UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Kevin Schmidt, CIMA® Kevin Schmidt, CIMA® Greater Los Angeles Area Details
Kevin Schmidt, CIMA®'s UBS Wealth Management Experience July 2006 - August 2011
Job Western Divisional Director at BlackRock
Industry Financial Services
Experience
BlackRock  September 2011 - Present
UBS Wealth Management   July 2006 - August 2011
John W Henry & Company, Inc   September 2003 - July 2006
Lord Abbett  June 1999 - August 2003

Education
Ithaca College   1987 — 1991
B.S., Business Management

Keone Battaglin Keone Battaglin La Jolla, California Details
Keone Battaglin's UBS Wealth Management Experience August 2013 - December 2013
Job Consulting Engineer at Life Technologies
Industry Mechanical or Industrial Engineering
Experience
Life Technologies  January 2014 - Present
Life Technologies  January 2014 - May 2014
UBS Wealth Management   August 2013 - December 2013
Opus Asset Management   June 2013 - September 2013
Merrill Lynch  November 2010 - May 2011

Skills
Microsoft Office, Programming, Industrial Engineering, Brazilian Portuguese, Spanish-English, C++, Visual Basic, Simulation Software, 3D Modeling, Plant Layout, Financial Risk, Financial Analysis, Matlab, Minitab, Mastercam, Simio, Lingo, SketchUp, Customer Service, PowerPoint, English, Public Speaking, Teamwork

Education
IE Business School   2015 — 2016
Dual Degree Master in Management & Master in Finance, Finance

University of San Diego   2011 — 2014
Bachelor's degree, Industrial Engineering

Pontifícia Universidade Católica do Rio de Janeiro   2007 — 2008
Bachelor of Engineering (B.E.), Industrial Engineering

Albert Braun, CFP®, MBA Albert Braun, CFP®, MBA Greater Chicago Area Details
Albert Braun, CFP®, MBA's UBS Wealth Management Experience August 2000 - August 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2006 - Present
UBS Wealth Management   August 2000 - August 2006
Smith Barney  April 1988 - August 2000

Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement, Asset Allocation, Investment Advisory

Education
MBA - Finance, University of Chicago, 1973-1976
Master of Business Administration (M.B.A.), Finance

Bachelor of Science - Chemical Engineering, Illinois Institute of Technology, 1965-1968
Bachelor of Science (B.S.), Chemical Engineering

Eboni Washington Eboni Washington New York, New York Details
Eboni Washington's UBS Wealth Management Experience June 2010 - August 2010
Job Manager, CRM & Marketing Analytics at Foot Locker
Industry Marketing and Advertising
Experience
Foot Locker  June 2014 - Present
Ermenegildo Zegna  September 2013 - May 2014
American Express  June 2011 - September 2013
UBS Wealth Management   June 2010 - August 2010
Zenith Optimedia  August 2009 - December 2009
JoonBug Productions  June 2009 - August 2009
AuH2O Boutique   May 2009 - July 2009
Regions Financial Corporation  June 2008 - August 2008

Skills
Oracle, Data Mining, Large Budget Management, Communication, Campaign Managment, MicroStrategy Reporting, Microstrategy, Forecasting, Reporting Metrics, Budget Monitoring, Budget Reconciliation, Marketing Budget..., Budget Forecasts, Data Analysis, Microsoft Office, Microsoft Excel, Cross-functional..., Cross Functional..., Customer Conversion, Customer Experience..., Customer Experience, Customer Acquisition, Marketing, Business Development

Education
Howard University   2007 — 2011
B.B.A., Marketing

Indian Springs School   2002 — 2007
Diploma

Michael Marshuk Michael Marshuk Providence, Rhode Island Details
Michael Marshuk's UBS Wealth Management Experience June 2006 - September 2006
Job Attorney
Industry Law Practice
Experience
Law Office of Alfred P. Chamberland   June 2010 - February 2014
Law Office of Carl Russo   February 2012 - August 2012
The Divorce and Family Law Offices of Daniel J. Szostkiewicz   February 2010 - June 2010
Westfield District Court   August 2009 - December 2009
Wright Architectural Millwork  May 2000 - August 2008
UBS Wealth Management   June 2006 - September 2006

Skills
Criminal Law, Employment..., Family Law, Legal Issues, Family Mediation, Legal Research, Legal Writing, Westlaw, Employment Law

Education
Western New England College School of Law   2008 — 2011
Doctor of Law (J.D.)

University of Massachusetts at Amherst - Isenberg School of Management   2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum laude

Holyoke Community College   2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General

Anthony Zaccaria Anthony Zaccaria Chicago, Illinois Details
Anthony Zaccaria's UBS Wealth Management Experience October 2014 - Present
Job Financial Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2014 - Present
Emil van Essen Managed Futures   2010 - 2014
CME Group  2004 - October 2010
Morgan Stanley  1993 - 2002

Education
Indiana University - Kelley School of Business
BS, Finance & Economics

Jamie Ledgerwood Jamie Ledgerwood Toronto, Canada Area Details
Jamie Ledgerwood's UBS Wealth Management Experience May 2007 - August 2009
Job Process Analytics Analyst at CIBC
Industry Information Technology and Services
Experience
CIBC  January 2013 - Present
AIESEC Canada  June 2010 - Present
CIBC  January 2012 - December 2012
CIBC  September 2011 - December 2011
AIESEC Ryerson  February 2010 - December 2011
CIBC  May 2011 - August 2011
TD Bank  May 2010 - August 2010
UBS Wealth Management   May 2007 - August 2009

Skills
Customer Service, VB.NET, Web Applications, Team Leadership, Business Analysis, Salesforce.com, Project Management, Visio, Microsoft Office, Teamwork, Time Management, Team Management, Strategic Planning, Social Media, Microsoft Excel, Access, PowerPoint, Leadership, HTML, VBA, IDE, Spotfire, SharePoint, Data Management, Data Analysis, Analytics, Business Process..., Business Process

Education
Ryerson University   2008 — 2012
Business Technology Management, Information Technology, E-Commerce

Humber College   2005 — 2007
2yr Diploma, Computer Programmer

Dustin DeWitt Dustin DeWitt Greater New York City Area Details
Dustin DeWitt's UBS Wealth Management Experience May 2007 - August 2007
Job Private Equity Professional at Pine Brook Partners
Industry Financial Services
Experience
Pine Brook Partners   September 2012 - Present
Goldman Sachs  2010 - September 2012
Amherst Partners  May 2008 - August 2008
UBS Wealth Management   May 2007 - August 2007

Skills
Investment Banking, Private Equity, Venture Capital, Valuation, Corporate Finance, Microsoft Excel, Equities

Education
Indiana University - Kelley School of Business   2006 — 2010
Finance and Accounting

Barrington High School

Ryan Sherling Ryan Sherling Chicago, Illinois Details
Ryan Sherling's UBS Wealth Management Experience June 2011 - August 2011
Job Business Solutions Consultant at Rise Interactive
Industry Management Consulting
Experience
Rise Interactive  August 2015 - Present
CSC - Computer Sciences Corporation  April 2014 - August 2015
PRGX  September 2012 - March 2014
Indiana University Kelley School of Business  August 2010 - September 2012
UBS Wealth Management   June 2011 - August 2011
OGI Eyewear  June 2011 - August 2011

Skills
SQL, SAP, XML, Data Modeling, Data Cleansing, Microsoft Office, PowerPoint, Microsoft Excel, Statistics, Market Research, Management, CRM, Management Consulting, Business Process..., Consulting, Data Cleaning, Microsoft Word

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science, Business; Finance & Technology Management

Indiana University Bloomington   2008 — 2012
Bachelor of Science (B.S.), Finance and Technology Management

Adam Rohan Adam Rohan Houston, Texas Details
Adam Rohan's UBS Wealth Management Experience January 2012 - May 2012
Job Manager Market Operations at Enchanted Rock LTD
Industry Oil & Energy
Experience
Enchanted Rock LTD   April 2015 - Present
Enchanted Rock Ops, LLC   August 2013 - Present
Iona College Athletics Department   September 2012 - June 2013
UBS Wealth Management   January 2012 - May 2012

Skills
Leadership, Communication, Work Ethic, Program Management, Finance, Microsoft Excel, Time Management, Systems Analysis, Teamwork, Financial Analysis

Education
Iona College   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.738

Brian Rubin Brian Rubin Greater Chicago Area Details
Brian Rubin's UBS Wealth Management Experience October 2014 - Present
Job UBS Wealth Management Advisor, Vice President, CIMA
Industry Financial Services
Experience
UBS Wealth Management   October 2014 - Present
Merrill Lynch  February 2006 - October 2014
Morgan Stanley  June 2002 - February 2006

Skills
Series 7, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Separately Managed..., Cash Management, Wealth Management..., High Net Worth..., Options, Loans, Mortgage Lending

Education
Indiana University Bloomington   1998 — 2002
Bachelor's degree, Finance

Steven Fryman Steven Fryman Chicago, Illinois Details
Steven Fryman's UBS Wealth Management Experience July 2011 - February 2012
Job Client Manager at Nieslen
Industry Financial Services
Experience
Nielsen  February 2014 - Present
Wells Fargo Advisors  February 2012 - February 2014
UBS Wealth Management   July 2011 - February 2012
JPMorgan  December 2007 - July 2011
JP Morgan  November 2006 - December 2007
Chase  July 2005 - November 2006
Chase  March 2005 - July 2005
A.G. Edwards   May 2004 - March 2005

Education
Northwestern University   2011 — 2012
Pre-Clinical Psychology, Psychology

Illinois State University   2000 — 2004
Finance and Management, Finance and Management

James Botte James Botte Greater New York City Area Details
James Botte's UBS Wealth Management Experience May 2013 - March 2015
Job Associate Senior Compliance Officer at JPMorgan Chase Chase Wealth Management
Industry Financial Services
Experience
JPMorgan Chase & Co.   March 2015 - Present
UBS Wealth Management   May 2013 - March 2015
JPMorgan Chase  June 2010 - May 2013
JPMorgan Chase  September 2008 - June 2010

Skills
Series 6, Series 63, Finance, Compliance, Marketing, Banking, Investment Banking, Compliance Analysis, Securities, FINRA, Equities, Mutual Funds, ETFs, Wealth Management, Fixed Income, Bonds, Bloomberg Terminal, Bloomberg, Analysis, AML, Risk Management, Microsoft Office, Financial Risk, Financial Services

Education
Iona College   2004 — 2008
Bachelor of Business Administration (BBA), Marketing

David A. Lieberman David A. Lieberman Greater Minneapolis-St. Paul Area Details
David A. Lieberman's UBS Wealth Management Experience August 2011 - July 2013
Job National Sales Manager, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Ameriprise Financial Services, Inc.   October 2013 - January 2015
UBS Wealth Management   August 2011 - July 2013
UBS  2006 - 2011
UBS  2005 - 2006
Merrill Lynch  2003 - 2005
Merrill Lynch  2000 - 2003
Merrill Lynch  1998 - 2000
Merrill Lynch  1991 - 1998

Skills
FINRA 7,9,10,24,63,65,66, Certified Investment..., Life Insurance, Asset Management, Financial Services, IRA, Leadership, Financial Planning, Annuities, Defined Contribution, Retirement Income...

Education
Ithaca College   1982 — 1986
Bachelor's degree, Business Management

Lisa M. Lopp Lisa M. Lopp Louisville, Kentucky Area Details
Lisa M. Lopp's UBS Wealth Management Experience 1991 - August 2014
Job Multifamily Project Manager
Industry Environmental Services
Experience
Protect Environmental   March 2015 - Present
UBS Wealth Management   1991 - August 2014

Skills
Wealth Management, Investments, Portfolio Management, Mutual Funds, Series 7, Equities, Securities, Financial Services, Asset Management, Asset Allocation, Series 63

Education
Indiana University-Southeast

Brian Plotkin Brian Plotkin Greater Chicago Area Details
Brian Plotkin's UBS Wealth Management Experience August 2010 - January 2011
Job Assistant Coach Men's Soccer at Loyola University Chicago
Industry Sports
Experience
Loyola University Chicago  January 2013 - Present
William Blair and Company  January 2011 - November 2011
UBS Wealth Management   August 2010 - January 2011
Major League Soccer  January 2006 - June 2010

Skills
Excel, PowerPoint, Outlook, Investments, Coaching, Wealth Management, Marketing, Athletics, Microsoft Excel, Teaching, Fundraising, Sports Management, Sports, Soccer, Sports Marketing, Social Media

Education
Indiana University Bloomington   2002 — 2005
Communications

Derrien Hinton Derrien Hinton Greater Philadelphia Area Details
Derrien Hinton's UBS Wealth Management Experience June 2011 - August 2011
Job Sales Analyst at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson  January 2014 - Present
Johnson & Johnson  July 2012 - January 2014
UBS Wealth Management   June 2011 - August 2011
Tyco International  June 2010 - August 2010
The Mayor's Green Summer Job Corps   June 2009 - August 2009

Skills
Music Production, Songwriting, Data Management, Talent Management, Headcount, Trade Compliance, Compliance Audits, Organizational..., Process Improvement, Problem Solving, PowerPoint, Quality Auditing, Public Speaking, Analysis, Customer Service, Human Resources, Leadership, Recruiting, Research

