UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Carolyn Sherry Carolyn Sherry Greater Philadelphia Area Details
Carolyn Sherry's UBS Wealth Management Experience 2006 - 2008
Job Vanguard Corporate Strategy
Industry Financial Services
Experience
Vanguard  June 2015 - Present
Vanguard  May 2012 - June 2013
Vanguard  June 2010 - June 2012
Vanguard  July 2009 - June 2010
Vanguard  October 2008 - July 2009
University of Virginia  May 2007 - May 2008
UBS Wealth Management   2006 - 2008
Morgan Stanley  May 2006 - August 2006

Skills
Leadership, Financial Modeling, Management, Data Analysis, Strategic Planning, Financial Analysis, Business Strategy, Strategy, Research, Project Management, Training, CRM, Student Affairs, Leadership Development, Recruiting, Six Sigma, Sales Management, Team Leadership, Public Speaking, Strategic Financial..., Cross-functional Team..., Investments

Education
London Business School   2015 — 2015
MBA International Exchange Participant

Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration (MBA)

University of Virginia   2004 — 2008
Bachelor of Arts, American Studies

Jaclyn Barnes Jaclyn Barnes Novi, Michigan Details
Jaclyn Barnes's UBS Wealth Management Experience March 2011 - July 2011
Job Graduate Student at Michigan Technological University
Industry Computer Software
Experience
Michigan Technological University  January 2015 - Present
Donaldson  May 2015 - August 2015
Michigan Technological University  August 2014 - December 2014
Wells Fargo Advisors  August 2011 - August 2014
UBS Wealth Management   March 2011 - July 2011

Skills
Python, Java, PHP, MySQL, HTML, Android Development, Eclipse, Writing, Editing, Data Entry

Education
Michigan Technological University   2014 — 2019
Doctor of Philosophy (PhD), Computer Science

Madonna University   2011 — 2014
Bachelor of Science (B.S.), Computer Science, 4.0

Judith Schenk Judith Schenk Greater Milwaukee Area Details
Judith Schenk's UBS Wealth Management Experience 2004 - 2008
Job Seeking an opportunity with a nonprofit organization that will utilize my expertise.
Industry Nonprofit Organization Management
Experience
St. Veronica Parish   2013 - Present
UBS Wealth Management   2004 - 2008
Banc One Insurance Group   1999 - 2002

Skills
Retirement Planning, Project management, business development, Annuities, Life Insurance, Product Implementation, Product Training, Sales, Marketing, Strategic Financial..., Public Speaking, Training, Finance, Investments, Operations Management, Financial Services, Insurance, Financial Advisory, Wealth Management

Education
Marquette University
Bachelor of Arts (BA), Psychology

St. Mary's Academy

Washburn University
Post Graduate Study, Finance and Management

Kathleen (Lungren) Jobe Kathleen (Lungren) Jobe New York, New York Details
Kathleen (Lungren) Jobe's UBS Wealth Management Experience 2007 - 2008
Job Author at The Jobe Brothers
Industry Internet
Experience
The Jobe Brothers   2015 - Present
Digital Mountain   September 2013 - Present
The Broad Foundations   April 2011 - June 2013
KL Productions   2009 - 2011
UBS Wealth Management   2007 - 2008
Sandler O'Neill  2003 - 2007
Film Industry  1999 - 2003
The Kennedy Marshall Company   1998 - 1999
Rotary International  1994 - 1995

Skills
Social Media, Project Management, Nonprofits, Event Management, Operations Management, Event Planning, Film, Strategic Planning, Marketing, Public Speaking, Strategy, Public Relations, Leadership, Social Networking, Consulting, Social Media Marketing

Education
Loyola Marymount University   1995 — 1999
BA, Film Production

St. Francis High School   1990 — 1994

Sean Stachowiak Sean Stachowiak Greater New York City Area Details
Sean Stachowiak's UBS Wealth Management Experience May 2010 - August 2010
Job Estimating at Turner Construction
Industry Construction
Experience
Turner Construction Company  May 2014 - Present
Turner Construction  February 2011 - April 2014
UBS Wealth Management   May 2010 - August 2010

Skills
Project Estimation, LEED, Construction Management, AutoCAD, Change Orders, Construction, CPM Scheduling

Education
Saint Peter's University   2015 — 2017
Master's degree, Data science

Manhattan College   2006 — 2010
BS, Economics

Yulun Li Yulun Li San Francisco Bay Area Details
Yulun Li's UBS Wealth Management Experience June 2012 - May 2013
Job Software Engineer at Personal Capital
Industry Information Technology and Services
Experience
Personal Capital  February 2015 - Present
Manage.com  August 2014 - February 2015
Fetch Mobile   December 2013 - July 2014
Macalester College International Student Program   August 2011 - May 2014
Macademia Lab   June 2013 - August 2013
UBS Wealth Management   June 2012 - May 2013
Ultralingua Inc  December 2011 - May 2012
Morphology Games, LLC   March 2011 - March 2012
Explo  June 2011 - August 2011

Skills
Java, Python, Node.js, MySQL, PHP, Jenkins, JavaScript, AngularJS, Git, Django, Spring, Redis, R, SQL, Bootstrap, jQuery, Market Research, Data Analysis, MongoDB, Statistics, HTML5, Databases, Ruby, Machine Learning

Education
Macalester College   2010 — 2014
Bachelor of Arts, Mathematics and Computer Science

Mark A.V. Kania Mark A.V. Kania New York, New York Details
Mark A.V. Kania's UBS Wealth Management Experience October 2014 - Present
Job Branch Examiner at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2014 - Present
Chromatin, Inc.   August 2013 - May 2014
Randall S. Miller & Associates   November 2012 - August 2013
Chromatin, Inc.   June 2012 - November 2012
Palisades Media Corp   May 2009 - May 2011
New York University  2008 - 2010

Skills
Legal Research, Manage Client..., Document Drafting, Intellectual Property, Risk Assessment, Intellectual Property..., Business Strategy, Marketing, International Business..., Corporate Counseling, Client Counseling, Non-profit..., Education Law, Non-profit Leadership, Non-profit Consulting, Corporate Law, Compliance, Risk Management, Operational Risk..., Hospitals, Enterprise Risk..., Non-profit Volunteer, Volunteering, International Marketing, International Law, International Trade, International Business, Art Law, Client Relations Skills, Arts Administration, Independent Film, Film Distribution, Courts, Westlaw, Research

Education
Loyola University Chicago School of Law   2011 — 2014
Juris Doctor (J.D.)

New York University - Leonard N. Stern School of Business   2006 — 2010
BS, Economics, International Business

Scranton Preparatory School   2002 — 2006
High School

Dan Amoroso Dan Amoroso Greater New York City Area Details
Dan Amoroso's UBS Wealth Management Experience September 2008 - May 2010
Job Institutional Fixed Income Sales
Industry Financial Services
Experience
RBC Capital Markets  December 2012 - Present
Citi  June 2011 - December 2012
Securevest Financial Group  July 2010 - June 2011
UBS Wealth Management   September 2008 - May 2010
MetLife  June 2009 - August 2009

Skills
Derivatives, Fixed Income, Valuation, Financial Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Finance, Financial Accounting, Accounting, Capital Markets Analysis, Bloomberg

Education
Marist College   2010 — 2013
Master of Business Administration (MBA), Finance

Marist College   2006 — 2010
Bachelor of Science, Finance

Marist College   2010 — 2011
Advanced Certificate in Financial Management, Finance

SNL Banking Analyst   2010 — 2010
Banking

The American College   2009 — 2009
Financial Services

Madison High School   2002 — 2006

Jeanette Weiland Jeanette Weiland Greater New Orleans Area Details
Jeanette Weiland's UBS Wealth Management Experience 2008 - 2009
Job Ochsner Health System, Finance
Industry Hospital & Health Care
Experience
Ochsner Health System  July 2015 - Present
CIC Wealth  March 2009 - January 2015
UBS Wealth Management   2008 - 2009
Capital One  2006 - 2008

Skills
Wealth Management, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Strategic Planning, Financial Services, IRAs, Defined Benefit, Defined Contribution, Securities, Insurance, Series 7, Investment Advisory

Education
University of New Orleans   2004 — 2006
Master of Business Administration (M.B.A.)

University of New Orleans   2004 — 2006
Master of Arts (M.A.), Arts Administration

Louisiana State University and Agricultural and Mechanical College   1998 — 2002
Bachelor of Science (B.S.), International Trade and Finance

Ricardo Burrell Ricardo Burrell Atlanta, Georgia Details
Ricardo Burrell's UBS Wealth Management Experience August 2014 - Present
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
M&T Bank  May 2011 - August 2014
Wilmington Trust  January 2007 - May 2011
Generation Partners   March 2002 - January 2007

Education
Marymount Manhattan College   2000 — 2003
B.A., Communication Arts

Davi Aragao Davi Aragao Naperville, Illinois Details
Davi Aragao's UBS Wealth Management Experience January 2013 - Present
Job Student at Loyola University of Chicago
Industry Banking
Experience
UBS Wealth Management   January 2013 - Present
Textbook Turbine   May 2011 - August 2012
iFactory Solutions   June 2007 - August 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics, Teamwork, Access, Public Speaking, Social Media, Data Analysis, Facebook, Financial Analysis

Education
Loyola University of Chicago   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General; Mathematics Minor

Sarah Sheikh Sarah Sheikh Hoboken, New Jersey Details
Sarah Sheikh's UBS Wealth Management Experience August 2013 - January 2014
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
UBS Wealth Management   August 2013 - January 2014
UBS Wealth Management   March 2013 - September 2013
Thomson Reuters  April 2012 - September 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Salesforce.com, HTML, Matlab, Python, Business Process..., Business Analysis, Requirements Analysis, Business Process Design, Process Modeling, Systems Analysis, Project Management, Microeconomics, Macroeconomics, Statistical Modeling, Statistical Data..., Web Development, Marketing, Technical Writing, Analytics, Entrepreneurship, Networking, Business Development, Quantitative Research, Economics, Mobile Applications, User Experience

Education
Stevens Institute of Technology   2010 — 2014
Bachelors, Business and Technology

Mahwah High School   2006 — 2010

Manhattan School of Music   2005 — 2010
Vocal Performance, Bassoon, Percussion, Pre-College

Jeffrey Wolfe Jeffrey Wolfe Manhattan Beach, California Details
Jeffrey Wolfe's UBS Wealth Management Experience December 2006 - May 2009
Job Owner at Manhattan Beach Financial
Industry Financial Services
Experience
Manhattan Beach Financial   August 2014 - Present
Morgan Stanley Investment Management  July 2009 - August 2014
UBS Wealth Management   December 2006 - May 2009

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1995 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations

Marymount California University   1993 — 1995
Associate of Science (A.S.)

