UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Elena Katz Elena Katz's UBS Wealth Management Experience June 2010 - January 2011
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Zhiwen Kenny Quek Zhiwen Kenny Quek's UBS Wealth Management Experience June 2013 - September 2013
Job Finding Value in Companies
Industry Financial Services
Experience
Solis Ortus Capital March 2014 - September 2014
UBS Wealth Management June 2013 - September 2013
De Anza Social Entrepreneurship Club June 2011 - June 2012
Singapore Armed Forces September 2007 - September 2009
Skills
Microsoft Excel, PowerPoint, Customer Service, Team Leadership, Teamwork, Microsoft Word, Leadership, Bloomberg Terminal, Investment Analysis, Public Speaking, Human Resources, Accounts Payable
Education
Drexel University - College of Business and Administration 2012 — 2015
Bachelor of Science, Business Administration, Finance
De Anza College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Solis Ortus Capital March 2014 - September 2014
UBS Wealth Management June 2013 - September 2013
De Anza Social Entrepreneurship Club June 2011 - June 2012
Singapore Armed Forces September 2007 - September 2009
Skills
Microsoft Excel, PowerPoint, Customer Service, Team Leadership, Teamwork, Microsoft Word, Leadership, Bloomberg Terminal, Investment Analysis, Public Speaking, Human Resources, Accounts Payable
Education
Drexel University - College of Business and Administration 2012 — 2015
Bachelor of Science, Business Administration, Finance
De Anza College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Ron Aulbach Ron Aulbach's UBS Wealth Management Experience August 1999 - March 2003
Job Senior Pastor at BridgeWay Community Church
Industry Nonprofit Organization Management
Experience
Bridgeway Community Church January 2003 - Present
UBS Wealth Management August 1999 - March 2003
Hercules May 1993 - July 1999
Skills
Public Speaking, Presenter, Non-profits, Fundraising, Volunteer Management, Leadership Development, Pastoral Care, Leadership, Nonprofits, Team Building, Microsoft Office, Workshop Facilitation, Training, Theology, Bible, Preaching, Discipleship, Church Events, Pastoral Counseling, Church Growth, Youth Ministry, Spiritual Direction, Pastoral, Apologetics, Evangelism, Missions, Religion, Gospel, Philosophy of Religion, Stewardship, Organizational..., Community Outreach, Biblical Studies, Conflict Resolution, Discipleship Training, Church Consulting, Teaching, Non-profit..., Ministry Development, Pastoring, Student Ministry, Interfaith, Church Administration, Biblical Teaching, Christian Theology, Expository Preaching, Ministry Leadership, Bible Study, Ministries, Churches
Education
Cornerstone University 2004 — 2008
MA Systematic, Systematic and Historical Theology
Western Michigan University 1990 — 1995
Bachelor of Science (B.S.), Paper Science and Engineering
Bridgeway Community Church January 2003 - Present
UBS Wealth Management August 1999 - March 2003
Hercules May 1993 - July 1999
Skills
Public Speaking, Presenter, Non-profits, Fundraising, Volunteer Management, Leadership Development, Pastoral Care, Leadership, Nonprofits, Team Building, Microsoft Office, Workshop Facilitation, Training, Theology, Bible, Preaching, Discipleship, Church Events, Pastoral Counseling, Church Growth, Youth Ministry, Spiritual Direction, Pastoral, Apologetics, Evangelism, Missions, Religion, Gospel, Philosophy of Religion, Stewardship, Organizational..., Community Outreach, Biblical Studies, Conflict Resolution, Discipleship Training, Church Consulting, Teaching, Non-profit..., Ministry Development, Pastoring, Student Ministry, Interfaith, Church Administration, Biblical Teaching, Christian Theology, Expository Preaching, Ministry Leadership, Bible Study, Ministries, Churches
Education
Cornerstone University 2004 — 2008
MA Systematic, Systematic and Historical Theology
Western Michigan University 1990 — 1995
Bachelor of Science (B.S.), Paper Science and Engineering
Simon Puleo's UBS Wealth Management Experience August 2002 - September 2007
Job Enablement Manager HP Helion Network at HP
Industry Information Technology and Services
Experience
Hewlett-Packard September 2014 - Present
Hewlett-Packard February 2012 - October 2014
Hewlett-Packard September 2007 - February 2012
UBS Wealth Management August 2002 - September 2007
AIG February 2001 - August 2002
USA Department of Defense (SPAWAR) July 2000 - January 2001
I Can Learn Educational Systems February 2000 - July 2000
Altrum Technologies L.L.C. September 1998 - October 1999
The Parson Group L.L.C. January 1997 - September 1998
Skills
Instructional Design, E-Learning, Training, Program Management, Cloud Computing, Management, Curriculum Design, Sales Enablement, Leadership, Project Management, Learning Management, Strategy, Pre-sales, Captivate, Learning Management..., SharePoint, Vendor Management, Integration, Adult Education, Cross-functional Team..., Product Marketing, Consulting, Security, ADDIE, Analysis, SDLC, Kirkpatrick, Arduino, IoT
Education
DePaul University 1990 — 1994
Bachelor of Science, Music and Engineering
Hewlett-Packard September 2014 - Present
Hewlett-Packard February 2012 - October 2014
Hewlett-Packard September 2007 - February 2012
UBS Wealth Management August 2002 - September 2007
AIG February 2001 - August 2002
USA Department of Defense (SPAWAR) July 2000 - January 2001
I Can Learn Educational Systems February 2000 - July 2000
Altrum Technologies L.L.C. September 1998 - October 1999
The Parson Group L.L.C. January 1997 - September 1998
Skills
Instructional Design, E-Learning, Training, Program Management, Cloud Computing, Management, Curriculum Design, Sales Enablement, Leadership, Project Management, Learning Management, Strategy, Pre-sales, Captivate, Learning Management..., SharePoint, Vendor Management, Integration, Adult Education, Cross-functional Team..., Product Marketing, Consulting, Security, ADDIE, Analysis, SDLC, Kirkpatrick, Arduino, IoT
Education
DePaul University 1990 — 1994
Bachelor of Science, Music and Engineering
Erik Boyme's UBS Wealth Management Experience January 2005 - June 2008
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2012 - Present
Wells Fargo Advisors, LLC June 2008 - April 2012
UBS Wealth Management January 2005 - June 2008
UBS Global Asset Management November 1997 - December 2004
The Northern Trust International Banking Corporation 1995 - 1997
Skills
Strategic Financial..., Mutual Funds, Investments, Retirement Planning, Alternative Investments, Asset, Estate Planning, Business Valuation, Accounting, Long-term Care, Financial Reporting, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Marketing and (Management and Strategy)
DePaul University 1989 — 1994
BS, Accounting
LPL Financial April 2012 - Present
Wells Fargo Advisors, LLC June 2008 - April 2012
UBS Wealth Management January 2005 - June 2008
UBS Global Asset Management November 1997 - December 2004
The Northern Trust International Banking Corporation 1995 - 1997
Skills
Strategic Financial..., Mutual Funds, Investments, Retirement Planning, Alternative Investments, Asset, Estate Planning, Business Valuation, Accounting, Long-term Care, Financial Reporting, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Marketing and (Management and Strategy)
DePaul University 1989 — 1994
BS, Accounting
Yasmin Arastu Yasmin Arastu's UBS Wealth Management Experience February 2010 - August 2010
Job Applications Architect at Aon
Industry Information Technology and Services
Experience
Aon November 2014 - Present
Avanade (Microsoft/Accenture) May 2014 - November 2014
Avanade (Microsoft/Accenture) September 2012 - January 2014
Navistar Inc June 2011 - June 2012
DePaul University February 2009 - June 2011
UBS Wealth Management February 2010 - August 2010
21cc Education January 2010 - June 2010
Deloitte & Touche January 2009 - January 2010
Skills
Visio, SQL Server, Microsoft Office, Access, Pivot Tables, JavaScript, HTML/XML, CSS, Java, UML, Marketing Strategy
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Marketing & MIS
Aon November 2014 - Present
Avanade (Microsoft/Accenture) May 2014 - November 2014
Avanade (Microsoft/Accenture) September 2012 - January 2014
Navistar Inc June 2011 - June 2012
DePaul University February 2009 - June 2011
UBS Wealth Management February 2010 - August 2010
21cc Education January 2010 - June 2010
Deloitte & Touche January 2009 - January 2010
Skills
Visio, SQL Server, Microsoft Office, Access, Pivot Tables, JavaScript, HTML/XML, CSS, Java, UML, Marketing Strategy
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Marketing & MIS
Boris Lehtman's UBS Wealth Management Experience January 2005 - January 2006
Job President at Dental Burs USA
Industry Medical Devices
Experience
Dental Burs USA December 2005 - Present
Lehtman Enterprise Group, Inc. February 2010 - Present
Vomark Technologies EMEA August 2013 - Present
UBS Wealth Management January 2005 - January 2006
Skills
Start-ups, Customer Relations, Microsoft Office, Marketing Strategy, Business Strategy, Sales Management, New Business Development, Online Marketing, Social Media, Excel, Financial Analysis, Word, Social Media Marketing, Microsoft Word, Microsoft Excel, Customer Service, Small Business, Product Development, Strategic Planning, Sales
Education
DePaul University 2003 — 2007
Bachelor of Science in Commerce, Economics
Dental Burs USA December 2005 - Present
Lehtman Enterprise Group, Inc. February 2010 - Present
Vomark Technologies EMEA August 2013 - Present
UBS Wealth Management January 2005 - January 2006
Skills
Start-ups, Customer Relations, Microsoft Office, Marketing Strategy, Business Strategy, Sales Management, New Business Development, Online Marketing, Social Media, Excel, Financial Analysis, Word, Social Media Marketing, Microsoft Word, Microsoft Excel, Customer Service, Small Business, Product Development, Strategic Planning, Sales
Education
DePaul University 2003 — 2007
Bachelor of Science in Commerce, Economics
Zachary Warman Zachary Warman's UBS Wealth Management Experience January 2011 - March 2011
Job Associate at JPMorgan Chase & Co.
Industry
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase July 2012 - December 2014
UGL Equis June 2011 - August 2011
UBS Wealth Management January 2011 - March 2011
Capella Hotel Group August 2010 - December 2010
Education
DePaul University 2008 — 2012
Business Management
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase July 2012 - December 2014
UGL Equis June 2011 - August 2011
UBS Wealth Management January 2011 - March 2011
Capella Hotel Group August 2010 - December 2010
Education
DePaul University 2008 — 2012
Business Management
Jonathan So's UBS Wealth Management Experience May 2012 - September 2012
Job ERS Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte July 2014 - Present
Deloitte June 2013 - August 2013
University of Southern California October 2012 - May 2013
UBS Wealth Management May 2012 - September 2012
The Hollywood Reporter May 2011 - September 2011
Boys and Girls Clubs of America June 2010 - August 2010
Skills
Leadership, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint
Education
Corvinus University of Budapest 2013 — 2014
Business Administration and Management, General
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor's degree, Business Administration
Grover Cleveland High School 2006 — 2010
Deloitte July 2014 - Present
Deloitte June 2013 - August 2013
University of Southern California October 2012 - May 2013
UBS Wealth Management May 2012 - September 2012
The Hollywood Reporter May 2011 - September 2011
Boys and Girls Clubs of America June 2010 - August 2010
Skills
Leadership, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint
Education
Corvinus University of Budapest 2013 — 2014
Business Administration and Management, General
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor's degree, Business Administration
Grover Cleveland High School 2006 — 2010
Benjamin Chavez Benjamin Chavez's UBS Wealth Management Experience June 2015 - Present
Job Financial Planning Intern at UBS
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
Jackson National Asset Management, LLC June 2014 - June 2015
The People's Music School April 2014 - June 2014
Banner Day Camp June 2012 - August 2012
Grayslake Youth Center NFP, Inc / The Oasis August 2010 - December 2011
Skills
Music Theory, Microsoft Word, Microsoft Excel, Microsoft Office, Creative Writing, OS X, Facebook, Social Media, Teaching, Editing, Social Networking, Event Planning, Social Media Marketing, Marketing, PowerPoint, Customer Service, Time Management, Public Speaking
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Economics and Finance
Universidad La Salle, A.C.
Study Abroad, Economics and Finance
UBS Wealth Management June 2015 - Present
Jackson National Asset Management, LLC June 2014 - June 2015
The People's Music School April 2014 - June 2014
Banner Day Camp June 2012 - August 2012
Grayslake Youth Center NFP, Inc / The Oasis August 2010 - December 2011
Skills
Music Theory, Microsoft Word, Microsoft Excel, Microsoft Office, Creative Writing, OS X, Facebook, Social Media, Teaching, Editing, Social Networking, Event Planning, Social Media Marketing, Marketing, PowerPoint, Customer Service, Time Management, Public Speaking
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Economics and Finance
Universidad La Salle, A.C.
Study Abroad, Economics and Finance
Eric Leaven's UBS Wealth Management Experience May 2010 - September 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Northwestern Mutual June 2014 - July 2015
Chicago Motor Cars July 2011 - June 2014
UBS Wealth Management May 2010 - September 2010
Skills
Customer Service, Microsoft Excel, Sales, Customer Satisfaction, Teamwork, Microsoft Office, Research, Social Networking, Leadership, Public Speaking, Risk Management, Time Management, Customer Relations, Inventory Management, Financial Planning, Problem Solving, Retail, Data Analysis, PowerPoint, Microsoft Word, Marketing, Excel, Word, Windows
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Management, Senior
Benet Academy 2007 — 2011
Morgan Stanley August 2015 - Present
Northwestern Mutual June 2014 - July 2015
Chicago Motor Cars July 2011 - June 2014
UBS Wealth Management May 2010 - September 2010
Skills
Customer Service, Microsoft Excel, Sales, Customer Satisfaction, Teamwork, Microsoft Office, Research, Social Networking, Leadership, Public Speaking, Risk Management, Time Management, Customer Relations, Inventory Management, Financial Planning, Problem Solving, Retail, Data Analysis, PowerPoint, Microsoft Word, Marketing, Excel, Word, Windows
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Management, Senior
Benet Academy 2007 — 2011
Paige Lo Paige Lo's UBS Wealth Management Experience May 2007 - August 2008
Job Market Data Engineer at Jump Trading LLC
Industry Financial Services
Experience
Jump Trading LLC March 2014 - Present
Spartz July 2013 - March 2014
Spartz November 2012 - July 2013
Jump Trading, LLC September 2011 - November 2012
Firm58 June 2010 - September 2011
Intravex January 2010 - June 2010
Intravex September 2009 - January 2010
Independent options trading group at CME January 2009 - June 2009
PNP Trading LLC August 2008 - June 2009
UBS Wealth Management May 2007 - August 2008
Skills
SQL, Data Analysis, Python, Microsoft Excel, Statistics, Unix, Business Analysis, Analytics, Databases, Bash, R, Trading Strategies, IT Strategy, Analysis, VBA, Access, System Administration, Oracle, Business Intelligence, Data Mining, Microsoft SQL Server, MySQL, MongoDB, Google Analytics, Machine Learning, Linux, Programming, ETL
Education
DePaul University
Economics
Jump Trading LLC March 2014 - Present
Spartz July 2013 - March 2014
Spartz November 2012 - July 2013
Jump Trading, LLC September 2011 - November 2012
Firm58 June 2010 - September 2011
Intravex January 2010 - June 2010
Intravex September 2009 - January 2010
Independent options trading group at CME January 2009 - June 2009
PNP Trading LLC August 2008 - June 2009
UBS Wealth Management May 2007 - August 2008
Skills
SQL, Data Analysis, Python, Microsoft Excel, Statistics, Unix, Business Analysis, Analytics, Databases, Bash, R, Trading Strategies, IT Strategy, Analysis, VBA, Access, System Administration, Oracle, Business Intelligence, Data Mining, Microsoft SQL Server, MySQL, MongoDB, Google Analytics, Machine Learning, Linux, Programming, ETL
Education
DePaul University
Economics
Jonathan S. Kendall, CRPC Jonathan S. Kendall, CRPC's UBS Wealth Management Experience September 2000 - Present
Job Financial Advisor, Vice President Investments
Industry Financial Services
Experience
UBS Wealth Management September 2000 - Present
Skills
Series 7, Wealth..., Investment Advisory,..., Long Term Care..., Life Insurance Planning, Education/529 Planning, Asset Protection..., Asset Allocation..., Securities Backed..., Strategic Financial...
Education
Dalhousie University 1977 — 1979
Master of Business Administration (MBA), Finance, Marketing
Hartwick College 1972 — 1976
Bachelor's degree, Economics
Watertown High
UBS Wealth Management September 2000 - Present
Skills
Series 7, Wealth..., Investment Advisory,..., Long Term Care..., Life Insurance Planning, Education/529 Planning, Asset Protection..., Asset Allocation..., Securities Backed..., Strategic Financial...