Education
Howard University   2008 — 2012
BBA, Management

Ken Coates Ken Coates Indianapolis, Indiana Details
Ken Coates's UBS Wealth Management Experience March 2001 - February 2008
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors  February 2008 - Present
UBS Wealth Management   March 2001 - February 2008

Skills
Retirement Planning, Portfolio Management, Wealth Management, Finance, Banking, Financial Services, Financial Analysis, Risk Management, Mutual Funds, Investment Strategies

Education
Indiana University Bloomington   1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General

John Justin Graham John Justin Graham San Francisco, California Details
John Justin Graham's UBS Wealth Management Experience April 2012 - June 2012
Job Senior Consultant at EY
Industry Financial Services
Experience
EY  August 2013 - Present
Social Inertia  March 2013 - June 2013
Santa Clara University  May 2012 - June 2013
Riverstone Residential Group  July 2012 - August 2012
UBS Wealth Management   April 2012 - June 2012
London Capital Credit Union  November 2011 - December 2011
Cardiac Insight, Inc.   June 2011 - August 2011
YMCA of Greater Seattle  June 2010 - August 2010

Skills
Microsoft Office, Social Media, Market Research, Customer Service, Leadership, Budgeting, Yardi Property..., Wordpress, SharePoint Designer, Research, Budgets, Start-ups, Microsoft Excel

Education
Santa Clara University - Leavey School of Business   2009 — 2013
Bachelor of Science (B.S.), Finance, Entrepreneurship, Cum Laude

Imperial College London   2011 — 2011
Business and British Culture

Nagendra Kiran Kambhampati Nagendra Kiran Kambhampati Alpharetta, Georgia Details
Nagendra Kiran Kambhampati's UBS Wealth Management Experience April 2013 - September 2013
Job Informatica Administrator at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard  October 2013 - Present
UBS Wealth Management   April 2013 - September 2013

Skills
Informatica, Data Warehousing, Unix Shell Scripting, ETL, Data Modeling, Data Warehouse..., Business Intelligence, Oracle, SQL, SDLC, Data Integration, Shell Scripting, Unix, Databases, Requirements Analysis

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

Connell Pritchard Connell Pritchard New York, New York Details
Connell Pritchard's UBS Wealth Management Experience June 2012 - August 2012
Job Staff Consultant at EY
Industry Financial Services
Experience
EY  September 2015 - Present
Students Consulting for Non-Profit Organizations  November 2011 - Present
Ithaca College Investment Club   September 2011 - Present
Peer Advisors   February 2012 - Present
Adirondack Cup - Small Cap Equity Competition   October 2013 - Present
EY  June 2014 - August 2014
PineBridge Investments  January 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Oswego Lake Country Club  June 2012 - August 2012

Education
Ithaca College   2011 — 2015
Bachelor of Science (B.S.), Finance and Corporate Accounting

Lake Oswego High School   2007 — 2011

Benjamin Kerr Benjamin Kerr Glenview, Illinois Details
Benjamin Kerr's UBS Wealth Management Experience June 2012 - August 2012
Job Property Assistant at Willow Crossing at Golub & Company
Industry Marketing and Advertising
Experience
Steadfast Companies  August 2013 - Present
Optimal Properties   June 2008 - Present
UBS Wealth Management   June 2012 - August 2012
CFS Construction   May 2009 - September 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, English

Education
Illinois State University   2008 — 2013
Bachelor of Science (BS), Marketing

Eric Reiplinger Eric Reiplinger Cincinnati, Ohio Details
Eric Reiplinger's UBS Wealth Management Experience May 2011 - August 2011
Job Analyst at Fort Washington Capital Partners
Industry Investment Management
Experience
Fort Washington Capital Partners Group   February 2015 - Present
Freddie Mac  June 2012 - January 2015
UBS Wealth Management   May 2011 - August 2011

Education
Indiana University Bloomington   2008 — 2012
Economics, Finance

Will Lukang Will Lukang Greater New York City Area Details
Will Lukang's UBS Wealth Management Experience March 2012 - Present
Job IT Executive Director
Industry Investment Management
Experience
Lead Change Group   August 2012 - Present
UBS Wealth Management   March 2012 - Present
UBS Wealth Management   August 2011 - February 2012
UBS Financial Services Inc.  April 2007 - August 2011
Prudential Investments  January 2007 - April 2007
Prudential Financial  December 2003 - January 2007
Prudential Securities  April 2000 - November 2003
KPMG LLP  August 1998 - April 2000
Merrill Lynch  November 1997 - August 1998
New York City Board of Education  July 1995 - November 1997

Skills
Certified Scrum Master..., PMP, Certified Leadership..., Leadership Mentoring, Mentoring, Executive Coaching, Coaching, System Design, Systems Analysis, Data Modeling, Team Building, Idea Generation, Process Improvement, Leading Change, Agile Coach, Agile Methodologies, Leadership Development, Business, Testing, SDLC, PMO, Visio, DB2, COBOL, Vendor Management, Software Development, Business Analysis, Program Management, Access, Leadership, Databases, Cross-functional Team..., Management, Integration, Project Management, Strategy, Analysis, Enterprise Software, Team Leadership, Project Planning, Scrum, Business Requirements, IT Strategy, Project Portfolio..., Strategic Planning

Education
John Maxwell Team   2013 — 2013
The John C. Maxwell Certification Program, Coach, Trainer and Speaker

Seton Hall University   2006 — 2008
Master of Arts, in Strategic Communication and Leadership (MASCL)

The George Washington University   2001 — 2003
Masters Certificate, Project Management

Iona College   1998 — 2000
MBA, with Concentration in Information & Decision Technology Management

University Of Santo Tomas   1984 — 1988
Bsc, Accounting

Workplace Coach Institute Inc.
Certified Leadership Development Coach (CLDC)

PPCHA

Nilesh Parikh Nilesh Parikh Greater New York City Area Details
Nilesh Parikh's UBS Wealth Management Experience March 2013 - Present
Job Head of New Financial Advisors and Wealth Planning Analysts at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - Present
UBS Wealth Management   August 2012 - March 2013
UBS Wealth Management   August 2011 - August 2012
UBS Wealth Management   July 2009 - July 2010
UBS Wealth Management   July 2008 - July 2009
UBS  January 2008 - July 2008
UBS Wealth Management   July 2006 - January 2008

Skills
Project Planning, Project Implementation, Business Analysis, Strategic Planning, Strategic Analysis, Corporate Strategy..., Wealth Management, Financial Modeling, Analysis, Risk Management, Financial Services, Management, Strategy

Education
INSEAD
MBA

University of Pennsylvania - The Wharton School
MBA

University of Miami
BBA

Luke Pacold Luke Pacold Greater Chicago Area Details
Luke Pacold's UBS Wealth Management Experience June 2010 - August 2010
Job MBA Candidate, Class of 2017 at Chicago Booth
Industry Financial Services
Experience
Avant  November 2013 - Present
BMO Capital Markets  July 2011 - October 2013
UBS Wealth Management   June 2010 - August 2010
Indiana University Bloomington  September 2009 - December 2009

Skills
Corporate Finance, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Office 2010, Asset Allocation, Securities, Investment Strategies, Investment Management, Analytics, Microsoft Excel, Data Analysis, Microsoft Office, Mutual Funds, Microsoft Office 2010

Education
The University of Chicago Booth School of Business   2015 — 2017
Master of Business Administration (MBA)

Indiana University Bloomington   2007 — 2011
B.A., Economics, Latin

Saint Ignatius College Prep   2003 — 2007

haixu shen haixu shen Bloomington, Indiana Area Details
haixu shen's UBS Wealth Management Experience July 2013 - August 2013
Job Student in Kelley School of Business, Indiana University
Industry Accounting
Experience
UBS Wealth Management   July 2013 - August 2013
Deloitte  May 2013 - June 2013
KPMG China  March 2013 - March 2013
Zhongshan Tsuihang New District Administrative Committee (Municipal Bureau of Investment Promotion)   December 2012 - February 2013
Middle Way House  September 2012 - December 2012
Beta Alpha Psi-Kelley School of Business   December 2011 - December 2012
180 Degrees Consulting  August 2011 - December 2012
CITIC Securities  July 2012 - August 2012
PricewaterhouseCoopers LLP  December 2011 - January 2012
Bauhinia Foundation Research   August 2011 - August 2011

Skills
Strategy, Financial Modeling, International Travel, Management, Program Management, Financial Analysis, English, Nonprofits, Intellectually Curious, Marketing, Microsoft Excel, Mandarin

Education
Indiana University - Kelley School of Business   2010 — 2014
Bachelor's degree, Accounting and Finance, 3.7

Valley Forge Military Academy

Susom Ghosh Susom Ghosh New York, New York Details
Susom Ghosh's UBS Wealth Management Experience January 2009 - May 2009
Job RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets  July 2010 - Present
Lapides Asset Management LLC   August 2009 - May 2010
UBS Wealth Management   January 2009 - May 2009
Iona College  September 2008 - May 2009

Skills
Bloomberg, Economics, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Equities, Data Analysis, Investments, Fixed Income, Econometrics, Microsoft Word, Statistics, Risk Management, Outlook, Portfolio Management, Leadership

Education
William E. Simon School of Business   2014 — 2015
Master's Degree, Finance, General

Iona College   2006 — 2010
Bachelor of Science, Economics

Iona College   2006 — 2010
Bachelor of Arts, International Studies

Jonathan Grum Jonathan Grum Chicago, Illinois Details
Jonathan Grum's UBS Wealth Management Experience June 2011 - July 2012
Job Valuation Services at McGladrey
Industry Financial Services
Experience
McGladrey  January 2013 - Present
Illinois Wesleyan University  August 2012 - December 2012
UBS Wealth Management   June 2011 - July 2012

Skills
Microsoft Excel, Customer Service, Finance, Investments, Business Planning, Research, Financial Reporting, Financial Analysis, Microsoft Office, Time Management, Leadership, Teamwork, Valuation

Education
Illinois Wesleyan University   2009 — 2012
Bachelor of Science (BS), Business Administration

CFA Institute

Ryan Browne Ryan Browne Arlington, Virginia Details
Ryan Browne's UBS Wealth Management Experience June 2012 - August 2012
Job SLED Account Representative at Carahsoft Technology Corp.
Industry Information Technology and Services
Experience
Carahsoft Technology Corp.  June 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc.   May 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, HTML, Public Speaking, Teamwork, Access, Outlook, Social Networking, Event Planning

Education
James Madison University   2010 — 2014
Bachelor of Business Administration (BBA), Economics

Johnetta Noel-Robinson Johnetta Noel-Robinson Greater Nashville Area Details
Johnetta Noel-Robinson's UBS Wealth Management Experience November 2010 - October 2012
Job Category ManagerTires at Bridgestone Americas (GCR)
Industry Automotive
Experience
Bridgestone  November 2014 - Present
Mapco Express  October 2012 - October 2014
UBS Wealth Management   November 2010 - October 2012
Wells Fargo  August 2010 - November 2010
Dell  June 2007 - May 2009

Skills
Forecasting, Financial Analysis, Research, Process Improvement, Microsoft Excel, Data Analysis, Analysis, Budgets, Accounting, Access, Inventory Management, Management, Sales, Business Planning, Pricing, Sales Operations, Sales Management

Education
Middle Tennessee State University   2010 — 2012
Master of Business Administration (M.B.A.), Finance

Indiana University Bloomington   2002 — 2007
Bachelor of Science (B.S.), Business Management/Finance

spoorthy kanakamedala spoorthy kanakamedala Greater Boston Area Details
spoorthy kanakamedala's UBS Wealth Management Experience January 2012 - June 2015
Job Senior Software Engineer at Aon Inpoint
Industry Information Technology and Services
Experience
Aon Inpoint  June 2015 - Present
UBS Wealth Management   January 2012 - June 2015
iTB Holdings Inc.   September 2011 - December 2011
New York University  August 2010 - December 2011
UBS Investment Bank  June 2011 - August 2011
Digital Assembly   October 2010 - June 2011
IBM Global Business Services  May 2008 - July 2010
Municipal Corporation of Hyderabad   January 2008 - April 2008

Skills
Business Analysis, Business Intelligence, Reporting & Analysis, Data Analysis, Software Project..., Agile Project Management, Agile Methodologies, SDLC, Requirements Analysis, Databases, SQL, XML, Microsoft Office, Eclipse, Java Enterprise Edition, JavaScript, Software Development, HTML, Oracle, UML, Spring, Spring Framework, Jasper Reports, JUnit, JSP, Maven, Struts, Testing, Java, Web Development

Education
New York University   2010 — 2011
Masters, Computer Science

Jawaharlal Nehru Technological University   2004 — 2008
Bachelor of Technology, Computer Science & Information Technology

S.F.S School   1997 — 2002
High School, High School/Secondary Diplomas and Certificates

Chandra Yandrapati, PMP®, ITIL® V3 Chandra Yandrapati, PMP®, ITIL® V3 Los Angeles, California Details
Chandra Yandrapati, PMP®, ITIL® V3's UBS Wealth Management Experience October 2011 - June 2012
Job HP Exstream and Data Migration Architect at Capgemini
Industry Information Technology and Services
Experience
Capgemini  November 2013 - Present
Cognizant Technology Solutions  January 2013 - November 2013
Blue Cross and Blue Shield of Minnesota  January 2013 - November 2013
Fidelity Investments  June 2012 - December 2012
UBS Wealth Management   October 2011 - June 2012
Broadridge Financial Solutions  November 2011 - April 2012
Macrosoft Inc  June 2010 - October 2011
Polaris Financial Technology Limited  July 2008 - June 2010
Satyam Computer services Limited  April 2006 - March 2008
IBM Global Services  August 2003 - April 2006

