UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Brendan Dibble Brendan Dibble Greater New York City Area Details
Brendan Dibble's UBS Wealth Management Experience April 2015 - Present
Job Recruitment Coordinator at UBS Wealth Management
Industry Human Resources
Experience
UBS Wealth Management   April 2015 - Present
Deutsche Bank  January 2015 - March 2015
WVOF 88.5 FM   September 2013 - May 2014
Deutsche Bank  May 2013 - August 2013
Manasquan River Golf Club  June 2007 - August 2012

Skills
Written & Verbal..., Microsoft Word, PowerPoint, Employee Relations, Microsoft Excel, Social Media, Recruiting, Sales, Event Planning, Social Networking, Event Management, Time Management, Customer Service, Marketing, Microsoft Office, Public Relations, Public Speaking, Teamwork

Education
Fairfield University   2010 — 2014
Bachelor's Degree, Communication

Christian Brothers Academy   2007 — 2010

Tara Bracero Tara Bracero Greater New York City Area Details
Tara Bracero's UBS Wealth Management Experience 2005 - 2005
Job Senior Business Analyst, Strategic Finance
Industry Market Research
Experience
Greenwich Associates  October 2013 - Present
Financial Consulting  March 2012 - October 2013
Triple Point Technology  2011 - 2012
Ridgefield Capital Asset Management  2007 - 2011
Barnum Financial Group, an Office of MetLife  2006 - 2007
UBS Wealth Management   2005 - 2005

Skills
Microsoft Dynamics AX, ERP Software, Corporate Financial..., Enterprise Data Modeling, Financial Modeling, Financial Planning, Commodity, Microsoft Excel, Financial Analysis, Bloomberg, Fundamental Analysis, Trading, Business Analysis, Financial Services, Technical Support, International Relations, Financial Markets, Hedge Funds, Visual Basic, Reuters, Risk Management, Series 7, Business Objects

Education
Fairfield University   2003 — 2006
Bachelors of Arts, International Studies & Spanish Majors; Minors - Economics, East Asian Studies

University Of Seville, Seville Spain   2005 — 2005
Spanish Language and Literature

Courtney Rivkind Courtney Rivkind Greater Atlanta Area Details
Courtney Rivkind's UBS Wealth Management Experience February 2013 - July 2014
Job Marketing Coordinator at UBS Wealth Management
Industry Financial Services
Experience
Coco Hara Enterprises   May 2009 - Present
UBS Wealth Management   February 2013 - July 2014
Tree Sound Studio   May 2011 - May 2013
The ONE Group  June 2012 - August 2012
Ecolink  January 2012 - May 2012
Le Castle Vania/ Always Never Record   September 2010 - January 2012
Alien Music Services  September 2010 - May 2011
American Pie Pizzeria   May 2010 - August 2010
WMRE Radio   August 2009 - December 2009

Skills
Social Media Marketing, Social Media, Entertainment, Marketing, Music, Recording, Microsoft Excel, Radio, Pro Tools, Customer Satisfaction, Music Production, Music Industry, Finance, Wealth Management

Education
Emory University - Goizueta Business School   2009 — 2013
Bachelor's Degree, Finance

Jennifer Kavak Jennifer Kavak New York, New York Details
Jennifer Kavak's UBS Wealth Management Experience January 2012 - May 2012
Job Financial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance  July 2014 - Present
University Settlement Society of New York  March 2015 - Present
USC Leventhal School of Accounting  January 2013 - May 2014
Wells Fargo  May 2013 - August 2013
USC Undergraduate Student Government  August 2011 - May 2013
Merrill Lynch  May 2012 - August 2012
UBS Wealth Management   January 2012 - May 2012
USC Marshall School of Business  October 2011 - January 2012
Wpromote  May 2011 - August 2011
Smarter Social Media  March 2011 - August 2011

Skills
Financial Analysis, Financial Statement..., Business Writing, Asset Backed Lending, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Microsoft Word, Social Networking, Leadership, Finance

Education
University of Southern California - Marshall School of Business   2010 — 2014
Bachelor of Science (B.S.), Business Administration, Accounting

ESCP Europe   2012 — 2012

Joseph Scarpelli Joseph Scarpelli Greater New York City Area Details
Joseph Scarpelli's UBS Wealth Management Experience December 2005 - June 2006
Job Divisional Sales Manager BlackRock & iShares
Industry Investment Management
Experience
BlackRock  September 2012 - Present
Rosecliff Capital   May 2012 - August 2012
OppenheimerFunds  September 2010 - May 2012
S&P Capital IQ  April 2009 - September 2010
Olympia Capital Markets Group  June 2006 - May 2009
UBS Wealth Management   December 2005 - June 2006
Bank of New York Mellon  December 2004 - December 2005

Skills
Series 63, Series 7, Mutual Funds, ETFs, Equities, Series 24, Series 65, Equity Research, Financial Modeling, Investment Management, Investment Banking, Fixed Income, Investments, Structured Finance, Bloomberg, Finance

Education
Fordham University - Graduate School of Business Administration   2011 — 2013
MBA

Fairfield University   1999 — 2003
BA, Economics

Ramapo High School   1995 — 1999

Investment Banking Institute - NYC   2008 — 2009
IB Certificate, Investment Banking

Lauren Crist Lauren Crist Sarasota, Florida Details
Lauren Crist's UBS Wealth Management Experience January 2007 - February 2009
Job Principal, Sales Project Solution
Industry Consumer Goods
Experience
Sales Project Solution   2013 - Present
Aircraft Acquisitions, Inc.   June 2013 - 2014
UBS Wealth Management   January 2007 - February 2009
Bushnell Performance Optics  1996 - 2004
Zale Corporation  1994 - 1996

Skills
Business Development, Sales Management, Strategic Planning, Training, Forecasting, Budgets, Sales, Program Management, Product Development, Wholesale, Retail, Customer Service, Finance, Insurance, Marketing, Logistics, Business Planning, Trade Shows, Pricing

Education
Fashion Institute of Technology
Business--Buying & Merchandising

Wake Forest University

Nick Cherevko Nick Cherevko Fort Myers, Florida Details
Nick Cherevko's UBS Wealth Management Experience November 2012 - June 2013
Job Contribution Strategist, Revenue Management at Hertz corporation
Industry Financial Services
Experience
Hertz  April 2014 - Present
Regions Financial Corporation  June 2013 - April 2014
UBS Wealth Management   November 2012 - June 2013
Sigma Phi Epsilon  November 2011 - March 2013
Salvatore Ferragamo  August 2010 - March 2013

Skills
Economics, Operations Management, Microsoft Office, Communication, Public Speaking, Financial Accounting, Collections, Leadership, Team Leadership, Cultural Diversity, Financial Analysis, Estate Planning, Security Analysis, Marketing, Budgets, Customer Service, Finance, Management, Sales, Time Management, Social Networking, Analysis, Research, Event Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Planning

Education
Florida Gulf Coast University   2008 — 2013
Bachelor of Science (B.S.), Finance

Brendan Colgan Brendan Colgan New York, New York Details
Brendan Colgan's UBS Wealth Management Experience September 2007 - March 2008
Job Client Onboarding and AML at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2012 - Present
J.P. Morgan   July 2008 - June 2012
UBS Wealth Management   September 2007 - March 2008

Skills
Derivatives, Financial Analysis, Mutual Funds, Bloomberg, Onboarding, Equities

Education
Fairfield University   2004 — 2008
BA, Economics

Jack J. Penzi Jack J. Penzi Greater New York City Area Details
Jack J. Penzi's UBS Wealth Management Experience September 2012 - December 2012
Job Experienced Associate Forensic Services at PwC
Industry Accounting
Experience
PwC  July 2015 - Present
PwC  August 2014 - June 2015
ROAR Beverages LLC  May 2014 - July 2014
PricewaterhouseCoopers  June 2013 - August 2013
UBS Wealth Management   September 2012 - December 2012
Siller & Cohen Family Wealth Advisors   June 2012 - August 2012
North American Partners in Anesthesia  June 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Financial Analysis, Forensic Accounting

Education
Fairfield University   2010 — 2014
B.S., Finance, Minor in Accounting

Florence University of the Arts   2013 — 2013

Chaminade High School   2006 — 2010
High School Diploma

Daniel Ray Pahang Daniel Ray Pahang Tyler, Texas Area Details
Daniel Ray Pahang's UBS Wealth Management Experience 2008 - 2009
Job Suddenlink
Industry Entertainment
Experience
Suddenlink Communications  2013 - Present
One Call Care Management  2009 - 2013
UBS Wealth Management   2008 - 2009
UBS Wealth Management   2007 - 2008
Citibank  2000 - 2007
Summit Bank  1999 - 2000

Skills
CRM, Leadership, Call Centers, Management, Analysis, Process Improvement, Training, Cash Management, Customer Retention, Coaching, Banking, Risk Management, Customer Service, Project Management, Operations Management, Business Analysis, Performance Management, Team Building, Credit Cards, ICOMS, Cable Television, Finance, iCIMS, Microsoft Office, Microsoft Word, Microsoft Excel, Conflict Management, Team Management, Technical Support, Technical Writing, ACH, sales, Sales

Education
Felician College
Bachelor of Arts, Management and Marketing

Rory McDermott Rory McDermott Greater New York City Area Details
Rory McDermott's UBS Wealth Management Experience November 2013 - Present
Job Equities Compliance Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2013 - Present
UBS Wealth Management   September 2012 - September 2013
UBS Wealth Management   June 2012 - August 2012
UBS Wealth Management   December 2011 - May 2012
UBS Wealth Management   June 2010 - August 2010

Skills
Equities, Capital Markets, Wealth Management, Financial Services, Performance Management, Microsoft Office, Regulatory Analysis, Regulatory Compliance, Regulatory Requirements, Microsoft Excel, Microsoft Word, PowerPoint

Education
Fairfield University   2007 — 2011
Bachelor of Business Science, Finance, General, 3.7 (Cum Laude)

Bryon Walker, CIMA®, AIF® Bryon Walker, CIMA®, AIF® West Palm Beach, Florida Area Details
Bryon Walker, CIMA®, AIF®'s UBS Wealth Management Experience 1998 - 2006
Job Regional Director at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management  August 2011 - Present
Guggenheim Investments  2009 - 2011
Cavanal Hill Investment Management  2008 - 2009
Victory Capital Management  2006 - 2008
UBS Wealth Management   1998 - 2006

Skills
ETFs, Mutual Funds

Education
Florida Atlantic University
BBA, Marketing

University of Florida

Alexandra Duhl Alexandra Duhl New York, New York Details
Alexandra Duhl's UBS Wealth Management Experience June 2011 - August 2011
Job Sales Planner at The New York Times
Industry Marketing and Advertising
Experience
The New York Times  February 2015 - Present
NBCUniversal, Inc.   September 2013 - January 2015
Smashbox Cosmetics  May 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Sales, Marketing, Social Media, Facebook, Marketing Strategy, Marketing Communications, Management, Organization, Volleyball, Leadership, Team Leadership, Teamwork, Team Management, Dependable Team Player

Education
Emory University - Goizueta Business School   2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Strategy and Consulting Management

Kim DiGiovanni Kim DiGiovanni Iselin, New Jersey Details
Kim DiGiovanni's UBS Wealth Management Experience January 2007 - February 2010
Job Director, Institutional Investments Stable Value, Prudential Financial
Industry Insurance
Experience
Prudential Financial  January 2015 - Present
Prudential Financial  April 2012 - January 2015
Prudential Financial  October 2010 - April 2012
UBS Financial Services  February 2010 - October 2011
UBS Wealth Management   January 2007 - February 2010
Bressler, Amery & Ross, P.C.   September 2004 - January 2007

Education
Fairleigh Dickinson University   2001 — 2004
Bachelor of Science, Political Science

Kittatinny Regional High School   1996 — 2000
High School Diploma, General Studies

Artur Jotic Artur Jotic New York, New York Details
Artur Jotic's UBS Wealth Management Experience August 2014 - Present
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
UBS Wealth Management   June 2013 - August 2013
SEO Career Program  May 2013 - May 2013
Banco Popular de Puerto Rico  June 2012 - July 2012

Skills
Asset Management, Securities

Education
Georgetown University - The McDonough School of Business   2010 — 2014
Bachelor's degree, Finance and Marketing