Education
Dalhousie University 1977 — 1979
Master of Business Administration (MBA), Finance, Marketing
Hartwick College 1972 — 1976
Bachelor's degree, Economics
Watertown High
Francis Lauw Francis Lauw's UBS Wealth Management Experience June 2011 - August 2011
Job Student at Georgetown University
Industry
Experience
American Farmland Trust March 2014 - May 2014
Sterling College, Craftsbury Common, VT June 2013 - July 2013
PwC June 2012 - August 2012
Natixis May 2012 - June 2012
UBS Wealth Management June 2011 - August 2011
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BSBA, Finance and Arabic
Deerfield Academy 2008 — 2010
American Farmland Trust March 2014 - May 2014
Sterling College, Craftsbury Common, VT June 2013 - July 2013
PwC June 2012 - August 2012
Natixis May 2012 - June 2012
UBS Wealth Management June 2011 - August 2011
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BSBA, Finance and Arabic
Deerfield Academy 2008 — 2010
Cliff Sellery CFP, CIMA, CRPS Cliff Sellery CFP, CIMA, CRPS's UBS Wealth Management Experience April 1988 - Present
Job UBS Institutional Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 1988 - Present
UBS Wealth Management April 1988 - Present
UBS Wealth Management April 1988 - Present
Thomson McKinnon Securities April 1976 - April 1988
Education
Indiana University Bloomington 1970 — 1973
BS Psychology, Minors in Math & Chemistry
DePauw University 1968 — 1969
Liberal Arts
UBS Wealth Management April 1988 - Present
UBS Wealth Management April 1988 - Present
UBS Wealth Management April 1988 - Present
Thomson McKinnon Securities April 1976 - April 1988
Education
Indiana University Bloomington 1970 — 1973
BS Psychology, Minors in Math & Chemistry
DePauw University 1968 — 1969
Liberal Arts
Janek Pedersen Janek Pedersen's UBS Wealth Management Experience 2005 - 2010
Job Wealth Adviser at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management June 2010 - Present
UBS Wealth Management 2005 - 2010
Education
Elgin Academy 1996 — 2000
High School Diploma
DePaul University
RMB Capital Management June 2010 - Present
UBS Wealth Management 2005 - 2010
Education
Elgin Academy 1996 — 2000
High School Diploma
DePaul University
Birju Munshi Birju Munshi's UBS Wealth Management Experience January 2009 - May 2009
Job Team Member at RPG Life Transition Specialists
Industry Financial Services
Experience
RPG - Life Transition Specialists June 2015 - Present
AT&T May 2014 - February 2015
Edelman Financial Services August 2011 - May 2014
Robert W. Baird & Co. May 2010 - September 2010
Fifth Third Bank May 2009 - May 2010
UBS Wealth Management January 2009 - May 2009
BMO Harris Bank December 2006 - September 2008
TCF Bank August 2005 - December 2006
Skills
Portfolio Management, Investments, Microsoft Excel, Finance, Mutual Funds, Microsoft Office, Cash Management, Microsoft Word, Outlook, Corporate Finance, Financial Modeling, Banking, Equities, Financial Analysis, Bloomberg
Education
DePaul University 2008 — 2010
Bachelor of Science, Finance
Schaumburg High School 2002 — 2005
General High School Education
RPG - Life Transition Specialists June 2015 - Present
AT&T May 2014 - February 2015
Edelman Financial Services August 2011 - May 2014
Robert W. Baird & Co. May 2010 - September 2010
Fifth Third Bank May 2009 - May 2010
UBS Wealth Management January 2009 - May 2009
BMO Harris Bank December 2006 - September 2008
TCF Bank August 2005 - December 2006
Skills
Portfolio Management, Investments, Microsoft Excel, Finance, Mutual Funds, Microsoft Office, Cash Management, Microsoft Word, Outlook, Corporate Finance, Financial Modeling, Banking, Equities, Financial Analysis, Bloomberg
Education
DePaul University 2008 — 2010
Bachelor of Science, Finance
Schaumburg High School 2002 — 2005
General High School Education
Jake Graves's UBS Wealth Management Experience 2015 - Present
Job Student at University of New Hampshire
Industry
Experience
UBS Wealth Management 2015 - Present
General Growth Properties June 2014 - August 2014
+Impact Partners Films January 2014 - January 2014
The Kuyasa Fund June 2013 - August 2013
Athletic Republic May 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access Database, JD Edwards, Hyperion Enterprise, WebFilings, Bloomberg Terminal
Education
University Of New Hampshire, Paul College of Business and Economics 2012 — 2016
Bachelor of Science (BS), Finance and Business Analytics
Corvinus University of Budapest
Rowland Hall-St. Mark's School 2008 — 2012
UBS Wealth Management 2015 - Present
General Growth Properties June 2014 - August 2014
+Impact Partners Films January 2014 - January 2014
The Kuyasa Fund June 2013 - August 2013
Athletic Republic May 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access Database, JD Edwards, Hyperion Enterprise, WebFilings, Bloomberg Terminal
Education
University Of New Hampshire, Paul College of Business and Economics 2012 — 2016
Bachelor of Science (BS), Finance and Business Analytics
Corvinus University of Budapest
Rowland Hall-St. Mark's School 2008 — 2012
Abhishek Sardana Abhishek Sardana's UBS Wealth Management Experience 2010 - 2010
Job Managing Consultant at Navigant
Industry Management Consulting
Experience
Wipro Consulting June 2013 - July 2014
Morgan Stanley Smith Barney (via Polaris) August 2010 - June 2013
UBS Wealth Management 2010 - 2010
Axia Associates 2009 - 2009
Hewlett-Packard September 2006 - May 2008
General Electric (via Satyam Computers) June 2003 - September 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Indian Institute of Technology, Madras 1999 — 2003
B. Tech
Gita Niketan 1996 — 1998
Wipro Consulting June 2013 - July 2014
Morgan Stanley Smith Barney (via Polaris) August 2010 - June 2013
UBS Wealth Management 2010 - 2010
Axia Associates 2009 - 2009
Hewlett-Packard September 2006 - May 2008
General Electric (via Satyam Computers) June 2003 - September 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Indian Institute of Technology, Madras 1999 — 2003
B. Tech
Gita Niketan 1996 — 1998
Vivian Sanders Vivian Sanders's UBS Wealth Management Experience March 2000 - December 2008
Job Sales Associate at Hudson Group
Industry Financial Services
Experience
Hudson Group March 2013 - Present
Desert Springs Hospital Medical Center March 2012 - July 2012
Cedars-Sinai Medical Center February 2010 - October 2010
UBS Wealth Management March 2000 - December 2008
JB Oxford & Company January 1999 - January 2000
Cedars-Sinai Medical Center January 1995 - January 1997
Litton Industries January 1978 - January 1993
Skills
Outlook, Word, Access, Administration, Microsoft Office, Data Entry, Typing, PowerPoint, Excel, Customer Service, Documentation, Database Administration, Scheduling, Quickbooks, Research, Administrative Support, Teamwork, Problem Solving, Spreadsheets, Coordination, Microsoft Word, Microsoft Excel
Education
Venice Skills Center/Adults 2009 — 2009
Certificate, Accounting Basic (Quick-Books), 3.0
Computer Learning Centers, Inc. 1998 — 1999
Diploma, Computerized Business Systems, 4.0
West Coast University 1987 — 1988
Business courses: Marketing, Business Law, Economics, Math and etc…, 3.0
Cuyahoga Community College 1980 — 1982
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.0
Hudson Group March 2013 - Present
Desert Springs Hospital Medical Center March 2012 - July 2012
Cedars-Sinai Medical Center February 2010 - October 2010
UBS Wealth Management March 2000 - December 2008
JB Oxford & Company January 1999 - January 2000
Cedars-Sinai Medical Center January 1995 - January 1997
Litton Industries January 1978 - January 1993
Skills
Outlook, Word, Access, Administration, Microsoft Office, Data Entry, Typing, PowerPoint, Excel, Customer Service, Documentation, Database Administration, Scheduling, Quickbooks, Research, Administrative Support, Teamwork, Problem Solving, Spreadsheets, Coordination, Microsoft Word, Microsoft Excel
Education
Venice Skills Center/Adults 2009 — 2009
Certificate, Accounting Basic (Quick-Books), 3.0
Computer Learning Centers, Inc. 1998 — 1999
Diploma, Computerized Business Systems, 4.0
West Coast University 1987 — 1988
Business courses: Marketing, Business Law, Economics, Math and etc…, 3.0
Cuyahoga Community College 1980 — 1982
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.0
Michael Stuckey, CPA, MSA Michael Stuckey, CPA, MSA's UBS Wealth Management Experience June 2007 - August 2007
Job Manager | M&A Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey LLP October 2012 - Present
McGladrey LLP July 2010 - October 2012
Caturano and Company September 2008 - July 2010
UBS Wealth Management June 2007 - August 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, SEC filings, Internal Controls, External Audit, Revenue Recognition, Private Equity, Investments, Portfolio Management, CPA, US GAAP
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MSA, Accounting
Saint Michael's College 2004 — 2008
BS, Accounting & Business, Minor - Finance
McGladrey LLP October 2012 - Present
McGladrey LLP July 2010 - October 2012
Caturano and Company September 2008 - July 2010
UBS Wealth Management June 2007 - August 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, SEC filings, Internal Controls, External Audit, Revenue Recognition, Private Equity, Investments, Portfolio Management, CPA, US GAAP
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MSA, Accounting
Saint Michael's College 2004 — 2008
BS, Accounting & Business, Minor - Finance
Taylor Topousis Taylor Topousis's UBS Wealth Management Experience 2013 - 2013
Job Student at Dartmouth College
Industry
Experience
Craig-Hallum Capital Group October 2014 - November 2014
UBS Wealth Management 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Critical Thinking, Leadership
Education
Dartmouth College 2012 — 2016
Government
Deerfield Academy 2011 — 2012
High School
Craig-Hallum Capital Group October 2014 - November 2014
UBS Wealth Management 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Critical Thinking, Leadership
Education
Dartmouth College 2012 — 2016
Government
Deerfield Academy 2011 — 2012
High School
Steven Kirson's UBS Wealth Management Experience 1996 - 2003
Job Divorce Attorney at Kessler & Solomiany, LLC
Industry Law Practice
Experience
Kessler & Solomiany, LLC, Family Law Attorneys May 2014 - Present
Warner, Bates, McGough, McGinnis & Portnoy 2003 - May 2014
Temple Sinai 2008 - 2009
Tulane Alumni Association 1997 - 2007
UBS Wealth Management 1996 - 2003
Ford & Harrison LLP 1993 - 1996
Skills
Arbitration, Domestic Relations, Litigation, Prenuptial Agreements, Family Law, Employment Law, Trials, Mediation, Alternative Dispute..., Qualified Domestic..., Trial Practice
Education
Tulane University Law School 1989 — 1992
JD, Law
Cornell University 1982 — 1986
BS, Industrial & Labor Relations
Kessler & Solomiany, LLC, Family Law Attorneys May 2014 - Present
Warner, Bates, McGough, McGinnis & Portnoy 2003 - May 2014
Temple Sinai 2008 - 2009
Tulane Alumni Association 1997 - 2007
UBS Wealth Management 1996 - 2003
Ford & Harrison LLP 1993 - 1996
Skills
Arbitration, Domestic Relations, Litigation, Prenuptial Agreements, Family Law, Employment Law, Trials, Mediation, Alternative Dispute..., Qualified Domestic..., Trial Practice
Education
Tulane University Law School 1989 — 1992
JD, Law
Cornell University 1982 — 1986
BS, Industrial & Labor Relations
Colin Salsbury Colin Salsbury's UBS Wealth Management Experience September 2010 - January 2011
Job Associate at Citadel LLC
Industry Financial Services
Experience
Citadel LLC May 2014 - Present
Northern Trust Hedge Fund Services May 2012 - May 2014
Endeavor Trading, LLC August 2011 - November 2011
UBS November 2010 - August 2011
UBS Wealth Management September 2010 - January 2011
Skills
Finance, Financial Modeling, Investments, FX Options, Trading, Bloomberg, Hedge Funds, Mutual Funds, Cash Management, Fixed Income, Derivatives, Equities
Education
DePaul University 2007 — 2011
B.A., Finance, Economics
St. Joseph's High School 2003 — 2007
Citadel LLC May 2014 - Present
Northern Trust Hedge Fund Services May 2012 - May 2014
Endeavor Trading, LLC August 2011 - November 2011
UBS November 2010 - August 2011
UBS Wealth Management September 2010 - January 2011
Skills
Finance, Financial Modeling, Investments, FX Options, Trading, Bloomberg, Hedge Funds, Mutual Funds, Cash Management, Fixed Income, Derivatives, Equities
Education
DePaul University 2007 — 2011
B.A., Finance, Economics
St. Joseph's High School 2003 — 2007
Thomas Fulfaro Thomas Fulfaro's UBS Wealth Management Experience August 2007 - February 2009
Job Registered Principal, National Control Office at Guardian Life
Industry Financial Services
Experience
Guardian Life September 2013 - Present
Lehigh Valley Financial Group February 2010 - September 2013
Merrill Lynch March 2009 - February 2010
UBS Wealth Management August 2007 - February 2009
Canon USA February 2001 - May 2007
Education
DeSales University 2004 — 2006
MBA, Finance
University at Albany, SUNY 1993 — 1997
BA, History
Guardian Life September 2013 - Present
Lehigh Valley Financial Group February 2010 - September 2013
Merrill Lynch March 2009 - February 2010
UBS Wealth Management August 2007 - February 2009
Canon USA February 2001 - May 2007
Education
DeSales University 2004 — 2006
MBA, Finance
University at Albany, SUNY 1993 — 1997
BA, History
Tarif Homsi Tarif Homsi's UBS Wealth Management Experience August 2015 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
UBS Wealth Management June 2014 - August 2014
Cars Rescue Team Company August 2011 - February 2013
Skills
Microsoft Office, Public Speaking, Research, Microsoft Word, Data Analysis, PowerPoint, Leadership, Event Planning, Customer Service, Social Media
Education
University of Rochester
B.A., Economics, B.A., Economics
Damascus University
UBS Wealth Management August 2015 - Present
UBS Wealth Management June 2014 - August 2014
Cars Rescue Team Company August 2011 - February 2013
Skills
Microsoft Office, Public Speaking, Research, Microsoft Word, Data Analysis, PowerPoint, Leadership, Event Planning, Customer Service, Social Media
Education
University of Rochester
B.A., Economics, B.A., Economics
Damascus University
Andrew Patenaude Andrew Patenaude's UBS Wealth Management Experience July 2014 - November 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2015 - Present
Sunbelt Business Brokers April 2015 - August 2015
UBS Wealth Management July 2014 - November 2014
InStadium June 2013 - August 2013
Coyote Logistics June 2012 - August 2012
Coyote Logistics June 2011 - August 2011
Skills
Integrated Marketing, Market Research, Marketing, CRM, Marketing Communications, Analytics, Marketing Strategy, Social Media Marketing, Direct Marketing, Digital Marketing, Social Media, Client Services, Sales
Education
University of Richmond 2010 — 2014
Bachelor's Degree, Marketing
Deerfield Academy 2008 — 2010
High School
Northwestern Mutual September 2015 - Present
Sunbelt Business Brokers April 2015 - August 2015
UBS Wealth Management July 2014 - November 2014
InStadium June 2013 - August 2013
Coyote Logistics June 2012 - August 2012
Coyote Logistics June 2011 - August 2011
Skills
Integrated Marketing, Market Research, Marketing, CRM, Marketing Communications, Analytics, Marketing Strategy, Social Media Marketing, Direct Marketing, Digital Marketing, Social Media, Client Services, Sales
Education
University of Richmond 2010 — 2014
Bachelor's Degree, Marketing
Deerfield Academy 2008 — 2010
High School
Benjamin Jacobson's UBS Wealth Management Experience August 2011 - May 2012
Job Analyst Equity Practice Group
Industry Real Estate
Experience
Cohen Financial November 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Curry College October 2010 - October 2011
Hillel, Curry College July 2009 - October 2011
Camp Caribou May 2011 - August 2011
Mercedes-Benz USA May 2009 - July 2009
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Equity Research, Equities, Morningstar, Hedge Funds, DCF, Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Real Estate, Investment Properties, Due Diligence, Investment Banking, Leadership, Private Equity
Education
Curry College 2009 — 2012
BA, Finance, Economics
Curry College 2009 — 2012
Cohen Financial November 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Curry College October 2010 - October 2011
Hillel, Curry College July 2009 - October 2011
Camp Caribou May 2011 - August 2011
Mercedes-Benz USA May 2009 - July 2009
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Equity Research, Equities, Morningstar, Hedge Funds, DCF, Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Real Estate, Investment Properties, Due Diligence, Investment Banking, Leadership, Private Equity
Education
Curry College 2009 — 2012
BA, Finance, Economics
Curry College 2009 — 2012
Tommy Brick Tommy Brick's UBS Wealth Management Experience March 2011 - February 2012
Job Vitro Packaging LLC
Industry Packaging and Containers
Experience
Vitro Packaging April 2013 - Present
Southern Wine & Spirits September 2012 - April 2013
Southern Wine & Spirits August 2012 - September 2012
Golfsmith April 2012 - June 2012
UBS Wealth Management March 2011 - February 2012
Worldwide Express September 2010 - December 2010
Golfsmith Golf May 2010 - October 2010
Skills
PowerPoint, Cold Calling, Social Media, Microsoft Excel, Sales, Account Management, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Research, Leadership
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance Honors Program, Minor Accounting
Vitro Packaging April 2013 - Present
Southern Wine & Spirits September 2012 - April 2013
Southern Wine & Spirits August 2012 - September 2012
Golfsmith April 2012 - June 2012
UBS Wealth Management March 2011 - February 2012
Worldwide Express September 2010 - December 2010
Golfsmith Golf May 2010 - October 2010
Skills
PowerPoint, Cold Calling, Social Media, Microsoft Excel, Sales, Account Management, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Research, Leadership
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance Honors Program, Minor Accounting
Thomas Reusser, CFP® Thomas Reusser, CFP®'s UBS Wealth Management Experience December 2008 - Present
Job The COR Investment Group at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management December 2008 - Present
UBS Wealth Management June 2006 - Present
UBS Wealth Management October 2002 - Present
UBS Investment Bank (Formerly UBS Warburg) July 2000 - July 2002
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (BA), Government
Orrville High School 1992 — 1996
UBS Wealth Management December 2008 - Present
UBS Wealth Management June 2006 - Present
UBS Wealth Management October 2002 - Present
UBS Investment Bank (Formerly UBS Warburg) July 2000 - July 2002
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (BA), Government
Orrville High School 1992 — 1996
Neal Ryan Neal Ryan's UBS Wealth Management Experience September 2002 - April 2004
Job Director of Shopper Marketing
Industry Marketing and Advertising
Experience
Albertsons March 2015 - Present
The Grange October 2012 - Present
"The Craic" July 2012 - Present
Hopster, Inc February 2014 - October 2014
DS-IQ April 2011 - June 2012
Catalina Marketing June 2006 - September 2010
Waylon Ad June 2004 - April 2006
UBS Wealth Management September 2002 - April 2004
JWT June 2000 - December 2001
D'Arcy March 1998 - June 2000
Skills
Staff Development, Advertising, Promotions, P&L Management, Consumer Insights, Brand Development, Creative Development, Media Planning, Integrated Marketing, Segmentation, Event Marketing, Analytics, FMCG, Strategic Planning, Digital Marketing, Marketing Research, Digital Media, Creative Problem Solving, New Business Development, Advertising Sales, Client Service, Marketing Strategy, mixologist, Shopper Marketing, Customer Insight, Creative Direction, Creative Strategy, Strategic Partnerships, Interactive Marketing, Market Research, Digital Strategy, Strategy, Brand Architecture, Marketing, Marketing Communications, Mobile Marketing, Direct Marketing, Business Development, Start-ups, Mobile Devices, Management, Relationship Marketing, Leadership, Market Planning, Multi-channel Marketing, Brand Management, Online Advertising, Competitive Analysis, Email Marketing, Marketing Management
Education
DePaul University 1989 — 1990
MBA, International Business
University Of Notre Dame 1981 — 1985
BBA, MArketing
New York University
Albertsons March 2015 - Present
The Grange October 2012 - Present
"The Craic" July 2012 - Present
Hopster, Inc February 2014 - October 2014
DS-IQ April 2011 - June 2012
Catalina Marketing June 2006 - September 2010
Waylon Ad June 2004 - April 2006
UBS Wealth Management September 2002 - April 2004
JWT June 2000 - December 2001
D'Arcy March 1998 - June 2000
Skills
Staff Development, Advertising, Promotions, P&L Management, Consumer Insights, Brand Development, Creative Development, Media Planning, Integrated Marketing, Segmentation, Event Marketing, Analytics, FMCG, Strategic Planning, Digital Marketing, Marketing Research, Digital Media, Creative Problem Solving, New Business Development, Advertising Sales, Client Service, Marketing Strategy, mixologist, Shopper Marketing, Customer Insight, Creative Direction, Creative Strategy, Strategic Partnerships, Interactive Marketing, Market Research, Digital Strategy, Strategy, Brand Architecture, Marketing, Marketing Communications, Mobile Marketing, Direct Marketing, Business Development, Start-ups, Mobile Devices, Management, Relationship Marketing, Leadership, Market Planning, Multi-channel Marketing, Brand Management, Online Advertising, Competitive Analysis, Email Marketing, Marketing Management
Education
DePaul University 1989 — 1990
MBA, International Business
University Of Notre Dame 1981 — 1985
BBA, MArketing
New York University
Minyu Lv's UBS Wealth Management Experience June 2012 - September 2012
Job MSc in Analytics Candidate at The University of Chicago
Industry Real Estate
Experience
Retail Properties of America, Inc. October 2013 - July 2015
Green Door Capital March 2013 - September 2013
Alya Capital September 2012 - February 2013
UBS Wealth Management June 2012 - September 2012
Cheevers & Company, Inc. June 2012 - September 2012
Barrington Research Associates, Inc. January 2012 - March 2012
Hony Capital June 2011 - September 2011
Morningstar June 2009 - September 2009
Skills
Investments, Valuation, Portfolio Management, Financial Analysis, Private Equity, Microsoft Office, Asset Management, Finance, Mergers & Acquisitions, Financial Modeling, Bloomberg, Venture Capital, Equity Research, Real Estate, Bloomberg Terminal, Market Research, Financial Accounting, Argus Modeling, Data Analytics, Access, R, MySQL, HTML
Education
The University of Chicago 2015 — 2017
Master’s Degree, Analytics
DePaul University 2008 — 2013
Bachelor of Science degree, Finance and Real Estate
Varndean College 2006 — 2008
High School Degree, Accounting and Mathematics
Retail Properties of America, Inc. October 2013 - July 2015
Green Door Capital March 2013 - September 2013
Alya Capital September 2012 - February 2013
UBS Wealth Management June 2012 - September 2012
Cheevers & Company, Inc. June 2012 - September 2012
Barrington Research Associates, Inc. January 2012 - March 2012
Hony Capital June 2011 - September 2011
Morningstar June 2009 - September 2009
Skills
Investments, Valuation, Portfolio Management, Financial Analysis, Private Equity, Microsoft Office, Asset Management, Finance, Mergers & Acquisitions, Financial Modeling, Bloomberg, Venture Capital, Equity Research, Real Estate, Bloomberg Terminal, Market Research, Financial Accounting, Argus Modeling, Data Analytics, Access, R, MySQL, HTML
Education
The University of Chicago 2015 — 2017
Master’s Degree, Analytics
DePaul University 2008 — 2013
Bachelor of Science degree, Finance and Real Estate
Varndean College 2006 — 2008
High School Degree, Accounting and Mathematics
Jack Hubbard Jack Hubbard's UBS Wealth Management Experience 2006 - 2007
Job Vice President at BAC and CoFounder of The HomeMade Gin Kit
Industry Public Relations and Communications
Experience
The HomeMade Gin Kit October 2012 - Present
Berman and Company 2007 - Present
UBS Wealth Management 2006 - 2007
Skills
Public Speaking, Public Relations, Marketing, Strategic Communications, Entrepreneurship, Fundraising
Education
Davidson College
Bachelor of Arts (B.A.), Political Science and Government
The HomeMade Gin Kit October 2012 - Present
Berman and Company 2007 - Present
UBS Wealth Management 2006 - 2007
Skills
Public Speaking, Public Relations, Marketing, Strategic Communications, Entrepreneurship, Fundraising
Education
Davidson College
Bachelor of Arts (B.A.), Political Science and Government
Doug Black Doug Black's UBS Wealth Management Experience June 1989 - March 2010
Job Founder | Aronson SpringReef LLC
Industry Financial Services
Experience
Aronson SpringReef LLC September 2010 - Present
UBS Wealth Management June 1989 - March 2010
Education
Denison University 1972 — 1976
BA with Honors, Psychology
University of Maryland College Park 1976 — 1979
MA, Industrial and Organizational Psychology
Aronson SpringReef LLC September 2010 - Present
UBS Wealth Management June 1989 - March 2010
Education
Denison University 1972 — 1976
BA with Honors, Psychology
University of Maryland College Park 1976 — 1979
MA, Industrial and Organizational Psychology
Alex Hauer Alex Hauer's UBS Wealth Management Experience May 2012 - August 2012
Job Assistant Media Planner at Razorfish
Industry
Experience
Razorfish May 2015 - Present
Macy's November 2014 - April 2015
Macy's June 2013 - November 2014
Macy's June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
K2 Advisors December 2011 - January 2012
K2 Advisors May 2011 - August 2011
Education
Davidson College 2009 — 2013
Bachelor of Arts (BA), Economics
Universidad de Granada 2011 — 2011
Darien High School 2005 — 2009
Razorfish May 2015 - Present
Macy's November 2014 - April 2015
Macy's June 2013 - November 2014
Macy's June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
K2 Advisors December 2011 - January 2012
K2 Advisors May 2011 - August 2011
Education
Davidson College 2009 — 2013
Bachelor of Arts (BA), Economics
Universidad de Granada 2011 — 2011
Darien High School 2005 — 2009
Chris Grosse Chris Grosse's UBS Wealth Management Experience September 2009 - December 2009
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Keefe, Bruyette & Woods July 2010 - April 2013
UBS Wealth Management September 2009 - December 2009
York Street Capital Partners August 2009 - August 2009
Related May 2009 - July 2009
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Equities, Bloomberg, Financial Analysis, Investments, Due Diligence, Fixed Income, Corporate Finance, Mergers & Acquisitions, Private Equity, Economics
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
Deerfield Academy 2003 — 2006
Eaglebook
Bank of America Merrill Lynch June 2013 - Present
Keefe, Bruyette & Woods July 2010 - April 2013
UBS Wealth Management September 2009 - December 2009
York Street Capital Partners August 2009 - August 2009
Related May 2009 - July 2009
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Equities, Bloomberg, Financial Analysis, Investments, Due Diligence, Fixed Income, Corporate Finance, Mergers & Acquisitions, Private Equity, Economics
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
Deerfield Academy 2003 — 2006
Eaglebook
Peter Ham Peter Ham's UBS Wealth Management Experience September 2006 - December 2011
Job Experienced Wealth Management executive and small business investor
Industry Information Services
Experience
Belrose Pharma, Inc. July 2014 - Present
Advance Funding, LLC January 2014 - Present
Wine Roots LLC February 2012 - Present
HighGate Partners LLC June 2012 - December 2013
UBS Wealth Management September 2006 - December 2011
Merrill Lynch March 1993 - July 2006
The Boston Company May 1986 - August 1993
JPMorgan September 1983 - March 1986
Skills
Wealth Management, Structured Products, Equity Derivatives, FX Options, Securities, Trading, Equities, Trading Systems, Private Banking, Financial Structuring, Capital Markets, Hedging, Investment Banking, Fixed Income, Hedge Funds, Financial Services, Alternative Investments, Asset Management, Investments, Derivatives, Emerging Markets, Asset Allocation, Investment Advisory, Portfolio Management, Financial Markets, Wealth Management..., Investment Strategies, Bloomberg, Bonds, Investment Management, Private Equity, Options, Series 7, Fund Of Funds
Education
Dartmouth College 1979 — 1983
BA, English Lit.
