UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Robert Huckabee IV Robert Huckabee IV Wrightsville Beach, North Carolina Details
Robert Huckabee IV's UBS Wealth Management Experience June 2014 - August 2014
Job Deposit Services Representative at Live Oak Bank
Industry Financial Services
Experience
Live Oak Bank  July 2015 - Present
Live Oak Bank  September 2014 - June 2015
UNC Wilmington  August 2013 - May 2015
UBS Wealth Management   June 2014 - August 2014
Southland Amusements   January 2013 - August 2013
East Carolina University  August 2010 - January 2012

Skills
Leadership, Customer Service, Sales, Operations Management, Microsoft Excel, PowerPoint, Finance, Business Planning, Small Business, Entrepreneurship, Marketing, Microsoft Office, Microsoft Word, Social Media, Time Management, Teamwork

Education
University of North Carolina at Wilmington   2013 — 2015
Bachelor of Applied Science (BASc), Finance, General

East Carolina University   2010 — 2012
Bachelor of Applied Science (BASc), Finance

Jenna Snyder Jenna Snyder New York, New York Details
Jenna Snyder's UBS Wealth Management Experience August 2015 - Present
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
Marist College  September 2012 - Present
Marist College  September 2012 - Present
UBS Wealth Management   June 2014 - August 2014
Wells Fargo Advisors, LLC  April 2013 - January 2014
Marist College  August 2012 - December 2013
Enterprise Ireland  January 2013 - May 2013
Township of Cumru   June 2010 - August 2012
Marist College  August 2011 - May 2012

Skills
Organization, Microsoft Excel, Microsoft Word, Hardworking, Event Planning, Leadership, Time Management, Recruiting, Customer Service, Facebook, Budgets, Accounting, Teamwork, PowerPoint, Event Management

Education
Marist College   2011 — 2015
Bachelor of Science (BS) and Bachelor of Arts (BA), Business Administration: Finance and Economics, Senior

Trinity College Dublin   2013 — 2013
Business Administration and Management, General

East China Normal University   2012 — 2012
Global Business

Ann (Zixuan) Tai Ann (Zixuan) Tai Cambridge, Massachusetts Details
Ann (Zixuan) Tai's UBS Wealth Management Experience July 2013 - August 2013
Job Student at GSD
Industry Architecture & Planning
Experience
Duke University  August 2014 - May 2015
Fuqua School of Business  May 2014 - May 2015
DTZ  July 2014 - August 2014
UBS Wealth Management   July 2013 - August 2013
China Jianyin Investment Securites  May 2013 - June 2013
Duke University  August 2012 - January 2013

Skills
Visual Basic, Microsoft Excel, PowerPoint, Photoshop, Teaching, English, Strategic Planning

Education
Harvard University Graduate School of Design   2015 — 2018
MLA, Landscape Architecture

Duke University   2011 — 2015
Bachelor of Science, Economics, Mathematics, Finance Concentration

University of Oxford   2012 — 2012

Northeast Yucai School   2005 — 2011

Jeffrey Epstein Jeffrey Epstein Wayne, Pennsylvania Details
Jeffrey Epstein's UBS Wealth Management Experience 2006 - 2008
Job Instrument Technician at Philadelphia Energy Solutions, LLC
Industry Oil & Energy
Experience
Philadelphia Energy Solutions, LLC  October 2014 - Present
US Navy  2008 - 2013
UBS Wealth Management   2006 - 2008
Bear Sterans   2004 - 2006
Bleakley, Schwartz, Cooney, Finney   2003 - 2004

Skills
Leadership, Training, Operations Management, Team Leadership, Team Building, Project Planning, Microsoft Office, Management, Navy, Military Experience, DoD, Military, Strategic Planning, Cross-functional Team..., Microsoft Excel, Customer Service, Inventory Management, Budgets, Public Speaking, Project Management, Negotiation, Contract Negotiation, Financial Analysis, Sales, Active TS/SCI Clearance, Presentations, Cost Benefit, Auditing, Asset Management, Liability Analysis, Risk Assessment, Strategic Financial..., Financial Modeling, Financial Reporting, Financial Markets, Financial Audits, Investment Advisory, Investment Valuation, Depreciation, Capital Assets, Capital Markets, Portfolio Management, Performance Management, Management Consulting, Employee Training, Research, Fixed Income, Equity Research, Mutual Funds, Account Management

Education
Johnson and Wales University   1999 — 2002
Bachelor's degree, Finance and Financial Management Services

Eastern Michigan University   1997 — 1999
Finance, General

Parsippany High School

Lin Xiang, CFA Lin Xiang, CFA Vancouver, Canada Area Details
Lin Xiang, CFA's UBS Wealth Management Experience 2010 - 2012
Job Investment Counsellor at RBC Wealth Management PH&N Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel  2012 - Present
UBS Wealth Management   2010 - 2012
HSBC  1999 - 2010

Education
East China Normal University
Bachelor of Arts (B.A.)

The University of British Columbia
Master of Business Administration (MBA), Finance, General

Amy Shugar, MBA Amy Shugar, MBA Greater New York City Area Details
Amy Shugar, MBA's UBS Wealth Management Experience 2009 - 2010
Job Director of Donor Relations at Columbia Law School
Industry Fund-Raising
Experience
Columbia Law School  2014 - Present
Columbia Law School  2011 - 2014
UBS Wealth Management   2009 - 2010
Citi  2007 - 2009
Citi  2006 - 2007
American Express  May 2005 - August 2005
RLR Associates   2000 - 2003
CBS Corporation  1998 - 1999

Skills
Donor Stewardship, Major Gifts, Special Gifts, Financial Reporting, Fundraising, Gift Acknowledgement, Communication, Raiser’s Edge, Stewardship Reports, Endowment Performance, Volunteer Management, Strategic Planning, Campaign Management, Event Management, Alumni Relations, Relationship Building, Analysis And..., Marketing, Stewardship, Budgeting, Advance, MS Access/Oracle, Project Management, Marketing Communications, Event Planning, Social Media, Annual Giving, Advertising, Strategy, Philanthropy, Management

Education
Duke University - The Fuqua School of Business   2004 — 2006
Master of Business Administration (MBA)

Duke University   1994 — 1998
Bachelor of Arts (BA), English, Film

Ethical Culture Fieldston School   1981 — 1994

Kimberly Purcell Kimberly Purcell Washington D.C. Metro Area Details
Kimberly Purcell's UBS Wealth Management Experience September 2011 - May 2012
Job Manager at MilkPEP
Industry Financial Services
Experience
MilkPEP  July 2014 - Present
CEB  November 2013 - July 2014
CEB  January 2013 - November 2013
Corporate Executive Board  June 2012 - January 2013
UBS Wealth Management   September 2011 - May 2012
The Umstead Hotel and Spa  May 2008 - May 2012

Skills
Event Planning, Salesforce.com, NetSuite, Client Services, Customer Relations, Project Management, Marketing Strategy, Marketing Communications, Customer Service, Facebook, Social Media, Account Management, Time Management, Social Media Marketing, Marketing, Event Management, Research

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
BSBA, Marketing

Saint Mary's School   2004 — 2008

Christopher Welch Christopher Welch Wilmington, North Carolina Area Details
Christopher Welch's UBS Wealth Management Experience May 2012 - August 2012
Job Credit underwriter at Live Oak Bank
Industry Financial Services
Experience
Live Oak Bank  July 2014 - Present
Live Oak Bank  July 2013 - July 2014
SIFE Elon   September 2011 - May 2013
Elon University  May 2011 - May 2013
W.C. Honey LLC   January 2011 - January 2013
UBS Wealth Management   May 2012 - August 2012

Skills
Financial Modeling

Education
Elon University   2009 — 2013
Bachelor's degree, Finance, General, Senior

Thomas Angel Thomas Angel Greater Seattle Area Details
Thomas Angel's UBS Wealth Management Experience January 2013 - June 2013
Job Business Career Foundation Program (BCFP) at The Boeing Company
Industry Airlines/Aviation
Experience
Boeing  March 2014 - Present
Boeing Commercial Airplanes  June 2013 - February 2014
Startup Weekend  2014 - 2014
ALVA Hitachi Workshop   2014 - 2014
UBS Wealth Management   January 2013 - June 2013
Boeing  June 2012 - September 2012
University of Washington Neurology Vocational Services Unit   August 2011 - June 2012
Scout Analytics  July 2011 - September 2011
Nordstrom  February 2011 - July 2011
University of Washington Department of Global Health  December 2010 - April 2011

Skills
Data Analysis, Cross-functional Team..., Project Management, Process Improvement, Proposal Writing, Program Management, Analysis, Marketing, Sales, Salesforce.com, Entrepreneurship, Microsoft Excel, SharePoint, Business Development, Lead Generation, PowerPoint, Management, Customer Service, Event Planning, Microsoft Office, Social Media, Team Leadership, Market Research, Leadership, Marketing Strategy, Access, Social Networking, Strategic Planning, Time Management, Teamwork, Public Speaking, Research

Education
Seattle University   2008 — 2013
Bachelor of Arts (B.A.), International Business

East China Normal University   2012 — 2012

Jesuit High School

Daniel Spillane Daniel Spillane Greater Boston Area Details
Daniel Spillane's UBS Wealth Management Experience September 2012 - Present
Job BrockwaySmith Co
Industry Building Materials
Experience
UBS Wealth Management   September 2012 - Present
UBS  September 2012 - December 2012
Brockway-Smith Co  August 2012 - August 2012
Pickering Wharf Marina   May 2008 - August 2011
Salem Waterfront Hotel   May 2008 - August 2009

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Financial Reporting, Social Media, Research, Customer Service, Access, Analysis, Finance, Management, Sales, Teamwork, Data Analysis, Investments

Education
Elon University   2009 — 2013
Bachelor of Science (BS), Finance

Elon University   2009 — 2013
Bachelor of Science, Business Administration; Finance

Rachel Alaniz Rachel Alaniz Raleigh-Durham, North Carolina Area Details
Rachel Alaniz's UBS Wealth Management Experience June 2009 - August 2009
Job Client Services Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Bain & Company  June 2015 - August 2015
Ameriprise Financial Services, Inc.   January 2013 - May 2014
Nordstrom  October 2012 - January 2013
Nordstrom  February 2012 - October 2012
Duke University Writing Studio   January 2008 - May 2010
UBS Wealth Management   June 2009 - August 2009

Skills
Strategic Planning, Business Strategy

Education
Duke University - The Fuqua School of Business   2014 — 2016
Master of Business Administration (MBA), Marketing

Duke University   2006 — 2010
BS, Economics

Brady Storhoff Brady Storhoff Cleveland, Ohio Details
Brady Storhoff's UBS Wealth Management Experience February 2014 - July 2015
Job Branch Examiner at UBS
Industry Financial Services
Experience
UBS  July 2015 - Present
UBS Wealth Management   February 2014 - July 2015
Edgewood College  April 2014 - May 2015
Edgewood College  May 2013 - May 2015

Education
Edgewood College   2011 — 2015
Bachelor of Science, Business Management and Finance

Stefan Rosuck Stefan Rosuck Greater Chicago Area Details
Stefan Rosuck's UBS Wealth Management Experience November 2001 - July 2007
Job Wealth Advisor at Intelligent Investment Strategies | Portfolio Risk, Investing, Financial Planning & Hedging Strategies
Industry Financial Services
Experience
Intelligent Investment Strategies, LLC   November 2009 - Present
Morgan Stanley Smith Barney  July 2007 - November 2009
UBS Wealth Management   November 2001 - July 2007

Skills
Wealth Management, Investment Advisory, Alternative Investments, Investments, Securities, Series 7, Retirement, Investment Strategies, Portfolio Management, Strategic Financial..., Estate Planning, Retirement Planning, Investment Management, Mergers & Acquisitions, Management, Risk Management, Financial Services, Wealth, Asset Allocation, Series 63, Uniform Combined State..., Financial Planners, Fixed Annuities, Mutual Funds, Financial Advisory, 401k

Education
Drake University   1981 — 1985
Bachelor of Arts (BA), Advertising

Julie Bailey, Bailey Wealth Management Julie Bailey, Bailey Wealth Management Greater Atlanta Area Details
Julie Bailey, Bailey Wealth Management's UBS Wealth Management Experience January 2014 - Present
Job The Bailey Wealth Management Group, Portfolio Manager, Financial Advisor, CRPC(R) at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2014 - Present
Morgan Stanley  December 2008 - January 2014
Merrill Lynch  2006 - 2008
UBS  2005 - 2006
Credit Suisse First Boston  2000 - 2005

Skills
Personal Finance, Private Wealth..., Investments, Retirement Planning, Wealth Management..., Retirement, Finance, Financial Services, Investment Management, Financial Advisory, Financial Markets, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Wealth Management, High Net Worth..., Strategic Financial..., Asset Allocation

Education
The University of London/ American College   2000 — 2000
Post Graduate classes in Finance, Finance and Economics

East Tennessee State University   1996 — 2000
BBA, Corporate Finance and Investments, Political Science

Sreyas Reddy Sreyas Reddy Nashville, Tennessee Details
Sreyas Reddy's UBS Wealth Management Experience October 2015 - Present
Job Branch Service Associate Nashville Hub at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2015 - Present
UBS Investment Bank  October 2014 - October 2015
Cortland Capital Market Services LLC  March 2014 - September 2014
SunGard Financial Systems  September 2013 - December 2013
Bank of Ireland Global Markets  July 2013 - September 2013

Skills
Banking, PowerPoint, Financial Analysis, Leadership, Teamwork, Microsoft Excel, Stream Ubix, Microsoft Office, Customer Service, Team Leadership, Loan Servicing, Trading Systems, Event Planning, Loans, Syndicated Bank Loans, Social Networking, Public Speaking, Capital Markets, Data Analysis, Investments

Education
Eckerd College   2011 — 2013
Bachelor’s Degree, Business Administration

