UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Diana Donovan Garcia Diana Donovan Garcia Greater Nashville Area Details
Diana Donovan Garcia's UBS Wealth Management Experience June 2015 - Present
Job Performance Reporting Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
Metro Nashville Public Schools  August 2008 - January 2013

Skills
Analytics, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Bloomberg Terminal, Access, SPSS, Public Speaking, Social Media, Financial Analysis, Strategic Planning, Research, Team Building

Education
Middle Tennessee State University   2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Kate Redinger Kate Redinger Los Angeles, California Details
Kate Redinger's UBS Wealth Management Experience May 2013 - September 2013
Job Production Assistant at Crown Media Family Networks
Industry Entertainment
Experience
Hallmark Channel  August 2015 - Present
Walking Bird Productions   January 2015 - May 2015
Chi Omega Fraternity, Sigma Alpha Chapter   December 2013 - January 2015
Miami University Department of Media, Journalism and Film   August 2014 - December 2014
Hallmark Channel  June 2014 - August 2014
Inside Hollywood Program- Miami University   January 2014 - January 2014
Chi Omega Fraternity, Sigma Alpha Chapter   December 2012 - December 2013
UBS Wealth Management   May 2013 - September 2013
Chick-fil-A  January 2010 - January 2011

Skills
Social Media, Event Planning, Time Management, Leadership, Teamwork, Video Editing, Entertainment, New Media, Television, Creative Writing, Improvisational Comedy

Education
Miami University   2011 — 2015
Bachelor of Arts (BA), Mass Communication

University of California, Los Angeles
Film and Television

Stephen Stroud Stephen Stroud Houston, Texas Area Details
Stephen Stroud's UBS Wealth Management Experience 1999 - 2002
Job Business development consultant
Industry Oil & Energy
Experience
GoJet Airlines  July 2014 - Present
CFR Team Consultants   July 2012 - Present
Oklahoma State University Institute of Technology  October 2008 - November 2012
Colgan Air  January 2008 - December 2008
SS Professional Svcs   February 1990 - December 2007
U.S. Navy Reserve   May 1997 - May 2005
UBS Wealth Management   1999 - 2002
Morgan Stanley  1997 - 1999
Two Harbors Resorts at Catalina Island   May 1994 - October 1996
Walt Disney World  January 1992 - June 1992

Skills
Aviation, Aircraft, Investments, Piloting, Public Speaking, Customer Service, Microsoft Office, Budget, Team Building, Strategic Planning, Microsoft Excel, Team Leadership, Microsoft Word, PowerPoint, Coaching, Project Management, Leadership, Leadership Development

Education
Metropolitan State University of Denver   1991 — 1993
Bachelor Science, Aviation Management, Economics

Cochise College   1989 — 1991
Associates Science, Aviation

Lakewood High school   1987 — 1988
HS, Long Beach, CA

Columbine High school   1985 — 1987
HS, Littleton, CO

Daniela Schroeck Daniela Schroeck Greater Detroit Area Details
Daniela Schroeck's UBS Wealth Management Experience June 2013 - August 2013
Job Commercial Credit Specialist at Talmer Bank and Trust
Industry Higher Education
Experience
Talmer Bank and Trust  August 2014 - Present
Warner Norcross & Judd LLP  December 2012 - August 2014
Michigan State University  August 2010 - August 2014
UBS Wealth Management   June 2013 - August 2013

Skills
Microsoft Excel, HTML scripting, Microsoft Word, PowerPoint, Access, Bloomberg Terminal, Facebook

Education
Eli Broad College of Business   2012 — 2014
Finance, General

Michigan State University   2010 — 2014
Bachelor of Arts (B.A.), Finance, Senior

Raphael Aronowicz Raphael Aronowicz Toronto, Canada Area Details
Raphael Aronowicz's UBS Wealth Management Experience June 2008 - March 2011
Job Deputy Chief Investment Strategist and Associate Portfolio Manager at Yorkville Asset Management
Industry Financial Services
Experience
Yorkville Asset Management   January 2013 - Present
Yorkville Asset Management   May 2011 - January 2013
UBS Wealth Management   June 2008 - March 2011
Bank Leumi  May 2007 - September 2007

Skills
Structured Products, Derivatives Trading, Financial Modeling, Alternative Investments, Volatility Arbitrage, Derivatives, Equity Research, Investments, Equities, Strategy, Trading, Valuation, Asset Management, Portfolio Management, Wealth Management

Education
McGill University   2005 — 2008
BA, Economics

Linh T Nguyen Linh T Nguyen Greater New York City Area Details
Linh T Nguyen's UBS Wealth Management Experience May 2012 - August 2012
Job Assistant to CEO at Medelab
Industry Financial Services
Experience
Medelab   June 2015 - Present
PG Bank   April 2014 - June 2015
Princeton Ivy Capital Advisors   May 2013 - March 2014
UBS Wealth Management   May 2012 - August 2012
Standard Chartered Bank  May 2011 - August 2011
Vietnam Eximbank   June 2010 - September 2010

Skills
Microsoft Excel, Financial Analysis, Valuation, Writing, Financial Modeling, Microsoft Office, Investments, Accounting, Portfolio Management, Management, Finance, Bloomberg, Asset Allocation, Corporate Finance, Credit, Due Diligence, Investment Banking, Fixed Income

Education
Miami University   2010 — 2013
Bachelor's degree, Finance

Bellevue College   2008 — 2010
Associate of Arts in Business Administration

Patrick Jacek Patrick Jacek Greater Chicago Area Details
Patrick Jacek's UBS Wealth Management Experience June 2014 - September 2014
Job Senior Analyst, Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  March 2015 - Present
UBS Wealth Management   June 2014 - September 2014
Northwestern Mutual  May 2013 - December 2013
MCP, Inc.   May 2012 - September 2012
Dealer Product Services  September 2011 - April 2012
Royal Melbourne Country Club  March 2007 - August 2011
Buffalo Grove Park District  April 2008 - September 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Banking, Research, Java, SQL, HTML, Windows, Social Media, Team Leadership, C++, Economics, Public Speaking, Photoshop, Leadership, Finance, Time Management

Education
Miami University   2011 — 2015
Bachelors of Science in Business Administration, Finance, General

Adlai E. Stevenson High School   2008 — 2011

Jonathan Ottarson Jonathan Ottarson Greater Chicago Area Details
Jonathan Ottarson's UBS Wealth Management Experience January 2008 - June 2008
Job Packaging Development Project Manager at HAVI Global Solutions
Industry Packaging and Containers
Experience
HAVI Global Solutions  March 2015 - Present
The Dow Chemical Company  June 2012 - March 2015
The Dow Chemical Company  May 2011 - August 2011
UBS Wealth Management   January 2008 - June 2008

Skills
Management, Six Sigma, Packaging, Budgets, Packaging Engineering, Continuous Improvement, Manufacturing, Plastics, Microsoft Office, Microsoft Excel, Lean Manufacturing, Product Development, Supply Chain Management, Cross-functional Team..., Supply Chain

Education
Michigan State University   2008 — 2012
Bachelor of Science (BS), Packaging

Earl B. Smith Earl B. Smith Birmingham, Alabama Area Details
Earl B. Smith's UBS Wealth Management Experience April 2006 - March 2008
Job Principal at Brooks Advisory Partners, LLC
Industry Management Consulting
Experience
Brooks Advisory Partners, LLC   2010 - Present
Terra Industries Inc.  March 2008 - April 2010
UBS Wealth Management   April 2006 - March 2008
Vulcan Materials Company  May 1982 - October 2005

Skills
Mergers & Acquisitions, Investment Management, Strategic Planning, Financial Consulting &..., Management Consulting, Leadership, New Business Development, Executive Management, Investment Advisory, Contract Negotiation, Management, Portfolio Management, P&L Management, Profitability..., Team Leadership &..., Corporate Development, Financial Planning, Strategy Development &..., General Management, Corporate Governance, Legal Issues, International Business..., Team Leadership, Finance, International Business, Strategy, Business Development

Education
Wichita State University
MBA, Finance & Marketing

MidAmerica Nazarene University
Bachelor's, Chemistry

PJ (Paul) Kirby PJ (Paul) Kirby Greater Nashville Area Details
PJ (Paul) Kirby's UBS Wealth Management Experience April 2012 - Present
Job Client Resolution Specialist at UBS Wealth Management
Industry Computer Software
Experience
UBS Wealth Management   April 2012 - Present
Comcast Cable  February 2010 - April 2012

Education
Middle Tennessee State University   2012 — 2016
Bachelor's degree, Computer Science, Sophomore

David P. Kopischke, CFP® David P. Kopischke, CFP® Greater Minneapolis-St. Paul Area Details
David P. Kopischke, CFP®'s UBS Wealth Management Experience August 2012 - August 2014
Job Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2012 - August 2014
UBS Financial Services Inc.  August 2006 - August 2012
Piper Jaffray  November 2004 - August 2006

Skills
Financial Services, Wealth Management, Series 7, Retirement, Asset Allocation, FINRA, Series 66, Financial Planning, Practice Management, Finance, Securities

Education
Minnesota State University, Mankato   1994 — 1999
BS, Finance

Joseph Bruce Joseph Bruce Mount Juliet, Tennessee Details
Joseph Bruce's UBS Wealth Management Experience May 2012 - January 2014
Job Associate Director, Corporate Center UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   May 2012 - January 2014
UBS Wealth Management   December 2007 - May 2012

Skills
Management

Education
Middle Tennessee State University   2004 — 2007
Bachelor of Science (BS), Business Administration and Management, General

Morgan Richard Morgan Richard Miami/Fort Lauderdale Area Details
Morgan Richard's UBS Wealth Management Experience July 2009 - December 2009
Job Cruise Line Purchasing & Inventory Manager Cargill
Industry Retail
Experience
Cargil  February 2014 - Present
Abercrombie & Fitch  September 2011 - January 2013
Abercrombie & Fitch  February 2011 - September 2011
Abercrombie & Fitch, Memphis TN   April 2010 - February 2011
UBS Wealth Management   July 2009 - December 2009

Skills
Store Management, Store Operations, People Development, Inventory Management, International..., New Store Openings, Merchandising, Visual Merchandising, Training, Marketing, Sales Management, Customer Service

Education
   2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General

Adam Tschida Adam Tschida Nashville, Tennessee Details
Adam Tschida's UBS Wealth Management Experience October 2012 - Present
Job Client Resolution Specialist at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   October 2012 - Present
Middle Tennessee State University  January 2007 - May 2012

Skills
Financial Analysis, Statistical Data..., Microsoft Excel, Econometrics, SWOT analysis, Microsoft Office, R, Analytics, Public Speaking, Bloomberg Terminal, Statistics, QuickBooks

Education
Middle Tennessee State University   2013 — 2015
Bachelor's Degree, Accounting

Middle Tennessee State University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Middle Tennessee State University   2007 — 2012
Bachelor's Degree, Economics

Sharvis Mitchell Dawkins Sharvis Mitchell Dawkins Greater Nashville Area Details
Sharvis Mitchell Dawkins's UBS Wealth Management Experience July 2014 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   July 2014 - Present
Capital Financial Group/MassMutual   September 2012 - Present
Elite South Field Services   July 2012 - May 2014
Caterpillar Financial  May 2013 - August 2013
Manifest Foundation   October 2012 - July 2013
Dawkins Contracting   May 2010 - August 2012

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Research, Photoshop, Budgets, Public Speaking, Event Planning, Editing, Windows, English, Event Management, General Insurance, Annuity Sales, Variable Annuities, Fixed Annuities, Offshore Operations

Education
Middle Tennessee State University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Insurance and Finance

Martin Luther King High School   2006 — 2010

Rodion Gusev Rodion Gusev Toronto, Canada Area Details
Rodion Gusev's UBS Wealth Management Experience November 2006 - June 2007
Job Graduate Student at University of Toronto
Industry Writing and Editing
Experience
betaworks  October 2013 - Present
Ecom Access  January 2012 - August 2012
Share Results  May 2011 - January 2012
Income Access  May 2011 - January 2012
Ecom Access  May 2011 - January 2012
Daj.com   May 2010 - September 2010
Rutgers University Press  September 2008 - April 2009
UBS Wealth Management   November 2006 - June 2007

Skills
Affiliate Marketing, Copywriting, Wordpress, Online Marketing, Social Media, Email Marketing, Writing, Social Media Marketing, Content Management, E-commerce, Copy Editing, Research, Press Releases, Public Relations, HTML, Microsoft Office, Editing, WordPress, Web Content

Education
University of Toronto   2012 — 2013
Master of Arts (M.A.), English Literature

McGill University   2009 — 2011
Arts, English Literature, Economics

Rutgers, The State University of New Jersey-New Brunswick   2007 — 2009
Arts & Science, English, Physics, Economics

Deirdre Racanelli Deirdre Racanelli Greater Nashville Area Details
Deirdre Racanelli's UBS Wealth Management Experience March 2015 - Present
Job Associate Director at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   March 2015 - Present
Aspect Software  July 2013 - March 2015
MTV Networks  June 2012 - July 2013
Comdata  April 2007 - November 2009
Countrywide Home Loans  2002 - 2007
US Cellular  2000 - 2002

