UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Earl Lafontant Earl Lafontant Greater New York City Area Details
Earl Lafontant's UBS Wealth Management Experience June 2010 - Present
Job Head of Regulatory Reporting / UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   June 2010 - Present
UBS Wealth Management   April 2009 - June 2010
UBS Wealth Management   June 2007 - April 2009
UBS Wealth Management   June 2006 - June 2007
UBS Wealth Management   October 2003 - June 2006
Bank of New York Mellon  October 2000 - November 2003

Skills
Financial Services, Monthly Close, PeopleSoft, Budgets, Accounting, Account Reconciliation, Financial Analysis, Business Intelligence, Regulatory Guidelines, Regulatory Filings, Regulatory Analysis, Business Objects, Finance, Financial Reporting, Variance Analysis, Auditing, Banking, Payroll, Risk Management

Education
Fordham Gabelli School of Business   2004 — 2007
MBA, PROFESSIONAL ACCOUNTING

Stony Brook University   1994 — 1998
BS, Business Mgmt. / Economics

Dane Bliss Dane Bliss Tampa/St. Petersburg, Florida Area Details
Dane Bliss's UBS Wealth Management Experience January 2012 - March 2013
Job Marcus & Millichap Real Estate Investment Services
Industry Investment Management
Experience
Regions Financial Corporation  March 2013 - December 2014
UBS Wealth Management   January 2012 - March 2013
UBS Wealth Management   October 2010 - October 2012

Skills
Public Speaking, Entrepreneurship, Strategic Planning, Budgets, Investments, Capital Markets, Financial Analysis, Credit Risk, Asset Management, Equipment Financing, Specialty Equipment, Aircraft Finance, Purchasing Negotiation, Asset Based Lending, Small Business Lending, Capital Budgeting, Quantitative Finance, Asset Based Finance, Equity Valuation, Equity Research, HTML, SQL, Finance

Education
Florida Southern College   2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.75

Kent State University   2008 — 2010
Banking, Corporate, Finance, and Securities Law, 4.0

Jakub Kuba Kowalski Jakub Kuba Kowalski Greater New York City Area Details
Jakub Kuba Kowalski's UBS Wealth Management Experience October 2011 - January 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   June 2014 - Present
Student Managed Investment Fund  September 2013 - May 2014
Goldman Sachs  May 2013 - August 2013
Citi  October 2012 - May 2013
Radwanska Team   January 2009 - May 2013
Sunningdale Golf Club   May 2012 - July 2012
UBS Wealth Management   October 2011 - January 2012

Skills
Bloomberg Terminal, Bloomberg, Finance, Leadership, Marketing, Market Research, Investment Banking, Equities, Valuation, Hedge Funds, SPSS, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management

Education
Fordham University   2011 — 2014
Bachelor of Science (B.S.), Major in Finance, Concentration in Value Investing, Honors Thesis Program, Summa Cum Laude en Cursu Honorum

Alonso Tangarife Alonso Tangarife Wayne, New Jersey Details
Alonso Tangarife's UBS Wealth Management Experience April 2014 - Present
Job Product Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - Present
MetLife Stadium  August 2004 - Present
JPMorgan Chase  June 2010 - April 2014
ImageFIRST  March 2009 - April 2010
Enterprise Rent-A-Car  November 2005 - December 2008
The Madison Square Garden Company  2004 - 2005
The Madison Square Garden Company  2004 - 2005
ABC Television  2004 - 2004

Skills
Leadership, Investments, Customer Service, Management, Budgets, Sales, Microsoft Excel, Marketing, Strategic Planning, Accounting, Microsoft Office, PowerPoint, Team Building, Series 7, Strategic Financial..., Financial Analysis, Financial Planning, Public Speaking

Education
Florida State University   2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

Seton Hall University   2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General

Kelly McGee Kelly McGee United States Details
Kelly McGee's UBS Wealth Management Experience March 2008 - October 2009
Job Administrative Office CoManager
Industry Real Estate
Experience
Cornish & Carey Commercial  November 2009 - Present
UBS Wealth Management   March 2008 - October 2009
Len Conrad School Photography   February 2006 - March 2008

Skills
Customer Service, Outlook, Microsoft Excel, Commercial Real Estate, Event Planning, Real Estate, Contract Negotiation, Time Management, Social Media, Leadership, Marketing

Education
Foothill College   2004 — 2006

Brent Curcio Brent Curcio New York, New York Details
Brent Curcio's UBS Wealth Management Experience June 2013 - August 2013
Job Associate Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) - Member Application Program (MAP)   June 2015 - Present
KPMG - Regulatory Compliance (Telecom)   September 2014 - June 2015
UBS Wealth Management   June 2013 - August 2013
Pyramid Consulting Group, LLC  September 2012 - January 2013
The Office of Senator Kirsten E. Gillibrand  December 2011 - July 2012
US Navy  August 2006 - August 2010

Skills
Microsoft Office, Apple Software, Government, Politics, Public Policy, Research, Public Speaking, PowerPoint, Data Analysis, Strategy, Human Resources, Military, Management, Project Management, Military Experience, Finance, Analysis, Microsoft Excel, Social Media, Leadership

Education
Fordham University
Bachelor of Arts (B.A.), Economics

Caitlin Turosky Caitlin Turosky Greater New York City Area Details
Caitlin Turosky's UBS Wealth Management Experience August 2006 - January 2007
Job Head of Growth at Benny
Industry Internet
Experience
Benny   October 2014 - Present
MakerBot®  October 2013 - July 2014
Zynga  March 2012 - June 2013
OMGPOP  December 2010 - June 2012
IAC  October 2007 - 2010
UBS Wealth Management   August 2006 - January 2007

Skills
User Experience, Product Management, Strategic Partnerships, Product Marketing, Analytics, CRM, Social Games, E-commerce, Marketing, Online Gaming, Monetization, Social Media Marketing, Online Marketing, SEM, Flash, Online Advertising, Video Games, Mobile Games, Start-ups, Strategy, User Interface Design, Digital Media

Education
Fordham University

Mason Mishcon Mason Mishcon Hollywood, Florida Details
Mason Mishcon's UBS Wealth Management Experience September 2000 - August 2004
Job President Commercial Finance Consultant at All Purpose Lenders Inc.
Industry Financial Services
Experience
All Purpose Lenders   March 2014 - Present
Merrill Lynch  May 2010 - March 2014
Ameriprise Financial  August 2004 - May 2010
UBS Wealth Management   September 2000 - August 2004
Prudential Financial  September 1996 - September 2000

Skills
Investment Strategies, Financial Planning..., Insurance, Small Business..., Structured & Securities..., 10b5-1 Plans, Personal Retirement..., Risk Management, Portfolio Evaluation, Networking &..., Commercial Lending, Finance Consulting, Finance, Strategic Financial..., Financial Advisory, Retirement, Portfolio Management, Loans, Pensions, Financial Planners, Securities, Financial Services, Marketing, Marketing Strategy, Financial Planning, Strategic Planning, Estate Planning, Investments

Education
Florida State University   1988 — 1993
Bachelor's degree, Business Administration and Management, General

Helena He Helena He New York, New York Details
Helena He's UBS Wealth Management Experience June 2012 - August 2012
Job FSO Assurance Senior at EY
Industry Financial Services
Experience
EY  January 2014 - Present
Tokio Marine Management, Inc.   October 2012 - December 2013
UBS Wealth Management   June 2012 - August 2012
Donxing Securities, Ltd   March 2011 - May 2011
KPMG Advisory (China), Ltd   July 2010 - August 2010

Skills
SAP basic level,..., Financial Analysis, Accounting, Passed CFA Level II, Due Diligence, Auditing, IFRS, US GAAP, SAP, Microsoft Excel, Financial Modeling, Analysis, Finance, Internal Controls, Leadership, Business Analysis, GAAP, Financial Statements, Investments, Financial Reporting, Tax, Insurance, Management, Corporate Finance, Sarbanes-Oxley Act

Education
Fordham University - Graduate School of Business Administration   2011 — 2012
Master's degree, Accounting, 3.96

Southwestern University of Finance and Economics   2007 — 2011
Bachelor's degree of Business Management, Accounting, 4.0

Chelsea Berry Chelsea Berry Miami/Fort Lauderdale Area Details
Chelsea Berry's UBS Wealth Management Experience December 2007 - December 2009
Job Store Manager at Lilly Pulitzer
Industry Retail
Experience
Lilly Pulitzer  April 2015 - Present
Lilly Pulitzer  January 2014 - April 2015
Lilly Pulitzer  November 2011 - October 2013
Bloomingdale's  August 2011 - January 2012
Bloomingdale's  October 2010 - July 2011
Ocean Atlantic Rentals  May 2009 - September 2010
UBS Wealth Management   December 2007 - December 2009
Donna Karan  January 2009 - April 2009
Priority Films  September 2007 - December 2007
Directory Concepts   May 2007 - August 2007

Skills
Marketing, Retail, Apparel, Advertising, Sales

Education
Fordham University   2006 — 2010
BS, Finance/Marketing

Jane LeClerc Jane LeClerc Greater Philadelphia Area Details
Jane LeClerc's UBS Wealth Management Experience March 1999 - March 2010
Job Associate at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  October 2012 - Present
ALTA Systems, Inc  May 2011 - November 2011
UBS Wealth Management   March 1999 - March 2010
infoUSA (Formerly LMC - List Maintenance Corp.)   April 1987 - February 1999

Education
Fordham University   1984 — 1986
Bachelor of Science, Mathematics

SUNY Stony Brook   1982 — 1983
Computer Science

Dario Fofic Dario Fofic Greater New York City Area Details
Dario Fofic's UBS Wealth Management Experience September 2008 - May 2010
Job Vice President US Project Lead of Operations Metrics
Industry Investment Banking
Experience
Barclays Investment Bank  October 2012 - Present
Fordham University - Graduate School of Business  December 2013 - April 2015
Morgan Stanley  May 2010 - October 2012
UBS Wealth Management   September 2008 - May 2010
Automatic Data Processing Inc.  September 2006 - September 2008
New York Blood Center  June 2001 - August 2006

Skills
Business Process..., SQL, Data Analysis, Project Management, Business Objects, Executive Reporting, Business Intelligence..., Performance Management, Quantative Analysis, Strategic Sourcing, Process Improvement, Program Management, Procurement, Data Warehousing, Vendor Management, Operations Management, Outsourcing, Business Process..., Integration, Business Strategy, Supply Chain Management, Business Analysis, Risk Management, Management, Business Intelligence

Education
Fordham Gabelli School of Business   2005 — 2008
M.B.A, Management Systems & I.T. Systems, 3.8

University of Tennessee-Knoxville   1997 — 2001
B.A., International Business & Languages

Andrew Malaszuk Andrew Malaszuk Passaic, New Jersey Details
Andrew Malaszuk's UBS Wealth Management Experience October 2009 - December 2012
Job President at TriCounty Plumbing & Heating NJ
Industry Construction
Experience
Tri-County Plumbing & Heating   March 2012 - Present
UBS Wealth Management   October 2009 - December 2012
Tri County Plumbing & Heating   June 2005 - November 2012
Fordham University  August 2008 - October 2009

Skills
Bloomberg, Securities, Equities, Access, Fixed Income, Microsoft Excel, Data Analysis, Heating, Plumbing, Construction, Standby Generators, Natural Gas, Oil/Gas, Soldering, Welding, Blueprint Reading

Education
Fordham University   2006 — 2010
B.A., Economics

Bergen County Technical Schools
Plumbing Engineering

Matthew Gillis Matthew Gillis Greater New York City Area Details
Matthew Gillis's UBS Wealth Management Experience September 2011 - May 2012
Job Investment Real Estate Salesperson at Ariel Property Advisors
Industry Higher Education
Experience
Ariel Property Advisors  June 2014 - Present
Fox News Channel  January 2014 - May 2014
Fordham Nightly News  September 2011 - May 2014
Fox Business Network  September 2013 - December 2013
Fox News Channel  June 2013 - August 2013
WFUV  September 2012 - May 2013
UBS Wealth Management   September 2011 - May 2012

Skills
Research, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Bloomberg Terminal, Bloomberg Software, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Time Management, Customer Service, Sales

Education
Fordham University   2010 — 2014
Bachelor's degree, Finance, Marketing and Economics

Wheeler High School   2006 — 2010
High School Diploma

Steve Cirincione Steve Cirincione Greater New York City Area Details
Steve Cirincione's UBS Wealth Management Experience January 2010 - August 2010
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Goldman Sachs  July 2012 - July 2014
Student Managed Investment Fund  September 2011 - May 2012
Goldman Sachs  June 2011 - August 2011
Berkery, Noyes & Co., LLC   August 2010 - December 2010
UBS Wealth Management   January 2010 - August 2010