Skills
Project Management, IBM Mainframe, HP Dialogue, Change Management, Quality Management, Knowledge Transfer, People Management, SQL Server Management..., HP Exstream Dialogue..., process improvement, Process Optimization, ECM Architecture, Architecture, Process Improvement, Mainframe, Custom Statement..., HP Exstream Version..., Gap Analysis, Management, MS Project, SQL, PMO, Oracle, VSAM, Integration, SDLC, Business Analysis, Requirements Analysis

Education
PMI   2011 — 2011
PMP, Project Management

Jawaharlal Nehru Technological University   1999 — 2003
B Tech, Mechnical Engineering

Laura Poling Laura Poling Greater New York City Area Details
Laura Poling's UBS Wealth Management Experience June 2012 - Present
Job Director, Business Manager, Relationship & Regional Marketing at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2012 - Present
Morgan Stanley Smith Barney  2009 - 2011
Citi Smith Barney  2007 - 2009
Citi Smith Barney  1998 - 2007

Skills
•Strategic Planning..., •Vendor Contracting..., •Project Management..., Staff Development, Employee Training, Operating Budgets, Business Development, Contract Negotiation, Financial Analysis, Leadership, Management, Operations Management, Strategy, Team Building, Training, Program Management, Project Management, Strategic Planning

Education
Indiana University - Kelley School of Business
B.S., Business, Marketing

Roberta Hurst Roberta Hurst Seattle, Washington Details
Roberta Hurst's UBS Wealth Management Experience 2005 - 2007
Job Senior Vice President at KeyBank Corp
Industry Investment Banking
Experience
KeyBank Corp   February 2013 - Present
Moss Adams Capital LLC  April 2011 - January 2013
UBS Wealth Management   2005 - 2007
Punk Ziegel   1999 - 2001
Morgan Stanley Dean Witter  1989 - 1999
Robertson Stephens & Co  1993 - 1995

Skills
Corporate Finance, Investment Banking, Management, Private Equity, Strategy, Financial Analysis, Mergers & Acquisitions, Valuation, Equities, Mergers, Financial Modeling, Venture Capital, Due Diligence, Debt & Equity Financing, Capital Markets

Education
Indiana University Bloomington   1984 — 1989

National University of Singapore   1988 — 1988

Peking University   1987 — 1988

Sergio Montaner Sergio Montaner Miami, Florida Details
Sergio Montaner's UBS Wealth Management Experience 1999 - 2007
Job Managing Partner at MCA
Industry Investment Banking
Experience
MCA Partners   April 2009 - Present
Bank of America Merrill Lynch  December 2007 - January 2009
UBS Wealth Management   1999 - 2007
Merrill Lynch  1998 - 1999
Coopers & Lybrand  1998 - 1998
The World Bank  1997 - 1997

Skills
Mergers & Acquisitions, Corporate Finance, Restructuring, Start-ups, Strategic Financial..., Joint Ventures, Real Estate, Financial Advisory, Investments, Equities, Investment Banking, Portfolio Management, Asset Management, Wealth Management, Fixed Income

Education
Universitat de Barcelona   2012 — 2019
ADE, CDES Abat Oliba, San Pablo CEU

IESE Business School - University of Navarra   2008 — 2009
PDG, Advance Management Program

   2001 — 2003
EMBA, Corporate Finance

The University of Chicago

Raymond Magnani Raymond Magnani Greater New York City Area Details
Raymond Magnani's UBS Wealth Management Experience November 2000 - August 2008
Job Licensed Real Estate Salesperson at Houlihan Lawrence Inc.
Industry Real Estate
Experience
Houlihan Lawrence  January 2009 - Present
UBS Wealth Management   November 2000 - August 2008
Merrill Lynch  July 1994 - August 2000

Skills
First Time Home Buyers, Real Estate, Real Estate Sales, Real Estate Negotiating, Financial Analysis, Marketing, Short sales and..., Investment Properties, Sales, Residential Homes, Condos, Sellers, Real Estate Transactions, New Homes, Buyer Representation, Management, Negotiation, Short Sales, New Home Sales, SFR, Referrals, Rentals, CRM, Investments, Banking, Selling, Finance, Buyers, Relocation, Luxury, Real Property, Single Family Homes, Property, Investors, Townhomes, Listings, ABR, Move Up Buyers, Foreclosures, Listing Homes, Seller Representation

Education
Iona College   1977 — 1979
MBA, Organizational Behavior

Iona College   1966 — 1970
BBA, Marketing

Melissa Murphy Pavone, CFP® Melissa Murphy Pavone, CFP® Greater New York City Area Details
Melissa Murphy Pavone, CFP®'s UBS Wealth Management Experience September 2007 - December 2013
Job Associate Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   December 2013 - Present
UBS Wealth Management   September 2007 - December 2013
Citi  February 2007 - September 2007
Northwestern Mutual  June 2006 - January 2007

Education
James Madison University - College of Business   2002 — 2006
BBA, Finance

Luiz Cigagna Luiz Cigagna Orlando, Florida Details
Luiz Cigagna's UBS Wealth Management Experience June 2002 - December 2002
Job Chief Project Manager
Industry Architecture & Planning
Experience
KCC designs   January 2014 - Present
Dream Factory Productions, Inc.   September 2009 - Present
WFY Consulting   September 2008 - August 2009
Banc of America Investments  May 2005 - August 2008
Company of Rhymes and Proses   January 2003 - April 2005
UBS Wealth Management   June 2002 - December 2002

Skills
Project Management, Project Planning, Financial Analysis, Accounting, International Business, Portuguese native, Fluent English, Spanish-speaking, Brand Development, Business Development, Contract Negotiation, Customer Service, Finance

Education
Ibmec   2003 — 2005
MBA, Finance

Skill Soft   2008 — 2009
Project management, Project Management

Skill Soft   2008 — 2008
Certificate, Advanced Business Finance

Valencia College   1998 — 2002
AS, Film

Raymond Richey Raymond Richey Indianapolis, Indiana Area Details
Raymond Richey's UBS Wealth Management Experience July 2000 - August 2008
Job Owner, Rich Retirement Solutions LLC
Industry Financial Services
Experience
Rich Retirement Solutions LLC   September 2008 - Present
UBS Wealth Management   July 2000 - August 2008
Paine Webber  May 1994 - July 2000
Dean Witter Reynolds  April 1984 - May 1994

Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Management Consulting, Sales Management, Team Building, Management, Business Development

Education
Indiana University Bloomington   1966 — 1970
Business Administration and Management, General

Austin Peay State University
Computer Programming

Aubry Hoffman Aubry Hoffman Boulder, Colorado Details
Aubry Hoffman's UBS Wealth Management Experience April 2008 - April 2009
Job Teen Health Coach at Teen Health Coach
Industry Health, Wellness and Fitness
Experience
Teen Health Coach   September 2014 - Present
the mama 'hood   June 2014 - Present
Bell Yoga Studio   June 2012 - December 2012
Highwoods Properties  July 2011 - December 2012
Kansas City Health Coach   July 2009 - September 2011
Nielsen TV Ratings  October 2007 - February 2010
UBS Wealth Management   April 2008 - April 2009
Reader Digest: Books Are Fun   2005 - 2006

Skills
Event Planning, PowerPoint, Sales, Customer Service, Public Speaking, Marketing, Coaching, Microsoft Excel, Microsoft Office, Microsoft Word, Holistic Health, Event Management

Education
John Brown University   2000 — 2004
Bachelor, Broadcasting

Institute of Integrative Nutrition   2006 — 2007
HHC, nutrition

Ted Gladish Ted Gladish Scottsdale, Arizona Details
Ted Gladish's UBS Wealth Management Experience May 1999 - August 1999
Job Vice President Finance, Marketing & Operations at IGT
Industry Renewables & Environment
Experience
IGT - Innovative Green Technologies  June 2011 - Present
Heart In Your Hand, LLC   February 2011 - Present
Capital Advisors  October 2008 - October 2010
Itau-Unibanco  February 2008 - September 2008
Protiviti  August 2005 - September 2007
ExxonMobil  June 2004 - June 2005
ProFund International   March 2003 - September 2003
J.P. Morgan   June 1999 - June 2002
UBS Wealth Management   May 1999 - August 1999

Skills
Strategic Planning, Process Improvement, Business Development, Project Management, Risk Management, Leadership, Matrix Management, Business Analysis, Management Consulting, Valuation, Financial Modeling, Investments, Analysis, Competitive Analysis, Finance, Venture Capital, Investment Banking, Forecasting, Marketing, Mergers & Acquisitions, Managerial Finance, Strategy, Project Planning, Entrepreneurship, Due Diligence, Executive Management, Start-ups, Corporate Finance, Private Equity, Financial Analysis, International Business, Business Planning, Strategic Partnerships, Restructuring, Business Strategy, Acquisition Integration, P&L Management, Cross-functional Team..., Strategic Financial..., Financial Planning

Education
University of South Carolina - The Moore School of Business   2002 — 2004
MBA, International Finance, Spanish

Pontificia Universidad Católica de Chile   2003 — 2003
MBA, International Business

Tecnológico de Monterrey   2003 — 2003

Indiana University Bloomington   1994 — 1998
B.A. Finance, Finance, International Business, Spanish

Universidad de Sevilla   1997 — 1997
Spanish

Vineela Potula Vineela Potula New York, New York Details
Vineela Potula's UBS Wealth Management Experience August 2011 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
UBS Wealth Management   August 2011 - Present
NAVTEQ  October 2010 - July 2011
Infosys Technologies Ltd  November 2006 - March 2010

Skills
Eclipse, Tomcat, XML, Java Enterprise Edition, Subversion, Web Services, Oracle, Spring, JSP, SQL, Struts, Agile Methodologies, Java

Education
Jawaharlal Nehru Technological University   2002 — 2006
Bachelor of Technology, Electronics and Communication Engineering

Prateek Nagaich, FRM Prateek Nagaich, FRM Greater Chicago Area Details
Prateek Nagaich, FRM's UBS Wealth Management Experience September 2010 - November 2010
Job Sr. Credit Policy & Risk Analyst at HSBC
Industry Financial Services
Experience
HSBC  August 2015 - Present
HSBC  May 2012 - July 2015
Bourbon Financial Management, LLC Link http://www.bourbonfm.com/   February 2011 - April 2011
Stuart Investments (Student's Club at Illinois Institute of Technology)   August 2010 - April 2011
UBS Wealth Management   September 2010 - November 2010
American Medical Association Alliance  October 2009 - December 2009

Skills
Capital Markets Research, Risk Analysis, Great People Skills, Programming, Equity Research, Financial Modeling, VBA, Statistical Modeling, Equity Derivatives, Financial Markets, SAS, Equity Valuation, Financial Statement..., Quantitative Finance, Risk Management, Quantitative Analytics, Management, Fixed Income, Basel II, Financial Risk, Mutual Funds, Wealth Management, Bloomberg Terminal, Economics, Technical Analysis, Derivatives, Equities, Valuation, Investments, VAR, Market Risk, Credit Risk, Matlab, Finance, Operational Risk, Analytics, Time Series Analysis

Education
Illinois Institute of Technology   2009 — 2011
M.S., Finance

Maharshi Dayanand University   2004 — 2008
Bachelor of Engineering, Electronics & Communication

Song Yi Chang Song Yi Chang Greater New York City Area Details
Song Yi Chang's UBS Wealth Management Experience January 2010 - January 2010
Job Market Research Associate at Chongro Overseas Co. Ltd
Industry Education Management
Experience
Chongro Overseas Co. Ltd.   April 2011 - Present
Lucky Medical Company   June 2008 - Present
The Korea Society  March 2011 - April 2011
Time Warner Cable  August 2010 - March 2011
Hollins University  March 2009 - May 2010
Hollins University  February 2009 - May 2010
UBS Wealth Management   January 2010 - January 2010
Camp Friendship  June 2009 - August 2009
Cherish Our Children International  January 2009 - January 2009

Skills
Fundraising, Event Planning, Research, Marketing, Leadership, Program Management, Market Research, Microsoft Excel, Customer Service, Social Media, Analysis, Alumni Relations, Microsoft Office, Advertising

Education
Hollins University   2006 — 2010
BA, International Business, Economics

Wakefield Country Day School   2002 — 2006

James Percifield James Percifield Greater Chicago Area Details
James Percifield's UBS Wealth Management Experience November 2008 - November 2014
Job Managing Director Investments, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2014 - Present
UBS Wealth Management   November 2008 - November 2014
Merrill Lynch  1994 - November 2008

Education
Indiana University-Northwest   1985 — 1989
BS, Accounting

Robert Namar Robert Namar Greater New York City Area Details
Robert Namar's UBS Wealth Management Experience October 2007 - May 2009
Job Editor: Consulting Content Developer, Digital Marketing and Social Media Strategist for Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management  January 2011 - Present
NAMARKETER.com   May 2010 - Present
eFinancialCareers  June 2011 - January 2013
Deloitte & Touche  December 2010 - October 2011
Clark Consulting  June 2009 - March 2011
UBS Wealth Management   October 2007 - May 2009
Merrill Lynch  June 1999 - September 2007
Merrill Lynch  1999 - 2001
The Lunar Group   1997 - 1999
DoubleClick, Inc.   1994 - 1996