ESADE Business School   2013 — 2013

Academia del Perpetuo Socorro   1998 — 2010

James Negri James Negri Commack, New York Details
James Negri's UBS Wealth Management Experience October 2013 - December 2013
Job Advancis Medical
Industry
Experience
Advancis Medical   December 2013 - Present
Stop and Shop  September 2007 - Present
UBS Wealth Management   October 2013 - December 2013
AXA Advisors  February 2013 - May 2013

Skills
Sports Marketing, Sports Management, Facilities Management, Sports Analysis, Microsoft Office, Leadership, Sales, Microsoft Word, Social Media, Management, Microsoft Excel, PowerPoint, Marketing

Education
Farmingdale State University of New York   2009 — 2013

Adrien Lacquemant Adrien Lacquemant New York, New York Details
Adrien Lacquemant's UBS Wealth Management Experience January 2012 - June 2012
Job Trader at Tortus Capital
Industry Investment Management
Experience
Tortus Capital   July 2013 - Present
UBS Wealth Management   January 2012 - June 2012
Credit Suisse  June 2011 - December 2011

Skills
Bloomberg, VBA, Reuters 3000, Python, PHP, Access

Education
ESSEC - ESSEC Business School   2012 — 2013
Advanced Master's degree, Financial Engineering - Asia track (Paris - Singapore)

Université Paris Dauphine   2010 — 2011
Master's degree, Finance

Université Paris Dauphine   2007 — 2010
Bachelor's degree, Economics

Collège Stanislas   2004 — 2007

Anthony Hart Anthony Hart Greater New York City Area Details
Anthony Hart's UBS Wealth Management Experience November 2012 - May 2013
Job Financial Analyst and MBA Student
Industry Financial Services
Experience
Emerson  June 2013 - Present
UBS Wealth Management   November 2012 - May 2013
Morgan Stanley Smith Barney  May 2012 - November 2012
KnowledgePoint360 Group  May 2011 - September 2011

Skills
Financial Modeling, Finance, Microsoft Office, Bloomberg, Investments, Financial Analysis, Microsoft Excel, Equity Research, Analysis, Portfolio Management, Mutual Funds, Management, Financial Reporting, Budgets, Wealth Management..., Insurance, PowerPoint, Research, Wealth Management, Strategic Financial..., Fixed Income, Valuation, Risk Management, Equities, Securities, Economics, Financial Markets, Oracle, Microsoft Word, Statistics, AS400 system, Concur, Investment Strategies, Corporate Finance, Hyperion HFM

Education
Montclair State University   2014 — 2016
Master of Business Administration (M.B.A.)

Fairleigh Dickinson University   2009 — 2013
BS, Finance

Harris Tuchman Harris Tuchman Boca Raton, Florida Details
Harris Tuchman's UBS Wealth Management Experience June 2009 - August 2009
Job Financial Advisor
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   June 2015 - Present
Wells Fargo Advisors, LLC  August 2014 - May 2015
The GMS Group  August 2011 - August 2014
UBS Wealth Management   June 2009 - August 2009
Capitol Securities Management  June 2008 - August 2008
Smith, Attorney at Law   June 2006 - August 2007

Skills
Investments, Bonds, Securities, Fixed Income, Microsoft Excel, Outlook, Equities, PowerPoint, Microsoft Office

Education
Fairleigh Dickinson University   2007 — 2011
BA, Business

Fairleigh Dickinson University   2007 — 2011
Bachelor's degree, Business Administration and Management, General

Blane Cordes Blane Cordes Greater New York City Area Details
Blane Cordes's UBS Wealth Management Experience May 2006 - September 2006
Job Software Engineer at Dish Network
Industry Internet
Experience
Dish Network  January 2013 - Present
JPMorgan  October 2009 - December 2012
J.P. Morgan   June 2008 - October 2009
Spencer Trask  May 2007 - September 2007
UBS Wealth Management   May 2006 - September 2006

Skills
Prime Brokerage, Hedge Funds, Ruby, Ruby on Rails, JavaScript, jQuery, MySQL, PostgreSQL, HTML, HTML 5, CSS, RSpec, Cucumber, SQL, Test Driven Development, Heroku, Series 7, Microsoft Office, Derivatives, Equity Derivatives, Fixed Income, Equities, Vertex, Recurly, Mandrill, Bloomberg, Trading Systems

Education
Fairfield University   2004 — 2008
BS, Finance and Accounting

St. Rose of Belmar High School   2000 — 2004

Alexandra Cavalea Alexandra Cavalea Greater New York City Area Details
Alexandra Cavalea's UBS Wealth Management Experience January 2012 - May 2012
Job Senior Analyst, Prime Brokerage at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2015 - Present
Goldman Sachs  July 2013 - June 2015
Fairfield University  2009 - May 2013
Goldman Sachs  June 2012 - August 2012
UBS Wealth Management   January 2012 - May 2012
Fairfield County Bank  May 2011 - August 2011

Skills
Fast Learner, Organized, Team Player, Portfolio Management, Investments, Risk Management, Microsoft Excel, Financial Analysis, Corporate Finance, Microsoft Office, Credit, PowerPoint, Bloomberg, Equities, Financial Reporting, Microsoft Word, Data Analysis, Financial Modeling, Finance, Derivatives, Financial Markets, Treasury Management, Capital Markets, Credit Analysis, Loans, Teamwork

Education
Fairfield University   2009 — 2013

Ridgefield High School   2005 — 2009

Joseph Berbenich Joseph Berbenich Greater New York City Area Details
Joseph Berbenich's UBS Wealth Management Experience November 2011 - June 2012
Job Senior Brokerage Specialist at Vanderbilt Financial Group
Industry Financial Services
Experience
Vanderbilt Financial Group   July 2014 - Present
Vanderbilt Financial Group   March 2013 - July 2014
MassMutual Financial Group  June 2012 - March 2013
UBS Wealth Management   November 2011 - June 2012

Skills
Series 7, Finance, Retirement, Securities, Disability Insurance, Insurance, Life Insurance, Financial Operations, Long Term Care Insurance, Strategic Financial..., Asset Allocation, Equities, Financial Planning, Financial Services, Mutual Funds, Fixed Income, Wealth Management, Investments

Education
Farmingdale State University of New York   2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Management, minor in Sports Management

Chaminade High School   2001 — 2005

Samantha Kaplan Samantha Kaplan Santa Barbara, California Details
Samantha Kaplan's UBS Wealth Management Experience June 2014 - August 2014
Job Intern at UBS Financial Services Inc.
Industry
Experience
UBS Wealth Management   June 2014 - August 2014

Skills
Public Speaking, Microsoft Excel, Microsoft Office

Education
Emory University - Goizueta Business School   2012 — 2016

Emory University

Stefano Raffa Stefano Raffa Hartford, Connecticut Area Details
Stefano Raffa's UBS Wealth Management Experience September 2013 - May 2014
Job Treasury Services Analyst, Aetna
Industry Financial Services
Experience
Aetna  October 2014 - Present
UBS Wealth Management   September 2013 - May 2014
Comcast  June 2013 - August 2013
Summer Street Advisors, LLC  January 2013 - May 2013
Financial Marketing Group   September 2012 - December 2012

Skills
Microsoft Office, Word, Excel, PowerPoint, Exceptional..., Group Work, Budgets, Financial Markets, Microsoft Excel, Investments, Market Research, Valuation, Mutual Funds, Microsoft Word

Education
Fairfield University   2011 — 2014
Bachelor of Science (B.S.), Finance, General

Eugene Ormsbee Eugene Ormsbee Trumbull, Connecticut Details
Eugene Ormsbee's UBS Wealth Management Experience October 2012 - January 2013
Job Clearing Operations Associate at Interactive Brokers
Industry Investment Banking
Experience
Interactive Brokers  April 2014 - Present
Torchlight Investors  December 2013 - February 2014
UBS Wealth Management   October 2012 - January 2013
Fairfield University  September 2009 - September 2010

Skills
PowerPoint, Microsoft Office, Word, Excel, SPSS, Microsoft Excel, Data Analysis, Bloomberg, Facebook, Financial Analysis, Public Speaking, Microsoft Word, Bloomberg Terminal

Education
Fairfield University
Bachelor of Science (B.A.), Economics, 2013

Jonathan Bernier Jonathan Bernier Greater New York City Area Details
Jonathan Bernier's UBS Wealth Management Experience September 2011 - October 2012
Job Product Control IT LBM at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  January 2015 - Present
Credit Suisse  October 2012 - Present
UBS Wealth Management   September 2011 - October 2012
UBS Wealth Management   December 2009 - September 2011
E*TRADE Financial  January 2007 - July 2009
E*TRADE Financial  2006 - 2007

Skills
Series 24, Series 7, Series 63, Securities, Mutual Funds, Bloomberg, Equities, Investments, FINRA, Options, Financial Services, Hedge Funds, Trading Systems, Investment Strategies, Bloomberg Terminal, Trading, FX Options, Electronic Trading, Business Analysis, Wealth Management, Fixed Income, Capital Markets, Asset Management, Investment Advisory, Uniform Combined State..., Finance, Vendor Management, ETFs, Alternative Investments, Financial Markets, Derivatives, Structured Products, Bonds

Education
New Jersey City University   2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance

Fairleigh Dickinson University   2001 — 2003
Associate of Science (A.S.), Business Administration and Management

Grayson Phillips Grayson Phillips San Francisco Bay Area Details
Grayson Phillips's UBS Wealth Management Experience June 2012 - December 2012
Job Discovery Automation at Logikcull.com
Industry E-Learning
Experience
Logikcull.com  August 2015 - Present
GuideSpark  April 2013 - August 2015
UBS Wealth Management   June 2012 - December 2012

Skills
Account Management, Microsoft Word, Microsoft Excel, Public Speaking, Cloud Computing, Human Resources, Social Media, Salesforce.com, WordPress, Start-ups, Social Networking, Leadership, Timely Decision Making, Persistence, Sales Management, Sales Process, Memes, Cold Calling, Social Selling, Email, Underwater Acoustics, English, Paranormal Romance, Marketing

Education
Fairfield University
Bachelor, Finance

Oak Park High School

Rouen Business School
Finance and Entrepreneurship

Nader Minas Nader Minas Greater New York City Area Details
Nader Minas's UBS Wealth Management Experience January 2000 - November 2011
Job Performance Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  December 2011 - Present
UBS Wealth Management   January 2000 - November 2011
FIRMWIDE REPORTING   March 2004 - June 2005
UBS Wealth Management   April 2002 - February 2004
PRIME, INSTITUTIONAL PERFORMANCE   January 2000 - March 2002
Lord, Abbett & Co. Investment Management   September 1998 - December 1999
CITIGROUP  May 1994 - August 1998
Citibank Worldwide Securities Services   May 1991 - May 1994
Volvo Finance North America  March 1988 - April 1991

Skills
Strong communication..., Excellent analytical..., Accounting

Education
Farleigh Dickinson University
Bachelor of Science, Finance/Economics

Edward Williams College

Fairleigh Dickinson University
Business of Science, Finance / Economics

Dennis Casey Dennis Casey West Palm Beach, Florida Area Details
Dennis Casey's UBS Wealth Management Experience March 2008 - March 2010
Job Financial Advisor, SunTrust Investment Services, Inc.
Industry Financial Services
Experience
Raymond James  March 2010 - May 2015
UBS Wealth Management   March 2008 - March 2010
Fidelity Federal Bank & Trust  October 1996 - December 2007

Education
Georgetown University   2005 — 2007
Post Graduate, Banking/Finance

Palm Beach Atlantic University   1998 — 2000
MBA

Florida Atlantic University   1993 — 1995
BBA, Marketing

Danielle White Danielle White New York, New York Details
Danielle White's UBS Wealth Management Experience June 2008 - September 2008
Job Vice President at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC  June 2011 - Present
Davy  September 2010 - July 2011
Hillview Capital   June 2009 - August 2009
UBS Wealth Management   June 2008 - September 2008
Citi  June 2007 - September 2007

Education
Trinity College Dublin   2009 — 2010
Masters, Finance

Trinity College Dublin   2005 — 2009
Business Studies and French

ESCP Europe   2007 — 2008

Justin Cardon Justin Cardon Naples, Florida Details
Justin Cardon's UBS Wealth Management Experience November 2013 - Present
Job Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2013 - Present

Education
Florida Gulf Coast University   2011 — 2014
Bachelor of Science (B.S.), Marketing, Lutgert College Of Business