Skills
Bloomberg Terminal, Capital IQ, Financial Analysis, Valuation, Investment Banking, Capital Markets, Fixed Income, Series 79 Certified, Microsoft Excel, Bloomberg

Education
Fordham University   2008 — 2012
Bachelor of Science

Universitat Ramon Llull   2010 — 2011

Christian Brothers Academy   2004 — 2008
High School Diploma

Ethan Soskel Ethan Soskel Greater New York City Area Details
Ethan Soskel's UBS Wealth Management Experience September 2010 - December 2010
Job Senior Program Manager at Empire State Development
Industry Financial Services
Experience
Empire State Development  May 2015 - Present
Three Point Capital   July 2012 - March 2015
Mark Bindiger CPA PC   October 2011 - July 2012
Merrill Lynch  June 2011 - August 2011
UBS Wealth Management   September 2010 - December 2010

Skills
Business Strategy, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Due Diligence, Corporate Finance, Management, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Microsoft Office, Research, Finance

Education
Fordham University - Graduate School of Business Administration   2013 — 2016
Master of Business Administration (MBA), Finance

City University of New York-Queens College   2008 — 2011
Bachelor's degree, Mathematics and Economics

Molly Visgilio Molly Visgilio Greater New York City Area Details
Molly Visgilio's UBS Wealth Management Experience January 2012 - May 2012
Job Advertising Sales Assistant at Scripps Networks Interactive
Industry Marketing and Advertising
Experience
Scripps Networks Interactive  May 2014 - Present
Travel Channel  May 2013 - May 2014
BBC Worldwide  January 2013 - May 2013
ESADE  October 2012 - December 2012
Outthink  May 2012 - August 2012
UBS Wealth Management   January 2012 - May 2012

Skills
Microsoft Office, Social Media, FileMaker, Orion, Broadway Systems, PowerPoint, Microsoft Excel, Advertising, Spanish, Marketing, Social Networking, Advertising Sales, Television, Social Media Marketing, Sales, Marketing Communications

Education
Fordham University   2010 — 2014
Marketing, Senior

Syracuse University Madrid   2012 — 2012
International Marketing

Andrew Yacyshyn Andrew Yacyshyn Greater New York City Area Details
Andrew Yacyshyn's UBS Wealth Management Experience September 2010 - June 2011
Job Law Clerk at Tannenbaum Helpern Syracuse & Hirschtritt LLP
Industry Law Practice
Experience
Tannenbaum Helpern Syracuse & Hirschtritt LLP  May 2015 - Present
New York Life Insurance Company  May 2014 - May 2015
Morris Duffy Alonso and Faley  June 2013 - May 2014
Rockland County Public Defender's Office  June 2012 - August 2012
The Roth Law Firm PLLC  September 2011 - April 2012
UBS Wealth Management   September 2010 - June 2011

Skills
MS Office Suite, Excel, Word, PowerPoint, Microsoft Office, Research, Outlook, LexisNexis, Westlaw, Microsoft Word, Microsoft Excel, Public Speaking, Legal Writing, Spanish, Lexis, Litigation, Document Review, Civil Litigation, Legal Research

Education
Fordham University School of Law   2013 — 2015
Doctor of Law (JD)

St. John's University School of Law   2012 — 2013

Fordham University   2008 — 2012
Bachelor of Science, Business Administration- Finance, Economics, Business Law

Juan Camilo Perez Juan Camilo Perez Miami/Fort Lauderdale Area Details
Juan Camilo Perez's UBS Wealth Management Experience December 2007 - Present
Job CSA
Industry Banking
Experience
UBS Wealth Management   December 2007 - Present
Altocraft USA   April 2006 - December 2007
Gelateria Parmalat   January 2003 - July 2006
KP Prima   September 2005 - April 2006

Skills
Wealth Management, Equities, Strategy, Series 7, Portfolio Management, Investments, Mutual Funds, Banking, Asset Management, Fixed Income, Private Banking, Asset Allocation, Finance, Relationship Management

Education
Florida International University - College of Business   2002 — 2005

Gimnasio Campestre

Bryan Struk Bryan Struk Greater New York City Area Details
Bryan Struk's UBS Wealth Management Experience January 2011 - August 2011
Job Inside Sales Representative Data Protection at Syncsort
Industry Financial Services
Experience
Catalogic Software  October 2013 - Present
Northwestern Mutual  November 2012 - July 2013
UBS Wealth Management   January 2011 - August 2011
R.E.S. Consulting Services, Inc   May 2009 - August 2010

Skills
Sales, Account Management, Cold Calling, NetApp, Storage, Customer Service, Customer Satisfaction, Solution Selling, Lead Generation, New Business Development, Direct Sales

Education
Fordham University   2008 — 2012
Bachelor of Science (B.S.), Finance

Don Bosco Prep High School   2004 — 2008

Collins Marshall Collins Marshall Portland, Oregon Area Details
Collins Marshall's UBS Wealth Management Experience January 2010 - December 2010
Job Investment Manager
Industry Investment Management
Experience
Fisher Investments  September 2013 - Present
Merrill Lynch  November 2009 - September 2013
UBS Wealth Management   January 2010 - December 2010
Burke Capital Group, a division of Morgan Keegan & Co.   2008 - 2009
MEDIASOLUTIONS  2007 - 2007
Creech Construction Company   2005 - 2005

Skills
Investments, Financial Modeling, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investment Strategies, Series 7, Financial Services, Investment Management, Portfolio Management, Spanish, Investment Advisory

Education
Georgia State University   2006 — 2008
BBA, Finance

Florida State University
BBA

Holy Innocents'

Jeff Sperling Jeff Sperling Greater New York City Area Details
Jeff Sperling's UBS Wealth Management Experience July 1999 - July 2005
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2005 - Present
UBS Wealth Management   July 1999 - July 2005
Barclays Wealth  December 1996 - July 1999

Skills
Fixed Income, Equities, Structured Products, Commodity, Options, Structured Finance, Investments, Emerging Markets, Derivatives, Trading, Portfolio Management, Alternative Investments, Capital Markets, Wealth Management, Bonds, FX Options, Finance, Asset Management

Education
Fordham Gabelli School of Business   1999 — 2002
MBA, Finance, Information and Communication Systems

University of Maryland College Park   1986 — 1991
Bachelor of Science (B.S.), Natural Resource Economics

Chuan (Ray) Huang Chuan (Ray) Huang Greater New York City Area Details
Chuan (Ray) Huang's UBS Wealth Management Experience October 2011 - December 2011
Job Wealth Research at CICC
Industry Financial Services
Experience
China International Capital Corporation Limited (CICC)   February 2012 - Present
UBS Wealth Management   October 2011 - December 2011
Aladdin Capital Management  June 2011 - August 2011
China Ping An Trust &Investment Co., Ltd   June 2009 - August 2009
Industrial and Commercial Bank of China  January 2009 - March 2009
China Construction Bank  June 2008 - August 2008

Skills
Credit Risk, Quantitative Research, Risk Management, Cantonese, Mandarin, VBA, Murex, Bloomberg Terminal, C++, Matlab

Education
Fordham University - Graduate School of Business Administration   2010 — 2011
Master, Quantitative Finance

Sun Yat-Sen University   2006 — 2010
Bachelor, Economics

Lauren Longobardi Lauren Longobardi Greater New York City Area Details
Lauren Longobardi's UBS Wealth Management Experience September 2007 - December 2007
Job Audit Senior at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche  September 2009 - Present
Paul Scherer & Company  February 2008 - July 2009
Tiffany & Co.   October 2007 - December 2007
UBS Wealth Management   September 2007 - December 2007

Skills
Audit, Accounting, Excel, External Audit, Financial Accounting, US GAAP, Financial Services

Education
Fordham University   2005 — 2009
BS, Public Accounting

Richard Stewart, CFA Richard Stewart, CFA Greater New York City Area Details
Richard Stewart, CFA's UBS Wealth Management Experience June 1987 - February 2008
Job Executive Vice President, Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc.   March 2008 - Present
UBS Wealth Management   June 1987 - February 2008

Skills
Series 7, Series 63, Series 24, Fixed Income, Bonds, Securities, Mutual Funds, Alternative Investments, ETFs, Asset Allocation, Wealth Management, Equities, Investment Strategies, Separately Managed...

Education
Fordham Gabelli School of Business   1989 — 1991
MBA, Finance

Fordham University   1983 — 1987
BS, Finance, Economics

Dana Baranaskas Dana Baranaskas Greater New York City Area Details
Dana Baranaskas's UBS Wealth Management Experience September 2011 - January 2012
Job CMBS Associate Analyst at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation  August 2012 - Present
UBS Wealth Management   September 2011 - January 2012
Pfizer  June 2011 - September 2011

Skills
Analysis, CMBS, Financial Analysis, Loans, Credit

Education
Fordham University   2008 — 2012
Finance, Economics

James Bank James Bank Greater New York City Area Details
James Bank's UBS Wealth Management Experience March 2014 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2014 - Present
Cobb Hill Capital   January 2013 - December 2013
Citigroup  July 2010 - July 2012
Sidoti & Company, LLC   April 2005 - July 2010
New Line Cinema LLC  November 2001 - April 2005

Skills
Equities, Hedge Funds, Bloomberg, Financial Modeling, Valuation, Equity Research, Series 7, Investments, Portfolio Management, Securities, Series 63, Asset Management, Strategy, Investment Management, Mergers, Trading

Education
Fordham University   2001 — 2004
MBA, Finance, General

Penn State University   1990 — 1994
BA, Communications

Carolyn Gaynoe Carolyn Gaynoe Saint Petersburg, Florida Details
Carolyn Gaynoe's UBS Wealth Management Experience 2010 - 2012
Job Institutional Business Development Raymond James (Financial Institutions Division)
Industry Financial Services
Experience
Raymond James Financial Inc.  February 2014 - Present
FA Integrations   2012 - 2014
UBS Wealth Management   2010 - 2012
UBS Wealth Management   2008 - 2010
Smith Barney  2008 - 2008
TEKsystems  2006 - 2007

Education
Florida State University   2002 — 2005
Bachelor of Science, Major: Psychology

Julia Tomei Julia Tomei Greater New York City Area Details
Julia Tomei's UBS Wealth Management Experience August 2013 - Present
Job GTP Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2013 - Present
UBS Wealth Management   June 2012 - August 2012
Merrill Lynch  September 2011 - December 2011
Starr Technical Risk Agency, Starr Companies   February 2011 - August 2011

Skills
PowerPoint, Investments, Microsoft Excel, Financial Services, Wealth Management, Social Media, Customer Service, Banking

Education
Fordham University   2009 — 2013
Bachelor of Science (B.S.), Business Administration, Concentration: Finance, Minor: Economics, Magna Cum Laude

Institut Químic de Sarrià, Ramon Llull University   2012 — 2012

Amy Shen Amy Shen Greater New York City Area Details
Amy Shen's UBS Wealth Management Experience August 2013 - Present
Job Software Engineer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2013 - Present
UBS Wealth Management   June 2012 - August 2012
Ningbo Finance and Taxation Bureau   July 2007 - September 2009
Agricultural Bank of China  July 2006 - April 2007

Skills
Java, C, C++, SQL, VBA, Matlab, SPSS, SAS, IBM InfoSphere, Microsoft SQL Server, Hadoop, MapReduce, Parallel Computing, Analytics

Education
Fordham University   2010 — 2012
Master of Science (M.S.), Computer and Information Science, 3.9

Zhejiang University   2002 — 2006
Bachelor of Science (B.S.), Computer Science and Technology, 3.75

Emily Christakis Emily Christakis Greater New York City Area Details
Emily Christakis's UBS Wealth Management Experience 2004 - 2009
Job Organizational & Talent Development Leader
Industry Nonprofit Organization Management
Experience
Girl Scouts of the USA  March 2014 - Present
Nokia  January 2010 - November 2012
UBS Wealth Management   2004 - 2009
Fordham University  2007 - 2008
UBS Wealth Management   2000 - 2004
NYC Comptroller's Office  1998 - 2000

Skills
Diversity and Inclusion, Full-cycle Recruiting, Agile Project Management, Social Media, Talent Development, Talent Acquisition, Client Relationship..., Employee Engagement, Employer Branding, Online Community..., Conference Speaking, Marketing Communications, Social Media Marketing, Diversity & Inclusion, Public Speaking, Talent Management, CRM, Strategy, Performance Management, Training, SDLC, Operations Management, Community Management, Organizational..., Employee Relations, Human Resources, Recruiting, Leadership Development, Change Management, Program Management, Career Development, Project Management, Strategic Partnerships, Management, Project Planning, Analysis, Marketing, Succession Planning, Career Counseling, Onboarding, Organizational Design