Skills
Online Marketing, Public Relations, Advertising, Promotions, Publications, Direct Mail, Corporate Communications, Writing, Blogging, Social Media, Marketing Communications, Marketing Strategy, Event Management, Internal Communications, Strategic Communications, Baseball, Copywriting, Social Media Marketing, Brand Development, Digital Marketing, Editing, Email Marketing, Integrated Marketing, B2B, Public Speaking, Social Networking, Event Planning, Content Management, Content Development, Non-profits, Press Releases, Newsletters, Thought Leadership, Content Strategy, Management, Web Content, Marketing, Leadership, Editorial, Magazines, Strategy, Digital Strategy, Media Relations, Digital Media, Direct Marketing, Copy Editing, Multimedia, Content Marketing, New Media, SEO

Education
The University of Texas at Austin   1981 — 1983
Secondary Ed., Teaching of English

Hope College   1974 — 1978
B.A., Communication

Morristown-Beard School
Burns Trophy recepient

Folarin Onibiyo Folarin Onibiyo Weehawken, New Jersey Details
Folarin Onibiyo's UBS Wealth Management Experience August 2013 - Present
Job Technology Analyst at UBS Wealth Management
Industry Computer Software
Experience
UBS Wealth Management   August 2013 - Present
UBS Wealth Management   June 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Program Management, C++, MySQL, Ruby on Rails, CSS, Linux, PowerPoint, Eclipse, Software Project..., Research, Databases, MS Project, Quality Assurance, HTML, Microsoft Office, Unix, JavaScript, SQL, Visio, Programming

Education
Howard University   2008 — 2012
B.S., Computer science

Todd A. Cowan, CFP®, CIMA®, CPWA® Todd A. Cowan, CFP®, CIMA®, CPWA® New York, New York Details
Todd A. Cowan, CFP®, CIMA®, CPWA®'s UBS Wealth Management Experience November 2011 - August 2014
Job Senior Director Oppenheimer Asset Management
Industry Financial Services
Experience
UBS Wealth Management   November 2011 - August 2014
UBS Wealth Management   October 2009 - November 2011
UBS Wealth Management   February 2007 - October 2009
UBS Wealth Management   October 2004 - February 2007
Smith Barney  January 2000 - March 2004
Indiana Blast   April 1998 - January 2000

Skills
Series 7, Series 8, Series 63, Series 65, Series 3, Certified Financial..., Financial Planning, Wealth Management, Certified Private..., High Net Worth..., Life & Health Insurance..., Retirement Planning, Investment Management, Estate Planning, Life Insurance, College Education..., Asset Protection, Certified Investment..., Asset Allocation, Investment Advisory, Investments, Mutual Funds, Alternative Investments, Portfolio Management, Securities, Equities, Asset Management, Finance, Sales Management, Financial Services, Financial Advisory, Wealth Management..., Zephyr Style Advisor, PSN Analytics, Analytics, MPI Stylus Analytics, Bloomberg, Strategy, Insurance, Retirement, Sales, Relationship Management, Leadership, Management, Business Development, Business Planning, Coaching, Marketing Strategy

Education
Indiana University-Purdue University at Indianapolis   1996 — 1997
Bachelor of General Studies, Secondary Education and Teaching

Indiana University Bloomington   1993 — 1996
Secondary Education and Teaching

Joshua Lavorato Joshua Lavorato Greater New York City Area Details
Joshua Lavorato's UBS Wealth Management Experience June 2011 - August 2011
Job Sales and Trading Summer Analyst at Barclays
Industry Investment Management
Experience
Barclays  June 2013 - August 2013
International Strategy & Investment Group   May 2013 - June 2013
Indiana University Athletics  August 2012 - May 2013
Investment Management Workshop   April 2012 - April 2013
UBS Wealth Management   June 2011 - August 2011

Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Analysis, Investments

Education
Indiana University - Kelley School of Business   2011 — 2013
Bachelor of Science (BS), Finance

Marist College   2009 — 2011
Bachelor of Science (BS), Accounting and Finance

Andrew Takahashi Andrew Takahashi Greater Boston Area Details
Andrew Takahashi's UBS Wealth Management Experience May 2007 - August 2007
Job Community Management Associate at uTest
Industry Marketing and Advertising
Experience
Applause  January 2014 - Present
Side.cr (SideCar)   March 2013 - August 2013
Vita Coco  August 2010 - March 2013
Switch  May 2009 - August 2010
Oakley Spa   September 2008 - August 2010
Indiana University Foundation  March 2007 - August 2008
Indiana University Bloomington  January 2008 - April 2008
UBS Wealth Management   May 2007 - August 2007

Skills
Social Media, Management, Marketing, Leadership, Facebook, Sales, Microsoft Office, Social Media Marketing, Email Marketing, Blogging, Beekeeping, Urban Agriculture, Budgets, Event Planning, Skype, Analytics, Financial Analysis, Account Management, Bloomberg, Event Management, Editing, Social Networking, Microsoft Excel, Start-ups, Marketing Strategy

Education
Indiana University Bloomington   2004 — 2008
Bachelor of Arts, Economics, Small Business Management, Entrepreneurship, Comparative Literature

Christof Buri Christof Buri Liechtenstein area Details
Christof Buri's UBS Wealth Management Experience 2002 - June 2005
Job Head Marketing & Communications bei LGT Group Foundation
Industry Financial Services
Experience
LGT Group Foundation   February 2007 - Present
LINK Group   July 2005 - December 2006
UBS Wealth Management   2002 - June 2005

Skills
Marketing Communications, Advertising, Sponsorship Programs, Online Marketing, Marketing Strategy, Market Research, Marketing Management, Social Media Marketing, Cross-functional Team..., Management, Wealth Management, Private Banking, Asset Management, Change Management, Crisis Communications, Reputation Management, Strategic Communications, Internal Communications, Media Relations, Corporate Communications, Marketingkommunikation, Marketingstrategie, Werbung, Unternehmenskommunikatio..., Assetmanagement, Unternehmensführung

Education
IMD (International Institute for Management Development) - Business Programs   1999 — 2000
Master of Business Administration (MBA), Executive MBA

University of Zurich   1982 — 1988
Master of Arts (M.A.), Political Science, History, English Literature

Tito Sarmiento Tito Sarmiento North Bergen, New Jersey Details
Tito Sarmiento's UBS Wealth Management Experience September 1998 - Present
Job AV Technicial at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 1998 - Present
PaineWebber  August 1988 - September 1998
AV Tech Inc.   February 1983 - July 1988

Skills
AV, Audio Visual Technicial, Integration, System Design, Troubleshooting, Product Marketing, Automation, Technical Support, Software Installation, Sound, Event Management, Corporate Events, Electronics, Video, Unified Communications, Event Planning, Production Managment, Project Management, Production Management, Strategic Planning

Education
Hudson County Community College
Electrical and Electronics Engineering

David Meyerson meyerson.david@gmail.com David Meyerson meyerson.david@gmail.com Greater New York City Area Details
David Meyerson meyerson.david@gmail.com's UBS Wealth Management Experience January 2006 - June 2008
Job Institutional sales
Industry Information Technology and Services
Experience
FactSet Streetaccount   November 2013 - Present
Freelance Writer  2013 - 2014
Code Red Inc   June 2008 - November 2013
UBS Wealth Management   January 2006 - June 2008
Maxim Group  June 2005 - December 2005

Skills
Investments, Financial Services, Portfolio Management, Sales, Marketing, CRM, Salesforce.com, Sales Management, Marketing Strategy, Management, Market Research, Finance, Digital Marketing, Business Development, Leadership, Account Management, Risk Management, Online Advertising, Selling, Sales Presentations, Analysis, Start-ups, Sales Process

Education
Indiana University Bloomington   2000 — 2004
Bachelor of Science, Business and Management

Indiana University Bloomington

Patrick Hayn Patrick Hayn Chicago, Illinois Details
Patrick Hayn's UBS Wealth Management Experience September 2012 - Present
Job Branch Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management   September 2012 - Present

Skills
Financial Analysis

Education
Illinois Wesleyan University   2008 — 2012
Bachelor of Arts (B.A.), Marketing

Marcus Epprecht Marcus Epprecht New York, New York Details
Marcus Epprecht's UBS Wealth Management Experience April 2007 - October 2011
Job Senior Advisor and Managing Partner of New York Office at Parkview US LLC
Industry Financial Services
Experience
Parkview  January 2012 - Present
UBS Wealth Management   April 2007 - October 2011
UBS  March 2004 - April 2007
UBS  June 1999 - March 2004
SBC / UBS AG   July 1995 - June 1999

Skills
Wealth Management, Equities, Private Banking, Investments, Investment Banking, Wealth Management..., Financial Services, Structured Products, Fixed Income, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Financial Advisory, Investment Advisory, Emerging Markets, Securities, Financial Markets, Portfolio Management, Asset Management, Strategy, Valuation, Equity Derivatives, ETFs, Capital Markets, Derivatives, Financial Risk, Investment Strategies, Bloomberg, Mutual Funds, Bonds, Options, Brazilian Portuguese, Investment Management, High Net Worth..., Series 66, Series 7, Swiss German, Asset Managment, Trading, Uniform Combined State..., Relationship Management, Manage Client..., Long-term Customer..., Private Equity, FX Options, Build Strong..., German, Trading Systems

Education
IMD (International Institute for Management Development) - Business Programs   2007 — 2007
Business Program, Perfecting the Client Experience, Passed / Completed

Zurich Business School (Kaufmännischer Verein Zürich - KVZ)   1985 — 1988
Bachelors, Economics

Yuri Dedulin Yuri Dedulin New York, New York Details
Yuri Dedulin's UBS Wealth Management Experience April 2011 - September 2011
Job Business Analyst at Cleary Gottlieb Steen & Hamilton LLP
Industry Information Technology and Services
Experience
Cleary Gottlieb Steen & Hamilton LLP  January 2013 - Present
GE Energy Financial Services  November 2011 - December 2012
UBS Wealth Management   April 2011 - September 2011
Berkadia Commercial Mortgage LLC (GMAC Commercial Mortgage)   October 2005 - November 2010
Prudential Financial  May 2000 - August 2005
Washington Mortgage Financial Group   May 1997 - May 2000

Skills
Information Technology, Process Improvement, Business Requirements, Systems Analysis, Agile Methodologies, Quality Assurance, Financial Systems, PMO, MS Project, SQL, UML and Data Flow..., Software Development..., MS Office Suite, Requirements Analysis, Gathering requirements, System Testing, User Interface Design, User Acceptance Testing, Change Management, Business Process, Business Analysis, IT Management, Microsoft Office, Data Analysis, SDLC, Business Objects, Data Warehousing, Disaster Recovery, IT Strategy, Project Management, Microsoft SQL Server, Integration, Software Development, Business Intelligence, Software Documentation, Six Sigma, Analysis, SharePoint, Testing, Software Project..., Vendor Management, Business Process..., ERP, Program Management, PMP, Visio, Databases, Cross-functional Team..., Database Design, Portfolio Management

Education
Saint Petersburg University of Information Technologies, Mechanics and Optics, Russia
Master of Science (M.S.), Physics, Computer Science, Optical Information Systems and Technologies

Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO)
Master's degree, Optical-Electronic Measurement-Information and Tracing Instruments and Systems

Scott Medalen Scott Medalen Indianapolis, Indiana Details
Scott Medalen's UBS Wealth Management Experience July 1995 - June 2007
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  July 2007 - Present
UBS Wealth Management   July 1995 - June 2007
OLDE Stockbrokers  June 1994 - June 1995

Education
Indiana University - Kelley School of Business   1990 — 1994
1994, Finance

Indiana University Bloomington   1990 — 1994
B.S., Finance Major, Econ Minor

Tom Boesen Tom Boesen Indianapolis, Indiana Details
Tom Boesen's UBS Wealth Management Experience March 2003 - August 2013
Job Chief Operating Officer at American Alternative Investments
Industry Investment Management
Experience
American Alternative Investments   October 2015 - Present
Boesen Capital Advisors, LLC   August 2014 - October 2015
Capital Group  September 2014 - April 2015
UBS Wealth Management   March 2003 - August 2013
Prudential Securities  August 1992 - March 2003
Source Finance  1988 - 1992
Westinghouse Electric Company  1985 - 1988
Arthur Andersen & Co  1982 - 1985
United States Air Force  August 1976 - May 1982

Skills
Wealth Management, Leadership, Recruiting, Business Development, Coaching, Complex Management, Branch Management, The Art of Wow, Private Wealth, Sales Management, Asset Allocation, Asset Management, Family Office, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Personal Financial..., Life Settlements, Private Equity, Hedge Funds, Investments, Investment Management, Risk Management, Fixed Income, FINRA, Series 3, Series 7, Series 8, Series 63, Series 65

Education
Illinois State University   1980 — 1982
BS, Accounting

Daniel Axelson Daniel Axelson Greater Boston Area Details
Daniel Axelson's UBS Wealth Management Experience August 2006 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2006 - Present
Merrill Lynch  1994 - 2006

Skills
Portfolio Management, Investments, Series 7, Wealth Management, Asset Management, Asset Allocation

