UBS Wealth Management

UBS Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

UBS Wealth Management Salaries. You can even request information on how much does UBS Wealth Management pay if you want to. Learn about salaries, pros and cons of working for UBS Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

5,822 UBS Wealth Management employees in database. Find out everything there's to know about UBS Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

UBS Wealth Management Employees

Employee
Years
Job
Industry
Keslie Gonzales Keslie Gonzales Houston, Texas Area Details
Keslie Gonzales's UBS Wealth Management Experience January 2012 - February 2012
Job Human Resources Administrator at CHI St. Luke's Health
Industry Human Resources
Experience
AffordableTours.com  October 2013 - March 2014
Hollins University External Relations   April 2013 - June 2013
Hollins University  August 2012 - May 2013
Wingo, Inc.   January 2013 - February 2013
Macy's  June 2012 - August 2012
Hollins University  August 2010 - May 2012
UBS Wealth Management   January 2012 - February 2012

Skills
Social Media, Fundraising, Event Planning, Event Management, Community Outreach, Public Speaking, Marketing, Team Leadership, Spanish, Training, Volunteer Management, Editing, Administrative..., Leadership Development, Nonprofits, Research, Higher Education, Project Planning, Project Management, Customer Service, Social Networking, Prospect Research, Sales, Notary Public

Education
Hollins University   2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, Spanish

The Center for Cross-Cultural Study   2012 — 2012
Spanish Language and Literature, International Business

Mark Ibrahim Mark Ibrahim New York, New York Details
Mark Ibrahim's UBS Wealth Management Experience August 2012 - January 2013
Job
Industry Financial Services
Experience
UBS Investment Bank  February 2013 - Present
UBS Wealth Management   August 2012 - January 2013
UBS  October 2012 - October 2012
ING Investment Management  June 2010 - August 2010
Volunteer Income Tax Assistance  January 2009 - May 2009

Skills
Bloomberg Terminal, C++ Language, Mathematical Statistics, PASW, R, iThink, Python, Visual Basic, Maple, Persuasive Writing, Tax Preparation, Linear Algebra, Excel models, Credit Derivatives, Correlation Trading, Fixed Income Analysis, Market Risk, Logistic Regression, Chi-square, French to English, Statistical Data..., Modern Portfolio Theory, Matplotlib, NumPy, Probability Theory

Education
Hamilton College
Bachelor's degree magna cum laude, Mathematics with Honors

New York University
Summer Program

Sciences Po
Political Science and Government

Wallace Kyle Wallace Kyle Princeton Junction, New Jersey Details
Wallace Kyle's UBS Wealth Management Experience April 2012 - Present
Job Vice PresidentInvestments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management   April 2012 - Present
Morgan Stanley  September 1999 - April 2012

Education
Hartwick College   1973 — 1977

Alex Eide Alex Eide Minneapolis, Minnesota Details
Alex Eide's UBS Wealth Management Experience May 2012 - September 2013
Job Account Manager / Small Commercial Marketer at AhmannMartin (Ahmann Martin)
Industry Financial Services
Experience
Ahmann-Martin (Ahmann Martin)   June 2014 - Present
ISG  January 2014 - January 2014
UBS Wealth Management   May 2012 - September 2013
Rocky Mountain Flower   July 2009 - August 2009
thecumbre.com   August 2008 - July 2009
Red Lodge Montana Golf Club   June 2007 - August 2008
Christ Presbyterian Church  2004 - 2008

Skills
Leadership, Sales, Teamwork, Editing, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Event Planning, Social Media, Team Building, Research

Education
Gustavus Adolphus College   2010 — 2014
Bachelor of Arts (B.A.), Financial Economics

Minnehaha Academy High School   2009 — 2010

New Summit Academy   2008 — 2009

Edina High School   2006 — 2008

Alan Gibbs Alan Gibbs San Francisco Bay Area Details
Alan Gibbs's UBS Wealth Management Experience October 1996 - March 2008
Job Senior Director Investments
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   March 2008 - Present
UBS Wealth Management   October 1996 - March 2008

Education
Golden Gate University   1999 — 2000
MBA

Marist College   1983 — 1987
B.A., Communication Arts

Elsa Sze Elsa Sze Greater Boston Area Details
Elsa Sze's UBS Wealth Management Experience 2005 - 2005
Job Founder & CEO at Agora
Industry Civic & Social Organization
Experience
Agora  June 2014 - Present
Harvard University  August 2011 - May 2014
McKinsey & Company  October 2009 - July 2011
International Monetary Fund  September 2008 - September 2009
Goldman Sachs  June 2007 - August 2007
JPMorgan  June 2006 - August 2006
UBS Wealth Management   2005 - 2005

Skills
Politics, Economics, Public Policy, Policy Analysis, International..., International Relations, Research, Management Consulting, Fundraising, Strategy, Government, Leadership, Qualitative Research, Policy, Economic Development, Team Building, Public Speaking, Entrepreneurship, Financial Modeling

Education
Harvard Business School   2012 — 2014
MBA (2014)

Harvard Kennedy School of Government   2011 — 2014
MPP (2014)

The University of Chicago   2004 — 2008
BA, Economics, Political Science

Antoine Carriere Antoine Carriere San Francisco Bay Area Details
Antoine Carriere's UBS Wealth Management Experience October 2001 - October 2003
Job Strategy & Operations executive currently leading business operations for Chromecast / Google Cast / Android TV
Industry Internet
Experience
Google  June 2010 - Present
The Boston Consulting Group (BCG)   October 2003 - June 2010
UBS Wealth Management   October 2001 - October 2003
Selfemployed  May 2001 - September 2001
WebXtract   December 1999 - September 2001
Thales Corporate Ventures   1999 - 1999
Rothschild  1998 - 1998

Skills
Strategy, Product Management, Entrepreneurship, Cross-functional Team..., Competitive Analysis, Acquisition Integration, Management, Corporate Development, Strategic Partnerships, Business Planning, Strategic Planning, Leadership, Telecommunications, Coaching, E-commerce, Business Development, Product Marketing, Marketing Strategy, SaaS, New Business Development, Business Strategy, Direct Sales, Strategic Consulting, Management Consulting, Business Operations..., Consultative Selling, Sales Operations, Asset Management, Retail Banking, Luxury Goods, Strategy Development, Strategic Analysis, Program Management, Mobile, Team Management, Change Management, Segmentation, Analytics, Mobile Devices, Sales, Start-ups, CRM, Go-to-market Strategy, Market Analysis, Mergers & Acquisitions, International Business, Online Advertising, Digital Marketing, Market Research, Online Marketing

Education
HEC   1996 — 2000
Masters, Management

UCLA Anderson School of Management   1999 — 1999
Ms, Business

College/Lycee Jean-Baptiste Say   1988 — 1995
Baccalaureat, S - Math

Ankur Thapa Ankur Thapa Orlando, Florida Area Details
Ankur Thapa's UBS Wealth Management Experience January 2012 - January 2012
Job Research Assistant for South Asia Alliance for Poverty Eradication at Rural Reconstruction Nepal
Industry Financial Services
Experience
Rural Reconstruction Nepal   October 2014 - August 2015
BRAC  June 2014 - September 2014
Digital Risk  September 2013 - June 2014
UBS Wealth Management   January 2012 - January 2012
Entrepreneurs du Monde   September 2011 - December 2011
HELVETAS Swiss Intercooperation   June 2010 - July 2010

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Public Speaking, Mortgage Lending, Loans, Credit, Financial Analysis, Valuation

Education
Hollins University   2009 — 2013
Bachelor of Arts (B.A.), Economics

University of London   2011 — 2011

Joseph Alexander Man Joseph Alexander Man Greater New York City Area Details
Joseph Alexander Man's UBS Wealth Management Experience January 2012 - December 2012
Job ALM Development & Administration at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard  September 2014 - Present
CR Bard  May 2014 - September 2014
Warner Chilcott  June 2013 - March 2014
Comcast Cable  2013 - 2013
UBS Wealth Management   January 2012 - December 2012
Dow Jones Indexes  January 2010 - April 2012
Morgan Stanley  April 2010 - January 2011
Screenvision  August 2009 - November 2010
Brown Brothers Harriman  June 2008 - April 2009
PSY Services LLC   January 2002 - November 2008

Skills
Quality Assurance, Test Cases, Test Automation, SDLC, Manual Testing, Test Scripts, Quality Center, QTP, Test Planning, Software Quality..., LoadRunner, Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, Defect Tracking, Test Strategy, System Testing, WinRunner, Test Management, Software Documentation, HP QTP, HP Quality Center

Education
SAI   1993 — 1995
Diploma in Computer Science and Programming Languages, Diploma in Computer Science and Programming Languages

Hofstra University

Priscilla(Lihui) Wang,MBA Priscilla(Lihui) Wang,MBA Greater Denver Area Details
Priscilla(Lihui) Wang,MBA's UBS Wealth Management Experience April 2012 - October 2012
Job Analyst, AML Compliance FIU at Western Union
Industry Management Consulting
Experience
Western Union  February 2015 - Present
BMGI  April 2013 - November 2014
BMGI  November 2012 - March 2013
UBS Wealth Management   April 2012 - October 2012
Colorado Chinese Chamber of Commerce   September 2011 - September 2012
Penrose library  March 2011 - July 2011

Skills
Marketing, Research, Strategy, Microsoft Excel, Market Research, Data Analysis, Business Planning, Leadership, Project Planning, Business Strategy, Financial Analysis, PowerPoint, Strategic Planning, Access, Social Media, Innovation, Bilingual (Mandarin and..., Anti Money Laundering, Analysis, Management

Education
University of Denver   2010 — 2012
M.B.A, Finance, General

Hefei University of Technology   2006 — 2010
B.S, Bioengineering Technology

Brian Cesarotti Brian Cesarotti Bloomington, Indiana Area Details
Brian Cesarotti's UBS Wealth Management Experience December 2008 - April 2010
Job Workflow Analyst at Red Vision Systems
Industry Real Estate
Experience
Red Vision Systems, Inc.   November 2010 - Present
Center for Economic Progress  January 2013 - April 2014
U.S. Census Bureau -- Census Coverage Management   April 2010 - June 2010
GVSU Campus Dining  September 2009 - April 2010
UBS Wealth Management   December 2008 - April 2010
United Students for Fair Trade  September 2008 - April 2009

Education
Grand Valley State University   2006 — 2010
Bachelor, Business Administration; International Business and Finance

University of Deusto   2008 — 2008
International Business Program

James-Brandon S. Christopher James-Brandon S. Christopher San Diego, California Details
James-Brandon S. Christopher's UBS Wealth Management Experience September 2012 - January 2013
Job CX Director at Boomr
Industry Management Consulting
Experience
Boomr   June 2015 - Present
Booz Allen Hamilton  October 2014 - June 2015
USDtv  May 2011 - May 2014
UBS Wealth Management   September 2012 - January 2013
University of San Diego RHA   September 2011 - May 2012
University of San Diego  January 2011 - January 2012
Invisible Children at Fallbrook HS   August 2007 - May 2009

Skills
Microsoft Excel, Microsoft Office, Facebook, Social Media, Customer Service, Marketing, Marketing Communications, Management, Event Management, Advertising, Leadership, Budgets, Time Management, PowerPoint, Research, Recruiting, Public Speaking

Education
University of San Diego   2010 — 2014
B.B.A in Finance,Marketing, B.A in Communication Studies

Queen Mary, U. of London   2013 — 2013
British Cultural Communication course

University of San Diego, Paris   2013 — 2013
Coursework in Islamic Faith

Harvard University

Phuong Vuong Phuong Vuong New York, New York Details
Phuong Vuong's UBS Wealth Management Experience September 2008 - December 2008
Job MBA Candidate at Harvard Business School | Strategy & Business Development
Industry Information Technology and Services
Experience
VietAbroader Organization  May 2005 - Present
Bloomberg LP  July 2014 - June 2015
Bloomberg, L.P   March 2012 - June 2014
Bloomberg  October 2010 - January 2012
Permal Asset Management, Inc   June 2010 - August 2010
UBS Wealth Management   September 2008 - December 2008
Saigon Asset Management Corporation   June 2008 - August 2008

Skills
Fixed Income, Bloomberg, Economics, Customer Service, Structured Products, Microsoft Excel, Portfolio Management, Bloomberg Terminal

Education
Harvard Business School   2015 — 2017
Master of Business Administration (M.B.A.)

Saint Lawrence University   2006 — 2010
B.A., Economics

The University of Hong Kong   2007 — 2007
Asia Institute for Political Economy

Yale University

Allison Roye Allison Roye Huntington, New York Details
Allison Roye's UBS Wealth Management Experience May 2013 - November 2013
Job Commercial Banking Client Service Professional in Real Estate at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
High Towers Advisory   November 2013 - December 2014
JPMorgan Chase  May 2014 - August 2014
White House Black Market  June 2013 - March 2014
Risk Management Association  October 2013 - December 2013
UBS Wealth Management   May 2013 - November 2013
eGifter   June 2012 - August 2012

Skills
Time Management, Marketing, Social Media Marketing, Microsoft Excel, Social Media, PowerPoint, Facebook, Leadership, Finance, Communication Skills, Research, Microsoft Word, Project Management, Financial Analysis, Sales, Customer Service, Microsoft Office, Social Networking, Account Management, Data Analysis, Management, Social Skills, Investments, Commercial Banking

Education
Hofstra University   2011 — 2015
Bachelor of Science (B.S.), Finance, General

John H. Glenn High School   2007 — 2011

Vani Nambudiri Vani Nambudiri San Francisco Bay Area Details
Vani Nambudiri's UBS Wealth Management Experience June 2008 - August 2008
Job Management Associate, Rotational Leadership Program at Box
Industry Internet
Experience
Box  August 2014 - Present
Harvard Business School  August 2012 - June 2014
Catamaran Ventures   June 2013 - August 2013
The Boston Consulting Group  October 2010 - 2012
Fulbright Commission  January 2010 - September 2010
UBS Wealth Management   June 2008 - August 2008

Education
Harvard Business School   2012 — 2014
Master of Business Administration (M.B.A.)

