University May 2009 - May 2010
Innovest May 2008 - September 2008
UBS Wealth Management June 2007 - August 2007
House of Representatives (NJ) 2005 - 2007
Eagleton Institute of Politics 2003 - 2004
Skills
Carbon Footprinting, Sustainability, Climate Change, Renewable Energy, Energy Efficiency, Public Policy, Carbon, Policy, Community Outreach, Research, Environmental Policy, Sustainable Development, Environmental Awareness, Environmental Compliance, Environmental..., Energy Policy, Program Management, Environmental Education, Carbon Markets, Sustainability Reporting, Environmental..., Sustainability...
Education
Columbia University - School of International and Public Affairs
MPA, economics, energy, environment, policy
Rutgers, The State University of New Jersey-New Brunswick
BA, Mathematics, Computer Science, Political Science
Art Bartholomew, CFP® Art Bartholomew, CFP®'s UBS Wealth Management Experience November 2013 - November 2013
Job First Vice President Wealth Management | Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management November 2013 - November 2013
Morgan Stanley Smith Barney 1991 - November 2013
Education
Cornell University
BA, History
UBS Wealth Management November 2013 - November 2013
Morgan Stanley Smith Barney 1991 - November 2013
Education
Cornell University
BA, History
Dylan McCurrach Dylan McCurrach's UBS Wealth Management Experience June 2011 - August 2011
Job Investment Analyst at The Andrew W. Mellon Foundation
Industry Investment Management
Experience
The Andrew W. Mellon Foundation July 2014 - Present
Cornell University Investment Office August 2011 - July 2014
UBS Wealth Management June 2011 - August 2011
Education
Cornell University 2007 — 2011
Bachelor of Arts, Economics and Philosophy
The Andrew W. Mellon Foundation July 2014 - Present
Cornell University Investment Office August 2011 - July 2014
UBS Wealth Management June 2011 - August 2011
Education
Cornell University 2007 — 2011
Bachelor of Arts, Economics and Philosophy
Evan Munro Evan Munro's UBS Wealth Management Experience September 2011 - December 2011
Job Analyst Principal Funding & Investment at Goldman Sachs
Industry
Experience
Goldman Sachs July 2014 - Present
Columbia University Department of Economics May 2013 - Present
Goldman Sachs May 2013 - August 2013
Columbia University Department of Economics January 2013 - May 2013
Bloomberg January 2012 - August 2012
UBS Wealth Management September 2011 - December 2011
W.R. Davis Engineering Ltd. June 2011 - August 2011
Skills
Matlab, Java, Hadoop, C, R, Economics, Microsoft Office, First Aid, French, JavaScript, Python, Unix, C++, Rhino 3D, Amazon Web Services..., Bloomberg Terminal
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Economics, Computer Science-Mathematics
Lisgar Collegiate Institute 2006 — 2010
Goldman Sachs July 2014 - Present
Columbia University Department of Economics May 2013 - Present
Goldman Sachs May 2013 - August 2013
Columbia University Department of Economics January 2013 - May 2013
Bloomberg January 2012 - August 2012
UBS Wealth Management September 2011 - December 2011
W.R. Davis Engineering Ltd. June 2011 - August 2011
Skills
Matlab, Java, Hadoop, C, R, Economics, Microsoft Office, First Aid, French, JavaScript, Python, Unix, C++, Rhino 3D, Amazon Web Services..., Bloomberg Terminal
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Economics, Computer Science-Mathematics
Lisgar Collegiate Institute 2006 — 2010
Gabrielle Lehu's UBS Wealth Management Experience July 2006 - December 2008
Job HR Business Partner, Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
UBS Financial Services December 2008 - April 2012
UBS Wealth Management July 2006 - December 2008
Skills
Succession Planning, Employee Relations, Performance Management, Human Resources, HRIS, Deferred Compensation, Talent Management, Employee Engagement, Talent Acquisition, Onboarding
Education
Cornell University 2002 — 2006
Bachelor of Science, Industrial Labor Relations
JPMorgan Chase April 2012 - Present
UBS Financial Services December 2008 - April 2012
UBS Wealth Management July 2006 - December 2008
Skills
Succession Planning, Employee Relations, Performance Management, Human Resources, HRIS, Deferred Compensation, Talent Management, Employee Engagement, Talent Acquisition, Onboarding
Education
Cornell University 2002 — 2006
Bachelor of Science, Industrial Labor Relations
Jeffrey North Jeffrey North's UBS Wealth Management Experience June 2011 - August 2011
Job Loan Officer at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC September 2012 - April 2013
UBS Wealth Management June 2011 - August 2011
Education
Cornell College 2008 — 2012
Bachelor's degree, Economic and Business Minor in Mathmatics
Prospect Mortgage, LLC September 2012 - April 2013
UBS Wealth Management June 2011 - August 2011
Education
Cornell College 2008 — 2012
Bachelor's degree, Economic and Business Minor in Mathmatics
Preetam Dutta Preetam Dutta's UBS Wealth Management Experience June 2011 - August 2011
Job Ph.D. Student in Computer Science at Columbia University
Industry Financial Services
Experience
Bloomberg New Energy Finance June 2014 - October 2014
Prudenza Capital Asset Management, LLC May 2013 - September 2013
Flintlock Capital Asset Management, LLC May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Yale School of Management August 2010 - August 2011
Tufts University July 2009 - March 2011
Skills
Research, Program Management, Programming, Economics, Spanish, Statistics, Cello, Editing, Data Analysis
Education
Columbia University in the City of New York 2014 — 2019
Doctor of Philosophy (Ph.D.), Computer Science
Yale University 2010 — 2014
Bachelor of Science (B.S.), Economics & Mathematics, Chemical Engineering
Bloomberg New Energy Finance June 2014 - October 2014
Prudenza Capital Asset Management, LLC May 2013 - September 2013
Flintlock Capital Asset Management, LLC May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Yale School of Management August 2010 - August 2011
Tufts University July 2009 - March 2011
Skills
Research, Program Management, Programming, Economics, Spanish, Statistics, Cello, Editing, Data Analysis
Education
Columbia University in the City of New York 2014 — 2019
Doctor of Philosophy (Ph.D.), Computer Science
Yale University 2010 — 2014
Bachelor of Science (B.S.), Economics & Mathematics, Chemical Engineering
C. Mark Baughan C. Mark Baughan's UBS Wealth Management Experience 2001 - 2006
Job Wealth Management
Industry Financial Services
Experience
Baughan Wealth Management December 2011 - Present
Merrill Lynch November 2006 - December 2011
UBS Wealth Management 2001 - 2006
Salomon Smith Barney 1999 - 2001
Skills
Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Series 7, Series 24, series 63, Series 65
Education
Cornell University 1984 — 1988
BS, Ag Ec
Tilton School 1983 — 1983
Prep
Baughan Wealth Management December 2011 - Present
Merrill Lynch November 2006 - December 2011
UBS Wealth Management 2001 - 2006
Salomon Smith Barney 1999 - 2001
Skills
Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Series 7, Series 24, series 63, Series 65
Education
Cornell University 1984 — 1988
BS, Ag Ec
Tilton School 1983 — 1983
Prep
Amit Siroya's UBS Wealth Management Experience January 2012 - May 2012
Job Investment Analyst
Industry Financial Services
Experience
IMC financial markets & asset management June 2012 - Present
Columbia University July 2011 - July 2012
UBS Wealth Management January 2012 - May 2012
J.P. Morgan February 2011 - June 2011
Qualcomm July 2009 - February 2011
Taiwan Semiconductor Manufacturing Company May 2008 - July 2008
The Entrepreneurship Cell, IIT Bombay 2007 - 2008
Centre for High Technology Materials, UNM May 2007 - July 2007
Skills
Analysis, Derivatives, Valuation, Portfolio Management, Entrepreneurship, Fixed Income, Equities, Competitive Analysis, Trading, Investments, Time Series Analysis, Financial Modeling, Asset Allocation
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (M.S.), Financial Engineering
Indian Institute of Technology, Bombay 2004 — 2009
Bachelor of Technology, Electrical Engineering(Microelectronics)
IMC financial markets & asset management June 2012 - Present
Columbia University July 2011 - July 2012
UBS Wealth Management January 2012 - May 2012
J.P. Morgan February 2011 - June 2011
Qualcomm July 2009 - February 2011
Taiwan Semiconductor Manufacturing Company May 2008 - July 2008
The Entrepreneurship Cell, IIT Bombay 2007 - 2008
Centre for High Technology Materials, UNM May 2007 - July 2007
Skills
Analysis, Derivatives, Valuation, Portfolio Management, Entrepreneurship, Fixed Income, Equities, Competitive Analysis, Trading, Investments, Time Series Analysis, Financial Modeling, Asset Allocation
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (M.S.), Financial Engineering
Indian Institute of Technology, Bombay 2004 — 2009
Bachelor of Technology, Electrical Engineering(Microelectronics)
Guyan Liu Guyan Liu's UBS Wealth Management Experience June 2011 - August 2011
Job Analyst at Invus Financial Advisors
Industry Investment Management
Experience
Invus Financial Advisors September 2012 - Present
TCFA Investment Contest May 2012 - October 2012
UBS Wealth Management June 2011 - August 2011
FreshDirect September 2010 - June 2011
BDA April 2010 - June 2010
Skills
Economics, Alternative Investments, Greater China, Equity Research, Trading, Hedge Funds, Financial Accounting, Corporate Finance, Long/Short Equity, Portfolio Management, Shanghainese, Asset Allocation
Education
Columbia University in the City of New York 2010 — 2012
Master's Degree, Management Science and Engineering
Shanghai Jiao Tong University 2006 — 2010
Bachelor's Degree, Economics
Shanghai Jiao Tong University 2008 — 2010
Bachelor's Degree, Computer Science
The High School Affliated to SJTU 2003 — 2006
High School, 理科班
Invus Financial Advisors September 2012 - Present
TCFA Investment Contest May 2012 - October 2012
UBS Wealth Management June 2011 - August 2011
FreshDirect September 2010 - June 2011
BDA April 2010 - June 2010
Skills
Economics, Alternative Investments, Greater China, Equity Research, Trading, Hedge Funds, Financial Accounting, Corporate Finance, Long/Short Equity, Portfolio Management, Shanghainese, Asset Allocation
Education
Columbia University in the City of New York 2010 — 2012
Master's Degree, Management Science and Engineering
Shanghai Jiao Tong University 2006 — 2010
Bachelor's Degree, Economics
Shanghai Jiao Tong University 2008 — 2010
Bachelor's Degree, Computer Science
The High School Affliated to SJTU 2003 — 2006
High School, 理科班
Daying Cao Daying Cao's UBS Wealth Management Experience June 2012 - August 2012
Job Quantitative Finance Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2015 - Present
JPMorgan Chase August 2012 - May 2015
UBS Wealth Management June 2012 - August 2012
Knights Investment Group April 2012 - May 2012
CITIC Securities July 2011 - August 2011
HSBC Bank China December 2009 - January 2010
Skills
Matlab, SPSS, SQL, R, SAS, Bloomberg, Visual Basic, C, VBA, Microsoft Office, Thompson One, Risk Management, Access, Thomson One, Data Analysis, Quantitative Finance, Data Mining, Predictive Modeling, Statistics, Fixed Income, Statistical Modeling, Time Series Analysis, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2012
MA, Statistics
Fayetteville State University 2009 — 2010
BS, Computer Science
East China University of Science and Technology 2006 — 2010
BS, Mathematics and Applied Mathematics
Bank of America May 2015 - Present
JPMorgan Chase August 2012 - May 2015
UBS Wealth Management June 2012 - August 2012
Knights Investment Group April 2012 - May 2012
CITIC Securities July 2011 - August 2011
HSBC Bank China December 2009 - January 2010
Skills
Matlab, SPSS, SQL, R, SAS, Bloomberg, Visual Basic, C, VBA, Microsoft Office, Thompson One, Risk Management, Access, Thomson One, Data Analysis, Quantitative Finance, Data Mining, Predictive Modeling, Statistics, Fixed Income, Statistical Modeling, Time Series Analysis, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2012
MA, Statistics
Fayetteville State University 2009 — 2010
BS, Computer Science
East China University of Science and Technology 2006 — 2010
BS, Mathematics and Applied Mathematics
Tracy Reuter Tracy Reuter's UBS Wealth Management Experience July 2005 - July 2007
Job Financial Services Professional with experience in Business Development and Private Wealth Management
Industry Financial Services
Experience
BlackRock September 2008 - September 2012
UBS Private Wealth Management August 2007 - September 2008
UBS Wealth Management July 2005 - July 2007
Skills
Series 7, Fixed Income, Asset Allocation, Wealth Management..., Mutual Funds, Wealth Management, Investments, Financial Advisory, High Net Worth..., Private Equity, Financial Modeling, Equities, Portfolio Management, Structured Products
Education
Columbia University in the City of New York 2001 — 2005
BA, Political Science
BlackRock September 2008 - September 2012
UBS Private Wealth Management August 2007 - September 2008
UBS Wealth Management July 2005 - July 2007
Skills
Series 7, Fixed Income, Asset Allocation, Wealth Management..., Mutual Funds, Wealth Management, Investments, Financial Advisory, High Net Worth..., Private Equity, Financial Modeling, Equities, Portfolio Management, Structured Products
Education
Columbia University in the City of New York 2001 — 2005
BA, Political Science
Andres Mack's UBS Wealth Management Experience May 2006 - August 2006
Job Software Support Engineer, SW Integration at Amazon Robotics
Industry Mechanical or Industrial Engineering
Experience
Amazon Robotics August 2015 - Present
Amazon (Kiva Systems LLC) June 2014 - August 2015
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2014 - June 2014
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2011 - December 2013
Cornell Gardening Department January 2010 - May 2010
Cornell MineSweeper January 2007 - May 2008
UBS Wealth Management May 2006 - August 2006
UBS Wealth Management May 2005 - August 2005
Skills
Risk Management, Valuation, Financial Analysis, Data Analysis, Statistics, Equities, Access, Financial Modeling, Marketing Management, Public Relations, Brand Management, Brand Development, Market Research, Competitive Analysis, Budgets, Analytics
Education
Cornell University 2005 — 2010
Bachelor's of Science, Operations Research and Information Engineering/Applied Economics and Management
Cornell University
Bachelors of Science, Independent Engineering Major: Operations Research and Information Engineering / Business
Amazon Robotics August 2015 - Present
Amazon (Kiva Systems LLC) June 2014 - August 2015
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2014 - June 2014
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2011 - December 2013
Cornell Gardening Department January 2010 - May 2010
Cornell MineSweeper January 2007 - May 2008
UBS Wealth Management May 2006 - August 2006
UBS Wealth Management May 2005 - August 2005
Skills
Risk Management, Valuation, Financial Analysis, Data Analysis, Statistics, Equities, Access, Financial Modeling, Marketing Management, Public Relations, Brand Management, Brand Development, Market Research, Competitive Analysis, Budgets, Analytics