Education
Plymouth State University   1978 — 1983
BS Business Administration

International School of Brussels   1975 — 1978

Emily Rittberg Emily Rittberg Greater New York City Area Details
Emily Rittberg's UBS Wealth Management Experience May 2014 - Present
Job Director, Distribution and Strategy Group, Investment Solutions
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
UBS Wealth Management   December 2010 - May 2014
UBS Wealth Management   April 2007 - December 2010
UBS Wealth Management   April 2005 - April 2007
Deutsche Bank  February 2002 - April 2005
Lehman Brothers  July 2000 - February 2002

Skills
Hedge Funds, Series 7, Alternative Investments, Equities, Wealth Management, Fixed Income, Series 63, Asset Managment, Capital Markets, Investments

Education
Indiana University - Kelley School of Business   1996 — 2000
BS, Finance

Wesley McKeown Wesley McKeown Cincinnati Area Details
Wesley McKeown's UBS Wealth Management Experience June 2010 - August 2010
Job Account Analyst at Medpace Inc.
Industry Pharmaceuticals
Experience
Medpace  December 2013 - Present
Ernst & Young  October 2011 - December 2013
UBS Wealth Management   June 2010 - August 2010
Franklin Financial  July 2008 - August 2008
Rotex Inc   May 2008 - June 2008
Dick's Sporting Goods  May 2007 - August 2007

Skills
Accounting, Financial Analysis, Microsoft Excel, Auditing, Sales, Financial Reporting, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Modeling, Forecasting, Financial Accounting, Budgets

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Business; Accounting/Finance Major

St. Xavier High School   2003 — 2007
College Prepatory, College Prepatory

William Smolter William Smolter Knoxville, Tennessee Area Details
William Smolter's UBS Wealth Management Experience May 2008 - October 2009
Job Senior Program Manager at Tennessee Valley Authority
Industry Utilities
Experience
Tennessee Valley Authority  April 2011 - Present
LeTourneau University  July 2010 - Present
US Navy Reserve  October 2008 - Present
W C Smolter Consulting   April 2010 - April 2011
Stifel Nicolaus  October 2009 - April 2010
UBS Wealth Management   May 2008 - October 2009
US Navy  November 2006 - October 2008
US Navy  October 2004 - October 2006
US Navy  2000 - 2004
Netherland, Sewell, and Assoc., Inc.   June 1998 - June 2000

Skills
Process Improvement, Scheduling, Team Building, Problem Solving, Operations Management, Military, Process Scheduler, Navy, Security Clearance, Nuclear, DoD, National Security, Military Operations, Defense, Reactor, Engineering, Nuclear Engineering, Program Management, Operational Planning, Command, Leadership, Risk Management, Top Secret, Military Experience, Team Leadership, Analysis, Power Generation, Systems Engineering, Engineering Management, Supervisory Skills, Government, Government Contracting, Weapons, Training, Maintenance Management, Quality Assurance, Project Management

Education
Indiana University - Kelley School of Business   2006 — 2008
MBA, Business

Old Dominion University   2003 — 2006
MEM, Enginering Management

Texas A&M University   1994 — 1997
BS, Mathematics

Boyd Anderson High School   1991 — 1994
International Baccalaureate Diploma

UTSI

Kara McDonald Kara McDonald Bloomington, Indiana Details
Kara McDonald's UBS Wealth Management Experience May 2014 - August 2014
Job Student at Indiana University Bloomington Kelley School of Business and Hutton Honors College
Industry Marketing and Advertising
Experience
Indiana University Bloomington  2013 - Present
UBS Wealth Management   May 2014 - August 2014
ICE Enterprise   June 2013 - August 2013
Nehemiah Vision Ministries   2011 - 2013

Skills
Microsoft Office, Marketing Strategy, Market Research, Events Coordination, Leadership, Event Planning, Nonprofits, Marketing, Project Management, Research, Sponsorship, Social Networking, Event Management, Public Relations, Press Releases, Spanish, Facebook, Social Media Marketing, Fundraising, Data Analysis, Public Speaking, Marketing Communications, Editing, Teamwork

Education
Indiana University Bloomington   2013 — 2017

Guerin Catholic High School   2009 — 2013
International Baccalaureate

Michelle Lim Ming Zhen Michelle Lim Ming Zhen Bloomington, Indiana Details
Michelle Lim Ming Zhen's UBS Wealth Management Experience July 2013 - July 2013
Job Kelley School of Business Honors Student
Industry Capital Markets
Experience
DBS Bank  June 2015 - August 2015
ConneXionsAsia   June 2014 - August 2014
Citi  June 2014 - June 2014
UBS Wealth Management   July 2013 - July 2013
OCBC Bank  May 2013 - July 2013
Ernst & Young  February 2012 - July 2012
Singapore Youth Olympics Games OC   July 2010 - August 2010
SATS Ltd.   June 2008 - June 2008

Skills
Strategic Planning, Leadership, Public Speaking, Analytical Reasoning, Cultural Diversity, Data Modeling, Visual Basic, Data Analysis

Education
Indiana University Bloomington   2012 — 2016
Bachelor of Science (BS) in Business, Finance and Economic Consulting

St. Andrew's Junior College   2010 — 2011
GCE 'A' Levels

CHIJ St. Nicholas Girls' School   2000 — 2009
GCE 'O' Levels

Zachary Strippy Zachary Strippy Cleveland/Akron, Ohio Area Details
Zachary Strippy's UBS Wealth Management Experience June 2013 - August 2013
Job Financial Professional at AXA Advisors, The DMG Group
Industry Financial Services
Experience
AXA Advisors, The DMG Group   June 2015 - Present
PK Financial Group   May 2014 - August 2014
UBS Wealth Management   June 2013 - August 2013

Skills
Wealth Management, Investment Services, Long-Term care planning..., Retirement Planning, Education planning..., Tax-efficient investing..., Tax-deferred investment...

Education
John Carroll University   2011 — 2015
Bachelor's Degree, Finance, Economics

St. Ignatius High School   2007 — 2011

Christopher Vitulli Christopher Vitulli New York, New York Details
Christopher Vitulli's UBS Wealth Management Experience January 2008 - May 2008
Job Senior Analyst Operations and Finance at Tiffany & Company
Industry Retail
Experience
Tiffany & Company  August 2015 - Present
Gina DeCrescenzo, P.C.   December 2014 - August 2015
Hermès  August 2014 - December 2014
Bloomingdales  December 2013 - August 2014
Bloomingdales  June 2010 - December 2013
Bloomingdale's  October 2008 - May 2010
Care Pharmacy  June 2006 - October 2008
UBS Wealth Management   January 2008 - May 2008
Northwestern Mutual  August 2007 - December 2007

Skills
Internal Audit, Financial Analysis, Risk Management, Financial Reporting, Financial Risk, Highly personable, Multi Tasking, Financial Audits, Retail, Proactive self-starter, Auditing, Motivated self-starter, Goal Oriented, Income Statement, Forecasting, Budgets, Inventory Management, Leadership, P&L, Account Reconciliation, Merchandising, Finance, Customer Service, Store Management, Sales, Management, Inventory Control

Education
Iona College   2004 — 2008
BBA, Finance

Rose Mary Cosio Rose Mary Cosio New York, New York Details
Rose Mary Cosio's UBS Wealth Management Experience May 2011 - Present
Job Executive Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   May 2011 - Present
American Initiatives for Social Development   2008 - November 2011
Deutsche Bank  November 2000 - May 2011

Education
IESE Business School   2009 — 2010
Senior Executive Program, Business in Latin America

Tecnológico de Monterrey

Trang Pham Trang Pham New York, New York Details
Trang Pham's UBS Wealth Management Experience March 2011 - June 2011
Job Authorized Officer Credit Analyst Leverage Finance at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  June 2015 - Present
UBS Investment Bank  October 2014 - June 2015
UBS Investment Bank  January 2014 - October 2014
UBS Investment Bank  August 2012 - December 2013
VinaCapital  June 2011 - August 2011
SEO-IIV   June 2011 - August 2011
UBS Wealth Management   March 2011 - June 2011
Merrill Lynch  January 2011 - March 2011

Skills
Financial Modeling, Investments, Securities, Analysis, Banking, Finance, Accounting, Strategic Financial..., Financial Services, Wealth Management, Financial Risk, Asset Allocation, Research, Bonds, Financial Advisory, Bloomberg, Portfolio Management

Education
Union College   2010 — 2012
B.A., Economics and Mathematics

Illinois Wesleyan University   2008 — 2010
B.A., Business Administration and Mathematics

Jay Sutherland Jay Sutherland Satellite Beach, Florida Details
Jay Sutherland's UBS Wealth Management Experience December 2001 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Gravity Investments & Gravity Capital Partners  July 2015 - Present
Sutherland Home of Golf Tours   January 2015 - Present
Wells Fargo Advisors  2008 - 2015
UBS Wealth Management   December 2001 - November 2008

Skills
Finance, Risk Management, Investments, Portfolio Management

Education
Indiana University Bloomington   1977 — 1981
Bachelor's degree, Business Administration and Management, General

Evan Nowack, CIMA® Evan Nowack, CIMA® Bethesda, Maryland Details
Evan Nowack, CIMA®'s UBS Wealth Management Experience June 2008 - September 2011
Job Financial Advisor for High Net Worth Individuals and Entrepreneurs | COO, Director, HighTower Bethesda
Industry Financial Services
Experience
HighTower Bethesda   September 2011 - Present
UBS Wealth Management   June 2008 - September 2011
Morgan Stanley  October 2000 - May 2008

Skills
Wealth Management, Investments, Alternative Investments, Mutual Funds, Asset Allocation, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Risk Management, Estate Planning, Investment Advisory, Hedge Funds, Fixed Income, Equities, ETFs, Private Equity, Strategic Planning, Insurance, Private Wealth..., Financial Advisory, Finance, Series 7, Securities, Investment Strategies, Series 63, Investment Management, Financial Services, 401k, IRAs, Wealth, Financial Planners, Entrepreneurship, Fund Of Funds, High Net Worth..., Personal Financial..., 401k Rollovers, Bonds, Series 65, Managing Accounts

Education
University of Pennsylvania - The Wharton School   2007 — 2007
CIMA, Certified Investment Management Analyst

Indiana University - Kelley School of Business   1992 — 1996
BA, Finance

Zachary Farmer Zachary Farmer Cincinnati Area Details
Zachary Farmer's UBS Wealth Management Experience June 2015 - August 2015
Job Student at Indiana University
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - August 2015
Orchard Holdings Group   May 2014 - June 2014
Orchard Holdings Group   June 2013 - August 2013
Cintas  July 2012 - August 2012
Gilligan Oil Company  June 2011 - August 2011

Skills
Team Leadership, Leadership, Management, Organization, Accounting, Microsoft Word, Public Speaking, Teamwork, Social Media, Customer Service, PowerPoint, Microsoft Excel, Time Management, Marketing, Finance, Research, Sales

Education
Indiana University Bloomington   2012 — 2016
Bachelor’s Degree, Economics

The London School of Economics and Political Science (LSE)   2014 — 2014
Summer Program

St. Xavier High School   2008 — 2012
High School Diploma

Evan Pietras Evan Pietras Annapolis, Maryland Details
Evan Pietras's UBS Wealth Management Experience May 2014 - August 2014
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS  May 2015 - Present
UBS Wealth Management   May 2014 - August 2014
Gross, Mendelsohn & Associates, P.A.   June 2013 - August 2014
Renditions Golf Group   May 2013 - August 2013

Education
James Madison University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

St. Marys High School   2007 — 2011

Tom Lonergan Tom Lonergan Chicago, Illinois Details
Tom Lonergan's UBS Wealth Management Experience June 2010 - August 2010
Job Regional Consultant at LaSalle Investment Management
Industry Investment Management
Experience
LaSalle Investment Management  September 2015 - Present
AllianceBernstein  July 2013 - September 2015
Lord, Abbett & Co. LLC   July 2012 - July 2013
UBS Wealth Management   June 2010 - August 2010

Skills
Mutual Funds, Public Speaking, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Advisory

Education
Indiana University Bloomington   2008 — 2012
Bachelor of Science (BS), Public Finance

Universidad de Navarra   2011 — 2011
Summer Study, Public Policy Analysis

Hinsdale South HS   2004 — 2008

Marilyn Mateo Marilyn Mateo Union City, New Jersey Details
Marilyn Mateo's UBS Wealth Management Experience May 1994 - June 2010
Job Owner of Perfect Shine Cleaning
Industry Real Estate
Experience
Liberty Realty  June 2013 - Present
Perfect Shine Cleaning   2011 - Present
UBS Wealth Management   May 1994 - June 2010
UBS  May 1984 - June 2010

Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership

Education
Hudson County Community College
ServSafe Certification, Restaurant, Culinary, and Catering Management/Manager

Sitar Periasamy Sitar Periasamy Greater New York City Area Details
Sitar Periasamy's UBS Wealth Management Experience June 2005 - June 2007
Job VP Dev Manager at Barclays
Industry Information Technology and Services
Experience
Barclays Investment Bank  April 2013 - Present
Citigroup  June 2010 - April 2013
CNBC  May 2007 - May 2010
UBS Wealth Management   June 2005 - June 2007
Starwood Hotels & Resorts  June 2004 - June 2005
IBM  May 1998 - June 2004
Microland  August 1996 - May 1998