Skills
Analysis, Banking, Finance, Leadership, Strategic Planning, Investments, Vendor Management, Accounting, Portfolio Management, Goal-driven leader, Teamwork, Financial Analysis, Critical Thinking, Credit Analysis, Access, Sales Operations, Financial Risk, Flexible team player, Mutual Funds, Training, Time Management, Management, Highly analytical..., Six Sigma, Strategy, Customer Service, Budgets, Team Building

Education
Southern New Hampshire University   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

Middle Tennessee State University
BA, Business

Philip Benavides, MBA Philip Benavides, MBA Greater Nashville Area Details
Philip Benavides, MBA's UBS Wealth Management Experience March 2014 - December 2014
Job AVP | Financial Advisor at Merrill Edge
Industry Capital Markets
Experience
Merrill Edge  February 2015 - Present
UBS Wealth Management   March 2014 - December 2014
Avondale Partners  April 2012 - March 2014

Skills
Financial Statement..., Valuation, Microsoft Excel, Management, Series 7, Equity Research Analysis, Series 63, Series 86, Series 87, Series 66

Education
Middle Tennessee State University
Bachelors of Business Administration, Economics/ Finance

Middle Tennessee State University
MBA, Finance

Aaron P. Walton Aaron P. Walton Greater Nashville Area Details
Aaron P. Walton's UBS Wealth Management Experience March 2015 - Present
Job Compliance Analyst at UBS Business Solutions Center
Industry Accounting
Experience
UBS Wealth Management   March 2015 - Present
Deloitte  December 2013 - February 2015
HCA  September 2013 - October 2013
Deloitte  June 2013 - August 2013
Deloitte  July 2012 - August 2012
Deloitte  June 2012 - July 2012
Deloitte  June 2011 - August 2011

Skills
Auditing, Accounting, Microsoft Excel, Financial Analysis, Internal Controls

Education
Middle Tennessee State University   2013 — 2015
Master's of Accountancy (MAcc), Accounting

Tennessee State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.60

Brittany (Gager) Siegel Brittany (Gager) Siegel Chicago, Illinois Details
Brittany (Gager) Siegel's UBS Wealth Management Experience February 2011 - June 2012
Job Assistant Vice President, Associate Account Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  January 2013 - Present
UBS  June 2012 - January 2013
UBS Wealth Management   February 2011 - June 2012
DTN Management  January 2008 - December 2010
Wharton Center for the Performing Arts   September 2006 - May 2009

Skills
Series 3, Series 7, Series 66, FINRA, PowerPoint, Mutual Funds, Wealth Management, Asset Allocation, Microsoft Excel

Education
Michigan State University   2005 — 2009
Bachelor of Arts, Marketing

Rockford High School   2001 — 2005
Diploma, General Education

Joseph Drier III, CFP Joseph Drier III, CFP Greater Boston Area Details
Joseph Drier III, CFP's UBS Wealth Management Experience November 2007 - Present
Job Senior Vice President Investments, The HarborView Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management   November 2007 - Present
Morgan Stanley  December 1999 - November 2007

Education
Merrimack College   1987 — 1991
Bachelors, Finance, Economics

Mount Saint Charles Academy   1981 — 1987

Ishviyan de Saram Ishviyan de Saram Greater New York City Area Details
Ishviyan de Saram's UBS Wealth Management Experience January 2008 - March 2011
Job Senior Consultant at EY
Industry Financial Services
Experience
EY  January 2014 - Present
Capco  September 2012 - January 2014
Oppenheimer & Co.   March 2011 - September 2012
UBS Wealth Management   January 2008 - March 2011
Deutsche Bank  June 2007 - January 2008

Skills
AML, KYC, Due Diligence, Business Analysis, USA PATRIOT Act, OFAC, Risk Management, SDLC, Data Analysis, Compliance, Fraud Detection, Process Flow..., Project Management, Actimize, System Integration..., Requirements Gathering, Gap Analysis, Root Cause Analysis, System Implementations, Quality Center, Fraud, LexisNexis, Mantas, Factiva, FinCEN, Surveillance, SQN, Series 7, PowerPoint, Excel, Word, Visio, Program Management, Fraud Prevention, ACAMS

Education
Rollins College   2003 — 2007
Bachelor of Arts (B.A.), Economics

Middlebury College   2005 — 2005
Spanish Summer Language School

Peter Mellen Peter Mellen Boston, Massachusetts Details
Peter Mellen's UBS Wealth Management Experience June 2006 - August 2006
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company  2014 - Present
Keurig Green Mountain, Inc.   June 2013 - August 2013
Terry Precision Cycling  February 2009 - June 2012
Abernathy Partners   August 2008 - December 2009
Bear Stearns  2007 - 2008
UBS Wealth Management   June 2006 - August 2006

Education
Tuck School of Business at Dartmouth   2012 — 2014
Master of Business Administration (M.B.A.)

Middlebury College   2003 — 2007
BA

University of Otago   2005 — 2005
Semester Abroad

Bruce Marchetti Bruce Marchetti Manchester, Tennessee Details
Bruce Marchetti's UBS Wealth Management Experience February 2015 - Present
Job Student at Middle Tennessee State University
Industry Marketing and Advertising
Experience
UBS Wealth Management   February 2015 - Present
Wal-Mart Inc  March 2012 - Present
The First Noelle   2014 - 2014

Skills
Retail, Customer Service, Merchandising, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Cashiering, Inventory Management, Facebook, Sales

Education
Middle Tennessee State University   2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing

Erik Rostad Erik Rostad New York, New York Details
Erik Rostad's UBS Wealth Management Experience May 2010 - September 2010
Job Assistant Vice President, Global Markets at Citizens Financial Group, Inc.
Industry Capital Markets
Experience
Citizens Financial Group, Inc.   April 2015 - Present
Cambridge Mercantile  October 2012 - March 2015
UBS Wealth Management   May 2010 - September 2010

Skills
Foreign Exchange, Global Payments, Social Media Marketing, Marketing, Wealth Management, Investment Advisory, Asset Allocation, Investments, Fixed Annuities, Equities, Strategic Financial..., Securities, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Wealth, Financial Advisory, FX Options, Options, FX Hedging, Forwards, FX Derivatives, Hedge Accounting, Salesforce.com, Sales

Education
Middlebury College   2006 — 2010
Bachelor of Arts (B.A.), Economics and American Studies

Blair Academy   2005 — 2006

York High School   2001 — 2005

Mathew Libordi, CIMA®, CRPS® Mathew Libordi, CIMA®, CRPS® San Francisco Bay Area Details
Mathew Libordi, CIMA®, CRPS®'s UBS Wealth Management Experience 2007 - 2009
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard  September 2013 - Present
iShares, BlackRock   2009 - September 2013
UBS Wealth Management   2007 - 2009
UBS Wealth Management   2004 - 2007
Federated Investors, Inc.   2002 - 2004
Evergreen Investments  2001 - 2001

Skills
ETFs, Alternative Investments, Structured Products, Mutual Funds, Qualified Retirement...

Education
Michigan State University   1992 — 1996
Bachelor of Science (B.S.), Finance

Paul Murans Paul Murans Indianapolis, Indiana Area Details
Paul Murans's UBS Wealth Management Experience March 2011 - Present
Job Senior Vice President Wealth Management UBS
Industry Financial Services
Experience
UBS Wealth Management   March 2011 - Present
Merrill Lynch  April 2003 - March 2011

Education
Southwest Missouri State University   1996 — 1999
BS, Business, Finance

John B. Ashley John B. Ashley Greater Philadelphia Area Details
John B. Ashley's UBS Wealth Management Experience April 2002 - April 2005
Job Senior Counsel at HartfordFunds
Industry Law Practice
Experience
Hartford Funds  July 2014 - Present
Deutsche Asset & Wealth Management  May 2005 - December 2013
UBS Wealth Management   April 2002 - April 2005
Latham & Watkins  May 1998 - April 2002
Sidley Austin (formerly Brown & Wood)   October 1995 - April 1998
Brown & Wood  1995 - 1998

Skills
Mutual Funds, Investment Company Act, Broker-Dealer, FINRA, Asset Management, Transfer Agency, Contract Negotiation, 529 Plans, Corporate Governance, Securities Regulation, Hedge Funds, Securities, Asset Managment, Investment Advisers Act, SEC, Investment Advisory, Series 7, AML, Investments, Investment Management, Financial Advisory, Corporate Finance, Due Diligence, Legal Research, Capital Markets, Financial Services, Distribution

Education
The College of William and Mary - Marshall Wythe Law School   1992 — 1995
JD

Middlebury College
BA, Political Science/Spanish

Middlebury College
MA, Spanish

Geoffrey Centner Geoffrey Centner Greater Chicago Area Details
Geoffrey Centner's UBS Wealth Management Experience June 2009 - Present
Job Executive Director at UBS Wealth Management, Branch Manager
Industry Financial Services
Experience
UBS Wealth Management   June 2009 - Present
Merrill Lynch  2007 - 2009
Morgan Stanley  August 1998 - June 2007

Education
Michigan State University   1986 — 1990

Patrick dePenaloza Patrick dePenaloza Chicago, Illinois Details
Patrick dePenaloza's UBS Wealth Management Experience June 2011 - August 2011
Job Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  October 2014 - Present
Invesco  July 2012 - October 2014
UBS Wealth Management   June 2011 - August 2011

Skills
Microsoft Office, PowerPoint, Word, Excel, Team Leadership, Investments, Portfolio Management, Fixed Income Portfolio..., Asset Allocation, Financial Analysis, Mutual Funds, Series 7, Sales, Sales Management, Corporate Finance, Finance, Financial Risk

Education
Miami University   2008 — 2012
Finance

M.U. Dolibois European Center   2010 — 2010
International Business

Chaminade College Preparatory   2001 — 2008

Aaron Ziegler Aaron Ziegler Detroit, Michigan Details
Aaron Ziegler's UBS Wealth Management Experience June 2009 - August 2009
Job Executive Purchase Banker NMLS#964572
Industry Banking
Experience
Quicken Loans  August 2012 - Present
UBS Wealth Management   June 2009 - August 2009
Vector Marketing  June 2007 - September 2007

Skills
Writing, Sales, Microsoft Excel, Leadership, PowerPoint, Customer Service, Microsoft Office, Training, Time Management, Financial Analysis, Banking, Accounting, Access, Finance, Investments, Teamwork

Education
Michigan State University   2007 — 2012
Bachelor of Arts (B.A.), Finance

Michigan State University - Eli Broad School of Business   2007 — 2012
B.A., Finance

Dennis Lastine Dennis Lastine Greater Minneapolis-St. Paul Area Details
Dennis Lastine's UBS Wealth Management Experience July 2000 - June 2007
Job Notary Signing Agent
Industry Consumer Services
Experience
Notary Public  2012 - Present
SendOutCards  March 2010 - Present
BNI - Network Results   2010 - 2011
Wells Fargo Investments  June 2007 - March 2010
UBS Wealth Management   July 2000 - June 2007
Paine Webber  October 1994 - July 2000
Kidder Peabody  April 1977 - October 1994
U.S. Army Ranger   November 1968 - May 1970

Skills
Customer Service, Leadership, Team Building, CRM, Sales, Real Estate, Strategic Planning, Time Management, Marketing, Account Management, Notary Public, Finance, Insurance, Retail, Coaching, Sales Management, Training, Selling, Marketing Strategy

Education
Management Internship Program (MIP)   1968 — 1968
Business Certificate, Business, Management, Marketing, and Related Support Services

Minnesota State University, Mankato   1964 — 1968
BA, Business/major, Psychology/minor

David Rosenblatt David Rosenblatt Greater Philadelphia Area Details
David Rosenblatt's UBS Wealth Management Experience September 2013 - June 2015
Job Graduate Student at Temple University
Industry Financial Services
Experience
Temple University  June 2015 - Present
UBS Wealth Management   September 2013 - June 2015
Universal Display Corporation  November 2012 - April 2013

Education
McDaniel College   2008 — 2012
Accounting and Economics, Business Administration

Friends' Central School   2004 — 2008
Diploma

Radovan Studník Radovan Studník Liechtenstein area Details
Radovan Studník's UBS Wealth Management Experience September 2012 - March 2013
Job Internship at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   September 2012 - March 2013
First Private Investment Management   May 2011 - July 2011
Internationaler Bund e.V., Verbund Württemberg   June 2010 - August 2010
Lutherus, s.r.o.   July 2009 - September 2009
ZFP Akademie a.s.   May 2003 - December 2006

Skills
Teamwork, Econometrics, Corporate Finance, Financial Analysis, Logistics, Investment Strategies, Bloomberg Terminal, SAS/SQL, VBA, Matlab, Portfolio Optimization, Macroeconomics

Education
University of Liechtenstein   2011 — 2014
Master of Science (MSc), Banking and Financial Management, pass with great success

Fachhochschule Nordwestschweiz   2010 — 2011
Exchange semester, Business Administration (International Management)