Harvard University
Economics, South Asian Studies

Michelle Roach, PHR Michelle Roach, PHR Greater Boston Area Details
Michelle Roach, PHR's UBS Wealth Management Experience January 2007 - May 2007
Job Human Resources Consultant at Harvard University
Industry Human Resources
Experience
Harvard University  August 2015 - Present
Harvard University  November 2011 - August 2015
Harvard University  January 2010 - November 2011
Harvard Kennedy School of Government  April 2008 - January 2010
Bear Stearns  May 2007 - April 2008
UBS Wealth Management   January 2007 - May 2007
Bear Stearns  May 2006 - August 2006

Skills
Recruiting, PeopleSoft, Onboarding, Human Resources, Career Development, Employee Benefits, Employee Relations, HRIS, New Hire Orientations, Organizational..., Talent Acquisition, Talent Management, Time Management

Education
Harvard University   2008 — 2011
Master's, Managment

Saint Michael's College   2003 — 2007
B.A., Political Science

Ryan T. Shepherd, CFP® Ryan T. Shepherd, CFP® Cincinnati Area Details
Ryan T. Shepherd, CFP®'s UBS Wealth Management Experience May 2005 - April 2007
Job Senior Investment Strategist at Wealthquest Corporation
Industry Investment Management
Experience
Wealthquest   June 2008 - Present
Edward Jones  August 2007 - May 2008
Asian Development Bank  March 2007 - August 2007
UBS Wealth Management   May 2005 - April 2007
Greenwalt Sponsel & Co., Inc.   May 2004 - April 2005
Vector Marketing  May 2002 - May 2004

Skills
Investments, Wealth Management, Finance, Portfolio Management, Asset Management, Private Equity, Valuation, Strategic Financial..., Equities, Certified Financial..., Alternative Investments, Strategic Consulting, Asset Allocation

Education
Hanover College
BA, Finance and Economics, 3.93

Alex Littleton Alex Littleton Greater Philadelphia Area Details
Alex Littleton's UBS Wealth Management Experience June 2014 - August 2014
Job Intern at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   June 2014 - August 2014
NJ Turnpike Authority  July 2013 - August 2013
NJ Turnpike Authority  June 2013 - July 2013
Laurel Creek Country Club  June 2009 - August 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Social Networking, Microsoft Office, Social Media, Leadership, Research, Teamwork, Public Relations, Finance, Accounting

Education
High Point University   2011 — 2015
Bachelor of Science (BS), Accounting

Saint Joseph's Preparatory School   2008 — 2011

Kimberly Oliver Kimberly Oliver Melville, New York Details
Kimberly Oliver's UBS Wealth Management Experience December 2014 - Present
Job Associate Director, Senior Registered Client Service Associate
Industry Financial Services
Experience
UBS Wealth Management   December 2014 - Present
UBS Wealth Management   December 2012 - December 2014
Morgan Stanley Wealth Management  September 2007 - December 2012
Smith Barney  June 2006 - September 2007
AllianceBernstein  January 1997 - August 2003

Education
New York University   2000 — 2003
Master's Degree

State University of New York College at Brockport   1994 — 1996

Hofstra University   1992 — 1993

ERIC PELUSO ERIC PELUSO Greater New York City Area Details
ERIC PELUSO's UBS Wealth Management Experience December 2014 - Present
Job MBA Paralegal Author
Industry Investment Banking
Experience
UBS Investment Bank  March 2007 - Present
UBS Wealth Management   December 2014 - Present
UBS Investment Bank  May 2014 - December 2014
UBS Investment Bank  March 2012 - November 2013
UBS Investment Bank  March 2010 - March 2012
UBS Investment Bank  March 2007 - March 2010
UBS Investment Bank  March 2006 - March 2007
Mainly Marketing Enterprises Inc.   September 2004 - March 2007

Skills
PowerPoint, Managerial Skills, Marketing Strategy, Corporate Finance, Employee Training, Scanners, Creative Writer, Fiction Writing, Report Writing, Management Consulting, Creative Problem Solving, Process Improvement, Close Attention to..., Records Management, Handle Confidential..., Mainframe Testing, Archives, Verification, Business Intelligence, Emotional Intelligence, Power Point..., •Understanding of..., •Adhere to ethical..., •Skilled in Windows..., •Experienced listener..., Management, Quality Management, Operations Management, Creative Writing, Highly detail oriented, Eye for Details, Highly Observant, Quick Witted, Adept problem-solver, Text Editing, Program Management, Leadership, Training, Banking, Client Services

Education
LIU Post   2015 — 2015
ABA Approved Paralegal Certification Program

LIU Post   2012 — 2013
Master of Business Administration (MBA)

Hofstra University   2000 — 2004
Bachelor of Science (B.S.), Concentration in Design - Typography

JT Hamm JT Hamm Indianapolis, Indiana Area Details
JT Hamm's UBS Wealth Management Experience June 2011 - September 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  June 2013 - Present
Bankers Life and Casualty  June 2012 - May 2013
Hanover College  August 2008 - May 2012
UBS Wealth Management   June 2011 - September 2011
Sellersburg Nolan Fieldhouse   May 2009 - September 2011

Education
Hanover College   2008 — 2012
Bachelor's degree, Economics

Silver Creek High School   2004 — 2008
Academic Honors Diploma, Economics

Dennis Dickstein Dennis Dickstein Greater New York City Area Details
Dennis Dickstein's UBS Wealth Management Experience January 2007 - Present
Job Risk Management, Information Security, Business Process and Operations Transformation and Efficiency
Industry Financial Services
Experience
Care for the Homeless  September 2014 - Present
Book on operational risk management   January 2009 - Present
UBS Wealth Management   January 2007 - Present
UBS Wealth Management   October 2012 - Present
UBS Wealth Management   September 2003 - January 2007
PaineWebber  September 1993 - August 2003
Paine Webber  September 1988 - August 1993
Salomon Brothers  September 1987 - August 1988
Morgan Stanley  July 1985 - August 1987

Skills
Operational Risk..., Information Security, Strategic Planning, Risk Management, Enterprise Risk..., Business Continuity, Governance, Business Process, Risk Analysis, Program Management, Data Privacy, Risk Assessment, Financial Risk, Operational Risk, Management, Finance, CISSP, Strategy, Sarbanes-Oxley Act, Business Transformation, Information Security..., ISO 27001, IT Strategy

Education
Harvard University Graduate School of Design
Masters, City Planning

Massachusetts Institute of Technology
Bachelor of Science

Becky Vogel Becky Vogel Greater St. Louis Area Details
Becky Vogel's UBS Wealth Management Experience July 2012 - June 2014
Job Surveillance Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  June 2014 - Present
UBS Wealth Management   July 2012 - June 2014
Morgan Stanley  October 2011 - July 2012
Wells Fargo Advisors  August 2011 - December 2011
Stifel Nicolaus  November 1997 - August 2011

Skills
Series 7, Securities, Investments, Risk Management, Financial Risk, Series 9/10, Wealth Management, FINRA

Education
Greenville College   2008 — 2010
Bachelor of Science (B.S.), Organizational Leadership

Hannah Kiefer Hannah Kiefer Charlotte, North Carolina Details
Hannah Kiefer's UBS Wealth Management Experience 2010 - 2012
Job Executive Assistant to the President at Sealed Air Diversey Care
Industry Executive Office
Experience
Sealed Air Diversey Care  July 2015 - Present
Apollo Global Management LLC  2012 - January 2015
UBS Wealth Management   2010 - 2012

Skills
Nonprofits, Event Planning, Event Management, Press Releases, Strategic Communications, Outlook, Marketing, Strategic Planning, Microsoft Office, Research, Recruiting, Social Media, Customer Service, Onboarding, Public Relations, Fundraising, Project Management, Financial Analysis, Sales, Account Management, Microsoft Excel, Administrative..., Internal Communications, Financial Services, Marketing Communications, Public Speaking, Time Management, Social Networking, PowerPoint, Human Resources, Budgets, Microsoft Word, Management, Facebook, Social Media Marketing, Bloomberg, Editing, Community Outreach, Volunteer Management, Employee Relations, Leadership, Teamwork, Newsletters, Data Analysis

Education
Hollins University   2005 — 2010
Bachelor of Arts (B.A.), Communication, General

Hollins University   2005 — 2010
Bachelor of Arts (B.A.), Communication, General

Vincent Ciancarelli Vincent Ciancarelli Greater New York City Area Details
Vincent Ciancarelli's UBS Wealth Management Experience March 2005 - September 2007
Job Director Head of Advisory Solutions Technology TIAACREF
Industry Information Services
Experience
TIAA-CREF  March 2012 - Present
Bank of America Merrill Lynch  May 2010 - March 2012
Citi  September 2007 - July 2009
UBS Wealth Management   March 2005 - September 2007
UBS Wealth Management   December 2002 - March 2005
PaineWebber  June 1999 - December 2002
PaineWebber  October 1997 - May 1999
Citibank  September 1992 - October 1997
The Chase Manhattan Bank  September 1991 - September 1992
Reuters  June 1987 - September 1991

Education
Hofstra University   1983 — 1987

Cathy Sun Cathy Sun New York, New York Details
Cathy Sun's UBS Wealth Management Experience June 2010 - August 2010
Job Private Equity Associate at TPG Capital
Industry Financial Services
Experience
TPG Capital  August 2014 - Present
Foros Group   July 2011 - July 2014
UBS Wealth Management   June 2010 - August 2010
Harvard Student Agencies, Inc.   May 2009 - June 2010
MCS Global Strategies   June 2008 - September 2008

Education
Harvard University   2007 — 2011
BA, Economics

Bradley Berger Bradley Berger Greater Grand Rapids, Michigan Area Details
Bradley Berger's UBS Wealth Management Experience September 2010 - February 2011
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2013 - Present
NYLIFE Securities LLC  March 2011 - April 2013
UBS Wealth Management   September 2010 - February 2011
Baseline Tennis  June 2004 - August 2008

Skills
Long Term Care, Mutual Funds, Annuities, Retirement Planning, Insurance, Financial Planning, Investments, Disability Insurance, 401k, 529 Plans, Retirement, Wealth Management, Financial Analysis, Strategic Financial..., Fixed Annuities, Long-term Care

Education
Grand Valley State University   2007 — 2011
BA, Finance

Birmingham, Seaholm High School   2003 — 2007

Christopher Lloyd Christopher Lloyd Greater New York City Area Details
Christopher Lloyd's UBS Wealth Management Experience May 2005 - June 2005
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  August 2015 - Present
Hedge Fund  December 2014 - February 2015
BNP Paribas  February 2014 - December 2014
Lazard  February 2012 - January 2014
Keefe, Bruyette & Woods   August 2009 - December 2010
Fox-Pitt, Kelton  June 2009 - July 2009
Keefe, Bruyette & Woods   May 2008 - August 2008
UBS Wealth Management   May 2005 - June 2005

Skills
Research, Excel, Bloomberg, PowerPoint, Equities, Financial Modeling, Equity Research, Series 7, Economics, Financial Analysis, Factset, SPSS, Banking, Equity Valuation, Bloomberg Terminal, Quantitative Analysis, Series 63, FIG, Structured Products, ETFs, Microsoft Excel, Financial Services, Asset Allocation, FINRA, Alternative Investments, Securities, Investment Strategies, Options, Asset Management, Capital Markets, Financial Institutions, Valuation, Corporate Finance

Education
Hamilton College   2005 — 2009
Economics

Moorestown Friends School   1992 — 2005
HS Diploma

Itamar Perlov Itamar Perlov New York, New York Details
Itamar Perlov's UBS Wealth Management Experience February 2012 - July 2013
Job Management Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2015 - Present
JPMorgan Chase & Co.   June 2014 - August 2014
UBS Wealth Management   February 2012 - July 2013
UBS Wealth Management   November 2011 - July 2013
UBS Wealth Management   October 2010 - February 2012
Bank of Israel  August 2008 - October 2010

Skills
New Business Development, Business Strategy, Business Analysis, Product Development, Risk Management, Analysis, Corporate Development, Corporate Finance, Economics, Investments, Statistical Data..., Financial Modeling, Equities, Valuation, Leadership, Strategy

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

The Interdisciplinary Center   2012 — 2013
Executive Education, Innovation - "Cutting-Edge Future" program

The Hebrew University   2007 — 2010
B.A, Economics & Business Admin., Summa Cum Laude

Rami Sheikh El Ard Rami Sheikh El Ard New Haven, Connecticut Details
Rami Sheikh El Ard's UBS Wealth Management Experience August 2007 - September 2007
Job MBA/MAM Dual degree Candidate, Class of 2015, Yale School of Management
Industry Management Consulting
Experience
Yale School of Management  January 2015 - Present
Yale School of Management  October 2014 - January 2015
Lenz & Staehelin  April 2011 - September 2013
Poncet Turrettini Amaudruz Neyroud & Partners   October 2010 - March 2011
UBS Wealth Management   August 2007 - September 2007
Nokia Networks  August 2006 - September 2006

Education
Yale University - Yale School of Management   2014 — 2015
Master of Advanced Management (MAM)

IE Business School   2013 — 2014
Master of Business Administration (MBA)

Harvard Law School   2012 — 2012
Program on Negotiation and Difficult Conversations

Université de Fribourg/Universität Freiburg   2006 — 2010
Bachelor and Master in Law

Diana Chen Diana Chen New York, New York Details
Diana Chen's UBS Wealth Management Experience June 2013 - August 2013
Job Women's RTW Buying Intern at Bloomingdale's
Industry Apparel & Fashion
Experience
kate spade new york  June 2014 - Present
Bloomingdale's  June 2015 - July 2015
State Street  June 2014 - August 2014
Tommy Hilfiger  May 2014 - June 2014
Coach  April 2014 - May 2014
Twin Lakes Global Advisors   February 2014 - May 2014
Harvard Student Agencies  May 2013 - December 2013
UBS Wealth Management   June 2013 - August 2013
Vogue  July 2011 - August 2011

Skills
Fashion, Spanish, Sales, Merchandising, E-commerce, Stata, Economics, PowerPoint, Microsoft Excel, French, Social Media, Microsoft Word, Chinese, Data Analysis, Microsoft Office, Research, Public Speaking, Leadership

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

Groton School   2007 — 2012

Downe House School   2005 — 2007

Canadian International School of Hong Kong   1998 — 2005

Rachel Kassa Rachel Kassa Cambridge, Massachusetts Details
Rachel Kassa's UBS Wealth Management Experience May 2014 - August 2014
Job Revenue Management Analyst at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways  July 2015 - Present
Institute for Quantitative Social Science (IQSS)   May 2015 - July 2015
Harvard University  January 2015 - May 2015
Harvard International Review  August 2011 - December 2014
UBS Wealth Management   May 2014 - August 2014
Institute for Quantitative Social Science (IQSS)   September 2013 - December 2013
Google  May 2013 - August 2013
Silicon Valley Education Foundation  May 2012 - July 2012
San Jose Unified School District  June 2010 - June 2011

Education
Harvard University   2011 — 2015
Bachelor of Arts (B.A.)