Education
Cornell University 2005 — 2010
Bachelor's of Science, Operations Research and Information Engineering/Applied Economics and Management
Cornell University
Bachelors of Science, Independent Engineering Major: Operations Research and Information Engineering / Business
Laura Keller (Slebodnik) Laura Keller (Slebodnik)'s UBS Wealth Management Experience July 2008 - August 2009
Job Licensed Real Estate Salesperson Miami & New York
Industry Real Estate
Experience
Pulse International Realty May 2014 - Present
Keller Williams December 2013 - May 2014
Barclays Capital April 2011 - May 2013
Goldman Sachs August 2009 - May 2011
UBS Wealth Management July 2008 - August 2009
Skills
Portfolio Management, Risk Management, Equities, Investments, Financial Modeling, Bloomberg, Hedge Funds, Wealth Management, Derivatives, Fixed Income, Financial Analysis, Capital Markets, Securities, Real Estate Sales..., Series 7, Series 63, Series 65, Asset Managment, Investment Banking, Investment Properties, Real Estate, Real Estate Transactions, Customer Service, Listings, Referrals, Foreclosures, First Time Home Buyers, Leases, Sales, Client Relations, 1031 Exchanges, Resellers, Home Staging, New Home Sales, Buyers, Seller Representation, Buyer Representation, Marketing, Vacation Homes, Relocation
Education
Northeastern University 2003 — 2008
BSIB, Finance
Comillas Pontifical University 2006 — 2007
ICADE - E4 International Business, International Finance
Pulse International Realty May 2014 - Present
Keller Williams December 2013 - May 2014
Barclays Capital April 2011 - May 2013
Goldman Sachs August 2009 - May 2011
UBS Wealth Management July 2008 - August 2009
Skills
Portfolio Management, Risk Management, Equities, Investments, Financial Modeling, Bloomberg, Hedge Funds, Wealth Management, Derivatives, Fixed Income, Financial Analysis, Capital Markets, Securities, Real Estate Sales..., Series 7, Series 63, Series 65, Asset Managment, Investment Banking, Investment Properties, Real Estate, Real Estate Transactions, Customer Service, Listings, Referrals, Foreclosures, First Time Home Buyers, Leases, Sales, Client Relations, 1031 Exchanges, Resellers, Home Staging, New Home Sales, Buyers, Seller Representation, Buyer Representation, Marketing, Vacation Homes, Relocation
Education
Northeastern University 2003 — 2008
BSIB, Finance
Comillas Pontifical University 2006 — 2007
ICADE - E4 International Business, International Finance
Christopher Strayer Christopher Strayer's UBS Wealth Management Experience June 2012 - August 2012
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock February 2015 - Present
J.P. Morgan July 2013 - February 2015
UBS Wealth Management June 2012 - August 2012
Corning Incorporated June 2011 - August 2011
Skills
Market Research, Entrepreneurship, Business Planning, Product Development, Data Analysis, Public Speaking, Personal Financial..., Analysis, Management, Sales
Education
Cornell University 2009 — 2013
Applied Economics and Management, Specializations in Entrepreneurship and Strategy
BlackRock February 2015 - Present
J.P. Morgan July 2013 - February 2015
UBS Wealth Management June 2012 - August 2012
Corning Incorporated June 2011 - August 2011
Skills
Market Research, Entrepreneurship, Business Planning, Product Development, Data Analysis, Public Speaking, Personal Financial..., Analysis, Management, Sales
Education
Cornell University 2009 — 2013
Applied Economics and Management, Specializations in Entrepreneurship and Strategy
Marc Zeitoun, CFA's UBS Wealth Management Experience 1999 - 2006
Job Chief Product and Marketing Officer at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Brian Silver Brian Silver's UBS Wealth Management Experience July 2009 - August 2009
Job Investment Sales Associate at The Goldstein Group
Industry
Experience
The Goldstein Group September 2013 - Present
Bank of America U.S. Trust June 2012 - August 2012
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Wealth Management, Goal Oriented, Client, Investment Management, Asset Managment, Sales
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial and Labor Relations
Newark Academy 2005 — 2009
High School Diploma
The Goldstein Group September 2013 - Present
Bank of America U.S. Trust June 2012 - August 2012
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Wealth Management, Goal Oriented, Client, Investment Management, Asset Managment, Sales
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial and Labor Relations
Newark Academy 2005 — 2009
High School Diploma
Alex Heikali Alex Heikali's UBS Wealth Management Experience June 2010 - August 2010
Job Investment Banking Analyst Industrials Mergers & Acquisitions at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2013 - Present
Houlihan Lokey May 2012 - August 2012
Park Lane Investment Bank May 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, DCF, Corporate Finance, Economics, Bloomberg Terminal, LBO, Equities, Financial Analysis, Investment Banking, Equity Research, Private Equity, Mergers & Acquisitions, Business Valuation
Education
Cornell University 2009 — 2013
B.A., Economics
Milken Community High School 2005 — 2009
Houlihan Lokey July 2013 - Present
Houlihan Lokey May 2012 - August 2012
Park Lane Investment Bank May 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, DCF, Corporate Finance, Economics, Bloomberg Terminal, LBO, Equities, Financial Analysis, Investment Banking, Equity Research, Private Equity, Mergers & Acquisitions, Business Valuation
Education
Cornell University 2009 — 2013
B.A., Economics
Milken Community High School 2005 — 2009
Jessica Levy's UBS Wealth Management Experience May 2013 - Present
Job Intern at UBS Wealth Management
Industry
Experience
UBS Wealth Management May 2013 - Present
Jetro/ Restaurant Depot July 2012 - August 2012
City Bakery June 2012 - July 2012
Education
Cornell University 2010 — 2014
IESEG School of Management
Business, Management, Marketing, and Related Support Services
UBS Wealth Management May 2013 - Present
Jetro/ Restaurant Depot July 2012 - August 2012
City Bakery June 2012 - July 2012
Education
Cornell University 2010 — 2014
IESEG School of Management
Business, Management, Marketing, and Related Support Services
Ashley Zambito Ashley Zambito's UBS Wealth Management Experience June 2012 - August 2012
Job Financial Analyst at Gordian Group, LLC
Industry Investment Banking
Experience
Gordian Group, LLC August 2013 - Present
Columbia University September 2009 - May 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Economics, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Financial Modeling, Valuation, Social Media, Microsoft Word, Financial Analysis, Event Planning, Equities, Entrepreneurship, Analysis, Public Speaking, Corporate Finance, Editing, Investments, Research, Capital IQ, Stata, Market Research, Spanish
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Gordian Group, LLC August 2013 - Present
Columbia University September 2009 - May 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Economics, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Financial Modeling, Valuation, Social Media, Microsoft Word, Financial Analysis, Event Planning, Equities, Entrepreneurship, Analysis, Public Speaking, Corporate Finance, Editing, Investments, Research, Capital IQ, Stata, Market Research, Spanish
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Will Hardy's UBS Wealth Management Experience July 2012 - August 2012
Job Core Terminal Sales at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2015 - Present
Bloomberg LP January 2015 - May 2015
Bloomberg LP July 2014 - May 2015
Connecticut College Student Government Association August 2010 - July 2014
Jack Wills Aubin & Wills October 2011 - December 2013
Bloomberg LP June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
CAPITAL RESEARCH PARTNERS May 2010 - May 2010
Skills
Facebook, Budgets, Management, Editing, Social Media, Event Planning, Economics, Research, Social Media Marketing, PowerPoint, Time Management, Microsoft Excel, Marketing, Social Networking, Public Relations, Microsoft Word, Fundraising, Data Analysis, Public Speaking, Market Research, Teamwork
Education
Connecticut College 2010 — 2014
Bachelor's degree, Economics
Connecticut College 2010 — 2014
Bachelor's degree, Economics
Bloomberg LP May 2015 - Present
Bloomberg LP January 2015 - May 2015
Bloomberg LP July 2014 - May 2015
Connecticut College Student Government Association August 2010 - July 2014
Jack Wills Aubin & Wills October 2011 - December 2013
Bloomberg LP June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
CAPITAL RESEARCH PARTNERS May 2010 - May 2010
Skills
Facebook, Budgets, Management, Editing, Social Media, Event Planning, Economics, Research, Social Media Marketing, PowerPoint, Time Management, Microsoft Excel, Marketing, Social Networking, Public Relations, Microsoft Word, Fundraising, Data Analysis, Public Speaking, Market Research, Teamwork
Education
Connecticut College 2010 — 2014
Bachelor's degree, Economics
Connecticut College 2010 — 2014
Bachelor's degree, Economics
Nkem Nwuneli Nkem Nwuneli's UBS Wealth Management Experience January 2000 - August 2001
Job Senior Director, Learning and Organizational Effectiveness at Verifone
Industry Financial Services
Experience
Verifone March 2015 - Present
BlackRock May 2013 - March 2015
Time Inc. March 2011 - February 2013
Time Warner June 2006 - February 2011
Time Warner Inc. August 2003 - June 2006
Tiffany & Co. May 2002 - August 2003
UBS Wealth Management January 2000 - August 2001
TIAA-CREF May 1998 - August 1999
Skills
FIRO-B, SPSS, Leadership Development, Performance Management, MBTI, Talent Management, Strategy, Human Resources, Coaching, Leadership, Program Management, Employee Training, Employee Engagement, Organizational..., Vendor Management
Education
Columbia University in the City of New York 1997 — 2005
Ph.D., Organizational Psychology
University of Pennsylvania 1993 — 1997
BA, Psychology; Minor in English
Verifone March 2015 - Present
BlackRock May 2013 - March 2015
Time Inc. March 2011 - February 2013
Time Warner June 2006 - February 2011
Time Warner Inc. August 2003 - June 2006
Tiffany & Co. May 2002 - August 2003
UBS Wealth Management January 2000 - August 2001
TIAA-CREF May 1998 - August 1999
Skills
FIRO-B, SPSS, Leadership Development, Performance Management, MBTI, Talent Management, Strategy, Human Resources, Coaching, Leadership, Program Management, Employee Training, Employee Engagement, Organizational..., Vendor Management
Education
Columbia University in the City of New York 1997 — 2005
Ph.D., Organizational Psychology
University of Pennsylvania 1993 — 1997
BA, Psychology; Minor in English
Andrew Demas Andrew Demas's UBS Wealth Management Experience September 2012 - August 2014
Job Founder of Framing NY
Industry
Experience
Framing NY May 2015 - Present
Gensler Summer Studio June 2013 - August 2015
Adobe January 2013 - August 2015
UBS Wealth Management September 2012 - August 2014
Clement Architect's June 2009 - August 2012
Madison Racquet and Swim Club June 2008 - August 2012
Education
Columbia University in the City of New York 2011 — 2015
Horace Mann School 2007 — 2011
Saint David's School 1999 — 2007
Framing NY May 2015 - Present
Gensler Summer Studio June 2013 - August 2015
Adobe January 2013 - August 2015
UBS Wealth Management September 2012 - August 2014
Clement Architect's June 2009 - August 2012
Madison Racquet and Swim Club June 2008 - August 2012
Education
Columbia University in the City of New York 2011 — 2015
Horace Mann School 2007 — 2011
Saint David's School 1999 — 2007
Kenneth Zauderer Kenneth Zauderer's UBS Wealth Management Experience June 2011 - August 2011
Job Business Analyst at Deloitte Consulting Strategy & Operations
Industry Management Consulting
Experience
Deloitte Consulting - Strategy & Operations August 2014 - Present
Andrew Cuomo 2014 February 2014 - May 2014
Columbia Business School August 2013 - January 2014
The Conference Board June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Neverware June 2010 - August 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (BA), Political Science, Magna Cum Laude
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer, Strategic Management
New York University 2010 — 2011
Hebrew Academy of the Five Towns and Rockaway 2006 — 2010
Deloitte Consulting - Strategy & Operations August 2014 - Present
Andrew Cuomo 2014 February 2014 - May 2014
Columbia Business School August 2013 - January 2014
The Conference Board June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Neverware June 2010 - August 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (BA), Political Science, Magna Cum Laude
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer, Strategic Management
New York University 2010 — 2011
Hebrew Academy of the Five Towns and Rockaway 2006 — 2010
Alexandra Gorman's UBS Wealth Management Experience August 2015 - Present
Job Wealth Management GTP Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
UBS Wealth Management June 2014 - August 2014
Ipreo June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, CQ5, Bloomberg Terminal, Wealth Management..., Financial Analysis, Data Analysis, Event Planning, Microsoft Office, Microsoft Word, Leadership
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics & Management (AEM); Double Concentration in Finance and Strategy
UBS Wealth Management August 2015 - Present
UBS Wealth Management June 2014 - August 2014
Ipreo June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, CQ5, Bloomberg Terminal, Wealth Management..., Financial Analysis, Data Analysis, Event Planning, Microsoft Office, Microsoft Word, Leadership
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics & Management (AEM); Double Concentration in Finance and Strategy
Anthony (TJ) Toro, CFA Anthony (TJ) Toro, CFA's UBS Wealth Management Experience June 2008 - August 2008
Job Trader at Deimos Asset Management
Industry Financial Services
Experience
Deimos Asset Management February 2015 - Present
Guggenheim Global Trading September 2011 - February 2015
360 Global Capital June 2010 - September 2011
Chimera Securities November 2009 - June 2010
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg, Hedge Funds, Finance, Investments, Financial Modeling, Valuation
Education
Cornell University 2005 — 2009
Bachelor of Science, Applied Economics and Management Major, Biometry and Statistics Minor
Deimos Asset Management February 2015 - Present
Guggenheim Global Trading September 2011 - February 2015
360 Global Capital June 2010 - September 2011
Chimera Securities November 2009 - June 2010
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg, Hedge Funds, Finance, Investments, Financial Modeling, Valuation
Education
Cornell University 2005 — 2009
Bachelor of Science, Applied Economics and Management Major, Biometry and Statistics Minor
Marco Vargas-Avila's UBS Wealth Management Experience February 2011 - May 2011
Job Global Logistics. Individual Solutions.