Niagara University
School Of Business Management

David Markson David Markson New York, New York Details
David Markson's UBS Wealth Management Experience July 2005 - July 2005
Job Principal at Triago
Industry Venture Capital & Private Equity
Experience
Triago  September 2009 - Present
Des ESSEC en Actions   December 2006 - July 2010
Junior ESSEC Conseil   June 2008 - July 2009
Junior ESSEC Conseil   September 2007 - September 2008
Dexia  June 2007 - September 2007
UBS Wealth Management   July 2005 - July 2005

Skills
Private Equity/Venture..., Private Placements, Fundraising, Valuation, Business Strategy, Management Consulting, Private Equity, Market Research, Corporate Finance, Financial Modeling, Venture Capital, Investor Relations, Consulting, Strategy, Business Development

Education
The Tuck School of Business at Dartmouth   2010 — 2010
MBA Exchange Prog., Corporate Finance

ESSEC Business School   2006 — 2010
Ms in Management, Strategy, Finance

Lycée Kléber   2004 — 2006
Classes Préparatoires, Maths, History and Economics, Philosophy, Advanced English and German

Julio Leaty Julio Leaty Greater New York City Area Details
Julio Leaty's UBS Wealth Management Experience April 2015 - July 2015
Job Administrative Manager
Industry Financial Services
Experience
UBS  July 2015 - Present
UBS Wealth Management   April 2015 - July 2015
VALIC  October 2012 - April 2015
Aflac  March 2012 - October 2012
Merrill Lynch  July 2007 - January 2012
Merrill Lynch  October 2006 - July 2007
Merrill Lynch  April 2006 - October 2006
Merrill Lynch  January 2004 - April 2006
Merrill Lynch  February 2003 - January 2004
Merrill Lynch  March 2001 - January 2003

Skills
Portfolio Management, Investments, Financial Advisory, Hedge Funds, Customer Relations, Health Insurance, Term Life Insurance, Disability Insurance, Group Policy, Employee Benefits, Securities, Sales, Mutual Funds, Customer Service, Employee Training, Equities, Asset Allocation, Series 7, Risk Management, Series 63, Series 65, Finance, Retirement Planning, Strategy, Financial Services, Strategic Financial..., Wealth Management, FINRA, Alternative Investments, Financial Planning, Fixed Income

Education
University of Phoenix   2006 — 2010
BS, Business

Essex County College   2001 — 2002
Economics

Rutgers, The State University of New Jersey-Newark   1985 — 1990
Economics

Brian E Hess Brian E Hess Greater New York City Area Details
Brian E Hess's UBS Wealth Management Experience June 2015 - Present
Job Associate Director, Sales Strategy at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
UBS  February 2014 - June 2015
UBS  July 2011 - January 2012
UBS  January 2008 - January 2012
UBS Wealth Management   2008 - 2010
Bank of America  September 2005 - December 2007

Skills
Fixed Income, Series 7, Financial Services, Bloomberg, Securities, Equities, Trading, Series 63, Bonds, FINRA, Mutual Funds, Hedge Funds, Options

Education
Stevens Institute of Technology   2009 — 2013
MS, Business Process Management

Fairfield University   2003 — 2007
Bachelor of Science, Business Management

Dmitry Lavnik Dmitry Lavnik Greater Chicago Area Details
Dmitry Lavnik's UBS Wealth Management Experience January 2007 - May 2007
Job Director Pricing at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation  August 2014 - Present
Sears Holdings Corporation  January 2013 - July 2014
Sears Holdings Corporation  May 2012 - August 2012
KPMG in Russia   October 2010 - May 2011
KPMG in Russia   July 2008 - September 2010
UBS Wealth Management   January 2007 - May 2007

Skills
Accounting, IFRS, Audit, Russian, Financial Analysis, Financial Reporting, Auditing, Excel, VBA, SQL, C++, SAP, Word, PowerPoint, External Audit, Microsoft Excel, Financial Modeling, Corporate Finance, Analysis, Economics, Strategic Leadership

Education
Yale University - Yale School of Management   2011 — 2013
Master of Business Administration (M.B.A.)

Fairleigh Dickinson University   2004 — 2008
BS, Finance

Nicole Wesley Nicole Wesley Indianapolis, Indiana Area Details
Nicole Wesley's UBS Wealth Management Experience December 2013 - Present
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2013 - Present
Peloton Wealth Strategists   January 2012 - December 2013
Morgan Stanley Smith Barney  November 2004 - January 2012

Education
Florida Institute of Technology   1995 — 1999
Bachelor of Science, Biology

David Morano David Morano Greater New York City Area Details
David Morano's UBS Wealth Management Experience March 2011 - June 2014
Job Managing Director, Wealth Management Operations Risk and Control at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2014 - Present
UBS Wealth Management   March 2011 - June 2014
UBS  1990 - 2011
UBS  1990 - 2011
PaineWebber  1990 - 1995

Skills
Securities, Financial Services, Leadership, Mutual Funds, Project Management, Program Management, Integration, Strategic Planning, Corporate Finance, Accounting, Budgets, Wealth Management

Education
Fairleigh Dickinson University   1990 — 1993
MBA, Finance

Saint Peter's College   1987 — 1990
BS, Management

Bergen Catholic High School

Bergen Catholic High School

Joseph Rosenthal, CRPS Joseph Rosenthal, CRPS Greater New York City Area Details
Joseph Rosenthal, CRPS's UBS Wealth Management Experience 1999 - 2002
Job BlackRock Defined Contribution Group
Industry Financial Services
Experience
BlackRock - Defined Contribution Group   January 2014 - Present
BlackRock - Defined Contribution Group   June 2011 - Present
BlackRock - iShares 401(k)   September 2009 - June 2011
Lincoln Financial Distributors  March 2008 - September 2009
Stifel Nicolaus (Formerly Ryan Beck & Co.)   2004 - March 2008
UBS Financial Services  2002 - 2004
UBS Wealth Management   1999 - 2002
Guardian Insurance Company  1997 - 1999
Chemical Insurance Agency/Chase Insurance Agency   1995 - 1997

Skills
Mutual Funds, Series 7, Retirement Planning, Retirement, Financial Advisory, Investment Strategies, 401k, Financial Services, Pensions, Estate Planning, ETFs, Portfolio Management, Wealth, Life Insurance, High Net Worth..., Series 63, Wealth Management, Securities, Investment Advisory

Education
Fairleigh Dickinson University   2007 — 2008
Financial Planning Certificate Program

Pace University   1991 — 1995

Kevin Del Mauro Kevin Del Mauro New York, New York Details
Kevin Del Mauro's UBS Wealth Management Experience June 2006 - August 2006
Job Vice President at Investcorp
Industry Investment Banking
Experience
Investcorp  June 2015 - Present
Credit Suisse  July 2013 - June 2015
Bank of America Merrill Lynch  October 2011 - July 2013
Bank of America Merrill Lynch  June 2008 - October 2011
Merrill Lynch  May 2007 - August 2007
UBS Wealth Management   June 2006 - August 2006

Skills
Mergers & Acquisitions, Investment Banking, Series 7, Capital Raising, Private Equity, Alternative Investments, Relationship Management, Corporate Finance, Middle Market, Microsoft Office, Microsoft Word, PowerPoint, Sales, Hedge Funds, Investor Relations, Mutual Funds, Series 66, M&A Experience, Due Diligence, Recapitalizations, Microsoft Excel, Microsoft PowerPoint, Market Research, Process Improvement

Education
Fairfield University   2004 — 2008
Bachelors of Science, Finance

Erin McFadden Erin McFadden Cornwall, New York Details
Erin McFadden's UBS Wealth Management Experience May 2015 - Present
Job Student at Fairfield University
Industry
Experience
UBS Wealth Management   May 2015 - Present
Office of Financial Aid  September 2013 - Present
J Crew  May 2014 - January 2015

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Time Management, Customer Service, Social Networking, PowerPoint, Facebook, Analysis, Public Speaking, Event Planning

Education
Fairfield University   2012 — 2016
Finance

Junior Plaza Junior Plaza Weehawken, New Jersey Details
Junior Plaza's UBS Wealth Management Experience July 2015 - Present
Job Compliance Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
AT&T Mobility  December 2011 - June 2015
RadioShack  June 2009 - December 2011

Skills
Solution Selling, Direct Sales, Sales Process, Telecommunications, Account Management, Wireless, Sales Operations, Managed Services, Sales Management, Sales, Selling, B2B, Customer Retention, VoIP, Customer Service, Time Management, Customer Experience, Sales Presentations, Retail, Product Management, Strategy, Selling Skills, Cold Calling, Customer Satisfaction, Salesforce.com, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Merchandising, Research, Microsoft Word, Training, Analysis, Strategic Planning, Marketing Strategy, Marketing, Mobile Devices, Marketing Communications, Teamwork

Education
Rutgers, The State University of New Jersey   2013 — 2014
Bachelor's degree, Sociology

Rutgers, The State University of New Jersey-Newark   2013 — 2014
Bachelor's degree, Criminal Justice/Safety Studies

Essex Community College   2011 — 2013
Associate's degree, Criminal Justice/Safety Studies

Jaime Castelblanco Jaime Castelblanco Miami, Florida Details
Jaime Castelblanco's UBS Wealth Management Experience May 2014 - Present
Job Senior Wealth Strategist
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
Citi  August 2012 - May 2014
Morgan Stanley Wealth Management  July 2011 - August 2012
Merrill Lynch  August 2007 - July 2012

Skills
Wealth Management, Investments, Private Banking, Asset Allocation, Equities, Fixed Income, Capital Markets, Portfolio Performance..., High Net Worth..., Series 7, Series 63, Series 65, Investment Management, Bloomberg, Zephyr Style Advisor, Mutual Funds, Relationship Management, Structured Products

Education
Florida International University   2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Universidad del Norte   1998 — 2000
Industrial Engineering

Dmitriy Bendoym Dmitriy Bendoym Miami/Fort Lauderdale Area Details
Dmitriy Bendoym's UBS Wealth Management Experience September 2010 - December 2010
Job Canali (Bal Harbour)
Industry Retail
Experience
Canali  July 2015 - Present
Brioni  July 2014 - July 2015
Reiss  April 2014 - June 2014
Reiss  September 2013 - March 2014
Reiss  May 2013 - September 2013
Reiss  February 2012 - May 2013
Reiss  January 2010 - February 2012
UBS Wealth Management   September 2010 - December 2010
Reiss  September 2008 - January 2010
Chevrolet  September 2006 - December 2006

Skills
Product Development, Driving Sales..., Customer Satisfaction, Team Building, Product Forecasting, Strategic Planning, Customer Service, Fashion, Microsoft Excel, Management, Sales, Merchandising, Budgets, Retail, Visual Merchandising, Payroll, Event Management, Training, Store Management, Sales Management, Loss Prevention, Inventory Management, Social Media, Trend Analysis, CRM, Leadership, Apparel, Retail Sales, Store Operations, Driving Results, Styling, Window Displays, Luxury Goods, Merchandise Planning, New Store Development, Trend Forecasting, Trend, Recruiting, Employee Training

Education
Florida International University   2007 — 2011
Bachelor, Business Administration; Finance and International Business

Florida International University - College of Business
Bachelor's degree, Finance, General

Carla Beltran Carla Beltran Miami/Fort Lauderdale Area Details
Carla Beltran's UBS Wealth Management Experience March 2004 - November 2008
Job Human Resources Professional
Industry Human Resources
Experience
XTS CORP  May 2010 - May 2014
International Security & Trading Corp.   March 2009 - May 2010
UBS Wealth Management   March 2004 - November 2008

Skills
Employee Relations, New Hire Orientations, Applicant Tracking..., Interviews, SPHR, Employee Handbooks, FMLA, Sourcing, Benefits Administration, Performance Management, Employee Training, ADP Payroll, Payroll, Employee Benefits, Deferred Compensation, Affirmative Action, Account Management, COBRA, Payroll Taxes, Recruiting, Talent Acquisition, Compensation & Benefit, Training, Open Enrollment, Onboarding, I-9 Compliance, HRIS

Education
Florida International University

Jason M. Gold Jason M. Gold Greater New York City Area Details
Jason M. Gold's UBS Wealth Management Experience June 2009 - August 2009
Job Vice President at Ariel Property Advisors
Industry Real Estate
Experience
Ariel Property Advisors  September 2012 - Present
Murray Hill Properties  December 2010 - September 2012
UBS Wealth Management   June 2009 - August 2009
BISCAYNE AMERICAS   June 2008 - August 2008
MORGAN STANLEY  June 2007 - August 2007

