UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Ana Paula (Vidal) Rego Ana Paula (Vidal) Rego Miami, Florida Details
Ana Paula (Vidal) Rego's UBS Wealth Management Experience 2004 - November 2008
Job Vice President Relationship Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  November 2008 - Present
UBS Wealth Management   2004 - November 2008
RBC  2000 - 2004

Education
Montclair State University   1999 — 2005
Bachelor of Business Administration (BBA), International Business

Daniel Holt Daniel Holt Bozeman, Montana Details
Daniel Holt's UBS Wealth Management Experience June 2013 - August 2013
Job Marketing Intern for Zoot Enterprise
Industry Marketing and Advertising
Experience
Zoot Enterprises  January 2014 - Present
Montana State University  August 2013 - January 2014
UBS Wealth Management   June 2013 - August 2013

Skills
SEO, Website Promotion, Marketing Communications, Customer Service, Market Research, Financial Market..., Online Marketing, Direct Marketing, Programming, Social Media Marketing, Microsoft Office, PowerPoint

Education
Montana State University-Bozeman   2013 — 2017
Bachelor of Science (BS), Business Marketing

Inglemoor Highschool   2009 — 2013
High School

Janet A. Lemnell Janet A. Lemnell Nashville, Tennessee Details
Janet A. Lemnell's UBS Wealth Management Experience September 2015 - Present
Job Authorized Officer Client Onboarding Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2015 - Present
Cumberland Trust and Investment Company  August 2014 - August 2015
Cumberland Trust & Investment Company   July 2014 - August 2014
Cumberland Trust   August 2013 - July 2014
UBS  August 2007 - August 2013
UBS  March 2000 - August 2007
JC Bradford  September 1997 - March 2000

Skills
Micro Soft Office..., Organizing, Communicating, Series 7, Series 63, Uniform Combined State..., Training, Stocks, Finance, Internal Audit, Analysis, Analytical Skills, CRM, Employee Benefits, Leadership, Management, Customer Service, Asset, Risk Management, Financial Services

Education
Montana State University-Bozeman   1990 — 1993
Computer Science

silvia riad silvia riad Tampa/St. Petersburg, Florida Area Details
silvia riad's UBS Wealth Management Experience 1999 - 2003
Job Payroll/HR
Industry Insurance
Experience
CheckPoint HR  May 2012 - Present
Amerilife  May 2011 - May 2012
AmeriLife Group LLC  June 2010 - May 2011
Children's Specialized Hospital  January 2005 - June 2006
UBS Wealth Management   1999 - 2003

Skills
Microsoft Excel, Sales, Employee Benefits, Insurance, Human Resources

Education
New Jersey City University   1992 — 1998
BS, Accounting

John Amaral, CISSP, CRISC John Amaral, CISSP, CRISC Greater New York City Area Details
John Amaral, CISSP, CRISC's UBS Wealth Management Experience October 2009 - May 2013
Job IT Security and Risk Analyst / Project Coordinator / Consultant at Deutsche Bank
Industry Information Technology and Services
Experience
UBS Wealth Management   October 2009 - May 2013
UBS Wealth Management   September 1995 - October 2009
YRC Freight  July 1994 - September 1995
First Interstate Bank  August 1992 - July 1994
WellPoint  June 1990 - August 1992
U.S. Department of Commerce   May 1988 - August 1990
U.S. Department of Justice   October 1986 - May 1988
Lexico Enterprises   March 1985 - August 1986

Skills
NDM, ISPF, Business Analysis, TSO, DB2, JCL, Application Development, SQL, Team Building, z/OS, Risk, Databases, Mainframe, Systems Analysis, Database Administration, Financial Risk, RACF, COBOL, Data Warehousing, Fileaid, SDLC, Visio, Software Development, Production Support, Requirements Analysis, Database Design, Data Modeling, Security, Testing, Quality Assurance, Analysis, Business Requirements, Program Management, Disaster Recovery, MVS, CICS, Performance Tuning, Unix, IBM Mainframe, VSAM, System Administration, Requirements Gathering, WebSphere MQ, SQL Tuning, Software Project..., ETL, Enterprise Architecture, SPUFI, Websphere, IT Management

Education
New Jersey City University   2014 — 2016
Bachelor's Degree, National Security (Cybersecurity) Studies, 3.83

University of Maryland College Park   1986 — 1988
Computer Science

InfoSec Institute   2014 — 2014
CRISC Certification, Computer and Information Systems Security/Information Assurance

InfoSec Institute   2013 — 2013
CISSP Certification, Computer and Information Systems Security/Information Assurance

Kathy Catena Kathy Catena Greater New York City Area Details
Kathy Catena's UBS Wealth Management Experience July 2000 - December 2004
Job Vice President, Consulting Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2013 - Present
Prudential  January 2005 - June 2013
UBS Wealth Management   July 2000 - December 2004
UBS Wealth Management   April 1998 - July 2000
UBS Wealth Management   January 1997 - April 1998
UBS Wealth Management   June 1995 - January 1997
UBS Wealth Management   March 1992 - June 1995

Skills
Mutual Funds, Series 7, Alternative Investments, Wealth Management, Asset Management, Asset Allocation, Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Investment Advisory, Investment Strategies, Financial Services, Investment Management, ETFs, Separately Managed..., Due Diligence, Series 63, Relationship Management

Education
New Jersey City University
BS, Finance

Noreen Fierro Noreen Fierro Greater New York City Area Details
Noreen Fierro's UBS Wealth Management Experience April 2002 - April 2005
Job Vice President, Chief Compliance Officer, Group Insurance Division at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  April 2012 - Present
Prudential Financial  March 2011 - May 2012
Prudential Financial  May 2006 - March 2011
Deloitte  2005 - 2006
UBS Wealth Management   April 2002 - April 2005
Edwards & Angell  December 1998 - April 2002
Bressler, Amery & Ross, P.C.   1991 - 1998

Skills
Corporate Law, Mutual Funds, Dodd-Frank, Corporate Governance, Due Diligence, Anti Money Laundering, Financial Risk, Risk Management, Securities, Mergers & Acquisitions, Financial Services, Capital Markets, Investments, Securities Regulation, Insurance, FCPA, FINRA, Banking, OFAC

Education
Seton Hall University School of Law   1988 — 1992
Doctor of Law (J.D.)

Montclair State University   1983 — 1986
BA, English

Tatiana Caver-Harvey Tatiana Caver-Harvey Greater New York City Area Details
Tatiana Caver-Harvey's UBS Wealth Management Experience December 2005 - January 2007
Job Tax Support Specialist at Intuit Turbotax
Industry Accounting
Experience
Intuit  February 2015 - Present
Anila Hair   February 2010 - Present
Fidelity Investments  January 2012 - April 2012
UBS  December 2010 - March 2011
Merck  August 2010 - September 2010
Fidelity Investments  January 2009 - May 2009
IRS  December 2007 - June 2008
UBS Wealth Management   December 2005 - January 2007
Kelly Services  2003 - 2004

Skills
Microsoft Office, Accounts Payable, Outlook, Customer Service, Time Management, HTML, Microsoft Excel, Web Design, Marketing Strategy, CSS, Adobe Creative Suite, Microsoft Word, Graphic Design, Copywriting, Photoshop, Illustrator, Photo Retouching, Social Networking, Social Media, Social Media Marketing, Accounting, Finance, Sales, Marketing, Entrepreneurship, Accounts Receivable, Analysis

Education
DeVry University   2006 — 2007
Bachelors of Science, Technical Management

Monroe College   1999 — 2001
Associate of Arts and Sciences (A.A.S.), Computer Science

Lilliam Colon Gilzean, M.B.A. (NJ CPA Candidate) Lilliam Colon Gilzean, M.B.A. (NJ CPA Candidate) Fords, New Jersey Details
Lilliam Colon Gilzean, M.B.A. (NJ CPA Candidate)'s UBS Wealth Management Experience December 2000 - June 2007
Job Accounting Manager at Diversified Media Group
Industry Financial Services
Experience
Diversified Media Group  July 2014 - Present
Robert Half Finance & Accounting  December 2013 - February 2014
New America Network   September 2007 - November 2013
UBS Wealth Management   December 2000 - June 2007

Skills
Accounting Systems..., Advanced Excel, Accounts Payable, Accounts Receivable, Financial Reporting, Payroll, Forecasting, General Ledger, Internal Controls, Variance Analysis, Leases, Financial Statements, Accounting, Lease Administration, Due Diligence, Financial Analysis, Account Reconciliation, Finance, Microsoft Excel

Education
Seton Hall University   1995 — 2002
Master of Business Administration (MBA), Accounting

New Jersey City University   1990 — 1995
Bachelor of Science (BS), Accounting

Karley Carrino Karley Carrino Weehawken, New Jersey Details
Karley Carrino's UBS Wealth Management Experience March 2010 - August 2011
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS  October 2014 - Present
UBS  December 2013 - October 2014
UBS  August 2011 - December 2013
UBS Wealth Management   March 2010 - August 2011
Northwestern Mutual  August 2007 - March 2010

Skills
Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Fixed Annuities, Talent Management, Project Management, Training Delivery, Business Analysis, Variable Annuities, Life Insurance, Insurance, Training

Education
Montclair State University   2000 — 2005
Bachelor of Arts (BA), English, Minor in Psychology

Jonathan Beck Jonathan Beck Greater New York City Area Details
Jonathan Beck's UBS Wealth Management Experience 2007 - 2012
Job Product Manager and Supervisory Analyst at a midsized investment bank
Industry Investment Banking
Experience
Mid-sized investment bank   July 2015 - Present
T3 Trading Group, LLC  February 2015 - July 2015
J. Beck Investments   July 2012 - July 2015
UBS  August 2013 - March 2014
UBS Wealth Management   2007 - 2012
UBS Wealth Management   2006 - 2007
UBS Investment Bank  2002 - 2006
ABN AMRO Bank N.V.   2001 - 2001
UBS Investment Bank  2000 - 2001

Skills
Microsoft Excel, Technical Analysis, Portfolio Management, ETFs, Commodity Markets, Stock Picking, Excellent written &..., Strong PC background..., Experienced user of..., Series 7, 16, 63, 86,..., Level 3 CMT candidate, Equities, Investments, Fixed Income, Commodity, Wealth Management, Series 7, Financial Markets, Risk Management, Bloomberg, Investment Banking, Equity Research, Valuation, Financial Advisory, Analysis, Emerging Markets, Hedge Funds, Energy Derivatives, Investment Strategies, Capital Markets, Alternative Investments, Financial Modeling, Securities, Equity Valuation, Series 24, Asset Allocation, Derivatives, Finance, Investment Management, Options

Education
Montclair State University   1993 — 1996
Bachelor's degree, Finance, General

Christine M Binetti Christine M Binetti Greater New York City Area Details
Christine M Binetti's UBS Wealth Management Experience August 2008 - September 2013
Job Deposit Operations SpecialistConnectOne Bank
Industry Financial Services
Experience
ConnectOne Bank  September 2013 - Present
UBS Wealth Management   August 2008 - September 2013
Greater Community Bank, Totowa, NJ (Acquired by Valley National Bank)   April 2007 - August 2008
Greater Community Bank, Totowa, NJ (Acquired by Valley National Bank)   August 2005 - April 2007
Greater Community Bank, Totowa, NJ (Acquired by Valley National Bank)   February 2003 - August 2005
Greater Community Bank, Totowa, NJ (Acquired by Valley National Bank)   September 2001 - February 2003
The Ramapo Bank, Wayne, NJ (Acquired by Valley National Bank)   July 2000 - September 2001
The Ramapo Bank, Wayne, NJ (Acquired by Valley National Bank)   June 1996 - July 2000
The Ramapo Bank, Wayne, NJ (Acquired by Valley National Bank)   May 1994 - June 1996