Andrew Pardo Andrew Pardo San Francisco Bay Area Details
Andrew Pardo's UBS Wealth Management Experience May 2010 - January 2011
Job Research Associate Capital Markets at Fisher Investments
Industry Investment Management
Experience
Fisher Investments  January 2015 - Present
Fisher Investments  August 2012 - December 2014
The Pacific Group  May 2011 - July 2012
UBS Wealth Management   May 2010 - January 2011
Merrill Lynch  May 2009 - August 2009

Skills
FactSet, MSCI Barra, Bloomberg, Equities, Microsoft Office, Series 7, Investments, Portfolio Management, Morningstar, Economics, Financial Analysis, Microsoft Excel, Series 66, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Financial Reporting, ETFs, Accounting, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Research, Risk Modeling

Education
Loyola Marymount University   2007 — 2011
Bachelor of Science, Accounting

Homestead High School   2003 — 2007

Cupertino Middle School

Karen Hughes Karen Hughes Greater New York City Area Details
Karen Hughes's UBS Wealth Management Experience 2012 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2012 - Present
Deutsche Bank  2009 - 2011
Credit Suisse  2004 - 2009
Morgan Stanley  1986 - 2004

Skills
Investment Banking, Business Analysis, Financial Services, Fixed Income, Management, Derivatives, SDLC, Equities, Capital Markets

Education
London Metropolitan University   1980 — 1983
BSc Computer Science, Statistics & Computer Science

Robert Feinman Robert Feinman New York, New York Details
Robert Feinman's UBS Wealth Management Experience November 2011 - May 2012
Job CEO at Alexander Capital L.P.
Industry Financial Services
Experience
Alexander Capital L.P.   June 2014 - Present
Empire Asset Management Company   July 2012 - May 2014
UBS Wealth Management   November 2011 - May 2012
Morgan Stanley Smith Barney  May 2010 - August 2011
Morgan Stanley Smith Barney  October 2008 - May 2010
Morgan Stanley Smith Barney  August 2006 - October 2008
Morgan Stanley Smith Barney  January 2005 - August 2006
Kaufman Bros. L P (KBRO)   November 2000 - January 2005
Prudential securities Inc  November 1995 - November 1999
Lehman Bros., Inc.   September 1978 - November 1995

Skills
Wealth Management, Financial Planning, Alternative Investments, Investment Advisory, Portfolio Management, Asset Allocation, Retirement Planning, Estate Planning, Strategic Financial..., Equities, Hedge Funds, Insurance, Fixed Annuities, Finance, FINRA, Series 63, Series 7, Series 24

Education
Long Island University
Bachelor of Science, Business Management

Walter Zielkowski Walter Zielkowski Greater New York City Area Details
Walter Zielkowski's UBS Wealth Management Experience September 2011 - December 2011
Job Operations Manager at Center for Reproductive Rights
Industry Financial Services
Experience
Center for Reproductive Rights  June 2015 - Present
Center for Reproductive Rights  July 2014 - June 2015
Center for Reproductive Rights  July 2013 - June 2014
Center for Reproductive Rights  July 2012 - June 2013
UBS Wealth Management   September 2011 - December 2011
Enterprise Rent-A-Car  July 2011 - August 2011
New Oriental Education & Technology Group (NYSE:EDU)   June 2009 - August 2010
Carrus Financial Services   October 2006 - April 2009

Skills
PowerPoint, Mandarin, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Reporting, Grant Administration, Budget Management, Entrepreneurship, Management, Weight Training, Accounting, Research, Event Planning, Finance, Microsoft Word, Budgets, Access, Data Analysis, Public Speaking

Education
Macaulay Honors College at The City University of New York   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.97

Baruch College   2008 — 2012
BBA, Finance & Investments, 3.97

Leona Lam Leona Lam Greater Los Angeles Area Details
Leona Lam's UBS Wealth Management Experience July 2007 - July 2010
Job Judicial Law Clerk at Hawaii State Judiciary
Industry Law Practice
Experience
Hawaii State Judiciary  August 2014 - Present
Horvitz & Levy  May 2013 - May 2014
U.S. Bankruptcy Court, Central District of Los Angeles   January 2013 - April 2013
U.S. Securities and Exchange Commission   May 2012 - August 2012
Gaba Corporation  September 2010 - May 2011
UBS Wealth Management   July 2007 - July 2010
Wagenseller Law Firm   September 2006 - April 2007

Skills
Business Communications, Research, Japanese, Teaching, Securities, Legal Research, Financial Analysis, Corporate Finance, Legal Writing, Microsoft Office, Westlaw, Microsoft Excel, Capital Markets, Private Equity, Finance, Due Diligence

Education
Loyola Law School, Loyola Marymount University   2011 — 2014
Juris Doctor, Law

University of Southern California   2003 — 2007
BA, East Asian Languages and Cultures

University of Southern California   2003 — 2007
Bachelor of Science, Business Administration (Finance)

Pavel Pourmal Pavel Pourmal Chicago, Illinois Details
Pavel Pourmal's UBS Wealth Management Experience January 2010 - May 2010
Job Digital Marketing Analyst
Industry Newspapers
Experience
The Drawing Room  May 2014 - Present
Humana  September 2013 - December 2013
BayRu LLC  July 2013 - August 2013
American Bar Association  April 2013 - July 2013
Chicago Sun-Times  January 2011 - June 2012
UBS Wealth Management   January 2010 - May 2010

Skills
Omniture, comScore, addthis sharing..., Primelingo, Borrell, Flurry, MS office, Advanced Excel use, C++, VBA, R, Microsoft Excel, Microsoft Office, Digital Marketing, Digital Media, Market Research, Editing, Analytics, Advertising, New Media, Advertising Sales, Social Networking, Online Advertising, Digital Strategy, Lead Generation

Education
Loyola University of Chicago   2008 — 2010
Master of Business Administration (M.B.A.), Quantitative Finance

Loyola University of Chicago   2003 — 2008
Bachelor's degree, Economics

Grant Zamudio Grant Zamudio Redwood City, California Details
Grant Zamudio's UBS Wealth Management Experience December 2009 - August 2010
Job Tenant Advisory Group at ColliersInternational
Industry Real Estate
Experience
Colliers-International  July 2014 - Present
CBRE  July 2013 - July 2014
McLarney Construction  August 2010 - July 2013
UBS Wealth Management   December 2009 - August 2010
DIRECTV  May 2009 - August 2009
WebEx  May 2008 - August 2008
Colliers International  May 2005 - August 2005

Skills
Market Research, Microsoft Excel, Sales, Direct Sales, Marketing Strategy, Program Management, Leadership, Management, Project Management, Microsoft Office, Budgets, Salesforce.com

Education
Loyola Marymount University, College of Business Administration   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance

Archbishop Mitty High School   2002 — 2006

Stephanie Niemiec Stephanie Niemiec Chicago, Illinois Details
Stephanie Niemiec's UBS Wealth Management Experience May 2012 - August 2012
Job Accounting Clerk at Sidley Austin LLP
Industry Accounting
Experience
Sidley Austin LLP  May 2013 - Present
UBS Wealth Management   May 2012 - August 2012
Victoria's Secret  May 2011 - August 2012

Education
Loyola University   2010 — 2014
BBA, Information Systems and Accounting; Accounting and Finance community

Loyola University of Chicago   2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance

John Murray II John Murray II Greater New York City Area Details
John Murray II's UBS Wealth Management Experience July 2009 - August 2009
Job Analyst, The Oak Park Group
Industry Investment Management
Experience
The Oak Park Group, LLC   September 2011 - Present
Turner Surety and Insurance Brokerage  September 2014 - March 2015
The Hartford Golf Club  April 2011 - May 2014
Cleveland/Srixon Golf   March 2011 - May 2011
Asset Allocation Parametrics   September 2010 - May 2011
UBS Wealth Management   July 2009 - August 2009

Skills
Financial Modeling, Investments, Asset Management, Equities, Bloomberg, Private Equity, Capital Markets

Education
Lynn University   2006 — 2010
B.S. Business Administration, International Business

St. Leonards School   2005 — 2006
AS Level, Economics

Avon Old Farms School   2001 — 2005
High School

Lori Buonanno Lori Buonanno Houston, Texas Area Details
Lori Buonanno's UBS Wealth Management Experience January 2002 - September 2004
Job President, G W Biscamp Inc Life Safety Consultants
Industry Mechanical or Industrial Engineering
Experience
G. W. Biscamp, Inc.   July 2008 - Present
Zions Bancorporation  March 2009 - May 2012
Zions Bancorporation  September 2004 - March 2009
UBS Wealth Management   January 2002 - September 2004
RBC Wealth Management  January 1994 - December 1999

Skills
Financial Analysis, Investments, Project Management, Account Management, Business Strategy, Financial Advisory, Web Project Management, Creative Solutions, Community Outreach, Corporate Communications, Life Safety, Banking, Leadership, Process Improvement, Team Building, Change Management, Management, Analysis, Strategic Planning, Accounting, Vendor Management, Business Development, Coaching, Management Consulting, Business Process..., Credit Analysis, Customer Service, Corporate Finance, Credit, Fixed Income, Portfolio Management, Team Leadership, Microsoft Excel, Risk Management, Budgets, Training, Outlook, Access, Business Analysis, Project Planning, Program Management, Forecasting, Entrepreneurship, Business Planning, Mergers & Acquisitions, Finance, Strategy, Operations Management, Negotiation, Sales

Education
Our Lady of the Lake University   2009 — 2011
BA, Management

Lone Star College System   2001 — 2004
AAS, CIT

Harold Astorquiza Harold Astorquiza Tampa, Florida Details
Harold Astorquiza's UBS Wealth Management Experience September 2000 - August 2007
Job Sr. Vice President/ Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  August 2007 - Present
UBS Wealth Management   September 2000 - August 2007
Smith Barney  November 1990 - September 2000

Skills
Investments, Wealth Management, Finance, Financial Services, Securities, Mutual Funds, Series 7, Financial Analysis, Risk Management, Asset Allocation, Financial Planning, Credit, Retirement Planning, Series 63, Loans, Investment Banking, Credit Analysis, Estate Planning, Retirement, Commercial Lending

Education
Univerity of South Florida   1982 — 1985
BA, Finance

Loyola University New Orleans   1980 — 1982

Jesuit High School Tampa   1976 — 1980

Christopher Schaefer Christopher Schaefer New York, New York Details
Christopher Schaefer's UBS Wealth Management Experience January 2012 - May 2012
Job Senior Consultant Financial Services Advisory at EY
Industry Financial Services
Experience
EY  July 2013 - Present
Adecco Group  August 2012 - July 2013
UBS Wealth Management   January 2012 - May 2012
MetLife  December 2011 - January 2012
KC Ward Financial   June 2010 - August 2010

Skills
Finance, Investments, Microsoft Excel, Bloomberg, Life & Health Insurance..., Financial Services, Financial Advisory, Asset Allocation, Equities, Financial Analysis, Bloomberg Terminal, Corporate Finance, Budget Forecasts, Portfolio Management

Education
Manhattan College   2008 — 2012
Bachelor of Science (BS), Finance, General

Jennifer Howard Jennifer Howard Greater New York City Area Details
Jennifer Howard's UBS Wealth Management Experience 2004 - December 2013
Job HR Manager, Northeast at Markel Corporation
Industry Insurance
Experience
Markel Corporation  January 2014 - Present
UBS Wealth Management   2004 - December 2013
Merrill Lynch  1994 - 2004

Education
Pace University - Lubin School of Business
MBA

Marist College   1990 — 1994
BS, Accounting

Cameron Belfield Cameron Belfield New York, New York Details
Cameron Belfield's UBS Wealth Management Experience May 2008 - August 2008
Job Soros Fund Management
Industry Financial Services
Experience
Private Investment Fund  January 2015 - Present
Morgan Stanley  January 2013 - Present
Morgan Stanley  October 2009 - January 2013
UBS Wealth Management   May 2008 - August 2008

Skills
Residential Mortgages, Commercial Mortgages, CDO, Profit/Loss..., Credit Derivatives, Derivative Operations, Bloomberg, Data Compression

Education
Loyola College in Maryland   2005 — 2009
Joseph A. Sellinger S.J. School of Business & Management, Finance

American University of Paris   2008 — 2008
Economics/Finance

Joe Modica, CFA Joe Modica, CFA Greater Atlanta Area Details
Joe Modica, CFA's UBS Wealth Management Experience June 2004 - November 2009
Job Vice President/Portfolio Manager at Bank of America/Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Bank of America/Merrill Lynch Global Wealth Management   November 2009 - Present
UBS Wealth Management   June 2004 - November 2009
Merrill Lynch Asset Management  September 1988 - June 2004

Education
St. John's University, The Peter J. Tobin College of Business   1989 — 1991
MBA, Finance

Louisiana State University   1984 — 1988
B.S, Finance

Garfield Sealey Garfield Sealey Cliffwood, New Jersey Details
Garfield Sealey's UBS Wealth Management Experience March 2014 - September 2014
Job Operations Administration Specialist Consultant at BNYMellon Colson Services Corp
Industry Financial Services
Experience
BNYMellon - Colson Services Corp   March 2015 - July 2015
Morgan Stanley Private Wealth Management  January 2015 - March 2015
UBS Wealth Management   March 2014 - September 2014
JPMorgan Chase & Co.   March 2001 - August 2013
Paine Webber  April 2000 - March 2001
Deutsche Bank  September 1999 - April 2000

Skills
Settlement, Equities, Fixed Income, Securities, Management, Financial Services, Back Office, Corporate Actions, Derivatives, Bloomberg, Capital Markets, Asset Management, Middle Office, Trading, Investment Banking, Prime Brokerage, Hedge Funds, Financial Markets, Global Custody, Equity Derivatives, Trading Systems, FX Options, Account Reconciliation, Swaps, Collateral Management, Bonds, Cash Management, Securities Lending, Options, Electronic Trading, Equity Trading, FINRA, Broadridge,ADP,Microsoft...