Stowe School 1974 — 1979
O and A levels
Belrose Pharma, Inc. July 2014 - Present
Advance Funding, LLC January 2014 - Present
Wine Roots LLC February 2012 - Present
HighGate Partners LLC June 2012 - December 2013
UBS Wealth Management September 2006 - December 2011
Merrill Lynch March 1993 - July 2006
The Boston Company May 1986 - August 1993
JPMorgan September 1983 - March 1986
Skills
Wealth Management, Structured Products, Equity Derivatives, FX Options, Securities, Trading, Equities, Trading Systems, Private Banking, Financial Structuring, Capital Markets, Hedging, Investment Banking, Fixed Income, Hedge Funds, Financial Services, Alternative Investments, Asset Management, Investments, Derivatives, Emerging Markets, Asset Allocation, Investment Advisory, Portfolio Management, Financial Markets, Wealth Management..., Investment Strategies, Bloomberg, Bonds, Investment Management, Private Equity, Options, Series 7, Fund Of Funds
Education
Dartmouth College 1979 — 1983
BA, English Lit.
Stowe School 1974 — 1979
O and A levels
Alex Zivojinovic Alex Zivojinovic's UBS Wealth Management Experience June 2010 - August 2010
Job Senior 2 Associate Assurance at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2012 - Present
M&R Installations Inc. September 2007 - December 2011
UBS Wealth Management June 2010 - August 2010
Skills
Due Diligence, Capital IQ, Economics, Analysis, Investments, Auditing, Microsoft Office, Management, Financial Modeling, Finance, Bloomberg
Education
DePaul University 2007 — 2011
Bachelor of Science in Commerce, Finance Honors & Accounting
Ernst & Young January 2012 - Present
M&R Installations Inc. September 2007 - December 2011
UBS Wealth Management June 2010 - August 2010
Skills
Due Diligence, Capital IQ, Economics, Analysis, Investments, Auditing, Microsoft Office, Management, Financial Modeling, Finance, Bloomberg
Education
DePaul University 2007 — 2011
Bachelor of Science in Commerce, Finance Honors & Accounting
Ally LaTourelle, Esq. Ally LaTourelle, Esq.'s UBS Wealth Management Experience January 2008 - April 2009
Job BioEconomy Partners
Industry Renewables & Environment
Experience
BioEconomy Partners June 2013 - Present
BioAmber Inc. March 2010 - May 2013
Earthventure Capital, LLC April 2009 - March 2010
UBS Wealth Management January 2008 - April 2009
Skills
Strategy, Due Diligence, Cleantech, Private Equity, Venture Capital, Investments, Project Finance, Start-ups, Mergers, Corporate Development, Energy, Business Strategy, Analysis, Asset Managment, Renewable Energy, Mergers & Acquisitions, Asset Management, Business Development, Policy, Sustainable Business, Business Planning, Sustainability, Economic Development, Government, Finance, Clean Technology, Alternative Energy, Corporate Social..., Energy Policy, Licensing, Corporate Governance, Sustainable Energy, Entrepreneurship, Public Policy, Biomass, Biofuels, Joint Ventures, Sustainability..., Public Affairs, Climate Change
Education
Pace University School of Law 2004 — 2007
JD, International Law
Cornish College of the Arts 1988 — 1992
B.F.A.
BioEconomy Partners June 2013 - Present
BioAmber Inc. March 2010 - May 2013
Earthventure Capital, LLC April 2009 - March 2010
UBS Wealth Management January 2008 - April 2009
Skills
Strategy, Due Diligence, Cleantech, Private Equity, Venture Capital, Investments, Project Finance, Start-ups, Mergers, Corporate Development, Energy, Business Strategy, Analysis, Asset Managment, Renewable Energy, Mergers & Acquisitions, Asset Management, Business Development, Policy, Sustainable Business, Business Planning, Sustainability, Economic Development, Government, Finance, Clean Technology, Alternative Energy, Corporate Social..., Energy Policy, Licensing, Corporate Governance, Sustainable Energy, Entrepreneurship, Public Policy, Biomass, Biofuels, Joint Ventures, Sustainability..., Public Affairs, Climate Change
Education
Pace University School of Law 2004 — 2007
JD, International Law
Cornish College of the Arts 1988 — 1992
B.F.A.
Gordon Schmidt's UBS Wealth Management Experience August 2005 - August 2008
Job Solutions Engineer at The Nerdery
Industry Information Technology and Services
Experience
The Nerdery May 2014 - Present
Cargill April 2012 - May 2014
Cargill May 2010 - April 2012
Cargill September 2008 - May 2010
UBS Wealth Management August 2005 - August 2008
The Home Depot November 2001 - May 2007
Boyer Building Corporation May 2004 - August 2005
Crown College August 2001 - May 2003
Skills
Customer Service, Operating Systems, Problem Solving, Customer Relations, Enterprise Mobility, Global Mobility, Mobility Management, Mobility Strategy, B2B, SQL, TIBCO, Perl, HTML, HTML 5, JavaScript, CSS3, webMethods, Windows Server, Windows 8, Windows 7, iOS, MobileIron, Android, Mobile Devices, Mobile Applications, CSS, Visio, Active Directory, Strategy, Management, Process Improvement, ITIL
Education
Crown College 2001 — 2005
BS, Business Administration
The Nerdery May 2014 - Present
Cargill April 2012 - May 2014
Cargill May 2010 - April 2012
Cargill September 2008 - May 2010
UBS Wealth Management August 2005 - August 2008
The Home Depot November 2001 - May 2007
Boyer Building Corporation May 2004 - August 2005
Crown College August 2001 - May 2003
Skills
Customer Service, Operating Systems, Problem Solving, Customer Relations, Enterprise Mobility, Global Mobility, Mobility Management, Mobility Strategy, B2B, SQL, TIBCO, Perl, HTML, HTML 5, JavaScript, CSS3, webMethods, Windows Server, Windows 8, Windows 7, iOS, MobileIron, Android, Mobile Devices, Mobile Applications, CSS, Visio, Active Directory, Strategy, Management, Process Improvement, ITIL
Education
Crown College 2001 — 2005
BS, Business Administration
Gus Gonzalez Gus Gonzalez's UBS Wealth Management Experience December 2003 - November 2012
Job Experienced IT Professional
Industry Information Technology and Services
Experience
Verizon Wireless June 2013 - Present
UBS Wealth Management December 2003 - November 2012
Morgan Stanley 1996 - 2002
Morgan Stanley 1985 - 1995
Skills
Cost Basis Reporting, SDLC, Business Analysis, COBOL, DB2, Mainframe, Financial Services, Portfolio Management, Vendor Management, Business Requirements, PMO, Visio, Risk Management, Software Project..., Banking, Requirements Analysis, Fixed Income, Asset Management, Mutual Funds, Systems Analysis, Program Management
Education
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Data Processing and Data Processing Technology/Technician
Verizon Wireless June 2013 - Present
UBS Wealth Management December 2003 - November 2012
Morgan Stanley 1996 - 2002
Morgan Stanley 1985 - 1995
Skills
Cost Basis Reporting, SDLC, Business Analysis, COBOL, DB2, Mainframe, Financial Services, Portfolio Management, Vendor Management, Business Requirements, PMO, Visio, Risk Management, Software Project..., Banking, Requirements Analysis, Fixed Income, Asset Management, Mutual Funds, Systems Analysis, Program Management
Education
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Data Processing and Data Processing Technology/Technician
Richard Ristau, CFP® Richard Ristau, CFP®'s UBS Wealth Management Experience June 2001 - Present
Job First Vice President Wealth Management / Senior Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management June 2001 - Present
BearingPoint 1999 - 2001
KPMG 1997 - 1999
American National Bank 1993 - 1995
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of Wisconsin-Madison 1984 — 1988
UBS Wealth Management June 2001 - Present
BearingPoint 1999 - 2001
KPMG 1997 - 1999
American National Bank 1993 - 1995
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of Wisconsin-Madison 1984 — 1988
Mike Miles Mike Miles's UBS Wealth Management Experience June 2009 - August 2009
Job Community Manager Global Intranet Services at AIG
Industry Marketing and Advertising
Experience
AIG August 2015 - Present
SmartSign June 2014 - May 2015
SmartSign September 2012 - June 2014
S&P Capital IQ October 2010 - June 2012
Hillel of Colorado September 2006 - June 2010
UBS Wealth Management June 2009 - August 2009
Rainmaker Marketing June 2008 - August 2008
Skills
Social Media Marketing, Market Research, Blogging, Data Analysis, E-commerce, Google Analytics, Entrepreneurship, Community Outreach, Competitive Analysis, Microsoft Office, HTML, Social Analytics, Twitter, Facebook, Google+, YouTube, Linkedin Marketing, Social Media Advertising, Strategy, Marketing, Social Media, Community Management, Marketing Outreach, Copywriting, Advertising Copy, Employee Training, Training, Google Adwords, Craft Beer, Management, Financial Analysis, Leadership, Microsoft Excel
Education
University of Denver 2006 — 2010
Bachelor's Degree
Corvinus University of Budapest 2009 — 2009
AIG August 2015 - Present
SmartSign June 2014 - May 2015
SmartSign September 2012 - June 2014
S&P Capital IQ October 2010 - June 2012
Hillel of Colorado September 2006 - June 2010
UBS Wealth Management June 2009 - August 2009
Rainmaker Marketing June 2008 - August 2008
Skills
Social Media Marketing, Market Research, Blogging, Data Analysis, E-commerce, Google Analytics, Entrepreneurship, Community Outreach, Competitive Analysis, Microsoft Office, HTML, Social Analytics, Twitter, Facebook, Google+, YouTube, Linkedin Marketing, Social Media Advertising, Strategy, Marketing, Social Media, Community Management, Marketing Outreach, Copywriting, Advertising Copy, Employee Training, Training, Google Adwords, Craft Beer, Management, Financial Analysis, Leadership, Microsoft Excel
Education
University of Denver 2006 — 2010
Bachelor's Degree
Corvinus University of Budapest 2009 — 2009
Sue-Yen Yong Sue-Yen Yong's UBS Wealth Management Experience October 2010 - September 2013
Job Client Service Associate
Industry Financial Services
Experience
Neuberger Berman April 2014 - Present
UBS Wealth Management October 2010 - September 2013
Entrust Private Wealth Management August 2007 - September 2010
Police & Nurses Credit Society October 2006 - August 2007
GEOS Kids November 2005 - October 2006
Skills
Equities, Investments, Wealth Management, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Securities, Banking, Volunteering, Financial Markets
Education
Kaplan Professional 2007 — 2011
Graduate Diploma in Applied Finance
Curtin University 2000 — 2003
Bachelor of Commerce (B.Com.), Finance and E-Commerce
Neuberger Berman April 2014 - Present
UBS Wealth Management October 2010 - September 2013
Entrust Private Wealth Management August 2007 - September 2010
Police & Nurses Credit Society October 2006 - August 2007
GEOS Kids November 2005 - October 2006
Skills
Equities, Investments, Wealth Management, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Securities, Banking, Volunteering, Financial Markets
Education
Kaplan Professional 2007 — 2011
Graduate Diploma in Applied Finance
Curtin University 2000 — 2003
Bachelor of Commerce (B.Com.), Finance and E-Commerce
Mark Stuckless Mark Stuckless's UBS Wealth Management Experience April 2008 - March 2013
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
UBS Wealth Management April 2008 - March 2013
Bermuda Investment Advisory Services Ltd. January 2004 - February 2008
CIBC Wood Gundy June 2000 - January 2004
Education
CFA Institute 2004 — 2007
Memorial University of Newfoundland 1998 — 2000
MBA, Finance
Dalhousie University 1994 — 1998
BA, Economics
Athol Murray College of Notre Dame 1993 — 1994
UBS April 2013 - Present
UBS Wealth Management April 2008 - March 2013
Bermuda Investment Advisory Services Ltd. January 2004 - February 2008
CIBC Wood Gundy June 2000 - January 2004
Education
CFA Institute 2004 — 2007
Memorial University of Newfoundland 1998 — 2000
MBA, Finance
Dalhousie University 1994 — 1998
BA, Economics
Athol Murray College of Notre Dame 1993 — 1994
Szabolcs Szoke Szabolcs Szoke's UBS Wealth Management Experience September 2014 - Present
Job Test Manager at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management September 2014 - Present
Tigra Ltd. May 2013 - August 2014
Qualysoft Plc. September 2012 - March 2013
Citibank Europe Plc February 2012 - August 2012
Nuance-Recognita Plc February 2011 - January 2012
UniCredit Plc November 2008 - November 2010
Guinness Storehouse, Diageo Ireland April 2007 - November 2008
Milax Plc May 1998 - October 2006
Skills
Software Documentation, Testing, Test Planning, System Testing, Test Cases, Quality Center, Troubleshooting, Management, Quality Assurance, SQL, Team Management, Business Analysis, Software Development, Agile Methodologies, Linux, Software Project..., Business Requirements, Test Management, Java, Project Management
Education
Denes Gabor College
Bachelor, Information Technology
Corvinus University of Budapest
UBS Wealth Management September 2014 - Present
Tigra Ltd. May 2013 - August 2014
Qualysoft Plc. September 2012 - March 2013
Citibank Europe Plc February 2012 - August 2012
Nuance-Recognita Plc February 2011 - January 2012
UniCredit Plc November 2008 - November 2010
Guinness Storehouse, Diageo Ireland April 2007 - November 2008
Milax Plc May 1998 - October 2006
Skills
Software Documentation, Testing, Test Planning, System Testing, Test Cases, Quality Center, Troubleshooting, Management, Quality Assurance, SQL, Team Management, Business Analysis, Software Development, Agile Methodologies, Linux, Software Project..., Business Requirements, Test Management, Java, Project Management
Education
Denes Gabor College
Bachelor, Information Technology
Corvinus University of Budapest
John C Latkovich's UBS Wealth Management Experience December 2008 - December 2010
Job Systems Engineer – Server Services & Virtualization at Associated Press
Industry Information Technology and Services
Experience
Associated Press October 2014 - Present
Associated Press May 2014 - October 2014
Datapipe September 2011 - May 2014
Datapipe December 2010 - September 2011
UBS Wealth Management December 2008 - December 2010
Skills
Windows Server 2003, Windows Server 2008, IIS, HP Proliant, Data Center, Desktop Support, Laptops, Team Leadership, Great Communication, A+ Certified, HP certified, Lexmark Printer..., Network + Certified, MCSA Certified, IMAC tech, Trading floor Support, Imac, Windows Server, HP, System Administration, Windows, Servers, Virtualization, Disaster Recovery, Software Installation, Troubleshooting, Project Management, Active Directory, Microsoft Certified..., VMware, Technical Support, Information Technology, Enterprise Architecture, Network Engineering, DNS, System Deployment, Cisco Nexus
Education
DeVry University 2007 — 2008
Bachelor of Science, Network Communications Management
Associated Press October 2014 - Present
Associated Press May 2014 - October 2014
Datapipe September 2011 - May 2014
Datapipe December 2010 - September 2011
UBS Wealth Management December 2008 - December 2010
Skills
Windows Server 2003, Windows Server 2008, IIS, HP Proliant, Data Center, Desktop Support, Laptops, Team Leadership, Great Communication, A+ Certified, HP certified, Lexmark Printer..., Network + Certified, MCSA Certified, IMAC tech, Trading floor Support, Imac, Windows Server, HP, System Administration, Windows, Servers, Virtualization, Disaster Recovery, Software Installation, Troubleshooting, Project Management, Active Directory, Microsoft Certified..., VMware, Technical Support, Information Technology, Enterprise Architecture, Network Engineering, DNS, System Deployment, Cisco Nexus
Education
DeVry University 2007 — 2008
Bachelor of Science, Network Communications Management
Kristen Carstensen, CFP® Kristen Carstensen, CFP®'s UBS Wealth Management Experience August 2013 - October 2014
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
UBS Wealth Management August 2013 - October 2014
UBS Wealth Management October 2007 - August 2013
Temporary Opportunities, Inc. October 2006 - July 2007
University of St Andrews September 2005 - June 2006
Simmelink/Sukimoto Editions 2005 - 2005
Hoyne Savings Bank 2001 - 2005
Women's Studio Workshop 2004 - 2004
Skills
Investments, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Wealth Management, Microsoft Office, Series 7, Asset Allocation, Asset Management
Education
DePaul University 2010 — 2011
Financial Planning Certificate Program
University of St. Andrews 2005 — 2006
MLitt, Museum & Gallery Studies
Illinois Wesleyan University 2000 — 2004
BFA, ART
Morningstar October 2014 - Present
UBS Wealth Management August 2013 - October 2014
UBS Wealth Management October 2007 - August 2013
Temporary Opportunities, Inc. October 2006 - July 2007
University of St Andrews September 2005 - June 2006
Simmelink/Sukimoto Editions 2005 - 2005
Hoyne Savings Bank 2001 - 2005
Women's Studio Workshop 2004 - 2004
Skills
Investments, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Wealth Management, Microsoft Office, Series 7, Asset Allocation, Asset Management
Education
DePaul University 2010 — 2011
Financial Planning Certificate Program
University of St. Andrews 2005 — 2006
MLitt, Museum & Gallery Studies
Illinois Wesleyan University 2000 — 2004
BFA, ART
Matt Sackley Matt Sackley's UBS Wealth Management Experience June 2010 - August 2010
Job Corporate Account Manager at CDW
Industry Information Technology and Services
Experience
CDW August 2011 - Present
UBS Wealth Management June 2010 - August 2010
Village of Wilmette May 2007 - August 2009
Skills
Salesforce.com, SaaS, Selling, Lead Generation, Enterprise Software, Leadership, Sales Operations, CRM, B2B, Business Development, Marketing, Managed Services, Strategic Planning, Professional Services, Sales Presentations, Virtualization, Channel Partners, Management, Marketing Strategy, Unified Communications, Social Media Marketing, Solution Selling, Account Management
Education
DePaul University 2009 — 2010
Bachelors, Political Science, Economics
Miami University 2005 — 2008
CDW August 2011 - Present
UBS Wealth Management June 2010 - August 2010
Village of Wilmette May 2007 - August 2009
Skills
Salesforce.com, SaaS, Selling, Lead Generation, Enterprise Software, Leadership, Sales Operations, CRM, B2B, Business Development, Marketing, Managed Services, Strategic Planning, Professional Services, Sales Presentations, Virtualization, Channel Partners, Management, Marketing Strategy, Unified Communications, Social Media Marketing, Solution Selling, Account Management
Education
DePaul University 2009 — 2010
Bachelors, Political Science, Economics
Miami University 2005 — 2008
Jennifer M. Guskey's UBS Wealth Management Experience 2003 - 2005
Job SAP Business Development Executive
Industry Computer Software
Experience
The Field Museum January 2015 - Present
OpenText December 2012 - Present
SAP April 2011 - December 2012
ADP June 2009 - December 2010
ADP April 2007 - June 2009
Capella Hotel Group 2006 - 2007
Metropolitan Development 2005 - 2006
UBS Wealth Management 2003 - 2005
Skills
Business Planning, Cloud Computing, Strategic Planning, SaaS, Business Analytics, BPO, Customer Relations, CRM, Social Media, Human Capital Management, Personnel Management, Analytics, Networking, Enterprise Mobility, Mobile Strategy, SCM, SRM, Sustainability, SAP HANA, Sybase, Afaria, Data Warehousing, Salesforce.com, Enterprise Software, Sales, SAP, Enterprise Content..., Business Development, Strategic Partnerships, Solution Selling, Direct Sales, Account Management, Business Alliances, ERP, SAP ERP, Cold Calling, Strategy, Customer Service, Leadership, Talent Management, Sales Operations, New Business Development, Management, Sales Process, Outsourcing, Business Intelligence, Software Industry, Marketing, Lead Generation, Sales Management
Education
Ohio University 1999 — 2002
BS, Visual Communications
Denison University 1998 — 1999
n/a
Tates Creek High School 1994 — 1998
The Field Museum January 2015 - Present
OpenText December 2012 - Present
SAP April 2011 - December 2012
ADP June 2009 - December 2010
ADP April 2007 - June 2009
Capella Hotel Group 2006 - 2007
Metropolitan Development 2005 - 2006
UBS Wealth Management 2003 - 2005
Skills
Business Planning, Cloud Computing, Strategic Planning, SaaS, Business Analytics, BPO, Customer Relations, CRM, Social Media, Human Capital Management, Personnel Management, Analytics, Networking, Enterprise Mobility, Mobile Strategy, SCM, SRM, Sustainability, SAP HANA, Sybase, Afaria, Data Warehousing, Salesforce.com, Enterprise Software, Sales, SAP, Enterprise Content..., Business Development, Strategic Partnerships, Solution Selling, Direct Sales, Account Management, Business Alliances, ERP, SAP ERP, Cold Calling, Strategy, Customer Service, Leadership, Talent Management, Sales Operations, New Business Development, Management, Sales Process, Outsourcing, Business Intelligence, Software Industry, Marketing, Lead Generation, Sales Management
Education
Ohio University 1999 — 2002
BS, Visual Communications
Denison University 1998 — 1999
n/a
Tates Creek High School 1994 — 1998
Elaina D Vietz Elaina D Vietz's UBS Wealth Management Experience March 2008 - June 2010
Job Finance Manager
Industry Financial Services
Experience
American Express August 2015 - Present
M&T Bank August 2012 - July 2015
M&T Bank June 2011 - August 2011
UBS Wealth Management March 2008 - June 2010
JPMorgan Chase September 2006 - March 2008
Skills
Strategy, Banking, Credit Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Wisconsin-Madison 2002 — 2006
Bachelor of the Arts, Spanish, International Studies and Latin American Studies
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
American Express August 2015 - Present
M&T Bank August 2012 - July 2015
M&T Bank June 2011 - August 2011
UBS Wealth Management March 2008 - June 2010
JPMorgan Chase September 2006 - March 2008
Skills
Strategy, Banking, Credit Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Wisconsin-Madison 2002 — 2006
Bachelor of the Arts, Spanish, International Studies and Latin American Studies
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
Jillian Holly Jillian Holly's UBS Wealth Management Experience January 2012 - Present
Job Financial Advisor with the Hartman Curio Group at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management January 2012 - Present
Morgan Stanley Smith Barney May 2009 - January 2012
Edward Jones August 2006 - March 2009
European Parliament January 2006 - May 2006
Robert Morris University, Chicago, IL December 2004 - January 2006
French National Education September 2002 - May 2004
Chamber of Commerce September 2002 - May 2004
U.S. Research September 2000 - June 2002
Education
DePaul University
Masters
Southern Illinois University, Carbondale
2 Bachelor of Arts
University of Lausanne
French Certificate
UBS Wealth Management January 2012 - Present
Morgan Stanley Smith Barney May 2009 - January 2012
Edward Jones August 2006 - March 2009
European Parliament January 2006 - May 2006