Masaryk University Brno, Faculty of Economics and Administration   2006 — 2011
Master of Science (MSc), Finance, very good

Masaryk University Brno, Faculty of Economics and Administration   2006 — 2009
Bachelor's degree, National Economy

James Alfonso James Alfonso Pittsburgh, Pennsylvania Details
James Alfonso's UBS Wealth Management Experience October 2011 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2011 - Present
BDT Beverage  September 2009 - October 2011
CED  October 2007 - March 2009

Education
Middle Tennessee State University   2002 — 2007
Bachelor of Science (B.S.), Organizational Communication, General

A. Vicki Villanueva A. Vicki Villanueva Greater New York City Area Details
A. Vicki Villanueva's UBS Wealth Management Experience March 2001 - July 2005
Job Consultant
Industry Marketing and Advertising
Experience
ESTEE LAUDER  November 2014 - Present
Beauty Solutions by Vicki   January 2014 - Present
Vicki's Esthetics   June 2010 - Present
Aspire Higher   2010 - 2010
UBS  1998 - 2010
UBS Wealth Management   March 2001 - July 2005

Skills
Esthetician, Customer Service, Sales, Coaching, Leadership Development, Recruiting, Marketing Management, Retail, Cosmetics, CRM, Direct Sales, New Business Development, Management, Leadership, Social Media, Time Management, Training, Social Networking, Product Marketing, Beauty Industry, Skin Care, Advertising, Teamwork, Trade Shows, Event Planning, B2B, Lead Generation, Brand Management, Relationship Management, Integrated Marketing, Customer Acquisition, Relationship Marketing, Employee Training, Online Marketing, Business Networking, Email Marketing, Event Management

Education
Berkowits School Laser Hair Removal   2015 — 2015
Aesthetician, Aesthetician/Esthetician and Skin Care Specialist

International Dermalogica Institute   2011 — 2013
Professional Skincare Specialist, Aesthetician/Esthetician and Skin Care Specialist

Atelier Esthetique   2010 — 2011
Licensed, Esthetiques

Mercy College   2001 — 2003
MS, Direct Interactive Marketing

Boricua College
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

MLMU
Network Marketing

Courtney Manning Oldrin Courtney Manning Oldrin Greater New York City Area Details
Courtney Manning Oldrin's UBS Wealth Management Experience September 2002 - October 2003
Job Executive Director, Brand Marketing & Communications at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2012 - Present
MF Global  May 2007 - November 2011
XL Capital Assurance  March 2005 - May 2007
Lightyear Capital  October 2003 - March 2005
UBS Wealth Management   September 2002 - October 2003
Burson-Marsteller  October 2000 - September 2002
The White House  May 1999 - September 1999
U.S. Environmental Protection Agency   1994 - 1997
U.S. Office of Management and Budget   August 1993 - October 1994
Newberger, Greenberg & Associates   September 1991 - September 1992

Skills
Integrated Marketing, Strategy, Marketing Communications, Brand Management, Advertising, Corporate Communications, Creative Direction, Editing, Message Development, Leadership, Marketing, Strategic Communications, Public Relations, Brand Development, Writing, Institutional Marketing, Digital Strategy, Cross-functional Team..., Online Advertising, Business Planning, Social Media, Web Content, Creative Campaign..., Media Planning, Management, Media Relations, Crisis Communications, Business Development, Investor Relations, Fundraising, Press Releases, Corporate Branding, Performance Management, Financial Communications, Content Development, Content Marketing, Strategic Planning

Education
McGill University
Bachelor of Arts (B.A.), Political Science and Government

University of Maryland - Robert H. Smith School of Business
MBA, Marketing

John C. Schneider John C. Schneider Greater New York City Area Details
John C. Schneider's UBS Wealth Management Experience January 2007 - November 2012
Job Senior Operations Analyst
Industry Financial Services
Experience
E*TRADE Financial Corporation  November 2014 - Present
Rutgers Business School  September 2014 - November 2014
UBS Wealth Management   January 2007 - November 2012
Merrill Lynch  August 1989 - December 2007

Skills
Securities, Equities, Retirement, Wealth Management, Fixed Income, Mutual Funds, CRM, Strategy, Process Improvement, Leadership, Vendor Management, Management, Financial Services, Analysis, Project Planning, Portfolio Management, Team Building, Relationship Management, Banking, Operations Management, Access, Risk Management, Series 7, Investments, Asset Management, Bloomberg, Executive Management, Hedge Funds, Middle Office

Education
Middlesex County College   1986 — 1987

Middlesex County College

Matthew Lindsay Matthew Lindsay Columbus, Ohio Area Details
Matthew Lindsay's UBS Wealth Management Experience August 2001 - August 2004
Job Senior Vice President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard  September 2004 - Present
UBS Wealth Management   August 2001 - August 2004

Skills
Investments, Finance, Mortgage Lending, Financial Structuring, Healthcare, Bonds, Financial Modeling, Financial Analysis, Due Diligence, Investment Banking, Valuation, Mergers & Acquisitions, Asset Management, Capital Markets, Real Estate Economics, Portfolio Management, Strategic Planning, Corporate Finance, Series 7

Education
Miami University

University of Denver - Daniels College of Business
Masters of Science in Finance

Shari Crook Shari Crook Jackson, Mississippi Area Details
Shari Crook's UBS Wealth Management Experience June 2014 - September 2015
Job Reverse Mortgage Specialist at New Castle Mortgage
Industry Banking
Experience
New Castle Mortgage   September 2015 - Present
UBS Wealth Management   June 2014 - September 2015
Security One Lending  June 2012 - June 2014
MetLife Bank  May 2010 - June 2012
Trustmark National Bank  January 2001 - April 2010
BNI  2007 - 2009
Wells Fargo Home Mortgage  2000 - 2001

Skills
Mortgage Banking, Mortgage Lending, Loans, Refinance, Residential Mortgages, Loan Origination, Reverse Mortgages, Small Business, Sales, Residential Homes, Leadership, Management, Underwriting, Referrals, Banking, Customer Service, Marketing, Retirement Planning, Credit Analysis, Networking, Referral Networking, Building Strong...

Education
Clayton College   1990 — 1994
Nutrition

Miami Dade College   1975 — 1977
General Studies

Nita Thakrar Nita Thakrar Toronto, Canada Area Details
Nita Thakrar's UBS Wealth Management Experience September 1988 - November 2003
Job Business Consultant at BMO Financial Group
Industry Banking
Experience
BMO Financial Group  March 2014 - Present
Manulife Financial  December 2013 - February 2014
RBC Investor Services  October 2011 - November 2013
Canadian Banks   March 2004 - July 2011
UBS Wealth Management   September 1988 - November 2003

Skills
SDLC, Capital Markets, Risk Management, Derivatives, Project Management, Information Technology, Business Requirements, Requirements Gathering, User Acceptance Testing, Business Analysis, PMO, Business Process..., Waterfall, Project Portfolio..., Requirements Analysis, Data Modeling, Systems Analysis, PMP, Sybase, Portfolio Management, Software Project...

Education
University of Toronto   2000 — 2001
Certificate in Internet Business and Technology

McGill University   1984 — 1988
Bsc, Computer Science

Stephanie Morse Shamosh Stephanie Morse Shamosh Greater New York City Area Details
Stephanie Morse Shamosh's UBS Wealth Management Experience 1985 - 1999
Job Director, Employee Relations and Policy at The Guardian Life Insurance Company of America
Industry Human Resources
Experience
The Guardian Life Insurance Company of America  March 2011 - Present
UBS Financial Services Inc  1999 - 2010
UBS Wealth Management   1985 - 1999
PaineWebber  1985 - 1999
Office of the District Attorney, Kings County NY   September 1978 - September 1985

Skills
Employee Relations, Employment Law, Mediation, Employee Engagement, Human Resources, Litigation, Arbitration, Conflict Resolution, Policy, Training, Program Management, Dispute Resolution, Alternative Dispute..., Succession Planning, Leadership, Legal Compliance, Management, Strategy, Talent Management, Performance Management, Employee Benefits, HR Policies, Workforce Planning, Deferred Compensation

Education
Maurice A. Deane School of Law at Hofstra University   1975 — 1978
JD, Law

University of Rochester   1971 — 1975
BA, English Literature

Andrew Carrier Andrew Carrier Greater Los Angeles Area Details
Andrew Carrier's UBS Wealth Management Experience October 2006 - September 2011
Job Senior Vice President at NorthCoast Asset Management
Industry Financial Services
Experience
NorthCoast Asset Management  September 2011 - Present
UBS Wealth Management   October 2006 - September 2011
Smith Barney  August 2004 - October 2006

Skills
Series 7

Education
Michigan State University   1999 — 2004
Advertising

Troy High School   1993 — 1997

Karima Rashid Karima Rashid Toronto, Canada Area Details
Karima Rashid's UBS Wealth Management Experience January 2007 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2007 - Present
UBS Bank (Canada) Wealth Management   January 1999 - December 2006

Skills
Wealth Management, Alternative Investments, Equities, Private Banking, Structured Products, Investments, Investment Strategies, Wealth Management..., Investment Advisory, Portfolio Management, Asset Managment, Fixed Income, Hedge Funds, Capital Markets, Derivatives, Investment Management, Asset Allocation, Mutual Funds, Bonds, Financial Markets, Securities

Education
Canadian Securities Institute
CIM, OLC,FCSI

McMaster University
BA

Marc Kopelman Marc Kopelman Greater Denver Area Details
Marc Kopelman's UBS Wealth Management Experience January 2003 - April 2004
Job Consultant
Industry Accounting
Experience
FreightEze.com   June 2010 - November 2012
BKD, LLP., CPAs & Advisors   January 2009 - May 2010
1st Global  March 2006 - November 2007
MSI Group   May 2004 - February 2006
UBS Wealth Management   January 2003 - April 2004
Janus Capital Group  November 1992 - December 2002

Skills
Leadership, Strategic Planning, Process Improvement, Sales, Financial Analysis, Forecasting, Accounting, Business Development, Start-ups, Mergers

Education
Metropolitan State College of Denver   2008 — 2008
Accounting

State University of New York College at Plattsburgh   1990 — 1992
B.S., Communication, General

State University of New York College of Agriculture and Technology at Cobleskill   1988 — 1990
A.A.S., Business

Michael J. Duffy III Michael J. Duffy III Pittsburgh, Pennsylvania Details
Michael J. Duffy III's UBS Wealth Management Experience May 2014 - Present
Job Intern at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
University of Dayton  August 2013 - Present
RuffaloCODY  May 2014 - August 2014

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Financial Reporting, Morningstar, Leadership, Communication, Fundraising, PowerPoint, Event Planning, Social Media, Time Management

Education
University of Dayton   2012 — 2016

Maynooth University   2015 — 2015

Mt. Lebanon High School   2008 — 2012

Taylor Darkoch Taylor Darkoch Pittsburgh, Pennsylvania Details
Taylor Darkoch's UBS Wealth Management Experience May 2012 - August 2012
Job Assistant Buyer
Industry Apparel & Fashion
Experience
American Eagle Outfitters  June 2015 - Present
American Eagle Outfitters  July 2014 - June 2015
Pi Sigma Epsilon Miami University  January 2013 - January 2014
Pi Sigma Epsilon  January 2013 - January 2014
Footsteps Dancewear   August 2004 - December 2013
Vineyard Vines  May 2013 - August 2013
Pi Sigma Epsilon Miami University  February 2012 - January 2013
UBS Wealth Management   May 2012 - August 2012
Kids Helping Kids  October 1999 - February 2011
Berea Children's Home & Family Services   May 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, ThomsonOne, Bloomberg Terminal, Leadership, Human Resource..., Marketing, Market Research, Team Leadership, Project Management, Training, Recruiting

Education
Miami University   2010 — 2014
Bachelor of Science, Marketing and Supply Chain Management

Westlake High School   2006 — 2010

Neil Kvasnak Neil Kvasnak Burlington, Vermont Area Details
Neil Kvasnak's UBS Wealth Management Experience May 2010 - Present
Job Account Vice President UBS Financial Services Inc.
Industry Banking
Experience
UBS Wealth Management   May 2010 - Present

Education
Middlebury College

Eric Stokes Eric Stokes Greater Nashville Area Details
Eric Stokes's UBS Wealth Management Experience May 2005 - April 2007
Job Director of Financial Planning & Analysis at Tri Star Energy, LLC
Industry Oil & Energy
Experience
Tri Star Energy LLC   June 2014 - Present
Morgan Stanley Wealth Management  April 2013 - June 2014
Morgan Stanley Wealth Management  April 2007 - March 2013
UBS Wealth Management   May 2005 - April 2007

Skills
Strategic Financial..., Investment Strategies, Financial Analysis, Financial Modeling, Valuation, Risk Management, Certified Financial..., Strategic Planning, Financial Reporting, Forecasting, Budgets, Strategy, Finance, Sales, Leadership, Financial Planning, Management

Education
Vanderbilt University - Owen Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