Henry T. Gunderson High School   2007 — 2011

Peter Drosos Peter Drosos Greater New York City Area Details
Peter Drosos's UBS Wealth Management Experience October 2009 - Present
Job Solutions Engineer at UBS
Industry Financial Services
Experience
UBS  November 2014 - Present
UBS Wealth Management   October 2009 - Present
Barclays Capital  September 2008 - September 2009
Lehman Brothers  September 2006 - September 2008
Apple Computer  April 2006 - September 2006
Environmental and Occupational Health Sciences Institute  February 2004 - April 2006
Rutgers University  September 2002 - February 2004

Skills
ETL, Business Process Design, EAI, SDLC, Sybase, SOA, TIBCO, Business Analysis, SQL, EII, Unix, Enterprise Architecture, Java, DB2, Business Objects, IBM BPM, ILOG, WebSphere Message Broker, BusinessWorks, TIBCO iProcess, TIBCO Business Studio, TIBCO Rendezvous, Hawk, IBM HTTP Server, WebSphere Application..., HADR, WebSphere MQ, Message Broker, Integration, Websphere, Solaris, Middleware, ITIL, Linux, Informatica, Architecture, Business Intelligence, Security, Servers, Application Architecture, Operating Systems, System Deployment, Infrastructure, Technical Support, Unix Shell Scripting, Market Data, Data Warehousing, Data Integration, Java Enterprise Edition, Data Migration

Education
Rutgers University-New Brunswick   1999 — 2004
B.A., Computer Science

Hawaii Pacific University   1997 — 1999

Cristopher Manka Cristopher Manka Chattanooga, Tennessee Details
Cristopher Manka's UBS Wealth Management Experience May 2012 - August 2012
Job Student at University of TennesseeKnoxville College of Business Administration
Industry Accounting
Experience
University of Tennessee, Intramural Sports   August 2011 - Present
UBS Wealth Management   May 2012 - August 2012
GO Mammoth Social Sports Club   March 2012 - April 2012

Education
University of Tennessee-Knoxville - College of Business Administration   2010 — 2014

Viktoriya Lineva Viktoriya Lineva Boston, Massachusetts Details
Viktoriya Lineva's UBS Wealth Management Experience October 2011 - December 2011
Job Associate at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates  October 2013 - Present
Charles River Associates  June 2012 - September 2013
UBS Wealth Management   October 2011 - December 2011
Ministry of Finance, Bulgaria  July 2011 - August 2011

Education
Harvard Extension School   2014 — 2014
Intensive Introduction to Computer Science (CS50), A

Trinity College-Hartford   2008 — 2012
Bachelor of Science, Economics. Minor in German Language

Universität Mannheim / University of Mannheim   2010 — 2010
Experimental Economics; German; Russian; European Union Studies

Ryan Perlman, CPA Ryan Perlman, CPA Greater Los Angeles Area Details
Ryan Perlman, CPA's UBS Wealth Management Experience June 2008 - June 2010
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC  September 2010 - Present
UBS Wealth Management   June 2008 - June 2010
ClumeckStern Schenkelberg & Getzoff Accounting & Consulting   June 2009 - August 2009

Skills
Tax Compliance, Accounting, Microsoft Office, Partnership Taxation, Personal Tax Planning, High Net Worth..., QuickBooks, CCH ProSystem fx, Leadership, Tax, Tax Accounting, Tax Research, CPA, Tax Returns, Corporate Tax, Journal Entries, ProSystem fx Tax, Real Estate, Income Tax, Tax Preparation, GAAP, Financial Statements

Education
Golden Gate University   2015 — 2018
Master’s Degree, Taxation

University of California, Irvine   2006 — 2010
B.A. Economics, Minor in Accounting

Ghislain Gouraige Ghislain Gouraige Miami/Fort Lauderdale Area Details
Ghislain Gouraige's UBS Wealth Management Experience 2006 - Present
Job Senior Vice PresidentPrivate Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2006 - Present
Bank of America  2004 - 2006
Lehman Brothers  2000 - 2004
Merrill Lynch  1993 - 2000

Education
Harvard Law School   1981 — 1984
JD

University of Pennsylvania   1978 — 1980

Brandon Wilk Brandon Wilk Dallas/Fort Worth Area Details
Brandon Wilk's UBS Wealth Management Experience April 2014 - Present
Job Financial Advisor – Wealth Management, UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - Present
Buckman Buckman & Reid  October 2012 - October 2013
Buckman Buckman & Reid  2010 - 2012

Education
Hartwick College   2006 — 2010
BS economics, Economics

Christopher Zito Christopher Zito Ballston Spa, New York Details
Christopher Zito's UBS Wealth Management Experience April 2014 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - Present
Merrill Lynch  August 2005 - April 2014

Education
Hartwick College   1991 — 1995
Bachelor's degree, Business Administration and Management, General

Jessica Chan Jessica Chan Greater New York City Area Details
Jessica Chan's UBS Wealth Management Experience May 2007 - September 2007
Job Global Strategy, Birchbox
Industry Cosmetics
Experience
Birchbox  April 2015 - Present
Birchbox  September 2013 - April 2015
Deloitte Consulting  August 2012 - September 2013
Deloitte Consulting  July 2010 - August 2012
Harvard University  June 2008 - August 2010
Deloitte Consulting  June 2009 - August 2009
UBS Wealth Management   May 2007 - September 2007

Skills
Strategy, Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, Data Analysis, Project Management, Due Diligence, Analytics, Business Process..., Access, Corporate Finance, Statistics, Analysis, Visio, Process Improvement, Finance Transformation, International M&A, M&A Modeling, M&A execution, Microsoft Excel, Finance, Market Research, Excel, Large Scale Change..., Organizational Design

Education
Harvard University
AB, Sociology

Universidad Complutense de Madrid

Gayle A. Hawkins Gayle A. Hawkins Greater New York City Area Details
Gayle A. Hawkins's UBS Wealth Management Experience May 2008 - March 2011
Job Financial Professional Associate at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America  December 2012 - Present
1-year self-proclaimed sabbatical   March 2011 - December 2012
UBS Wealth Management   May 2008 - March 2011
UBS Wealth Management International   October 2005 - May 2008
UBS Investment Bank  October 2000 - October 2005
Columbia University  January 2000 - June 2000
Deustche Bank  August 1999 - January 2000
Viacom  January 1996 - August 1999

Education
NYU   1997 — 2001
Master of Education (M.Ed.), Business/Corporate Communications

Hampton University   1990 — 1995
Bachelor of Arts (B.A.), Speech Communication and Rhetoric

Lindsay Stern Lindsay Stern Greater Atlanta Area Details
Lindsay Stern's UBS Wealth Management Experience June 2011 - August 2011
Job Educator Outreach Manager at Savannah College of Art and Design
Industry Events Services
Experience
Savannah College of Art and Design  May 2015 - Present
Savannah College of Art and Design  December 2013 - May 2015
Savannah College of Art and Design  October 2012 - December 2013
Historical Concepts  June 2012 - September 2012
Credit Suisse  March 2012 - June 2012
Hollins University  August 2010 - December 2011
Hollins University  August 2010 - December 2011
UBS Wealth Management   June 2011 - August 2011
UBS Wealth Management   January 2011 - February 2011
Heritage Bank of the South  May 2010 - August 2010

Education
Hollins University   2008 — 2012
BA, Business

Deerfield Windsor School   2004 — 2008

Catherine Hensly Catherine Hensly Lakeland, Florida Details
Catherine Hensly's UBS Wealth Management Experience January 2012 - January 2012
Job Emerging Leader at GEICO
Industry Insurance
Experience
GEICO  August 2014 - Present
Acredale Saddlery   August 2009 - July 2014
Hollins University  July 2012 - May 2014
Hollins University  August 2011 - May 2014
Move Your Money UK   June 2013 - July 2013
GEICO  June 2012 - July 2012
UBS Wealth Management   January 2012 - January 2012

Skills
Microsoft Office, Speech, Research, Public Speaking, Critical Thinking, Tutoring, PowerPoint, Microsoft Excel, Customer Service, Photoshop, Management, Social Media, Outlook, Sales, Facebook, Event Planning

Education
Hollins University   2010 — 2014
B.A., Double Major: Business (Finance) and Economics, Summa cum laude

Jag Gill, CFA Jag Gill, CFA New York, New York Details
Jag Gill, CFA's UBS Wealth Management Experience 2005 - 2009
Job Sundar, Inc Techstars
Industry Internet
Experience
Sundar, Inc. - TechStars   2014 - Present
Deutsche Bank  2009 - 2011
UBS Wealth Management   2005 - 2009
Deutsche Bank  2002 - 2004

Skills
Emerging Markets, Private Equity, Corporate Finance, Financial Modeling, Valuation, Business Strategy, Investments, Entrepreneurship, Venture Capital, Portfolio Management, Business Development, Equities, Hedge Funds, Commercial Banking, Capital Markets, Derivatives, Textiles, Fashion, Luxury, SaaS, B2B

Education
MIT Sloan School of Management   2012 — 2013
Master of Business Administration (M.B.A.), MIT Sloan Fellows Program in Innovation and Global Leadership

Harvard Kennedy School of Government   2013 — 2013

CFA Institute
CFA Charterholder

Will Nolan, CFA Will Nolan, CFA Portland, Oregon Area Details
Will Nolan, CFA's UBS Wealth Management Experience November 1999 - November 2005
Job Chief Investment Officer at Investment Management Consultants
Industry Investment Management
Experience
Investment Management Consultants, Inc. (IMC, Inc.)   January 2008 - Present
Bend Sushi, LLC   October 2011 - Present
Financial Planners Northwest, Inc.   November 2005 - December 2007
UBS Wealth Management   November 1999 - November 2005

Skills
Fiduciary Review, Portfolio Optimization, Model Portfolios, Non-profits, Institutional Clients, Foundations, Endowments, High Net Worth..., 401k, 403b, Family Business, Succession Planning, Investment Advisory, Alternative Investments, Institutional..., Financial Services, 403 b, Retirement Planning, Nonprofits, Finance, Wealth Management..., Retirement, Securities

Education
Gonzaga University - School of Business Administration   1995 — 1998
MBA, Finance

University of Wyoming   1984 — 1989
BS, Finance

Wheatland High School   1980 — 1984
Diploma

Jason Poulsen Jason Poulsen San Francisco Bay Area Details
Jason Poulsen's UBS Wealth Management Experience May 2007 - August 2007
Job Associate at SteelWave
Industry Real Estate
Experience
SteelWave  March 2015 - Present
Legacy Partners  January 2014 - March 2015
Realty Income Corporation  January 2012 - January 2014
Realty Income Corporation  January 2011 - January 2012
Realty Income Corporation  August 2010 - January 2011
The Dolce Group  May 2008 - August 2009
UBS Wealth Management   May 2007 - August 2007

Skills
Valuation, Financial Modeling, Real Estate Financing, Investments, Disposition, Real Estate Economics, Real Estate, Financial Analysis, Asset Management, Real Estate Development, Due Diligence, Investment Properties, Argus Modeling, Negotiation, Private Equity, Commercial Real Estate, Real Estate Acquisitions, Mergers & Acquisitions, Dispositions

Education
University of Southern California - Marshall School of Business   2006 — 2010
Bachelor of Science (BS), Business Administration

HEC School of Management   2009 — 2009
Business Administration

Patrick Budhoo Patrick Budhoo Greater New York City Area Details
Patrick Budhoo's UBS Wealth Management Experience 2006 - 2007
Job Corporate Strategy, Business Model Innovation & Finance
Industry Management Consulting
Experience
BNY Mellon  2014 - Present
Wells Fargo Merchant Services  2013 - 2014
Zenkus Consulting   2011 - 2013
Bloomberg  2008 - 2010
UBS Wealth Management   2006 - 2007
Freedom Investment Company (FIC)   2001 - 2006
Deutsche Bank  1999 - 2000
Multilateral Economic Negotiations Group   1992 - 1999

Skills
Cross-functional Team..., Financial Modeling, Strategic Planning, Business Strategy, Management Consulting, Analytics, Corporate FP&A, Business Development, Product Development, Program & Project..., Competitive Analysis, New Venture Development, Entrepreneurship, Business Transformation, Capital Markets, Enterprise Software, Segmentation, Risk Management, Lean, Agile & Six Sigma, Program Management, Mobile Strategy, Performance Metrics, Corporate Finance, Budgeting & Forecasting, Start-up Consulting, Equities, Finance, E-commerce, Strategic Roadmaps, Customer Experience..., Public Speaking, Internal Controls, Financial Statements, Accounting, Social Entrepreneurship

Education
Harvard University
APPAM/Sloan Fellow, Quantitative Analytics, Negotiations, Economic Analytics, Accounting, Presentations

Oberlin College
BA, Political Science, Courses in Micro/Macroeconomics, Economic Development, Foreign Policy, Political Science

University of California, Berkeley
Master's Degree, Management/Policy Analysis, Courses in Advanced Management, Finance, Quantitative Methods, Economic Analysis, Decision Analysis

Alfred Kleindienst Alfred Kleindienst Greater New York City Area Details
Alfred Kleindienst's UBS Wealth Management Experience December 2002 - Present
Job Senior Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2002 - Present
Emerald International   January 2001 - May 2002
Ladas & Hulings, Inc.   January 1995 - October 2000
The David J. Joseph Co.   May 1991 - December 1993
Global Energy Inc   June 1990 - February 1991
Merrell Dow Pharmaceuticals  September 1983 - June 1990
Dow Chemical  February 1977 - August 1983

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   1974 — 1976
MA, International Economics. Asian Politics, International Law