Skills
Wealth Management, Fixed Income, Equities, General Ledger, Commercial Banking, Banking, Account Reconciliation, Accounts Payable, Bank Reconciliation, Invoicing, Outlook, Accounting, Payments, Microsoft Excel

Education
Montclair State University   2003 — 2006
n/a, Geology/Accounting

DePaul High School   1989 — 1993
Academic Degree

Jean-Francois Sarlat Jean-Francois Sarlat Monaco area Details
Jean-Francois Sarlat's UBS Wealth Management Experience September 2013 - Present
Job Head Investment Products & Services at UBS Monaco
Industry Banking
Experience
UBS Wealth Management   September 2013 - Present
CCR Asset Management (UBS)   May 2010 - September 2013
UBS Global AM / CCR Asset Management, France   June 2008 - May 2010
UBS Wealth Management / UBS Global AM, France   June 2006 - June 2008
UBS Wealth Management, France   June 2003 - June 2006
UBS Wealth Management, France   July 2001 - July 2003
J.P. Morgan   July 1999 - July 2001
J.P. Morgan   June 1997 - July 1999

Skills
Portfolio Management, Product Development, Asset Management, Wealth Management, Sales Management, New Business Development, Asset Managment, Asset Allocation, Investments, Investment Management, Equities, Mergers & Acquisitions, Private Banking, Mutual Funds

Education
NEOMA Business School   1993 — 1996
Master

Paul DeBey Paul DeBey Leawood, Kansas Details
Paul DeBey's UBS Wealth Management Experience 2005 - Present
Job Senior Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2005 - Present

Education
Morningside College   1980 — 1984

Rock Valley High School   1976 — 1980

Steve Rudolph Steve Rudolph Greater New York City Area Details
Steve Rudolph's UBS Wealth Management Experience March 2013 - July 2014
Job Executive Director Head of Field Operations, Supervision and Risk at UBS Wealth Management
Industry Financial Services
Experience
UBS  July 2014 - Present
UBS Wealth Management   March 2013 - July 2014
UBS Wealth Management   May 2012 - March 2013
Barclays Wealth  March 2012 - April 2012
Merrill Lynch  March 2011 - January 2012
Merrill Lynch/Bank of America  June 2007 - March 2011
Merrill Lynch  March 2006 - June 2007
Data Communiqué International   April 2003 - March 2006
Merrill Lynch  April 2001 - April 2003
Merrill Lynch  May 2000 - April 2001

Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...

Education
Montclair State University   1990 — 1994
BS, Business, Accounting

Ryan Lamb Ryan Lamb Dallas/Fort Worth Area Details
Ryan Lamb's UBS Wealth Management Experience 2004 - 2005
Job Controller at GCATS Telecom & Critical Power Services
Industry Construction
Experience
GCATS Telecom & Critical Power Services   May 2011 - Present
Stryker Communications  December 2008 - May 2011
Sigma Phi Epsilon  August 2008 - July 2010
Stryker Communications  June 2008 - December 2008
Stryker  April 2007 - May 2008
Stryker  May 2006 - April 2007
Stryker  May 2005 - May 2006
UBS Wealth Management   2004 - 2005

Skills
Financial Analysis, Process Improvement, Accounting, Hyperion HFM, Microsoft Dynamics, GAAP, Sarbanes-Oxley, ERP Implementations, Contract Negotiation, Financial Reporting, Web Applications, Budgets, Sales Management, Leadership, Account Reconciliation, Accounts Payable, Payroll, Finance, Auditing, Accounts Receivable, Fixed Assets, Strategy, Cash Management, Forecasting, Sales, Training, Time Management, Financial Accounting, Cost Accounting, Variance Analysis, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Cash Flow Forecasting, Financial Modeling, P&L, Financial Forecasting, Team Building, Budget Process, Hyperion Enterprise, General Ledger, Financial Statements, Hyperion

Education
Southern Methodist University   2001 — 2005
BBA, Financial Consulting, Minor in Corporate Communications & Public Affairs, Emphasis in Psychology

Southern Methodist University - Cox School of Business   2001 — 2005
Financial Consulting, Business

Blue Valley Northwest HS   1997 — 2001
HS

Mountain View College

Mountain View College

Jack Casey Jack Casey Greater New York City Area Details
Jack Casey's UBS Wealth Management Experience April 2006 - December 2007
Job Vice President Service Design and Governance at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon  November 2007 - Present
UBS Wealth Management   April 2006 - December 2007
JP Morgan Chase  2005 - 2006
Prudential Financial  2000 - 2005
Grand Wailea Resort Hotel & Spa  1994 - 1995

Skills
ITIL, Business Analysis, IT Strategy, Business Process..., Project Management, Disaster Recovery, Vendor Management, Service Catalog, SDLC, Project Portfolio..., IT Management, IT Service Management, Risk Management, Governance, Program Management, Process Improvement, Enterprise Architecture

Education
The Chubb Institute   1998 — 2000
Programming, Business Computing and MVS

Montclair State University   1980 — 1982
Assoc, Business / Sociology

North Bergen High School   1974 — 1978

Azad W. Neenan Azad W. Neenan Greater New York City Area Details
Azad W. Neenan's UBS Wealth Management Experience June 2014 - August 2014
Job Business Management Analyst
Industry Financial Services
Experience
Deutsche Bank  July 2015 - Present
www.Postyourbook.com Corp.   September 2012 - July 2015
NRG Home Solar  September 2014 - May 2015
UBS Wealth Management   June 2014 - August 2014

Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Investments, Finance, Team Leadership, Bloomberg Terminal, Research, Renewable Energy, Wealth Management..., Economics, Start-ups, Entrepreneurship, Analysis, Capital Markets, Financial Analysis, Microsoft Office, Equities, Financial Modeling, Portfolio Management, Trading, Valuation

Education
Montclair State University   2011 — 2015
Bachelor's degree, Economics, 3.4

Bryan Wilhelm Bryan Wilhelm Milford, Connecticut Details
Bryan Wilhelm's UBS Wealth Management Experience May 2010 - August 2010
Job Customer Service Analyst at Unilever
Industry Financial Services
Experience
Unilever  September 2014 - Present
Zhu Enterprises   April 2014 - July 2014
HESS International Educational Organization  2011 - 2014
Bella Napoli Restaurant   July 2004 - July 2011
University of Connecticut  February 2010 - May 2011
UBS Wealth Management   May 2010 - August 2010

Skills
Windows 7, MS Office, Social Media, Microsoft Office, Photoshop, Computer Repair, Research, Powerdirector, PC Repair, SAP, RetailLink

Education
University of Connecticut   2007 — 2011
BA, Economics, 3.4

National University of Singapore   2010 — 2010
BA, Economics

Sheik Kamar Sheik Kamar Greater New York City Area Details
Sheik Kamar's UBS Wealth Management Experience July 2012 - Present
Job Technical Support Specialist at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   July 2012 - Present
UBS Investment Bank  June 2005 - November 2009
UBS Investment Bank  May 1999 - June 2005
Computer Learning Centers, Inc.   September 1997 - September 1999

Skills
Customer Service, Technical Support, Information Technology, End User Training, Technical Writing, Communication Skills, Team Leadership, Remedy Ticketing System, IT Service Management, Executive Support, Windows 7, Windows XP Pro, Stressful Situations, People Skills, Sla, Office 2010, Bloomberg, Thompson One, Service Desk Management, Remote User Support

Education
New Jersey Institute of Technology   1999 — 2010
Bachelor's Degree, Mnagement: Information Technology, BS

Sheila Ramos Sheila Ramos Jersey City, New Jersey Details
Sheila Ramos's UBS Wealth Management Experience June 2007 - January 2012
Job
Industry Financial Services
Experience
Fidelity Investments  July 2014 - October 2014
Broadridge  May 2012 - June 2013
UBS Wealth Management   June 2007 - January 2012
UBS Wealth Management   April 2005 - June 2007
Brown Brothers Harriman  December 2003 - February 2005
Bank of New York  January 2001 - December 2003

Skills
Financial Services, Insurance, Word, Excel, Windows, Internet Explorer, Trading, Account Reconciliation, Finance, Customer Service, Salesforce.com, Wealth Management, Data Entry, Margin, International/Clearance..., Retirement, GLOSS, JIRA, Euroclear, Advisor IQ, Postedge, STAR, Mutual Funds, Salesforce,

Education
New Jersey City University   1998 — 2003
Bachelor of Science, Management

Glenn Edwards Glenn Edwards Greater New York City Area Details
Glenn Edwards's UBS Wealth Management Experience July 2007 - December 2012
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  January 2013 - February 2014
UBS Wealth Management   July 2007 - December 2012

Skills
Strategy, Investment Advisory, Uniform Combined State..., Mutual Funds, Strategic Planning

Education
Morehouse College   2003 — 2007
BA, Finance

The London School of Economics and Political Science (LSE)   2005 — 2005

Anna Aronov-Tolmach Anna Aronov-Tolmach Greater New York City Area Details
Anna Aronov-Tolmach's UBS Wealth Management Experience May 2011 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2011 - Present
Citigroup  September 2007 - November 2010
U.S. Trust Company   January 2005 - September 2007
Bessemer Trust  September 2001 - January 2005
JPMorgan  November 1998 - September 2001
ZYGA Corporation   November 1996 - November 1998

Skills
Data Warehousing, Informatica, DB2, Oracle, Sybase, SDLC, Microstrategy, Data Modeling, SOA, SQL, Siebel, ETL, Business Analysis, Access, Requirements Analysis, CRM, IT Strategy, Business Intelligence, Requirements Gathering, Agile Methodologies, Software Project..., Enterprise Architecture, Visio, Solution Architecture, Data Integration, Database Design, PMO, Databases, Data Migration, Business Requirements, Systems Analysis, Business Objects, PMP, Data Warehouse...

Education
Montclair State University   1995 — 1998
Bachelor of Science, Computer Science

Jenny Crossman Jenny Crossman New York, New York Details
Jenny Crossman's UBS Wealth Management Experience January 2004 - April 2006
Job Senior Training Officer, Project and Information Manager
Industry Education Management
Experience
Database Solutions & Training, LLC   December 2014 - Present
HSBC  June 2013 - July 2014
RBS Global Banking & Markets  July 2009 - February 2013
Credit Suisse  May 2006 - April 2009
UBS Wealth Management   January 2004 - April 2006
Pfizer  May 1996 - August 2004
Kaye Scholer LLP  September 1995 - April 1996

Skills
Training, Program Management, Instructional Design, E-Learning, Leadership, Project Management, Management, Instructor-led Training, Risk Management, Change Management, Financial Services, Process Improvement, Policy, Human Resources, Compliance, Legal Compliance, Analysis, Outsourcing, Performance Management, Onboarding, Organizational..., Talent Management, Banking, Consulting, Coaching

Education
Morehead State University
Masters of Music, Music Education; Theatre Arts

James T. O'Hora James T. O'Hora Greater New York City Area Details
James T. O'Hora's UBS Wealth Management Experience 1990 - 1994
Job Irish Stock ExchangeU. S. Representative
Industry Financial Services
Experience
Irish Stock Exchange   November 2014 - Present
OmniCap, LLC   April 2010 - Present
Tullett Prebon  July 2009 - April 2010
NYPPEX, LLC   July 2007 - October 2008
Merrill Lynch  May 2005 - January 2007
NYSE  August 1994 - April 2005
UBS Wealth Management   1990 - 1994

Skills
Alternative Investments, Hedge Funds, Equities, Investments, Private Equity, Securities, Trading, Asset Management, Mutual Funds, Capital Markets, Finance, Fixed Income, Portfolio Management

Education
Rutgers, The State University of New Jersey-Newark   1990 — 1993
MPA, Master-Public Administration

Montclair State University   1982 — 1986
BS, Political Science

Osman H.S. Malik Osman H.S. Malik Washington D.C. Metro Area Details
Osman H.S. Malik's UBS Wealth Management Experience May 2008 - August 2010
Job Associate at Discovery Communications
Industry Information Technology and Services
Experience
Discovery Communications  April 2015 - Present
Dovel Technologies  November 2011 - April 2015
US Department of Health and Human Services  November 2011 - April 2015
UBS Wealth Management   May 2008 - August 2010
Hard Rock International  August 2009 - June 2010

Skills
Project Management, Program Management, Quality Assurance, Financial Analysis, Earned Value Management, Business Communications, Microsoft Excel, Management Consulting, Project Control, Technical Writing, Business Process, Business Development, Statistics, Business Analysis, Management, Accounting, Analysis, Access, Risk Management, Project Planning, Business Process..., Performance Improvement, Business Process..., SDLC, Process Improvement, Integration, PMO, Research, Customer Service, Software Project..., Data Analysis, Entrepreneurship, PMP, IT Strategy, Business Intelligence, Enterprise Architecture, SharePoint, Consulting, IT Solutions, Database Administration, User Stories, Requirements Analysis, JIRA, Salesforce.com...