Robert Morris University, Chicago, IL December 2004 - January 2006
French National Education September 2002 - May 2004
Chamber of Commerce September 2002 - May 2004
U.S. Research September 2000 - June 2002
Education
DePaul University
Masters
Southern Illinois University, Carbondale
2 Bachelor of Arts
University of Lausanne
French Certificate
Ronan Tipan Ronan Tipan's UBS Wealth Management Experience October 2003 - Present
Job Investment Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2003 - Present
Mellon HR Solutions 2002 - 2003
Merrill Lynch 2002 - 2002
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Strategy, Strategic Planning, CRM, Finance, Investments, Market Research
Education
DePaul University 2001 — 2003
Bachelor's degree, Finance, General
DePaul University 2000 — 2003
Bachelor of Science, Finance, Economics
UBS Wealth Management October 2003 - Present
Mellon HR Solutions 2002 - 2003
Merrill Lynch 2002 - 2002
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Strategy, Strategic Planning, CRM, Finance, Investments, Market Research
Education
DePaul University 2001 — 2003
Bachelor's degree, Finance, General
DePaul University 2000 — 2003
Bachelor of Science, Finance, Economics
Kartik Mehta Kartik Mehta's UBS Wealth Management Experience January 2008 - March 2008
Job Big Data Architect at Consulting
Industry Information Technology and Services
Experience
Consulting July 2015 - Present
Voluntary May 2012 - Present
World Bank & Fannie Mae June 2013 - June 2015
PNC May 2012 - May 2013
State Street August 2011 - April 2012
Lockheed Martin March 2010 - October 2010
Designmechanics July 2008 - July 2009
UBS Wealth Management January 2008 - March 2008
UBS Wealth Management April 2007 - August 2007
National Geographic Channel January 2005 - May 2005
Skills
Apache Spark, Big Data, Analytics, Data Science, Machine Learning, Python, Statistics, Databases, R, Statistical Data..., Data Warehousing, Data Analysis, SQL, Business Analysis, Risk Management, Vendor Management, SDLC, Business Objects, Business Intelligence, Analysis, Visio, Fixed Income, Software Development, Testing, Project Management, Integration, XML, Quality Assurance, Resource Management, Derivatives, Microsoft Excel, AML, UML, Oracle, Trading, Financial Reporting, Business Process, Agile Methodologies, Investment Banking, Retail Banking, Bloomberg, Data Quality, Data Governance, Brokerage, Account Reconciliation, Microsoft SQL Server, SWIFT payments, MS Project
Education
HarvardX 2015 — 2015
HarvardX
Stanford University Online Certification 2015 — 2015
Stevens Institute of Technology 2009 — 2010
Cerrtificate course
Stevens Institute of Technology 2006 — 2008
Master’s Degree
Delhi University 1992 — 1996
Bachelors
Edx Berkeley, California
Certificate
Consulting July 2015 - Present
Voluntary May 2012 - Present
World Bank & Fannie Mae June 2013 - June 2015
PNC May 2012 - May 2013
State Street August 2011 - April 2012
Lockheed Martin March 2010 - October 2010
Designmechanics July 2008 - July 2009
UBS Wealth Management January 2008 - March 2008
UBS Wealth Management April 2007 - August 2007
National Geographic Channel January 2005 - May 2005
Skills
Apache Spark, Big Data, Analytics, Data Science, Machine Learning, Python, Statistics, Databases, R, Statistical Data..., Data Warehousing, Data Analysis, SQL, Business Analysis, Risk Management, Vendor Management, SDLC, Business Objects, Business Intelligence, Analysis, Visio, Fixed Income, Software Development, Testing, Project Management, Integration, XML, Quality Assurance, Resource Management, Derivatives, Microsoft Excel, AML, UML, Oracle, Trading, Financial Reporting, Business Process, Agile Methodologies, Investment Banking, Retail Banking, Bloomberg, Data Quality, Data Governance, Brokerage, Account Reconciliation, Microsoft SQL Server, SWIFT payments, MS Project
Education
HarvardX 2015 — 2015
HarvardX
Stanford University Online Certification 2015 — 2015
Stevens Institute of Technology 2009 — 2010
Cerrtificate course
Stevens Institute of Technology 2006 — 2008
Master’s Degree
Delhi University 1992 — 1996
Bachelors
Edx Berkeley, California
Certificate
Daniella Tovar Daniella Tovar's UBS Wealth Management Experience December 2009 - April 2010
Job Financial Analyst at Abbott
Industry Information Services
Experience
Abbott July 2013 - Present
Abbott June 2011 - July 2014
Abbott December 2010 - June 2011
Sidley Austin June 2010 - December 2010
DePaul University Study Abroad Program January 2009 - June 2010
UBS Wealth Management December 2009 - April 2010
Skills
Access, Market Research, Financial Analysis, Financial Modeling, Accounting, Forecasting, Management
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Abbott July 2013 - Present
Abbott June 2011 - July 2014
Abbott December 2010 - June 2011
Sidley Austin June 2010 - December 2010
DePaul University Study Abroad Program January 2009 - June 2010
UBS Wealth Management December 2009 - April 2010
Skills
Access, Market Research, Financial Analysis, Financial Modeling, Accounting, Forecasting, Management
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Sean Abraham Sean Abraham's UBS Wealth Management Experience June 2012 - August 2012
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard 2013 - 2013
UBS Wealth Management June 2012 - August 2012
Northern Trust June 2011 - August 2011
St. Jude Children's Research Hospital May 2009 - July 2009
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Applied Economics and Managment
Peking University
Summer Program
Lazard 2013 - 2013
UBS Wealth Management June 2012 - August 2012
Northern Trust June 2011 - August 2011
St. Jude Children's Research Hospital May 2009 - July 2009
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Applied Economics and Managment
Peking University
Summer Program
Jeff Hooks Jeff Hooks's UBS Wealth Management Experience July 2013 - Present
Job System Adminstator Mainframe UBS
Industry Banking
Experience
UBS Wealth Management July 2013 - Present
Skills
MVS, IBM Mainframe, TSO, z/OS, JES2, CICS, ITIL v3 Foundations..., Tape Management, Outlook, Microsoft Office, System Monitoring, IT Operations, Active Directory, Help Desk Support, Team Leadership, Teamwork, Solarwinds, Omegamon, TMON, ESP, CA7, ISPF, Disaster Recovery, Networking, Mainframe, Management, Operating Systems, Netcool, Mainview, IBM Tivoli, Visio, Software Documentation, JCL, DB2, FTP, Data Center, System Administration, SDLC, Vendor Management
Education
Dallas Baptist University 1980 — 1981
UBS Wealth Management July 2013 - Present
Skills
MVS, IBM Mainframe, TSO, z/OS, JES2, CICS, ITIL v3 Foundations..., Tape Management, Outlook, Microsoft Office, System Monitoring, IT Operations, Active Directory, Help Desk Support, Team Leadership, Teamwork, Solarwinds, Omegamon, TMON, ESP, CA7, ISPF, Disaster Recovery, Networking, Mainframe, Management, Operating Systems, Netcool, Mainview, IBM Tivoli, Visio, Software Documentation, JCL, DB2, FTP, Data Center, System Administration, SDLC, Vendor Management
Education
Dallas Baptist University 1980 — 1981
Salvatore Angarone Salvatore Angarone's UBS Wealth Management Experience August 2008 - February 2009
Job Derivative Trader at AlphaBit Trading
Industry Capital Markets
Experience
AlphaBit Trading February 2012 - Present
Green Fund Partners LLC August 2010 - February 2012
UBS Wealth Management August 2008 - February 2009
Skills
Forecasting, Due Diligence, Cold Calling, Client Services, Hedging
Education
DePaul University 2004 — 2009
BS, Finance
Loyola Academy 2000 — 2004
AlphaBit Trading February 2012 - Present
Green Fund Partners LLC August 2010 - February 2012
UBS Wealth Management August 2008 - February 2009
Skills
Forecasting, Due Diligence, Cold Calling, Client Services, Hedging
Education
DePaul University 2004 — 2009
BS, Finance
Loyola Academy 2000 — 2004
Shihwan Chung Shihwan Chung's UBS Wealth Management Experience August 2004 - April 2009
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2014 - Present
Bain & Company September 2013 - August 2014
Bain & Company September 2011 - September 2013
Bain & Company June 2010 - August 2010
UBS Wealth Management August 2004 - April 2009
UBS Wealth Management July 2002 - August 2004
Skills
Financial Modeling, Management Consulting, Private Equity, Valuation, Due Diligence, Business Strategy, Management, Leadership, Marketing, Sales, Market Research, Marketing Strategy, Business Development, Project Management, Coaching, Competitive Analysis, Financial Analysis, Organizational Design, Portfolio Management, Market Analysis, Cross-functional Team..., Change Management, Equities, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management and Marketing
Dartmouth College 1998 — 2002
AB, History
Wayland High School 1994 — 1998
Bain & Company August 2014 - Present
Bain & Company September 2013 - August 2014
Bain & Company September 2011 - September 2013
Bain & Company June 2010 - August 2010
UBS Wealth Management August 2004 - April 2009
UBS Wealth Management July 2002 - August 2004
Skills
Financial Modeling, Management Consulting, Private Equity, Valuation, Due Diligence, Business Strategy, Management, Leadership, Marketing, Sales, Market Research, Marketing Strategy, Business Development, Project Management, Coaching, Competitive Analysis, Financial Analysis, Organizational Design, Portfolio Management, Market Analysis, Cross-functional Team..., Change Management, Equities, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management and Marketing
Dartmouth College 1998 — 2002
AB, History
Wayland High School 1994 — 1998
Alexander Pineda Alexander Pineda's UBS Wealth Management Experience May 2005 - May 2011
Job Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Barclays Wealth May 2011 - December 2014
UBS Wealth Management May 2005 - May 2011
BNY Mellon - Dreyfus Service Corp February 2003 - May 2005
Deutsche Bank November 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Fund Administration, Financial Services, Equities, Financial Markets, Securities, Valuation, Mutual Funds, Trading, Private Equity, Fixed Income, Portfolio Management
Education
De La Salle University
Bachelor of Science, Business Administration
JPMorgan Chase & Co. December 2014 - Present
Barclays Wealth May 2011 - December 2014
UBS Wealth Management May 2005 - May 2011
BNY Mellon - Dreyfus Service Corp February 2003 - May 2005
Deutsche Bank November 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Fund Administration, Financial Services, Equities, Financial Markets, Securities, Valuation, Mutual Funds, Trading, Private Equity, Fixed Income, Portfolio Management
Education
De La Salle University
Bachelor of Science, Business Administration
Kenneth Shields's UBS Wealth Management Experience September 1998 - December 2004
Job CEO at Shields Financial, LPL
Industry Financial Services
Experience
Shields Financial, LPL January 2009 - Present
UBS Wealth Management September 1998 - December 2004
Skills
Investments, Small Business, Retirement Planning, Fundraising, Strategic Financial..., Estate Planning, Series 7, Securities, Mutual Funds, Finance, Retirement, Bonds, Wealth Management, 401k, Fixed Annuities, Investment Advisory, Portfolio Management, Long-term Care, Series 63, Investment Strategies, Life Insurance, IRAs, Asset Allocation, Disability Insurance, Term Life Insurance, Insurance, Stocks, Alternative Investments, Financial Services, Mortgage Lending
Education
Dallas Baptist University
Garland High School
Shields Financial, LPL January 2009 - Present
UBS Wealth Management September 1998 - December 2004
Skills
Investments, Small Business, Retirement Planning, Fundraising, Strategic Financial..., Estate Planning, Series 7, Securities, Mutual Funds, Finance, Retirement, Bonds, Wealth Management, 401k, Fixed Annuities, Investment Advisory, Portfolio Management, Long-term Care, Series 63, Investment Strategies, Life Insurance, IRAs, Asset Allocation, Disability Insurance, Term Life Insurance, Insurance, Stocks, Alternative Investments, Financial Services, Mortgage Lending
Education
Dallas Baptist University
Garland High School
Guy Dietrich Guy Dietrich's UBS Wealth Management Experience January 2011 - October 2012
Job Fellow at Harvard University and Managing Partner at Dietrich Capital Partners
Industry Financial Services
Experience
Dietrich Capital Partners May 2012 - Present
UBS Wealth Management January 2011 - October 2012
UBS Wealth Management September 2009 - May 2012
Morgan Stanley Smith Barney 1983 - 2009
Education
Dartmouth College 1976 — 1980
BA, Government
Harvard
Harvard
Harvard
Dietrich Capital Partners May 2012 - Present
UBS Wealth Management January 2011 - October 2012
UBS Wealth Management September 2009 - May 2012
Morgan Stanley Smith Barney 1983 - 2009
Education
Dartmouth College 1976 — 1980
BA, Government
Harvard
Harvard
Harvard
Anthony Ladas Anthony Ladas's UBS Wealth Management Experience June 2014 - September 2014
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
UBS September 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
DePaul University June 2012 - June 2014
Orland Park Public Works June 2013 - August 2013
Johnny's Char-House June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, WordPress, Public Speaking, Wealth Management..., Financial Analysis, Investment Research, Financial Planning, Performance Reporting, Retirement Plan..., Litigation, Communication, Cold Calling, Customer Service, PowerPoint, Leadership, Teamwork, Event Planning, Research, Time Management, Social Media
Education
DePaul University 2011 — 2015
Finance and Economics, Senior
Amos Alonzo Stagg High School 2007 — 2011
UBS June 2015 - Present
UBS September 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
DePaul University June 2012 - June 2014
Orland Park Public Works June 2013 - August 2013
Johnny's Char-House June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, WordPress, Public Speaking, Wealth Management..., Financial Analysis, Investment Research, Financial Planning, Performance Reporting, Retirement Plan..., Litigation, Communication, Cold Calling, Customer Service, PowerPoint, Leadership, Teamwork, Event Planning, Research, Time Management, Social Media
Education
DePaul University 2011 — 2015
Finance and Economics, Senior
Amos Alonzo Stagg High School 2007 — 2011
Steve Zeller Steve Zeller's UBS Wealth Management Experience November 2004 - March 2005
Job Financial Advisor at Huntington Investment Company
Industry Financial Services
Experience
Huntington Investment Company July 2015 - Present
Citi April 2012 - July 2015
Northern Trust December 2010 - March 2012
Fifth Third Bank August 2009 - November 2010
Fidelity Investments 2005 - 2008
UBS Wealth Management November 2004 - March 2005
Education
DePaul University 2014 — 2016
Financial Planning Certificate Program, Pursuing CFP® Certification
University of Dayton
Bachelor of Science (B.S.), Finance
Huntington Investment Company July 2015 - Present
Citi April 2012 - July 2015
Northern Trust December 2010 - March 2012
Fifth Third Bank August 2009 - November 2010
Fidelity Investments 2005 - 2008
UBS Wealth Management November 2004 - March 2005
Education
DePaul University 2014 — 2016
Financial Planning Certificate Program, Pursuing CFP® Certification
University of Dayton
Bachelor of Science (B.S.), Finance
Nathaniel Davis Nathaniel Davis's UBS Wealth Management Experience June 2013 - August 2013
Job Analyst at Treacy & Company
Industry Management Consulting
Experience
Treacy & Company 2014 - Present
UBS Wealth Management June 2013 - August 2013
Atlas Entertainment 2013 - 2013
Funny or Die 2013 - 2013
MidDorm, LLC 2012 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Java, Microsoft Office, Finale, Comedy, Data Analysis, Entertainment, Public Speaking, Professional Services, Commercial Photography, Research, Blogging, Cosmetics, Editing, Nonprofits, Social Networking
Education
Dartmouth College
AB, Economics
The Roxbury Latin School
Treacy & Company 2014 - Present
UBS Wealth Management June 2013 - August 2013
Atlas Entertainment 2013 - 2013
Funny or Die 2013 - 2013
MidDorm, LLC 2012 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Java, Microsoft Office, Finale, Comedy, Data Analysis, Entertainment, Public Speaking, Professional Services, Commercial Photography, Research, Blogging, Cosmetics, Editing, Nonprofits, Social Networking
Education
Dartmouth College
AB, Economics
The Roxbury Latin School
Lora Galvin's UBS Wealth Management Experience October 2014 - May 2015
Job Internal Auditor at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
UBS Wealth Management October 2014 - May 2015
UBS Investment Bank August 2013 - August 2014
BNY Mellon October 2008 - August 2013
Skills
Accounting, Bloomberg, Financial Analysis, Hedge Funds, Valuation, Corporate Finance, Financial Statements
Education
St Mary's University Twickenham 2013 — 2014
Post graduate certificate in International Business, International/Global Studies
Suffolk University 2006 — 2008
Bachelors of Science in Business Administration (BSBA), Accounting
Curry College 2004 — 2005
State Street May 2015 - Present
UBS Wealth Management October 2014 - May 2015
UBS Investment Bank August 2013 - August 2014
BNY Mellon October 2008 - August 2013
Skills
Accounting, Bloomberg, Financial Analysis, Hedge Funds, Valuation, Corporate Finance, Financial Statements
Education
St Mary's University Twickenham 2013 — 2014
Post graduate certificate in International Business, International/Global Studies
Suffolk University 2006 — 2008
Bachelors of Science in Business Administration (BSBA), Accounting
Curry College 2004 — 2005
Reed Branson's UBS Wealth Management Experience January 2014 - May 2014
Job Financial Analyst at American Express
Industry Financial Services
Experience
American Express April 2015 - Present
American Express June 2014 - August 2014
UBS Wealth Management January 2014 - May 2014
National Security Agency June 2010 - November 2013
US Navy September 2008 - November 2013
Skills
Chinese, Leadership, Active Top Secret..., Mandarin, Training, Top Secret, Interagency Coordination, Microsoft Office, Project Management, Personnel Supervision, Data Analysis, Target Development, Microsoft Excel, Microsoft Word, Financial Calculations, Amortization Schedules, PowerPoint, Quality Control, Reporting & Analysis, Project Coordination, Statistical Modeling, Statistical Data..., New Hire Training, Development & delivery..., Operations Management, Multi-cultural Team..., Interdisciplinary..., Analyst Briefings, Job Evaluation, Subject Matter Experts
Education
University of Hawaii - College of Business Administration 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, 4.0
Defense Language Institute 2009 — 2010
Associate of Arts (AA), Mandarin Chinese, 4.0
American Express April 2015 - Present
American Express June 2014 - August 2014
UBS Wealth Management January 2014 - May 2014
National Security Agency June 2010 - November 2013
US Navy September 2008 - November 2013
Skills
Chinese, Leadership, Active Top Secret..., Mandarin, Training, Top Secret, Interagency Coordination, Microsoft Office, Project Management, Personnel Supervision, Data Analysis, Target Development, Microsoft Excel, Microsoft Word, Financial Calculations, Amortization Schedules, PowerPoint, Quality Control, Reporting & Analysis, Project Coordination, Statistical Modeling, Statistical Data..., New Hire Training, Development & delivery..., Operations Management, Multi-cultural Team..., Interdisciplinary..., Analyst Briefings, Job Evaluation, Subject Matter Experts
Education
University of Hawaii - College of Business Administration 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, 4.0
Defense Language Institute 2009 — 2010
Associate of Arts (AA), Mandarin Chinese, 4.0
Cheng(Gary) Wu Cheng(Gary) Wu's UBS Wealth Management Experience January 2013 - May 2013
Job Software Developer at Epic
Industry Banking
Experience
Epic July 2015 - Present
Denison University September 2012 - June 2014
UBS Wealth Management January 2013 - May 2013
Denison University August 2012 - January 2013
Denison University May 2012 - August 2012
Skills
Quantitative Analytics, Applied Mathematics, Research, Statistics, Data Analysis, Strategy, SPSS
Education
Northwestern University
Master of Science (M.S.), Engineering Sciences and Applied Math
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Statistics, Economics
Epic July 2015 - Present
Denison University September 2012 - June 2014
UBS Wealth Management January 2013 - May 2013
Denison University August 2012 - January 2013
Denison University May 2012 - August 2012
Skills
Quantitative Analytics, Applied Mathematics, Research, Statistics, Data Analysis, Strategy, SPSS
Education
Northwestern University
Master of Science (M.S.), Engineering Sciences and Applied Math
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Statistics, Economics
Jing Zhu Jing Zhu's UBS Wealth Management Experience January 2011 - May 2011
Job M.S. Candidate in Analytics at the Institute for Advanced Analytics at North Carolina State University
Industry Information Technology and Services
Experience
Oceania International Inc. December 2013 - April 2015
FP Inc. May 2012 - July 2013
UBS Wealth Management January 2011 - May 2011
Denison University January 2009 - January 2010
Skills
Writing, Critical Thinking, Team Leadership, Oral and written..., Economic Research, Econometric Modeling, Social Media Marketing, Adobe Photoshop, Microsoft Office, Bloomberg Terminal, Stata, SPSS, Research, Problem Solving, Chinese, Animation, Video Editing, Photoshop
Education
North Carolina State University 2015 — 2016
Master's Degree, M.S. Candidate in Analytics at the Institute for Advanced Analytics
Denison University 2008 — 2012
Bachelor of Art, Economics, Graduated with Magna Cum Laude
Zhengzhou Foreign Language School 2005 — 2008
High School Diploma
Oceania International Inc. December 2013 - April 2015
FP Inc. May 2012 - July 2013
UBS Wealth Management January 2011 - May 2011
Denison University January 2009 - January 2010
Skills
Writing, Critical Thinking, Team Leadership, Oral and written..., Economic Research, Econometric Modeling, Social Media Marketing, Adobe Photoshop, Microsoft Office, Bloomberg Terminal, Stata, SPSS, Research, Problem Solving, Chinese, Animation, Video Editing, Photoshop
Education
North Carolina State University 2015 — 2016
Master's Degree, M.S. Candidate in Analytics at the Institute for Advanced Analytics
Denison University 2008 — 2012
Bachelor of Art, Economics, Graduated with Magna Cum Laude
Zhengzhou Foreign Language School 2005 — 2008
High School Diploma
William Mitchell William Mitchell's UBS Wealth Management Experience December 2013 - February 2015
Job Portfolio Manager at Leon Frazer & Associates Inc.