Education
Fordham University   2005 — 2008
MSEd, Career Counseling & Personnel Services

Saint John's University   1999 — 2003
Bachelor of Science, Business Administration

Nicole D'Souza Nicole D'Souza Greater New York City Area Details
Nicole D'Souza's UBS Wealth Management Experience January 2012 - May 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management   July 2013 - Present
Legg Mason  September 2012 - December 2012
UBS Global Asset Management  June 2012 - August 2012
UBS Wealth Management   January 2012 - May 2012
Sarah Hall Productions  January 2011 - May 2011

Education
Fordham University   2009 — 2013
Finance

Sheldon Robinson Sheldon Robinson Greater New York City Area Details
Sheldon Robinson's UBS Wealth Management Experience April 2007 - June 2007
Job Quant Analyst/Developer at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  November 2011 - Present
SJ Robinson Consulting Group   September 2010 - October 2011
Dimension Capital Partners   June 2010 - August 2010
Dimension Capital Partners   July 2007 - January 2008
UBS Wealth Management   April 2007 - June 2007
SRG America  December 2004 - March 2007
Bank of America  April 2006 - December 2006
Constella Group  December 2005 - March 2006
Verizon  August 2005 - October 2005
Constella Group  December 2004 - March 2005

Skills
Derivatives, Quantitative Finance, Fixed Income, Trading Systems, Equities, Hedge Funds, Capital Markets, FX Options, Credit Derivatives, VBA, Risk Management, Investment Banking, Trading, Bloomberg, Options

Education
Florida State University   2008 — 2010
MSc, Financial Mathematics

University of the West Indies   1997 — 2000
B.Sc, Actuarial Science

Nadezda Korn Nadezda Korn Greater New York City Area Details
Nadezda Korn's UBS Wealth Management Experience January 2002 - September 2007
Job PMO Consultant (Axelon) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2015 - Present
Scivantage  March 2014 - May 2015
Wipro  January 2014 - February 2014
BNY Mellon  May 2012 - December 2013
Financial Application Development - Software and Proccess   February 2012 - May 2012
Morgan Stanley Wealth Management  September 2007 - February 2012
UBS Wealth Management   January 2002 - September 2007
Paine Webber  January 1995 - January 2002

Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support

Education
Fordham University - Graduate School of Business Administration   1985 — 1989
master, Information & Communication systems

Angelos Kontos Angelos Kontos Greater New York City Area Details
Angelos Kontos's UBS Wealth Management Experience March 2011 - May 2011
Job Program and Contract Manager, Commercial Revitalization at NYC Department of Small Business Services
Industry Financial Services
Experience
NYC Department of Small Business Services  September 2014 - Present
NYC Department of Small Business Services  January 2014 - July 2014
Fordham University Office Of Research   January 2013 - January 2014
NYC Department of Small Business Services  May 2013 - August 2013
Union Square Hospitality Group  December 2011 - August 2012
World Science Festival  November 2011 - December 2011
UBS Wealth Management   March 2011 - May 2011
Fordham University  January 2008 - May 2011
Dr. Stephen Oswald Chiropractor and Applied Kinesiologist   May 2009 - August 2010
Green Team  March 2007 - April 2007

Education
Fordham University   2012 — 2014
Master of Arts (MA)

Fordham University   2007 — 2011
BA

Temple University, Rome Italy   2010 — 2010
Semester Abroad

Green Meadow Waldorf School   2004 — 2007

Nicholas Woodgate Nicholas Woodgate Greater New York City Area Details
Nicholas Woodgate's UBS Wealth Management Experience October 2011 - May 2012
Job Associate Investment Analyst, Bond and Corporate Finance at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  June 2014 - Present
Sumitomo Mitsui Banking Corporation  September 2013 - April 2014
Sumitomo Mitsui Banking Corporation  June 2013 - August 2013
Pan Reliance Capital Advisors   November 2012 - April 2013
Morgan Stanley  June 2012 - August 2012
UBS Wealth Management   October 2011 - May 2012
Compass Benefits   May 2011 - August 2011

Skills
Investments, Finance, Alternative Investments, Equities, Wealth Management, Mutual Funds, Bloomberg Terminal, Bloomberg, Research, Marketing

Education
Fordham University   2010 — 2014

Duxbury High School

Edmond Oliva Edmond Oliva Brooklyn, New York Details
Edmond Oliva's UBS Wealth Management Experience January 2009 - May 2009
Job Special Education and Math at NYC Teaching Fellows
Industry Primary/Secondary Education
Experience
NYC Teaching Fellows  June 2014 - Present
Cartus  August 2012 - May 2014
Cartus Corporation  May 2011 - August 2012
UBS Wealth Management   January 2009 - May 2009
Cartus Corporation  May 2008 - August 2008

Education
St. John's University   2014 — 2016
Master of Education (M.Ed.)

Fordham University
Bachelor of Science, Finance, Economics

Christopher Mesisco Christopher Mesisco Greater New York City Area Details
Christopher Mesisco's UBS Wealth Management Experience November 2011 - July 2012
Job Student at Fordham University
Industry Financial Services
Experience
ACA Financial  June 2014 - August 2014
Darrison Barrett & Associates, LLC   June 2012 - August 2012
UBS Wealth Management   November 2011 - July 2012

Skills
Mac OSX, Microsoft Office, Intuit Website Services, Quickbooks, OS X, QuickBooks, Financial Analysis

Education
Fordham University School of Law   2013 — 2016

Fordham University   2009 — 2013
BS, Finance

Kevin Coughlan Kevin Coughlan Bronx, New York Details
Kevin Coughlan's UBS Wealth Management Experience January 2012 - May 2012
Job Audit Associate at KPMG US LLP
Industry Accounting
Experience
KPMG US  June 2014 - August 2014
UBS Wealth Management of Americas   June 2013 - August 2013
Fordham University  September 2009 - May 2013
Plainfield Country Club  May 2011 - August 2012
UBS Wealth Management   January 2012 - May 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Sports, Customer Service, Energetic team player, Determined to Succeed, Hardwork, Accounting

Education
Fordham University   2010 — 2014

Union Catholic Regional High School   2006 — 2010

Freedman Wang Freedman Wang New York, New York Details
Freedman Wang's UBS Wealth Management Experience October 2012 - August 2013
Job Tax Intern at WTAS
Industry Financial Services
Experience
WTAS  June 2014 - Present
Freelance Graphic Designer  June 2012 - Present
UBS Wealth Management   October 2012 - August 2013
ClubbingSHANGHAI   June 2012 - September 2012
Arts & Charity Extravaganza   September 2010 - February 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Access, Photoshop, Teamwork, Customer Service, Research, English, Illustrator, InDesign, Visual Basic

Education
Fordham University   2011 — 2015
Bachelor's of Science, GPA: 3.87

Shanghai Highschool Int'l Division   2006 — 2011
Highschool

Robert Bruner Robert Bruner Chicago, Illinois Details
Robert Bruner's UBS Wealth Management Experience May 2012 - August 2012
Job Associate Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management   March 2014 - Present
John Hancock Financial Services  June 2013 - March 2014
UBS Wealth Management   May 2012 - August 2012
Robert C. Bruner Law Office   January 2011 - May 2012

Education
Florida State University   2011 — 2013
Accounting and Finance

University of South Carolina Upstate   2009 — 2011
Finance, General

David B. Loder, CFP® David B. Loder, CFP® West Palm Beach, Florida Area Details
David B. Loder, CFP®'s UBS Wealth Management Experience November 1996 - July 2002
Job Financial Advisor | Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2002 - Present
UBS Wealth Management   November 1996 - July 2002
PaineWebber  1996 - 2002
Olde Private Brokerage   March 1994 - December 1996

Education
Florida State University   1990 — 1993
Bachelor's Degree, Finance

Gregory R. Filippone Gregory R. Filippone Greater New York City Area Details
Gregory R. Filippone's UBS Wealth Management Experience September 2010 - December 2010
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock  May 2013 - Present
Roubini Global Economics  September 2011 - May 2013
UBS Wealth Management   September 2010 - December 2010

Education
New York University   2010 — 2011
School of Continuing and Professional Studies, Finance

Fordham University   2009 — 2010
Master of Arts, Latin American Studies

State University of New York at Albany   2003 — 2007
Bachelor of Arts

Università degli Studi di Roma 'La Sapienza'   2006 — 2006
Study Abroad, Italian and History

Charlie Lellman Charlie Lellman Greater New York City Area Details
Charlie Lellman's UBS Wealth Management Experience January 2007 - April 2009
Job Managing Consultant, Financial Services at IBM Global Business Services
Industry Financial Services
Experience
IBM Global Business Services  October 2009 - Present
CPG Advisory Services LLC   May 2009 - Present
UBS Wealth Management   January 2007 - April 2009
Goldman Sachs  May 2005 - December 2006
Knight Trading Group  1993 - 2003

Skills
Business Analysis, Financial Markets, SDLC, Strategy, Cross-functional Team..., Change Management

Education
University of South Carolina-Columbia   1991 — 1993
MIBS, International Business

Florida State University   1986 — 1990
BA, Political Science

Tom Tyler, CFP® Tom Tyler, CFP® Greater New York City Area Details
Tom Tyler, CFP®'s UBS Wealth Management Experience December 2003 - November 2004
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  June 2009 - Present
Eagle Strategies LLC  June 2009 - Present
NYLIFE Securities LLC  June 2009 - Present
New York Life Insurance Company  June 2009 - Present
MacKay Shields LLC  February 2006 - October 2008
Edward Jones  2005 - 2006
UBS Wealth Management   December 2003 - November 2004
Bear Stearns Asset Management  November 2000 - July 2002
The MainStay Family of Mutual Funds   July 1999 - November 2000
The MainStay Family of Mutual Funds   January 1998 - July 1999

Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II

Education
Fordham University   1982 — 1985
BS, Finance

Chaminade High School   1978 — 1982

Mary Ann McDonough Mary Ann McDonough Greater New York City Area Details
Mary Ann McDonough's UBS Wealth Management Experience May 2005 - September 2006
Job Professional Project Manager at AT&T
Industry Telecommunications
Experience
AT&T  February 2014 - Present
Artech Information System   June 2011 - February 2014
Entergy Corporation  June 2008 - September 2010
AT&T Corporation  September 2006 - November 2007
UBS Wealth Management   May 2005 - September 2006
AT&T  April 1998 - December 2004
Con Edison  March 1990 - April 1998

Skills
Program Management, Telecommunications, Project Management, Cross-functional Team..., Vendor Management, Process Improvement, Business Analysis, Team Leadership, Project Planning, Change Management, Team Building, Strategic Planning, Management, Contract Negotiation, Contract Management, Troubleshooting, Risk Management, Nuclear, Microsoft Office, Budgets, Analysis, Project Delivery, Coaching, Energy Markets, Energy, Engineering, MS Project, Testing, Supply Chain Management, Process Engineering, Six Sigma, Integration, Strategy, Business Process..., Business Strategy, Operations Management, Leadership, Power Generation, PMP, Engineering Management, Project Portfolio..., Electricity Markets, PMO, Visio, Commodity Markets, Electric Power, Renewable Energy, Forecasting, Natural Gas, Project Engineering

Education
Manhattan College   1985 — 1990
B.E.E., Electrical Engineering

Fordham Gabelli School of Business
M.B.A., Information & Communication Systems

Stevens Institute of Technology
Masters, Project Management

Judy Walker Judy Walker Greater New York City Area Details
Judy Walker's UBS Wealth Management Experience July 2012 - November 2014
Job Talent Management Operations Manager at Prudential
Industry Financial Services
Experience
Prudential Financial  November 2014 - Present
UBS Wealth Management   July 2012 - November 2014
UBS Wealth Management   December 2009 - October 2012
UBS Wealth Management   July 2007 - December 2009
The College Board  December 2005 - July 2007
The College Board  November 2004 - December 2005
Pokemon USA  December 2001 - November 2004

Skills
Program Management, Vendor Management, Budgets, Management, Change Management, Training, Visio, Project Planning, Strategic Planning, Process Improvement, Data Analysis, Project Management, SharePoint, Access, Team Leadership, Spanish, Logistics, Offshore Management, Offshore Operations, PowerPoint, Business Analysis, Staff Development, Requirements Analysis, Technical Training, Project Delivery, Adobe Acrobat, Content Management, Team Building, Project Implementation, Process Management, Technical Analysis, MS Project, Mentoring, Database Administration, Problem Solving, Business Process..., Quality Assurance, Learning Management, Research, Talent Management, Technical Documentation, PC, E-learning, Budgeting, Documentation, Customer Relations, Contract Management, HTML, E-Learning, Leadership