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2010

University of Maryland College Park   2008 — 2010
Bachelor of Arts Degree, Economics, Business Management

Montgomery College
Associate of Arts Degree, Business Administration

Richard Montgomery High School

Sigfredo Torres Jr Sigfredo Torres Jr Greater New York City Area Details
Sigfredo Torres Jr's UBS Wealth Management Experience May 2013 - November 2014
Job Associate Director at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   May 2013 - November 2014
UBS Wealth Management   March 2012 - April 2013
UBS Wealth Management   January 2005 - February 2012

Skills
Fixed Income, Equities, Wealth Management, Business Analysis, Capital Markets, Trading Systems, Portfolio Management, Derivatives, Hedge Funds, Asset Managment, Securities, Trading, Bloomberg, Risk Management, Financial Analysis, Private Equity, IT Strategy, Process Improvement, Project Management, Options, Analysis, Management, Databases, Strategy, Electronic Trading, Financial Services, Equity Trading, Investment Banking, Asset Management, SDLC, Financial Markets, Vendor Management, Relationship Management

Education
New Jersey City University   2005 — 2009
Bachelor of Science (BS), Business Administration and Management

Steven J Reina, MBA, ChFC® Steven J Reina, MBA, ChFC® Greater New York City Area Details
Steven J Reina, MBA, ChFC®'s UBS Wealth Management Experience 2005 - 2006
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors  September 2014 - Present
MetLife  January 2009 - August 2014
JPMorgan Chase  2007 - 2008
UBS Wealth Management   2005 - 2006
AT&T  1999 - 2001
AT&T  1999 - 2001

Skills
Business Owner Solutions, Retirement Planning, Wealth Management..., Estate Conservation, Portfolio Analysis, Annuity Income, Insurance Protection

Education
New York University - Leonard N. Stern School of Business   1977 — 1982
BS, Management & International Business

New Jersey Institute of Technology   2002 — 2006
MBA, Finance

Msgr Farrell HS

Jim Langham Jim Langham Greater New York City Area Details
Jim Langham's UBS Wealth Management Experience August 2010 - Present
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2010 - Present
Morgan Stanley Smith Barney  February 1994 - August 2010
Alliance Capital Management  December 1991 - February 1994

Skills
Series 24, Series 7, Retirement, Mutual Funds, Risk Management, ETFs, Series 66, Money Market, Product Development, Product Management, Revenue Enhancement, Financial Services, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Relationship Management

Education
Montclair State University   1986 — 1991
Bachelor of Science, Finance

Dennis Kaelin Dennis Kaelin Cranford, New Jersey Details
Dennis Kaelin's UBS Wealth Management Experience April 2008 - August 2008
Job Database and reporting Developer at Humanscale
Industry Market Research
Experience
Humanscale  April 2013 - Present
GfK Healthcare  August 2008 - October 2012
UBS Wealth Management   April 2008 - August 2008
Bed Bath & Beyond  October 2006 - April 2008
Bed Bath & Beyond  August 2004 - October 2006

Skills
Access, Analysis Services, Business Intelligence, Crystal Reports, Data Analysis, Databases, IIS, Microsoft Office, Microsoft SQL Server, Oracle, Performance Tuning, SDLC, SQL, SSIS, SSRS, Statistics, Stored Procedures, VB.NET

Education
Montclair State University   2007 — 2010
MBA, Finance Concentration

Seton Hall University   2000 — 2004
BS, Computer Science

Nafees Khan, PMP Nafees Khan, PMP Greater New York City Area Details
Nafees Khan, PMP's UBS Wealth Management Experience January 2010 - July 2011
Job Senior Software Architect at The New York Times
Industry Financial Services
Experience
The New York Times  June 2013 - Present
Citi  August 2011 - June 2013
UBS Wealth Management   January 2010 - July 2011
UBS Wealth Management   January 2009 - December 2009
UBS Wealth Management   February 2006 - December 2008
Verizon Wireless  May 2005 - February 2006
AT&T  2001 - 2005
Cyberware Labs LLC   1999 - 2001
Citi Group  1998 - 1999

Skills
Software Development, Vendor Management, Project Management, Telecommunications, Project Planning, Team Building, Business Analysis, Agile Methodologies, Enterprise Architecture, Software Project..., Quality Assurance

Education
University of Wollongong   1997 — 1998
MS Computer Science

NED University of Engineering and Technology   1991 — 1996
B.E (Electrical)

Rupali Meshram Rupali Meshram Jersey City, New Jersey Details
Rupali Meshram's UBS Wealth Management Experience June 2011 - Present
Job Senior System Developer and Analyst at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Consultant @ UBS Wealth Management   June 2011 - Present
UBS Wealth Management   June 2011 - Present
Cognizant Consultant @ JPMorgan Chase & Co.   November 2007 - May 2011
Cognizant Consultant @ American Express   January 2007 - October 2007

Skills
COBOL, IBM Mainframe, JCL, DB2, SQL, Endeavor, Changman, VSAM, Infoman, Customer Service, Windows, SPUFI, Abend-Aid, IBM Debugger, Startool, NDM, FTP, MQM, Microsoft Office, CA7, PowerPoint, Microsoft Excel, Microsoft Word, SDLC, Requirements Analysis, Visio, Agile Methodologies, Testing, Scrum, Test Planning, Mainframe, CICS

Education
Nagpur University   2002 — 2006
Bachelor's of Engineering, Computer Technology

Somalwar Junior College   2000 — 2002
HSC, General Science

Renu Vamdatt Renu Vamdatt Greater New York City Area Details
Renu Vamdatt's UBS Wealth Management Experience November 2013 - December 2014
Job Business Program Manager Chief Data Office at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse  April 2015 - Present
Cognizant Technology Solutions  September 2005 - July 2015
UBS Wealth Management   November 2013 - December 2014
Credit Suisse  March 2012 - February 2013
JPMorgan Chase  March 2011 - February 2012
BNY Mellon  February 2010 - February 2011
JPMorgan Chase  March 2005 - August 2009

Skills
SDLC, Requirements Analysis, Business Analysis, IT Strategy, Requirements Gathering, Software Project..., Mentoring, PMO, Business Requirements, Project Management, Vendor Management, Agile Methodologies, Business Process, Management, Analysis

Education
Narsee Monjee Institute of Management Studies   2001 — 2003
Master of Business Administration (MBA), Finance

David Metzger David Metzger New York, New York Details
David Metzger's UBS Wealth Management Experience 2000 - 2003
Job Associate Director Relationship Manager Global Accounts at Moody's Analytics
Industry Financial Services
Experience
Bloomberg  August 2011 - May 2013
Ballymore Advisors LLC   August 2010 - August 2011
Credit Suisse  September 2005 - August 2010
BISYS Fund Services  March 2005 - September 2005
AXA Advisors  2003 - 2005
UBS Wealth Management   2000 - 2003

Skills
Hedge Funds, Fixed Income, Structured Finance, Portfolio Management, Financial Risk, Finance, Capital Markets, Risk Management, Securities, Derivatives, Insurance, Structured Products, CDS, Underwriting, Bonds, Asset Management, Wealth Management, Emerging Markets, Financial Markets, Analysis, Trading Systems, Options, Alternative Investments, Longevity, Equities, Market Risk, Investment Banking, Bloomberg, Trading, Investments, Mutual Funds, Financial Structuring, Product Management, Private Equity, Financial Analysis, Loan Origination, Series 7, Series 63, KYC, Product Marketing, Customer Service, Contract Negotiation, Sales, Business Development, B2B Marketing

Education
Muhlenberg College   1996 — 2000

Fair Lawn High School

Christian Lau Christian Lau Orlando, Florida Area Details
Christian Lau's UBS Wealth Management Experience July 2002 - April 2007
Job Vice President, Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services Inc.  August 2009 - Present
Merrill Lynch  April 2007 - August 2009
UBS Wealth Management   July 2002 - April 2007

Education
New Jersey City University   1989 — 1993
Bachelor's degree

Edison High School

Bob Scrabis Bob Scrabis Iselin, New Jersey Details
Bob Scrabis's UBS Wealth Management Experience May 2004 - August 2008
Job Financial Services Representative at Reilly Financial Group an Office of MetLife
Industry Financial Services
Experience
Reilly Financial Group an Office of MetLife   August 2008 - Present
UBS Wealth Management   May 2004 - August 2008
Smith Barney  July 1998 - April 2004
Red Bank Regional School District  September 1993 - June 1998

Skills
Investments, Securities, Financial Services, Employee Benefits, Asset Allocation, Finance, Equities, Alternative Investments, Retirement, Insurance, Portfolio Management, Retirement Planning, Risk Management, Asset Management

Education
Monmouth University   1991 — 1993
Master's Degree, Education

Princeton University   1985 — 1989
Bachelor's, History

School name:

Priya Anil Priya Anil Greater New York City Area Details
Priya Anil's UBS Wealth Management Experience August 2006 - April 2007
Job Technical Project Manager/Scrum master Financial Services
Industry Information Technology and Services
Experience
consultant and free lancer  September 2013 - Present
Dow Jones  November 2012 - May 2013
PR Newswire  March 2011 - October 2012
Citi Group  April 2008 - March 2009
Credit Suisse  April 2007 - February 2008
UBS Wealth Management   August 2006 - April 2007
State Street  July 2004 - May 2005
Motorola  March 2003 - June 2004
Tata Consultancy Services  January 1998 - April 2004

Skills
Scrum, Business Intelligence, ITIL, Management, Enterprise Architecture, IT Management, Consulting, IT Service Management, Leadership

Education
National Institute of Technology   1995 — 1997
Masters, Engineering

National Institute of Technology Calicut   1990 — 1994
B Tech, Engineering

Alexander N. Fridman Alexander N. Fridman Greater Philadelphia Area Details
Alexander N. Fridman's UBS Wealth Management Experience August 2011 - February 2012
Job VP, HP Exstream at TD, Lead Development. Business/System Design and Analysis.
Industry Financial Services
Experience
TD  October 2012 - Present
Infosys  April 2012 - October 2012
UBS Wealth Management   August 2011 - February 2012
Merrill Lynch  March 2010 - August 2011
SCANA(Consultant)/SystemTec Information Technology   August 2009 - March 2010
Broadridge ICS   December 2007 - August 2009
Paychex  July 2006 - October 2007
Paychex  July 1998 - October 2007

Skills
COBOL, DB2, JCL, VSAM, SQL, XML, IBM Mainframe, Requirements Analysis, Business Analysis, Databases, SDLC, Mainframe, Java, Unix, Access, Visio, Endeavor, MVS, Fileaid, Oracle, Business Requirements, Software Project..., PL/SQL, SOA

Education
Rhodes Colleges   1996 — 1998
science, programming technics, business applications, accounting

