UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Jeffrey Nelson Jeffrey Nelson Tulsa, Oklahoma Area Details
Jeffrey Nelson's UBS Wealth Management Experience May 2012 - July 2012
Job Commodity Manager at American Airlines
Industry Airlines/Aviation
Experience
American Airlines  June 2013 - Present
Arizona State University  May 2011 - May 2013
UBS Wealth Management   May 2012 - July 2012
Arizona State University College Republicans   January 2011 - January 2012
Arizona State University  August 2010 - May 2011
Arizona State University  February 2010 - May 2011
The Home Depot  May 2010 - August 2010
Elitch Gardens  May 2007 - September 2009

Skills
Public Speaking, Management, Budgets, PowerPoint, Investments, Social Media Marketing, Leadership, Finance, Microsoft Word, Community Outreach, Microsoft Excel, Customer Service, Accounting, Negotiation, Government, Event Management, Strategic Negotiations, Data Analysis, Innovation, Budgeting, Word, Event Planning, SAP, Alternate Sourcing, Supply Chain, Aerospace, Procurement, Strategic Sourcing

Education
Arizona State University, W. P. Carey School of Business   2009 — 2013
Bachelor of Science, Finance

Broomfield High School

Stephen Karras Stephen Karras Greater New York City Area Details
Stephen Karras's UBS Wealth Management Experience February 2009 - May 2009
Job Senior Associate at NYSE, MBA Candidate at NYU Stern
Industry Financial Services
Experience
NYSE  January 2014 - Present
NYSE  November 2013 - December 2014
NYSE Euronext  February 2013 - November 2013
NYSE Euronext  April 2012 - February 2013
NYSE Euronext  January 2010 - April 2012
UBS Wealth Management   February 2009 - May 2009
Let's Get Ready  January 2008 - May 2009
Diane von Furstenberg  April 2008 - August 2008
Terrapinn  May 2007 - August 2007

Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Spanish, Outlook, HTML, Photoshop, SharePoint, SQL, Financial Analysis, Analysis, Budgets, Equities, Management

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)

City University of New York-Baruch College - Zicklin School of Business   2006 — 2010
Bachelor of Business Administration (BBA), Finance, General

Joseph Christ, MBA Joseph Christ, MBA Phoenix, Arizona Area Details
Joseph Christ, MBA's UBS Wealth Management Experience May 2006 - November 2008
Job PWM Portfolio Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   January 2011 - Present
Robert W. Baird & Co.   November 2008 - January 2011
UBS Wealth Management   May 2006 - November 2008
Piper Jaffray & Co  March 2005 - May 2006

Skills
Financial Modeling, Trading, Wealth, Research, Wealth Preservation, Wealth Transfer, Analytics, Investments, Equities, Portfolio Management, Annuities, Series 7, Financial Planning, Retirement Planning, Alternative Investments, Series 63, Insurance, Financial Analysis, Investment Advisory, Wealth Management, Asset Management, Risk Management, Hedge Funds, Estate Planning, Private Equity, Economics, Fundraising, Business Strategy, Banking, Private Wealth..., Finance, Asset Allocation, Investment Strategies, Financial Services, Mutual Funds, Financial Advisory, Securities, Investment Management, Retirement, Strategic Financial...

Education
Arizona State University, W. P. Carey School of Business   2011 — 2013
MBA, Finance and Health Care

   2001 — 2002
International Tourism, Business, and Hospitality

Northern Arizona University   1998 — 2002
Dual, International Business, Tourism and Hospitality

Florida International University   1999 — 2000
National Student Exchange

Kevin Allman, JD, CFP® Kevin Allman, JD, CFP® Marietta, Georgia Details
Kevin Allman, JD, CFP®'s UBS Wealth Management Experience June 2006 - March 2008
Job Trust Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  August 2014 - Present
SunTrust Investment Services, Inc.   August 2010 - August 2014
Edward Jones  March 2008 - August 2010
UBS Wealth Management   June 2006 - March 2008

Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Finance, Financial Services, Risk Management, Financial Advisory, Investment Strategies, Management, Investment Management, Employee Benefits, Wealth Management, Estate Planning, Wealth, Banking, Mutual Funds

Education
Emory University   2015 — 2015
Certified Financial Planner, Finance and Financial Management Services

Atlanta's John Marshall Law School   2009 — 2013
Juris Doctor (J.D.)

Auburn University   1988 — 1992
Bachelor of Arts (B.A.), History

Barrett O'Neill Barrett O'Neill Ashland, Massachusetts Details
Barrett O'Neill's UBS Wealth Management Experience June 2014 - December 2014
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - December 2014
Scientific Air Analysis   June 2011 - April 2014
The Fatima Corporation   June 2011 - March 2013

Skills
Financial Analysis, Business Development, Investment Properties, Property Management, Microsoft Access, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Customer Service, Sports, Leadership, PowerPoint, Microsoft Word, Access, Analysis, Finance, Investments, Management, Social Networking

Education
Babson College   2012 — 2015
Bachelor's Degree, Business Administration - Finance and Entrepreneurship, 2015

University of Virginia   2011 — 2013
Arts and Sciences

Ana Launes Ana Launes Orange County, California Area Details
Ana Launes's UBS Wealth Management Experience January 1998 - January 2004
Job General Manager
Industry Renewables & Environment
Experience
PALLC SOLAR   September 2013 - Present
Infinia Corporation  July 2012 - August 2013
House of Balsamic   September 2010 - November 2011
Infinia Corporation  January 2008 - November 2010
Euromonitor International  March 2009 - September 2009
UBS Wealth Management   January 1998 - January 2004
RECURSOS HIDRAULICOS, SA   January 1998 - January 2002
GRUPO AHORRO CORPORACION , ACF, SA.SVB   August 1990 - October 1998

Skills
Strategy, New Business Development, Business Development, Online Marketing, Product Development, Market Research, Public Relations, Marketing Strategy, Marketing Communications, Project Planning, Product Marketing, International Business, Brand Development, Renewable Energy, Management, Energy, Leadership, Strategic Planning, Marketing, Market Analysis, Trade Shows, Marketing Research, Event Management, Food, Business Planning, Analysis, Business Strategy, Competitive Analysis, Sales, Program Management, Start-ups, Entrepreneurship, Advertising, Strategic Partnerships, Social Media, Cross-functional Team..., Contract Negotiation, Channel Marketing, Project Finance, Project Management

Education
Argosy University   2011 — 2014
Bachelor of Science (BS), Business Administration and Management, Finance

Universitat de Barcelona   1994 — 1998
B.A., English as a Foreign Language and English Literature

Universitat de Barcelona   1984 — 1988
BA Biology, Biology

Catherine Vazquez Catherine Vazquez Greater New York City Area Details
Catherine Vazquez's UBS Wealth Management Experience May 2014 - Present
Job Compliance Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
Citi  September 2012 - March 2014
Citi  January 2012 - September 2012
Kelly Law Registry  May 2008 - February 2009
Cartus  September 2007 - February 2009
Ave Maria School of Law  January 2006 - May 2007

Skills
Investigative Reporting, AML, Training, Risk Assessment, Quality Control, Investigation, Analysis, KYC, Banking, Risk Management, Financial Analysis, Legal, OFAC, Lexis, Suspicious Activity..., Bank Secrecy Act, Microsoft Office, USA PATRIOT Act, Compliance, Research, Writing, Subject Matter Experts, Peer Mentoring, Finance, Business Analysis, Anti Money Laundering

Education
Ave Maria School of Law   2004 — 2007
Doctor of Law (J.D.), Law

University of Central Missouri   2001 — 2003
Bachelor of Arts (B.A.), History

Elliott Couch Elliott Couch Denver, Colorado Details
Elliott Couch's UBS Wealth Management Experience June 2010 - August 2010
Job Assistant Director at Four Seasons Hotels and Resorts
Industry Hospitality
Experience
Four Seasons Hotels and Resorts  Assistant DirectorFour Seasons Hotels and ResortsJune 2015 - Present
Highlands Ranch High School  January 2012 - Present
Towne Park  November 2012 - Present
Nilubon Kindergarten School   May 2013 - May 2014
JPMorgan Chase  October 2011 - November 2012
Producers  October 2011 - October 2011
Odyssey Financial Management Pty Ltd   September 2010 - November 2010
UBS Wealth Management   June 2010 - August 2010
Flynn Financial Partners, Ltd. LLC   June 2010 - August 2010
Crystal Springs Resort  July 2006 - July 2010

Skills
Client Communication, Detailed Planning, Relationship Management, Relationship Development, Business Development, Sales, Public Speaking, Social Media Development, Series 6, Life & Health Insurance..., Project Mangement, Client Representation, Project Management, Management, Social Media, Customer Service, Coaching, Research, Communication

Education
TESOL/TEFL EXPRESS   2012 — 2013
120 Hour Advanced Certificate, TESOL/TEFL, 4.0

State University of New York College at Oswego   2007 — 2011
Bachelor of Science Business Administration, Finance/International Business, 3.4

Australian Catholic University   2010 — 2010
Bachelor's Degree, International Business

Matthew Hubbard Matthew Hubbard Denver, Colorado Details
Matthew Hubbard's UBS Wealth Management Experience March 2008 - May 2009
Job Entrepreneur; Angel Investor
Industry Financial Services
Experience
Matthew Hubbard   November 2014 - Present
Savvy Finance LLC   August 2013 - November 2014
Citi  June 2011 - August 2013
Citi  October 2010 - June 2011
The Ski Bus   January 2010 - October 2010
Downtown Denver Partnership  July 2009 - December 2009
UBS Wealth Management   March 2008 - May 2009
U.S. Bank / U.S. Bancorp, Corporate Payment Systems   September 2006 - July 2007
US Bank  May 2006 - September 2006
U.S. Bank / U.S. Bancorp, Corporate Payment Systems   December 1999 - March 2006

Skills
Strategic Planning, Six Sigma, Cross Functional Team..., Supply Chain Management, Business Analysis, Story Telling, Financial Analysis, Relationship Management, Thought Leadership, Payment Systems, Payments, Analytics, Customer Service, Management, Credit Cards, Financial Services, Finance, Sales Operations, Portfolio Management, Entrepreneurship, Start-ups, Talent Developer, Tactical Decision Making, Lean Management, Banking, Sales, Strategy, Executive Management, Product Management

Education
Colorado State University   2011 — 2013
Master of Business Administration (MBA)

Colorado State University   1993 — 1996
Bachelor of Arts (BA)

Arapahoe Community College   1991 — 1993

Alisa Bachana Jaffe, CFA Alisa Bachana Jaffe, CFA Boca Raton, Florida Details
Alisa Bachana Jaffe, CFA's UBS Wealth Management Experience October 2014 - Present
Job First Vice President, Senior Portfolio Manager Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   October 2014 - Present
Morgan Stanley  January 2009 - October 2014
Merrill Lynch Global Wealth Management  January 2005 - January 2009
Neuberger Berman  February 2001 - January 2005
Lehman Brothers  July 1988 - September 1992

Skills
Investments, Portfolio Management, Asset Allocation, Securities, Finance, Wealth Management, Equities, Investment Management, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Capital Markets, Valuation, Risk Management, Investment Advisory, Financial Analysis, Series 63, Asset Management, Wealth, Collaborative Learning, Investment Banking

Education
Barnard College   1981 — 1985
Bachelor of Arts (B.A.), Urban Studies/Affairs

Shankar Venkatesan Shankar Venkatesan Greater New York City Area Details
Shankar Venkatesan's UBS Wealth Management Experience September 2011 - December 2012
Job Senior Java Consultant at Verizon Wireless
Industry Computer Software
Experience
Verizon Wireless  June 2013 - Present
iconectiv (formerly Telcordia Technologies)   January 2013 - June 2013
UBS Wealth Management   September 2011 - December 2012
Citi  April 2011 - September 2011
Citi  June 2006 - March 2011

Skills
Java, Unix, XML, Spring, Java Enterprise Edition, Oracle, JSP, Tomcat, Servlets, Struts, Core Java, UML, Software Design, Spring Framework

Education
Anna University   2002 — 2006
Bachelor's degree

Lindsay Beattie, MBA Lindsay Beattie, MBA Fort Lauderdale, Florida Details
Lindsay Beattie, MBA's UBS Wealth Management Experience September 2006 - March 2007
Job Business Development Manager
Industry Oil & Energy
Experience
Triumvirate Environmental  August 2014 - Present
Land and Sea Petroleum   June 2010 - August 2014
Pronto Progress  October 2007 - June 2009
UBS Wealth Management   September 2006 - March 2007

Skills
Proposal Writing, Sales, Salesforce.com, Social Networking, Customer Service, Networking, Management, Microsoft Office, Customer Satisfaction, New Business Development, Windows, Prospect Research, Problem Solving, Critical Thinking, Customer Retention, Customer Acquisition, Coordination, Sales Process, Sales Presentations, Small Business, Pricing, Cost, Online Advertising, Marketing, New Account Opening, Creative Problem Solving, Sales Management, Fleet Services, Sage CRM, Key Account Management, Account Management, Customer Engagement

Education
University of Miami   2000 — 2004
BA, Political Science and Government

Barry University   2005 — 2006
MBA, Marketing

Margarita Isachenko Margarita Isachenko Baltimore, Maryland Area Details
Margarita Isachenko's UBS Wealth Management Experience January 2012 - July 2012
Job Financial Analyst
Industry Investment Banking
Experience
Morgan Stanley  September 2012 - June 2014
UBS Wealth Management   January 2012 - July 2012
ZagamiTrozzi Chartered   January 2011 - June 2011

Skills
Level I CFA Candidate, Microsoft Office, Russian language, Ukrainian language, Asset Management, Financial Modeling, Financial Reporting, Financial Statements, Misys Loan IQ, Risk Vision Software, Finance, Analysis, Customer Service, Financial Analysis, PowerPoint, Valuation, Data Analysis

Education
Towson University   2010 — 2012
BS, Finance

Anne Arundel Community College   2008 — 2010
AA, Business Administration

John W. Quinn John W. Quinn Babson Park, Massachusetts Details
John W. Quinn's UBS Wealth Management Experience June 2011 - August 2011
Job BSBA Student at Babson College
Industry Management Consulting
Experience
Acera - Massachusetts School of Science, Creativity and Leadership   January 2015 - January 2015
F.W. Olin College   January 2012 - December 2014
GenRocket, INC   June 2013 - April 2014
International Business Program   August 2013 - December 2013
Blank Label  August 2012 - February 2013
AltrUHelp   May 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Entrepreneurship, Business Strategy, Financial Modeling, Business Development, Product Management, Design Thinking

Education
F.W. Olin College   2012 — 2015
Certificate of Engineering, Human Centered Design

Babson College   2011 — 2015
Bachelor of Science in Business Administration, Concentration in Technology, Entrepreneurship and Design

Guilderland High School   2007 — 2011

Carlos Enrique Machado Tinoco Carlos Enrique Machado Tinoco Miami, Florida Details
Carlos Enrique Machado Tinoco's UBS Wealth Management Experience January 2001 - December 2001
Job Director at Arven Financial, LLC a member of the MassMutual Financial Group
Industry Financial Services
Experience
Arven Financial, LLC a member of the MassMutual Financial Group.   July 2014 - Present
Northwestern Mutual  December 2011 - June 2014
Whyte & Mackay  July 2010 - November 2011
Empresas Polar  June 2005 - July 2008
Empresas Polar  March 2002 - May 2005
UBS Wealth Management   January 2001 - December 2001

Skills
Strategic Financial..., Business Development, Market Research, Financial Analysis, Financial Modeling, Strategy, Strategic Planning, Management, Entrepreneurship, Forecasting, Finance, Leadership, Analysis, Competitive Analysis, Investments, Sales, Business Planning, Portfolio Management, Corporate Finance, Start-ups, Asset Allocation, Business Strategy, Financial Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2010
MBA