Industry Investment Management
Experience
Leon Frazer & Associates Inc. March 2015 - Present
UBS Wealth Management December 2013 - February 2015
HSBC Global Asset Management (Canada) Ltd May 2009 - November 2013
ATB Financial August 2008 - April 2009
Bissett School of Business, Mount Royal University September 2006 - August 2008
RBC Investments September 2006 - April 2008
BMO Harris Private Banking October 2005 - August 2006
Skills
Direct Sales, People Management, Teaching, Strategic Financial..., Investment Management, Investment Advisory, Investments, Management, Wealth Management, High Net Worth..., Relationship Management, Wealth, Mutual Funds, Finance, Portfolio Management, Financial Risk, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Financial Planning, Asset Management, Business Development, Pensions, Financial Services, Wealth Management..., Credit, Bonds, Risk Management, Hedge Funds, Financial Planners, Financial Markets, Capital Markets, Mortgage Lending, Equity Research, Banking, Estate Planning, Alternative Investments, Residential Mortgages, Fixed Income, Private Banking, Retirement Planning, Trading, Commercial Banking, Financial Analysis, Derivatives, Securities, Equities, Credit Analysis, Options
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1986 — 1990
BA, Economics
Leon Frazer & Associates Inc. March 2015 - Present
UBS Wealth Management December 2013 - February 2015
HSBC Global Asset Management (Canada) Ltd May 2009 - November 2013
ATB Financial August 2008 - April 2009
Bissett School of Business, Mount Royal University September 2006 - August 2008
RBC Investments September 2006 - April 2008
BMO Harris Private Banking October 2005 - August 2006
Skills
Direct Sales, People Management, Teaching, Strategic Financial..., Investment Management, Investment Advisory, Investments, Management, Wealth Management, High Net Worth..., Relationship Management, Wealth, Mutual Funds, Finance, Portfolio Management, Financial Risk, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Financial Planning, Asset Management, Business Development, Pensions, Financial Services, Wealth Management..., Credit, Bonds, Risk Management, Hedge Funds, Financial Planners, Financial Markets, Capital Markets, Mortgage Lending, Equity Research, Banking, Estate Planning, Alternative Investments, Residential Mortgages, Fixed Income, Private Banking, Retirement Planning, Trading, Commercial Banking, Financial Analysis, Derivatives, Securities, Equities, Credit Analysis, Options
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1986 — 1990
BA, Economics
Shannon Woodcock Shannon Woodcock's UBS Wealth Management Experience November 2011 - January 2015
Job Design Strategist at HLW International
Industry Architecture & Planning
Experience
HLW International LLP January 2015 - Present
UBS Wealth Management November 2011 - January 2015
Cushman & Wakefield November 2011 - January 2015
Rose Tarlow Melrose House June 2011 - November 2011
Skills
InDesign, Illustrator, Photoshop, Graphic Design, Rendering, CAD, Space-planning, Mac, 3D Studio Max, Photography, Research, Windows, Customer Service, Marketing, Sales, Digital Imaging, Legal Writing, Programming, Materials Management, Psychology, Space planning, Adobe Creative Suite, Space Planning
Education
Cornell University 2007 — 2011
B.S., Design & Environmental Analysis
Drexel University 2005 — 2005
N/A, Interior Design
HLW International LLP January 2015 - Present
UBS Wealth Management November 2011 - January 2015
Cushman & Wakefield November 2011 - January 2015
Rose Tarlow Melrose House June 2011 - November 2011
Skills
InDesign, Illustrator, Photoshop, Graphic Design, Rendering, CAD, Space-planning, Mac, 3D Studio Max, Photography, Research, Windows, Customer Service, Marketing, Sales, Digital Imaging, Legal Writing, Programming, Materials Management, Psychology, Space planning, Adobe Creative Suite, Space Planning
Education
Cornell University 2007 — 2011
B.S., Design & Environmental Analysis
Drexel University 2005 — 2005
N/A, Interior Design
Jibran Ahmad's UBS Wealth Management Experience May 2012 - June 2012
Job Incoming Private Equity Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
Morgan Stanley June 2013 - August 2013
Artha Capital Management July 2012 - August 2012
UBS Wealth Management May 2012 - June 2012
Skills
Stata, Financial Modeling, PowerPoint, Microsoft Excel, Capital IQ, Teamwork, Bloomberg Terminal, Finance
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor of Arts (B.A.)
The Hackley School 2008 — 2012
Goldman Sachs June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
Morgan Stanley June 2013 - August 2013
Artha Capital Management July 2012 - August 2012
UBS Wealth Management May 2012 - June 2012
Skills
Stata, Financial Modeling, PowerPoint, Microsoft Excel, Capital IQ, Teamwork, Bloomberg Terminal, Finance
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor of Arts (B.A.)
The Hackley School 2008 — 2012
Joseph Chirayil Joseph Chirayil's UBS Wealth Management Experience August 2015 - Present
Job Senior Technology Management Professional
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
Deutsche Bank May 2013 - March 2015
Fi-Tek, LLC June 2012 - April 2013
J.P. Morgan July 2011 - June 2012
JudeSoft, Inc. November 2010 - July 2011
UBP Asset Management June 2008 - November 2010
Goldman Sachs December 2000 - June 2008
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Asset Management, Risk Management, Fund Of Funds, Governance, CRM, Trade Life Cycle, Fund Accounting, Operations, Cash Management, SOC 1, IT Governance, Financial Services, Strategy, Compliance, SSAE 16, Architecture, IT Infrastructure..., Enterprise IT..., IT Project & Program..., Java Enterprise Edition, Object Oriented Design, Application Frameworks, Director of Technology, Head of Technology, Vice President..., CTO, CIO, Senior Manager..., Trading Systems, Options, Trading, Cloud Computing, DevOps, Release Management, SDLC
Education
New York Institute of Technology
M.S., Computer Science
University of Delhi
M.Sc., Operations Research
UBS Wealth Management August 2015 - Present
Deutsche Bank May 2013 - March 2015
Fi-Tek, LLC June 2012 - April 2013
J.P. Morgan July 2011 - June 2012
JudeSoft, Inc. November 2010 - July 2011
UBP Asset Management June 2008 - November 2010
Goldman Sachs December 2000 - June 2008
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Asset Management, Risk Management, Fund Of Funds, Governance, CRM, Trade Life Cycle, Fund Accounting, Operations, Cash Management, SOC 1, IT Governance, Financial Services, Strategy, Compliance, SSAE 16, Architecture, IT Infrastructure..., Enterprise IT..., IT Project & Program..., Java Enterprise Edition, Object Oriented Design, Application Frameworks, Director of Technology, Head of Technology, Vice President..., CTO, CIO, Senior Manager..., Trading Systems, Options, Trading, Cloud Computing, DevOps, Release Management, SDLC
Education
New York Institute of Technology
M.S., Computer Science
University of Delhi
M.Sc., Operations Research
Brian J. Ward Brian J. Ward's UBS Wealth Management Experience October 2002 - January 2004
Job Managing Director, Consultant Relations
Industry Investment Management
Experience
Capital Dynamics October 2012 - June 2015
Commonfund July 2008 - October 2012
Millbrook Investment Managment June 2006 - May 2008
Atlantic Asset Management January 2004 - May 2006
UBS Wealth Management October 2002 - January 2004
Deutsche Bank November 1996 - September 2002
Smith Barney (Shearson Lehman Brothers) February 1991 - October 1996
Skills
Asset Allocation, Investment Strategies, Fund Of Funds, Asset Managment, Portfolio Management, Mutual Funds, Alternative Investments, Capital Markets, Hedge Funds, Commodity, Finance, Asset Management, Financial Analysis, Structured Finance, Investment Banking, Investment Management, Financial Services, Derivatives, Wealth Management, Pensions, Pension Funds, Investments, Financial Modeling, Private Equity
Education
Denison University
Bachelor’s Degree
New York University
Real Estate Investment Analysis
Capital Dynamics October 2012 - June 2015
Commonfund July 2008 - October 2012
Millbrook Investment Managment June 2006 - May 2008
Atlantic Asset Management January 2004 - May 2006
UBS Wealth Management October 2002 - January 2004
Deutsche Bank November 1996 - September 2002
Smith Barney (Shearson Lehman Brothers) February 1991 - October 1996
Skills
Asset Allocation, Investment Strategies, Fund Of Funds, Asset Managment, Portfolio Management, Mutual Funds, Alternative Investments, Capital Markets, Hedge Funds, Commodity, Finance, Asset Management, Financial Analysis, Structured Finance, Investment Banking, Investment Management, Financial Services, Derivatives, Wealth Management, Pensions, Pension Funds, Investments, Financial Modeling, Private Equity
Education
Denison University
Bachelor’s Degree
New York University
Real Estate Investment Analysis
George Lollis George Lollis's UBS Wealth Management Experience April 1999 - December 2003
Job Managing Partner at Accredited Fiduciary Advisors, LLC
Industry Investment Management
Experience
Accredited Fiduciary Advisors, LLC March 2015 - Present
Prospera Financial November 2003 - Present
UBS Wealth Management April 1999 - December 2003
Merrill Lynch December 1990 - March 1999
IFP, Incorporated February 1988 - October 1990
WPRC Securities, Inc November 1984 - March 1988
MGA Securities November 1983 - March 1984
Skills
Fiduciary Services, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Financial Planning, Financial Analysis, Financial Services, Fiduciary Audit, Valuation, Wealth Management
Education
Dallas Baptist University
Bachelor of Business Studies, Finance, Magnum Cum Laude
Accredited Fiduciary Advisors, LLC March 2015 - Present
Prospera Financial November 2003 - Present
UBS Wealth Management April 1999 - December 2003
Merrill Lynch December 1990 - March 1999
IFP, Incorporated February 1988 - October 1990
WPRC Securities, Inc November 1984 - March 1988
MGA Securities November 1983 - March 1984
Skills
Fiduciary Services, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Financial Planning, Financial Analysis, Financial Services, Fiduciary Audit, Valuation, Wealth Management
Education
Dallas Baptist University
Bachelor of Business Studies, Finance, Magnum Cum Laude
Kara Puccinelli Kara Puccinelli's UBS Wealth Management Experience July 2009 - July 2011
Job Manager, Strategic Alliances at Turn
Industry Internet
Experience
Turn July 2015 - Present
Turn June 2014 - June 2015
UBS July 2011 - May 2014
UBS Wealth Management July 2009 - July 2011
Skills
Series 7, Business Development, Sales, Equities, Financial Modeling, Fixed Income, Investments, Bloomberg, Portfolio Management, Financial Analysis, Mutual Funds, Investment Banking, Account Management, Wealth Management, Microsoft Excel, Enterprise Software, Ad Networks, Optimization
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Turn July 2015 - Present
Turn June 2014 - June 2015
UBS July 2011 - May 2014
UBS Wealth Management July 2009 - July 2011
Skills
Series 7, Business Development, Sales, Equities, Financial Modeling, Fixed Income, Investments, Bloomberg, Portfolio Management, Financial Analysis, Mutual Funds, Investment Banking, Account Management, Wealth Management, Microsoft Excel, Enterprise Software, Ad Networks, Optimization
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Richard Ioriatti Richard Ioriatti's UBS Wealth Management Experience August 2010 - April 2011
Job Proprietary Trader at Avatar Securities, LLC
Industry Capital Markets
Experience
Avatar Securities, LLC June 2011 - Present
UBS Wealth Management August 2010 - April 2011
Skills
Proprietary Trading, Trading Strategies, Equity Trading, Trading, Electronic Trading, Equities, Financial Markets, Hedging, Bloomberg, Technical Analysis, Capital Markets, Securities
Education
DePaul University 2007 — 2011
Bachelor of Science (BS), Finance, General
John Hersey High School 2003 — 2007
Avatar Securities, LLC June 2011 - Present
UBS Wealth Management August 2010 - April 2011
Skills
Proprietary Trading, Trading Strategies, Equity Trading, Trading, Electronic Trading, Equities, Financial Markets, Hedging, Bloomberg, Technical Analysis, Capital Markets, Securities
Education
DePaul University 2007 — 2011
Bachelor of Science (BS), Finance, General
John Hersey High School 2003 — 2007
Bradley Toth Bradley Toth's UBS Wealth Management Experience July 2007 - April 2009
Job Director of Compensation at Leo Burnett
Industry Marketing and Advertising
Experience
Leo Burnett May 2015 - Present
Leo Burnett May 2014 - Present
Leo Burnett September 2012 - April 2014
DIRECTV January 2011 - May 2012
Incase Designs Corp. November 2009 - May 2011
UBS Wealth Management July 2007 - April 2009
Skills
SAS, Access, Excel, Cognos, PowerPoint, Word, PeopleSoft, Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Reporting, Forecasting, Analytics, Analysis, Market Research
Education
Quinlan School of Business, Loyola University Chicago 2010 — 2014
Master of Business Administration (MBA), Finance
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. John's Jesuit High School 1999 — 2003
Leo Burnett May 2015 - Present
Leo Burnett May 2014 - Present
Leo Burnett September 2012 - April 2014
DIRECTV January 2011 - May 2012
Incase Designs Corp. November 2009 - May 2011
UBS Wealth Management July 2007 - April 2009
Skills
SAS, Access, Excel, Cognos, PowerPoint, Word, PeopleSoft, Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Reporting, Forecasting, Analytics, Analysis, Market Research
Education
Quinlan School of Business, Loyola University Chicago 2010 — 2014
Master of Business Administration (MBA), Finance
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. John's Jesuit High School 1999 — 2003
Dan McEldowney Dan McEldowney's UBS Wealth Management Experience December 2011 - August 2012
Job Associate at Ocean Tomo
Industry Financial Services
Experience
Ocean Tomo January 2015 - Present
Ocean Tomo April 2013 - December 2014
DePaul University Department of Finance August 2012 - June 2013
Barrington Research Associates, Inc. October 2012 - March 2013
UBS Wealth Management December 2011 - August 2012
Green Light Midwest July 2011 - December 2011
Superior Mechanical Systems, Inc. December 2010 - July 2011
Superior Mechanical Systems, Inc. April 2010 - July 2011
Superior Mechanical Systems, Inc. August 2008 - July 2011
The Beverly Country Club April 1999 - August 2008
Skills
Equity Research Analysis, Equity Research, Modern Portfolio Theory, Financial Analysis, Fixed Income Analysis, Analysis, Research, Quantitative Analysis, Microsoft Office, Stata, Analytical Abilities, Customer Relations, AutoCAD, Proposal Creation, Financial Modeling, Data Analysis, Valuation, Bloomberg, Equity Valuation, Financial Statement...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master's Degree, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis, Investment Management
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors, Engineering
Brother Rice HS 2000 — 2004
Ocean Tomo January 2015 - Present
Ocean Tomo April 2013 - December 2014
DePaul University Department of Finance August 2012 - June 2013
Barrington Research Associates, Inc. October 2012 - March 2013
UBS Wealth Management December 2011 - August 2012
Green Light Midwest July 2011 - December 2011
Superior Mechanical Systems, Inc. December 2010 - July 2011
Superior Mechanical Systems, Inc. April 2010 - July 2011
Superior Mechanical Systems, Inc. August 2008 - July 2011
The Beverly Country Club April 1999 - August 2008
Skills
Equity Research Analysis, Equity Research, Modern Portfolio Theory, Financial Analysis, Fixed Income Analysis, Analysis, Research, Quantitative Analysis, Microsoft Office, Stata, Analytical Abilities, Customer Relations, AutoCAD, Proposal Creation, Financial Modeling, Data Analysis, Valuation, Bloomberg, Equity Valuation, Financial Statement...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master's Degree, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis, Investment Management
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors, Engineering
Brother Rice HS 2000 — 2004
Michael DiCosola, CFP ® Michael DiCosola, CFP ®'s UBS Wealth Management Experience May 2008 - Present
Job Senior Vice President, UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2008 - Present
J.P. Morgan January 2001 - May 2008
Morgan Stanley June 1998 - June 1999
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
DePaul University 2002 — 2004
CFP, Certification in Financial Planning
Loyola University Chicago 1995 — 1999
BS, Finance
UBS Wealth Management May 2008 - Present
J.P. Morgan January 2001 - May 2008
Morgan Stanley June 1998 - June 1999
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
DePaul University 2002 — 2004
CFP, Certification in Financial Planning
Loyola University Chicago 1995 — 1999
BS, Finance
Marina Kawamura Marina Kawamura's UBS Wealth Management Experience March 2015 - Present
Job Financial Planning Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Volare Italian Ristorante September 2013 - June 2014
AKIRA Chicago April 2011 - June 2013
Skills
Customer Service, Retail, Microsoft Office, Sales, Merchandising, Microsoft Word, Time Management, Visual Merchandising, Inventory Management, Social Media
Education
DePaul University 2011 — 2015
Bachelor of Science (BS), Finance
Montini Catholic High School 2007 — 2011
High School
UBS Wealth Management March 2015 - Present
Volare Italian Ristorante September 2013 - June 2014
AKIRA Chicago April 2011 - June 2013
Skills
Customer Service, Retail, Microsoft Office, Sales, Merchandising, Microsoft Word, Time Management, Visual Merchandising, Inventory Management, Social Media
Education
DePaul University 2011 — 2015
Bachelor of Science (BS), Finance
Montini Catholic High School 2007 — 2011
High School
Jim Theologes's UBS Wealth Management Experience June 2010 - August 2010
Job Data Modeler at Precision Business Solutions
Industry Management Consulting
Experience
Precision Business Solutions, Inc. June 2014 - Present
Citi July 2013 - June 2014
Citi June 2011 - July 2013
UBS Wealth Management June 2010 - August 2010
UBS Wealth Management September 2009 - November 2009
Skills
Analysis, Financial Risk..., Finance, Portfolio Management, Data Mining, Forecasting, Strategy, Data Analysis, SAS programming, Modeling, Market Research, Management, Auditing, Credit, SAS, Risk Management, Cross-functional Team..., Unix, Analytics, Financial Risk, Leadership, Financial Analysis, Banking, Credit Risk, Economics, Credit Analysis, Financial Services, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Business Analysis, Access, Strategic Planning, Research, Marketing, Marketing Strategy, Valuation, Project Management, SQL, Microsoft SQL Server, Data Modeling, Decision Trees, CHAID, Business Strategy, Qualitative Research, Marketing Research, Market Analysis
Education
DePaul University 2007 — 2011
Bachelor's of Science, Finance and Economics
Precision Business Solutions, Inc. June 2014 - Present
Citi July 2013 - June 2014
Citi June 2011 - July 2013
UBS Wealth Management June 2010 - August 2010
UBS Wealth Management September 2009 - November 2009
Skills
Analysis, Financial Risk..., Finance, Portfolio Management, Data Mining, Forecasting, Strategy, Data Analysis, SAS programming, Modeling, Market Research, Management, Auditing, Credit, SAS, Risk Management, Cross-functional Team..., Unix, Analytics, Financial Risk, Leadership, Financial Analysis, Banking, Credit Risk, Economics, Credit Analysis, Financial Services, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Business Analysis, Access, Strategic Planning, Research, Marketing, Marketing Strategy, Valuation, Project Management, SQL, Microsoft SQL Server, Data Modeling, Decision Trees, CHAID, Business Strategy, Qualitative Research, Marketing Research, Market Analysis
Education
DePaul University 2007 — 2011
Bachelor's of Science, Finance and Economics
Douglas Wiggins Douglas Wiggins's UBS Wealth Management Experience June 2011 - August 2011
Job Senior Client Insights Analyst at comScore, Inc.