Monroe Community College   1992 — 1993
various programming classes, General

Kiyv Polytech Institute   1987 — 1990
computer technique, informatica

Erik Wolfe Erik Wolfe Clarksville, Tennessee Area Details
Erik Wolfe's UBS Wealth Management Experience 2001 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2001 - Present

Education
Murray State University   1996 — 2000
BA, Economics

Nicholas Palmieri Nicholas Palmieri Greater New York City Area Details
Nicholas Palmieri's UBS Wealth Management Experience January 2014 - January 2015
Job Investment Consultant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management  January 2015 - Present
UBS Wealth Management   January 2014 - January 2015
UBS Wealth Management   June 2013 - January 2014
UBS Wealth Management   September 2011 - April 2013
Leafstone Staffing  December 2011 - January 2012
The Brownstone House   May 2008 - October 2011
Overtime Sports Facility   November 2008 - May 2010
Circuit City  November 2007 - July 2008

Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Morningstar, Lean Management, Six Sigma, Series 7, Series 63, Series 65, Financial Analysis, Financial Planners, Model Portfolios, Mutual Funds, Customer Service, Event Management, Sales, Time Management, Portfolio Management

Education
New Jersey Institute of Technology   2010 — 2013
International Business, Finance, Management

DePaul Catholic High School   2004 — 2008

Leslie Oakerson Leslie Oakerson United States Details
Leslie Oakerson's UBS Wealth Management Experience May 2014 - June 2015
Job US Retail Defined Contribution Sales
Industry Financial Services
Experience
BlackRock  July 2015 - Present
UBS Wealth Management   May 2014 - June 2015
Merrill Lynch  June 2011 - May 2014
BlackRock  June 2006 - June 2011

Skills
Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Fixed Income, ETFs, Equities, Hedge Funds, Asset Management, Sales, Private Equity, Uniform Combined State..., Separately Managed..., Investments, Series 66, Managed Futures

Education
Monmouth University   1994 — 2001
BA, MA

Rumson Fair Haven

Rishi Jaluria Rishi Jaluria San Francisco, California Details
Rishi Jaluria's UBS Wealth Management Experience July 2008 - April 2009
Job Equity Research Associate at JMP Securities
Industry Investment Management
Experience
JMP Securities  September 2014 - Present
Amazon  June 2013 - September 2013
Pacific Crest Securities  May 2013 - June 2013
ICICI Bank  March 2013 - April 2013
J.P. Morgan Securities   May 2009 - August 2012
UBS Wealth Management   July 2008 - April 2009
AT&T  May 2007 - August 2007
Sensitron   May 2006 - August 2006
DemandVideo, Inc.   June 1999 - September 1999
Diva, Inc.   June 1998 - September 1998

Skills
Financial Modeling, Investments, Portfolio Management, Equities, Analysis, Economics, Investment Management, Financial Analysis, Valuation, Emerging Markets, Capital Markets, Hedge Funds, Mutual Funds, Bloomberg, Financial Advisory, Alternative Investments, Corporate Finance, Investment Banking, Business Strategy, Equity Research, Securities

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2014
Master of Business Administration (MBA), Investments and Securities

Passed Level I of the CFA Program

Nanyang Technological University
Master of Business Administration (MBA)

University of California, Berkeley   2004 — 2008
B.A., Political Economy of Industrial Societies

Aragon High School   2000 — 2004

Christopher Dry Christopher Dry Calgary, Canada Area Details
Christopher Dry's UBS Wealth Management Experience April 2014 - Present
Job Client Advisor Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - Present
HSBC Global Asset Management  July 2012 - April 2014
HSBC Bank Canada  November 2010 - July 2012
HSBC Bank Canada  February 2008 - November 2010
HSBC Bank Canada  May 2006 - February 2008

Skills
Relationship Management, Banking, Wealth Management, Mutual Funds, Credit, Investments, Credit Risk, Credit Analysis

Education
Mount Royal University

Keith Karstadt Keith Karstadt Greater New York City Area Details
Keith Karstadt's UBS Wealth Management Experience September 2000 - Present
Job Senior Vice President Wealth Management, Portfolio Manager PMP Program at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   September 2000 - Present
Prudential Financial  May 1994 - May 2000
Dean Witter Reynolds Inc.  May 1988 - May 1994
EF Hutton  May 1983 - May 1988
Merrill Lynch  September 1979 - June 1983

Skills
Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement Planning, Separately Managed..., Personal Financial..., Former Professional...

Education
Monmouth University   1972 — 1976
BA, Psychology, Business

Long Branch High School

Michele Garcia Michele Garcia San Francisco Bay Area Details
Michele Garcia's UBS Wealth Management Experience February 2015 - June 2015
Job Sr. Associate / Executive Assistant
Industry Investment Banking
Experience
SqueakyWheel Productions, LLC   May 2014 - Present
UBS Wealth Management   February 2015 - June 2015
J.P. Morgan Securities   January 2009 - December 2013
Credit Suisse Securities  March 2001 - January 2009
Credit Suisse Foundation   2001 - 2009
A.G. Edwards & Sons   January 1997 - March 2001

Skills
Series 7, Series 63, Notary Public, Equities, New Business Development, Investments, Hedge Funds, Private Equity, Portfolio Management, Sales, Fixed Income, Finance, Event Planning

Education
Napa Valley College

Gareth Moore Gareth Moore Baldwin, New York Details
Gareth Moore's UBS Wealth Management Experience February 2014 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2014 - Present
Sonny's Canal House Bar and Restaurant   November 2013 - Present
Empire State Building  April 2012 - August 2012

Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Bookkeeping, Social Media Marketing, Social Networking, Social Skills, Financial Analysis, Corporate Finance, Financial Planning, Microsoft Office, Public Speaking, Teamwork, Leadership, Customer Service, Research, Time Management, Finance, Marketing, Event Planning, Strategic Planning, Sales, Editing, Fundraising, Financial Modeling, Analysis

Education
Molloy College   2012 — 2016

Kellenberg Memorial High School   2008 — 2012

Robert Quito, MBA Robert Quito, MBA West New York, New Jersey Details
Robert Quito, MBA's UBS Wealth Management Experience November 2014 - Present
Job Operations Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2014 - Present
JOC Group Inc.  December 2013 - September 2014
Student Investment Management Group   September 2012 - May 2013
New Jersey City University Undergraduate Admissions   September 2011 - May 2013
US Census Bureau  2010 - 2010
Saint Peter's University  2005 - 2009

Skills
FinancialForce, Salesforce.com, Oracle E-Business Suite, Microsoft Excel, Program Management, SPSS, Access, Improvisational Finance, Gray Market Finance, Instructional Technology, OS X, Spontaneous financing, English & Spanish..., Admissions, Finance

Education
New Jersey City University   2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.76

Saint Peter's College   2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government, 3.4

Scott M. Kancilia Scott M. Kancilia Greater Pittsburgh Area Details
Scott M. Kancilia's UBS Wealth Management Experience May 1988 - September 1995
Job Superintendent at Wagner Development, Inc.
Industry Construction
Experience
Wagner Development, Inc.   March 2012 - Present
Altitude Developemnt and Construction, Inc.   December 2006 - January 2012
First Allied Securities  September 1997 - December 2009
Morgan Stanley  February 1995 - September 1997
UBS Wealth Management   May 1988 - September 1995

Skills
Construction Management, Wealth Management, Options Strategies, Branch Management, Risk Management, Portfolio Management, Contract Management, Strategic Financial..., MS Project, Blueprint Reading, Subcontracting, Project Bidding, Cost Control, Financial Services, Contract Negotiation, Investments, Due Diligence, Insurance, Value Engineering, Finance, Asset Management, Project Planning, Strategic Planning, Change Orders, Cost Management, Budgets, Construction Safety, Process Scheduler, Executive Management

Education
University of Northern Colorado
Bachelor of Science (B.S.), Business Administration and Management, General

Naropa University   2005 — 2012
Master of Arts (M.A.), Wilderness Therapy

Parry Elliott Parry Elliott Chicago, Illinois Details
Parry Elliott's UBS Wealth Management Experience February 2013 - May 2013
Job Financial Analyst at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank  July 2014 - July 2015
UBS Wealth Management   February 2013 - May 2013
Moody's Investors Service  June 2012 - September 2012
Internal Revenue Service  July 2011 - August 2011

Skills
Java, Social Media, Photoshop, Teamwork, Corporate Finance, Microsoft Office, Research, PowerPoint, Microsoft Word, AutoCAD, Public Speaking, English, Customer Service, Microsoft Excel, Team Leadership, Leadership, Time Management, Windows, C++, Event Planning, C, HTML, Matlab, Management, Strategic Planning, Financial Analysis, Nonprofits, Social Networking

Education
Morehouse College   2010 — 2014
Bachelor of Arts (B.A.), Finance, General

Richard N. Fu Richard N. Fu San Francisco, California Details
Richard N. Fu's UBS Wealth Management Experience June 2007 - August 2007
Job Strategy Manager
Industry Management Consulting
Experience
Accenture  September 2013 - Present
FABERNOVEL  June 2014 - December 2014
Accenture  September 2011 - August 2013
Accenture  April 2010 - August 2011
Citi  July 2008 - April 2010
UBS Wealth Management   June 2007 - August 2007
ProAc Consulting   June 2006 - August 2006

Skills
Business Growth, Strategic Consulting, Credit Risk, Healthcare, Marketing Strategy, Product Management, Credit Analysis, New Business Development, Market Entry, Business Strategy, Business Development, Competitive Analysis, Strategy, Management Consulting, Financial Modeling, Business Analysis, Start-ups

Education
The London School of Economics and Political Science (LSE)   2015 — 2015
Master's Degree, Management

The University of Texas at Austin   2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship

New York University   2004 — 2008
BA, Economics, East Asian Studies

National Taiwan University   2006 — 2006
International Chinese Language Program, Chinese Language and Literature

Nate deKanter Nate deKanter Greater New York City Area Details
Nate deKanter's UBS Wealth Management Experience December 2002 - January 2004
Job Managing Director at Westminster Research Associates LLC
Industry Financial Services
Experience
Westminster Research Associates LLC   March 2015 - Present
Westminster Research Associates LLC   December 2006 - February 2015
Westminster Research Associates LLC   August 2004 - December 2006
UBS Wealth Management   December 2002 - January 2004

Skills
Electronic Trading, Equities, Hedge Funds, Series 7, Bloomberg, Fixed Income, Capital Markets

Education
Trinity College-Hartford   1995 — 2000
Bachelor's Degree, Religion/Religious Studies

National University of Ireland, Galway   1999 — 1999

Danny Chiou Danny Chiou Greater New York City Area Details
Danny Chiou's UBS Wealth Management Experience April 2014 - February 2015
Job MBA
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - February 2015
The Grand Hotel Taipei   April 2009 - July 2010

Skills
Hotel- und..., Finanzanalyse

Education
Monroe College   2014 — 2015
Master of Business Administration (MBA), Rechnungs- und Finanzwesen

The University of Huddersfield   2012 — 2013
Bachelor of Arts (B.A.), Business, Management, Marketing und verbundene unterstützende Dienste

Albert Einstein Gymnasium Bochum   1997 — 2008
Abitur, English, Economics

Allegra Kenwell Allegra Kenwell New York, New York Details
Allegra Kenwell's UBS Wealth Management Experience March 2015 - Present
Job Sourcer at UBS Wealth Management
Industry Staffing and Recruiting
Experience
UBS Wealth Management   March 2015 - Present
UBS Wealth Management   December 2013 - March 2015
Deloitte  September 2011 - July 2013
Somerset County Prosecutors Office  June 2010 - August 2011