Florida Atlantic University   1997 — 2001
Bachelor of Science, Double major in International Business & Trade and Marketing

Suffield Academy   1996 — 1997
High School

Robby Thompson, MBA Robby Thompson, MBA Greater Atlanta Area Details
Robby Thompson, MBA's UBS Wealth Management Experience April 2010 - December 2010
Job Executive VP of Global Markets
Industry Management Consulting
Experience
Business Process Management / Hospitality and Airport Ecosystem   March 2013 - Present
Cornerstone Realty Partners   April 2004 - Present
AUDI AG  October 2012 - June 2014
Eddisons Facility Services   July 2010 - December 2013
UBS Wealth Management   April 2010 - December 2010
REALnet Brokerage   August 2003 - December 2005
Private Lender   February 2003 - May 2005
United States Marine Corps  September 1996 - September 2004

Education
Auburn University   2002 — 2003
MBA, Finance

Auburn University   1999 — 2002
BSBA, Finance

Jared Sharp Jared Sharp Greater Nashville Area Details
Jared Sharp's UBS Wealth Management Experience July 2014 - Present
Job Authorized Officer
Industry Financial Services
Experience
UBS Wealth Management   July 2014 - Present
UBS Wealth Management   October 2012 - Present
US Bank  July 2011 - February 2012

Skills
Mutual Funds, Insurance, Banking, Fixed Annuities, Customer Service, Microsoft Office, Series 7, Employee Stock Options, Hospitality, Licensed Life & Health..., Series 66, Wrap Accounts, Morningstar, Investment Advisory, Investment Strategies, Equities, Fixed Income, Variable Annuities, Management, Financial Services, Leadership, Investments, Life Insurance, Microsoft Excel, Portfolio Management, Public Speaking

Education
Austin Peay State University   2009 — 2011
Bachelor of Science, Communication

Volunteer State Community College   2007 — 2009

Sophie Novick Sophie Novick Greater New York City Area Details
Sophie Novick's UBS Wealth Management Experience September 2012 - December 2012
Job Advertising Coordinator at Resolution Media
Industry Internet
Experience
Resolution Media  May 2015 - Present
Yelp  August 2014 - May 2015
GoalSponsors   July 2013 - August 2013
UBS Wealth Management   September 2012 - December 2012
Uscoop  June 2011 - September 2012
Birds Nest Foundation  June 2012 - August 2012
Denim Habit  November 2009 - 2012
Members Only  July 2009 - August 2009

Skills
Social Networking, Social Media, Social Media Marketing, Public Relations, Microsoft Office, Marketing, Sales, PowerPoint, Microsoft Excel, Blogging, Event Planning, User Experience, Microsoft Word, Salesforce.com, Merchandising, Finance, Business Development, Restaurants, Twitter, Facebook, Instagram, Campaign Management, Campaign Strategies

Education
University of Maryland College Park   2010 — 2014
Bachelor of Arts (B.A.), Economics

Anglo-American University, Prague

Lyudmila Belzer Lyudmila Belzer Staten Island, New York Details
Lyudmila Belzer's UBS Wealth Management Experience June 1999 - November 2012
Job Production Support Specialist at City of New York
Industry Financial Services
Experience
City of New York  July 2013 - Present
UBS Wealth Management   June 1999 - November 2012
Merrill Lynch  June 1996 - June 1999

Skills
COBOL, COBOLII, CICS, SQL, JCL, VSAM, Secure FTP, NDM, MQSeries, Websphere, SDLC, DB2, Equities

Education
NYU,School of Continuing Education

ASA Institute of Business and Computer Technology   1992 — 1993

Odessa National 'I.I. Mecnikov' University   1976 — 1981
Bachelor of Science (BS), Computer Science

Madhusudhan Balaji Madhusudhan Balaji Charlotte, North Carolina Area Details
Madhusudhan Balaji's UBS Wealth Management Experience March 2005 - November 2008
Job Associate Director at Citco Fund Services
Industry Information Technology and Services
Experience
Citco Fund Services  August 2013 - Present
Citco Fund Services  September 2010 - August 2013
Citco Fund Services  August 2009 - August 2010
Citco Fund Services  November 2008 - August 2009
UBS Wealth Management   March 2005 - November 2008
JPMorgan Chase & Co.   December 2003 - February 2005
GE  November 2002 - November 2003
Amsoft Information services   July 2000 - August 2002

Skills
SDLC, Software Project..., Oracle, Requirements Analysis, Java Enterprise Edition, Agile Methodologies, PL/SQL, Business Analysis, Web Services, Solution Architecture, Unix, SOA, SQL, ITIL, Integration, XML, Enterprise Architecture, Scrum, Six Sigma

Education
Bangalore University   1995 — 1999
BE, Mechanical

Carolina Thompson Carolina Thompson Miami/Fort Lauderdale Area Details
Carolina Thompson's UBS Wealth Management Experience October 2006 - Present
Job Vice President Investments
Industry Investment Banking
Experience
UBS Wealth Management   October 2006 - Present
Citi  January 2003 - October 2006

Skills
Series 7, Wealth Management, Investment Advisory, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Equities, Private Banking

Education
Barry University
Master's degree, Business Administration and Management, General

Florida International University
Bachelor's degree, Economics

Amanda Iglesias Amanda Iglesias Greater Boston Area Details
Amanda Iglesias's UBS Wealth Management Experience June 2008 - May 2009
Job Customer Experience Program Manager at HubSpot
Industry Marketing and Advertising
Experience
HubSpot  May 2012 - Present
HubSpot  February 2011 - May 2012
HubSpot  October 2010 - February 2011
North American Business Consulting Project   June 2010 - September 2010
Chinese Business Consulting Project   January 2010 - May 2010
European Business Consulting Project   September 2009 - December 2009
UBS Wealth Management   June 2008 - May 2009
Babson College Academic Services   January 2006 - May 2009
United Auto USA Corp d/b/a Luxury Leasing   January 2004 - May 2008
Georg Fischer Piping Systems, Ltd   May 2007 - September 2007

Skills
Lead Generation, SEO, Marketing Automation, Business Development, Consulting, Content Strategy, Entrepreneurship, Salesforce.com, Marketing Strategy, Inbound Marketing, Social Media Marketing, Online Advertising, Social Media, Analytics, Market Research, Email Marketing, Web Analytics, SEM, Start-ups, SaaS

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2010
Master's of Science in Management, Global Entrepreneurship

Babson College   2005 — 2009
Bachelor's of Science in Business Management, Finance

University of St.Gallen   2007 — 2007
Semester Abroad, Distribution Channel Management, Strategy, Business in China

Rick Simmons Rick Simmons Cleveland/Akron, Ohio Area Details
Rick Simmons's UBS Wealth Management Experience January 2005 - October 2009
Job managing partner, the telos institute
Industry Management Consulting
Experience
the telos institute   July 2006 - Present
Institute of Coaching, McLean/Harvard Medical School   August 2014 - Present
Weatherhead School of Management at CWRU   June 2011 - Present
UBS Wealth Management   January 2005 - October 2009
H&R Block Financial Advisors  July 1993 - January 2005

Skills
Executive Coaching, Organizational..., Organizational Learning, Change Management, Leadership Development, Emotional Intelligence, Appreciative Inquiry, Strategic Planning, Team Building, Keynote Speaking, Sales Force..., Experiential Learning, Organizational Behavior, Business Strategy, Culture Change, Program Management, Management, Coaching, 360 Feedback, Organizational Design, Sales Effectiveness, Executive Development, Consulting, Staff Development, Leadership, Business Development, Workshop Facilitation, MBTI, Organizational..., Career Development, Career Counseling, Management Development, Management Consulting, Succession Planning, Performance Management, Talent Management

Education
Weatherhead School of Management at CWRU   2003 — 2005
MS Organization Development & Analysis

The Gestalt Institute of Cleveland

Katholieke Universiteit Leuven
Multicultural Collaboration

Baldwin-Wallace College   1989 — 1993
BA Finance

Terrence Mayberry Terrence Mayberry Greater Nashville Area Details
Terrence Mayberry's UBS Wealth Management Experience March 2014 - November 2014
Job Security I.D. Administrator at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard  May 2015 - Present
UBS Wealth Management   March 2014 - November 2014
Dell  August 2013 - March 2014
Andrews University  August 2010 - August 2013
Sam's Club  May 2011 - August 2011

Skills
Serena Version Manager, Interchange Management, Active Directory, Long Term Care..., Remedy Ticketing System, Oracle Applications, SharePoint, Consultworks, PeopleSoft, VoIP, Thompson One, VPN, Remote Desktop, VMware, MySQL DBA, Windoes Remote..., Leadership, Dreamweaver, Microsoft Excel, Direct Marketing, Public Speaking, PowerPoint, MySQL, MS Project, Social Media, HTML scripting, Fundraising, Microsoft Project, Iron Key, Citrix Metaframe, Junos Pulse, Windows Server, Avaya Communication..., Microsoft Office, Kana, Mind Align, Networking, Windows Remote Desktop, NetOp Remote Control, Microsoft Lync, Member of Toastmasters, Project Management, Facebook, IBM AS/400, Carms, User Provisioning, Long-term Care, Customer Service, Social Networking, Technical Support

Education
Andrews University   2010 — 2013
Bachelor's Degree, Management Information Systems, General

Oakwood College   2008 — 2010

Bass Memorial Academy   2004 — 2008
Bachelors, Business Information Systems, Highschool

Gowri Vallaban Panneer Selvam Gowri Vallaban Panneer Selvam Greater Boston Area Details
Gowri Vallaban Panneer Selvam's UBS Wealth Management Experience May 2011 - October 2012
Job
Industry Computer Software
Experience
JPMorgan Chase & Co.   2014 - Present
Wipro  2013 - 2014
Wells Fargo Advisors  January 2013 - September 2013
JPMorgan Chase  November 2012 - January 2013
Cognizant Technology Solutions  June 2006 - December 2012
UBS Wealth Management   May 2011 - October 2012
JP Morgan  2006 - May 2011
Cognizant Technology Solutions  June 2006 - September 2010

Education
Anna University   2002 — 2006
Bachelor's Degree, Production Engineering

Cory Sellers, CPA, CFP® Cory Sellers, CPA, CFP® Greater Atlanta Area Details
Cory Sellers, CPA, CFP®'s UBS Wealth Management Experience May 2015 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
UBS Wealth Management   April 2013 - Present
Church of the Redeemer, PCA   September 2010 - Present
Bennett Thrasher  September 2008 - September 2010
Laney, Boteler, & Killinger   October 2007 - September 2008
Independent/Wild Bill's Entertainment   November 2006 - October 2007
Ernst & Young  September 2004 - November 2006

Education
Auburn University   2003 — 2004
Masters, Accounting

Auburn University   1999 — 2003
BS, Accounting

Danish Imran Danish Imran Greater New York City Area Details
Danish Imran's UBS Wealth Management Experience March 2011 - Present
Job Performance Lead at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   March 2011 - Present
Infosys  June 2006 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, LoadRunner, Workload..., ASP.NET, SiteScope, Wily Introscope, ISA, Fiddler, HTTPWatch, Unix Shell Scripting, SoapUI, Shell Scripting, Agile Methodologies

Education
West Bengal University of Technology   2002 — 2006
Bachelor of Technology (BTech), Electrical Engineering Technologies/Technicians

Apeejay School   1986 — 2002

Helene Roy Helene Roy New York, New York Details
Helene Roy's UBS Wealth Management Experience January 2009 - June 2009
Job Sustainable Finance Specialist with expertise in smallholder access to finance, landscape finance & impact investing
Industry International Affairs
Experience
Rainforest Alliance  June 2013 - Present
EmbarkEnergy   January 2013 - April 2014
CleanStar Ventures   January 2013 - May 2013
SIDS DOCK Sustainable Energy Initiative   September 2012 - December 2012
BSR (Business for Social Responsibility)   June 2012 - August 2012
Amundi  September 2009 - February 2011
UBS Wealth Management   January 2009 - June 2009
Amundi  January 2007 - December 2007
Axent Capital Limited   June 2006 - August 2006

Skills
Fluent English, Fluent French, Investment Management, Data Analysis, Sustainable Development, Financial Analysis, Impact Investing, Social Entrepreneurship, Financial Modeling, Financial Planning, Business Development, International..., French

Education
Columbia University - School of International and Public Affairs   2011 — 2013
Master's degree, International Relations and Affairs

Audencia Nantes Ecole de Management   2003 — 2009
Master's degree, Business Administration and Management, General

Jacob Meier Jacob Meier Seattle, Washington Details
Jacob Meier's UBS Wealth Management Experience December 2012 - August 2013
Job Freelance Translator
Industry Marketing and Advertising
Experience
ZeroChaos  March 2014 - Present
Alliance Française de Seattle   February 2012 - January 2014
UBS Wealth Management   December 2012 - August 2013
South Seattle Community College  October 2012 - August 2013
University of Washington  September 2010 - July 2013
Kaplan Test Prep  August 2009 - February 2011

Skills
Teaching, Translation, Tutoring, Curriculum Design, Editing, French

Education
University of Washington   2010 — 2012
Master of Arts (M.A.), French Studies

Bard College at Simon's Rock   2005 — 2009
Bachelor of Arts (B.A.), Biochemistry, French

Jeff Bagg Jeff Bagg Phoenix, Arizona Area Details
Jeff Bagg's UBS Wealth Management Experience 2001 - 2004
Job Account Executive at Ron Turley Associates
Industry Information Technology and Services
Experience
Ron Turley Associates  June 2015 - Present
Integra  October 2013 - January 2015
Solid State Networks  August 2012 - August 2013
Limelight Networks  May 2008 - July 2012
Limelight Networks  June 2007 - May 2008
Monster  2006 - 2007
Direct Alliance  2005 - 2006
UBS Wealth Management   2001 - 2004
Prudential Securities  1998 - 2001

Skills
SaaS, Solution Selling, Value Selling, Contract Negotiation, Customer Acquisition, Client Rapport, Video Games, Content Distribution..., New Business Development, Product Management, Online Advertising, Sales Management, Direct Sales, Cloud Computing, Strategic Partnerships, Cold Calling, Lead Generation, CRM, Sales Process, Sales, E-commerce, Strategy, Selling, Account Management, Mobile Devices, Sales Operations, Channel Partners, Digital Marketing, Business Development, Start-ups, Salesforce.com, Marketing, Management, Business Strategy, Networking, Product Marketing, Enterprise Software, Sales Presentations, Online Marketing, Go-to-market Strategy, Entrepreneurship, Strategic Planning, Competitive Analysis, Advertising, Professional Services, Analytics, Monetization, Integration, B2B, Digital Media

Education
Arizona State University   1990 — 1991
Business

Jonathan Orquina, MBA, CPA Jonathan Orquina, MBA, CPA Washington, District Of Columbia Details
Jonathan Orquina, MBA, CPA's UBS Wealth Management Experience September 2001 - April 2002
Job Audit, Finance and Risk Management
Industry Financial Services
Experience
Capital One  January 2014 - Present
Freddie Mac  December 2009 - November 2013
United Commercial Bank  June 2007 - November 2009
KPMG US  November 2005 - May 2007
Elan Pharmaceuticals  July 2003 - October 2005
LTD Global & Associates   May 2002 - June 2003
UBS Wealth Management   September 2001 - April 2002
Benpres Lyonnaise Waterworks (Maynilad)   April 1999 - August 2001

Skills
Accounting, Finance, Operational Risk..., SOX Compliancy, Internal Audit, Financial Analysis, US GAAP, GAAP, Corporate Finance, Corporate Financial..., Auditing, Analysis, Internal Controls, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Management, Financial Risk, Risk Management

Education
University of California, Berkeley   2001 — 2002
Postgraduate Diploma in Finance