Education
University of Cincinnati   1982 — 1984
Banking and Financial Support Services

Manhattan College   1981 — 1982
Finance, General

Jiju Kuruvilla Jiju Kuruvilla Greater New York City Area Details
Jiju Kuruvilla's UBS Wealth Management Experience May 2004 - November 2006
Job IT Specialist at LVCSD
Industry Higher Education
Experience
Locust Valley Central School District  December 2012 - Present
UBS Investment Bank  March 2008 - September 2012
UBS Wealth Management   May 2004 - November 2006
sourcecorp  August 2000 - December 2002
United States Postal Service  December 1998 - August 2000

Skills
ITIL, Disaster Recovery, Business Analysis, Active Directory, IT Strategy, Vendor Management, SDLC, Requirements Analysis, SQL, Servers

Education
Stevens Institute of Technology
Master of Engineering (MEng), NIS

The Chubb Institute   2003 — 2003
One Year Diploma in Network Security Specialist

State University of New York College at Old Westbury   2001 — 2003
Bachelor's degree, Management Information Systems, General

Mahatma Gandhi University   1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Chemistry

Kyle Cornfield Kyle Cornfield New York, New York Details
Kyle Cornfield's UBS Wealth Management Experience May 2015 - Present
Job Analyst at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   May 2015 - Present
UBS Wealth Management   November 2014 - May 2015
Merrill Lynch Global Wealth Management  June 2008 - July 2010
Merrill Lynch Global Wealth Management  January 2008 - May 2008

Skills
Microsoft Word, Microsoft Excel, Fortran, C++, Matlab, Mathematica, SPSS, Unix, Salesforce.com, Financial Analysis, Data Analysis, Bloomberg, Finance, Statistics, Capital Markets

Education
Lynchburg College
Bachelor's Degree, Financial Economics

KJ Smith, CFP®, ChFC® KJ Smith, CFP®, ChFC® Greater Chicago Area Details
KJ Smith, CFP®, ChFC®'s UBS Wealth Management Experience November 2007 - March 2010
Job Investment Advisor at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services  January 2015 - Present
Dergalis Associates   February 2014 - December 2014
Business Strategies Group of Illinois (a division of AXA Advisors, LLC)   January 2013 - December 2014
AXA Advisors  March 2011 - December 2014
UBS Wealth Management   November 2007 - March 2010
Newcastle Limited  August 2006 - December 2006

Skills
Investments, Series 7, Estate Planning, Leadership, Small Business, Employee Benefits, Portfolio Management, Disability Insurance, Risk Management, 401k, Retirement, Certified Financial..., Chartered Financial...

Education
Loyola University of Chicago   2002 — 2006
BA, Finance, Theology

Plainfield High School   2000 — 2002
General

Joliet Catholic Academy   1998 — 2000
General

Carlos Williams, Jr. Carlos Williams, Jr. Los Angeles, California Details
Carlos Williams, Jr.'s UBS Wealth Management Experience 2006 - 2008
Job Logistics Operations Coordinator at Eddie Kane Steel Products
Industry Logistics and Supply Chain
Experience
Eddie Kane Steel Products  March 2014 - Present
Trans Global Logistics  June 2013 - February 2014
Logistics Executive Group   June 2010 - May 2013
Air Menzies International  2008 - 2010
UBS Wealth Management   2006 - 2008

Skills
Software Documentation, Analysis, Management, Transportation, Logistics Management, Warehousing, Shipping, Project Planning, Time Management, Customer Service, Logistics, Sales, Supply Chain, Negotiation, Supply Chain Management

Education
Loyola Marymount University
Bachelor of Science (BS), Business Administration, Industrial Relations

Alice Johnson Alice Johnson Greater New York City Area Details
Alice Johnson's UBS Wealth Management Experience May 2006 - March 2010
Job Associate Manager Commercial Activation at PepsiCo
Industry Financial Services
Experience
PepsiCo  August 2015 - Present
PepsiCo  November 2012 - August 2015
UBS  March 2010 - November 2012
UBS Wealth Management   May 2006 - March 2010
UBS Wealth Management   2006 - 2009

Skills
Vendor Management, Process Development, Spend Analysis, Personnel Development, Operational Efficiency, Negotiation, Problem Solving, Analysis, Vendor Relations, Cost Reduction, Project Management, Contract Management, Process Simulation, Personal Development, Business Analysis, Business Process..., Cross-functional Team..., Process Improvement, Risk Management, Outsourcing, Strategy, Purchasing, Strategic Sourcing, Change Management, Program Management, Forecasting, Contract Negotiation, Management, Operations Management, Sourcing, Supply Chain, Supply Chain Management, Management Consulting, Leadership, SAP, Procurement

Education
Marist College   2002 — 2006
BA, Marketing and Human Resources

Pat Cieslinski Pat Cieslinski Chicago, Illinois Details
Pat Cieslinski's UBS Wealth Management Experience January 2009 - May 2009
Job Senior Associate Financial Instruments & Structured Products Valuation at PwC
Industry Accounting
Experience
PwC  December 2014 - Present
Geothermal International   June 2013 - December 2014
Nico Trading  June 2009 - June 2013
UBS Wealth Management   January 2009 - May 2009
Rexnord  May 2008 - January 2009
National Government Services  June 2007 - May 2008

Skills
Accounting, Auditing, Corporate Finance, Financial Reporting, Financial Modeling, GAAP, Financial Accounting, US GAAP, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Internal Controls

Education
Marquette University   2005 — 2009
B.B.S., Accounting & Finance

Brian Coughlan Brian Coughlan Greater New York City Area Details
Brian Coughlan's UBS Wealth Management Experience December 2001 - March 2004
Job Math Teacher, Director of King Summer Institute
Industry Higher Education
Experience
King Low Heywood Thomas  Math TeacherNew York City Department of EducationSeptember 2004 - June 2007
UBS Wealth Management   December 2001 - March 2004
Canon Business Solutions  July 2000 - December 2001

Skills
Teaching, Leadership, Sales, Curriculum Design

Education
Manhattanville College   2004 — 2008
Masters, Education

University of Delaware   1996 — 2000
Bachelors, Business Administration

Jeffrey DeVack, CFA Jeffrey DeVack, CFA Baltimore, Maryland Area Details
Jeffrey DeVack, CFA's UBS Wealth Management Experience April 2003 - March 2011
Job Fixed Income Portfolio Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  January 2014 - Present
T. Rowe Price  March 2011 - December 2013
UBS Wealth Management   April 2003 - March 2011
JPMorgan Chase  2001 - 2003
JPMorgan Chase  July 2000 - June 2001

Education
Loyola University Maryland   1996 — 2000
BBA, Finance & Economics

Suffield High School   1992 — 1996

Siobhan Shaughnessy, CFP® Siobhan Shaughnessy, CFP® Greater New York City Area Details
Siobhan Shaughnessy, CFP®'s UBS Wealth Management Experience September 2008 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   September 2008 - Present
Merrill Lynch  May 2006 - September 2008

Education
Manhattan College   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Nadine Penkovsky Nadine Penkovsky New York, New York Details
Nadine Penkovsky's UBS Wealth Management Experience January 2014 - January 2014
Job Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Macalester College  January 2014 - Present
Macalester College  March 2013 - Present
Goldman Sachs  June 2015 - August 2015
Goldman Sachs  June 2014 - August 2014
UBS Wealth Management   January 2014 - January 2014
Mount Tom Day Camp  March 2010 - January 2014

Skills
Urban Planning, Microsoft Office, Affordable Housing, Community Outreach, Event Management, Grant Writing, Event Planning, Data Analysis, Fundraising, Microsoft Word, Editing, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Research, Nonprofits

Education
Macalester College   2012 — 2016
Bachelor of Arts (B.A.), Economics

Bronx High School of Science   2008 — 2012

Alex Yackery Alex Yackery Greater New York City Area Details
Alex Yackery's UBS Wealth Management Experience 2010 - 2011
Job Regional Sales Manager New York at OnForce Solar Inc.
Industry Oil & Energy
Experience
OnForce Solar  July 2014 - Present
OnForce Solar, Inc  December 2012 - June 2014
UBS Wealth Management   2010 - 2011
Darien Lax Clinic   April 2009 - August 2009

Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Financial Modeling, Financial Analysis, Microsoft Word, Marketing, Marketing Strategy, Sales, Public Speaking, Series 7, Strategic Planning, Bloomberg, Sales Management, Negotiation, Business Development, New Business Development

Education
Loyola College in Maryland   2008 — 2012
Bachelor of Arts (B.A.), Economics

Loyola University   2008 — 2012
B.A, Economics

The Taft School   2007 — 2008

Darien High School   2004 — 2007

Brian Lasser Brian Lasser Wyckoff, New Jersey Details
Brian Lasser's UBS Wealth Management Experience June 2012 - August 2012
Job Intern at UBS Wealth Management
Industry Online Media
Experience
NightGiant   November 2010 - Present
UBS Wealth Management   June 2012 - August 2012
Meter Products   2007 - 2012

Skills
Social Media, Marketing Research, Securities, Investments, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Self-confidence, Self-driven, Finance, Sales

Education
Marist College   2009 — 2013
Finance, Business, Senior

Lorenzo de Medici, Florence Italy
Italian Culture and Language

Heather Pierson Heather Pierson Greater New York City Area Details
Heather Pierson's UBS Wealth Management Experience January 2011 - December 2012
Job Practice Management & Advisor Education
Industry Financial Services
Experience
TD Ameritrade  December 2012 - Present
UBS Wealth Management   January 2011 - December 2012
Citigroup  June 2009 - December 2010
Citigroup  June 2007 - January 2009
Marist College Office of Community Research   January 2005 - June 2007
Dutchess Community College  January 2006 - June 2006

Skills
Instructional Design, Project Management, Program Management, Program Development, Program Evaluation, Learning Management, Distance Learning, Program Facilitation, Learning Management..., Website Development, Relationship Management, Process Improvement, Vendor Management, PowerPoint, Contract Management, Professional..., Leadership Development, Strategic Planning, Change Management, Organizational..., Leadership, CRM, Strategy

Education
Marist College
BA, Psychology and Public Relations

Marist College
MA, Psychology

North Branford High School

Adrienne F. DeWitt Adrienne F. DeWitt Stamford, Connecticut Details
Adrienne F. DeWitt's UBS Wealth Management Experience April 2008 - July 2009
Job Account Representative/Client Service Representative at HP Planning, LLC, dba CBP
Industry Human Resources
Experience
HP Planning, LLC, dba CBP   January 2014 - Present
The Hilb Group of New York   July 2009 - January 2014
UBS Wealth Management   April 2008 - July 2009
Oritani Bank  September 2002 - April 2008

Skills
Client Services, Employer Benefits, Project Administration, New Business..., Cost Control, Communications, Research & Analysis, Process Improvement, Problem Resolution, Compliance, Healthcare Reform, Billing Plan Changes, Vendor Relations, Contract Negotiations, Staff Supervision, Account Management, Employee Benefits, Health Care Reform, Communication, Customer Service, Health Insurance

Education
Marywood University   1989 — 1994
Bachelor of Science, Communication Disorders

Michael Cionka Michael Cionka Greater Detroit Area Details
Michael Cionka's UBS Wealth Management Experience December 2008 - March 2009
Job Financial Analyst at Magna Electronics
Industry Financial Services
Experience
Magna Electronics  July 2014 - Present
Magna Powertrain  September 2011 - July 2014
UBS Wealth Management   December 2008 - March 2009
US Navy  September 2003 - June 2007

Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Process Improvement, Leadership, Training, Microsoft Office, Customer Service, Budget Setting

Education
Walsh College   2010 — 2011
MBA, Finance

Walsh College   2008 — 2010
BBA, Finance

Macomb Community College   2002 — 2008
Certificate, Music Performance

Marc X Connolly CIMA® Marc X Connolly CIMA® Greater New York City Area Details
Marc X Connolly CIMA®'s UBS Wealth Management Experience July 1997 - May 2007
Job Regional Vice President at Financial Products (division of Credit Suisse)
Industry Financial Services
Experience
Financial Products   October 2012 - April 2015
Russell Investments  May 2011 - August 2012
BlackRock  November 2007 - March 2011
UBS Wealth Management   July 1997 - May 2007
Investor Associates   October 1995 - July 1997
Merrill Lynch  October 1994 - July 1995

Skills
Series 7, Series 63, Series 65, FINRA, ETFs, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Separately Managed..., CIMA

Education
Loyola University Maryland   1989 — 1993
BS, Politial Science

Albert St. Jacques Jr. Albert St. Jacques Jr. Greater New York City Area Details
Albert St. Jacques Jr.'s UBS Wealth Management Experience December 1998 - Present
Job Director at UBS Financial Services Inc. Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 1998 - Present
UBS  1998 - Present
UBS Financial Services  1998 - Present
Smith Barney  April 1990 - 1998