Rhodes College   2009 — 2010
Bachelor’s Degree, Pre-Medicine/Pre-Medical Studies

University School of Nashville   2005 — 2009
High School

Brienne Sessa Brienne Sessa Fort Myers, Florida Details
Brienne Sessa's UBS Wealth Management Experience November 2006 - March 2011
Job Personal Assistant/Bookkeeper at Brianlee.com Inc
Industry Entertainment
Experience
Brianlee.com Inc   March 2011 - Present
UBS Wealth Management   November 2006 - March 2011
Morgan Stanley Wealth Management  July 1997 - November 2006

Skills
Microsoft Excel, PowerPoint, Investments, Financial Analysis, Microsoft Office, Portfolio Management, Customer Service, Banking, Marketing, Equities, Market Research, Microsoft Word

Education
Florida Gulf Coast University   2000 — 2003
Bachelor's degree, Finance and Financial Management Services

Edison Community College   1997 — 2000
Associate's degree, Business/Commerce, General

James Clavelli James Clavelli Greater New York City Area Details
James Clavelli's UBS Wealth Management Experience March 2012 - July 2012
Job Sales Representative at Tri State Dental Supplies and Equipment
Industry Medical Devices
Experience
Tri State Dental Supplies and Equipment   July 2012 - Present
UBS Wealth Management   March 2012 - July 2012
Santander Bank, N.A.   May 2011 - January 2012
PNC Bank  September 2010 - May 2011
PNC Bank  June 2010 - August 2010
Tri-State Dental   June 2004 - June 2010

Skills
Leadership, Sales, Management, Banking, Customer Service, Selling, Business Writing, Writing, Cross Selling, Dental Software, Copy Writing, Blogging, Branch Banking, Loans, Credit, Retail Banking, Credit Analysis, Mortgage Lending, Dental Technology, Dental Sales, Digital Imaging, Outside Sales, Relationship Management, Finance, Medical Devices, HTML, CSS, Ruby, Cold Calling, Social Media, Microsoft Excel, Sales Operations, Sales Management

Education
Drew University   2009 — 2011
B.A., History

Drew University   2009 — 2011
Bachelor of Arts (B.A.), History

Magnet Theater

Jake Huff Jake Huff Greater New York City Area Details
Jake Huff's UBS Wealth Management Experience August 2015 - Present
Job Student at IE Business School
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
UBS Wealth Management   May 2014 - August 2014
Morgan Stanley Private Wealth Management  May 2013 - August 2013
W.R. Huff Asset Management   May 2010 - August 2012

Skills
Finance, Research, Microsoft Excel, Customer Service, Microsoft Office, Financial Modeling, PowerPoint, Equities, English, Microsoft Word, Windows, Outlook, Photoshop, HTML

Education
IE Business School   2014 — 2015
Master's Degree, Finance

Duke University   2010 — 2014
Bachelor of Science (BS), Economics

Delbarton School   2006 — 2010
High School

David H. Butler David H. Butler Greater Philadelphia Area Details
David H. Butler's UBS Wealth Management Experience March 2001 - June 2006
Job Creative Strategic Marketing, Business Development & Finance Executive
Industry Marketing and Advertising
Experience
Kaplan University  October 2008 - Present
Butler Design Works   June 2006 - Present
UBS Wealth Management   March 2001 - June 2006
Merrill Lynch  October 1998 - March 2001
Sony Corporation of America  November 1993 - May 1996

Skills
Online Marketing, Teamwork, E-commerce, Marketing Strategy, Marketing, Start-ups, Business Development, Microsoft Office, PowerPoint, Strategy, Social Media Marketing, Management, Strategic Planning, Entrepreneurship, Leadership, Negotiation, Social Media, Analysis, Online Advertising

Education
Drexel University   1996 — 1998
MBA, Finance & Marketing

Temple University   1988 — 1993
Bachelors of Business Administration, Business Administration & Human Resources

Billy Mathews Billy Mathews Baltimore, Maryland Details
Billy Mathews's UBS Wealth Management Experience January 2009 - February 2009
Job Portfolio Analyst at Brown Advisory
Industry Investment Management
Experience
Brown Advisory  July 2011 - Present
ADP  October 2010 - May 2011
Business Volunteers Unlimited Maryland   July 2010 - October 2010
UBS Wealth Management   January 2009 - February 2009
Brown Advisory  June 2008 - August 2008

Skills
Financial Analysis, Microsoft Excel, Investments, Portfolio Management, Strategic Financial..., Financial Modeling, Corporate Finance, PowerPoint, Microsoft Office, Finance, Salesforce.com, Strategic Planning, Microsoft Word, Data Analysis, Customer Service, Social Media, Asset Allocation

Education
Elon University   2006 — 2010
Business Administration, Finance

Elon University - Martha and Spencer Love School of Business   2006 — 2010
BS, Business Administration

Angelina Ilchenko Angelina Ilchenko New York, New York Details
Angelina Ilchenko's UBS Wealth Management Experience 2013 - 2013
Job Global Treasury Advisory Services, Staff at EY
Industry Financial Services
Experience
EY  2014 - Present
Fordham University's Graduate School of Business   September 2013 - Present
UBS Wealth Management   2013 - 2013
IWEN Language and Culture school   September 2011 - December 2012

Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Microsoft Word, PowerPoint, Budgets, Customer Service, Accounts Payable

Education
Fordham University - Graduate School of Business Administration   2013 — 2014
Masters Degree, Global Finance

NYU   2013 — 2014
Non degree studies, Financial Planing

Dongbei University of Finance and Economics   2009 — 2013
Bachelor's degree, International Business, Dissertation defense-Pass, Diploma received.

London School of Economics and Political Science   2011 — 2012
Non degree certificate, Accounting and Finance

Peter Strope, CAP®, CFP® Peter Strope, CAP®, CFP® Greater Pittsburgh Area Details
Peter Strope, CAP®, CFP®'s UBS Wealth Management Experience June 1999 - Present
Job Barron's Top 1,200 Financial Advisor Managing Director Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   June 1999 - Present

Skills
Retirement Planning, Portfolio Management, Risk Management, Advanced Trust and..., Foundations/Philanthropi..., Education Planning, Insurance Strategies, Wealth Transfer..., Stock Options Services, Corporate Lending

Education
Duquesne University
Executive Certificate of Financial Planning

Echo Wu Echo Wu Atlanta, Georgia Details
Echo Wu's UBS Wealth Management Experience June 2009 - July 2009
Job Vice President at Spring11, LLC
Industry Investment Management
Experience
Spring11, LLC  August 2014 - Present
Armada Analytics, Inc. (formerly Agency Advisors, Inc.)   July 2011 - August 2014
Greenville Literacy Association  November 2009 - May 2011
UBS Wealth Management   June 2009 - July 2009
Guosen Securities  June 2008 - July 2008

Skills
Financial Analysis, Commercial Mortgage..., Credit Analysis, Financial Statement..., Real Estate Due..., Real Estate Economics, Loans, Microsoft Excel, Valuation, Due Diligence, Credit, Underwriting, Accounting, Financial Modeling, Commercial Real Estate, Real Estate Transactions

Education
Emory University - Goizueta Business School

Furman University
Bachelor of Arts, Business Administration, Accounting

John Sarandis John Sarandis Pittsburgh, Pennsylvania Details
John Sarandis's UBS Wealth Management Experience June 2012 - August 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY  October 2013 - Present
Broadridge Financial Solutions  April 2013 - September 2013
PwC  January 2013 - March 2013
UBS Wealth Management   June 2012 - August 2012
Northwestern Mutual  May 2011 - April 2012

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Accounting, Communication, Work Ethic, Teamwork, Financial Accounting, Leadership

Education
Duquesne University   2009 — 2013
Bachelor of Science in Business Administration, Accounting and Finance, 3.91

Steven J Vitale CFA ®, CFP® Steven J Vitale CFA ®, CFP® Greater New York City Area Details
Steven J Vitale CFA ®, CFP®'s UBS Wealth Management Experience September 2008 - Present
Job CFA, CFP Financial Advisor UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management   September 2008 - Present
Morgan Stanley  October 1998 - September 2008

Education
CFA Institute   2006 — 2009
CFA Designation, Financial Analyst

Hofstra University   2002 — 2005
MBA, Finance

CW Post College of Financial Planning   1999 — 2002
CFP Designation, Portfolio Management

Dowling College   1990 — 1995
BBA, Marketing, Economics

Doug Robertson, CISP Doug Robertson, CISP Fort Myers, Florida Details
Doug Robertson, CISP's UBS Wealth Management Experience August 2008 - December 2008
Job Sales Manager, IRA and 401K Investments in Real Estate, Hedge Funds, and Private Equity
Industry Financial Services
Experience
AdvantaIRA   March 2009 - Present
UBS Wealth Management   August 2008 - December 2008

Skills
Investments, Commodity, Alternative Investments, Trading, Equities, Options, Trading Strategies, Trading Systems, Portfolio Management, Hedge Funds, Currency, Securities, ETFs, FX Options, FX trading, Hedging, Options Strategies, Foreign Exchange, Financial Services, Derivatives, Electronic Trading, Financial Markets, Bloomberg, Funding, Finance, Technical Analysis, Equity Trading, Capital Markets, Fixed Income, Equity Derivatives, Bonds, Asset Allocation, Emerging Markets, Asset Management, Investment Strategies, IRAs, Investment Banking, FINRA, Banking

Education
Florida Gulf Coast University   2006 — 2008
BS, Finance

Edison Community College   2004 — 2006
A.A., Business

Colleen Rast Colleen Rast Saint Petersburg, Florida Details
Colleen Rast's UBS Wealth Management Experience May 2014 - Present
Job Client Service Associate at UBS Wealth Management
Industry
Experience
UBS Wealth Management   May 2014 - Present
UBS Wealth Management   October 2013 - May 2014
Allied Air  June 2013 - August 2013
Misred Outfitters   February 2012 - June 2013
Morgan Stanley  August 2012 - August 2012
Quail Valley Swim & Raquet   May 2007 - August 2010

Education
Eckerd College   2010 — 2014

University Of Jordan

Justin Dooley Justin Dooley Greater New York City Area Details
Justin Dooley's UBS Wealth Management Experience August 2012 - December 2012
Job U.S. Associate at Crédit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB  October 2014 - Present
Information Services Group  September 2013 - October 2014
UBS Wealth Management   August 2012 - December 2012
West Avenue Capital   May 2011 - August 2011

Skills
Financial Analysis, Market Research, Financial Modeling, Financial Statement..., Microsoft Excel, PowerPoint, Equity Research, Finance, Bloomberg Terminal, Microsoft Office, ThomsonOne, Marketing, Sales, VBA, Data Analysis, Business Strategy, Contract Negotiation, Investments, Strategic Planning, Microsoft Visio, Business Process..., Structured Finance

Education
Elon University - Martha and Spencer Love School of Business   2009 — 2013
B.S.B.A, Finance

Lance C. Dobler, CFP® Lance C. Dobler, CFP® United States Details
Lance C. Dobler, CFP®'s UBS Wealth Management Experience 2007 - 2012
Job Portfolio Manager Major Accounts at TIAACREF Trust Company, FSB
Industry Financial Services
Experience
TIAA-CREF  2012 - Present
UBS Wealth Management   2007 - 2012

Skills
Series 7, Series 63, Portfolio Management, Wealth Management, Investments, Strategic Financial..., High Net Worth..., Asset Management, Securities, Investment Strategies, Investment Management, Fixed Income, ETFs, Asset Allocation, Financial Analysis, Equities, Mutual Funds, Finance, Bonds, Alternative Investments

Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Duke University
Certificate in Financial Planning

Pat Ehret Pat Ehret Philadelphia, Pennsylvania Details
Pat Ehret's UBS Wealth Management Experience May 1993 - March 2006
Job First Vice President of Investments
Industry Financial Services
Experience
Janney Montgomery Scott  March 2009 - Present
breathing room foundation   2009 - 2014
Wachovia Securities Financial Network  March 2006 - 2009
UBS Wealth Management   May 1993 - March 2006
EF Hutton  1981 - 1987

Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Bonds, Financial Advisory, Retirement

Education
Duke University   1976 — 1980
BS

The Lawrenceville School

Scott DeLuca Scott DeLuca Greater New York City Area Details
Scott DeLuca's UBS Wealth Management Experience May 2007 - Present
Job Regional Compliance Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2007 - Present
Deloitte & Touche  June 2006 - May 2007
Ameriprise Financial  September 2002 - June 2006
Salomon Smith Barney  May 2000 - March 2002

Skills
Securities, Series 7, AML, FINRA, Mutual Funds, Series 63, Series 24, Investment Advisory, Equities, Hedge Funds, Corporate Governance, Wealth Management, Alternative Investments, Investments, Fixed Income, Asset Management, Capital Markets

Education
Seton Hall University School of Law   1995 — 1999
JD, Law

Duke University   1987 — 1991
BA, Political Science, History

Nutley   1984 — 1987

Robert W. Murray III Robert W. Murray III Greater New York City Area Details
Robert W. Murray III's UBS Wealth Management Experience November 2009 - July 2010
Job Vice President Lead Field Operational Risk Officer at Morgan Stanley Private Bank, National Association
Industry Financial Services
Experience
Morgan Stanley  October 2014 - Present
Morgan Stanley Private Bank, National Association   January 2013 - February 2015
Morgan Stanley Private Bank, National Association   March 2011 - January 2013
Morgan Stanley Private Bank, National Association   July 2010 - March 2011
UBS Wealth Management   November 2009 - July 2010
UBS Wealth Management   July 2007 - November 2009

Skills
Private Banking, Loans, Securities, Capital Markets, Equities, Series 7, Fixed Income, Asset Managment, Banking, Investment Banking, Risk Management, Financial Analysis, Derivatives, Portfolio Management, Financial Services, Bloomberg, Corporate Finance, Financial Risk, Operational Risk..., Series 24, Series 63, Series 65, RCSA, OCC, FINRA, FRB, CFPB, Series 9, Series 10, Operations Management, Wealth Management, Credit, Investments, Mortgage Lending, Vendor Management, Insurance, Loan Origination, Asset Management, Mutual Funds, Basel II, Hedge Funds

Education
Duke University   2001 — 2006
B.A., Psychology & Markets and Management Studies

