UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Daniel Brunello Daniel Brunello Houston, Texas Area Details
Daniel Brunello's UBS Wealth Management Experience 2002 - 2003
Job Sr. Planning Analyst at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management  2004 - Present
UBS Wealth Management   2002 - 2003
Sanders Morris Harris  June 2001 - October 2002
The Exchange, Inc.   July 1995 - September 1997

Education
Jones Graduate School of Business, Rice University   1999 — 2001
MBA, Marketing Research

The University of Texas at Austin - The Red McCombs School of Business   1991 — 1995
BBA, Finance

Anne-Marie Suire Anne-Marie Suire Houston, Texas Area Details
Anne-Marie Suire's UBS Wealth Management Experience 2004 - 2005
Job Trusted Tax Advisor to Businesses and Individuals; Tax Manager with GBH CPAs
Industry Financial Services
Experience
GBH CPAs, PC  July 2014 - Present
BP  February 2012 - June 2014
Transocean Inc.  2007 - February 2012
Malone & Bailey  2005 - 2007
UBS Wealth Management   2004 - 2005
ION Geophysical (previously Input/Output, Inc.)   2001 - 2004
PwC  1999 - 2001

Skills
US GAAP, Financial Accounting, Finance, Internal Audit, Sarbanes-Oxley Act, SEC Filings, Tax, Mergers & Acquisitions, Financial Reporting, Tax Accounting, Income Tax, Corprate Tax, Tax Returns, Tax Advisory, International Tax, Tax Preparation, Transfer Pricing, Accounting, Auditing, Internal Controls, Strategic Financial..., Sarbanes-Oxley

Education
University of Houston Law Center   1995 — 1999
J.D., Law

Lamar University   1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting

Lamar University   1984 — 1988
Bachelor of Arts (B.A.), French

Benjamin Wubbels Benjamin Wubbels Greater Milwaukee Area Details
Benjamin Wubbels's UBS Wealth Management Experience 2006 - 2009
Job Financial Advisor at M4 Financial Partners
Industry Financial Services
Experience
M4 Financial Partners   2012 - Present
AXA Advisors, LLC  2011 - 2012
UBS Wealth Management   2006 - 2009
Morgan Stanley  1998 - 2006

Skills
Insurance, Fixed Annuities, Estate Planning, Uniform Combined State..., Investments, Investment Advisory, Series 65, Retirement Planning, Series 7, Series 63, Wealth Management, Mutual Funds, AAMS, Retirement, Financial Services, Securities, Finance, Investment Strategies, Strategic Financial..., Financial Planning

Education
Lawrence University   1990 — 1994
Bachelor of Arts (B.A.), English

Sujit Pal Sujit Pal Greater New York City Area Details
Sujit Pal's UBS Wealth Management Experience June 2006 - December 2007
Job AVP Global ITO (Transition and Transformation) at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
HCL America  March 2008 - April 2014
UBS Wealth Management   June 2006 - December 2007
Dow Jones  March 2005 - June 2006
MBNA  June 2004 - February 2005
Verizon  December 2003 - June 2004
DFS Group  February 2003 - October 2003
i2t2 Inc   February 1999 - October 2002
Stratasys Inc  August 1996 - January 1999
wipro  May 1989 - August 1996
Wipro Infotech Ltd.  1989 - 1996

Skills
IT Service Management, Service Delivery, Program Management, PMO, IT Strategy, Data Center, Pre-sales, Cross-functional Team..., Enterprise Architecture, Project Management, Disaster Recovery, ITIL, Managed Services, Outsourcing, Process Improvement, Team Management, SDLC, Project Delivery, ERP, Project Portfolio..., Risk Management

Education
Rani Durgavati Vishwavidyalaya   1982 — 1987
BE, Electrical and Electronics Engineering

Rani Durgavati Vishwavidyalaya   1982 — 1987
BE, Electrical Engineering

Kendriya Vidyalaya   1979 — 1981
High School

Aman Bindal Aman Bindal Greater New York City Area Details
Aman Bindal's UBS Wealth Management Experience September 2012 - August 2013
Job Senior .Net Developer
Industry Information Technology and Services
Experience
Fragomen, Del Rey, Bernsen & Loewy   August 2013 - March 2015
UBS Wealth Management   September 2012 - August 2013
UBS  April 2012 - August 2013
Microsoft  December 2010 - April 2012
NEC  November 2010 - April 2011
Dibon Solutions Inc.  August 2009 - November 2010
Intelligaia Technologies Pvt Ld   April 2006 - August 2009

Skills
WCF, ASP.NET, .NET, Microsoft SQL Server, C#, T-SQL, JavaScript, XML, VB.NET, MVC, Databases, Visual Studio, Requirements Analysis, Web Services, AJAX, HTML, IIS, LINQ, SQL Server 2000-2008, VBScript, Windows, SharePoint, SharePoint Designer, Web Servers, Version Control, ASP.NET Web API, AngularJS, jQuery, Agile & Waterfall..., RESTful WebServices, ASP

Education
Kurukshetra University   2003 — 2007
Bachelor's of Technology;, Computer Science & Engineering (CSE)

Sr Sec School
Bachelor's of Technology, Computer Science and Engineering

Amy Cutler, MBA Amy Cutler, MBA Greater New York City Area Details
Amy Cutler, MBA's UBS Wealth Management Experience August 2011 - Present
Job Social Media Manager ✭ IT Project Manager ✭ Professional Cyclist
Industry Financial Services
Experience
Guru Haute Wheels Racing   July 2013 - Present
UBS Wealth Management   August 2011 - Present
Freelance  January 2011 - Present
Software House International  September 2010 - July 2011
The Home Depot  May 2005 - September 2010
Freelance  May 2005 - January 2010
Rutgers University, Psychology Department  August 2008 - January 2009

Skills
Social Media Marketing, Social Media, Content Strategy, Blogging, Social Networking, Digital Marketing, Project Management, Management, Brand Development, Personal Branding, Campaign Management, Community Development, Strategy, Facebook, Marketing, Leadership, Storytelling, Microsoft Office, CRM, SDLC, Process Improvement, Customer Service, Program Management, SharePoint, Budgets, Analysis, Public Relations, Business Strategy, Photoshop, Illustrator, Cross-functional Team..., Microsoft CRM, Online Advertising, Business Analysis, Project Server, Application Lifecycle..., Research, PMO, Software Project..., Microsoft Project Server, Portfolio Management, Risk Management, Vendor Management, Microsoft Excel, Requirements Analysis, Account Management, Relationship Management, Microsoft Project, PowerPoint

Education
Kaplan University   2009 — 2011
MBA, Project Management

Rutgers, The State University of New Jersey-New Brunswick   2004 — 2009
BFA, Fine Visual Art, Psychology, Art History

Stephen Alexander Stephen Alexander Chicago, Illinois Details
Stephen Alexander's UBS Wealth Management Experience June 2013 - August 2014
Job Advisory Intern at PwC, StudentAthlete at John Carroll University
Industry Accounting
Experience
PwC  June 2015 - Present
John Carroll University  August 2012 - Present
UBS Wealth Management   June 2013 - August 2014
Westwood Country Club  May 2008 - August 2014

Skills
Research, Team Building, Finance, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Data Analysis, Social Media, Event Planning, Teamwork, Statistics, Market Research, Access, Critical Thinking

Education
John Carroll University   2012 — 2016

St. Ignatius High School   2008 — 2012

Robert Bote Robert Bote Chicago, Illinois Details
Robert Bote's UBS Wealth Management Experience January 2012 - May 2012
Job Market Analyst at PAR Family, LLC
Industry
Experience
Argent Realty Group, LLC   January 2013 - May 2013
UBS Wealth Management   January 2012 - May 2012
SERC Schwenninger Wild Wings   April 2006 - May 2008

Skills
Public Relations, Management, Research, English, Social Media, Interviews, Facebook, Microsoft Office, International Relations, Fundraising, Event Planning, Social Media Marketing, Marketing, Social Networking, PowerPoint, Microsoft Excel, Nonprofits, Public Speaking, Event Management, Sales, Blogging, Data Analysis, Creative Writing

Education
University of Oxford   2012 — 2013
Studied towards Bachelor's degree, Economics, 4.0

Lake Forest College   2009 — 2013
Bachelor's degree, Business and International Relations, 3.8, Cum Laude

Colin Lennox Colin Lennox Greater Detroit Area Details
Colin Lennox's UBS Wealth Management Experience June 2011 - August 2012
Job Investment Research Analyst at Plante Moran
Industry Financial Services
Experience
Plante Moran  August 2014 - Present
Read, Seed, Feed   June 2013 - August 2013
UBS Wealth Management   June 2011 - August 2012

Skills
Microsoft Excel, Economics, Spanish, Microsoft Office, Teaching, PowerPoint, Stata, Analytical Reasoning, Data Analysis, SPSS, Bloomberg

Education
Kalamazoo College   2010 — 2014
Bachelor's degree, Economics and Spanish, Graduated

Bob Geissler Bob Geissler Jacksonville, Florida Details
Bob Geissler's UBS Wealth Management Experience 2006 - 2009
Job Vice President & Senior Control Specialist at BNY Mellon CORP. TRUST
Industry Banking
Experience
BNY Mellon  December 2013 - May 2015
FDIC  September 2009 - December 2013
UBS Wealth Management   2006 - 2009
Prudential Financial  2005 - 2006
Merrill Lynch  February 1980 - March 2005

Skills
Analysis, Credit, Financial Risk, Banking, Compliance, Training, Leadership, Mortgage Lending, Risk Control, Financial Services, Asset Management, Auditing, Management, Process Improvement, Insurance, Investments, Accounting, Internal Audit, Securities, Portfolio Management, Risk Management, @Risk

Education
Long Island University, C.W. Post Campus
Bachelor's degree, Economics, 3.0

Danny Goberdhan Danny Goberdhan Greater New York City Area Details
Danny Goberdhan's UBS Wealth Management Experience January 2011 - May 2011
Job Ad Ops Specialist at Independent Consultant
Industry Marketing and Advertising
Experience
Independent Consultant  September 2014 - Present
CPXi  November 2013 - September 2014
CPXi  August 2013 - November 2013
Harry Trucking Corp.   October 2011 - May 2013
North Shore-LIJ Health System  May 2011 - November 2011
UBS Wealth Management   January 2011 - May 2011
TD  March 2008 - October 2008
ERA  May 2007 - September 2007

Skills
Optimization, Online Video Marketing, Social Media Advertising, Online Advertising, Search Advertising, Mobile Advertising, SSP, RTB, Strategic Account Growth, Ad Hoc Networks, DFA, Online Platforms, DFP, Strategic Sales, Finance, Analysis, Financial Analysis, Corporate Finance, Start-ups, Financial Modeling, Microsoft Excel, Sales, Mutual Funds, Proficient in Microsoft..., Research, presentation,..., Budgets, Insurance, Financial Risk, Cash Flow, Negotiation, Policy, Loans, Market Analysis, Invoicing, Advertising, Digital Media, Microsoft Office, Social Media, Social Media Marketing, Online Marketing, Digital Strategy

Education
Long Island University, C.W. Post Campus   2013 — 2016
Master of Business Administration (M.B.A.), Finance

Long Island University, C.W. Post Campus
Bachelor of Science (BS), Finance, General

Regents American College London
Study Abroad, Finance, General

Tom Ciccone Tom Ciccone Greater Atlanta Area Details
Tom Ciccone's UBS Wealth Management Experience October 2010 - March 2011
Job IT Consultant
Industry Information Technology and Services
Experience
Ciccone Systems Consulting, LLC   September 2007 - Present
Diamond Crest Properties, LLC   May 2011 - Present
HSBC  March 2013 - July 2014
OfficeMax  October 2011 - March 2013
Wells Fargo Bank  May 2011 - November 2012
UBS Wealth Management   October 2010 - March 2011
Wachovia, A Wells Fargo Company  January 2008 - March 2010
UBS Wealth Management   February 2007 - August 2007
Prudential Financial  July 1997 - January 2007
Prudential Financial  July 1993 - June 1996

Skills
SDLC, Software Documentation, COBOL, JCL, Mainframe, Disaster Recovery, Business Analysis, Program Management, Business Requirements, MVS, Requirements Gathering, IBM Mainframe, CSF, Management, Programming, Unix, Testing, HP Exstream, Endeavor, Software Project..., Requirements Analysis, Fileaid, Control-D, CA-7, Team Leadership, Outsourcing, Systems Analysis, IT Strategy, Data Analysis, Integration, IT Management, Enterprise Architecture, PMP, Analysis, Quality Assurance, StreamWeaver, Offshore Management, Citrix, Investment Properties, Software Development, Custom Statement..., AFP/PPFA/OGL, IBM MVS/ESA Mainframe, Changeman, Agile Methodologies, Technical Writing, Connect Direct, Sports Coaching, Tax Forms, System Conversion

Education
The University of Georgia   2015 — 2016
PMP Certification

Kean University   1983 — 1986
BA, Visual Communication

Chubb Institute of Technology   1992 — 1993
Certificate, Computer Science

Dean Moberg Dean Moberg Greater New York City Area Details
Dean Moberg's UBS Wealth Management Experience February 1994 - December 2004
Job President at Sound Trust Wealth Advisors, LLC
Industry Financial Services
Experience
Sound Trust Wealth Advisors, LLC   December 2004 - Present
UBS Wealth Management   February 1994 - December 2004
Advest, Inc.   December 1984 - February 1994
Merrill Lynch  June 1983 - December 1984