Skills
Strategic Sourcing, Recruiting, Microsoft Word, Legal Writing, Document Review, Administrative..., Microsoft Office, Legal Research, Social Media, Human Resources, Meeting Planning, Business Correspondence, Legal Documents, Marketing, Westlaw, Administrative..., Outlook, Customer Service, Microsoft Excel

Education
Montclair State University   2009 — 2011
Bachelor of Arts (BA), Justice Studies, Justice Systems

Villanova University   2007 — 2009

Hamza Mian Hamza Mian Teaneck, New Jersey Details
Hamza Mian's UBS Wealth Management Experience October 2014 - Present
Job Client Resolution Specialist at UBS Wealth Management
Industry
Experience
UBS Wealth Management   October 2014 - Present
JPMorgan Chase  July 2014 - October 2014
PrimeLerner Companies   March 2013 - May 2014

Skills
Short Sales, Microsoft Excel, Contract Negotiation, Negotiation, Relocation, Buyer Representation, Real Estate, Foreclosures, Condos, Sellers, Investors, Real Estate Economics, Real Estate Financing, Microsoft Office, Financial Analysis, Budgets, Analysis, Microsoft Word, Leadership, PowerPoint, Research, Access, Finance, Financial Reporting

Education
New Jersey Institute of Technology   2008 — 2012

Alex Mbungo Alex Mbungo Greater New York City Area Details
Alex Mbungo's UBS Wealth Management Experience April 2014 - February 2015
Job Expense Analysis Lead Strategic Initiatives at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  February 2015 - Present
UBS Wealth Management   April 2014 - February 2015
Credit Suisse  August 2011 - April 2014
Credit Suisse  July 2010 - August 2011
IBM  June 2008 - January 2009
Morgan State University  June 2007 - June 2008
LaSalle Investment Management  June 2006 - October 2006

Skills
Analysis, Testing, Signal Integrity, LAN-WAN, Low Latency, High Frequency Trading, Network Monitoring Tools, System Monitoring, Project Management, Data Center, ITIL, Data Analysis, Matlab, Statistics, Business Analysis, Network Engineering, MS Office Suite, Minitab, High Speed Digital, VHDL, HSpice, PCB design, Labview, C++, Change Management, Strategy, Algorithms, Disaster Recovery, SharePoint, TCP/IP, Microsoft Office, Management, Vendor Management, Telecommunications, Infrastructure, Electronic Trading, Market Data, Integration, Program Management, IT Strategy, Risk Management, Leadership, Strategic Planning

Education
Morgan State University
B Sc., Electrical Engineering, Honors

Lauren Newhart Lauren Newhart San Francisco Bay Area Details
Lauren Newhart's UBS Wealth Management Experience May 2004 - August 2005
Job Member, State Bar of Maryland
Industry Law Practice
Experience
Humane Society Legislative Fund   June 2011 - August 2011
Orleans Parish Juvenile Court  June 2010 - August 2010
UBS Wealth Management   May 2004 - August 2005

Education
Tulane University Law School   2009 — 2012
J.D.

Mount Holyoke College   2004 — 2008
Bachelor's degree, International Relations and Affairs, Magna cum laude

San Francisco Conservatory of Music   2000 — 2004

Blane Rings Blane Rings Peoria, Illinois Area Details
Blane Rings's UBS Wealth Management Experience September 1998 - December 2007
Job Chief Operating Officer/Chief of Staff with I.I.S. & AARECo
Industry Industrial Automation
Experience
Innovative Industrial Services and American Allied Railway Equipment Co   December 2007 - Present
UBS Wealth Management   September 1998 - December 2007

Education
University of Nebraska-Lincoln   1986 — 1988
Masters, Family Economics

University of Nebraska at Omaha   1984 — 1986
B.S., Sociology

Moody Bible Institute   1979 — 1982

Jay Mercado Jay Mercado East Elmhurst, New York Details
Jay Mercado's UBS Wealth Management Experience February 2007 - September 2011
Job Specialist, Total Rewards at Starwood Hotels and Resorts
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc.   October 2011 - December 2013
UBS Wealth Management   February 2007 - September 2011
Valiant  November 2006 - January 2007
United States Marine Corps  June 2002 - June 2005

Skills
Human Resources, HRIS, PeopleSoft, Recruiting, Employee Relations, SAP, ADP Payroll, SharePoint, Military Experience, ADP E-Time, Group Leadership, Public Relations, Program Management, Deferred Compensation

Education
DeVry College of New York's Keller Graduate School of Management   2013 — 2016
Technical Management

Nassau Community College   2001 — 2002

Holy Cross High School   1998 — 2001
Regents Diploma

Rohan Nigam Rohan Nigam New York, New York Details
Rohan Nigam's UBS Wealth Management Experience September 2008 - December 2009
Job Network Analyst at Citigroup
Industry Financial Services
Experience
Citi  November 2010 - Present
UBS Wealth Management   September 2008 - December 2009

Skills
CCNA, Network Engineering, Business Analysis, CCNP Certified, Bloomberg Terminal, Visio, Network Design, Liaison, Engineering..., SDLC, Data Center, BGP, Vendor Management, Disaster Recovery, Cisco Technologies, Integration, VPN, Market Data, Cisco Certified, SharePoint, Business Requirements, SQL, VBA, Requirements Analysis, IT Strategy, Unix, IT Management, Firewalls, ITIL, Infrastructure

Education
NJIT   2006 — 2010
Bachelor of Science (B.S.), Information Systems & Business Management

John P Stevens High School   2002 — 2006
High School, Science & Maths

Patricia Yndigoyen Patricia Yndigoyen Greater New York City Area Details
Patricia Yndigoyen's UBS Wealth Management Experience January 2010 - May 2010
Job Financial Coordinator
Industry Financial Services
Experience
EcoLogic Solutions INC   July 2011 - Present
YnMar Jewelry   January 2009 - June 2011
UBS- Wealth Management  January 2010 - May 2010

Skills
QuickBooks, AllOrders, HTML, Financial Analysis, Microsoft Excel, Research, Microsoft Office, Social Media Marketing, Accounting, Bloomberg, Social Media, Start-ups, Equities, Access, PowerPoint, Budgets, Marketing, Analysis, Sales, Customer Service, Marketing Strategy, Event Planning, Management

Education
Pace University   2008 — 2010
BBA, Finance & Economics

Nassau Community College
Associate of Arts and Sciences (A.A.S.)

Idel Garcia Idel Garcia Weehawken, New Jersey Details
Idel Garcia's UBS Wealth Management Experience March 2009 - Present
Job Associate Director, Financial Ops Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2009 - Present
UBS Wealth Management   January 2008 - March 2009

Education
New Jersey City University
Bachelor of Science, Business Management

Thomas McCann Thomas McCann Greater New York City Area Details
Thomas McCann's UBS Wealth Management Experience October 2008 - August 2009
Job Business Sales at TMobile
Industry Telecommunications
Experience
T-Mobile  December 2013 - Present
Aequor Technologies  January 2012 - December 2012
Aequor Funding Corporation   August 2009 - January 2012
UBS Wealth Management   October 2008 - August 2009
Tau Kappa Epsilon Fraternity  2005 - 2009

Skills
Customer Service, Sales, Government, Analysis, Time Management, Strategic Planning, Team Building, Sales Management, Leadership, Process Improvement, Strategy, Employee Relations, Negotiation, Vendor Management, SDLC, Loans, Microsoft Excel, Account Management, CRM, Recruiting, Banking, Management, Access, Training, Interviews, Program Management, Business Analysis, New Business Development, Testing, Operations Management, Project Management, Employee Benefits, Business Development, Credit, Team Management, Team Leadership, Salesforce.com, Investments, Consulting, Networking, Microsoft Office, Sales Operations, Direct Sales, Contract Negotiation, Telecommunications

Education
New Jersey City University   2004 — 2008
B.S., Finance

Khai Edouard Khai Edouard Atlanta, Georgia Details
Khai Edouard's UBS Wealth Management Experience July 2011 - July 2013
Job Analyst, Strategy & Development at Pulte Group, Inc.
Industry Construction
Experience
PulteGroup  January 2015 - Present
RentPath (TPG Capital Portfolio Company)   June 2014 - December 2014
AT&T  August 2013 - May 2014
UBS Wealth Management   July 2011 - July 2013
United Way of Metropolitan Atlanta  May 2011 - July 2011
UBS Wealth Management   June 2010 - August 2010
Bank of America  July 2009 - March 2010
Georgia Department of Labor  May 2008 - August 2008
Federal Equal Employment Opportunity Commission   May 2008 - August 2008

Skills
Financial Modeling, Data Analysis, Strategic Planning, Strategy, Financial Analysis, Statistical Data..., Project Management, Microsoft Excel, Alteryx, Tableau, Access, SQL, R, Python, Microsoft Office, Marketing, Business Development, Salesforce.com, CRM, Microsoft SQL Server, Community Outreach, Microsoft Applications, SQLWindows, Financial Regulation, Operational Risk..., Acquisition Campaigns, Social Media, Brand Management, Leadership, Public Speaking, Management, Research, Analysis, PowerPoint, Event Planning, Social Networking, Financial model, Customer Service

Education
Morehouse College   2007 — 2011
Bachelors of Arts, Business Administration

Udacity   2014 — 2015
Data Analyst/Data Analytics Nano-degree

Atlanta University Center

Vince Pelosi Vince Pelosi Greater New York City Area Details
Vince Pelosi's UBS Wealth Management Experience April 2013 - Present
Job Syndicated Loans Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  May 2015 - Present
UBS Wealth Management   April 2013 - Present
Bank of New York Mellon  September 2010 - April 2013
Traxi LLC  2009 - 2010

Skills
Bloomberg, Financial Services, Fixed Income, Microsoft Office, PowerPoint, Financial Reporting, Customer Service, Lotus Notes, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Time Management, Teamwork, Finance, Risk Management, Process Improvement, Training, Accounting, Alternative Investments, Banking, Financial Modeling

Education
Moravian College   2006 — 2010
BA, Finance

Neo Chiang Neo Chiang Greater New York City Area Details
Neo Chiang's UBS Wealth Management Experience August 2006 - September 2007
Job Manager at Galaxy Tour NY Inc.
Industry Hospitality
Experience
Galaxy Tour NY Inc.   October 2013 - Present
Galaxy Tour Inc.   December 2011 - September 2013
Taipei Economic & Cultural Office  September 2007 - September 2008
UBS Wealth Management   August 2006 - September 2007

Skills
Microsoft Office, Microsoft Word, Research, Event Planning, Event Management, Microsoft Excel

Education
The University of Texas at Dallas   2009 — 2011
Master of Science (MS), Accounting

National Taiwan University   2003 — 2007
Bachelor of Science (BS), Finance, General

Keshav Havnurkar Keshav Havnurkar Greater New York City Area Details
Keshav Havnurkar's UBS Wealth Management Experience August 2011 - September 2015
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   September 2015 - Present
UBS Wealth Management   August 2011 - September 2015
Deutsche Bank  July 2007 - September 2011
Citigroup  August 2004 - July 2007
S&P  2000 - 2004
Indus Consultancy Services  1998 - 2000
Charles Schwab  1996 - 1998
Tata Consultancy Services  1990 - 1995
Tata Consultancy Services  1990 - 1995

Skills
Fixed Income, Trading Systems, Equities, Electronic Trading, Derivatives, Project Management, SOA, PMP, Enterprise Architecture, Prime Brokerage, Order Management, Middle Office, Trading, Investment Banking, Sybase

Education
Rutgers, The State University of New Jersey-Newark   2003 — 2006
MBA, Finance and Global Manageent

PMI.org   2005 — 2005
PMP, Project Management Professional

National Institute of Technology Surat   1982 — 1986
Bachelors of Engineering, Electronics