Education
Indian Institute of Science   1992 — 1996
ME, Electrical Engineering

Madurai Kamaraj University   1989 — 1992
BSc, Physics (Madura College)

Andre C Baraka Jr. Andre C Baraka Jr. Greater Chicago Area Details
Andre C Baraka Jr.'s UBS Wealth Management Experience September 2002 - December 2002
Job Financial Planner at World Financial Group
Industry Financial Services
Experience
World Financial Group  January 2010 - Present
New York Life  March 2007 - January 2010
UBS Wealth Management   September 2002 - December 2002
Hilliard Lyons  September 2001 - December 2001
Vector Marketing  May 2001 - September 2001

Skills
Licensed Life & Health..., Fixed Annuities, Insurance, Life Insurance, Investments, Employee Benefits, Retirement, Long-term Care, Estate Planning, Finance, IRAs, Sales, Financial Services, Disability Insurance, Term Life Insurance, Securities

Education
Jones International University   2004 — 2007
M.A., Business Communication

Hope College   1998 — 2002
B.A., Intercutural Communication

anil bhandari anil bhandari Greater New York City Area Details
anil bhandari's UBS Wealth Management Experience January 2015 - Present
Job Senior Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2015 - Present
Morgan Stanley Private Wealth Management  February 2000 - January 2015
Bear Stearns & Co  September 1983 - February 2000

Skills
Capital Markets, Investment Banking, Wealth Management, Investments, Management, Private Equity, Equities, Portfolio Management, Mergers & Acquisitions, Valuation, Alternative Investments, Hedge Funds, Venture Capital, Emerging Markets, Fixed Income

Education
Indian Institute of Technology, Kanpur
BTech (Mechanical Engg)

The Ohio State University
Master of Business Administration (M.B.A.), Finance & Marketing

The Ohio State University
Master of Science (MS), Industrial Engineering

Catherine Willson Catherine Willson Greater Nashville Area Details
Catherine Willson's UBS Wealth Management Experience May 2015 - Present
Job Electronic Communications Compliance Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
Altegrity  May 2012 - September 2014
KeyPoint Government Solutions  May 2009 - May 2012
Enterprise Rent-A-Car  June 2004 - January 2008

Skills
Customer Service, Physical Security, Private Investigations, Policy, Background Checks, Security Management, Investigation, Security Operations, Microsoft Office, Surveillance

Education
Illinois Wesleyan University   2000 — 2004
BA, Mathematics

Brian Mulholland Brian Mulholland Chicago, Illinois Details
Brian Mulholland's UBS Wealth Management Experience July 2008 - August 2008
Job Associate Finance Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo  August 2015 - Present
ARYZTA LLC  April 2013 - July 2015
ARYZTA LLC  July 2012 - April 2013
ARYZTA  July 2010 - July 2012
UBS Wealth Management   July 2008 - August 2008

Skills
Pricing, Financial Analysis, Business Analysis, P&L Financial Management, Financial Reporting, Budget, Strategic Sales Plans, Microsoft Excel, SAP, Communication, Sales, Analysis, Strategic Financial..., Financial Accounting, Finance, Product Development, Variance Analysis, Corporate Finance, P&L Management, Management, Budgets, Retail, Marketing, Process Improvement, Accounting, Sales Management, Cross-functional Team..., Leadership, Financial Modeling, Forecasting, Cost Accounting

Education
Indiana University Bloomington   2006 — 2010
Bachelor of Science (BS), Accounting and Finance

Melissa Tesh Melissa Tesh Bayonne, New Jersey Details
Melissa Tesh's UBS Wealth Management Experience August 2012 - September 2013
Job Audit Associate at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP  December 2013 - Present
UBS Wealth Management   August 2012 - September 2013
UBS Wealth Management of Americas   November 2010 - August 2012
EVCO Mechanical Corporation   January 2008 - November 2010

Skills
Financial Analysis, Accounting, Financial Modeling, Cash Management, Finance, GAAP, Management, Microsoft Office, US GAAP

Education
Rutgers, The State University of New Jersey-Newark   2010 — 2012
Bachelor's degree, Accounting and Finance, 3.8

Hudson County Community College   2008 — 2010
Associate of Science (A.S.), Accounting, 3.8

Jonathan Riddle Jonathan Riddle Greater New York City Area Details
Jonathan Riddle's UBS Wealth Management Experience September 2010 - December 2010
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust  May 2013 - Present
BNY Mellon  March 2013 - May 2013
BNY Mellon  August 2011 - March 2013
Winged Foot Golf Club  April 2009 - October 2011
Lincoln Financial Group  January 2011 - May 2011
UBS: Wealth Management  September 2010 - December 2010
SCS Commodities   May 2008 - August 2008
MBF Clearing Corporation  June 2006 - September 2006

Skills
Management, CRM, Access, Financial Reporting, Analysis, Accounting, Sales, Marketing, Business Development

Education
Iona College   2007 — 2011
Bachelor of Business Administration, Finance

Iona College: Hagan School of Business   2007 — 2011
Finance, BBA Business Administration; Finance

Louis Skibicki Louis Skibicki Hinsdale, Illinois Details
Louis Skibicki's UBS Wealth Management Experience May 2015 - August 2015
Job Schaffer Intern at Division of Student Affairs at Indiana University
Industry Financial Services
Experience
Division of Student Affairs at Indiana University   December 2014 - Present
UBS Wealth Management   May 2015 - August 2015
Willowbrook Corner Coalition   June 2013 - August 2013
Campus Colors  August 2012 - March 2013

Skills
Critical Thinking, Leading a Group, Efficiency, Teaching, Leadership, Social Media, Time Management, Public Speaking

Education
Indiana University - Kelley School of Business   2013 — 2017
Potential Bachelor Degree from Kelly School of Business, Finance and Accounting, Junior

Indiana University - Kelley School of Business   2013 — 2017
Bachelor of Applied Science (BASc), Accounting and Finance, 4.46

Hinsdale Central High School   2009 — 2013

John Tingue John Tingue Bloomington, Indiana Details
John Tingue's UBS Wealth Management Experience May 2014 - August 2014
Job President of Global Brigades: Microfinance Club
Industry Marketing and Advertising
Experience
MODRoto   May 2015 - August 2015
Chegg Inc.  December 2014 - January 2015
UBS Wealth Management   May 2014 - August 2014
Vanguard Archives   May 2013 - August 2013
Five Guys Enterprises  May 2011 - February 2013

Skills
Microsoft Excel, Strategic Planning, PowerPoint, Teamwork, Microfinance, Social Media, Money Management, Leadership, Microsoft Word, Accurate Data Entry, Microsoft Office, Data Entry, Communication, Facebook, Event Planning, Customer Service

Education
Indiana University Bloomington   2013 — 2017
Bachelor of Arts (B.A.), Media Management, Industry, and Policy

New Trier Township High School   2009 — 2013

Mario Adovasio Mario Adovasio Greater New York City Area Details
Mario Adovasio's UBS Wealth Management Experience October 2014 - December 2014
Job Audit Associate at PwC
Industry Accounting
Experience
Little Drunken Chef   July 2015 - September 2015
Texas de Brazil  February 2015 - May 2015
UBS Wealth Management   October 2014 - December 2014
Bartaco  June 2014 - December 2014
The Russian Lady   November 2012 - April 2014
Thomson Reuters  June 2013 - August 2013
Pier Restaurant and Tiki Bar   May 2012 - August 2012
enVious Events   June 2011 - August 2012
The Arbors   May 2011 - August 2011

Skills
Accounting, Finance, Microsoft Office, Microsoft Excel, Communication Skills, Team Leadership, Team-oriented..., Spend Analysis, PowerPoint, WebEx, Italian, Writing, Bartending, Music Industry, Entertainment Industry, Social Networking, Communication, Teamwork, Customer Service

Education
Iona College   2014 — 2015
Master of Business Administration (M.B.A.), Public Accounting, Finance, and International Business

Quinnipiac University   2010 — 2014
Bachelor's Degree, Accounting and Finance

Richmond: The American International University in Florence   2012 — 2012
Semester Abroad in Florence, Italy

Iona Preparatory School   2006 — 2010
High School

Abbey Keller Abbey Keller Indianapolis, Indiana Area Details
Abbey Keller's UBS Wealth Management Experience May 2010 - August 2010
Job Executive Manager at IWCI
Industry Accounting
Experience
Industrial Water Consulting, Inc.   May 2013 - Present
BKD CPAs & Advisors  June 2011 - May 2013
UBS Wealth Management   May 2010 - August 2010

Skills
International Tax, Accounting, Tax Preparation, Tax, Financial Reporting, Financial Accounting, Microsoft Excel

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Business; Accounting, Technology Management

Megan Epstein Megan Epstein New York, New York Details
Megan Epstein's UBS Wealth Management Experience June 2012 - August 2012
Job Senior Associate, Integrated Investment at UM Worldwide
Industry Marketing and Advertising
Experience
UM Worldwide  June 2015 - Present
UM Worldwide  August 2014 - June 2015
CREPiNi, LLC   June 2013 - September 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Marketing, Google Analytics, Public Relations, Social Networking, Microsoft Office, Photoshop, Digital Marketing, Teamwork, Team Leadership, Collaborative Problem..., Microsoft Excel, People-oriented, Sales, Management, Facebook

Education
Indiana University Bloomington   2010 — 2014
Psychology

Brandon Wendel Brandon Wendel Greater New York City Area Details
Brandon Wendel's UBS Wealth Management Experience June 2012 - August 2012
Job Financial Services Tax Associate at KPMG
Industry Accounting
Experience
Dorfman, Mizrach, & Thaler LLP   June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Raymond James Financial Inc.  June 2011 - August 2011

Education
Indiana University - Kelley School of Business   2013 — 2014
Master's degree, Accounting

Indiana University - Kelley School of Business   2009 — 2013
Accounting

J Mark DeSantis J Mark DeSantis Terre Haute, Indiana Area Details
J Mark DeSantis's UBS Wealth Management Experience December 2008 - Present
Job Vice President, Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2008 - Present
Merrill Lynch  October 1999 - December 2008

Education
Indiana State University   1987 — 1991
Bachelor of Science, Aerospace Technology, Business

J.D. Ey J.D. Ey Amherst, Massachusetts Details
J.D. Ey's UBS Wealth Management Experience June 2012 - August 2012
Job Assistant Men's Basketball Coach at Amherst College
Industry Sports
Experience
Amherst College  June 2015 - Present
Washington and Lee University  June 2013 - June 2015
UBS Wealth Management   June 2012 - August 2012

Education
Isenberg School of Management, UMass Amherst   2015 — 2016
Master of Science (MS), Sports Management

Washington and Lee University   2009 — 2013
Bachelor of Science (BS), Accounting and Business Administration

Ryan Bruehlmann Ryan Bruehlmann Greater Boston Area Details
Ryan Bruehlmann's UBS Wealth Management Experience June 2007 - August 2007
Job Vice President at Audax Group, Private Equity
Industry Venture Capital & Private Equity
Experience
Ferknot Inc.   September 2009 - Present
Audax Group  July 2008 - Present
UBS Wealth Management   June 2007 - August 2007

Education
Ivey Business School at Western University   2006 — 2008
HBA, Business Administration

JT McDermott JT McDermott Greater Chicago Area Details
JT McDermott's UBS Wealth Management Experience December 2005 - January 2006
Job Account Executive at ThomasNet
Industry Marketing and Advertising
Experience
ThomasNet  April 2013 - Present
Groupon  November 2011 - April 2013
CityGrid Media  June 2011 - November 2011
Dex One  January 2007 - June 2011
National Pork Producers Council  August 2006 - December 2006
UBS Wealth Management   December 2005 - January 2006
Ketchum Directory Advertising  May 2005 - September 2005

Skills
Direct Sales, Client Interfacing, Sales Presentations, Account Management, Digital Marketing, Project Planning, B2B, Digital Media, Advertising, Lead Generation, SEM, CRM, PPC, Leadership, Strategic Planning, Web Marketing, New Business Development, Online Advertising, Customer Satisfaction, Social Media Marketing, Mobile Marketing, Sales, Online Marketing, Management, Cold Calling, SEO, Advertising Sales, Direct Mail, Email Marketing, Negotiation, Sales Process, Analysis, Salesforce.com, Marketing Strategy, Consulting, Sales Operations, Time Management, Sales Management, Direct Marketing, Training, Local Search

Education
Indiana University Bloomington   2002 — 2006

Scott Stephan Scott Stephan Allentown, Pennsylvania Area Details
Scott Stephan's UBS Wealth Management Experience 1995 - 2001
Job
Industry Medical Devices
Experience
Tornier  February 2014 - Present
Biomet  2012 - 2014
Biomet  2005 - 2012
Stryker  2001 - 2005
UBS Wealth Management   1995 - 2001
US Army  1990 - 1995

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Orthopedics, Sales Management, Operating Room, Medical Devices, Product Launch, Hospitals, Surgical Instruments, Market Development, Capital Equipment, Sales Operations, Cross-functional Team..., Surgeons

Education
Indiana University - Kelley School of Business   2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Muhlenberg College   1998 — 2001
Bachelor of Arts (B.A.), Economics