Skills
Hedge Funds, Portfolio Management, Financial Analysis, Trading, Real Estate, Valuation, Asset Management, Sales, Investment Properties, Investments, Analysis

Education
Florida International University   2007 — 2010
Bachelor of Business Administration, Finance

Ian Brown-Christenson Ian Brown-Christenson Greater New York City Area Details
Ian Brown-Christenson's UBS Wealth Management Experience October 2013 - Present
Job Securities Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2013 - Present
MONOC  2011 - October 2013
Merrill Lynch  July 2011 - September 2012
South Orange Performing Arts Center  August 2010 - November 2010
Saint Barnabas Health Care System  March 2010 - May 2010

Skills
Microsoft Excel, Analysis, Microsoft Office, Investments, Structured Products, Derivatives, Bloomberg, EMT, Fixed Income, Wealth Management, Securities, Asset Management, Equities, Finance, Microsoft Word, Public Speaking

Education
Fairleigh Dickinson University   2010 — 2013
Bachelor of Science (BS), Finance

George Mason University

Rodney C. Clayton, CFA Rodney C. Clayton, CFA New York, New York Details
Rodney C. Clayton, CFA's UBS Wealth Management Experience 2013 - Present
Job Equities Investment Research Analyst at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   2013 - Present
J.P. Morgan   2011 - 2013
J.P. Morgan   2008 - 2011
J.P. Morgan   2004 - 2007
Imagestic Corporation   1998 - 2003

Skills
Equities, Equity Research, Investment Banking, Series 7, Series 63, Equity Valuation, Corporate Finance, Asset Managment, Securities, Bloomberg, Valuation, Financial Analysis, Credit Analysis, Entrepreneurship, Financial Modeling, Corporate Development, P&L Forecasting, Investments, Energy, Oil/Gas, Environmental Services, Engineering &..., Infrastructure, Politics, Writing, Hedge Funds, Capital Markets, Asset Management, Alternative Investments, Fixed Income, Emerging Markets, Bonds

Education
Florida Agricultural and Mechanical University
MBA

Florida Agricultural and Mechanical University
BS, Business Administration

Jorge L. Rugel, PMP Jorge L. Rugel, PMP Miami, Florida Details
Jorge L. Rugel, PMP's UBS Wealth Management Experience 2001 - 2003
Job PMO Director at Assurant
Industry Information Technology and Services
Experience
Assurant  May 2015 - Present
Assurant  April 2012 - May 2015
Assurant  2011 - April 2012
Burger King Corporation  2005 - 2011
TD Waterhouse  2004 - 2005
Dreyfus  2003 - 2004
UBS Wealth Management   2001 - 2003
Americatel  1999 - 2001

Skills
Project Management, Vendor Management, PMP, PMO, Project Portfolio...

Education
Florida International University - College of Business
Master of Science, MIS

Florida International University
Bachelor of Science, Business Management

Patrick O'Keefe Patrick O'Keefe Greater New York City Area Details
Patrick O'Keefe's UBS Wealth Management Experience June 2009 - August 2009
Job Manager of Finance at Vineyard Vines
Industry Financial Services
Experience
Vineyard Vines  May 2013 - Present
Reader's Digest  December 2012 - April 2013
Reader's Digest  May 2011 - December 2012
Reader's Digest  August 2009 - May 2011
UBS Wealth Management   June 2009 - August 2009

Skills
Financial Modeling, Cash Flow Forecasting, Corporate Finance, Cash Management, Variance Analysis, Microsoft Excel, Managerial Finance, Analysis, Accounting, Cash Flow, Auditing, Internal Audit, Consolidation, Finance, Financial Analysis

Education
Fairfield University   2005 — 2009
Bachelors of Science, Finance

Wethersfield High School   2003 — 2005

Jennifer Cuellar Jennifer Cuellar Fairfield, Connecticut Details
Jennifer Cuellar's UBS Wealth Management Experience May 2011 - June 2011
Job Illustration Specialist at Lenox Advisors | Fifth Ave Financial
Industry Accounting
Experience
Lenox Advisors  July 2015 - Present
EY  June 2014 - July 2014
The Schwerdtle Stamp Company   July 2013 - February 2014
UBS Wealth Management   May 2011 - June 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Bookkeeping, English, Photoshop, Leadership, Office Management, Budgets, Financial Reporting, Invoicing, Account Reconciliation, Bank Reconciliation, Time Management

Education
Fairfield University   2011 — 2015
Bachelor's degree, Accounting and economics

Fairfield Ludlowe High School   2007 — 2011

Anthony Cottone Anthony Cottone Boca Raton, Florida Details
Anthony Cottone's UBS Wealth Management Experience February 2001 - March 2003
Job Tax Reduction Author, Family Office Investments, Certified Financial Planner(R), CPA Educator, Insurance
Industry Investment Management
Experience
Retirement Planning Institute   September 2010 - Present
AXA Advisors  2008 - 2010
UBS Wealth Management   February 2001 - March 2003

Skills
Alternative Investments, Investment Strategies, Retirement Planning, Retirement, Investments, Fixed Annuities, Life Insurance, Wealth, Finance, Tax, Mutual Funds, Wealth Management, Asset Management, Portfolio Management, Series 7, Wealth Management..., High Net Worth..., Financial Planning, Investment Advisory

Education
The American College   2005 — 2007
Certified Financial Planner(R), Financial Planning

Florida Atlantic University   1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Alex Saltzburg Alex Saltzburg Greater New York City Area Details
Alex Saltzburg's UBS Wealth Management Experience 2011 - 2011
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2015 - Present
Brown Brothers Harriman  2012 - June 2015
J-Dogs Inc.   January 2012 - August 2012
UBS Wealth Management   2011 - 2011

Skills
Accounting, Budgets, Financial Analysis, Teamwork, Forecasting, CRM, Management, Leadership, Time Management

Education
Fairleigh Dickinson University   2008 — 2012
Bachelor of Sciences, Finance

Monica K. Alarcon Monica K. Alarcon Atlanta, Georgia Details
Monica K. Alarcon's UBS Wealth Management Experience April 2000 - February 2008
Job Victory loves preparation and creativity.
Industry Venture Capital & Private Equity
Experience
Chess Atlanta   August 2015 - Present
MDesigns International   February 2008 - Present
UBS Wealth Management   April 2000 - February 2008
A.G. Edwards & Sons, Inc.   September 1996 - August 1999
Calgary Polo Club   June 1993 - August 1998

Skills
Microsoft Office, Process Improvement, Microsoft Word, Negotiation, Analysis, Business Analysis, Business Development, Social Media, English, Sales, Event Planning, Business Strategy, Financial Analysis, Sales Management, Retail, Financial Modeling, Strategy, Marketing Communications, Portfolio Management, Finance, Marketing Strategy, Asset Management, Risk Management, Account Management, Start-ups, Investments, Customer Service, Leadership, Marketing, Social Networking, Budgets, Public Speaking, Microsoft Excel

Education
Emory University - Goizueta Business School   2004 — 2007
Master of Business Administration (MBA), International Business

Georgia State University   1999 — 2003
Bachelor's Degree, Finance and Financial Management Services

South Forsyth High School   1997 — 1999
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Frank Borgognone Frank Borgognone Manhasset, New York Details
Frank Borgognone's UBS Wealth Management Experience May 2014 - May 2014
Job Summer Analyst
Industry Financial Services
Experience
Fairfield University  September 2012 - Present
KBW  July 2015 - August 2015
Greywolf Execution Partners   June 2015 - July 2015
UBS  May 2014 - August 2014
UBS Wealth Management   May 2014 - May 2014
Buttercooky Bakery LLC   June 2012 - May 2014
Better Boat Bottoms   May 2012 - September 2013
All American Lax Summer Tune Up   June 2013 - July 2013

Skills
∗Microsoft Office..., Microsoft Excel, Finance, Analysis, Equities, Investments, Sales, Public Speaking, Facebook, Social Networking, Microsoft Word

Education
Fairfield University   2012 — 2016
Bachelor of Science (B.S.), Finance, Junior

Manhasset High School

Garrett Marqua Garrett Marqua Washington D.C. Metro Area Details
Garrett Marqua's UBS Wealth Management Experience May 2008 - August 2008
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  April 2015 - Present
PwC Advisory  July 2012 - March 2015
PwC Advisory  February 2010 - June 2012
UBS Wealth Management   May 2008 - August 2008

Skills
Program Management, Leadership, Management Consulting, Management, Business Process..., Finance, Process Improvement, Portfolio Management, Analytics, Business Development, Investments

Education
Fairfield University   2006 — 2009
Bachelor of Science (B.S.), Business Management

Jason Wierzel Jason Wierzel Collegeville, Pennsylvania Details
Jason Wierzel's UBS Wealth Management Experience June 2014 - July 2014
Job Student at Fairfield University
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - July 2014
Brookstone  July 2013 - May 2014
DecisionOne  2013 - 2013

Skills
Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Presentations, Project Planning, Economics, Leadership, Customer Service, Microsoft Office, Research, Sales

Education
Fairfield University   2012 — 2016
Bachelor of Arts (B.A.), Economics/Finance

Michael Friedman, MBA Michael Friedman, MBA Greater New York City Area Details
Michael Friedman, MBA's UBS Wealth Management Experience May 2004 - August 2004
Job Senior Financial Analyst at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson  April 2015 - Present
Church & Dwight, Co., Inc.   February 2013 - March 2015
Pearson Education  January 2007 - February 2013
Macy's  December 2006 - January 2007
McGraw-Hill  August 2006 - November 2006
Ethicon  January 2006 - March 2006
UBS Wealth Management   May 2004 - August 2004

Skills
Financial Analysis, Monthly Close, Financial Reporting, Global Asset Management, Financial Metrics, Financial Statement..., International Finance, Variance Analysis, Ad Hoc Reporting, Database Admin, Publishing, Communication Skills, Hyperion Enterprise, Microsoft Office, Microsoft Excel, Hyperion HFM, Smartview, Business Objects, SAP, WebEx, Quarterly Reporting, Forecasting, Foreign Exchange, Inventory Analysis, Statutory Accounting, Presentations, Accounting, Budgets, Analysis, Access, Sarbanes-Oxley Act, Data Analysis, Process Improvement, Auditing, GAAP, Financial Statements, Financial Modeling, Pricing, Essbase, Strategic Financial..., P&L, Cost Accounting, Managerial Finance, Hyperion, Financial Planning

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2011
MBA, Finance and Management, Cumulative GPA: 3.3

Fairleigh Dickinson University   2001 — 2005
BS, Economics and Finance, Cumulative GPA: 3.0; Major GPA: 3.4

Colonia High School   1997 — 2001

Julien Zerbib Julien Zerbib Monaco area Details
Julien Zerbib's UBS Wealth Management Experience September 2012 - Present
Job Investment Advisor chez UBS (Monaco) S.A.
Industry Investment Banking
Experience
UBS Wealth Management   September 2012 - Present
UBS Wealth Management   December 2011 - September 2012
OFI Asset Management   May 2011 - August 2011
LCL  September 2009 - February 2010
Credit Agricole Leasing & Factoring   July 2009 - September 2009

Skills
Produits structurés, Banque d'investissement, Obligations/titres à..., Hedge Funds, Bloomberg, Portfolio Management, Stock options, Gestion de portefeuille, Fixed Income, Finance d'entreprise, Banque, Structured Products

Education
Université Panthéon Sorbonne (Paris I)   2009 — 2012
MAGISTERE FINANCE, Banking, Corporate, Finance, and Securities Law

ESLSCA   2011 — 2012
Master 2 en Finance de marché, Gestion d'actifs

INTEGRALE   2006 — 2009
Classe prépa HEC, Economics

Ludger Deryce Jr, CRPS®, Ludger Deryce Jr, CRPS®, Union, New Jersey Details
Ludger Deryce Jr, CRPS®,'s UBS Wealth Management Experience May 2010 - August 2010
Job Senior Plan Associate
Industry Financial Services
Experience
Great-West Financial  October 2012 - May 2015
Great-West Life and Annuity Insurance Company  January 2011 - October 2012
UBS Wealth Management   May 2010 - August 2010
Crédit Agricole  2006 - 2008

Skills
Insurance, Financial Services, Series 6, Salesforce.com, Series 63, Marketing, Retirement Planning, Mutual Funds, Marketing Communications, Account Management, 401k, 403 b, 457 Plans, Keoghs, Qualified Retirement..., Benefit Plan..., Form 5500 preparation, Census, Phone Etiquette, Defined Benefit, Defined Contribution, Bonds, Investments, Analysis