Industry Logistics and Supply Chain
Experience
Damco (part of the AP Moller-Maersk Group) July 2015 - Present
The Grane Companies May 2015 - July 2015
Grane Logistics Express (The Grane Companies) September 2013 - May 2015
Total Quality Logistics February 2013 - September 2013
UBS Wealth Management February 2011 - May 2011
The Davis Center for Portfolio Management August 2009 - May 2011
Vector Marketing Corporation May 2009 - September 2010
Venture Manufacturing Company January 2009 - March 2009
Skills
3PL, Sales, Transportation, Financial Analysis, Finance, Leadership, Public Speaking, Management, Statistics, Translation, Microsoft Excel, Spanish, Training, Microsoft Office, Logistics
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Comillas Pontifical University / ICADE 2010 — 2010
Exchange Program, Economics & Finance
Geneva Community High School 2004 — 2008
High School Diploma
Damco (part of the AP Moller-Maersk Group) July 2015 - Present
The Grane Companies May 2015 - July 2015
Grane Logistics Express (The Grane Companies) September 2013 - May 2015
Total Quality Logistics February 2013 - September 2013
UBS Wealth Management February 2011 - May 2011
The Davis Center for Portfolio Management August 2009 - May 2011
Vector Marketing Corporation May 2009 - September 2010
Venture Manufacturing Company January 2009 - March 2009
Skills
3PL, Sales, Transportation, Financial Analysis, Finance, Leadership, Public Speaking, Management, Statistics, Translation, Microsoft Excel, Spanish, Training, Microsoft Office, Logistics
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Comillas Pontifical University / ICADE 2010 — 2010
Exchange Program, Economics & Finance
Geneva Community High School 2004 — 2008
High School Diploma
Faz Khan Faz Khan's UBS Wealth Management Experience May 2009 - August 2009
Job Finance Operations at Verizon
Industry Financial Services
Experience
Verizon September 2014 - Present
Sears Home Improvement Products July 2013 - September 2014
The Newport Group May 2013 - July 2013
Aon Hewitt December 2011 - May 2013
Cornell University August 2007 - May 2011
Oasis Outsourcing June 2010 - August 2010
American Eagle Outfitters June 2007 - January 2010
UBS Wealth Management May 2009 - August 2009
Skills
Research, Microsoft Office, Social Media Marketing, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Social Media, Customer Service, Fundraising, Event Planning, Statistics, Nonprofits, Community Outreach, Leadership, Social Networking, Marketing, Access, Teamwork, Human Resources, Facebook, Strategic Planning, Marketing Strategy, Marketing Communications, Lotus Notes, Time Management, Training, Market Research, Outlook
Education
Cornell University
Bachelor's Degree, Applied Economics and Management
Verizon September 2014 - Present
Sears Home Improvement Products July 2013 - September 2014
The Newport Group May 2013 - July 2013
Aon Hewitt December 2011 - May 2013
Cornell University August 2007 - May 2011
Oasis Outsourcing June 2010 - August 2010
American Eagle Outfitters June 2007 - January 2010
UBS Wealth Management May 2009 - August 2009
Skills
Research, Microsoft Office, Social Media Marketing, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Social Media, Customer Service, Fundraising, Event Planning, Statistics, Nonprofits, Community Outreach, Leadership, Social Networking, Marketing, Access, Teamwork, Human Resources, Facebook, Strategic Planning, Marketing Strategy, Marketing Communications, Lotus Notes, Time Management, Training, Market Research, Outlook
Education
Cornell University
Bachelor's Degree, Applied Economics and Management
Perry Ninness's UBS Wealth Management Experience March 2015 - Present
Job UBS Wealth Management
Industry Real Estate
Experience
UBS Wealth Management March 2015 - Present
Keller Williams Realty, Inc. June 2014 - Present
Reed Smith LLP February 2015 - May 2015
DoubleTree Pittsburgh Green Tree January 2013 - May 2014
Static PGH September 2012 - October 2012
Blu Lounge January 2012 - August 2012
McB Autosport Pittsburgh January 2009 - June 2009
Skills
Social Media, Marketing, Event Management, Social Media Marketing, Event Planning, Customer Service, Social Networking, Facebook, Management, Marketing Communications, Bartending, Sales Operations, Time Management, Public Relations, Email Marketing, Lead Generation, Negotiation, Accounting, Billing Process, Client Services, Client Relations, Client Representation, New Home Sales, Residential Homes, Commercial Real Estate, Contract Negotiation
Education
Point Park University 2013 — 2016
Bachelor's degree, Accounting
Community College of Allegheny County 2012 — 2012
Bachelor's degree, Accounting
Indiana University-Purdue University at Indianapolis 2009 — 2011
Motorsports Engineering
Ivy Tech Community College 2011 — 2011
Accounting
UBS Wealth Management March 2015 - Present
Keller Williams Realty, Inc. June 2014 - Present
Reed Smith LLP February 2015 - May 2015
DoubleTree Pittsburgh Green Tree January 2013 - May 2014
Static PGH September 2012 - October 2012
Blu Lounge January 2012 - August 2012
McB Autosport Pittsburgh January 2009 - June 2009
Skills
Social Media, Marketing, Event Management, Social Media Marketing, Event Planning, Customer Service, Social Networking, Facebook, Management, Marketing Communications, Bartending, Sales Operations, Time Management, Public Relations, Email Marketing, Lead Generation, Negotiation, Accounting, Billing Process, Client Services, Client Relations, Client Representation, New Home Sales, Residential Homes, Commercial Real Estate, Contract Negotiation
Education
Point Park University 2013 — 2016
Bachelor's degree, Accounting
Community College of Allegheny County 2012 — 2012
Bachelor's degree, Accounting
Indiana University-Purdue University at Indianapolis 2009 — 2011
Motorsports Engineering
Ivy Tech Community College 2011 — 2011
Accounting
Carl M. Ostergaard, Jr. Carl M. Ostergaard, Jr.'s UBS Wealth Management Experience August 2010 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2010 - Present
U.S. Air Force Reserve August 2001 - Present
Chase Investment Services Corp. November 2005 - August 2010
American Express Financial Advisors March 2001 - November 2005
Army National Guard October 1991 - October 2000
Skills
Series 7, Series 24, Series 63, Series 65, Insurance Planning, Annuities, Retirement Planning, Financial Planning, Notary Public, Financial Planners, Retirement, Strategic Financial..., Uniform Combined State..., Accident, Fixed Annuities, Military
Education
Fairleigh Dickinson University
BA, Political Science
Community College of the Air Force
AS, Transportation
County College of Morris
AA, Social Science
UBS Wealth Management August 2010 - Present
U.S. Air Force Reserve August 2001 - Present
Chase Investment Services Corp. November 2005 - August 2010
American Express Financial Advisors March 2001 - November 2005
Army National Guard October 1991 - October 2000
Skills
Series 7, Series 24, Series 63, Series 65, Insurance Planning, Annuities, Retirement Planning, Financial Planning, Notary Public, Financial Planners, Retirement, Strategic Financial..., Uniform Combined State..., Accident, Fixed Annuities, Military
Education
Fairleigh Dickinson University
BA, Political Science
Community College of the Air Force
AS, Transportation
County College of Morris
AA, Social Science
Sandy Hsu, CPA Sandy Hsu, CPA's UBS Wealth Management Experience June 2009 - August 2009
Job Senior Merchandise Planner at J.Crew
Industry Retail
Experience
J.Crew June 2015 - Present
J.Crew April 2014 - June 2015
J. Crew October 2012 - April 2014
Ernst & Young September 2010 - October 2012
UBS Wealth Management June 2009 - August 2009
Sciarabba Walker and Co. LLP January 2009 - April 2009
Skills
Hedge Funds, Investments, Due Diligence
Education
Cornell University 2006 — 2010
BS, Applied Economics and Management
J.Crew June 2015 - Present
J.Crew April 2014 - June 2015
J. Crew October 2012 - April 2014
Ernst & Young September 2010 - October 2012
UBS Wealth Management June 2009 - August 2009
Sciarabba Walker and Co. LLP January 2009 - April 2009
Skills
Hedge Funds, Investments, Due Diligence
Education
Cornell University 2006 — 2010
BS, Applied Economics and Management
Bernie Goldstein Bernie Goldstein's UBS Wealth Management Experience February 2003 - March 2005
Job Senior Training Manager, Head U.S. Sales Training & Certified Executive Coach at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason August 2014 - Present
Legg Mason April 2010 - July 2014
Bernstein Global Wealth Management October 2007 - April 2010
Bernstein Global Wealth Management March 2005 - September 2007
UBS Wealth Management February 2003 - March 2005
Skills
Talent Management, Leadership Development, Series 7, Asset Allocation, Succession Planning, Financial Services, Training, MBTI, Strategic Planning, Wealth Management, Investments, Mutual Funds, Series 63, Asset Managment
Education
University of Florida - Warrington College Of Business 2006 — 2008
MBA
Columbia University in the City of New York 1998 — 2002
Jewish Theological Seminary
Legg Mason August 2014 - Present
Legg Mason April 2010 - July 2014
Bernstein Global Wealth Management October 2007 - April 2010
Bernstein Global Wealth Management March 2005 - September 2007
UBS Wealth Management February 2003 - March 2005
Skills
Talent Management, Leadership Development, Series 7, Asset Allocation, Succession Planning, Financial Services, Training, MBTI, Strategic Planning, Wealth Management, Investments, Mutual Funds, Series 63, Asset Managment
Education
University of Florida - Warrington College Of Business 2006 — 2008
MBA
Columbia University in the City of New York 1998 — 2002
Jewish Theological Seminary
Clark Smith Clark Smith's UBS Wealth Management Experience January 2013 - July 2015
Job Senior VP, SunTrust Bank
Industry Financial Services
Experience
SunTrust August 2015 - Present
UBS Wealth Management January 2013 - July 2015
UBS Financial Services Inc August 2009 - December 2012
UBS Financial Services Inc October 2007 - July 2009
UBS Financial Services, Inc July 2005 - September 2007
Wachovia Securities January 2003 - May 2004
Prudential Securities April 2000 - January 2003
Prudential Securities December 1998 - April 2000
U.S. Naval Reserves December 1994 - May 1999
Prudential Securities August 1994 - December 1998
Skills
Leadership, Sales Management, Recruiting, Wealth Management, Financial Advisory, Life Insurance, Annuity Sales, Coaching, Training, Management, Leadership Development, Investment Strategies, Series 8, Series 7, Series 63, Series 65
Education
Cornell University 1984 — 1988
BA, Government, Economics, German
Oley Valley High School 1980 — 1984
Diploma
SunTrust August 2015 - Present
UBS Wealth Management January 2013 - July 2015
UBS Financial Services Inc August 2009 - December 2012
UBS Financial Services Inc October 2007 - July 2009
UBS Financial Services, Inc July 2005 - September 2007
Wachovia Securities January 2003 - May 2004
Prudential Securities April 2000 - January 2003
Prudential Securities December 1998 - April 2000
U.S. Naval Reserves December 1994 - May 1999
Prudential Securities August 1994 - December 1998
Skills
Leadership, Sales Management, Recruiting, Wealth Management, Financial Advisory, Life Insurance, Annuity Sales, Coaching, Training, Management, Leadership Development, Investment Strategies, Series 8, Series 7, Series 63, Series 65
Education
Cornell University 1984 — 1988
BA, Government, Economics, German
Oley Valley High School 1980 — 1984
Diploma
Chris Bumstead's UBS Wealth Management Experience June 2015 - August 2015
Job Summer Intern at UBS Wealth Management
Industry
Experience
UBS Wealth Management June 2015 - August 2015
Club Corp - Cherry Valley Country Club May 2014 - August 2014
D1 Baseball Barn January 2013 - March 2013
Burnt Hill Sports November 2010 - April 2012
Skills
Marketing, Baseball, Microsoft Word, PowerPoint, Sales, Economics, Microsoft Excel, Sports Coaching
Education
Cornell University 2014 — 2017
Economics and Italian, 3.25
Dickinson College 2013 — 2014
Montgomery High School 2009 — 2013
UBS Wealth Management June 2015 - August 2015
Club Corp - Cherry Valley Country Club May 2014 - August 2014
D1 Baseball Barn January 2013 - March 2013
Burnt Hill Sports November 2010 - April 2012
Skills
Marketing, Baseball, Microsoft Word, PowerPoint, Sales, Economics, Microsoft Excel, Sports Coaching
Education
Cornell University 2014 — 2017
Economics and Italian, 3.25
Dickinson College 2013 — 2014
Montgomery High School 2009 — 2013
Diallo Hall's UBS Wealth Management Experience August 2010 - September 2011
Job Managing Editor Content Strategy + Thought Leadership at Loquatio LLC
Industry Research
Experience
Loquatio LLC January 2015 - Present
Fortune Magazine April 2013 - December 2014
The Economist Intelligence Unit September 2011 - April 2013
UBS Wealth Management August 2010 - September 2011
Federal Reserve Bank of New York June 2006 - August 2010
Fitch Ratings 2005 - 2006
Standard & Poor's 1999 - 2003
Carson Group 1994 - 1998
Skills
Strategy, Blogging, Leadership, Editing, Social Media, Analysis, Research, Press Releases, Risk Management, Financial Services, Publishing, Social Media Marketing, Marketing, Economics, Marketing Communications, Content Strategy, Finance, Investor Relations, Equities, Fixed Income, White Papers, Structured Products, Market Risk, Credit Rating, Custom Content..., Commodity, Rates, Operational Risk, Banking Law, Financial Education, Writing, Digital Media
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MIA, International Economics and Business
University of Pennsylvania 1992 — 1994
BA, Political Science (Political Philosophy)
University of Virginia 1990 — 1991
Loquatio LLC January 2015 - Present
Fortune Magazine April 2013 - December 2014
The Economist Intelligence Unit September 2011 - April 2013
UBS Wealth Management August 2010 - September 2011
Federal Reserve Bank of New York June 2006 - August 2010
Fitch Ratings 2005 - 2006
Standard & Poor's 1999 - 2003
Carson Group 1994 - 1998
Skills
Strategy, Blogging, Leadership, Editing, Social Media, Analysis, Research, Press Releases, Risk Management, Financial Services, Publishing, Social Media Marketing, Marketing, Economics, Marketing Communications, Content Strategy, Finance, Investor Relations, Equities, Fixed Income, White Papers, Structured Products, Market Risk, Credit Rating, Custom Content..., Commodity, Rates, Operational Risk, Banking Law, Financial Education, Writing, Digital Media
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MIA, International Economics and Business
University of Pennsylvania 1992 — 1994
BA, Political Science (Political Philosophy)
University of Virginia 1990 — 1991
Gabrielle Kim's UBS Wealth Management Experience August 2013 - Present
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
UBS Wealth Management June 2012 - August 2012
Cornell University June 2011 - January 2012
Skills
Economics, Microsoft Excel
Education
Cornell University 2009 — 2013
B.A., Economics
UBS Wealth Management August 2013 - Present
UBS Wealth Management June 2012 - August 2012
Cornell University June 2011 - January 2012
Skills
Economics, Microsoft Excel
Education
Cornell University 2009 — 2013
B.A., Economics
Gundeep Singh's UBS Wealth Management Experience September 2012 - June 2013
Job Student at Cornell University
Industry Financial Services
Experience
Centauri Investment Management June 2015 - Present
Cornell University School of Hotel Administration August 2014 - Present
HazelTree June 2014 - Present
UBS Wealth Management September 2012 - June 2013
Office of Congressman Steven R Rothman June 2011 - August 2012
Skills
Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Microsoft Word, Customer Service, Teamwork, Research, Morningstar, Intranet Quorum, International Relations, Foreign Languages, Leadership, Financial Modeling, Data Analysis, Finance, Hospitality
Education
Cornell University 2013 — 2017
Bachelor's Degree, Hotel Administration
BCA
Centauri Investment Management June 2015 - Present
Cornell University School of Hotel Administration August 2014 - Present
HazelTree June 2014 - Present
UBS Wealth Management September 2012 - June 2013
Office of Congressman Steven R Rothman June 2011 - August 2012
Skills
Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Microsoft Word, Customer Service, Teamwork, Research, Morningstar, Intranet Quorum, International Relations, Foreign Languages, Leadership, Financial Modeling, Data Analysis, Finance, Hospitality
Education
Cornell University 2013 — 2017
Bachelor's Degree, Hotel Administration
BCA
Alec Shea's UBS Wealth Management Experience May 2015 - August 2015
Job Credit Intern at UBS Wealth Management
Industry
Experience
UBS Wealth Management May 2015 - August 2015
Ren Asian Bistro July 2014 - December 2014
All the Perks Espresso Cafe June 2011 - August 2014
Education
University of Southern California 2014 — 2018
Business Administration
Northwood High School 2010 — 2014
High School Diploma
Cornell University 2013 — 2013
Summer Course
UBS Wealth Management May 2015 - August 2015
Ren Asian Bistro July 2014 - December 2014
All the Perks Espresso Cafe June 2011 - August 2014
Education
University of Southern California 2014 — 2018
Business Administration
Northwood High School 2010 — 2014
High School Diploma
Cornell University 2013 — 2013
Summer Course
Lexie Brackenridge's UBS Wealth Management Experience November 2014 - January 2015
Job Incoming Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Goldman Sachs June 2015 - August 2015
UBS Wealth Management November 2014 - January 2015
Gabriel Gomez for U.S. Senate May 2013 - July 2013
Romney for President June 2012 - November 2012
Romney for President February 2012 - June 2012
Skills
Social Media, Research, Public Speaking, Blogging, Facebook, Politics, Public Policy, Management, Stata, Political Science
Education
Columbia University in the City of New York 2013 — 2016
Bachelor of Arts (B.A.), Financial Economics, Business Management
Williams College 2012 — 2013
Bachelor of Arts (B.A.), Economics and Political Science
Noble and Greenough School 2008 — 2012
High School
Goldman Sachs August 2015 - Present
Goldman Sachs June 2015 - August 2015
UBS Wealth Management November 2014 - January 2015
Gabriel Gomez for U.S. Senate May 2013 - July 2013
Romney for President June 2012 - November 2012
Romney for President February 2012 - June 2012
Skills
Social Media, Research, Public Speaking, Blogging, Facebook, Politics, Public Policy, Management, Stata, Political Science
Education
Columbia University in the City of New York 2013 — 2016
Bachelor of Arts (B.A.), Financial Economics, Business Management
Williams College 2012 — 2013
Bachelor of Arts (B.A.), Economics and Political Science
Noble and Greenough School 2008 — 2012
High School
Faisal Ahmad Faisal Ahmad's UBS Wealth Management Experience January 2013 - May 2013
Job Credit Trading Desk Analyst, Citi
Industry Financial Services
Experience
Citi August 2015 - Present
American Express April 2014 - August 2015
BlackRock 2014 - April 2014
UBS Wealth Management January 2013 - May 2013
National Science Foundation June 2010 - August 2010
Skills
Matlab, Monte Carlo Simulation, Quantitative Finance, R, Mathematical Modeling, C++, Data Mining, Econometrics, Optimization, Numerical Analysis, Operations Research, Financial Engineering, Programming, VBA
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Operations Research
Delhi College of Engineering 2008 — 2012
Bachelor of Engineering (B.E.)
