UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Colton Helms Colton Helms Washington, District Of Columbia Details
Colton Helms's UBS Wealth Management Experience June 2014 - August 2014
Job Strategy & Operations Analyst
Industry
Experience
Deloitte  July 2015 - Present
Merrill Lynch  September 2014 - December 2014
UBS Wealth Management   June 2014 - August 2014

Skills
Microsoft Office, Public Speaking, Spanish, Customer Service, Social Media, Teamwork, Research, Leadership, Data Entry, Microsoft Word, Event Planning

Education
Georgetown University   2011 — 2015
Bachelor’s Degree, Economics

Jake Rapaport, CFA Jake Rapaport, CFA San Francisco Bay Area Details
Jake Rapaport, CFA's UBS Wealth Management Experience May 2006 - August 2006
Job Banking Vice President at Citigroup
Industry Financial Services
Experience
Citi  January 2013 - Present
Citi  August 2010 - January 2013
Citi  August 2008 - August 2010
Morgan Stanley  May 2007 - August 2007
The World Bank  March 2006 - March 2007
UBS Wealth Management   May 2006 - August 2006

Skills
Technology, Investment Banking, Capital Markets, Equities, Valuation, Wealth Management, Finance, Financial Modeling, Fixed Income, Corporate Finance, Financial Services, Risk Management

Education
Georgetown University   2004 — 2007
Bachelor of Science in Business Administration, Finance & International Business

Andrew Kaminsky Andrew Kaminsky Greater New York City Area Details
Andrew Kaminsky's UBS Wealth Management Experience June 2013 - August 2013
Job Associate at Tishman Real Estate Services
Industry Real Estate
Experience
Tishman Real Estate Services   January 2015 - Present
University City Housing  May 2014 - December 2014
UBS Wealth Management   June 2013 - August 2013
Morgan Stanley Wealth Management  July 2012 - August 2012
Prudential Fox Roach  May 2010 - August 2010

Education
Franklin & Marshall College   2010 — 2014
Bachelor of Arts (BA), Economics

Harriton High School   2006 — 2010
High School

Franky Lee Franky Lee Toronto, Canada Area Details
Franky Lee's UBS Wealth Management Experience January 2008 - February 2011
Job Business System Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  September 2013 - Present
Bank of Montreal  October 2011 - October 2012
UBS Wealth Management   January 2008 - February 2011
UBS Investment Bank  January 2004 - December 2007
UBS Investment Bank  January 2002 - December 2003
UBS Investment Bank  March 2000 - December 2001
CITIC Ka Wah Bank   April 1997 - February 2000

Skills
PMP, Requirements Analysis, Project Implementation, Deliverables, Banking, Project Plans, Risk, Change Management, Business Analysis, Project Planning, Integration, Business Requirements, Testing, User Acceptance Testing, Change, Analysis, SWIFT, SWIFT payments, Test Planning, SharePoint, PMO, SDLC, Project Delivery, Software Project..., IT Strategy, Vendor Management, Project Portfolio..., Derivatives, Financial Risk

Education
The University of Western Ontario   1994 — 1996
Bachelor of Science, Computer Science

George Brown College   1992 — 1994
Honors Diploma in Business, Information System

Peter de Souza Peter de Souza Dallas/Fort Worth Area Details
Peter de Souza's UBS Wealth Management Experience January 2012 - December 2012
Job Database Analyst at MXM (Meredith Xcelerated Marketing)
Industry Marketing and Advertising
Experience
MXM (Meredith Xcelerated Marketing)   February 2015 - Present
MXM (Meredith Xcelerated Marketing)   July 2014 - February 2015
UBS Wealth Management   January 2012 - December 2012
Georgia Tech Student Foundation Investments Committee  December 2011 - December 2012
Georgia Tech Student Foundation Investments Committee  August 2011 - December 2011
Language and Information Technologies   June 2009 - August 2009

Skills
Java, Python, Microsoft SQL Server, R, C#, SPSS, VBA, Perl, Regular Expressions, Object Oriented Design, Tableau, GIS, Microsoft Excel, Photoshop, Data Visualization, Narrative Analysis, Presentation Design, Marketing Analytics, Business Intelligence, Equities, Finance, Bloomberg Terminal

Education
The University of Texas at Dallas   2013 — 2014
Master of Science (MS), Marketing: Advertising and Branding

Georgia Institute of Technology - Georgia Tech College of Management   2010 — 2012
Bachelor of Science (BS), Business Administration: Finance

Georgia Institute of Technology   2010 — 2012
Bachelor of Science (BS), Business Administration: Finance

University of North Texas   2008 — 2010
High School Diploma, Texas Academy of Math and Science

Addison Chen Addison Chen Greater Los Angeles Area Details
Addison Chen's UBS Wealth Management Experience August 2013 - March 2015
Job Freelance Web Developer
Industry Financial Services
Experience
General Assembly  June 2015 - September 2015
UBS Wealth Management   August 2013 - March 2015
UBS Wealth Management   January 2013 - August 2013
University of Southern California  November 2012 - May 2013

Skills
HTML5, Ruby on Rails, jQuery, JavaScript, Node.js, AngularJS, Bootstrap, MongoDB, SQL

Education
General Assembly   2015 — 2015
Web Development Immersive

University of Southern California - Marshall School of Business   2010 — 2013
Bachelor's Degree, Business Administration, Management and Operations

Charlie Hough Charlie Hough Greater New York City Area Details
Charlie Hough's UBS Wealth Management Experience January 2015 - Present
Job Risk Summer Analyst at Citi
Industry Financial Services
Experience
Citi  June 2015 - Present
UBS Wealth Management   January 2015 - Present
FCG Advisors LLC  July 2014 - August 2014
The Strand Tennis Center   May 2011 - July 2014
Tailwind Capital  June 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Research, Squash, Event Planning

Education
Georgetown University   2012 — 2016
Bachelor's Degree, Major: Economics and Classics Minor: Business Administration

The Hotchkiss School   2010 — 2012
Classics Diploma

Chris Holm Chris Holm Seattle, Washington Details
Chris Holm's UBS Wealth Management Experience September 2013 - December 2013
Job Data Specialist at Front Desk, Inc
Industry Computer Software
Experience
Front Desk, Inc  September 2015 - Present
Front Desk, Inc  July 2014 - August 2015
UBS Wealth Management   September 2013 - December 2013
U.S. House of Representatives   May 2013 - August 2013
National Federation of Federal Employees  January 2013 - May 2013

Skills
Economics, MySQL, Data Analysis, Econometrics, Economic Research, Leadership, Customer Retention

Education
George Mason University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Universidad de Chile
International Economics

Universidad de Belgrano
Spanish

Nicholas Campanile, CFP®, CRPC® Nicholas Campanile, CFP®, CRPC® Greater New York City Area Details
Nicholas Campanile, CFP®, CRPC®'s UBS Wealth Management Experience December 2010 - June 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
UBS Wealth Management   December 2010 - June 2013
UBS  June 2007 - December 2010
Navigant Consulting, Inc  May 2006 - July 2006
RBC Financial Group  May 2005 - August 2005
Deal Country Club   June 1998 - June 2004

Education
Gettysburg College   2003 — 2007
B.A, Management

Monmouth Regional

Janet Grace Beers Attard, MBA Janet Grace Beers Attard, MBA San Francisco Bay Area Details
Janet Grace Beers Attard, MBA's UBS Wealth Management Experience August 1998 - June 1999
Job Entrepreneur, Finance, Investment, Law, Author, Proprietor
Industry Investment Management
Experience
Bay Sotheby's International Realty  January 2010 - Present
Janet Grace Attard, LLC   January 1989 - Present
Interactive Brokers  June 2001 - Present
Beauregard Books   January 1972 - Present
Makiivka Estate Farm Reserve   August 2009 - Present
Roundhill Securities   June 1999 - June 2001
UBS Wealth Management   August 1998 - June 1999
Paine Webber  July 1998 - March 1999
CFS Insurance   January 1991 - January 1993
Affiliated Risk Control Coordinators   July 1989 - May 1992

Skills
Investments, Asset Allocation, Wealth Management, Residential Homes, Real Estate, Asset Managment, Investment Properties, Portfolio Management, Marketing, Negotiation, Mutual Funds, Financial Analysis, Securities, Investors, Valuation, Selling, Asset Management, Strategic Financial..., Real Estate Transactions, Insurance, Property, Risk Management, Legal Research, Leadership, Professional Malpractice, Medical Malpractice, Medical Writing, Legal Nurse Consulting, Small Business, Strategy, Investment Strategies, Finance, Analysis, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Trials, Entrepreneurship, Personal Injury, Business, Financial Structuring, Executive Management, Foreclosures, Mediation, Real Estate Financing, Funding, Commercial Real Estate, Corporate Law, Real Estate Economics, Brokerage

Education
Northwestern University School of Law   2014 — 2015
Student, American/U.S. Law/Legal Studies/Jurisprudence

Ashford University   2008 — 2010
MBA, Entrepreneurship/Entrepreneurial Studies

Georgetown University   1974 — 1978
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse

Ridgewood High School   1971 — 1974
Diploma, Architectural And Landscape Design, 12

Ho-Ho-Kus Public School, Ho-Ho-Kus, New Jersey   1961 — 1968
K - 8th grade, Dance and Theatre, Diploma

Golden Gate University, School of Law
American/U.S. Law/Legal Studies/Jurisprudence

Brittany Jack Brittany Jack Greater Boston Area Details
Brittany Jack's UBS Wealth Management Experience September 2012 - January 2013
Job
Industry Marketing and Advertising
Experience
General Assembly  April 2015 - July 2015
MIT Sloan School of Management  March 2013 - March 2015
UBS Wealth Management   September 2012 - January 2013
Sunflower Trilingual School   October 2011 - March 2012
CeCe Productions   June 2010 - August 2011
Look Good on Paper, LLC   June 2010 - 2011

Skills
Social Media, HTML, Event Planning, Microsoft Office, Microsoft Excel, SPSS, TEFL, Higher Education, Photoshop, WordPress, Email Marketing, CSS, Javscript, Research, Teaching English as a..., Facebook, OmniGraffle, Illustrator, Sketching, Wireframes, User Flows, User Experience Design, User Experience, Site Maps, Psychology, Paper Prototyping, Usability, Responsive Web Design, Rapid Prototyping, HTML5, User Requirements, User Research, Information Architecture, User-centered Design, Design Thinking, Mobile Devices, User Interface Design, Mockups, JavaScript, jQuery, Usability Testing

Education
General Assembly   2014 — 2014
User Experience Design Immersive

General Assembly   2014 — 2014
Front End Web Development

Gettysburg College   2007 — 2011
B.A., Psychology, Sociology

Danish Institute for Study Abroad (DIS)
Study Abroad

Kinnelon High School   2003 — 2007

Kevin DeRoberts Kevin DeRoberts San Francisco, California Details
Kevin DeRoberts's UBS Wealth Management Experience December 2004 - March 2005
Job Gas Trader, Electric Fuels at Pacific Gas and Electric Company
Industry Oil & Energy
Experience
Pacific Gas and Electric Company  July 2013 - Present
OpenLink Financial  April 2011 - July 2013
UBS Investment Bank  June 2007 - December 2008
UBS Investment Bank  August 2006 - June 2007
UBS Investment Bank  December 2005 - August 2006
UBS Investment Bank  March 2005 - December 2005
UBS Wealth Management   December 2004 - March 2005

Skills
Electricity Markets, Investment Banking, Business Strategy, Gas, Analysis, Capital Markets, Commodity Markets, Quantitative Finance, SQL, Energy Industry, Software Implementation, Petroleum, Strategy, Management Consulting, Business Development, Financial Markets, Economics, Project Management, Natural Gas Trading, Financial Analysis, Business Intelligence, SDLC, Power Trading, Team Leadership, Risk Management, Commodity Risk...