Education
New Jersey Institute of Technology   2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 4.0

Fairleigh Dickinson University   2006 — 2010
Bachelor of Science (BS), International Business/Trade/Commerce

Seton Hall University
Master's Degree, Non-Profit/Public/Organizational Management, 3.8

Evan Tuozzoli Evan Tuozzoli Trumbull, Connecticut Details
Evan Tuozzoli's UBS Wealth Management Experience September 2014 - May 2015
Job Regulatory Reporting Analyst at HedgeServ
Industry Financial Services
Experience
HedgeServ  June 2015 - Present
UBS Wealth Management   September 2014 - May 2015
Indeed.com  June 2014 - August 2014
UBS  February 2014 - May 2014
Sanmina  June 2013 - August 2013
Patterson Country Club  May 2011 - August 2012
Zimmerman Advertising  January 2012 - February 2012

Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Marketing, Social Media Marketing, Market Research, Event Planning, Advertising, Public Speaking, Marketing Communications, Research, Marketing Strategy, Finance, Sales, Account Management

Education
Fairfield University   2013 — 2015
Marketing, Finance

University of Delaware - Lerner College of Business and Economics   2011 — 2013
Marketing, Finance

Fairfield Prep

Fairfield Prep

Amy Carnes Amy Carnes Reading, Massachusetts Details
Amy Carnes's UBS Wealth Management Experience January 2015 - May 2015
Job Client Services Representative at Dun & Bradstreet NetProspex
Industry
Experience
Dun & Bradstreet NetProspex  August 2015 - Present
UBS Wealth Management   January 2015 - May 2015
On The Border  April 2013 - August 2014
Fairfield Public Schools  February 2013 - May 2013
YMCA of Greater Boston  May 2012 - August 2012

Skills
Microsoft Word, Public Speaking, Research, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Team Leadership, Customer Engagement, Applied Mathematics, Mathematics, Social Networking

Education
Fairfield University   2011 — 2015
Bachelor of Science (B.S.), Mathematics, Mathematics

Reading Memorial High School   2007 — 2011

Katie Bundy Katie Bundy Boston, Massachusetts Details
Katie Bundy's UBS Wealth Management Experience June 2014 - Present
Job Regional Business Strategist at UBS Wealth Managment
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - Present
UBS Wealth Management   January 2013 - June 2014
UBS Wealth Management   August 2011 - January 2013
Merril Lynch Inc  May 2007 - August 2010

Education
Fairfield University   2007 — 2011
Bachelor’s Degree, Marketing

Università degli Studi di Firenze   2009 — 2009
Bachelor’s Degree

Gerald Norris CFP®, CIMA®, CRPC® Gerald Norris CFP®, CIMA®, CRPC® Greater Detroit Area Details
Gerald Norris CFP®, CIMA®, CRPC®'s UBS Wealth Management Experience January 1989 - Present
Job Financial AdvisorSenior Vice President Wealth Management with Norris Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management   January 1989 - Present
UBS Wealth Management   January 1989 - December 2007
UBS Wealth Management   January 2000 - June 2006
UBS Paine Webber  January 1989 - December 2004
PaineWebber  January 1989 - December 2000
Smith Barney Brokerage Firm  January 1981 - December 1988

Education
Ferris State University   1973 — 1978
Bachelor of Science; Associates, Pharmacy, Business

Angelina DeFarlo, M.B.A. Angelina DeFarlo, M.B.A. Miami, Florida Details
Angelina DeFarlo, M.B.A.'s UBS Wealth Management Experience June 2015 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
J.P. Morgan   October 2014 - April 2015
Free People  May 2014 - October 2014
The Westhorpe Group   January 2014 - June 2014
Oxford Global Resources  October 2012 - November 2013

Skills
Sales Management, Marketing, Social Media Marketing, Social Networking, Leadership, Networking, Sales, Consulting, Management, Salesforce.com, Technical Recruiting, Customer Service, Project Management, Cold Calling, Microsoft Suites, Client Services, Retail Banking, Institutional Relations

Education
Palm Beach Atlantic University   2012 — 2014
Master of Business Administration (MBA), International Business

Palm Beach Atlantic University   2009 — 2012
Bachelor of Science (B.S.), Organizational Management

Florida Atlantic University   2006 — 2008
Business, Management and Marketing

Silvia Atanasova Silvia Atanasova San Francisco Bay Area Details
Silvia Atanasova's UBS Wealth Management Experience April 2011 - April 2014
Job Executive Team Assistant and Branch Technology Liaison at UBS
Industry Financial Services
Experience
UBS  February 2015 - Present
Wells Fargo Advisors  April 2014 - January 2015
Wells Fargo Advisors  April 2014 - January 2015
UBS Wealth Management   April 2011 - April 2014

Skills
Series 7, Series 66, 2-15 Insurance Licensed

Education
Florida Atlantic University
Bachelor's degree, Accounting

Scott Azaroff Scott Azaroff Charlotte, North Carolina Details
Scott Azaroff's UBS Wealth Management Experience October 2009 - July 2010
Job Sales Operations Manager at QuietStream Financial
Industry Automotive
Experience
QuietStream Financial  November 2014 - Present
Driven Brands, Inc.   June 2014 - November 2014
Driven Brands, Inc.   January 2014 - June 2014
Driven Brands, Inc.   October 2013 - January 2014
Red Ventures  February 2013 - September 2013
Red Ventures  May 2011 - February 2013
Morrison Management Specialist  September 2010 - January 2011
UBS Wealth Management   October 2009 - July 2010
Collegeboxes   February 2009 - May 2009
Big Jon's Junk Removal   May 2005 - August 2006

Skills
Microsoft Office, SQL, QlikView, Sales, Advertising, Microsoft Excel, Data Analysis, Corporate Finance, Financial Analysis, Analysis, Investments, Customer Service, Finance, Business Analysis, PowerPoint, Competitive Analysis, Project Management, Financial Modeling, Facebook, Social Media, Marketing, Business Strategy, Social Media Marketing, Google Adwords, MSN AdCenter, Market Research

Education
Emory University - Goizueta Business School   2007 — 2010
BBA, Finance & Strategic Management

The Bullis School   2003 — 2007
High School, College Prep

Carolina Pineira Carolina Pineira New York, New York Details
Carolina Pineira's UBS Wealth Management Experience August 2007 - Present
Job Client Advisor Assistant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2007 - Present
BNP Paribas  August 2004 - August 2007
Dresdner Bank  August 2001 - August 2004

Education
Florida International University
Bachelor of Arts (B.A.), Management and International Business

Jessica Paige Friedman Jessica Paige Friedman Miami/Fort Lauderdale Area Details
Jessica Paige Friedman's UBS Wealth Management Experience May 2014 - Present
Job Wealth Management at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
Morgan Stanley Wealth Management  October 2013 - May 2014
Morgan Stanley Wealth Management  June 2013 - October 2013
Morgan Stanley Wealth Management  September 2012 - May 2013
Sofia  June 2010 - August 2010

Skills
Series 7, Series 66, Series 9

Education
Florida Gulf Coast University   2009 — 2013
Bachelor's degree, Marketing Minor Advertising

Lawrence Neuburger, M.B.A. Lawrence Neuburger, M.B.A. Greater New York City Area Details
Lawrence Neuburger, M.B.A.'s UBS Wealth Management Experience June 2006 - November 2012
Job Corporate Vice President Learning & Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  May 2014 - Present
UBS Wealth Management   June 2006 - November 2012
UBS Wealth Management   June 2004 - May 2006
UBS Wealth Management   April 2000 - May 2004

Skills
Program Management, Financial Services, Strategic Planning, Series 7, Process Improvement, Vendor Management, Management, Financial Advisory, Leadership, Business Development, Change Management, Asset Allocation, Mutual Funds, Marketing, Wealth Management, Wealth Management..., High Net Worth..., Investment Advisory, Project Planning, Alternative Investments, Investment Strategies, Coaching, Personal Development, Continuing Education, Securities, Staff Development, Sales Management, Private Wealth..., Ultra High Net Worth, Communication Skills, Team Dynamics, Professional Skills, Practice Management, Next Generation, Professional..., Products and Services, High Net Worth, UHNW, HNW, Sales Trainer, Sales Development, Learning Strategy, Needs Assessment, Design & Delivery, Facilitation & Training..., Evaluation & Assessment, Relationship Management

Education
Fairleigh Dickinson University   2002 — 2006
Master of Business Administration (M.B.A.), Marketing

William Paterson University of New Jersey   1994 — 1999
Bachelor of Science (B.S.), Marketing

Gene Carroll Gene Carroll Tampa, Florida Details
Gene Carroll's UBS Wealth Management Experience 2010 - 2011
Job Corporate Sales Rep Navistar International
Industry Transportation/Trucking/Railroad
Experience
Navistar Inc  2013 - Present
JPMorgan Chase  January 2011 - January 2013
UBS Wealth Management   2010 - 2011
Tracker Marine Group  2007 - 2010
The Home Depot  2002 - 2006

Education
Florida Atlantic University
Bachelor of Arts; Bachelor of Arts, Marketing; Business Management

Sasha Morrison-Mays Sasha Morrison-Mays West Palm Beach, Florida Details
Sasha Morrison-Mays's UBS Wealth Management Experience August 2014 - Present
Job Registered Sales Associate at Neuberger Berman
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
Neuberger Berman  August 2004 - August 2014
Legg Mason Wood Walker  July 2002 - August 2004
Deutsche Bank  August 1998 - August 2002

Skills
Series 63, Mutual Funds, Equities, Securities, Fixed Income, Investments, Wealth Management, Alternative Investments, Asset Allocation, Uniform Combined State..., Bloomberg

Education
Florida Atlantic University

The University of Texas at San Antonio

Brianna Valente Brianna Valente New Canaan, Connecticut Details
Brianna Valente's UBS Wealth Management Experience July 2013 - August 2014
Job Financial Benefits Associate at Willis
Industry Financial Services
Experience
Willis  June 2015 - Present
Greenwich Wealth Managment, LLC   February 2015 - May 2015
UBS Wealth Management   July 2013 - August 2014
PB Capital  May 2012 - August 2012
Tarva Site Development, LLC   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Data Analysis, Business Analysis, Time Management, Event Planning

Education
Fairfield University   2012 — 2015
Finance

Universidad Pontificia Comillas   2014 — 2014

Erica Levine Erica Levine Greater New York City Area Details
Erica Levine's UBS Wealth Management Experience June 2014 - August 2014
Job Acquisition and Leveraged Finance Summer Analyst at Nomura
Industry Investment Banking
Experience
Nomura  June 2015 - Present
UBS Wealth Management   June 2014 - August 2014

Skills
Statistics, Microsoft Excel, Microsoft Word, Organization, Conflict Resolution

Education
Emory University - Goizueta Business School   2012 — 2016
Bachelor of Business Administration (BBA), Finance

Rose Penzi Rose Penzi Greater Boston Area Details
Rose Penzi's UBS Wealth Management Experience September 2011 - December 2011
Job Financial Services Assurance Senior at EY
Industry Financial Services
Experience
EY  September 2015 - Present
EY  September 2013 - Present
Fairfield University  May 2012 - May 2013
Ernst & Young  January 2013 - March 2013
Birinyi Associates, Inc.   January 2012 - May 2012
UBS Wealth Management   September 2011 - December 2011
Enigma Canon, LLC   June 2011 - August 2011
North American Partners in Anesthesia  July 2010 - August 2010

Skills
Investments, Financial Services, Strategic Financial..., Derivatives

Education
Fairfield University   2012 — 2013
Masters, Accounting

Fairfield University   2009 — 2012
Bachelor of Science (BS), Finance & Accounting

Sacred Heart Academy   2004 — 2008

Joseph M. Labella, CIMA, CAIA Joseph M. Labella, CIMA, CAIA Greater New York City Area Details
Joseph M. Labella, CIMA, CAIA's UBS Wealth Management Experience September 2001 - June 2006
Job Director of Investments at Diefendorf Capital
Industry Investment Management
Experience
DIEFENDORF CAPITAL   September 2007 - Present
Quan-Vest Consultants, Inc.   July 2006 - August 2007
UBS - WEALTH MANAGEMENT  September 2001 - June 2006
Morgan Stanley  July 1998 - May 2001