South Gujarat University   1982 — 1986
BE, Electronics Engineering

Jale Banay Jale Banay Greater Boston Area Details
Jale Banay's UBS Wealth Management Experience February 2007 - July 2012
Job Product Manager
Industry Information Technology and Services
Experience
Compliance Technologies International, LLP  August 2012 - Present
UBS Wealth Management   February 2007 - July 2012
UBS Wealth Management   March 2006 - February 2007
UBS Wealth Management   May 2001 - February 2007

Skills
Equities, Risk Management, Financial Services, Business Analysis, Series 7, Wealth Management, Securities, SDLC, Project Portfolio..., Fixed Income, Requirements Analysis, Program Management, Financial Risk, CRM, Business Requirements, Relationship Management, Trading Systems, Banking

Education
Montclair State University   2008 — 2012
Master of Business Administration (MBA)

New Jersey City University   2001 — 2004
Bachelor of Science (BS)

Denise (Santoro) Perniola Denise (Santoro) Perniola Greater New York City Area Details
Denise (Santoro) Perniola's UBS Wealth Management Experience March 2014 - Present
Job Director, Chief of Staff at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  June 2015 - Present
UBS Wealth Management   March 2014 - Present
UBS Wealth Management   March 2014 - May 2015
UBS Wealth Management   June 2011 - May 2015
Thomson Reuters  December 2009 - June 2011
Thomson Reuters  April 2008 - January 2010
Reuters  November 2000 - April 2008
Multex  2000 - 2003
Lewco Securities  July 1999 - November 2000
Merrill Lynch  March 1995 - July 1999

Skills
Project Management, Agile, Salesforce.com, Cloud Computing, Virtualization, .NET, VBA, CSS Javascript, TFS, MS Project, Microsoft SQL Server, Access, Project Server, Agile Methodologies, HP ALM, JavaScript, VBScript, IT Strategy, Business Analysis, PMO, Integration, Program Management, Requirements Analysis, SDLC, Software Project..., Strategy, Vendor Management

Education
New Jersey Institute of Technology; NJIT   1985 — 1990
BIS CIS, Computer Science, Industrial Engineering, Math

Thomas Lukasiewicz Thomas Lukasiewicz Greater New York City Area Details
Thomas Lukasiewicz's UBS Wealth Management Experience March 2009 - January 2012
Job Director Banking Operations Platform Support
Industry Financial Services
Experience
UBS  January 2012 - Present
UBS Wealth Management   March 2009 - January 2012
UBS Wealth Management   January 2008 - March 2009
UBS Wealth Management   July 2005 - January 2008
UBS Wealth Management   October 2003 - July 2005
UBS Wealth Management   June 2000 - September 2003
Alliance Capital Management  November 1997 - May 2000

Skills
Mutual Funds, Call Center, Asset Managment, Financial Services, Team Management, Project Management, Equities, Call Centers, Series 7, Service Delivery, Investments, Series 63, CRM, Disaster Recovery, Management

Education
Muhlenberg College   1983 — 1987
BA, Double Major--Economics and Business

Sean Reiman Sean Reiman Trenton, New Jersey Details
Sean Reiman's UBS Wealth Management Experience June 2015 - June 2015
Job Associate Director
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - June 2015
American Stock Transfer & Trust Co LLC  January 2010 - May 2015
Computershare  July 2006 - November 2009
UBS  2000 - 2006

Skills
Project Management, Microsoft Excel, Financial Services, Requirements Analysis, Microsoft Office, New Business Development, SDLC, Vendor Management, Product Development, Financial Analysis, Process Improvement, Risk Management, Program Management, Business Intelligence, Strategic Planning, Data Analysis, Customer Service, Management, Business Development, Integration, Securities, PMO, Budgets, Business Process..., Mutual Funds, Microsoft Word, Salesforce.com, Leadership, Outsourcing, Business Strategy, Team Building, Business Requirements, Negotiation, Analytics, Business Analysis, Project Planning, Account Management, Access, Analysis, Options, Change Management, Team Leadership, Equities, Product Management, PowerPoint, Banking

Education
Nassau Community College   1989 — 1990

Tom Parnaby Tom Parnaby Greater New York City Area Details
Tom Parnaby's UBS Wealth Management Experience May 2011 - Present
Job Director at UBS Wealth Management Equity Compensation
Industry Financial Services
Experience
UBS Wealth Management   May 2011 - Present
Morgan Stanley Smith Barney  March 2008 - July 2011
Merrill Lynch  May 1995 - September 2007

Skills
Restricted Stock, Options, Benefits Administration, Series 7, Series 66, Defined Benefit, 401k, Deferred Compensation, ESPP, Equities, Securities, Stocks, Retirement Planning, Retirement, Mutual Funds, Investments, Portfolio Management, Uniform Combined State..., Wealth Management..., Financial Services, Relationship Management, Wealth Management, Financial Advisory, Executive Pay, FINRA, Leadership, Pensions

Education
Montclair State University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics

Will Person Will Person Greater Boston Area Details
Will Person's UBS Wealth Management Experience 2005 - 2006
Job Realtor at Weichert, Realtors
Industry Real Estate
Experience
Weichert, Realtors  June 2015 - Present
Lifetouch Sports and Special Events   2013 - 2015
Lifetouch  2009 - 2013
Captive Images   2007 - 2010
Osmose  2006 - 2007
UBS Wealth Management   2005 - 2006
MetLife  2003 - 2006
Fleet Bank  2000 - 2003
MVP Sports/Decathlon   1999 - 2000

Skills
Customer Service, Photography, Microsoft Office, Photoshop, Management, Team Building, Microsoft Excel, PowerPoint, Customer Relations, Social Media, Risk Management, Process Improvement, Event Planning, Strategic Planning, Word, Windows, Digital Photography, Account Management, Business Development, Sales Management, Google Apps

Education
New England College of Business and Finance   2001 — 2002
Accounting and Finance

Northeastern University   1997 — 1999
Economics

University of Massachusetts, Amherst   1994 — 1996
Music, Liberal Arts

Amaury Delgado Amaury Delgado Greater New York City Area Details
Amaury Delgado's UBS Wealth Management Experience November 2013 - September 2014
Job IT PM at CVS Health
Industry Information Technology and Services
Experience
CVS Health  October 2014 - Present
UBS Wealth Management   November 2013 - September 2014
Horizon Blue Cross Blue Shield of New Jersey  June 2013 - November 2013
Credit Suisse  July 2012 - December 2012
Medco Health Solutions  June 2008 - July 2012

Skills
SDLC, Business Analysis, MS Project, Process Improvement, Project Portfolio..., Project Management, Visio, Cross-functional Team..., SharePoint, Healthcare Information..., PMO, Software Documentation, Microsoft Office, IBM Rational Portfolio..., Microsoft Office..., Microsoft Excel, Project, Change Management, Software Development, Risk Management, Integration, CRM, Agile Project Management, Management, Program Management, Governance, Budgets, Business Process..., Scrum, Software Project..., IT Management, Project Planning, Vendor Management, Resource Management, Requirements Analysis, Requirements Gathering, IT Strategy, Quality Assurance, Enterprise Architecture, Business Intelligence, Information Technology, Microsoft Project

Education
New Jersey Institute of Technology - School of Management
Bachelor's degree, Management Information Systems

Bergen County Regional Academies
High School Diploma, Graphic Communications

Edward Fagan Edward Fagan Greater New York City Area Details
Edward Fagan's UBS Wealth Management Experience October 2007 - January 2010
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA  January 2010 - Present
UBS Wealth Management   October 2007 - January 2010
UBS Wealth Management   April 2004 - October 2007
Merrill Lynch  1999 - 2002
Vail Resorts  1997 - 1999
Johns Hopkins Hospital  1997 - 1997

Skills
Risk Management, Internal Audit, Fraud Investigations

Education
Montclair State University   2005 — 2008
MBA, Accounting

University of Delaware   1993 — 1997
BS

Edward P. Miner, MBA Edward P. Miner, MBA Greater New York City Area Details
Edward P. Miner, MBA's UBS Wealth Management Experience December 2001 - January 2008
Job Director, Client Services at Fiserv
Industry Financial Services
Experience
Fiserv  November 2009 - Present
Assent LLC  August 2008 - November 2009
UBS Wealth Management   December 2001 - January 2008
UBS Financial Services, Inc.   2002 - 2008
Merrill Lynch  April 1990 - December 2001
Dean Witter Reynolds  1988 - 1989
Charles Schwab  1985 - 1988

Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management

Education
Monmouth University   1993 — 1995
MBA, Accounting

Rider University   1985 — 1988
B.S., Finance

Franklin High School, Franklin Twp NJ

Marie Ruane Marie Ruane Greater New York City Area Details
Marie Ruane's UBS Wealth Management Experience May 2002 - July 2004
Job VP, Client Onboarding at Jefferies LLC
Industry Investment Banking
Experience
EXL Service  March 2013 - Present
Societe Generale  August 2008 - Present
Jefferies LLC  June 2014 - June 2014
Societe Generale  2004 - December 2012
SG Americas Securities, LLC  August 2004 - August 2008
UBS Wealth Management   May 2002 - July 2004
UBS Paine Webber  July 2000 - May 2002
Picatinny Federal Credit Union  June 1987 - June 2000

Education
New Jersey City University
Bachelor of Science, Business Management

Claire Lukacs Claire Lukacs Greater New York City Area Details
Claire Lukacs's UBS Wealth Management Experience May 2008 - April 2009
Job Graphic Designer
Industry Financial Services
Experience
Freelance Consultant  February 2015 - Present
Prudential Financial  August 2012 - January 2015
Freelance Consultant  January 2012 - August 2012
Prudential Investments  April 2011 - December 2011
J.P. Morgan Private Bank   May 2010 - April 2011
Freelance Consultant  November 2009 - April 2010
UBS Wealth Management   May 2008 - April 2009
UBS Wealth Management   July 2002 - May 2008
Mitchell & Associates  March 2001 - June 2002
Cyrk  March 1998 - March 2001

Skills
Graphic Design, Adobe Creative Suite, Brand Development, Direct Mail, Direct Marketing, Newsletters, Graphics, Creative Problem Solving, Brochures, Brand Implementation, Print Production, Troubleshooting, Press Checks, Advertising, Art Direction, Marketing Communications, Layout, Collateral, QuarkXPress, Posters, Concept Development, Marketing, Creative Direction

Education
Moore College of Art and Design

Rick Shaughnessy Rick Shaughnessy Manasquan, New Jersey Details
Rick Shaughnessy's UBS Wealth Management Experience January 2012 - September 2013
Job Associate Financial Advisor Vice President Codacovi & Associates Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Guardian Life  October 2013 - July 2014
UBS Wealth Management   January 2012 - September 2013
UBS Wealth Management   2009 - 2012
UBS Wealth Management   2006 - 2009

Skills
Risk Management, Business Planning, College Education..., Employee Benefits, Protection Planning, Customer Service, Community Service, Strategic Planning

Education
Monmouth University   2001 — 2004
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Brick Memorial

Meghan Hedges, MBA Meghan Hedges, MBA Greater New York City Area Details
Meghan Hedges, MBA's UBS Wealth Management Experience 2006 - 2006
Job Sr. Advertising Consultant at MetLife
Industry Marketing and Advertising
Experience
MetLife  July 2014 - Present
Prudential Financial  November 2010 - July 2014
Giovatto Advertising  November 2006 - November 2010
UBS Wealth Management   2006 - 2006

Skills
Advertising, Social Media Marketing, Account Management, Marketing Strategy, Direct Mail, Digital Marketing, Email Marketing, Online Advertising, Social Media, Public Relations, Marketing, Press Releases, Media Planning, SEM

Education
Montclair State University   2009 — 2012
MBA, Marketing, Finance

Ramapo College of New Jersey   2002 — 2006
BS, Business Administration

Depaul

Tim McEwen Tim McEwen Lincoln, Nebraska Area Details
Tim McEwen's UBS Wealth Management Experience December 2008 - Present
Job Vice President Investments, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   December 2008 - Present
Morgan Stanley  March 2003 - December 2008

Education
Nebraska Wesleyan University   1995 — 1999
B.S., Business Administration

Noel Rosario Noel Rosario United States Details
Noel Rosario's UBS Wealth Management Experience March 2014 - August 2015
Job Vice President Internal Audit
Industry Financial Services
Experience
JPMorgan Chase & Co.   August 2015 - Present
UBS Wealth Management   March 2014 - August 2015
National Financial Partners  March 2006 - March 2014
PricewaterhouseCoopers  August 2003 - March 2006

Education
Monmouth University   1998 — 2003
Bachelor of Science (B.S.)