Skills
Strategic Financial..., Wealth Management, Financial Advisory, Wealth Management..., Financial Services, Retirement Planning, Investments, Portfolio Management, Wealth, Fixed Income, Due Diligence, Options, Investment Advisory, Securities, Retirement, Investment Management, Finance, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Series 63, Mutual Funds, Asset Management, Hedge Funds

Education
Long Island University, C.W. Post Campus   1980 — 1982
B.B.S., Finance and Management Major with Economics Concentration

State University of New York College at Plattsburgh   1978 — 1980
Management and Economics

Nicholas Rivera Nicholas Rivera Warren, New Jersey Details
Nicholas Rivera's UBS Wealth Management Experience June 2014 - Present
Job Wealth Planning Sales Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - Present
UBS Wealth Management   June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012

Skills
FGA, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal

Education
Lehigh University   2011 — 2015
Bachelor of Science (BS), Finance, General

Watchung Hills Regional High School   2007 — 2011
Diploma, Business/Commerce, General

Shadina DeVine Shadina DeVine Greater St. Louis Area Details
Shadina DeVine's UBS Wealth Management Experience February 2013 - June 2013
Job at Boeing
Industry Aviation & Aerospace
Experience
Boeing  May 2015 - Present
Wells Fargo Advisors  November 2013 - February 2015
UBS Wealth Management   February 2013 - June 2013
Pitney Bowes  October 2010 - June 2012
Greater Vision United   November 2008 - December 2009
People Source, Inc   November 2007 - October 2008
Aon Hewitt  October 2006 - November 2007
Aon Hewitt  October 2005 - May 2006
IBM GLOBAL SERVICES 2003-2005   January 2003 - February 2005
IBM Global Services  July 1999 - February 2005

Skills
Salesforce.com, SharePoint, Logistics, MS Project, MS Office Suite, Outlook, Lotus Notes, Excel, PowerPoint, PeopleSoft, People Skills, Crystal Reports, Report Writing, Critical Thinking, Strategic Planning, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Initiation, Change Management, Siebel, Tivoli, Analytics, Outstanding Customer..., Professional..., Microsoft Excel, Visio, Project Management

Education
Keller Graduate School of Management of DeVry University   2005 — 2007
Master's degree, Project Management

Shaw University   1995 — 1999
BS, Computer Science

Laurence Donald Laurence Donald Calistoga, California Details
Laurence Donald's UBS Wealth Management Experience March 2008 - March 2009
Job Cellar Lead at Gary Farrell Vineyards & Winery
Industry Wine and Spirits
Experience
Gary Farrell Vineyards & Winery  May 2013 - Present
Tintara Winery   January 2013 - April 2013
Merry edwards Winery  July 2012 - December 2012
Leeuwin Estate   January 2012 - July 2012
Merry Edwards Winery  July 2011 - November 2011
Felton Road Winery   November 2010 - July 2011
Outpost Wines   September 2009 - November 2009
Waimea Estates Winery   February 2009 - March 2009
UBS Wealth Management   March 2008 - March 2009
Banc of America Securities  September 1996 - March 2002

Skills
Sales, Microsoft Excel, Account Management, Series 7, PowerPoint, Product Marketing, Wine, Microsoft Office

Education
Lincoln University (NZ)   2010 — 2010
Graduate Diploma, Viticulture/Enology

Sonoma State University   2002 — 2005
BS, Business Administration

Santa Rosa Junior College   1994 — 1996
AA, Business Administration and Management, General

Saint Ignatius High School Preparatory   1987 — 1991
HS Diploma

Peter Farmer Peter Farmer Newport Beach, California Details
Peter Farmer's UBS Wealth Management Experience January 2007 - March 2007
Job Mutual Fund Strategic Platforms Specialist at Pacific Life
Industry Investment Management
Experience
Pacific Life  September 2013 - Present
The Ayco Company, L.P., Goldman Sachs   2009 - 2013
The Ayco Company, L.P., Goldman Sachs   2007 - 2009
UBS Wealth Management   January 2007 - March 2007

Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Mutual Funds, Alternative Investments, Investment Advisory, Investment Strategies, Due Diligence, Financial Markets, Investment Platforms, Mutual Fund Analytics, Portfolio Construction, Morningstar Direct, Bloomberg Terminal, Zephyr, Asset Management, High Net Worth..., Portfolio Strategy, Economics, Finance, Series 7, Morningstar, Mutual Fund Due..., Bloomberg, ETFs, Separately Managed..., Retirement Planning, Fund Of Funds, Wealth Management..., Structured Notes, Holistic Financial..., Fixed Income Analysis, Portfolio Optimization, Wrap Platforms, Managed Accounts, Clearing Firms, Mutual Fund Supermarkets, TAMPs, Public Speaking, OneSource, Distribution, Research, Broker-Dealer, RIAs, Custodians, Account Management, National Account...

Education
Union College   2003 — 2007
Bachelor of Arts (B.A.)

Kansai Gaidai University   2005 — 2005
Semester Study Abroad

Charles Wright Academy   1999 — 2003
(HS)

Christopher DeLuca Christopher DeLuca Greater New York City Area Details
Christopher DeLuca's UBS Wealth Management Experience Risk AnalystFidelity Investments1997 - 2007
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Risk AnalystFidelity Investments1997 - 2007

Skills
Wealth Management, Series 7, 10b5-1 Plans, Series 9/10, Risk Management, Equity Trading, Project Management, Capital Markets, Alternative Investments, Mutual Funds, Options

Education
King's College
Bachelor of Science (BS), Finance and Business Administration

Todd Grafenauer Todd Grafenauer Greater Milwaukee Area Details
Todd Grafenauer's UBS Wealth Management Experience 2000 - 2002
Job VP/Educational Director at Murphy Pipeline Contractors, Principal at 3rd Millennium Cleaning
Industry Utilities
Experience
Murphy Pipeline Contractors   September 2002 - Present
3rd Millennium Cleaning   December 2000 - Present
UBS Wealth Management   2000 - 2002

Skills
Trenchless Technology, Water, Pipelines, Contract Negotiation, Construction, Construction Management, Feasibility Studies, Engineering, Contract Management, Civil Engineering, Water Resources, Project Estimation, Sustainability, Proposal Writing, Facilities Management, Project Planning

Education
University of Wisconsin-Milwaukee - School of Business Administration   1998 — 2001
Finance, Economics

Lawrence University   1997 — 1998

Michal Pawlowski Michal Pawlowski Palos Hills, Illinois Details
Michal Pawlowski's UBS Wealth Management Experience July 2013 - June 2015
Job Project Analyst I at Ascension Health
Industry Financial Services
Experience
Ascension Health  June 2015 - Present
UBS Wealth Management   July 2013 - June 2015
TCF Bank  2011 - 2013

Education
Lewis University   2013 — 2015
Bachelor of Science (B.S.), Accounting and Finance, 3.99/4.00

Moraine Valley Community College   2010 — 2012
3.95/4.00

Austin Lahr Austin Lahr Phoenix, Arizona Area Details
Austin Lahr's UBS Wealth Management Experience May 2012 - August 2012
Job Associate Broker at CBRE
Industry Investment Banking
Experience
CBRE  September 2015 - Present
RBC Capital Markets  July 2014 - August 2015
Red Bull  August 2012 - May 2014
RBC Capital Markets  May 2013 - August 2013
UBS Wealth Management   May 2012 - August 2012
Merrill And Ring, LLC   May 2012 - August 2012
Secondary MKT, LLC   August 2011 - January 2012

Skills
Investments, Management, Leadership, PowerPoint, Access, Microsoft Excel, Portfolio Management, Visio, Accounting, Customer Service, Finance, Data Analysis, Public Speaking, DBC Finance, Marketing, Event Planning, Public Relations, Team Building, Team Leadership, Microsoft Office, Microsoft Word, Time Management, Sales

Education
University of Arizona   2010 — 2014
Bachelor of Science Business Administration, Finance, Senior

Lindenwood University   2009 — 2010
Bachelor's Degree, Accounting and Finance, Freshman

Julie D. Fletcher Julie D. Fletcher Denver, Colorado Details
Julie D. Fletcher's UBS Wealth Management Experience October 2006 - December 2008
Job Certified Financial Planner at Sharkey, Howes & Javer
Industry Financial Services
Experience
Sharkey, Howes & Javer   October 2013 - Present
Zeiders Enterprises, Inc.   March 2013 - Present
Focused Money Advisors, LLC   March 2009 - March 2013
UBS Wealth Management   October 2006 - December 2008

Skills
Investments, Wealth, Financial Planning, Strategic Financial..., Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Certified Financial..., Financial Advisory, Financial Services, Estate Planning, Wealth Accumulation, Finance

Education
Kansas State University
Bachelor of Science (B.S.), Financial Planning and Services

Aleksandra Muntean Aleksandra Muntean Phoenix, Arizona Area Details
Aleksandra Muntean's UBS Wealth Management Experience June 2005 - October 2005
Job VP Finance at Primera
Industry Oil & Energy
Experience
Primera  January 2015 - Present
Primera  December 2013 - January 2015
Primera  June 2013 - December 2013
Thermo Fluids Inc  April 2012 - June 2013
Amazon.com  September 2008 - April 2012
Amazon.com  September 2008 - December 2010
NextStudent Inc  February 2006 - September 2008
UBS Wealth Management   June 2005 - October 2005
UBS Wealth Management   May 2004 - May 2005

Skills
Financial Modeling, Financial Analysis, Forecasting, Visio, Financial Reporting, Financial Forecasting, Project Management, Corporate Finance, Microsoft Excel, Leadership, Process Improvement, Operations Management, Budgets, Variance Analysis, Finance, Strategic Planning

Education
Long Island University, C.W. Post Campus   2002 — 2004
Bachelor's degree, Accounting and Finance

Jennifer Munch Jennifer Munch Cleveland, Ohio Details
Jennifer Munch's UBS Wealth Management Experience November 2012 - Present
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   November 2012 - Present
UBS Wealth Management   September 2011 - November 2012

Skills
Series 7

Education
Kent State University   2007 — 2011
Bachelors of Business Administration, Finance

Justin Frankel Justin Frankel Greater New York City Area Details
Justin Frankel's UBS Wealth Management Experience 2004 - 2005
Job Portfolio Manager RiverPark Structural Alpha Fund at RiverPark Funds
Industry Financial Services
Experience
RiverPark Funds   July 2013 - Present
Wavecrest Asset Management   May 2008 - Present
Morgan Stanley  October 2005 - April 2008
UBS Wealth Management   2004 - 2005
Merrill Lynch  August 1998 - 2004
Star Securities   1996 - August 1998

Skills
Wealth, Derivatives, Fixed Income, Equities, Structured Products, Hedge Funds, Capital Markets, Structured Finance, Asset Management, Hedging, Options, Finance, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Securities, Asset Allocation, Financial Risk, Investment Strategies, Investment Management, Bonds, Equity Derivatives, Trading

Education
Lehigh University   1992 — 1996
BA, International Relations

Rye Country Day School   1984 — 1992
HS, General

Glenn Davis Glenn Davis Greater Chicago Area Details
Glenn Davis's UBS Wealth Management Experience January 2009 - December 2012
Job Senior Global IT Purchasing Agent at AbbVie
Industry Information Technology and Services
Experience
AbbVie  September 2012 - Present
UBS Wealth Management   January 2009 - December 2012
Wilbert Plastic Services  June 2004 - November 2008
The Intec Group, Inc   September 1994 - May 2004
Wilson Sporting Goods  February 1992 - November 1993
The Walsh Group  March 1988 - August 1992
Herman Miller – Office Pavilion   March 1985 - August 1988

Skills
ERP, Business Process..., Planning, Strategic Planning, Program Management, Project Planning, Business Process, Process Improvement, Team Building, Business Development, Project Management, Analysis, Financial Analysis, Change Management, Business Analysis, Six Sigma, Coaching, Customer Service, Budget, Team Leadership, Process Engineering, Data Analysis, Account Management, Contract Negotiation, Syteline ERP, ERP Selection, ERP Implementations, ERP Implementation..., Budgets

Education
American School Mexico City

Lake Forest College
B.A., Politics

St. Ignatius College Prep.