Citi August 2015 - Present
American Express April 2014 - August 2015
BlackRock 2014 - April 2014
UBS Wealth Management January 2013 - May 2013
National Science Foundation June 2010 - August 2010
Skills
Matlab, Monte Carlo Simulation, Quantitative Finance, R, Mathematical Modeling, C++, Data Mining, Econometrics, Optimization, Numerical Analysis, Operations Research, Financial Engineering, Programming, VBA
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Operations Research
Delhi College of Engineering 2008 — 2012
Bachelor of Engineering (B.E.)
Veronique Pineau Veronique Pineau's UBS Wealth Management Experience May 2001 - June 2002
Job Certified Dog Trainer at SixPaws Dog School
Industry Consumer Services
Experience
SixPaws Dog School January 2014 - Present
Masimo Corporation July 2012 - July 2013
Stonehage April 2010 - June 2012
Accelerize New Media June 2007 - February 2009
PremierOne Insurance September 2006 - June 2007
Steel Series December 2005 - September 2006
Waddell & Reed July 2003 - January 2005
UBS Wealth Management May 2001 - June 2002
MetLife June 1992 - April 2001
Morgan Stanley June 1992 - June 1993
Skills
Financial Reporting, Accounting, Account Reconciliation, QuickBooks, Internal Audit, Financial Accounting
Education
New York University 1999 — 2000
Financial Planning Certificate, Financial Planning
Columbia University in the City of New York 1983 — 1986
B.A., Computer Science
SixPaws Dog School January 2014 - Present
Masimo Corporation July 2012 - July 2013
Stonehage April 2010 - June 2012
Accelerize New Media June 2007 - February 2009
PremierOne Insurance September 2006 - June 2007
Steel Series December 2005 - September 2006
Waddell & Reed July 2003 - January 2005
UBS Wealth Management May 2001 - June 2002
MetLife June 1992 - April 2001
Morgan Stanley June 1992 - June 1993
Skills
Financial Reporting, Accounting, Account Reconciliation, QuickBooks, Internal Audit, Financial Accounting
Education
New York University 1999 — 2000
Financial Planning Certificate, Financial Planning
Columbia University in the City of New York 1983 — 1986
B.A., Computer Science
Matthew Schmohl's UBS Wealth Management Experience June 2009 - August 2009
Job Engineer at Jet.com
Industry Computer Software
Experience
Jet.com June 2015 - Present
Etsy July 2014 - June 2015
Offerpop August 2012 - June 2014
Accenture October 2011 - August 2012
Accenture July 2010 - October 2011
UBS Wealth Management June 2009 - August 2009
Skills
Distributed Algorithms, Data Analysis, Data Science, Statistics, Analytics, Functional Programming, Linear Algebra, F#, Python, C#, PHP, NumPy, SQL, R, Scala, Machine Learning, Business Intelligence, Hadoop, MapReduce, JavaScript
Education
Cornell University 2006 — 2010
B.S. Engineering, Engineering Mathematics, Operations Research
Jet.com June 2015 - Present
Etsy July 2014 - June 2015
Offerpop August 2012 - June 2014
Accenture October 2011 - August 2012
Accenture July 2010 - October 2011
UBS Wealth Management June 2009 - August 2009
Skills
Distributed Algorithms, Data Analysis, Data Science, Statistics, Analytics, Functional Programming, Linear Algebra, F#, Python, C#, PHP, NumPy, SQL, R, Scala, Machine Learning, Business Intelligence, Hadoop, MapReduce, JavaScript
Education
Cornell University 2006 — 2010
B.S. Engineering, Engineering Mathematics, Operations Research
Lauren Bariexca Lauren Bariexca's UBS Wealth Management Experience June 2009 - August 2009
Job Prime Brokerage Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch June 2010 - July 2010
UBS Wealth Management June 2009 - August 2009
Skills
Series 7, Bloomberg, Series 63, Capital Markets, Hedge Funds, Equities
Education
Cornell University 2007 — 2011
BS, Applied Economics and Management
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch June 2010 - July 2010
UBS Wealth Management June 2009 - August 2009
Skills
Series 7, Bloomberg, Series 63, Capital Markets, Hedge Funds, Equities
Education
Cornell University 2007 — 2011
BS, Applied Economics and Management
Anelise Hohl Anelise Hohl's UBS Wealth Management Experience May 2012 - August 2012
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates July 2015 - Present
Peggotty Investment Club January 2013 - May 2015
Brook Venture Partners May 2014 - August 2014
Chez Shell Boutique May 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Angel Heart Cakes May 2011 - May 2011
Skills
Time Management, Valuation, Leadership, Teamwork, Deal Sourcing, Due Diligence, Market Research, Competitive Analysis, Social Media, Logical Thinker, Microsoft Office
Education
Connecticut College 2011 — 2015
Bachelor's Degree, Economics and Government
Menlo School
Hillview Middle School
Cambridge Associates July 2015 - Present
Peggotty Investment Club January 2013 - May 2015
Brook Venture Partners May 2014 - August 2014
Chez Shell Boutique May 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Angel Heart Cakes May 2011 - May 2011
Skills
Time Management, Valuation, Leadership, Teamwork, Deal Sourcing, Due Diligence, Market Research, Competitive Analysis, Social Media, Logical Thinker, Microsoft Office
Education
Connecticut College 2011 — 2015
Bachelor's Degree, Economics and Government
Menlo School
Hillview Middle School
Vivian Vigliotti's UBS Wealth Management Experience March 2015 - May 2015
Job PPDP Actuarial Pricing Intern at Travelers
Industry Financial Services
Experience
Travelers June 2015 - August 2015
UBS Wealth Management March 2015 - May 2015
Connecticut College 2012 - 2015
Edgehill Endowment Partners May 2014 - August 2014
Peggotty Investment Club February 2014 - May 2014
The Office of Sustainability at Connecticut College September 2013 - May 2014
Albertus Magnus College June 2013 - August 2013
Yale University May 2012 - September 2012
Yale New Haven Hospital June 2011 - August 2011
Skills
Passion for Helping..., Academic Tutoring, Volunteering, Sustainable Development, Photoshop, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Sketching, Statistics, Data Analysis, Quantitative Research, Time Management, Research
Education
Connecticut College 2012 — 2016
Connecticut College 2012 — 2016
Major: Economics Minors: Mathematics & Applied Statistics
ISI Florence 2014 — 2014
Bachelor's Degree, Business/Managerial Economics, Junior Year
Hamden Hall Country Day School 2008 — 2012
Travelers June 2015 - August 2015
UBS Wealth Management March 2015 - May 2015
Connecticut College 2012 - 2015
Edgehill Endowment Partners May 2014 - August 2014
Peggotty Investment Club February 2014 - May 2014
The Office of Sustainability at Connecticut College September 2013 - May 2014
Albertus Magnus College June 2013 - August 2013
Yale University May 2012 - September 2012
Yale New Haven Hospital June 2011 - August 2011
Skills
Passion for Helping..., Academic Tutoring, Volunteering, Sustainable Development, Photoshop, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Sketching, Statistics, Data Analysis, Quantitative Research, Time Management, Research
Education
Connecticut College 2012 — 2016
Connecticut College 2012 — 2016
Major: Economics Minors: Mathematics & Applied Statistics
ISI Florence 2014 — 2014
Bachelor's Degree, Business/Managerial Economics, Junior Year
Hamden Hall Country Day School 2008 — 2012
Chad Musgrove Chad Musgrove's UBS Wealth Management Experience October 2006 - May 2007
Job Commercial Real Estate Finance Professional
Industry Financial Services
Experience
Hunt Mortgage Group April 2015 - Present
Hunt Mortgage Group May 2014 - April 2015
Centerline Capital Group July 2012 - May 2014
Centerline Capital Group November 2011 - July 2012
Auriemma Consulting Group May 2011 - November 2011
Coleman Research Group March 2010 - January 2011
Columbia Business School August 2009 - December 2009
New York City Department of Finance June 2008 - August 2008
UBS Wealth Management October 2006 - May 2007
Skills
Market Research, Excel, Direct Sales, Real Estate, Real Estate Financing, Data Interpretation, Organizational..., Strategic Leadership, New Business Development, Commercial Lending, Real Estate Lending, Direct Lending, Investment Property..., FHA financing, Investment Properties, Negotiation, Real Estate Due..., Commercial Real Estate..., Brokerage, Business & Strategic..., Mortgage Underwriting, CMBS, Multi-family, Strategic Planning, Data Analysis, Microsoft Excel, Private Equity, Networking, Loans, Equities, Commercial Real Estate, Mortgage Lending, Asset Management, Real Estate Economics, Analysis, Securities
Education
Columbia University in the City of New York 2004 — 2009
Bachelor of Arts, Economics
Hunt Mortgage Group April 2015 - Present
Hunt Mortgage Group May 2014 - April 2015
Centerline Capital Group July 2012 - May 2014
Centerline Capital Group November 2011 - July 2012
Auriemma Consulting Group May 2011 - November 2011
Coleman Research Group March 2010 - January 2011
Columbia Business School August 2009 - December 2009
New York City Department of Finance June 2008 - August 2008
UBS Wealth Management October 2006 - May 2007
Skills
Market Research, Excel, Direct Sales, Real Estate, Real Estate Financing, Data Interpretation, Organizational..., Strategic Leadership, New Business Development, Commercial Lending, Real Estate Lending, Direct Lending, Investment Property..., FHA financing, Investment Properties, Negotiation, Real Estate Due..., Commercial Real Estate..., Brokerage, Business & Strategic..., Mortgage Underwriting, CMBS, Multi-family, Strategic Planning, Data Analysis, Microsoft Excel, Private Equity, Networking, Loans, Equities, Commercial Real Estate, Mortgage Lending, Asset Management, Real Estate Economics, Analysis, Securities
Education
Columbia University in the City of New York 2004 — 2009
Bachelor of Arts, Economics
Chad Bukowski Chad Bukowski's UBS Wealth Management Experience 2003 - 2008
Job Insurance Agent/Owner
Industry Financial Services
Experience
Royal Insurance Agency April 2012 - Present
Edward Jones Mortgage August 2010 - June 2012
Wells Fargo Home Mortgage 2008 - 2010
UBS Wealth Management 2003 - 2008
GMAC/Homecomings Financial Network 1996 - 2002
Skills
Mortgage Lending, Business Development, Training, Financial Services, Insurance, Mortgage Banking, Refinance, Residential Mortgages, Underwriting, FHA, Loan Origination, Loans, Sales, Investments, Investment Properties, First Time Home Buyers, Financial Analysis, Customer Service, Credit, Real Estate, FHA financing, Marketing, Marketing Strategy
Education
Concordia University-St. Paul 2000 — 2002
B.A., Marketing Management
St. Cloud State University 1993 — 1996
A.A., Business
University of Minnesota-Duluth 1992 — 1993
Royal Insurance Agency April 2012 - Present
Edward Jones Mortgage August 2010 - June 2012
Wells Fargo Home Mortgage 2008 - 2010
UBS Wealth Management 2003 - 2008
GMAC/Homecomings Financial Network 1996 - 2002
Skills
Mortgage Lending, Business Development, Training, Financial Services, Insurance, Mortgage Banking, Refinance, Residential Mortgages, Underwriting, FHA, Loan Origination, Loans, Sales, Investments, Investment Properties, First Time Home Buyers, Financial Analysis, Customer Service, Credit, Real Estate, FHA financing, Marketing, Marketing Strategy
Education
Concordia University-St. Paul 2000 — 2002
B.A., Marketing Management
St. Cloud State University 1993 — 1996
A.A., Business
University of Minnesota-Duluth 1992 — 1993
Edward Lord Edward Lord's UBS Wealth Management Experience June 2009 - August 2009
Job Editorial Assistant at 1stdibs.com
Industry Media Production
Experience
1stdibs.com July 2014 - Present
Time Inc. February 2013 - March 2014
Charlie Rose January 2012 - May 2012
Spin Magazine June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Research, Editing, InCopy, Excel, PowerPoint, Spanish, CMS, HTML, Blogging, Social Media, Facebook, Social Media Marketing, Creative Writing, Adobe Creative Suite, Social Networking, Photoshop, WordPress, Public Relations, Copy Editing, Editorial, Publishing
Education
Columbia University - Graduate School of Journalism 2012 — 2012
Columbia Publishing Course
Wesleyan University 2007 — 2011
Bachelor of Arts, English & Music
1stdibs.com July 2014 - Present
Time Inc. February 2013 - March 2014
Charlie Rose January 2012 - May 2012
Spin Magazine June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Research, Editing, InCopy, Excel, PowerPoint, Spanish, CMS, HTML, Blogging, Social Media, Facebook, Social Media Marketing, Creative Writing, Adobe Creative Suite, Social Networking, Photoshop, WordPress, Public Relations, Copy Editing, Editorial, Publishing
Education
Columbia University - Graduate School of Journalism 2012 — 2012
Columbia Publishing Course
Wesleyan University 2007 — 2011
Bachelor of Arts, English & Music
Nicholas Trifiro Nicholas Trifiro's UBS Wealth Management Experience November 1995 - September 2002
Job Owner, Standard Integrity Wealth Management, LLC
Industry Financial Services
Experience
Standard Integrity Wealth Management, LLC September 2002 - Present
Standard Integrity Wealth Management, LLC September 2002 - Present
UBS Wealth Management November 1995 - September 2002
Paychex April 1993 - October 1995
Pocono Downs Racetrack April 1991 - March 1993
John H. Harland April 1989 - March 1991
Skills
401k, Retirement Planning, Financial Services, Series 7, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Estate Planning, Strategic Financial..., Investment Strategies, Securities, Investments, Alternative Investments, Asset Managment, Portfolio Management, Investment Management, Pensions, Equities, Fixed Income
Education
Cornell University 1993 — 1995
Graduate Certificate, Labor and Industrial Relations
St. John Fisher College 1984 — 1988
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Aquinas Institute 1980 — 1984
Standard Integrity Wealth Management, LLC September 2002 - Present
Standard Integrity Wealth Management, LLC September 2002 - Present
UBS Wealth Management November 1995 - September 2002
Paychex April 1993 - October 1995
Pocono Downs Racetrack April 1991 - March 1993
John H. Harland April 1989 - March 1991
Skills
401k, Retirement Planning, Financial Services, Series 7, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Estate Planning, Strategic Financial..., Investment Strategies, Securities, Investments, Alternative Investments, Asset Managment, Portfolio Management, Investment Management, Pensions, Equities, Fixed Income
Education
Cornell University 1993 — 1995
Graduate Certificate, Labor and Industrial Relations
St. John Fisher College 1984 — 1988
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Aquinas Institute 1980 — 1984
Mario Rivera's UBS Wealth Management Experience August 2015 - Present
Job Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
UBS Wealth Management May 2013 - August 2015
ALPFA New Jersey March 2012 - May 2014
UBS Wealth Management August 2011 - May 2013
Cornell University Women's Basketball Team December 2010 - March 2011
UBS Wealth Management June 2010 - August 2010
New York Life Insurance Company July 2009 - January 2010