Mark Mathes Mark Mathes Pasco, Washington Details
Mark Mathes's UBS Wealth Management Experience January 2001 - March 2007
Job Dr. Mark Mathes Manager/Instructor
Industry E-Learning
Experience
BetterAdvisor   June 2007 - Present
UBS Wealth Management   January 2001 - March 2007
PaineWebber, Inc.   October 1993 - December 2000

Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Leadership, Management, Coaching, Data Analysis, Teaching, CRM, Leadership Development, Finance, Team Building

Education
Northcentral University   2007 — 2013
Doctor of Philosophy (Ph.D.), Business Administration/Organizational Leadership

University of Oregon   1977 — 1978
Master of Business Administration (M.B.A.), Management

Eastern Oregon University   1970 — 1974
Bachelor's Degree, Business Education

Marcus Collins Marcus Collins Sacramento, California Area Details
Marcus Collins's UBS Wealth Management Experience May 2000 - August 2000
Job Senior Strategy Implementation Manager
Industry Management Consulting
Experience
Sutter Health  June 2015 - Present
Health Plan of San Joaquin  November 2012 - June 2015
US Department of Homeland Security  October 2011 - November 2012
Deloitte  May 2009 - September 2011
BearingPoint  June 2004 - May 2009
Grant Thornton LLP  2003 - 2004
Dow Jones  November 2001 - August 2003
UBS Wealth Management   May 2000 - August 2000
AT&T  June 1998 - August 1998
AT&T  June 1997 - August 1997

Skills
Management Consulting, Business Process..., Program Management, Business Transformation, Change Management, Business Process..., Organizational Design, Business Analysis, Project Management, Strategic Planning, Process Improvement, Business Process, PMP, Risk Management, Business Strategy, Performance Improvement, Government, Strategy, Business Process Design, Consulting, Project Portfolio..., Governance, Leadership, CRM, Training

Education
Emory University   1997 — 2001
Bachelor of Arts (BA), Economics

Ej Karsten Ej Karsten Greater Chicago Area Details
Ej Karsten's UBS Wealth Management Experience 1991 - Present
Job Sr. Vice President, Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   1991 - Present
PaineWebber  October 1994 - July 2000
Kidder Peabody  January 1991 - October 1994
Dean Witter  January 1988 - January 1991
Merrill Lynch  July 1982 - January 1991

Education
Eastern Illinois University   1977 — 1981
BS, Marketing

Remell Chung, MSRE Remell Chung, MSRE Greater New York City Area Details
Remell Chung, MSRE's UBS Wealth Management Experience 2004 - 2006
Job Associate Director at UBS Realty Investors, LLC
Industry Real Estate
Experience
UBS Realty Investors, LLC  January 2013 - Present
UBS Global Asset Management  January 2011 - Present
Multi-family Property   April 2008 - Present
UBS Global Asset   July 2006 - January 2009
UBS Wealth Management   2004 - 2006
GlaxoSmithKline  June 2003 - August 2003
GlaxoSmithKline  July 2002 - August 2002
Sony Pictures Entertainment  June 2001 - August 2001

Skills
New Business Development, Residential Real Estate..., Real Estate Negotiation, Real Estate Investment, Fund Of Funds, Separately Managed..., Hedge Funds, Direct Sales, Inside Sales, Territory Planning, Mutual Funds, Investment Properties, Asset Management, Alternative Investments, Investments, Finance, Real Estate Transactions, Portfolio Management

Education
NYU Schack Institute of Real Estate   2007 — 2010
Masters Degree, Real Estate

Duke University   2000 — 2004
BA, Economics, African/African American Studies

Paul M. Bosson Paul M. Bosson Greater Philadelphia Area Details
Paul M. Bosson's UBS Wealth Management Experience April 2010 - September 2010
Job Option & Exotic Derivatives at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2014 - Present
J.P. Morgan   August 2013 - September 2014
Drexel Dragon Fund   September 2012 - March 2013
Drexel University's LeBow College of Business  May 2012 - September 2012
JP Morgan  March 2011 - September 2011
ALPFA DREXEL   October 2010 - September 2011
CSD Sports Framing & Memorabilia   August 2010 - March 2011
UBS Wealth Management   April 2010 - September 2010
WIISE Institute   June 2009 - August 2009

Skills
SPSS, Statistical Reporting, Oracle Financials, Bloomberg Terminal, Financial Analysis, Bloomberg, Investments, Analysis, Microsoft Excel, Valuation, Finance, Corporate Finance, Portfolio Management, PowerPoint, Microsoft Word, Equities, Research, Microsoft Office, Economics, Data Analysis

Education
Drexel University - LeBow College of Business   2008 — 2013
Bachelor of Sciences in Business Administration, Finance & Economics

Saint Viateur Abidjan   2000 — 2007
BAC C, Mathematics & Physics

Nicole Turman Nicole Turman Washington D.C. Metro Area Details
Nicole Turman's UBS Wealth Management Experience July 2007 - January 2009
Job Sales Trader at Compass Point Research and Trading
Industry Capital Markets
Experience
Compass Point Research and Trading LLC  February 2009 - June 2013
UBS Wealth Management   July 2007 - January 2009
Friedman, Billings, Ramsey   November 2002 - July 2007

Skills
Equities

Education
Emory University   1998 — 2002

Trinity Preparatory School   1992 — 1998

Erik Yeargan Erik Yeargan Austin, Texas Area Details
Erik Yeargan's UBS Wealth Management Experience 1999 - 2001
Job
Industry Information Technology and Services
Experience
Mindtree  July 2015 - Present
Eliassen Group  March 2015 - May 2015
Lifesize, a division of Logitech  June 2014 - December 2014
Internap/iWeb   November 2013 - June 2014
XLane Inc.   2010 - 2013
Private Practice  2007 - 2009
Groupe Exponent   2004 - 2007
Dawson College  2005 - 2005
Lombard Odier  2002 - 2004
UBS Wealth Management   1999 - 2001

Skills
Start-ups, Entrepreneurship, Venture Capital, Business Strategy, Business Planning, Marketing Strategy, Intellectual Property, Project Finance, Licensing, Joint Ventures, Negotiation, New Business Development, Business Modeling, Strategic Planning, Strategy Development, Contract Negotiation, Entrepreneur, Scrum, Agile Methodologies, Agile Project Management, Agile Application..., Agile Web Development, Lean Startup, Lean Thinking, JIRA, Atlassian JIRA, Project Management, Team Building, Software Project..., Mobile Applications, Mobile Devices, Strategy

Education
McGill University   1995 — 1996
Law

Univ. of Puget Sound   1992 — 1995
Doctor of Law (J.D.), Law

Duke University   1984 — 1988
Bachelor's degree, Political Science and Government

Spartanburg Day School   1981 — 1984
High School Diploma

Amos Shaw Amos Shaw Greater Boston Area Details
Amos Shaw's UBS Wealth Management Experience May 2007 - August 2009
Job Team Lead at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  June 2015 - Present
Brown Brothers Harriman  June 2014 - June 2015
State Street  February 2009 - June 2014
UBS Wealth Management   May 2007 - August 2009

Skills
Equities, NAV Impact Analysis, Fixed Income, Market Analysis, Financial Reporting, Financial Services, Financial Statements, SAS70, FASB, Bloomberg Terminal, Analysis, Fund Accounting, Investments, Mutual Funds

Education
East Carolina University - College of Business   2004 — 2008
BSBA, Major: Finance, Minor: Political Science

David Hodskins David Hodskins San Francisco Bay Area Details
David Hodskins's UBS Wealth Management Experience April 2004 - April 2006
Job Financial Planner, Registered Investment Advisor
Industry Financial Services
Experience
Hodskins Financial Management LLC   May 2006 - Present
UBS Wealth Management   April 2004 - April 2006
R3Connect   July 2002 - October 2003
Publicis  January 1998 - December 1999
Hodskins Simone & Searls, Inc.   August 1978 - December 1997
HS&S  1975 - 1995

Skills
Portfolio Management, Asset Managment, Management, Strategic Financial..., Strategy, Business Development, Series 7, Investment Advisory, Wealth Management, Financial Services, Sales, Finance, Entrepreneurship, Start-ups, Financial Advisory

Education
University of California, Los Angeles   2004 — 2005
Professional Designation, Personal Financial Planning

Duke University
B.A., Psychology

University of North Carolina at Chapel Hill
Masters in Education

Michael Bennett-Chew Michael Bennett-Chew Charlotte, North Carolina Details
Michael Bennett-Chew's UBS Wealth Management Experience February 2014 - May 2014
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2015 - Present
Vanguard  June 2014 - September 2015
UBS Wealth Management   February 2014 - May 2014
Blue Ridge Companies  May 2011 - August 2013

Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Office, Valuation, Finance, Microsoft Word, Investments, Teamwork, Banking, Portfolio Management, Budgets, Facebook, Public Speaking

Education
Elon University   2010 — 2014
Bachelor of Science (BS), Finance, General

East Chapel Hill High   2006 — 2010

David Kusiel David Kusiel Greater Atlanta Area Details
David Kusiel's UBS Wealth Management Experience February 2009 - Present
Job Sr. VP Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2009 - Present
Morgan Stanley  May 2000 - February 2009
Sterne Agee  February 1993 - May 2000

Skills
Wealth Management, Management Consulting, Investments, Financial Analysis, Hedge Funds, Asset Managment, Asset Management, Equities, Strategy, Capital Markets

Education
Emory University   1980 — 1984

Emory University - Goizueta Business School   1980 — 1984
BBA

Charles Gits Charles Gits Greater Minneapolis-St. Paul Area Details
Charles Gits's UBS Wealth Management Experience March 1983 - Present
Job Financial Advisor with 30+ yrs experience. Sr Vice Pres. UBS Financial
Industry Financial Services
Experience
Loaves and Fishes MN  August 2014 - Present
UBS Wealth Management   March 1983 - Present
Cargill  May 1980 - March 1985

Education
Drake University   1976 — 1980
BA, Economics/ Human resources

Scott Copenhaver Scott Copenhaver Raleigh, North Carolina Details
Scott Copenhaver's UBS Wealth Management Experience January 2014 - Present
Job Assistant Complex Director, Executive Director, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   January 2014 - Present
Morgan Stanley  March 2002 - April 2013
Morgan Stanley  January 1998 - March 2002
Morgan Stanley  February 1994 - December 1997
CME Group  January 1993 - February 1994
Standard Chartered Bank  January 1990 - October 1992
PNC  May 1984 - December 1989
Cigna  February 1981 - April 1984
PNC  July 1978 - January 1981

Education
Drexel University - College of Business and Administration
Master of Business Administration (MBA), Finance and Financial Management Services

University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS), Operations Management and Supervision

Ryan Mihajlov Ryan Mihajlov Denver, Colorado Details
Ryan Mihajlov's UBS Wealth Management Experience September 2008 - November 2008
Job Senior Accountant
Industry Accounting
Experience
Xcel Energy  July 2015 - Present
Atlas Copco  April 2015 - July 2015
Atlas Copco  April 2014 - April 2015
Atlas Copco  September 2011 - March 2014
Reznick Group  November 2010 - March 2011
Smith Leonard PLLC  May 2009 - August 2009
UBS Wealth Management   September 2008 - November 2008
ACOOG   May 2008 - August 2008

Skills
Internal Controls, Microsoft Office, Accounting, Auditing, Forecasting, MS Office Suite, AS400 system, PowerPoint, Management, Accounts Payable, Caseware, Microsoft SQL Server, Microsoft Word, Microsoft Excel, Finance, Analysis, Financial Reporting, Access, Training, Financial Statements, Financial Analysis, DAX, PowerPivot

Education
Elon University - Martha and Spencer Love School of Business   2006 — 2010
BS, Accounting

Gislana Murihib Gislana Murihib Greater New York City Area Details
Gislana Murihib's UBS Wealth Management Experience March 2006 - 2007
Job Bus. Transformation Process Improvement Consulting
Industry Financial Services
Experience
Global Resources, LLC  December 2013 - Present
Alvarez & Marsal  September 2012 - Present
UBS Financial Services  January 2008 - November 2012
UBS Financial  March 2007 - August 2008
UBS Wealth Management   March 2006 - 2007
Congreso de Latinos   January 2000 - December 2005
Selbach y   January 1997 - December 1999

Skills
Vendor Management, Strategy, Talent Management, Business Analysis, Management, Program Management, Project Management, Financial Services, Risk Management, Strategic Planning, Performance Management, Business Process

Education
Universidad de Carabobo   1993 — 1998
Lic. Industrial Relationships

Aresty Institute of Executive
Education

Drexel University

University of Carabobo
Bachelors of Science, Industrial Relationships Specializations; Organizations/ Behavior

Antonio José De Sucre
Bachelor's of Science, Information and Technology Science

Alex Addison Alex Addison Greater New York City Area Details
Alex Addison's UBS Wealth Management Experience 2007 - 2008
Job Youth Soccer Coach, Personal Trainer, Precision Nutrition Certified
Industry Sports
Experience
UK Elite Soccer  March 2012 - Present
Bank of Tokyo-Mitsubishi UFJ  January 2012 - March 2012
Synergy Sponsorship Ltd   October 2011 - October 2011
UK Elite   September 2011 - September 2011
Royal Bank of Scotland  March 2011 - June 2011
Royal Bank of Canada Europe Limited   August 2010 - March 2011
BNP Paribas  March 2010 - August 2010
UBS - PCIM   July 2009 - January 2010
UBS - Credit   June 2008 - September 2008
UBS Wealth Management   2007 - 2008

Skills
AML, KYC, Training, Sports, Management, Sponsorship, Data Analysis, Football, Coaching, Personal Training, Sports Management

Education
Durham University   2006 — 2009
Sport, Sport and Marketing

David Berrigan David Berrigan Greater Philadelphia Area Details
David Berrigan's UBS Wealth Management Experience June 2010 - July 2010
Job Chase Leadership Development Program at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2013 - Present
Drexel University's LeBow College of Business  August 2012 - January 2013
The Vanguard Group  July 2010 - August 2011
UBS Wealth Management   June 2010 - July 2010