Industry Market Research
Experience
comScore, Inc. October 2013 - Present
UBS Wealth Management June 2011 - August 2011
Habitat for Humanity June 2010 - July 2010
Education
University of Virginia 2012 — 2013
Master of Science (MS), Commerce
Davidson College 2008 — 2012
Bachelor of Science (BS), Psychology
comScore, Inc. October 2013 - Present
UBS Wealth Management June 2011 - August 2011
Habitat for Humanity June 2010 - July 2010
Education
University of Virginia 2012 — 2013
Master of Science (MS), Commerce
Davidson College 2008 — 2012
Bachelor of Science (BS), Psychology
Gurleen Kapoor Gurleen Kapoor's UBS Wealth Management Experience June 2010 - August 2010
Job Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) January 2015 - Present
CBOE July 2012 - January 2015
CBOE December 2011 - June 2012
DePaul University March 2009 - December 2011
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Access, Research, Microsoft Word, Outlook, Social Media, Accounting, Analysis
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance Major; Accounting Minor
Financial Industry Regulatory Authority (FINRA) January 2015 - Present
CBOE July 2012 - January 2015
CBOE December 2011 - June 2012
DePaul University March 2009 - December 2011
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Access, Research, Microsoft Word, Outlook, Social Media, Accounting, Analysis
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance Major; Accounting Minor
Audrey McPartlin's UBS Wealth Management Experience July 2014 - Present
Job Intern at UBS Wealth Management
Industry Public Relations and Communications
Experience
UBS Wealth Management July 2014 - Present
Denison University September 2013 - Present
Estarise June 2014 - July 2014
Ditta Drago Sebastiano May 2013 - July 2013
Integrated Environmental, Inc. May 2012 - August 2012
Shenandoah Country Club May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Cpr Certified, Lifesaving, AED, Environmental Awareness, PowerPoint, Event Planning, Public Speaking, Research, Facebook, Nonprofits, Fundraising, SPSS
Education
Denison University 2011 — 2015
Economics/Pre-Business & Women's Studies, Junior
Berkley High School 2007 — 2011
UBS Wealth Management July 2014 - Present
Denison University September 2013 - Present
Estarise June 2014 - July 2014
Ditta Drago Sebastiano May 2013 - July 2013
Integrated Environmental, Inc. May 2012 - August 2012
Shenandoah Country Club May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Cpr Certified, Lifesaving, AED, Environmental Awareness, PowerPoint, Event Planning, Public Speaking, Research, Facebook, Nonprofits, Fundraising, SPSS
Education
Denison University 2011 — 2015
Economics/Pre-Business & Women's Studies, Junior
Berkley High School 2007 — 2011
Justin Adamcyk Justin Adamcyk's UBS Wealth Management Experience March 2008 - August 2009
Job Manager at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group December 2014 - Present
Huron Consulting Group December 2012 - Present
Huron Consulting Group May 2011 - December 2012
ILS Centum Academy November 2009 - December 2010
UBS Wealth Management March 2008 - August 2009
Ameriprise Financial September 2007 - May 2008
Skills
Data Analysis, Financial Analysis, Client Engagement, Vendor Relations, Contract Negotiations, Process Improvement, Contract Negotiation, Customer Engagement, Financial Modeling, Strategy, Business Process..., PowerPoint, Analytics, Microsoft Word, Competitive Analysis, SharePoint, Finance, Healthcare, Negotiation, MS Project, Management Consulting, Procurement, Business Analysis, Leadership, Management
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance Honors
Huron Consulting Group December 2014 - Present
Huron Consulting Group December 2012 - Present
Huron Consulting Group May 2011 - December 2012
ILS Centum Academy November 2009 - December 2010
UBS Wealth Management March 2008 - August 2009
Ameriprise Financial September 2007 - May 2008
Skills
Data Analysis, Financial Analysis, Client Engagement, Vendor Relations, Contract Negotiations, Process Improvement, Contract Negotiation, Customer Engagement, Financial Modeling, Strategy, Business Process..., PowerPoint, Analytics, Microsoft Word, Competitive Analysis, SharePoint, Finance, Healthcare, Negotiation, MS Project, Management Consulting, Procurement, Business Analysis, Leadership, Management
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance Honors
Nick Paterakos, CIMA® Nick Paterakos, CIMA®'s UBS Wealth Management Experience November 2000 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management November 2000 - Present
Mesirow Financial February 1982 - November 2000
Skills
Investments, Portfolio Management, Equities, Series 7, Asset Management, Mutual Funds, Wealth Management, Fixed Income, Finance, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
DePaul University 1977 — 1981
Bachelor's Degree, Accounting and Finance
Von Steuben High School 1973 — 1977
UBS Wealth Management November 2000 - Present
Mesirow Financial February 1982 - November 2000
Skills
Investments, Portfolio Management, Equities, Series 7, Asset Management, Mutual Funds, Wealth Management, Fixed Income, Finance, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
DePaul University 1977 — 1981
Bachelor's Degree, Accounting and Finance
Von Steuben High School 1973 — 1977
Ben Blaisdell's UBS Wealth Management Experience January 2011 - May 2011
Job Associate Accounting Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments February 2015 - Present
RBI Baseball Academy August 2005 - Present
ProMounds/On Deck Sports August 2011 - October 2014
UBS Wealth Management January 2011 - May 2011
Curry College September 2010 - May 2011
Education
Curry College 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Fidelity Investments February 2015 - Present
RBI Baseball Academy August 2005 - Present
ProMounds/On Deck Sports August 2011 - October 2014
UBS Wealth Management January 2011 - May 2011
Curry College September 2010 - May 2011
Education
Curry College 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Joseph Chouai Joseph Chouai's UBS Wealth Management Experience April 2013 - August 2013
Job Senior Associate Advisory
Industry Management Consulting
Experience
KPMG September 2013 - Present
UBS Wealth Management April 2013 - August 2013
FDM Group October 2010 - August 2013
UBS Investment Bank October 2010 - October 2012
FDM Group November 2009 - October 2010
FDM Group January 2009 - November 2009
Michael Page December 2007 - September 2008
American Express Bank July 2005 - August 2005
Skills
Project Delivery, Training Delivery, Sales Management, Business Analysis, IT Strategy, Change Management, Technology Integration, Project Planning, Process Development, New Business Development, Organizational Change, Organizational Analysis, Organizational..., Internal Communications, Communications Planning, Project Documentation, Training Documentation, Process Improvement, Change Communication, User Acceptance Testing, SharePoint, Project Management, Organizational..., IT Project & Program..., PMO Development, Management, Training, Recruiting, Information Technology, Data Analysis, PMO, Strategy, Management Consulting, Financial Services, Business Process...
Education
Denison University 2002 — 2006
BA, Economics, Communications, Organizational Studies
Saint James School 1999 — 2002
KPMG September 2013 - Present
UBS Wealth Management April 2013 - August 2013
FDM Group October 2010 - August 2013
UBS Investment Bank October 2010 - October 2012
FDM Group November 2009 - October 2010
FDM Group January 2009 - November 2009
Michael Page December 2007 - September 2008
American Express Bank July 2005 - August 2005
Skills
Project Delivery, Training Delivery, Sales Management, Business Analysis, IT Strategy, Change Management, Technology Integration, Project Planning, Process Development, New Business Development, Organizational Change, Organizational Analysis, Organizational..., Internal Communications, Communications Planning, Project Documentation, Training Documentation, Process Improvement, Change Communication, User Acceptance Testing, SharePoint, Project Management, Organizational..., IT Project & Program..., PMO Development, Management, Training, Recruiting, Information Technology, Data Analysis, PMO, Strategy, Management Consulting, Financial Services, Business Process...
Education
Denison University 2002 — 2006
BA, Economics, Communications, Organizational Studies
Saint James School 1999 — 2002
Laurin (Chip) McArthur Laurin (Chip) McArthur's UBS Wealth Management Experience May 2008 - July 2008
Job Associate, Intelligent Solutions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Argus Information and Advisory Services December 2012 - April 2015
Bureau of Economic Analysis May 2012 - August 2012
Hobcaw Cafe, LLC May 2009 - July 2012
Natural Chef, LLC May 2009 - February 2010
UBS Wealth Management May 2008 - July 2008
Summit Financial Resources 2006 - 2006
Skills
Financial Analysis, Financial Modeling, Programming, Analysis
Education
Rutgers Business School 2011 — 2012
Master, Quantitative Finance
Davidson College 2005 — 2009
Bachelors, Economics
J.P. Morgan April 2015 - Present
Argus Information and Advisory Services December 2012 - April 2015
Bureau of Economic Analysis May 2012 - August 2012
Hobcaw Cafe, LLC May 2009 - July 2012
Natural Chef, LLC May 2009 - February 2010
UBS Wealth Management May 2008 - July 2008
Summit Financial Resources 2006 - 2006
Skills
Financial Analysis, Financial Modeling, Programming, Analysis
Education
Rutgers Business School 2011 — 2012
Master, Quantitative Finance
Davidson College 2005 — 2009
Bachelors, Economics
David Burman David Burman's UBS Wealth Management Experience August 2007 - May 2009
Job CVP Storage Architecture & Engineering, NY Life
Industry Information Technology and Services
Experience
New York Life Insurance Company May 2011 - Present
Precise Software Solutions, Inc September 2009 - January 2011
UBS Wealth Management August 2007 - May 2009
UBS 2007 - May 2009
EMC June 2005 - July 2007
EMC June 2002 - June 2005
EMC 1996 - 2000
NCR June 1993 - December 1995
Amdahl 1986 - 1993
Skills
Storage, Virtualization, System Architecture, Business Development, UNIX System V, Disaster Recovery, High Availability, Storage Virtualization, Enterprise Storage, Cluster, Solution Selling, NAS, Deduplication, Replication Technologies, Business Continuity, SAN, Databases, Enterprise Software, Storage Area Networks, VMware, Replication, Pre-sales, Team Leadership, Unix, Storage Solutions, Cloud Computing, Data Center, Management, Strategy, Enterprise Architecture, EMC Storage, Infrastructure, Cross-functional Team..., Hardware, SaaS, Solaris, Business Alliances, Professional Services, Leadership, Product Management, IT Strategy, Vendor Management, Integration, Consulting, Information Technology, ITIL, Solution Architecture, NetApp
Education
DePaul University 1978 — 1980
Bachelor of Science (BS), Physics, Computer Science
Kendall College 1977 — 1979
AA, Liberal Arts
Lake Forest College 1975 — 1977
Liberal Arts
Highland Park High School, Beth El 1971 — 1975
New York Life Insurance Company May 2011 - Present
Precise Software Solutions, Inc September 2009 - January 2011
UBS Wealth Management August 2007 - May 2009
UBS 2007 - May 2009
EMC June 2005 - July 2007
EMC June 2002 - June 2005
EMC 1996 - 2000
NCR June 1993 - December 1995
Amdahl 1986 - 1993
Skills
Storage, Virtualization, System Architecture, Business Development, UNIX System V, Disaster Recovery, High Availability, Storage Virtualization, Enterprise Storage, Cluster, Solution Selling, NAS, Deduplication, Replication Technologies, Business Continuity, SAN, Databases, Enterprise Software, Storage Area Networks, VMware, Replication, Pre-sales, Team Leadership, Unix, Storage Solutions, Cloud Computing, Data Center, Management, Strategy, Enterprise Architecture, EMC Storage, Infrastructure, Cross-functional Team..., Hardware, SaaS, Solaris, Business Alliances, Professional Services, Leadership, Product Management, IT Strategy, Vendor Management, Integration, Consulting, Information Technology, ITIL, Solution Architecture, NetApp
Education
DePaul University 1978 — 1980
Bachelor of Science (BS), Physics, Computer Science
Kendall College 1977 — 1979
AA, Liberal Arts
Lake Forest College 1975 — 1977
Liberal Arts
Highland Park High School, Beth El 1971 — 1975
Walter Kennedy's UBS Wealth Management Experience 1971 - 2004
Job New job
Industry Financial Services
Experience
Taylor, Steele & Associates March 2011 - Present
Darvas Investment Management LLC April 2010 - October 2011
PaineWebber 1971 - 2004
UBS Wealth Management 1971 - 2004
Skills
Investments, Investment Advisory, Portfolio Management, Private Equity, Risk Management, Asset Managment, Due Diligence, Asset Management, Wealth Management, Strategic Planning, Alternative Investments, Management, Mutual Funds, New Business Development, Mergers & Acquisitions, Start-ups, Executive Management, Finance, Financial Services, Management Consulting, Leadership
Education
Davidson College 1961 — 1965
BA, Business Administration & Finance
Taylor, Steele & Associates March 2011 - Present
Darvas Investment Management LLC April 2010 - October 2011
PaineWebber 1971 - 2004
UBS Wealth Management 1971 - 2004
Skills
Investments, Investment Advisory, Portfolio Management, Private Equity, Risk Management, Asset Managment, Due Diligence, Asset Management, Wealth Management, Strategic Planning, Alternative Investments, Management, Mutual Funds, New Business Development, Mergers & Acquisitions, Start-ups, Executive Management, Finance, Financial Services, Management Consulting, Leadership
Education
Davidson College 1961 — 1965
BA, Business Administration & Finance
Matt Montgomery, CFA Matt Montgomery, CFA's UBS Wealth Management Experience October 2005 - April 2008
Job Portfolio Manager
Industry Investment Management
Experience
FCI Advisors April 2008 - Present
UBS Wealth Management October 2005 - April 2008
Legg Mason September 2004 - September 2005
Skills
Investment Management, Value Driven Equity..., Maintaining Strong..., Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Country Clubs, Equities, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Strategic Financial..., Strategy, Wealth Management
Education
Denison University 2000 — 2004
Bachelors, Economics
FCI Advisors April 2008 - Present
UBS Wealth Management October 2005 - April 2008
Legg Mason September 2004 - September 2005
Skills
Investment Management, Value Driven Equity..., Maintaining Strong..., Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Country Clubs, Equities, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Strategic Financial..., Strategy, Wealth Management
Education
Denison University 2000 — 2004
Bachelors, Economics
Matt Saeta's UBS Wealth Management Experience June 2014 - July 2014
Job Student at Davidson College
Industry Higher Education
Experience
California Collegiate Summer League June 2014 - August 2014
UBS Wealth Management June 2014 - July 2014
California Collegiate Summer League June 2013 - August 2013
Idealab June 2013 - June 2013
Hawaii Collegiate Baseball League June 2012 - July 2012
Education
Davidson College 2011 — 2015
Bachelor of Arts, Economics
Davidson College 2011 — 2015
Bachelor of Arts (B.A.), Economics
California Collegiate Summer League June 2014 - August 2014
UBS Wealth Management June 2014 - July 2014
California Collegiate Summer League June 2013 - August 2013
Idealab June 2013 - June 2013
Hawaii Collegiate Baseball League June 2012 - July 2012
Education
Davidson College 2011 — 2015
Bachelor of Arts, Economics
Davidson College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Nicole M. Brase, MBA's UBS Wealth Management Experience January 2010 - August 2011
Job
Industry Human Resources
Experience
Burke & Herbert Bank December 2014 - May 2015
The Trust Company of Virginia August 2013 - April 2014
Wells Fargo October 2012 - August 2013
Choate, Hall & Stewart August 2011 - May 2012
UBS Wealth Management January 2010 - August 2011
Wachovia February 2008 - January 2010
Skills
MS Office Suite, SEI, Northstar, JOSHUA, Sungard, Addvantage, Mainframe, Clientcom, iManage, Internet Explorer, Netscape, Firefox, Windows, Trust Services, Cannon Trust School, Microsoft Office, ACCAA Certified, Wealth Management..., Securities, High Net Worth..., Mutual Funds, Estate Planning, Series 7, Customer Service, Training, Banking, Human Resources, Wealth Management, Recruiting, Financial Services, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2015
MBA
University of Phoenix 2006 — 2007
Bachelors
Burke & Herbert Bank December 2014 - May 2015
The Trust Company of Virginia August 2013 - April 2014
Wells Fargo October 2012 - August 2013
Choate, Hall & Stewart August 2011 - May 2012
UBS Wealth Management January 2010 - August 2011
Wachovia February 2008 - January 2010
Skills
MS Office Suite, SEI, Northstar, JOSHUA, Sungard, Addvantage, Mainframe, Clientcom, iManage, Internet Explorer, Netscape, Firefox, Windows, Trust Services, Cannon Trust School, Microsoft Office, ACCAA Certified, Wealth Management..., Securities, High Net Worth..., Mutual Funds, Estate Planning, Series 7, Customer Service, Training, Banking, Human Resources, Wealth Management, Recruiting, Financial Services, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2015
MBA
University of Phoenix 2006 — 2007
Bachelors
Will Robbins Will Robbins's UBS Wealth Management Experience June 2013 - August 2013
Job Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Goldman Sachs June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Education
Hamilton College 2011 — 2015
Physics
Deerfield Academy 2007 — 2011
Morgan Stanley June 2015 - Present
Goldman Sachs June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Education
Hamilton College 2011 — 2015
Physics
Deerfield Academy 2007 — 2011
Dakota Diaz Dakota Diaz's UBS Wealth Management Experience September 2011 - September 2012
Job Investment Analyst
Industry Financial Services
Experience
Glenwick Capital August 2015 - Present
J.P. Morgan December 2013 - July 2015
Grad Flowers, LLC May 2009 - December 2013
Manor Resources March 2013 - July 2013
UBS Wealth Management September 2011 - September 2012
Service First Processing June 2011 - June 2011
America Reads October 2008 - March 2009
F.A.R.E. Travel (Virtual Enterprise International) (High School Independant Program) August 2007 - June 2008
Skills
Financial Analysis, Market Research, Microsoft Excel, Marketing, Bloomberg Terminal, Wealth Management, PowerPoint, Asset Allocation, Forecasting, Microsoft Office, Microsoft Word, Data Analysis, Outlook, Investments, Customer Service, Equities
Education
DePaul University 2008 — 2013
Bachelor of Science (BSc), Business/Commerce Economics, Driehaus School of Business
Palm Springs High School 2004 — 2008
High School Diploma, Political Economy
Glenwick Capital August 2015 - Present
J.P. Morgan December 2013 - July 2015
Grad Flowers, LLC May 2009 - December 2013
Manor Resources March 2013 - July 2013
UBS Wealth Management September 2011 - September 2012
Service First Processing June 2011 - June 2011
America Reads October 2008 - March 2009
F.A.R.E. Travel (Virtual Enterprise International) (High School Independant Program) August 2007 - June 2008
Skills
Financial Analysis, Market Research, Microsoft Excel, Marketing, Bloomberg Terminal, Wealth Management, PowerPoint, Asset Allocation, Forecasting, Microsoft Office, Microsoft Word, Data Analysis, Outlook, Investments, Customer Service, Equities
Education
DePaul University 2008 — 2013
Bachelor of Science (BSc), Business/Commerce Economics, Driehaus School of Business
Palm Springs High School 2004 — 2008
High School Diploma, Political Economy
Adam Stewart's UBS Wealth Management Experience January 2015 - Present
Job The Elliott Group a UBS Wealth Management Team
Industry Financial Services
Experience
UBS Wealth Management January 2015 - Present
Denison University September 2012 - January 2015
Denison University November 2008 - September 2012
The Wellington School July 2004 - October 2007
Skills
Philanthropy, Strategic Planning, Coaching, Public Speaking, Higher Education, Team Building, Program Development, Non-profit Leadership, Collaborative Problem...