Skills
Investments, Asset Allocation, Alternative Investments, Hedge Funds, ETFs, Series 7, Mutual Funds, Equities, Series 63, Portfolio Management, Wealth Management, Equity Research, Securities, Wealth Management..., Fixed Income, Investment Management, Asset Managment, Managed Futures, Bloomberg, Investment Strategies, Options, Financial Markets, Investment Advisory, High Net Worth..., Retirement Planning

Education
Fairfield University   1988 — 1992
Bachelor of Arts, Economics

Chaminade High School   1984 — 1988
Liberal Arts

CAIA

Elyse Langsett Elyse Langsett Greater New York City Area Details
Elyse Langsett's UBS Wealth Management Experience March 2010 - July 2010
Job Coordinator, Eastern Region at Planned Parenthood Federation of America
Industry Marketing and Advertising
Experience
Planned Parenthood Federation of America  December 2014 - Present
Planned Parenthood Federation of America  July 2014 - December 2014
Move for Hunger  July 2013 - October 2013
Eleventh Hour Rescue  September 2011 - July 2013
Virtual Corporation, Inc.   May 2011 - July 2013
UBS Wealth Management   March 2010 - July 2010

Skills
Social Media Marketing, Fundraising, Leadership, Public Speaking, Marketing, Press Releases, Microsoft Excel, Trade Shows, Event Planning, Email Marketing, Microsoft Office, Social Networking, Community Outreach, Strategic Planning, Analysis, Management, Time Management, Marketing Communications, Nonprofits, Social Media, Market Research, Customer Service, Editing, Program Management, CRM, Retail, Office Administration, Lotus Notes, Facebook, Project Planning, Event Management, Public Relations, Sponsorship, Budget Monitoring, Teamwork, Grant Writing, Networking, Excel, Non-profits, Client Interfacing, Team Approach CRM, Zoho CRM, Blackbaud CRM

Education
Fairleigh Dickinson University   2008 — 2011
BA, Business Management

Matthew Scanlon Matthew Scanlon Greater Minneapolis-St. Paul Area Details
Matthew Scanlon's UBS Wealth Management Experience 2008 - 2008
Job Regional Director Twin Cities
Industry Financial Services
Experience
Legg Mason  October 2011 - Present
Legg Mason  2008 - October 2011
UBS Wealth Management   2008 - 2008

Education
Fairfield University
BS, Finance and Relationship Marketing

William C. Hyde William C. Hyde Greater Atlanta Area Details
William C. Hyde's UBS Wealth Management Experience January 1989 - Present
Job Financial Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 1989 - Present

Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)

Emory University - Goizueta Business School
Master of Business Administration (MBA), Finance

South Dakota School of Mines and Technology
Bachelor of Science (BS), Engineering

John C. Driscoll John C. Driscoll Greater New York City Area Details
John C. Driscoll's UBS Wealth Management Experience November 2008 - December 2010
Job Lead Gen Manager at Everyday Health
Industry Online Media
Experience
Everyday Health Inc.  September 2015 - Present
Everyday Health  August 2013 - August 2015
Asset International  June 2011 - January 2012
UBS Wealth Management   November 2008 - December 2010
New York City Housing Development Corportation (HDC)   May 2008 - September 2008

Skills
Social Media, Web Development, Bloomberg, Music Production, Audio Engineering, Microsoft Office, Security Analysis, HTML, CSS, JavaScript, Web Content Management, Front-end

Education
Fairfield University   2007 — 2011
Bachelor of Arts (BA), Finance, General

Fordham Preparatory School   2003 — 2007
High School Diploma

General Assembly
Front-End Web Development, Web Development

John Land John Land Greater Boston Area Details
John Land's UBS Wealth Management Experience May 2005 - October 2006
Job Principal, HR Transformation
Industry Management Consulting
Experience
Mercer  October 2010 - Present
SHRM Maine State Council  January 2013 - October 2014
United States Naval Academy  January 2005 - April 2014
Maine Society for Healthcare Human Resources Administration   June 2011 - June 2012
Human Resource Association of Southern Maine   January 2011 - March 2012
One Sky Community Services  October 2010 - January 2012
Direct Capital Corporation  October 2006 - May 2010
UBS Wealth Management   May 2005 - October 2006
OppenheimerFunds  July 2004 - May 2005
Goldman Sachs  October 2000 - July 2004

Skills
Employee Relations, Human Capital Management, Organizational..., Performance Management, Program Management, Process Improvement, Problem Solving, Governance, Talent Acquisition, Talent Management, Talent Assessment, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Project Management, Personnel Management, Staff Development, Recruiting, Human Resources, Organizational..., Employee Benefits, Strategic Planning, Mergers & Acquisitions, Management, Policy, Deferred Compensation, Leadership Development, Nonprofits, Time Management, Outsourcing, Strategy, Team Building, Coaching, Change Management, Employee Training, Management Consulting, Organizational Design, Analysis, Government, Workforce Planning, Executive Management, Succession Planning, Workshop Facilitation, Executive Coaching, Conflict Resolution, Administration, Leadership

Education
Norwich University   2013 — 2014
Master of Science (M.S.), Organizational Leadership

Fairleigh Dickinson University   2004 — 2004
HR Management

United States Naval Academy   1989 — 1993
Bachelor of Science (B.S.), History

Kent School   1988 — 1989

Alison Horowitz Alison Horowitz Greater New York City Area Details
Alison Horowitz's UBS Wealth Management Experience June 2009 - August 2009
Job Account Supervisor at Publicis Kaplan Thaler
Industry Marketing and Advertising
Experience
Publicis  October 2013 - Present
Deutsch  February 2012 - July 2013
Octagon  June 2011 - December 2011
Atlanta Ronald McDonald House Charities  September 2010 - December 2010
The Trump Organization  June 2010 - August 2010
UBS Wealth Management   June 2009 - August 2009

Skills
Social Media, Facebook, Event Management, Event Planning, Sports Marketing, Management, Marketing, Event Marketing Strategy, Sponsorship Activation, Brand Activation, Sponsorship Program..., Luxury Brand Marketing

Education
Emory University - Goizueta Business School   2007 — 2011
BBA, Finance and Marketing

American University of Rome   2010 — 2010

Anthony Cucuzza Anthony Cucuzza Scarsdale, New York Details
Anthony Cucuzza's UBS Wealth Management Experience June 2013 - August 2013
Job Finance Major at Fairfield University
Industry Financial Services
Experience
New York Yankees  May 2009 - Present
Major League Baseball  May 2014 - August 2014
UBS Wealth Management   June 2013 - August 2013

Skills
Public Speaking, Finance, Coaching, Business Development, Market Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Teamwork

Education
Fairfield University   2011 — 2015

Fairfield University

Joshua Melchor Joshua Melchor Greater New York City Area Details
Joshua Melchor's UBS Wealth Management Experience September 2011 - May 2012
Job Entrepreneur & Investor
Industry Financial Services
Experience
Allied Wealth Partners  September 2012 - Present
John Thomas Financial  May 2012 - August 2012
UBS Wealth Management   September 2011 - May 2012
The Vitamin Shoppe  June 2010 - August 2011
Murray Hill Associates, Inc   June 2011 - June 2011
Frame A Coin   August 2009 - May 2010

Skills
Financial Planning, Financial Modeling, Investments, Equities, Bond Markets, Mutual Funds, Options Strategies, 529 Plans, Hold Series 7, Series 7, Series 66, Hold Series 66, Entrepreneurship, Morningstar, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Highly motivated..., Strategic Financial..., Investment Management, Portfolio Management, Finance, Securities, Asset Allocation, Life Insurance, Insurance, Financial Services, Uniform Combined State...

Education
Fairleigh Dickinson University-Florham Campus   2014 — 2016
Certified Financial Planner Qualification(s), Financial Planning and Services - CFP

Fairleigh Dickinson University   2008 — 2012
Bachelor's Degree, Entrepreneurial Studies, 3.6

Belvidere High School   2004 — 2008
Diploma

Colin Busteed Colin Busteed Greater New York City Area Details
Colin Busteed's UBS Wealth Management Experience 1990 - Present
Job Director UBS
Industry Financial Services
Experience
UBS  September 1990 - Present
UBS Wealth Management   1990 - Present
UBS Financial Services, Inc.   1990 - Present

Education
Fairleigh Dickinson University   1995 — 1997
MBA

Douglas Ottavio Douglas Ottavio Greater New York City Area Details
Douglas Ottavio's UBS Wealth Management Experience 2012 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS Wealth Management   2012 - Present
UBS Wealth Management   2007 - 2012
UBS Wealth Management   2004 - 2007
UBS Wealth Management   2000 - 2004
UBS Wealth Management   1998 - 2000
UBS Wealth Management   1996 - 1998
Pershing, a BNY Mellon company  October 1994 - October 1996

Skills
SDLC, Business Analysis, IT Strategy, DB2, Information Technology, Project Portfolio..., Vendor Management, Mainframe, Business Requirements, Business Process..., ITIL, Stored Procedures, Websphere, Data Warehousing, Enterprise Architecture, Web Applications, Portfolio Management, COBOL, Software Project..., PMO, Software Development, Requirements Analysis, Web Development, Web Services, Database Design, Data Modeling, Data Management

Education
Stevens Institute of Technology   2000 — 2002
Master's Degree, Information Systems (MSIS), GPA 4.0/4.0

State University of New York at Buffalo
Bachelor's Degree, Mechanical Engineering (BSME)

Farmingdale State University of New York
Associate's Degree, Engineering Science

IT Mentors
Certificate, Web Development, Sponsored by UBS

The Chubb Institute, Jersey City NJ
Certificate, Introduction to Computer Programming

Kiran Harrichand Kiran Harrichand Tampa/St. Petersburg, Florida Area Details
Kiran Harrichand's UBS Wealth Management Experience July 2006 - August 2010
Job User Experience Lead at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   December 2014 - Present
JPMorgan Chase  May 2014 - Present
Barclays  October 2011 - April 2014
Barclays  August 2010 - August 2011
UBS Wealth Management   July 2006 - August 2010

Skills
CSS, HTML 5, responsive design, User Experience, Adobe Creative Suite, Mobile Applications, Java, Spring, C#, Web Development, JavaScript, HTML5, Interaction Design, Front-end

Education
NYU   2012 — 2014
Certificate in Graphic Design

New Jersey Institute of Technology   2002 — 2006
B.S, Computer Science

Essex County College   2002 — 2004
A.S, Computer Science

Robert Sorrentino Jr. Robert Sorrentino Jr. Greater New York City Area Details
Robert Sorrentino Jr.'s UBS Wealth Management Experience July 2013 - Present
Job Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2013 - Present
UBS  September 2010 - July 2013
UBS Wealth Management   May 2006 - December 2008
UBS  2000 - 2006
Advest, Inc.   1998 - 2000

Skills
Equities, Investment Banking, Business Development, Series 63, Wealth Management, CRM, Management, Sales, Series 7, Hedge Funds

Education
Fordham Gabelli School of Business   2003 — 2005
MBA, Finance / Accounting

Fairfield University   1994 — 1996
BA, Politics

Notre Dame   1989 — 1992

Elise Levine Elise Levine Greater New York City Area Details
Elise Levine's UBS Wealth Management Experience November 2006 - Present
Job Associate Director, Recruiting Services at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2006 - Present
Search Inc  March 2002 - October 2006
Brookes Legal Staffing   February 2000 - February 2002
The Affiliates (Division of Robert Half Int'l)   April 1999 - January 2000
Braff, Harris & Sukoneck   November 1993 - February 1999
Chapman, Henkoff, Kessler, Peduto & Saffler   April 1989 - October 1993

Skills
Litigation, Recruiting, Onboarding, CRM, Management, Deferred Compensation, Corporate Law, Arbitration, New Business Development, Leadership, Human Resources, FINRA, Business Planning, Mergers & Acquisitions, Insurance, Securities Regulation, Securities, Risk Management, Financial Services, AML, Hedge Funds

Education
Fairleigh Dickinson University

Pace University School of Law
JD, Cum Laude, Law

Christopher K. Williams Christopher K. Williams Greater New York City Area Details
Christopher K. Williams's UBS Wealth Management Experience June 1994 - August 1994
Job Senior Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments  May 2012 - Present
McCarter & English, LLP   September 2000 - April 2012
United States Attorney's Office, E.D.N.Y.   June 1999 - August 1999
Supreme Court of Georgia  September 1998 - May 1999
Digital Equipment Corporation  January 1996 - August 1997
UBS Wealth Management   June 1994 - August 1994