Education
Manhattan College   1974 — 1978
BS, Economics; Marketing

Frank J. Esposito, CFA Frank J. Esposito, CFA Indianapolis, Indiana Area Details
Frank J. Esposito, CFA's UBS Wealth Management Experience July 2013 - August 2015
Job
Industry Investment Management
Experience
Washington & Scoville, LLC   August 2015 - Present
UBS Wealth Management   July 2013 - August 2015
J.P. Morgan   2009 - 2013
Wells Fargo  2002 - 2008
Goldman Sachs & Company  1997 - 2002
Zurich North America  1997 - 1997
U.S. Bank   1994 - 1995

Education
Northwestern University - Kellogg School of Management   1998 — 2001
Master of Business Administration

Marquette University   1990 — 1994
Bachelor of Science, Economics & Philosophy

Fenwick High School   1986 — 1990

ELBA MONROIG ELBA MONROIG Greater New York City Area Details
ELBA MONROIG's UBS Wealth Management Experience 1988 - Present
Job Associate Director at UBS
Industry Banking
Experience
UBS  January 1988 - Present
UBS Wealth Management   1988 - Present
Barclays Bank of New York  September 1978 - January 1988

Skills
Letters of Credit, Banking, Credit Risk, Credit Analysis, Credit, Financial Risk, FX Options, Trade Finance, International Trade, Structured Finance, Structured Products, Fixed Income, Equities, Investment Banking, Private Banking

Education
Marymount Manhattan College   1975 — 1979
ba, Business Education

Tyler Hillson Tyler Hillson Palm Beach, Florida Details
Tyler Hillson's UBS Wealth Management Experience February 2014 - Present
Job Business Development Specialist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2014 - Present
AUDI AG  November 2012 - December 2013
Accomplice Lifestyle   May 2011 - September 2012
Scout Productions  May 2010 - May 2011
U.S. PIRG   February 2008 - January 2009
Hoffman And Partners   June 2004 - August 2004

Education
Suffolk University   2006 — 2010
Bachelor of Science, Political Science, Minor in Sociology

Macquarie University   2009 — 2009
Political Science and Government Relations

Pietro Messina Pietro Messina Greater New York City Area Details
Pietro Messina's UBS Wealth Management Experience February 2012 - June 2012
Job Client Service Manager of Pell Wealth Partners, A Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Pell Wealth Partners   June 2013 - Present
MetLife  June 2012 - August 2012
UBS Wealth Management   February 2012 - June 2012
Fuel Outdoor  September 2010 - December 2011
Gramercy   April 2009 - June 2009

Skills
Investments, Finance, Portfolio Management, Management, Strategic Financial..., Accounting, Wealth Management, Investment Strategies, Thompson One, Morningstar, Retirement Planning

Education
Manhattan College   2009 — 2013
Bachelor of Science (B.S.), Double Major: Finance & Marketing

Jennifer Paros Betts Jennifer Paros Betts Greater New York City Area Details
Jennifer Paros Betts's UBS Wealth Management Experience July 2006 - July 2008
Job Associate Director IT Business Analyst at UBS
Industry Information Technology and Services
Experience
UBS  March 2015 - Present
UBS  March 2011 - March 2015
UBS  August 2006 - March 2011
UBS Wealth Management   July 2006 - July 2008
Cardinal Health  2005 - 2005

Skills
Business Analysis, Stakeholder Management, Document Management, Process Improvement, SDLC, Requirements Analysis, Vendor Management, Risk Management, Visio, Use Case Analysis, Requirements Management, ITIL, Requirements Gathering, PMO, SharePoint, IT Management

Education
Marist College   2002 — 2006
Bachelor's, Information Systems, Business

Caleb Trotter Caleb Trotter Sacramento, California Details
Caleb Trotter's UBS Wealth Management Experience March 2004 - June 2006
Job Fellow at Pacific Legal Foundation
Industry Law Practice
Experience
Pacific Legal Foundation  September 2015 - Present
Institute for Justice  May 2014 - August 2014
Charles Koch Institute  May 2014 - August 2014
Jefferson Parish Public Defender's Office   May 2013 - July 2013
JPMorgan Chase  October 2009 - August 2012
Waddell & Reed  March 2009 - August 2009
Ameriprise Financial Services, Inc.   May 2008 - January 2009
UBS Wealth Management   March 2004 - June 2006

Skills
Constitutional Law, Statutory Interpretation, Administrative Law, Criminal Law, Intellectual Property, Legislation, Legal Research, Legal Writing, Litigation, Economics, Election Law

Education
Loyola University New Orleans College of Law   2012 — 2015
Juris Doctor (J.D.), Cum Laude

Michigan State University College of Law   2014 — 2014

Tulane University - A.B. Freeman School of Business   2002 — 2006
Bachelor of Science in Management, Finance & Legal Studies in Business

Paul A. Faglione Paul A. Faglione Greater New York City Area Details
Paul A. Faglione's UBS Wealth Management Experience June 2012 - November 2013
Job Investment Banking Analyst at Digital Capital Advisors
Industry Investment Banking
Experience
Digital Capital Advisors  October 2013 - Present
UBS Wealth Management   June 2012 - November 2013
Capital Improvement Services   January 2008 - August 2013
Loyola University Maryland's J.D. Sellinger School of Business and Management   September 2009 - May 2013
Law Offices of Weitz and Luxenberg   May 2011 - August 2011
Morici & Morici LLP  2010 - 2010

Skills
Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Social Media, Outlook, Customer Service, Social Networking, Public Speaking, Facebook, Financial Analysis, Social Media Marketing, Finance, Time Management, Accounting

Education
Loyola College in Maryland   2009 — 2013
Bachelor of Science (BS), General Business student of J.D. Sellinger School of Business and Management

New York Real Estate Institute   2012 — 2012
Licensed Real Estate Salesperson, NYS Real Estate Certification

Manhasset High School 2009   2005 — 2009
High School Diploma

UC Berkeley   2008 — 2008
Summer S.A.T. Preporatory Program (6 weeks)

Penn State University   2007 — 2007
Summer S.A.T. Preporatory Program (5 weeks)

Ryanne Izzo Ryanne Izzo New York, New York Details
Ryanne Izzo's UBS Wealth Management Experience August 2013 - September 2013
Job Client Services, Front Counter Post Sale Administrator at Sotheby's
Industry Events Services
Experience
Sotheby's  April 2015 - Present
FETE NY   June 2014 - April 2015
FETE NY   September 2013 - June 2014
UBS Wealth Management   August 2013 - September 2013
UBS Wealth Management   July 2012 - August 2013
Clearbrook Investment Consulting  May 2011 - August 2011
National Fuel Gas  May 2010 - August 2010
National Fuel Gas  May 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Morningstar, Leadership, Twitter, Facebook, Problem Solving, Critical Thinking, Organization, Goal Oriented, Deadline Driven, Access, Analysis, Banking, Competitive Analysis, Customer Satisfaction, Customer Service, Data Analysis, Data Entry, Event Planning, Financial Analysis, Management, Outlook, Research, Social Media, Social Media Marketing, Social Networking, Team Leadership, Teamwork, Time Management

Education
Loyola University Chicago   2008 — 2012
Bachelor, Finance & Marketing

Orchard Park High School   2004 — 2008

Scott Susco Scott Susco Atlanta, Georgia Details
Scott Susco's UBS Wealth Management Experience May 2010 - August 2010
Job Marine Portfolio Underwriter at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group  July 2015 - Present
The Cincinnati Insurance Companies  July 2012 - Present
Chubb  July 2011 - August 2011
UBS Wealth Management   May 2010 - August 2010
The Hanover Insurance Group  June 2010 - June 2010
Wells Fargo Insurance Services  December 2009 - December 2009

Education
Xavier University   2008 — 2012
Bachelor of Science in Business Administration, Finance, General

Maastricht University   2011 — 2011
International Economics

Kristen Charlton Kristen Charlton Sterling Heights, Michigan Details
Kristen Charlton's UBS Wealth Management Experience March 2008 - Present
Job Sr. Registered Client Service Associate with Norris Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management   March 2008 - Present
Wells Fargo  April 1997 - March 2008

Skills
Client Relations, Operations Management, Hold Series 7, Hold Series 8, Series 65, Life & Health Insurance..., Microsoft Office, Series 63, Customer Service

Education
Macomb Community College
Associate of Arts (A.A.)

Francesca Martinez Francesca Martinez Greater New York City Area Details
Francesca Martinez's UBS Wealth Management Experience February 2012 - April 2013
Job Human Resources
Industry Human Resources
Experience
Bank of America Merrill Lynch  June 2014 - Present
Bank of America Merrill Lynch  May 2013 - May 2014
UBS Wealth Management   February 2012 - April 2013
Leafstone Staffing  October 2011 - January 2012

Skills
Onboarding, Recruiting, Customer Service, Employee Relations, Human Resources, Sourcing, Talent Acquisition, College Recruiting, Applicant Tracking..., New Hire Orientations, Microsoft Excel, Microsoft Office

Education
Muhlenberg College   2007 — 2011
Bachelor, Psychology, Women's Studies

Macquarie University   2010 — 2010

Zeyi Shen Zeyi Shen Greater Minneapolis-St. Paul Area Details
Zeyi Shen's UBS Wealth Management Experience September 2014 - May 2015
Job Investment Intern at Northwest Area Foundation
Industry Financial Services
Experience
Northwest Area Foundation  June 2015 - Present
Macalester College  September 2012 - Present
UBS Wealth Management   September 2014 - May 2015
Community Reinvestment Fund  May 2014 - August 2014
Ipsos Business Consulting  July 2013 - August 2013
Fudan University International Model United Nations Conference  August 2012 - July 2013
Ivy Labs Education Inc.   March 2012 - July 2012

Skills
Research, Microsoft Excel, Public Speaking, Microsoft Office, Financial Modeling, DCF Valuation, Market Research, Analysis, Data Analysis, Community Outreach, Teaching, R, Team Leadership

Education
Macalester College   2012 — 2016
Bachelor of Arts (B.A.), Economics and Political Science, N/A

High School Affiliated to Nanjing Normal university   2009 — 2012
High School, 95/100

Diana Kriz Diana Kriz Greater New York City Area Details
Diana Kriz's UBS Wealth Management Experience October 2009 - May 2011
Job Senior Marketing Writer
Industry Financial Services
Experience
PIMCO  January 2015 - Present
Jennison Associates  May 2011 - August 2014
UBS Wealth Management   October 2009 - May 2011
DK NYC Consulting   June 2009 - October 2009
Goldman Sachs Private Wealth Management  January 2007 - May 2009
JPMorgan Private Bank  April 1999 - December 2006
PaineWebber  1993 - 1997
Institutional Investor  1986 - 1987

Skills
Editing, Writing, Strategy, Integrated Marketing, Product Marketing, Market Research, Leadership, Marketing, Management, Financial Services, Series 7, Strategic Communications, Journalism, Market Commentary, Capital Markets, Entrepreneurship, Equities

Education
The University of Texas at Arlington
BA, Economics

Virginia Polytechnic Institute and State University
Graduate work toward PhD in Economics

Manhattanville College
Graduate work toward M.S., Integrated Marketing Communications

Carmen Villalobos Carmen Villalobos Greater Chicago Area Details
Carmen Villalobos's UBS Wealth Management Experience December 2013 - January 2014
Job Account Representative I at Ansira
Industry Marketing and Advertising
Experience
Ansira  July 2015 - Present
Chicago Twenty Something  January 2015 - Present
CBS Radio  January 2015 - July 2015
UBS Wealth Management   December 2013 - January 2014
Wheeling Park District  May 2008 - August 2013
Claim Jumper Restaurants  July 2010 - December 2010
Wheeling Park District  August 2008 - June 2010

Skills
Customer Service, Teaching, PowerPoint, Microsoft Office, Teamwork, Microsoft Excel, Event Planning, Social Media, SPSS, Prezi, Qualtrics, Cpr Certified, Spanish, Social Networking, Microsoft Word, Recruiting, Time Management, Public Speaking, Facebook, Leadership, Research, Communication

Education
Loyola University of Chicago   2011 — 2015
Bachelor's Degree, Marketing, Minor in Finance, Senior

University of International Business and Economics   2014 — 2014
Semester abroad, Finance and Marketing, Junior

Valeria D'Andrea Valeria D'Andrea Woodside, New York Details
Valeria D'Andrea's UBS Wealth Management Experience January 2015 - Present
Job Financial Analyst at BH Asset Management
Industry Financial Services
Experience
BH Asset Management LLC   June 2015 - Present
UBS Wealth Management   January 2015 - Present
Loyola University Maryland  January 2014 - Present
UBS Wealth Management   May 2014 - August 2014
Groove: Creative Marketing, Design & Development   2014 - 2014