University of Chicago
M.A., Computer and Information Sciences and Support Services

Sara Gans Sara Gans Cleveland/Akron, Ohio Area Details
Sara Gans's UBS Wealth Management Experience June 2012 - August 2012
Job Associate, Private Client Services at Sequoia Financial Group
Industry Executive Office
Experience
Sequoia Financial Group  September 2014 - Present
KeyBank  January 2013 - August 2014
Cleveland Clinic  October 2012 - December 2012
UBS Wealth Management   June 2012 - August 2012
The Vault  August 2010 - May 2011

Education
Kent State University   2009 — 2013
Finance and Entrepreneurship with a Marketing Minor

Mayfield High School

Emma Lind Emma Lind Greater New York City Area Details
Emma Lind's UBS Wealth Management Experience June 2012 - August 2012
Job FSO Advisory Senior at EY
Industry Financial Services
Experience
EY  October 2013 - Present
UBS Wealth Management   June 2012 - August 2012
McQueen, Ball & Associates, Inc   September 2011 - December 2011

Skills
Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Bloomberg, Derivatives, Corporate Finance, Equity Research, Private Equity, Investment Management

Education
Lehigh University   2009 — 2013
Bachelor of Science, Finance

New York University, Stern School of Business   2009 — 2009

Our Lady of Mercy Academy   2005 — 2009

J T Johnson J T Johnson Raleigh-Durham, North Carolina Area Details
J T Johnson's UBS Wealth Management Experience January 2005 - November 2010
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2010 - Present
UBS Wealth Management   January 2005 - November 2010
Wachovia Securities  January 1998 - January 2005
Cambrex Corporation  September 1982 - November 1996
Gibson Guitar  November 1995 - July 1996

Education
New York University   1985 — 1988
Master of Business Administration (MBA), Management

Lafayette College   1977 — 1981
Bachelor of Science (BS), Chemical Engineering

Nicholas Wladyczak Nicholas Wladyczak Cleveland/Akron, Ohio Area Details
Nicholas Wladyczak's UBS Wealth Management Experience June 2005 - September 2005
Job Producer at Ayers Insurance
Industry Insurance
Experience
Ayers Insurance   January 2010 - Present
UBS Wealth Management   June 2005 - September 2005

Skills
Customer Service, Insurance, Marketing, Marketing Strategy, Public Speaking, Sales, Social Media, Social Media Marketing, Team Building, Account Management, Advertising, Business Development, Commercial Insurance, Direct Marketing, Event Planning, Fundraising, Health Insurance, Liability, Life Insurance, Networking, New Business Development, Professional Liability, Property, Public Relations, Sales Management, Small Business, Social Networking, Strategic Planning, Team Leadership, Training, Umbrella Insurance, Underwriting

Education
Kent State University   2006 — 2009
BA, Business Management

University of Mount Union   2005 — 2006
Business

Jim McCoy, CIMA Jim McCoy, CIMA Greater Chicago Area Details
Jim McCoy, CIMA's UBS Wealth Management Experience 2001 - 2007
Job Managing Director Global Private Client Group
Industry Financial Services
Experience
Nuveen Investments  April 2011 - Present
Morgan Stanley Smith Barney  August 2007 - April 2011
UBS Wealth Management   2001 - 2007
Dreyfus  2000 - 2002
Nuveen Investments  July 1991 - August 1997

Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, ETFs, Capital Markets, Public Speaking, Separately Managed..., Securities, Fixed Income, Financial Planning, Hedge Funds, Estate Planning, Trading, Coaching, Executive Management, Series 66, Compliance, Series 6, Due Diligence, Series 24

Education
Lake Forest College   1987 — 1991

Wheeling High School   1984 — 1987

Brady Ryan Brady Ryan Greater Los Angeles Area Details
Brady Ryan's UBS Wealth Management Experience October 2013 - May 2015
Job Vice President at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank  August 2015 - Present
UBS Wealth Management   October 2013 - May 2015
Lehigh University  March 2012 - March 2015
Merrill Lynch  April 2013 - October 2013
Morgan Stanley  September 2011 - April 2013
Cusack Trading, LLC   August 2009 - September 2011
South Bay Equity Lending  December 2002 - August 2009

Skills
Derivatives, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Mergers, New Business Development, Management, Due Diligence, Traders, Investments, Fixed Income, Series 7, Financial Analysis, Equity Capital Markets, Private Equity, Investment Banking, Portfolio Management, FX trading, Market Risk, Corporate Actions, Asset Managment, Strategy, Strategic Planning

Education
Lehigh University - P.C. Rossin College of Engineering & Applied Science   2000 — 2001
Masters of Engineering & Management Science, Industrial Engineering

Lehigh University   1996 — 2000
B.A., Economics & Spanish

Peninsula High School   1992 — 1996

Chadwick School

Tyler Bresnahan Tyler Bresnahan Pittsburgh, Pennsylvania Details
Tyler Bresnahan's UBS Wealth Management Experience May 2012 - August 2012
Job Senior Analyst (Specialty Loan Accounting & Analysis)
Industry Financial Services
Experience
PNC  June 2015 - Present
BNY Mellon  May 2013 - June 2015
Nordstrom  August 2012 - December 2012
UBS - Wealth Management  May 2012 - August 2012
First Investors Corporation  January 2012 - May 2012
Kent State University  January 2012 - March 2012
Delta Sigma Pi  December 2011 - February 2012
Delta Upsilon International Fraternity  December 2009 - November 2011
AK Steel  July 2010 - September 2011

Skills
PowerPoint, Public Speaking, Team Leadership, Budgets, Microsoft Excel, Time Management, Business Planning, Financial Analysis, Data Analysis, Sales, Analysis, Risk Management, Team Building, Finance, Management

Education
Kent State University   2008 — 2013
Bachelor's, Business Administration; Finance

sanjay kenganahalli vamanna sanjay kenganahalli vamanna Greater New York City Area Details
sanjay kenganahalli vamanna's UBS Wealth Management Experience January 2011 - April 2012
Job Bigdata Engineer at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan   March 2014 - Present
NYC ACS  May 2012 - February 2014
UBS Wealth Management   January 2011 - April 2012
Merck  August 2010 - December 2010
Samsung India Software Operations  May 2009 - July 2010
Sapient  September 2007 - March 2009
iGATE Global Solutions  November 2005 - August 2007

Education
Kuvempu Vishwavidyanilaya   2000 — 2004
BE, E&CE

Lorna Mazza, MBA, CRS, GRI, CIPS, ABR, LEED AP Lorna Mazza, MBA, CRS, GRI, CIPS, ABR, LEED AP Melbourne, Florida Area Details
Lorna Mazza, MBA, CRS, GRI, CIPS, ABR, LEED AP's UBS Wealth Management Experience April 2002 - July 2004
Job Florida's Space Coast Commercial, Residential and International Real Estate Broker at Mazza Realty, Inc.
Industry Real Estate
Experience
Mazza Realty Inc   May 2009 - Present
National Association of Realtors  2006 - Present
Anthony J. Mazza, AIA, Architects and Planners, P.A.   July 2004 - Present
REMAX Absolute  May 2008 - April 2009
ERA Showcase   November 2006 - April 2008
UBS Wealth Management   April 2002 - July 2004
Merrill Lynch  February 2001 - April 2002
Rohm and Haas  July 1984 - December 1999
Albert Einstein Medical Center  April 1981 - June 1984

Skills
Digital Photography, MS Office Suite, Adobe Creative Suite, ABR, Residential, Sellers, Luxury, Foreclosures, Residential Homes, Real Estate Development, Short Sales, Microsoft Office, Real Estate, Buyers, Selling, Property, REO, Analytical Chemistry, Cancer Research, Environmental Chemistry, Green Chemistry, Metabolite..., Technical Writing, Technical Presentations, Chemistry, Research, Project Management, Radiochemistry

Education
La Salle University - School of Business Administration   1997 — 2000
MBA, International Finance and Portfolio Management

La Salle University - School of Business Administration   1997 — 2000
Fellow, Electronic Commerce Institute

University of Santo Tomas   1973 — 1978
Bachelor of Science, Chemistry

St. Joseph's College, QC   1961 — 1973
Kindergarten to High School, HS Diploma

Owen Bitas Owen Bitas Washington D.C. Metro Area Details
Owen Bitas's UBS Wealth Management Experience June 2011 - August 2011
Job Director of Outside Sales at Old Bust Head Brewing Company
Industry Food & Beverages
Experience
Old Bust Head Brewing Company   December 2013 - Present
Craft Beer Guild Distributing of New York   July 2013 - November 2013
The Beer Connection   August 2012 - September 2013
BACCHUS  May 2011 - May 2012
Student Council  May 2010 - May 2012
Greek Council Executive Board   May 2011 - January 2012
Delta Phi Fraternity   January 2011 - January 2012
UBS Wealth Management   June 2011 - August 2011
Greek Council Executive Board   January 2011 - May 2011
THE BAYOU- Cajun Food/Live Music Restaurant   May 2009 - August 2010

Skills
Research, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Social Media, Public Speaking, Brewing, Teamwork, Marketing

Education
Kenyon College   2008 — 2012
Bachelor of Arts, Biology, Minor in Classical Language and Civilization

Patrick DePalma Patrick DePalma New York, New York Details
Patrick DePalma's UBS Wealth Management Experience June 2009 - March 2010
Job Naphtha Trader at George E. Warren Corporation
Industry Oil & Energy
Experience
George E. Warren Corporation  July 2014 - Present
Lukoil Pan Americas LLC  March 2010 - July 2014
UBS Wealth Management   June 2009 - March 2010

Skills
Procurement, Energy, Financial Modeling, Commodity, Financial Analysis, Derivatives, Trading, Microsoft Excel

Education
Lehigh University   2005 — 2009

Michele McFadden Michele McFadden New York, New York Details
Michele McFadden's UBS Wealth Management Experience January 2013 - Present
Job Head of Business Risk Management at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   January 2013 - Present
UBS Wealth Management   March 1992 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets

Education
Long Island University, C.W. Post Campus
Bachelor of Fine Arts (BFA)

Jennifer Falzone Jennifer Falzone Nashville, Tennessee Details
Jennifer Falzone's UBS Wealth Management Experience 2015 - Present
Job Trade Support Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2015 - Present

Skills
Management, Project Management, Leadership, Strategic Planning, Operations Management, Separately Managed..., Client Services, Microsoft Applications, Account Reconciliation, Regulatory Reporting

Education
Kansas State University   2009 — 2013
Bachelor's Degree, Business Administration; Management; Operation and Supply Chain & General Management

Michael Steelman, CIMA Michael Steelman, CIMA Greater San Diego Area Details
Michael Steelman, CIMA's UBS Wealth Management Experience October 1998 - January 2003
Job Resident Director, Senior Vice President
Industry Financial Services
Experience
Merrill Lynch  2006 - Present
Merrill Lynch  February 2006 - February 2009
Wells Fargo Advisors  January 2003 - February 2006
UBS Wealth Management   October 1998 - January 2003
PaineWebber  October 1996 - October 1998
AXA  August 1994 - June 1996

Skills
Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, 401k, Retirement Planning, Investment Management, Retirement, Estate Planning, Investments, Asset Managment, Fixed Income, Strategic Financial..., Portfolio Management, Relationship Management, Financial Services, Series 7, Insurance, Financial Analysis, Financial Modeling

Education
King's College   1990 — 1994
BS International Business, Minors in Econ and Political Science

Michael Constantinou Michael Constantinou Greater New York City Area Details
Michael Constantinou's UBS Wealth Management Experience April 2009 - October 2011
Job VP, Sr. Control Room Compliance Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  June 2014 - Present
Credit Suisse  March 2014 - May 2014
Investment Research Innovations   February 2013 - March 2014
Fitch Ratings  October 2011 - January 2013
UBS Wealth Management   April 2009 - October 2011
UBS Wealth Management   January 2008 - April 2009
UBS Investment Bank  June 2004 - December 2007
UBS Investment Bank  September 2002 - June 2004
Credit Suisse First Boston  October 1999 - October 2001
GE Capital  July 1997 - September 1999

Skills
General Securities..., Product Development, Equity Research, Equities, Financial Modeling, Financial Analysis, Asset Management, Product Management, Bloomberg Terminal, Bloomberg, DCF, Securities, Industry Analysis, Corporate Finance, Financial Reporting, Asset Allocation, Wealth Management, Analysis, Series 7, Business Analysis, Equity Valuation, Investment Advisor..., Factset, Series 63, Series 24, Asset Managment, series 16, series 86, series 87, Supervisory Skills, Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Product Management..., General Securities..., Strategy, Financial Markets, Financial Advisory, Portfolio Management, Six Sigma, Datasets, Sector Coverage, Sector Research, Equity Research Analysis, Stock Research, US Equities, Editing, Compliance, Compliance Support

Education
Lehigh University - College of Business and Economics   1989 — 1993
BS, Finance

Syosset High School   1986 — 1989

Charles Bohovich Charles Bohovich Houston, Texas Area Details
Charles Bohovich's UBS Wealth Management Experience 1996 - 2002
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2013 - Present
Griffin Capital Securities  May 2011 - May 2012
Priority Capital Group   November 2009 - July 2011
UBS International  June 1990 - August 2009
UBS Wealth Management   1996 - 2002

Education
Lehigh University - College of Business and Economics   1984 — 1988
Bachelor of Science, Business and Economics

Joseph Dado Joseph Dado Greater New York City Area Details
Joseph Dado's UBS Wealth Management Experience March 2006 - August 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Animal Center of Queens   August 2007 - Present
UBS Wealth Management   March 2006 - August 2007

Education
LaGuardia Community College   1979 — 1981
AAS, Data Processing

Eric A. Clement Eric A. Clement New York, New York Details
Eric A. Clement's UBS Wealth Management Experience 2001 - 2003
Job Director Corporate Finance & Strategy at SGI Global Holdings, Ltd.
Industry Venture Capital & Private Equity
Experience
SGI Global Holdings, Ltd.   November 2012 - July 2015
Accenture  January 2010 - November 2012
Citigroup  2008 - 2010
JP Morgan  2007 - 2008
Ziegler  2004 - 2007
Elite Consulting Services, LLC   2003 - 2004
UBS Wealth Management   2001 - 2003
Catskill Cougars/Canton Crocodiles   1999 - 2001