Skills
Investment Advisory, Microsoft Word, Microsoft Excel, Analysis, Financial Analysis, R, Risk Management, Financial Institutions, Financial Instruments, Banking, Bloomberg, CRM, Corporate Finance, Customer Service, Data Analysis, Economics, Equities, Finance, Financial Modeling, Financial Reporting, Investments, Leadership Development, Management, Mutual Funds, Portfolio Management, Statistics, Strategic Financial..., Valuation

Education
Drexel University   2011 — 2012
MS, Finance

Wake Forest University   2006 — 2010
BS, Business

Joe Girardin Joe Girardin Greater Detroit Area Details
Joe Girardin's UBS Wealth Management Experience November 2008 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   November 2008 - Present
Morgan Stanley  May 2004 - November 2008
General Motors  January 1999 - April 2004

Education
Northwood University - Richard DeVos Graduate School of Management   2000 — 2002
MBA

Eastern Michigan University   1991 — 1995

Anchor Bay

Sean Flanigan Sean Flanigan Raleigh-Durham, North Carolina Area Details
Sean Flanigan's UBS Wealth Management Experience December 1998 - May 2005
Job Branch Manager, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Morgan Stanley Smith Barney  May 2005 - August 2012
UBS Wealth Management   December 1998 - May 2005
Prudential Securities  April 1996 - December 1998

Education
Duquesne University   1990 — 1992
Master of Business Administration (MBA), Finance, General

Duquesne University   1986 — 1990
Bachelor's degree, Accounting and Business/Management

Central Catholic   1982 — 1986

Alexandra Hecker Alexandra Hecker Durham, North Carolina Details
Alexandra Hecker's UBS Wealth Management Experience January 2012 - August 2012
Job Ph.D. Student at Duke University
Industry Research
Experience
Duke University  August 2015 - Present
University of Mannheim  January 2015 - July 2015
Duke University  January 2013 - December 2014
UBS Wealth Management   January 2012 - August 2012

Skills
Stata, Economics, Valuation, Corporate Finance, Econometrics, Financial Modeling, Microsoft Word, Research, Data Analysis, Social Media

Education
Duke University   2015 — 2020
Doctor of Philosophy (PhD), Political Science

University of Mannheim   2015 — 2015
Doctor of Philosophy (PhD), Political Science

Duke University   2012 — 2013
Master of Arts (MA), Economics

The George Washington University   2008 — 2011
BSc, Economics

Miss Porter's School   2005 — 2007

Andrea Elkin Andrea Elkin Greater New York City Area Details
Andrea Elkin's UBS Wealth Management Experience 2003 - 2010
Job Award Winning Chief Learning Officer
Industry Financial Services
Experience
BNY Mellon  2015 - Present
BNY Mellon  2011 - 2015
UBS Wealth Management   2003 - 2010
Prudential Financial  2001 - 2003
ARE Consulting   1998 - 2001
Prudential Securities  1995 - 1998
Prudential Securities  1992 - 1995
Shearson Lehman Brothers  1986 - 1992

Skills
Talent Management, Leadership Development, Business Strategy, Talent Development, Process Improvement, Series 7, Series 24, Executive Coaching, Organizational..., Strategy, Risk Management

Education
Emory University
BBA

Richard Hoertner Richard Hoertner Greater Nashville Area Details
Richard Hoertner's UBS Wealth Management Experience 2003 - 2010
Job Customer Care HHP Order Management Specialist
Industry Automotive
Experience
Cummins Inc.  September 2014 - Present
Cummins, Inc  2010 - Present
UBS Wealth Management   2003 - 2010
MetLife Financial Services  1999 - 2003
Gibson Guitar  1993 - 1999
Kawai America   1985 - 1993

Skills
Finance, Investments, Strategic Financial..., Customer-focused, Series 7, Financial Services, Order Management, Sales&Marketing, Non-profit Board..., OEMs, Wealth Management, Retirement Planning, Risk Management, Sales, Employee Benefits, Business Strategy, Portfolio Management, Series 66, General Securities..., Registered Investment..., TN Insurance License, Microsoft Office Suite, Oracle Applications, SOMS, Siebel, PeopleSoft

Education
South Bay College   1983 — 1984
Accounting

El Camino College   1975 — 1976
Business Administration

Gardena High School   1973 — 1975

Matt Drews Matt Drews Sarasota, Florida Area Details
Matt Drews's UBS Wealth Management Experience March 2002 - August 2004
Job Real Estate, Sales, Rentals, Commercial, Residential, Listing, Buyers, Mortgage
Industry Food & Beverages
Experience
Michael Saunders & Company  September 2015 - Present
ONE Sarasota Realty   March 2012 - September 2015
Esio Water and Beverage of Sarasota   November 2009 - September 2015
Stanford Group Company  August 2004 - February 2009
UBS Wealth Management   March 2002 - August 2004
Detroit Tigers  July 1996 - March 2000
New York Yankees  June 1993 - July 1996

Skills
Wealth Management, Insurance, Investments, Banking, Real Estate, Investment Advisory, Sales Operations

Education
Eckerd College   2000 — 2002
Bachelors, Business Management

Sarasota High School   1990 — 1993
Diploma

Kyle Shoemaker Kyle Shoemaker Naples, Florida Details
Kyle Shoemaker's UBS Wealth Management Experience August 2011 - December 2011
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Fidelity Investments  August 2014 - Present
Fidelity Investments  December 2013 - Present
Fidelity Investments  January 2013 - December 2013
Fidelity Investments  May 2012 - December 2012
UBS Wealth Management   August 2011 - December 2011
Gleneagles Group  June 2011 - August 2011

Skills
Equities, Derivatives, Portfolio Management, Bloomberg, Hedge Funds, Series 63, Asset Allocation, Finance, Venture Capital, Financial Analysis, Investments, Wealth Management, Mutual Funds, Private Equity, Hedging, Investment Banking, Relationship Management, Economics, Fixed Income, Series 7, Investment Strategies, Securities, Options, Uniform Combined State..., ETFs, Equity Research, Bonds, Retirement Planning, Capital Markets, Equity Trading, Trading, FINRA

Education
Elon University - Martha and Spencer Love School of Business   2009 — 2012
BSBA, Finance

Jacob Harris Jacob Harris Greater Atlanta Area Details
Jacob Harris's UBS Wealth Management Experience May 2014 - August 2014
Job Incoming Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Corporate Finance  October 2014 - Present
UBS Wealth Management   May 2014 - August 2014

Skills
Public Speaking, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Social Media, Analytical Skills, Leadership, Microsoft Excel, Data Analysis, Marketing, Investments

Education
Emory University   2012 — 2016
Bachelor of Business Administration (BBA), Business Administration, GPA: 3.94

Ross Palley Ross Palley New York, New York Details
Ross Palley's UBS Wealth Management Experience June 2008 - August 2008
Job Compliance Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Castle Software  January 2013 - Present
Eze Castle Software  June 2011 - December 2012
Eze Castle Software  June 2010 - August 2010
Lincoln Financial Advisors  June 2009 - August 2009
UBS Wealth Management   June 2008 - August 2008

Skills
SQL, C#, Bloomberg Terminal, Microsoft Office, Windows, Hedge Funds, Compliance, Service Oriented...

Education
Emory University   2007 — 2011
BA, Political Science

Concord Academy   2003 — 2007

NYU School of Continuing and Professional Studies
Fundamentals of Business Law

Dan Tapiero Dan Tapiero New York, New York Details
Dan Tapiero's UBS Wealth Management Experience April 2014 - July 2015
Job Investor Relations at Artivest
Industry Financial Services
Experience
Artivest  July 2015 - Present
UBS Wealth Management   April 2014 - July 2015
UBS Wealth Management   August 2012 - April 2014
UBS  April 2011 - August 2011
Eli Lilly and Company  May 2010 - July 2010
Brightpoint  June 2009 - August 2009

Education
Emory University   2008 — 2012
BA, International Studies, Economics

Emory University   2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs

Park Tudor School

Park Tudor School

Philipp Werner Philipp Werner Washington D.C. Metro Area Details
Philipp Werner's UBS Wealth Management Experience June 2014 - September 2014
Job Summer Intern at SAP
Industry Information Technology and Services
Experience
SAP  June 2015 - Present
UBS Wealth Management   June 2014 - September 2014
EDC Consulting LLC  May 2013 - August 2013
Capital Area Food Bank of DC  April 2012 - May 2012
Volunteer at Kidball   July 2011 - August 2011

Skills
Customer Service, DoD, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Government, Recruiting, Operations Management, Oracle, IT Recruitment, Process Improvement, Staffing Services, Communication, PeopleSoft, Training, Analysis, SAP, System Administration, Program Management, Enterprise Software, Risk Management, Software Documentation, Consulting, Public Speaking, Social Media, Research

Education
Dickinson College   2013 — 2016
International Business

Hofstra University   2012 — 2013

St. Andrews

Timothy Golas Timothy Golas Hartford, Connecticut Area Details
Timothy Golas's UBS Wealth Management Experience February 2007 - April 2009
Job Wealth Curation for Today & Tomorrow's Most Successful Executives
Industry Financial Services
Experience
Spurstone Executive Wealth Solutions   April 2009 - Present
EquityPowerPlus   September 2009 - Present
UBS Wealth Management   February 2007 - April 2009
MetLife Financial Services  June 2005 - April 2007

Education
Eastern Connecticut State University   2001 — 2005
B.S., Business Finance

Matthew Feldman Matthew Feldman Schenectady, New York Details
Matthew Feldman's UBS Wealth Management Experience July 2012 - August 2012
Job Financial Management Program at GE
Industry Financial Services
Experience
GE  July 2014 - Present
UBS WEALTH MANAGEMENT   July 2012 - August 2012

Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Facebook, QuickBooks, Social Media, Financial Analysis, Finance, Analysis, Sales, Access, Bloomberg Terminal, Tableau, SAP ERP

Education
Elon University - Martha and Spencer Love School of Business   2010 — 2014
BS Accounting & BSBA Finance

Alexander Mesoras Alexander Mesoras New York, New York Details
Alexander Mesoras's UBS Wealth Management Experience June 2011 - August 2011
Job East Coast Page at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc.   May 2015 - Present
Cambridge Associates  June 2014 - May 2015
PNC  June 2013 - August 2013
Acosta Sales & Marketing  July 2012 - September 2012
CareerSpots.com   February 2012 - April 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Social Media, Public Speaking, Community Outreach, PowerPoint, Team Synergy, Microsoft Excel, Research, Microsoft Word, Fundraising, Event Planning, Microsoft Office, Public Relations, Facebook, Editing, Spanish, Pushing the Envelope

Education
Dickinson College   2010 — 2014
BA, International Business & Management, Economics, Cum Laude

Universidad de Málaga   2012 — 2012
Spanish Language and Literature

North Allegheny

Amy Irving Amy Irving Miami/Fort Lauderdale Area Details
Amy Irving's UBS Wealth Management Experience September 2004 - December 2005
Job Marketing, Communications and Development Consultant
Industry Marketing and Advertising
Experience
Prescott Media   January 2014 - Present
Isabelle Media   January 2008 - Present
Morgan Stanley Investment Management  January 2005 - January 2007
UBS Wealth Management   September 2004 - December 2005
Smith Barney Brokerage Firm  July 2002 - August 2003

Skills
Editing, Blogging, Creative Writing, Copy Editing, Social Media, Proofreading, Research, Public Speaking, Journalism, Microsoft Office, Public Relations, Teaching, Editorial, Storytelling, Social Networking, Press Releases, Web Content

Education
Emory University
Creative writing

Emory University - Goizueta Business School
Finance/operations management

Stuyvesant

Aditya Vikram Kashyap Aditya Vikram Kashyap New York, New York Details
Aditya Vikram Kashyap's UBS Wealth Management Experience August 2011 - September 2011
Job Department of General Assembly at United Nations
Industry International Affairs
Experience
United Nations  May 2015 - Present
Drexel University  August 2013 - January 2014
Drexel University  November 2012 - December 2013
SEI  September 2012 - January 2013
Drexel University's LeBow College of Business  October 2011 - March 2012
UBS Wealth Management   August 2011 - September 2011
Ernst & Young  May 2009 - July 2009

Skills
Data Analysis, Analytics, Marketing Research, Management Consulting, Leadership, Research, Analysis, Management, Microsoft Office, Business Development, Financial Analysis, Finance, Training, Business Strategy, Case Managment, Marketing, Strategy, Strategic Planning, Project Management, Business Analysis, Financial Modeling, Marketing Strategy, Risk Management, Financial Accounting, Process Improvement, Economics, SPSS

Education
New York University   2015 — 2016
Master of Science (M.S.) Risk Management & Business Strategy

Drexel University   2010 — 2013
Bachelor of Science in Business Administration (B.S.B.A.)

Ben Neikirk Ben Neikirk Louisville, Kentucky Details
Ben Neikirk's UBS Wealth Management Experience May 2013 - August 2013
Job Marketing Intern at LST Properties LLC
Industry
Experience
Elon University Campus Recreation  September 2013 - Present
LST Properties LLC   May 2015 - August 2015
Mandler Properties, LLC.   June 2014 - September 2014
UBS Wealth Management   May 2013 - August 2013
Audubon Country Club  May 2013 - August 2013

Skills
Real Estate, Finance, Investments, Financial Analysis, Sales, Product Marketing, Spanish, Retirement Planning, Retail Banking, Accounting, Portfolio Management, Microsoft Excel, PowerPoint, Public Speaking, Social Media, QuickBooks, Deal Execution, Purchasing Negotiation

Education
Elon University - Martha and Spencer Love School of Business   2012 — 2016
International Business, Marketing, Spanish

St. Xavier High School   2008 — 2012
High School

Patrick Shivers Patrick Shivers New York, New York Details
Patrick Shivers's UBS Wealth Management Experience September 2010 - December 2010
Job Associate
Industry Investment Banking
Experience
UBS Investment Bank  August 2013 - Present
UBS Investment Bank  March 2013 - August 2013
UBS Investment Bank  January 2011 - March 2013
UBS Wealth Management   September 2010 - December 2010
Hubbard Sand & Gravel   June 2007 - December 2010

Skills
Fixed Income, Middle Office, Funding, Portfolio Management, Financial Analysis, MBS, Loans, Microsoft Excel, Swaps, Data Analysis, Business Analysis, Finance, Investment Banking, Risk Management

Education
Dowling College   2010 — 2010
MBA, Corporate Finance

University at Albany, SUNY   2003 — 2007
BA, Political Science

Benjamin B. Wells Benjamin B. Wells Hunt Valley, Maryland Details
Benjamin B. Wells's UBS Wealth Management Experience March 2015 - Present
Job Branch Administrative Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management   March 2015 - Present
UBS Wealth Management   October 2007 - March 2015
UBS Investment Bank  August 2006 - August 2007

Education
The Johns Hopkins University - Carey Business School   2011 — 2014
Master of Business Administration (M.B.A.)