Skills
Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Bloomberg, Social Networking, Event Planning, Customer Service, Marketing, Microsoft Office, Public Speaking, Social Media, Advertising, SPSS, SAP, SharePoint, Financial Analysis, Financial Planning, Research, Teamwork

Education
Loyola University Maryland   2011 — 2015

Michael Wroblewski Michael Wroblewski Greater New York City Area Details
Michael Wroblewski's UBS Wealth Management Experience July 2012 - January 2013
Job Internal Wholesaler at Dreyfus
Industry Financial Services
Experience
BNY Mellon - Dreyfus  August 2014 - Present
St. Gabriel's College   May 2013 - May 2014
Loyola Maryland   September 2009 - May 2013
UBS Wealth Management   July 2012 - January 2013
UBS Wealth Management   December 2011 - January 2012

Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Finance, Financial Analysis, Analysis, Facebook, Social Networking, Series 7, Series 66, Parkour, Customer Service, PowerPoint, Research

Education
Loyola College in Maryland   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

Delbarton School   2003 — 2009
High School Diploma

Shane Brennan Shane Brennan Greater New York City Area Details
Shane Brennan's UBS Wealth Management Experience June 2006 - August 2006
Job Senior Fixed Income Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale  January 2014 - Present
Capital Markets Advisors, LLC  June 2007 - January 2014
Merrill Lynch  September 2006 - December 2006
UBS Wealth Management   June 2006 - August 2006

Skills
Public Finance, Financial Analysis, Capital Markets, Fixed Income, Bonds, Financial Modeling, Securities, Finance, Investments, Municipal Bonds, Valuation, Derivatives, Fixed Income Analysis, Financial Structuring, Financial Markets, Bloomberg, Portfolio Management, Financial Advisory, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, Credit Risk, Equities, Credit Analysis

Education
Marist College   2003 — 2007
B.S., Finance, Economics, Cum Laude

Jake McIntyre Jake McIntyre Greater New York City Area Details
Jake McIntyre's UBS Wealth Management Experience July 2011 - August 2011
Job Sales at SkyMD
Industry Information Technology and Services
Experience
SkyMD   2015 - Present
CBS Radio  July 2013 - Present
Legg Mason  June 2012 - August 2012
UBS Wealth Management   July 2011 - August 2011

Skills
Integrated Marketing, Strategic Partnerships, Marketing, Financial Analysis, Finance, Advertising, Creativity, Microsoft Excel, Access, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Asset Management, Investment Banking, Risk Management, Mergers & Acquisitions, Outlook, Leadership, Market Research, Sales, Social Media, Social Media Marketing, Social Networking

Education
Loyola College in Maryland   2009 — 2013
Finance

Delbarton School

Delbarton School

Chelsea Frenzel Chelsea Frenzel Greater New York City Area Details
Chelsea Frenzel's UBS Wealth Management Experience May 2012 - August 2012
Job Legal Recruiting Assistant at Simpson Thacher & Bartlett LLP
Industry Financial Services
Experience
Simpson Thacher & Bartlett LLP  January 2015 - Present
Northwestern Mutual  November 2013 - December 2014
University of Richmond  August 2010 - May 2013
UBS Wealth Management   May 2012 - August 2012
Hallmark Cards  May 2010 - January 2011

Skills
Social Media, Recruiting, Customer Service, Public Speaking, Microsoft Office, Research, Social Networking, Leadership, HTML, Sales, Time Management, Teamwork, Microsoft Excel, Microsoft Word, Interviews, Data Analysis, Sourcing, College Recruiting, Building Relationships, Onboarding, Management

Education
University of Richmond   2009 — 2013
Bachelor of Arts (B.A.), Political Science

Macquarie University   2011 — 2011

Peter W. Spiekerman Peter W. Spiekerman Portland, Oregon Area Details
Peter W. Spiekerman's UBS Wealth Management Experience January 2001 - May 2005
Job Vice President, Financial Consultant at D.A. Davidson & Co. ~ Individual Investor Group
Industry Financial Services
Experience
D.A. Davidson & Co. ~ Individual Investor Group   August 2008 - Present
Citi Smith Barney  May 2005 - August 2008
UBS Wealth Management   January 2001 - May 2005

Skills
Investments, Retirement Planning, Financial Planning, Comprehensive Wealth..., IRA's, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Stocks

Education
Loyola Marymount University   1988 — 1992
B.A., Business Administration

Asaf Buchner Asaf Buchner Greater New York City Area Details
Asaf Buchner's UBS Wealth Management Experience September 2007 - May 2010
Job Vice President at ParthenonErnst & Young
Industry Financial Services
Experience
Parthenon - Ernst & Young   June 2010 - Present
UBS Wealth Management   September 2007 - May 2010
Jupiter Research  January 2005 - September 2007
Merrill Lynch  June 2004 - October 2004
Value Partners  January 2000 - February 2002
Herzog, Fox & Neeman   1998 - 1999

Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Equities, Mergers, Investments, Business Strategy, Portfolio Management, Management Consulting, Financial Services, Capital Markets, Asset Managment, Investment Banking, Hedge Funds, Emerging Markets, Competitive Analysis, Business Analysis, Awesomeness, Mergers & Acquisitions, Analysis, Banking, Asset Management, Strategy, General Awesomeness, Management, Market Research, Alternative Investments, Corporate Development

Education
London Business School   2004 — 2004
IEP2004, Strategy, Finance

New York University - Leonard N. Stern School of Business   2002 — 2004
MBA, Finance

Tel Aviv University   1994 — 1998
LL.B., Commercial Law

Northwestern University School of Law   1996 — 1997
Exchange Student, Commercial Law

Dave Preszler, CFP® Dave Preszler, CFP® Medford, Oregon Area Details
Dave Preszler, CFP®'s UBS Wealth Management Experience June 2005 - November 2009
Job Vice President, Financial Advisor, at DA Davidson
Industry Financial Services
Experience
D.A. Davidson & Co.   November 2009 - Present
UBS Wealth Management   June 2005 - November 2009
Asante Health System  2000 - 2005
Mail Tribune  1997 - 2000
Record Searchlight  1994 - 1997

Skills
Strategic Financial..., Mutual Funds, Investments, Investment Strategies, Portfolio Management, Securities, Estate Planning, Retirement, Insurance, IRAs, Pensions, Employee Benefits, Series 7, Wealth Management, Finance, Investment Advisory

Education
Marylhurst University   2003 — 2005
MBA, Finance

Simpson University   1991 — 1995
BA, English, history

Yreka High School   1987 — 1991

Ed Snyder, CFP® Ed Snyder, CFP® Columbus, Ohio Area Details
Ed Snyder, CFP®'s UBS Wealth Management Experience July 2002 - Present
Job CERTIFIED FINANCIAL PLANNER at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2002 - Present
UBS Wealth Management   July 2002 - Present

Education
Malone University   1998 — 2002
BA, Business, Finance, Economics

Kyle C. Caffrey Kyle C. Caffrey Greater New York City Area Details
Kyle C. Caffrey's UBS Wealth Management Experience August 2011 - Present
Job Trader's Assistant at UBS Wealth Management
Industry Capital Markets
Experience
UBS Wealth Management   August 2011 - Present
UBS Wealth Management   December 2010 - June 2011

Skills
Wealth Management, Fixed Income, Trading Systems, Bonds, Capital Markets, Investments, Bloomberg, Securities, PowerPoint, Risk Management, Equities, Microsoft Office, Series 7

Education
Manhattan College
Bachelor of Arts (B.A.), History

James Bahr James Bahr Baltimore, Maryland Area Details
James Bahr's UBS Wealth Management Experience August 2012 - December 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2014 - Present
The Warner Companies  June 2013 - November 2013
Wasabi Ventures, LLC  May 2012 - May 2013
UBS Wealth Management   August 2012 - December 2012
Ice World   January 2006 - May 2011
Loyola University Maryland  September 2009 - December 2010
Whitman, Requardt & Associates, LLP   June 2010 - September 2010

Skills
Microsoft Excel, Market Research, Investments, Finance, Start-ups, Research, Valuation, PowerPoint, Sales, Social Networking, Accounting, Recruiting, Program Management, Coaching, Portfolio Management, Equities, Time Management, Venture Capital, Microsoft Word, Healing Touch, Mutual Funds, Microsoft Office, Bloomberg Terminal

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

Calvert Hall College High School   2005 — 2009

Christopher Frigo Christopher Frigo Greater Chicago Area Details
Christopher Frigo's UBS Wealth Management Experience June 2012 - August 2012
Job Pricing Analyst
Industry Financial Services
Experience
Guggenheim Partners  June 2015 - Present
AAM - Insurance Investment Management  June 2013 - June 2015
UBS Wealth Management   June 2012 - August 2012
Butler National Golf Club  2004 - 2012

Skills
candlestick charting, Equity Trading, Technical Analysis, Microsoft Office, Options, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Access, Trading, Financial Markets, Investments, Finance, Financial Analysis, Financial Services, Bloomberg, Equities, Trading Strategies, Spanish

Education
Marquette University   2009 — 2013
Bachelor's degree, Finance, General

Lyons Township High School   2005 — 2009

Wiwat Jaksarn Wiwat Jaksarn Oakland, New Jersey Details
Wiwat Jaksarn's UBS Wealth Management Experience October 2007 - October 2013
Job Financial Analyst at Pearson Education
Industry Financial Services
Experience
Pearson Education  October 2013 - Present
UBS Wealth Management   October 2007 - October 2013
Full Moon   August 2010 - May 2012

Skills
Financial Analysis, Financial Services, Forecasting, Financial Reporting, Microsoft Excel, Business Analysis, Analysis, PeopleSoft, Fixed Income, Leadership, Process Improvement, Finance, Budgets

Education
Marist College   2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General

Katie Morrissey Katie Morrissey Greater Seattle Area Details
Katie Morrissey's UBS Wealth Management Experience 2007 - 2007
Job New Market Expansion Team at Slalom Consulting
Industry Internet
Experience
Slalom Consulting  January 2014 - Present
Accenture Interactive  2009 - 2013
Tressler LLP  2008 - 2009
UBS Wealth Management   2007 - 2007
World Trade Center Chicago  2006 - 2006

Skills
Recruiting, International Rec, New Markets Development, E-commerce, Digital Marketing, CRM, Technical Recruiting, Interviews, Social Networking, Social Media Marketing, Social Media, Leadership, Strategy, Marketing, Employer Branding, Project Management, Business Development, Java, Email Marketing, Sourcing, Employment Branding, Web Analytics, Lead Generation

Education
Loras College   2004 — 2008
BA, Politics and International Studies

Courtney Dionne Courtney Dionne Westport, Connecticut Details
Courtney Dionne's UBS Wealth Management Experience May 2014 - September 2014
Job Hedge Funds Solutions at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  July 2015 - Present
UBS Wealth Management   May 2014 - September 2014
Mark Cuban Companies  June 2013 - September 2013
The Blackstone Group  June 2011 - August 2011
Cumulus Media  April 2011 - May 2011

Education
Marist College   2011 — 2015
Bachelor's Degree, Finance and Financial Management Services, Senior

Lorenzo de' Medici   2013 — 2014
Bachelor of Science (B.S.), International Business

Staples High School   2007 — 2011
First Honors

Robert Vucinic Robert Vucinic New York, New York Details
Robert Vucinic's UBS Wealth Management Experience July 2011 - August 2011
Job Senior Software Consultant
Industry Information Technology and Services
Experience
ERPLY   November 2011 - February 2015
UBS Wealth Management   July 2011 - August 2011
Northwest Bronx Community & Clergy Coalition   May 2010 - January 2011
U.S. Soccer Federation   January 2003 - 2010

Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Facebook, SaaS, Social Media, Spanish, Account Management, SPSS, Leadership, Social Networking, Marketing, Event Planning, Sales, Public Speaking, Teamwork, Social Media Marketing, Fundraising, Blogging, Research, Market Research, Advertising, Customer Service, Access

Education
Manhattan College   2008 — 2011
Bachelor of Science, Economics

Timothy Diep Timothy Diep New York, New York Details
Timothy Diep's UBS Wealth Management Experience June 2015 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
Museum of Jewish Heritage  February 2013 - August 2013

Skills
Public Speaking, Microsoft Excel, PowerPoint

Education
Macaulay Honors College at The City University of New York   2014 — 2018
Bachelor’s Degree, Statistics & Quantitative Modeling, Sophomore

Stuyvesant High School   2010 — 2014
High School

Tanvir Hossain Tanvir Hossain Greater New York City Area Details
Tanvir Hossain's UBS Wealth Management Experience February 2006 - May 2006
Job Tax Manager at McGraw Hill Financial
Industry Accounting
Experience
EY  July 2007 - November 2013
Pace University  September 2005 - May 2007
Bengal Wholesale Inc   September 2003 - May 2007
UBS Wealth Management   February 2006 - May 2006