Education
Franklin & Marshall College   1999 — 2003
Bachelor of Arts, Business Finance/Accounting

University College Dublin   2002 — 2002
Economic, Political and Social history

Austin Day Austin Day Greater Atlanta Area Details
Austin Day's UBS Wealth Management Experience May 2010 - August 2010
Job New Ventures at Kenzie Lane Innovation
Industry Venture Capital & Private Equity
Experience
Kenzie Lane Innovation  June 2015 - Present
Experience LLC  September 2014 - June 2015
Deloitte Consulting  August 2014 - September 2014
Deloitte Consulting  August 2012 - July 2014
PwC  June 2011 - August 2011
UBS Wealth Management   May 2010 - August 2010
Vector Marketing  August 2007 - December 2007

Skills
Valuation, Due Diligence, Business Case Design, Financial Modeling, Interviewing Skills, Project Management, Corporate Finance, Financial Analysis, Management, Public Speaking

Education
Georgia Institute of Technology   2008 — 2012
Bachelor of Science, Business Administration; Finance

Wesleyan School   1997 — 2008

Sindhu slut Darisi Sindhu slut Darisi Greater New York City Area Details
Sindhu slut Darisi's UBS Wealth Management Experience June 2013 — August 2013
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2015 — Present
Darisi Seva Samstha   January 2007 — Present
J.P. Morgan   June 2014 — August 2014
UBS Wealth Management   June 2013 — August 2013
AmericaRX / MyOTCstore   June 2008 — June 2013
Thriive   December 2012 — April 2013
NYU Comprehensive Epilepsy Center  June 2009 — April 2011

Skills
Facebook, Research, Marketing, Web Design, Social Media, Public Speaking, Spanish, PowerPoint, SEM, Social Media Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Analysis, Blogging, Event Planning, Editing, Data Analysis, Publishing, Google Adwords, Financial Analysis, Customer Service, Teamwork, Leadership, Economics, Financial Modeling

Education
Georgetown University - The McDonough School of Business   2011 — 2014
Bachelor's Degree, Finance and Marketing

Herricks High School   2007 — 2011
High School

Eric DeShields Eric DeShields Naples, Florida Details
Eric DeShields's UBS Wealth Management Experience June 2014 - August 2014
Job Accounting and Administration Intern at MCLA Architectural Lighting Design
Industry
Experience
MCLA Architectural Lighting Design   August 2015 - Present
United States Department of Justice  June 2015 - August 2015
UBS Wealth Management   June 2014 - August 2014
UBS Wealth Management   January 2010 - June 2014

Skills
Website Development, Computer Hardware..., Computer Graphics, Customer Service, Microsoft Word, Android Development, Finance, Corporate Finance, Financial Accounting, Physics, Microsoft Excel, Wealth Management, Technology Management, Teamwork, Team Management, Strategic Leadership, Computer Science, Public Speaking, Social Media, Research, Marketing Strategy, Event Planning, Team Leadership, Strategic Planning

Education
Georgetown University   2014 — 2018
Finance / Accounting, Business, Sophomore

Naples High School   2010 — 2014

Kathryn Alberti Kathryn Alberti New York, New York Details
Kathryn Alberti's UBS Wealth Management Experience February 2012 - May 2012
Job Analyst at Jefferies Finance LLC
Industry Financial Services
Experience
Jefferies Finance LLC  July 2014 - Present
Cuttone & Co.   June 2013 - July 2013
Merrill Lynch  May 2012 - August 2012
UBS Wealth Management   February 2012 - May 2012

Skills
Outlook

Education
Georgetown University - The McDonough School of Business   2010 — 2014
Bachelor of Science (BS), Finance and International Business

The Taft School   2007 — 2010

Morristown Beard   2005 — 2007

Adam McBride, CFA, CAIA Adam McBride, CFA, CAIA Greater New York City Area Details
Adam McBride, CFA, CAIA's UBS Wealth Management Experience October 2004 - October 2006
Job Research Analyst at Berens Capital Management, LLC
Industry Financial Services
Experience
Berens Capital Management, LLC  April 2014 - Present
Federal Street Partner, LLC   October 2010 - April 2014
Federal Street Partner, LLC   July 2008 - October 2010
Bank of America  November 2006 - June 2008
UBS Wealth Management   October 2004 - October 2006

Skills
Fund Of Funds, Alternative Investments, Financial Analysis, Excel, Portfolio Management, Asset Management, Asset Managment, Equities, Microsoft Excel, Valuation, Private Equity, Financial Modeling, Finance, Investments, Hedge Funds, Emerging Markets

Education
Georgetown University   2000 — 2004
B.S., Finance and Management

Christy Ng Christy Ng Greater Los Angeles Area Details
Christy Ng's UBS Wealth Management Experience July 2006 - August 2007
Job Fashion creative director
Industry Apparel & Fashion
Experience
Topco Group   April 2009 - Present
UBS Wealth Management   July 2006 - August 2007

Skills
Business Development, Retail, Swimwear, Garment Manufacturing, Apparel Sourcing, Fashion Design, Logistics, Brand Development, E-commerce, Corporate Finance, Trend Analysis, Apparel, Market Research, Fashion, Merchandising, Marketing Strategy, Customer Service, Product Development, Sales

Education
Vanderbilt University   2005 — 2007
MA, Financial Economics

Fudan University   2001 — 2005
BA, International Economics

Christopher Pepe Christopher Pepe Essex Fells, New Jersey Details
Christopher Pepe's UBS Wealth Management Experience June 2012 - July 2012
Job Instructor at SoulCycle Inc.
Industry Entertainment
Experience
SoulCycle Inc.  August 2015 - Present
Law Offices of Kurosh Nasseri, PLLC (Nasseri Music Business Solutions)   January 2015 - May 2015
William Morris Endeavor  June 2014 - August 2014
Monumental Sports & Entertainment  January 2014 - May 2014
ICM Partners  May 2013 - July 2013
Jack Wills  September 2012 - May 2013
Live Nation  January 2013 - April 2013
UBS Wealth Management   June 2012 - July 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Leadership, Teamwork, Social Media, Public Speaking, English, Spanish

Education
Georgetown University   2011 — 2015
Bachelor's degree, Economics and Music

Universidad Pontificia Comillas   2013 — 2013

Amanda Barfield Boron Amanda Barfield Boron Greater Atlanta Area Details
Amanda Barfield Boron's UBS Wealth Management Experience June 2008 - August 2008
Job Senior Associate Board & CEO Services
Industry Staffing and Recruiting
Experience
Korn Ferry  April 2014 - Present
The Rainmaker Group  January 2013 - April 2014
RaceTrac Petroleum  March 2012 - August 2013
Parker Executive Search  June 2009 - January 2012
UBS Wealth Management   June 2008 - August 2008
Americans for Prosperity  June 2007 - August 2007

Skills
Applicant Tracking..., Recruiting, Talent Acquisition, College Recruiting, Onboarding, Microsoft Office, Employee Relations, Talent Management, Temporary Placement, Business Development, Leadership, Executive Search, Start-ups, Human Resources, Program Management, Interviews, Technical Recruiting, Contract Negotiation, Internet Recruiting, Strategy, Sourcing, Screening Resumes

Education
University of Georgia - Terry College of Business   2011 — 2014
MBA

Furman University
Bachelor of Arts (B.A.), Communications Stuides

Theodore Talbot Theodore Talbot Greater Boston Area Details
Theodore Talbot's UBS Wealth Management Experience June 2006 - August 2006
Job Consultant at Quintiles
Industry Biotechnology
Experience
Quintiles  September 2015 - Present
Biogen Idec  June 2014 - August 2014
Decision Resources  August 2008 - May 2013
Molecular Insight Pharmaceuticals  2007 - 2007
Jeffrey J. Kimbell and Associates   2006 - 2007
UBS Wealth Management   June 2006 - August 2006

Skills
Market Research, Business Development, Product Development, Biotechnology, Strategic Planning, Healthcare, Market Analysis, Scenario Planning, Data Analysis, Management Consulting, Leadership, Medical Devices, Management, Quantitative Analysis, Product Launch, Product Strategy, Market segmentation, SPSS, Tableau, MS Excel Pivot Tables

Education
Georgetown University - The McDonough School of Business   2013 — 2015
Master of Business Administration (MBA)

Georgetown University   2005 — 2008
Bachelor of Arts, Government

Bates College   2004 — 2005

Milton Academy   2000 — 2004
HS Diploma

Jim Hilderbrandt Jim Hilderbrandt Baltimore, Maryland Area Details
Jim Hilderbrandt's UBS Wealth Management Experience January 2013 - Present
Job Banking Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2013 - Present

Skills
Finance, Banking, Wealth Management, Private Banking, Investments, Loans, Portfolio Management, Series 7, Financial Services, Mutual Funds, Management, Securities, Business Development, Sales, Strategic Financial..., Customer Service, Fixed Income, Credit, Mortgage Lending, Series 63, Risk Management, Equities, Asset Management, Strategic Planning

Education
Georgia Southern University   1989 — 1993
Bachelor of Arts (B.A.), Spanish and Finance

Sean Grimm Sean Grimm Manhasset, New York Details
Sean Grimm's UBS Wealth Management Experience May 2015 - August 2015
Job StudentAthlete at Georgetown University The McDonough School of Business
Industry
Experience
UBS Wealth Management   May 2015 - August 2015

Skills
Social Media, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Public Speaking, Customer Service, Event Planning, Dog Walking, Research, Photoshop

Education
Georgetown University - The McDonough School of Business   2013 — 2017
Bachelor of Science (BS), Finance, General

Manhasset High School   2009 — 2013

Casey Arundel Casey Arundel Greater Atlanta Area Details
Casey Arundel's UBS Wealth Management Experience 2015 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2015 - Present
Merrill Lynch  2012 - 2015
Cardlytics, Inc.   2010 - 2012
Morgan Stanley  2004 - 2011

Education
Georgia Institute of Technology   2003 — 2007
Bachelor's Degree, Business - Finance and Marketing

Marist School
High School

Olive Haye Olive Haye New York, New York Details
Olive Haye's UBS Wealth Management Experience August 2011 - December 2011
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2014 - Present
Deutsche Bank  June 2013 - August 2013
NYSE Euronext  June 2012 - August 2012
UBS Wealth Management   August 2011 - December 2011
Chanel  June 2011 - August 2011

Skills
Bloomberg, Cognos, Bloomberg Terminal, Financial Analysis, Financial Modeling, Thompson, Market Research, Portfolio Management, Strategic Planning, Microsoft Excel, Politics, Leadership, Business Strategy

Education
Georgetown University - The McDonough School of Business   2009 — 2014
Bachelor of Science (BS), International Finance with a concentration in Government & Economics

Georgetown University
Bachelor of Science (B.Sc.), Finance, Economics, and Government

Kate Gibbons Kate Gibbons Pittsford, New York Details
Kate Gibbons's UBS Wealth Management Experience September 2002 - February 2004
Job Teacher
Industry Primary/Secondary Education
Experience
Fairport Central School District  January 2012 - June 2015
UBS Wealth Management   September 2002 - February 2004
Legg Mason  1999 - 2002
MFS Investment Management  1996 - 1998
Putnam Investments  August 1994 - September 1996

Skills
Classroom, Classroom Management, Literacy, Elementary Education, Teaching, Lesson Planning, Differentiated..., Instructional Design, Research, Instructional Technology, Program Development, Public Speaking

Education
Nazareth College   2015 — 2016
Certification, Literacy

Nazareth College of Rochester   2007 — 2012
Master of Science (MS), Education

Gettysburg College   1990 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature

Sarmad Butt Sarmad Butt Greater New York City Area Details
Sarmad Butt's UBS Wealth Management Experience September 2010 - January 2011
Job Bank Debt Accountant at Davidson Kempner
Industry Accounting
Experience
Davidson Kempner Capital Management  September 2015 - Present
EY  September 2013 - September 2015
Bethex Federal Credit Union  March 2011 - February 2013
EY  June 2012 - August 2012
UBS Wealth Management   September 2010 - January 2011

Skills
Microsoft Excel

Education
Fordham University   2008 — 2013
Bachelor of Science (B.S.), Accounting

Naa-Shorme Aidoo Naa-Shorme Aidoo Greater New York City Area Details
Naa-Shorme Aidoo's UBS Wealth Management Experience June 2013 - August 2013
Job Founding 1st Grade Teacher
Industry Education Management
Experience
Teach For America  November 2013 - Present
U.S. House of Representatives   January 2014 - May 2014
UBS Wealth Management   June 2013 - August 2013
Smarteys   January 2013 - May 2013
Teach for America  December 2011 - May 2012

Skills
Fundraising, Spanish, Research, Teaching, PowerPoint, Microsoft Word, Blogging, Social Media, Advertising, Community Outreach, Marketing, Training, Customer Service, Event Planning, Staff Development, Public Speaking, Curriculum Design, Sales, Editing, Event Management, Social Networking, Microsoft Office, Facebook, Volunteer Management

Education
Georgetown University   2010 — 2014
Bachelor of Arts, Sociology & English

Bishop Loughlin Memorial High School   2006 — 2010
Summa Cum Laude

Stellenbosch University

Stellenbosch University

Trevor Sheehy Trevor Sheehy Washington D.C. Metro Area Details
Trevor Sheehy's UBS Wealth Management Experience February 2011 - May 2011
Job Account Director with Mondo
Industry Information Technology and Services
Experience
Mondo  June 2015 - Present
Greenberg Advisors, LLC  October 2014 - May 2015
Navigant  March 2014 - October 2014
Tempus, Inc.   March 2012 - February 2014
Baker Tilly Virchow Krause, LLP  August 2011 - October 2011
UBS Wealth Management   February 2011 - May 2011

Skills
Financial Services, Banking, FX Options, Financial Analysis, Risk Management, Business Analysis, Microsoft Office, Securities, Account Management, CRM, Analysis, Microsoft Excel, Business Development, Finance, Sales, Consulting, Financial Modeling, Customer Service, Salesforce Training, GoldMine CRM, Data Analysis

Education
George Mason University   2009 — 2011
Finance, Finance, General

Sara Hufnagel Sara Hufnagel Greater New York City Area Details
Sara Hufnagel's UBS Wealth Management Experience September 2010 - May 2011
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2012 - Present
UBS Wealth Management   September 2010 - May 2011

Education
Fordham University   2008 — 2012
Bachelor of Science (BS), Accounting and Finance

Denis Chikunov Denis Chikunov New York, New York Details
Denis Chikunov's UBS Wealth Management Experience June 2008 - August 2008
Job Digital Marketing Specialist
Industry Marketing and Advertising
Experience
Safe Drive Systems   January 2015 - Present
YouBeauty.com  October 2014 - December 2014
American Medical Assistance (AMMA)   September 2013 - December 2014
Eurasian American Chamber of Commerce   April 2012 - September 2013
"Overcome the Barrier", LLC   December 2011 - December 2012
Russian-American Chamber of Commerce in the USA  January 2011 - March 2012
Russian American Chamber of Commerce in the USA  May 2010 - January 2011
Global Action On Aging  September 2009 - March 2010
EEFC - East-European Finance Corporation   August 2008 - September 2008
UBS Wealth Management   June 2008 - August 2008

Skills
Market Research, Russian, Leadership, Research, Management, International Business, Strategic Partnerships, Public Speaking, Social Networking, Business Development, English, French, Analysis, Qualitative Research, Strategy, Social Media, Social Media Marketing, B2B, Negotiation, Fundraising, International..., Teamwork, Digital Marketing, Ad Optimization

Education
University of Illinois at Urbana-Champaign   2015 — 2016
Certificate (Coursera), Digital Marketing Specialization

General Assembly   2014 — 2014
Certificate in Digital Marketing

New York University   2009 — 2010
Master's, Russian and Slavic Studies, GPA: 3.7

Trinity College-Hartford   2005 — 2009
Bachelor of Science, Applied Mathematics and Economics Double Major, GPA: 3.3

Institute of Economic and Political Studies (INSTEP) at the University of Cambridge   2008 — 2008
Economics, Economic and Political Studies

The Hun School of Princeton   2001 — 2005
High-School, GPA: 4.0

Byron Cheung Byron Cheung Washington D.C. Metro Area Details
Byron Cheung's UBS Wealth Management Experience September 2009 - May 2010
Job Summer Associate at Citi
Industry Financial Services
Experience
U.S. Department of the Treasury   February 2015 - May 2015
Citi  September 2012 - May 2014
Citi  August 2010 - August 2012
New York University  May 2010 - August 2010
UBS Wealth Management   September 2009 - May 2010
New York Blood Center  October 2005 - January 2010
New York University  February 2008 - February 2009

Skills
Data Analysis, Mandarin, Research, Strategy, Cantonese, Management, Analysis, Entrepreneurship, PowerPoint, Fluent in Cantonese, Fluent in Mandarin, Foreign Currency, Cash Management, Global Cash Management, Corporate Card, Data Modeling, Financial Modeling, Treasury Management, Technical Analysis

Education
Georgetown University
Master of Business Administration (M.B.A.)