Harvard University   1967 — 1971
BA, Modern European History

Ariella Nutis Ariella Nutis Columbus, Ohio Details
Ariella Nutis's UBS Wealth Management Experience June 2009 - May 2010
Job Purchasing Manager at Digico Imaging Inc.
Industry Printing
Experience
Digico Imaging Inc.  February 2013 - Present
Digico Imaging Inc.  January 2012 - Present
The Jewish Center  June 2010 - July 2011
UBS Wealth Management   June 2009 - May 2010
Patti Ross Inc   June 2009 - May 2010
Hebrew Union College Museum   June 2008 - August 2008
Beauty Solutions, Ltd   September 2007 - May 2008
Lester's  June 2007 - August 2007

Skills
Merchandising /..., Executive Level..., Customer Service, Workflow Management, Fashion Trends/..., Recruiting/Staffing..., Inventory Control, Project Management, Presenting Proposals, Schedule Management, Microsoft Office, Troubleshooting

Education
Yeshiva University   2007 — 2010
Bachelor of Science (B.S.), Accounting

Hofstra University   2006 — 2007
Mathematics

Catherine Holzapfel-Tseng Catherine Holzapfel-Tseng Greater New York City Area Details
Catherine Holzapfel-Tseng's UBS Wealth Management Experience November 2011 - May 2012
Job Loan Syndication Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  May 2014 - Present
PricewaterhouseCoopers Limited  September 2012 - April 2014
UBS Wealth Management   November 2011 - May 2012

Skills
Microsoft Excel, Microsoft Word, Financial Modeling, PowerPoint, Microsoft Office, Accounting, Financial Reporting, Financial Accounting

Education
University of Tennessee-Knoxville - College of Business Administration   2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance

Tsinghua University   2011 — 2011
Bachelor of Arts (B.A.), Intensive Chinese Language Program

Scott Howes Scott Howes Princeton, New Jersey Details
Scott Howes's UBS Wealth Management Experience June 2005 - March 2010
Job Managing Director, BlackRock Head of iShares Product Strategy for US Wealth Advisory
Industry Investment Management
Experience
BlackRock  March 2010 - Present
UBS Wealth Management   June 2005 - March 2010
Merrill Lynch  March 2003 - June 2005
McKinsey & Company  September 1998 - 2002

Skills
Series 7, Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Investments, Alternative Investments, Equities, Wealth Management, Financial Services

Education
Harvard University   1988 — 1992
Bachelor's Degree

Northwestern University - Kellogg School of Management   1996 — 1998
Master of Business Administration (M.B.A.)

Douglas Kottke Douglas Kottke Greater Minneapolis-St. Paul Area Details
Douglas Kottke's UBS Wealth Management Experience January 2006 - Present
Job First Vice PresidentWealth Management at UBS Financial Services, Inc
Industry Investment Management
Experience
UBS Wealth Management   January 2006 - Present

Skills
Wealth Management, Series 7, Asset Allocation, Investments, Series 63, Retirement Planning, Management

Education
Hamline University School of Law   1995 — 1998

St. Olaf College   1991 — 1995

Ryan Tosto Ryan Tosto Pound Ridge, New York Details
Ryan Tosto's UBS Wealth Management Experience May 2013 - June 2013
Job Student at Gettysburg College
Industry
Experience
UBS Wealth Management   May 2013 - June 2013

Education
Gettysburg College   2013 — 2017

Allen Fullerton Allen Fullerton Greater Boston Area Details
Allen Fullerton's UBS Wealth Management Experience January 2006 - December 2009
Job Board of Arbitrators, FINRA Dispute Resolution
Industry Philanthropy
Experience
ContractPal, Inc.   May 2011 - Present
FINRA  2006 - Present
Loon Mountain Ski School   December 2005 - Present
Dana-Farber Cancer Institute  September 1990 - Present
FAA - Private   1975 - Present
Harvard Business School - Class of 1969   1969 - Present
Episcopal Church  March 1941 - Present
AARP  September 2011 - June 2015
UBS Wealth Management   January 2006 - December 2009
UBS Wealth Management   September 1983 - December 2005

Skills
Financial Regulations, Fundraising, Non-profits, Assisting yonger people..., Finance, Financial Regulation, Management, Marketing, Mutual Funds, Mergers & Acquisitions, Leadership, Nonprofits, Program Management, Business Strategy, Strategic Planning, Team Leadership, New Business Development, Team Building, Teaching, Cross-functional Team..., Strategy, Leadership Development, Entrepreneurship, Start-ups, Budgets, Time Management, Community Outreach, Research, Analysis, Training, Government, Organizational..., Public Speaking

Education
Harvard Business School   1967 — 1969
MBA, Finance

United States Air Force Academy   1959 — 1963
BS, Aero Engineering

University of Nebraska-Lincoln   1958 — 1959
None, Major-Engineering

St. Petersburg High School   1955 — 1958
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Boston College
Parent, Parent '86

University of Vermont
Parent '89

Hendrik Bosman Hendrik Bosman Greater New York City Area Details
Hendrik Bosman's UBS Wealth Management Experience June 2015 - Present
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
Morgan Stanley  May 2014 - February 2015
BCM Search  January 2014 - May 2014
New York Life Insurance Company  July 2013 - December 2013
Joe's American Bar & Grill   July 2010 - December 2013
Harrison & Shriftman  June 2012 - January 2013
Hamilton College  September 2011 - May 2012
United States Senate  July 2011 - August 2011

Skills
Public Relations, Social Media, Marketing, Sales, Life Insurance, Communication, Finance, Fixed Income, Management, Business Analysis, Financial Services, Banking, Capital Markets, Derivatives, Microsoft Office, Microsoft Excel

Education
Hamilton College   2009 — 2013
Communications, Major

Millburn High School

Judson Potter, CFP® Judson Potter, CFP® Greater New York City Area Details
Judson Potter, CFP®'s UBS Wealth Management Experience September 1992 - March 2015
Job Connecticut Complex Manager, Senior Vice President Investments at Raymond James & Associates
Industry Investment Management
Experience
Raymond James Financial, Inc.   March 2015 - Present
UBS Wealth Management   September 1992 - March 2015

Education
Hamilton College   1984 — 1989
BA

Stuyvesant High School   1980 — 1984
HS Diploma

Lorraine George-Harik Lorraine George-Harik New York, New York Details
Lorraine George-Harik's UBS Wealth Management Experience 2007 - 2009
Job Founding Partner, HPM Partners; Principal,Circle 44
Industry Executive Office
Experience
HPM Partners  September 2009 - Present
UBS Wealth Management   2007 - 2009
Citi Private Bank  1997 - 2007
Citi World Corporate & Investment Bank   1980 - 1992
First Chicago Bank & Trust  1978 - 1980

Skills
Alternative Investments, Wealth Management, Investment Advisory, Wealth Management..., Private Equity, Investments, Asset Managment, Wealth, Hedge Funds, Financial Services, Investment Management, Strategic Financial..., Family Office, Asset Management, Equities, Finance, Securities, Portfolio Management, Bonds, Fixed Income, Financial Modeling, Asset Allocation, High Net Worth..., Banking, Series 7, Private Banking, Due Diligence, Emerging Markets, Estate Planning, Financial Analysis

Education
London School of Economics

Harvard Business School

Sotheby's
Institute of Art

College of Wooster
BA

Marianne Gilland Marianne Gilland Greater New York City Area Details
Marianne Gilland's UBS Wealth Management Experience 2006 - 2008
Job Vice President at Pelham Union Free School District
Industry Financial Services
Experience
Pelham Union Free School District  July 2014 - Present
Pelham Union Free School District  July 2011 - Present
UBS Wealth Management   2006 - 2008
Lazard Freres Asset Management   January 1986 - September 1996

Skills
Financial Modeling, Investments, Fixed Income, Portfolio Management, Public Speaking, Finance, Venture Capital, Capital Markets, Financial Analysis, Risk Management, Insurance, Due Diligence, Strategy, Wealth Management, Real Estate Economics

Education
Hamilton College
Bachelor of Arts (BA), Government and French

Rory Brown Rory Brown Greater Boston Area Details
Rory Brown's UBS Wealth Management Experience May 2006 - August 2006
Job Analyst, Product Management Team
Industry Financial Services
Experience
Income Research & Management  June 2013 - Present
John Hancock Investment Management Services, LLC   October 2011 - May 2013
MassMutual Financial Group  May 2010 - September 2011
Morgan Stanley Smith Barney  January 2009 - April 2010
Eaton Vance  November 2008 - December 2008
Lazard Asset Management  October 2007 - November 2008
UBS Wealth Management   May 2006 - August 2006
Wachovia Securities  February 2002 - August 2003

Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor

Education
Hofstra University   2003 — 2007
BBA, Finance

Philip Stein, CFP Philip Stein, CFP Tampa/St. Petersburg, Florida Area Details
Philip Stein, CFP's UBS Wealth Management Experience September 2001 - August 2007
Job Senior Vice President, Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  August 2007 - Present
UBS Wealth Management   September 2001 - August 2007
Raymond James  July 1996 - August 2001

Education
Hofstra University   1987 — 1990
MBA, Finance and Banking

SUNY at Albany   1980 — 1984
BS, Economics

Alfredo Cardona Alfredo Cardona Miami, Florida Details
Alfredo Cardona's UBS Wealth Management Experience July 2000 - September 2008
Job Investment Advisor
Industry Investment Management
Experience
Campbell Williams, Inc.   June 2010 - Present
EGShares   January 2009 - May 2010
UBS Wealth Management   July 2000 - September 2008
Citibank Global Asset Management  1996 - 2000

Skills
Asset Allocation, Investment Strategies, Mutual Funds, Investments, High Net Worth..., Retirement, Investment Advisory, ETFs, Series 7, Equities, Private Banking, Separately Managed..., Estate Planning, Alternative Investments, Series 65, Series 24, Portfolio Management, Wealth Management, Series 63, Trading, Series 6, Financial Markets, Retirement Planning, Securities, Pensions, Derivatives, IRAs, Uniform Combined State..., Wealth, Hedge Funds, Financial Advisory, Equity Research, Structured Products, Bonds, Strategic Financial..., Capital Markets, 401k, Fund Of Funds, Wealth Management..., Asset Managment, Asset Management, Investment Management, Fixed Income, Options, Emerging Markets, Fixed Annuities, Bloomberg, Institutional..., Equity Trading, FINRA

Education
The University of Chicago Booth School of Business   1966 — 1968
MBA, Marketing

Institut d'Etudes Politiques-Universite de Paris   1965 — 1966
CEP, International Relations

Hamilton College   1961 — 1965
BA, Romance Languages, History

Corey Crain Corey Crain Greater Atlanta Area Details
Corey Crain's UBS Wealth Management Experience February 2011 - April 2011
Job Federal Reserve Bank of Atlanta Associate Examiner
Industry Banking
Experience
Federal Reserve Bank of Atlanta  May 2015 - Present
Elavon, Inc.   August 2011 - August 2014
Bank of America  May 2011 - August 2011
UBS Wealth Management   February 2011 - April 2011
Marriott Business Services  May 2009 - September 2009
Citizens Tri-County Bank  August 2007 - December 2007

Skills
Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Microsoft Word

Education
Mercer University - Stetson School of Business and Economics   2014 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Haslam College of Business at the University of Tennessee   2008 — 2011
Bachelor's Degree, Finance, General

Hiwassee College

Motlow State Community College

Carlos Luciano Carlos Luciano Greater New York City Area Details
Carlos Luciano's UBS Wealth Management Experience April 2015 - Present
Job AML Compliance Vice President at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   April 2015 - Present
Citi  October 2014 - February 2015
Deutsche Bank  June 2014 - October 2014
JPMorgan Chase  October 2011 - May 2013
BNY Mellon  January 2006 - April 2010
The Bank of New York Mellon  April 1999 - January 2006
US Bank  July 1997 - April 1999
JP Morgan Chase  September 1992 - June 1997
United States Air Force  January 1990 - January 1995
US Trust Company  January 1986 - September 1992

Skills
Capital Markets, Corporate Trust, Investments, Municipal Bonds, Risk Management, Equities, Corporate Finance, Customer Service, Securities, Banking, Credit, Fixed Income, Financial Services, Mutual Funds, Due Diligence, Structured Finance, Finance, Relationship Management, Project Finance, Commercial Banking, Bonds, Financial Markets, Global Custody, Asset Management, Mortgage Lending, AML, Bloomberg, Structured Products, KYC, Hedge Funds, Portfolio Management, Derivatives, Loans, Investment Banking

Education
Hofstra University   2001 — 2004
BS, Finance

Pace University   1997 — 2001
B.S. Degree, Psychology and Business

Neil Tallerday Neil Tallerday Denver, Colorado Details
Neil Tallerday's UBS Wealth Management Experience 2007 - 2008
Job Internal Wholesaler at Jackson National Life
Industry Financial Services
Experience
Jackson National Life  November 2009 - Present
Strategic Financial Partners  2009 - January 2010
UBS Wealth Management   2007 - 2008
Sunset Watersports  2004 - 2006
Garb-Ko Inc.   2004 - 2005

Skills
Financial Services, Marketing, Retirement Planning, Sales, Sales Operations

Education
Grand Valley State University   2006 — 2009
Bachelor of Business Administration, Finance

Northern Michigan University   2005 — 2006
Biology and General Business

Lissa Hilsee Lissa Hilsee Greater Philadelphia Area Details
Lissa Hilsee's UBS Wealth Management Experience 1980 - 1993
Job CEO, The Hands on Advantage
Industry Nonprofit Organization Management
Experience
The Hands on Advantage   June 2010 - Present
Mastery Charter Schools  January 2008 - June 2010
Greater Philadelphia Cares  1994 - 2007
UBS Wealth Management   1980 - 1993

Skills
Strategic Planning, Executive Coaching, Fundraising, Coaching, Non-profits, Marketing Strategy, Public Relations, Writing, Editing, Community Outreach, Event Management, Volunteer Management, Nonprofits, Strategic Partnerships, Entrepreneurship, Grants, Leadership Development, Marketing Communications, Media Relations, Blogging, Public Speaking, Training, Research, Management, Strategic Communications, Program Development, Event Planning, Marketing, Grant Writing, Government, Social Media, Philanthropy, Recruiting, Board Development, Community Development, Staff Development, Program Management