Mountbatten International Graduate Program   2006 — 2007

Dickinson College   2002 — 2006

The Boys' Latin School of Maryland   1994 — 2002

Catie Morici Catie Morici San Diego, California Details
Catie Morici's UBS Wealth Management Experience January 2005 - July 2005
Job Director of Private Wealth Services at HighTower Advisors
Industry Financial Services
Experience
HighTower  June 2012 - Present
UBS Financial Services, Inc  2005 - June 2012
UBS Wealth Management   January 2005 - July 2005
State Street  June 2003 - January 2005
Deutsche Bank  July 2001 - June 2003

Education
Elon University   1997 — 2001
Bachelor of Science, Business Administration

Denise Forbes Denise Forbes Housatonic, Massachusetts Details
Denise Forbes's UBS Wealth Management Experience April 2007 - April 2009
Job Sales Director at Elite Collections in Cape Town
Industry Leisure, Travel & Tourism
Experience
Elite Collections in Cape Town   July 2015 - Present
An English Hideaway Inn   December 2010 - Present
South Africa Sun Ltd.   March 2003 - Present
Killik & Co  April 2010 - November 2010
UBS Wealth Management   April 2007 - April 2009
Citibank  1997 - 2000

Education
Dowling College   1998 — 1999
BA, Finance

Saint John's University   1996 — 1998
BA, Finance

St Jospeh's Patron

Arthur Michaels Arthur Michaels Atlanta, Georgia Details
Arthur Michaels's UBS Wealth Management Experience January 2013 - January 2014
Job Internal Wholesaler at John Hancock Retirement Plans
Industry Financial Services
Experience
John Hancock Financial Services  July 2015 - Present
John Hancock Financial Services  March 2015 - June 2015
John Hancock Financial Services  January 2014 - February 2015
UBS Wealth Management   January 2013 - January 2014
Fed Challenge   September 2012 - December 2012
UBS Wealth Management   June 2012 - August 2012
BLUE HEN INVESTMENT CLUB  January 2011 - October 2011
OFFICE OF COMMUNICATIONS AND MARKETING   January 2010 - October 2011
ELS Managment (Marketing firm whose clients include power remodeling, direct tv, home depot)   June 2011 - August 2011
Merrill Lynch  February 2011 - May 2011

Skills
Investments, Portfolio Management, Microsoft Excel, Research, Market Research, Management, •Proficient in..., •Goal oriented with..., Series 63, Life Insurance, Bloomberg Terminal, Hedge Funds, Microsoft Office, Leadership, Social Media, Public Speaking, PowerPoint, Microsoft Word, Analysis, Finance

Education
UNIVERSITY OF ELON   2012 — 2014
Bachelor of Science (B.S.), Finance, General

Elon University - Martha and Spencer Love School of Business   2011 — 2014
Bachelor of Science (BS), Finance, General

University of Delaware   2009 — 2011

Amelia Garland Amelia Garland New York, New York Details
Amelia Garland's UBS Wealth Management Experience June 2013 - August 2013
Job Account Manager
Industry Commercial Real Estate
Experience
Bisnow  September 2014 - Present
UBS Wealth Management   June 2013 - August 2013
Institutional Investor  June 2012 - August 2012

Skills
Digital Marketing, Social Media, Lead Generation, Salesforce.com, Cvent, Microsoft Word, PowerPoint, Microsoft Excel, German, French, Spanish, Facebook, Public Speaking, Research, Project Management, Singing, Women's Issues

Education
Elon University   2010 — 2014
Bachelor of Arts (B.A.), International Studies, German Studies

University of Heidelberg
German Studies

David H. Jacob David H. Jacob Durham, North Carolina Details
David H. Jacob's UBS Wealth Management Experience May 2010 - August 2010
Job MBA Candidate Duke University, The Fuqua School of Business
Industry Venture Capital & Private Equity
Experience
Duke Angel Network   August 2015 - Present
Sheridan Legacy Group   July 2013 - July 2015
SunTrust Robinson Humphrey  June 2011 - July 2013
UBS Wealth Management   May 2010 - August 2010

Skills
Financial Analysis, Growth Capital, Financial Modeling, Investment Banking, Bloomberg, Valuation, Equities, Corporate Finance, Capital Markets, Equity Research, Investments, LBO, Mergers & Acquisitions, Portfolio Management, Private Equity, Finance

Education
Duke University - The Fuqua School of Business   2015 — 2017
Master of Business Administration (MBA)

Miami University   2007 — 2011
Bachelor of Science (B.S.), Finance

Thomas Worthington High School   2003 — 2007

Connor Cortese Connor Cortese Garden City, New York Details
Connor Cortese's UBS Wealth Management Experience June 2014 - August 2014
Job Assistant Manager, Middle Office at Scotiabank
Industry Financial Services
Experience
Scotiabank  March 2015 - Present
UBS Wealth Management   June 2014 - August 2014
New York Mercantile Exchange  June 2013 - August 2013
Garden City Recreation  June 2011 - 2012

Skills
Microsoft Word, Microsoft Excel, Wealth Management, Financial Analysis, Morningstar, Bloomberg Software, PowerPoint, Social Networking

Education
High Point University   2014 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.669

Dickinson College   2010 — 2012
Economics

Garden City High School   2006 — 2010
High School

Chanel O'Brien Chanel O'Brien Greater Philadelphia Area Details
Chanel O'Brien's UBS Wealth Management Experience June 2011 - August 2011
Job Engineering Associate at IPS
Industry Mechanical or Industrial Engineering
Experience
Integrated Project Services  September 2012 - February 2013
RealWinWin  September 2011 - March 2012
UBS Wealth Management   June 2011 - August 2011
Achievement First  June 2010 - August 2010
Techmasters   September 2008 - June 2010
Phillips Academy Art Store   September 2008 - June 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, AutoCAD, Revit, Matlab, Analysis, MS Project, Engineering

Education
Drexel University   2010 — 2015
BS/MS in Mechanical Engineering, Mechanical Engineering

Phillips Academy   2006 — 2010
High School Diploma

Carson Goff Carson Goff Madison, Wisconsin Details
Carson Goff's UBS Wealth Management Experience January 2014 - Present
Job Client Service Associate at The Burish Group of UBS Financial Services Inc.
Industry Marketing and Advertising
Experience
UBS Wealth Management   January 2014 - Present
SHOPBOP EAST DANE  April 2013 - January 2014
United Way of Dane County  May 2013 - August 2013

Education
Edgewood College   2011 — 2013
Bachelor of Science, Business Management

Matt Sopher Matt Sopher Greater New York City Area Details
Matt Sopher's UBS Wealth Management Experience June 2005 - August 2005
Job The Fuqua School of Business
Industry Financial Services
Experience
Guardian Life  June 2015 - Present
Wells Fargo Securities  May 2014 - August 2014
Sopher Investment Management  January 2012 - June 2013
AIG  July 2007 - December 2011
UBS Wealth Management   June 2005 - August 2005

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Strategy and Social Entrepreneurship

Lehigh University
Bachelor of Science (BS), Finance

Holderness School   1999 — 2003

Sarah Frey Sarah Frey Tampa, Florida Details
Sarah Frey's UBS Wealth Management Experience October 2008 - December 2009
Job Zone Sales Manager, Nestlé Waters North America
Industry Food & Beverages
Experience
Nestlé Waters North America  September 2014 - Present
IRONMAN  October 2010 - September 2014
lululemon athletica  January 2012 - August 2012
Two Men and A Truck  January 2010 - September 2010
UBS Wealth Management   October 2008 - December 2009
PepsiCo  May 2008 - December 2008
Kerr Corporation  July 2005 - September 2007

Skills
Event Planning, Social Media, Marketing, Event Management, Customer Service, Social Media Marketing, Fundraising, Marketing Communications, Public Speaking, Social Networking, Advertising, Volunteer Management, Microsoft Excel, Human Resources, Microsoft Word, Volunteer Coordination, Online Marketing, Email Marketing, Networking Events, Customer Relations, Sales Management, Sales, Business Networking, Excel, Word, Direct Sales, Sales Process

Education
Edgewood College   2006 — 2010
Bachelor of Science in Business, Marketing

Daniel Merino Daniel Merino Charlotte, North Carolina Details
Daniel Merino's UBS Wealth Management Experience June 2014 - September 2014
Job Bilingual Sales Executive at QuintEvents
Industry Sports
Experience
QuintEvents  March 2015 - Present
UHY International  November 2014 - January 2015
UBS Wealth Management   June 2014 - September 2014
Horizon Lines  March 2014 - June 2014
KPMG  June 2013 - August 2013
Siemens  June 2012 - December 2012

Skills
Networking, Sales Management, Finance, Microsoft Office, Risk Management, Accounting, Spanish-English, Spanish, Financial Accounting, Leadership, Financial Analysis, SAP, Project Management, Internal Audit, Forecasting, Auditing, Public Speaking, Customer Service, Microsoft Excel, Social Media, PowerPoint, Management

Education
Queens University of Charlotte   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing Concentration

Ecole supérieure des Sciences commerciales d'Angers   2013 — 2013
Bachelor of Business Administration (B.B.A.), International Business

Alison Gourd Alison Gourd Greater New York City Area Details
Alison Gourd's UBS Wealth Management Experience June 2011 - July 2011
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   April 2014 - Present
New York Life & MainStay Investments  June 2012 - April 2014
UBS Wealth Management   June 2011 - July 2011
Sirius Thinking, Ltd.   June 2010 - August 2010
Gianmaria Buccellati   May 2009 - July 2009

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance

Colin Van Rye Colin Van Rye Elmwood Park, New Jersey Details
Colin Van Rye's UBS Wealth Management Experience February 2013 - Present
Job Corporate Employee Financial Services Representative International Desk at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2013 - Present
Colosseum Health & Fitness Health Club   June 2012 - August 2012
Milliman  April 2012 - June 2012
UBS  January 2012 - April 2012
Pelt Capital   June 2010 - July 2011
Professional Parking Services   August 2005 - June 2011
Hasbrouck Heights Public Schools Business Administration Office   June 2009 - August 2009

Skills
Outstanding time..., Organizational..., Communication Skills, Microsoft Office, Bloomberg Software, Bloomberg Terminal, REDI, RediPlus, RPAS, Dbase, Apple, Exceptional Listener, Microsoft Excel, Time Management

Education
Dominican College of Blauvelt   2006 — 2010
Bachelor's degree, Finance and Financial Management Services

Kathleen Canavan Kathleen Canavan Greater Boston Area Details
Kathleen Canavan's UBS Wealth Management Experience February 2010 - December 2010
Job Audit Associate at PwC
Industry Accounting
Experience
PwC  August 2011 - Present
Elon University  August 2007 - May 2011
UBS Wealth Management   February 2010 - December 2010
PwC  May 2010 - August 2010
Reliable Dry Cleaners   February 2005 - August 2007
State Senator Scott Brown   June 2005 - August 2006

Skills
PowerPoint

Education
Elon University   2007 — 2011
BS, Accounting and Business Administration with a Concentration and Finance; Minor in Economics

Sam Skinner Sam Skinner Winnetka, Illinois Details
Sam Skinner's UBS Wealth Management Experience June 2011 - August 2013
Job Student at Duke University
Industry Public Policy
Experience
Lightbank  May 2015 - Present
Intersport  July 2014 - August 2014
U.S. House of Representatives   May 2014 - June 2014
DUMAC, LLC  November 2013 - May 2014
UBS Wealth Management   June 2011 - August 2013

Skills
Stata, SPSS, R, SAS, Financial Modeling, Macroeconomics, Bloomberg Terminal, Financial Analysis, Finance, Social Media, Microsoft Word, Valuation

Education
Duke University   2012 — 2016
Bachelor's Degree, Public Policy, Markets and Management Studies Certificate

New Trier High School   2008 — 2012

Adrienne Frietsch Adrienne Frietsch Greater Boston Area Details
Adrienne Frietsch's UBS Wealth Management Experience September 2010 - December 2010
Job Financial Administrator at Wellington Management
Industry Investment Management
Experience
Wellington Management  October 2013 - Present
Wellington Management  September 2011 - October 2013
UBS Wealth Management   September 2010 - December 2010
UMass Medical School  June 2009 - August 2009

Skills
Analysis, Equities, Investments, Finance, Financial Analysis, Risk Management, Corporate Finance, Accounting, Financial Reporting, Account Reconciliation, Cash Management, Cash Flow

Education
Elon University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Elon University - Martha and Spencer Love School of Business   2007 — 2011
B.S.B.A, Finance

Lawrence Stevenson Lawrence Stevenson Charlotte, North Carolina Details
Lawrence Stevenson's UBS Wealth Management Experience July 2013 - August 2013
Job Investment Banking Summer Analyst at Deloitte Corporate Finance LLC
Industry Real Estate
Experience
Deloitte Corporate Finance  June 2015 - August 2015
Gaskin Teed Capital   July 2014 - August 2014
UBS Wealth Management   July 2013 - August 2013

Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Social Media

Education
Duke University   2012 — 2016
Senior

The Lawrenceville School   2008 — 2012

Tracy Catlin Tracy Catlin Cleveland/Akron, Ohio Area Details
Tracy Catlin's UBS Wealth Management Experience June 2011 - March 2012
Job Advisory Practice Manager at Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners  March 2012 - Present
UBS Wealth Management   June 2011 - March 2012
UBS Wealth Management   May 2010 - August 2010
Zeta Tau Alpha  November 2008 - November 2009