New York University   2006 — 2010
BA, East Asian Studies

Peking University   2008 — 2008
Bachelor of Arts (BA), East Asian Studies

Stuyvesant High School   2002 — 2006
High School, Math and Science

Michael Pachella Michael Pachella Greater New York City Area Details
Michael Pachella's UBS Wealth Management Experience August 2015 - Present
Job Associate Director UBS Wealth Management Advisory Solutions
Industry Staffing and Recruiting
Experience
UBS Wealth Management   August 2015 - Present
UBS Wealth Management & Global Asset Management   April 2014 - Present
UBS Wealth Management   July 2013 - April 2014
Mission Staffing  January 2013 - July 2013
Accounting Principals  August 2012 - December 2012

Skills
Recruiting, Talent Acquisition, Customer Service, Marketing, Human Resources, Finance, Fund Accounting, Management

Education
Virginia Commonwealth University   2011 — 2012
Master's degree, Center for Sport Leadership

George Mason University   2006 — 2011
Bachelor of Science (B.S.), Management

Wallkill Valley H.S.   2002 — 2006

Alan Alegado, CFA Alan Alegado, CFA Washington D.C. Metro Area Details
Alan Alegado, CFA's UBS Wealth Management Experience September 2006 - June 2007
Job Portfolio Manager at E*TRADE Financial
Industry Capital Markets
Experience
E*TRADE Financial  January 2011 - Present
Steptoe & Johnson LLP  June 2008 - January 2011
PNC Financial Services Group  June 2007 - August 2007
UBS Wealth Management   September 2006 - June 2007

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Georgetown University - The McDonough School of Business   2004 — 2008
B.S. Business Administration, Finance, International Business

Gilman School   1991 — 2004

George Kanas, CFP®,CRPC® George Kanas, CFP®,CRPC® Greater New York City Area Details
George Kanas, CFP®,CRPC®'s UBS Wealth Management Experience February 2012 - Present
Job Senior Vice President Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   February 2012 - Present
Merrill Lynch  February 1997 - February 2012
Paine Webber  February 1989 - February 1997

Education
Franklin & Marshall College

Pierce Sullivan Pierce Sullivan Atlanta, Georgia Details
Pierce Sullivan's UBS Wealth Management Experience May 2009 - August 2009
Job Sr Business Analyst at The Home Depot
Industry Retail
Experience
The Home Depot  May 2015 - Present
The Home Depot  May 2013 - Present
Outdoor Recreation at Georgia Tech   May 2011 - May 2013
Delta Sigma Phi Fraternity  November 2011 - November 2012
EchoStar Corporation  May 2010 - August 2010
UBS Wealth Management   May 2009 - August 2009

Skills
Data Analysis, Microsoft Excel, PowerPoint, Management, Project Management, Leadership, Microsoft Word, Business Analysis, Customer Experience, Microsoft SQL Server, Data Quality, Customer Service

Education
Georgia Institute of Technology   2008 — 2013
Bachelor’s Degree, Business Administration and Management

Imran Khan, CFA Imran Khan, CFA Houston, Texas Details
Imran Khan, CFA's UBS Wealth Management Experience September 2003 - December 2003
Job Senior Analyst at Wood Mackenzie
Industry Financial Services
Experience
Wood Mackenzie  December 2013 - Present
Planned Advisors, LLC   September 2011 - September 2013
Hudson Securities  December 2007 - September 2010
Westminster Securities Corporation  March 2006 - December 2007
UBS Wealth Management   September 2003 - December 2003

Skills
Portfolio Management, Equity Valuation, Developing Client..., M&A due diligence, Business Analysis, Financial Modeling, Strategy, Due Diligence, Investment Banking, Equities, Competitive Analysis, Valuation, Risk Management, Mergers, Securities, Business Strategy, Derivatives, Mergers & Acquisitions, Finance, Investments, Private Equity, Equity Research, Trading, Corporate Finance, Business Planning, Analysis

Education
Georgia Institute of Technology   1996 — 1998
MSCE

Georgia Institute of Technology   1991 — 1996
BSCE

Raj Boopathy Raj Boopathy Washington D.C. Metro Area Details
Raj Boopathy's UBS Wealth Management Experience July 2008 - July 2010
Job Senior Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton  June 2010 - Present
UBS Wealth Management   July 2008 - July 2010
Morgan Stanley  April 2007 - June 2008
JP Morgan Chase  2004 - 2007
Nationwide Financial  1999 - 2004
Honda of America Mfg., Inc.   1998 - 1999

Skills
IT Strategy, Enterprise Architecture, Solution Architecture, Software Design, IT Portfolio Management, Cloud Computing, SOA, Mobile Strategy, Finance Market, Project Management, Process Improvement, Agile Methodologies, Strategic Planning, Management Consulting, Business Process..., IT Portfolio, Leadership, Vendor Management, Business Transformation, Program Management, Project Portfolio..., Business Process..., Software Development

Education
Franklin University   2000 — 2002
M.S, Computer Science

Craig Cornick Craig Cornick Atlanta, Georgia Details
Craig Cornick's UBS Wealth Management Experience June 2014 - August 2014
Job Student at Georgia Institute of Technology
Industry Banking
Experience
SunTrust  May 2015 - August 2015
UBS Wealth Management   June 2014 - August 2014
Captain D's  July 2011 - December 2011

Skills
Interpersonal..., Customer Service, Customer Satisfaction, Cashiering, Auto Racing, Leadership, Team Building, Following Instructions, Fitness Training, Management, Time Management, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Sales, Spanish, Microsoft Excel

Education
Georgia Institute of Technology   2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.67

Mill Creek High School   2009 — 2013

Robert J. DeLasho Robert J. DeLasho Greater New York City Area Details
Robert J. DeLasho's UBS Wealth Management Experience October 1998 - November 2003
Job experienced attorney Fordham Law Graduate
Industry Law Practice
Experience
DeLasho Law Office   2006 - Present
AmbacFinancial Services   2003 - 2006
UBS Wealth Management   October 1998 - November 2003
Bankers Trust  1989 - 1994
American Express  1980 - 1989
Westchester County, NY District Attorney's Office   1977 - 1980

Education
Fordham University School of Law

Manhattan Prep

Craig Marcello Craig Marcello Greater Atlanta Area Details
Craig Marcello's UBS Wealth Management Experience November 2003 - March 2009
Job Development Director/National Fundraising Manager
Industry Nonprofit Organization Management
Experience
Morgan Stanley Wealth Management  January 2013 - May 2015
University of Phoenix  October 2010 - July 2013
Marcello Consulting Group   September 2011 - January 2013
Capital Growth Partners of Louisiana   May 2009 - June 2012
Merrill Lynch  July 2010 - May 2011
UBS Wealth Management   November 2003 - March 2009
Smith Barney  March 1998 - November 2003
Merrill Lynch  October 1994 - March 1998

Skills
Asset Managment, Strategic Planning, Sales Management, Business Strategy, Business Planning, Strategic Financial..., Team Leadership, Investments, Account Management, Public Speaking, Finance, Financial Analysis, Risk Management, Retirement, Leadership, Underwriting, Loans, Asset Management, Small Business, Financial Planning

Education
George Mason University   1990 — 1992
M.B.A., Finance

Louisiana State University   1980 — 1989
B.A., International Trade & Finance

Jacqueline Corrado Jacqueline Corrado Greater New York City Area Details
Jacqueline Corrado's UBS Wealth Management Experience June 2013 - Present
Job Recruiting Strategy and Marketing at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2013 - Present
UBS  May 2011 - June 2013
HSBC  December 2010 - April 2011
Evivia Web Tools   July 2010 - December 2010
Georgetown University  September 2007 - May 2010
Mosaic International Institute   February 2009 - April 2009
MTV3  June 2008 - August 2008
Georgetown University  2007 - 2008
Trapeze School New York  2007 - 2008

Skills
Spanish, Portuguese, Marketing Communications, Social Networking, Internal Communications, Enterprise Social..., PowerPoint, Social Media, Management, Research, Building Relationships, Presentations, Strategy, Social Media Marketing, Marketing, Online Advertising, Market Research, Project Management, CRM, Leadership

Education
Georgetown University   2006 — 2010
B.S.

Danielle Dhillon Danielle Dhillon Washington, District Of Columbia Details
Danielle Dhillon's UBS Wealth Management Experience January 2012 - May 2012
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
Georgetown University's McDonough School of Business  October 2010 - January 2014
J.P. Morgan   June 2013 - August 2013
UBS Wealth Management   January 2012 - May 2012
U.S. Securities and Exchange Commission   June 2011 - December 2011

Education
Georgetown University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and International Business

University of Oxford
Summer Program, Comparative Strategic Management and International Finance

Holly Pecarek Holly Pecarek Greater Atlanta Area Details
Holly Pecarek's UBS Wealth Management Experience May 2005 - October 2005
Job Executive Director, Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  April 2009 - Present
Goldman Sachs  October 2005 - February 2008
UBS Wealth Management   May 2005 - October 2005
Goldman Sachs  May 2000 - March 2005
SunTrust Robinson Humphrey  1997 - 1999

Skills
Series 7, Hedge Funds, Securities, Alternative Investments, Equities, Asset Management, FINRA, Investments, Mutual Funds, Portfolio Management, Wealth Management

Education
University of Florida   1994 — 1997
BS, Nutrition

Georgia Southern University   1992 — 1994
Nutrition Sciences

Colby Pan Colby Pan Brewster, New York Details
Colby Pan's UBS Wealth Management Experience June 2013 - August 2013
Job Financial Analyst at Realterm Global
Industry Venture Capital & Private Equity
Experience
Realterm Global  August 2015 - Present
CITIC Securities  June 2014 - August 2014
Trebizond Capital Partners   January 2013 - September 2013
UBS Wealth Management   June 2013 - August 2013
Abercrombie & Fitch  September 2012 - June 2013
DoxTV   June 2012 - July 2012
Thunder Ridge Ski Area  November 2007 - March 2011

Skills
Microsoft Office, Minitab, Chinese, Bloomberg Terminal, Finance, Leadership, Blogging, Economics, Analysis, Entrepreneurship, Venture Capital, Financial Modeling, International Relations, Time Management, Valuation, Investment Banking, Social Networking, Start-ups, Microsoft Excel

Education
Georgetown University - The McDonough School of Business   2011 — 2015
Bachelor of Science (BS), International Business, Finance, Chinese (Mandarin)

London School of Economics and Political Science   2013 — 2014
BSBA, International Business, Finance, Chinese (Mandarin)

Andrew Madorsky Andrew Madorsky San Francisco Bay Area Details
Andrew Madorsky's UBS Wealth Management Experience 2008 - 2008
Job MBA Student at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Stanford Graduate School of Business  August 2014 - Present
TPG Capital  August 2012 - August 2014
Morgan Stanley  June 2010 - July 2012
Credit Suisse  June 2009 - August 2009
UBS Wealth Management   2008 - 2008

Skills
Valuation, Financial Modeling, Private Equity, LBO, Corporate Finance, Due Diligence

Education
Stanford University Graduate School of Business   2014 — 2016
Master of Business Administration (MBA)

Georgetown University - The McDonough School of Business   2006 — 2010
BsBA, Finance, Accounting, Mathematics

Maria-Fe Razetto Maria-Fe Razetto New York, New York Details
Maria-Fe Razetto's UBS Wealth Management Experience July 2007 - December 2008
Job Business Development at Freshly Inc.
Industry Food Production
Experience
Freshly Inc.  June 2015 - Present
TOMS  June 2014 - August 2014
Saga Falabella  September 2012 - May 2013
Saga Falabella  March 2011 - August 2012
Yanbal International  April 2010 - March 2011
Banco de Credito del Peru  January 2009 - November 2009
UBS Wealth Management   July 2007 - December 2008