Brendan O'Rourke Brendan O'Rourke Greater New York City Area Details
Brendan O'Rourke's UBS Wealth Management Experience January 2012 - July 2012
Job Vice President at TD Securities
Industry Financial Services
Experience
TD Securities  July 2012 - December 2013
UBS Wealth Management   January 2012 - July 2012
Barclays Wealth  December 2010 - December 2011
Innovest Systems  April 2007 - November 2010
First Empire Securities  September 2004 - April 2007
Paloma Partners  2003 - 2004
Reuters  August 1996 - August 2003

Skills
Fixed Income, Risk Management, Equities, Vendor Management, SDLC, Business Analysis, Capital Markets, Derivatives, Financial Services, Market Data, Requirements Gathering

Education
Pace University   1999 — 2001
MS, Information Systems

Iona College   1992 — 1996
BA, Economics

Marta (Michael) Carpenter Marta (Michael) Carpenter Greater New York City Area Details
Marta (Michael) Carpenter's UBS Wealth Management Experience November 2004 - December 2008
Job
Industry Banking
Experience
Bank of America  January 2014 - Present
Goldman Sachs  October 2012 - January 2014
Morgan Stanley  May 2010 - October 2012
International Rescue Committee  May 2009 - November 2009
UBS Wealth Management   November 2004 - December 2008

Skills
AML, Equities, Securities, Securities Regulation, Asset Management, Legal Compliance, OFAC, Due Diligence, Hedge Funds, Fixed Income, SAR, Bloomberg, Capital Markets, Anti Money Laundering

Education
New York Law School   2006 — 2010
Juris Doctorate, Banking, Corporate, Finance, and Securities Law

Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Bachelor of Arts (B.A.), Political Science

Uniwersytet Jagielloński w Krakowie   2001 — 2002
European Studies/ European Union legal structure and governance

Nina McDonald Nina McDonald Greater San Diego Area Details
Nina McDonald's UBS Wealth Management Experience 2013 - 2015
Job Freelance Journalist, Editor at Coronado Eagle Newspapers, Coronado Lifestyle Magazine, Del Coronado Realty
Industry Newspapers
Experience
Magazines, Newspapers, PR for private clients   September 2003 - Present
Coronado Eagle Newspapers, Coronado Lifestyle Magazine, Del Coronado Realty   September 2003 - Present
UBS Wealth Management   2013 - 2015
UBS Wealth Management   2013 - 2015
FUEL JUICE BAR   December 2008 - February 2012
Eagle Newspapers  November 2003 - October 2008

Skills
Storytelling, Food, Interviews, Public Relations, New Business Development, Journalism, Newspaper, Feature Articles, News Writing, Newspapers, Wine, Fact-checking, Copy Editing, Investigative Reporting, Creative Writing, Photojournalism, Public Speaking, Teaching Adults, Biblical Teaching, Biblical Studies, Social Media

Education
Illinois State University   1976 — 1981
Graphic Design, Art, Theater

Sathya Pillutla Sathya Pillutla Greater New York City Area Details
Sathya Pillutla's UBS Wealth Management Experience August 2008 - June 2009
Job Software Consultant at Palisades Safety & Insurance
Industry Computer Software
Experience
Palisades Safety & Insurance  July 2009 - Present
UBS Wealth Management   August 2008 - June 2009
Banc of America Securities  2006 - July 2008

Skills
Requirements Analysis, PL/SQL, Java

Education
All Saints High School

Jawaharlal Nehru Technological University
Bachelors, Computer Science

Mark Schultes Mark Schultes Tampa/St. Petersburg, Florida Area Details
Mark Schultes's UBS Wealth Management Experience 1994 - 1998
Job Managing Director at Complete Insurance Advisors, Inc
Industry Insurance
Experience
Complete Insurance Advisors, Inc   March 2008 - Present
Geico  December 2006 - January 2008
UBS Wealth Management   1994 - 1998
Credit Suisse  1989 - 1994

Skills
Property & Casualty..., Sales, Problem Solving, Customer Service, Term Life Insurance, Fixed Annuities, Life Insurance, Brokers, Committed to Customer..., Insurance, Marketing

Education
Iona College   1994 — 1998
MBA, Finance

Iona College   1987 — 1990
Master's degree, Finance, General

Ramapo College of New Jersey   1980 — 1984
BS, Marketing

Gajendra Sikarwar Gajendra Sikarwar Greater New York City Area Details
Gajendra Sikarwar's UBS Wealth Management Experience July 2009 - Present
Job Quality Assurance Lead at UBS Wealth Management
Industry Computer Software
Experience
UBS Wealth Management   July 2009 - Present
Infosys Technologies Ltd  2005 - Present
UBS Investment Bank  May 2006 - June 2009

Education
Indian Institute of Technology, Kanpur   2003 — 2005

Vikram University   1999 — 2003
B.E.

Fabiana Dunn Fabiana Dunn Greater New York City Area Details
Fabiana Dunn's UBS Wealth Management Experience June 2006 - September 2010
Job Tailored Lending Underwriter at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2014 - Present
Morgan Stanley  September 2010 - May 2014
UBS Wealth Management   June 2006 - September 2010
UBS Investment Bank  May 2005 - June 2006

Skills
Fixed Income, LATAM, Financial Services, Securities Lending, Foreign Exchange, Futures, Hedge Funds, Securities, Equities, Onboarding, KYC, AML, Investment Banking, Capital Markets, FX Options, Bonds, Risk Management, Bloomberg, Financial Markets, Asset Management, Alternative Investments, Derivatives

Education
Ibmec Business School
Executive Finance MBA

Venkat Munagala Venkat Munagala Greater New York City Area Details
Venkat Munagala's UBS Wealth Management Experience October 2005 - Present
Job Authorized Officer at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   October 2005 - Present
Entology Inc. (acquired by PWC)   2001 - 2005
Novartis  2001 - 2003
Thaumaturgix  January 1999 - March 2001
Telcordia Technologies  1998 - 1999
CMC LTD  1996 - 1998

Skills
SOA, Software Development, Java Enterprise Edition, SDLC, Microsoft SQL Server, Spring, Oracle, Weblogic, Data Warehousing, Java, Websphere, Software Project..., SQL, Unix Shell Scripting, PL/SQL, Unix, DB2, Agile Methodologies, XML, Spring Framework, WebSphere, WebLogic

Education
Jawaharlal Nehru Technological University   1993 — 1996
MCA, Computer Software Engineering

Silver Jubilee Governmet College, Kurnool   1990 — 1993
Bachelors, MPC

GVNPSR Junior College, VN Palli   1988 — 1990
High School, MPC

Jim Otley Jim Otley Indianapolis, Indiana Area Details
Jim Otley's UBS Wealth Management Experience Vice President-InvestmentsUBS Wealth ManagementJuly 2002 - Present
Job Vice PresidentInvestments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Vice President-InvestmentsUBS Wealth ManagementJuly 2002 - Present
UBS Financial Services, Inc.   2001 - Present
Philips  January 1992 - July 2001

Education
Indiana University Bloomington   1982 — 1985

Revathy Kalapala Revathy Kalapala Greater Chicago Area Details
Revathy Kalapala's UBS Wealth Management Experience March 2007 - August 2009
Job Sr Data Informatics Analyst at Orbitz Worldwide
Industry Information Technology and Services
Experience
Orbitz Worldwide  February 2013 - Present
Orbitz Worldwide  August 2010 - January 2013
VW Credit, Inc.   January 2010 - June 2010
Cablevision  September 2009 - December 2009
UBS Wealth Management   March 2007 - August 2009
MassMutual Financial Group  August 2005 - February 2007

Skills
Informatica, ETL, Teradata, Data Warehousing, Data Modeling, Data Integration, Cognos, PL/SQL, DB2, Unix Shell Scripting, Oracle SQL, Data Warehouse..., Business Intelligence, SDLC, Unix, Erwin, Dimensional Modeling, Business Objects

Education
Illinois Institute of Technology
Masters, Electrical and Computer Engineering

VNR Vignan Jyothi Institute of Engineering
Bacherols, Electronis and Instrumentation Engineering

Mark Ketchaver Mark Ketchaver Cleveland/Akron, Ohio Area Details
Mark Ketchaver's UBS Wealth Management Experience March 2007 - May 2008
Job Investor Relations
Industry Utilities
Experience
FirstEnergy  October 2015 - Present
FirstEnergy  August 2014 - October 2015
FirstEnergy  March 2013 - August 2014
FirstEnergy  January 2010 - March 2013
Emdeon Business Services  May 2008 - January 2010
UBS Wealth Management   March 2007 - May 2008
Longbow Research  June 2006 - November 2006
Cohen & Company  January 2006 - May 2006

Education
John Carroll University   2008 — 2009
MBA, Management

John Carroll University   2003 — 2007
BSBA, Management

Jo Ann Nyssen Jo Ann Nyssen Greater Chicago Area Details
Jo Ann Nyssen's UBS Wealth Management Experience January 2002 - October 2008
Job Project Manager at Access Community Health Network
Industry Consumer Services
Experience
Access Community Health Network  April 2012 - Present
AAA Expert Heating & Air Conditioning   October 2010 - April 2012
UBS Wealth Management   January 2002 - October 2008

Education
Illinois State University   1985 — 1989

Nick Macagnone Nick Macagnone Greater New York City Area Details
Nick Macagnone's UBS Wealth Management Experience January 2000 - August 2008
Job Freelance Graphic Designer
Industry Graphic Design
Experience
Consultant  November 2008 - Present
UBS Wealth Management   January 2000 - August 2008
UBS  2001 - 2008
American Family Enterprises  1998 - 2000

Education
Iona College   1968 — 1972
BA, History

Christopher Windham Christopher Windham Greater New York City Area Details
Christopher Windham's UBS Wealth Management Experience April 2011 - August 2012
Job Writer/Content Manager/Internal Communications Specialist
Industry Financial Services
Experience
Invesco  December 2012 - Present
UBS Wealth Management   April 2011 - August 2012
PIMCO  December 2010 - March 2011
Human Nature magazine   2007 - 2011
JPMorgan Chase  August 2005 - July 2009
The Wall Street Journal  May 2003 - March 2005
Bureau of National Affairs (BNA)   October 2002 - May 2003
The Washington Business Journal   September 2002 - May 2003
Money Magazine  May 2002 - August 2002
The Wall Street Journal  May 2001 - September 2001

Skills
Copywriting, Internal Communications, Social Media, Web Content, Press Releases, Editing, Editorial, Newsletters

Education
Howard University
Journalism & Business Administration

Andrew Hirschler Andrew Hirschler Greater New York City Area Details
Andrew Hirschler's UBS Wealth Management Experience December 2009 - July 2015
Job Senior Practice Management Consultant at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  July 2015 - Present
UBS Wealth Management   December 2009 - July 2015
UBS Wealth Management   May 2007 - December 2009
Charles Schwab  May 2004 - May 2007
UBS Wealth Management   May 1999 - May 2004

Skills
Series 7, Series 24, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Mutual Funds, FINRA, Finance, Fixed Income, Investment Advisory, Alternative Investments, Portfolio Management, Capital Markets, Equities, Securities, Financial Markets, Financial Services

Education
University of Massachusetts at Amherst - Isenberg School of Management   1983 — 1987
Finance, Business Administration and Management, General

University of Massachusetts, Amherst   1983 — 1987
BBA, Finance

Marc Wollin Marc Wollin Greater New York City Area Details
Marc Wollin's UBS Wealth Management Experience 2010 - Present
Job Video & Event Writer/Producer/Director/Stage Manager
Industry Media Production
Experience
NBA  2012 - Present
Thomson Reuters  January 2010 - Present
UBS Wealth Management   2010 - Present
CIT  2010 - Present
Bank of America  January 2009 - Present
First Protocol  2009 - Present
Morgan Stanley  January 2006 - Present
Comcast  January 2006 - Present
Stage America   September 2004 - Present
American Express  January 2004 - Present

Education
Ithaca College   1974 — 1978

Eileen Fenton Eileen Fenton Metuchen, New Jersey Details
Eileen Fenton's UBS Wealth Management Experience May 2000 - July 2008
Job Quality Management Rutgers, The State University
Industry Hospital & Health Care
Experience
Rutgers University  January 2014 - Present
UBS Wealth Management   May 2000 - July 2008
UBS Financial Services  1994 - 2008
UBS  1994 - 2008

Skills
SDLC, Project Management, Business Analysis, Vendor Management, Software Project..., Program Management, Management, Requirements Analysis, PMO, Financial Services, IT Strategy, Requirements Gathering, Risk Management, Project Portfolio..., Process Improvement, Visio, PMP

Education
Holy Name Medical Center School of Nursing   2009 — 2011
Registered Nurse, Nursing

Montclair State University   1981 — 1985
B.S, Home Economics - Nutrition

Helen Legato Helen Legato Greater New York City Area Details
Helen Legato's UBS Wealth Management Experience 2009 - 2011
Job President, Piton Consulting, LLC
Industry Marketing and Advertising
Experience
Piton Consulting, LLC   January 2009 - Present
UBS Wealth Management   2009 - 2011
Merrill Lynch  2005 - 2008
Travelers  2004 - 2005
Merrill Lynch  January 1996 - January 2000
Prudential Financial  1994 - 1996
Wells Fargo  1992 - 1994
First Investors  1990 - 1992
Fairchild Fashion Media  1989 - 1990