Skills
Tax Compliance, Tax Accounting, Tax Returns, International Tax, Tax Advisory, Corporate Tax, Financial Statements, Tax, Income Tax, Tax Preparation, GoSystems, Auditing, Tax Research, Partnership Taxation, US GAAP, Accounting, GAAP, Sarbanes-Oxley Act, Tax Law

Education
Long Island University   2014 — 2016
Master's degree, Taxation

Pace University   2003 — 2007
BBA, Accoutning, Finance

Craig Adelhardt Craig Adelhardt Greater New York City Area Details
Craig Adelhardt's UBS Wealth Management Experience June 2000 - August 2010
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2012 - Present
Thomson Reuters  August 2010 - May 2012
UBS Wealth Management   June 2000 - August 2010

Skills
SQL, SOA, SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, Requirements Gathering, Web Services, Software Project..., Unix, Solution Architecture, Enterprise Architecture, XML, Software Development, Java Enterprise Edition, Data Warehousing, Oracle, Visio, Agile Project Management, PL/SQL, SharePoint, Vendor Management

Education
Stevens Institute of Technology   2001 — 2004
MSIS, Information Systems

Marist College   1996 — 2000

Tim Pistone Tim Pistone Greater Nashville Area Details
Tim Pistone's UBS Wealth Management Experience July 2015 - Present
Job IT/Network Support Analyst Associate Director at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   July 2015 - Present
Asurion  June 2014 - June 2015
The Active Network  February 2012 - May 2014
Ericsson  September 2009 - March 2012
Sprint Nextel  February 2005 - March 2009
Sprint Nextel  July 2002 - March 2005

Skills
Software Development, Integration, Telecommunications, Team Leadership, Hardware, Unix, Troubleshooting, Project Management, Data Center, Cisco Technologies, PMP, Switches, Wireless, Servers, Software Documentation, Mobile Devices, Security, Networking, Testing, Microsoft Exchange, System Deployment, Leadership, Management

Education
Longview Community College   1989 — 1990
General

Northwest Missouri State University   1988 — 1989
General

Margaret Sternfeld Margaret Sternfeld Greater New York City Area Details
Margaret Sternfeld's UBS Wealth Management Experience July 1999 - December 2007
Job Information Technology Professional
Industry Financial Services
Experience
JC PENNEY INC  June 2009 - June 2010
UBS Wealth Management   July 1999 - December 2007
Smith Barney  May 1983 - July 1999
Roaman's Inc.   September 1976 - May 1983

Skills
Management, Business Analysis, Call Centers, Service Delivery, Strategy, Strategic Planning, Customer Satisfaction, Vendor Management, IT Strategy, CRM, Security, Process Improvement

Education
Marymount Manhattan College
B.S

Maria Chang Nichols Maria Chang Nichols Greater New York City Area Details
Maria Chang Nichols's UBS Wealth Management Experience June 2008 - Present
Job Executive Creative Director at UBS Wealth Management
Industry Marketing and Advertising
Experience
UBS Wealth Management   June 2008 - Present
BrandBuzz  August 2007 - March 2009
DraftFCB  2006 - 2007
Draft  1998 - 2006
Ammirati Puris Lintas  September 1996 - October 1998

Skills
Creative Direction, Strategy, Integrated Marketing, Graphic Design, Brand Management, Digital Marketing, Leadership, Creative Strategy, Management, Art Direction, Interactive Advertising, Advertising, Direct Mail, Concept Development, Brand Development, Digital Strategy, Direct Marketing, Brand Architecture, Corporate Branding, Corporate Identity, Branding & Identity, Relationship Marketing, Interaction Design, Content Strategy, Interactive Marketing

Education
The University of Texas at Austin   1985 — 1988
Bachelor of Journalism, Public Relations, Visual Design

Louisiana State University   1984 — 1985

Niranjan (Nick) Adur Niranjan (Nick) Adur Greater New York City Area Details
Niranjan (Nick) Adur's UBS Wealth Management Experience 1997 - Present
Job Director, UBS
Industry Financial Services
Experience
UBS Wealth Management   1997 - Present
Disney ABC Television Group  1994 - 1997
Syncsort  1989 - 1994

Skills
Fixed Income, Leadership, SDLC, Portfolio Management, Continuous Improvement, Risk Management, Data Warehousing, Wealth Management, Asset Managment, Business Analysis, Vendor Management, Financial Services, Capital Markets, Investment Banking, Program Management, Derivatives, IT Strategy, Equities, Project Management, Software Development, Trading Systems, Requirements Analysis, Software Project..., SQL

Education
Manipal Institute of Technology
BSEE, Electronics & Communication Engineering

University of Massachusetts, Amherst
MSEE, Microprocessor Chip Design & Layout

Alex Spodak Alex Spodak Greater New York City Area Details
Alex Spodak's UBS Wealth Management Experience March 2009 - September 2010
Job Assistant Vice President AB Institutional Investments
Industry Financial Services
Experience
AllianceBernstein  September 2010 - Present
UBS Wealth Management   March 2009 - September 2010
UBS Wealth Management   March 2008 - February 2009
UBS Wealth Management   August 2006 - February 2008

Skills
Series 7, Asset Management, Capital Markets, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Investment Management, Series 63, Investment Strategies, Securities, Financial Services, Mutual Funds, Finance, Wealth Management, Risk Management, Hedge Funds, Management

Education
Loyola University Maryland   2002 — 2006
Bachelor's degree, Finance

Karen O'Neil Karen O'Neil Greater New York City Area Details
Karen O'Neil's UBS Wealth Management Experience Vice PresidentJP Morgan2000 - 2008
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Vice PresidentJP Morgan2000 - 2008
Citigroup Private Bank  2001 - 2006

Education
Manhattanville College   1981 — 1985
BA, Political Science/Romance Languages

American School of Tangier   1977 — 1979
Undergraduate - High school

Kevin Reiner, CFP®, CPWA® Kevin Reiner, CFP®, CPWA® Greater New York City Area Details
Kevin Reiner, CFP®, CPWA®'s UBS Wealth Management Experience March 2012 - Present
Job First Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   March 2012 - Present
Morgan Stanley Smith Barney  October 2001 - March 2012
Morgan Stanley  January 2000 - November 2006

Education
William Paterson University of New Jersey   1997 — 2001

Macquarie University   1999 — 2000
Finance

Patrick Darcy Patrick Darcy Greater New York City Area Details
Patrick Darcy's UBS Wealth Management Experience September 2010 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2010 - Present
Langdon Ford Financial  April 2008 - November 2010
E*Trade  March 2005 - January 2008
Merrill Lynch  March 1998 - March 2004

Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Equity Trading, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investments, Mutual Funds, Options, Securities, Series 63, Series 7, Trading, Trading Systems, Wealth Management

Education
Loyola University Maryland   1989 — 1993

Chaminade High School   1985 — 1989

Dindo Bautista Dindo Bautista Greater New York City Area Details
Dindo Bautista's UBS Wealth Management Experience June 1998 - August 2010
Job Vice President , Development Manager at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney  August 2010 - Present
UBS Wealth Management   June 1998 - August 2010
Reader's Digest  1994 - 1998
Housing and Development Board - Singapore   December 1993 - October 1994
STA, Software Development Company   1991 - 1993

Skills
DB2, COBOL, CICS, Mainframe, SDLC, Business Analysis, Software Project..., JCL, Banking, Risk Management, VSAM, Software Development, WebSphere MQ, TSO, Java, Project Management, Process Improvement, SQL, IMS DB/DC, Requirements Gathering, Business Intelligence, Cross-functional Team..., Agile Methodologies, Business Requirements, Data Modeling, Data Warehousing, Database Design, Databases, Disaster Recovery, IT Management, Enterprise Architecture, IT Strategy, Integration, ITIL, Project Portfolio..., Requirements Analysis, SOA, PMO, Visio

Education
Mapua Institute of Technology   1986 — 1990
Computer Engineering

Steven T. Ries, CFP®, CEBS Steven T. Ries, CFP®, CEBS Greater Philadelphia Area Details
Steven T. Ries, CFP®, CEBS's UBS Wealth Management Experience December 2006 - August 2012
Job Account Executive at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott  August 2012 - Present
UBS Wealth Management   December 2006 - August 2012
Towers Watson (formerly Towers Perrin)   1993 - 2005

Skills
Personal Financial..., Investment Strategies, Qualified Retirement..., Series 7, Retirement Planning, Wealth Management, Alternative Investments, Financial Services, Investment Advisory, Mutual Funds, Customer Service

Education
Lynchburg College
BS, Business Administration

University of Wisconsin
MBA

Matt Masters Matt Masters Greater New York City Area Details
Matt Masters's UBS Wealth Management Experience 2001 - 2006
Job Manager Operations at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  February 2010 - Present
Prudential Investment Management  September 2006 - February 2010
UBS Investment Bank  2001 - 2006
UBS Wealth Management   2001 - 2006
UBS Financial Services  2001 - 2006
UBS  2001 - 2006
Jennison Associates  2000 - 2001
Prudential Financial  1997 - 2000

Skills
Fixed Income, Equities, FX, Settlement, Securities, Back Office, Asset Management, Wealth Management, Derivatives, Swaps, Cash, Middle Office, Settlements, Bonds, Stock, Structuring, Loans, Financial Structuring, Financial Markets, Options, FX Options, Capital Markets, Mutual Funds, Financial Risk

Education
Lock Haven University of Pennsylvania   1992 — 1995

Lock Haven University of Pennsylvania   1992 — 1995
Bachelor's degree, Business Administration and Management, General

Andrew Senno Andrew Senno New York, New York Details
Andrew Senno's UBS Wealth Management Experience January 2006 - July 2007
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan  January 2011 - Present
JP Morgan  January 2010 - December 2010
JP Morgan  February 2008 - December 2009
UBS Wealth Management   January 2006 - July 2007

Skills
Collateral Management, Derivatives, Fixed Income, Securities, Equities, Hedge Funds, Middle Office, Bloomberg, Securities Lending, Capital Markets, Financial Services, Series 63, Mutual Funds, Alternative Investments, Banking, Portfolio Management, Investment Banking, Series 7, Global Custody, Asset Managment

Education
Marist College   2002 — 2006

Monsignor Farrell High School   1998 — 2002
High School

Robert Menard, Jr. Robert Menard, Jr. Greater New Orleans Area Details
Robert Menard, Jr.'s UBS Wealth Management Experience September 2000 - January 2004
Job Financial Advisor at Capital One
Industry Investment Management
Experience
Capital One  August 2012 - Present
FBT Investments   November 2009 - July 2012
Morgan Keegan  January 2004 - October 2009
UBS Wealth Management   September 2000 - January 2004

Skills
Wealth Management..., Retirement, Pensions, Series 7, Investments, Cash Management, Finance, Mutual Funds, Financial Planners, Financial Analysis, Securities, Wealth Management

Education
Jesuit High School

Loyola University New Orleans
Bachelor of Business Administration, Accounting and Finance

Nicole Decker Nicole Decker Greater New York City Area Details
Nicole Decker's UBS Wealth Management Experience 2008 - Present
Job Investment Management Professional
Industry Investment Management
Experience
UBS Wealth Management   2008 - Present
Bear Stearns  1998 - 2008
Texaco Inc.  1990 - 1998

Education
New York University - Leonard N. Stern School of Business   1996 — 1998
MBA, Finance

Manhattanville College
BA, Mathematics

Patrick McElhatton Patrick McElhatton Greater New York City Area Details
Patrick McElhatton's UBS Wealth Management Experience 2005 - 2006
Job Senior Advisor Wealth Mgmt at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2006 - Present
UBS Wealth Management   2005 - 2006
Salomon Smith Barney Asset Mgmt   1999 - 2005
Salomon Brothers  1997 - 1998

Skills
Portfolio Management, Alternative Investments

Education
Manhattan College   1993 — 1997

Ifeoma Ezetah Ifeoma Ezetah Greater New York City Area Details
Ifeoma Ezetah's UBS Wealth Management Experience April 2006 - August 2006
Job Management
Industry Management Consulting
Experience
American Marketing Association  May 2007 - Present
UBS Wealth Management   April 2006 - August 2006
DBN   January 2000 - February 2002

Education
Stevens Institute of Technology   2005 — 2008
MS, Technology Management

London Metropolitan University   2002 — 2003
MA, Mass Communications

Sharon Urban Sharon Urban Washington, District Of Columbia Details
Sharon Urban's UBS Wealth Management Experience July 2013 - September 2015
Job Trust Officer at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company  September 2015 - Present
UBS Wealth Management   July 2013 - September 2015
EMI  2009 - 2011
Dixon Hughes Goodman LLP  2009 - 2009
Bank of America Private Bank  2004 - 2005

Skills
State Tax Audits, Litigation Support, Tax Preparation, Tax, Tax Audits, Tax Compliance, Income Tax, Mergers, Forensic Accounting, Tax Research, Auditing, CPA, Restructuring, Mergers & Acquisitions, GAAP, Accounting, Financial Analysis

Education
University of Baltimore   1997 — 2001
L.L.M., Tax

University of Baltimore School of Law   1994 — 1997
J.D.