Education
Denison University 1999 — 2003
B.A., Political Science
Wellington School 1988 — 1999
UBS Wealth Management January 2015 - Present
Denison University September 2012 - January 2015
Denison University November 2008 - September 2012
The Wellington School July 2004 - October 2007
Skills
Philanthropy, Strategic Planning, Coaching, Public Speaking, Higher Education, Team Building, Program Development, Non-profit Leadership, Collaborative Problem...
Education
Denison University 1999 — 2003
B.A., Political Science
Wellington School 1988 — 1999
Haley Grant's UBS Wealth Management Experience March 2014 - August 2014
Job Intern at UBS Wealth Management; Student at Richard Stockton College
Industry Financial Services
Experience
UBS Wealth Management March 2014 - August 2014
Walt Disney World August 2013 - January 2014
Dr. Derek Widmayer, DMD January 2009 - August 2013
American Cancer Society January 2005 - May 2010
Signature Closings May 2008 - August 2009
Skills
Event Management, Customer Service, Volunteering, Volunteer Management, Fundraising, Community Outreach, Nonprofits, Event Planning, Facebook, Healthcare
Education
Stockton University 2014 — 2016
Bachelor’s Degree, Finance and Financial Management Services
County College of Morris 2012 — 2014
Associate of Science (A.S.), Business Administration and Management, General, 3.8 GPA
Academy of Saint Elizabeth - College Prep 2007 — 2011
UBS Wealth Management March 2014 - August 2014
Walt Disney World August 2013 - January 2014
Dr. Derek Widmayer, DMD January 2009 - August 2013
American Cancer Society January 2005 - May 2010
Signature Closings May 2008 - August 2009
Skills
Event Management, Customer Service, Volunteering, Volunteer Management, Fundraising, Community Outreach, Nonprofits, Event Planning, Facebook, Healthcare
Education
Stockton University 2014 — 2016
Bachelor’s Degree, Finance and Financial Management Services
County College of Morris 2012 — 2014
Associate of Science (A.S.), Business Administration and Management, General, 3.8 GPA
Academy of Saint Elizabeth - College Prep 2007 — 2011
Nikhil Papa's UBS Wealth Management Experience January 2011 - April 2011
Job Credit Analyst at Citi
Industry Banking
Experience
Citi June 2013 - Present
Spencer Stuart September 2010 - June 2013
KPMG January 2012 - April 2012
UBS Wealth Management January 2011 - April 2011
Skills
Microsoft Office, Analytical Abilities, Public Speaking, Financial Reporting, Tax, Funding, Securities, Quickbooks, QuickBooks, Analysis, Analytical Skills, Auditing, Leadership, Management, Customer Service, Business, Olympic Lifting, Potatoes, Paint, Microsoft Word, Finance
Education
DePaul University 2009 — 2013
Bachelor of Science, 2013; Finance & Accountancy
Citi June 2013 - Present
Spencer Stuart September 2010 - June 2013
KPMG January 2012 - April 2012
UBS Wealth Management January 2011 - April 2011
Skills
Microsoft Office, Analytical Abilities, Public Speaking, Financial Reporting, Tax, Funding, Securities, Quickbooks, QuickBooks, Analysis, Analytical Skills, Auditing, Leadership, Management, Customer Service, Business, Olympic Lifting, Potatoes, Paint, Microsoft Word, Finance
Education
DePaul University 2009 — 2013
Bachelor of Science, 2013; Finance & Accountancy
Grace Y. Lin's UBS Wealth Management Experience July 2008 - January 2015
Job Lead Transition Specialist at FA Integrations
Industry Financial Services
Experience
UBS Wealth Management July 2008 - January 2015
CRSP Center for Research in Security Prices- University of Chicago, Booth School of Business May 2006 - January 2007
Art Institute of Chicago - Museum September 2004 - April 2006
Heisler Gordon & Associates October 2003 - May 2004
Education
DePaul University 1999 — 2003
B.A.
UBS Wealth Management July 2008 - January 2015
CRSP Center for Research in Security Prices- University of Chicago, Booth School of Business May 2006 - January 2007
Art Institute of Chicago - Museum September 2004 - April 2006
Heisler Gordon & Associates October 2003 - May 2004
Education
DePaul University 1999 — 2003
B.A.
Rudy Sequeira's UBS Wealth Management Experience October 2006 - October 2007
Job Wealth Management Advisor at Bank Of America
Industry Financial Services
Experience
Bank Of America September 2008 - Present
Merrill Lynch October 2007 - Present
UBS Wealth Management October 2006 - October 2007
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1992
MBA, Finance/Entrepreneurship
Bank Of America September 2008 - Present
Merrill Lynch October 2007 - Present
UBS Wealth Management October 2006 - October 2007
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1992
MBA, Finance/Entrepreneurship
Raoul Kamath, CRPS®'s UBS Wealth Management Experience March 2012 - August 2013
Job Senior Vice President at MullinTBG
Industry Financial Services
Experience
MullinTBG, A Prudential Financial company August 2013 - Present
UBS Wealth Management March 2012 - August 2013
UBS Wealth Management November 2005 - March 2012
Upshot (fka Publishing Dynamics Inc) July 2003 - November 2005
UBS Wealth Management May 2002 - July 2003
Skills
Non-Qualified Deferred..., Executive Pay, Executive Compensation, Deferred Compensation, Equity Compensation, Employee Benefits, Retirement, 401k, Insurance, New Business Development, Business Relationship..., Management, Product Management, Sales, Asset Allocation, Equities, Mutual Funds, Retirement Planning, Series 7, Series 63, Series 66, Uniform Combined State..., Software Development, RDBMS, SQL, ASP, Visual Basic, HTML, Dreamweaver, Microsoft Office
Education
Denison University 1998 — 2002
BSc
Cathedral & John Connon School 1986 — 1998
MullinTBG, A Prudential Financial company August 2013 - Present
UBS Wealth Management March 2012 - August 2013
UBS Wealth Management November 2005 - March 2012
Upshot (fka Publishing Dynamics Inc) July 2003 - November 2005
UBS Wealth Management May 2002 - July 2003
Skills
Non-Qualified Deferred..., Executive Pay, Executive Compensation, Deferred Compensation, Equity Compensation, Employee Benefits, Retirement, 401k, Insurance, New Business Development, Business Relationship..., Management, Product Management, Sales, Asset Allocation, Equities, Mutual Funds, Retirement Planning, Series 7, Series 63, Series 66, Uniform Combined State..., Software Development, RDBMS, SQL, ASP, Visual Basic, HTML, Dreamweaver, Microsoft Office
Education
Denison University 1998 — 2002
BSc
Cathedral & John Connon School 1986 — 1998
Jonathan Traub's UBS Wealth Management Experience 2012 - Present
Job Vice President Investments / Corporate Stock Benefit Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2012 - Present
UBS Wealth Management April 2009 - 2012
Smith Barney November 2004 - April 2009
Skills
Due Diligence, Asset Allocation, Forecasting, Loans, Mutual Funds, Relationship Management, Competitive Analysis, Analytics, Insurance, Alternative Investments, Equities, Consulting, Product Management, Executive Management, Securities, Investment Advisory, Contract Negotiation, Start-ups, Budgets, Mergers & Acquisitions
Education
Denison University 1994 — 1997
Bachelor of Arts (BA), Economics
UBS Wealth Management 2012 - Present
UBS Wealth Management April 2009 - 2012
Smith Barney November 2004 - April 2009
Skills
Due Diligence, Asset Allocation, Forecasting, Loans, Mutual Funds, Relationship Management, Competitive Analysis, Analytics, Insurance, Alternative Investments, Equities, Consulting, Product Management, Executive Management, Securities, Investment Advisory, Contract Negotiation, Start-ups, Budgets, Mergers & Acquisitions
Education
Denison University 1994 — 1997
Bachelor of Arts (BA), Economics
Matt Garrigan's UBS Wealth Management Experience October 2007 - September 2009
Job Financial Advisor at Baird
Industry Investment Management
Experience
Robert W. Baird & Co. August 2011 - Present
Osborne Investments, LLC October 2009 - August 2011
UBS Wealth Management October 2007 - September 2009
Chicago Board of Trade (CBOT) January 1997 - October 2007
Skills
Investment Management, Investments, Wealth Management, Finance, Wealth, Asset Management, Portfolio Management
Education
Denison University 1993 — 1996
Bachelor of Arts, Economics and English, Magna Cum Laude
New Trier 1989 — 1992
Robert W. Baird & Co. August 2011 - Present
Osborne Investments, LLC October 2009 - August 2011
UBS Wealth Management October 2007 - September 2009
Chicago Board of Trade (CBOT) January 1997 - October 2007
Skills
Investment Management, Investments, Wealth Management, Finance, Wealth, Asset Management, Portfolio Management
Education
Denison University 1993 — 1996
Bachelor of Arts, Economics and English, Magna Cum Laude
New Trier 1989 — 1992
Brendan Reidy's UBS Wealth Management Experience February 2012 - May 2015
Job Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
Claudia D. Glynn's UBS Wealth Management Experience April 2007 - November 2009
Job Director, Business Development Group at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
UBS November 2009 - December 2013
UBS Wealth Management April 2007 - November 2009
Skills
Wealth Management, Mutual Funds, Securities, Investments, Series 7, Equities, Portfolio Management, Banking, Fixed Income, Retirement Planning, Asset Management, Financial Services, Microsoft Excel, Outlook, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Risk Management, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
Masters of Business
Manhattanville College
Bachelor of Arts (B.A.)
UBS December 2013 - Present
UBS November 2009 - December 2013
UBS Wealth Management April 2007 - November 2009
Skills
Wealth Management, Mutual Funds, Securities, Investments, Series 7, Equities, Portfolio Management, Banking, Fixed Income, Retirement Planning, Asset Management, Financial Services, Microsoft Excel, Outlook, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Risk Management, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
Masters of Business
Manhattanville College
Bachelor of Arts (B.A.)
Manas Chanda's UBS Wealth Management Experience October 2006 - June 2010
Job AVP at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital June 2010 - Present
UBS Wealth Management October 2006 - June 2010
Education
New Jersey Institute of Technology 2004 — 2006
MS, Computer Science
Delhi University
Barclays Capital June 2010 - Present
UBS Wealth Management October 2006 - June 2010
Education
New Jersey Institute of Technology 2004 — 2006
MS, Computer Science
Delhi University
Othon Gomez's UBS Wealth Management Experience January 2009 - June 2012
Job Project Manager
Industry Construction
Experience
L & M Welding Corporation, Inc. June 2010 - Present
UBS Wealth Management January 2009 - June 2012
Sarfatty Associates, Ltd. January 2007 - April 2009
Northwestern University Athletic Club September 2004 - December 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Outlook, Financial Analysis, Microsoft Word, QuickBooks, Customer Service, Market Research, Spanish, Data Analysis, Risk Management
Education
DePaul University 2006 — 2008
BSC, Finance, Real Estate, Sales Leadership
L & M Welding Corporation, Inc. June 2010 - Present
UBS Wealth Management January 2009 - June 2012
Sarfatty Associates, Ltd. January 2007 - April 2009
Northwestern University Athletic Club September 2004 - December 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Outlook, Financial Analysis, Microsoft Word, QuickBooks, Customer Service, Market Research, Spanish, Data Analysis, Risk Management
Education
DePaul University 2006 — 2008
BSC, Finance, Real Estate, Sales Leadership
Harsh Sahay's UBS Wealth Management Experience July 2009 - June 2010
Job Operations Analyst at The World Bank (The Middle East & North Africa Region)
Industry Financial Services
Experience
The World Bank (Middle East & North Africa Region) November 2014 - Present
The World Bank (East Asia & Pacific Region) August 2012 - November 2014
The World Bank (Latin America & Caribbean Region) July 2010 - August 2012
UBS Wealth Management July 2009 - June 2010
WellCare January 2006 - May 2008
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Word, Bloomberg, Bloomberg Terminal, Valuation, Corporate Finance, Access, SAS, Portfolio Management, Data Analysis, Economics, Research, Investments, Policy
Education
The George Washington University - School of Business 2008 — 2010
Master's degree, Finance, General
Purdue University 2002 — 2005
Bachelor's degree, Electrical and Electronics Engineering
Delhi Public School - R. K. Puram 1997 — 2001
The World Bank (Middle East & North Africa Region) November 2014 - Present
The World Bank (East Asia & Pacific Region) August 2012 - November 2014
The World Bank (Latin America & Caribbean Region) July 2010 - August 2012
UBS Wealth Management July 2009 - June 2010
WellCare January 2006 - May 2008
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Word, Bloomberg, Bloomberg Terminal, Valuation, Corporate Finance, Access, SAS, Portfolio Management, Data Analysis, Economics, Research, Investments, Policy
Education
The George Washington University - School of Business 2008 — 2010
Master's degree, Finance, General
Purdue University 2002 — 2005
Bachelor's degree, Electrical and Electronics Engineering
Delhi Public School - R. K. Puram 1997 — 2001
Thomas F Lorentzen's UBS Wealth Management Experience September 1997 - January 2015
Job Systems Analyst / Software Engineer
Industry Information Technology and Services
Experience
UBS Wealth Management September 1997 - January 2015
Skills
Systems Analysis, IT Management, SDLC, Requirements Analysis, Business Analysis, COBOL, JCL, CICS, SQL, Risk Management, DB2, Integration, Data Modeling, Software Development, Java, Websphere, PHP, CSS, Visio, WebSphere MQ, Requirements Gathering, JavaScript, Microsoft Office, RAD, Software Project..., JSP, Management, Project Management, HTML, Portfolio Management
Education
Chubb Institute
Certificate in Computer Programming - With Honors
DeVry University
Studies toward Bachelor of Science in Technical Management
Hunter College
Studies toward Bachelor of Science in Mathematics
UBS Wealth Management September 1997 - January 2015
Skills
Systems Analysis, IT Management, SDLC, Requirements Analysis, Business Analysis, COBOL, JCL, CICS, SQL, Risk Management, DB2, Integration, Data Modeling, Software Development, Java, Websphere, PHP, CSS, Visio, WebSphere MQ, Requirements Gathering, JavaScript, Microsoft Office, RAD, Software Project..., JSP, Management, Project Management, HTML, Portfolio Management
Education
Chubb Institute
Certificate in Computer Programming - With Honors
DeVry University
Studies toward Bachelor of Science in Technical Management
Hunter College
Studies toward Bachelor of Science in Mathematics
Milos Pusara's UBS Wealth Management Experience May 2007 - October 2007
Job International Equities Market Maker/Trader Overnight Local Market Trader
Industry Capital Markets
Experience
Susquehanna International Group, LLP (SIG) July 2010 - Present
The Peninsula Chicago January 2006 - June 2010
UBS Wealth Management May 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Electronic Trading, Best Execution, Market Making, International Equity..., International Equity..., Equities, Bloomberg, Trading, Derivatives, Risk Management, Forecasting, Series 7, Equity Trading, Microsoft Excel, Capital Markets, Investments, Economics, Securities, Financial Markets, Valuation, Finance, Trading Strategies, Trading Systems, Investment Strategies, Financial Services
Education
DePaul University 2004 — 2009
Bachelors Degree, Economics
DePaul University 2004 — 2009
Bachelors Degree, Marketing (Sales)
Susquehanna International Group, LLP (SIG) July 2010 - Present
The Peninsula Chicago January 2006 - June 2010
UBS Wealth Management May 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Electronic Trading, Best Execution, Market Making, International Equity..., International Equity..., Equities, Bloomberg, Trading, Derivatives, Risk Management, Forecasting, Series 7, Equity Trading, Microsoft Excel, Capital Markets, Investments, Economics, Securities, Financial Markets, Valuation, Finance, Trading Strategies, Trading Systems, Investment Strategies, Financial Services
Education
DePaul University 2004 — 2009
Bachelors Degree, Economics
DePaul University 2004 — 2009
Bachelors Degree, Marketing (Sales)
Prescott Romeyn's UBS Wealth Management Experience October 2006 - Present
Job Private Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2006 - Present
Kohlberg & Company January 2000 - December 2005
AEA Investors Inc. January 1990 - December 1999
Skills
Private Equity, Investments, Venture Capital, Equities, Asset Management
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Business
Dartmouth College 1981 — 1985
BA, Economics
Deerfield Academy 1978 — 1981
UBS Wealth Management October 2006 - Present
Kohlberg & Company January 2000 - December 2005
AEA Investors Inc. January 1990 - December 1999
Skills
Private Equity, Investments, Venture Capital, Equities, Asset Management
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Business
Dartmouth College 1981 — 1985
BA, Economics
Deerfield Academy 1978 — 1981
Alison Cioffi-Brown's UBS Wealth Management Experience August 1990 - August 2009
Job Experienced Financial Executive
Industry Financial Services
Experience
Edward Jones March 2011 - Present
UBS Wealth Management August 1990 - August 2009
UBS 1990 - 2009
Education
DePaul University
Edward Jones March 2011 - Present
UBS Wealth Management August 1990 - August 2009
UBS 1990 - 2009
Education
DePaul University
DeAnna Basler's UBS Wealth Management Experience 2001 - 2005
Job Owner/Principle Cardinal Capital Associates
Industry Financial Services
Experience
Cardinal Capital Associates May 2007 - Present
Schwab Advisor Services May 2011 - October 2012
UMB Bank August 2005 - March 2007
UMB Bank August 2005 - March 2007
UBS Wealth Management 2001 - 2005
American Century Investments March 1997 - December 2001
Skills
Series 7, 63, 65 ,24,..., Financial Services, Investments, Wealth Management, Mutual Funds, Asset Management, Management, Leadership, Series 7, Project Management, Planning Budgeting &...
Education
DeVry University 2015 — 2019
Finance
DeVry University 2015 — 2018
Business Managemetnt, 'Business Intelegence and
Cardinal Capital Associates May 2007 - Present
Schwab Advisor Services May 2011 - October 2012
UMB Bank August 2005 - March 2007
UMB Bank August 2005 - March 2007
UBS Wealth Management 2001 - 2005
American Century Investments March 1997 - December 2001
Skills
Series 7, 63, 65 ,24,..., Financial Services, Investments, Wealth Management, Mutual Funds, Asset Management, Management, Leadership, Series 7, Project Management, Planning Budgeting &...