Hackensack High School   1994 — 1998
High School Diploma

Marie Varela Marie Varela Greater New York City Area Details
Marie Varela's UBS Wealth Management Experience 1999 - 2001
Job Office Manager/ Executive Assistant to Chairman & CEO at Archery Capital, LLC
Industry Financial Services
Experience
Archery Capital, LLC   March 2004 - December 2008
Castle Harlan, Inc.   January 2003 - January 2004
ABN AMRO, Inc.   February 2001 - November 2002
UBS Wealth Management   1999 - 2001
Swiss Bank Corporation  April 1994 - February 1999
Morgan Stanley & Co. Inc.   August 1993 - December 1993
First Boston Corporation  May 1990 - August 1993

Skills
Training

Education
New York University   1999 — 2000
Certificate Program, Global Marketing & Management

Montclair State University   1982 — 1986
BS, Business Administration

Bruce Fishkin Bruce Fishkin Springfield, New Jersey Details
Bruce Fishkin's UBS Wealth Management Experience 2006 - 2011
Job In Transition from IT to Healthcare
Industry Hospital & Health Care
Experience
Various Consulting Engagements  September 2011 - December 2013
UBS Wealth Management   2006 - 2011
UBS Wealth Management   2004 - 2006
UBS PaineWebber  1998 - 2004
Springfield First Aid Squad   January 1998 - December 2003
PaineWebber  1994 - 1998
J.P. Morgan   1992 - 1994
PaineWebber  1988 - 1992
PaineWebber  1987 - 1988
PaineWebber  1985 - 1987

Skills
MS Project, Visio, SharePoint, Process Improvement, Business Analysis, SDLC, Change Management, Project Planning, Project Governance, Analysis, Software Project..., Requirements Analysis, Project Management, Integration, PMO, Data Warehousing, SQL, Agile Methodologies, Quality Assurance, Financial Services, Access, Information Technology

Education
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing   2015 — 2015
Diploma, Nursing, Registered Nursing/Registered Nurse

Union County College   2014 — 2014
Associate's degree, Pre-Nursing Studies, 1st Year

New York University - Leonard N. Stern School of Business   1982 — 1985
BS, Finance

The University of Chicago   1975 — 1978

Marlboro High School

Kadhir Rangasamy Kadhir Rangasamy New York, New York Details
Kadhir Rangasamy's UBS Wealth Management Experience May 2009 - November 2009
Job Security Lending Trading Desk Support
Industry Information Technology and Services
Experience
Morgan Stanley  October 2014 - Present
Credit Suisse  November 2009 - October 2014
UBS Wealth Management   May 2009 - November 2009
Morgan Stanley  May 2008 - April 2009
Barclays Capital  December 2006 - April 2008
Merrill Lynch  August 2006 - November 2006

Skills
Sybase Adaptive Server, Perl Script, Unix Shell Scripting, Unix, Autosys, Informatica, Control M, Oracle SQL, PMP, WebSphere MQ, Prime Brokerage, Fixed Income, Equities, Financial Reporting, Sybase, SDLC, Databases, PL/SQL, ETL, XML

Education
Velammal Engineering College   2001 — 2005
BE, Computer Science

New Jersey Institute of Technology
Master's degree, Computer Science

Nuri Ilkay Kazakci Nuri Ilkay Kazakci Greater New York City Area Details
Nuri Ilkay Kazakci's UBS Wealth Management Experience March 2005 - July 2009
Job HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank  July 2009 - Present
UBS Wealth Management   March 2005 - July 2009
Bank of New York Mellon  May 2000 - March 2005

Skills
Settlements, Back Office, Financial Markets, Portfolio Management, Economics, Bloomberg Terminal, Euroclear, DTC, Securities, Bloomberg, Settlement, Fixed Income, Corporate Actions, Financial Services, Trading, Equities, Finance, Derivatives, Banking

Education
Montclair State University   1996 — 2000
MA, Economics

Jeff DeCrescenzo Jeff DeCrescenzo Greater New York City Area Details
Jeff DeCrescenzo's UBS Wealth Management Experience December 1996 - April 2009
Job VP Quality Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2010 - Present
UBS Wealth Management   December 1996 - April 2009
Telcordia Technologies  June 1981 - December 1996

Education
Monmouth University   1988 — 1991
BS, Computer Science

Bob Sheredos Bob Sheredos Greater Atlanta Area Details
Bob Sheredos's UBS Wealth Management Experience April 2009 - June 2010
Job Senior Applications Architect, eCommerce, at First Data Corporation
Industry Computer Software
Experience
First Data Corporation  2010 - Present
UBS Wealth Management   April 2009 - June 2010
BLM Investment Securities   November 2002 - January 2009
Hezog, Heine, Geduld   December 1998 - October 2002
Lewco Securities Corporation   May 1998 - December 1998
Gruntal & Co.   May 1996 - May 1998
Network Programs  November 1995 - May 1996
IBM  January 1995 - November 1995
Bell Communications Research  1984 - 1994
Bell Labs  1980 - 1984

Education
Montclair State University
BA

Andre Ellis Andre Ellis Greater New York City Area Details
Andre Ellis's UBS Wealth Management Experience July 2010 - April 2013
Job Software Engineer at ITG on Foreign Exchange TCA Team
Industry Computer Software
Experience
ITG  September 2014 - Present
Surecomp  April 2013 - August 2014
UBS Wealth Management   July 2010 - April 2013
United States Department of Defense  June 2007 - December 2009

Skills
Sybase, Software Development, Perl, C++, JavaScript, Web Services, Ksh, Integration, IDE, VBScript, ASP.NET, Git, Waterfall, Configuration Management, Mainframe, Java, Spring, Agile Methodologies, XML, Multithreading

Education
Morehouse College   2006 — 2010
Bachelor of Science (B.S.), Computer Science

Robert Zuppa Robert Zuppa Greater Boston Area Details
Robert Zuppa's UBS Wealth Management Experience June 2011 - Present
Job Wealth Management Professional
Industry Financial Services
Experience
UBS Wealth Management   June 2011 - Present
Independent  January 2009 - May 2011
UBS Wealth Management   July 1996 - December 2008
Independent  March 1990 - July 1996

Education
New Jersey Institute of Technology
Electrical Engineering

Robert Junco Robert Junco Greater New York City Area Details
Robert Junco's UBS Wealth Management Experience 2000 - 2006
Job associate at Societe Generale
Industry Banking
Experience
Societe Generale  April 2011 - Present
Societe Generale  September 2008 - April 2011
UBS Financial Services  October 2006 - September 2009
UBS Wealth Management   2000 - 2006
UBS Financial Services  October 2000 - August 2005
UBS Financial Services  September 1998 - October 2000
UBS Financial Services  September 1998 - October 2000

Skills
Trading, Securities, Account Reconciliation, Settlement, Corporate Actions, Calypso, Fixed Income, Banking, Financial Risk, Middle Office, Trading Systems, Bonds, Back Office, Electronic Trading, Asset Management, Treasury, Finance, Financial Services, Investments, Capital Markets, Bloomberg, Investment Banking, Equity Derivatives, Equities, Derivatives, Structured Products, Credit Derivatives, FX Options, Interest Rate..., Swaps, Market Risk, Credit, Financial Markets

Education
New Jersey City University   1994 — 1997

Berkley college
International Business

Berkley college
International Business

Rishema Gordon Rishema Gordon Greater New York City Area Details
Rishema Gordon's UBS Wealth Management Experience April 2001 - Present
Job Assistant Vice President at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   April 2001 - Present
PricewaterhouseCoopers  January 1997 - April 2001

Skills
Avaya, Financial Services, Call Centers, Disaster Recovery, Management, Vendor Management, Project Management

Education
University of Phoenix   2009 — 2010
Information Technology/Networking

Montclair State University   2004 — 2006
Information Technology

Bharath Krishnamachari Bharath Krishnamachari New York, New York Details
Bharath Krishnamachari's UBS Wealth Management Experience July 2012 - March 2014
Job Analytics & Special Operations Manager Ideel.com at Groupon
Industry Internet
Experience
Groupon  June 2014 - Present
UBS Wealth Management   July 2012 - March 2014
UBS AG  July 2008 - July 2012
Rabobank International  May 2007 - August 2007
Credit Suisse AG, Singapore   May 2006 - August 2006

Skills
Perl, Java, Financial Modeling, Agile Methodologies, Scrum, Unix, Business Insights, Analytics, Storyboarding, SAS, SQL, Problem Solving, Hive, Primary Research, Building Relationships, TDD

Education
National University of Singapore   2004 — 2008
Bachelor of Computing, Computer Engineering

AMM Mat Hr Sec School

Diane Stemper Diane Stemper Greater New York City Area Details
Diane Stemper's UBS Wealth Management Experience May 2006 - July 2007
Job Client Service Manager at Broadridge Financial Solutions
Industry Information Technology and Services
Experience
Broadridge Financial Solutions  May 2014 - Present
Broadridge Financial Solutions  November 2011 - April 2014
Marketing TechnologyUBS Financial Services, Wealth Mgmt   July 2007 - April 2009
UBS Wealth Management   May 2006 - July 2007
Project ManagementSunGard Investment Management   January 2002 - November 2005
SunGard  October 2000 - January 2002
SunGard  September 1997 - October 2000
Network ServicesShaw Data Services, Inc   May 1986 - September 1997

Skills
Financial Services, Vendor Management, Project Management, Business Analysis, Requirements Analysis, Software Documentation

Education
New Jersey Institute of Technology
Master of Science Degree with a, Operations Management

Ramapo College of NJ
Bachelor of Science Degree, Business Administration; Marketing

Doug John Doug John Dallas/Fort Worth Area Details
Doug John's UBS Wealth Management Experience November 2002 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS Wealth Management   November 2002 - Present
Deutsche Bank  June 1999 - November 2002
Merrill Lynch  November 1996 - June 1999

Education
Southern Methodist University - Cox School of Business   1999 — 2002
Master of Business Administration (MBA), Finance

Mount Saint Mary's College   1989 — 1994
Bachelor's degree, Finance, General

warren feinstein warren feinstein Greater New York City Area Details
warren feinstein's UBS Wealth Management Experience April 1986 - January 2002
Job finance/operations at Royal Bank of Canada
Industry Banking
Experience
Royal Bank of Canada  July 2008 - Present
ABN AMRO  2002 - 2008
UBS Wealth Management   April 1986 - January 2002
Kidder Peabody  April 1986 - February 1994
Kidder Peabody  April 1986 - February 1994

Skills
Fixed Income, Securities, Back Office, Banking, Capital Markets, Equities, Investment Banking, Derivatives, Financial Services, Bonds, Prime Brokerage, Settlement, Accounting, Bloomberg, Middle Office

Education
New Jersey City University   1975 — 1980
BA, Economics

Wilkes University   1969 — 1970

Akira Williams Akira Williams Oakhurst, New Jersey Details
Akira Williams's UBS Wealth Management Experience January 2006 - January 2008
Job Realtor w/ Gloria Nilson & Company
Industry Real Estate
Experience
Gloria Nilson & Co Real Estate  July 2013 - Present
Alpine Access  December 2009 - May 2010
Wachovia Dealer Services  November 2008 - December 2009
UBS Wealth Management   January 2006 - January 2008