Education
Rutgers Business School   2015 — 2019
Master of Business Administration (MBA), Strategy and Leadership

Fordham University   2000 — 2003
B.A., Economics, Business Administration

Wheelock College   1999 — 2000
Transferred, Elementary Education and Teaching

Anthony Mercun Anthony Mercun Bayonne, New Jersey Details
Anthony Mercun's UBS Wealth Management Experience July 2006 - Present
Job Director Fixed Income Sales and Trading at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2006 - Present

Skills
Fixed Income, Series 7, Bloomberg, Wealth Management, Capital Markets, Investments, Asset Management, Trading, Bonds, Financial Markets, Financial Services, Relationship Management, Series 63, Bloomberg Terminal

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2010 — 2015
Master of Business Administration (M.B.A.), Finance, General

Fordham University   2002 — 2006
Bachelor's degree, Business Administration and Management, General

Rosendy Gabriel Rosendy Gabriel Greater New York City Area Details
Rosendy Gabriel's UBS Wealth Management Experience June 2013 - June 2014
Job Summer Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities  June 2015 - Present
Wet Paws Inc   December 2012 - Present
United States Marine Corps (Active & USMCR)   June 2005 - Present
JPMorgan Chase  June 2014 - 2015
UBS Wealth Management   June 2013 - June 2014

Skills
Financial Modeling, Financial Statement..., Portfolio Assessment, Project Management, Bloomberg Terminal, Credit Analysis, FactSet, Project Coordination, Banking Operations, Financial Planning &..., Cash Settlements, IBM SPSS Statistics..., Microsoft Office, Microsoft Excel, Customer Service, Leadership, Team Building, Military, Core Banking, Program Management, Team Leadership, Operational Planning, Security Clearance, Anti Money Laundering

Education
Fordham Gabelli School of Business   2014 — 2016
Master of Business Administration (MBA), Accounting and Finance

Long Island University, C.W. Post Campus   2009 — 2012
Bachelor of Arts (BA), Criminal Justice/ Bus Mgmt, GPA 3.4

Joseph DeVito Joseph DeVito Plainview, New York Details
Joseph DeVito's UBS Wealth Management Experience July 2015 - Present
Job Fordham University Gabelli School of Business
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present

Skills
Microsoft Office, Microsoft Excel, Team Leadership, Outdoor Recreation, Leadership, Teamwork, Sports, Financial Analysis, Social Media, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Research, Time Management, Finance, Facebook

Education
Fordham University   2012 — 2016
Finance, General

Samantha Sullivan, MBA Samantha Sullivan, MBA New York, New York Details
Samantha Sullivan, MBA's UBS Wealth Management Experience June 2015 - August 2015
Job Vice President/Research & Portfolio Management at Las Olas Capital Advisors
Industry Financial Services
Experience
Las Olas Capital Advisors   August 2015 - Present
UBS Wealth Management   June 2015 - August 2015
UBS  June 2013 - June 2015
UBS  July 2012 - June 2013
Morgan Stanley Smith Barney  September 2011 - December 2011

Education
Nova Southeastern University   2011 — 2013
Master of Business Administration

Florida State University   2007 — 2011
Bachelor of Science

Pine Crest Preparatory School   2004 — 2007

Jason Ramirez Jason Ramirez Greater New York City Area Details
Jason Ramirez's UBS Wealth Management Experience March 2012 - June 2012
Job Prime & Synthetic Risk at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  March 2014 - Present
CLSA, Asia-Pacific Markets   June 2013 - August 2013
S&P Capital IQ  July 2012 - May 2013
Becker Professional Education  September 2011 - August 2012
UBS Wealth Management   March 2012 - June 2012

Skills
Financial Modeling, Equity Research, Microsoft Excel, Capital IQ, Bloomberg, ThomsonOne, Market Research, Quantitative Research, PowerPoint, Sales Presentations, Statistical Modeling, Fixed Income, Valuation, Financial Analysis, Financial Accounting, Capital Markets, Strategy

Education
Fordham University
Bachelor's Degree, Accounting and Finance

Camille Avena Camille Avena New York, New York Details
Camille Avena's UBS Wealth Management Experience September 2009 - December 2009
Job Director of Operations at Launch Expeditionary Learning Charter School
Industry Education Management
Experience
Launch Expeditionary Learning Charter School  June 2015 - Present
Success Academy Charter Schools  July 2014 - June 2015
Success Academy Charter Schools  April 2014 - July 2014
Success Academy Charter Schools  June 2013 - April 2014
PNC  June 2011 - June 2013
Capstone Business Credit, LLC   May 2010 - August 2010
Campion Research Institute   May 2009 - August 2010
Fordham University  September 2008 - May 2010
UBS Wealth Management   September 2009 - December 2009
The Federal Financial Corps   June 2009 - August 2009

Skills
Research, PowerPoint, Financial Modeling, Financial Analysis, Corporate Finance

Education
Fordham University   2007 — 2011
B.A., Math/Economics and Classical Civilization

Evan Jerome Evan Jerome Tampa/St. Petersburg, Florida Area Details
Evan Jerome's UBS Wealth Management Experience August 2013 - June 2014
Job Sales Associate at Cornerstone Commercial Realty, LLC
Industry Real Estate
Experience
Cornerstone Commercial Realty, LLC   July 2014 - Present
UBS Wealth Management   August 2013 - June 2014
Apparel & Electronic Sales   September 2012 - August 2013
Cornerstone Commercial Realty, LLC   May 2012 - August 2012

Skills
Public Speaking, Sales, Commercial Real Estate, Customer Service, Real Estate

Education
Florida State University   2009 — 2013
Bachelor of Science, Double; Finance & Real Estate, Senior

University of Tampa
Master's Degree, Finance

Jennifer Irwin Jennifer Irwin Greater New York City Area Details
Jennifer Irwin's UBS Wealth Management Experience September 2014 - December 2014
Job Transaction Tax Intern at Ernst & Young
Industry Financial Services
Experience
EY  June 2014 - Present
UBS Wealth Management   September 2014 - December 2014
Clearwater Capital Partners  January 2014 - May 2014
River Trading Company   July 2013 - August 2013
Fordham University  August 2012 - May 2013
Nyack Boat Club Junior Sailing   June 2012 - August 2012

Skills
Research, Statistics, Investments, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Access, Teamwork, Economics

Education
Fordham Gabelli School of Business   2015 — 2016
Master's Degree, Taxation

Fordham University   2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.69

Joseph Civello Joseph Civello Brooklyn, New York Details
Joseph Civello's UBS Wealth Management Experience September 2012 - December 2012
Job Equity Research Associate at UBS
Industry Financial Services
Experience
UBS  March 2015 - Present
EY  January 2014 - February 2015
Ernst & Young  June 2013 - August 2013
UBS Wealth Management   September 2012 - December 2012
O'Connor Davies, LLP   June 2012 - August 2012
Popper and Company   June 2011 - January 2012
UBS  January 2011 - May 2011
Merrill Lynch  September 2010 - December 2010

Skills
Bloomberg Terminal, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Auditing, Financial Services, Valuation, Financial Modeling, Economics, Financial Advisory, Value Investing, Accounting

Education
Fordham University   2009 — 2013
Bachelor of Science (BS), Applied accounting and Finance

Mitchell Ross, CIMA Mitchell Ross, CIMA New York, New York Details
Mitchell Ross, CIMA's UBS Wealth Management Experience July 2015 - Present
Job Director Head of Investment Advisory Consulting at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
UBS Wealth Management   April 2012 - July 2015
OPPENHEIMER & COMPANY, INC   February 2005 - February 2012
Neuberger Berman  December 2000 - August 2002
Salomon Brothers Asset Management  January 1999 - November 2000
Salomon Brothers Asset Management  October 1996 - January 1999

Skills
Mutual Funds, Portfolio Management, SMA, RFP, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Fund Of Funds, Managed Accounts, Series 7, Series 63, Asset Management, Investment Strategies, Investments, Client Service, Separately Managed..., Investment Advisory, Consultative Selling, Series 3, Asset Managment, Finance, Strategy, Private Equity, Financial Services, Wealth Management

Education
Fordham Gabelli School of Business   2003 — 2004
MBA, Finance and Marketing

Lehigh University   1989 — 1993
BA, History and Political Science

Mamaroneck High School   1985 — 1989

Alton

Robert D. Vascellaro Robert D. Vascellaro Greater New York City Area Details
Robert D. Vascellaro's UBS Wealth Management Experience September 2007 - October 2010
Job COO Americas Operations
Industry Financial Services
Experience
UBS  September 2010 - Present
UBS Wealth Management   September 2007 - October 2010
UBS Wealth Management   July 2005 - September 2007
UBS Wealth Management   January 2000 - July 2005

Skills
Fixed Income, Equities, Investments, Business Analysis, Due Diligence, Funding, Financial Reporting, Analysis, Management, Recruiting, Process Engineering, Acquisitions, Quality Control, Policy Analysis, Investment Management, Alternative Investments, Hedge Funds, Securities, Portfolio Management, Asset Managment

Education
Fordham Gabelli School of Business
Masters, Business Administration; Finance

State University of New York at New Paltz   1980 — 1985
Bachelor of Arts, Economics

Robert L Johnson, IV Robert L Johnson, IV San Francisco Bay Area Details
Robert L Johnson, IV's UBS Wealth Management Experience February 2005 - August 2012
Job Investment & Relationship Manager
Industry Investment Management
Experience
Morgan Stanley  July 2015 - September 2015
UBS Wealth Management   February 2005 - August 2012
Wachovia, A Wells Fargo Company  August 2002 - February 2005
Wachovia, A Wells Fargo Company  May 2002 - August 2002

Skills
Equities, Mutual Funds, Investments, Fixed Income, Portfolio Management, Finance, Alternative Investments, Banking, Leadership, Bloomberg, Risk Management, Wealth Management, Trading, Microsoft Office, Securities, Bloomberg Terminal, Financial Services, Leadership Development, Interpersonal Skill, Time Management, Asset Management, Relationship Management, Project Management, Asset Allocation, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Trading Operations, Presentations, KYC, anti-money laundering..., Micros, Capital Markets, MS Excel Pivot Tables, Cross Functional Team..., Interpersonal Skills, Analytical Skills, Social Media, Social Media..., Bonds, Financial Analysis, Marketing Strategy

Education
Florida International University - College of Business Administration   2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8

Morgan State University   1997 — 2003
Bachelor of Science, International Finance

Angelo Zappala Angelo Zappala Glen Rock, New Jersey Details
Angelo Zappala's UBS Wealth Management Experience November 2005 - June 2008
Job Senior Financial Advisor, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2008 - Present
UBS Wealth Management   November 2005 - June 2008
Tradewinds LLC   September 1998 - November 2005

Skills
Strategic Financial..., Estate Planning, Wealth Management, Multi-generational..., Risk Management, Tax Efficiency, Life Insurance, Long Term Care Insurance

Education
Fordham University - Graduate School of Business Administration   1988 — 1991
Master of Business Administration (MBA), Accounting and Finance

Northeastern University   1974 — 1976
Master of Arts (M.A.), History

Joseph Lauberth Joseph Lauberth Greater New York City Area Details
Joseph Lauberth's UBS Wealth Management Experience September 2012 - June 2013
Job Investment Banking Analyst at Duff & Phelps
Industry Higher Education
Experience
Duff & Phelps  July 2014 - Present
Fordham University Student Managed Investment Fund  December 2013 - May 2014
Millennium Partners  June 2013 - March 2014
UBS Wealth Management   September 2012 - June 2013
Metro-North Railroad  May 2012 - August 2012
Fordham University  October 2011 - May 2012
Fordham University  October 2010 - May 2012
Ignatian Business Leaders, Inc.   January 2009 - May 2010

Skills
Java, PowerPoint, Access, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Bloomberg Terminal, Marketing, Financial Reporting, Time Management, Spanish, Finance, Analysis, Investments

Education
Fordham University   2010 — 2014
Bachelor of Science, Finance, Summa Cum Laude

Alexander Burdi Alexander Burdi New York, New York Details
Alexander Burdi's UBS Wealth Management Experience August 2011 - December 2011
Job Assistant Vice President at DS Concept
Industry Financial Services
Experience
DS-Concept Factoring USA  May 2015 - Present
Trustpilot  July 2014 - April 2015
Fora Financial  December 2013 - June 2014
FGI Finance  April 2012 - September 2013
UBS Wealth Management   August 2011 - December 2011

Skills
Salesforce.com, Microsoft Excel, Finance, Networking, New Business Development, International Sales, B2B Marketing, Trade Finance, CRM, Factoring, Asset Based Lending, Commercial Lending, Trade Credit Insurance, Social Networking, Export Finance, International Credit, Import Export, Export Documentation, Distressed Debt, Financial Analysis, Sales Management, Apparel Sourcing, Contract Negotiation, Relationship Management, Client Development