Education
Grove City College   1976 — 1980
B.A., Economics

Upper Moreland Senior High School

Dheeraj Thakur Dheeraj Thakur Greater New York City Area Details
Dheeraj Thakur's UBS Wealth Management Experience November 2010 - November 2011
Job Vice President at Citi
Industry Investment Banking
Experience
Citi  February 2012 - Present
UBS Wealth Management   November 2010 - November 2011
Barclays Capital (formerly Lehman Brothers)   June 2008 - November 2010
Citigroup  2007 - 2008
JPMorgan Chase  January 2006 - April 2007
Citigroup  July 2003 - December 2005
CIBC World Markets  2001 - 2003
AIG  2000 - 2001
Computer Associates TCG Software   1999 - 2000
Continental Informatics India Limited   1997 - 1999

Skills
TIBCO iProcess, JMS, XML, Java, Hibernate, Autosys, Servlets, Spring, JSP, Struts, TIBCO Business Studio, Tibco AMX BPM, TIBCO EMS, TIBCO BusinessWorks, SOA, Software Project..., SDLC, BPMN, Software Architectural..., TIBCO, Middleware, Enterprise Architecture, Solution Architecture, Application Architecture, EAI, Project Management

Education
Gulbarga University   1992 — 1996
B.E

Viswa Shanti College   1990 — 1992
Class 11 & 12

St John's Church High School   1981 — 1990

Brennan H. N. McMurry I Brennan H. N. McMurry I Greater Nashville Area Details
Brennan H. N. McMurry I's UBS Wealth Management Experience October 2014 - Present
Job Series 7 Candidate
Industry Financial Services
Experience
UBS Wealth Management   October 2014 - Present
Schneider Electric  June 2012 - May 2014
Liberty Mutual Insurance  October 2011 - June 2012
University of Tennessee-Diversity   August 2010 - May 2012
Champs Sports Inc   April 2010 - August 2011
Youth About Business, Inc   January 2006 - August 2007

Skills
Microsoft Office, Public Speaking, Event Planning, Microsoft Excel, Customer Service, PowerPoint, Team Building, Team Leadership, Research, Leadership Development, Cross-functional Team..., Social Media, Strategic Planning, Microsoft Word, Leadership, Fundraising, Process Improvement, Time Management, Project Management, Mediation, Budgets, Sales

Education
University of Tennessee-Knoxville - College of Business Administration   2007 — 2012
Bachelor of Business Administration (BBA), Finance

Martin Luther King Jr. Academic Magnet   2003 — 2007

Marcel Horbach Marcel Horbach Greater Boston Area Details
Marcel Horbach's UBS Wealth Management Experience September 2014 - November 2014
Job Master of Finance Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
Deutsche Bank  December 2014 - May 2015
UBS Wealth Management   September 2014 - November 2014
Royal Bank of Scotland  June 2013 - August 2013
HSBC Trinkaus & Burkhardt  January 2013 - March 2013

Skills
Microsoft Excel, Microsoft Office, Economics, Teamwork, PowerPoint, Wirtschaftswissenschafte..., Financial Analysis, Corporate Finance, Investitionen, Valuation, Data Analysis, Market Research, Research, Stata, Capital Markets, Investments, Microsoft Word, Equities, Fixed Income, Accounting, Bloomberg, Portfolio Management, Finanzmodelle, Finanzwesen, Investmentbank

Education
Massachusetts Institute of Technology - Sloan School of Management   2015 — 2016
Master of Finance, Finance

Universität Mannheim   2011 — 2014
Bachelor of Science (BS), Economics

Harvard University   2013 — 2013
Visiting Undergraduate Student (VUS), Economics & Finance

Jesse Blumberg Jesse Blumberg Greater New York City Area Details
Jesse Blumberg's UBS Wealth Management Experience January 2011 - June 2011
Job Interest Rate Derivative Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 2014 - Present
Citi  July 2013 - September 2014
Credit Suisse  January 2012 - June 2012
UBS Wealth Management   January 2011 - June 2011

Skills
Equities, Valuation, Financial Markets, Economics, Management, Financial Advisory, Financial Analysis, Investments, Bloomberg Terminal, Wealth Management, Sales, Time Management, Bloomberg, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, DTC, Loanet, Factset

Education
Northeastern University   2009 — 2012
Bachelor of Science (BS), Economics

Hofstra University   2008 — 2008

Austin Engros Austin Engros Bronxville, New York Details
Austin Engros's UBS Wealth Management Experience August 2015 - Present
Job Analyst at UBS Wealth Management Americas, Graduate Training Program
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
UBS Private Bank   June 2014 - August 2014
UBS Wealth Management   September 2013 - December 2013
Jordan Edmiston Group  June 2013 - August 2013

Education
Hamilton College   2011 — 2015
Bachelor’s Degree, Public Policy

Bronxville High School   2008 — 2011

Cuimei Zhang Cuimei Zhang Greater Boston Area Details
Cuimei Zhang's UBS Wealth Management Experience July 2012 - July 2013
Job Graduate Student at Harvard University
Industry Investment Banking
Experience
UBS Wealth Management   July 2012 - July 2013
Rossoff & Company LLC   May 2012 - July 2012
The Wellbeing Institute, University of Cambridge   November 2011 - January 2012
Barclays Bank New China Trust & Investment Co., Ltd   September 2011 - November 2011
Smith Undergraduate Research Fellowship (SURF) Program   May 2011 - August 2011
University of Pennsylvania  June 2011 - July 2011
Urban Education Initiative Fellowship   January 2011 - January 2011
Replica Ship Half Moon & New Netherland Museum   August 2010 - August 2010

Skills
AutoCAD, SPSS, Microsoft Office, Bloomberg, C++, Chinese, Data Analysis, PowerPoint, Microsoft Excel, Statistics, English, Alternative Investments, Research, Matlab, Social Media, Analysis

Education
Harvard University   2014 — 2015
Master's degree

Smith College   2009 — 2014
B.A., Double Major in Economics and Psychology

Shenzhen College of International Education   2006 — 2009
British A Level, AS & IGCSE Certificate, General

Shenzhen Foreign Language School

Victor M. Barrionuevo Victor M. Barrionuevo Houston, Texas Details
Victor M. Barrionuevo's UBS Wealth Management Experience 2001 - 2009
Job Managing partner, Blackspark WealthManagement
Industry Financial Services
Experience
Blackspark Wealth Management   April 2015 - Present
Merrill Lynch  April 2009 - March 2015
UBS Wealth Management   2001 - 2009

Skills
Equities, Investment Banking, Asset Management, Corporate Finance, Financial Modeling, Business Strategy, Mergers

Education
Harvard Business School   1993 — 1995
Master of Business Administration (MBA), Finance, General, Mba

Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM   1985 — 1989
Bachelor's degree, Economics, Magna cum laude

Alex Teece Alex Teece Cambridge, Massachusetts Details
Alex Teece's UBS Wealth Management Experience June 2007 - August 2007
Job Ed.M. Candidate, Zuckerman Fellow at Harvard Graduate School of Education
Industry Higher Education
Experience
DreamHouse, Inc.   May 2015 - Present
Bank of Hawaii  September 2014 - May 2015
Teach For America  June 2013 - June 2014
Teach for America  June 2012 - May 2013
Teach For America  May 2012 - July 2012
Morgan Stanley  June 2011 - August 2011
Teach for America  May 2010 - July 2010
Teach for America  June 2008 - July 2010
Merrill Lynch  August 2007 - December 2007
UBS Wealth Management   June 2007 - August 2007

Skills
Classroom Management, Community Outreach, Educational Technology, Emotional Intelligence, Grant Writing, Higher Education, Instructional Design, Leadership Development, Lesson Planning, Marketing Strategy, Philanthropy, Program Management, Project Management, Sales, Special Education, Staff Development, Stata, Tutoring, Volunteer Management

Education
Harvard University Graduate School of Education   2015 — 2016
School Leadership Program, School Developer

University of Rochester - William E. Simon Graduate School of Business Administration   2010 — 2012
Master of Business Administration, Finance, Corporate Accounting, and International Management

Hong Kong University of Science and Technology - School of Business and Management   2011 — 2011
Semester Abroad

University of Hawaii at Manoa   2008 — 2010
Master of Education in Teaching, Education

Ithaca College   2004 — 2008
B.S., Business Administration

Griffith University   2006 — 2006
Semester Abroad

Jeffrey Reinis Jeffrey Reinis Greater Detroit Area Details
Jeffrey Reinis's UBS Wealth Management Experience June 2012 - September 2012
Job Senior Associate, Business Advisory Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP  August 2015 - Present
Grant Thornton LLP  March 2015 - July 2015
USG  May 2013 - February 2015
Grand Valley State University - Finance Department   January 2013 - May 2013
Chemical Bank  September 2012 - December 2012
UBS Wealth Management   June 2012 - September 2012
Braeburn Wealth Management   June 2012 - August 2012

Skills
Retail Management, Banking, Operations Management, Financial Analysis, Store Management, Portfolio Management, Access, Retail, Time Management, Credit Analysis, Loans, Microsoft Excel, Financial Modeling, Finance, Credit, Sales, Budgets, Accounting, General Ledger, Investments, Economics, Equities

Education
Grand Valley State University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Economics

Jeff Owens Jeff Owens Greater Chicago Area Details
Jeff Owens's UBS Wealth Management Experience May 2012 - August 2012
Job Regional Marketing Director External Wholesaler
Industry Financial Services
Experience
Putnam Investments  June 2015 - Present
Putnam Investments  January 2014 - May 2015
Putnam Investments  September 2013 - January 2014
Oppenheimer & Co.   January 2013 - April 2013
UBS Wealth Management   May 2012 - August 2012

Skills
Investments, Mutual Funds, Microsoft Excel, Finance, PowerPoint, Wealth Management, Series 63, Series 7, Financial Advisory, Portfolio Management, Fixed Income, Series 6

Education
Grand Valley State University   2009 — 2013
BBA Finance

Northville High School   2005 — 2009
General Diploma

Audrey James Audrey James Roanoke, Virginia Details
Audrey James's UBS Wealth Management Experience January 2013 - February 2013
Job Economics Major at Hollins University
Industry Financial Services
Experience
Hollins University  September 2013 - Present
Mission Highlands Swim Club   May 2013 - July 2013
UBS Wealth Management   January 2013 - February 2013

Skills
Quantitative Research, Communication, French, Switchboard, Organizational..., Microsoft Office, Volunteering

Education
Hollins University   2011 — 2015
Bachelor of Arts (B.A.), Economics

Galina Margulis Galina Margulis Fair Lawn, New Jersey Details
Galina Margulis's UBS Wealth Management Experience November 1998 - December 2008
Job Business Analyst at Express Scripts
Industry Information Technology and Services
Experience
Express Scripts  March 2009 - May 2015
UBS Wealth Management   November 1998 - December 2008
Paine Webber  May 2008 - November 2008
IBM  December 1997 - April 1998
Blue Cross Blue Shield, NJ   September 1997 - December 1997

Skills
SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, DB2, User Acceptance Testing, Systems Analysis, Software Projects, Software Documentation, SQL, Data Warehousing, Agile Methodologies, IBM Mainframe, Enterprise Architecture, Production Support, Data Modeling, IT Strategy, Financial Services, Business Process, Agile Project Management, RUP, Project Delivery, SharePoint, COBOL, CICS, JCL, VSAM, TSO, PowerPoint, MS Project, Mainframe, Training, Microsoft Office, Microsoft Excel, Sales, Leadership, Management, Microsoft Word, Research

Education
Globe Institute of Technology
Computer Programming and System Design

Paulina Villamil-Larrea Paulina Villamil-Larrea Los Angeles, California Details
Paulina Villamil-Larrea's UBS Wealth Management Experience May 2000 - March 2001
Job Operations Management
Industry Program Development
Experience
Dubai Carbon Centre of Excellence (DCCE)   January 2014 - November 2014
CA Technologies  April 2010 - October 2013
CA Technologies  April 2008 - March 2010
CA Technologies  June 2006 - March 2008
UBS Investment Bank  March 2001 - December 2002
UBS Wealth Management   May 2000 - March 2001
UBS Wealth Management   September 1999 - April 2000
AkzoNobel  June 1996 - July 1997
AkzoNobel  June 1994 - May 1996

Skills
Strategy, Management, Business Strategy, Competitive Analysis, Strategic Partnerships, Mergers & Acquisitions, Financial Modeling, Business Development, Strategic Planning, Enterprise Software, Financial Analysis, Leadership, SaaS, Mergers, Program Management, Cloud Computing, Portfolio Management, Go-to-market Strategy, Finance, Budgets, International..., Start-ups, Corporate Development, Analytics, Investments, Corporate Finance, Cross-functional Team..., Project Management, Change Management, Team Management, Business Planning, CRM, Valuation, New Business Development, M&A experience, Microsoft Office, Business Process..., Sales Management, Problem Solving, Cross-cultural Teams, Service Design, Team Facilitation, interactive design

Education
The University of Chicago Booth School of Business   2004 — 2006
MBA, Master of Business Administration

Hong Kong University of Science and Technology - School of Business and Management   2005 — 2005
Booth School of Business - Quarter Exchange Program, Doing Business in China, Business Technology

Université de Lausanne, Switzerland   1997 — 1999
MBF, Master of Science in Finance

Pontificia Universidad Católica del Ecuador   1989 — 1997
Commercial Engineer, Business Management and CPA

Anna Hinck Anna Hinck Greater New York City Area Details
Anna Hinck's UBS Wealth Management Experience May 2010 - August 2010
Job Executive Assistant at Glenview Capital
Industry Staffing and Recruiting
Experience
Glenview Capital  January 2014 - Present
Whitney Partners, LLC   July 2012 - October 2013
The Hotchkiss School  May 2011 - August 2011
UBS Wealth Management   May 2010 - August 2010

Skills
Social Media, Outlook, Customer Service

Education
Hobart and William Smith Colleges   2008 — 2012
B.A, Economics, Media and Society