The American College   2010 — 2011
CERTIFIED FINANCIAL PLANNER, Wealth Management Planning

Middle Tennessee State University   2000 — 2005
Economics, Business Administration and Management, General

Tina Lefkowitz Tina Lefkowitz Greater New York City Area Details
Tina Lefkowitz's UBS Wealth Management Experience November 1999 - June 2008
Job Supervisor at Marks Paneth LLP
Industry Accounting
Experience
Marks Paneth LLP  June 2014 - Present
WithumSmith+Brown  September 2008 - May 2014
UBS Wealth Management   November 1999 - June 2008
Eisner & Lubin  1995 - 1999
Devon Properties   1987 - 1993
Staten Island Mall   1981 - 1987
First Fidelity Bank  1984 - 1986

Skills
Strategic Financial..., Due Diligence, Investments, Accounting, Tax Preparation, Tax Advisory, Staff Supervision, Financial Statements, Tax Returns, SEC filings, CPA, GAAP, Tax Accounting, Financial Accounting, Accounts Payable, Financial Planning, US GAAP, QuickBooks, Tax, Auditing, Financial Reporting

Education
Rider University   1983 — 1996
Bachelor's degree, Accounting

Middlesex County College   1980 — 1982
Bachelor of Arts (BA), Accounting and Business/Management

Tori Pisciotta Tori Pisciotta Greater Atlanta Area Details
Tori Pisciotta's UBS Wealth Management Experience August 2005 - Present
Job Vice President Investments at UBS Wealth Management, Senior Portfolio Manager, Portfolio Management Program
Industry Financial Services
Experience
UBS Wealth Management   August 2005 - Present
The United States Collegiate Championship   January 2014 - December 2014
Morgan Stanley  December 2000 - August 2005
CIBC Oppenheimer  June 1996 - December 2000

Education
Miami University   1976 — 1977
MBA, Finance

Miami University   1972 — 1976
B.S. in Business Administration, Finance and Marketing Management

Boylan

Tong (Samantha) Xiang Tong (Samantha) Xiang Greater Boston Area Details
Tong (Samantha) Xiang's UBS Wealth Management Experience July 2014 - May 2015
Job Master of Finance Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
UBS Wealth Management   July 2014 - May 2015
UBS Wealth Management   October 2012 - June 2014
Shenyin & Wanguo Securities Co. Ltd.   July 2012 - August 2012
China Minsheng Banking Corp.ltd  July 2011 - August 2011

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

University of California, San Diego   2010 — 2014
Bachelor of Science (B.S.), Mathematics and Economics, Minor Accounting

Lilian Su, CFA Lilian Su, CFA Toronto, Canada Area Details
Lilian Su, CFA's UBS Wealth Management Experience March 2011 - July 2011
Job Senior analyst, Investment Risk Monitoring, Compliance & Valuations at HOOPP (Healthcare of Ontario Pension Plan)
Industry Financial Services
Experience
HOOPP (Healthcare of Ontario Pension Plan)   February 2014 - Present
HOOPP (Healthcare of Ontario Pension Plan)   March 2013 - February 2014
HOOPP  February 2012 - March 2013
McMaster University  September 2009 - December 2011
UBS Wealth Management   March 2011 - July 2011
UBS Wealth Management   January 2011 - March 2011
Liburdi Automation Inc  May 2010 - August 2010

Skills
Financial Modeling, Market Research, Valuation, Fixed Income, Finance, Trading, Analysis, Banking, Financial Risk, Capital Markets, Bloomberg, Business Development, CRM, Corporate Finance, Entrepreneurship, Equities, Financial Analysis, Management, Negotiation, Portfolio Management, Risk Management, Wealth Management

Education
McMaster University   2009 — 2011
MBA, Finance & Strategic Business Valuation

Danielle Singer, CFA Danielle Singer, CFA Greater New York City Area Details
Danielle Singer, CFA's UBS Wealth Management Experience March 2004 - February 2006
Job Senior Client Portfolio Manager, Multi Asset at Invesco US
Industry Investment Management
Experience
Invesco US  June 2014 - Present
UBS Global Asset Management  May 2012 - May 2014
UBS Global Asset Management  August 2007 - May 2012
UBS Global Asset Management  February 2006 - August 2007
UBS Wealth Management   March 2004 - February 2006
Deutsche Bank  May 2002 - March 2004
American Express Financial Advisors  January 2002 - March 2002

Skills
Asset Managment, Mutual Funds, Series 7, Fixed Income, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, Investment Management, Fund Of Funds, Securities, Derivatives, Valuation, Investment Strategies, Series 3, Series 66, French, Chartered Financial..., Alternative Investments, Hedge Funds, Institutional..., Pension Funds, Quantitative Analytics, Separately Managed..., Equity Research, ETFs, Asset Management, Bonds, FINRA, Emerging Markets

Education
The University of Chicago - Booth School of Business   2007 — 2010
MBA, Analytic Finance, Econometrics, Economics

Middlebury College   1997 — 2001
B.A., International Politics & Economics; French

The Chapin School   1985 — 1997

Miana Campbell Miana Campbell San Francisco Bay Area Details
Miana Campbell's UBS Wealth Management Experience May 2015 - Present
Job Wealth Planning Analyst
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
UBS Wealth Management   April 2014 - April 2015
UBS  November 2013 - March 2014
UBS  March 2013 - November 2013
USA Bird Supply   January 2012 - February 2013

Skills
Microsoft Office, Diversity & Inclusion, Segmentation, Online Research, Manage Client..., PowerPoint, Microsoft Excel, Market Research, Customer Insight, Coordinating Events, Business Process..., Employee Training, Microsoft Word, Customer Service, Feedback Management, Offshore Management, Cross Functional Team..., Financial Education, Professional..., Optima, MyCampus, Financial Services, Organizational..., Public Speaking, Relationship Management, Financial Planning

Education
Saint Mary's University, Twickenham (UK)   2013 — 2014
Graduate, International Business Practice

Universidad Veritas   2011 — 2011
Study Abroad, International/Global Studies

Mercyhurst University   2008 — 2011
Bachelor of Arts, Business; Management, 3.7

Anubhav Bhargava Anubhav Bhargava Greater New York City Area Details
Anubhav Bhargava's UBS Wealth Management Experience June 2009 - August 2009
Job General Manager at Maple
Industry Food & Beverages
Experience
Maple  August 2015 - Present
Colonie   February 2015 - July 2015
Verjus   February 2013 - June 2014
Frenchie/Frenchie Bar à Vins   July 2012 - February 2013
Tintilou   February 2012 - June 2012
Bar Suzette   June 2011 - August 2011
Union Square Hospitality Group  September 2010 - June 2011
UBS Wealth Management   June 2009 - August 2009
Not On The Moon Yet Productions   June 2008 - July 2008
Blue Spruce Global Advisors   May 2007 - August 2007

Skills
Access, Recruiting, French, Marketing, Hedge Funds, Human Resources, Investments, Microsoft Office, Research, Financial Modeling, Leadership

Education
McGill University
Bachelor of Arts, Economics, Finance

Ecole Supérieure de Cuisine Française   2011 — 2012
French Cuisine

Tyler Wayne Tyler Wayne San Diego, California Details
Tyler Wayne's UBS Wealth Management Experience May 2011 - August 2011
Job Living Benefit Rider Specialist at LBCalc
Industry Financial Services
Experience
Living Benefit Calculator   March 2015 - Present
Broadridge Financial Solutions  August 2014 - January 2015
Tradition Energy  July 2012 - March 2014
Maxim Group  January 2012 - June 2012
UBS Wealth Management   May 2011 - August 2011

Skills
Analysis, Investments, Equities, Portfolio Management, Management Consulting, Financial Markets, Sales, Financial Services

Education
Mercy College   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Kim R. Jenson Kim R. Jenson Greater Chicago Area Details
Kim R. Jenson's UBS Wealth Management Experience 2010 - 2013
Job Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2013 - Present
UBS Wealth Management   2010 - 2013
UBS Wealth Management   2009 - 2010
Piper Jaffray / UBS   1991 - 2009
Norwest Bank (Wells Fargo)   1979 - 1991

Education
Minnesota State University, Mankato   1989 — 1992
BS, Management/Marketing

Darin McBride, CRPC® Darin McBride, CRPC® Greater Detroit Area Details
Darin McBride, CRPC®'s UBS Wealth Management Experience May 2005 - Present
Job First Vice President Wealth Management, Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management   May 2005 - Present
Munder Capital Managment - Comerica Bank   March 1995 - April 2004
Rockwell International  1990 - 1995

Education
University of Wisconsin-Madison   1995 — 1996
Master of Science (MS), Finance

Michigan State University   1985 — 1989
Bachelor of Science (BS), Engineering

Na'im Mabry Na'im Mabry Greater New York City Area Details
Na'im Mabry's UBS Wealth Management Experience 2012 - 2013
Job District Manager | 401k | HCM | Retirement Plans
Industry Financial Services
Experience
ADP  July 2015 - Present
ADP  July 2014 - Present
UBS Wealth Management   2012 - 2013
JPMorgan Chase  2010 - 2012
JPMorgan Chase  2005 - 2010
Merrill Lynch  2004 - 2004
United States Army National Guard  1997 - 2003

Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Wealth Management, Asset Allocation, Finance, Retirement, Series 65, Financial Services, Securities, Equity Derivatives, Separately Managed..., Alternative Investments, ETFs, Portfolio Management, Business Development, Equities, Financial Analysis, Investments, CRM, Sales Management, Sales Process, New Business Development, Account Management, Sales, Strategic Planning, Retirement Planning

Education
Mercy College   2002 — 2005
BS, Business Administration

goshen high school

goshen high school

Jim Monnett Jim Monnett Cleveland/Akron, Ohio Area Details
Jim Monnett's UBS Wealth Management Experience Acct. VPPaine WebberOctober 1964 - July 2000
Job Retired at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Acct. VPPaine WebberOctober 1964 - July 2000

Education
Miami University   1956 — 1960
Bachelor of Arts (B.A.), American History (United States)with Minor in English Lit., 3.3 accum.

Tom Smart Tom Smart Tulsa, Oklahoma Area Details
Tom Smart's UBS Wealth Management Experience June 2007 - April 2009
Job Pastor of Worship @ First Baptist Inola
Industry Religious Institutions
Experience
First Baptist Inola   June 2014 - Present
Spring Creek Baptist Church  June 2011 - June 2014
Providence Baptist Church  June 2009 - May 2011
UBS Wealth Management   June 2007 - April 2009
United States Army Reserve  July 1998 - July 2006

Skills
Piano, Music, Theology, Public Speaking, Non-profits, Worship Leading, Choral Conducting, Orchestral Music, Audio Engineering, Teaching, Nonprofits, Preaching, Discipleship, Band, Church Events, Biblical Studies, Pastoral Care, Religion, Bands, Singing, Choral

Education
The Southern Baptist Theological Seminary   2009 — 2011
Master of Arts in Worship Leadership, Worship Leading

Middle Tennessee State University   2006 — 2008
Business Administration, Management

Courtney McManus Courtney McManus Greater New York City Area Details
Courtney McManus's UBS Wealth Management Experience September 2012 - May 2015
Job Assistant Group Manager at La Ferla Group LLC
Industry Financial Services
Experience
La Ferla Group LLC   May 2015 - Present
Pathmark Stores, Inc.   January 2011 - June 2015
UBS Wealth Management   September 2012 - May 2015

Education
Molloy College   2011 — 2015
Bachelor of Science (B.S.), Accounting

Sewanhaka High School   2005 — 2011

Jason Braun Jason Braun Greater Detroit Area Details
Jason Braun's UBS Wealth Management Experience November 2006 - Present
Job Financial Advisor with Norris Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management   November 2006 - Present
Ameriprise Financial Services, Inc.   November 2005 - November 2006

Education
Michigan State University   2001 — 2005
Economics

Susan Gerner Susan Gerner Greater New York City Area Details
Susan Gerner's UBS Wealth Management Experience March 2007 - July 2009
Job Executive Team Assistant of National Sales and WMAG West at UBS
Industry Financial Services
Experience
UBS  July 2011 - Present
UBS Wealth Management   March 2007 - July 2009
The Himmel Group   November 2005 - February 2007
Calvin Klein Jeans  June 2001 - May 2005
Gap Inc.  August 1996 - June 2001

Skills
Outlook, Time Management

Education
Devry   1999 — 2001
AA, Business Information Systems

Middlesex County College   1992 — 1994
transfer, Liberal Arts

Mike Warne, AAMS® Mike Warne, AAMS® Fort Collins, Colorado Area Details
Mike Warne, AAMS®'s UBS Wealth Management Experience March 2006 - July 2015
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  July 2015 - Present
UBS Wealth Management   March 2006 - July 2015
Edward Jones  October 2002 - March 2006
Waterpik Technologies  July 2000 - July 2002