Skills
Strategic Consulting, Capital Markets, Investment Banking, Credit Analysis, Financial Modeling, Distressed Debt, Municipalities, Debt Restructuring, Structured Finance, Fixed Income, Financial Analysis, Strategy, Leadership, Private Equity, Due Diligence, Financial Structuring, Financial Services, Wealth Management, Emerging Markets, Valuation, Finance, Venture Capital, Hedge Funds, Mergers & Acquisitions, Bloomberg, Equities, Derivatives, Alternative Investments, Bonds, Trading, Securities, Financial Markets, Portfolio Management, Asset Management, Options, Corporate Finance, Start-ups, Business Strategy, Corporate Development, Investor Relations, Project Finance

Education
University of Oxford - Said Business School
Master of Business Administration (MBA), Finance & Strategy

New York University
Certificate, Credit Training/Venture Capital Intensive

Lehigh University
Bachelor's Degree, History

Patrick Connelly Patrick Connelly Haddon Heights, New Jersey Details
Patrick Connelly's UBS Wealth Management Experience June 2012 - August 2013
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI  June 2015 - Present
SEI  June 2014 - August 2014
UBS Wealth Management   June 2012 - August 2013

Skills
Public Speaking, Financial Accounting, Financial Analysis, Morningstar, Microsoft Excel, PowerPoint, Microsoft Office, Stata, Series 65, Microsoft CRM

Education
Lafayette College   2011 — 2015
Bachelor's Degree, Economics

Saint Joseph's Preparatory School   2007 — 2011
High School

Bijan Marjan Bijan Marjan Greater New York City Area Details
Bijan Marjan's UBS Wealth Management Experience August 2007 - November 2009
Job
Industry Financial Services
Experience
J.P. Morgan   August 2011 - Present
HSBC Private Bank  November 2009 - July 2011
UBS Financial Services  August 2007 - November 2009
UBS Wealth Management   August 2007 - November 2009
Pershing LLC (Bank of New York Mellon)   June 1999 - August 2007
Computer Associates International  June 1997 - June 1999
QuestOne Decision Sciences Corporation   June 1992 - June 1997

Skills
Spring, Java Enterprise Edition, WebSphere Application..., Enterprise Software, TIBCO iProcess, CRM, WebSphere Portal, Enterprise Architecture, SOA, Requirements Analysis, Solution Architecture, Vendor Management, SDLC, Software Project..., Business Process..., Business Process, Business Analysis, Websphere, Foreign Languages, Spring Framework, Management, SOA Governance, EAI, Business Process Design, Java, Architecture, IT Strategy, Banking, Middleware, Governance, Agile Methodologies, Architectures, Web Services, Oracle, LAMP, LAMP administration, Red Hat Linux, Apache, WordPress, Git

Education
Lehigh University   1986 — 2002

Iranzamin International School

Notre Dame International School

Other

Jake Eisenberg Jake Eisenberg New York, New York Details
Jake Eisenberg's UBS Wealth Management Experience June 2012 - August 2012
Job Senior Associate at BNY Mellon
Industry Real Estate
Experience
BNY Mellon  April 2015 - Present
JPMorgan Chase  July 2013 - April 2015
UBS Wealth Management   June 2012 - August 2012
LPL Financial  January 2012 - May 2012

Skills
Bloomberg Terminal, Microsoft Excel, Financial Reporting, Financial Modeling, Finance, Financial Analysis, PowerPoint, Microsoft Office, Analysis, Corporate Finance, Equities, Fixed Income, Portfolio Management, Microsoft Word

Education
Lehigh University - College of Business and Economics
Bachelor of Science in Business and Economics, Finance, General

Jesse Straus Jesse Straus Greater New York City Area Details
Jesse Straus's UBS Wealth Management Experience June 2008 - August 2008
Job Marketing Manager at Nourish Snacks
Industry Higher Education
Experience
Nourish Snacks  September 2014 - Present
Vineyard Vines  March 2012 - September 2014
Vineyard Vines  May 2011 - March 2012
Vineyard Vines  October 2010 - May 2011
UBS Wealth Management   June 2008 - August 2008

Skills
Social Media Marketing, Facebook, PowerPoint, Social Media, Event Planning, Project Management, Direct Mail, Catalog Marketing, Graphic Design, Newsletters, Marketing

Education
Lafayette College   2006 — 2010
Bachelor's Degree, Economics & Business (Finance Certificate)

Holderness School   2002 — 2006

Dmitry Farbman Dmitry Farbman Northbrook, Illinois Details
Dmitry Farbman's UBS Wealth Management Experience February 2012 - Present
Job Senior Vice President Wealth Managem, Senior Portfolio Manager at FKS Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management   February 2012 - Present
Wells Fargo Advisors  April 2000 - February 2012
Merrill Lynch  1998 - 2000
Morgan Stanley  1996 - 1998

Education
Northwestern University School of Continuing Studies   2007 — 2009
Finance

Keller Graduate School of Management of DeVry University   2001 — 2003
Master of Business Administration, Finance

University of Illinois at Urbana-Champaign - College of Business   1993 — 1996
Bachelor of Science in Finance, Finance, Accounting and Economics

Roger Curylo Roger Curylo Greater New York City Area Details
Roger Curylo's UBS Wealth Management Experience March 2003 - October 2006
Job SVP, Head of Credit Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity  SVP, Head of Credit RiskFidelity InvestmentsNovember 2006 - Present
UBS Wealth Management   March 2003 - October 2006
UBS / PaineWebber  1991 - 2006
UBS  1991 - 2006

Skills
Series 7, Series 63, series 14 and series 8

Education
Lafayette College   1978 — 1982

Lafayette High School

Lafayette High School

Steve Sivak Steve Sivak Charlotte, North Carolina Details
Steve Sivak's UBS Wealth Management Experience October 2006 - February 2008
Job CFP®, Sports and Entertainment Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  February 2008 - Present
UBS Wealth Management   October 2006 - February 2008
Bank of America  April 2005 - October 2006
Accenture  July 2002 - April 2005

Skills
Portfolio Management, Investments, Banking, Risk Management, Financial Modeling, Asset Managment, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Mutual Funds, Wealth Management, Valuation

Education
Lafayette College   1997 — 2001
BS, Civil Engineering

Ben Whitman Ben Whitman Houston, Texas Area Details
Ben Whitman's UBS Wealth Management Experience 2001 - 2004
Job
Industry Real Estate
Experience
The Hanover Company  February 2010 - Present
The Hanover Company  2008 - 2010
The Hanover Company  2006 - 2008
UBS Wealth Management   2001 - 2004
UBS  1999 - 2001
Frank N. Magid Associates  1996 - 1999

Skills
Real Estate, Due Diligence, Asset Managment, Real Estate Development, Disposition, Capital Markets, Finance, Real Estate Transactions, Commercial Real Estate, Financial Analysis, Financial Modeling, Asset Management, Acquisitions, Brokerage, Real Estate Economics, Investments, Investment Properties, Valuation, Real Estate Financing

Education
Rice University - Jesse H. Jones Graduate School of Management   2004 — 2006
MBA

Washington and Lee University   1992 — 1996
BS

The Kinkaid School

Derek Harper Derek Harper Massillon, Ohio Details
Derek Harper's UBS Wealth Management Experience December 2012 - April 2013
Job Staffing Manager at Robert Half
Industry Financial Services
Experience
Robert Half  August 2014 - Present
Army National Guard  November 2005 - Present
Northwestern Mutual  July 2013 - January 2015
Costco Wholesale  May 2012 - July 2013
UBS Wealth Management   December 2012 - April 2013
UBS  2012 - 2013
Groves Lawncare   June 2007 - June 2009
Wendys  April 2002 - August 2008

Skills
Leadership, Microsoft Excel, Microsoft Office, Team Leadership, PowerPoint, Microsoft Word, Teamwork, Management, Outlook, Time Management, Financial Analysis

Education
Kent State University   2010 — 2013
Bachelor of Arts (B.A.), Economics

Kent State University   2010 — 2013
Bachelor of Arts (B.A.), Economics

The University of Akron

jackson high school

Kim Melletat-Yencer Kim Melletat-Yencer Birmingham, Michigan Details
Kim Melletat-Yencer's UBS Wealth Management Experience May 2000 - January 2006
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  January 2006 - Present
UBS Wealth Management   May 2000 - January 2006
Merrill Lynch  January 1990 - January 2000
Thomson Mckinnon / Prudential Securities   January 1988 - January 1990

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Series 7, Fixed Annuities, Investments, Asset Management, Alternative Investments, Life Insurance, Finance, 401k, Personal Finance, Long Term Care Insurance, Estate Planning, Mutual Funds, Employee Benefits, Insurance, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Series 63, Investment Strategies, Portfolio Management

Education
Institute of Investment Management Consulting at Raymond James   2014 — 2014
IIMC Designation, Asset Allocation, Manager Selection and Portfolio Construction

Financial Planning   2006 — 2009
Finance

Oakland University   2004 — 2006
Financial Planning / CFP Courses

Kaplan University
Financial Planning

Heinrich Rothenthal Heinrich Rothenthal Austria area Details
Heinrich Rothenthal's UBS Wealth Management Experience September 2001 - May 2005
Job Kundenbetreuung bei der PRIVAT BANK AG
Industry Banking
Experience
PRIVAT BANK AG   July 2005 - Present
UBS Wealth Management   September 2001 - May 2005
Gartner Group  1998 - 1999

Skills
Private Banking, Wealth Management, Portfolio Management, Financial Markets, Equities, Asset Managment, Emerging Markets, Investments, Capital Markets, Hedge Funds, Business Strategy, Financial Modeling

Education
Westminster University   1997 — 1998
1998, International Business Managment

Leopold-Franzens Universität Innsbruck   1993 — 1997
1997, Internationale Wirtschafts Wissenschaften

BRG 13 Wenzgasse   1982 — 1991
1991, Matura

Andrea Shea, CFP® Andrea Shea, CFP® Cleveland/Akron, Ohio Area Details
Andrea Shea, CFP®'s UBS Wealth Management Experience April 2009 - Present
Job Account Vice President Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   April 2009 - Present
Smith Barney  February 2005 - April 2009
Private Harbour Investment Management   February 2000 - February 2005

Education
Lake Erie College   1980 — 1983
BA, International Business/Spanish

Matt Dawson, CFP® Matt Dawson, CFP® Charlottesville, Virginia Area Details
Matt Dawson, CFP®'s UBS Wealth Management Experience October 2007 - September 2009
Job Principal | Co Founder at Rede Wealth, LLC
Industry Financial Services
Experience
Rede Wealth, LLC   January 2015 - Present
Stifel Nicolaus  September 2009 - January 2015
UBS Wealth Management   October 2007 - September 2009
Sun Microsystems  2001 - 2002
Cobalt Networks  2001 - 2001
Progressive Systems  1996 - 2001
PSINet  1995 - 1996

Skills
Strategic Financial..., Insurance, Portfolio Management, Estate Planning, Investments, Management, Business Development, Financial Analysis, Financial Planning, Loans, Strategic Planning, Mortgage Lending, Mergers & Acquisitions, Banking, Financial Modeling, Leadership, Finance, Retirement, Life Insurance, Equities, Business Strategy, Marketing Strategy, Series 7, Small Business, Risk Management, Uniform Combined State..., Mutual Funds, New Business Development, Term Life Insurance, Entrepreneurship

Education
Liberty University   1992 — 1995
Bachelor of Science

Hieu (Hugh) Tran Hieu (Hugh) Tran New York, New York Details
Hieu (Hugh) Tran's UBS Wealth Management Experience August 2011 - July 2013
Job Investment Analyst at UBS Global Asset Management
Industry Venture Capital & Private Equity
Experience
UBS Global Asset Management  July 2013 - Present
UBS Wealth Management   August 2011 - July 2013
University of Utah  September 2010 - April 2011
Beneficial Financial Group  September 2010 - April 2011
The Linfield Review  September 2009 - May 2010
Asia Commercial Bank (ACB)   June 2008 - August 2008

Skills
Financial Analysis, Data Analysis, Bloomberg Terminal, Financial Modeling, VBA, Hyperion Essbase, Bloomberg API, Private Equity, Wealth Management, Finance, Valuation, Bloomberg, Microsoft Excel, Corporate Finance, Analysis, Due Diligence, Management

Education
University of Utah - David Eccles School of Business   2010 — 2011
M.S., Finance

Linfield College   2007 — 2009
B.S., Finance (cum laude)

Wayne Maminski Wayne Maminski Greater New York City Area Details
Wayne Maminski's UBS Wealth Management Experience June 2011 - August 2011
Job Internal Wholesaler at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  January 2015 - Present
M&T Bank  September 2013 - Present
M&T Bank  June 2013 - September 2013
M&T Bank  June 2012 - June 2013
UBS Wealth Management   June 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Finance, Analysis, Management, Commercial Lending, Building Relationships, Sales