Education
Fordham University   2008 — 2012
BS, Finance, General

Anthony Hohmann Anthony Hohmann Greater New York City Area Details
Anthony Hohmann's UBS Wealth Management Experience May 2011 - August 2011
Job Director, Channel Partnerships at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ  May 2014 - Present
S&P Capital IQ  April 2012 - May 2014
UBS Wealth Management   May 2011 - August 2011
McGraw Hill Financial  March 2008 - July 2010
Big Brothers Big Sisters of NYC  2008 - 2010

Skills
Leadership, Product Management, Analysis, Financial Analysis, Project Management, Training, Negotiation, Fixed Income, Equities, Finance, Business Intelligence, Public Speaking, Time Management, Trading, Mutual Funds

Education
Fordham University   2010 — 2012
MBA, Finance & Accounting

Marist College   2003 — 2007
Bachelor of Science, Pre-Law

Xavier High School   1999 — 2003

Peter Lerchen Peter Lerchen Greater New York City Area Details
Peter Lerchen's UBS Wealth Management Experience May 2006 - August 2006
Job Vice President, Commercial Real Estate at RBS Citizens Financial Group
Industry Commercial Real Estate
Experience
RBS Citizens Financial Group  January 2014 - Present
TD  January 2013 - January 2014
TD  March 2011 - January 2013
Rockrose Development Corp.  December 2009 - March 2011
Rockrose Development Corp.  September 2007 - March 2011
Hennion & Walsh  June 2007 - September 2007
UBS Wealth Management   May 2006 - August 2006

Skills
Financial Analysis, Microsoft Excel, Real Estate, Commercial Real Estate, Financial Modeling, Real Estate Development, Real Estate Trends, Series 7, PowerPoint, Valuation, Credit Analysis, Real Estate Financing, Financial Statements, Statistics, Financial Accounting, Portfolio Management, Asset Management, Management, Loans, Finance

Education
Fordham University - Graduate School of Business Administration   2013 — 2016
Master of Business Administration (MBA), Finance

New York University   2010 — 2012
Graduate Certificate, Real Estate, GPA: 3.5

Lafayette College   2003 — 2007
B.A., Government & Law

Sydney Dickinson Sydney Dickinson Tallahassee, Florida Details
Sydney Dickinson's UBS Wealth Management Experience July 2013 - July 2013
Job Intern at Florida Chamber of Commerce
Industry Financial Services
Experience
Florida Chamber of Commerce  January 2015 - July 2015
Ocean Properties, Ltd. & Affiliates   May 2014 - July 2014
The Preppy Flamingo   June 2013 - October 2013
UBS Wealth Management   July 2013 - July 2013

Skills
Finance, Economics, Business Economics, Organization Skills, Interpersonal Skills, Communication, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Social Networking, Time Management, Leadership, Recruiting, Social Media Marketing, Fundraising, Hospitality, Facebook

Education
Florida State University   2011 — 2015
Bachelor's Degree, Finance, General, Senior

Lake Worth Christian School   2007 — 2011
High School

Conor Watkins Conor Watkins New York, New York Details
Conor Watkins's UBS Wealth Management Experience May 2012 - June 2012
Job Recent Graduate of Florida State University
Industry Financial Services
Experience
UBS  May 2015 - September 2015
UBS  June 2014 - August 2014
UBS Wealth Management   May 2012 - June 2012
Gapway Grove Corp.   September 2007 - August 2010

Skills
Leadership, Recruiting, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Morningstar, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Event Planning, Time Management, Series 7, Outlook, Investments

Education
Florida State University   2011 — 2015
Bachelor of Science (B.S.), Applied Economics

David Ardente David Ardente Greater New York City Area Details
David Ardente's UBS Wealth Management Experience 2008 - 2009
Job Associate Director, Alternative Investments at UBS
Industry Financial Services
Experience
UBS  May 2015 - Present
Barclays Wealth and Investment Management  May 2012 - May 2015
HSBC  June 2010 - May 2012
UBS Wealth Management   2008 - 2009

Skills
Financial Analysis, Financial Modeling, Private Equity, Hedge Funds, Equities, Corporate Finance, Financial Accounting, Alternative Investments, Excel, Eclipse, Microsoft Excel, Due Diligence, Finance, Investments, Mutual Funds, Portfolio Management, Valuation, Analysis, Fixed Income

Education
Fordham University   2006 — 2010
B.S, Business Administration

Investment Banking Institute   2012 — 2012
Intensive 4-week financial modeling and valuation training program

London Centre - Fordham University   2008 — 2008

Wheeler School   2002 — 2006
High School

Alyson Wentzell Alyson Wentzell Worcester, Massachusetts Details
Alyson Wentzell's UBS Wealth Management Experience January 2015 - May 2015
Job Intern at UBS Wealth Management
Industry Accounting
Experience
New York Life Insurance Company  May 2015 - August 2015
UBS Wealth Management   January 2015 - May 2015
New York Life Insurance Company  May 2014 - August 2014
Morgan Stanley  January 2014 - May 2014
Birch Alley Boutique   May 2013 - March 2014
Abercrombie & Fitch  September 2011 - January 2014
Acosta Sales & Marketing  2013 - 2013

Skills
Customer Service, People Skills, Inventory Management, Sales, Microsoft Excel, Microsoft Word, Highly detail oriented, Self-driven, Team Building, Management, Marketing, Accounting, Finance

Education
Fordham University   2012 — 2016
Bachelor of Science, Public Accounting

Notre Dame Academy   2008 — 2012
High School Diploma

Joseph Desposati Joseph Desposati Greater New York City Area Details
Joseph Desposati's UBS Wealth Management Experience January 2007 - August 2007
Job Managing Consultant at IBM
Industry Financial Services
Experience
IBM Global Business Services  November 2014 - Present
IBM Global Business Services  January 2012 - October 2014
IBM Global Business Services  February 2010 - December 2011
Public Accounting Firm  November 2008 - December 2009
RXR Realty  March 2008 - October 2008
UBS Wealth Management   January 2007 - August 2007

Skills
Business Process, Business Analysis, Project Management, Business Transformation, Data Analysis, Testing, Microsoft Excel, Team Leadership, Management, Business Process..., Requirements Gathering, Strategy, Product Life Cycle, Project Planning, Finance, Leadership, PowerPoint, Quality Center, Accounting, QuickBooks, Financial Audits, Peachtree, Management Consulting, Italian, Consulting, Requirements Analysis, Banking, Business Strategy, PMO, Business Requirements, Process Improvement, Financial Analysis, Financial Services

Education
Fordham University   2004 — 2008
Bachelor of Business Administration (BBA), Finance

William Zawacki William Zawacki Greater New York City Area Details
William Zawacki's UBS Wealth Management Experience March 2012 - March 2013
Job Marketing Consultant at Cognizant
Industry Marketing and Advertising
Experience
Cognizant  April 2015 - Present
Foot Locker  June 2013 - April 2015
UBS Wealth Management   March 2012 - March 2013
COMAG  June 2011 - August 2011
Risk Resources LLC   May 2010 - August 2010

Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Management, Public Speaking, Research, Customer Service

Education
Fordham University   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Frederick Hinkley Frederick Hinkley New York, New York Details
Frederick Hinkley's UBS Wealth Management Experience February 2005 - March 2007
Job Partner and Senior Advisor at Netplus Capital LLC
Industry Investment Management
Experience
Netplus Capital LLC   March 2012 - Present
Brown Brothers Harriman  April 2007 - February 2012
UBS Wealth Management   February 2005 - March 2007
Citi Private Bank  April 2001 - February 2005
Citibank (Switzerland) AG   April 1999 - March 2001
Citi Private Bank  May 1988 - March 1999
Irving Trust Co  February 1987 - May 1988
Moody's Investors Service  August 1986 - February 1987

Skills
Investment Strategies, Wealth Management, Business Development, Investment..., Asset Allocation, Product Development, Portfolio Assessment, Project Management, Portfolio Optimization, Model Portfolios, Alternative Investments

Education
Fordham University - Graduate School of Business Administration   1993 — 1995
Master of Business Administration (MBA), Finance, General

Lehigh University - College of Business and Economics   1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services

Chapel School - Escola Maria Imaculada

Kristen Samuelson Kristen Samuelson Greater New York City Area Details
Kristen Samuelson's UBS Wealth Management Experience November 2011 - May 2012
Job Credit Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  June 2014 - Present
Fordham University  January 2012 - Present
JPMorgan Chase  May 2013 - August 2013
JPMorgan Chase  May 2012 - August 2012
UBS Wealth Management   November 2011 - May 2012

Skills
Finance, Banking, Analysis, Hedge Funds, Public Relations

Education
Fordham University   2010 — 2014
Applied Accounting and Finance

Jack Mahar Jack Mahar Greater New York City Area Details
Jack Mahar's UBS Wealth Management Experience January 2011 - May 2011
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2015 - Present
KPMG US  October 2013 - July 2015
KPMG US  June 2012 - August 2012
UBS Wealth Management   January 2011 - May 2011

Education
Fordham University - Graduate School of Business Administration   2012 — 2013
Master of Business Administration (MBA), Finance

Fordham University - Gabelli School of Business   2008 — 2012
Bachelor of Science (BS), Public Accounting

Catherine Kastberg Catherine Kastberg Katonah, New York Details
Catherine Kastberg's UBS Wealth Management Experience January 2015 - Present
Job Intern at UBS Wealth Management
Industry
Experience
UBS Wealth Management   January 2015 - Present
RuffaloCODY  January 2014 - May 2014
Karin Herzog Worldwide   September 2013 - December 2013

Skills
Persistence, Organization, Positive Personality, Quick Thinker, Multi Tasking, Pinterest, Facebook, Time Management, Teamwork, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media

Education
Fordham University   2012 — 2016
Business Administration, Primary Concentration in Finance, Junior

John F Kennedy Catholic High School   2008 — 2012

Janet Garczynski Janet Garczynski Greater New York City Area Details
Janet Garczynski's UBS Wealth Management Experience June 2007 - September 2014
Job Vice President Advisory Operations Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2015 - Present
UBS Wealth Management   June 2007 - September 2014
UBS Wealth Management   January 2003 - February 2007
UBS Wealth Management   January 1999 - January 2003

Skills
Risk Management, Business Analysis, Financial Modeling, Stakeholder Management, Financial Analysis, Banking, Financial Services, Investment Banking, Business Process..., Financial Risk, Wealth Management, Fixed Income, Mutual Funds, Vendor Management

Education
Fordham University

Saint John's University

Joseph Manfredi Joseph Manfredi Columbia, Maryland Details
Joseph Manfredi's UBS Wealth Management Experience 2001 - 2009
Job COO, Senior Portfolio Manager at BaltimoreWashington Financial Advisors
Industry Financial Services
Experience
Baltimore-Washington Financial Advisors  June 2015 - Present
Wells Fargo Advisors, LLC  2009 - May 2015
UBS Wealth Management   2001 - 2009
Prudential Securities  1993 - 2001
Merrill Lynch  1986 - 1993

Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Wealth Management, Virginia Insurance..., Series 8, Investments, Portfolio Management

Education
Fordham University - Graduate School of Business Administration   1988 — 1991
MBA, Finance

Fordham University   1982 — 1986
BS, Finance/Economics

jumanfredi@msn.com

Alexandra Karp Alexandra Karp Boston, Massachusetts Details
Alexandra Karp's UBS Wealth Management Experience June 2012 - August 2012
Job Graduate Student for Accounting
Industry Accounting
Experience
Deloitte  June 2015 - Present
Student Housing Solutions, LLC  August 2014 - January 2015
Carr, Riggs & Ingram   January 2013 - May 2013
UBS Wealth Management   June 2012 - August 2012
The Tire Choice and Total Car Care   June 2012 - August 2012

Skills
Accounting, Finance, Account Management, Business Analysis, Data Analysis, Data Entry, Customer Service, Youth Mentoring, Team Leadership, Outlook, QuickBooks, Quicken, Computer Proficiency, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office

Education
University of Central Florida   2015 — 2016
Master of Accounting, Assurance

Florida State University   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Florida State University - College of Business   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Anne Marie Heverin Anne Marie Heverin Greater New York City Area Details
Anne Marie Heverin's UBS Wealth Management Experience 2007 - 2009
Job Investor Relations Director at TRG Management LP
Industry Financial Services
Experience
The Rohatyn Group  May 2012 - Present
The Rohatyn Group  2009 - Present
UBS Wealth Management   2007 - 2009
UBS Wealth Management   May 2006 - December 2007
JPMorgan  May 2000 - May 2006
Dai Ichi Kangyo Bank  May 1994 - May 2000