Asian Institute of Management   1997 — 1999
Master in Business Administration (MBA)

University of the Philippines   1988 — 1994
Bachelor of Science, Economics

Anca Ciorga Anca Ciorga Greater New York City Area Details
Anca Ciorga's UBS Wealth Management Experience March 2014 - Present
Job Director at UBS Wealth Management. Product Manager responsible for portfolio growth and client experience.
Industry Financial Services
Experience
UBS Wealth Management   March 2014 - Present

Skills
Wealth Management, Financial Services, Banking, Vendor Management, Product Development, Project Management, Direct Marketing, Program Management, Loyalty Programs, Management, Business Development, Marketing, Credit Cards, Strategic Planning, Strategy, CRM, Cross-functional Team..., Finance, Product Management, Credit

Education
City University of New York-Baruch College - Zicklin School of Business   2005 — 2006
MS, Marketing

Universitatea „Babeș-Bolyai” din Cluj-Napoca   1998 — 2002
Bachelors of Science, Management, Finance

Buchi Reddy Chintam Buchi Reddy Chintam Greater Boston Area Details
Buchi Reddy Chintam's UBS Wealth Management Experience February 2008 - July 2009
Job Business Manager at HCL Technologies
Industry Capital Markets
Experience
HCL Technologies  September 2010 - Present
Thesys Technologies   December 2009 - September 2010
BNP Paribas Securities Services  August 2009 - December 2009
UBS Wealth Management   February 2008 - July 2009
Mphasis  December 2005 - January 2008

Skills
SWIFT Messaging, Investment Banking, Capital Markets, Securities, Corporate Actions, Business Requirements, Equities, Derivatives, Fixed Income, Software Documentation, Wealth Management, Requirements Gathering, Requirements Analysis, Business Analysis, SDLC

Education
Bangalore University   2003 — 2005
MBA

Keith Kunzig Keith Kunzig Tampa/St. Petersburg, Florida Area Details
Keith Kunzig's UBS Wealth Management Experience January 2008 - April 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
UBS Wealth Management   January 2008 - April 2009
Morgan Stanley  January 2006 - January 2008
Gold's Gym  January 2002 - January 2006

Education
Bakersfield College   1985 — 1987
2YR., Business

Daouda Diarrassouba Daouda Diarrassouba Greater New York City Area Details
Daouda Diarrassouba's UBS Wealth Management Experience January 2008 - May 2008
Job Senior Community Health Educator
Industry Financial Services
Experience
a.i.r. harlem   January 2011 - Present
columbia university  October 2002 - December 2010
JP Morgan Chase  July 2008 - August 2008
UBS Wealth Management   January 2008 - May 2008
asthma smart program   June 2000 - October 2002
MEDIA MARKETING RESEARCH, INC.,   April 1998 - January 2000

Skills
Workshops, Program Development, Non-profits, Volunteer Management, Fundraising

Education
Long Island University, Brooklyn Campus   2012 — 2012

Baruch College, City University of New York (CUNY)   2006 — 2008
BA, Finance

Chris Schwartz Chris Schwartz Greater New York City Area Details
Chris Schwartz's UBS Wealth Management Experience June 2006 - September 2007
Job Director Institutional Sales at Total Bank Solutions
Industry Financial Services
Experience
Total Bank Solutions  October 2013 - Present
The Stanton Executive Group, LLC   September 2009 - November 2014
JPMorgan Chase  July 2012 - August 2013
Morgan Stanley Smith Barney  September 2007 - September 2009
UBS Wealth Management   June 2006 - September 2007
Clarke American  September 2003 - July 2006
Reich & Tang Funds  June 1999 - September 2003
Neuberger Berman  March 1997 - June 1999

Skills
Retail Banking, Private Banking, Commercial Banking, Private Wealth..., Wealth Management, Retail Brokerage, Mortgage, Securities Lending, Underwriting, Credit Risk, Organizational..., Business Strategy, Strategic Consulting, Legal Compliance, Executive Coaching, Executive Search, Executive Development, Talent Management, Compliance, Mortgage Lending, Investments, Management, Wealth Management..., Mutual Funds, Securities, CRM, Banking, Mergers & Acquisitions, Financial Services, Portfolio Management

Education
Baruch College, City University of New York (CUNY)   2003 — 2005
MBA, Executive Management and International Business

Providence College   1990 — 1994
Bachelor of Arts, Mathematics and Humanities

The Morgan School   1986 — 1990
Diploma, General

Catherine Mericka Combs Catherine Mericka Combs Atlanta, Georgia Details
Catherine Mericka Combs's UBS Wealth Management Experience January 2012 - Present
Job The ESOP Group Registered Client Service Associate
Industry Financial Services
Experience
UBS Wealth Management   January 2012 - Present
UBS Wealth Management   2011 - 2015
UBS Investment Bank  August 2010 - December 2010

Education
Auburn University   2008 — 2011
Bachelor of Science, Finance

Woodward Academy   2004 — 2008

Brendan Weiner Brendan Weiner Tempe, Arizona Details
Brendan Weiner's UBS Wealth Management Experience June 2013 - August 2013
Job Student Caller at TellADevil Network
Industry
Experience
Tell-A-Devil Network  September 2014 - December 2014
UBS Wealth Management   June 2013 - August 2013

Skills
Teamwork, Microsoft Office, Public Speaking, Customer Service, Research

Education
Arizona State University   2012 — 2016
Finance

Vivian Kwong Vivian Kwong Greater New York City Area Details
Vivian Kwong's UBS Wealth Management Experience May 2006 - August 2006
Job MBA Graduate from Baruch College Zicklin School of Business
Industry Accounting
Experience
The Wylie Agency  June 2014 - September 2014
Zephyr Management, L.P.   July 2007 - July 2013
UBS Wealth Management   May 2006 - August 2006
Barnard College  May 2005 - May 2006

Skills
Data Analysis, Bloomberg, Research, Time Management, Customer Service, Editing, Analysis, Accounting, Financial Statements, Private Equity, Capital IQ, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Client Relations Skills, Communication, Team-oriented, CRM, Photoshop, QuarkXPress, CRM databases, Event Planning

Education
City University of New York-Baruch College - Zicklin School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Accounting

Barnard College   2003 — 2007
BA, Economics

Stuyvesant High School   1999 — 2003

Fanny Abbes Fanny Abbes New York, New York Details
Fanny Abbes's UBS Wealth Management Experience December 2004 - July 2007
Job Creative Director at The New Design Project
Industry Design
Experience
The New Design Project   2013 - Present
Barclays Wealth  August 2007 - April 2011
UBS Wealth Management   December 2004 - July 2007
Dexia Banque Internationale à Luxembourg   March 2001 - October 2004
Murdock Capital Partners   September 1998 - August 1999

Skills
Interior Design, Space Planning, Furniture Design, Interior Styling, Interior Renovation..., Risk Management, Credit Analysis, CRM, Risk Analysis, Contract Negotiation, Risk Mitigation, Client Interfacing, English: Fluent, Client Relationship..., French: Native, Negotiating Contracts, Spanish: intermediate..., Banking, Investments, Derivatives, Structured Finance, Asset Management, Credit, Project Management, Financial Markets, Portfolio Management, Wealth Management

Education
Parsons School of Design   2011 — 2013
Certificate, Interior Design

Audencia Nantes Ecole de Management   1996 — 2000
BA, Finance, Marketing

Matthew Giorgetti Matthew Giorgetti Boston, Massachusetts Details
Matthew Giorgetti's UBS Wealth Management Experience November 2008 - October 2011
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  October 2011 - Present
UBS Wealth Management   November 2008 - October 2011
Morgan Stanley  November 2004 - November 2008
Commerce One  September 2000 - August 2001
AppNet  January 2000 - September 2000
Boston Red Sox  January 1995 - August 2000

Skills
Investments, Portfolio Management, Alternative Investments, Risk Management, Wealth Transfer Planning, Estate Planning, Mergers & Acquisitions, Asset Allocation, Equities, Wealth Management, Wealth, Wealth Management..., Finance, Banking, Asset Managment

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2004
MBA

Babson College   1996 — 2000
BS

The Boston Latin School   1990 — 1996

Tracy Xinjing Cheng Tracy Xinjing Cheng Greater New York City Area Details
Tracy Xinjing Cheng's UBS Wealth Management Experience January 2011 - May 2011
Job Analyst at Citi
Industry Financial Services
Experience
Citi  November 2014 - Present
AIG  February 2014 - October 2014
AIG  June 2013 - August 2013
Kota Global Securities  May 2011 - July 2011
UBS Wealth Management   January 2011 - May 2011

Skills
Financial Modeling, Bloomberg, Quantitative Analytics, Valuation, Economics, Bloomberg Terminal, VBA, Fixed Income, Equities, Investment Banking, Hedge Funds, Quantitative Finance, Statistical Modeling, Emerging Markets, Capital Markets

Education
Columbia University in the City of New York   2012 — 2013
Master of Science (M.S.), Operations Research

Barnard College   2008 — 2012
Bachelor, Economics and Math

Columbia University in the City of New York   2008 — 2012
Bachelor, Major in Economics and Math, Concentration on Business Management

Tsinghua high school

Aleksandr Gimelshteyn Aleksandr Gimelshteyn Greater New York City Area Details
Aleksandr Gimelshteyn's UBS Wealth Management Experience September 2011 - December 2011
Job Global Payments Analyst
Industry Financial Services
Experience
Barclays  July 2013 - Present
Brown Brothers Harriman  July 2012 - July 2013
UBS Wealth Management   September 2011 - December 2011
LifeTime Media  April 2010 - November 2010
AXA Advisors  2010 - 2010

Skills
Account Management, Bloomberg, Microsoft Excel, Microsoft Word, Equities, PowerPoint

Education
Baruch College, City University of New York (CUNY)   2008 — 2012

Ogdahl, Curt Ogdahl, Curt Glenwood, Minnesota Details
Ogdahl, Curt's UBS Wealth Management Experience November 2008 - October 2009
Job Vice President, Investment Executive Dougherty and Company LLC
Industry Financial Services
Experience
Dougherty and Company   October 2009 - Present
UBS Wealth Management   November 2008 - October 2009
Morgan Stanley  October 1999 - November 2008

Skills
Financial Analysis, Credit

Education
Keller Graduate School of Management DeVry University   2007 — 2010
MBA, Finance

St. Cloud State University   1996 — 1999
BA, Economics

Arizona State University   1995 — 1996
Finance and Economics

Minnewaska Area High School   1991 — 1995

Gosia Lewis Gosia Lewis Greater New York City Area Details
Gosia Lewis's UBS Wealth Management Experience January 2007 - August 2008
Job Senior Credit Officer Goldman Sachs Private Wealth Management
Industry Banking
Experience
Goldman Sachs  February 2010 - Present
HSBC Private Bank  August 2008 - October 2009
UBS Wealth Management   January 2007 - August 2008
Deutsche Bank Trust Company Americas  October 2001 - January 2007
Deutsche Bank Securities, Inc.   March 2000 - October 2001

Skills
Private Banking, Credit Risk, Credit Analysis, Loans, Private Equity, Wealth Management, Finance, Hedge Funds, Financial Analysis, Banking, Credit, Derivatives, Financial Markets, Financial Risk, Fixed Income, High Net Worth..., Portfolio Management, Risk Management, Structured Finance

Education
City University of New York-Baruch College - Zicklin School of Business   1997 — 2000
MBA, Master of Business Administration in Finance & Investments

tannaz nasirzadeh tannaz nasirzadeh Greater New York City Area Details
tannaz nasirzadeh's UBS Wealth Management Experience January 2005 - July 2006
Job Entrepreneur and Independent Project Manager
Industry Financial Services
Experience
NextBio  May 2008 - October 2008
Sequoia Commercial Realty Group   July 2006 - June 2007
UBS Wealth Management   January 2005 - July 2006

Education
Baruch College, City University of New York (CUNY)   2004 — 2007
Bachelors, Finance and Investments

Mandy Perro, CFP® Mandy Perro, CFP® Phoenix, Arizona Area Details
Mandy Perro, CFP®'s UBS Wealth Management Experience July 2002 - April 2008
Job Senior Resource Specialist at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2014 - Present
US Trust  November 2012 - Present
MHN Government Services  June 2009 - Present
Principal Financial Group  October 2008 - February 2009
UBS Wealth Management   July 2002 - April 2008

Skills
Investments, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Mutual Funds, Investment Strategies, Asset Management, Financial Advisory, Risk Management, Estate Planning, Fixed Income, Financial Analysis, Insurance, Investment Management, Bonds

Education
Arizona State University   1996 — 2001
Bachelor, Mathematics

Garrett McDaniel Garrett McDaniel Greater Philadelphia Area Details
Garrett McDaniel's UBS Wealth Management Experience 1998 - 2001
Job Chief Marketing Officer at The Gottlieb Organization
Industry Financial Services
Experience
The Gottlieb Organization   April 2014 - Present
Summit Alliance Executive Benefits, LLC   May 2011 - July 2013
Clark Consulting  February 2010 - June 2011
Newport Group   2005 - 2010
Benefits Group WorldWide   April 2001 - April 2005
UBS Paine Webber  August 1997 - February 2001
UBS Wealth Management   1998 - 2001
Kidder Peabody & Co.   1981 - 1994
Kidder Peabody & Co.   1981 - 1994
Kidder Peabody & Co.   1981 - 1994

Skills
Finance, Fixed Income, Series 6, Investments, Series 65, Sales, Equities, Mutual Funds, Asset Management, IRAs, Asset Allocation, Series 7, Executive Management, Investment Strategies, Management, 401k, Retirement, Hedge Funds, Portfolio Management, Wealth Management, Estate Planning, Fixed Annuities, Investment Advisory, Options, Retirement Planning, Insurance, Uniform Combined State..., Financial Modeling, Alternative Investments, FINRA, Pensions, Securities, Financial Services, Financial Analysis, Risk Management, Life Insurance, Executive Pay, Retirement Plan..., Process Improvement, Disability Insurance, Series 24, Business Analysis, Strategic Financial..., Deferred Compensation, Series 63, Business Planning, Employee Benefits, Due Diligence, Relationship Management, Defined Benefit

Education
Assumption College   1965 — 1969
Bachelor of Arts (B.A.), Economics

P. Chris Mickel P. Chris Mickel Indianapolis, Indiana Area Details
P. Chris Mickel's UBS Wealth Management Experience 2002 - 2003
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC  2004 - Present
UBS Wealth Management   2002 - 2003
Delta Tau Delta Fraternity  1999 - 2002
Newcourt Credit Group  1998 - 1999
Associates Commercial Corporation / CitiCapital   1995 - 1998

Skills
Financial Planning, Investments, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Investment Strategies, 401k, Mutual Funds, Asset Management

Education
Butler University - College of Business Administration   1997 — 2001
MBA, Finance

Ball State University   1991 — 1995
BS, History

Danville Community High School   1988 — 1991

Beth Jackson Beth Jackson Greater Minneapolis-St. Paul Area Details
Beth Jackson's UBS Wealth Management Experience June 2004 - July 2008
Job Managing Director, Market Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2013 - Present
Anchor Investments & Trust   September 2008 - July 2012
UBS Wealth Management   June 2004 - July 2008
Wells Fargo Private Client Services  1995 - 2004
First Bank System  August 1986 - September 1994
Merrill Lynch  January 1983 - August 1986

Skills
Series 7, Investments, Wealth Management, Strategic Financial..., Securities, Investment Management, Retirement Planning, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Risk Management, 401k, Retirement, Financial Analysis, Wealth Management..., Series 24, Financial Services, Investment Strategies, Relationship Management, High Net Worth..., Personal Financial..., Sales Management, Sales Management..., Building High..., Driving Sales..., Series 9 & 10, Leadership, Asset Management, Banking, Private Banking, Credit Analysis, Credit, Commercial Banking, Alternative Investments, Cash Management, Mortgage Lending, Small Business Lending, Finance, Wealth, Insurance, Commercial Lending, Lines Of Credit, Treasury Management, Financial Planning