Education
Lafayette College   2008 — 2012
Bachelor of Arts (BA), Economics

Father Judge High School   2004 — 2008

Mary Pat Gillie Mary Pat Gillie Greater Chicago Area Details
Mary Pat Gillie's UBS Wealth Management Experience May 2009 - September 2009
Job Senior Research Analyst at Nielsen
Industry Marketing and Advertising
Experience
Nielsen  February 2013 - Present
Maritz Research  June 2011 - January 2013
Clearwire  September 2009 - November 2010
Clearwire  September 2009 - November 2010
Clearwire  September 2009 - November 2010
UBS Wealth Management   May 2009 - September 2009
New Trier High School District  2009 - 2009

Skills
Salesforce.com, Marketing Research, Account Management, Customer Retention, B2B, Cold Calling, Direct Sales, Market Research, Sales Management, Sales, Marketing, Sales Operations, Customer Satisfaction, Marketing Strategy, Competitive Analysis, Direct Marketing, Sales Presentations, Sales Process, Social Media Marketing, Market Planning, Selling, CRM, Leadership, Market Analysis, Product Marketing, Customer Service, Lead Generation, Marketing Communications

Education
Lewis University   2004 — 2008
Bachelors, Marketing

Tarmaine Hall Tarmaine Hall Greater New York City Area Details
Tarmaine Hall's UBS Wealth Management Experience March 2007 - April 2009
Job Licensed Insurance Agent
Industry Insurance
Experience
Platinum Home Health Services   May 2015 - Present
Senior Whole Health  October 2013 - May 2015
UnitedHealth Group  September 2012 - October 2013
Aflac  January 2010 - October 2012
Life Quotes, Inc.   December 2011 - August 2012
United HealthCare  August 2011 - December 2011
UBS Wealth Management   March 2007 - April 2009
NYC Department of Education  February 2005 - March 2007
Real World Enterprises   January 2002 - September 2002
Decision One  February 2000 - June 2001

Skills
Access, Insurance, Problem Solving, Data Entry, Customer Service, Inside Sales, B2B, Team Management, Networking, Team Building, Sales, Marketing, Call Centers, Event Planning, Social Networking, Microsoft Office, System Administration, Management, Technical Support, Troubleshooting, Event Management, Budgets, Coaching, Human Resources, Health Insurance, Healthcare, Public Speaking

Education
Katharine Gibbs School   1999 — 2003
A.S, Computer Science/Computer Network Operations

Spartanburg Methodist College   1996 — 1997
Business Management

Spartanburg Methodist College   1996 — 1997
Business Management

Aviano High school   1992 — 1994
High school diploma

Bryce Lob Bryce Lob Manhattan, Kansas Details
Bryce Lob's UBS Wealth Management Experience June 2014 - August 2014
Job Director of Sales and Marketing at Salty Iguana, Inc.
Industry Marketing and Advertising
Experience
Salty Iguana, Inc.   June 2015 - Present
UBS Wealth Management   June 2014 - August 2014
Wheat State Pizza  May 2013 - May 2014
Odyssey at Kansas State University   May 2012 - September 2012
Wichita Country Club  August 2008 - August 2011

Skills
Social Media, Advertising, Microsoft Office, Social Networking, Marketing, Microsoft Word, Public Relations, Entrepreneurship, Teamwork, Creative Strategy, Online Marketing, PowerPoint, Social Media Marketing, Customer Service, Sales, Facebook

Education
Kansas State University   2011 — 2015
Bachelor of Science (B.S.), Marketing and Entrepreneurship

Jonathan L. Zoubek Jonathan L. Zoubek Chicago, Illinois Details
Jonathan L. Zoubek's UBS Wealth Management Experience March 2012 - July 2012
Job Financial Reporting Analyst
Industry Financial Services
Experience
Northern Trust Corporation  September 2014 - Present
INTL FCStone Inc.  June 2014 - September 2014
UBS Wealth Management   March 2012 - July 2012

Skills
Microsoft Office, Highly personable, Team-oriented, Superior written &..., Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Time Management, Social Media, Customer Service, Social Networking, Event Planning, Leadership

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

Peter VanderDrift, CFA Peter VanderDrift, CFA Greater New York City Area Details
Peter VanderDrift, CFA's UBS Wealth Management Experience December 2007 - February 2008
Job Senior Sales at Dataminr, Inc.
Industry Financial Services
Experience
Dataminr, Inc.   July 2014 - Present
MSCI Inc.  January 2011 - July 2014
MSCI Inc.  June 2009 - November 2010
MSCI Inc.  July 2008 - June 2009
UBS Investment Bank  December 2007 - February 2008
UBS Wealth Management   December 2007 - February 2008

Skills
Fixed Income, Portfolio Management, Bonds, Hedge Funds, Risk Management, Sales Presentations, Equities, Portfolio Performance..., Application Portfolio..., Cold Calling, Sales Prospecting

Education
Lafayette College   2004 — 2008
Bachelor Degree, Mathematics and Economics

Anthony Solarino Anthony Solarino New Haven, Connecticut Details
Anthony Solarino's UBS Wealth Management Experience January 2011 - October 2012
Job Commercial Realtor at Press Cuozzo Realtors
Industry Commercial Real Estate
Experience
Press Cuozzo Realtors   November 2014 - Present
UBS Wealth Management   January 2011 - October 2012
Standard Chartered Bank  June 2010 - October 2010
BNY Mellon  April 2007 - March 2010
Deluxe Entertainment Services Group  December 2005 - April 2007
VideoBank  February 2005 - November 2005
News 12 New Jersey  June 2004 - February 2005

Skills
Video, Final Cut Pro, Database Administration, Television, Digital Media, Management, Microsoft Office, Real Estate School, Financial Services, Analysis, Finance, Fixed Income, Securities, Negotiation, Investment Properties

Education
King's College   1999 — 2003
BA, Mass Communication/Media Technologies

New Horizons School of Real Estate   2012 — 2012
New Horizons School of Real Estate, Real Estate School, A

Karen Santana Karen Santana Greater New York City Area Details
Karen Santana's UBS Wealth Management Experience August 2011 - December 2011
Job
Industry Financial Services
Experience
J.P. Morgan   March 2015 - Present
BNY Mellon  2012 - 2015
UBS Wealth Management   August 2011 - December 2011
AXA Advisors  May 2010 - September 2010

Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Portfolio Management, Finance, Bloomberg, Banking, Microsoft Office, Equities, Securities, Fund Accounting, Public Speaking, Account Reconciliation, Microsoft Word, Financial Services, Customer Service, Event Planning, Time Management, Research, Management, Derivatives, Security Clearance, Broker-Dealer Operations

Education
St. Joseph's College   2012 — 2015
Master of Business Administration (MBA), Finance, General

LIU Post
Bachelor's Degree, Finance, General

Bianca (Bianca Benedetti-Fang) Wood Bianca (Bianca Benedetti-Fang) Wood New York, New York Details
Bianca (Bianca Benedetti-Fang) Wood's UBS Wealth Management Experience October 2010 - Present
Job Wealth Strategy Analyst, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   October 2010 - Present
AB, Alliance Bernstein Wealth Management   March 2008 - October 2010

Education
Lehigh University   2002 — 2006
Bachelor's Degree, Business & Economics

Lehigh University   2002 — 2006
BS Economics, Finance, General

Chris Paterakos Chris Paterakos Wilmette, Illinois Details
Chris Paterakos's UBS Wealth Management Experience March 2012 - Present
Job Client Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2012 - Present

Education
Lake Forest College   2007 — 2011
BS, Economics

New Trier High School   2004 — 2007

Charles Bagley Charles Bagley Greater New York City Area Details
Charles Bagley's UBS Wealth Management Experience May 2012 - August 2012
Job Summer Analyst at Bain Capital Sankaty Advisors
Industry Financial Services
Experience
Bain Capital - Sankaty Advisors  June 2015 - Present
Marwood Group  January 2014 - March 2014
UBS Wealth Management   May 2012 - August 2012
Kyodo Advertising Agency   June 2011 - August 2011

Skills
Statistics, Data Analysis, Microsoft Excel, Research, Matlab, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Qualitative Research, Python, DCF Valuation, Valuation Modeling, Fixed Income, Due Diligence, Financial Modeling, Mergers & Acquisitions, LBO

Education
University of Pennsylvania - The Wharton School   2012 — 2016
B.S., B.A., Huntsman Program in International Studies and Business

Kyoto University   2014 — 2014
Political Economics

Stuyvesant High School   2008 — 2012

William Leonard William Leonard Greater New York City Area Details
William Leonard's UBS Wealth Management Experience June 2013 - August 2013
Job Ticket Sales Associate New Jersey Devils
Industry Sports
Experience
New Jersey Devils  September 2015 - Present
Yelp  January 2015 - August 2015
UBS Wealth Management   June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Sales, Health Insurance, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Life Insurance, Public Speaking, Microsoft Word, Social Media

Education
Lafayette College   2010 — 2014
Bachelor's Degree, Government and Law

Bergen Catholic High School   2006 — 2010

Kelly Berkanish Kelly Berkanish Greater New York City Area Details
Kelly Berkanish's UBS Wealth Management Experience July 2015 - Present
Job Associate Director, Structured Solutions Sales at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
UBS Wealth Management   April 2015 - June 2015
UBS Wealth Management   March 2014 - February 2015
UBS Wealth Management   November 2010 - February 2014
UBS  March 2013 - October 2013
First Brokers Securities  June 2009 - August 2010

Skills
Fixed Income, Wealth Management, Alternative Investments, Capital Markets, Asset Management, Derivatives, Financial Analysis, Investments, Series 7, Bloomberg, Portfolio Management, Structured Products, Foreign Exchange

Education
Lehigh University   2006 — 2010
Bachelor of Science (BS), Finance

Kevin M. Troyan Kevin M. Troyan Charlotte, North Carolina Area Details
Kevin M. Troyan's UBS Wealth Management Experience July 2010 - August 2010
Job Entrepreneur and Investor
Industry Management Consulting
Experience
Norman Island Advisors   March 2012 - Present
Windward Capital Group   September 2011 - March 2012
Applied Investment Management Class   September 2010 - May 2011
UBS Wealth Management   July 2010 - August 2010
Wine Country Party Rental   June 2006 - August 2009
Massey Knakal Realty Services  June 2008 - August 2008

Skills
Valuation, Financial Modeling, Finance, Bloomberg, Microsoft Excel, Financial Analysis, Asset, Excel, PowerPoint, Mergers & Acquisitions, Entrepreneurship, Management, Strategy, Microsoft Office, Analysis, Customer Service, Public Speaking, Leadership

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2010
B.S., Business Administration

Lafayette College   2007 — 2008

Andrea Lavin Andrea Lavin New York, New York Details
Andrea Lavin's UBS Wealth Management Experience May 2010 - August 2010
Job Business Advisor Program at EY
Industry Financial Services
Experience
EY  January 2013 - Present
UBS Wealth Management   May 2010 - August 2010

Skills
Project Management, Microsoft Excel, Analysis, Budgets, PowerPoint, Business Analysis, Business Strategy, Change Management, Process Improvement, Research, Leadership

Education
Lehigh University - College of Business and Economics   2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General

Robert Bender Robert Bender Greater New York City Area Details
Robert Bender's UBS Wealth Management Experience April 2008 - April 2011
Job Men's Merchandising Manager at Coach
Industry Retail
Experience
Coach  November 2014 - Present
Coach  March 2014 - November 2014
Coach  August 2012 - March 2014
Coach  April 2011 - August 2012
UBS Wealth Management   April 2008 - April 2011
Leafstone Staffing  December 2007 - April 2008
Textron  May 2006 - June 2006

Skills
Merchandising, Fashion, Visual Merchandising, Trend Analysis, Apparel, Management, Teamwork, Time Management, Testing, Due Diligence, Six Sigma, Cross-functional Team..., Retail, Team Building, Training, Customer Service

Education
Johnson & Wales University   2004 — 2007
Bachelors of Science, Business Administration, Management, Concentration in Entrepreneurship

St Peter's Prep   2000 — 2004

Daniel Draven Daniel Draven Greater Atlanta Area Details
Daniel Draven's UBS Wealth Management Experience July 2009 - December 2009
Job Senior Financial Analyst at Calero Software
Industry Financial Services
Experience
Calero Software  September 2015 - Present
Fiserv  February 2014 - July 2015
Share Our Strength  December 2010 - January 2014
UBS Wealth Management   July 2009 - December 2009

Skills
Project Coordination, Financial Analysis, Team Management, Business Analysis, Investments, Financial Markets, Excel, Customer Relations, Valuation, PowerPoint, Word, Financial Modeling, Strategic Planning, Team Leadership, Financial Management, Management, Process Improvement, Analysis, Finance, Data Analysis, Customer Service, Forecasting, Teamwork, Event Management, Leadership, Nonprofits, Accounting, Market Research, Microsoft Excel, Management Consulting

Education
Kennesaw State University - Michael J. Coles College of Business   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

Kennesaw State University - Michael J. Coles College of Business   2008 — 2009
BBA, Finance and Economics, 3.6 GPA