Education
Mississippi State University   1990 — 1995
BS, Industrial Technology

Meridian High School   1987 — 1990

Hussein Amad Hussein Amad Toronto, Canada Area Details
Hussein Amad's UBS Wealth Management Experience January 2008 - June 2010
Job President & CEO at Yorkville Asset Management
Industry Financial Services
Experience
Yorkville Asset Management   January 2010 - Present
UBS Wealth Management   January 2008 - June 2010
Scotia Cassels Investment Counsel   August 2000 - December 2007

Skills
Asset Management, Portfolio Management, Risk Management, Strategic Planning, Wealth Management, Equities, Private Equity, Investment Strategies, Mutual Funds, Structured Products, Economics

Education
CFA (Y2000)
CFA, Finance

McGill University   1986 — 1990
B. Comm, Finance

CGA (1997)
CGA, Accounting

Misc
CSC, PFP, OLC, DFC, FLC, PDO

Edwin Aristor Edwin Aristor Greater New York City Area Details
Edwin Aristor's UBS Wealth Management Experience 2008 - 2009
Job Local Delivery Manager at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems  June 2015 - Present
TEKsystems  December 2012 - June 2015
TEKsystems  January 2011 - December 2012
Wells Fargo Financial/Wells Fargo Bank   July 2009 - December 2010
UBS Wealth Management   2008 - 2009
St John's University  2005 - 2009
Scher Financial Group, MetLife   2004 - 2005

Skills
Finance, Banking, Risk Management, Vendor Management, IT Service Delivery, IT Recruitment, Team Leadership, Information Technology, Management, SDLC, Business Analysis, Recruiting, Outsourcing, Networking, Staff Augmentation, Project Management, Customer Satisfaction, Interviews, Consulting, Temporary Placement, Infrastructure, Disaster Recovery, Microsoft Office, Human Resources, Technical Support, Technical Recruiting, Leadership, Network Administration, Windows, Sourcing, Process Improvement, Service Delivery, IT Management, Visio, Access, Internet Recruiting, CRM, System Administration, Business Development, Applicant Tracking..., Training, Software Documentation, Staffing Services, Business Intelligence, Team Management, ITIL

Education
Molloy College   2012 — 2014
Master of Business Administration (MBA), Business Management

Saint John's University - Peter J. Tobin College of Business   2005 — 2009
B.S, Finance, Cum Laude

Kellenberg Memorial High School

Brian Yen Brian Yen Dallas, Texas Details
Brian Yen's UBS Wealth Management Experience January 2015 - April 2015
Job Student at Southern Methodist University
Industry Financial Services
Experience
UBS Wealth Management   January 2015 - April 2015
The AroundCampus Group  May 2014 - August 2014
University Directories  May 2013 - August 2013
Vector Marketing  May 2012 - August 2012

Skills
Spanish-speaking, Portuguese-speaking, Dual Citizenship-Brazil..., Sales, Goal Oriented, Interpersonal..., Team-oriented, Telephone Skills, People Skills, Highly motivated..., Highly detail oriented, People-oriented, Advertising, Building Relationships, Self-driven, Selling, Time Management, Interpersonal..., Leadership, Public Speaking, Relationship Building, Teamwork, Spanish

Education
Southern Methodist University - Cox School of Business   2012 — 2015
Business Administration and Management

McGill University - Macdonald Campus   2012 — 2012
14.5 Transfer Credits for Science

Episcopal School of Dallas   2008 — 2012
High School

Austin Martin Austin Martin Greater New York City Area Details
Austin Martin's UBS Wealth Management Experience October 2006 - July 2009
Job Private Family Office Relationship Manager
Industry Financial Services
Experience
Profam Advisory   July 2009 - Present
UBS Wealth Management   October 2006 - July 2009
UBS Investment Bank  November 2004 - October 2006
UBS Investment Bank  September 2003 - September 2004

Skills
Manage Client..., New Business Development, International Project..., Wealth Management, Cash Management, Private Banking, Fixed Income, Financial Analysis

Education
Mountbatten Institute / University of Cambridge   2003 — 2004
Cambridge Certificate for International Business, Managing Teams and Information

Miami University   1999 — 2003
Bachelor of Science in Business, Finance and International Business

J.P. Garofalo J.P. Garofalo Greater New York City Area Details
J.P. Garofalo's UBS Wealth Management Experience June 2011 - August 2011
Job Fundation Group, LLC.
Industry Financial Services
Experience
Fundation Group LLC  September 2014 - Present
Morgan Stanley  October 2013 - September 2014
Wells Fargo Advisors  March 2013 - September 2013
Morgan Stanley Wealth Management  May 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending

Education
Middlebury College   2008 — 2013
Bachelors, English

Greens Farms Academy   2004 — 2008

Klarence OuYang Klarence OuYang San Francisco Bay Area Details
Klarence OuYang's UBS Wealth Management Experience February 2011 - May 2011
Job Strategic & Creative Techie @ Cisco Systems inc. | Frontend Engineer / Web Developer
Industry Information Technology and Services
Experience
Cisco Systems  January 2013 - Present
KOYdesigns   January 2010 - Present
San Jose State University  November 2011 - December 2013
Cisco Systems  June 2012 - August 2012
MiraCosta College  September 2009 - August 2011
UBS Wealth Management   February 2011 - May 2011
Zanicorn International Ltd   January 2007 - August 2009

Skills
Web Development, CSS, HTML, HTML 5, AngularJS, JavaScript, Dreamweaver, Photoshop, Visual Basic, Microsoft Office, User Interface Design, WordPress, Program Management, Teamwork, Microsoft Excel, CRM, Project Management, Leadership, Web Design, Visio, Illustrator, Final Cut Pro, Excel, Video Editing, Motion Graphics, PHP, Maya, Graphic Design, Usability, User Experience, Accessibility, SEO, jQuery, Interaction Design, Information Architecture, Personal Development, Productivity Improvement, Problem Solving, Digital Photography, Yoga, Digital Printing, Natural Language..., Football, Communication, Public Speaking, Node.js, MongoDB, Salesforce.com

Education
San Jose State University   2011 — 2013
Bachelors Degree, Business - Management Information Systems, 3.9

MiraCosta College   2007 — 2011
Associate of Arts (AA), Web Development & Design and Business Administration, 3.5

Angereds gymnasiet   2004 — 2006
Language Competency, Swedish - High School Equivalancy, Godkänt

Bryan Endres Bryan Endres Greater New York City Area Details
Bryan Endres's UBS Wealth Management Experience September 2012 - December 2012
Job Associate, Rotational Development Program at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2015 - Present
BNY Mellon  May 2014 - June 2015
BNY Mellon  April 2013 - April 2014
UBS Wealth Management   September 2012 - December 2012
Wells Fargo Advisors  May 2012 - August 2012

Skills
Financial Modeling, Investments, Microsoft Excel, Finance, Mutual Funds, Corporate Finance, Analysis, Wealth Management, Microsoft Office, SmartStation, Social Media, Facebook, Twitter, Equity Valuation, US Tax, FATCA, PowerPoint

Education
Syracuse University - Martin J. Whitman School of Management   2010 — 2012
Bachelor's degree, Finance

Mohawk Valley Community College   2008 — 2010

Terry Vaughan, CFA Terry Vaughan, CFA Toronto, Canada Area Details
Terry Vaughan, CFA's UBS Wealth Management Experience February 2006 - July 2010
Job Senior Consultant at Prime Quadrant LP
Industry Financial Services
Experience
Prime Quadrant LP   July 2015 - Present
Fitch Learning  January 2014 - Present
CFA Society Toronto  1999 - Present
WaterStreet Family Offices  September 2011 - July 2015
Morgan International  August 2010 - July 2013
Hottinger Asset Management Canada Inc.   August 2010 - August 2011
UBS Wealth Management   February 2006 - July 2010
kids.now   June 2006 - December 2008
Toron Capital Markets   September 2000 - February 2006
Access Capital Corp.   September 1995 - August 2000

Skills
Portfolio Management, Investment Counsel, Equities, Investments, Financial Modeling, Program Management, Investment Strategies, Asset Management, Valuation, Strategic Financial..., Risk Management, Business Planning, Project Management, Investment Management, Corporate Finance, Financial Analysis, Finance, Financial Advisory, Financial Services, Leadership, Equity Research, Wealth Management, Asset Allocation, Investment Advisory

Education
CFA Institute   1996 — 1999
CFA Charter, Investment Management

University of Toronto - Rotman School of Management   1993 — 1995
MBA, Finance, Environmental Economics

Professional Engineers Ontario
P. Eng., Professional Engineer

McMaster University   1987 — 1991
B. Eng., Civil Engineering

Beamsville District Secondary School   1982 — 1987

Renee Milyiori Renee Milyiori Columbus, Ohio Area Details
Renee Milyiori's UBS Wealth Management Experience December 2012 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2012 - Present
Merrill Lynch  June 2010 - December 2012
Other  May 2009 - June 2010
GE Capital  May 2003 - May 2009
Boeing  2002 - 2003
Other  September 2001 - September 2002
GE Capital  2000 - 2001
GE Capital  1997 - 2000
GE Capital  1995 - 1997
GE Capital  1992 - 1995

Skills
Financial Analysis, Finance, Portfolio Management, Financial Modeling, Financial Planning, Financial Services, Management, Corporate Finance, Mergers & Acquisitions, Due Diligence

Education
The University of Chicago - Booth School of Business   1997 — 2000
MBA, Finance

Miami University
BS, Mathematics

Catherine Ho Catherine Ho Greater New York City Area Details
Catherine Ho's UBS Wealth Management Experience June 2013 - Present
Job Strategic Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2013 - Present
UBS Investment Bank  August 2011 - May 2013
MIT Center for Real Estate / Cengage Learning   January 2011 - June 2011
Philip Saunders Associates   October 2010 - June 2011
UBS Investment Bank  June 2010 - August 2010
UBS Investment Bank  June 2009 - August 2009

Skills
Strategy, Analysis, Data Analysis, Project Management, Financial Analysis, Valuation, Financial Modeling, Research, Portfolio Management, Investments, Stata

Education
Massachusetts Institute of Technology   2006 — 2010
Cross-Registration Program

Wellesley College   2006 — 2010
B.A., Economics

The Harker School   2002 — 2006

Stanford University
Reischauer Scholars Program

Jon Misch Jon Misch Greater Detroit Area Details
Jon Misch's UBS Wealth Management Experience July 2013 - Present
Job PreDental/Level 1 Sommelier
Industry Financial Services
Experience
UBS Wealth Management   July 2013 - Present
Survivor 29: San Juan del Sur   May 2014 - July 2014
Orchard Lake St. Mary's Preparatory   August 2011 - May 2014
Orchard Lake St. Mary's Preparatory   August 2011 - July 2013
Michigan State University  July 2006 - January 2011

Skills
Financial Analysis, Financial Reporting, Risk Analysis, Market Analysis, Public Speaking, Coaching, Concert Pianist, Teaching, Analysis, Microsoft Office, PowerPoint, Time Management, Social Networking, Teamwork, Sales, Microsoft Excel, Leadership, Social Media

Education
Michigan State University   2006 — 2010
Bachelor of Arts (B.A.), Humanities/Humanistic Studies

Orchard Lake St. Mary's High School   2002 — 2006

Robert Wederich Robert Wederich Greater New York City Area Details
Robert Wederich's UBS Wealth Management Experience April 2006 - February 2008
Job Sr. Statistician at Vetstreet, Inc. / Vetstreet.com
Industry Veterinary
Experience
Vetstreet, Inc. / Vetstreet.com   November 2013 - January 2015
UBS  December 2010 - January 2013
UBS  March 2008 - March 2010
UBS Wealth Management   April 2006 - February 2008
Wederich Enterprises LLC   2002 - 2008
Ernst & Young LLP  1993 - 2002
Ernst & Young LLP  1993 - 1997

Skills
Project Management, Business Analytics, Strategic Financial..., Wealth Management, Research, Vendor Management, SAS, Customer Insight, Portfolio Management, Strategy, Statistical Modeling, Economics, Market Research, Marketing Strategy, Predictive Analytics, Business Strategy, Credit Risk, Microsoft Excel, Strategic Planning, Product Management, Financial Analysis, Statistics, Analytics, Econometrics, Financial Modeling, Data Analysis, Analysis

Education
Miami University
Ph.D. Studies in Social Psychology, Social Psychology with emphasis in statistics and experimental design

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Psychology, Graduated 'with Distinction"

Michael Lamagna Michael Lamagna New York, New York Details
Michael Lamagna's UBS Wealth Management Experience November 2009 - April 2010
Job Financial Controller at Soho House Group
Industry Venture Capital & Private Equity
Experience
MC Lamagna & Co.   June 2013 - Present
Soho House Group  February 2014 - November 2014
Burch Creative Capital  June 2011 - November 2012
J. Christopher Capital  December 2010 - January 2011
State Street  June 2010 - August 2010
UBS Wealth Management   November 2009 - April 2010

Education
Merrimack College   2009 — 2011
Finance

Drew Roggenburk Drew Roggenburk Cleveland/Akron, Ohio Area Details
Drew Roggenburk's UBS Wealth Management Experience July 1996 - Present
Job Director
Industry Financial Services
Experience
UBS Wealth Management   July 1996 - Present
PwC  May 1992 - May 1996

Skills
Wealth Management, Investments, Series 7, Asset Allocation

Education
Miami University   1988 — 1992
accounting

St. ignatius

Jane Voorhees Jane Voorhees Melville, New York Details
Jane Voorhees's UBS Wealth Management Experience September 1992 - November 2013
Job Senior Wealth Associate at HighTower
Industry Financial Services
Experience
HighTower  November 2013 - Present
UBS Wealth Management   September 1992 - November 2013
Huntington Local School District  September 2010 - May 2013

Skills
Investments, Portfolio Management, Financial Services, Financial Analysis, Asset Management, Wealth Management, Financial Planning, Mutual Funds, Equities, Securities, Series 7, Series 66, Licensed to sell life...