Skills
Estrategia de..., Estrategia, Mercadotecnia, Estrategia empresarial, Business Strategy, E-commerce, Project Management, Team Management, Product Development, Sales, Marketing, Negotiation, Business Development, Business Analysis, Direct Marketing, Strategy

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA)

Georgetown University - The McDonough School of Business   2003 — 2007
BSBA, Majored in Marketing and Finance, Magna Cum Laude

Peter W. Harris Peter W. Harris New York, New York Details
Peter W. Harris's UBS Wealth Management Experience July 2007 - May 2012
Job IBM Client Executive
Industry Information Technology and Services
Experience
IBM  July 2014 - Present
Citi  June 2013 - August 2013
UBS Wealth Management   July 2007 - May 2012

Skills
Corporate Finance, Investment Banking, Capital Markets, Wealth Management, Venture Capital, Finance

Education
Georgetown University - The McDonough School of Business   2012 — 2014
Master of Business Administration (MBA)

Wesleyan University   2003 — 2007
BA, Government

Kathleen Boardman Kathleen Boardman Greater New York City Area Details
Kathleen Boardman's UBS Wealth Management Experience September 2010 - December 2010
Job Student at Franklin & Marshall College
Industry Financial Services
Experience
UBS Wealth Management   September 2010 - December 2010
US Securities and Exchange Commission  June 2010 - August 2010

Education
Franklin & Marshall College   2007 — 2011

Franklin & Marshall College   2007 — 2011

Kristian Honey Kristian Honey Greater Salt Lake City Area Details
Kristian Honey's UBS Wealth Management Experience July 2008 - May 2010
Job Vice President Change the Bank at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2015 - Present
Goldman Sachs  September 2013 - March 2015
Goldman Sachs  March 2010 - March 2012
UBS Wealth Management   July 2008 - May 2010
UBS Wealth Management   June 2005 - July 2008
JPMorgan Chase  June 2001 - June 2005

Skills
Securities, Equities, Fixed Income, Capital Markets, Business Analysis, Program Management, Business Process..., Hedge Funds, Change Management, Financial Services, Banking, SharePoint, Risk Management, Straight Through..., Leadership, Cross-functional Team..., Management, User Acceptance Testing, Financial Modeling, Investment Banking, Portfolio Management, Middle Office, Series 7, Trading Systems

Education
Georgetown University   1994 — 1998
BS, Major: Biology; Minor: Theology

Martha DiSimone Martha DiSimone Malvern, Pennsylvania Details
Martha DiSimone's UBS Wealth Management Experience June 2013 - August 2013
Job Consultant Cyber Risk Services at Deloitte
Industry Financial Services
Experience
Deloitte  July 2015 - Present
New Rules for Global Finance  June 2014 - August 2014
McDonough School of Business Technology Center (MSBTC)   June 2013 - March 2014
UBS Wealth Management   June 2013 - August 2013
Georgetown University Student Investment Fund  January 2013 - May 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Financial Accounting, Research, Photoshop, Salesforce.com, Salesforce Training

Education
Georgetown University - The McDonough School of Business   2011 — 2015
BS, International Business and Accounting

The Episcopal Academy

Jon Gottlieb Jon Gottlieb Greater New York City Area Details
Jon Gottlieb's UBS Wealth Management Experience May 2012 - August 2012
Job Center for Family Representation
Industry Law Practice
Experience
San Diego Public Defender  May 2013 - August 2013
UBS Wealth Management   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Teaching, Public Speaking, Negotiation, Spanish, Westlaw

Education
Georgetown University Law Center   2011 — 2014
Doctor of Law (J.D.)

New York University   2006 — 2010
Bachelor of Arts (B.A.), Social & Cultural Analysis

Drew Pollekoff Drew Pollekoff Washington, District Of Columbia Details
Drew Pollekoff's UBS Wealth Management Experience May 2011 - August 2011
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates   September 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   May 2014 - August 2014
DC Superior Court  June 2013 - August 2013
The Princeton Review  May 2012 - August 2012
UBS Wealth Management   May 2011 - August 2011

Education
Georgetown University Law Center   2012 — 2015
Doctor of Law (J.D.)

University of Michigan   2008 — 2012
Bachelor of Arts (B.A.)

Henrique Gregorio Henrique Gregorio Miami, Florida Details
Henrique Gregorio's UBS Wealth Management Experience 2006 - 2008
Job Economist and Consultant
Industry International Affairs
Experience
Economist and Consultant   June 2013 - Present
Espirito Santo Bank  2008 - 2013
UBS Wealth Management   2006 - 2008
SALOMON SMITH BARNEY  2001 - 2005
Merrill Lynch  1993 - 2001
Republic National Bank of N.Y. (Safra)   1989 - 1993
Chemical Bank  1987 - 1989

Skills
International Banking..., International Business, International Marketing, Private Banking, Retail Banking, Central Banks, Commodity Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Risk, Market Risk, Geopolitics, American History, European History, Latin American culture, Latin American markets, European Markets, European Affairs, Political Economy, International Political..., Crisis Management, Structural Firefighting, Spanish Translation, Portuguese, Spanish, French, Broker-Dealer, Retail Brokerage, Market Research, Investment Research, Business Strategy, Current Affairs, Foreign Currency..., Commercial Real Estate, Market Analysis, Public Speaking, European Union, European Union Politics, Asset Management

Education
Georgetown University
Bachelor's Degree, Finance

Liceu Luis de Camoes
High School

Yaroslav Bazalyuk Yaroslav Bazalyuk Greater New York City Area Details
Yaroslav Bazalyuk's UBS Wealth Management Experience June 2012 - August 2012
Job Capital Markets Analyst at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield  May 2015 - Present
Cushman & Wakefield  May 2014 - May 2015
Fordham University  August 2011 - May 2015
Cushman & Wakefield  May 2013 - May 2014
UBS Wealth Management   June 2012 - August 2012

Skills
Proficient in Russian,..., PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, SPSS, Social Media, Event Planning, Data Analysis, Statistics, Facebook, Analysis, Economics, Financial Modeling, Bloomberg, Risk Management, Finance, Financial Analysis

Education
Fordham University   2011 — 2015
BA in Mathematics & Economics

Don Bosco Preparatory High School   2007 — 2011

Laura Chalfin Laura Chalfin Greater Los Angeles Area Details
Laura Chalfin's UBS Wealth Management Experience January 2010 - September 2010
Job Senior Analyst at Kelton
Industry Research
Experience
Kelton  January 2015 - Present
Kelton  January 2014 - January 2015
Kelton  May 2013 - August 2013
South Bay Tutors   January 2012 - August 2012
lululemon athletica  October 2010 - November 2011
UBS Wealth Management   January 2010 - September 2010
Kiplinger Washington Editors  January 2009 - May 2009

Skills
Data Analysis, Regression Analysis, Statistics, SAS, Leadership, Quantitative Research, SPSS, R, Microsoft Excel, PowerPoint, Strategy, Microsoft Office, Market Research

Education
University of Southern California   2012 — 2014
Master of Science (MS), Statistics

Georgetown University   2006 — 2010
Bachelor of Arts (BA), Economics, Mathematics

University of California, Berkeley - Walter A. Haas School of Business   2008 — 2008
BASE Program: Business for the Arts, Sciences, and Engineering

Sean Howe, CFP CDFA Sean Howe, CFP CDFA Washington D.C. Metro Area Details
Sean Howe, CFP CDFA's UBS Wealth Management Experience July 2008 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   July 2008 - Present
Capital Partners for Education  January 2012 - Present
Wells Fargo  September 2004 - July 2008

Education
The Catholic University of America
Bachelors

Georgetown University

Siena College

Yolanda Finley Yolanda Finley Greater New York City Area Details
Yolanda Finley's UBS Wealth Management Experience November 2001 - February 2003
Job Senior Engagement Manager at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates  September 2007 - Present
UBS Investment Bank  February 2003 - July 2007
UBS Wealth Management   November 2001 - February 2003

Skills
Banking, Commodity, Asset Managment, Investments, Financial Analysis, Capital Markets, Portfolio Management, Financial Modeling, Data Analysis, Investment Management, Fixed Income, Financial Services, Customer Loyalty..., Performance Measurement

Education
Fordham University   1994 — 1996
Bachelor of Arts, Economics

John Riggle John Riggle Orlando, Florida Details
John Riggle's UBS Wealth Management Experience February 2007 - Present
Job Vice PresidentWealth Management at UBS Financial ServicesInc
Industry Financial Services
Experience
UBS Wealth Management   February 2007 - Present

Education
Georgia Institute of Technology   1967 — 1971
BSIM, Management Information Systems, General

Georgia Institute of Technology   1967 — 1971
Bachelor of Science, Industrial Management

Paul Brochert Paul Brochert New York, New York Details
Paul Brochert's UBS Wealth Management Experience May 2007 - September 2008
Job Manager at PwC Consulting
Industry Management Consulting
Experience
PwC Consulting  August 2012 - Present
PwC  June 2011 - August 2011
Morgan Stanley  September 2008 - May 2010
UBS Wealth Management   May 2007 - September 2008

Skills
Banking, Financial Modeling, Finance, Valuation, Financial Analysis, Market Research, Competitive Analysis, Due Diligence, Business Strategy, Strategy, Management Consulting, Corporate Finance

Education
Georgetown University - The McDonough School of Business   2010 — 2012
MBA

Michigan State University   2003 — 2007
BA, Finance

Detroit Country Day School   1999 — 2003

James Shearman James Shearman Washington, District Of Columbia Details
James Shearman's UBS Wealth Management Experience June 2015 - July 2015
Job StudentAthlete at Georgetown University
Industry
Experience
Georgetown University  May 2015 - August 2015
UBS Wealth Management   June 2015 - July 2015
Georgetown University  September 2014 - May 2015
Georgetown University  May 2014 - August 2014

Skills
Editing, Public Speaking, Research, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Leadership, Economics, Facebook

Education
Georgetown University   2013 — 2017
BSBA, Finance and Accounting

Mount Hebron High School   2009 — 2013

Laura Brayton Laura Brayton Greater New York City Area Details
Laura Brayton's UBS Wealth Management Experience June 2014 - August 2014
Job J.D. Candidate at NYU School of Law
Industry Law Practice
Experience
Kirkland & Ellis LLP  May 2015 - July 2015
UBS Wealth Management   June 2014 - August 2014
NYU School of Law  June 2014 - August 2014
Haynes and Boone, LLP  July 2014 - July 2014
National Math and Science Initiative, Inc.   May 2013 - August 2013
Georgetown University  February 2013 - May 2013
Georgetown Institute for Consumer Research   January 2013 - May 2013
Georgetown University Housing   August 2012 - May 2013
Georgetown University  January 2012 - May 2013
District of Columbia Courts  September 2012 - December 2012

Skills
Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Editing, Customer Service, Facebook, Blogging, Spanish, Statistics, Event Planning, Non-profits, Outlook, Community Outreach, Legal Research, Legal Writing, Lexis, International Relations, Nonprofits, SPSS, Data Analysis, Fundraising, Marketing, Leadership, Social Networking, Analysis

Education
New York University School of Law   2013 — 2016

Georgetown University - The McDonough School of Business   2010 — 2013
Bachelor of Science in Business Administration (BSBA), Accounting, Marketing

James Eisenstein James Eisenstein Greater Boston Area Details
James Eisenstein's UBS Wealth Management Experience May 2013 - August 2013
Job Student at Georgetown University
Industry Financial Services
Experience
FairWinds Partners LLC  January 2015 - Present
Credit Suisse  June 2015 - August 2015
Balestra Capital, Ltd.   May 2014 - June 2014
MESA Global  May 2014 - June 2014
UBS Wealth Management   May 2013 - August 2013
Bain Capital  May 2013 - August 2013
The Charles River Center (formerly Charles River Arc  June 2010 - August 2013

Education
Georgetown University   2012 — 2016
Bachelor of Arts (B.A.), Economics

Wellesley Public High School   2008 — 2012

Reid W. Swanson Reid W. Swanson Washington, District Of Columbia Details
Reid W. Swanson's UBS Wealth Management Experience June 2012 - August 2012
Job Associate Hunton & Williams LLP
Industry Legal Services
Experience
Hunton & Williams LLP  March 2014 - Present
Willkie Farr & Gallagher LLP  November 2013 - March 2014
Zucker Organization   January 2013 - May 2013
UBS Wealth Management   June 2012 - August 2012
GVA Advantis  September 2008 - May 2009
FBR Capital Markets  June 2007 - August 2008
Fannie Mae  August 2006 - June 2007

Skills
Financial Modeling, Legal Research, Due Diligence, Corporate Finance, Real Estate, Research, Microsoft Excel, PowerPoint, Valuation, Real Estate Transactions, Mergers & Acquisitions, Securities, Microsoft Office, Capital Markets, Analysis, Contract Negotiation, Portfolio Management, Financial Analysis, Finance, Corporate Law, Acquisitions, Real Estate Development

Education
New York Law School   2011 — 2013
Juris Doctorate

Georgetown University   2003 — 2006
Bachelor of Science, Accounting and Finance

Edward Dahl, CFP®, CDFA™ Edward Dahl, CFP®, CDFA™ Washington D.C. Metro Area Details
Edward Dahl, CFP®, CDFA™'s UBS Wealth Management Experience July 2008 - Present
Job Account Vice President, CFP at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   July 2008 - Present
Wells Fargo  September 2004 - July 2008

Education
Georgetown University   2011 — 2012
Certificate in Financial Planning

Siena College
Finance

The Catholic University of America
B.S.B.A., Finance

Rob Campbell Rob Campbell Greater Los Angeles Area Details
Rob Campbell's UBS Wealth Management Experience May 2005 - August 2005
Job Tax Manager at ADP
Industry Accounting
Experience
ADP  May 2014 - Present
KBKG  November 2010 - May 2014
CalTax Group   July 2010 - November 2010
Heyman & Associates, Inc   June 2009 - July 2010
Kuhler & Associates, Inc   March 2008 - April 2009
Kuhler & Associates, Inc   December 2006 - March 2008
Kuhler & Associates, Inc.   May 2006 - November 2006
The Princeton Review  December 2003 - January 2006
UBS Wealth Management   May 2005 - August 2005
First Union Home Loans   December 2003 - July 2004

Skills
JAVA, C++, VBA, Tax, Tax Preparation, Tax Credits, Tax Compliance, Tax Law, Income Tax, Corporate Tax, Enterprise Zone, R&D Credit, SQL, Work Opportunity Tax..., Leadership, Accounting, Java, Financial Reporting, Microsoft Excel, QuickBooks, Forecasting, Start-ups, Tax Returns, CPA, Financial Analysis, Financial Accounting, Financial Statements, Finance, Fixed Assets, GAAP, US GAAP, Sarbanes-Oxley Act, Accounts Receivable, General Ledger, Access, Sales Tax, Internal Controls, Small Business, Sarbanes-Oxley, Tax Research, Consolidation, Strategic Financial...