Jason Gregory Jason Gregory Chicago, Illinois Details
Jason Gregory's UBS Wealth Management Experience February 2002 - December 2004
Job Director of Sales
Industry Insurance
Experience
GoHealth  June 2012 - Present
Rockstar Funds   September 2010 - Present
Fintegra Financial   April 2010 - September 2010
Ameriprise Financial  August 2008 - April 2010
LPL  December 2004 - August 2008
UBS Wealth Management   February 2002 - December 2004
Morgan Stanley Dean Witter  January 1998 - January 2002

Skills
Account Management, Strategic Planning, Start-ups, Management, Business Planning, Marketing Strategy, Sales Operations, Sales, Forecasting, Direct Marketing, Investments, Selling, Insurance, Customer Service, Cold Calling, Customer Retention, P&L Management, Finance, Leadership, New Business Development, Direct Sales, CRM, Marketing, Sales Process, Sales Management, Business Development, Salesforce.com, Team Building, Strategy, Coaching, Public Speaking, B2B, Training, Sales Presentations, Recruiting, Contract Negotiation, Team Leadership, Microsoft Office

Education
Judson University
BA, Education

Bridget Farrell Bridget Farrell Greater New York City Area Details
Bridget Farrell's UBS Wealth Management Experience June 2015 - Present
Job Training Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
Lafayette College  August 2011 - May 2015
The CementBloc  January 2015 - January 2015
Havas Life Metro  June 2014 - August 2014
Pfizer  January 2014 - January 2014
Delta Gamma  August 2012 - May 2013
William Bohrod, DMD   January 2013 - January 2013
Aesthetic Dentistry of Bernardsville   June 2012 - August 2012
Crestmont Country Club  June 2011 - August 2012
Rock Spring Country Club  June 2009 - August 2010

Education
Lafayette College   2011 — 2015
Bachelor of Arts (B.A.), Biology, French Minor

Oak Knoll School of the Holy Child   2007 — 2011

Richard Vincent Richard Vincent Greater New York City Area Details
Richard Vincent's UBS Wealth Management Experience April 2010 - Present
Job First Vice PresidentInvestments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   April 2010 - Present
Morgan Stanley Smith Barney  November 2005 - April 2010
Oppenheimer & Co.   August 1995 - November 2005
Lehman Brothers  November 1982 - August 1995

Education
Kenyon College   1974 — 1978
BA, History

Montclair High School   1970 — 1974

Robert Howe Robert Howe Jacksonville, Florida Area Details
Robert Howe's UBS Wealth Management Experience January 2006 - May 2006
Job Associate Listed Derivatives at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  October 2012 - Present
Citigroup  May 2009 - October 2012
Goldman Sachs  May 2006 - May 2009
UBS Wealth Management   January 2006 - May 2006

Skills
Options, Derivatives, Commodity, Account Reconciliation, Currency, Mutual Funds, Stocks, Fixed Income, Equities, Trading, Hedge Funds, Bloomberg, Electronic Trading, Trading Systems, Investment Banking, Financial Markets, Middle Office, Securities, Capital Markets, CDS, IRS, Dodd-Frank, Prime Brokerage, Valuation, Settlement, FX Options

Education
Kean University
B.S., Business Administration, Management and Operations

Bryan Menar MBA, CPA, CVA Bryan Menar MBA, CPA, CVA Syracuse, New York Area Details
Bryan Menar MBA, CPA, CVA's UBS Wealth Management Experience 2001 - 2002
Job Vice President Financial Planning & Analysis at Chobani
Industry Consumer Goods
Experience
Chobani  February 2015 - Present
Chobani  September 2012 - Present
JC Jones & Associates  March 2010 - September 2012
Goldman Sachs  2002 - March 2010
UBS Wealth Management   2001 - 2002
Ernst & Young  1998 - 2001

Skills
Business Valuation, Corporate Finance, Risk Management, Management Consulting, Merchant Banking, Financial Reporting, Financial Analysis, Integration, Auditing, Process Improvement, Budgeting, Forecasting

Education
New York University - Leonard N. Stern School of Business   2004 — 2007
MBA, Finance

Le Moyne College   1993 — 1998
BS Accounting & Economics

Christian Brothers Academy, Lincroft NJ   1989 — 1993

Miles Kerr Miles Kerr Greater Chicago Area Details
Miles Kerr's UBS Wealth Management Experience May 2012 - August 2012
Job North American Supply Chain Analyst at Baxalta
Industry Financial Services
Experience
Baxalta  July 2015 - Present
Baxter International Inc.  June 2013 - Present
UBS Wealth Management   May 2012 - August 2012
Lake Forest College  August 2010 - June 2011

Skills
Time Management, Analysis, Leadership, Corporate Finance, Social Media Marketing, Customer Service, Finance, Spanish, Teamwork, Project Management, Excel, Supply Chain, Account Reconciliation, Management, JD Edwards, Logistics, Consignment

Education
Lake Forest College   2009 — 2013
Bachelor of Arts (B.A.), Finance, General

University of Auckland   2011 — 2011
Finance, General

Craig Livoti Craig Livoti Greater New York City Area Details
Craig Livoti's UBS Wealth Management Experience November 2004 - July 2007
Job Regional Sales Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  July 2012 - Present
BlackRock  June 2011 - January 2012
Morgan Stanley Smith Barney  July 2007 - May 2011
UBS Wealth Management   November 2004 - July 2007

Skills
Series 7, Hedge Funds, Equities, Asset Management, Securities, Financial Planning, Investments, Financial Markets, Portfolio Management, Retirement Planning, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Series 63, Strategic Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Account Management, Sales Management, Strategic Financial..., Financial Advisory, Financial Services, Bonds

Education
Lafayette College   2000 — 2004
Bachelor of Arts, Business and Economics

SHS

Kelly Barrisford Lepore Kelly Barrisford Lepore Greater New York City Area Details
Kelly Barrisford Lepore's UBS Wealth Management Experience September 2010 - September 2011
Job Recruiting at JPMorgan Chase
Industry Staffing and Recruiting
Experience
JPMorgan Chase  April 2014 - December 2014
Marcum Search LLC  January 2012 - October 2012
UBS Wealth Management   September 2010 - September 2011
Career Group Search, Inc   April 2010 - September 2010
The Bachrach Group  July 2003 - April 2010
Parker Clark Executive Recruitment   March 2001 - July 2003

Skills
Financial Markets, Personnel Management, Outlook, Risk Management, Internal Audit, Policy, Financial Reporting, Business Analysis, Recruiting, Executive Search, Human Resources, Marketing, Finance, Management, Accounting, Temporary Placement

Education
State University of New York College at Plattsburgh   1996 — 2000
BA Finance, Economice / Finance

Liverpool Hope University   1999 — 1999

Ashley Rosa Ashley Rosa Columbus, Ohio Area Details
Ashley Rosa's UBS Wealth Management Experience January 2012 - March 2012
Job Administrative Assistant at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed  February 2013 - Present
BMW Financial Services  June 2012 - February 2013
Warner Consulting Group   March 2012 - June 2012
Columbus Mitsubishi West (Formerly Saturn of Columbus)   May 2010 - June 2012
UBS Wealth Management   January 2012 - March 2012
Leikin Motor Companies   May 2007 - March 2010

Skills
Customer Service, Microsoft Office, Budgets, Strategic Planning, PowerPoint, Automotive, Inventory Management, Microsoft Excel, Microsoft Word, Sales

Education
Kent State University at Ashtabula   2014 — 2016
Associate's Degree, Viticulture and Enology

The Ohio State University   2008 — 2012
Bachelor of Science (B.S.), Consumer and Family Financial Services

Gregg Cormier Gregg Cormier West Hartford, Connecticut Details
Gregg Cormier's UBS Wealth Management Experience September 2003 - December 2004
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  May 2014 - Present
SunTrust Investment Services  September 2006 - October 2009
Moors & Cabot  December 2004 - September 2006
UBS Wealth Management   September 2003 - December 2004
Kelmoore Investment Company  December 2001 - June 2003
Morgan Stanley  January 2000 - December 2001

Skills
Series 7, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Investments, Public Speaking, Event Management, Project Management, Insurance, Management, Sales, Finance, Portfolio Management, Mutual Funds

Education
Keene State College   1995 — 1999
Bachelor of Science (B.S.), Economics & Mathematics

Michal Kowalczyk Michal Kowalczyk Greater New York City Area Details
Michal Kowalczyk's UBS Wealth Management Experience September 2011 - December 2011
Job Sales & Trading Santander
Industry Financial Services
Experience
Santander Investment Securities Inc  June 2015 - Present
Jennison Associates LLC  August 2013 - January 2015
TeamLinkAthletics.com   May 2013 - September 2013
Citi Group  March 2012 - August 2013
Alpari (US), LLC   January 2012 - March 2012
UBS Wealth Management   September 2011 - December 2011
FXDD  June 2011 - August 2011
JH Darbie & co.   May 2011 - August 2011

Skills
Microsoft Excel, Hedge Accounting, Communication, Problem Solving, Capital Markets

Education
Kent State University   2008 — 2011
Bachelor, Business Administration; Finance

Hackensack High school   2007 — 2008

Garfield High School   2004 — 2008
High School, General Studies, 9-12

Volker Zaworka Volker Zaworka Austria area Details
Volker Zaworka's UBS Wealth Management Experience June 2004 - May 2008
Job Investment Consultant / Relationship Manager bei Centrum Bank
Industry Banking
Experience
Centrum Bank   September 2012 - Present
Centrum Bank   March 2011 - August 2012
Centrum Bank   July 2008 - February 2011
UBS Wealth Management   June 2004 - May 2008
UBS Wealth Management   January 2002 - May 2004
Bloomberg  December 1999 - December 2001
Inter-American Development Bank  October 1997 - July 1999

Skills
Finanzmärkte, Assetmanagement, Festverzinsliche Werte, Depotverwaltung, Derivate, Kapitalmärkte, Investmentbank, Stammaktien, Risikomanagement, Investitionen, Bankwesen

Education
Leopold-Franzens Universität Innsbruck   1991 — 1996
1996, Wirtschaftswissenschaften

JP Altier JP Altier Greater New York City Area Details
JP Altier's UBS Wealth Management Experience April 2003 - July 2008
Job Lead Developer at UBS
Industry Information Technology and Services
Experience
UBS  June 2009 - Present
Walnut Capital Management  1997 - Present
DTCC  July 2008 - March 2009
UBS Wealth Management   April 2003 - July 2008
Leppert & Altier, LLC   April 1994 - April 2003
AIG  2002 - 2002
HSBC  2000 - 2001
Paine Webber  2000 - 2000
Deutsche Bank  1999 - 2000
Chase Manhattan Bank  1996 - 1999

Skills
Websphere, Unix, Integration, Architecture, Project Management, Enterprise Software, High Availability, Enterprise Architecture, IT Strategy, Business Analysis, Infrastructure, Trading Systems, Java Application..., J2EE Application..., Spring, Struts, LDAP, System Administration, Solaris, ITIL, Architectures, Business Architecture, Data Center, Financial Markets, Financial Services, IT Management, Information Security, Java, Linux, Oracle, SDLC, Servers, Spring Framework, Trading, Vendor Management, WebSphere

Education
Lehigh University   1981 — 1982
MBA, Economics, Finance

Lehigh University   1976 — 1980
BS, Electrical Engineering

Christian Brothers Academy   1972 — 1976

Priya Jaganathan Priya Jaganathan Greater New York City Area Details
Priya Jaganathan's UBS Wealth Management Experience November 2007 - Present
Job Manager at DTCC
Industry Banking
Experience
DTCC  2009 - Present
UBS Wealth Management   November 2007 - Present
UBS Investment Bank  2006 - 2007
Aegis  2005 - 2006
HDPI   2001 - 2004
HSBC  2000 - 2004

Skills
Business Analysis, Vendor Management, Project Management, Management, Financial Services, Banking, Program Management

Education
Osmania University   1996 — 1998
BSC, sciences

Kendriya Vidyalaya   1993 — 1995
bsc, sciences

Peter Ragano Peter Ragano Greater New York City Area Details
Peter Ragano's UBS Wealth Management Experience July 2007 - April 2009
Job Managing Editor/Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  2011 - Present
Wilton  2007 - 2012
UBS Wealth Management   July 2007 - April 2009
UBS  2007 - 2009
Merrill Lynch  July 1995 - February 2006
Tillamook County Women's Resource Center   1983 - 1993

Skills
Research, Marketing Communications, Editing, Copywriting, Management, Content Development, Finance

Education
LIU Post   1983 — 1987
Music Performance

Abhisek Dash Abhisek Dash Orange County, California Area Details
Abhisek Dash's UBS Wealth Management Experience May 2009 - September 2010
Job Digital Platform Arch Principal at Accenture Interactive
Industry Information Technology and Services
Experience
Accenture Interactive  August 2015 - Present
Accenture Interactive  August 2013 - August 2015
RR Donnelley (Press+)   August 2012 - July 2013
GSI Commerce (eBay company)   September 2010 - August 2012
UBS Wealth Management   May 2009 - September 2010
Fulcrum Logic  2004 - 2010
Guardian Group  March 2008 - April 2009
Merill Lynch (BAC)   June 2006 - December 2007
AIG  February 2002 - July 2005
TCS  1999 - 2004