Skills
Commercial Litigation, Securities Regulation, Broker-Dealer Operations, Securities Litigation

Education
Emory University School of Law   1997 — 2000
JD, Banking, Corporate, Finance, and Securities Law

Oakwood College   1991 — 1995
B.S., Economics

Aviation High School
Airframe Mechanics and Aircraft Maintenance Technology/Technician

Christian Saporta Christian Saporta Miami/Fort Lauderdale Area Details
Christian Saporta's UBS Wealth Management Experience January 2012 - Present
Job Client Service Associate at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   January 2012 - Present
BigSur Partners   February 2010 - January 2012
Banco Santander  July 2007 - March 2010
Bank of America  April 2002 - July 2007

Education
Florida International University   2000 — 2001
MBA, Finance

Universidad ORT Uruguay   1996 — 2000
B.B.A, Marketing & International Commerce

Spackenkill High School   1993 — 1994
English, Law

Sarah L. Handler (Buscher), RN, BSN Sarah L. Handler (Buscher), RN, BSN Greater New York City Area Details
Sarah L. Handler (Buscher), RN, BSN's UBS Wealth Management Experience January 2010 - May 2011
Job Registered Nurse
Industry Hospital & Health Care
Experience
Silver Hill Hospital  November 2013 - Present
UBS Wealth Management   January 2010 - May 2011
UBS Wealth Management   February 2006 - December 2009
UBS Wealth Management   August 2004 - January 2006

Education
New York University   2011 — 2013

Fairfield University   2001 — 2005

New Canaan High School   1998 — 2001

Elizabeth Teichman Elizabeth Teichman Greater New York City Area Details
Elizabeth Teichman's UBS Wealth Management Experience September 2006 - March 2012
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Investment Bank  March 2014 - Present
UBS Investment Bank  March 2012 - March 2014
UBS Wealth Management   September 2006 - March 2012
DRS Technologies, Inc.   May 2005 - June 2006
General Chemical  December 1999 - May 2005

Skills
Financial Modeling, Bloomberg

Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Accounting

Rose M. Lang Rose M. Lang Greater New York City Area Details
Rose M. Lang's UBS Wealth Management Experience September 1993 - October 2008
Job Director Pension & Structured Solutions at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  February 2013 - Present
Wilmington Trust Company  October 2008 - 2012
UBS Wealth Management   September 1993 - October 2008

Skills
401k, Retirement, Defined Benefit, Pensions, Fixed Annuities, ERISA, Trust Services, Management

Education
Fairleigh Dickinson University
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

Rutgers, The State University of New Jersey-Newark
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Warren Hargett Warren Hargett Greater New York City Area Details
Warren Hargett's UBS Wealth Management Experience May 2007 - April 2010
Job Vice President, Corporate Equity Solutions
Industry Financial Services
Experience
Morgan Stanley Wealth Management  November 2009 - Present
UBS Wealth Management   May 2007 - April 2010
UBS Wealth Management   July 2005 - May 2007

Skills
Series 7, Financial Modeling, Financial Analysis, Equities, Securities, Financial Statement..., Forecasting, FAS123R, Excel models, MS Excel Pivot Tables, Variance Analysis, Creative Problem Solving, Creative Solutions, Root Cause Problem..., Project Management, Test Case Generation, Creative Solutions..., Investments

Education
FAMU   1998 — 2004
MBA, Business Administration and Management, General

Florida Agricultural and Mechanical University   1998 — 2004
MBA, Finance

Cynthia Shelton McCants Cynthia Shelton McCants Greater New York City Area Details
Cynthia Shelton McCants's UBS Wealth Management Experience November 2008 - Present
Job at UBS Wealth Management Americas International
Industry Investment Banking
Experience
UBS Wealth Management   November 2008 - Present
Lehman Brothers  September 2006 - October 2008
WestLB  July 2004 - September 2006
Bayerische Landesbank  March 1998 - April 2004
Bankers Trust New York and London   June 1992 - October 1995

Education
Florida Agricultural and Mechanical University   1988 — 1992

Shari Mallen Shari Mallen Greater New York City Area Details
Shari Mallen's UBS Wealth Management Experience November 2010 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2010 - Present
JP Morgan Chase  2008 - 2009
Bear Stearns  1991 - 2008
Georgia-Pacific LLC  1990 - 1991
Laventhol & Horwath  1988 - 1989

Education
Emory University - Goizueta Business School   1983 — 1987

Rich Schumacker Rich Schumacker Greater New York City Area Details
Rich Schumacker's UBS Wealth Management Experience February 2003 - November 2011
Job Project ManagerApplication Mgmt & Delivery
Industry Information Technology and Services
Experience
Novartis Pharmaceuticals  October 2013 - Present
Novartis Pharmaceuticals  March 2012 - September 2013
UBS Wealth Management   February 2003 - November 2011
Princeton Information  June 1998 - December 2002
EJR Consulting   July 1997 - June 1998
Smith Barney  November 1993 - July 1997

Skills
Requirements Analysis, Problem Solving, Process Improvement, SDLC, Business Analysis, Software Development, Analysis, Project Management, Multi-channel Marketing, CRM, DB2

Education
Fairleigh Dickinson University   1995 — 1996

Chubb Institute   1992 — 1993
Diploma in Computer Programming, Information Technology

Konrad Krill Konrad Krill Greater New York City Area Details
Konrad Krill's UBS Wealth Management Experience June 2008 - February 2009
Job Undisclosed Investment Bank
Industry Investment Management
Experience
Sterne Agee  February 2009 - Present
UBS Wealth Management   June 2008 - February 2009
UBS Investment Bank  February 2001 - May 2008
Morgan Stanley Dean Witter  June 1986 - June 1997

Skills
Equities, Equity Research, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Investments, Wealth Management, Funding, Financial Advisory, Alternative Investments, Commodity

Education
Fairleigh Dickinson University   1982 — 1986
MBA, Finance

Fairleigh Dickinson University   1977 — 1981
BS, Business Management, Accounting

Patricia K. Koch Patricia K. Koch Greater New York City Area Details
Patricia K. Koch's UBS Wealth Management Experience April 1984 - December 2007
Job Business Account Administrator at Advantage Sales & Marketing
Industry Financial Services
Experience
Advantage Sales & Marketing  December 2008 - Present
UBS Wealth Management   April 1984 - December 2007

Education
Felician College

The Berkeley School

Francis Brophy Francis Brophy Greater New York City Area Details
Francis Brophy's UBS Wealth Management Experience 2007 - 2008
Job Business Systems Analyst at United Parcel Service
Industry Financial Services
Experience
United Parcel Service  June 2010 - Present
COMFORCE Information Technologies   July 2009 - September 2009
UBS  February 2007 - December 2008
UBS Wealth Management   2007 - 2008
PARTY CITY CORPORATION  June 2003 - May 2006
DE LA RUE CASH SYSTEMS  November 2001 - September 2002
MELLON FINANCIAL CORPORATION  June 1998 - August 2001
AMERICAN INTERNATIONAL GROUP (AIG)   September 1996 - June 1998
FEDERAL BUREAU OF INVESTIGATION (FBI)   May 1985 - September 1996

Skills
Software Documentation, Requirements Analysis, Business Requirements, Business Analysis, Financial Services, Program Management, Project Management, Analysis, User Acceptance Testing, Business Process, Business Process..., Testing, Requirements Gathering, Software Development

Education
William Paterson University of New Jersey   1980 — 1984
BA, Sociology\Anthropology

Bergen Catholic   1980 — 1980

Fairleigh Dickinson University
Cerificate, Web Skills Certification

Pace University
MS, Information Systems

William Paterson University of New Jersey
BS, Criminal Justice Administration

Mike Smith, CRPC®, CRPS® Mike Smith, CRPC®, CRPS® Greater New York City Area Details
Mike Smith, CRPC®, CRPS®'s UBS Wealth Management Experience 2000 - 2008
Job VP, Product Manager Corporate Retirement Plans at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2013 - Present
Merrill Lynch  2010 - 2012
UBS Wealth Management   2000 - 2008
PaineWebber  1994 - 2000
Follett Higher Education Group  1990 - April 1994

Skills
Financial Services, Wealth Management, Retirement Planning, Series 7, Risk Management, Management, Defined Contribution, Defined Benefit, IRAs, Financial Planning, Series 63, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory

Education
Seton Hall University   1988 — 1992
B.S., Finance

Fairleigh Dickinson University
Certificate, Financial Planning

Series 7,63,65,24

Kevin P. Fahy (PMP) Kevin P. Fahy (PMP) Greater New York City Area Details
Kevin P. Fahy (PMP)'s UBS Wealth Management Experience 2003 - 2004
Job Business Intelligence Professional
Industry Information Technology and Services
Experience
Setfocus  March 2010 - May 2010
UBS, Financial Sevices   2007 - 2008
UBS  2006 - 2007
UBS Financial Services  2004 - 2006
UBS Wealth Management   2003 - 2004

Education
Stevens Institute of Technology   2000 — 2005
MSIS, Information Systems

Chubb Institute   1996 — 1996
Certificate, Computer Programming

Fairleigh Dickinson University   1983 — 1988
BS, Marketing

Richard Saitta Richard Saitta Greater New York City Area Details
Richard Saitta's UBS Wealth Management Experience March 2008 - Present
Job senior analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2008 - Present
Broad National Bank  1989 - 1999

Education
Fairleigh Dickinson University   1977 — 1979
MBA, Finance

Jordan Samuels Jordan Samuels Beverly Hills, California Details
Jordan Samuels's UBS Wealth Management Experience December 2010 - July 2011
Job Law Student at University of Miami
Industry Entertainment
Experience
William Morris Endeavor  May 2014 - September 2014
Media Rights Capital  May 2013 - August 2013
Obama for America  January 2012 - July 2012
UBS Wealth Management   December 2010 - July 2011
Diamond HIll Investments  May 2008 - August 2008

Skills
Microsoft Office, Public Speaking

Education
University of Miami School of Law   2012 — 2015
Juris Doctor (J.D.)

Peking University   2014 — 2014
Law

Florida Atlantic University   2009 — 2011
Bachelor, Finance

University of Arizona   2006 — 2008

Brian England Brian England Greater New York City Area Details
Brian England's UBS Wealth Management Experience 2006 - May 2013
Job sr analyst at GE Capital
Industry Banking
Experience
GE Capital  March 2013 - Present
UBS Wealth Management   2006 - May 2013
Aon Hewitt  2004 - 2006

Education
Fairfield University
Bachelor's degree, Information Systems

Fairfield University
Master of Business Administration (MBA), Finance

Thomas FitzSimons Thomas FitzSimons Greater New York City Area Details
Thomas FitzSimons's UBS Wealth Management Experience January 2010 - Present
Job Director Fixed Income Sales at UBS
Industry Financial Services
Experience
UBS Wealth Management   January 2010 - Present
Merrill Lynch  January 2002 - January 2009
Merrill Lynch  January 2000 - January 2002
Merrill Lynch  January 1997 - January 2000
Merrill Lynch  1992 - 1997

Education
Fairfield University   1979 — 1983
BS, Business Management

Robert Petrucelli Robert Petrucelli Greater New York City Area Details
Robert Petrucelli's UBS Wealth Management Experience June 2007 - August 2007
Job Associate at JPMorganChase
Industry Banking
Experience
JPMorgan Chase & Co.   August 2015 - Present
JPMorgan Chase  April 2014 - August 2015
JPMorganChase  February 2012 - March 2014
JPMorgan Chase  June 2008 - February 2012
UBS Wealth Management   June 2007 - August 2007

Education
Fairfield University   2004 — 2008
Finance and Accounting

Hauppauge High School   2000 — 2004

Kenneth Betz Jr Kenneth Betz Jr Greater New York City Area Details
Kenneth Betz Jr's UBS Wealth Management Experience August 2009 - March 2010
Job Owner at NJ Bamboo Landscaping LLC
Industry Renewables & Environment
Experience
NJ Bamboo Landscaping LLC   March 2012 - Present
Quantum Clean Energy Solutions   October 2009 - March 2012
UBS Wealth Management   August 2009 - March 2010

Education
Fairleigh Dickinson University   2006 — 2009

Vania Montes de Oca, MBA Vania Montes de Oca, MBA Greater New York City Area Details
Vania Montes de Oca, MBA's UBS Wealth Management Experience November 2013 - Present
Job Senior Compliance Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  March 2015 - Present
UBS Wealth Management   November 2013 - Present
Independent Financial Group LLC  May 2013 - October 2013
Independent Financial Group LLC  October 2009 - April 2013
Accountemps  July 2009 - December 2009
ING DIRECT España   January 2008 - April 2009
Northwestern Mutual  July 2007 - December 2007