Loyola University Maryland   1992 — 1994
MBA, Finance

Notre Dame of Maryland University   1989 — 1992
B.A., Liberal Arts, Spanish and History

Romy Jumamil Romy Jumamil Greater New York City Area Details
Romy Jumamil's UBS Wealth Management Experience 2008 - Present
Job Authorized Officer, Systems Development at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   2008 - Present
UBS Wealth Management   2007 - 2008
Verizon Wireless  2005 - 2007
Morgan Stanley  2004 - 2005
Deustche Bank  1997 - 2004
Deutsche Bank  1997 - 2004

Skills
SQL, VSAM, CICS, JCL, SDLC, Equities, COBOL, Trading Systems, DB2, Business Analysis, Fileaid, Requirements Gathering

Education
Mapua Institute of Technology

Eric Casimiro Eric Casimiro Greater New York City Area Details
Eric Casimiro's UBS Wealth Management Experience October 2007 - April 2009
Job at
Industry Information Technology and Services
Experience
UBS Financial Services  November 2010 - Present
Merrill Lynch  May 2009 - November 2010
UBS Wealth Management   October 2007 - April 2009
Merrill Lynch  December 2005 - September 2007
Deutsche Bank  1999 - 2005
Software Ventures International  1988 - 1990
Software Ventures International  1988 - 1990
Software Ventures International  1988 - 1990

Skills
DB2, SQL, Analysis, COBOL, Mainframe, Systems Analysis, Testing, Project Management, CICS, PMP, VSAM, SDLC, WebSphere MQ, Requirements Gathering, IBM Mainframe, Requirements Analysis, Business Analysis, Databases

Education
Mapua Institute of Technology   1979 — 1984
BS Civil Engineering

Paul Lowerre Paul Lowerre Greater New York City Area Details
Paul Lowerre's UBS Wealth Management Experience September 1994 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 1994 - Present
Kidder Peabody  September 1987 - October 1994

Education
Marymount Manhattan College   1980 — 1981
BA, Political Science

Franklin University Switzerland
Political Science

Kathleen SuSong Kathleen SuSong Weehawken, New Jersey Details
Kathleen SuSong's UBS Wealth Management Experience 2007 - Present
Job HR Group Manager
Industry Financial Services
Experience
UBS Wealth Management   2007 - Present
McDonald Investments  October 1989 - May 2007
Key Bank  2005 - 2007

Skills
Executive Pay, Succession Planning, Financial Advisor..., Firm level Brokerage..., HRIS, Incentive Programs, Mergers, Performance Management, Equities, Onboarding, Organizational Design, Talent Management, Employee Engagement, Human Resources, Financial Analysis, Mergers & Acquisitions, Auditing, Business Analysis, Finance, Wealth Management, Accounting

Education
Marquette University   1977 — 1980

Spenser Yeager Spenser Yeager Greater New York City Area Details
Spenser Yeager's UBS Wealth Management Experience August 2011 - Present
Job Trade Support Analyst
Industry Financial Services
Experience
UBS Wealth Management   August 2011 - Present
Barnes and Noble College Book Store   January 2008 - May 2011
National Life Group  May 2009 - August 2009

Skills
Fixed Income, Wealth Management, Financial Services, Alternative Investments, Bloomberg, Series 7, Microsoft Office

Education
Longwood University   2007 — 2011
Under Grad, Finance

SUNY Potsdam

Brian Karasik Brian Karasik Staten Island, New York Details
Brian Karasik's UBS Wealth Management Experience August 2015 - Present
Job NonCash Compensation Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
PricewaterhouseCoopers  March 2015 - May 2015
McGladrey  February 2015 - March 2015
Bank of America  February 2014 - May 2014
MEDITERRANEAN SECURITIES GROUP, LLC.,   January 2012 - January 2013
JPMORGAN CHASE & CO  January 2009 - November 2011
CITIGROUP, Inc  April 2008 - December 2008
GERSTLE ROSEN   November 2004 - March 2008
JPMORGAN CHASE & CO  October 1999 - October 2004

Skills
Accounting, Finance, Brokerage, Equities, Trading, Banking, Management, Credit, Auditing, Trading Systems, Sales, Financial Analysis, Process Improvement, Investments, Asset Management, CRM, Due Diligence, Mergers & Acquisitions, Financial Services, Portfolio Management

Education
Long Island University   1995 — 1998
Associates Degree, Business Management

Shanmugaprakash Eswarasamy Shanmugaprakash Eswarasamy United States Details
Shanmugaprakash Eswarasamy's UBS Wealth Management Experience February 2010 - Present
Job Sr Software Developer at BMW Bank of North America
Industry Government Relations
Experience
BMW Bank of North America  July 2011 - Present
GMAC ResCap  November 2010 - Present
UBS Wealth Management   February 2010 - Present
Specialized Technology Resources - Responsible Sourcing   August 2009 - January 2010
Deloitte Consulting  April 2009 - July 2009
UBS Investment Bank  May 2008 - May 2009
ING  September 2007 - April 2008

Education
Madurai Kamaraj University   1996 — 2000
BE, Mechanical

Lisa Jaffa Guarini Lisa Jaffa Guarini Greater New York City Area Details
Lisa Jaffa Guarini's UBS Wealth Management Experience July 2006 - July 2007
Job Corporate Access at RBC Capital Markets
Industry Internet
Experience
RBC Capital Markets  April 2011 - Present
IAC  July 2007 - July 2011
UBS Wealth Management   July 2006 - July 2007

Education
Loyola University Maryland   2002 — 2006
BA, Marketing

Barbara Bello Barbara Bello Greater New York City Area Details
Barbara Bello's UBS Wealth Management Experience March 2013 - July 2013
Job Alternative Investments Product Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - July 2013
Bank of America Merrill Lynch  April 2012 - August 2012
Goldman Sachs & Co.   1987 - 2011

Skills
Fixed Income, Back Office, Middle Office, DTC, Collateral Management, Alternative Investments, Hedge Funds, Money Market, Repos, Private Equity, Derivatives, Trading Systems, Bloomberg, Account Reconciliation, Trading Operations, Settlement Services, Accounts Receivable, SOX Compliancy, Certificates of Deposit, Commercial Paper, Municipal Bonds, Confirmation, Bloomberg Terminal, PIMS, New Account Opening, Break Fix, Pricing, Project Management, Real Estate Private..., Swaps, Trading, Capital Markets, Redemption, Repurchase Agreements, Problem Solving, EMMA, Investment Banking

Education
Manhattan College
B.S., Finance/Computer Information Systems

Mary Selvaraj Mary Selvaraj Greater New York City Area Details
Mary Selvaraj's UBS Wealth Management Experience August 2009 - December 2014
Job Consultant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse  February 2015 - Present
UBS Wealth Management   August 2009 - December 2014
UBS Wealth Management   October 2007 - May 2009
Citibank  2006 - 2007
Tata Elxsi  2003 - 2005

Skills
User Acceptance Testing, Test Planning, Requirements Analysis, Quality Assurance, Business Analysis, Testing, Test Management, Quality Center, Business Requirements, Mainframe, Requirements Gathering, SDLC, Software Development, Software Project...

Education
Manonmaniam Sundaranar University   1995 — 1999
BE, Electronics and Communication

Camille Guarisco Camille Guarisco San Antonio, Texas Details
Camille Guarisco's UBS Wealth Management Experience January 2011 - May 2011
Job Georgia Tech, Scheller College of Business, MBA
Industry Financial Services
Experience
USAA  July 2015 - Present
The Coca-Cola Company  June 2014 - August 2014
EY  September 2011 - January 2013
UBS Wealth Management   January 2011 - May 2011

Skills
Analysis, Internal Controls, Accounting, Strategy, Auditing, Leadership, Budgets, Management, Accounts Payable, Project Planning, Payroll, Variance Analysis, Accounts Receivable, Team Leadership

Education
GEORGIA INSTITUTE OF TECHNOLOGY, Scheller College of Business   2013 — 2015
Master of Business Administration (MBA)

Loyola University New Orleans   2008 — 2011

LOYOLA UNIVERSITY
Bachelor of Accountancy

Justin Maney Justin Maney Orange County, California Area Details
Justin Maney's UBS Wealth Management Experience September 2010 - February 2011
Job Sr. Investment Analyst at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management  July 2012 - Present
United Capital Financial Partners, Inc  February 2011 - July 2012
UBS Wealth Management   September 2010 - February 2011
The Bank of New York Mellon  May 2010 - August 2010
Monroe Capital  November 2009 - April 2010
Bank of New York Mellon  June 2009 - August 2009

Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy

Education
Loyola University Chicago   2007 — 2010
BBA, Finance, Economics

Daniel Leskovar Daniel Leskovar Greater New York City Area Details
Daniel Leskovar's UBS Wealth Management Experience January 2009 - May 2009
Job Aspriring Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   January 2009 - May 2009

Education
Marist College   2005 — 2009
BS, Finance

Reginald A. Jacobs, Esq. Reginald A. Jacobs, Esq. Greater New York City Area Details
Reginald A. Jacobs, Esq.'s UBS Wealth Management Experience June 2007 - December 2007
Job Attorney at Law
Industry Law Practice
Experience
Reginald A. Jacobs, PLLC.   September 2008 - Present
UBS Wealth Management   June 2007 - December 2007

Skills
Estate Planning, Criminal Law, Civil Litigation, Tax Dispute Resolution, Real Estate, Commercial Litigation, Courts, Trusts, Appeals, Litigation, Microsoft Office, Mediation, Customer Service, Tax, Public Speaking, Legal Writing, Due Diligence, Commercial Real Estate, Legal Research, Arbitration

Education
London Metropolitan University   1996 — 2000
LL.B Bus. Law, Law

Craig Pesce, CFP® Craig Pesce, CFP® Greater New York City Area Details
Craig Pesce, CFP®'s UBS Wealth Management Experience 1999 - 2001
Job Director of Marshall & Sterling Wealth Advisors
Industry Financial Services
Experience
Marshall & Sterling  February 2013 - Present
Wilmington Trust- Wealth Advisory Divsion of M&T Bank   January 2011 - February 2013
M&T Bank  January 2010 - December 2011
M&T Bank  March 2001 - February 2010
PaineWebber  January 1998 - March 2001
UBS Wealth Management   1999 - 2001

Skills
Retirement Planning, Financial Planning, Asset Management, Estate Planning, Insurance, Investments, Investment Advisory, Asset Allocation, Series 24, Series 65, Series 7, Series 63, Certified Financial..., Portfolio Management, Financial Advisory, Life Insurance, Financial Services, Finance

Education
The American College   2007 — 2011
Certified Financial Planner, Financial Planning and Services

Marist College   1994 — 1997
Bachelor's of Science, Finance, Business Administration

Roger Williams University   1992 — 1994
Architecture

Nancy Moser Nancy Moser San Francisco Bay Area Details
Nancy Moser's UBS Wealth Management Experience February 2009 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   February 2009 - June 2009
UBS Wealth Management   March 2002 - February 2009
UBS Wealth Management   May 1999 - March 2002
UBS Wealth Management   August 1994 - May 1999
Shearson Lehman Brothers  August 1991 - August 1994
Trout Trading Company   September 1990 - August 1991

Education
Loyola University Chicago   1987 — 1991
Business Administration, Economics

Philips John Philips John Greater New York City Area Details
Philips John's UBS Wealth Management Experience April 2006 - July 2010
Job Sr. Application Architect at WesternUnion
Industry Financial Services
Experience
Western Union  2010 - Present
UBS Wealth Management   April 2006 - July 2010
Synchronoss Technologies  2001 - 2002
Cybage  1998 - 2000

Education
Mangalore University

Kathy Folliard Kathy Folliard Greater New York City Area Details
Kathy Folliard's UBS Wealth Management Experience August 2006 - Present
Job Director, Product Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2006 - Present
JPMorgan Chase  May 2002 - July 2006
Merrill Lynch  May 1995 - February 2002