Skills
Investments, Strategic Financial..., Alternative Investments, Finance, Wealth Management, Securities, Financial Advisory, Portfolio Management, Retirement Planning, Financial Services, Series 63, Series 7

Education
Elon University - Martha and Spencer Love School of Business   2007 — 2011
Bachelor of Science (B.S.), Finance & Accounting

Kenston High School   2003 — 2007

Ellington Lang Ellington Lang Greater Atlanta Area Details
Ellington Lang's UBS Wealth Management Experience May 2005 - August 2005
Job Asset Manager
Industry Financial Services
Experience
US Premium Finance  August 2009 - August 2014
Urban Land Institute  September 2008 - January 2009
Emory University  August 2005 - June 2008
Emory University  August 2005 - May 2008
Emory University  March 2007 - August 2007
Amalgamated Bank of Chicago  May 2006 - August 2006
UBS Wealth Management   May 2005 - August 2005
Better Homes and Gardens Gloor Realty Company   March 2001 - August 2004

Skills
Excel, PowerPoint, Word, Customer Service, Research, Microsoft Excel, Microsoft Word, Financial Modeling, Risk Management, Financial Analysis, Public Speaking, Management, Data Analysis, Marketing Strategy, Community Outreach, Spanish, Event Planning, Leadership, Fundraising, Strategic Planning, Nonprofits, Economics, Access, Insurance

Education
Emory University   2004 — 2008
Bachelor of Arts, Economics

OPRF   2000 — 2004

Liza Carey Liza Carey New York, New York Details
Liza Carey's UBS Wealth Management Experience September 2009 - December 2009
Job Vice President, Strategic Planning & Execution, Investment Management & Guidance at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  October 2013 - Present
Merrill Lynch  November 2011 - October 2013
Merrill Lynch  July 2010 - November 2011
NBC Universal  February 2010 - March 2010
UBS Wealth Management   September 2009 - December 2009
NBC  June 2009 - August 2009
AGS Specialists  June 2007 - July 2007

Skills
Investments, Strategy, Portfolio Management, Analysis, Strategic Planning, Wealth Management, Risk Management, Due Diligence, Series 7, Financial Analysis, Asset Allocation, Microsoft Office, Investment Strategies

Education
Elon University - Martha and Spencer Love School of Business   2006 — 2010
BS, Business Administration; Finance

The Umbra Institute   2008 — 2008
Italian Culture

The Taft School   2003 — 2006
High School

David Pullman David Pullman Greater Boston Area Details
David Pullman's UBS Wealth Management Experience February 2011 - April 2011
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  February 2014 - Present
BlackRock  September 2012 - February 2014
Elon University  September 2008 - September 2012
UBS Wealth Management   February 2011 - April 2011
Wequassett Inn Resort and Golf Club   June 2010 - August 2010

Skills
Excel, PowerPoint, Microsoft Office, Word, Access, Microsoft Word, Social Media, Microsoft Excel, Sales, Management, Customer Service, Accounting, Financial Analysis

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
B.S.B.A., B.A., Finance, Economics

Paul Munsie Paul Munsie Vero Beach, Florida Details
Paul Munsie's UBS Wealth Management Experience September 2007 - April 2009
Job Founder / CEO at Epic Missions Inc
Industry Nonprofit Organization Management
Experience
Epic Missions Inc   2011 - Present
Christo Interactive, LLC   2010 - Present
Hope For Families Adoption and Counseling Service   2009 - August 2011
UBS Wealth Management   September 2007 - April 2009
Primary Residential Mortgage  September 2005 - September 2007
SunTrust Mortgage  February 2004 - August 2005
Irwin Mortgage  1999 - 2004
Vice President Residential Mortgage Operations   1994 - 1999
BellSouth  1982 - 1994

Skills
Program Management, Management, Marketing Strategy, Start-ups, Leadership, Sales, Marketing, Public Speaking, Mediation, Mortgage Lending, Refinance

Education
Eastern Nazarene College   1978 — 1981
Bachelors, English

Manchester High School   1975 — 1978
Graduate, General Degree

Patrick Monfiston-Desir Patrick Monfiston-Desir Greater New York City Area Details
Patrick Monfiston-Desir's UBS Wealth Management Experience 2000 - 2002
Job Certified Flight Instructor (CFIA, MEI, IGI) Aircraft Dispatcher
Industry Airlines/Aviation
Experience
Ventura Air Services  June 2015 - Present
Talon Air, Inc.   May 2015 - Present
Nassau Flyers Inc   February 2015 - May 2015
FGI Finance  2010 - 2011
JPMorganChase Investment Services   2005 - 2006
Merrill Lynch  2004 - 2005
Oppenheimer & Co. Inc.   2003 - 2004
UBS Wealth Management   2000 - 2002

Skills
Commercial Aviation, Finance

Education
Embry-Riddle Aeronautical University   2011 — 2015
Bachelor of Science (BSc), Aeronautics/Aviation/Aerospace Science and Technology, General, Magna Cum Laude

Airline Transport Professionals   2013 — 2014
Airline Career Pilot Program, Certifications: CFI-A, MEI, CSEL, CMEL, IGI

Carlos A Rodriguez Carlos A Rodriguez Dallas, Texas Details
Carlos A Rodriguez's UBS Wealth Management Experience August 2004 - June 2006
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS  March 2009 - Present
Merrill Lynch  June 2006 - March 2009
UBS Wealth Management   August 2004 - June 2006
PaineWebber  March 2002 - August 2004
Bank of America  November 1998 - March 2002
Army National Guard  January 1996 - January 2002

Skills
Risk Management, Portfolio Management, Asset Management, Equities, Finance, Financial Analysis, Asset Allocation, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Securities, Series 63, Series 7, Strategic Planning, Wealth Management

Education
Durham University   2014 — 2016
Executive MBA program

UNLV   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance

Phil McCarthy Phil McCarthy New York, New York Details
Phil McCarthy's UBS Wealth Management Experience March 2004 - March 2006
Job Senior Financial Advisor at Bank of America/Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Bank of America/Merrill Lynch Global Wealth Management   March 2006 - Present
UBS Wealth Management   March 2004 - March 2006
Country Living Magazine  April 2003 - July 2003
Bouley  January 2003 - June 2003
Linklaters  May 1998 - April 2002
White & Case LLP  September 1996 - May 1998
KPMG  September 1995 - June 1996
Citibank  May 1994 - August 1994
Winthrop, Stimson, Putnam & Roberts   October 1989 - July 1993
Webster & Sheffield  May 1988 - August 1988

Skills
Investments, Capital Markets, Private Equity, Due Diligence, Asset Managment, Securities, Estate Planning, Corporate Finance, Hedge Funds, Alternative Investments, Equities, Mergers, Structured Finance, Private Banking, Aircraft Finance, Asset Backed Financing, Project Finance, Litigation, Family Law, Asset Allocation, Retirement Planning, Risk Management, Cooking, Wine Lists, Fine Art, Antiques, Writing, Poetry, Wealth, Mergers, Investment Advisory, Asset Management

Education
French Culinary Institute/Cornell School of Hotel Management   2003 — 2003
Certificate in Restaurant Management, Restaurant/Food Services Management

French Culinary Institute   2002 — 2003
Grand Diplome, Cooking, 90/100

University of Chicago Graduate School of Business   1993 — 1995
MBA, Finance, 3.7

Duke University School of Law   1987 — 1989
JD, Law

Washington and Lee University School of Law   1986 — 1987
Law

Cornell University, College of Arts & Sciences   1982 — 1986
AB, English, Art History

Deerfield Academy
High School Diploma

Jacqueline Carmelo Jacqueline Carmelo Farmington, Connecticut Details
Jacqueline Carmelo's UBS Wealth Management Experience June 2010 - August 2010
Job Executive Assistant at UConn Health
Industry Higher Education
Experience
UConn Health  May 2015 - Present
UConn Health  April 2013 - May 2015
CT Chapter National Association of Hispanic Nurses   April 2012 - April 2013
D-Star Engineering Corp  April 2012 - April 2013
Waddell and Reed  January 2011 - May 2011
UBS Wealth Management   June 2010 - August 2010
El Torero Mexican Restaurant   April 2008 - May 2010

Skills
PowerPoint, Outlook, Access, Microsoft Excel, Microsoft Word, Event Planning, Market Research, Time Management, Social Networking, Leadership

Education
Eastern Connecticut State University   2007 — 2011
Bachelors, Business Administration

Tom Wright, CFP® Tom Wright, CFP® Richmond, Virginia Details
Tom Wright, CFP®'s UBS Wealth Management Experience 1998 - 2000
Job President at WRIGHT Financial Group LLC
Industry Financial Services
Experience
WRIGHT Financial Group LLC   March 2012 - Present
Wells Fargo  2002 - 2005
Wachovia Securities  2000 - 2002
UBS Wealth Management   1998 - 2000
Edward Jones  1994 - 1998
American Stock Exchange  1988 - 1994

Skills
Investments, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Strategic Financial..., Series 7, Wealth Management, Asset Managment, Financial Analysis, Insurance, Financial Modeling, Investment Advisory, Equities, Relationship Management, Series 63, Business Development, Mutual Funds, Finance

Education
New York University   2009 — 2011
Certificate, Financial Planning

Drew University   1983 — 1987
BA, Economics

Frank Piccola Frank Piccola Greater New York City Area Details
Frank Piccola's UBS Wealth Management Experience October 2010 - December 2010
Job Account Executive, Buyer Cloud at Rubicon Project
Industry Online Media
Experience
Rubicon Project  June 2015 - Present
Varick Media Management  October 2014 - June 2015
About.com  May 2012 - October 2014
Eastern Suffolk BOCES  September 2009 - June 2012
UBS Wealth Management   October 2010 - December 2010

Skills
Marketing, Social Media, Sales, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Online Advertising, Financial Analysis, Research, Advertising, Project Management, Account Management, Online Marketing, Digital Media, Digital Marketing, Digital Strategy, Integrated Marketing, Analysis, Management, Marketing Communications, Customer Service, Program Management, Editing, Business Development, Facebook, New Business Development, Human Resources, Marketing Strategy, Salesforce.com, Social Networking, Email Marketing, SEO, Leadership, Negotiation

Education
Dowling College   2010 — 2011
2011 M.B.A., Business Administration Corporate Finance

New York Institute of Technology   2007 — 2009
2009 Bachelor of Science, International Business

Paul Buckley Paul Buckley Greater New York City Area Details
Paul Buckley's UBS Wealth Management Experience November 2000 - September 2004
Job Head of Product Management and Sales in the Americas at FastMatch Inc
Industry Capital Markets
Experience
FastMatch Inc   January 2014 - March 2015
Credit Suisse  November 2007 - January 2014
UBS Investment Bank  November 2004 - September 2007
UBS Wealth Management   November 2000 - September 2004

Skills
Electronic Trading, FX Options, Asset Management, Capital Markets, Derivatives, Emerging Markets, Equities, FX trading, Financial Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Prime Brokerage, Proprietary Trading, Trading, Trading Systems, FX Trading

Education
Duke University   1996 — 1997
MA, Economics

Hobart and William Smith Colleges   1989 — 1993

Owen Todd Owen Todd Greater New York City Area Details
Owen Todd's UBS Wealth Management Experience 2007 - Present
Job Service Manager and Delivery Specialist at UBS
Industry Financial Services
Experience
UBS Wealth Management   2007 - Present
Morgan Stanley  June 1994 - March 2007

Skills
Series 7, Series 66, Release Management, Project Management, Application Support, Business Analysis, Applications Software..., Six Sigma, ITIL V3, PMO, ITIL, IT Management, SDLC, Vendor Management, Software Project..., Leadership, Outsourcing, Project Portfolio..., Risk Management, IT Strategy, Visio, Trading Systems, PMP, Financial Services, Integration, Enterprise Architecture, Disaster Recovery, Banking, Project Delivery, Requirements Analysis, Business Process, Requirements Gathering, User Acceptance Testing, IT Service Management, Business Process..., Resource Management

Education
DeVry University
BS, Computer Information System

Richard Kutsch, MD Richard Kutsch, MD Raleigh-Durham, North Carolina Area Details
Richard Kutsch, MD's UBS Wealth Management Experience 2015 - 2015
Job Pharmacovigilance Professional
Industry Pharmaceuticals
Experience
ARKAYMD - Safety, LLC   November 2011 - Present
UBS Wealth Management   2015 - 2015
UBS Wealth Management   2015 - 2015
Live Oak Wealth Management   2015 - 2015
UBS Wealth Management   2015 - 2015
Live Oak Wealth Management   2015 - 2015
Drug Safety Alliance, Inc.   October 2012 - July 2014
Drug Information Association (DIA)   2013 - 2013
HR Directions, LLC   November 2011 - October 2012
SSI Strategy   November 2011 - February 2012

Skills
Clinical Trials, Clinical Research, Clinical Development, Regulatory Affairs, Medical Writing, GCP, Pharmaceutical Industry, CTMS, Pharmacovigilance, Oncology, Biotechnology, FDA, CRO, Medicine, Infectious Diseases, Lifesciences

Education
Emory University School of Medicine   1971 — 1975
MD

Emory University School of Allied Health Sciences   1969 — 1971
M.M.Sc.