Skills
Series 7, Series 66

Education
Endicott College   2008 — 2009
Master of Business Administration (M.B.A.), Master in Business Administration

University of San Diego   2003 — 2005
Bachelor, Business Adminstration

Academy of Our Lady of Peace

Jordan Holton Jordan Holton Greater Nashville Area Details
Jordan Holton's UBS Wealth Management Experience April 2014 - Present
Job Systems Engineer
Industry Information Technology and Services
Experience
UBS Wealth Management   April 2014 - Present
UBS  August 2011 - April 2014
EFC Systems  March 2010 - July 2011
Faulkner University - Office of EFC Systems   June 2005 - May 2010

Skills
Technical Support, Troubleshooting, Windows 7, Microsoft Exchange, Microsoft Office, Network Administration, Project Management, TCP/IP, VMware ESX, Customer Escalation..., Cisco IOS, Enterprise Technology..., Managed Hosting, Networking, Vendor Management, Customer Service, ITIL, Business Analysis

Education
Faulkner University   2004 — 2010
B. S., Business Information Systems

Alejandro Guardiola, CFA, CAIA Alejandro Guardiola, CFA, CAIA San Francisco Bay Area Details
Alejandro Guardiola, CFA, CAIA's UBS Wealth Management Experience May 2006 - May 2013
Job Startups, Venture Capital
Industry Investment Management
Experience
SEEDCHANGE  April 2015 - Present
Forem Investments LLC   September 2014 - December 2014
Nu Skin Enterprises  May 2012 - September 2014
UBS Wealth Management   May 2006 - May 2013

Skills
Derivatives, Portfolio Management, Social Media Marketing, Black Swan Logic, Capital Markets, Anti-Aging Solutions, Wealth Management, Mentorship, Real Estate Investor, Surfing, Adventure Travel, Venture Capital, Asset Allocation, Entrepreneurship, Corporate Finance, Alternative Investments, Investments, Leadership, Finance, Equities, Start-ups, Trading, Asset Management, Angel Investing

Education
Florida International University   2007 — 2008
Master's in Science and Finance, Finance, 3.7

Flagler College   2003 — 2006
Bachelor of Arts, Business and Economics, 3.5

Belen Jesuit Preparatory School   1996 — 2003
Highschool, Economics

David Naringi, MBA David Naringi, MBA Greater New York City Area Details
David Naringi, MBA's UBS Wealth Management Experience February 2011 - May 2011
Job Seeking New Opportunity
Industry Marketing and Advertising
Experience
CPC Behavioral Healthcare  June 2015 - Present
Caktus, Inc.   June 2013 - Present
GILD Team at Level Group   November 2013 - January 2015
Fairleigh Dickinson University  January 2013 - July 2013
Fairleigh Dickinson University  August 2011 - December 2012
UBS Wealth Management   February 2011 - May 2011
RAND Solutions/ RIPP Mods   May 2010 - September 2010
Abe's of Maine  May 2010 - September 2010
South Beach Psychiatric Center  May 2007 - September 2007

Skills
Social Media, Social Media Marketing, Sales, Entrepreneurship, Social Networking, Microsoft Office, Marketing, Marketing Strategy, Customer Service, Advertising, Public Relations, Facebook, Time Management, Online Marketing, Microsoft Excel, Marketing Communications, Microsoft Word, Blogging, Market Research, Leadership, Event Planning, PowerPoint, Event Management, Teamwork, Public Speaking, Management, Python

Education
Fairleigh Dickinson University   2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Fairleigh Dickinson University   2007 — 2011
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies, 3.4

Bianca Pacheco Bianca Pacheco Greater New York City Area Details
Bianca Pacheco's UBS Wealth Management Experience 2013 - Present
Job Marketing Coordinator at Swatch Group
Industry Marketing and Advertising
Experience
Swatch Group  January 2014 - Present
UBS Wealth Management   2013 - Present
Ciao Bella Gelato  May 2012 - September 2012
PR Revolution  January 2012 - May 2012
Wells Fargo Advisors  December 2010 - May 2011
J.Crew  October 2010 - January 2011

Skills
Social Media, Market Research, Quick Learner, Organized, Motivated, Creative

Education
Fairleigh Dickinson University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing

André Moraes André Moraes Greater New York City Area Details
André Moraes's UBS Wealth Management Experience May 2006 - May 2007
Job Director, Performance Analytics at OMD
Industry Marketing and Advertising
Experience
OMD USA  December 2014 - Present
New York University  August 2014 - Present
Penguin Random House  December 2013 - December 2014
Random House  August 2012 - December 2013
64 Consulting   June 2009 - August 2012
U.S. Department of State   September 2008 - July 2009
AllianceBernstein  June 2007 - August 2008
UBS Wealth Management   May 2006 - May 2007
First Magnus Financial  June 2004 - December 2006

Education
Full Sail University   2011 — 2012
Masters, Internet Marketing

Universität Duisburg-Essen, Standort Essen   2008 — 2009

Fairfield University   2003 — 2007
Honors BS Finance, Finance, German, Jazz Performance

Daniel Loughlin Daniel Loughlin Greater New York City Area Details
Daniel Loughlin's UBS Wealth Management Experience April 2008 - April 2009
Job Regional Sales Associate at WBI Investments
Industry Financial Services
Experience
WBI Investments  June 2011 - Present
Rumson-Fair Haven Bank/Trust   April 2009 - June 2011
UBS Wealth Management   April 2008 - April 2009

Skills
Series 7, Series 63, Mutual Funds, Series 6, Investments, Sales, Securities

Education
Fairfield University   2003 — 2007
Bachelor of Science (B.S.), Finance, General

Nelson Cardenas Nelson Cardenas Miami, Florida Details
Nelson Cardenas's UBS Wealth Management Experience December 2004 - November 2005
Job Investment Counselor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  April 2013 - Present
HSBC Private Bank  April 2011 - April 2013
HSBC Private Bank  November 2005 - March 2011
UBS Wealth Management   December 2004 - November 2005

Skills
Wealth Management, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management..., Series 63, Series 65, Investment Management, Fixed Income Strategies, Equity Trading, Foreign Currency..., Fixed Income Analysis, Equities, Fixed Income

Education
University of Miami   2005 — 2006
Masters, Business Administration

Florida International University   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, International Management

Natasha Holmes Natasha Holmes Greater New York City Area Details
Natasha Holmes's UBS Wealth Management Experience June 2014 - September 2014
Job Certified Fitness Professional, Born Ready Fitness & Wellness LLC
Industry Health, Wellness and Fitness
Experience
Born Ready Fitness & Wellness LLC.   April 2015 - Present
UBS Wealth Management   June 2014 - September 2014
UBS Investment Bank  August 2011 - May 2014
Fairfield University  September 2010 - May 2011
GigMasters.com, Inc.   September 2010 - December 2010
Shelton Community Center   August 2005 - April 2009

Education
Fairfield University   2007 — 2011
BA, Economics (Summa Cum Laude)

James Madison University   2007 — 2008

Trumbull High School

Lisa Francomano Lisa Francomano Greater New York City Area Details
Lisa Francomano's UBS Wealth Management Experience March 2001 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Wealth Management   March 2001 - Present

Skills
Investments, Fixed Income, Equities, Securities, Alternative Investments, Mutual Funds, Retirement, Risk Management, Series 7, Investment Advisory

Education
New York Law School   1995 — 1998
JD

Fairfield University   1987 — 1991
BA, Political Science, International Relations

Norma Lazo Norma Lazo Greater New York City Area Details
Norma Lazo's UBS Wealth Management Experience 2006 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan   April 2013 - Present
Brown Brothers Harriman  September 2011 - March 2013
UBS Wealth Management   2006 - 2010
Arilex Realty Corp   2003 - 2006
American Express Financial Advisors  2002 - 2003
American Express Financial Advisors  1999 - 2002

Education
Fairleigh Dickinson University
Paralegal Certificate, Paralegal Studies

William Paterson University of New Jersey
Bachelor of Arts, Psychology

Joseph Baseil Joseph Baseil Greater New York City Area Details
Joseph Baseil's UBS Wealth Management Experience August 2008 - November 2009
Job Consultant Financial Reporting at MetLife
Industry Financial Services
Experience
MetLife  May 2015 - Present
Weichert Financial Services  June 2010 - October 2014
UBS Wealth Management   August 2008 - November 2009
Henry Schein  June 2007 - August 2007

Skills
Microsoft Office, Management, Microsoft Word, Microsoft Excel, Financial Analysis, PowerPoint, Budgets, Time Management, Finance, Public Speaking, Leadership, Analysis, Financial Reporting, Teamwork, Accounting

Education
Fairleigh Dickinson University   2010 — 2011
Masters of Business Administration, Finance

Fairleigh Dickinson University   2006 — 2010
Bachelors of Science, Finance

Stacey (Wallace) Barton, CHRL Stacey (Wallace) Barton, CHRL Toronto, Canada Area Details
Stacey (Wallace) Barton, CHRL's UBS Wealth Management Experience April 2005 - December 2009
Job Disability Case Manager at Sun Life Financial
Industry Human Resources
Experience
Sun Life Financial  November 2014 - Present
B2B Trust  October 2012 - October 2014
Grenville Management and Printing  September 2011 - November 2012
Department of Transport  November 2010 - July 2011
Amcor  July 2010 - July 2011
Wellcare Clinic   March 2010 - August 2010
UBS Wealth Management   April 2005 - December 2009
The Benefits Trust   January 2005 - April 2005
Sanofi Synthelabo  January 2004 - December 2004
Gap Inc.  2000 - 2003

Skills
Employee Relations, Benefits, HRIS, Employee Benefits, Talent Management, Policy, Payroll, Performance Management, Benefits Administration, Compensation, Organizational..., Onboarding, HR Policies, Employee Engagement, Talent Acquisition, Microsoft Office, Coaching, Employment Law, Recruiting

Education
HRPA   2006 — 2006
CHRP, Certified Human Resource Professional

Seneca College of Applied Arts and Technology   2003 — 2004
HR Management Post Graduate Diploma, Human Resources

Fanshawe College   1995 — 1997
Fashion Merchandising Diploma, Fashion Merchandising

Jeffrey Voigt Jeffrey Voigt Ridgefield, New Jersey Details
Jeffrey Voigt's UBS Wealth Management Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   2010 - 2012
Leafstone Staffing  September 2008 - August 2010
The Walsh Associates  January 2007 - May 2008
Bank Julius Baer  2004 - 2006
Bankers Trust  1989 - 2004

Skills
Account Reconciliation, Bank Reconciliation, ACATS, Omgeo Oasys, ACT, GIM2, Data Entry, Fixed Income, Equities, Back Office, Settlement

Education
Fairleigh Dickinson University   1992 — 1999
Master of Business Administration (MBA), Finance, General

University of Richmond   1977 — 1981
Bachelor of Arts (BA), Economics

Ridgewood High School

Ridgewood High School

Jeffrey Colletta Jeffrey Colletta New York, New York Details
Jeffrey Colletta's UBS Wealth Management Experience October 2007 - May 2008
Job Millennium Partners
Industry Investment Management
Experience
Millennium Partners  January 2014 - Present
SAC Capital  January 2012 - January 2014
SAC Capital  January 2011 - January 2012
SAC Capital  June 2008 - January 2011
UBS Wealth Management   October 2007 - May 2008
McLagan  June 2007 - August 2007
F.J. Sciame Construction Inc.   June 2006 - August 2006

Education
Fairfield University   2004 — 2008
Bachelor of Science (BS), Double major: Finance, Management

Chaminade High School   2000 — 2004

Melissa Bueno Melissa Bueno Miami/Fort Lauderdale Area Details
Melissa Bueno's UBS Wealth Management Experience June 2015 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present

Education
Florida International University   2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General

Henry (Harry) Garland Henry (Harry) Garland Westport, Connecticut Details
Henry (Harry) Garland's UBS Wealth Management Experience June 2015 - Present
Job Student at Northeastern University
Industry Investment Management
Experience
UBS Wealth Management   June 2015 - Present
Institutional Investor Forums   June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish

Education
Northeastern University   2015 — 2017

Fairfield University   2014 — 2015
Bachelor of Science (B.S.), Psychology

Gettysburg College   2012 — 2013

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