Education
Cornell University 2007 — 2011
Bachelor of Science, Applied Economics and Management
Universidad de Santiago de Chile 2009 — 2009
MTHS 2003 — 2007
UBS Wealth Management August 2015 - Present
UBS Wealth Management May 2013 - August 2015
ALPFA New Jersey March 2012 - May 2014
UBS Wealth Management August 2011 - May 2013
Cornell University Women's Basketball Team December 2010 - March 2011
UBS Wealth Management June 2010 - August 2010
New York Life Insurance Company July 2009 - January 2010
Education
Cornell University 2007 — 2011
Bachelor of Science, Applied Economics and Management
Universidad de Santiago de Chile 2009 — 2009
MTHS 2003 — 2007
William Einstein, CRPC®'s UBS Wealth Management Experience June 2013 - August 2013
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2014 - Present
New Haven Open at Yale August 2013 - August 2013
UBS Wealth Management June 2013 - August 2013
UBS Financial Services Inc. February 2012 - May 2012
Education
Connecticut College 2010 — 2014
Bachelor of Science (BS), Economics
London School of Economics and Political Science
Summer Program, Leadership, Globalization, & Entrepreneurship
The Taft School 2006 — 2010
UBS August 2014 - Present
New Haven Open at Yale August 2013 - August 2013
UBS Wealth Management June 2013 - August 2013
UBS Financial Services Inc. February 2012 - May 2012
Education
Connecticut College 2010 — 2014
Bachelor of Science (BS), Economics
London School of Economics and Political Science
Summer Program, Leadership, Globalization, & Entrepreneurship
The Taft School 2006 — 2010
Yago Amerlinck Huerta's UBS Wealth Management Experience September 2005 - November 2005
Job Wyst cofounder, gentlemanflaneur
Industry Online Media
Experience
Karma Skin December 2012 - Present
Wyst January 2011 - Present
Digitas February 2007 - February 2012
UBS Wealth Management September 2005 - November 2005
Leusis Consulting June 2005 - August 2005
Killer Films May 2005 - June 2005
Toshiba Entertainment January 2005 - May 2005
Focus Features January 2004 - May 2004
Skills
Digital Media, Digital Strategy, Omniture, Analytics, Competitive Analysis, Strategic Planning, SEO, Online Advertising, Market Research, Mobile Applications, Online Marketing, Fundraising, Strategy, Digital Marketing, Web Analytics, Business Development, Digital Applications, Social Media Marketing, Consumer Electronics, Mobile Devices, Start-ups, Social Media
Education
Columbia University in the City of New York 2002 — 2006
BA, Double major - Economics, Film
Cumbres
Karma Skin December 2012 - Present
Wyst January 2011 - Present
Digitas February 2007 - February 2012
UBS Wealth Management September 2005 - November 2005
Leusis Consulting June 2005 - August 2005
Killer Films May 2005 - June 2005
Toshiba Entertainment January 2005 - May 2005
Focus Features January 2004 - May 2004
Skills
Digital Media, Digital Strategy, Omniture, Analytics, Competitive Analysis, Strategic Planning, SEO, Online Advertising, Market Research, Mobile Applications, Online Marketing, Fundraising, Strategy, Digital Marketing, Web Analytics, Business Development, Digital Applications, Social Media Marketing, Consumer Electronics, Mobile Devices, Start-ups, Social Media
Education
Columbia University in the City of New York 2002 — 2006
BA, Double major - Economics, Film
Cumbres
Christopher Manna Christopher Manna's UBS Wealth Management Experience April 2014 - September 2014
Job Jr Portfolio Management Analyst
Industry Financial Services
Experience
UBS December 2014 - August 2015
UBS Wealth Management April 2014 - September 2014
UBS Wealth Management October 2013 - April 2014
Michael A. Manna & Esq May 2005 - October 2013
Freelance January 2008 - January 2009
Morgan Stanley Private Wealth Management May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Finance, Microsoft Word, Social Media, Event Planning, Macroeconomics, Market Research, Outlook, VBA
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Economics
Columbia University in the City of New York 2009 — 2013
BA, Economics, Senior
UBS December 2014 - August 2015
UBS Wealth Management April 2014 - September 2014
UBS Wealth Management October 2013 - April 2014
Michael A. Manna & Esq May 2005 - October 2013
Freelance January 2008 - January 2009
Morgan Stanley Private Wealth Management May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Finance, Microsoft Word, Social Media, Event Planning, Macroeconomics, Market Research, Outlook, VBA
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Economics
Columbia University in the City of New York 2009 — 2013
BA, Economics, Senior
Scott Weaver, MBA Scott Weaver, MBA's UBS Wealth Management Experience 2007 - 2008
Job Entrepreneurial Technology & Business Analyst Professional | Market Research | Corporate Venture | StartUp Consulting
Industry Information Technology and Services
Experience
EMC Corp. 2011 - 2015
ProAct Consulting Services 2009 - 2011
UBS Wealth Management 2007 - 2008
3Sailors LLC 2006 - 2007
NanoTek Ventures 2004 - 2005
CDIB Ventures, Silicon Valley 1998 - 2003
American Power Conversion 1991 - 1997
Replay - Vail, CO 1990 - 1991
Xerox 1985 - 1990
Skills
Start-ups, Strategy, Entrepreneurship, Management, Enterprise Software, Leadership, Business Planning, Product Development, Market Research, Venture Capital, Marketing, Strategic Planning, Analysis, Investments, Sales, Cloud Computing
Education
University of Rochester - Simon Business School 1986 — 1990
MBA, Finance & Entrepreneurship
Cornell University 1981 — 1985
BS, Electrical Engineering
EMC Corp. 2011 - 2015
ProAct Consulting Services 2009 - 2011
UBS Wealth Management 2007 - 2008
3Sailors LLC 2006 - 2007
NanoTek Ventures 2004 - 2005
CDIB Ventures, Silicon Valley 1998 - 2003
American Power Conversion 1991 - 1997
Replay - Vail, CO 1990 - 1991
Xerox 1985 - 1990
Skills
Start-ups, Strategy, Entrepreneurship, Management, Enterprise Software, Leadership, Business Planning, Product Development, Market Research, Venture Capital, Marketing, Strategic Planning, Analysis, Investments, Sales, Cloud Computing
Education
University of Rochester - Simon Business School 1986 — 1990
MBA, Finance & Entrepreneurship
Cornell University 1981 — 1985
BS, Electrical Engineering
Brendan Collins Brendan Collins's UBS Wealth Management Experience June 2010 - September 2010
Job President at Neutral Zone LLC
Industry Financial Services
Experience
Neutral Zone LLC July 2015 - Present
Collins Wealth Management January 2013 - Present
Wilk Paving June 2012 - Present
USHR August 2013 - Present
G.I.D.E Corporation January 2007 - Present
Inside Edge Advisors March 2013 - December 2014
Castleton State College June 2012 - June 2013
Edward Jones May 2011 - October 2012
UBS Wealth Management June 2010 - September 2010
Skills
Equities, Investments, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Retirement, Financial Advisory, Investment Management, Series 63, Securities, Financial Planning
Education
Connecticut College 2007 — 2010
Bachelors, Economics, Statistics
Harvard University E.S. 2010 — 2011
Community College of Vermont 2013 — 2014
Accounting
Holderness School 2003 — 2007
High School
Neutral Zone LLC July 2015 - Present
Collins Wealth Management January 2013 - Present
Wilk Paving June 2012 - Present
USHR August 2013 - Present
G.I.D.E Corporation January 2007 - Present
Inside Edge Advisors March 2013 - December 2014
Castleton State College June 2012 - June 2013
Edward Jones May 2011 - October 2012
UBS Wealth Management June 2010 - September 2010
Skills
Equities, Investments, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Retirement, Financial Advisory, Investment Management, Series 63, Securities, Financial Planning
Education
Connecticut College 2007 — 2010
Bachelors, Economics, Statistics
Harvard University E.S. 2010 — 2011
Community College of Vermont 2013 — 2014
Accounting
Holderness School 2003 — 2007
High School
Anthony J. Pusateri Anthony J. Pusateri's UBS Wealth Management Experience March 2010 - June 2010
Job Credit Risk Analyst at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank September 2013 - Present
Barclays Investment Bank March 2012 - September 2013
Chapdelaine & Co June 2010 - July 2010
UBS Wealth Management March 2010 - June 2010
Skills
Economics, International Business, Microsoft Office, Finance, Analysis, Wealth Management, Sales, Credit Risk, Banking, Credit, Financial Services, Financial Analysis, Microsoft Excel, Fixed Income, Bloomberg
Education
Fordham University 2008 — 2011
Mario J. Gabelli School of Business, Bachelors of Science, Business Administration, Finance, International Business
Fairfield University 2007 — 2008
Charles F. Dolan School of Business, Finance
Garden City High School
Columbia University in the City of New York
Introduction to Business, Finance, and Economics
Barclays Investment Bank September 2013 - Present
Barclays Investment Bank March 2012 - September 2013
Chapdelaine & Co June 2010 - July 2010
UBS Wealth Management March 2010 - June 2010
Skills
Economics, International Business, Microsoft Office, Finance, Analysis, Wealth Management, Sales, Credit Risk, Banking, Credit, Financial Services, Financial Analysis, Microsoft Excel, Fixed Income, Bloomberg
Education
Fordham University 2008 — 2011
Mario J. Gabelli School of Business, Bachelors of Science, Business Administration, Finance, International Business
Fairfield University 2007 — 2008
Charles F. Dolan School of Business, Finance
Garden City High School
Columbia University in the City of New York
Introduction to Business, Finance, and Economics
Jonathan Jaffe Jonathan Jaffe's UBS Wealth Management Experience June 2014 - August 2014
Job Legal Assistant at Milbank, Tweed, Hadley & McCloy LLP
Industry Legal Services
Experience
Milbank, Tweed, Hadley & McCloy LLP June 2015 - Present
Cornell University 2013 - 2015
Cornell University June 2013 - October 2014
UBS Wealth Management June 2014 - August 2014
Cornell University November 2011 - August 2013
InterDigital Communications June 2010 - August 2012
Skills
Microsoft Office, Public Speaking, English, Troubleshooting, Editing, Teamwork, Italian, Research, Writing, Client Relations Skills, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Leadership, Customer Service, Facebook, Management, Community Outreach, Social Networking
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Majors: History & American Studies, 3.7
The Hill School 2007 — 2011
4.0
Milbank, Tweed, Hadley & McCloy LLP June 2015 - Present
Cornell University 2013 - 2015
Cornell University June 2013 - October 2014
UBS Wealth Management June 2014 - August 2014
Cornell University November 2011 - August 2013
InterDigital Communications June 2010 - August 2012
Skills
Microsoft Office, Public Speaking, English, Troubleshooting, Editing, Teamwork, Italian, Research, Writing, Client Relations Skills, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Leadership, Customer Service, Facebook, Management, Community Outreach, Social Networking
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Majors: History & American Studies, 3.7
The Hill School 2007 — 2011
4.0
William J. Goldberg William J. Goldberg's UBS Wealth Management Experience March 2012 - Present
Job Senior Vice President Investments at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Wealth Management March 2012 - Present
Bernstein Private Wealth Management September 2003 - March 2012
KPMG US February 1979 - June 2003
Education
Cornell Law School 1971 — 1974
J.D., Law
Knox College 1967 — 1971
B.A., History
UBS Wealth Management March 2012 - Present
Bernstein Private Wealth Management September 2003 - March 2012
KPMG US February 1979 - June 2003
Education
Cornell Law School 1971 — 1974
J.D., Law
Knox College 1967 — 1971
B.A., History
Jennifer Dwork's UBS Wealth Management Experience July 2007 - Present
Job Review Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2007 - Present
UBS Financial Services February 2006 - July 2007
Education
Columbia University in the City of New York 1998 — 2002
Horace Mann
UBS Wealth Management July 2007 - Present
UBS Financial Services February 2006 - July 2007
Education
Columbia University in the City of New York 1998 — 2002
Horace Mann
Alex Lira's UBS Wealth Management Experience March 2002 - August 2004
Job VP, Risk Analyst at Citigroup
Industry Banking
Experience
Citigroup Corporate Risk August 2004 - Present
UBS Wealth Management March 2002 - August 2004
Education
Columbia University - School of International and Public Affairs 2006 — 2008
EMPA, International Economics
Sacred Heart University 1999 — 2004
BS, Finance
CFA
CFA Program, Candidate Level I
Citigroup Corporate Risk August 2004 - Present
UBS Wealth Management March 2002 - August 2004
Education
Columbia University - School of International and Public Affairs 2006 — 2008
EMPA, International Economics
Sacred Heart University 1999 — 2004
BS, Finance
CFA
CFA Program, Candidate Level I
Eric Rong's UBS Wealth Management Experience September 2010 - May 2012
Job Vice Presiden at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 2012 - Present
UBS Wealth Management September 2010 - May 2012
Merrill Lynch November 2009 - September 2010
Cantor Fitzgerald October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Goldman Sachs & Co. 1999 - 2007
Skills
Management, Equities, Trading Systems, Project Management, Leadership, Portfolio Management, Trading, SDLC
Education
Columbia University in the City of New York 1997 — 1998
MS, Computer Science
Merrill Lynch May 2012 - Present
UBS Wealth Management September 2010 - May 2012
Merrill Lynch November 2009 - September 2010
Cantor Fitzgerald October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Goldman Sachs & Co. 1999 - 2007
Skills
Management, Equities, Trading Systems, Project Management, Leadership, Portfolio Management, Trading, SDLC
Education
Columbia University in the City of New York 1997 — 1998
MS, Computer Science
Matt Schupak's UBS Wealth Management Experience October 2007 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2007 - Present
Citigroup 2006 - 2008
Morgan Stanley 1996 - 2006
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance/Marketing
Connecticut College 1992 — 1996
BA, Political Science
UBS Wealth Management October 2007 - Present
Citigroup 2006 - 2008
Morgan Stanley 1996 - 2006
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance/Marketing
Connecticut College 1992 — 1996
BA, Political Science
Michael Manavdjian's UBS Wealth Management Experience June 2007 - August 2007
Job Finance Manager
Industry Banking
Experience
American Express July 2014 - Present
Citi June 2013 - August 2013
Comerica Bank June 2010 - July 2012
Gold Exchange Inc January 2005 - July 2009
Merrill Lynch August 2008 - December 2008
UBS Wealth Management June 2007 - August 2007
Skills
Financial Analysis, Credit, Banking, Underwriting, Finance, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Modeling, Credit Risk, Corporate Finance, Capital Markets, Investments, Valuation, Risk Management, Financial Risk, Asset Management, Due Diligence, Small Business Lending, Treasury Management, Mortgage Lending, Loan Origination