Emory University   1964 — 1968
BA

Pfeiffer University   1997 — 1999
MBA/MHA

NCRAF RAC Course

Mika Tanimoto Mika Tanimoto Greater Los Angeles Area Details
Mika Tanimoto's UBS Wealth Management Experience June 2005 - August 2005
Job General Manager at Eureka! Restaurant Group
Industry Food & Beverages
Experience
Maradentro   April 2015 - Present
Eureka! Restaurant Group  May 2014 - August 2014
Eureka! Restaurant Group  January 2014 - May 2014
Eureka! Restaurant Group  May 2013 - January 2014
Hillstone Restaurant Group  June 2011 - May 2013
IL Mulino New York  January 2011 - May 2011
GrowthPoint Technology Partners  November 2007 - September 2009
Banc of America Securities  June 2006 - August 2007
UBS Wealth Management   June 2005 - August 2005

Skills
Financial Modeling, Business Strategy, Strategy, Due Diligence, Financial Analysis, Strategic Planning, Microsoft Excel, Business Development, Investments, Microsoft Office, Mergers & Acquisitions, Wine, Craft Beer, Restaurant Management, New Restaurant Openings, Social Media, Wine & Spirits Industry, Wine Pairing, Culinary Management, Culinary Skills, Food, Management, Food, Food & Beverage

Education
Duke University   2002 — 2006
BSE

ISTP

Eric Laessig Eric Laessig Greater New York City Area Details
Eric Laessig's UBS Wealth Management Experience 2004 - 2006
Job VP and Chief Architect at The Clearing House
Industry Financial Services
Experience
The Clearing House  July 2010 - Present
New York Life Insurance Company  2006 - July 2010
UBS Wealth Management   2004 - 2006
Deutsche Bank  2000 - 2004
Lexington Management / ING   1995 - 2000
UPS  1987 - 1994

Skills
IT Strategy, Enterprise Architecture, Vendor Management, Outsourcing, Program Management, IT Management, Solution Architecture, SDLC, Business Analysis, Integration, Agile Methodologies, Disaster Recovery, PMP, Business Intelligence, SharePoint, Software Project..., Unix, SaaS, SOA

Education
Dominican College of Blauvelt
BS CIS, Computer Science

Tom Freedman Tom Freedman Allentown, Pennsylvania Area Details
Tom Freedman's UBS Wealth Management Experience June 2000 - July 2005
Job Senior Applications Manager at Bell Canyon Consulting
Industry Information Technology and Services
Experience
Bell Canyon Consulting   March 2014 - Present
Business Edge Services & Technologies   December 2012 - March 2014
Cegedim Relationship Management  November 2008 - November 2012
IQE Inc  July 2005 - November 2008
UBS Wealth Management   June 2000 - July 2005
QVC  April 1999 - September 1999

Skills
ETL, SQL, SQL Server, Oracle SQL, Data Analysis, iPhone development, C#, Microsoft Office, Windows, SQL Tuning, Database Development, Relational Databases, HTML, Requirements Analysis, Data Integration, Microsoft SQL Server, Windows Server, Databases, Visual Studio, Windows Server 2008, XML, CSS, Programming, Software Design, Software Development, ASP.NET, jQuery, jQuery UI, Xcode, WinForms, .NET, Business Intelligence, Oracle, SDLC, PHP, Visual Basic, JavaScript, Database Design, Web Services, SSIS

Education
Drexel University   1995 — 2000
BS, Information Science

FMC Training

Cameron Caesar Cameron Caesar New York, New York Details
Cameron Caesar's UBS Wealth Management Experience 2004 - 2006
Job Top Performing Team Leader | High Performing Talent Development | Client Relations & Sales Force Effectiveness
Industry Luxury Goods & Jewelry
Experience
Nestlé Nespresso  May 2012 - Present
Yearling Deer Barriers   July 2007 - July 2012
PricewaterhouseCoopers  2006 - 2007
UBS Wealth Management   2004 - 2006

Skills
Cross-functional Team..., Sales Management, CRM, New Business Development, Account Management, Budget Management, Marketing Strategy, Strategic Planning, Strategy, Sales, Competitive Analysis, Program Management, Business Development, Lead Generation, Marketing, Email Marketing

Education
Columbia University - Graduate School of Architecture
Master's Degree, Architectural Theory and Real Estate Development

Dickinson College
BA, Economics

Wake Forest University - Babcock Graduate School of Management
MBA, Marketing

Chris DiBuono Chris DiBuono Greater New York City Area Details
Chris DiBuono's UBS Wealth Management Experience April 2006 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2006 - Present
Prudential Insurance  1996 - 2006
Prudential Financial  1995 - 2006

Skills
Fixed Income, Wealth Management, Equities, Asset Managment, Banking, Investments, Financial Services, Securities Lending, Risk Management, Alternative Investments, Loans, FX Options, Derivatives

Education
East Stroudsburg University of Pennsylvania   1989 — 1993
BS, Political Science and Government

Dennis Yeung Dennis Yeung Greater Pittsburgh Area Details
Dennis Yeung's UBS Wealth Management Experience June 2009 - August 2009
Job Sales Associate Coldwell Banker Real Estate
Industry Real Estate
Experience
Coldwell Banker Real Estate  March 2014 - Present
berry quool   June 2013 - Present
LDK Management LLC   September 2012 - Present
Ginza Japanese Restaurant   September 2012 - August 2013
JP Morgan  November 2010 - September 2012
UBS Wealth Management   June 2009 - August 2009

Skills
Microsoft Office

Education
Penn State University   2006 — 2010
Bachelor of Science (BS), Finance, General

East China Normal University   2009 — 2009
Business, Language & Culture

Catie Cheng Tsao Catie Cheng Tsao Greater New York City Area Details
Catie Cheng Tsao's UBS Wealth Management Experience March 2014 - April 2014
Job Vice President/Municipal Credit Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2014 - Present
UBS Wealth Management   March 2014 - April 2014
UBS Wealth Management   March 2011 - February 2014
US Bank  January 2010 - March 2011
Moody's Investors Service  July 2007 - December 2009
Moody's Investors Service  June 2005 - July 2007
NYC Department of Homeless Services  May 2003 - June 2005

Skills
Bonds, Public Finance, Series 63, High Yield, Municipal Credit..., Fixed Income Strategies, Credit Rating, Risk Management, Government Accounting, Budget Analysis, Local Government, Non-profits, Series 7, Wealth Management, Series 53, Credit

Education
NYU Wagner Graduate School of Public Service   2002 — 2004
MPA, Public Finance

Emory University   1998 — 2001
BA, Economics

Shaanxi Normal University   2000 — 2000
Chinese, History

Jawad Joya Jawad Joya Washington D.C. Metro Area Details
Jawad Joya's UBS Wealth Management Experience 2006 - 2008
Job Economic Policy Analyst
Industry Public Policy
Experience
International Security Assistance Force (ISAF)   September 2009 - February 2012
UBS Wealth Management   2006 - 2008
United States Senate  June 2007 - August 2007
Earlham Word   January 2007 - June 2007
UBS Wealth Management   September 2006 - December 2006
Department of Peace and Global Studies   January 2004 - December 2006
illycaffè SpA   May 2003 - August 2003
ICRC  July 1999 - July 2002

Education
Earlham College   2004 — 2008
BA

Stanford University   2005 — 2005

United World College of the Adriatic   2002 — 2004
International Baccalaureate (IB) Diploma

Daniel Fogelson Daniel Fogelson Greater Los Angeles Area Details
Daniel Fogelson's UBS Wealth Management Experience July 2008 - November 2009
Job CoFounder, Three Jerks Jerky
Industry Food Production
Experience
Three Jerks Jerky   August 2012 - Present
Rosti Tuscan Kitchen   January 2011 - November 2012
Shinnecock Partners  December 2009 - February 2011
UBS Wealth Management   July 2008 - November 2009
SUCDEN   May 2007 - August 2007

Skills
Investments, Entrepreneurship, Marketing, Business Strategy, Management, Social Media, Marketing Strategy, Social Media Marketing, Sales

Education
Emory University   2004 — 2008
BA, Economics

Yogini Joshi Yogini Joshi Greater New York City Area Details
Yogini Joshi's UBS Wealth Management Experience August 2010 - July 2012
Job Associate, Prime Brokerage at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  July 2012 - Present
UBS Wealth Management   August 2010 - July 2012
Century 21 Department Stores  January 2010 - August 2010
Sumitomo Mitsui Banking Corp   January 2007 - January 2009
Sumitomo Mitsui Banking Corporation  January 2007 - March 2008
VeriFone  April 2006 - December 2006
Tektronix  November 2004 - March 2006
Fujitsu Consulting  2003 - 2006
USANA Health Sciences  July 2003 - October 2004
Metropolitan Life Insurance Company  June 2001 - June 2003

Education
Marathwada Institute of Technology   1998 — 2002

Doctor Babasaheb Ambedkar Marathwada University   1998 — 2001
Bachelor of Engineering

David Legate David Legate Dallas/Fort Worth Area Details
David Legate's UBS Wealth Management Experience January 2001 - May 2004
Job CM Manager at U.S. Department of Labor
Industry Government Administration
Experience
U.S. Department of Labor   June 2004 - Present
U.S. Department of Labor   June 2004 - June 2014
UBS Wealth Management   January 2001 - May 2004
Ohio Savings Securities   October 1995 - January 2001

Skills
Government, Risk Management, Economics, Financial Modeling, Financial Analysis, Investment Management, Management

Education
Emmanuel College   1990 — 1994
BSBA, Management

Louis A. Montana, CFP ® Louis A. Montana, CFP ® Greater Chicago Area Details
Louis A. Montana, CFP ®'s UBS Wealth Management Experience January 2009 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Wealth Management   January 2009 - Present
Smith Barney  April 2000 - January 2009

Education
Eastern Illinois University   1993 — 1997
Bachelor, Finance

Fred Glynn Fred Glynn Indianapolis, Indiana Area Details
Fred Glynn's UBS Wealth Management Experience December 2007 - December 2008
Job Mortgage Banker at BMO Harris Bank
Industry Insurance
Experience
Hamilton County, Indiana  January 2015 - Present
BMO Harris Bank  September 2014 - Present
Glynn Insurance Services   December 2008 - September 2014
UBS Wealth Management   December 2007 - December 2008
Farmers Insurance & Financial Services  February 2002 - December 2007
ATA Airlines  December 2000 - February 2002

Skills
Health Insurance, Strategic Planning, Insurance, Life Insurance, Team Building, Public Speaking, Investments, Budgets

Education
Embry-Riddle Aeronautical University   1996 — 2000
Bachelors, Aviation Business

Dan Vincent Dan Vincent Greater New York City Area Details
Dan Vincent's UBS Wealth Management Experience June 2007 - August 2007
Job Manager at PwC
Industry Management Consulting
Experience
PwC  July 2015 - Present
PwC  January 2014 - June 2015
E*TRADE Financial  August 2011 - December 2013
E*TRADE Financial  September 2010 - August 2011
Morgan Stanley  November 2008 - August 2010
UBS Wealth Management   June 2007 - August 2007
UBS  2007 - 2007
UBS  2007 - 2007
UBS  2007 - 2007

Skills
Certifications: Series..., Data Analysis, Financial Modeling, Management, Product Management, Software Documentation, Finance, Cross-functional Team..., Fraud Detection, Financial Analysis, Equities, SDLC, Banking, Investment Banking, Microsoft Excel, Microsoft Office, Business Strategy

Education
Duke University   2004 — 2008
BA, Public Policy Studies, Economics, Markets and Management Studies

Tricia Goodwin Tricia Goodwin Greater New York City Area Details
Tricia Goodwin's UBS Wealth Management Experience Client AnalystGoldman SachsNovember 1998 - August 2002
Job Financial Advisor Morgan Stanley Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Client AnalystGoldman SachsNovember 1998 - August 2002

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

Education
Drexel University   1995 — 1998
Bachelor of Science (BS), Finance, General

Lauren (Hochman) Rosenbaum Lauren (Hochman) Rosenbaum Greater Atlanta Area Details
Lauren (Hochman) Rosenbaum's UBS Wealth Management Experience August 2006 - December 2006
Job Strategic Analytics Senior Manager at GeorgiaPacific LLC
Industry Management Consulting
Experience
Georgia-Pacific LLC  February 2011 - Present
ApolloMD  November 2009 - March 2011
Bain & Company  July 2007 - November 2009
UBS Wealth Management   August 2006 - December 2006
The Home Depot  June 2006 - August 2006
Children's Healthcare of Atlanta  June 2005 - December 2005

Skills
Business Strategy, Competitive Analysis, Data Analysis, Financial Analysis, Financial Modeling, Management Consulting, Pricing Strategy, Strategy, Analytics

Education
Emory University   2003 — 2007
BBA, Finance

Andrew Gillette Andrew Gillette Chapel Hill, North Carolina Details
Andrew Gillette's UBS Wealth Management Experience June 2007 - September 2007
Job MBA Candidate at UNC KenanFlagler
Industry Higher Education
Experience
UNC Kenan-Flagler  2015 - Present
Accenture  January 2013 - July 2015
Accenture  January 2012 - January 2013
Accenture  January 2011 - February 2012
Accenture  2009 - 2012
Accenture  August 2008 - March 2011
UBS Wealth Management   June 2007 - September 2007
Deloitte Consulting  April 2003 - July 2003

Skills
Financial Modeling, Financial Analysis, Analysis, Leadership, Finance, Outsourcing, SAP, Managerial Finance, Accounting, Budgets, Training, Internal Audit, Investments, New Business Development, Negotiation, Pricing, Microsoft Excel, Policy, US GAAP, Customer Service, Process Improvement, Risk Management, Corporate Finance, Management Consulting, Microsoft Office, Management, Consulting

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2015 — 2017
Master of Business Administration (M.B.A.)