Education
DeVry University 2015 — 2019
Finance
DeVry University 2015 — 2018
Business Managemetnt, 'Business Intelegence and
Adam Ruedig's UBS Wealth Management Experience May 2009 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management May 2009 - Present
Other June 2007 - May 2009
Education
Yale University 1998 — 2001
M.Arch1, Architecture
Dartmouth College 1993 — 1997
BA, Physics
UBS Wealth Management May 2009 - Present
Other June 2007 - May 2009
Education
Yale University 1998 — 2001
M.Arch1, Architecture
Dartmouth College 1993 — 1997
BA, Physics
Sue Emanuel's UBS Wealth Management Experience
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management
Skills
Wealth Management, Strategy, Financial Services, Series 7, Series 63, Series 24, Business Strategy, Strategic Planning
Education
Dartmouth College 1983 — 1987
Bachelor of Arts (B.A.), Engineering
UBS Wealth Management
Skills
Wealth Management, Strategy, Financial Services, Series 7, Series 63, Series 24, Business Strategy, Strategic Planning
Education
Dartmouth College 1983 — 1987
Bachelor of Arts (B.A.), Engineering
Gregg Cummings's UBS Wealth Management Experience June 1987 - January 2009
Job Managing Partner TRG Direct, TRG Freight and Logistics
Industry International Trade and Development
Experience
TRG Freight and Logistics January 2012 - Present
TRG Direct June 2008 - Present
UBS Wealth Management June 1987 - January 2009
Skills
Logistics, Export, Import, Freight, Ocean, Supply Chain, Customs Regulations, International Trade, Truckload, International Logistics, New Business Development, Sales, Trade Compliance, Transportation, Shipping
Education
Denison University 1979 — 1983
Bachelor of Arts, C
TRG Freight and Logistics January 2012 - Present
TRG Direct June 2008 - Present
UBS Wealth Management June 1987 - January 2009
Skills
Logistics, Export, Import, Freight, Ocean, Supply Chain, Customs Regulations, International Trade, Truckload, International Logistics, New Business Development, Sales, Trade Compliance, Transportation, Shipping
Education
Denison University 1979 — 1983
Bachelor of Arts, C
Brooke Galloway's UBS Wealth Management Experience June 2011 - December 2011
Job Senior Financial Analyst at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services eBusiness December 2014 - Present
Freudenberg-NOK Sealing Technologies June 2014 - December 2014
Sears Holdings Corporation Online Business Unit April 2012 - June 2014
UBS Wealth Management June 2011 - December 2011
Prudential Financial June 2010 - October 2010
Skills
Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Analytics, Data Analysis, Financial Reporting, Analysis, Budgets, Strategic Financial..., Portfolio Management, Financial Planning, Pricing, Microsoft Excel, Strategy, Investments
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance, Magna Cum Laude
Discover Financial Services eBusiness December 2014 - Present
Freudenberg-NOK Sealing Technologies June 2014 - December 2014
Sears Holdings Corporation Online Business Unit April 2012 - June 2014
UBS Wealth Management June 2011 - December 2011
Prudential Financial June 2010 - October 2010
Skills
Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Analytics, Data Analysis, Financial Reporting, Analysis, Budgets, Strategic Financial..., Portfolio Management, Financial Planning, Pricing, Microsoft Excel, Strategy, Investments
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance, Magna Cum Laude
LENAÉ A. HARRIS's UBS Wealth Management Experience September 2010 - April 2011
Job Analyst
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
Kota Global Securities May 2011 - March 2014
UBS Wealth Management September 2010 - April 2011
Utendahl Capital Partners, LP May 2007 - December 2009
Brooklyn-Queens Conservatory of Music August 2003 - May 2007
Skills
Middle Office, Back Office, Trade Support, Equities, Fixed Income, Capital Markets, Securities, Order Taking and Booking, Trading, P&L, Trade, and Sales..., Sales, Equity Research, Bloomberg, PowerPoint, TRACE, OATS, ACT, Microsoft Excel, Omgeo Oasys, Marketing, Event Management, Risk Management, Recording, FactSet, Settlement, Derivatives
Education
New York University 2000 — 2002
M.A.
DePaul University 1994 — 1999
B.M.
Whitney Young High School 1990 — 1994
J.P. Morgan Asset Management January 2015 - Present
Kota Global Securities May 2011 - March 2014
UBS Wealth Management September 2010 - April 2011
Utendahl Capital Partners, LP May 2007 - December 2009
Brooklyn-Queens Conservatory of Music August 2003 - May 2007
Skills
Middle Office, Back Office, Trade Support, Equities, Fixed Income, Capital Markets, Securities, Order Taking and Booking, Trading, P&L, Trade, and Sales..., Sales, Equity Research, Bloomberg, PowerPoint, TRACE, OATS, ACT, Microsoft Excel, Omgeo Oasys, Marketing, Event Management, Risk Management, Recording, FactSet, Settlement, Derivatives
Education
New York University 2000 — 2002
M.A.
DePaul University 1994 — 1999
B.M.
Whitney Young High School 1990 — 1994
Felix Lomahan, MBA, MSISM's UBS Wealth Management Experience October 2013 - April 2014
Job Regulatory Compliance Risk Consultant at Crowe Horwath || AntiMoney Laundering || AntiCorruption || AntiBribery
Industry Financial Services
Experience
Crowe Horwath LLP April 2014 - Present
UBS Wealth Management October 2013 - April 2014
Crowe Horwath LLP August 2013 - October 2013
UBS June 2013 - August 2013
Crowe Horwath LLP May 2013 - June 2013
Bank Hapoalim New York October 2012 - January 2013
MJ Boyd Consulting October 2012 - January 2013
Metropolitan Bank and Trust Company, New York City July 2011 - June 2012
Metropolitan Bank and Trust Company, New York City October 2010 - June 2011
Metropolitan Bank and Trust Company, New York City February 2008 - September 2010
Skills
AML, BSA, EDD, KYC, CTR, Banking, Compliance, OFAC, Bank Secrecy Act, Foreign Corrupt..., FCPA, Foreign Account Tax..., ACH, SWIFT payments, Transaction Processing, Risk-based Profile, Due Diligence, Risk Management, FATCA, CIP, SAR, Transaction Monitoring, Risk Assessment, FINCEN, Lookback Review, FinCEN Section 311, FinCEN Section 314, FIS eGifts, SWIFT, FedLine Advantage, Sparak Systems, Wire Transfer, FIS EDD, Patriot Officer, Fiserv Signature, Wealth Management, FinCEN, Anti Money Laundering, Financial Risk, Wire Transfers, Financial Transactions
Education
Keller Graduate School of Management, New York 2012 — 2013
Master of Science in Information Systems Management, Information Systems, 3.61/4.0
Keller Graduate School of Management, New York 2008 — 2011
Master of Business Administration, Management, GPA 3.51/4.0
DeVry College of New York 2006 — 2008
Associate of Science, Network Systems Administration, GPA 3.64/4.0
Saint Louis University (PH) 2001 — 2006
Bachelor of Science, Information Technology
Crowe Horwath LLP April 2014 - Present
UBS Wealth Management October 2013 - April 2014
Crowe Horwath LLP August 2013 - October 2013
UBS June 2013 - August 2013
Crowe Horwath LLP May 2013 - June 2013
Bank Hapoalim New York October 2012 - January 2013
MJ Boyd Consulting October 2012 - January 2013
Metropolitan Bank and Trust Company, New York City July 2011 - June 2012
Metropolitan Bank and Trust Company, New York City October 2010 - June 2011
Metropolitan Bank and Trust Company, New York City February 2008 - September 2010
Skills
AML, BSA, EDD, KYC, CTR, Banking, Compliance, OFAC, Bank Secrecy Act, Foreign Corrupt..., FCPA, Foreign Account Tax..., ACH, SWIFT payments, Transaction Processing, Risk-based Profile, Due Diligence, Risk Management, FATCA, CIP, SAR, Transaction Monitoring, Risk Assessment, FINCEN, Lookback Review, FinCEN Section 311, FinCEN Section 314, FIS eGifts, SWIFT, FedLine Advantage, Sparak Systems, Wire Transfer, FIS EDD, Patriot Officer, Fiserv Signature, Wealth Management, FinCEN, Anti Money Laundering, Financial Risk, Wire Transfers, Financial Transactions
Education
Keller Graduate School of Management, New York 2012 — 2013
Master of Science in Information Systems Management, Information Systems, 3.61/4.0
Keller Graduate School of Management, New York 2008 — 2011
Master of Business Administration, Management, GPA 3.51/4.0
DeVry College of New York 2006 — 2008
Associate of Science, Network Systems Administration, GPA 3.64/4.0
Saint Louis University (PH) 2001 — 2006
Bachelor of Science, Information Technology
Kathleen Knox's UBS Wealth Management Experience June 2013 - Present
Job Trader at FrontPoint
Industry Investment Management
Experience
UBS Wealth Management June 2013 - Present
FrontPoint September 2006 - July 2011
John A Levin & Company 1996 - 2006
Skills
Hedge Funds, Options, Asset Management, Trading, Equities, Volatility, Bloomberg, Series 7, Hedging, Buy-side
Education
Denison University 1980 — 1984
BA, Economics
UBS Wealth Management June 2013 - Present
FrontPoint September 2006 - July 2011
John A Levin & Company 1996 - 2006
Skills
Hedge Funds, Options, Asset Management, Trading, Equities, Volatility, Bloomberg, Series 7, Hedging, Buy-side
Education
Denison University 1980 — 1984
BA, Economics
Kimberly Nemser's UBS Wealth Management Experience 2002 - 2003
Job FEED Projects Sr Vice President, GMM
Industry Retail
Experience
FEED Projects July 2015 - Present
J.Crew May 2008 - June 2015
Tod's 2005 - 2008
The Blackstone Group 2003 - 2005
UBS Wealth Management 2002 - 2003
Skills
Apparel, E-commerce, Fashion, Footwear, Leadership, Management, Merchandising, Retail, Sales, Visual Merchandising, Trend Analysis
Education
Dartmouth College 1998 — 2002
BA, English and French
FEED Projects July 2015 - Present
J.Crew May 2008 - June 2015
Tod's 2005 - 2008
The Blackstone Group 2003 - 2005
UBS Wealth Management 2002 - 2003
Skills
Apparel, E-commerce, Fashion, Footwear, Leadership, Management, Merchandising, Retail, Sales, Visual Merchandising, Trend Analysis
Education
Dartmouth College 1998 — 2002
BA, English and French
Dimitre Ivanov's UBS Wealth Management Experience July 2009 - Present
Job UBS Wealth Management International Sales
Industry Financial Services
Experience
UBS Wealth Management July 2009 - Present
UBS Investment Bank August 2001 - July 2009
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
UBS Wealth Management July 2009 - Present
UBS Investment Bank August 2001 - July 2009
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Keith Mueller, CIMA®'s UBS Wealth Management Experience August 2006 - Present
Job Certified Investment Management Analyst (CIMA®), Senior VicePresident, Wealth Management UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
Piper Jaffray 1992 - August 2006
St. Thomas Academy March 1998 - March 2002
St. Jude of the Lake Catholic Church January 1995 - January 1998
American Heart Association January 1993 - January 1997
Miller, Johnson & Kuehn January 1986 - January 1992
Skills
Series 7 (General..., Series 25 (NYSE Floor..., Series 31 (Managed..., Series 63 (Uniform...
Education
Wharton School of Business 1998 — 1999
Certified Investment Management Analyst (CIMA), Finance, Executive Education Program
University of Saint Thomas 1982 — 1985
BS, Business Administration
Creighton University 1980 — 1982
St. Thomas Academy H.S. 1976 — 1980
UBS Wealth Management August 2006 - Present
Piper Jaffray 1992 - August 2006
St. Thomas Academy March 1998 - March 2002
St. Jude of the Lake Catholic Church January 1995 - January 1998
American Heart Association January 1993 - January 1997
Miller, Johnson & Kuehn January 1986 - January 1992
Skills
Series 7 (General..., Series 25 (NYSE Floor..., Series 31 (Managed..., Series 63 (Uniform...
Education
Wharton School of Business 1998 — 1999
Certified Investment Management Analyst (CIMA), Finance, Executive Education Program
University of Saint Thomas 1982 — 1985
BS, Business Administration
Creighton University 1980 — 1982
St. Thomas Academy H.S. 1976 — 1980
Tracey Zhou's UBS Wealth Management Experience February 2010 - May 2010
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Nomura Securities April 2014 - July 2015
Nomura Securities July 2011 - March 2014
AllianceBernstein: Sanford C. Bernstein June 2010 - August 2010
UBS Wealth Management February 2010 - May 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2007 — 2011
BS, Applied Economics and Management
Nomura Securities April 2014 - July 2015
Nomura Securities July 2011 - March 2014
AllianceBernstein: Sanford C. Bernstein June 2010 - August 2010
UBS Wealth Management February 2010 - May 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2007 — 2011
BS, Applied Economics and Management
Yves-Marie Toussaint's UBS Wealth Management Experience January 2014 - June 2014
Job Technology Support Specialst
Industry Computer Software
Experience
HCL Technologies July 2014 - February 2015
UBS Wealth Management January 2014 - June 2014
Brooklyn Children's Museum July 2013 - December 2013
Brooklyn Children's Museum November 2012 - July 2013
DePauw University August 2010 - May 2011
DePauw University August 2010 - May 2011
Putnam County Youth Soccer Association July 2010 - August 2010
Skills
Microsoft Visio, Microsoft Excel, Microsoft Power Point, Project Management, SQL, Photoshop, HTML, CSS, Programming, Java, Visual Basic, Video Editing, Social Networking, Research, PowerPoint, After Effects, Public Speaking
Education
NPower Technology Service Corps
Information Technology
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Computer Science
HCL Technologies July 2014 - February 2015
UBS Wealth Management January 2014 - June 2014
Brooklyn Children's Museum July 2013 - December 2013
Brooklyn Children's Museum November 2012 - July 2013
DePauw University August 2010 - May 2011
DePauw University August 2010 - May 2011
Putnam County Youth Soccer Association July 2010 - August 2010
Skills
Microsoft Visio, Microsoft Excel, Microsoft Power Point, Project Management, SQL, Photoshop, HTML, CSS, Programming, Java, Visual Basic, Video Editing, Social Networking, Research, PowerPoint, After Effects, Public Speaking
Education
NPower Technology Service Corps
Information Technology
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Computer Science
Jack Holton's UBS Wealth Management Experience January 1980 - December 2007
Job Owner at WestWind Farms
Industry Investment Management
Experience
WestWind Farms January 2000 - Present
UBS Wealth Management January 1980 - December 2007
Skills
Graphic Design, Woodworking, Creative Writing
Education
DePauw University 1963 — 1967
BA, Art & Advertising
Park School 1960 — 1963
WestWind Farms January 2000 - Present
UBS Wealth Management January 1980 - December 2007
Skills
Graphic Design, Woodworking, Creative Writing
Education
DePauw University 1963 — 1967
BA, Art & Advertising
Park School 1960 — 1963
Lawrence Tuman's UBS Wealth Management Experience June 2010 - July 2012
Job Operations Supervisor at American Dream Home Improvement
Industry Building Materials
Experience
ADHI American Dream Home Improvement, Inc. July 2012 - Present
UBS Wealth Management June 2010 - July 2012
Skills
Risk Management, Project Management, Process Improvement, Microsoft Office, Operations Management, Microsoft Excel, Forecasting, Financial Reporting, Portfolio Management, Financial Modeling, Financial Analysis, Customer Service, Contract Negotiation, Budgets, Business Analysis, Access
Education
DePaul University 2009 — 2011
Bachelor of Science, Finance
Moraine Valley Community College 2007 — 2009
Associate
ADHI American Dream Home Improvement, Inc. July 2012 - Present
UBS Wealth Management June 2010 - July 2012
Skills
Risk Management, Project Management, Process Improvement, Microsoft Office, Operations Management, Microsoft Excel, Forecasting, Financial Reporting, Portfolio Management, Financial Modeling, Financial Analysis, Customer Service, Contract Negotiation, Budgets, Business Analysis, Access
Education
DePaul University 2009 — 2011
Bachelor of Science, Finance
Moraine Valley Community College 2007 — 2009
Associate
Sarah Shizas's UBS Wealth Management Experience October 2009 - December 2009
Job Equity Research Associate
Industry Research
Experience
William Blair and Company May 2015 - Present
Bank of Montreal July 2011 - May 2015
Eli Lilly and Company June 2010 - August 2010
UBS Wealth Management October 2009 - December 2009
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Credit Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
William Blair and Company May 2015 - Present
Bank of Montreal July 2011 - May 2015
Eli Lilly and Company June 2010 - August 2010
UBS Wealth Management October 2009 - December 2009
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Credit Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Sam Greve's UBS Wealth Management Experience February 2011 - April 2011
Job Senior Associate I at JLL
Industry Financial Services
Experience
JLL April 2014 - Present
Jones Lang LaSalle June 2012 - March 2014
UBS Wealth Management February 2011 - April 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Office, Budgets, Account Reconciliation, Customer Service, Microsoft Word
Education
DePaul University 2007 — 2011
Bachelor's Degree, Accountancy & Finance
Hinsdale Central High School 2003 — 2007
High School, General
JLL April 2014 - Present
Jones Lang LaSalle June 2012 - March 2014
UBS Wealth Management February 2011 - April 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Office, Budgets, Account Reconciliation, Customer Service, Microsoft Word
Education
DePaul University 2007 — 2011
Bachelor's Degree, Accountancy & Finance
Hinsdale Central High School 2003 — 2007
High School, General
Katherine Hampson's UBS Wealth Management Experience May 2014 - Present
Job Branch Office Administrator at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
UBS September 2010 - May 2014
DePaul College Republicans 2011 - 2012
Chi Omega Fraternity February 2010 - January 2011
DePaul Conservative Alliance 2010 - 2011
Marriott Hotel August 2006 - September 2010
Sole Sisters May 2004 - August 2007
Education
DePaul University 2008 — 2012
Bachelors of Science, Finance, Minor in Accounting
UBS Wealth Management May 2014 - Present
UBS September 2010 - May 2014
DePaul College Republicans 2011 - 2012
Chi Omega Fraternity February 2010 - January 2011
DePaul Conservative Alliance 2010 - 2011
Marriott Hotel August 2006 - September 2010
Sole Sisters May 2004 - August 2007
Education
DePaul University 2008 — 2012
Bachelors of Science, Finance, Minor in Accounting
Kathrine Waclawik's UBS Wealth Management Experience March 2012 - June 2015
Job Rotational Development Program Credit Associate Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
UBS Wealth Management March 2012 - June 2015
Bloomingdale Country Club February 2007 - May 2009
Skills
Microsoft Excel, Time Management, Sales, Financial Analysis, Microsoft Word, Microsoft Office, Customer Service, Social Media, Market Research, PowerPoint
Education
DePaul University 2011 — 2015
Bachelor’s Degree, Business Management and Finance, Suma Cum Laude
Northern Trust Corporation July 2015 - Present
UBS Wealth Management March 2012 - June 2015
Bloomingdale Country Club February 2007 - May 2009
Skills
Microsoft Excel, Time Management, Sales, Financial Analysis, Microsoft Word, Microsoft Office, Customer Service, Social Media, Market Research, PowerPoint
Education
DePaul University 2011 — 2015
Bachelor’s Degree, Business Management and Finance, Suma Cum Laude
Christie Barbour's UBS Wealth Management Experience 2007 - 2010
Job Vice President at Dorilton Capital
Industry Financial Services
Experience
Dorilton Capital December 2012 - Present
UBS Wealth Management 2007 - 2010
UBS Wealth Management 2000 - 2006
PaineWebber 1998 - 2000
Skills
Financial Analysis, Accounting, Project Management, Finance
Education
DeSales University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Dorilton Capital December 2012 - Present
UBS Wealth Management 2007 - 2010
UBS Wealth Management 2000 - 2006
PaineWebber 1998 - 2000
Skills
Financial Analysis, Accounting, Project Management, Finance
Education
DeSales University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Robert Chlopek's UBS Wealth Management Experience February 2015 - June 2015
Job Analyst at Northern Trust Corporation
Industry
Experience
Northern Trust Corporation August 2015 - Present
UBS Wealth Management February 2015 - June 2015
Target September 2012 - February 2015
Skills
Microsoft Word, Microsoft Excel, Customer Service, Financial Markets, Sales, C++, R, Bloomberg Terminal, Leadership, Investments
Education
DePaul University 2011 — 2015
Bachelor’s Degree, Finance, 3.83/4.00 GPA
Northern Trust Corporation August 2015 - Present
UBS Wealth Management February 2015 - June 2015
Target September 2012 - February 2015
Skills
Microsoft Word, Microsoft Excel, Customer Service, Financial Markets, Sales, C++, R, Bloomberg Terminal, Leadership, Investments
Education
DePaul University 2011 — 2015
Bachelor’s Degree, Finance, 3.83/4.00 GPA
Carlos A. Salazar Jr.'s UBS Wealth Management Experience Enterprise Technical SupportAT&T Wireless Call Cent2006 - 2009
Job IT System Administrator (AO) at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Enterprise Technical SupportAT&T Wireless Call Cent2006 - 2009
Education
CUNY New York City College of Technology
Bachelor of Technology (B.Tech.), Computer Technology/Computer Systems Technology
LaGuardia Community College
Associate of Science (AS), Telecommunications
UBS Wealth Management Enterprise Technical SupportAT&T Wireless Call Cent2006 - 2009
Education
CUNY New York City College of Technology
Bachelor of Technology (B.Tech.), Computer Technology/Computer Systems Technology
LaGuardia Community College
Associate of Science (AS), Telecommunications