Education
Columbia University - School of International and Public Affairs 2012 — 2014
University of Michigan 2004 — 2009
BBA, BA, Finance, Economics
American Express July 2014 - Present
Citi June 2013 - August 2013
Comerica Bank June 2010 - July 2012
Gold Exchange Inc January 2005 - July 2009
Merrill Lynch August 2008 - December 2008
UBS Wealth Management June 2007 - August 2007
Skills
Financial Analysis, Credit, Banking, Underwriting, Finance, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Modeling, Credit Risk, Corporate Finance, Capital Markets, Investments, Valuation, Risk Management, Financial Risk, Asset Management, Due Diligence, Small Business Lending, Treasury Management, Mortgage Lending, Loan Origination
Education
Columbia University - School of International and Public Affairs 2012 — 2014
University of Michigan 2004 — 2009
BBA, BA, Finance, Economics
Farhad Froozan's UBS Wealth Management Experience November 2002 - May 2009
Job Portfolio Management Program Manager at Morgan Stanley Enterprise Infrastructure
Industry Financial Services
Experience
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
Jim Cherrone's UBS Wealth Management Experience June 2010 - December 2012
Job TCoE (Testing Center of Excellence) Head of Transformation at UBS AG
Industry Information Technology and Services
Experience
UBS AG January 2013 - Present
UBS Wealth Management June 2010 - December 2012
UBS Wealth Management November 2008 - May 2010
UBS Investment Bank October 2006 - October 2008
United Technologies - Sikorsky Aircraft 2002 - 2006
IBM 1995 - 2001
Skills
PMO, IT Strategy, Project Portfolio..., PMP, IT Management, IT Service Management, IT Outsourcing, IT Testing, SDLC, Testing, Enterprise Software, Leadership, Requirements Analysis, Program Management, Management, Project Management, Software Project..., QA Engineering, Vendor Management, Business Analysis
Education
Cornell University
Mechanical Engineering
The University of Texas at Austin
Bachelor of Science (BS), Mechanical Engineering
UBS AG January 2013 - Present
UBS Wealth Management June 2010 - December 2012
UBS Wealth Management November 2008 - May 2010
UBS Investment Bank October 2006 - October 2008
United Technologies - Sikorsky Aircraft 2002 - 2006
IBM 1995 - 2001
Skills
PMO, IT Strategy, Project Portfolio..., PMP, IT Management, IT Service Management, IT Outsourcing, IT Testing, SDLC, Testing, Enterprise Software, Leadership, Requirements Analysis, Program Management, Management, Project Management, Software Project..., QA Engineering, Vendor Management, Business Analysis
Education
Cornell University
Mechanical Engineering
The University of Texas at Austin
Bachelor of Science (BS), Mechanical Engineering
Christopher McAdoo's UBS Wealth Management Experience August 2006 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
Citi August 2001 - August 2006
Merrill Lynch March 1992 - August 2001
Education
University of Maryland College Park 1985 — 1987
Business/Commerce, General
Community College of the Air Force 1983 — 1985
Associate's degree, Communications Technology
UBS Wealth Management August 2006 - Present
Citi August 2001 - August 2006
Merrill Lynch March 1992 - August 2001
Education
University of Maryland College Park 1985 — 1987
Business/Commerce, General
Community College of the Air Force 1983 — 1985
Associate's degree, Communications Technology
Christopher Setten's UBS Wealth Management Experience September 2013 - Present
Job Executive Director UBS
Industry Investment Management
Experience
UBS Wealth Management September 2013 - Present
Morgan Stanley July 2008 - September 2013
Banc of America Investments 2006 - 2008
Northern Trust Global Advisors 2002 - 2006
Goldman Sachs Asset Management 2000 - 2002
Commonfund 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Private Equity, Fund Of Funds, Endowments
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
MBA, Business
Columbia University in the City of New York 1990 — 1992
MA, East Asian Studies
Queen's University 1979 — 1983
BA, Literature/Philosophy
UBS Wealth Management September 2013 - Present
Morgan Stanley July 2008 - September 2013
Banc of America Investments 2006 - 2008
Northern Trust Global Advisors 2002 - 2006
Goldman Sachs Asset Management 2000 - 2002
Commonfund 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Private Equity, Fund Of Funds, Endowments
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
MBA, Business
Columbia University in the City of New York 1990 — 1992
MA, East Asian Studies
Queen's University 1979 — 1983
BA, Literature/Philosophy
Pam Peterson's UBS Wealth Management Experience May 2008 - April 2015
Job Principal at Pamela W. Peterson, Esq.
Industry Financial Services
Experience
Pamela W. Peterson, Esq. May 2015 - Present
UBS Wealth Management May 2008 - April 2015
SIFMA 1999 - 2015
UBS Securities LLC 2006 - 2008
UBS Wealth Management 2002 - 2005
Merrill Lynch 1999 - 2001
Self-employed 1987 - 1992
Skills
Securities, Securities Regulation, Litigation, FINRA, Capital Markets, Corporate Governance, Series 7, AML, Fixed Income, Structured Finance, Financial Regulation, Hedge Funds, Due Diligence, Structured Products, Derivatives, Corporate Law, Investment Banking, Series 24, ISDA, Equities, Public Finance, Investments, Bonds
Education
Seton Hall University School of Law 1995 — 1999
J.D. summa cum laude, Banking, Corporate, Finance, and Securities Law
Cornell University 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature/Letters
Pamela W. Peterson, Esq. May 2015 - Present
UBS Wealth Management May 2008 - April 2015
SIFMA 1999 - 2015
UBS Securities LLC 2006 - 2008
UBS Wealth Management 2002 - 2005
Merrill Lynch 1999 - 2001
Self-employed 1987 - 1992
Skills
Securities, Securities Regulation, Litigation, FINRA, Capital Markets, Corporate Governance, Series 7, AML, Fixed Income, Structured Finance, Financial Regulation, Hedge Funds, Due Diligence, Structured Products, Derivatives, Corporate Law, Investment Banking, Series 24, ISDA, Equities, Public Finance, Investments, Bonds
Education
Seton Hall University School of Law 1995 — 1999
J.D. summa cum laude, Banking, Corporate, Finance, and Securities Law
Cornell University 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature/Letters
Gillian B. White's UBS Wealth Management Experience May 2008 - 2009
Job Senior Associate Editor at The Atlantic
Industry Writing and Editing
Experience
The Atlantic October 2014 - Present
Freelance Journalist, Writer & Editor December 2012 - Present
Kiplinger February 2013 - October 2014
Northwestern University September 2011 - December 2012
Bloomberg LP June 2012 - August 2012
Corporate Insight July 2009 - August 2011
UBS Wealth Management May 2008 - 2009
Pocket Change Magazine January 2008 - May 2008
Credit Suisse June 2007 - July 2007
AIG Global Investment Group May 2006 - January 2007
Skills
Financial Modeling, Bloomberg, Economics, Research, Editing, Ap Style, Reporting, Video/Audio Editing, Data Analysis, Market Research, Microsoft Excel, Financial Analysis, Corporate Finance, Emerging Markets, Competitive Analysis, Social Media, Analysis, Valuation, Capital Markets, Private Equity, Small Business, Financial Services, Personal Finance, Journalism, Writing, AP Style, Portfolio Management, Hedge Funds, News Writing, Copy Editing, Blogging, Finance
Education
Northwestern University 2011 — 2012
Master of Science (MS), Journalism
Columbia University in the City of New York 2004 — 2008
BA, Economics and Political Science
The Atlantic October 2014 - Present
Freelance Journalist, Writer & Editor December 2012 - Present
Kiplinger February 2013 - October 2014
Northwestern University September 2011 - December 2012
Bloomberg LP June 2012 - August 2012
Corporate Insight July 2009 - August 2011
UBS Wealth Management May 2008 - 2009
Pocket Change Magazine January 2008 - May 2008
Credit Suisse June 2007 - July 2007
AIG Global Investment Group May 2006 - January 2007
Skills
Financial Modeling, Bloomberg, Economics, Research, Editing, Ap Style, Reporting, Video/Audio Editing, Data Analysis, Market Research, Microsoft Excel, Financial Analysis, Corporate Finance, Emerging Markets, Competitive Analysis, Social Media, Analysis, Valuation, Capital Markets, Private Equity, Small Business, Financial Services, Personal Finance, Journalism, Writing, AP Style, Portfolio Management, Hedge Funds, News Writing, Copy Editing, Blogging, Finance
Education
Northwestern University 2011 — 2012
Master of Science (MS), Journalism
Columbia University in the City of New York 2004 — 2008
BA, Economics and Political Science
Aakash Vanchi Nath's UBS Wealth Management Experience September 2008 - November 2008
Job Associate Trader at Bridgewater Associates
Industry Investment Banking
Experience
Bridgewater Associates November 2010 - Present
Group1 Trading February 2009 - October 2010
Columbia Business School May 2009 - July 2009
UBS Wealth Management September 2008 - November 2008
HSBC June 2008 - August 2008
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Options, Trading, Quantitative Finance, Electronic Trading, Trading Systems, Equity Derivatives, Financial Modeling, Valuation, Trading Strategies, Quantitative Analytics, Investment Banking, Proprietary Trading, Hedging, Interest Rate..., FX Options, Portfolio Management, Emerging Markets, Structured Products, VBA, Monte Carlo Simulation, Market Making, Bonds, Commodity, Bloomberg Terminal, Options Strategies, Investments, Finance
Education
Columbia University in the City of New York 2007 — 2008
Master's degree, Operations Research
Delhi University 2003 — 2007
BE, Instrumentation and Control Engineering
MIS
Bridgewater Associates November 2010 - Present
Group1 Trading February 2009 - October 2010
Columbia Business School May 2009 - July 2009
UBS Wealth Management September 2008 - November 2008
HSBC June 2008 - August 2008
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Options, Trading, Quantitative Finance, Electronic Trading, Trading Systems, Equity Derivatives, Financial Modeling, Valuation, Trading Strategies, Quantitative Analytics, Investment Banking, Proprietary Trading, Hedging, Interest Rate..., FX Options, Portfolio Management, Emerging Markets, Structured Products, VBA, Monte Carlo Simulation, Market Making, Bonds, Commodity, Bloomberg Terminal, Options Strategies, Investments, Finance
Education
Columbia University in the City of New York 2007 — 2008
Master's degree, Operations Research
Delhi University 2003 — 2007
BE, Instrumentation and Control Engineering
MIS
Angelika Tapia's UBS Wealth Management Experience April 2002 - June 2006
Job Business Manager at Columbia University
Industry Nonprofit Organization Management
Experience
AMDD/RAISE June 2013 - Present
Columbia University November 2008 - June 2013
Merrill Lynch June 2006 - November 2008
UBS Wealth Management April 2002 - June 2006
Education
Columbia University in the City of New York 2008 — 2013
Postbaccalaureate Certificate, Business
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), Romance Languages: French and Spanish
AMDD/RAISE June 2013 - Present
Columbia University November 2008 - June 2013
Merrill Lynch June 2006 - November 2008
UBS Wealth Management April 2002 - June 2006
Education
Columbia University in the City of New York 2008 — 2013
Postbaccalaureate Certificate, Business
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), Romance Languages: French and Spanish
Erica Francis's UBS Wealth Management Experience 2008 - 2010
Job Senior Compensation Analyst at Athlon Solutions
Industry Chemicals
Experience
Athlon Solutions November 2014 - Present
Ensco plc October 2013 - November 2014
Ignite Restaurant Group April 2013 - October 2013
HSBC 2011 - 2013
CIBC 2010 - 2011
UBS Wealth Management 2008 - 2010
Morgan Stanley 2007 - 2008
Goldman Sachs 2005 - 2007
Skills
Deferred Compensation, Human Resources, Employee Relations, Performance Management, Recruiting, PeopleSoft, HR Policies, Interviews, Workforce Planning, Compensation, Leadership
Education
Cornell University 2000 — 2005
BA, Sociology
Athlon Solutions November 2014 - Present
Ensco plc October 2013 - November 2014
Ignite Restaurant Group April 2013 - October 2013
HSBC 2011 - 2013
CIBC 2010 - 2011
UBS Wealth Management 2008 - 2010
Morgan Stanley 2007 - 2008
Goldman Sachs 2005 - 2007
Skills
Deferred Compensation, Human Resources, Employee Relations, Performance Management, Recruiting, PeopleSoft, HR Policies, Interviews, Workforce Planning, Compensation, Leadership
Education
Cornell University 2000 — 2005
BA, Sociology
Linda Honigwachs's UBS Wealth Management Experience January 2011 - Present
Job Experienced Data Analyst, Strategic Marketing and Business Consultant, Programmer and Project Manager
Industry Financial Services
Experience
UBS Wealth Management January 2011 - Present
Independent Consultant August 2009 - December 2010
UBS Wealth Management March 1998 - June 2007
Citibank & Painewebber November 1996 - February 1998
Columbia House 1990 - 1996
Schering-Plough Pharmaceuticals 1985 - 1989
Simmons Market Research Bureau 1982 - 1984
Skills
Analytics, SAS, Data Analysis, Market Research, Statistics, Analysis, Project Management, Statistical Modeling, Data Mining, Management, Segmentation, Data Warehousing, Financial Modeling, Finance, Business Analysis
Education
Columbia University in the City of New York 1984 — 1985
Masters of Science, Biostatistics
McGill University 1979 — 1982
BComm, Statistics and MIS
UBS Wealth Management January 2011 - Present
Independent Consultant August 2009 - December 2010
UBS Wealth Management March 1998 - June 2007
Citibank & Painewebber November 1996 - February 1998
Columbia House 1990 - 1996
Schering-Plough Pharmaceuticals 1985 - 1989
Simmons Market Research Bureau 1982 - 1984
Skills
Analytics, SAS, Data Analysis, Market Research, Statistics, Analysis, Project Management, Statistical Modeling, Data Mining, Management, Segmentation, Data Warehousing, Financial Modeling, Finance, Business Analysis
Education
Columbia University in the City of New York 1984 — 1985
Masters of Science, Biostatistics
McGill University 1979 — 1982
BComm, Statistics and MIS
Greg Deligiannis's UBS Wealth Management Experience 2002 - 2005
Job Assistant Vice President Structured Finance Solutions at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service March 2015 - Present
Moody's Analytics June 2013 - March 2015
Moodys Corporation October 2011 - June 2013
Thomson Reuters May 2008 - July 2011
JP Morgan Chase 2005 - 2008
UBS Wealth Management 2002 - 2005
Kastor Consulting Inc. 1998 - 2004
Skills
Business Analysis, Portfolio Management, Financial Services, Product Management, Project Management, SDLC, Requirements Analysis, Fixed Income, Hedge Funds, Vendor Management, Equities, Market Data, Alternative Investments, Capital Markets, Financial Markets, Structured Finance, Strategy, Analytics, Leadership, IT Strategy, Cross-functional Team...