Education
Massachusetts College of Liberal Arts
Bachelor's degree, Accounting

Stephen Solaka Stephen Solaka Greater Los Angeles Area Details
Stephen Solaka's UBS Wealth Management Experience 2005 - June 2008
Job Managing Partner at Belmont Capital Group
Industry Investment Management
Experience
Belmont Capital Group   June 2010 - Present
Dorchester Capital Advisors, LLC  June 2008 - June 2010
UBS Wealth Management   2005 - June 2008
TD Securities  2002 - 2003
Stafford Trading (merged w/TD Securities)   2001 - 2002
Bear Wagner Specialists  2000 - 2001
Stafford Trading  1998 - 2000

Skills
Hedge Funds, Equities, Options, Portfolio Management, Investments, Trading, Investment Strategies, Equity Derivatives, Alternative Investments, ETFs, Asset Management, Hedging, Financial Advisory, Options Strategies, Derivatives, Equity Research, Trading Strategies, Proprietary Trading, Bloomberg, Volatility, Market Making, Asset Managment

Education
Michigan State University   1993 — 1997
BA, Finance

Alec Volpe Alec Volpe Glen Head, New York Details
Alec Volpe's UBS Wealth Management Experience June 2012 - August 2012
Job Audit Intern at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  June 2014 - August 2014
Canrock Ventures  June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Halliday Financial Group  September 2010 - January 2012

Education
Molloy College   2011 — 2015
Bachelor's Degree

North Shore High School   2008 — 2011

Steve Gangloff Steve Gangloff Columbus, Ohio Area Details
Steve Gangloff's UBS Wealth Management Experience 2009 - 2010
Job Senior Financial Analyst at Owens Corning
Industry Financial Services
Experience
Owens Corning  July 2014 - Present
Fisher College of Business at The Ohio State University   August 2012 - May 2014
Financial Guard   May 2013 - September 2013
Wells Fargo Advisors  2010 - 2012
UBS Wealth Management   2009 - 2010
Merrill Lynch  2007 - 2009
Kingstree Trading  2006 - 2007
Marcus & Millichap  2005 - 2006

Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategy, Investments, Wealth Management, Bloomberg, Valuation, Asset Management, Portfolio Management, Level 2 Candidate in..., Capital Markets, Business Strategy, Strategic Planning, Analytical Support, Capital Budgeting, Business Development, Communication, Competitive Analysis, Data Management, Setting Strategic..., Financial Monitoring, Financial Results, Financial Tracking, Forecasting, Market Analysis, Opportunity..., Priority Setting, Problem Solving, Relationship Management, Sales Growth, Strategic Analysis, Financial Reporting, DCF Valuation, Finance, Financial Accounting, Trend Forecasting, Trend Analysis, Business Analysis, New Business Development, Microsoft Excel, PowerPoint, Analysis, Budgets, Accounting, Teamwork, Pow, Microsoft Office

Education
The Ohio State University   2012 — 2014
Master of Business Administration (M.B.A.), Major: Finance Minor: Strategy

Miami University   2001 — 2005
Bachelor of Science (BS), Finance

St. Xavier High School   1997 — 2001

CFA Level III Candidate

Charles Major Charles Major Greater Minneapolis-St. Paul Area Details
Charles Major's UBS Wealth Management Experience Senior Vice President-InvestmentsUBS Financial Services1994 - Present
Job Private Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   Senior Vice President-InvestmentsUBS Financial Services1994 - Present
Piper Jaffray  March 1999 - August 2006

Education
Minnesota State University, Mankato   1982 — 1984
MFA, Theatre/Speech Communications

Viterbo University   1976 — 1981
B.S., Business Administration

Viterbo University   1976 — 1981
B.A., Theatre Arts

Mitchell Lothes Mitchell Lothes Columbus, Ohio Area Details
Mitchell Lothes'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   September 2010 - Present

Skills
Financial Advisory, Financial Planning, Financial Analysis, Microsoft Excel, Investments, Estate Planning, Market Analysis

Education
Miami University   2011 — 2015
Bachelor of Science (BS), Finance, Senior

David Barnd David Barnd Boston, Massachusetts Details
David Barnd's UBS Wealth Management Experience May 2013 - August 2013
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  October 2014 - Present
Putnam Investments  June 2014 - October 2014
UBS Wealth Management   May 2013 - August 2013
Merrill Lynch  June 2012 - August 2012
Five Brothers Default Management Solutions  June 2007 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership

Education
Miami University   2010 — 2014
Bachelor's degree, Finance

Brother Rice High School   2006 — 2010

Senthil Balasubramanian Senthil Balasubramanian Cambridge, Massachusetts Details
Senthil Balasubramanian's UBS Wealth Management Experience 2003 - 2003
Job CoFounder at Sistine Solar
Industry Renewables & Environment
Experience
Sistine Solar   2012 - Present
Space Foundation  2012 - 2012
Astonfield Renewables  2011 - 2011
Astonfield Renewables  2010 - 2011
Astonfield Renewables  2009 - 2010
Astonfield Renewables  2008 - 2009
NBC Universal  2007 - 2008
GE  2004 - 2007
UBS Wealth Management   2003 - 2003

Education
MIT Sloan School of Management   2011 — 2013
MBA

University of Bridgeport   2000 — 2004
B.S., Finance

Loyola School

Lance Newlin Lance Newlin Reno, Nevada Area Details
Lance Newlin's UBS Wealth Management Experience January 2001 - January 2009
Job Vice President RBC
Industry Financial Services
Experience
RBC Dain Rauscher  January 2009 - Present
UBS Wealth Management   January 2001 - January 2009

Education
Michigan State University   1991 — 1993
bs, Forensic Science

University of Nevada-Reno   1989 — 1991

Lisa Skarzynski Lisa Skarzynski Greater New York City Area Details
Lisa Skarzynski's UBS Wealth Management Experience October 2007 - Present
Job Six Sigma Project Manager
Industry Financial Services
Experience
UBS Wealth Management   October 2007 - Present
MetLife Insurance Company  January 1998 - May 2007
Bankers Trust Company  May 1987 - January 1998

Education
Middlesex County College
Associate's degree, Retail Management and Merchandising, Minor Accounting, 3.875

Catherine Miles Catherine Miles Greater Boston Area Details
Catherine Miles's UBS Wealth Management Experience 2003 - 2006
Job Event Marketing & Corporate Access Professional
Industry Investment Banking
Experience
Leerink Partners LLC  November 2014 - Present
Leerink Swann  January 2014 - Present
ISI Group  March 2011 - April 2012
Lazard Capital Markets  April 2006 - March 2011
UBS Wealth Management   2003 - 2006
Octagon  May 2000 - July 2002

Skills
Marketing, Equities, Hedge Funds, Capital Markets, Investment Banking, Corporate Access, Marketing Event Planning, Series 7

Education
Middlebury College   1996 — 2000

St. George's   1994 — 1996
High School

Bret Kacher Bret Kacher Cleveland/Akron, Ohio Area Details
Bret Kacher's UBS Wealth Management Experience May 2000 - March 2003
Job CFO, Vice President of Finance and Operations at Thommen Medical USA, Canada
Industry Consumer Goods
Experience
Thommen Medical  October 2014 - Present
PolyOne  October 2013 - October 2014
PPG Industries  December 2011 - October 2013
AkzoNobel  October 2010 - December 2011
AkzoNobel  August 2008 - October 2010
GOJO Industries  September 2007 - August 2008
AkzoNobel  July 2005 - October 2007
Invacare Corporation  March 2003 - June 2005
UBS Wealth Management   May 2000 - March 2003

Skills
Forecasting, Cross-functional Team..., Competitive Analysis, Financial Analysis, Strategic Planning, Six Sigma, Budgets, Marketing Strategy, Finance, Analysis, Marketing, CRM, Income Statement, Financial Modeling, Management, Financial Reporting

Education
Case Western Reserve University - Weatherhead School of Management   1998 — 2000
MBA, Finance

Miami University   1993 — 1997
Bachelor of Science, Pre-Medical Studies

Carla Avila Carla Avila Greater New York City Area Details
Carla Avila's UBS Wealth Management Experience July 2004 - August 2006
Job Head of Financial Institutions at Baron Capital
Industry Financial Services
Experience
Baron Capital  August 2006 - Present
UBS Wealth Management   July 2004 - August 2006
JPMorgan Chase  August 1997 - July 2004

Skills
Fixed Income, Asset Management, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Private Banking, Strategic Planning, Hedge Funds, Business Development, Series 7, Investments, Finance, Capital Markets

Education
Massachusetts Institute of Technology - Sloan School of Management   1995 — 1997
Master of Business Administration (MBA)

Universidad Iberoamericana, Ciudad de México   1987 — 1991

Steve Cote Steve Cote Greater Boston Area Details
Steve Cote's UBS Wealth Management Experience March 2001 - December 2007
Job President/Founder at Cote Financial Management, LLC
Industry Financial Services
Experience
Cote Financial Management, LLC   April 2010 - Present
Smith Barney  December 2007 - November 2009
UBS Wealth Management   March 2001 - December 2007
Sigrid Olsen / Liz Claiborne   1988 - 2001

Skills
Investment Strategies, Insurance, Certified Financial..., Retirement, 401k, Investment Advisory, Marketing, Finance, Retirement Planning, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Series 63, Securities, Alternative Investments, Asset Management, Investments

Education
Merrimack College   1987 — 1992
BSBA, Finance

Rene De Santiago Rene De Santiago San Francisco Bay Area Details
Rene De Santiago's UBS Wealth Management Experience June 2007 - August 2007
Job Senior Business Operations Manager at Genentech
Industry Computer Software
Experience
Genentech  February 2014 - Present
AVG Technologies  May 2013 - January 2014
AVG  May 2012 - May 2013
Planisware USA, Inc.   July 2008 - April 2012
Nokia Siemens Networks  January 2008 - February 2008
UBS Wealth Management   June 2007 - August 2007

Skills
Software Project..., Software Development, Enterprise Software, Agile Methodologies, Java, SQL, Product Management, Business Intelligence, Integration, Program Management, Software Engineering, Python, Project Portfolio..., JavaScript, Management Consulting, C++, Product Lifecycle..., Linux, OPX2, HTML, CSS, Scheme/LISP, XML, SOAP, Oracle, Unix, Management, Project Management, Technical Training, Quality Assurance, Long-term Customer..., Applications Software..., Deployment Management

Education
Massachusetts Institute of Technology   2004 — 2008
Bachelor's Degree, Computer Science and Engineering

Gina M. Gray Gina M. Gray Greater New York City Area Details
Gina M. Gray's UBS Wealth Management Experience June 2011 - April 2012
Job Vice President Project Management J.P. Morgan Chase & Co
Industry Financial Services
Experience
J.P. Morgan Chase   August 2013 - Present
GG Cakes   January 2010 - Present
UBS Wealth Management   June 2011 - April 2012
UBS Wealth Management   December 2009 - June 2011
UBS  November 2006 - December 2009
UBS Wealth Management   November 2005 - November 2006
UBS Wealth Management   July 2002 - November 2005
UBS Wealth Management   December 1999 - July 2002
Paine Webber  March 1996 - December 1999

Skills
Proficient with..., Community Involvement /..., All Bar None Women's..., Hillside Food Outreach..., Financial Services, Wealth Management, Relationship Management, Project Management, Human Resources, Budgets, Event Planning, Access, Coaching, Customer Service, Employee Benefits, Fundraising

Education
Mercy College
Business Administration and Management, General

Western Connecticut State University
Business Management & Accounting

Stephen Riebe ChFC Stephen Riebe ChFC Austin, Texas Details
Stephen Riebe ChFC's UBS Wealth Management Experience October 2011 - Present
Job RiebePumo Group. First Vice President Investments UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Wealth Management   October 2011 - Present
Morgan Stanley Smith Barney  November 1999 - October 2011
Legg Mason  November 1999 - February 2006
Merrill Lynch  June 1993 - November 1999

Education
Michigan State University   1979 — 1984
Bachler of Science, Urban Policy, Political Science

The American College
Personal Financial Planning, Charter Financial Consultant

Eric Hedberg Eric Hedberg Minneapolis, Minnesota Details
Eric Hedberg's UBS Wealth Management Experience October 2007 - August 2009
Job VP Analytics at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2015 - Present
Capital One  October 2014 - July 2015
Capital One  August 2011 - October 2014
Carlson Growth Fund  March 2010 - May 2011
AWJ Capital Partners   June 2010 - August 2010
UBS Wealth Management   October 2007 - August 2009