John Cabot University   2011 — 2011
Economics, Media and Society

The Hotchkiss School   2005 — 2008

Julien Rousson Julien Rousson Cambridge, Massachusetts Details
Julien Rousson's UBS Wealth Management Experience June 2012 - August 2012
Job Account Manager/Financial Analyst at The Medical Link
Industry Financial Services
Experience
The Medical Link  April 2015 - Present
Massachusetts Institute of Technology (MIT)   2014 - 2015
Category 5 Boat Shoes  2011 - 2014
UBS Wealth Management   June 2012 - August 2012
Pemberton Farms  2007 - 2011

Skills
Customer Service, Sales, Retail, PowerPoint, Time Management, Social Media, Facebook, Microsoft Office

Education
Hofstra University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Carlo Piccirillo Carlo Piccirillo Greater New York City Area Details
Carlo Piccirillo's UBS Wealth Management Experience 2002 - 2002
Job CPA
Industry Financial Services
Experience
Piccirillo & Knapp Accounting Services   April 2009 - Present
Imowitz Koenig & Co.   October 2008 - April 2009
KPMG Audit  January 2005 - October 2008
UBS Wealth Management   2002 - 2002

Skills
Certified Public..., Fluent in Spanish, Conversational Italian, Internal Controls, Business Development, Auditing, CPA, Investment Properties, Forecasting, Marketing, Strategic Financial..., Financial Modeling, Commercial Real Estate, Budgets, Risk Assessment, Real Estate, US GAAP, Financial Accounting, Due Diligence, Management, Financial Audits, Analysis, Portfolio Management, GAAP, Accounting, Financial Reporting, Financial Analysis, Strategic Planning

Education
Hofstra University   2001 — 2003
Bachelor of Business Administration, Marketing

Penn State University   1999 — 2001

William Thompson, III William Thompson, III Toronto, Canada Area Details
William Thompson, III's UBS Wealth Management Experience 2005 - 2006
Job Director at Bloomberg L.P.; Wealth Family Relations Advisor at UBS Wealth Management; The Thompson Foundation, Advisory
Industry Telecommunications
Experience
The Thompson Foundation   2006 - Present
Bloomberg LP  2006 - Present
UBS Wealth Management   2005 - 2006
Fox Business Network  November 2003 - December 2004
ABC Television  October 2000 - January 2002
Business Travel News  February 1998 - June 1999

Skills
Journalism, Social Media Marketing, Media Relations, Video, Marketing Communications, Social Media, Public Relations, New Media, Digital Media, Corporate Communications

Education
Harvard University
Bachelor's Degree, Communication and Media Studies

University of Oxford
Master's Degree, Business/Corporate Communications

University of Oxford - Said Business School
Master of Business Administration (M.B.A.)

Jordan Waterman Jordan Waterman Austin, Texas Details
Jordan Waterman's UBS Wealth Management Experience May 2007 - May 2009
Job MBA Candidate at McCombs School of Business, The University of Texas at Austin
Industry Management Consulting
Experience
McCombs School of Business, The University of Texas at Austin  July 2015 - Present
GfK Market Access  February 2013 - June 2015
SSA Capital  January 2012 - November 2012
Public Financial Management  July 2010 - January 2012
Catalyst Health Ventures   May 2009 - July 2010
UBS Wealth Management   May 2007 - May 2009

Skills
Financial Modeling, Business Strategy, Valuation, Financial Analysis, Strategy, Private Equity, Venture Capital, Market Research, Preparation Of Proposals, Data Analysis, Engagements, Due Diligence, Management Consulting, Analysis

Education
Harvard University   2006 — 2010
BA, Psychology

The University of Texas at Austin - Red McCombs School of Business

The University of Texas at Austin - Red McCombs School of Business

Adam Koets Adam Koets Greater New York City Area Details
Adam Koets's UBS Wealth Management Experience March 2008 - June 2008
Job Athlete at New York Giants
Industry Financial Services
Experience
New York Giants  May 2007 - 2012
UBS Wealth Management   March 2008 - June 2008

Skills
Wealth Management, Portfolio Management, Investments, Retirement Planning, Equities, Entrepreneurship, Asset Management, Marketing, Financial Analysis, Mutual Funds, Strategic Financial..., Retirement

Education
Oregon State University   2002 — 2006
Bachelor of Science (BS), Finance, International Business

Wharton School of Business
Executive Education, NFL Business Management and Entrepreneurial Program

Stanford Business School
Executive Education, NFL Business Management and Entrepreneurial Program

Harvard Business School
Executive Education, NFL Business Management and Entrepreneurship Program

Shaun Viguerie Shaun Viguerie New York, New York Details
Shaun Viguerie's UBS Wealth Management Experience June 2010 - August 2010
Job Data Product Engineer at YipitData
Industry Computer Software
Experience
YipitData   July 2015 - Present
Markit  January 2015 - July 2015
Markit  June 2012 - January 2015
Hobart and William Smith Colleges  August 2011 - May 2012
Hobart and William Smith Colleges  January 2010 - May 2012
Markit  June 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Java, Python, C#, JavaScript, Research, Parsing, JFlex, Economics, MySQL, Operating Systems, Software Development, C, PHP, C++, Unix Shell Scripting, jQuery, Eclipse, JavaCC, Yacc, Machine Learning, Compilers, Natural Language..., Data Mining, Algorithms, Algorithm Analysis, SQL, Mathematica, SAS, AJAX, JSON, Apache Spring, XML, Statistics, Maven, Unity3D, Matlab, NIS

Education
Hobart and William Smith Colleges   2008 — 2012
Bachelor of Science (BS), Computer Science, Mathematics, Economics

St. Mark's School   2004 — 2008
High School Diploma

Jim Nolan, CFP® Jim Nolan, CFP® Boston, Massachusetts Details
Jim Nolan, CFP®'s UBS Wealth Management Experience July 2009 - April 2011
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  January 2013 - Present
Natixis Global Asset Management  April 2011 - December 2012
UBS Wealth Management   July 2009 - April 2011
UBS Wealth Management   June 2007 - July 2009

Skills
CFP®, Series 7, Series 66, Series 9, Series 10, Series 3, NYS Life Accident and..., Mutual Funds, Separately Managed..., ETFs, Portfolio Management

Education
Hamilton College   2003 — 2007
Economics

Northfield Mount Hermon School   2002 — 2003

Lynnfield High School   1998 — 2002

William Fusco William Fusco Greater New York City Area Details
William Fusco's UBS Wealth Management Experience June 2007 - September 2007
Job Operations Management
Industry Construction
Experience
Concord Restoration   May 2012 - Present
Connecticut Center for Entrepreneurship & Innovation   May 2011 - August 2012
University of Connecticut School of Business  August 2010 - May 2012
UBS Wealth Management   June 2007 - September 2007
Fuel Outdoor  June 2006 - September 2006

Skills
DART for Advertisers, Atlas, Social Media, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Market Research, Data Analysis, Research, Corporate Finance, Microsoft Office, Marketing, SPSS

Education
The University of Connecticut School of Business   2010 — 2012
MBA, Marketing, Finance

Loyola University Maryland   2004 — 2008
Bachelor of Business Administration, Economics

   2007 — 2007
Study Abroad, International Business, Economics

Jesse Bernstein Jesse Bernstein Cambridge, Massachusetts Details
Jesse Bernstein's UBS Wealth Management Experience January 2011 - May 2011
Job Law Clerk at Quinn Emanuel
Industry Law Practice
Experience
Quinn Emanuel  September 2015 - Present
Quinn Emanuel  May 2014 - August 2014
Kings County District Attorneys Office  May 2013 - August 2013
Bernstein Liebhard LLP  May 2012 - August 2012
Sy Syms School of Business  January 2012 - May 2012
Bernstein Liebhard LLP  May 2011 - August 2011
UBS Wealth Management   January 2011 - May 2011
Genesis Capital  June 2010 - August 2010

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

Yeshiva University   2008 — 2012
Bachelor of Science (BS), Finance, Summa Cum Laude

Ramaz

Westchester Day School

Ashley Tran Ashley Tran Roanoke, Virginia Area Details
Ashley Tran's UBS Wealth Management Experience January 2012 - January 2012
Job MBA Candidate
Industry Financial Services
Experience
Radford University  August 2014 - Present
Barkett Allen Capital   April 2013 - February 2014
UBS  June 2012 - January 2013
Hollins University  September 2009 - January 2013
UBS Wealth Management   January 2012 - January 2012
Hollins University Fitness Department   September 2010 - May 2011
Hollins University Fitness Department   March 2010 - May 2011
Guelich Capital Management LLC   January 2011 - January 2011

Skills
Microsoft Excel, Social Media, PowerPoint, Marketing, Public Speaking, Interpersonal..., Financial Accounting, International Finance, Accounting, Listening to customers, Managerial Finance, Facebook, Microsoft Word, Leadership, Windows & Mac operating..., Statistics, Portfolio Management, Financial Analysis, Information Technology, Financial Mathematics, SQL, Content Managed Websites, Financial Research, SAS, Regression Analysis, Predictive Analytics, SPSS, CHAID, Logistic Regression, Cluster Analysis, discriminant analysis, Neural Networks, Analytics

Education
Radford University   2014 — 2016
Master of Business Administration (MBA), Analytics, 3.66

Hollins University   2009 — 2012
Bachelor of Arts, Finance

Center for Creative Arts   2008 — 2009
Modern Dance

Jason Heller Jason Heller Latham, New York Details
Jason Heller's UBS Wealth Management Experience September 1997 - December 1999
Job Financial Advisor at Stage 2 Planning Partners, Inc.
Industry Financial Services
Experience
Stage 2 Planning Partners, Inc.   April 2004 - Present
Paine Webber  February 1999 - March 2004
UBS Wealth Management   September 1997 - December 1999

Education
Hamilton College   1987 — 1991

Shaker High School

Jason Kidd Jason Kidd Fort Worth, Texas Details
Jason Kidd's UBS Wealth Management Experience September 2005 - October 2012
Job System Administrator at Tarrant County
Industry Information Technology and Services
Experience
Tarrant County  September 2014 - Present
Bosque Systems, LLC  April 2013 - July 2014
UBS Wealth Management   September 2005 - October 2012
Dell  April 2005 - September 2005

Skills
Troubleshooting, Windows XP, Technical Support, Windows 7, Software Installation, Hardware, Laptops, Windows Server, Microsoft Office, Printers, Operating Systems, VMware, Citrix, Customer Service, Security, Wireless Networking, Firewalls, Visio, Antivirus, Blackberry, Desktop Computers, Computer Hardware, XP, Windows, Windows Vista, Active Directory, Oil/Gas, Software Documentation, Computer Setup, Hardware Installation, Desktop Support, Network Security, Disaster Recovery, MS Office Suite, Mac OS X, Cabling, Routers, Outlook, Customer Relations, Microsoft Windows 98, Windows 2000, iOS, Cisco Meraki, Server Administration, Internet Explorer, Apple Safari, Apple Pages, Apple Numbers, Apple Keynote

Education
Grand Canyon University   2012 — 2014
Master of Business Administration

University of Phoenix   2008 — 2010
Bachelor of Science, Information Systems

University of Phoenix   2006 — 2008
Associate of Arts, Information Technology

Rajan Jain Rajan Jain Greater New York City Area Details
Rajan Jain's UBS Wealth Management Experience January 2007 - August 2008
Job UI Architect at JP Morgan Chase
Industry Computer Software
Experience
JPMorgan Chase  January 2011 - Present
Verizon Wireless  December 2009 - December 2010
Standard and Poor's  May 2009 - December 2009
Morgan Stanley  September 2008 - May 2009
UBS Wealth Management   January 2007 - August 2008
HCL Technologies  December 1998 - January 2007

Skills
Java Enterprise Edition, OOAD, SDLC, SOA, Servlets, Sun Certified Java..., Test Driven Development, Tomcat, Unix, Web Services, Spring, Weblogic, XML, Agile Methodologies, EJB, Flex, Hibernate, JDBC, WebLogic

Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya   1994 — 1998
B.Tech, E&C

Kyunghee Kim Kyunghee Kim Greater Grand Rapids, Michigan Area Details
Kyunghee Kim's UBS Wealth Management Experience October 2004 - May 2005
Job CPA candidate
Industry Accounting
Experience
Fifth Third Bank  January 2012 - April 2012
Debt Settlement of America, LLC.   April 2006 - December 2009
Daegu Regional Innovation Agency   August 2005 - March 2006
UBS Wealth Management   October 2004 - May 2005

Skills
Fluent in Korean, Proficient in MS Office, Time management, People Skills, constructive feedback, effective communication, Perseverance

Education
Kyungpook National University   1997 — 2002
Bachelor of Arts (BA), Economics, Sociology, 3.66 out of 4.3

Graduate school of Kyungpook National University   2003 — 2006
Master of Arts (MA), Economics, 4.22/4.5

Grand Valley State University   2009 — 2011
Master of Science in Accounting, Accounting, 3.46

Sal Lascala Sal Lascala Greater New York City Area Details
Sal Lascala's UBS Wealth Management Experience December 2010 - May 2011
Job Budget Analyst, Accounting MBA Student
Industry Financial Services
Experience
New York City Housing Authority (NYCHA)   January 2014 - July 2014
Colliers-International  February 2013 - November 2013
New York Life Insurance Company  January 2012 - January 2013
Edward Jones  May 2011 - January 2012
UBS Wealth Management   December 2010 - May 2011
Nassau Veterans Memorial Coliseum  September 2009 - December 2009
Amici Pizza and Grille   June 2006 - January 2007

Skills
Marketing, Management, Finance, Negotiation, Operating Budgets, Vlookup, MS Excel Pivot Tables, Hyperion, Oracle E-Business Suite, Analysis, Account Reconciliation, Department Budgeting, Capital Budgeting, Budget Monitoring, Real Estate, Microsoft Excel, Investment Properties, Insurance, Microsoft Office, Microsoft Word, Life Insurance, Business Analysis, Commercial Real Estate, Retirement Planning, Securities, Fixed Annuities, Sellers, Accounting, Financial Services, Investments, Long-term Care, Permanent Life Insurance, Term Life Insurance, Universal Life, Budget Management, Small Business, Team Building, New Business Development, Business Planning, Business Process..., PowerPoint, Sales

Education
Molloy College   2014 — 2016
Master of Business Administration (MBA), Accounting

Hofstra University   2009 — 2011
Bachelor of Business Administration (BBA), Legal Studies in Business