Skills
Cloud Computing, IT Strategy, Requirements Analysis, Enterprise Architecture, Integration, Software Project..., Enterprise Software, Agile Methodologies, Mobile Applications, Agile, Customer Engagement, B2B eCommerce, Product Management, Payment Systems, Digital Strategy, Responsive Web Design, B2C, Mobile Commerce, Global Delivery, E-commerce

Education
University of Connecticut   2006 — 2010
MBA, Finance

Sambalpur University   1995 — 1999
Bachelor in Engineering, Telecom and communication Technology

Kendriya Vidyalaya   1987 — 1995
+2 higher secondary, KV No 1 Bhubaneswar

Bret Petersen Bret Petersen Greater Chicago Area Details
Bret Petersen's UBS Wealth Management Experience April 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
UBS Wealth Management   April 2011 - Present
Morgan Stanley  November 2002 - April 2011

Education
Lewis University   1998 — 2002
Finance & Accounting, Financial Planning and Services

Jay (Gennadiy) Feldman Jay (Gennadiy) Feldman Greater New York City Area Details
Jay (Gennadiy) Feldman's UBS Wealth Management Experience 1999 - 2009
Job Software / Application Architect
Industry Banking
Experience
UBS WMA   September 1999 - October 2009
UBS Wealth Management   1999 - 2009
DMR-Trecom  January 1994 - September 1999

Skills
Unix, Java, Agile Methodologies, Solution Architecture, Enterprise Software, C++, Software Development, XML, C#, Software Engineering, SQL, IT Strategy, Architectures, Enterprise Architecture, Integration, SDLC, Architecture, Linux, Oracle, Weblogic, Solaris, Programming, Software Project..., Java Enterprise Edition, Design Patterns, .NET, SOA, C, Scrum, Websphere, Python, Subversion, Perl, Business Analysis, Web Services, Requirements Analysis, Software Design, Visual Studio

Education
Kyiv Engineering Technical Institute   1977 — 1982
BS, electrical engineering

J. David Cross J. David Cross Greater New York City Area Details
J. David Cross's UBS Wealth Management Experience June 2003 - February 2006
Job Managing Director at ConvergEx LiquidPoint
Industry Capital Markets
Experience
Convergex  April 2012 - Present
BNY-ConvergEx LiquidPoint   March 2008 - May 2012
SCCM LLC   November 2006 - November 2007
UBS Wealth Management   June 2003 - February 2006

Education
Lake Forest College

Richard Holt, Jr. Richard Holt, Jr. Lexington, Kentucky Details
Richard Holt, Jr.'s UBS Wealth Management Experience September 2003 - April 2009
Job L3 Technician at DISYS
Industry Computer Hardware
Experience
DISYS  May 2012 - Present
Xerox  August 2011 - April 2012
UBS Wealth Management   September 2003 - April 2009

Skills
Active Directory, XP, Blackberry Enterprise..., Servers, Windows Server, Computer Hardware, Windows 7, Storage Area Networks, Citrix, VMware, Laptops, Troubleshooting, Help Desk Support, DHCP, Group Policy, Networking, Data Center, Microsoft Exchange

Education
Lipscomb University   1990 — 1993
B.A., Political Science

Michael Zaladonis Michael Zaladonis New York, New York Details
Michael Zaladonis's UBS Wealth Management Experience December 2006 - December 2007
Job Head of Enterprise Solutions Custodians and Sell Side, Americas at Bloomberg
Industry Financial Services
Experience
Bloomberg  September 2010 - Present
Bloomberg  December 2008 - September 2010
Standard and Poor's  December 2007 - November 2008
UBS Wealth Management   December 2006 - December 2007
Strategic Capital Development, LLC   2003 - 2006
UBS Investment Bank  January 1999 - May 2002
Merrill Lynch  June 1997 - 1998
Morgan Stanley  1994 - 1997

Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg

Education
Lehigh University - College of Business and Economics
BS/BA, Finance/Economics

The University of Chicago Booth School of Business
MBA, Finance

Michael Colon Michael Colon Greater New York City Area Details
Michael Colon's UBS Wealth Management Experience June 2004 - February 2011
Job Program manager, Sales and acquisition marketing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional  February 2011 - Present
UBS Wealth Management   June 2004 - February 2011
UBS  June 2004 - June 2006
UBS  2000 - June 2004

Skills
Marketing, Strategic Financial..., Financial Services, Wealth Management, Relationship Management, Marketing Strategy, Analytics, Digital Marketing, Marketing Communications, Product Management, Retirement Planning, Retirement, Sales

Education
Liberty University   1995 — 1999
BS, Communications

Brian Ludlum Brian Ludlum Greater New York City Area Details
Brian Ludlum's UBS Wealth Management Experience July 2006 - June 2008
Job Customer Service Associate at OHAUS Corporation
Industry Consumer Goods
Experience
OHAUS Corporation  April 2015 - Present
Witney & Wilcox Construction   May 2014 - April 2015
Express Scripts  April 2013 - February 2014
Express Scripts (Medco before April 2012)   January 2011 - April 2013
Structural Profiles   June 2010 - January 2011
McCormack Contracting   December 2008 - June 2010
UBS Wealth Management   July 2006 - June 2008

Skills
Process Improvement, Efficiency, Organized Multi-tasker, Highly detail oriented, Time Management, Analysis, Strategic Planning, Research, Teamwork, Customer Service, Quick Study, Microsoft Excel, Microsoft Word, PowerPoint, Access, SharePoint, SAP CRM, SAP, PeopleSoft, Oracle, Pegasystems PRPC, Rumba

Education
King's College   2002 — 2006
BS, Business Administration, Marketing Minor

Sanjay Bhatt Sanjay Bhatt San Francisco Bay Area Details
Sanjay Bhatt's UBS Wealth Management Experience 2003 - 2005
Job Solutions Architect
Industry Utilities
Experience
KloudData (Previously AimTech Solutions Inc.)   September 2005 - Present
Adobe  2010 - 2012
NV Energy  2009 - 2010
Fortis Bank  2007 - 2008
Charles Schwab  2006 - 2007
UBS Wealth Management   2003 - 2005

Skills
Data Warehousing, ETL, Data Warehouse..., Data Modeling, SDLC, Microsoft SQL Server, Business Objects, Business Intelligence, Oracle, Data Integration, PL/SQL, Informatica, Solution Architecture, OLAP, Business Analysis, Enterprise Architecture, SQL, Requirements Analysis, XML, Databases

Education
L.D College of Engineering - Ahmedabad   1992 — 1995
MCA

M.S.University of Baroda   1990 — 1992
Bachelor of Science (B.Sc.), Mathematics

Shreyash High School

Lawrence Gore Lawrence Gore Greater New York City Area Details
Lawrence Gore's UBS Wealth Management Experience 1990 - 2008
Job President at Wilmington Trust Northeast Region
Industry Financial Services
Experience
Wilmington Trust - Northeast Region   April 2010 - Present
UBS Wealth Management   1990 - 2008

Education
Pace University - Lubin School of Business   1979 — 1982
MBA, Finance

Lehigh University   1974 — 1978
BS, Accounting/Finance

Laura Diaz Laura Diaz Greater New York City Area Details
Laura Diaz's UBS Wealth Management Experience May 2006 - January 2008
Job Associate Director, Business Manager at UBS
Industry Financial Services
Experience
UBS  September 2012 - Present
UBS  April 2010 - September 2012
UBS Financial Services  January 2008 - April 2010
UBS Wealth Management   May 2006 - January 2008

Skills
Banking, Customer Service, Financial Services, Leadership, Management, Outlook, Risk Management, Securities, Strategy, Series 7, Wealth Management

Education
Iona College   1998 — 1998
BS, Communications

Johnson & Wales University
Associate's degree, Public Relations, Advertising, and Applied Communication

Johnson & Wales University
Associate's degree, Hotel, Motel, and Restaurant Management

murthy vissapragada murthy vissapragada Washington D.C. Metro Area Details
murthy vissapragada's UBS Wealth Management Experience September 2009 - May 2010
Job Technical Consultant Lead at Dow Jones
Industry Information Technology and Services
Experience
Dow Jones  June 2010 - Present
UBS Wealth Management   September 2009 - May 2010
Seygen Inc   March 2008 - June 2009

Skills
Web Services, CSS, SQL, Microsoft SQL Server, JavaScript, Agile Methodologies, Java Enterprise Edition, Java, XML, jQuery, REST, XSLT, JSON, Apache, AJAX, Oracle, SOA, SDLC

Education
Koneru Lakshmaiah College of Engineering   1998 — 2002
Bachelor's degree, Computer Science

Otto-von-Guericke-Universität Magdeburg
Master's degree, Computer Science

Andy Newman Andy Newman Miami/Fort Lauderdale Area Details
Andy Newman's UBS Wealth Management Experience 1994 - 2010
Job President at Newman Advisors
Industry Banking
Experience
Newman Advisors   January 2010 - Present
Newman Coaching   2010 - Present
Newman Coaching   February 2012 - Present
Martha Beck, Inc.   2009 - Present
Martha Beck Inc  2009 - Present
Sampoorna   2008 - Present
Best Year Yet  2007 - Present
Kolbe Corp  2007 - Present
UBS Wealth Management   1994 - 2010
Lehman Brothers  1988 - 1994

Skills
Executive Coaching, Executive Team Alignment, Leadership Development, Life Coaching, Mentoring, Teaching, Strategic Planning, Public Speaking, Inspiration, Change Management, Money Management, Financial Planning, Private Banking, Wealth Management, Experiental Coaching, Emotional Intelligence, Foreign Languages, International..., Family Office Coaching, Coaching, Equus Coaching, Business Performance..., Business Sale Exit..., Lifestyle Coaching

Education
University of Wisconsin-Madison   1981 — 1985
BA, Economics, International Relations

Institut d'Etudes politiques de Paris   1983 — 1984
Political Science - International Relations

CNG

Landmark Education

Kraig Brunelle Kraig Brunelle Greater New York City Area Details
Kraig Brunelle's UBS Wealth Management Experience December 2006 - February 2012
Job Senior Vice President Head of Products & Services US at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management  May 2013 - Present
UBS Global Family Office - Americas   January 2012 - May 2013
UBS Wealth Management   December 2006 - February 2012
UBS Wealth Management   October 2003 - November 2006
UBS Wealth Management   November 2002 - October 2003
UBS Wealth Management   April 2000 - November 2002
TD Ameritrade  June 1999 - April 2000
TD Ameritrade  September 1995 - June 1999
Kansaibei Language Services   September 1992 - June 1995

Skills
Product Development, Strategic Planning, Project Management, Portfolio Management, Equity Derivatives, Product Management, Core Banking, Equities, Fixed Income, Vendor Management, Family Office, Financial Services, Hedge Funds, Derivatives, Investments, Capital Markets, Wealth Management, Strategy, Risk Management, Securities, Trading, Alternative Investments, Banking, Options, Electronic Trading, Investment Banking, FX Options

Education
関西大学   1992 — 1994
Kansai International School, Japanese

University of Vermont   1988 — 1992
Bacholer of Science, Economics & East Asia Studies

Winooski

Dawn Augustine, MBA Dawn Augustine, MBA Houston, Texas Area Details
Dawn Augustine, MBA's UBS Wealth Management Experience 2006 - 2006
Job Human Resources Supervisor at Atwood Oceanics
Industry Oil & Energy
Experience
Atwood Oceanics  October 2013 - Present
PfP Technology  2012 - Present
BP  2011 - 2012
STAT Marine   October 2006 - July 2011
UBS Wealth Management   2006 - 2006
Dominica Electricity Services Ltd   September 2001 - December 2003
Dominica Electricity Services Ltd   May 2000 - August 2001

Skills
Onboarding, Project Coordination, Budgeting, Accounts Receivable, Policy, Office Management, Technical Recruiting, Benefits Administration, Budgets, Sourcing, Employee Relations, Training, Payroll, New Hire Orientations, Personnel Management, Recruiting, Management, Process Improvement, FMLA, Workforce Planning, Employment Law, Program Management, Human Resources, College Recruiting, HR Policies

Education
University of Houston, C.T. Bauer College of Business   2007 — 2009
MBA, Marketing (Masters of Business Administration)

City University of New York - Baruch College   2004 — 2006
BBA, Marketing, HR, English

Rice University - Jesse H. Jones Graduate School of Management

Maxwell Bardeen Maxwell Bardeen Greater Boston Area Details
Maxwell Bardeen's UBS Wealth Management Experience 1989 - Present
Job Managing Director UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Wealth Management   1989 - Present

Education
Lafayette College

Richard Zingl Richard Zingl Austria area Details
Richard Zingl's UBS Wealth Management Experience 2003 - 2006
Job Head Legal Department bei LGT Bank Österreich
Industry Banking
Experience
LGT Bank Österreich   March 2014 - Present
LGT Bank   September 2006 - Present
UBS Wealth Management   2003 - 2006
Bank Austria Creditanstalt AG Vienna   May 1993 - June 2003

Skills
Due Diligence, Corporate Law, Corporate Governance, Restructuring, Banking, Commercial Litigation, Litigation, Employment Law, Intellectual Property, Legal Assistance, Real Estate, Credit, Risk Management, Contract Negotiation

Education
Karl-Franzens-Universität Graz   1986 — 1991
Abschluss (magisterium), Law