Elon University   2004 — 2008
BA, Economics

Elon University - Martha and Spencer Love School of Business   2004 — 2008
BA, Economics

Broughton   2000 — 2004

Catrice Cooke, CEP Catrice Cooke, CEP Washington D.C. Metro Area Details
Catrice Cooke, CEP's UBS Wealth Management Experience 2003 - 2006
Job Stock Plan Administrator at Discovery Communications
Industry Financial Services
Experience
Discovery Communications  July 2012 - Present
Deltek  May 2011 - June 2012
E*TRADE Financial  September 2006 - May 2011
UBS Wealth Management   2003 - 2006
Investment Scorecard  2002 - 2003
MetLife Financial Services  1998 - 2002
Deutsche Bank  July 1995 - September 1998

Skills
Series 6, CEP, Equities, Stocks, Series 7, Securities, Financial Services, Options, Process Improvement, 401k

Education
Clayton State University   2008 — 2008
None, Event Planning Certificate

Dillard University   1987 — 1991
Bachelors, Business Administration

Bryan D. Cannon, CFA Bryan D. Cannon, CFA Denver, Colorado Details
Bryan D. Cannon, CFA's UBS Wealth Management Experience December 2008 - July 2011
Job Independent Private Wealth Manager at AvantGarde Advisors LLC
Industry Financial Services
Experience
Avant-Garde Advisors LLC   July 2011 - Present
UBS Wealth Management   December 2008 - July 2011
Bernstein Global Wealth Management  March 2001 - November 2008
The Boston Consulting Group  1999 - 2000
United States Air Force  1992 - 1997

Skills
Asset Managment, Investments, Portfolio Management, Wealth Management, Equities, Series 7, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Analysis, Retirement Planning, Investment Strategies

Education
Northwestern University - Kellogg School of Management   1997 — 1999
MBA, Finance, Management, Decision Sciences

University of Southern California   1992 — 1994
MSEE, Electrical Engineering

Duke University   1987 — 1991
BSEE, Electrical Engineering

edmund tiryakian edmund tiryakian Raleigh-Durham, North Carolina Area Details
edmund tiryakian's UBS Wealth Management Experience 1998 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
UBS Investment Bank  2000 - 2007
UBS Hong Kong   2000 - 2007
ubs  1990 - 2007
UBS Wealth Management   1998 - 2000
Union Bank of Switzerland  1993 - 1998

Skills
Capital Markets, Investment Banking, Equities, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Financial Markets, Portfolio Management, Hedge Funds, Private Equity, Fixed Income, Equity Research, Derivatives, Wealth Management, Structured Products, Investments, Financial Modeling, Trading, Valuation, Asset Management, Due Diligence, Emerging Markets

Education
Duke University - The Fuqua School of Business   1987 — 1990
MBA, Finance

Duke University School of Law   1978 — 1981
JD, Law

Princeton University   1973 — 1978
AB, History

Ludwig-Maximilians Universität München

Justin Baine Justin Baine Tampa, Florida Details
Justin Baine's UBS Wealth Management Experience June 2007 - August 2007
Job Aligned Risk Manager, DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  2015 - Present
The Depository Trust & Clearing Corporation  November 2014 - March 2015
LCH.Clearnet  March 2011 - November 2014
Credit Market Analysis  September 2010 - March 2011
Credit Market Analysis  August 2009 - September 2010
Bloomberg  September 2008 - August 2009
UBS Wealth Management   June 2007 - August 2007

Skills
Derivatives, Equities, Financial Risk, Risk Management, Commodity, Securities, Valuation, Credit, Analysis, CDS, Interest Rate Swaps, Business Development, Dodd-Frank, Operational Risk, Bloomberg, Credit Derivatives, Interest Rate..., Fixed Income, Market Risk

Education
Elon University
BS, Accounting and Finance

Elizabeth Shomo, CPA Elizabeth Shomo, CPA Charlotte, North Carolina Details
Elizabeth Shomo, CPA's UBS Wealth Management Experience September 2006 - December 2006
Job Senior Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey  January 2011 - Present
Preferred Offices   July 2007 - May 2009
UBS Wealth Management   September 2006 - December 2006

Skills
Management, Accounting, Auditing, Financial Analysis, Microsoft Excel

Education
George Mason University   2009 — 2011
B.S., Accounting

Elon University   2003 — 2007
B.S., Business Administration- International Business

Universidad de Granada   2006 — 2006
Spanish

Terelle Dorceus Terelle Dorceus Greater Philadelphia Area Details
Terelle Dorceus's UBS Wealth Management Experience 1999 - 2008
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock  February 2008 - Present
UBS Wealth Management   1999 - 2008

Skills
Mutual Funds, Equities, Financial Services, Wealth Management, Alternative Investments, Derivatives, Bloomberg, Asset Management, Portfolio Management, Fixed Income, Financial Analysis, Securities, Corporate Actions, Risk Management, Capital Markets, Asset Allocation, Bonds, FINRA, Financial Markets, Investments, Trading, Investment Banking, Hedge Funds, Financial Modeling, Trading Systems, Valuation

Education
Drew University   1995 — 1999
BA, Economics

Elizabeth Barrett CFP® Elizabeth Barrett CFP® Rochester, New York Area Details
Elizabeth Barrett CFP®'s UBS Wealth Management Experience 2003 - 2006
Job APEX Advisers LLC, CFP, CPA, Financial Advisor
Industry Investment Management
Experience
APEX Advisers, LLC   2009 - Present
Insero Wealth Strategies LLC   2006 - 2009
UBS Wealth Management   2003 - 2006

Education
Elmira College   1977 — 1981
B.S.

Joseph Vagnoni Joseph Vagnoni Greater Chicago Area Details
Joseph Vagnoni's UBS Wealth Management Experience October 2002 - February 2009
Job
Industry Financial Services
Experience
R.J. O'Brien   March 2010 - March 2011
UBS Wealth Management   October 2002 - February 2009
Penson Financial Services  October 1999 - April 2002
Mike Ryan & Edward Cheatham, Brokers   October 1999 - May 2001

Skills
Options, Electronic Trading, Trading Systems, Commodity, Derivatives, Financial Markets, FX Options, Market Data

Education
Elmhurst College   1994 — 1997
Bachelor of Science

Alois Pirker Alois Pirker Greater Boston Area Details
Alois Pirker's UBS Wealth Management Experience 2000 - 2004
Job
Industry Financial Services
Experience
Aite Group  2009 - Present
Aite Group  2006 - 2009
Celent  2005 - 2006
UBS Wealth Management   2000 - 2004
UBS  1997 - 2000

Skills
Investments, Financial Services, Wealth Management, Asset Managment, Portfolio Management, Investment Management, Risk Management, Asset Allocation, Relationship Management, Competitive Analysis, Competitive Intelligence, Market Analysis, Strategic Financial..., Banking, Asset Management, Business Analysis, Financial Markets, Business Development, Strategy, Options, Enterprise Data, Financial Planning

Education
Ecole polytechnique fédérale de Lausanne   1996 — 1997
Master's Thesis

Universität Klagenfurt   1991 — 1997
Diplom-Ingenieur (BS and MS)

Gabriel HUGON Gabriel HUGON Boston, Massachusetts Details
Gabriel HUGON's UBS Wealth Management Experience August 2009 - February 2010
Job Senior Account Executive at Experian Data Quality
Industry Information Technology and Services
Experience
Experian Data Quality  April 2015 - Present
Granite Telecommunications  July 2013 - April 2015
Gartner Inc.  March 2012 - July 2013
Banco Santander  August 2011 - March 2012
UBS Wealth Management   August 2009 - February 2010

Skills
Leadership, Business Development, Corporate Finance, Strategy, Fixed Income, Financial Analysis, Competitive Analysis, Professional Services, Telecommunications, Restructuring, Budgets, Mergers & Acquisitions, Management Consulting, Analysis, Sales, Product Management, Market Research, Sales Management, New Business Development, Account Management, CRM, Management

Education
Harvard University   2014 — 2015
Extension school, Business/Corporate Communications, A

EMLYON Business School   2008 — 2011
Master of Business Administration, Programme Grande Ecole (Flagship program), Finance

University of Florida - Warrington College of Business Administration   2010 — 2010
Master's, Finance - One Semester for MBA

East China Normal University   2009 — 2010
Master's, Entrepreneurship program, one semester for MBA

Université Pierre Mendès-France (Grenoble II)   2005 — 2008
Bachelor's degree, Law

Eric Schnackenberg Eric Schnackenberg Greater New York City Area Details
Eric Schnackenberg's UBS Wealth Management Experience December 1995 - November 2012
Job Sybase developer
Industry Financial Services
Experience
Consultant  August 2014 - Present
HCL Infosystems Ltd  April 2013 - July 2014
UBS Wealth Management   December 1995 - November 2012

Skills
Unix, Sybase, SQL, Unix Shell Scripting, Software Project..., SDLC, C, Agile Methodologies, Requirements Analysis, Trading Systems, Oracle, Java, IT Strategy, Enterprise Architecture, Business Analysis

Education
SUNY College at New Paltz
Title of the Degree; MS, Computer Science

SUNY Stony Brook
B.E, Computer Science/Engineering Science

Dutchess Community College
AAS, Computer Science/Engineering Science

Frank Citara Frank Citara Greater New York City Area Details
Frank Citara's UBS Wealth Management Experience May 1999 - June 2009
Job Senior Manager, Hospital Operations at Meridian Health
Industry Hospital & Health Care
Experience
Meridian Health  May 2015 - Present
Meridian Health  June 2009 - Present
Century 21  January 2005 - Present
UBS Wealth Management   May 1999 - June 2009

Skills
Securities, Fixed Income, Series 7, Equities, Business Development, Investments, Asset Management, Management, Sales, Business Analysis, Vendor Management

Education
Drexel University - College of Business and Administration   2014 — 2016
Master of Business Administration (M.B.A.)

Saint John's University   1995 — 1999
BA, Business Management

Michael Theilmann Michael Theilmann Greater Minneapolis-St. Paul Area Details
Michael Theilmann's UBS Wealth Management Experience June 2005 - Present
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management   June 2005 - Present

Education
Drake University   2004 — 2008

Wayzata High School

Daniel Gualtieri Daniel Gualtieri Greater New York City Area Details
Daniel Gualtieri's UBS Wealth Management Experience 2006 - 2007
Job Assistant Vice President, Testing Services at Markit
Industry Financial Services
Experience
Markit  December 2012 - Present
MarkitSERV  April 2011 - December 2012
ubs wealth management   2006 - 2007

Skills
Derivatives, Credit Derivatives, Financial Markets, Hedge Funds, Equities, Equity Derivatives, Interest Rate..., Electronic Trading, Trading Systems, FX Options, Fixed Income, Business Analysis, SDLC, Investment Banking, Back Office, Options, Capital Markets, Trading, Bloomberg, Financial Services

Education
Emory University
Financial Economics

Kelly Huston Kelly Huston Greater Chicago Area Details
Kelly Huston's UBS Wealth Management Experience January 2012 - June 2012
Job Performance Improvement Consultant at EY
Industry
Experience
EY  September 2013 - Present
IMG  August 2012 - May 2013
Cintas  June 2012 - August 2012
UBS Wealth Management   January 2012 - June 2012
Aspen Marketing Services  May 2010 - August 2011

Skills
SharePoint, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, Marketing, Microsoft Word, Advertising, Marketing Communications, Data Analysis, Marketing Strategy, Market Research, Social Media, Event Planning, Facebook, Leadership, Strategy, Public Speaking

Education
Elon University   2009 — 2013
Bachelor's degree, Political Science and Business Administration, 3.7

Danish Institute for Study Abroad   2011 — 2012
International Politics

Glenbrook South   2005 — 2009

Jessica Miron Jessica Miron New York, New York Details
Jessica Miron's UBS Wealth Management Experience April 2013 - March 2015
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock  March 2015 - Present
UBS Wealth Management   April 2013 - March 2015
UBS Wealth Management   May 2011 - April 2013
UBS Wealth Management   June 2010 - August 2010
UBS Wealth Management   June 2009 - August 2009
Emory University  January 2009 - May 2009

Education
Emory University   2007 — 2011
B.A., Economics; Finance and Business Policy

Charles University in Prague, Czech Republic   2010 — 2010
B.A., Central European Studies

Yuhan Chiueh Yuhan Chiueh New York, New York Details
Yuhan Chiueh's UBS Wealth Management Experience June 2010 - August 2010
Job Senior Associate, Strategic Planning at Mindshare
Industry Marketing and Advertising
Experience
Mindshare  June 2014 - Present
Mindshare  April 2013 - June 2014
Health Guru Media  September 2011 - April 2013
The Daily Muse  December 2011 - April 2012
Duke Innovative Design Agency  January 2010 - April 2011
UBS Wealth Management   June 2010 - August 2010
Taiwan Ministry of Foreign Affairs   June 2009 - August 2009
St. Petersburg Philological Society and Linguistics Institute   June 2008 - July 2008

Skills
Marketing, Adobe Creative Suite, Wordpress, Editing, Photoshop, Microsoft Office, Social Media, Facebook, Social Media Marketing, HTML, Web Design, Google Analytics, InDesign, Blogging, Google Adwords, SEO, Youtube, Media Planning, Custom Content Creation, WordPress

Education
Duke University   2007 — 2011
BS, BA, Economics and International Comparative Studies

Westwood High School   2003 — 2007
International Baccalaureate Diploma

Gabriela Kaplanova Gabriela Kaplanova Marmora, New Jersey Details
Gabriela Kaplanova's UBS Wealth Management Experience March 2000 - June 2003
Job Owner, Kaplanova Insurance Agency & Baked Pastry Shop
Industry Financial Services
Experience
Kaplanova Insurance Agency & Baked Pastry Shop   June 2003 - Present
UBS Wealth Management   March 2000 - June 2003
Marketing Results  March 1998 - March 2000

Skills
General Insurance, Small Business, Investment Strategies, New Business Development, Entrepreneurship, Start-ups, Term Life Insurance, Women Owned Business, Fixed Annuities, Customer Service, Life Insurance, Microsoft Office, Business Strategy, Retirement Planning, Sales Operations, Insurance, Wholesale, Bakery

Education
Drexel University - College of Business and Administration   1995 — 1996
Business Administration and Management, General

The University of Economics   1989 — 1994
International Business, Trade, and Tax Law

Pulton Leung, CAIA Pulton Leung, CAIA Greater New York City Area Details
Pulton Leung, CAIA's UBS Wealth Management Experience June 2009 - August 2009
Job Senior Analyst at BBVA
Industry Investment Banking
Experience
BBVA  September 2012 - Present
Societe Generale  February 2012 - August 2012
Management Solutions  July 2011 - February 2012
Nomura Securities  June 2010 - August 2010
UBS Wealth Management   June 2009 - August 2009
Alternative Asset Investment Management  September 2008 - December 2008
Dynamic Accounting Services   June 2008 - August 2008

Education
New York University - Leonard N. Stern School of Business   2007 — 2011
Bachelor of Science, Finance, Economics

East China Normal University   2009 — 2009
Stern's World Studies Track

University College London, U. of London   2009 — 2009
Stern's World Studies Track

Baldwin School of Puerto Rico   2003 — 2007
High School Diploma

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