Skills
Financial Analysis, Valuation, Financial Modeling, Analysis, Finance, Portfolio Management, Corporate Finance, Investments, Equities, Risk Management

Education
University of Minnesota - Carlson School of Management   2009 — 2011
MBA, Finance

Saint John's University
BA, Economics

William Mitchell College of Law
JD

James Rudwall James Rudwall Greater Chicago Area Details
James Rudwall's UBS Wealth Management Experience March 2015 - Present
Job Senior Vice President, Financial Advisor, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   March 2015 - Present
UBS Financial Services, Inc.   November 2008 - February 2015
Chicagoland Chamber of Commerce  2001 - 2011
Chicagoland Chamber of Commerce  2003 - 2010
Merrill Lynch & Co.   1982 - 2008
Price Waterhouse  1981 - 1982

Education
Miami University   1977 — 1981
BS Business Administration, Accountancy Major

Michael Farnan Michael Farnan Greater Nashville Area Details
Michael Farnan's UBS Wealth Management Experience June 2015 - Present
Job Associate Director at UBS Wealth Management
Industry Computer & Network Security
Experience
UBS Wealth Management   June 2015 - Present
ACTIVE Network  August 2014 - April 2015
ACTIVE Network  February 2012 - August 2014
ACTIVE Network  November 2008 - February 2012
Automated License Systems  July 2004 - November 2008
Automated License Systems  January 2004 - June 2004
Automated License Systems  June 2003 - December 2003

Skills
Virtualization, VMware, Apache, DNS, Cisco Technologies, Cisco Routers, Cisco Nexus, Cisco Security, Cisco IOS, F5 BigIP, Firewalls, FCoE, Linux, EMC Celerra, HP Blade, Solarwinds, Groundworks, SiteScope, VPN, Servers, Data Center, Switches, Network Security, Red Hat Linux, Security, Load Balancing, Networking, Technical Support, DHCP, VoIP

Education
Middle Tennessee State University   2002 — 2005
Computer Science

Julie Troy Afzali Julie Troy Afzali Greater New York City Area Details
Julie Troy Afzali's UBS Wealth Management Experience January 2008 - April 2009
Job Executive Director, Head of Training, Private Banking Group at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley Private Bank, N.A.   July 2010 - January 2015
Dynamic Perspectives   June 2009 - July 2010
Teachers College, Columbia University  June 2002 - May 2010
UBS Wealth Management   January 2008 - April 2009
UBS Wealth Management   January 2007 - December 2008
UBS Wealth Management   February 2004 - January 2007
UBS Wealth Management   September 2002 - February 2004
Troy Associates   March 2002 - September 2002
Prudential Financial  January 2001 - March 2002

Skills
Leadership Development, Executive Coaching, Organizational..., Talent Management, Strategy, Coaching, Performance Management, Training, Executive Management, Change Management, Instructional Design, Employee Training, Program Management, Organizational..., Leadership

Education
Teachers College of Columbia University   1994 — 1998
M.A., Organizational Psychology

Middlebury College   1989 — 1993
B.A.

Mamaroneck High School

Zachary Gordon Zachary Gordon Greater Chicago Area Details
Zachary Gordon's UBS Wealth Management Experience May 2006 - August 2006
Job Financial Analyst at M & J Wilkow, Ltd.
Industry Investment Management
Experience
M & J Wilkow, Ltd.   April 2014 - Present
Northern Trust Asset Management  February 2011 - April 2014
Northern Trust Corporation  May 2008 - February 2011
Tower Hill Trading  December 2007 - April 2008
Cygnus Atratus  August 2007 - December 2007
UBS Wealth Management   May 2006 - August 2006

Skills
Financial Modeling, Portfolio Management, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Allocation, Securities, Asset Management, Mutual Funds, Investments, Financial Risk, Investment Management, Finance

Education
Michigan State University   2002 — 2007
Bachelor of Arts, Finance

Phillip Yoo Phillip Yoo Greater Boston Area Details
Phillip Yoo's UBS Wealth Management Experience June 2006 - August 2006
Job Investment Analyst at Sun Capital Advisers, LLC
Industry Investment Management
Experience
MIT Sloan School of Management  2014 - 2014
Massachusetts Pension Reserves Investment Management  2014 - 2014
Southpaw Asset Management LP   2014 - 2014
Bank Street Group  June 2013 - August 2013
Old Mutual (Bermuda) Ltd.   October 2010 - August 2012
Swiss Re  2009 - 2010
Prudential Financial  April 2007 - May 2009
HSBC  August 2006 - September 2006
UBS Wealth Management   June 2006 - August 2006
Johnson & Johnson  May 2005 - December 2005

Skills
Accounting, Insurance, Valuation, Financial Modeling, Financial Analysis, Mergers, Investment Banking, Capital Markets, Financial Reporting, Equities, Private Equity, Bloomberg, Hedge Funds, Derivatives, Investments, Due Diligence, Portfolio Management, Fixed Income, Corporate Finance, Asset Managment, Alternative Investments, Asset Management, Emerging Markets, Mergers & Acquisitions, Forecasting, Venture Capital, Finance

Education
MIT Sloan School of Management   2012 — 2014
Master of Business Administration (MBA), Finance, General

New York University   2007 — 2009

Penn State University   2002 — 2006

Matt Phillips Matt Phillips Mountain View, California Details
Matt Phillips's UBS Wealth Management Experience November 2007 - August 2011
Job Senior Manager, SMB at Google
Industry Internet
Experience
Google  July 2015 - Present
Google  July 2013 - June 2015
Kellogg School of Management  June 2011 - June 2013
KB Partners  January 2013 - May 2013
Groupon  August 2011 - September 2012
UBS Wealth Management   November 2007 - August 2011
Lehman Brothers  June 2006 - November 2007

Skills
Investments, Venture Capital, Sales Management, Private Banking, Equities, Management, Private Equity, Start-ups, Corporate Finance, Investment Banking, Valuation, Financial Analysis, Family Office, Business Strategy, Financial Modeling, Due Diligence, Strategy, Corporate Development, Mergers & Acquisitions, Finance, Portfolio Management

Education
Northwestern University - Kellogg School of Management   2010 — 2013
MBA, Finance, Management & Organizations

Miami University   2002 — 2006
BS, Finance

Drew Dingle, PMP Drew Dingle, PMP San Francisco Bay Area Details
Drew Dingle, PMP's UBS Wealth Management Experience March 2005 - September 2007
Job Senior IT Management Professional
Industry Information Technology and Services
Experience
Indigo Sun Technology, LLC   April 2010 - January 2012
Citi Wealth Management  September 2007 - December 2008
UBS Wealth Management   March 2005 - September 2007
UBS Wealth Management   March 2000 - February 2005
JP Morgan  1987 - 2000

Skills
Strategic Planning, Business Analysis, Software Project..., Program Management, Start-up Operations, Application Development, Application Architecture, IT Risk, Staff Mentoring, Cross-functional Team..., Client Relationship..., Information Technology, SDLC, CRM, Management, Start-ups, IT Strategy

Education
Michigan State University   1982 — 1987
BS, Electrical Engineering

Summit High School

Dale Meltzer Dale Meltzer Greensboro/Winston-Salem, North Carolina Area Details
Dale Meltzer's UBS Wealth Management Experience 1992 - 2007
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  2007 - Present
UBS Wealth Management   1992 - 2007

Skills
Investments, Estate Investment..., Retirement Planning, Insurance, Financial Services

Education
Michigan State University   1971 — 1973
MA, U.S. History

Michigan State University   1971 — 1973
Master’s Degree, American History

Michigan State University   1967 — 1971
B A, American Studies

Maria Fraile Maria Fraile Stamford, Connecticut Details
Maria Fraile's UBS Wealth Management Experience July 2006 - July 2008
Job Associate Brand Manager at RB
Industry Food & Beverages
Experience
The French's Food Company   April 2012 - Present
Avon  September 2010 - April 2012
Opinno  June 2009 - August 2009
UBS Wealth Management   July 2006 - July 2008
Morgan Stanley  July 2002 - July 2006
4C Consulting   October 2001 - April 2002

Skills
Results Oriented, Digital Strategy, Mobile Strategy, Cross-functional Team..., Customer Intelligence, Open Innovation

Education
Massachusetts Institute of Technology - Sloan School of Management   2008 — 2010
MBA, Entrepreneurship and Innovation

Universidad de Salamanca
Bachelor of Science (BSc), Economics

Sophia Shkolnikov Sophia Shkolnikov Greater New York City Area Details
Sophia Shkolnikov's UBS Wealth Management Experience December 2000 - April 2009
Job Assistant Director Sr. Business Analyst at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  September 2010 - Present
UBS Wealth Management   December 2000 - April 2009
SALOMON SMITH BARNEY, New York, NY.   October 1986 - November 2000

Skills
Change Management, Organization &..., Business Intelligence, Analysis, Cross-functional Team..., Functional..., Microsoft Office, PMO, Technical Recruiting, Financial Services, Business Analysis, Test Planning, Teamwork, Customer Service, Project Management

Education
Minski Dzjaržauny Lingvistyèny Universitet
BA, Linguistics

Jonathan Hungerford Jonathan Hungerford Greenville, South Carolina Area Details
Jonathan Hungerford's UBS Wealth Management Experience November 2006 - August 2009
Job Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  August 2009 - Present
UBS Wealth Management   November 2006 - August 2009

Skills
Series 7, Customer Service, Financial Modeling, Credit, Financial Analysis, Banking, Series 63, Investments, Portfolio Management, Asset Management, Risk Management

Education
Mississippi State University - College of Business and Industry   1999 — 2000
MBA, Management

Mississippi State University   1998 — 1999
Master of Education, Athletic Administration

Mississippi State University - College of Business and Industry   1993 — 1997
BBA, Economics

Priyank Choksi Priyank Choksi Greater New York City Area Details
Priyank Choksi's UBS Wealth Management Experience December 2011 - Present
Job Senior Application Developer/Business Analyst at UBS Wealth Management
Industry Investment Banking
Experience
UBS Wealth Management   December 2011 - Present
Societe Generale  August 2010 - December 2011
Barclays Capital  August 2009 - July 2010
JPMorgan Chase  August 2005 - July 2009

Skills
Autosys, Sybase, Prime Brokerage, TIBCO Rendezvous, Market Data, Trading Systems, Calypso, Middle Office, Electronic Trading, Fixed Income, Production Support, Investment Banking, Derivatives, Back Office, TIBCO, VBA, FX Options

Education
Texas A&M University-Kingsville   2003 — 2005
Master's, Computer Science

St. Francis I.O.T.   1999 — 2003
B.E., Information Technology

Mithibai College   1997 — 1999
H.S.C., Science

Brandon Blair Brandon Blair Greater Nashville Area Details
Brandon Blair's UBS Wealth Management Experience October 2005 - May 2013
Job AMR Project Manager
Industry Information Technology and Services
Experience
Community Health Systems  July 2013 - Present
Community Health Systems  July 2013 - Present
UBS Wealth Management   October 2005 - May 2013
Dell  March 2005 - October 2005

Skills
Outlook, Data Analysis, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Strategic Planning, Networking, Typing, Data Entry, Computer Hardware, Computers, AMR, Athena, Accounting

Education
Middle Tennessee State University   2004 — 2005

Motlow State Community College   2002 — 2004
Associate of Science (A.S.), General Studies

Tom Stampfli Tom Stampfli Greater New York City Area Details
Tom Stampfli's UBS Wealth Management Experience March 2011 - Present
Job Banking and Lending Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
UBS Wealth Management   March 2011 - Present
UBS Wealth Management   2005 - Present

Education
Miami University   1978 — 1980
B.S Finance, Economics

Stephen H Brown Stephen H Brown Greater Boston Area Details
Stephen H Brown's UBS Wealth Management Experience June 2008 - Present
Job Managing Director, New England Region............ ..... UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2008 - Present

Education
Middlebury College   1977 — 1981
BA, American Studies, Economics

Investment Management Consultants Association
Certified Private Wealth Advisor

Becky Tavera Becky Tavera San Francisco Bay Area Details
Becky Tavera's UBS Wealth Management Experience June 2005 - June 2008
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2008 - Present
UBS Wealth Management   June 2005 - June 2008
UBS Wealth Management   June 2004 - June 2005

Education
Menlo College   2002 — 2006
B.A., Business Management

Ryan Wei Ryan Wei Philadelphia, Pennsylvania Details
Ryan Wei's UBS Wealth Management Experience June 2007 - August 2007
Job Temple University School of Medicine, Pennsylvania
Industry Hospital & Health Care
Experience
Camp Kitchen & Harvest   November 2011 - Present
BKnown Promotions   February 2010 - August 2011
UBS Wealth Management   June 2007 - August 2007

Skills
Event Planning, Customer Service, Microsoft Office, Social Media, PowerPoint, Marketing Strategy, Budgets, Product Marketing, Cantonese

Education
Temple University School of Medicine   2015 — 2019
Doctor of Medicine (M.D.)