Education
Babson College   1978 — 1982
BSBA, Finance and Investments

Jackie Graham Jackie Graham New York, New York Details
Jackie Graham's UBS Wealth Management Experience May 2008 - April 2009
Job Product at Chloe + Isabel
Industry Internet
Experience
Chloe + Isabel Inc.   July 2014 - Present
Chloe + Isabel Inc.   February 2013 - June 2014
Emma Graham Designs  2009 - February 2013
UBS Wealth Management   May 2008 - April 2009

Skills
Entrepreneurship, Marketing Strategy, Start-ups, Business Strategy, Social Media Marketing, Market Research, Marketing, Financial Modeling, Social Media, Competitive Analysis, Strategic Planning, Financial Analysis, Business Development, Strategic Partnerships, Strategy, New Business Development, Sales, Analytics, Brand Development, Product Marketing

Education
Babson College   2005 — 2009
Bachelor of Science in Business Management

Kader Joseph Kader Joseph Charlotte, North Carolina Details
Kader Joseph's UBS Wealth Management Experience June 2015 - Present
Job Wealth Planning Analyst at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
UBS  2015 - 2015
The Newport Group  April 2013 - August 2013
XPO Logistics, Inc.   February 2013 - March 2013
Vintage Wealth Management Group   June 2012 - January 2013

Education
Appalachian State University   2008 — 2012
Bachelor of Science (BS), Finance and Banking

Providence High   2004 — 2008

Eric Weisser, CAPM Eric Weisser, CAPM Greater New York City Area Details
Eric Weisser, CAPM's UBS Wealth Management Experience 2000 - 2004
Job
Industry Information Technology and Services
Experience
UBS  April 2013 - Present
EMC  January 2011 - April 2013
Pershing  July 2010 - January 2011
Fidelity Investments  2007 - 2010
Morgan Stanley Investment Management  2004 - 2006
UBS Wealth Management   2000 - 2004
PaineWebber  1995 - 2000
Kidder Peabody  1992 - 1995
Atalanta/Sosnoff Capital Corporation   1986 - 1992

Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services

Education
City University of New York-Baruch College - Zicklin School of Business   1987 — 1990
MBA

City University of New York-Baruch College - Zicklin School of Business   1983 — 1986
BBA

New York University - Polytechnic School of Engineering   1980 — 1982

Stuyvesant HS   1977 — 1980

Jerald Aloof Jerald Aloof Greater New York City Area Details
Jerald Aloof's UBS Wealth Management Experience October 1993 - May 2003
Job Managing Director at JL Aloof Financial Services, LLC
Industry Financial Services
Experience
JL Aloof Financial Services, LLC   May 2003 - Present
UBS Wealth Management   October 1993 - May 2003
Dean Witter  October 1989 - October 1993
EF Hutton and Company   July 1986 - October 1989

Skills
Investments, Retirement, Wealth Management, Asset Management, Portfolio Management, Series 7, Equities, Retirement Planning, Asset Allocation, Financial Advisory, Structured Products, Securities, Fixed Income, Estate Planning, Options, Asset Managment, Investment Strategies, Financial Markets, Hedge Funds, Alternative Investments, Financial Services, Mutual Funds, Series 63, Investment Advisory, Finance, Bonds, Capital Markets, Bloomberg, Private Equity, Series 24, Trading Systems, Trading, Derivatives

Education
Rutgers University-New Brunswick   1989 — 1991
BA, Economics, English

Bar-Ilan University   1983 — 1985
English, Economics

Yeshiva University   1981 — 1982

Chase Chevalier Chase Chevalier Greater Boston Area Details
Chase Chevalier's UBS Wealth Management Experience June 2005 - August 2005
Job Senior Financial Analyst at OMAM Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   March 2015 - Present
Unidine  March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network   January 2013 - February 2014
Babson College  August 2011 - May 2013
North Peak Asset Management   June 2012 - August 2012
Federated MDT Advisers  April 2007 - July 2011
State Street Bank  July 2006 - April 2007
Private Consulting Group   January 2006 - March 2006
UBS Wealth Management   June 2005 - August 2005
Merrill Lynch  June 2004 - August 2004

Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
Masters in Business Administration, Corporate Finance

Union College   2002 — 2006
BA, Managerial Economics

Matt Feldman Matt Feldman San Francisco Bay Area Details
Matt Feldman's UBS Wealth Management Experience February 2014 - May 2014
Job Interested in Ecommerce, Digital Retail, & B2B
Industry Internet
Experience
BloomReach  July 2015 - Present
Undorm, LLC   May 2014 - June 2015
UBS Wealth Management   February 2014 - May 2014
Cinco Terras Specialty Coffee   October 2012 - January 2014
HAP Investments, LLC  May 2013 - August 2013
Bookzingo LLC   May 2011 - April 2012
Special Olympics  January 2003 - January 2009

Education
Baruch College   2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments

City University of New York-Baruch College - Zicklin School of Business   2012 — 2014
Bachelor of Business Administration (BBA), Finance

Trinity University   2010 — 2012

Punahou School   2007 — 2010

Sean Driscoll Sean Driscoll Greater Boston Area Details
Sean Driscoll's UBS Wealth Management Experience 2009 - 2009
Job MBA Candidate, Class of 2017 at F.W. Olin Graduate School of Business, Babson College
Industry Financial Services
Experience
Compagnie Financiere Tradition  December 2011 - July 2015
ICAP  June 2010 - August 2011
UBS Wealth Management   2009 - 2009
Citi Smith Barney  2008 - 2008

Skills
Financial Markets, Bloomberg, Series 7, Emerging Markets, Electronic Trading, Trading Systems, Credit Derivatives, Fixed Income

Education
Babson College - Franklin W. Olin Graduate School of Business   2015 — 2017

Connecticut College   2006 — 2010
BA, Economics, Sociology

Pomfret School

Jeff Zborowski Jeff Zborowski Greater San Diego Area Details
Jeff Zborowski's UBS Wealth Management Experience August 2005 - September 2006
Job
Industry Telecommunications
Experience
Cox Business  August 2009 - Present
Replica Printing Services  October 2006 - August 2009
UBS Wealth Management   August 2005 - September 2006
Northwestern Mutual  January 2004 - July 2005
T-Mobile  January 2002 - June 2003
Arch Wireless  1999 - 2002
Mission Bay Aquatic Center  1995 - 1999

Skills
New Business Development, Sales, Sales Management, Customer Retention, Small Business, Internet, Key Account Management, Lead Generation, Microsoft Office, Networking, Sports, Telecommunications, Business Development, Account Management, Solution Selling, Direct Sales, Life Insurance, Selling, Salesforce.com, Strategic Partnerships, Training

Education
San Diego State University-California State University   1995 — 1998
BA

Golden West College   1995 — 1995
AA

Ball State University   1992 — 1994

Andres Cacicedo Andres Cacicedo Miami/Fort Lauderdale Area Details
Andres Cacicedo's UBS Wealth Management Experience May 2014 - August 2014
Job Full Time Student, Head of Service & Maintenance Department at Mar Azul Marine, Yacht Broker at Mar Azul Marine
Industry Maritime
Experience
Mar Azul Marine Group   July 2012 - Present
UBS Wealth Management   May 2014 - August 2014
Brookstone  November 2011 - July 2012

Skills
Microsoft Office, Management, Sales, Leadership, English, Microsoft Word, Customer Service, Investments, Customer Satisfaction, PowerPoint, Teamwork, Spanish, Spanish Translation, Brokerage, Yacht Charters, Project Management, Maintenance Management, QuickBooks

Education
Florida International University   2013 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Barry University   2011 — 2013
Associate's degree, Computer and Information Sciences and Support Services

Belen Jesuit Preparatory School   2004 — 2011
High School Diploma

Ishtiaq Chowdhury Ishtiaq Chowdhury Greater New York City Area Details
Ishtiaq Chowdhury's UBS Wealth Management Experience August 2011 - December 2011
Job Associate Credit Analyst Homebuilding Sector at Moody's Corporation
Industry Banking
Experience
Moody's Corporation  December 2014 - Present
Citi  June 2013 - November 2014
Citi  June 2012 - August 2012
Basel Asset Management  December 2011 - May 2012
UBS Wealth Management   August 2011 - December 2011

Skills
Bloomberg Terminal, Industry Analysis, Hedge Funds, Portfolio Management, Financial Modeling, Databases, Visual Basic

Education
Baruch College   2010 — 2013
BBA, Finance & Economics, Magna Cum Laude

Sarah De Marchena Sarah De Marchena Miami, Florida Details
Sarah De Marchena's UBS Wealth Management Experience June 2004 - September 2004
Job Associate, Private Wealth Management at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
J.P. Morgan   January 2013 - December 2014
J.P. Morgan   June 2010 - December 2012
J.P. Morgan   May 2008 - June 2010
Bear Stearns Securities Corp.  September 2006 - April 2008
Marriott International  June 2005 - August 2006
UBS Wealth Management   June 2004 - September 2004
Devonshire Asset Management, Inc.   January 2004 - June 2004

Skills
Equities, Finance, Marketing Strategy, Prime Brokerage, Portfolio Management, Financial Services, Management, Mergers & Acquisitions, Accounting, Asset Allocation, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2013
Master's degree, Finance

Bentley University   2001 — 2005
Bachelor of Science, Finance

Dhruv Swarup Dhruv Swarup San Francisco, California Details
Dhruv Swarup's UBS Wealth Management Experience April 2013 - September 2013
Job Graduate Assistant at University of San Francisco
Industry Marketing and Advertising
Experience
University of San Francisco  October 2014 - Present
Ipsos  November 2007 - July 2014
UBS Wealth Management   April 2013 - September 2013
Ipsos  November 2007 - March 2013

Skills
Advertising Research, Customer Insight, Market Research, Marketing Research, Segmentation, Questionnaire Design, Focus Groups, Quantitative Research, Market Analysis, FMCG, Questionnaires, Microsoft Office, Microsoft Excel, Data Analysis, Marketing, Public Speaking, Leadership, Analytics, Customer Service, Research, Social Media, Management, PowerPoint, Microsoft Word, Analysis, Project Management, Marketing Strategy

Education
University of San Francisco   2014 — 2016
MBA, Business Administration and Management, General

AUT University   2010 — 2013
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Macleans College   2005 — 2009
High School

Macleans College   2005 — 2009

Dan Nelson Dan Nelson Bakersfield, California Details
Dan Nelson's UBS Wealth Management Experience March 2012 - February 2015
Job Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2015 - Present
UBS Wealth Management   March 2012 - February 2015
Wells Fargo Advisors  November 2009 - March 2012
Merrill Lynch  2002 - 2009

Education
University of La Verne   2000 — 2004
Bachelor of Arts

California State University-Bakersfield   1997 — 1998

Bakersfield College   1995 — 1997
Associate of Arts (A.A.)

Bill Eakes Bill Eakes Greater Nashville Area Details
Bill Eakes's UBS Wealth Management Experience April 2014 - Present
Job Senior Equity Plan Administrator
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - Present
Cinram  February 2004 - April 2014

Skills
Inventory Management, Inventory Analysis, Production Support, Inventory Planning, Personnel Management, Business Planning, Business Process..., Production Planning, Manufacturing..., Customer Support, Long-term Customer..., Oracle Applications, SAP Inventory Management, Production Managment, Inventory Control, PKMS, AS400, Forensic Analysis, SAP, Warehouse Management, Supply Chain

Education
Middle Tennessee State University   1989 — 1993
Business Administration and Management, General

Auburn University   1988 — 1989
Engineering

Grace Seymour Grace Seymour Greater Atlanta Area Details
Grace Seymour's UBS Wealth Management Experience April 2013 - Present
Job KritzerCastellaw Wealth Management Group
Industry Financial Services
Experience
UBS Wealth Management   April 2013 - Present

Education
Auburn University, College of Business   2007 — 2011
Bachelor of Science, Business Management

Ross Rubinstein Ross Rubinstein New York, New York Details
Ross Rubinstein's UBS Wealth Management Experience August 2015 - Present
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
Merrill Lynch  August 2013 - July 2015
KPMG  September 2012 - August 2013

Skills
Financial Analysis, Leadership, Investment Management, Management, Corporate Finance, Financial Planning, Microsoft Excel, Financial Modeling, Finance, Investments, Social Media, Portfolio Management, Valuation

Education
Penn State University   2008 — 2012
Bachelor of Science (BS)

Anglo-American University, Prague

Braddock Simpson Braddock Simpson Charlotte, North Carolina Details
Braddock Simpson's UBS Wealth Management Experience May 2010 - August 2010
Job Assistant Vice President Corporate Banking at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  May 2015 - Present
Wells Fargo Bank  September 2013 - April 2015
Wells Fargo Advisors  February 2012 - August 2013
Wells Fargo  July 2012 - April 2013
Babson College  January 2011 - January 2011
UBS Wealth Management   May 2010 - August 2010
Camp Dudley YMCA  July 2006 - August 2006

Skills
Capital IQ, Microsoft Excel, Microsoft Office, Factset, Bloomberg, Morningstar, Risk Management, Financial Analysis, Operational Risk..., Leadership, Teamwork, Public Speaking, Internal Social Media

Education
Babson College   2008 — 2011
Bachelor of Science (B.S.), Finance, Business Management and Administration

University of Denver - Daniels College of Business   2007 — 2008
Finance, Accounting, Legal Studies

Neenah High School

Joanne Louis Joanne Louis Greater Boston Area Details
Joanne Louis's UBS Wealth Management Experience July 2015 - Present
Job Business Analyst
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
Bloomberg LP  June 2014 - February 2015
Babson College  January 2012 - May 2014
Bloomberg LP  May 2013 - July 2013
Babson Redefining Beauty Fashion Show   September 2012 - March 2013
Travelers  June 2012 - August 2012
Babson College  September 2011 - May 2012
Fidelity Investments  June 2011 - August 2011

Skills
Leadership, Fashion, Public Speaking, Microsoft Excel, Sales, Writing, Microsoft Office

Education
Babson College   2010 — 2014
Bachelor of Science (B.S.), Finance and Strategic Management

Babson College   2010 — 2014
Bachelor's Degree, Business Administration and Management, General

Boston Latin School   2005 — 2005

Courtnay Corey Stevens Courtnay Corey Stevens Haledon, New Jersey Details
Courtnay Corey Stevens's UBS Wealth Management Experience August 2001 - June 2006
Job Compensation/HRIS Analyst at JWT
Industry Marketing and Advertising
Experience
JWT  January 2012 - Present
JWT  June 2009 - January 2012
JWT  June 2006 - June 2009
UBS Wealth Management   August 2001 - June 2006
Price Waterhouse Management Consultants  July 2000 - August 2001

Skills
Human Resources, Employee Benefits, Onboarding, Applicant Tracking..., HRIS, PeopleSoft, Microsoft Excel, Deferred Compensation, Integrated Marketing, HR Policies, Benefits Administration, Microsoft Word, Microsoft Word,..., Project Management, Taleo

Education
Ashworth University

Andrew Pascal Andrew Pascal Greater New York City Area Details
Andrew Pascal's UBS Wealth Management Experience June 2014 - August 2014
Job Security Master and Pricing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
UBS Wealth Management   June 2014 - August 2014

Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel

Education
Miami University   2012 — 2016
Bachelor's degree, Economics

Anglo-American University, Prague   2014 — 2014
Study Abroad Oppurtunity

John Whiting John Whiting Los Angeles, California Details
John Whiting's UBS Wealth Management Experience June 2008 - August 2008
Job VP Worldwide Business Development | Sullivan Media Group, Inc. | sullivanmediagroup.com
Industry Marketing and Advertising
Experience
Sullivan Media Group   April 2015 - Present
ServiceMaster Solutions  July 2014 - April 2015
WHAM Group, Inc.   April 2014 - January 2015
All-American Gateway Tour (AAGT)   January 2010 - August 2012
UBS Wealth Management   June 2008 - August 2008
Vector Marketing  October 2007 - February 2008
Vector Marketing  June 2007 - February 2008