Skills
Management Consulting, Strategic Planning, Organizational..., Competitive Intelligence, Project Management, SAS70 Audit, Financial Analysis, Internal Reporting &..., Financial Modeling, Strategy, Market Research, Mergers & Acquisitions, Training, Data Analysis, Business Strategy, Wealth Management, Leadership, Business Process..., Process Improvement, Business Analysis, Analysis, Consulting, Financial Services, Business Development, Finance, Portfolio Management, SAS70, Program Management, Management, Change Management, Asset Management, Executive Management

Education
Fordham University - Graduate School of Business Administration   2005 — 2007
MBA

Manhattan College   1990 — 1994
BS

Holy Angels

Teachers College of Columbia University

Tasha Rifkin Tasha Rifkin Greater New York City Area Details
Tasha Rifkin's UBS Wealth Management Experience July 1998 - March 2006
Job Business Analyst
Industry Financial Services
Experience
KPMG  July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ  June 2011 - Present
Moody's Investors Service  March 2006 - June 2011
UBS Wealth Management   July 1998 - March 2006

Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Software Project..., Vendor Management, Visio, Data Warehousing, Financial Services, IT Strategy, SDLC, Banking, Fixed Income

Education
Fordham Gabelli School of Business   1998 — 2001
MBA, Information Systems

Fordham University   1994 — 1998
BS, Information Systems

Frank Chiocco, PMP Frank Chiocco, PMP Greater New York City Area Details
Frank Chiocco, PMP's UBS Wealth Management Experience March 2004 - February 2005
Job Director, Project Managment Office at Liberty Travel
Industry Information Technology and Services
Experience
Liberty Travel  May 2007 - Present
Liberty Travel  March 2005 - April 2007
UBS Wealth Management   March 2004 - February 2005
TIAA-CREF  February 2000 - September 2004
TIAA-CREF  February 1997 - February 2000
TIAA-CREF  July 1994 - February 1997

Skills
Budgets, Requirements Analysis, Leadership, Project Management, SDLC, Process Improvement, Business Analysis, Software Documentation, Project Portfolio..., Disaster Recovery, PMO, Program Management, Management, IT Strategy, Agile Project Management, PMP, SharePoint, Vendor Management, Visio, Software Project...

Education
Fordham Gabelli School of Business   1996 — 2000
MBA, General Management & Information and Communication Systems

University of Scranton   1989 — 1993
BA, Communications

Desiree Nunes Desiree Nunes Greater New York City Area Details
Desiree Nunes's UBS Wealth Management Experience September 2007 - April 2008
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch  July 2013 - Present
New England Securities  June 2009 - June 2013
AXA Advisors  June 2008 - December 2008
UBS Wealth Management   September 2007 - April 2008
Smith Barney  January 2007 - August 2007
Mamaroneck Village Tile   June 2006 - May 2007
Henri Bendel  March 2005 - December 2005
McDonald's owner operator   October 2000 - August 2004

Skills
Mutual Funds, Series 7, Retirement Planning, Securities, Sales

Education
Fordham University   2004 — 2008
BS

Jennifer Pena Jennifer Pena Greater New York City Area Details
Jennifer Pena's UBS Wealth Management Experience July 2010 - September 2012
Job Real Estate Director at Nomca Associates LLC
Industry Financial Services
Experience
GE Capital Consulting  August 2014 - Present
Primerica  November 2013 - Present
Nomca Associates LLC   May 2012 - Present
UBS Wealth Management   July 2010 - September 2012
Credit Suisse  January 2001 - June 2010
G.E. Capital   September 1999 - December 2000
G.E. Asset Management   March 1998 - September 1999
Chase Manhattan Bank  December 1997 - February 1998
The Chubb Corporation  January 1987 - December 1997

Skills
Trading, Investment Banking, Fixed Income, Securities, Prime Brokerage, Equities, Capital Markets, Hedge Funds, Banking, Derivatives, FX Options, Relationship Management, Treasury Management, Private Equity, Quantitative Analytics, Global Cash Management, Operations Management, New Business Development, Due Diligence, Payment Services, Acquisition Integration, Compliance, Real Estate, Life Insurance

Education
Fordham University   1988 — 1994
Bachelor of Business Administration (BBA)

New York University
Certificate

Murry Bergtraum HS

Linda Bestepe Linda Bestepe Greater New York City Area Details
Linda Bestepe's UBS Wealth Management Experience June 2013 - Present
Job Director, Field Engagement and Client Experience Banking Strategy at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2013 - Present
Morgan Stanley Private Bank, N.A.   March 2011 - February 2013
UBS Wealth Management   March 2010 - January 2011
UBS Wealth Management   January 2008 - March 2010
UBS Wealth Management   May 2006 - December 2007
UBS Wealth Management   July 2004 - May 2006
UBS Wealth Management   October 2001 - July 2004
UBS Wealth Management   August 2000 - October 2001
Paine Webber  June 1999 - August 2000

Skills
Strategy, Sales Management, Marketing Strategy, Strategic Communications, Private Banking, Wealth Management

Education
Fordham Gabelli School of Business   2004 — 2006
M.B.A., Double Concentration: Marketing and Management with International Business Designation

Fordham University   1995 — 1999
BS, Pschology, Minors in Business and Spanish

Kenneth Mino Kenneth Mino Greater New York City Area Details
Kenneth Mino's UBS Wealth Management Experience 2006 - 2006
Job Vice President at Citigroup Global Markets, Inc.
Industry Financial Services
Experience
Citigroup Global Markets, Inc.   2013 - Present
KCM Consulting Corporation   2009 - 2013
MF Global Ltd.   2007 - 2009
KCM Consulting Corporation   2007 - 2007
UBS Wealth Management   2006 - 2006
UBS Wealth Management   2000 - 2006
PaineWebber  1999 - 2000
Prudential Securities  1995 - 1999
Merrill Lynch  1992 - 1993
Shearson Lehman Brothers  1988 - 1992

Skills
Credit Risk, Capital Markets, Securities, Credit, Derivatives, Equities, Collateral Management, Finance, Hedge Funds, Commodity, Investment Banking, Fixed Income, Structured Products, Trading, Options, Market Risk, FX Options

Education
Fordham University

George Loos George Loos Greater New York City Area Details
George Loos's UBS Wealth Management Experience September 2002 - September 2003
Job CEO
Industry Financial Services
Experience
Lex Group LLC   April 2015 - Present
Happy Rock Merchant Solutions  September 2013 - May 2014
Imperial Advance   March 2013 - August 2013
Serdika Trading   October 2006 - March 2013
Pali Capital/Cantor Fitzgerald   October 2004 - October 2006
New York Interactive Media   October 2003 - October 2004
UBS Wealth Management   September 2002 - September 2003
Applied Card Systems  April 1999 - September 2002
Miller Anderson and Sherrod   February 1998 - February 1999
MBNA  March 1991 - December 1997

Skills
Risk Management, Trading, Hedge Funds, Commodities, Credit, Derivatives, Banking, Financial Analysis, Customer Relations, Financial Modeling, Excel, Forecasting, Microsoft Office, Investments, Asset Management, Budgeting, Outlook, Word, Research, Customer Service, Credit Cards, Financial Reporting, Financial Planning, Business Strategy, Credit Risk, Commodity, Finance, Financial Services, Microsoft Excel, Portfolio Management, Microsoft Word, Underwriting, Budgets, Strategic Financial...

Education
Fordham University   1986 — 1990
BS, Finance

LaSalle High School (Philadelphia)   1982 — 1986
Diploma, College Prep

Jennifer Estanislau Jennifer Estanislau New York, New York Details
Jennifer Estanislau's UBS Wealth Management Experience August 2014 - Present
Job Private Banking at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   August 2014 - Present
J.P. Morgan   December 2012 - August 2014
Safra National Bank Of New York  July 2010 - November 2012
YAM Wireless   March 2009 - May 2011
Safra National Bank of New York  July 2007 - February 2009
YAM Wireless   1999 - 2007

Education
Nova Southeastern University   2005 — 2007
MBA, International Business

Florida International University - College of Business   2000 — 2004
Business Administration, International Business and Finance

David Wenig David Wenig Greater New York City Area Details
David Wenig's UBS Wealth Management Experience Vice PresidentCantor Fitzgerald1989 - 2000
Job Fixed Income Sales at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Vice PresidentCantor Fitzgerald1989 - 2000

Education
Fordham Gabelli School of Business

Jamie Horn Jamie Horn Greater Philadelphia Area Details
Jamie Horn's UBS Wealth Management Experience October 2010 - December 2011
Job Municipal Portfolio Specialist at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors  December 2011 - Present
UBS Wealth Management   October 2010 - December 2011
Neuberger Berman  July 2008 - October 2010
Robeco Investment Management  January 2006 - July 2008
Alliance Capital Management  2000 - 2006

Skills
Asset Allocation, Securities, Relationship Management, Wealth Management, Mutual Funds, Municipalities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63, Separately Managed...

Education
Fordham Gabelli School of Business   2005 — 2009
MBA, Finance and Marketing

Lehigh University - College of Business and Economics   1995 — 1999
BS, Finance

Aspen High School

Aspen High School

John Allocca John Allocca Greater New York City Area Details
John Allocca's UBS Wealth Management Experience 2000 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS Financial Services  2000 - Present
UBS Wealth Management   2000 - Present

Education
Fordham Gabelli School of Business   1976 — 1978
MBA, Economics / Finance

New York University - Leonard N. Stern School of Business   1970 — 1976
B.S., Economics / FInance

Kristi A. Palome Kristi A. Palome New York, New York Details
Kristi A. Palome's UBS Wealth Management Experience June 2006 - June 2007
Job Institutional Marketing Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management   May 2014 - Present
J.P. Morgan Asset Management   January 2013 - May 2014
J.P. Morgan Asset Management   April 2010 - January 2013
AXA Equitable  June 2008 - April 2010
Wachovia Securities, LLC  June 2007 - May 2008
UBS Wealth Management   June 2006 - June 2007

Education
Fordham University   2004 — 2008
BA, International Political Econom

William May William May Greater New York City Area Details
William May's UBS Wealth Management Experience December 2001 - November 2005
Job Senior Vice President, Global Association of Risk Professionals
Industry Financial Services
Experience
Global Association of Risk Professionals  December 2008 - Present
Fitch Ratings  November 2005 - June 2008
UBS Wealth Management   December 2001 - November 2005
Bank of America Securities  January 2000 - November 2001
Federated Global Investors (company   January 1999 - January 2000
Law and Economics Consulting Group   January 1998 - January 1999
Andrew Kalotay Associates   January 1996 - December 1997
Federal Reserve Bank  January 1988 - January 1996

Skills
Risk Management, Equities, Fixed Income, Investments, Financial Markets, Portfolio Management, Banking, Structured Products, Emerging Markets, Financial Risk, Finance, Bonds, Strategy, Economics, Asset Allocation

Education
Teachers College of Columbia University   2011 — 2015
Master of Science (MS), Applied Statistics

Fordham University   2003 — 2012
Master's Degree, Economics, Advanced Ceritificate in Financial Econometrics and Data Analysis

New York University - Polytechnic School of Engineering   1996 — 1998
Master's Degree, Financial Engineering

Fordham University - Graduate School of Business Administration   1991 — 1994
MBA, Information Systems, International Business

State University of New York at StonyBrook, College of Engineering   1984 — 1988
Bachelor of Science, Applied Mathematics and Statistics; Economics

Sarah Welty Sarah Welty Greater New York City Area Details
Sarah Welty's UBS Wealth Management Experience July 2006 - October 2008
Job Marketing Manager at OppenheimerFunds, Head of Corporate Philanthropy
Industry Financial Services
Experience
OppenheimerFunds  October 2008 - Present
UBS Wealth Management   July 2006 - October 2008

Skills
Series 63, Series 7, Financial Services, Strategic Partnerships, Investments, Marketing, Marketing Strategy, Mutual Funds, Alternative Investments, Wealth Management

Education
Fordham Gabelli School of Business
MBA, dual major - marketing & communications

Giselle Estevez Giselle Estevez Greater New York City Area Details
Giselle Estevez's UBS Wealth Management Experience May 2008 - September 2008
Job at Estevez Services
Industry Legal Services
Experience
Estevez Services   September 2000 - Present
UBS Wealth Management   May 2008 - September 2008

Education
Fordham University   2005 — 2008
B.S., Business Administration

Cathedral High School   2001 — 2005
High School, General Studies with Advanced Regents

Chris Drennen Chris Drennen Dallas, Texas Details
Chris Drennen's UBS Wealth Management Experience September 2012 - August 2014
Job Vice President, Banking Consultant at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc.  December 2014 - Present
UBS Wealth Management   September 2012 - August 2014
PHH Mortgage (D/B/A Merrill Lynch Home Loans)   February 2003 - September 2012