Education
University of California, Irvine   2003 — 2006
BA, Economics, Accounting, Computer Science

Tulane University   2003 — 2003
Economics, Accounting, Computer Science

Harvard University   2002 — 2002
Computer Science

Georgetown University   2001 — 2001
Law, Intelligence Operations

Villanova Prep   1999 — 2002

Alexia Marchetta Alexia Marchetta Washington D.C. Metro Area Details
Alexia Marchetta's UBS Wealth Management Experience May 2010 - July 2010
Job Analyst at KippsDeSanto & Co.
Industry Investment Banking
Experience
KippsDeSanto & Co.   July 2013 - Present
Georgetown University Alumni & Student Federal Credit Union  March 2012 - March 2013
Georgetown University Alumni & Student Federal Credit Union  January 2011 - March 2013
KippsDeSanto & Co.   June 2012 - July 2012
UBS Wealth Management   May 2010 - July 2010
Buckingham, Doolittle & Burroughs, LLP   May 2009 - May 2009

Skills
Microsoft Excel, Corporate Finance, PowerPoint, Valuation, Bloomberg, Financial Modeling, Investment Banking, Investments, Financial Analysis, Finance, Bloomberg Terminal, Due Diligence, Economics, Portfolio Management, Fixed Income, Analysis, Capital Markets

Education
Georgetown University - The McDonough School of Business   2010 — 2013
Bachelor of Science (B.S.), Finance, International Business

Universitat Pompeu Fabra   2011 — 2011

Mercyhurst University   2009 — 2010
International Business

Walsh Jesuit High School   2005 — 2009

Graham Mandl Graham Mandl Greater New York City Area Details
Graham Mandl's UBS Wealth Management Experience October 2012 - November 2013
Job Financial Advisor at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch  February 2014 - Present
UBS Wealth Management   October 2012 - November 2013
UBS Wealth Management   July 2012 - September 2012
UBS Wealth Management   June 2011 - August 2011
New York Yankees  May 2010 - July 2010
U.S. Senator Mark Warner   June 2009 - August 2009

Skills
Series 7, Series 66

Education
Franklin & Marshall College   2008 — 2012
Bachelor's degree, Political Science and Government

Nicolas Doyle Nicolas Doyle Washington D.C. Metro Area Details
Nicolas Doyle's UBS Wealth Management Experience January 2015 - Present
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2015 - Present
UBS Wealth Management   February 2014 - January 2015
LPL Financial  May 2013 - January 2014

Skills
Financial Analysis, Financial Planning, Stock Market Analysis, Stock Trading, Social Media, Customer Service, Sales, Teamwork, Management, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Event Planning, Windows, Photoshop, AutoCAD, Morningstar, Networking

Education
George Mason University   2010 — 2014
Finance

Jeremie Maitre Jeremie Maitre New York, New York Details
Jeremie Maitre's UBS Wealth Management Experience June 2010 - August 2010
Job Senior Analyst at Benenson Strategy Group
Industry Market Research
Experience
Benenson Strategy Group  March 2014 - Present
Benenson Strategy Group  October 2011 - February 2014
Georgetown University  January 2011 - May 2011
UBS Wealth Management   June 2010 - August 2010
Southeast Interactive Technology Funds   July 2009 - September 2009

Skills
Strategy, Analysis, Marketing Strategy, Marketing Research, Strategic Planning, Marketing, Research, CRM, Business Strategy, Proposal Writing, Market Research, Management, Data Analysis, International Business, Corporate Communications

Education
Georgetown University   2007 — 2011
Bachelor of Science (BS), International Business

McDonough School of Business   2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General

Gerry Reilly Gerry Reilly New York, New York Details
Gerry Reilly's UBS Wealth Management Experience 2011 - 2011
Job Equity Sales
Industry Financial Services
Experience
Sanford C. Bernstein  June 2014 - Present
Fifth Third Bank  July 2012 - June 2014
Major League Lacrosse  June 2012 - August 2013
UBS Wealth Management   2011 - 2011

Skills
Investments, Sales, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service, Microsoft Word

Education
Georgetown University   2008 — 2012
Bachelor of Arts (B.A.), Government

Brian Crnkovich Brian Crnkovich Madison, New Jersey Details
Brian Crnkovich's UBS Wealth Management Experience Graystone Consulting - AnalystMorgan Stanley Wealth ManagementJuly 2013 - Present
Job Graystone Consulting Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Graystone Consulting - AnalystMorgan Stanley Wealth ManagementJuly 2013 - Present

Education
Georgetown University - The McDonough School of Business   2009 — 2013
Bachelor of Science (B.S.), Finance

Christine Accardi Christine Accardi New York, New York Details
Christine Accardi's UBS Wealth Management Experience May 2010 - August 2010
Job Sales Service Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason  August 2014 - Present
Allianz Global Investors  April 2012 - August 2014
UBS Wealth Management   May 2010 - August 2010

Education
Gettysburg College   2007 — 2011
Bachelor of Arts, Economics

Staples High School   2003 — 2007

Manuel Perez- Alonso Manuel Perez- Alonso Greater New York City Area Details
Manuel Perez- Alonso's UBS Wealth Management Experience September 2013 - December 2014
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  April 2015 - Present
Proscenium Capital   June 2014 - Present
UBS Wealth Management   September 2013 - December 2014
American Bodyworks Fitness   August 2012 - November 2013

Skills
Sales, Fitness Training, Public Speaking, Tutoring, Teaching, Research, Higher Education, Time Management, Analytics, Social Networking, Analysis, Access, Finance, Investments, Strategy, Strategic Planning, Marketing, Management, Financial Modeling, Financial Analysis, Risk Management, Marketing Strategy

Education
Georgia State University   2010 — 2014
Bachelor's degree, Economics

Saint Pius X   2006 — 2010
High School

Andrew Toner Andrew Toner Ridgewood, New Jersey Details
Andrew Toner's UBS Wealth Management Experience June 2014 - August 2014
Job Student at Gettysburg College
Industry
Experience
UBS Wealth Management   June 2014 - August 2014

Education
Gettysburg College   2011 — 2015
Bachelor of Arts (BA), Economics

Danish Institute for Study Abroad   2013 — 2013

Ridgewood High School   2007 — 2011

Stephen O'Donohue Stephen O'Donohue Greater New York City Area Details
Stephen O'Donohue's UBS Wealth Management Experience June 2011 - August 2011
Job IP Litigation Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins  October 2015 - Present
U.S. District Court, District of New Jersey   September 2014 - August 2015
Gibson, Dunn & Crutcher LLP   November 2013 - September 2014
Gibson, Dunn & Crutcher LLP   May 2012 - August 2012
U.S. Court of Appeals   January 2012 - May 2012
UBS Wealth Management   June 2011 - August 2011
ITT Geospatial Systems  2007 - 2010
QED Technologies  2003 - 2007

Skills
Optics, Photonics, Zemax, Optical Engineering, Interferometry, Customer Service, Dependable Team Player, Teaching Adults, Communication, Code V, Sensors, Legal Writing, Imaging Science, Legal Research, Intellectual Property, Patents, Civil Litigation, Competition Law

Education
Fordham University School of Law   2010 — 2013
Doctor of Law (JD), cum laude

University of Rochester   1999 — 2004
B.S., M.S., Optics

Episcopal High School

Brandon Bane Brandon Bane Atlanta, Georgia Details
Brandon Bane's UBS Wealth Management Experience October 2013 - April 2014
Job TMT Summer Analyst at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey  June 2015 - Present
Vista Equity Partners  May 2014 - August 2014
UBS Wealth Management   October 2013 - April 2014
Aptean  May 2013 - August 2013
P2 Energy Solutions  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, Windows, Time Management

Education
Georgia Tech   2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General

Silas Holl-Epstein Silas Holl-Epstein Chicago, Illinois Details
Silas Holl-Epstein's UBS Wealth Management Experience May 2013 - August 2013
Job Analyst, Commercial Finance Group at Draper and Kramer
Industry Financial Services
Experience
Draper and Kramer  September 2014 - Present
Park Community Shelter   September 2008 - Present
UBS Wealth Management   May 2013 - August 2013
Command Transportation  June 2012 - August 2012
Suite Partners   May 2011 - August 2011
Lakeshore Athletic Club  May 2010 - August 2010

Skills
Social Media, Social Media Marketing, Marketing Communications, Social Networking, Facebook, Public Speaking, Marketing Strategy, PowerPoint, Market Research, Marketing, Microsoft Office, Microsoft Excel, Data Analysis

Education
Marquette University   2010 — 2014
Finance

Francis W. Parker School   2004 — 2010
Diploma

Paul Perillo Paul Perillo Greater New York City Area Details
Paul Perillo's UBS Wealth Management Experience February 2009 - June 2012
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   January 2015 - Present
Fifth Street Finance Corp.   July 2012 - August 2013
UBS Wealth Management   February 2009 - June 2012
Morgan Stanley  June 2002 - February 2009

Skills
Business Strategy, Strategic Partnerships, Investments, Financial Services, Portfolio Management, Relationship Management, Alternative Investments, Series 7, Hedge Funds, Series 63, Finance, Equities, Fixed Income, Capital Markets

Education
Georgetown University - The McDonough School of Business   1998 — 2002
Bachelor of Science, Finance

Ardsley High School

Tom Jarosky Tom Jarosky Greater New York City Area Details
Tom Jarosky's UBS Wealth Management Experience September 2006 - July 2010
Job Omni Inventory Planner Dresses, Suits, Career & Seasonal at Macy's
Industry Financial Services
Experience
Macy's Herald Square (New York, NY)   August 2015 - Present
Macy's Herald Square (New York, NY)   February 2015 - August 2015
Macy's  January 2014 - February 2015
Macy's  March 2012 - January 2014
Kforce Inc.  August 2010 - February 2012
UBS Wealth Management   September 2006 - July 2010

Education
Fordham University   2002 — 2006

Harrison Freund Harrison Freund Chicago, Illinois Details
Harrison Freund's UBS Wealth Management Experience June 2011 - September 2011
Job Team Lead, Morningstar Investment Services at Morningstar, Inc.
Industry Investment Management
Experience
Morningstar, Inc.   October 2014 - Present
Morningstar  August 2013 - July 2014
Morningstar  June 2012 - August 2013
UBS Wealth Management   June 2011 - September 2011
Marsh & McLennan Companies, Inc.   May 2010 - September 2010

Skills
Finance

Education
Vassar College   2008 — 2012
BS, Political Science and Government

Universidad Carlos III de Madrid   2011 — 2011
Bachelor's Degree, Language Immersion - Study Abroad

Francis W. Parker School   2004 — 2008
High School

Kevin Hubschmann Kevin Hubschmann Greater New York City Area Details
Kevin Hubschmann's UBS Wealth Management Experience June 2011 - August 2011
Job Enterprise Account Executive at SplashThat.com
Industry Consumer Electronics
Experience
SplashThat.com  July 2013 - Present
Ubicard, LLC   February 2012 - Present
UBS Wealth Management   June 2011 - August 2011
Targeted Victory  May 2010 - August 2010

Skills
Social Media, Strategic Partnerships, Social Media Marketing, Marketing Strategy, Start-ups, Fundraising, Competitive Analysis, Strategic Planning, Public Speaking, Web Analytics, Marketing, Entrepreneurship, Online Advertising, Digital Marketing, Microsoft Word, Ballroom Dance

Education
Georgetown University   2009 — 2013
Bachelor of Business Administration (BBA), Marketing

Delbarton School   2003 — 2009

Brad Zanoni Brad Zanoni New York, New York Details
Brad Zanoni's UBS Wealth Management Experience January 2011 - May 2011
Job Per Se Restaurant/TKRG
Industry Hospitality
Experience
Per Se Restaurant  September 2014 - Present
USA Hockey  September 2002 - Present
Deloitte  September 2013 - September 2014
Three Ocean Partners LLC  September 2012 - December 2012
BNP Paribas  May 2012 - August 2012
Ramirez & Co.   May 2011 - August 2011
UBS Wealth Management   January 2011 - May 2011
Premier Retail Network   January 2011 - May 2011

Skills
Portfolio Management, Investments, Corporate Finance, Microsoft Excel, Spanish, Financial Analysis, Microsoft Office, Access, PowerPoint, Microsoft Word, Microsoft Access, Outlook, HTML, CSS, Collateral Management, Food, BBQ, Cooking