Skills
Marketing, Entrepreneurship, Golf, Nutrition, Sales, Social Networking, Golf Instruction, Small Business, Fitness, Public Speaking, Marketing Strategy, Online Marketing, SEO, Leadership Development, Coaching, Network Marketing..., Event Management, New Business Development, Account Development, Key Account Management, Sales Rep Training, Sales Prospecting, Closing Business, Client Retention..., Sales Growth, Revenue & Profit Growth, Manage Client..., Consultative Sales..., Strategic Sales Plans, Sales Process, Sales Process..., Sales Process..., CRM, Business Strategy

Education
Arizona State University - W. P. Carey School of Business   2010 — 2010
Finance, General

Paul An Paul An Greater New York City Area Details
Paul An's UBS Wealth Management Experience November 2012 - June 2013
Job Equity Capital Markets Intern at Dealogic
Industry
Experience
Dealogic  June 2015 - Present
Kumon North America, Inc.   March 2013 - June 2015
Babson College  March 2014 - May 2015
Wired Up (Start Up)   December 2013 - April 2014
UBS Wealth Management   November 2012 - June 2013

Skills
Team Leadership, Research, Operational Planning, Microsoft Office, Management, Entrepreneurship, Stock Research, Microsoft Excel, PowerPoint, Social Media, Time Management, Minitab, Teamwork, Dealogic ECM Manager, Dealogic ECM Analytics

Education
Babson College   2013 — 2017
Bachelor's Degree, Finance, Economics, Sopomore

Bergen County Technical High School   2009 — 2013
High School Diploma, Strategic Asset Management (Business)

Justin Cole Justin Cole Scottsdale, Arizona Details
Justin Cole's UBS Wealth Management Experience May 2011 - August 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc.   September 2013 - Present
UBS Wealth Management   May 2011 - August 2013
NYSE Euronext  January 2013 - January 2013
AEGEAN MARINE PETROLEUM S.A.   June 2012 - August 2012

Skills
Microsoft Excel, Bloomberg, Equities, Bloomberg Terminal, Valuation, PowerPoint, Economics, Microsoft Office, Data Analysis

Education
Arizona State University   2011 — 2014
Bachelor of Science (B.S.), Finance, General

Arizona State University, W. P. Carey School of Business   2011 — 2014
Bachelor of Science (BS), Finance, General

Betty Chen, MBA Betty Chen, MBA Greater New York City Area Details
Betty Chen, MBA's UBS Wealth Management Experience June 2007 - August 2007
Job Treasury liquidity and funding reporting at UBS
Industry Investment Banking
Experience
UBS Investment Bank  November 2014 - Present
The Bank of East Asia  March 2013 - October 2014
Sumitomo Mitsui Banking Corporation  July 2008 - March 2013
Valeocon Management Consulting  June 2007 - December 2007
UBS Wealth Management   June 2007 - August 2007

Skills
Trade settlement, trade..., Treasury, Cash Management, Trading, Asset Allocation, Settlement, Microsoft Office, Banking, Equities, Financial Analysis, Bloomberg, Fixed Income, Derivatives, FX Options, Portfolio Management, Finance

Education
New York University   2009 — 2011
Master's degree

Baruch College, City University of New York (CUNY)   2006 — 2008
MBA

City University of New York-Baruch College - Zicklin School of Business   2006 — 2008
MBA

Jonathan Nazarian Jonathan Nazarian Greater New York City Area Details
Jonathan Nazarian's UBS Wealth Management Experience September 2012 - December 2012
Job Analyst at SL Green Realty Corp.
Industry Real Estate
Experience
SL Green Realty Corp.  February 2015 - Present
Empire Capital Holdings   August 2014 - February 2015
LeFrak  June 2013 - August 2013
UBS Wealth Management   September 2012 - December 2012
The Rothenberg Law Firm   July 2012 - August 2012

Education
City University of New York-Baruch College - Zicklin School of Business   2010 — 2014
International Business, Finance and Hebrew, Graduate/3.68 GPA

Copenhagen Business School   2013 — 2013
International Business, Finance

Daniela Montenegro Vasconez Daniela Montenegro Vasconez Miami/Fort Lauderdale Area Details
Daniela Montenegro Vasconez's UBS Wealth Management Experience May 2007 - June 2009
Job Personal Banker at Banco Itau Europa International
Industry Banking
Experience
Banco Itau Europa International  June 2009 - August 2011
UBS Wealth Management   May 2007 - June 2009
BankBoston  June 2004 - May 2007

Education
Babson College   2000 — 2004

Natalia Pinzon Natalia Pinzon Babson Park, Massachusetts Details
Natalia Pinzon's UBS Wealth Management Experience July 2015 - August 2015
Job Intern at Ix Style
Industry Apparel & Fashion
Experience
UBS Wealth Management   July 2015 - August 2015
Ix Style  June 2015 - July 2015
Fabrics With a Story   August 2013 - May 2015
Cote d'Or Swimwear   January 2013 - October 2013
Eurovinos   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, QuickBooks, InDesign, Spanish

Education
Babson College   2012 — 2016
Entrepreneurship and Environmental Sustainability

Colegio Americano Guatemala

Jadin Kusman Jadin Kusman Tempe, Arizona Details
Jadin Kusman's UBS Wealth Management Experience June 2010 - August 2010
Job MBA Candidate at W.P. Carey School of Business
Industry Financial Services
Experience
W.P. Carey School of Business   July 2015 - Present
Protiviti  September 2014 - July 2015
Deloitte  August 2012 - August 2014
Claremont McKenna College  October 2010 - March 2012
Mark IV Capital  May 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010
St.Gregory College Preparatory   June 2008 - July 2009

Skills
Accounting, Financial Modeling, Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Economics, Spanish, Analysis, Research, US GAAP, External Audit, SEC filings, Financial Reporting, Data Analysis, Leadership, Leadership Development, Team Leadership, Risk Management, Entrepreneurship, Corporate Finance

Education
Claremont McKenna College   2009 — 2012
Bachelor of Arts (BA), Economics and Accounting

University of Arizona   2008 — 2009

Arizona State University - W. P. Carey School of Business

Arizona State University - W. P. Carey School of Business

St. Gregory College Prep

Duane Cooper CFP® Duane Cooper CFP® Austin, Texas Area Details
Duane Cooper CFP®'s UBS Wealth Management Experience February 1999 - September 2007
Job Managing Director Investments, PIM® Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2007 - Present
UBS Wealth Management   February 1999 - September 2007
Dain Rauscher, Inc.   1989 - 1999
Kidder Peabody  1984 - 1989
Rotan Mosle, Inc.   1977 - 1984

Skills
Finance, Mutual Funds, Retirement Planning, Management, Investments, Financial Services, Investment Strategies, Retirement, 401k, Financial Analysis, Strategic Planning, Alternative Investments, Valuation, Asset Allocation, Securities, Financial Modeling, Insurance, Risk Management, Fixed Annuities, Accounting, Fixed Income, Long-term Care, Hedge Funds, Equities

Education
Arizona State University   1970 — 1974
BS Finance, Finance

Dionne Lane Dionne Lane North Brunswick, New Jersey Details
Dionne Lane's UBS Wealth Management Experience October 2004 - August 2013
Job Educator
Industry Higher Education
Experience
Mission One Educational Staffing Services   October 2013 - June 2014
UBS Wealth Management   October 2004 - August 2013
Thomas Edison State College  February 2004 - October 2004
Department of State, Trenton, NJ   March 2001 - October 2003

Skills
Teaching, Classroom, Education, Research, Customer Service, Public Speaking, Higher Education, Project Management, Microsoft Office, Community Outreach

Education
Ashford University   2013 — 2015
Bachelor of Science (BS), Political Science and Government, 4.0 GPA

Richard Bonito Richard Bonito New York, New York Details
Richard Bonito's UBS Wealth Management Experience June 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2014 - Present
Comcast  June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
EverSafe IT Services   May 2011 - August 2012
Peace of Mind Clothing Co, LLC   June 2010 - January 2012
Boxers or Briefs?   October 2010 - May 2011
The Fund for Babson  September 2010 - March 2011

Skills
Strategy, Social Networking, Fundraising, Sales, Financial Modeling, Valuation, Teamwork, Start-ups, Social Media Marketing, Research, Public Speaking, Microsoft Word, Leadership, Entrepreneurship, Data Analysis, Customer Service, Corporate Finance

Education
Babson College   2010 — 2014
Bachelors, Computational, Mathematical Finance & Statistical modeling

The Hong Kong Polytechnic University   2012 — 2013
Study Abroad

Salem High School   2007 — 2010
High School

Michael Ultsh Michael Ultsh Greater New York City Area Details
Michael Ultsh's UBS Wealth Management Experience July 2006 - December 2008
Job Client Success Leader at Navatar Group
Industry Financial Services
Experience
Navatar Group  January 2015 - Present
iLEVEL Solutions  November 2012 - January 2015
KPMG  November 2010 - November 2012
eZCom Software Inc.   November 2009 - November 2010
KPMG  April 2009 - November 2009
UBS Wealth Management   July 2006 - December 2008
Major World   April 2005 - June 2006
Madison Square Garden  2005 - 2006

Skills
Business Analysis, Project Coordination, Data Reconciliation, Project Management, Analysis, Salesforce.com..., Strategy, Microsoft Excel, Troubleshooting, Access, Forecasting, Microsoft Word, Client Facing Skills, ERP, PowerPoint, SaaS, Data Mining, Resource Management, Customer Service, Customer Support, Product Support, Salesforce.com, SDLC, Excel, Word, IT Business Management, Headcount Reporting, Data Dictionary, HRIS, Headcount Management, Management, Data Analysis, Risk Management, CRM, Leadership, Microsoft Office, Financial Services, Team Management

Education
Baruch College, City University of New York (CUNY)   2002 — 2006
Bachelor of Business Administration (BBA), Computer Information Systems

Evan Pincus Evan Pincus San Francisco Bay Area Details
Evan Pincus's UBS Wealth Management Experience July 2011 - September 2011
Job Financial Analyst, Finance Training Program at EMC
Industry Information Technology and Services
Experience
EMC  July 2013 - Present
EMC  June 2012 - August 2012
Deloitte  September 2011 - December 2011
UBS Wealth Management   July 2011 - September 2011

Education
Babson College - Franklin W. Olin Graduate School of Business   2013 — 2015
Babson Executive Education, Corporate Finance & Accounting

Bentley University   2009 — 2013
Bachelor of Science, Major: Corporate Finance and Accounting; Minor: Law

Bond University

Brandon D. Brown Brandon D. Brown Greater Atlanta Area Details
Brandon D. Brown's UBS Wealth Management Experience January 2014 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2014 - Present
Morgan Stanley  June 2004 - January 2014

Education
Auburn University   2000 — 2004
Bachelor of Business Administration, Finance

Leo Gabovich Leo Gabovich Albany, New York Details
Leo Gabovich's UBS Wealth Management Experience June 2009 - July 2010
Job New York State Excelsior Fellow at NYS Department of Taxation and Finance
Industry Government Administration
Experience
New York State Department of Taxation and Finance  September 2013 - Present
New York State Unified Court System  February 2013 - May 2013
Federal Litigation Clinic; Lincoln Square Legal Services   August 2012 - January 2013
Fordham Law School  June 2011 - January 2013
New York State Unified Court System  June 2012 - August 2012
New York City Transit  December 2011 - May 2012
UBS Wealth Management   June 2009 - July 2010
CBBLD, Inc.   July 2008 - May 2009
AIESEC Baruch  August 2007 - January 2009
Merrill Lynch  February 2008 - May 2008

Skills
Equity Research, Project Management, Strategic Planning, Microsoft Word, Financial Statement..., Financial Modeling, Derivatives, Bloomberg, Market Research, Finance, Economics, Financial Analysis, Research, Due Diligence

Education
Fordham University School of Law   2010 — 2013
JD

Baruch College, City University of New York (CUNY)   2006 — 2010
BBA, Finance and Investments

Jason T. Ray Jason T. Ray Washington D.C. Metro Area Details
Jason T. Ray's UBS Wealth Management Experience January 2006 - May 2006
Job Additive Manufacturing/3D Printing Naval Development and Innovation Team Lead
Industry Defense & Space
Experience
US Navy Reserve  April 2014 - Present
Naval Sea Systems Command (NAVSEA)   April 2014 - March 2015
US Navy  January 2009 - March 2014
Jay's Yacht Maintenance LLC   May 2002 - October 2008
Finsbury  May 2007 - September 2007
UBS Wealth Management   January 2006 - May 2006

Skills
Entrepreneurship, Command, Program Management, Additive Manufacturing, Business Development, DoD, Leadership, Government Contracting, Strategic Planning, Contract Management, Public Speaking, Management, Acquisitions, Logistics, Financial Modeling, Proposal Writing, Project Planning, Training, Microsoft Office, Management Consulting, Team Leadership

Education
Babson College - Franklin W. Olin Graduate School of Business   2013 — 2015
Master of Business Administration (MBA), Entrepreneurship

Trinity College-Hartford   2004 — 2008
Bachelor of Arts (B.A.), Economics and History

Robert A. Lakosil Robert A. Lakosil Greater San Diego Area Details
Robert A. Lakosil's UBS Wealth Management Experience April 2005 - August 2008
Job Senior Vice President
Industry Financial Services
Experience
Financial Services  October 2012 - Present
Morgan Stanley  2009 - December 2012
UBS Wealth Management   April 2005 - August 2008
Wells Fargo  1993 - 1998
3M  January 1975 - September 1978

Skills
Sales, Asset Allocation, Portfolio Management, Financial Services, Investments, Finance, Alternative Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Retirement Planning, Securities

Education
Arizona State University   1971 — 1974
BS, Finance

Hinsdale Central High School   1965 — 1970

Harun Razith Harun Razith Greater New York City Area Details
Harun Razith's UBS Wealth Management Experience April 2013 - October 2014
Job Experience Design & Strategy
Industry Design
Experience
Tradeweb  January 2015 - Present
UBS Wealth Management   April 2013 - October 2014
Stratus Technologies  September 2010 - February 2013
Allurent  July 2009 - August 2010
FM Global  March 2009 - June 2009
Center for Digital Imaging Arts at Boston University  May 2006 - May 2009
Keane Architecture Services   May 2007 - November 2008
Soliloquy Learning, Inc.   October 2005 - May 2007
Cecropia Inc   August 2003 - September 2005
Weavers Internet Solutions   August 2000 - May 2002

Skills
User Interface, Information Architecture, Web Development, RIA, Instructional Design, Corporate Identity, Software Prototyping, Architecture, Cloud Computing, User Interface Design, User Experience, Agile Methodologies, Usability, Flash, User Experience Design, HTML, XML, HTML 5, ActionScript, CSS, Wireframes, Visual Design, Usability Testing, Information Design, Web Applications, Interaction Design, Creative Direction

Education
Massachusetts College of Art and Design   2002 — 2005
MFA, Visual Communication Design

Bangalore University   1996 — 2000
BS, Electronics and Communications

Guillaume Collin Guillaume Collin San Francisco, California Details
Guillaume Collin's UBS Wealth Management Experience January 2010 - May 2010
Job Senior Analyst at Gap Inc.
Industry Retail
Experience
Gap Inc.  May 2014 - Present
Brook Venture Partners  October 2013 - May 2014
Frontier Data Corp   June 2013 - August 2013
Covencaucho Industrias S.A.   May 2010 - July 2012
UBS Wealth Management   January 2010 - May 2010
University of Miami Academic Resource Center, Coral Gables, FL   August 2007 - December 2007
Gloria Roa Bodin Attorney at Law, Coral Gables, FL   June 2007 - August 2007