Skills
Marketing Communications, Financial Services, Internal Communications, Marketing Strategy, Marketing, Mutual Funds, Copywriting, Wealth Management, Public Relations, Strategic Planning, Investments, Advertising, Public Speaking, Project Management, Strategic Partnerships, Strategic Communications, Integrated Marketing, Strategy, Email Marketing, Corporate Communications, Entrepreneurship, Digital Marketing, Media Relations, Online Marketing

Education
Ithaca College   1985 — 1989
BA, Speech Communications

Marlboro High School   1981 — 1985

Ram Medikonduri Ram Medikonduri Greater New York City Area Details
Ram Medikonduri's UBS Wealth Management Experience March 2012 - November 2014
Job Senior Manager at EY
Industry Investment Banking
Experience
EY  December 2014 - Present
UBS Wealth Management   March 2012 - November 2014
Ready Analytics   January 2011 - November 2014
Liquidnet  March 2010 - December 2010
Goldman Sachs  October 2009 - March 2010
WallSteeti   January 2009 - October 2009
Lehman Brothers  March 2008 - September 2008

Skills
Quantitative Finance

Education
New York University   2007 — 2010
MS, Mathematical Finance

University of Iowa   2003 — 2007
PhD, Applied Mathematics

Indian Institute of Technology, Madras   1997 — 1999
MS, Mathematics

John Mendrysa John Mendrysa Albany, New York Area Details
John Mendrysa's UBS Wealth Management Experience 2000 - 2007
Job President at Capital Wealth Management of New York
Industry Financial Services
Experience
Capital Wealth Management of New York   2007 - Present
UBS Wealth Management   2000 - 2007

Skills
Securities, Retirement Planning, Mutual Funds, FINRA, Wealth Management, Finance, Asset Allocation, Series 7, Fixed Annuities, Portfolio Management, Investment Strategies, Investments, Asset Management, Retirement, 401k

Education
Siena College   1989 — 1993
BS, Finance

Hudson Valley Community College
AAS, Marketing

Andrew Cardillo Andrew Cardillo Tampa, Florida Details
Andrew Cardillo's UBS Wealth Management Experience July 2015 - Present
Job UBS
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
Total Quality Logistics  April 2012 - July 2015
Generation Real Estate   January 2009 - February 2014

Skills
Financial Analysis, Strategic Planning, Investments, Sales, Account Management, Real Estate, Property Management, Real Estate Development, Contract Negotiation, Investment Properties, Marketing, Cold Calling, Transportation, Customer Service, Logistics, Negotiation, 3PL, Brokerage, CRM, Sales Management, Selling

Education
Indiana University - Kelley School of Business
BA, Finance, Psycology

Peter Foran Peter Foran Greater Chicago Area Details
Peter Foran's UBS Wealth Management Experience May 2008 - Present
Job Private Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2008 - Present
JPMorgan Chase  March 2003 - May 2008
JNO Trading   March 1993 - March 2003

Education
Indiana State University   1987 — 1990
Business/Finance

Mark Schultes Mark Schultes Tampa/St. Petersburg, Florida Area Details
Mark Schultes's UBS Wealth Management Experience January 1995 - December 1999
Job Dir of Operations Complete Insurance Advisors, Inc.
Industry Insurance
Experience
Complete Insurance Advisors, Inc.   March 2008 - Present
GEICO  November 2007 - March 2008
UBS Wealth Management   January 1995 - December 1999

Education
Iona College   1989 — 1992
MBA, Finance

Sivarenu Bitra Sivarenu Bitra Greater New York City Area Details
Sivarenu Bitra's UBS Wealth Management Experience March 2007 - March 2010
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America  September 2013 - Present
Bank of America  April 2010 - September 2013
UBS Wealth Management   March 2007 - March 2010
Hewlett-Packard  June 2004 - February 2007

Skills
Oracle, Spring, SDLC, Sybase, Weblogic, Object Oriented Design, DB2, SOA, Java Enterprise Edition, JMS, Fixed Income, Derivatives, Spring Framework, WebLogic, Agile Methodologies, Requirements Analysis

Education
Jawaharlal Nehru Technological University   1998 — 2002
B.Tech, Elecrical and Electronics Engineering

Robert Bird, CFP® AAMS® Robert Bird, CFP® AAMS® Greater New York City Area Details
Robert Bird, CFP® AAMS®'s UBS Wealth Management Experience November 2003 - October 2006
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  April 2007 - Present
Banc of America Investments  October 2006 - April 2007
UBS Wealth Management   November 2003 - October 2006

Skills
Bloomberg, Strategic Financial..., Microsoft Excel, Portfolio Management, Asset Allocation, Consultative Sales..., Project Management, Networking, Collaborative Problem..., Team Building, Strategy

Education
Iona College   1994 — 1998
BBA, Finance

Judge Memorial Catholic High School   1990 — 1994

Brad Harber CRPC®, CRPS® Brad Harber CRPC®, CRPS® Greater Chicago Area Details
Brad Harber CRPC®, CRPS®'s UBS Wealth Management Experience November 2008 - November 2014
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  November 2014 - Present
UBS Wealth Management   November 2008 - November 2014
Merrill Lynch  2005 - 2008

Education
Indiana University-Northwest   2002 — 2005
Business Administration

Ariel Fogel Ariel Fogel Miami, Florida Details
Ariel Fogel's UBS Wealth Management Experience May 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
UBS  February 2013 - May 2014
Link Investimentos   April 2002 - February 2013
Bank of America  September 2000 - September 2001

Skills
Capital Markets, Corporate Finance, Derivatives, Equities, Financial Markets, Fixed Income, Investment Banking, Portfolio Management, Strategic Planning, Trading, Valuation, Building Relationships, FX Options, Investments, Options, Trading Systems, Wealth Management, Interest Rate...

Education
IBMEC - SP   2004 — 2006
Master of Business Administration (MBA), Economics

Universidade Presbiteriana Mackenzie   1994 — 1999
Bachelor of Education (B.Ed.), Economics

Daniel Axelson Daniel Axelson Greater Boston Area Details
Daniel Axelson's UBS Wealth Management Experience Vice President - InvestmentsMerrill Lynch1994 - 2006
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Vice President - InvestmentsMerrill Lynch1994 - 2006

Education
Plymouth State University   1978 — 1982
BS, Business

International School of Brussels   1975 — 1978

Eunice Wang Eunice Wang Greater New York City Area Details
Eunice Wang's UBS Wealth Management Experience February 2012 - June 2012
Job Advisory at Ernst & Young
Industry Information Technology and Services
Experience
EY  September 2015 - Present
SPS Commerce  December 2014 - July 2015
SPS Commerce  July 2012 - November 2014
UBS Wealth Management   February 2012 - June 2012
Abel & Associates Consulting   January 2011 - May 2011
KPMG  July 2010 - August 2010
Xiangcai Sec.  June 2010 - July 2010
Volunteer Income Tax Assistant (VITA)   January 2009 - April 2010
China Merchants Bank  June 2009 - July 2009

Skills
SQL, Microsoft Excel, SAS, Data Warehousing, Python, R, Gephi, Tableau, MicroStrategy, Visio, Hadoop, XML, Access, Bloomberg, Thompson One, Morningstar, Visual Basic, PowerPoint, QuickBooks, DBMS, @Risk, NetSuite, Mandarin, Cantonese

Education
Stevens Institute of Technology   2013 — 2015
Master of Business Intelligence & Analytics, 4.0/4.0

Indiana University - Kelley School of Business   2007 — 2011
Bachelor, Finance, Accounting

Anthony D'Ambrosio Anthony D'Ambrosio Greater New York City Area Details
Anthony D'Ambrosio's UBS Wealth Management Experience July 2007 - Present
Job Wealth Advisor UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management   July 2007 - Present
Morgan Stanley  May 1994 - July 2007
Prudential Financial  May 1992 - May 1994
Raymond James Financial Inc.  December 1990 - May 1992
Drexel Burnham Lambert  October 1989 - December 1990

Education
Iona College   1986 — 1989
Bachelors, Finance

Elizabeth Seton University   1985 — 1986
economics

Harrison High School   1981 — 1985

Ben Van Anda Ben Van Anda Santa Clara, California Details
Ben Van Anda's UBS Wealth Management Experience July 2009 - August 2009
Job Vice President at Southern Wine & Spirits
Industry Management Consulting
Experience
Southern Wine & Spirits  June 2014 - Present
Southern Wine & Spirits  July 2013 - June 2014
Southern Wine & Spirits  July 2012 - April 2014
Southern Wine & Spirits  November 2010 - June 2012
Santa Clara University MBA   2007 - 2010
Marks Baughan & Co.   October 2009 - December 2009
UBS Wealth Management   July 2009 - August 2009
Southern Wine and Spirits  June 2008 - September 2008

Skills
Financial Modeling, Analysis, Data Analysis, Finance, Program Management, Portfolio Management, Investments, Budgets, Research, Financial Analysis, Microsoft Excel, PowerPoint, Sales, Management, Strategy

Education
Santa Clara University - Leavey School of Business   2007 — 2010
BS, Finance

Imperial College London   2009 — 2009
International Business and Finance

University of Tennessee-Knoxville

Thomas Buchanan Thomas Buchanan Greenwich, Connecticut Details
Thomas Buchanan's UBS Wealth Management Experience December 2004 - June 2005
Job Regional Sales Manager at TriState LED, Inc (Revolution Lighting Technologies)
Industry Facilities Services
Experience
Tri-State LED, Inc   2010 - Present
Town of Chatham, Massachusetts   August 2007 - September 2008
Greenwich Land Company   2006 - 2007
UBS Wealth Management   December 2004 - June 2005

Skills
Leadership, Account Management, Sales, Customer Service, Microsoft Office, Sales Operations, Social Networking, Event Management, Real Estate, Microsoft Excel, PowerPoint, Event Planning, Outlook, Social Media, Microsoft Word, Project Management, Salesforce.com, Utilities Management

Education
University of Massachusetts at Amherst - Isenberg School of Management   2006 — 2010
Bachelor of, Business Administration; Management, Economics

Brittany Burke Brittany Burke Greater New York City Area Details
Brittany Burke's UBS Wealth Management Experience April 2014 - Present
Job Service Manager Equity Plan Advisory Services at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - Present
UBS Wealth Management   October 2012 - Present
UBS Wealth Management   April 2010 - October 2012
Leaf Stone Staffing Agency   October 2009 - April 2010

Education
Rutgers University   2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

James Madison University   2005 — 2009
B.S., Health Sciences

Dex Reese Dex Reese Glenview, Illinois Details
Dex Reese's UBS Wealth Management Experience January 2015 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2015 - Present
none  2012 - 2014
North Shore Country Club  2003 - 2014

Skills
Microsoft Office, Writing, Editing, Research, golf, Microsoft Excel

Education
Illinois Wesleyan University   2008 — 2012

Gyanendra Singh Gyanendra Singh New York, New York Details
Gyanendra Singh's UBS Wealth Management Experience March 2000 - July 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2008 - Present
UBS Wealth Management   March 2000 - July 2008
IT Consultancy   1994 - March 2000

Skills
Big Data Analytics, Business Intelligence, Investment Performance, Wealth Management, Applications Software..., Organizational..., IT Outsourcing, Talent Management, Business Process..., Identity Management, Privacy Policies, Start-ups, Big Data, Risk Management, Trading Systems

Education
Stevens Institute of Technology, Hoboken, New Jersey   2001 — 2003
Master of Science (MS), Information Systems Management

Indian Institute of Technology, Bombay   1987 — 1991
Bachelor of Technology (BTech), Aerospace, Aeronautical and Astronautical Engineering

University of Minnesota-Twin Cities

Ravi Okade Ravi Okade Dayton, New Jersey Details
Ravi Okade's UBS Wealth Management Experience March 2012 - April 2014
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2014 - Present
UBS Wealth Management   March 2012 - April 2014
Bank of America Merrill Lynch  August 2006 - March 2012
Redcats  November 2004 - August 2006

Education
Indian Institute of Technology, Kharagpur

Manju Prabhu Manju Prabhu Stamford, Connecticut Details
Manju Prabhu's UBS Wealth Management Experience 2000 - December 2012
Job MONTRAN GPS & SWIFT Specialist
Industry Financial Services
Experience
UBS Wealth Management   2000 - December 2012
UBS (Former Swiss Bank Corp)   1998 - 2000
UBS (Former Union Bank of Switzerland)   1996 - 1998
Pfizer (Former Warner Lambert)   1993 - 1996
Montran Corporation  1985 - 1993

Skills
SWIFT Standards, SWIFT messaging, Message Broker, Payment Systems, Project Coordination, Product Support, Functional..., Montran, Swift Alliance, Mint, Sourcing, WebSphere MQ, Payments, Fedwire, Clearing Houses, UML, NACHA, Unix, VMS, User Acceptance Testing, Test Planning, PowerPoint, Visio, SWIFT payments, SharePoint, Testing, FX Options, Financial Services, Back Office, Banking

Education
University of Massachusetts Dartmouth   1984 — 1984
Certification, Computer Programming

IIT Bombay
Bachelor of Technology (BTech), Mechanical Engineering

susan fanburg susan fanburg Greater New York City Area Details
susan fanburg's UBS Wealth Management Experience First Vice PresidentUBS Wealth ManagementJanuary 2013 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   First Vice PresidentUBS Wealth ManagementJanuary 2013 - Present
Morgan Stanley  November 2000 - January 2012
J B Hanauer   May 1985 - November 2000

Education
Ithaca College   1980 — 1984

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