Education
Columbia University in the City of New York 2014 — 2016
Executive Master of Science in Technology Management
Pace University
Computer Science and Information Systems
Benjamin Cardozo High School
High School, Law
Moody's Investors Service March 2015 - Present
Moody's Analytics June 2013 - March 2015
Moodys Corporation October 2011 - June 2013
Thomson Reuters May 2008 - July 2011
JP Morgan Chase 2005 - 2008
UBS Wealth Management 2002 - 2005
Kastor Consulting Inc. 1998 - 2004
Skills
Business Analysis, Portfolio Management, Financial Services, Product Management, Project Management, SDLC, Requirements Analysis, Fixed Income, Hedge Funds, Vendor Management, Equities, Market Data, Alternative Investments, Capital Markets, Financial Markets, Structured Finance, Strategy, Analytics, Leadership, IT Strategy, Cross-functional Team...
Education
Columbia University in the City of New York 2014 — 2016
Executive Master of Science in Technology Management
Pace University
Computer Science and Information Systems
Benjamin Cardozo High School
High School, Law
Jeffrey Kobernick's UBS Wealth Management Experience September 2008 - Present
Job Managing Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management September 2008 - Present
Lehman Brothers September 2003 - September 2008
Morgan Stanley July 1993 - September 2003
Chemical Bank October 1987 - September 1993
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Securities, Investments, Derivatives, Private Equity, Wealth Management, Portfolio Management, Financial Modeling, Series 7, Bloomberg, Asset Managment, Financial Markets, Due Diligence, Investment Advisory, Asset Allocation, Trading, Options
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Concordia University 1977 — 1980
B. Comm., Accounting
Marianopolis College 1975 — 1977
UBS Wealth Management September 2008 - Present
Lehman Brothers September 2003 - September 2008
Morgan Stanley July 1993 - September 2003
Chemical Bank October 1987 - September 1993
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Securities, Investments, Derivatives, Private Equity, Wealth Management, Portfolio Management, Financial Modeling, Series 7, Bloomberg, Asset Managment, Financial Markets, Due Diligence, Investment Advisory, Asset Allocation, Trading, Options
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Concordia University 1977 — 1980
B. Comm., Accounting
Marianopolis College 1975 — 1977
Abilene Seguin's UBS Wealth Management Experience January 2006 - December 2007
Job Program Analyst at Global Communities
Industry International Affairs
Experience
Global Communities October 2012 - Present
Neelan Tiruchelvam Trust (NTT) November 2011 - May 2012
OECD and UNDP-Togo February 2011 - August 2011
Peace Corps January 2008 - April 2010
UBS Wealth Management January 2006 - December 2007
Skills
International..., International Relations, Economics, Stata, Economic Development, Public Policy, Capacity Building, Community Development, Non-profits, Qualitative Research, Budgets, Program Management, Politics, Program Evaluation, Nonprofits
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MA, International Affairs
The University of Chicago 2002 — 2005
BA, Economics
Global Communities October 2012 - Present
Neelan Tiruchelvam Trust (NTT) November 2011 - May 2012
OECD and UNDP-Togo February 2011 - August 2011
Peace Corps January 2008 - April 2010
UBS Wealth Management January 2006 - December 2007
Skills
International..., International Relations, Economics, Stata, Economic Development, Public Policy, Capacity Building, Community Development, Non-profits, Qualitative Research, Budgets, Program Management, Politics, Program Evaluation, Nonprofits
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MA, International Affairs
The University of Chicago 2002 — 2005
BA, Economics
Peter Worden's UBS Wealth Management Experience 2005 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
PWSolutions LLC 2009 - Present
UBS International March 2007 - April 2009
UBS Wealth Management 2005 - 2007
UBS Wealth Management 2000 - 2005
Royal Bank of Canada May 1999 - April 2000
Royal Bank Action Direct 1990 - 1999
RBC 1985 - 1990
Skills
Strategy, Business Intelligence, Equities, Finance, Financial Services, Fixed Income, Investments, Leadership, Management, Mergers, Mergers, Outsourcing, Portfolio Management, Process Improvement
Education
Concordia University
Bachelor of Commerce
FINRA - Series 7, 63, 24
University of Pennsylvania - The Wharton School
SIA at Wharton
Canadian Securities Course, Partners, Directors, Senior Officers, (PDO); Registered Options Princip
PWSolutions LLC 2009 - Present
UBS International March 2007 - April 2009
UBS Wealth Management 2005 - 2007
UBS Wealth Management 2000 - 2005
Royal Bank of Canada May 1999 - April 2000
Royal Bank Action Direct 1990 - 1999
RBC 1985 - 1990
Skills
Strategy, Business Intelligence, Equities, Finance, Financial Services, Fixed Income, Investments, Leadership, Management, Mergers, Mergers, Outsourcing, Portfolio Management, Process Improvement
Education
Concordia University
Bachelor of Commerce
FINRA - Series 7, 63, 24
University of Pennsylvania - The Wharton School
SIA at Wharton
Canadian Securities Course, Partners, Directors, Senior Officers, (PDO); Registered Options Princip
Cindy Xinyi Fan's UBS Wealth Management Experience January 2010 - May 2010
Job Private Equity Analyst at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs February 2013 - Present
Morgan Stanley June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Achelous Partners September 2010 - May 2011
OCBC Bank May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Pineseed America September 2009 - December 2009
Skills
Emerging Markets
Education
Columbia University in the City of New York 2009 — 2012
Bachelor of Arts (B.A.), Financial Economics
Goldman Sachs February 2013 - Present
Morgan Stanley June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Achelous Partners September 2010 - May 2011
OCBC Bank May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Pineseed America September 2009 - December 2009
Skills
Emerging Markets
Education
Columbia University in the City of New York 2009 — 2012
Bachelor of Arts (B.A.), Financial Economics
Michelle Ko's UBS Wealth Management Experience December 2005 - July 2006
Job Corporate Counsel at Brookfield Corporate Operations
Industry Legal Services
Experience
Brookfield Corporate Operations May 2015 - Present
SMBC Capital Markets January 2013 - April 2015
White & Case 2010 - January 2013
Morgan Stanley June 2007 - August 2007
UBS Wealth Management December 2005 - July 2006
Skills
Corporate Law, Legal Writing, Cross-border..., Legal Research, Due Diligence, International Law
Education
Vanderbilt University Law School 2006 — 2009
J.D.
Columbia University in the City of New York 2001 — 2005
B.A., English & Comparative Literature
Brookfield Corporate Operations May 2015 - Present
SMBC Capital Markets January 2013 - April 2015
White & Case 2010 - January 2013
Morgan Stanley June 2007 - August 2007
UBS Wealth Management December 2005 - July 2006
Skills
Corporate Law, Legal Writing, Cross-border..., Legal Research, Due Diligence, International Law
Education
Vanderbilt University Law School 2006 — 2009
J.D.
Columbia University in the City of New York 2001 — 2005
B.A., English & Comparative Literature
Colin Sullivan's UBS Wealth Management Experience January 2000 - February 2005
Job Private Investor
Industry Financial Services
Experience
Private Investor February 2005 - Present
On permanent disability January 2005 - February 2012
UBS Wealth Management January 2000 - February 2005
Prudential Securities September 1983 - December 1999
DDC 1980 - 1983
18th St. Management 1979 - 1980
Marlin Cafe 1978 - 1980
Skills
Wealth Management, Securities, Alternative Investments, Risk Management, Financial Analysis, Hedge Funds, Mutual Funds, Financial Services, Capital Markets, Finance, Strategic Financial..., Executive Management, Investment Management, Private Equity, Financial Modeling, Due Diligence, Bloomberg, Business Development, FINRA, Derivatives, Series 63, Trading, Investment Banking, Financial Markets, Bonds, Emerging Markets, Financial Advisory, Equity Research, ETFs, Valuation, Structured Products, Options, Wealth Management..., Trading Systems, Private Banking, Series 24, Equity Derivatives, Financial Planning
Education
Columbia University in the City of New York 1977 — 1981
Bachelor of Arts (BA), Philosophy; minor Comp. Lit.
Shrewsbury High School 1973 — 1977
Private Investor February 2005 - Present
On permanent disability January 2005 - February 2012
UBS Wealth Management January 2000 - February 2005
Prudential Securities September 1983 - December 1999
DDC 1980 - 1983
18th St. Management 1979 - 1980
Marlin Cafe 1978 - 1980
Skills
Wealth Management, Securities, Alternative Investments, Risk Management, Financial Analysis, Hedge Funds, Mutual Funds, Financial Services, Capital Markets, Finance, Strategic Financial..., Executive Management, Investment Management, Private Equity, Financial Modeling, Due Diligence, Bloomberg, Business Development, FINRA, Derivatives, Series 63, Trading, Investment Banking, Financial Markets, Bonds, Emerging Markets, Financial Advisory, Equity Research, ETFs, Valuation, Structured Products, Options, Wealth Management..., Trading Systems, Private Banking, Series 24, Equity Derivatives, Financial Planning
Education
Columbia University in the City of New York 1977 — 1981
Bachelor of Arts (BA), Philosophy; minor Comp. Lit.