Education
Fordham University, Gabelli School of Business   2010 — 2012
Bachelor of Science, Business Administration; Finance

The Pingry School   2001 — 2007

Argentine Universities Program-Butler University   2010 — 2010
Spanish

Gettysburg College   2007 — 2010
Management

Mack Bryson Mack Bryson Albany, Georgia Area Details
Mack Bryson's UBS Wealth Management Experience 2004 - 2006
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  December 2008 - Present
Strategic Planning Group, LLC   2006 - 2008
UBS Wealth Management   2004 - 2006

Skills
Wealth Management, Retirement Planning, Series 7, Business Planning, Estate Planning, Strategic Financial..., Investments, Wealth Accumulation, Wealth, Portfolio Management, Asset Management, Finance, Life Insurance

Education
Georgia Southern University - College of Business Administration   2000 — 2004
Finance, Financial Markets and Investments

Georgia Southern University

Leland Bishop Leland Bishop Washington, District Of Columbia Details
Leland Bishop's UBS Wealth Management Experience February 2012 - Present
Job Senior Wealth Strategy Associate The Capitol Group Institutional Consulting at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   February 2012 - Present

Skills
Institutional Consulting, Retirement Plan..., Non-Qualified Deferred..., ERISA 3(21), Cash Balance Plan..., Investment Advisory

Education
Georgetown University - The McDonough School of Business   2000 — 2002
MBA, Finance

Northwestern University   1992 — 1997
BSGS, Organizational Behavior

University of Vermont   1986 — 1991
Mechanical Engineering

Duxbury High School   1982 — 1986

Harry Nimoityn Harry Nimoityn Washington, District Of Columbia Details
Harry Nimoityn's UBS Wealth Management Experience April 2010 - June 2010
Job J.D. Candidate at Georgetown University Law Center
Industry Law Practice
Experience
U.S. Securities and Exchange Commission   August 2015 - Present
United States Attorney's Office  May 2015 - July 2015
United States District Court for the Eastern District of Pennsylvania  May 2013 - August 2013
United States District Court for the Eastern District of Pennsylvania  May 2011 - August 2011
UBS Wealth Management   April 2010 - June 2010

Skills
Teamwork, Social Media, Finance, Financial Analysis, Investments, Valuation, Portfolio Management, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Budget Setting, Budget Monitoring

Education
Georgetown University Law Center   2014 — 2017
Juris Doctor (J.D.)

Lehigh University   2010 — 2014
Bachelor of Science (B.S.), Finance

Shimon Lin Shimon Lin San Francisco, California Details
Shimon Lin's UBS Wealth Management Experience June 2011 - August 2011
Job International Card Business Development Analyst at Rakuten Card Co.
Industry Financial Services
Experience
Rakuten Card Co.   December 2014 - Present
Rakuten Card Co.   July 2014 - Present
Rakuten  July 2014 - December 2014
Rakuten  April 2014 - July 2014
Merrill Lynch  February 2012 - March 2012
UBS Wealth Management   June 2011 - August 2011
San Francisco Pretrial Diversion Project  September 2009 - December 2009
Summer Bridge Hong Kong   May 2007 - August 2007

Skills
Salesforce.com, Microsoft Office, Financial Analysis, Japanese, Chinese, Research, Social Media, Customer Service, Social Networking, Event Planning, Market Research

Education
慶応義塾大学 / Keio University   2012 — 2013
Japanese Language and Finance

University of California, San Diego   2008 — 2013
Bachelor of Arts (B.A.), International Studies: Economics

The University of Hong Kong   2011 — 2011
Business and Economics

Fudan University   2010 — 2011
International Studies: Economics

San Francisco University High School   2004 — 2008

Emily Murphy Emily Murphy Greater Los Angeles Area Details
Emily Murphy's UBS Wealth Management Experience May 2008 - August 2008
Job Product Developer at Trader Joe's
Industry Food & Beverages
Experience
Trader Joe's  February 2015 - Present
Trader Joe's  June 2011 - Present
Trader Joe's  July 2010 - June 2011
Trader Joe's  May 2009 - August 2009
UBS Wealth Management   May 2008 - August 2008
American World Services Corporation  January 2008 - May 2008
Bonne, Bridges, Mueller, O'Keefe, and Nichols   May 2007 - August 2007

Skills
PowerPoint, Retail, Research, Leadership, Spanish, International Relations, Microsoft Excel

Education
Georgetown University   2006 — 2010
BSFS, International Economics

Jack Browning Jack Browning Greater New York City Area Details
Jack Browning's UBS Wealth Management Experience June 2004 - December 2005
Job Fixed Income Sales at Liquidnet
Industry Financial Services
Experience
Liquidnet  December 2014 - Present
KCG BondPoint   November 2009 - December 2014
Morgan Stanley & Co.   December 2008 - November 2009
J & W Seligman & Co, Inc.   March 2008 - November 2008
J & W Seligman & Co, Inc.   December 2005 - March 2008
UBS Wealth Management   June 2004 - December 2005

Skills
Trading, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Bloomberg, Financial Modeling, Morningstar, Management, Real Estate, Derivatives, Series 7, Risk Management, Hedge Funds, Mutual Funds, Financial Markets, Investments, Investment Management

Education
Moody's Credit Training   2008 — 2008
Certificate, Bank Credit Analysis

New School University   2007 — 2008
Masters of Science, Finance

University of Vermont   1998 — 2003
BA, International Affairs

Freie Universität Berlin   2001 — 2001
Study Abroad

St. Mary's High School   1994 — 1998

Ashok Mathai Ashok Mathai Greater New York City Area Details
Ashok Mathai's UBS Wealth Management Experience August 2007 - May 2010
Job
Industry Law Practice
Experience
Jefferies  March 2015 - Present
Citigroup  May 2010 - March 2015
UBS Wealth Management   August 2007 - May 2010
UBS Wealth Management   June 2006 - August 2006
UBS Wealth Management   November 2001 - March 2005

Education
Fordham University School of Law   2004 — 2007
J.D.

University at Buffalo   1997 — 2001
B.S., Computer Science

Bronx Science

Bronx Science

Jared R. Kaplinsky Jared R. Kaplinsky Greater New York City Area Details
Jared R. Kaplinsky's UBS Wealth Management Experience May 2008 - July 2010
Job Senior Consultant at Cognizant Technology Solutions
Industry Management Consulting
Experience
Cognizant Technology Solutions  August 2014 - Present
Toys R Us  June 2013 - August 2013
Monumental Sports & Entertainment  January 2013 - May 2013
UBS Financial Services, Inc.   August 2010 - June 2012
UBS Wealth Management   May 2008 - July 2010
UBS Wealth Management   February 2007 - May 2008
K. Hovnanian Homes  May 2006 - February 2007

Skills
Leadership, Process Improvement, Project Management, Business Development, Sales, Financial Modeling, Public Speaking, Performance Management, Research, Knowledge Management, Financial Analysis, Analytics, Marketing Management, Portfolio Management, Analysis, Management, Finance, Investments, Strategy, Strategic Planning

Education
Georgetown University - The McDonough School of Business   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Penn State University   2002 — 2006
B.S, Finance

Victoria Hoffman Victoria Hoffman New York, New York Details
Victoria Hoffman's UBS Wealth Management Experience January 2006 - January 2007
Job Pricing, Analysis and Project Management
Industry Legal Services
Experience
Debevoise & Plimpton  July 2014 - Present
Allen & Overy  March 2013 - July 2014
Allen & Overy  April 2011 - March 2013
Allen & Overy  May 2009 - April 2011
Allen & Overy  September 2008 - May 2009
Shearman and Sterling  May 2007 - September 2008
Shearman & Sterling LLP  January 2007 - May 2007
UBS Wealth Management   January 2006 - January 2007
UJA-Federation of New York  May 2004 - July 2006

Skills
Marketing Communications, CRM, Business Development, Analysis, Marketing Strategy, Marketing, Social Media, Corporate Communications, Internal Communications, Event Management, Contract Negotiation, Public Relations, New Business Development, Business Strategy, Social Media Marketing, Strategic Planning

Education
Fordham University   2003 — 2007
Bachelor of Arts (B.A.), Economics

Steve Jakab Steve Jakab United States Details
Steve Jakab's UBS Wealth Management Experience September 2003 - July 2005
Job Treasurer at Agera Energy
Industry Oil & Energy
Experience
Agera Energy  January 2015 - Present
Glacial Energy  October 2009 - December 2014
Enighed Condominiums LLC - Sirenusa Residences   October 2008 - September 2009
Last Atlantis Capital Management LLC   August 2006 - September 2008
Drury Capital LLC   July 2005 - August 2006
UBS Wealth Management   September 2003 - July 2005
UBS Wealth Management   December 2001 - September 2003

Skills
Marketing Strategy, Account Management, Contract Negotiation, Treasury Management, Financial Modeling, Energy Markets, Electricity Markets, Investment Management, Revenue Cycle Management, Due Diligence, Trading Strategies, Policy & Procedure..., Debt & Equity Financing, Capital Budgeting, Regulatory Compliance, Business Relationship..., New Business Development, Real Estate Development, Sales Management, Public Relations, Investor Relations, Purchasing, Customer Service, Commodity Markets

Education
Fordham University   1997 — 2001
Bachelor of Sciences (BS), Finance and Marketing; Minor in Economics

Budapest Cornvinus University, Hungary
Development Economics and International Development

Robert Romano Robert Romano Greater New York City Area Details
Robert Romano's UBS Wealth Management Experience December 2011 - Present
Job Head of Equity Sales at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2011 - Present
Morgan Stanley Smith Barney  August 2009 - December 2011
Smith Barney  January 2002 - August 2009
Citi  January 2001 - January 2002
Citi Smith Barney  June 1999 - January 2001

Skills
Series 7, Series 63, Equities, Bloomberg, Wealth Management, Investments, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Equity Research, Securities, Financial Markets, High Net Worth..., Asset Management

Education
Rutgers, The State University of New Jersey-Newark   2001 — 2004
MBA, Finance

Franklin & Marshall College   1995 — 1999
BA, Business Administration

Peter Formidoni Peter Formidoni Greater New York City Area Details
Peter Formidoni's UBS Wealth Management Experience October 2005 - December 2007
Job National Sales Desk Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management  January 2013 - Present
UBS Global Asset Management  November 2010 - December 2012
Lazard Asset Management  November 2007 - January 2009
UBS Wealth Management   October 2005 - December 2007
UBS Wealth Management   January 2005 - October 2005
UBS Wealth Management   January 2002 - January 2005

Skills
Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Sales, Investments, Series 24, Series 66

Education
Gettysburg College

Jason Yost Jason Yost Greater Chicago Area Details
Jason Yost's UBS Wealth Management Experience 2007 - 2008
Job Deputy Comptroller, City of Chicago
Industry Government Administration
Experience
City of Chicago  July 2011 - Present
State of Ohio  2008 - 2011
UBS Wealth Management   2007 - 2008

Skills
Banking, Analysis, Leadership, Financial Analysis, Government, Policy, Strategic Planning, Public Policy, Managerial Finance, Budgets, Microsoft Excel, Policy Analysis, Process Improvement, Portfolio Management, Microsoft Office, Project Management

Education
Franklin University
MBA, Finance

Miami University
BS, Education

Charlie Wärendh Charlie Wärendh San Francisco, California Details
Charlie Wärendh's UBS Wealth Management Experience January 2006 - April 2006
Job Management Consultant & Retail Strategist
Industry Management Consulting
Experience
Blueprint Retail   August 2011 - Present
Kurt Salmon  February 2008 - August 2011
BlueLinx Corporation  May 2007 - August 2007
UBS Wealth Management   January 2006 - April 2006
Manhattan Associates  January 2005 - May 2005

Skills
Management Consulting, Business Strategy, Strategic Sourcing, Process Engineering, Product Development, Project Management, Retail, Organizational Design, Supply Chain Consulting, Inventory Management, Analytics, Change Management, Supply Chain, Strategy, Business Transformation, Marketing, Business Process, Data Visualization, Problem Solving, Business Intelligence, Business Process Mapping, User-centered Design, SaaS, Data Analysis, Implementing Processes, Supply Chain Operations, Leadership, Team Leadership, Team Building, Operational Excellence, Operations Management, Apparel, Footwear, Consulting, Consumer Products, Inventory Analysis, Data Modeling, User Experience, User Interface Design, User Acceptance Testing, User Experience Design, User Interface, Enterprise Software, PLM Tools, Product Lifecycle..., Cloud Computing, Cloud Applications, Technology, Software, Flex PLM

Education
Georgia Institute of Technology   2003 — 2007
B.S.