Allen Braithwaite Allen Braithwaite Greater New York City Area Details
Allen Braithwaite's UBS Wealth Management Experience December 2010 - Present
Job Vice Chairman, UBS Bank USA
Industry Banking
Experience
UBS Wealth Management   December 2010 - Present
Bank of America  February 2009 - December 2010
Merrill Lynch Bank USA  February 2009 - July 2009
Merrill Lynch Bank USA  June 2007 - February 2009
Merrill Lynch & Co., Inc.   January 2004 - June 2007
Merrill Lynch Bank & Trust Co.   March 2002 - January 2004
Merrill Lynch Bank USA  September 1999 - March 2002
Merrill Lynch & Co., Inc.   November 1997 - September 1999
Merrill Lynch & Co., Inc.   January 1994 - November 1997
Merrill Lynch & Co., Inc.   July 1983 - January 1994

Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Management, Derivatives, Investment Management, Auditing, Portfolio Management, Financial Modeling, Securities, Risk Management, Equities, Wealth Management, Hedge Funds, Series 7

Education
Lehigh University   1972 — 1976
B.S., Accounting

Mike Memoli Mike Memoli Greater New York City Area Details
Mike Memoli's UBS Wealth Management Experience 2004 - Present
Job Chief Technology Officer UBS Bank USA
Industry Financial Services
Experience
UBS Wealth Management   2004 - Present
Fleet Bank  2002 - 2004
Price Waterhouse Coopers  1999 - 2002

Skills
Financial Services, Business Analysis, SDLC, Wealth Management, Program Management, Vendor Management, Banking, Fixed Income, Project Portfolio..., Portfolio Management, PMO, Requirements Gathering, Lending Solutions, Loans, Risk Management, IT Strategy, Data Analysis, Leadership Development, Management, Leadership, Strategy

Education
Lehigh University
BS, Mechanical Engineering

Fab Valentini Fab Valentini Toronto, Canada Area Details
Fab Valentini's UBS Wealth Management Experience 1999 - 2005
Job IBM Business Analytics
Industry Management Consulting
Experience
IBM  March 2010 - Present
Self  June 2009 - February 2010
PRISM Partners  October 2006 - April 2009
UBS Wealth Management   1999 - 2005

Skills
Cognos TM1, Cognos FSR, Cognos BI, SQL, Cognos, Project Management, Strategic Management, Finance & Accounting, Operations Management, Offshore Manufacturing, Business Strategy, Business Analysis, Business Process, Software Project..., ERP, Data Warehousing, Integration, Requirements Analysis, Management, Analysis

Education
York University
BAS

CGA of Ontario
CGA, Certified General Accountant

Laurentian University/Université Laurentienne
MBA, Business

Project Management Institute
PMP, Project Management Professional

Liz Pedersen Liz Pedersen Greater New York City Area Details
Liz Pedersen's UBS Wealth Management Experience 2009 - 2013
Job Senior Vice President, Head of Wealth Operations at Broadridge
Industry Financial Services
Experience
Broadridge  March 2015 - Present
Broadridge Financial Solutions  March 2015 - March 2015
UBS  January 2013 - May 2014
UBS Wealth Management   2009 - 2013
UBS Wealth Management   2008 - 2009
UBS Wealth Management   2006 - 2008
UBS Wealth Management   2003 - 2006
UBS Wealth Management   2001 - 2003
UBS Wealth Management   1990 - 2001
Merrill Lynch  1985 - 1990

Skills
Organizational Change, Risk Management, Process Engineering, Efficiency Improvement, Organizational..., Change Management, Business Transformation, Securities, Fixed Income, Management, Vendor Management, PMO, Performance Improvement, Outsourcing, Business Process, Strategy, Team Leadership, Business Development, Business Intelligence, Portfolio Management, Financial Services, Equities, Wealth Management, Leadership, Asset Management, Business Analysis, Financial Risk, Investments

Education
La Salle University   1980 — 1984
Bachelor's Degree, Management & Marketing

Marie Venescar Marie Venescar Greater New York City Area Details
Marie Venescar's UBS Wealth Management Experience September 2010 - December 2010
Job
Industry Pharmaceuticals
Experience
Novartis  May 2013 - Present
Novartis  April 2011 - May 2013
UBS Wealth Management   September 2010 - December 2010
UBS  July 2009 - November 2009
PAREXEL  October 2007 - January 2009
Novartis  October 2006 - October 2007
Advanced Health Media  May 2006 - October 2006
Advanced Health Media  September 2005 - May 2006
Advanced Health Media  January 2004 - August 2005
Advanced Health Media  January 2003 - January 2004

Skills
Excel, PowerPoint, Word, Ariba, Outlook, Lotus Notes, Access, Program Management, Program Coordination, Project Coordination, Event Planning, Vendor Management, Analysis, Auditing, Microsoft Excel, Microsoft Word, Training, Project Planning, Budgets, Project Management, Software Documentation

Education
Kean University   2000 — 2003
BS Management Science, International Business

Berkeley College of Business   1997 — 1999
Associate of Arts and Sciences (AAS), International Business

Ben Bollaci Ben Bollaci Greater New York City Area Details
Ben Bollaci's UBS Wealth Management Experience September 2013 - March 2015
Job Compliance Analyst at Signature Bank
Industry Banking
Experience
Signature Bank  March 2015 - Present
UBS Wealth Management   September 2013 - March 2015
Bank of America  April 2011 - August 2013
South Brunswick Police Department  April 2010 - March 2012
Bank of America (Contracted by G4S Wackenhut Security)   November 2005 - July 2009
Dicks Sporting Goods  August 2003 - October 2005

Skills
Security, Fraud Detection, Investigation, Criminal Justice, Political Science, Risk Management, Banking, Microsoft Office, Financial Risk, Credit, Data Analysis, Security Management, Training, Evidence, Fraud, Enforcement, Physical Security, Government, Public Speaking, Leadership, Bank Secrecy Act, Credit Cards, Surveillance, Policy, Analysis, Private Investigations, Team Building, Operational Risk..., Analytics, Police, Visio, Team Leadership, Operations Management, Loans, Loss Mitigation, Risk Assessment, Program Management, Business Analysis, Business Process..., Deposits, Loan Servicing, Management, Law Enforcement

Education
John H Stamler Police Academy   2009 — 2009

Kean University   1999 — 2003
Criminal Justice and Political Science, Criminal Justice/Police Science

Andrea Santos-Morales Andrea Santos-Morales Greater New York City Area Details
Andrea Santos-Morales's UBS Wealth Management Experience October 2013 - Present
Job Executive DirectorWealth Planning Americas at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   October 2013 - Present
BNY Mellon Wealth Management  2006 - October 2013
Ernst & Young  2002 - 2006
Creel, García-Cuéllar, Aiza y Enríquez, S.C.   2000 - 2002

Skills
Foreign Languages, Native Spanish, Portuguese, Registered Trust and...

Education
NYU School of Continuing and Professional Studies   2008 — 2009
Professional Certificate in Art Business, Wealth Management in the Art Market

Kings College London   1998 — 1999
LLM, Masters Degree in International Business Law

Universidad Panamericana, Mexico City   1991 — 1996
Law

The American School Foundation, Mexico City   1985 — 1991

Jim Hausmann Jim Hausmann Greater New York City Area Details
Jim Hausmann's UBS Wealth Management Experience April 2012 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   April 2012 - Present
UBS Wealth Management   August 2010 - March 2012
UBS Wealth Management   August 2005 - August 2010
UBS Wealth Management   October 2000 - 2005

Skills
Fixed Income, Wealth Management, Retirement, Equities, Capital Markets, Investments, Series 7, Securities, Derivatives, Bloomberg, Financial Services, Series 63, Trading, Bonds, Alternative Investments, Asset Management, Banking, Business Analysis, Corporate Law, Credit

Education
Lehigh University - College of Business and Economics   1985 — 1989
BS, Finance

Edward Cho Edward Cho Los Angeles, California Details
Edward Cho's UBS Wealth Management Experience March 2007 - June 2007
Job MD Candidate 2017
Industry Medical Practice
Experience
ZS Associates  January 2012 - July 2013
ZS Associates  January 2010 - December 2011
Cardinal Education  2008 - 2009
ZS Associates  June 2008 - September 2008
UBS Wealth Management   March 2007 - June 2007

Skills
Data Analysis, Analytics, Strategy, Market Research, Management Consulting, Data Mining, Market Analysis, Business Strategy, Qualitative Research, Quantitative Research, Consulting, Marketing Strategy, Marketing Research, SPSS, Pharmaceutical Industry, Survey Design, Quantitative Analytics, Statistics

Education
Keck School of Medicine of the University of Southern California   2013 — 2017
Doctor of Medicine (MD), MS1

Stanford University   2005 — 2009
BA/BS, Economics & Chemistry

Gretchen Hargroder Gretchen Hargroder Beaumont/Port Arthur, Texas Area Details
Gretchen Hargroder's UBS Wealth Management Experience August 1997 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 1997 - Present
UBS Financial Services  August 1997 - Present

Education
Lamar University
Bachelor

Jason Zitter Jason Zitter Greater Los Angeles Area Details
Jason Zitter's UBS Wealth Management Experience October 2010 - Present
Job Director: Banking Solutions ConsultantLead
Industry Financial Services
Experience
UBS Wealth Management   October 2010 - Present
Merrill Lynch  July 2009 - September 2010
GMAC ResCap  June 2005 - June 2009
Cendant/PHH Mortgage  June 2002 - May 2005
Lebanon School District  August 1997 - June 2002

Skills
Loans, Loan Origination, Residential Mortgages, Refinance, Account Management, Real Estate, Strategic Financial..., Call Centers, Marketing Strategy, Coaching, Credit, Banking, Mortgage Banking, Leadership, Mortgage Lending, FHA, Financial Services, Credit Analysis

Education
Lebanon Valley College   1992 — 1996
Bachelor of Science

Brian Mattern Brian Mattern Brooklyn, New York Details
Brian Mattern's UBS Wealth Management Experience October 2011 - Present
Job Stock/Cashier at Pick Quick Key Food
Industry Accounting
Experience
UBS Wealth Management   October 2011 - Present
St. John's Lutheran Church   September 2008 - Present
Pick Quick Key Food   November 2006 - Present
Pick Quick   November 2006 - Present
UBS - Wealth Management  October 2011 - December 2011

Skills
Customer Service, Research, Marketing, Outlook, Management, PowerPoint, Leadership, Public Speaking, Microsoft Excel, Project Planning, QuickBooks, Accounting

Education
LaGuardia Community College   2008 — 2012
Associates, Business Administration

LaGuardia Community College/CUNY
Associate in Science degree, Business Administration

Eunji (SKYE) Jung Eunji (SKYE) Jung New York, New York Details
Eunji (SKYE) Jung's UBS Wealth Management Experience March 2012 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2012 - Present
Pursue Your Dream Foundation  November 2008 - Present
LaGuardia Community College  September 2011 - January 2012
New York Network   September 2010 - September 2010

Skills
Direct Marketing, Basic Accounting, Bilingual-Korean, Customer Relations, Social Media Marketing, Social Media, Facebook, Market Research

Education
Saint Jean Baptist HS   2006 — 2008
High school

Laguardia Community College
Assoicate degree, Business Administration

Samuel O. Olayinka Samuel O. Olayinka Greater Nashville Area Details
Samuel O. Olayinka's UBS Wealth Management Experience June 2014 - Present
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - Present
Schneider Electric  January 2014 - June 2014
Publix Super Markets  October 2008 - March 2013

Skills
Customer Satisfaction, Risk Management, Financial Accounting, Equity Research Analysis, Microsoft Office, Capital Markets, Teamwork, Management, Business Decision Making, Accounting, Financial Operations, Finance

Education
Middle Tennessee State University   2010 — 2014
Bachelor's Degree, BBA Finance, Business Finance

Lipscomb University

Jonathan Frederick Jonathan Frederick Ridgewood, New Jersey Details
Jonathan Frederick's UBS Wealth Management Experience July 2011 - August 2011
Job Administrative Assistant at R Squared Sales and Logistics LLC
Industry Higher Education
Experience
R Squared Sales and Logistics LLC   February 2013 - August 2013
Sedgwick LLP  January 2012 - January 2012
UBS Wealth Management   July 2011 - August 2011
Village of Ridgewood Parks & Recreation Department   June 2010 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Management

Education
Lafayette College   2010 — 2014

Ridgwood High School   2006 — 2010

BERNIE TOWNES BERNIE TOWNES Melville, New York Details
BERNIE TOWNES's UBS Wealth Management Experience January 2010 - Present
Job First Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS  January 2010 - Present
UBS Wealth Management   January 2010 - Present
CITI/SMITH BARNEY  January 1990 - January 2010

Education
Kutztown University of Pennsylvania   1976 — 1981
Bachelor of Science (BS), BUSINESS ADMINISTRATION

Christopher DeCarlo Christopher DeCarlo Belleville, New Jersey Details
Christopher DeCarlo's UBS Wealth Management Experience June 2014 - Present
Job Intern Mutual Funds at UBS Wealth Management
Industry
Experience
UBS Wealth Management   June 2014 - Present

Education
King's College   2010 — 2015
Psychology

King's College

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