Skills
Mortgage Lending, Finance, Banking, Credit, Portfolio Management, Private Banking, Loans, Wealth Management, Investments, Business Development, Financial Services, Mortgage Banking

Education
Florida State University   1998 — 2002
Bachelor of Science (B.S.), Finance, General

Josephine Verducci Josephine Verducci Jackson, New Jersey Details
Josephine Verducci's UBS Wealth Management Experience March 2006 - October 2010
Job Real Estate Sales Associate
Industry Real Estate
Experience
Keller Williams Realty Monmouth/Ocean  April 2013 - Present
UBS Wealth Management   March 2006 - October 2010

Skills
Investments, Equities, Asset Management, Portfolio Management, Management, Business Strategy, Valuation, Asset Managment, Real Estate, Home Staging, First Time Home Buyers, Buyers, Sellers, Real Estate Investors, Marketing, Conventional Loans, FHA Loans, VA loans, USDA Loans, Investment Properties, Short Sales, REO Properties, HUD Foreclosures, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Financial Services, Business Analysis, Financial Analysis

Education
Fordham University   1999 — 2003
Bachelor of Arts (B.A.), Economics

Bishop Kearney H.S.   1995 — 1999

Anthony Musi Anthony Musi Jersey City, New Jersey Details
Anthony Musi's UBS Wealth Management Experience February 2011 - May 2011
Job Senior Analyst Compensation Accounting
Industry Financial Services
Experience
Goldman Sachs  September 2014 - Present
Carolina Herrera  August 2012 - September 2014
Esprit  June 2011 - June 2012
UBS Wealth Management   February 2011 - May 2011
Esprit  September 2010 - December 2010
Collective Brands Performance + Lifestlye Group   June 2010 - August 2010

Skills
General Ledger, Accruals, Account Reconciliation, Accounts Payable, Financial Analysis, Outlook, Microsoft Excel, Accounts Receivable, PowerPoint, Microsoft Word, Finance

Education
Fordham University   2007 — 2011
BS Business Administration, Finance, Accounting, Economics

Jordan Grangard Jordan Grangard Las Vegas, Nevada Details
Jordan Grangard's UBS Wealth Management Experience January 2014 - September 2015
Job Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS  September 2015 - Present
UBS Wealth Management   January 2014 - September 2015
UBS  July 2012 - January 2014
Fordham University  August 2008 - May 2012
Gehring Group Insurance Services   May 2009 - September 2011

Skills
Microsoft Office, PowerPoint, Word, Excel, Sports, Time Management, Team Leadership

Education
Fordham Gabelli School of Business   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.5

Dave Russo Dave Russo Greater New York City Area Details
Dave Russo's UBS Wealth Management Experience January 2001 - April 2009
Job IT Delivery Manager Private Equity at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  April 2013 - Present
AIG  June 2011 - April 2013
Merrill Lynch  March 2010 - June 2011
UBS Wealth Management   January 2001 - April 2009
UBS Financial Services Inc  2001 - 2009
PaineWebber Inc  1986 - 2001
PepsiCo  January 1982 - December 1986

Skills
Fixed Income, Project Management, Strategy, Equities, Leadership, Requirements Analysis, Budgets, IT Management, PMO, Management, Project Delivery, Mergers & Acquisitions, Financial Risk, Trading Systems, SDLC, Software Project..., Risk Management, Capital Markets, Disaster Recovery, Financial Services, Business Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Program Management, Portfolio Management, IT Strategy

Education
Fordham Gabelli School of Business   1984 — 1989
MBA, Finance

Purchase College, SUNY   1979 — 1982
BS, Mathematics and Computer Science

Tammy Kwok Tammy Kwok Greater New York City Area Details
Tammy Kwok's UBS Wealth Management Experience September 2010 - December 2010
Job Student at Fordham University
Industry Financial Services
Experience
National Public Finance Guarantee Corp.  June 2011 - August 2011
Friends Provident International   April 2011 - May 2011
UBS Wealth Management   September 2010 - December 2010
Fordham AIESEC Club   April 2010 - December 2010
LIFT - the Bronx  September 2009 - September 2010
Fast Wok, Inc.   December 2006 - June 2008

Education
Fordham University   2008 — 2012
BS in Finance, Concentration in Marketing

River Hill High School   2004 — 2008
High School Diploma

Andrew Hayes, CFA Andrew Hayes, CFA New York, New York Details
Andrew Hayes, CFA's UBS Wealth Management Experience June 2009 - August 2009
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank   August 2014 - Present
J.P. Morgan Private Bank   August 2012 - August 2014
JPMorgan Chase  August 2011 - July 2012
JP Morgan Chase  June 2010 - August 2010
Financial Services Volunteer Corps  June 2009 - June 2010
BNY ConvergEx  October 2009 - December 2009
UBS Wealth Management   June 2009 - August 2009
MSF Enterprises, LLC   January 2009 - May 2009

Education
Fordham University   2007 — 2011
Bachelor of Science, Business Administration

Frank DeBenedittis Frank DeBenedittis Greater New York City Area Details
Frank DeBenedittis's UBS Wealth Management Experience October 2009 - May 2010
Job at Barclays
Industry Financial Services
Experience
Barclays  October 2010 - Present
UBS Wealth Management   October 2009 - May 2010
Aceto Corporation  June 2007 - August 2009

Skills
Valuation, Bloomberg Terminal, Financial Modeling, Bloomberg

Education
Fordham University   2006 — 2010
BS, Finance

Robert Ladimir Robert Ladimir Tampa/St. Petersburg, Florida Area Details
Robert Ladimir's UBS Wealth Management Experience June 2010 - August 2010
Job Account Executive at XeroGraphics a DEX imaging Company
Industry Information Technology and Services
Experience
XeroGraphics a DEX imaging Company   May 2013 - September 2013
Merrill Lynch  June 2011 - December 2012
Ladistar Mortgage and Realty   August 2010 - August 2011
Rollins College  August 2009 - April 2011
UBS Wealth Management   June 2010 - August 2010
SMITH Advertising  May 2007 - August 2007

Skills
Real Estate, Mortgage Lending, Finance, Management, Loans, Portfolio Management, Foreclosures, Selling, Financial Services, Retirement Planning, Research, Property, Public Speaking

Education
Rollins College - Crummer Graduate School of Business   2009 — 2011
Master of Business Administration, Finance and Entrepreneurship

Andy Gray Schools of Real Estate   2010 — 2010
State of Florida License, Loan Originator

Ed Klopfer School of Real Estate   2010 — 2010
State of Florida License, Real Estate Sales Associate

Florida State University   2005 — 2008
B.S., Advertising and Economics

Vincent Pietanza Vincent Pietanza Greater New York City Area Details
Vincent Pietanza's UBS Wealth Management Experience September 2007 - March 2013
Job Senior Vice President at FTN Financial
Industry Financial Services
Experience
FTN Financial  April 2013 - Present
UBS Wealth Management   September 2007 - March 2013
ABN AMRO Bank  November 2001 - May 2007

Education
Fordham Gabelli School of Business   2005 — 2008
MBA, Business

Eileen Keating-Sullivan Eileen Keating-Sullivan Greater New York City Area Details
Eileen Keating-Sullivan's UBS Wealth Management Experience May 1996 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 1996 - Present
UBS  1996 - Present
Meredith, Martin and Kaye Inc   June 1992 - May 1996
Morgan Stanley  June 1990 - June 1992

Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Securities, Trading, Asset Management, High Net Worth..., Portfolio Management, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Financial Services, Valuation, Investment Advisory, Asset Allocation, Swaps, Financial Markets, Investments

Education
Fordham University   1996 — 2000
Master of Business Administration (MBA), Finace

Fordham University   1986 — 1990
Bachelor of Arts (BA), Economics

Jonathan Bifulco Jonathan Bifulco Greater New York City Area Details
Jonathan Bifulco's UBS Wealth Management Experience May 2015 - Present
Job Program Manager, FA Discretionary at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present

Skills
Series 7, Wealth Management, Asset Allocation, Separately Managed..., Mutual Funds, ETFs, Factset, Bloomberg, Morningstar, Investments, Microsoft Excel, Visual Basic, Tactical Asset..., Portfolio Performance..., Portfolio Optimization, Economics

Education
Fordham University   2009 — 2010
Master's Degree, Economics

Fordham University   2005 — 2009
Bachelor's Degree, Mathematics and Economics

Andra Tomsa Andra Tomsa New York, New York Details
Andra Tomsa's UBS Wealth Management Experience June 2011 - December 2011
Job Founder & President at Spare Change Inc.
Industry Fund-Raising
Experience
SPARE NYC   December 2012 - Present
National Life Group  August 2012 - December 2012
UBS Wealth Management   June 2011 - December 2011

Skills
Economics, Bloomberg, Financial Modeling, Corporate Finance, Valuation, Bloomberg Terminal, Investments, Financial Analysis, Data Analysis, Finance, Capital Markets, Nonprofits, Emerging Markets, Econometrics, Due Diligence, Microsoft Excel, Microsoft Office, Public Speaking, Research, Social Media, Leadership, Social Networking, Event Planning

Education
Fordham University Graduate School of Arts and Sciences   2010 — 2011
Masters in International Political Economy and Development, Economics

Fordham University   2004 — 2008
BA, Economics

Anthony Walters Anthony Walters Greater New York City Area Details
Anthony Walters's UBS Wealth Management Experience January 2011 - April 2011
Job Associate at Ares Management
Industry Financial Services
Experience
Ares Management  October 2014 - Present
J.P. Morgan   July 2013 - October 2014
J.P. Morgan   May 2012 - August 2012
GFT Spot Forex CFDs Spread Bets  May 2011 - April 2012
UBS Wealth Management   January 2011 - April 2011
Protocol Capital Management  May 2010 - August 2010

Skills
Hedge Funds, Asset Management, Finance, Bloomberg, Alternative Investments, Access, Financial Risk, Economics, Analysis, Technical Analysis, Microsoft Excel, Financial Analysis, Trading, Due Diligence, English, Equities, Risk Management, Bloomberg Terminal, Currency, Valuation, Financial Modeling, Microsoft Office

Education
Fordham University   2009 — 2013
BA, Mathematics, Economics

Eileen Krueger Hoffman Eileen Krueger Hoffman Greater New York City Area Details
Eileen Krueger Hoffman's UBS Wealth Management Experience May 1999 - June 2006
Job VP Alternative Investments at JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank   April 2015 - Present
HSBC Private Bank  July 2006 - April 2015
UBS Wealth Management   May 1999 - June 2006

Skills
Alternative Investments, Banking, Derivatives, Financial Services, Fixed Income, Hedge Funds, Investments, Wealth Management, Marketing, Equities, Risk Management, Capital Markets

Education
Fordham University - Graduate School of Business Administration   2006 — 2010
Master of Business Administration (MBA), Finance and Marketing

Vassar College   1993 — 1997
Bachelor of Arts (B.A.), Biology/Biological Sciences, General

James Fazzari James Fazzari Greater New York City Area Details
James Fazzari's UBS Wealth Management Experience June 2011 - December 2011
Job Analyst at Mizuho Bank
Industry Investment Banking
Experience
Mizuho Bank  August 2013 - Present
UBS Wealth Management   June 2011 - December 2011
YMCA  June 2008 - August 2010

Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Financial Analysis, Investments, Economics, Microsoft Excel, Series 7, Portfolio Management, PowerPoint, Valuation, Finance, Entrepreneurship

Education
Fordham Gabelli School of Business   2009 — 2013
Bachelor's degree, Finance, General

Fordham University   2009 — 2013
BA, Finance

Austin Strube Austin Strube Greater New York City Area Details
Austin Strube's UBS Wealth Management Experience December 2008 - September 2009
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   December 2008 - September 2009

Education
Fordham University   2006 — 2010
B.S., Finance, Accounting, Economics

Matthew Anuszkiewicz Matthew Anuszkiewicz Greater New York City Area Details
Matthew Anuszkiewicz's UBS Wealth Management Experience January 2010 - May 2010
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   2012 - Present
J.P. Morgan   June 2011 - August 2011
Brigade Capital Management  November 2010 - April 2011
UBS Wealth Management   January 2010 - May 2010
Lincoln Financial Advisors  June 2009 - August 2009

Education
Fordham University   2008 — 2012
Bachelor of Science, Finance

Ankit Patel Ankit Patel Greater New York City Area Details
Ankit Patel's UBS Wealth Management Experience July 2007 - November 2011
Job Manager, Technical Solutions at Criteo
Industry Financial Services
Experience
Criteo  January 2015 - Present
Criteo  June 2014 - January 2015
Criteo  December 2011 - June 2014
UBS Wealth Management   July 2007 - November 2011