Philip Frezzo Philip Frezzo Greater New York City Area Details
Philip Frezzo's UBS Wealth Management Experience August 2011 - January 2014
Job Graphic Designer at Hearst Magazines
Industry Design
Experience
Hearst Magazines  2014 - Present
UBS Wealth Management   August 2011 - January 2014
UBS Wealth Management   March 2007 - January 2014
UBS Wealth Management   April 2006 - March 2007

Skills
PowerPoint, Photoshop, Graphic Design, InDesign, Investment Advisory, Web Design, Series 7, Illustrator, Portfolio Management, Auditing, Excel, Wealth Management, Operations, Operations Management, Trust Services, Billing, Managed Accounts, Separately Managed..., Financial Accounting, After Effects, HTML, CSS, Dreamweaver, Website Development, Logo Design, Branding & Identity, Printmaking

Education
Parsons School of Design
Graphic Design

Fordham University
Bachlor of Arts, Communications & Media Studies

Edward Zdanowicz Edward Zdanowicz Greater New York City Area Details
Edward Zdanowicz's UBS Wealth Management Experience January 2008 - Present
Job at UBS Wealth Management
Industry Capital Markets
Experience
UBS Wealth Management   January 2008 - Present
WaMu Capital Corporation   March 2007 - September 2007
Berkeley College  September 2005 - March 2007
Berkeley College  September 2003 - September 2005

Education
Franklin & Marshall College   1999 — 2003

Danilo B. Lacayo Danilo B. Lacayo Miami/Fort Lauderdale Area Details
Danilo B. Lacayo's UBS Wealth Management Experience May 2007 - Present
Job Senior Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2007 - Present
BankBoston International  2001 - 2007

Skills
Asset Management, Investment Banking, Fixed Income, Hedge Funds, Wealth Management..., Wealth Management, Alternative Investments, Portfolio Management, Series 7, Private Banking, Equities, Financial Markets, Investments, Asset Allocation, Securities, Mutual Funds, Banking, Capital Markets, Strategic Planning

Education
Harvard Business School   1989 — 1991
MBA, General Management

Georgetown University   1982 — 1986
BSBA, Finance and International Business with Minor in History

The McCallie School   1978 — 1982
High School

Alexander Panici Alexander Panici Greater New York City Area Details
Alexander Panici's UBS Wealth Management Experience September 2010 - December 2010
Job Trader at Tiger Management
Industry Financial Services
Experience
Tiger Management  July 2013 - Present
Royal Bank of Scotland  July 2011 - July 2013
UBS Wealth Management   September 2010 - December 2010
Markit  June 2010 - August 2010

Skills
Equity Derivatives, Options, Swaps, Volatility, Convertible Bonds, Derivatives, Financial Risk, Credit Derivatives, Interest Rate..., Bonds, Equity Trading, Hedge Funds

Education
Georgetown University   2007 — 2011
BSBA, Finance and International Business

Università Commerciale 'Luigi Bocconi'

Lee Gatterdam Lee Gatterdam Lexington, Kentucky Area Details
Lee Gatterdam's UBS Wealth Management Experience July 2005 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   July 2005 - Present
Countrywide Home Loans  July 2004 - July 2005
Fifth Third Bank  July 2002 - July 2004
Shield Environmental   June 2000 - July 2002

Education
University of Kentucky   1997 — 2000
M.S. candidiate, Geological Sciences

Furman University   1991 — 1995
B.S., Biology

Donn Dolce Donn Dolce Greater New York City Area Details
Donn Dolce's UBS Wealth Management Experience
Job Senior Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  

Education
Georgetown University - The McDonough School of Business   1964 — 1967

James Rider James Rider Washington, District Of Columbia Details
James Rider's UBS Wealth Management Experience November 2007 - January 2009
Job General Attorney at IRS Office of Chief Counsel, Passthroughs and Special Industries
Industry Law Practice
Experience
Internal Revenue Service  January 2014 - July 2014
Superior Court of the District of Columbia  October 2013 - November 2013
Morgan Stanley Wealth Management  January 2009 - August 2010
UBS Wealth Management   November 2007 - January 2009
Morgan Stanley Wealth Management  January 2007 - May 2007

Skills
Series 7, FINRA, Wealth Management, Investments, Mergers & Acquisitions, Investment Strategies, Asset Allocation, Securities, Capital Markets, Equities, Series 66, Series 31, Westlaw, Legal Writing, Legal Research, Tax Law, Courts, Corporate Tax, Partnership Taxation, Tax Accounting

Education
Georgetown University Law Center   2013 — 2015
Master of Laws (LL.M.), Taxation

University of Detroit Mercy School of Law   2010 — 2013
Juris Doctor (J.D.)

Wayne State University   2006 — 2008
Master of Business Administration (M.B.A.)

Eastern Michigan University   2004 — 2005
Bachelor of Business Administration (B.B.A.)

Bill Chvala Bill Chvala Jacksonville, Florida Area Details
Bill Chvala's UBS Wealth Management Experience February 1988 - March 1993
Job President at Capital Sources Group, Inc.
Industry Real Estate
Experience
Century World Wide   January 2010 - Present
Capital Sources Group, Inc.   January 2004 - Present
UBS Wealth Management   February 1988 - March 1993
EF Hutton  1984 - 1987

Skills
Real Estate, Investment Properties, Sellers, Investors, Real Estate Transactions, Real Estate Development, REO, Residential Homes, Short Sales, Referrals, Negotiation, Real Estate Economics, Property Management, Investments, Single Family Homes, Brokerage, Entrepreneurship, Contract Negotiation, Foreclosures, Due Diligence, Real Estate Financing, Commercial Real Estate, Selling, Sales, Disposition

Education
Georgia State University - J. Mack Robinson College of Business   1969 — 1971
MBA, Marketing

General Motors Institute   1962 — 1967
BS Mechanical Engineering, Automotive Engineering

Gary Shortridge Gary Shortridge Greater Nashville Area Details
Gary Shortridge's UBS Wealth Management Experience March 2007 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2007 - Present
Carpenter Company  1985 - 2002

Education
Georgia Institute of Technology   1975 — 1978
Bachelors, Chemical Engineering

Dan Tibbets, CAIA Dan Tibbets, CAIA Greater New York City Area Details
Dan Tibbets, CAIA's UBS Wealth Management Experience June 2005 - August 2007
Job Spring Legal Intern Fordham Law Clinic at Queens District Attorney's Office
Industry Law Practice
Experience
Queens District Attorney's Office  January 2015 - April 2015
New York City Law Department  June 2014 - August 2014
US Securities and Exchange Commission  January 2014 - April 2014
United States Attorney's Office  June 2013 - August 2013
SunGard  September 2009 - January 2011
Linedata Services  September 2007 - July 2009
UBS Wealth Management   June 2005 - August 2007
Amegy Bank  August 2003 - May 2005

Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investment Strategies, Negotiation, Options, Back Office, Fixed Income, Asset Allocation, Fund Of Funds, Equities, Investments, Private Equity, Asset Management, Managed Futures, Middle Office, Trading, Derivatives, Wealth Management, Global Macro, Structured Products, Swaps, Contract Negotiation, Trading Strategies, Stocks, Customer Relations, Due Diligence, Institutional Investors, Contract Management, Private Wealth..., Front Office, Commodities, Asset Managment, Commodity, Bonds

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

Trinity University   1998 — 2002
BA, Economics

Asim Sim Sheikh Asim Sim Sheikh Columbus, Ohio Details
Asim Sim Sheikh's UBS Wealth Management Experience April 1992 - July 2009
Job President of Sheikh Investments, Inc.
Industry Financial Services
Experience
Sheikh Investments, Inc.   July 2009 - Present
PaineWebber  April 1992 - July 2009
UBS Wealth Management   April 1992 - July 2009

Skills
Retirement Planning, Mutual Funds, 401k, IRAs, Asset Management, Strategic Financial..., Fixed Annuities, Investments, Insurance, Finance, Series 7, Securities, Wealth Management, Bonds, Investment Advisory

Education
Franklin University   1989 — 1992
Bachelor of Science (B.S.), Finance and Marketing

Diane Damskey Diane Damskey Washington D.C. Metro Area Details
Diane Damskey's UBS Wealth Management Experience May 2006 - July 2009
Job Investment Specialist JPMorgan
Industry Financial Services
Experience
JP Morgan  August 2009 - Present
UBS Wealth Management   May 2006 - July 2009
Northern Trust Global Investments  June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates   February 1997 - April 1999
First Chicago  June 1990 - January 1996
Lehman Brothers  1988 - 1990
Manufacturers Hanover Trust  May 1981 - July 1986

Skills
Portfolio Management, Investments

Education
Harvard University, John F. Kennedy School of Government   1986 — 1988
MPA, International Finance and Economics

Georgetown University   1975 — 1979
BSFS, Russian Area Studies

Southfield-Lathrup High School

Darren McSpedon Darren McSpedon Greater New York City Area Details
Darren McSpedon's UBS Wealth Management Experience January 1998 - Present
Job Executive Director and Senior Associate General Counsel at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   January 1998 - Present
UBS Wealth Management   April 2005 - January 2008
UBS PaineWebber  April 2001 - January 2005
PaineWebber  January 1998 - April 2001
Seward & Kissel LLP  September 1993 - January 1998

Skills
Financial Services, Broker-Dealer, Securities Regulation, Wealth Management, FINRA, Broker-Dealer Compliance, Equities, Restricted Stock, 10b5-1 Plans, Fixed Income, Alternative Investments, Mutual Funds, AML, Corporate Law, Broker-Dealer Operations, Global Custody, Data Retention, Precious Metals, Prime Brokerage, SEC, Securities

Education
Fordham University School of Law   1990 — 1993
J.D.

Williams College   1985 — 1989
B.A., History

Fordham Prep   1981 — 1985

Eleanor Forbes Eleanor Forbes Greater New York City Area Details
Eleanor Forbes's UBS Wealth Management Experience June 2007 - December 2008
Job AVP, Audit Supervisor at TD
Industry Financial Services
Experience
TD Bank  August 2010 - Present
UBS Wealth Management   June 2007 - December 2008
ComplianceQuest Partners LLC   November 2005 - June 2007
NASD  February 2000 - August 2005
Citicorp Investment Services  June 1998 - February 2000
Merrill Lynch  1991 - 1998

Skills
AML, FINRA, Securities, Auditing, Financial Services, Risk Management

Education
George Mason University
BA, History

Ken Townley Ken Townley United States Details
Ken Townley's UBS Wealth Management Experience 2009 - Present
Job Executive Director, Compliance at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management   2009 - Present
UBS AG, New York Branch and UBS International Inc.   2007 - 2009
UBS AG, New York Branch and UBS International Inc.   2002 - 2007
Sumitomo Bank Securities   1997 - 2002
Prudential Securities  1992 - 1997

Skills
Licensed attorney in..., Series 7, Series 63, Series 8, Series 24, Structured Products, Fixed Income, Wealth Management, Capital Markets, Securities, Financial Risk, AML, Derivatives, FINRA, Hedge Funds, Credit, Trading, Portfolio Management, Financial Regulation, Equities, Electronic Trading, Investments, Options, Asset Management, Financial Advisory, Investment Advisory

Education
Fordham University School of Law   1988 — 1992
JD

State University of New York at Albany
BA

Tracy Calder Tracy Calder New York, New York Details
Tracy Calder's UBS Wealth Management Experience 1994 - 2011
Job Chief Compliance Officer at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J. P. Morgan Securities LLC   May 2015 - Present
JPMorgan Chase  August 2013 - Present
Wells Fargo Advisors  March 2012 - July 2013
UBS Wealth Management Americas  2010 - 2011
UBS Wealth Management   1994 - 2011
UBS Wealth Management Americas  2006 - 2010
UBS Wealth Management Americas  1999 - 2007
UBS Wealth Management Americas  2002 - 2006
UBS Wealth Management Americas  1994 - 2002
Seward & Kissel LLP  1986 - 1994

Education
Fordham University
Bachelor of Arts, Political Science

University of North Carolina School of Law
JD, Law

Timothy Czyzewski Timothy Czyzewski Washington D.C. Metro Area Details
Timothy Czyzewski's UBS Wealth Management Experience February 2009 - April 2010
Job Trader at EJF Capital LLC
Industry Financial Services
Experience
EJF Capital LLC  May 2013 - Present
EJF Capital LLC  October 2010 - May 2013
EJF Capital LLC  May 2010 - October 2010
UBS Wealth Management   February 2009 - April 2010

Skills
Bloomberg, Hedge Funds, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Capital Markets, Bloomberg Terminal, Equities, Equity Research, Equity Valuation, Securities

Education
Georgetown University - The McDonough School of Business   2006 — 2010
BSBA, Finance/Accounting

Gerald Schreck Gerald Schreck Greater New York City Area Details
Gerald Schreck's UBS Wealth Management Experience 2005 - 2010
Job Executive Director, Head Advisory & Sales Competency at UBS
Industry Financial Services
Experience
UBS  September 2010 - Present
UBS Wealth Management   2005 - 2010

Skills
Change Management, Strategy, Financial Services, Program Management, Portfolio Management, Leadership Development, Team Building, Investments, Leadership, Strategic Planning, Sales Training, Training

Education
Georgia State University - J. Mack Robinson College of Business   1984 — 1986
Master of Business Administration (MBA), Finance

Georgia State University   1980 — 1982
Bachelor of Business Administration (B.B.A.), Management

Joslyn Urena Joslyn Urena Miami/Fort Lauderdale Area Details
Joslyn Urena's UBS Wealth Management Experience June 2007 - August 2007
Job Associate Banker at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   April 2013 - Present
J.P. Morgan   November 2009 - April 2013
JPMorgan Chase  December 2008 - June 2009
UBS Wealth Management   June 2007 - August 2007

Education
Georgetown University   2003 — 2007
B.Sc., International Politics, International Business Diplomacy

University of Oxford   2006 — 2006
Comparative Srategic Management, Multinational Finance and International Marketing

Brian Pryor Brian Pryor Dallas/Fort Worth Area Details
Brian Pryor's UBS Wealth Management Experience November 2006 - September 2009
Job Partner at Flying X Capital LLC
Industry Venture Capital & Private Equity
Experience
Flying X Capital LLC   2013 - Present
Flying X Electric   2013 - Present
Willowood Partners LLC   April 2012 - Present
Merrill Lynch  2009 - 2012
UBS Wealth Management   November 2006 - September 2009

Skills
Series 7, Series 66, Mutual Funds, Financial Modeling, Wealth Management, Health Insurance, Stocks, Options, Portfolio Management, Investments, Asset Allocation, Investment Management, Finance