Shrewsbury High School 1973 — 1977
Cyrus Nentin's UBS Wealth Management Experience June 2009 - August 2009
Job MBA Candidate at NYU Stern
Industry Financial Services
Experience
Deutsche Bank February 2015 - June 2015
Deutsche Bank July 2012 - February 2015
Deutsche Bank June 2011 - August 2011
Lehman Brothers Holdings Inc. June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Fixed Income, Portfolio Management, Bloomberg, Valuation, Capital Markets, Financial Modeling, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Cornell University 2009 — 2012
Bachelor of Science (B.S.), Applied Economics and Management, Finance and Entrepreneurship
Indiana University Bloomington 2008 — 2009
Deutsche Bank February 2015 - June 2015
Deutsche Bank July 2012 - February 2015
Deutsche Bank June 2011 - August 2011
Lehman Brothers Holdings Inc. June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Fixed Income, Portfolio Management, Bloomberg, Valuation, Capital Markets, Financial Modeling, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Cornell University 2009 — 2012
Bachelor of Science (B.S.), Applied Economics and Management, Finance and Entrepreneurship
Indiana University Bloomington 2008 — 2009
Alaric M. Eby's UBS Wealth Management Experience May 2008 - August 2008
Job Digital Partnerships & Development at American Express
Industry Financial Services
Experience
American Express January 2015 - Present
TravelClick September 2013 - January 2015
Citi August 2012 - September 2013
Citi June 2011 - August 2012
Citi June 2010 - June 2011
Citi June 2009 - August 2009
UBS Wealth Management May 2008 - August 2008
Skills
Product Management, Product Development, Mobile Devices, Financial Modeling, Data Analysis, Financial Analysis, Business Strategy, Financial Services, Business Intelligence, Product Launch, Competitive Analysis, Strategy, Mobile Technology, Innovation, Mobile Design, Digital Innovation, Digital Strategy, Mobile Payments, Forecasting, Market Research, Mobile Applications, Product Marketing, Commercial Cards, Pricing Strategy, Quantitative Analytics, Product Design, Process Improvement, Product Innovation, Global Management, Global Strategy, User Experience Design, JIRA, Rally, Agile Web Development, Agile Application..., Analytics, Management
Education
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Applied Economics & Management
Dallas High School 2002 — 2006
American Express January 2015 - Present
TravelClick September 2013 - January 2015
Citi August 2012 - September 2013
Citi June 2011 - August 2012
Citi June 2010 - June 2011
Citi June 2009 - August 2009
UBS Wealth Management May 2008 - August 2008
Skills
Product Management, Product Development, Mobile Devices, Financial Modeling, Data Analysis, Financial Analysis, Business Strategy, Financial Services, Business Intelligence, Product Launch, Competitive Analysis, Strategy, Mobile Technology, Innovation, Mobile Design, Digital Innovation, Digital Strategy, Mobile Payments, Forecasting, Market Research, Mobile Applications, Product Marketing, Commercial Cards, Pricing Strategy, Quantitative Analytics, Product Design, Process Improvement, Product Innovation, Global Management, Global Strategy, User Experience Design, JIRA, Rally, Agile Web Development, Agile Application..., Analytics, Management
Education
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Applied Economics & Management
Dallas High School 2002 — 2006
Leonardo Ferro's UBS Wealth Management Experience 2001 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Electronic Transaction Consultants September 2010 - April 2013
UBS 2001 - 2008
UBS Wealth Management 2001 - 2008
Skills
Java, PL/SQL, SQL, XML, Oracle, Unix, Microsoft SQL Server, SDLC, Requirements Analysis, Business Analysis
Education
Cornell University
Electronic Transaction Consultants September 2010 - April 2013
UBS 2001 - 2008
UBS Wealth Management 2001 - 2008
Skills
Java, PL/SQL, SQL, XML, Oracle, Unix, Microsoft SQL Server, SDLC, Requirements Analysis, Business Analysis
Education
Cornell University
Linna Su's UBS Wealth Management Experience March 2014 - December 2014
Job Arden Asset Management
Industry Financial Services
Experience
Arden Asset Management March 2015 - Present
Evercore March 2015 - May 2015
UBS Wealth Management March 2014 - December 2014
Columbia Business School & New York Stock Exchange July 2013 - February 2014
Guosen Securities July 2012 - August 2012
China International Capital Corporation July 2011 - August 2011
Skills
Wealth Management, Asset Allocation, Econometrics, Bloomberg Terminal, Financial Modeling, Fixed Income, Equity Derivatives, Investor Relations, VBA, Matlab, Capital IQ, STATA, Private Equity, Quantitative Analytics, Stata, Capital Markets
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (M.A.), Quantitative Methods in Social Sciences(Economics Track), 4.0+
Guangdong University of Foreign Studies 2008 — 2012
Bachelor of Arts (B.A.), English, 3.92
Arden Asset Management March 2015 - Present
Evercore March 2015 - May 2015
UBS Wealth Management March 2014 - December 2014
Columbia Business School & New York Stock Exchange July 2013 - February 2014
Guosen Securities July 2012 - August 2012
China International Capital Corporation July 2011 - August 2011
Skills
Wealth Management, Asset Allocation, Econometrics, Bloomberg Terminal, Financial Modeling, Fixed Income, Equity Derivatives, Investor Relations, VBA, Matlab, Capital IQ, STATA, Private Equity, Quantitative Analytics, Stata, Capital Markets
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (M.A.), Quantitative Methods in Social Sciences(Economics Track), 4.0+
Guangdong University of Foreign Studies 2008 — 2012
Bachelor of Arts (B.A.), English, 3.92
Leo Lai's UBS Wealth Management Experience June 2013 - August 2013
Job Summer Intern at Tradition
Industry Hospitality
Experience
Tradition July 2014 - Present
Cornell University's School of Hotel Administration August 2012 - Present
Cornell University's School of Hotel Administration August 2012 - December 2013
UBS Wealth Management June 2013 - August 2013
Renaissance Harbour View Hotel June 2012 - August 2012
Skills
Social Media, PowerPoint, Hospitality, Business Writing, Marketing
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Hotel Administration
Tradition July 2014 - Present
Cornell University's School of Hotel Administration August 2012 - Present
Cornell University's School of Hotel Administration August 2012 - December 2013
UBS Wealth Management June 2013 - August 2013
Renaissance Harbour View Hotel June 2012 - August 2012
Skills
Social Media, PowerPoint, Hospitality, Business Writing, Marketing
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Hotel Administration
Michelle S. Florence's UBS Wealth Management Experience July 2001 - December 2001
Job Financial Services Professional, Executive Council Agent at New York Life Securities LLC
Industry Financial Services
Experience
Financial Services Professional, Executive Council Agent at NYLIFE Securities LLC March 2014 - Present
TE Wire & Cable LLC - Marmon Wire & Cable / Berkshire Hathaway Company May 2012 - March 2014
BBA Project, Inc. March 2005 - April 2012
BBA Project Inc. March 2003 - February 2005
Kohler Co. January 2002 - December 2002
UBS Wealth Management July 2001 - December 2001
Skills
Account Management, Team Building, Marketing, Marketing Strategy, Market Research, Business Development, Strategic Planning, Competitive Analysis, Cross-functional Team..., Project Management, Pricing, Marketing Management, Business Analysis, Product Marketing, Product Management, Microsoft Excel, Purchasing, Customer Service, Brand Management, Selling, Business Strategy, Microsoft Office, Product Launch, Training, Manufacturing, Forecasting, Cold Calling, Business Planning, Negotiation, Lean Manufacturing, Advanced Excel...
Education
Cornell University 2012 — 2013
Certificate, Marketing Strategies for Business Leaders
New York University 2008 — 2009
School of Continued Professional Studies, Accounting and Business/Management
Lakeland College 2000 — 2003
Master of Business Administration (MBA), International Marketing
Heilongjiang University 1995 — 1999
BA, International Business
Financial Services Professional, Executive Council Agent at NYLIFE Securities LLC March 2014 - Present
TE Wire & Cable LLC - Marmon Wire & Cable / Berkshire Hathaway Company May 2012 - March 2014
BBA Project, Inc. March 2005 - April 2012
BBA Project Inc. March 2003 - February 2005
Kohler Co. January 2002 - December 2002
UBS Wealth Management July 2001 - December 2001
Skills
Account Management, Team Building, Marketing, Marketing Strategy, Market Research, Business Development, Strategic Planning, Competitive Analysis, Cross-functional Team..., Project Management, Pricing, Marketing Management, Business Analysis, Product Marketing, Product Management, Microsoft Excel, Purchasing, Customer Service, Brand Management, Selling, Business Strategy, Microsoft Office, Product Launch, Training, Manufacturing, Forecasting, Cold Calling, Business Planning, Negotiation, Lean Manufacturing, Advanced Excel...
Education
Cornell University 2012 — 2013
Certificate, Marketing Strategies for Business Leaders
New York University 2008 — 2009
School of Continued Professional Studies, Accounting and Business/Management
Lakeland College 2000 — 2003
Master of Business Administration (MBA), International Marketing
Heilongjiang University 1995 — 1999
BA, International Business
Chuxi Wang's UBS Wealth Management Experience September 2012 - December 2012
Job Associate Analyst at Moody's Investors Service
Industry
Experience
Moody's Investors Service February 2013 - Present
UBS Wealth Management September 2012 - December 2012
Columbia University June 2012 - September 2012
North Square Blue Oak August 2010 - August 2011
Skills
Econometrics, Machine Learning, Optimization, VBA, R, Python, Matlab, Octave, SQL, Structured Finance
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (MS), Operations Research
University of Victoria 2007 — 2010
Bachelor of Science (BS), Economics
Bocconi University 2009 — 2009
Exchange Program, Finance
Moody's Investors Service February 2013 - Present
UBS Wealth Management September 2012 - December 2012
Columbia University June 2012 - September 2012
North Square Blue Oak August 2010 - August 2011
Skills
Econometrics, Machine Learning, Optimization, VBA, R, Python, Matlab, Octave, SQL, Structured Finance
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (MS), Operations Research
University of Victoria 2007 — 2010
Bachelor of Science (BS), Economics
Bocconi University 2009 — 2009
Exchange Program, Finance
Eric Shapiro's UBS Wealth Management Experience February 2011 - May 2011
Job Marcato Capital Management
Industry Investment Management
Experience
Marcato Capital Management August 2015 - Present
Credit Suisse August 2013 - July 2015
Credit Suisse June 2012 - August 2012
Lusman Capital Management May 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Fixed Income, Economics, Hedge Funds, Bloomberg Terminal, Data Analysis, Private Equity, Research, Financial Analysis, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, SPSS, Investments
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics-Philosophy
Tenafly High School 2005 — 2009
Marcato Capital Management August 2015 - Present
Credit Suisse August 2013 - July 2015
Credit Suisse June 2012 - August 2012
Lusman Capital Management May 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Fixed Income, Economics, Hedge Funds, Bloomberg Terminal, Data Analysis, Private Equity, Research, Financial Analysis, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, SPSS, Investments
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics-Philosophy
Tenafly High School 2005 — 2009
Anthony Maers's UBS Wealth Management Experience June 2012 - August 2012
Job Student at Cornell University
Industry
Experience
BD June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Lawrence Associates June 2011 - August 2011
Self Employed September 2005 - January 2011
Do It Best Corp. May 2010 - August 2010
All Recycling Inc. January 2005 - August 2009
Skills
Statistical Modeling, Base SAS Certified, Data Analysis, SQL, SPSS, R, LaTeX, JMP, Minitab, Stata, Microsoft Excel, PowerPoint, Economics, Financial Modeling, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Research, Valuation, Matlab
Education
Cornell University 2013 — 2014
Master's degree, Applied Statistics
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Biometry and Statistics & Applied Economics and Management
Cornwall Central High School 2005 — 2009
BD June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Lawrence Associates June 2011 - August 2011
Self Employed September 2005 - January 2011
Do It Best Corp. May 2010 - August 2010
All Recycling Inc. January 2005 - August 2009
Skills
Statistical Modeling, Base SAS Certified, Data Analysis, SQL, SPSS, R, LaTeX, JMP, Minitab, Stata, Microsoft Excel, PowerPoint, Economics, Financial Modeling, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Research, Valuation, Matlab
Education
Cornell University 2013 — 2014
Master's degree, Applied Statistics
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Biometry and Statistics & Applied Economics and Management
Cornwall Central High School 2005 — 2009
Melody Sin's UBS Wealth Management Experience June 2007 - May 2012
Job Director, Strategic Development at Wyndham Hotel Group
Industry Hospitality
Experience
Wyndham Hotel Group June 2013 - Present
UBS Wealth Management June 2007 - May 2012
Fidelity Worldwide Investment August 2005 - June 2007
Skills
Fixed Income, Hedge Funds, Equities, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Financial Modeling, Investments, Strategy, Hospitality, Management, Hospitality Management, Asset Management, Valuation
Education
Cornell University 2012 — 2013
Master of Management in Hospitality, Real Estate Finance and Investments
University of Toronto 2001 — 2005
Bachelor of Commerce, Economics and Finance
Wyndham Hotel Group June 2013 - Present
UBS Wealth Management June 2007 - May 2012
Fidelity Worldwide Investment August 2005 - June 2007
Skills
Fixed Income, Hedge Funds, Equities, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Financial Modeling, Investments, Strategy, Hospitality, Management, Hospitality Management, Asset Management, Valuation
Education
Cornell University 2012 — 2013
Master of Management in Hospitality, Real Estate Finance and Investments
University of Toronto 2001 — 2005
Bachelor of Commerce, Economics and Finance
Simon Appert's UBS Wealth Management Experience May 2014 - July 2014
Job Student at Columbia University
Industry Research
Experience
UBS Wealth Management May 2014 - July 2014
Banque de France January 2014 - July 2014
DuPont May 2013 - July 2013
Cannes Film Festival 2010 May 2010 - May 2010
Education
University of Cambridge
Economics - Economic Research
Columbia University in the City of New York 2014 — 2015
Exchange year - BA - Majored in Economics & Mathematics, GPA : 3.86
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2015
Bachelor of Art Degree - Economics and Social Sciences
Université Panthéon Sorbonne (Paris I) 2012 — 2015
Bachelor of Science Degree - Mathematics
Lycée Pierre Corneille, Rouen, France 2009 — 2012
Scientific Baccalauréat majored in Mathematics with the highest honours ("Félicitations du jury").
UBS Wealth Management May 2014 - July 2014
Banque de France January 2014 - July 2014
DuPont May 2013 - July 2013
Cannes Film Festival 2010 May 2010 - May 2010
Education
University of Cambridge
Economics - Economic Research
Columbia University in the City of New York 2014 — 2015
Exchange year - BA - Majored in Economics & Mathematics, GPA : 3.86
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2015
Bachelor of Art Degree - Economics and Social Sciences
Université Panthéon Sorbonne (Paris I) 2012 — 2015
Bachelor of Science Degree - Mathematics
Lycée Pierre Corneille, Rouen, France 2009 — 2012
Scientific Baccalauréat majored in Mathematics with the highest honours ("Félicitations du jury").
Asher Hecht-Bernstein's UBS Wealth Management Experience December 2009 - June 2010
Job Associate at Spectrum Equity
Industry Venture Capital & Private Equity
Experience
Spectrum Equity August 2014 - Present
Allen & Company June 2013 - June 2014
Allen & Company June 2011 - August 2012
UBS Wealth Management December 2009 - June 2010
Skills
Microsoft Excel, Stata, Matlab, Financial Modeling, Corporate Finance, Economics, Private Equity, Hedge Funds, Capital IQ, Bloomberg, Equities, Investments, Investment Banking, Bloomberg Terminal, Venture Capital, Valuation
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Economics
Pingry
Trinity High School
Spectrum Equity August 2014 - Present
Allen & Company June 2013 - June 2014
Allen & Company June 2011 - August 2012
UBS Wealth Management December 2009 - June 2010
Skills
Microsoft Excel, Stata, Matlab, Financial Modeling, Corporate Finance, Economics, Private Equity, Hedge Funds, Capital IQ, Bloomberg, Equities, Investments, Investment Banking, Bloomberg Terminal, Venture Capital, Valuation
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Economics
Pingry
Trinity High School