Skills
Financial Services, Fixed Income, Banking, Securities, Portfolio Management, Series 7, Equities, Business Analysis

Education
Pace University - Lubin School of Business   1977 — 1981
MBA, Management Information Systems

Marymount Manhattan College   1970 — 1974
BA, Psychology, Biology

Michael Squillante Michael Squillante Greater New York City Area Details
Michael Squillante's UBS Wealth Management Experience August 2010 - June 2011
Job Associate Banker at Citi
Industry Financial Services
Experience
Citi  July 2015 - Present
HRC Fund Associates  August 2011 - July 2015
UBS Wealth Management   August 2010 - June 2011
UBS Wealth Management   May 2008 - January 2010

Skills
Investments, Portfolio Management, Asset Management, Finance, Series 7, Hedge Funds, Financial Services, Wealth Management, Securities, Mutual Funds, Alternative Investments, Series 63, Uniform Combined State..., Investment Strategies

Education
Marist College   2006 — 2010
Bachelor of Science, Finance

Rob Ruder Rob Ruder Greater Chicago Area Details
Rob Ruder's UBS Wealth Management Experience September 2012 - December 2012
Job Project Analyst at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting  August 2014 - Present
Deloitte  June 2013 - August 2013
UBS Wealth Management   September 2012 - December 2012
Loyola University Chicago  2011 - 2012
ResponseLogix  May 2011 - July 2011
ResponseLogix  May 2010 - August 2010
ResponseLogix  August 2009 - May 2010
ResponseLogix  June 2009 - August 2009
ResponseLogix  May 2009 - June 2009

Education
Loyola University Chicago   2010 — 2014

Derek Guimond Derek Guimond Greater Chicago Area Details
Derek Guimond's UBS Wealth Management Experience May 2014 - August 2014
Job MBA Student at Essex University
Industry Capital Markets
Experience
UBS  August 2014 - January 2015
UBS Wealth Management   May 2014 - August 2014
Loyola University Chicago  May 2013 - December 2013
CBOE  May 2013 - September 2013
City of Evanston  May 2012 - August 2012
City of Evanston  May 2012 - August 2012
City of Evanston  May 2010 - August 2011

Skills
Cpr Certified, First Aid, Emergency Management, Lifeguarding, EMT, EMT Certified, Leadership, Marketing, Financial Analysis, Academic Tutoring, Resume Writing, Writing, Business Writing, Social Media, Social Media Marketing, Sales, Sports, Critical Thinking, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking

Education
University of Essex   2015 — 2016
Master of Business Administration (MBA), Finance, General

Loyola University of Chicago   2011 — 2015
Bachelor of Arts (B.A.) and B.B.A. of Finance, English Language and Literature/Letters, Senior

Eths

Cristin Garry Cristin Garry Chicago, Illinois Details
Cristin Garry's UBS Wealth Management Experience October 2009 - December 2009
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Financial Services
Experience
Deloitte Consulting  August 2013 - June 2015
Deloitte Consulting  August 2011 - August 2013
Deloitte Consulting  June 2010 - August 2010
UBS Wealth Management   October 2009 - December 2009
MetLife  June 2009 - August 2009

Skills
Management Consulting, SDLC, Visio, Defect Tracking, SAP BPC, Allocations, P&L Forecasting, Performance Testing, Quality Center, Driver-based Planning, Report Development, Intercompany..., Consolidation, Business Objects, Business Process, Business Process..., Consulting, Financial Analysis, Analysis, Project Management, Microsoft Excel, Microsoft Office, Business Analysis, Data Analysis

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

University of Maryland College Park   2007 — 2011
B.S., Finance, Information Systems

London Metropolitan University   2010 — 2010
Study Abroad Program, Spring 2010

James Van Steenhuyse James Van Steenhuyse Phoenix, Arizona Area Details
James Van Steenhuyse's UBS Wealth Management Experience March 2011 - Present
Job Executive Director | Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   March 2011 - Present
UBS Wealth Management   March 1986 - Present

Education
Loras College   1970 — 1974
Bachelor's degree, Business

Samantha Koch Samantha Koch Greater New York City Area Details
Samantha Koch's UBS Wealth Management Experience January 2011 - May 2011
Job Operations, Broadridge Corporate Issuer Services at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  August 2013 - Present
BNY Mellon  October 2011 - August 2013
UBS Wealth Management   January 2011 - May 2011
Aegis Capital  July 2009 - August 2009
GunnAllen Financial  May 2009 - July 2009

Skills
Institutional Sales, Microsoft Office, Equities, Fixed Income, PowerPoint, Mutual Funds, Securities, Bonds, Asset Management, Financial Analysis, Microsoft Excel, Escrow, Corporate Trust, Capital Markets, Financial Services, Finance, Banking, Management, Risk Management, Investments

Education
Manhattan College   2008 — 2011
Bachelors, Finance

Queen Mary University of London   2009 — 2010
Bachelors, Finance

Kate Genereux Kate Genereux Greater New York City Area Details
Kate Genereux's UBS Wealth Management Experience 2010 - Present
Job Technology Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2010 - Present
UBS Weath Management   March 2008 - September 2010
UBS Wealth Management   November 2005 - March 2008

Skills
Vendor Management, Hedge Funds, Financial Services, Equities, Asset Management, Wealth Management, Portfolio Management, Alternative Investments, Bloomberg, Risk Management

Education
Loyola University Maryland   2001 — 2005
BA, Business

Peter Monacchio Peter Monacchio Greater New York City Area Details
Peter Monacchio's UBS Wealth Management Experience August 2010 - May 2011
Job Sales Finance Grocery Analyst at PepsiCo Pepsi Beverages Company
Industry Consumer Goods
Experience
PepsiCo  June 2015 - Present
PepsiCo - North American Beverages   May 2013 - May 2015
Express Scripts (formerly Medco Health Solutions)   June 2011 - May 2013
UBS Wealth Management   August 2010 - May 2011
UBS Wealth Management   June 2010 - August 2010
Joseph Gunnar & Co, LLC   August 2009 - December 2009
UBS Wealth Management   January 2008 - January 2008

Skills
Equities, Portfolio Management, Investments, Capital Markets, Wealth Management, Finance, Bloomberg Terminal, Leadership, Analysis, Forecasting

Education
Manhattan College   2007 — 2011
B.S., Finance and Economics

Don Bosco Prep   2003 — 2007

Nicole Kouskalis Nicole Kouskalis Greater New York City Area Details
Nicole Kouskalis's UBS Wealth Management Experience June 2010 - August 2010
Job Account Executive at Haddad Brands
Industry Apparel & Fashion
Experience
Haddad Brands  July 2011 - Present
UBS Wealth Management   June 2010 - August 2010
MapWide.com  January 2010 - May 2010
NetPublications, Inc   January 2010 - May 2010
ALDO Group  January 2008 - January 2010
Marist College Athletic Department  September 2007 - May 2008

Skills
Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Marketing, Sales, Budgets, Analysis

Education
Marist College   2007 — 2011
Bachelor of Science, Business Administration; Emphases; Finance and Marketing

Lindsay Wills Lindsay Wills New York, New York Details
Lindsay Wills's UBS Wealth Management Experience July 2004 - June 2007
Job Investor Relations at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management  June 2007 - Present
UBS Wealth Management   July 2004 - June 2007
Sawaya Segalas Investment Bank   May 2004 - July 2004
Tuxedo Park Country Club   May 2003 - September 2003

Skills
Fixed Income, Hedge Funds, Alternative Investments, Investor Relations, Private Equity, Equities

Education
Manhattan College   2000 — 2004
BS, Finance & International Business

Ifeoma Ezetah Ifeoma Ezetah Greater New York City Area Details
Ifeoma Ezetah's UBS Wealth Management Experience January 2006 - December 2006
Job Public Relations at American Marketing Marketing Association New York/New Jersey Chapter
Industry Marketing and Advertising
Experience
Katrinas Angels   June 2007 - Present
American Marketing Marketing Association- New York/New Jersey Chapter   April 2005 - Present
Stevens Institute of Technology  2006 - 2007
UBS Wealth Management   January 2006 - December 2006

Skills
Advertising, Marketing Communications, Direct Marketing, Marketing Strategy, Social Media Marketing, Marketing, Online Advertising, Media Planning, Digital Marketing, Email Marketing, Sales Process, Project Management, Business Process..., Business Strategy, Business Intelligence

Education
Stevens Institute of Technology   2005 — 2007
Master of Science (M.Sc.), Technology Management

London Metropolitan University   2002 — 2003
Master of Arts (M.A.), Mass Communication/Media Studies

John C. Kim John C. Kim Eden Prairie, Minnesota Details
John C. Kim's UBS Wealth Management Experience June 1975 - Present
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management   June 1975 - Present

Education
University of Chicago   1967 — 1970
Master of Business Administration (MBA), Finance

Universite Catholique de Louvain, Louvain, Belgium   1968 — 1969
Licencie, Applied Economics

Macalester College   1963 — 1967
Bachelor's degree, Mathematics

Benny LaRosa Benny LaRosa Greater New York City Area Details
Benny LaRosa's UBS Wealth Management Experience December 2012 - October 2013
Job Analyst at Nomura
Industry Financial Services
Experience
Nomura  May 2014 - Present
UBS Wealth Management   December 2012 - October 2013
JPMorgan Chase  January 2012 - October 2012
JPMorgan Chase  August 2000 - December 2011

Education
Manhattan College
Computer Science

Layla Cayabyab Layla Cayabyab Greater New York City Area Details
Layla Cayabyab's UBS Wealth Management Experience June 2006 - December 2007
Job Managing Director Quantitative Strategies at Bank of TokyoMitsubishi UFJ
Industry Investment Management
Experience
Bank of Tokyo-Mitsubishi UFJ  January 2015 - Present
DCF Capital  December 2010 - January 2015
BlackRock  December 2007 - December 2009
UBS Wealth Management   June 2006 - December 2007
NYSE Euronext  May 2005 - October 2005

Skills
Hedge Funds, Mathematics, Portfolio Management, Alternative Investments, Investment Management, Investments, Philanthropy, Bloomberg

Education
London Business School
Financial Mathematics

Le Cordon Bleu Paris
Bakery and Pastry

Tom Gramins Tom Gramins Northbrook, Illinois Details
Tom Gramins's UBS Wealth Management Experience January 2000 - November 2004
Job CPA, PFS (PERSONAL FINANCIAL SPECIALIST) at THOMAS R. GRAMINS, CPA
Industry Financial Services
Experience
THOMAS R. GRAMINS, CPA   November 2004 - Present
UBS Wealth Management   January 2000 - November 2004
EVEREN SECURITIES-NOW WELLS FARGO ADVISORS   March 1991 - December 1999

Skills
Finance, Financial Planning, Strategic Planning, Financial Analysis, Public Speaking, Investments, Leadership, Retirement Planning, Strategy, Management, Accounts Receivable, Financial Statements, IFRS, Account Reconciliation, Partnership Taxation, Fixed Assets, Tax Returns, Financial Accounting, Tax Preparation, Sarbanes-Oxley Act, US GAAP, External Audit, Financial Reporting, GAAP, SEC filings, Internal Audit, Portfolio Management, Income Tax, QuickBooks, Accounting, Strategic Financial..., Cash Flow, Tax, Internal Controls, Payroll, Accounts Payable, Bookkeeping, CPA, General Ledger, Tax Research, Corporate Tax, Tax Accounting, Auditing

Education
Marquette University
Accounting

The George Washington University
GRADUATE STUDIES, Accounting

Ifeoma Ezetah Ifeoma Ezetah South Orange, New Jersey Details
Ifeoma Ezetah's UBS Wealth Management Experience April 2006 - December 2006
Job Assistant Account Manager at Towne Park
Industry Hospitality
Experience
Towne Park  August 2013 - Present
RadioShack  March 2009 - November 2011
NYU Robert F. Wagner Graduate School of Public Service  January 2008 - December 2008
Stevens Institute of Technology  September 2005 - December 2007
UBS Wealth Management   April 2006 - December 2006
DBN Television   June 2000 - December 2006

Skills
Market Research, Sales Operations, Customer Service, Office Administration, Advertising, Project Management, Business Process..., Business Strategy, Research, Qualitative Research, Quality Management, People Skills, Commissioning, Microsoft Office, Teaching

Education
Stevens Institute of Technology   2005 — 2008
Master's Degree, Technology Management

London Metropolitan University   2002 — 2003
Master of Arts (M.A.), Mass Communication/Media Studies

University of Nigeria   1995 — 1999
Bachelor of Science (B.Sc.), Sociology and Anthropology

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