Skills
Web Development, Software Development, Java, JavaScript, jQuery, J2EE, Eclipse, Software Engineering, HTML, AJAX, Struts, Websphere, Application Development, XML, Java Enterprise Edition, Digital Strategy, Integration, Project Management, SDLC, Unix, Web Services, SQL, Unix Shell Scripting, Shell Scripting

Education
Fordham University - Graduate School of Business Administration   2010 — 2013
MBA, Information Systems

State University of New York at Buffalo   2001 — 2006
Bachelors of Science, Computer Engineering

Kinmint Lee Kinmint Lee Greater New York City Area Details
Kinmint Lee's UBS Wealth Management Experience June 2010 - December 2010
Job Digital Media Analyst at SSCG Media
Industry Online Media
Experience
SSCG Media Group  April 2014 - Present
Macy's  April 2013 - April 2014
Macy's  April 2012 - April 2013
Macy's  December 2010 - April 2012
UBS Wealth Management   June 2010 - December 2010
Morgan Stanley  2007 - 2008

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Budgets, Oracle Applications, Business Objects, Finance, Management, Recruiting, Project Planning, Account Reconciliation, General Ledger, Advertising, Access, Forecasting, Accounting, Financial Reporting, PowerPoint, Retail, Outlook, Analysis, Data Analysis, Inventory Management

Education
Fordham University   2003 — 2007
Bachelor of Science, Accounting

Jose Barral Jose Barral New York, New York Details
Jose Barral's UBS Wealth Management Experience May 2000 - March 2004
Job
Industry Financial Services
Experience
GenSpring Family Office International   March 2012 - November 2012
RBC Royal Bank  June 2008 - January 2012
Citibank  2004 - 2008
UBS Wealth Management   May 2000 - March 2004
JP Morgan Asset Management  June 1989 - May 2000

Skills
Investments, Wealth, Wealth Management, Private Banking, Financial Advisory, Banking, Risk Management, Asset Management, Corporate Finance, Valuation, Portfolio Management, Financial Planning, Credit Risk, Capital Markets, AML, Derivatives, Asset Managment, Finance, Strategic Financial..., Estate Planning, Asset Allocation, Alternative Investments, Fixed Income, Strategy

Education
Fordham University   1975 — 1979
BA, Economics LIberal Arts

John A. Munkenbeck John A. Munkenbeck Greater New York City Area Details
John A. Munkenbeck's UBS Wealth Management Experience January 2011 - May 2011
Job Financial Services Advisory at PwC Consulting
Industry Financial Services
Experience
PwC Consulting  July 2012 - Present
Interaudi Bank  October 2011 - June 2012
UBS Wealth Management   January 2011 - May 2011

Education
Fordham University
Bachelor of Science (BS), Finance, General

Courtney Ho Courtney Ho Greater New York City Area Details
Courtney Ho's UBS Wealth Management Experience February 2011 - August 2011
Job Cyber Risk Consultant at Deloitte
Industry Computer & Network Security
Experience
Deloitte  September 2015 - Present
Fordham University  September 2014 - August 2015
JPMorgan Chase  February 2014 - June 2014
Thomson Reuters  June 2013 - February 2014
UBS Wealth Management   February 2011 - August 2011
Assemblywoman Charlotte Vandervalk   August 2010 - August 2010

Skills
Economic Research, Microsoft Excel, Bloomberg Terminal, OneSource Tax Provision, Excel, Financial Analysis, Microsoft Office, Microsoft Word, Thomson Reuters Baseline, PowerPoint, Accounting, Financial Modeling, Research, Finance, Data Analysis, Market Research, Access

Education
Fordham University   2014 — 2015
Master of Science (M.S.), Cybersecurity

Fordham University   2009 — 2013
BA, Economics with Honors, Mandarin

Guilherme Pereira das Neves Guilherme Pereira das Neves Greater New York City Area Details
Guilherme Pereira das Neves's UBS Wealth Management Experience May 2006 - October 2008
Job Founder / CEO at Prominent Capital LLC, NY
Industry Financial Services
Experience
Netplus Capital LLC   February 2013 - Present
Standard Chartered Bank  October 2010 - January 2012
Solid Independent Advisors LLC   November 2008 - September 2010
UBS Wealth Management   May 2006 - October 2008
Banco Safra  June 2004 - March 2006
Deutsche Bank - Private Wealth Management  April 2003 - December 2003
Solid Independent Advisors LLC   April 2002 - April 2003
Delta National Bank of New York   May 1995 - March 2002

Skills
Capital Markets, Wealth Management, Investment Banking, Fixed Income, Equities

Education
Fordham University - Graduate School of Business Administration   1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Faculdade Candido Mendes
Bachelor's degree, Law

Sean McKenney Sean McKenney Tampa/St. Petersburg, Florida Area Details
Sean McKenney's UBS Wealth Management Experience 2011 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   2011 - Present

Education
Florida State University - College of Business

Shivanjali Joshi, PMP Shivanjali Joshi, PMP New York, New York Details
Shivanjali Joshi, PMP's UBS Wealth Management Experience December 2011 - May 2012
Job Senior Consultant Advance Analytics at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young  June 2013 - Present
SAP  September 2012 - June 2013
OppenheimerFunds  May 2012 - August 2012
Fordham University  September 2011 - August 2012
UBS Wealth Management   December 2011 - May 2012
Crest Premedia Pvt. Ltd.   March 2009 - July 2011
Orchid Management Consultancy   June 2007 - February 2009
Lintas  May 2006 - July 2006

Skills
Offshore Project..., Quality Analysis, Corporate Communications, Performance Analysis, Capacity Analysis, Public Relations, Advertising, Marketing Communications, Media Relations, New Business Development, Feasibility Studies, Six Sigma, Event Management, Market Research, Cloud Computing, Project Analysis, Web Analytics, Performance Dashboards, Digital Marketing, Project Management, Analysis, Quality Control, Process Improvement, Analytics, Daily Operations..., Cross-functional Team..., Digital Strategy, Integrated Marketing, Management, Business Process..., Marketing, Leadership, Marketing Strategy, Business Development

Education
Fordham University - Graduate School of Business Administration   2011 — 2013
MBA, Marketing Analytics, IT

MITSOB   2007 — 2009
Post Graduate Program, Marketing and International Business

Pune University   2003 — 2007
BFA, Advertising

National Institute of Event Management   2003 — 2004
Diploma course, Event Management

Charles Dolan Charles Dolan Fort Myers, Florida Details
Charles Dolan's UBS Wealth Management Experience May 2011 - August 2011
Job Global Events at Gartner
Industry Information Technology and Services
Experience
Gartner  September 2013 - Present
Gartner  February 2013 - August 2013
Gartner  July 2012 - January 2013
Florida Southern College - Barney Barnett School of Business and Free Enterprise   August 2008 - May 2012
UBS Wealth Management   May 2011 - August 2011
Ashley Stewart Ltd   June 2009 - September 2010
Odyssey Dive Centre   June 2010 - August 2010
ACS International Schools Ltd.  June 2007 - July 2008

Skills
Leadership, Marketing, Event Management, Fundraising, Sales, Research, Retail, Public Relations, Marketing Strategy, Customer Service, Direct Marketing, Social Networking, Market Research, Business Strategy, Public Speaking, Social Media, Sales Process, Project Management, Account Management, Campaign Managment, Member of Toastmasters, Social Media Marketing, Promotions, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Garden Design, Landscape Design, Marketing Communications

Education
Florida Southern College   2008 — 2012
Bachelor of Science (BSc), Business Administration - concentration in Marketing & Economics

ACS International School, Cobham, Surrey   2004 — 2008
High School Diploma, Advanced Placement Economics

Taylor Guice Taylor Guice Pompano Beach, Florida Details
Taylor Guice's UBS Wealth Management Experience March 2014 - November 2014
Job Equity Analytics at Bloomberg, LP.
Industry Financial Services
Experience
Bloomberg LP  February 2015 - Present
UBS Wealth Management   March 2014 - November 2014
AmeriQuest Business Services  May 2012 - August 2013
AmeriQuest Business Services  May 2011 - August 2011
Law Offices of Krupnick and Campbell   May 2010 - August 2010
Assist-2-Sell Realty   May 2008 - August 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft CRM, Financial Reporting, Financial Analysis, Friendly Personality, Communication, Public Speaking, Social Media, Charity Work, Team Building, Team Leadership, Team Management, Conflict Resolution, Business Networking, Management, Market Research, Leadership, Marketing

Education
Nova Southeastern University   2013 — 2014
Graduate, Business Administration and Management, General, 3.7

Florida State University   2009 — 2012
Bachelor of Science (B.S.), Accounting and Finance

Catherine Newcomb Catherine Newcomb New York, New York Details
Catherine Newcomb's UBS Wealth Management Experience July 2008 - Present
Job Managing Director, Operations Division at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2008 - Present
UBS FINANCIAL SERVICES INC  July 2008 - Present
UBS  June 2006 - June 2008
UBS  January 2005 - May 2006
PW Trust Company   July 2000 - December 2004
PW TRUST COMPANY   July 1998 - June 2000
PW TRUST COMPANY   January 1995 - June 1998
RETAIL BANKING  May 1992 - December 1994
PAINEWEBBER INC  August 1990 - April 1992
PAINEWEBBER INC  May 1987 - July 1990

Skills
Operations Management, Risk Management, Financial Accounting, Strategic Planning, Project Management, Retirement Products, Mutual Funds

Education
Fordham University
Master of Business Administration (MBA), Finance, General

Fordham University, Graduate School of Business
Master of Business Administration, Finance

University of Delaware
Bachelor of Applied Science (BASc), Business/Finance

University of Delaware
Bachelor of Science, Finance

Patrick (Lei) Hou Patrick (Lei) Hou Elmhurst, New York Details
Patrick (Lei) Hou's UBS Wealth Management Experience October 2010 - April 2011
Job Accounting Professional
Industry Accounting
Experience
CCTS INC. ACCOUNTING & TAX   2013 - Present
UBS Wealth Management   October 2010 - April 2011

Skills
Tax Preparation, General Ledger, GAAP, Accounting, Account Reconciliation, QuickBooks, Income Tax, Journal Entries, Tax Returns, Sales Tax, Financial Statements, Fixed Assets, Tax Accounting, Corporate Tax, Financial Reporting, Bookkeeping, Accounts Payable, Financial Accounting, Auditing

Education
Fordham University   2010 — 2012
Master's degree, Taxation

Saint Mary's University of Minnesota   2007 — 2010
Bachelor of Arts (B.A.), accoutning

Joseph DiLauro Joseph DiLauro Greater New York City Area Details
Joseph DiLauro's UBS Wealth Management Experience December 2000 - December 2014
Job Solutions Architect at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group  January 2015 - Present
UBS Wealth Management   December 2000 - December 2014
UnitedHealth Group  June 1996 - December 2000

Skills
SDLC, Business Analysis, Java, COBOL II, Project Management, Javascript, JSON, RESTful WebServices, SQL, CSS, HTML5, Java Enterprise Edition, Solution Architecture, COBOL, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Requirements Gathering, SOA, Software Project..., Vendor Management

Education
University of Scranton   2007 — 2010
Master's Degree, Theology/Theological Studies

Fordham University - Graduate School of Business Administration   1998 — 2001
Masters in Business Administration, Management Information Systems, General

Chubb Institute of Technology   1998 — 2000
Certificate in Applications Development, Computer Programming/Programmer, General

Rutgers Business School   1992 — 1996
Bachelors of Science, Marketing

Henry Liang Henry Liang Forest Hills, New York Details
Henry Liang's UBS Wealth Management Experience September 2003 - October 2005
Job Senior Evaluator at Interactive Data
Industry Financial Services
Experience
Interactive Data  December 2010 - Present
First Empire Securities, Inc  January 2010 - December 2010
UBS Investment Bank  December 2006 - April 2009
UBS Investment Bank  December 2005 - November 2006
UBS Wealth Management   September 2003 - October 2005
UBS Wealth Management   August 2001 - August 2003

Skills
Fixed Income, Municipal Bonds, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Performance..., Operational Risk, Securities, Capital Markets, Credit Analysis, Trading, Business Analysis, Bonds, Analysis, Portfolio Management, Finance, Bloomberg, Investment Banking, Equities, Strategy, Financial Modeling, Hedge Funds

Education
Fordham University - Graduate School of Business Administration   2008 — 2010
Master of Business Administration (MBA)

Syracuse University - Martin J. Whitman School of Management   1997 — 2001
Bachelor of Science (BS), Finance and Financial Management Services

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