Mills College   2011 — 2013
Pre-Medical

University of California, Irvine   2005 — 2009
Bachelor of Arts (B.A.), Business Economics

The University of Sheffield   2007 — 2008

Amy Maurer Amy Maurer Greater Minneapolis-St. Paul Area Details
Amy Maurer's UBS Wealth Management Experience June 2006 - June 2008
Job Administrative Office Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2008 - Present
UBS Wealth Management   June 2006 - June 2008
Piper Jaffray  March 1987 - June 2006
Piper Jaffray  1987 - 2006
Beckman Produce   1983 - 1987

Skills
Series 7

Education
Minnesota School of Business   1981 — 1983
Accounting and Data Processing

Amy Dominicus Amy Dominicus Greater Nashville Area Details
Amy Dominicus's UBS Wealth Management Experience Unapplied Payments RepresentativeFord Motor Credit CompanyMay 2001 - February 2007
Job Senior New Accounts Representative at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Unapplied Payments RepresentativeFord Motor Credit CompanyMay 2001 - February 2007

Skills
PeopleSoft, General Ledger, Financial Analysis, Finance, Accounts Payable, Financial Modeling, Risk Management, Cash Management, Portfolio Management, Credit, Payments, Strategic Financial...

Education
Middle Tennessee State University   1999 — 2004
Bachelor of Science, Music Business, Business Administration, Marketing, Recording Industry Management

Peter Mattson Peter Mattson Boston, Massachusetts Details
Peter Mattson's UBS Wealth Management Experience June 2011 - August 2011
Job Research Assistant at Brigham & Women's Hospital / Harvard Medical School
Industry Hospital & Health Care
Experience
Brigham & Women's Hospital / Harvard Medical School   September 2014 - Present
Middlebury College's Department of Molecular Biology and Biochemistry   May 2013 - May 2014
Middlebury College  May 2012 - May 2014
Middlebury College  August 2011 - May 2014
Middlebury College Emergency Medical Services   January 2011 - May 2014
Redding Fire & EMS Co. #1   October 2009 - May 2014
Middlebury College  May 2012 - October 2013
Middlebury College's Department of Chemistry and Biochemistry   September 2012 - May 2013
UBS Wealth Management   June 2011 - August 2011
The Mount Sinai Hospital  June 2010 - July 2010

Skills
Research, Stata, Statistics, Public Speaking, Community Outreach, Microsoft Office, PowerPoint, Clinical Research, Qualitative Research, Spanish, Team Leadership, Microsoft Excel, Data Analysis

Education
Middlebury College   2010 — 2014
B.A., Economics, Molecular Biology & Biochemistry, Magna Cum Laude

Jonathan Hunter, AIF® Jonathan Hunter, AIF® Greater Boston Area Details
Jonathan Hunter, AIF®'s UBS Wealth Management Experience June 2009 - August 2009
Job Business Development Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  August 2015 - Present
EntrepreneurShares, LLC   September 2014 - July 2015
John Hancock Investments  May 2013 - September 2014
John Hancock Investments  March 2011 - May 2013
Wells Fargo Advantage Funds  May 2010 - March 2011
UBS Wealth Management   June 2009 - August 2009

Skills
Series 7, Series 66, Wealth Management, Mutual Funds, Financial Advisory, Uniform Combined State..., Securities, Equities, Trading, Fixed Income, Portfolio Management, Retirement Planning, Alternative Investments

Education
Middlebury College   2006 — 2010
Bachelor of Arts, Biology, Economics

Stratton Mountain School   2001 — 2005

Victor Klebanoff Victor Klebanoff Greater New York City Area Details
Victor Klebanoff's UBS Wealth Management Experience February 2011 - Present
Job Director, Fraud/Risk Analytics at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2011 - Present
MasterCard  1998 - 2010
Karl Analytical Services   1995 - 1998
Troll Associates  1992 - 1995
Grolier  1991 - 1992
Reader's Digest  1990 - 1991
Philips  1976 - 1989

Skills
Fraud, SAS, Analytics, Data Analysis, Graphs, Risk Management, Predictive Modeling, Macro, Data Mining, Analysis, Fraud Detection, Credit Cards, Payments, Debit Cards, Payment Systems, Program Management, Statistics, Electronic Payments, Predictive Analytics, EMV, Mobile Payments, Payment Card Processing, Statistical Modeling, Competitive Analysis, Financial Risk, SAS programming, Financial Services, Segmentation, Credit Risk

Education
Massachusetts Institute of Technology   1973 — 1976
MS, Mathematics

University of California, Berkeley   1969 — 1972
AB, Mathematics

Scott Appleby Scott Appleby Greater New York City Area Details
Scott Appleby's UBS Wealth Management Experience July 2001 - Present
Job Information Technology Professional at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   July 2001 - Present
Appleby Insurance Agency, Inc.   July 1995 - July 2001

Skills
COBOL, DB2, CICS, JCL, Mainframe, SQL, SharePoint, TSO, Excel, Word, Microsoft Office, PowerPoint, Visio, VSAM, Fileaid, IBM Mainframe, Microsoft Excel, Microsoft Word, NDM, Programming

Education
Chubb Institute   1999 — 2001
Diploma with Honors, Computer Programming

Middlesex County College   1990 — 1992

Brian Schoenle Brian Schoenle Greater Minneapolis-St. Paul Area Details
Brian Schoenle's UBS Wealth Management Experience 2007 - 2009
Job First Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2014 - Present
Wells Fargo Advisors  2013 - 2014
UBS Wealth Management   2007 - 2009
Merrill Lynch Private Bank & Investment Group   2006 - 2007
Wilmington Trust  1999 - 2003

Skills
Wealth Management, Asset Managment, Sales, Executive Coaching, Territory Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Portfolio Management, Securities, Retirement, Equities, Investment Strategies, Strategic Financial..., Asset Management, Investment Management, Finance

Education
Minnesota State University, Mankato   1982 — 1985

EJ Cooper Sr. High

Minnesota State University, Mankato

University of Minnesota-Twin Cities

Don Brooks Don Brooks Greater Nashville Area Details
Don Brooks's UBS Wealth Management Experience May 2008 - Present
Job Lead Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2008 - Present
UBS  October 2005 - May 2008
UBS  April 2003 - October 2005
UBS  January 2001 - April 2003

Skills
Finance, Portfolio Management, Series 7, Financial Services, Fixed Income, Securities, Wealth Management, Equities, Bloomberg, Asset Management, Financial Modeling, Investments, Risk Management, Business Analysis, Financial Analysis, Valuation

Education
Middle Tennessee State University   1997 — 2002
BBA, Finance

Alison McCallum Alison McCallum Kansas City, Missouri Area Details
Alison McCallum's UBS Wealth Management Experience August 1991 - Present
Job Sr CSA at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 1991 - Present

Education
Missouri State University   1981 — 1986
Bachelor of Science (BS), Economics & Finance

Becky Tavera Clark Becky Tavera Clark San Francisco Bay Area Details
Becky Tavera Clark's UBS Wealth Management Experience August 2003 - May 2008
Job Licensing Acquisition Manager at DEFY Media
Industry Media Production
Experience
DEFY Media  April 2015 - Present
DEFY Media  June 2014 - April 2015
Nickelodeon  February 2013 - July 2014
MTV Networks  July 2011 - February 2013
Wells Fargo Advisors  September 2009 - October 2010
Wachovia Securities Financial Network  June 2008 - September 2009
UBS Wealth Management   August 2003 - May 2008

Skills
Digital Media, User Experience, Entertainment, Social Media Marketing, Monetization, Social Media, Digital Marketing, Mobile Games, Online Advertising, Digital Strategy, Social Networking, Mobile Marketing, Facebook, Sales, Strategic Partnerships, Content Strategy

Education
Menlo College   2002 — 2006
Bachelors, Business

Neil Goodheart Neil Goodheart Greater New York City Area Details
Neil Goodheart's UBS Wealth Management Experience June 2002 - May 2015
Job Senior Database Administrator
Industry Retail
Experience
Wakefern Food Corp.  May 2015 - Present
UBS Wealth Management   June 2002 - May 2015
Paine Webber  July 1997 - June 2002
Wakefern Food Corporation  1985 - 1997
Alliance Capital Management  June 1985 - June 1988

Skills
Disaster Recovery, SDLC, Visio, Business Analysis, IT Management, IT Strategy, Vendor Management, Active Directory, System Deployment, Java, Data Center, Access, Windows, Troubleshooting, JavaScript, Infrastructure, Process Improvement, Microsoft Exchange, Analysis, Risk Management, Sybase, Unix, ITIL, Databases, Enterprise Architecture, Oracle, Sybase Adaptive Server, T-SQL

Education
Middlesex County College   1982 — 1985
Associate's degree, Computer Science

pat mcnease pat mcnease Jackson, Mississippi Details
pat mcnease's UBS Wealth Management Experience December 2009 - Present
Job retired at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2009 - Present
Financial Advisor  May 1965 - January 1976
United States Marine Corps  June 1961 - March 1965

Education
University of Missouri-Columbia   1957 — 1961
Bachelor of Journalism, Advertisng

Mississippi College

Shiyi Fan Shiyi Fan New York, New York Details
Shiyi Fan's UBS Wealth Management Experience July 2012 - July 2012
Job NYU Law Student
Industry Legal Services
Experience
ISI Group  June 2013 - January 2014
Swarthmore College  October 2013 - December 2013
JPMorgan Chase  June 2013 - August 2013
UBS Wealth Management   July 2012 - July 2012
IFC - International Finance Corporation  January 2012 - January 2012
Swarthmore College  January 2011 - January 2012

Skills
Python, Statistics, Analysis, Microsoft Office, Market Research, Valuation, Microsoft Excel, Corporate Finance, Data Analysis, Finance, Research

Education
Swarthmore College   2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science, 3.91/4.0

Middlebury College   2012 — 2012
Exchange Student, Economics

Tuck School of Business at Dartmouth   2012 — 2012
2012 Tuck Business Bridge, Business Fundamentals

Connor Frick Connor Frick Saint Louis, Missouri Details
Connor Frick's UBS Wealth Management Experience August 2015 - September 2015
Job Wealth Management Intern at UBS Wealth Management
Industry Real Estate
Experience
UBS Wealth Management   August 2015 - September 2015
UDR  May 2015 - July 2015
Cassidy Turley  June 2014 - August 2014
backpack.tv  March 2012 - December 2012

Skills
Commercial Real Estate, Argus Modeling, Financial Modeling, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Video, Mac OS X, Microsoft Word, Economics, Statistics

Education
Middlebury College   2012 — 2016
Bachelor's Degree, Economics

Valley High School   2009 — 2010

St. Louis University High School   2007 — 2009

Robert Schlemmer Robert Schlemmer Greater Chicago Area Details
Robert Schlemmer's UBS Wealth Management Experience 2000 - 2009
Job Sr Vice President, at Verdeam LLC
Industry Financial Services
Experience
Verdeam LLC   January 2014 - Present
Incapital  March 2013 - October 2013
RJS Holdings   2009 - 2012
UBS Wealth Management   2000 - 2009
PaineWebber  1995 - 2000

Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Insurance, Series 7, Strategic Planning

Education
Miami University
Bachelor's degree, Finance

LeVon Kendrick LeVon Kendrick Greater Nashville Area Details
LeVon Kendrick's UBS Wealth Management Experience July 2014 - Present
Job Securities Auditing at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   July 2014 - Present
UBS Financial Services  January 2011 - May 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lawson General Ledger, PeopleSoft, Outlook, QuickBooks, Peachtree, Access, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Data Analysis, Bookkeeping, Financial Statements, Securities, Equities, Account Reconciliation, Financial Reporting, Financial Analysis, Spreadsheets, Databases, General Ledger, Finance, Financial Accounting, Banking, Analysis, Administration, Bonds, Budgets, Corporate Actions, Expenses, Bank Reconciliation, Internal Controls, Journal Entries, Cash Flow, Risk Management, Sarbanes-Oxley Act, Telephone Skills, Cash Management, US GAAP, Accruals, Auditing, Training, Tax, Mutual Funds, Payroll

Education
Middle Tennessee State University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting

Dan Sherry Dan Sherry Greater Detroit Area Details
Dan Sherry's UBS Wealth Management Experience May 2011 - August 2011
Job Financial Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company  February 2012 - Present
UBS Wealth Management   May 2011 - August 2011

Skills
Microsoft Excel, Analysis

Education
Michigan State University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.8

Jack Shanley Jack Shanley Rumson, New Jersey Details
Jack Shanley's UBS Wealth Management Experience June 2013 - August 2013
Job Student at Middlebury College
Industry
Experience
Related Companies  June 2015 - August 2015
Trump Hotel Collection  June 2014 - August 2014
UBS Wealth Management   June 2013 - August 2013
Scholastic  June 2012 - August 2012

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

The Hotchkiss School   2008 — 2012

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