Skills
Financial Modeling, Data Analysis, Corporate Finance, Budgets, Microsoft Office, Financial Analysis, Business Strategy, Strategy, Negotiation

Education
Babson College - Franklin W. Olin Graduate School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance, General

University of Miami   2006 — 2010
Bachelor of Arts, Majors in Economics, International Studies, and Spanish

Anisha Arora Anisha Arora Greater New York City Area Details
Anisha Arora's UBS Wealth Management Experience January 2009 - May 2009
Job Operational Risk & Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2014 - Present
Morgan Stanley  January 2011 - Present
Baruch College- Weissman Center for International Business   October 2009 - December 2010
Morgan Stanley Smith Barney  June 2009 - September 2009
UBS Wealth Management   January 2009 - May 2009
Sigma Alpha Delta Honor Society  August 2008 - December 2008
AT&T Wireless  August 2006 - June 2007

Skills
Microsoft Office, SharePoint, Project Management, Microsoft Excel, Research, Financial Modeling, Outlook, Finance, PowerPoint, Investments, Bloomberg, Access, Financial Analysis, Data Analysis, Microsoft Word, Analysis, QuickBooks, Accounting, Auditing, Public Speaking, Budgets, Portfolio Management, Process Improvement, Risk Management, Human Resources, Equities, Financial Services, Financial Reporting

Education
Baruch College, City University of New York (CUNY)   2006 — 2010
BBA, Finance, Real Estate

Carol DeWitt Carol DeWitt Louisville, Kentucky Area Details
Carol DeWitt's UBS Wealth Management Experience January 2011 - April 2011
Job BBA in Finance Grad
Industry Financial Services
Experience
Southern Graphic Systems  June 2013 - Present
ISA Recycling   June 2004 - June 2011
UBS Wealth Management   January 2011 - April 2011

Skills
Customer Service, Microsoft Office, Social Media, Sales, Photoshop, Microsoft Word, Strategic Planning

Education
Baker College Center for Graduate Studies   2006 — 2011
BBA, Finance

Jefferson Community College   1999 — 2004
AA, Arts & Business emphasis

Fern Creek Traditional High School
High School Diploma, Business, Management, Marketing, and Related Support Services

Brad Oyer Brad Oyer Hilliard, Ohio Details
Brad Oyer's UBS Wealth Management Experience December 2012 - August 2013
Job Musician, Band Director, Entrepreneur and Personal Finance
Industry Education Management
Experience
Mechanicsburg Village School District   April 2003 - Present
Brad Oyer Lawn Care   April 2011 - Present
UBS Wealth Management   December 2012 - August 2013

Skills
Teaching, Curriculum Design, Staff Development, Curriculum Development, Public Speaking, Master Scheduling, Financial Accounting, Trumpet, Landscaping, Ensemble, Singing, Classical, Microsoft Word, Nonprofits, Musicians, Orchestral Music, Customer Service, Coaching, Social Media, Choral, Band, Educational Leadership, Editing, Microsoft Office, Music, Music Education, Teacher Training, Studio Recording, Pianist, Recording, Leadership, Educational Technology, Fundraising, Percussion, Music Theory, Musical Theatre, Composition, Jazz, Finale, Event Planning, PowerPoint, Microsoft Excel, Higher Education, Rock, Lesson Planning, Facebook, Classroom

Education
VanderCook College of Music   2005 — 2007
Master's degree, Music Teacher Education

Bowling Green State University   1999 — 2003
Bachelor's degree, Music Teacher Education

Ashland University   2014 — 2015

Harrison Fisher Harrison Fisher Greater New York City Area Details
Harrison Fisher's UBS Wealth Management Experience May 2012 - August 2012
Job Regional Consultant, Lord Abbett & Co
Industry Investment Management
Experience
Lord, Abbett & Co.   July 2014 - Present
UBS Corporate Cash Management Group   May 2013 - August 2013
UBS Wealth Management   May 2012 - August 2012

Education
Auburn University   2010 — 2014
Honors College, Bachelor of Science in Business Administration in Finance

Woodward Academy   2006 — 2010

Victor Viner Victor Viner Greater Chicago Area Details
Victor Viner's UBS Wealth Management Experience March 1999 - March 2000
Job Moji and V2 Capital Founder
Industry Investment Management
Experience
Moji  June 2007 - Present
V2 Capital   May 2004 - Present
Credit Suisse  June 2003 - May 2004
Volaris Asset Management   June 2000 - June 2003
UBS Wealth Management   March 1999 - March 2000
Viner Medical Software, Inc.   March 1993 - March 1997

Skills
Equities, Investments, Asset Management, Start-ups, Management, Trading, Finance, Hedge Funds, Leadership, Entrepreneurship

Education
Arizona State University
BS, Finance

Rush Medical College of Rush University Medical Center

Warren Stansberry Warren Stansberry Austin, Texas Area Details
Warren Stansberry's UBS Wealth Management Experience November 2007 - May 2009
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, NA  2010 - Present
Quest Capital Strategies, Inc.   May 2009 - September 2010
UBS Wealth Management   November 2007 - May 2009
Stanco Metal Products, Inc.   October 2005 - August 2007
Genesis Lending   August 2002 - September 2005
Merrill Lynch  January 2000 - May 2000

Education
Arizona State University - W. P. Carey School of Business   1997 — 2001
BS, Business (Small Business & Entrepreneurship)

Aaron J. Argabright, CFP® Aaron J. Argabright, CFP® Mountain View, California Details
Aaron J. Argabright, CFP®'s UBS Wealth Management Experience November 2007 - April 2009
Job Vice President, Branch Office Manager
Industry Financial Services
Experience
Fidelity Investments  January 2013 - Present
Fidelity Investments  January 2012 - January 2013
Fidelity Investments  June 2009 - December 2011
UBS Wealth Management   November 2007 - April 2009
Oxford Investment Partners  September 2005 - October 2007
RegentAtlantic Capital, LLC  June 2005 - September 2005

Education
Arizona State University   2006 — 2007
Professional, Accelerated Financial Planning Program

William Paterson University of New Jersey   2002 — 2004
BS in Business Administration, Finance and Economics

Mesa Community College   2000 — 2002
Associates of Business Administration, Business

Riaz Shaik Riaz Shaik Greater New York City Area Details
Riaz Shaik's UBS Wealth Management Experience 2013 - Present
Job Director Credit and Fraud Risk Management at UBS Bank USA
Industry Financial Services
Experience
UBS Wealth Management   2013 - Present
American Express  2008 - 2013
American Express  2001 - 2008
American Express  1998 - 2000
VISAKHAPATNAM STEEL PLANT  1990 - 1997

Skills
Management, Strategy, Business Intelligence, Risk Management, Credit Cards, Financial Risk, Credit, Fraud, Project Management, Relationship Management, Analytics, Financial Services, Cross-functional Team..., Banking, Credit Risk, Business Analysis, Operational Risk..., Vendor Management, Program Management, Team Leadership, Data Analysis

Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA)

National Institute of Technology Warangal
B.Tech

Mary M. Leung Mary M. Leung Greater New York City Area Details
Mary M. Leung's UBS Wealth Management Experience 2010 - Present
Job Associate Director, UBS
Industry Financial Services
Experience
UBS Wealth Management   2010 - Present
UBS Financial Services  July 1988 - Present
PaineWebber  July 1988 - January 1992
Credit Suisse First Boston  October 1978 - December 1987

Education
Barnard College   1974 — 1978
BA, Computer Science

Columbia University in the City of New York   1974 — 1978

Hunter College High School   1968 — 1974

John Barefoot John Barefoot Greater New York City Area Details
John Barefoot's UBS Wealth Management Experience September 2007 - Present
Job SVP Investments UBS Financial Services Inc
Industry Capital Markets
Experience
UBS Wealth Management   September 2007 - Present
Lehman Brothers  September 2001 - August 2007
Merrill Lynch  February 1996 - February 1999

Education
Bates College
BA

Babson College - Franklin W. Olin Graduate School of Business
MBA

The Pingry School

Stan Yarmolowitz Stan Yarmolowitz Tampa/St. Petersburg, Florida Area Details
Stan Yarmolowitz's UBS Wealth Management Experience August 2012 - May 2014
Job Senior Manager, Practice Center PCG Business Technology at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc.  September 2014 - Present
UBS Wealth Management   August 2012 - May 2014
UBS Investment Bank  November 2009 - August 2012
UBS Investment Bank  July 2008 - October 2009
UBS Investment Bank  November 2003 - June 2008
UBS Investment Bank  February 1994 - October 2003
Credit Suisse  February 1992 - January 1994
Barclays Bank PLC  August 1988 - February 1992

Skills
FX Options, Market Risk, Trading, Trading Systems, Prime Brokerage, Derivatives, Front Office, Risk Management, FX, Financial Risk, Equities, VAR, Electronic Trading, Fixed Income, Linux, C++

Education
Baruch College, City University of New York (CUNY)   1984 — 1986
Computer Science

Eric Kwong Eric Kwong Greater New York City Area Details
Eric Kwong's UBS Wealth Management Experience February 2008 - May 2008
Job Operations Associate at Jacobs Asset Management
Industry Financial Services
Experience
Jacobs Asset Management   March 2013 - Present
Vastardis Capital Services  October 2011 - March 2013
Citigroup  February 2011 - October 2011
Gerson Lehrman Group  October 2007 - February 2011
Spencer Capital Management   June 2008 - August 2008
UBS Wealth Management   February 2008 - May 2008
Zales Jewelers  July 2006 - February 2008

Skills
Bloomberg, Financial Modeling, Financial Analysis, Excel, Hedge Funds, Capital Markets, Investments, Accounting, Microsoft Office, Equities, Financial Reporting, Bloomberg Terminal, Fund Accounting, Middle Office, Total Return Swaps, Fund Administration, Equity Derivatives, Fixed Income, Account Reconciliation, Derivatives, Alternative Investments, Investment Banking, Private Equity, Valuation, Asset Management, Corporate Finance, Microsoft Excel

Education
City University of New York-Baruch College - Zicklin School of Business   2006 — 2010
BBA, Finance

Stuyvesant High School

The Cooper Union for the Advancement of Science and Art

Sergio Canevett Sergio Canevett Fountain Hills, Arizona Details
Sergio Canevett's UBS Wealth Management Experience May 2002 - November 2005
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A.   March 2010 - Present
Morgan Stanley  November 2005 - August 2010
UBS Wealth Management   May 2002 - November 2005

Education
Arizona State University   2002 — 2005

Grace Pen Grace Pen Greater New York City Area Details
Grace Pen's UBS Wealth Management Experience 2003 - 2005
Job Marketing Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2012 - Present
Credit Suisse  2011 - December 2012
Neuberger Berman  2005 - 2011
UBS Wealth Management   2003 - 2005
Morgan Stanley  1998 - 2002
Smith Barney  1995 - 1998

Skills
Asset Management, Financial Services, Series 63, Equities, Investment Management, Fixed Income, Wealth Management, Mutual Funds, Hedge Funds, Asset Allocation, Securities, Investments, Investment Advisory, Investor Relations, Financial Markets, Capital Markets, Competitive Analysis, Pensions, Emerging Markets, Product Marketing, Technical Writing, Internal Communications, Crisis Communications, Asset Managment, Marketing, Relationship Management

Education
New York University - Leonard N. Stern School of Business   1998 — 2002
MBA, Marketing, Finance

Barnard College   1990 — 1994
Bachelor of Arts (BA), Economics

Cardozo

Myrto Koimtzoglou Myrto Koimtzoglou San Francisco, California Details
Myrto Koimtzoglou's UBS Wealth Management Experience January 2014 - May 2015
Job International Funds Regulatory Compliance
Industry Investment Management
Experience
Wells Fargo  June 2015 - Present
UBS Wealth Management   January 2014 - May 2015
JPMorgan Chase  July 2007 - December 2013
ABN AMRO Bank N.V.   October 2005 - July 2007
Piraeus Bank  October 2002 - June 2004
European Parliament  October 2001 - April 2002

Skills
Fixed Income, Structured Products, Derivatives, Investments, Equities, Alternative Investments, Capital Markets, Risk Management, Investment Banking, Due Diligence, Corporate Finance, Asset Management

Education
London School of Economics and Political Science   2004 — 2005
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law

Université Robert Schuman (Strasbourg III)   2001 — 2002
European Erasmus Programme, EU Law

Aristoteleion Panepistimion Thessalonikis   1997 — 2002
Bachelor of Laws (LL.B.), Law

Mark Fellin Mark Fellin New York, New York Details
Mark Fellin's UBS Wealth Management Experience November 2003 - October 2006
Job Marketing Content & Communications Manager at Cadwalader, Wickersham & Taft LLP
Industry Legal Services
Experience
Cadwalader, Wickersham & Taft LLP   March 2013 - Present
Greenberg Traurig, LLP  October 2006 - March 2013
UBS Wealth Management   November 2003 - October 2006
Wolters Kluwer Law & Business  2001 - 2003

Skills
Direct Marketing, Content Management, Marketing Strategy, Marketing Communications, Corporate Communications, Creative Direction, Business Development

Education
Fordham University - Graduate School of Business Administration   1993 — 1995
Master of Business Administration (MBA), International Business

Baruch College, City University of New York (CUNY)   1983 — 1987
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Ayush Saharya Ayush Saharya Greater New York City Area Details
Ayush Saharya's UBS Wealth Management Experience December 2007 - June 2009
Job Senior Financial Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch  September 2014 - Present
Merrill Lynch / Bank of America  June 2010 - September 2014
Fidelity Investments  February 2010 - May 2010
UBS Wealth Management   December 2007 - June 2009
UBS Investment Bank  October 2007 - December 2007
First Investors Corporation  January 2007 - May 2007

Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Essbase, Hyperion Financial..., Finance, Management, Analysis

Education
Baruch College, City University of New York (CUNY)   2004 — 2006
B.B.A., Economics

Nassau Community College   2002 — 2004
A.A.S., Business Administration

Martin Van Buren High School   1998 — 2002

Apeejay School   1986 — 1998

Jerry Zelko Jerry Zelko Newport Beach, California Details
Jerry Zelko's UBS Wealth Management Experience March 1997 - February 2007
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2007 - Present
UBS Wealth Management   March 1997 - February 2007
Best Buy  1989 - 1995

Skills
Asset Allocation, Mutual Funds, Investments, Insurance, Retirement Planning, Investment Strategies, Alternative Investments

Education
Azusa Pacific University   1998 — 2000
BS, Applied Management

Saravanan Sundararajan Saravanan Sundararajan Greater New York City Area Details
Saravanan Sundararajan's UBS Wealth Management Experience November 2013 - Present
Job Director, Cards Fraud Policy at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2013 - Present
Citi  January 2011 - November 2013
Citi  March 2008 - January 2011
Citi  December 2005 - March 2008
Avis Budget Group  December 2004 - December 2005
Avis Budget Group  July 2003 - December 2004
West Virginia University  January 2000 - May 2003

Skills
Credit Cards, Credit Risk, Credit Card Fraud, Fraud Detection, Risk Analytics, Model Management, Data Analysis, Operations Research, Statistics, Forecasting, SAS, Commercial Lending, Consumer Lending, Risk Management, Analytics

Education
West Virginia University   2000 — 2003
Master of Science (MS), Industrial Engineering