Education
Gettysburg College   2002 — 2006
BA, Business Management, Economics, Spanish

St. Marks School of Texas   1995 — 2002

Bryce Fitzpatrick Bryce Fitzpatrick Rye, New York Details
Bryce Fitzpatrick's UBS Wealth Management Experience October 2011 - August 2012
Job Experienced Manager in Sports Industry
Industry Sports
Experience
ANC Sports  February 2013 - August 2013
ANC Sports  January 2013 - February 2013
ANC Sports  October 2012 - January 2013
ANC Sports  August 2012 - October 2012
UBS Wealth Management   October 2011 - August 2012
ANC Sports  January 2012 - May 2012
ANC Sports  July 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Social Media, Microsoft Office, Event Planning, Financial Analysis, Microsoft Excel, Public Speaking, Marketing, Microsoft Word, Research, Data Analysis, PowerPoint, Strategic Planning

Education
Georgetown University   2008 — 2012
BS, International Business & Management

Karen L. Curdie Karen L. Curdie Greater New York City Area Details
Karen L. Curdie's UBS Wealth Management Experience 2000 - 2010
Job Manager of Marketing & Communications
Industry Financial Services
Experience
Computershare  August 2010 - February 2012
UBS Wealth Management   2000 - 2010
Merrill Lynch  1997 - 2000

Skills
Project Management, Internal Communications, Management, Marketing Strategy, Marketing Communications, Vendor Management, Strategic Planning, Writing, Editing and Proofreading, Customer Service, Event Planning, Vendor Sourcing, Contract Negotiation, Process Improvement, Trend Identification, Audience Analysis, Budget Management, Outcome Measurement, Public Relations, Microsoft Office

Education
Gettysburg College
Bachelor of Arts, English

Kimberly Van Winkle Kimberly Van Winkle Concord, Massachusetts Details
Kimberly Van Winkle's UBS Wealth Management Experience February 1998 - January 2009
Job Overseeing daily operations and regulatory compliance at Twelve Points with 15+ yrs experience financial services
Industry Financial Services
Experience
Twelve Points Wealth Management   May 2014 - Present
Morgan Stanley Wealth Management  2009 - May 2014
UBS Wealth Management   February 1998 - January 2009

Skills
Financial Services, Client Services, Wealth Management..., Financial Compliance, Securities Regulation, Commodity Markets, Corporate Retirement

Education
Framingham State College   1992 — 1996
Bachelor of Arts (B.A.), Communication, General

Montville High School   1988 — 1992

Devan Grossblatt Devan Grossblatt Greater Los Angeles Area Details
Devan Grossblatt's UBS Wealth Management Experience June 2010 - August 2010
Job J.D. Candidate, Fordham University School of Law, Class of 2015
Industry Law Practice
Experience
Fordham University School of Law  July 2013 - July 2015
Leitner Center for International Law and Justice  August 2014 - December 2014
Lincoln Square Legal Services, Inc.   May 2014 - August 2014
University of Wisconsin-Madison Art History Department   January 2012 - May 2012
UBS Wealth Management   June 2010 - August 2010
The Badger Herald  January 2010 - May 2010
The Badger Herald  2009 - 2010
The Badger Herald  January 2009 - December 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop, Editing

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

University of Wisconsin-Madison   2008 — 2012
Bachelor of Arts (BA), History (honors), Art History

UCL   2010 — 2011
History

campbell hall

Bryan Edelman Bryan Edelman Greater New York City Area Details
Bryan Edelman's UBS Wealth Management Experience August 2012 - August 2013
Job Legal Intern at Permal Group
Industry Legal Services
Experience
Permal Group  June 2015 - Present
Fordham University School of Law  September 2014 - Present
Vector Media New York  March 2014 - August 2014
Edelman, Krasin & Jaye PLLC   August 2013 - March 2014
UBS Wealth Management   August 2012 - August 2013
The Cambridge Strategy  June 2011 - August 2011
Wells Fargo Advisors, LLC  2010 - 2010
Edelman, Krasin & Jaye PLLC   2007 - 2010

Skills
Financial Modeling, Analysis, Valuation, Microsoft Excel, Financial Analysis, Market Research, Securities, Research, Marketing Strategy, Investments, Legal Writing, Westlaw, Oral Arguments, Business Development, Arbitration, Public Speaking, Legal Research, PowerPoint, Corporate Finance, Microsoft Office, Social Media, Business Strategy

Education
Fordham University School of Law   2014 — 2017
Doctor of Law (J.D.)

Indiana University - Kelley School of Business   2008 — 2012
BS, Finance

Jose J. Hernandez III Jose J. Hernandez III Greater Atlanta Area Details
Jose J. Hernandez III's UBS Wealth Management Experience 2008 - 2010
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  October 2010 - Present
Merrill Lynch  October 2010 - Present
UBS Wealth Management   2008 - 2010

Skills
Series 7, Investments, Mutual Funds, Wealth Management, Asset Management, Series 63, Series 3, Series 66, series 9, series 10, Bilingual, Financial Advisory, Options, Investment Management, Wealth Management..., Retirement, Alternative Investments, 401k, General Insurance

Education
Georgia State University   2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Molly Ladd Molly Ladd New York, New York Details
Molly Ladd's UBS Wealth Management Experience April 2015 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management   April 2015 - Present
Greenberg Traurig, LLP  October 2014 - April 2015
Greenberg Traurig, LLP  January 2014 - October 2014
Emerald Point Capital, LLC   July 2013 - January 2014
Covenant House  March 2012 - July 2013
Covenant House  August 2011 - February 2012
Covenant House  October 2010 - August 2011
Avon Walk for Breast Cancer  December 2009 - May 2010

Skills
Fundraising, Non-profits, Volunteer Management, Community Outreach, Event Planning, Social Media, Research, Public Relations, Facebook, Public Speaking, Program Development, Community Development, Management, Nonprofits, Event Management

Education
Georgetown University   2006 — 2010
Bachelor of Arts, Philosophy and French

Université Marc Bloch (Strasbourg II)   2008 — 2008
Philosophy, Literature

Israel Weinstein Israel Weinstein Greater New York City Area Details
Israel Weinstein's UBS Wealth Management Experience May 2009 - August 2009
Job Fordham Law Student
Industry Law Practice
Experience
Millennium Management  April 2015 - May 2015
Hon. Martin Ritholtz, Queens County Supreme   May 2013 - August 2013
Medical Weight Loss   January 2008 - July 2012
UBS Wealth Management   May 2009 - August 2009

Skills
Stock Trading, Stock Picking, Portfolio Management, Market Research, Marketing Strategy, Marketing Management, Stock Management, Customer Relations, Customer Service, Customer Acquisition, Customer Retention, Financial Analysis, Financial Management, Money Management, Entrepreneurial Skills, Entrepreneurship, Entrepreneurial..., Public Speaking, Oral Communications, Creative Writing, Bloomberg Terminal, Westlaw, Lexis, Litigation, Legal Writing, Managerial Finance, PowerPoint, Legal Research, Microsoft Excel

Education
Fordham University School of Law   2012 — 2015
Doctor of Law (J.D.), Law

Queens College   2008 — 2011
Bachelor of Business Administration (BBA), Finance, 3.8

Brittany Hammons Brittany Hammons Fort Worth, Texas Details
Brittany Hammons's UBS Wealth Management Experience November 2008 - March 2009
Job Experienced Credit Risk Analyst
Industry Financial Services
Experience
Discover Financial Services  May 2011 - March 2014
University of Illinois at Chicago  August 2009 - May 2011
University of Illinois at Chicago  August 2009 - May 2011
Preiss & Associates, LLC   November 2010 - January 2011
UBS Wealth Management   November 2008 - March 2009
Fulbright Germany  September 2007 - June 2008
Georgetown College  September 2004 - May 2007

Skills
Economics, Mathematics, College Teaching, Statistics, SAS, Microsoft Excel, Risk Management, Credit, Teaching

Education
University of Illinois at Chicago   2009 — 2011
M.A., Economics

Georgetown College   2003 — 2007
Bachelor's Degree, Majors: Economics, German Minors: Mathematics, History

Neil Mathew Neil Mathew Greater New York City Area Details
Neil Mathew's UBS Wealth Management Experience June 2010 - August 2010
Job Insurance Analyst at Mercer
Industry Management Consulting
Experience
Mercer  March 2015 - Present
Capita's consulting business   January 2014 - January 2015
Capita's consulting business   November 2012 - January 2014
Brown Brothers Harriman  July 2011 - June 2012
UBS Wealth Management   June 2010 - August 2010
Georgetown University  August 2008 - January 2010
UBS Investment Bank  June 2009 - August 2009

Skills
Economics, Financial Analysis, Development Economics, Investments, Problem Solving, Teamwork, Macroeconomics, Quantitative Analysis, Research, Operations, Tax Reporting, Wealth Management, FX trading, Market Research, Economic Research, Innovative Thinking, Hard Worker, PowerPoint, Excel, Word, Communication Written, Insightful, Outgoing, Highly Adaptable, International Exposure, Public Speaking, German, Data Analysis, Trading, Financial Markets, Statistics, Portfolio Management, Bloomberg, Bloomberg Terminal, Corporate Finance, Microsoft Excel, Strategy, Finance, Financial Modeling, Quantitative Analytics, Management Consulting

Education
Georgetown University   2007 — 2011
BA, Economics

ACS Cobham International School   2002 — 2007
IB Diploma, International Baccalaureate

Inter-Community School Zurich   1999 — 2002

Peter Van Zandt Peter Van Zandt Greater New York City Area Details
Peter Van Zandt's UBS Wealth Management Experience January 2001 - Present
Job Wealth Management Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2001 - Present

Education
Fordham University   2000 — 2004
B.S, Business Adminstration

Fordham University   1995 — 1998
B.S, Accounting

Sarah Clark-Hamel Sarah Clark-Hamel New York, New York Details
Sarah Clark-Hamel's UBS Wealth Management Experience December 2013 - Present
Job Client Advisor Assistant at UBS Wealth Management
Industry International Trade and Development
Experience
UBS Wealth Management   December 2013 - Present
TETO - Brasil   January 2013 - March 2013
Educación Para Nuestro Futuro (Edu-Futuro)   September 2011 - September 2012
Georgetown University Dance Company   September 2008 - May 2011

Education
Georgetown University   2007 — 2011
Bachelor of Arts, Spanish, Mathematics

Fast Forward Language Institute (São Paulo, Brasil)   2012 — 2013
Portuguese Language

Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   2010 — 2010
History; Latin American Art History

St. Paul's School   2003 — 2007

School Year Abroad in Spain   2005 — 2006
Spanish History; Art History

Jeremy Schmid Jeremy Schmid Atlanta, Georgia Details
Jeremy Schmid's UBS Wealth Management Experience May 2010 - June 2011
Job Consultant at eBECS
Industry Computer Software
Experience
eBECS  June 2013 - Present
Penton  February 2013 - June 2013
Paul Hastings  August 2011 - August 2012
UBS Wealth Management   May 2010 - June 2011

Skills
Financial Analysis, Financial Modeling, Securities, Asset Management, Microsoft Excel, ERP, Microsoft Dynamics ERP

Education
Georgia Institute of Technology   2008 — 2013
Bachelor of Business Administration (BBA), Finance, General

Paul Boylan Paul Boylan Rutherford, New Jersey Details
Paul Boylan's UBS Wealth Management Experience February 2005 - Present
Job Treasury ManagerLiquidity and Funding at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2005 - Present
ABN AMRO Bank N.V.   January 2000 - December 2004
American Express  September 1993 - December 1999

Education
Fordham University   1993 — 1995
Master of Business Administration (M.B.A.), Finance

Rutgers University   1982 — 1986
Bachelor of Arts (B.A.), Economics

Chris Georgia, CFA Chris Georgia, CFA Atlanta, Georgia Details
Chris Georgia, CFA's UBS Wealth Management Experience December 1999 - November 2003
Job Managing Director, Regional Investment Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2013 - Present
U.S. Trust   January 2009 - June 2013
U.S. Trust   May 2004 - January 2009
UBS Wealth Management   December 1999 - November 2003
Bear Stearns & Co.   January 1993 - December 1999

Skills
Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Strategic Financial..., Credit, Business Strategy, Executive Management

Education
Georgia State University   1993 — 1997
Bachelor of Science (B.S.), Finance, General

Richard Brockmann Richard Brockmann Miami Beach, Florida Details
Richard Brockmann's UBS Wealth Management Experience 2007 - 2009
Job VP of Business Development / Founder at BMP
Industry Executive Office
Experience
BMP  2010 - Present
Digiplot, Inc.   2009 - 2010
UBS Wealth Management   2007 - 2009
Great American Insurance  1997 - 2004

Skills
Sales Process, Strategic Planning, Business Planning, Personal Development, Performance Management, Sales, Business Development, Start-ups, Strategy, Strategic Partnerships, CRM, Management, Business Strategy, Analysis, Entrepreneurship, Coaching

Education
Georgia College and State University   1989 — 1991
Business Administration and Management, General

Mercer University   1986 — 1988

William Reimer William Reimer Carmel, New York Details
William Reimer's UBS Wealth Management Experience January 2012 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fulcrum Securities, LLC  August 2013 - December 2013
Capital Markets Advisors, LLC  September 2012 - December 2012
AFS, LLC  May 2012 - August 2012
UBS Wealth Management   January 2012 - May 2012
New York Yacht Club  January 2012 - May 2012

Education
Fordham University
Bachelor of Science, Finance; Alternative Investments

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