Drew Wadsworth Drew Wadsworth Washington, District Of Columbia Details
Drew Wadsworth's UBS Wealth Management Experience May 2008 - August 2008
Job Property Manager at The Bozzuto Group
Industry Real Estate
Experience
The Bozzuto Group  March 2013 - Present
The Bozzuto Group  August 2011 - September 2012
The Bozzuto Group  June 2010 - July 2011
Telsey Advisory Group (TAG)   June 2009 - August 2009
J. Paul's Restaurant   May 2008 - August 2008
UBS Wealth Management   May 2008 - August 2008

Skills
Marketing, Sales, Analysis, Real Estate, Forecasting, Customer Service, Leases, Sales Process, Microsoft Excel, Portfolio Management, Property Management, Research, Apartments, Real Estate Development, Lease Administration, Management, Employee Training, Yardi, Budgets

Education
Hobart and William Smith Colleges   2006 — 2010
B.A., Economics

Tabor Academy   2003 — 2006

Jordan Arand Jordan Arand Chicago, Illinois Details
Jordan Arand's UBS Wealth Management Experience May 2015 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
Illinois State University Educational Investment Fund   January 2015 - May 2015
Cetera Financial Specialists  August 2014 - December 2014
1st Farm Credit Services  May 2014 - August 2014
Galena State Bank   June 2013 - August 2013
Arand Enterprises   January 2012 - June 2013

Education
Illinois State University   2013 — 2015
Bachelor of Science (B.S.), Finance and Economics

Highland Community College   2012 — 2013
Associate of Arts (AA), Business Emphasis

Patrick Kelley Patrick Kelley Greater Nashville Area Details
Patrick Kelley's UBS Wealth Management Experience July 2015 - Present
Job Director @ UBS AG
Industry Banking
Experience
UBS Wealth Management   July 2015 - Present
Asurion  December 2012 - April 2015
Best Buy  August 2005 - December 2012
Best Buy  May 2000 - August 2005
Best Buy  May 1996 - May 2000

Skills
Cloud Computing, computer software, Consumer Products, Contract Negotiation, Digital Marketing, Extended Warranty, Home Warranty, Insurance, Litigation Management, Marketing, Mobile Technology, Open Source Licensing, Regulatory Affairs, Service Contract, Software, Software Procurement, strategic outsourcing, Supervisory Experience, Telecommunications, Warranty, Outsourcing, Strategy, Procurement, Litigation, Vendor Management, Negotiation, Employment Law, Program Management, Licensing, Commercial Litigation, Management, Real Estate, Civil Litigation, Intellectual Property, Legal Compliance, Corporate Governance, Mergers & Acquisitions, Microsoft Excel, Corporate Finance, Leadership, Information Technology

Education
University of Michigan   1989 — 1992
Bachelor of Arts (BA), Political Science & Latin

Hamline University School of Law   1992 — 1995
Doctor of Law (JD), Law

University of Saint Thomas - School of Business   1993 — 2013
Master of Business Administration (MBA), Law

University of Notre Dame Law School   1994 — 1994
Certificate, International Law and Legal Studies

Ray Joseph Ray Joseph Greater New York City Area Details
Ray Joseph's UBS Wealth Management Experience August 2012 - Present
Job
Industry Investment Management
Experience
UBS Wealth Management   August 2012 - Present
AllianceBernstein  September 2010 - August 2012
Relay Graduate School of Education (formerly UKA Teacher U)   September 2008 - September 2010
Capital Group Companies  June 1998 - September 2008
Merrill Lynch  July 1994 - August 1997

Skills
Buy-side, Investments, Asset Management, Portfolio Management, Equity Research, Mutual Funds, Equity Capital Markets, Strategic Planning, Fundraising, Higher Education, Asset Managment, Corporate Finance, Financial Modeling, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Investment Strategies, IPO, Investment Management, Finance

Education
Harvard Business School
MBA

Harvard College
AB

St. Paul's School
HS

RFK

Larry Kaufmann Larry Kaufmann Greater New York City Area Details
Larry Kaufmann's UBS Wealth Management Experience 2001 - 2003
Job Kaufmann Farmers Insurance at 924 Kinderkamack Road; River Edge, NJ 07661
Industry Insurance
Experience
All of New Jersey & New York   July 2012 - Present
Farmers Insurance  2012 - Present
Allstate Financial Services, LLC  2011 - 2012
J.P. Morgan   2008 - 2011
24x7 ESI, Inc.   2003 - 2008
UBS Wealth Management   2001 - 2003
Merrill Lynch  1993 - 2001

Skills
Term Life Insurance, Finance, Life Insurance, Property & Casualty..., Insurance, Commercial Insurance, Umbrella Insurance, Fixed Annuities, Retirement, Retirement Planning, Customer Service, Marketing, Risk Management

Education
Hofstra University   1984 — 1988
MBA, Finance and Investment

State University of New York at Albany
BA

Frank Clepper Frank Clepper Overland Park, Kansas Details
Frank Clepper's UBS Wealth Management Experience 2000 - 2006
Job Regional VP & Chief Operating Officer at Amerigroup
Industry Hospital & Health Care
Experience
Amerigroup  September 2014 - Present
Amerigroup Corporation  October 2012 - September 2014
Envision, Inc  February 2012 - October 2012
Delta Dental of Kansas  2007 - 2012
UBS Wealth Management   2000 - 2006
United States Army  1979 - 2000

Skills
Strategy, Vision,..., Executive Leadership &..., P&L, Budgeting,..., Business Expansion &..., Product Innovation &..., Finance, Legal,..., Contract Negotiations &..., Quality & Process..., Board Relations, Roles,..., Enterprise Risk..., Facilities, Real..., Program Management, Process Improvement, Strategy, Operations Management, Management, Leadership, Budgets, Business Process..., Project Management, Analysis, Insurance, Training, Team Building, Financial Analysis, Strategic Planning, Business Development, Healthcare, Project Planning, Nonprofits, Change Management, Employee Benefits, Organizational..., Customer Service, Policy, Leadership Development, Sales, Performance Management, Coaching

Education
University of Pennsylvania - The Wharton School   2000 — 2003
Certificate, Securities Industry Institute - Executive Leadership

Golden Gate University   1992 — 1994
MBA, Management

United States Military Academy at West Point   1975 — 1979
MS, Civil Engineering

Oscar Veras Oscar Veras Greater New York City Area Details
Oscar Veras's UBS Wealth Management Experience 2006 - October 2010
Job Trust Administrator Officer at Sterling National Bank
Industry Legal Services
Experience
Sterling National Bank  July 2015 - Present
Hudson Valley Bank  September 2014 - Present
Napoli Bern Ripka Shkolnik LLP  February 2012 - November 2012
UBS Wealth Management   2006 - October 2010

Skills
Legal Research, Corporate Law, Securities, Nonprofits, Litigation, Intellectual Property, Legal Writing, Mediation, Securities Regulation

Education
Hobart and William Smith Colleges   2000 — 2004
Bachelor of Arts (BA), Economics

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

EZEKIEL A IDOWU EZEKIEL A IDOWU El Paso, Texas Area Details
EZEKIEL A IDOWU's UBS Wealth Management Experience October 2004 - September 2006
Job Preventive Medicine / Environmental Science Engineer
Industry Military
Experience
US Army, Fort Bliss   March 2007 - Present
NJIT  October 2005 - February 2007
UBS Wealth Management   October 2004 - September 2006
Cap Gemini Ernst & Young  April 2002 - August 2004

Skills
Military, Training, Management, Military Operations, Fitness, Networking, Environmental Awareness, Army, Medicine, Engineering, Program Management, Software Documentation

Education
New Jersey Institute of Technology   2004 — 2010

Globe Institute of Technology   2002 — 2004
BSc

Catherine Parisi Catherine Parisi New York, New York Details
Catherine Parisi's UBS Wealth Management Experience May 2008 - August 2010
Job Relationship Management Product Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse, Vice President   April 2014 - Present
Credit Suisse, Vice President   November 2010 - April 2014
UBS Wealth Management   May 2008 - August 2010
UBS Wealth Management   May 2005 - May 2008

Skills
Private Banking, Wealth Management, Equities, Structured Products, Fixed Income, Global Custody, Portfolio Management, Derivatives, Financial Markets

Education
University of Adelaide   2013 — 2016
Master of Innovation and Entrepreneurship

Harvard Business School   2013 — 2015
PLD 17, Program Leadership Development (Alumni 2015)

Kaplan
Master of Finance, Finance, General

Oriana Barros Oriana Barros Greater New York City Area Details
Oriana Barros's UBS Wealth Management Experience October 2013 - Present
Job Client Service Specialist
Industry Entertainment
Experience
UBS Wealth Management   October 2013 - Present

Skills
Social Media, PowerPoint, Word, Excel, Microsoft Excel, Social Media Marketing, Blogging, Facebook, Advertising, Microsoft Word

Education
Hamilton College   2002 — 2006
BA, Music, Digital Arts

Horace Mann School   1998 — 2002

Kevin Forney, CFP Kevin Forney, CFP Cleveland/Akron, Ohio Area Details
Kevin Forney, CFP's UBS Wealth Management Experience Vice PresidentUBS Financial Services, Inc2006 - Present
Job Vice President at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management   Vice PresidentUBS Financial Services, Inc2006 - Present

Education
Grove City College   1993 — 1997

Riverside High School

Victor Xiong Victor Xiong San Francisco Bay Area Details
Victor Xiong's UBS Wealth Management Experience September 2008 - May 2010
Job Wealth Management and banking manager
Industry Financial Services
Experience
Morgan Stanley  October 2010 - Present
UBS Wealth Management   September 2008 - May 2010
Bank of America Private Bank  October 2006 - September 2008

Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Mortgage Lending, Retail Banking, Relationship Management, Commercial Banking, Financial Analysis, Credit Analysis, Wealth Management, Financial Services

Education
Golden Gate University   2001 — 2004
Master of Science (M.S.), Computer and Information Sciences, General

San Francisco State University   1997 — 2000
Bachelor's degree, Finance, General

Jonathan Schiffer Jonathan Schiffer San Francisco Bay Area Details
Jonathan Schiffer's UBS Wealth Management Experience 2000 - 2006
Job Masters of Accountancy Candidate
Industry Venture Capital & Private Equity
Experience
Scientific Learning  2010 - 2010
Fisher Lynch Capital  2007 - 2009
UBS Wealth Management   2000 - 2006

Skills
Financial Modeling, Private Equity, Financial Analysis

Education
Golden Gate University   2005 — 2007
Masters, Corporate Finance

University of California, San Diego   1995 — 1999
BS, Biochemistry/Cell Biology

Jack von Maur Jack von Maur Greater New York City Area Details
Jack von Maur's UBS Wealth Management Experience 2000 - 2006
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A.   September 2011 - Present
Chase Investment Services Corp.  January 2008 - September 2011
UBS Wealth Management   2000 - 2006
Prudential Securities  1990 - 1995

Education
Hampden-Sydney College   1985 — 1989
BA, Economics

J.P. Galvin J.P. Galvin Greater New York City Area Details
J.P. Galvin's UBS Wealth Management Experience May 2001 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
Advisors Asset Management, Inc.   October 2009 - Present
UBS Wealth Management   May 2001 - May 2009

Education
Providence College   1999 — 2001
BS

Hamilton College   1996 — 1998

Princeton High School   1992 — 1996

Carlos J. Gallardo Carlos J. Gallardo San Francisco Bay Area Details
Carlos J. Gallardo's UBS Wealth Management Experience July 2011 - April 2012
Job Data & Analytics
Industry Information Technology and Services
Experience
BlackRock  April 2015 - Present
Consultancy  October 2012 - Present
UBS Wealth Management   July 2011 - April 2012
Alero Consulting   April 2009 - June 2011
Goldman Sachs  July 2006 - August 2008
Goldman Sachs  July 2004 - June 2006
Goldman Sachs  July 2000 - June 2005

Skills
Derivatives, Equities, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Capital Markets, Equity Derivatives, Portfolio Management, Bloomberg, Investments, Valuation, Commodity, Financial Modeling, Asset Allocation, Due Diligence, Finance, Mutual Funds

Education
New York University
Bachelor of Arts, Economics

Harvard University
Master of Arts Candidate, Management

Melissa F. Spohn Melissa F. Spohn Greater New York City Area Details
Melissa F. Spohn's UBS Wealth Management Experience January 2012 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2012 - Present
JP Morgan Chase  October 2004 - February 2011
JP Morgan Chase  January 2003 - October 2004
JPMorgan Chase  January 2002 - January 2003

Education
Hamilton College   1982 — 1986
BA, Economics

Christa Marino, CPA Christa Marino, CPA Greater New York City Area Details
Christa Marino, CPA's UBS Wealth Management Experience 2006 - 2008
Job Senior Accountant at Hudson River Trading
Industry Accounting
Experience
Hudson River Trading  January 2012 - Present
KPMG LLP  July 2010 - May 2012
KPMG  September 2008 - October 2010
UBS Wealth Management   2006 - 2008

Skills
US GAAP, SEC filings, Accounting, GAAP, CPA

Education
Hofstra University   2004 — 2008
BBA, Accounting

Jeffrey Kastil, PMP Jeffrey Kastil, PMP Greater New York City Area Details
Jeffrey Kastil, PMP's UBS Wealth Management Experience 2006 - 2009
Job Senior Program Manager
Industry Financial Services
Experience
TIAA-CREF  December 2011 - Present
Credit Suisse  March 2011 - November 2011
Credit Suisse  2009 - March 2011
UBS Wealth Management   2006 - 2009
Fidelity Investments  2003 - 2006
UBS  1997 - 2003
KPMG Peat Marwick  1995 - 1997
Morgan Stanley  1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc.   1988 - 1993

Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology

Education
New York University   2000 — 2001
Certificate, Information Management

New York Institute of Technology   1987 — 1990
MBA, Accounting

Hofstra University   1984 — 1987
BBA, Banking and Finance

Todd Commisso Todd Commisso United States Details
Todd Commisso's UBS Wealth Management Experience 1997 - 2009
Job Director, Chief Operating Office at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth  2011 - Present
Credit Suisse  2010 - 2011
UBS Wealth Management   1997 - 2009
Fiserv  1995 - 1997
Thomson Financial  1990 - 1995