Annamalai University   1994 — 1998
BE, Mechanical and Production Engineering

Brian Katz Brian Katz Greater New York City Area Details
Brian Katz's UBS Wealth Management Experience February 2011 - July 2011
Job Junior Trader at Noble Americas
Industry Investment Banking
Experience
Noble Group  June 2013 - Present
HSBC Securities  June 2012 - August 2012
Hudson Metals Corp.   March 2012 - May 2012
Global Gaming and Hospitality Services   June 2011 - January 2012
UBS Wealth Management   February 2011 - July 2011
Valufinder Group   June 2010 - August 2010
Frontier Financial Advisors  January 2010 - June 2010
Earthbound LLC  July 2009 - August 2009
Arrow Trading LLC   June 2008 - June 2009
Arbor Commercial Mortgage LLC  July 2008 - August 2008

Skills
Financial Analysis, Investment Banking, Analysis, Mergers & Acquisitions, Market Research, Bloomberg, Microsoft Office, PowerPoint, Statistics, Valuation, Budgets, Investments, Microsoft Excel, Trading, Hedging, Derivatives, Commodity Risk..., Base Metals

Education
Baruch College, City University of New York (CUNY)   2009 — 2013
BBA, Finance

North Shore Hebrew Academy High SchoolJune 2008   2004 — 2008
High School Diploma, General Studies, Religious Studies

Arjun Sondhi Arjun Sondhi Greater New York City Area Details
Arjun Sondhi's UBS Wealth Management Experience September 2008 - November 2009
Job CoOwner/President at Customers Kitchen and Bath, Inc.
Industry Retail
Experience
Customers Kitchen and Bath   November 2011 - Present
Co-Founder  November 2011 - Present
RPG Consultants  June 2010 - April 2012
Forefront Advisory   November 2009 - April 2010
UBS Wealth Management   September 2008 - November 2009
Louis Nardone CPA   December 2007 - May 2008
Kitchen Concepts USA   October 2006 - December 2007
Kumon Math and Reading Centre   April 2006 - September 2006
City Marbles & Granites   December 2005 - April 2006

Skills
Corporate Finance, International Finance, Information Systems..., HTML, Spanish, Corel, Bloomberg, Equities, Photoshop, Microsoft Excel, Microsoft Office, Microsoft Word, Investments, Financial Analysis, Asset Allocation, Bloomberg Terminal, Financial Modeling, Account Reconciliation

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2010
Bachelors of Business Administration, Finance & Investments

Baruch College, Zicklin School of Business, City University of New York   2006 — 2010
Bachelors of Business Administration, Finance and Investments

City University of New York-Baruch College   2006 — 2010
Finance & Investments, Finance

Clayton Bedford Clayton Bedford Newtown, Pennsylvania Details
Clayton Bedford's UBS Wealth Management Experience January 2009 - September 2012
Job Director, Branch Manager, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2009 - September 2012
UBS Wealth Management   March 2007 - January 2009

Education
Auburn University
Architecture

Georgia State University - J. Mack Robinson College of Business

University of California, Los Angeles

Sean E Riley, CFP®, CIMA®, AIF® Sean E Riley, CFP®, CIMA®, AIF® Scottsdale, Arizona Details
Sean E Riley, CFP®, CIMA®, AIF®'s UBS Wealth Management Experience May 2001 - April 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2009 - Present
UBS Wealth Management   May 2001 - April 2009
Merrill Lynch  June 1998 - May 2001

Skills
Asset Allocation, Retirement Planning, Corporate Retirement..., ERISA, Investment Advisory, Series 7, Investments, Portfolio Management

Education
Arizona State University
Bachelor of Science (B.S.), Finance

Bren N. Brennan Bren N. Brennan Tampa/St. Petersburg, Florida Area Details
Bren N. Brennan's UBS Wealth Management Experience 1992 - 1995
Job 15 Year Wall Street Veteran. Expertise in Acquisition of MultiFamily Properties for Private REIT's.
Industry Real Estate
Experience
Berkshire Hathaway Home Services  May 2015 - Present
MHP Management Group, LLC   2013 - Present
Capital Conversion Consultants   2003 - 2013
Provident Financial  1998 - 2002
Janney Montgomery Scott LLC  1995 - 1998
UBS Wealth Management   1992 - 1995
Merrill Lynch  1990 - 1992

Skills
Investment Properties, Negotiation, Real Estate Development, Investments, Real Estate, Multi Family Properties, Mobile Home Parks, mobile homes, REIT, Income Properties, Investment Analysis, Investor Relations, Real Estate Investment..., Sales, Investors, Mobile Homes, Valuation

Education
Harvard University   1991 — 1994
E-MBA, International Finance

Babson College   1986 — 1990
Bachelor of Science (BS), Investments and Securities

Babson College   1986 — 1990
Bachelor's degree, International Finance

Frank Sileo, CFA Frank Sileo, CFA Greater New York City Area Details
Frank Sileo, CFA's UBS Wealth Management Experience May 2013 - Present
Job Credit Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2013 - Present
ALPS, A DST Company  January 2013 - May 2013
ALPS, A DST Company  September 2012 - October 2012
Citi  2004 - 2012
Prudential Securities  1997 - 2003
PaineWebber  2000 - 2000

Skills
ETFs, Closed-end Funds, Bonds, Preferreds, Yield Strategies, Financial Statement..., Report Writing, Sales Presentations, Due Diligence, Wealth Management, Equity Research, Investment Strategies, Investments, Fixed Income, Portfolio Management

Education
City University of New York-Baruch College - Zicklin School of Business
MBA

CFA Institute
CFA

Cornell University
BS

Xaverian
High School

Abe Vinjamuri Abe Vinjamuri Boston, Massachusetts Details
Abe Vinjamuri's UBS Wealth Management Experience 2009 - 2009
Job Insights, Analytics, and Strategy
Industry Management Consulting
Experience
Chadwick Martin Bailey  February 2012 - Present
Affinnova  September 2010 - November 2011
Boston University School of Management  2009 - 2009
UBS Wealth Management   2009 - 2009
Abz Creations   2004 - 2008

Skills
Product Development, Pricing Strategy, Competitive Analysis, Growth Strategies, Business Strategy, Customer Segmentation..., Brand Positioning..., New Business Development, Entrepreneurship, Relationship Management, Analysis, Marketing Strategy, Business Development

Education
Boston University - School of Management   2008 — 2010
MBA, Marketing and Finance

Anna University   2001 — 2005
BE, Mechanical Engineering

Julie Marmolejos Julie Marmolejos Greater New York City Area Details
Julie Marmolejos's UBS Wealth Management Experience August 2003 - February 2009
Job Client Services Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2012 - Present
Commerzbank AG  September 2009 - May 2012
UBS Wealth Management   August 2003 - February 2009

Skills
Fixed Income, Equities, Banking, Spanish, Capital Markets, Bloomberg, Portfolio Management, Wealth Management, Investment Banking, Hedge Funds, Alternative Investments, Series 7, Asset Management, Investments, Risk Management, Financial Services, Mutual Funds, Securities, Derivatives, Financial Analysis

Education
Seton Hall University   2006 — 2008
Masters, Diplomacy and International Relations

Barnard College   1999 — 2003
Bachelors, Latin American Studies

The Taft School   1995 — 1999
High School, High School

Juliana Diaz Juliana Diaz Greater New York City Area Details
Juliana Diaz's UBS Wealth Management Experience May 2007 - August 2007
Job Graduate from City University of New YorkBaruch College Zicklin School of Business
Industry Financial Services
Experience
Merrill Lynch  May 2007 - August 2007
UBS Wealth Management   May 2007 - August 2007

Education
Baruch College, City University of New York (CUNY)   2006 — 2009
BBA, Finance and Investments

St. Petersburg College   2003 — 2005
A.S., Graphic Design

Praveen Palaniswamy Praveen Palaniswamy Nashville, Tennessee Details
Praveen Palaniswamy's UBS Wealth Management Experience June 2015 - Present
Job Authorized Officer at UBS AG
Industry Computer Software
Experience
UBS Wealth Management   June 2015 - Present
Wipro Technologies  August 2012 - June 2015
ObjectWin Technology, Inc.   December 2011 - August 2012
Tell-e Technologies   January 2009 - June 2011
Chicago Mercantile Exchange  January 2008 - January 2009
Illinois Institute of Technology  October 2006 - December 2007
Career Support India   May 2005 - May 2006

Skills
Java, Spring, Java Enterprise Edition, JavaScript, XML, AJAX Frameworks, JMS, ClearCase, Agile Methodologies, Oracle, J2EE Application..., Design Patterns, Dojo, Git, WebSphere Application..., Tomcat, Web Technologies, Distributed Systems, .NET, DB2, RESTful WebServices, Web Development, CVS, RDF, SPARQL, Subversion, Hibernate, MongoDB, JAX-WS, SOAP, Web Services, JAXP, Spring Framework

Education
Illinois Institute of Technology   2006 — 2008
Master's Degree, Computer Science, 3.25

Anna University   2001 — 2005
Bachelor's Degree, Computer Science and Engineering

Sri Krishnaswamy Higher Secondary School   1996 — 2001
High School, Computer Science

Kimberly Krol Kimberly Krol Greater New York City Area Details
Kimberly Krol's UBS Wealth Management Experience June 2008 - January 2011
Job Sales Service Associate
Industry Financial Services
Experience
Legg Mason  2011 - Present
UBS Wealth Management   June 2008 - January 2011
ProFlowers  May 2008 - January 2011
Kelly Services  February 2007 - March 2008
Bear Stearns  May 2000 - January 2007
Time Warner Book Group  June 2005 - March 2006
Farrar, Straus and Giroux  September 2003 - June 2005

Education
Barnard College   1998 — 2008
BA

New York University   2004 — 2005
Certificate

New York University   2003 — 2003
Certificate

Middlesex University   2001 — 2001
Certificate

Pontificia Universidad Católica del Perú   1999 — 1999
Certificate

Michele Diane Mayer Michele Diane Mayer Montreal, Canada Area Details
Michele Diane Mayer's UBS Wealth Management Experience January 2007 - June 2012
Job Vice President at Bridgeport Asset Management
Industry Investment Management
Experience
Bridgeport Asset Management Inc.   August 2014 - Present
UBS Wealth Management   January 2007 - June 2012
HSBC Private Bank  2000 - 2006

Skills
Series 7, Investment Banking, Hedge Funds, Banking, Financial Advisory, Credit, Risk Management, Credit Analysis, FINRA, Structured Products, Trading, Private Equity, Valuation, Options, Institutional..., Financial Institutions, Economics, Fixed Income, Management, Financial Markets, Equities, Asset Management, Portfolio Management, Capital Markets, Financial Services, Wealth Management, Investments, Corporate Finance, Asset Allocation, Emerging Markets, Private Banking, Securities, Derivatives, Investment Advisory, Financial Analysis

Education
Baruch College, City University of New York (CUNY)   1987 — 1992
MBA, Finance, Investments

Lawrence University   1980 — 1984
BA, English, Spanish, Cum Laude

Sacred Heart of Mary   1976 — 1980
High School Diploma

Saint Viator High School   1976 — 1980
high School degree

Casey Olson Casey Olson Washington D.C. Metro Area Details
Casey Olson's UBS Wealth Management Experience January 2003 - May 2006
Job
Industry Program Development
Experience
National Guard Bureau  July 2009 - Present
GHCVB  November 2008 - June 2009
Target  April 2007 - May 2008
UBS Wealth Management   January 2003 - May 2006

Skills
Analysis, Management Consulting, Government, Strategic Communications, Business Development, Program Management, Budgets, Negotiation, Proposal Writing, Policy, Contract Negotiation, Strategic Planning, New Business Development, Advertising, Event Planning, Social Media, Public Speaking, Marketing, Social Networking, Social Media Marketing, Facebook, Fundraising, Analytics, Project Management, Business Strategy, Editing, PowerPoint, Data Analysis, Project Planning, Team Leadership, DoD, Team Building, Leadership Development, Strategy, Event Management, Leadership, Training, Public Relations, Organizational..., Trade Shows, Military, Defense, Management, Security Clearance, International Relations, Sales, Organizational..., Media Relations, Entrepreneurship, Nonprofits

Education
Richmond, The American International University in London   2006 — 2006
B.S., International Business

Arizona State University   2001 — 2006
B.S., International Business and International Political Science

HHS

Srinivas Sandur Madhu Murthy Srinivas Sandur Madhu Murthy Greater Los Angeles Area Details
Srinivas Sandur Madhu Murthy's UBS Wealth Management Experience November 2008 - January 2010
Job Principal Engineer 2 Software Engineer at DIRECTV
Industry Information Technology and Services
Experience
DIRECTV  November 2011 - Present
E*Pro Inc  July 2008 - November 2011
UBS Wealth Management   November 2008 - January 2010
Verizon Wireless  September 2007 - October 2008
Nous Infosystems & Nous Infosystems(US)   June 2005 - July 2008
ZenSutra Software Technologies   June 2004 - May 2005
Excel Solutions, India   September 2001 - May 2004

Skills
Windows, Mac, Unix &..., Databases [Oracle,..., C, C++, Java, J2EE, Adobe Creative Suite, Adobe Flex [1, 1.5, 2,..., OSMF, Adobe ColdFusion [6.1,..., ActionScript [1, 2, 3], JSP, JSF, HTML [4, 5], DHTML, OpenLaszlo [3.3.1,..., JavaScript, CSS, AJAX, ExtJS, jQuery, YUI,..., Frameworks [ARP,..., Web Servers, Application Servers..., Adobe Flex Data..., DWR, Net Advantage JSF..., Xcode, Objective-C, iOS [4 & Above], Mac..., .Net Technologies..., XML Spy, Adobe AIR, XML, XSD, XSLT, WSDL, SOAP & REST Web Services, Toad, TextPad, SEPY Editor,..., RAD 6.0, RSA [6.0, 7.0], Poseidon for UML, Flex, ActionScript, Flash, Java, Hibernate, Java Enterprise Edition

Education
Kuvempu Vishwavidyanilaya   2006 — 2007
MSC, Information Technology

B. M. S. College of Engineering   2001 — 2004
BE, Electronics & Communication

Sandur Polytechnic   1998 — 2001
Diploma, Electronics & Communication

Sarah Kreifus Sarah Kreifus Greater New York City Area Details
Sarah Kreifus's UBS Wealth Management Experience August 2010 - October 2010
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business  July 2015 - Present
Digitas  September 2010 - September 2015
Digitas  September 2010 - November 2012
UBS Wealth Management   August 2010 - October 2010
The Weinstein Company  May 2008 - August 2008

Skills
Mac/PC proficient, Fluent in Russian, Advanced Excel, Data Analysis, Account Reconciliation, Account Management, Lawson Accounting, Revenue Management, Problem Analysis, Revenue Analysis, Management, Accounting, Digital Marketing, Analytics, Forecasting, Marketing, Microsoft Excel, Social Media Marketing, Social Media

Education
University of Wisconsin-Madison - School of Business   2006 — 2010
Bachelors in Business Administration

Anglo-American University, Prague   2005 — 2005
BBA, Business

John Gubanich John Gubanich Cleveland/Akron, Ohio Area Details
John Gubanich's UBS Wealth Management Experience 2003 - 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Symphony Financial Services-Securties offered through LPL Financial FINRA/SIPC Member   June 2009 - July 2014
UBS Wealth Management   2003 - 2006
Amerprise Financial  2003 - 2005
nash finch  2000 - 2002
Giant Eagle  1998 - 2000
Purity Wholesale Grocers  1994 - 1997
Fleming Foods  1990 - 1994
Grocer Supply   1981 - 1990

Education
John Carroll University   2005 — 2006
Certified Financial Planning

Baldwin Wallace University   1970 — 1975

Byzantine Catholic h.S.