Skills
Capital Markets, Equities, Wealth Management, Fixed Income, Equity Derivatives, Financial Services, Investment Banking, Investments, Bonds, Banking, Mutual Funds, Securities, Change Management, Asset Management, Private Banking, Risk Management, Asset Allocation, Financial Markets, Hedge Funds, Trading Systems, Asset Managment, Portfolio Management, Alternative Investments, Trading, Structured Products, Analysis, Series 7, Private Equity, Investment Advisory, Equity Trading, Derivatives, Strategy, Business Analysis, Project Portfolio..., Relationship Management, FX Options, Electronic Trading, Bloomberg, Operational Risk, Financial Risk, Prime Brokerage

Education
Saint John's University   1993 — 1995
M.B.A, Information Systems

Hofstra University   1986 — 1990
B.A., Finance

Chaminade High School   1982 — 1986

Rick Hollmann Rick Hollmann Greater New York City Area Details
Rick Hollmann's UBS Wealth Management Experience November 2008 - Present
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2008 - Present
UBS  2008 - Present
Lehman Brothers  2003 - 2008

Skills
Fixed Income, Investments, Alternative Investments, Capital Markets, Equities, Hedge Funds, Portfolio Management

Education
Hofstra University

Eleanor Kress Eleanor Kress Greater New York City Area Details
Eleanor Kress's UBS Wealth Management Experience 2001 - 2008
Job at Wilmington Trust Retirement and Institutional Trust Compay
Industry Banking
Experience
Wilmington Trust Retirement and Institutional Services Company   December 2009 - Present
Wilmington Trust  2008 - January 2010
UBS Fiduciary Trust Company   November 2001 - October 2008
UBS Wealth Management   2001 - 2008

Education
University of North Carolina School of Law   1977 — 1980
JD, Trusts & Estates, Taxation

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1976 — 1980
MBA, Finance

Goucher College   1972 — 1976
BA, Economics and History

Tony Fisher Tony Fisher Portland, Oregon Area Details
Tony Fisher's UBS Wealth Management Experience April 2007 - March 2010
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management  March 2010 - Present
UBS Wealth Management   April 2007 - March 2010
UBS Investment Bank  February 1997 - April 2007
Merrill Lynch  August 1982 - February 1997

Education
Harvard University, John F. Kennedy School of Government   1980 — 1982
MPP, Economics, Finance, Public Policy

Reed College   1974 — 1979
BA, Economics

Lower Merion High School   1972 — 1973

The Episcopal Academy   1961 — 1972

PHILIP GRAHAM, PMP PHILIP GRAHAM, PMP Greater New York City Area Details
PHILIP GRAHAM, PMP's UBS Wealth Management Experience July 2015 - Present
Job IT Project Manager, Financial Industry Technology Services, Inc.
Industry Information Technology and Services
Experience
UBS Wealth Management   July 2015 - Present
Uncommon Schools  March 2015 - April 2015
IBM  November 2013 - February 2015
Maximus, Inc.   September 2012 - October 2013
Shadow Financial Systems  May 2010 - May 2012
UBS Wealth Management   2006 - 2008
UBS Wealth Management   1998 - 2006

Skills
SDLC, Project Management, Business Analysis, Software Project..., Vendor Management, Visio, Process Improvement, Program Management, SQL, Microsoft Excel, PowerPoint, Visual Basic, MS Project, Requirements Gathering, Requirements Analysis, Financial Services

Education
Hartwick College   1981 — 1985
BS, POSC

Terri Lyders Terri Lyders San Francisco Bay Area Details
Terri Lyders's UBS Wealth Management Experience May 2004 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2004 - Present
Merrill Lynch  August 1994 - April 2004

Skills
Number Cruncher, BNA Income Tax Planner, BNA Gift and Estate Tax..., WealthTech, Naviplan, BNA Portfolios (online..., CCH (online tax..., Strategic Financial..., Estate Tax Planning, Estate Planning, High Net Worth..., Income Tax, Financial Modeling, Financial Advisory, Investment Advisory, Wealth, Banking, Tax, Financial Services, Financial Planning, Asset Management, Portfolio Management

Education
Golden Gate University   2001 — 2003
Masters, Taxation

University of Washington, Michael G. Foster School of Business   1989 — 1993
BA, Finance and Marketing

Charles Oddo Charles Oddo Greater New York City Area Details
Charles Oddo's UBS Wealth Management Experience January 1984 - January 1993
Job Senior VicePresident Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc  January 1991 - Present
UBS Wealth Management   January 1984 - January 1993

Education
Hofstra University   1975 — 1979
Bachelor of Business Administration, Management/Finance

Olga Colan Olga Colan Greater New York City Area Details
Olga Colan's UBS Wealth Management Experience October 2010 - Present
Job Business Analyst / QA Analyst
Industry Information Technology and Services
Experience
UBS Wealth Management   October 2010 - Present
CGI  November 2006 - October 2010
MPI / CGI   March 2004 - October 2006
Prudential Securities Inc.  May 2000 - March 2004

Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Global Team Lead, Workflow Diagrams, BRD, FRD, Use Case, Software Quality..., Agile Testing, Data Modeling, Business Intelligence..., Test Cases, Test Planning

Education
Almaty State Conservatory, Kazakhstan
Master of Arts (M.A.)

Globe Institute of Technology
Computer Science

Ben Crowley Ben Crowley Greater Seattle Area Details
Ben Crowley's UBS Wealth Management Experience February 2010 - July 2010
Job Business Skills Rotation Program at Boeing
Industry Financial Services
Experience
Boeing  June 2011 - Present
UBS Wealth Management   February 2010 - July 2010

Skills
Microsoft Office, Data Analysis, PowerPoint, Financial Modeling, Financial Analysis, Social Networking, Social Media, Customer Service, Finance, Microsoft Excel, Leadership, Public Speaking, Access, Financial Reporting

Education
Gonzaga University - School of Business Administration   2007 — 2010
BBA, Finance and Economics

Sage Brandtner Sage Brandtner Greater Detroit Area Details
Sage Brandtner's UBS Wealth Management Experience May 2012 - August 2012
Job Mortgage Underwriter at United Shore
Industry
Experience
United Shore  March 2013 - Present
UBS Wealth Management   May 2012 - August 2012
Selfridge Air National Guard Base  May 2011 - August 2011

Skills
Financial Analysis, Financial Market..., Derivatives Trading, Microsoft Excel, Vizio, Equity Trading, PowerPoint, SAP, Microsoft Access, Mortgage Underwriting, Customer Service

Education
Grand Valley State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Josh Zager Josh Zager Greater New York City Area Details
Josh Zager's UBS Wealth Management Experience January 2011 - April 2011
Job eCommerce Manager Home Solutions at Newell Rubbermaid
Industry Financial Services
Experience
Newell Rubbermaid  May 2015 - Present
The NPD Group  April 2015 - May 2015
The NPD Group  January 2013 - March 2015
The NPD Group  August 2011 - January 2013
The NPD Group  June 2011 - August 2011
UBS Wealth Management   January 2011 - April 2011
Arnold Worldwide  June 2010 - August 2010

Skills
Management, Leadership, Account Management, Market Research, Forecasting, Microsoft Office, SPSS, Marketing Research, Consumer Insight, Strategic Consulting, Retail Category...

Education
Hofstra University   2007 — 2011
B.B.A, International Business/Economics

Chuyi Shang Chuyi Shang Greater New York City Area Details
Chuyi Shang's UBS Wealth Management Experience January 2010 - Present
Job Junior Financial Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   January 2010 - Present
PricewaterhouseCoopers  September 2009 - December 2009

Education
HEC Paris   2008 — 2011

Louis Kleist Louis Kleist Seattle, Washington Details
Louis Kleist's UBS Wealth Management Experience February 2009 - December 2014
Job Senior Research Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments  January 2015 - Present
UBS Wealth Management   February 2009 - December 2014
UBS  2005 - December 2014

Skills
Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Asset Allocation, Asset Management, Investments, Investment Strategies, Private Equity, Securities, Fund Of Funds

Education
NYU Stern School of Business   2011 — 2013
Master of Business Administration, Concentrations: Finance, Management

Gonzaga University   2001 — 2005
Bachelor of Business Administration (BBA), Finance

Rafael J. Santandreu Rafael J. Santandreu New York, New York Details
Rafael J. Santandreu's UBS Wealth Management Experience May 2012 - Present
Job Senior Vice President en UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   May 2012 - Present
Merrill Lynch  October 2004 - May 2012
Banco Noroco   1995 - 2000
Consolidado International Bank   1985 - 1994

Education
HEC Paris   1981 — 1983
Master in Business Administration

Universidad Simón Bolívar   1974 — 1979
Ingeniero de Materiales, Opción procesos de manufactura

Colegio La Salle

Michael Bussi Michael Bussi Greater New York City Area Details
Michael Bussi's UBS Wealth Management Experience September 2012 - January 2014
Job Manager Metrics and MI Reporting, FCC Oversight CAMS
Industry Banking
Experience
Standard Chartered Bank  January 2015 - Present
J.P. Morgan   February 2014 - December 2014
UBS Wealth Management   September 2012 - January 2014
UBS Wealth Management   October 2010 - August 2012
Score Tournaments   2005 - 2010
Miller & Milone P.C.   May 2003 - August 2009

Skills
Microsoft Word, Outlook, Legal Writing, Customer Service, Legal Documents, Analysis, Mortgage Lending, Venture Capital, Emerging Markets, CAMS

Education
Marist College   2006 — 2010
Bachelors, Accounting

Griffith University
International Business

Shreejit Pant Shreejit Pant Greater Chicago Area Details
Shreejit Pant's UBS Wealth Management Experience June 2012 - August 2012
Job Credit Analyst
Industry Financial Services
Experience
Wheels, Inc.   August 2013 - Present
UBS Wealth Management   June 2012 - August 2012
NMB Bank Ltd.   July 2011 - August 2011

Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Equity Research, Quantitative Method, Econometrics, Microeconomics, Macroeconomics, Multivariable Calculus, Abstract Algebra, Probability, Management Concept, Financial Markets, E views, Management, PowerPoint, Quantitative

Education
Hanover College   2009 — 2013
BA, Economics, Maths and Business Scholar

Budhanilkantha School

Dawn Leavitt Dawn Leavitt Orange County, California Area Details
Dawn Leavitt's UBS Wealth Management Experience June 1997 - December 2010
Job Director of Finance and Operations
Industry Information Technology and Services
Experience
UBS Wealth Management   June 1997 - December 2010

Skills
Sales, Marketing, Strategic Planning

Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration-Finance

Golden West College
Esthetics

Aamer Ahmed Aamer Ahmed Greater Chicago Area Details
Aamer Ahmed's UBS Wealth Management Experience August 2012 - September 2014
Job Unix Administrator at Discover Financial Services
Industry Banking
Experience
Discover Financial Services  September 2014 - Present
UBS Wealth Management   August 2012 - September 2014
CVS Caremark Corporation  October 2011 - October 2012
Glaxo Smithkline Pharmacy   July 2010 - September 2011

Skills
IBM AIX 5.3/ 6.1,..., System Administration, Virtualization, Disaster Recovery, Unix, Testing, Websphere, AIX, Unix Shell Scripting, Red Hat Linux, Shell Scripting, Operating Systems, ITIL, HACMP, Data Center, VMware, Databases, Storage, SAN, Data Migration, HMC, IBM AIX, Servers, High Availability, Cluster, Hardware, Infrastructure, Networking, Linux, Vendor Management, Software Installation, NetApp, RHEL, Oracle RAC, Troubleshooting, Enterprise Architecture, Performance Tuning, IT Service Management, DNS, Security

Education
Governors State University   2007 — 2008
Master of Science (M.S.), Computer Science

Jawaharlal Nehru Technological University   2001 — 2005
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering

Joshua Arneson Joshua Arneson Matthews, North Carolina Details
Joshua Arneson's UBS Wealth Management Experience December 2012 - June 2014
Job Senior Product Consultant at MetLife
Industry Financial Services
Experience
MetLife  August 2014 - Present
UBS Wealth Management   December 2012 - June 2014
TIAA-CREF  November 2007 - April 2012
Ameriprise Financial Services, Inc.   May 2007 - November 2007
Alexander Youth Network  May 2006 - January 2007
St Davids Center for Child & Family Development  January 2003 - May 2006

Skills
Financial Services, IRAs, Customer Service, Series 7, Wealth Management, Variable Annuities, Mutual Funds, Finance, Retirement Planning, Portfolio Management, Securities, Leadership, Series 63, Asset Allocation, Fixed Annuities, Investments, Time Management

Education
Hamline University   1991 — 1995
Bachelor of Arts (B.A.), Sociology

Chad Haynes Chad Haynes Winston Salem, North Carolina Details
Chad Haynes's UBS Wealth Management Experience June 2000 - September 2004
Job Branch Manager and Financial Planner at Raymond James Financial Services.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   September 2004 - Present
Haynes Financial Group, An Independent Firm   September 2000 - Present
UBS Wealth Management   June 2000 - September 2004
Wachovia Securities  December 1996 - June 2000

Skills
Retirement Planning, Wealth Management, Series 7, Estate Planning, Series 6, Series 9, Series 10, Series 63, Series 65, Strategic Financial..., Wealth Accumulation..., Life Insurance, Long Term Care Insurance, College Education...

Education
University of North Carolina at Greensboro   1993 — 1996
Bachelor of Science (B.S.), Finance

High Point University   1992 — 1993
Finance

University of North Carolina at Greensboro   1991 — 1992
Bachelor of Science (B.S.), Finance

West Forsyth High School   1988 — 1991

Drew Oestreicher Drew Oestreicher Portland, Maine Details
Drew Oestreicher's UBS Wealth Management Experience January 1998 - January 2002
Job Vice President, Senior Relationship Manager at Spinnaker Trust
Industry Financial Services
Experience
Spinnaker Trust  December 2013 - Present
Portland Global Advisors   January 2002 - December 2013
UBS Wealth Management   January 1998 - January 2002

Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Securities

Education
Hamilton College   1989 — 1993
Bachelor of Science (B.S.), Government

North Yarmouth Academy   1986 — 1989

Previous Next

Select page