case western reserve

Cody Widdes Cody Widdes San Francisco Bay Area Details
Cody Widdes's UBS Wealth Management Experience August 2007 - December 2007
Job Owner/ Guide at 49 Square Tours
Industry Marketing and Advertising
Experience
49 Square Tours   August 2014 - Present
IDG Consumer & SMB  April 2013 - August 2014
IDG TechNetwork  September 2011 - April 2013
IDG TechNetwork  April 2011 - September 2011
CBS Interactive  March 2010 - April 2011
CBS Interactive  July 2009 - March 2010
MTV Networks  September 2008 - December 2008
Univision Communications  July 2008 - September 2008
UBS Wealth Management   August 2007 - December 2007
Underscore Marketing LLC  May 2006 - August 2007

Skills
comScore, Online Advertising, DoubleClick, SEM, Integrated Marketing, Atlas, Interactive Advertising, Interactive Marketing, Advertising Sales, Lead Generation, B2B, Digital Marketing, Email Marketing, Advertising, Content Strategy, Digital Media, Marketing, Mobile Marketing, Competitive Analysis, Display Advertising, Mobile Advertising, Digital Strategy, CRM, Start-ups, Media Planning, Business Development, PPC

Education
Barnard College
BA, English; Spanish and Latin American Cultures

Columbia University in the City of New York
B.S., English, Spanish and Latin American Studies

Granite Hills

Prachi Lakhani Prachi Lakhani Greater New York City Area Details
Prachi Lakhani's UBS Wealth Management Experience July 2007 - March 2010
Job Associate at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management  January 2013 - Present
Goldman Sachs Asset Management  May 2010 - December 2012
UBS Wealth Management   July 2007 - March 2010

Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Alternative Investments

Education
Barnard College   2003 — 2007
BA, Economics, Pre-Med

Bronx High School of Science   1999 — 2003
High School

Joe Gill Joe Gill Greater New York City Area Details
Joe Gill's UBS Wealth Management Experience 2006 - 2009
Job Vice President DCIO at Prudential Securities
Industry Financial Services
Experience
Prudential Investments  July 2009 - Present
UBS Wealth Management   2006 - 2009
Merrill Lynch  2000 - 2005
Putnam Investments  1997 - 2000
Fidelity Investments  1993 - 1997
Bank Of New England  1982 - 1993

Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63

Education
Babson College   1982 — 1989
MBA, Finance

University of Notre Dame   1978 — 1980
BSBA, Accounting

Xaverian   1972 — 1976

Sara Prager Sara Prager Greater New York City Area Details
Sara Prager's UBS Wealth Management Experience January 2014 - Present
Job Associate Director, ETF Research and Sales Specialist at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   January 2014 - Present
Bloomberg LP  January 2013 - January 2014
Bloomberg  December 2010 - December 2012
Bloomberg  June 2009 - December 2010
Bloomberg  June 2009 - July 2009

Skills
Bloomberg Terminal, Bloomberg, Hedge Funds, Equities, Financial Markets, Alternative Investments, Capital Markets, Fund Of Funds, ETFs, Mutual Funds

Education
Fairfield University   2005 — 2009
Bachelor's degree, International Business, Finance

Australian Catholic University   2008 — 2008

Michael Goss Michael Goss Hartford, Connecticut Area Details
Michael Goss's UBS Wealth Management Experience 1994 - 2006
Job Executive Vice President at Fiduciary Investment Advisors LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC  April 2006 - Present
UBS Financial Services  October 1994 - April 2006
UBS Wealth Management   1994 - 2006

Skills
Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Investments, 401k, Asset Management, Retirement, Endowments, Fiduciary, Retirement Planning, Equities, Portfolio Management, Bloomberg, Pensions, Series 7, Series 63, Alternative Investments, Financial Modeling, Financial Analysis

Education
Babson College
MBA

Boston College   1988 — 1992
BA

Portsmouth Abbey School   1984 — 1988

Chuck Myers Chuck Myers Phoenix, Arizona Area Details
Chuck Myers's UBS Wealth Management Experience November 1995 - February 2003
Job Owner at The Artisan Group, LLC
Industry Construction
Experience
The Artisan Group, LLC   December 2011 - Present
Desierto Verde  November 2010 - December 2011
Desierto Verde  June 2008 - November 2010
Aridscape Concepts   November 2005 - June 2008
UBS Wealth Management   November 1995 - February 2003

Skills
Landscaping, Landscape Design, Landscape Architecture, Horticulture, Construction, Submittals, Sustainable Design, Comprehensive Planning, Renovation, Sustainability, Irrigation, LEED, Residential Homes, Restoration, Green Building, Site Planning, Land Development, Land Use Planning, Mixed-use, Entitlements, Parks, Custom Homes, Residential Design, LEED AP, Contractors, Zoning, Feasibility Studies, Urban Design, Construction Drawings, Value Engineering, Urban Planning, Site Development, Construction Management

Education
Arizona State University   1987 — 1990
Marketing

University of Southern California   1984 — 1986
Economics, Finance

Spencer Brown Spencer Brown Athens, Georgia Details
Spencer Brown's UBS Wealth Management Experience May 2010 - July 2010
Job J.D. Candidate at University of Georgia School of Law
Industry Legal Services
Experience
Bradley Arant Boult Cummings LLP  May 2014 - Present
Senator Saxby Chambliss  May 2012 - June 2012
The Honorable Judge Walker   May 2011 - August 2011
Atlanta Junior Golf Association  May 2010 - August 2010
UBS Wealth Management   May 2010 - July 2010

Skills
Public Speaking, PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Social Networking, Event Planning, Customer Service, Facebook, Research, Time Management, Fundraising, Sales

Education
University of Georgia School of Law   2013 — 2016

Auburn University   2009 — 2013
Bachelor's degree, Political Science and Government

Leora Holzer Leora Holzer Jacksonville, Florida Area Details
Leora Holzer's UBS Wealth Management Experience 2007 - 2008
Job Private Client Group Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2014 - Present
Fidelity Investments  October 2010 - April 2014
Fidelity Investments  March 2010 - October 2010
Fidelity Investments  November 2008 - March 2010
UBS Wealth Management   2007 - 2008
Hillel  2006 - 2007

Skills
Excel, Word, PowerPoint, Minitab, Outlook, Fundraising, Non-profits, Event Planning, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Financial Analysis, Nonprofits, Research

Education
University of North Florida - College of Business Administration   2009 — 2012
MBA, Concentration: Finance

Barnard College   2002 — 2006
BA, Major: Psychology, Minor: English

Jewish Theological Seminary   2002 — 2006
BA, Major: Midrash/Biblical Exegesis

Solomon Schechter

Ari Colman Ari Colman New York, New York Details
Ari Colman's UBS Wealth Management Experience January 2010 - May 2010
Job
Industry Investment Management
Experience
Brean Capital, LLC  February 2014 - December 2014
Seven Points Capital  January 2011 - January 2014
Sylvan Lake Asset Management LLC   June 2010 - December 2010
UBS Wealth Management   January 2010 - May 2010
Merraine Group   January 2008 - June 2008

Skills
Series 7, Equity Research, Equity Trading, Portfolio Management, Series 63, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Securities, Trading Systems, FINRA, Mutual Funds, Asset Allocation, Asset Management, Derivatives, Investment Banking, Proprietary Trading, Fixed Income, Valuation, Private Equity, Options, Technical Analysis, FX Options, Equity Derivatives, Series 3, Series 4, Series 55, Financial Forecasting, Alternative Investments, Bloomberg, Equities

Education
City University of New York-Baruch College   2008 — 2010
BBA

Tim Aldrich Tim Aldrich Greater Minneapolis-St. Paul Area Details
Tim Aldrich's UBS Wealth Management Experience January 2010 - December 2011
Job Financial Analyst II at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  November 2013 - Present
Thomson Reuters  October 2012 - October 2013
Thomson Reuters  May 2012 - October 2012
UBS Wealth Management   January 2010 - December 2011

Skills
Program Management, Finance, Financial Reporting, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Analysis, Financial Analysis

Education
Augsburg College   2008 — 2012
Finance, International Business, Management

Subhashini Veeramallu Subhashini Veeramallu Greater New York City Area Details
Subhashini Veeramallu's UBS Wealth Management Experience December 2009 - September 2010
Job Java consultant @BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas  September 2014 - Present
Bank of America  April 2012 - September 2014
Standard & Poor's   October 2010 - March 2012
UBS Wealth Management   December 2009 - September 2010
Standard & Poor's   February 2009 - October 2009
UBS Wealth Management   January 2008 - December 2008
Fidelity Investments  October 2005 - October 2007
Wipro technologies  April 2003 - October 2005

Skills
Requirements Analysis, Java Enterprise Edition, Hibernate, Spring, Java, Core Java, Agile Methodologies, SQL, Spring Framework, Software Development, SDLC, Oracle, Unix

Education
Andhra University
MS in Computer Applications, Computer Applications

Mario Montero Mario Montero Wayne, New Jersey Details
Mario Montero's UBS Wealth Management Experience March 2001 - July 2006
Job Director, Business Process & Analysis
Industry Retail
Experience
Time Inc.  June 2011 - Present
ToysRUs  July 2006 - June 2011
UBS Wealth Management   March 2001 - July 2006
UPS  March 2000 - March 2001
Chubb Computer Services  April 1999 - March 2000
Thermaltech Industries   February 1998 - February 1999
Norrell Staffing  August 1995 - February 1998
Norrell Health Care  February 1993 - July 1995

Skills
Management, Program Management, Business Analysis, Cross-functional Team..., SDLC, Vendor Management, Process Improvement, Project Management, Visio, Requirements Analysis, MS Project, IT Strategy, Leadership, SharePoint, Change Management, Retail, Requirements Gathering, Analytics, Business Process..., Business Intelligence, Software Documentation, Strategic Planning, Product Management, CRM, Team Leadership, Training, Business Process, Strategy, Team Building, Construction Management, Recruiting, IBM Mainframe, ETL Tools, Relational Databases, Agile & Waterfall..., JIRA, SQL, Employee Management, Organizational..., Problem Solving, Quantitative Analytics, Master Data Management, Virtualization, Legacy Systems, Sales Process, Business Analytics, Data Warehousing

Education
Stevens Institute of Technology   2001 — 2003
Graduate Certificate

Chubb Computer Services   1999 — 1999
Mainframe Programming

Appalachian State University   1991 — 1993
Bachelor of Science

University at Buffalo   1988 — 1991

Ivan Martinasevic Ivan Martinasevic Miami/Fort Lauderdale Area Details
Ivan Martinasevic's UBS Wealth Management Experience March 2012 - July 2012
Job Equity Trader at Wall Street Trading, LLC.
Industry Capital Markets
Experience
Wall Street Trading, LLC.   January 2013 - Present
UBS Wealth Management   March 2012 - July 2012

Skills
Derivatives, Equities, Capital Markets

Education
Nova Southeastern University   2009 — 2011
Master's degree, Finance and Financial Management Services, 3.5

Barry University   2003 — 2007
Bachelor's degree, Economics, 3.4

Carl Silver Carl Silver Greater New York City Area Details
Carl Silver's UBS Wealth Management Experience 2004 - 2011
Job IT Business Analyst and Quality Assurance Consultant
Industry Information Technology and Services
Experience
Express Scripts  July 2014 - Present
Johnson & Johnson  June 2014 - July 2014
Express Scripts  January 2012 - April 2014
UBS Wealth Management   2004 - 2011
UBS  2000 - 2004
PaineWebber  1983 - 2000

Skills
SDLC, Business Analysis, COBOL, Project Management, Legacy Systems, Mainframe, Microsoft Office, Visio, Requirements Analysis, DB2, SQL, Business Requirements, Fixed Income, JCL, Software Project..., SharePoint, Vendor Management, Unix, Project Portfolio..., Process Improvement

Education
City University of New York-Baruch College   1987 — 1990
MBA, Information Systems

City University of New York-Brooklyn College   1979 — 1983
BS, Computer science

Christina M. Baltz Christina M. Baltz New York, New York Details
Christina M. Baltz's UBS Wealth Management Experience June 2007 - Present
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2007 - Present
JP Morgan Private Bank  March 2003 - April 2007
Cadwalader, Wickersham & Taft LLP   January 2001 - February 2003
Cadwalader, Wickersham & Taft LLP   February 1999 - December 2000
Cravath, Swaine & Moore LLP   February 1996 - January 1999
Morgan Guaranty Trust Company of New York  January 1994 - January 1996
Cravath, Swaine & Moore LLP   September 1990 - December 1993

Skills
Family Office, Corporate Governance, Wealth, Succession Planning, Financial Advisory

Education
New York University
LL.M, Taxation

Tulane Law School
JD, magna cum laude

Barnard College
BA, English

Adnan Usman Adnan Usman Greater New York City Area Details
Adnan Usman's UBS Wealth Management Experience September 2012 - May 2013
Job Financial Service Associate
Industry Banking
Experience
New York Community Bancorp Inc.  May 2014 - December 2014
UBS Wealth Management   September 2012 - May 2013
Blue Prints Engineering, P.C   February 2010 - April 2012
US Census Bureau  May 2010 - August 2010

Skills
Portfolio Management, Financial Analysis, Risk Analysis, Investments, Relationship Management, Sales Management, Customer Service, Business Planning, Business Strategy, Business Development, Business Analysis, Microsoft Office, Finance, Research, Microsoft Word, PowerPoint, Analysis

Education
Baruch College, City University of New York (CUNY)   2014 — 2017
Bachelor's Degree, Finance & Investments

Laguardia Community College   2010 — 2014
Associate's Degree, Business Administration

NCR-CET College of Emerging Technologies   2008 — 2009
Higher Secondary School Certificate (HSC), Engineering

Pakistan Educational Foundation College (PEF)   2007 — 2008
Higher Secondary School Certificate (HSC), Engineering

Regan Rayhab Regan Rayhab Greater Nashville Area Details
Regan Rayhab's UBS Wealth Management Experience DirectorUBS Wealth ManagementDecember 2006 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   DirectorUBS Wealth ManagementDecember 2006 - Present
J.C. Bradford & Co   1981 - 2000

Skills
Series 7, Fixed Income, Wealth Management, Alternative Investments

Education
Austin Peay State University   1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General

Alevtina Dudyreva Alevtina Dudyreva Greater New York City Area Details
Alevtina Dudyreva's UBS Wealth Management Experience September 2012 - December 2012
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   February 2014 - Present
GroupArgent  September 2013 - December 2013
J.P. Morgan   June 2013 - August 2013
NYSE Euronext  February 2013 - May 2013
UBS Wealth Management   September 2012 - December 2012

Skills
Bloomberg Terminal, Equities, Bloomberg, Financial Modeling, Fixed Income, Valuation, Derivatives, Investment Banking, VBA, Capital Markets, Capital IQ, Hedge Funds, Corporate Finance, DCF, Financial Analysis, Market Research

Education
Baruch College   2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Mathematics, 3.8/4.0

Vasyl Pyrozhyk Vasyl Pyrozhyk New York, New York Details
Vasyl Pyrozhyk's UBS Wealth Management Experience September 2012 - May 2013
Job
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation  July 2014 - Present
Fredericks Michael & Co.   September 2013 - May 2014
East Coast Venture Capital   December 2011 - May 2014
Baruch Small Business Development Center   September 2013 - December 2013
UBS Wealth Management   September 2012 - May 2013

Education
City University of New York-Baruch College   2010 — 2014

Université Paris Dauphine   2011 — 2011
Semester Exchange (Spring 11)

Sean Hiera Sean Hiera Nashville, Tennessee Details
Sean Hiera's UBS Wealth Management Experience August 2008 - Present
Job Client Service Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2008 - Present
Wells Fargo  May 2005 - July 2008

Skills
Wealth Management

Education
Austin Peay State University   1996 — 2000
Bachelor of Science (B.S.), Finance, General

Carson Goldin Carson Goldin Greater Atlanta Area Details
Carson Goldin's UBS Wealth Management Experience June 2013 - Present
Job Financial Advisor Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2013 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets

Education
Auburn University   2011 — 2015
Bachelor's degree, Finance, Spanish Minor

Northview High School   2007 — 2011

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