Skills
Customer Satisfaction, Listings, Property, Sellers, Rentals, Real Estate, Time Management, Selling, Move Up Buyers, Relocation Buyers, Townhomes, Waterfront, Vacation Homes, Customer Service, New Homes, Sales, Buyers, National Association of..., Microsoft Excel, Microsoft Office, Marketing, First Time Home Buyers, Real Estate Transactions, Investment Properties, Negotiation

Education
Montclair State University   2001 — 2005
Bachelor of Arts (B.A.), Justice Studies

Neptune High School   1997 — 2001
Diploma

Jason Ruiz Jason Ruiz Charlotte, North Carolina Details
Jason Ruiz's UBS Wealth Management Experience September 2011 - Present
Job Associate, Brokerage Services at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management   September 2011 - Present
KeyBank Real Estate Capital  July 2010 - May 2011
Strategic Investment Group  2009 - 2009

Skills
Valuation, Capital Markets, Fixed Income, Financial Analysis, Hedge Funds, Portfolio Management

Education
Morehouse College   2007 — 2010
Business Administration

Spelman College   2007 — 2010
Business Administration

Charles Weisser III Charles Weisser III Greater New York City Area Details
Charles Weisser III's UBS Wealth Management Experience December 2005 - July 2007
Job AVP Annuity Product Analyst at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi  March 2014 - Present
Morgan Stanley Wealth Management  July 2012 - March 2014
Morgan Stanley Smith Barney  June 2009 - July 2012
Citigroup  July 2007 - June 2009
UBS Wealth Management   December 2005 - July 2007
UBS Wealth Management   May 2004 - December 2005

Education
Monmouth University   2001 — 2003
B.A, Communications 2003

Alice Ryu Alice Ryu Greater New York City Area Details
Alice Ryu's UBS Wealth Management Experience November 2013 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management   November 2013 - Present
Nordstrom  October 2010 - October 2013
United Nations  June 2008 - July 2009

Education
Mount Holyoke College   2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs

Kendra Kern Kendra Kern United States Details
Kendra Kern's UBS Wealth Management Experience 2008 - 2009
Job Regional Vice President at Triad Retail Media
Industry Marketing and Advertising
Experience
Triad Retail Media  February 2011 - Present
U.S. News & World Report   December 2009 - January 2011
UBS Wealth Management   2008 - 2009
Bear Stearns  August 2003 - June 2008
TD Securities  2000 - 2003

Skills
Digital Media, Digital Marketing, Digital Strategy, Integrated Marketing, Online Advertising, Advertising, Media Planning, Advertising Sales, Social Media Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, SEM, Web Analytics, Marketing, Mobile Marketing, Analytics, Email Marketing, Interactive Marketing

Education
Muhlenberg College

Frank Traina Frank Traina Greater New York City Area Details
Frank Traina's UBS Wealth Management Experience August 2008 - Present
Job Retired Executive Director, Wealth Management Advisory Group
Industry Financial Services
Experience
UBS Wealth Management   August 2008 - Present
UBS  2002 - 2007
UBS/PaineWebber  1999 - 2001
PaineWebber Trust Company   1997 - 1999

Education
New Jersey City University   1969 — 1974
Accounting

Kinga Katana Kinga Katana Greater Chicago Area Details
Kinga Katana's UBS Wealth Management Experience December 2006 - Present
Job Associate Director, Finance UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2006 - Present
Deloitte  October 2003 - December 2006

Skills
Financial Modeling, Financial Analysis, Credit, Fixed Income, Managerial Finance, Process Improvement, Auditing, Financial Accounting, Portfolio Management, Mutual Funds, Private Equity, Strategic Planning, US GAAP, SEC filings, Investment Banking, Strategic Financial..., Mergers, Alternative Investments, Sarbanes-Oxley Act, Financial Audits, Cost Accounting, Forecasting, Economics, Business Strategy, Bloomberg, Essbase, Derivatives, External Audit, Tax, Valuation, Strategy, Finance, GAAP, Business Process..., Financial Risk, Management Consulting, Due Diligence, Financial Services, Hedge Funds, Budgets, Corporate Finance, Emerging Markets, Capital Markets, Internal Audit, IFRS, Securities, Risk Management, Microsoft Excel, Variance Analysis, Business Analysis

Education
Montclair State University

Yuri Akhtyrski Yuri Akhtyrski Greater Boston Area Details
Yuri Akhtyrski's UBS Wealth Management Experience March 2008 - March 2010
Job It Project Manager at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance  April 2012 - Present
Credit Suisse  May 2011 - April 2012
Merrill Lynch  May 2010 - April 2011
UBS Wealth Management   March 2008 - March 2010
UBS Wealth Management   August 2006 - March 2008
UBS Wealth Management   February 2002 - August 2006
UBS  June 1999 - February 2002
AT&T, NJ   October 1998 - June 1999

Skills
SDLC, Business Analysis, Integration, Program Management, Business Requirements, DB2, Change Management

Education
Moscow State Linguistic University   1981 — 1986
BA, Linguistics

Moscow State Linguistics University   1981 — 1986
BA, Linguistics

Brendon Lyden Brendon Lyden Greater New York City Area Details
Brendon Lyden's UBS Wealth Management Experience September 2011 - Present
Job Wealth Advisor at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   September 2011 - Present
Wells Fargo Private Bank  2005 - October 2011

Education
Mount Saint Mary College   1998 — 2001

Elyssa Greene Elyssa Greene Greater New York City Area Details
Elyssa Greene's UBS Wealth Management Experience November 2011 - August 2013
Job Student at New Jersey City University
Industry Financial Services
Experience
New Jersey City University  September 2013 - Present
UBS Wealth Management   November 2011 - August 2013
Ziff Davis Enterprise  January 2011 - October 2011
Initiative  March 2008 - April 2010
Chicago Investment Group  October 2006 - March 2008

Skills
Digital Marketing, Integrated Marketing, Social Media Marketing, Marketing Communications, Online Advertising, Digital Media, Digital Strategy, Email Marketing, Social Media, Advertising, Media Planning, Online Marketing, Marketing Strategy, Media Buying, Lead Generation

Education
New Jersey City University   2013 — 2015
Master of Arts (MA), School Counseling

Rutgers University-New Brunswick   2002 — 2006
BA, Sociology

William Tereshkovich William Tereshkovich Greater New York City Area Details
William Tereshkovich's UBS Wealth Management Experience December 2000 - July 2010
Job IT Information Security Officer
Industry Financial Services
Experience
AXA Equitable  2010 - Present
UBS Wealth Management   December 2000 - July 2010
UBS Wealth Management   2000 - 2009

Skills
Agile Methodologies, Business Analysis, Financial Services, IT Strategy, SOA, Enterprise Architecture, Risk Management, Vendor Management, Production Support, SDLC, Fixed Income, Websphere, Project Portfolio..., Business Requirements, Software Project..., PMO, Requirements Analysis, Systems Analysis, Data Warehousing, Requirements Gathering, Solution Architecture, Project Delivery, IT Management, Data Modeling, Visio, Governance

Education
New Jersey Institute of Technology

Mustafa Zor Mustafa Zor Greater New York City Area Details
Mustafa Zor's UBS Wealth Management Experience 1999 - 2000
Job Director at Bank of America
Industry Banking
Experience
Bank of America  July 2014 - Present
Bank of AmericaT   2008 - 2014
Merrill Lynch  2000 - 2008
UBS Wealth Management   1999 - 2000

Skills
Testing, Vendor Management, Business Analysis, Banking, SDLC, Financial Services, Process Improvement, Risk Management, IT Strategy

Education
Montclair State University
Master's degree, Mathematics and Computer Science

Frank Detto Frank Detto Bayonne, New Jersey Details
Frank Detto's UBS Wealth Management Experience December 2003 - July 2006
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi  July 2006 - Present
UBS Wealth Management   December 2003 - July 2006
Harrisdirect  January 2000 - November 2003

Skills
NASD Registrations, Series 7, Series 66, Series 24, Series 4, Fixed Income, Securities, Financial Risk, Equities, Portfolio Management, Derivatives, Hedge Funds, Trading, Credit, Credit Derivatives, FX Options, Equity Derivatives, Financial Services, Capital Markets

Education
New Jersey City University   1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Jasmine Blakely Jasmine Blakely New York, New York Details
Jasmine Blakely's UBS Wealth Management Experience June 2008 - October 2014
Job Assistant Vice President at Mitsubishi UFJ Trust and Banking Corporation
Industry Financial Services
Experience
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.)   October 2014 - Present
UBS Wealth Management   June 2008 - October 2014
UBS Wealth Management   December 2007 - June 2008
UBS INTERNATIONAL BROKER/DEALER   May 2007 - December 2007
XL Capital Assurance  January 2007 - May 2007
Dreyfus  August 2005 - January 2007

Skills
Middle Office, Microsoft Office, UBS LEAN/Six Sigma..., Equity Derivatives, Foreign Exchange, Foreign Exchange Options, Visio, Settlements, Change the Bank Projects, Bloomberg Terminal, Key Performance..., Portia, Reconciliations, Charles River, Global Plus, Frontier, Microsoft Excel, Account Reconciliation, Settlement, Options, Trading, Mutual Funds, Banking, Corporate Actions, Fixed Income, Equities, FX Options, Derivatives, Process Improvement, Financial Services, Wealth Management, FINRA, Alternative Investments, DTC, Change Management, Global Custody, Private Banking, Bloomberg, Accounting, Financial Analysis, Payments, Back Office, Financial Reporting, Cash Management, Securities

Education
Mount Saint Mary College   2001 — 2005
Bachelor's degree, International Business/Accounting

Farra Rosko Farra Rosko Greater New York City Area Details
Farra Rosko's UBS Wealth Management Experience May 2005 - Present
Job Executive Assistant at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2005 - Present
UBS Financial Services  February 2000 - May 2005

Skills
Microsoft Office; Word,..., Bloomberg Terminal, Human Resources

Education
Monmouth University   1994 — 1998
Bachelor of Science (B.S.), Finance, General

Correy Blake Correy Blake Rahway, New Jersey Details
Correy Blake's UBS Wealth Management Experience June 2013 - Present
Job Financial Service Professional
Industry Financial Services
Experience
UBS Wealth Management   June 2013 - Present
Rahway   June 2012 - June 2013
Prudential Investments  October 2007 - May 2012
Prudential Investments  March 2002 - October 2007
Prudential Investments  January 1996 - March 2002

Skills
Mutual Funds, Fixed Annuities, Securities, Retirement, FINRA, Strategic Financial..., Investments, IRAs, Customer Service, Project Management, Training, Process Improvement, Account Reconciliation, Problem Solving, Communication, Reports, Staff Development, Statistics, Operational Excellence, Asset Managment, Asset Management, Leadership, Management, Trading

Education
New Jersey City University   1991 — 1996
BA, Business Management; Economics, Finance, and Statistics

Kendall Thomas Kendall Thomas United States Details
Kendall Thomas's UBS Wealth Management Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
Chicago Public Schools  June 2012 - August 2012
UBS Wealth Management   June 2008 - August 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Customer Service, Outlook, English, Strategic Planning, Financial Analysis, Accounting, Windows, Financial Reporting, Banking

Education
Morehouse College   2010 — 2014
Bachelor\'s Degree, Finance

Morehouse College   2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services

Yelena Vinokur Yelena Vinokur Washington D.C. Metro Area Details
Yelena Vinokur's UBS Wealth Management Experience February 2005 - May 2005
Job Credit Performance Risk Manager at Freddie Mac
Industry Financial Services
Experience
Freddie Mac  April 2012 - Present
Freddie Mac  September 2007 - April 2012
Cambridge Associates  March 2006 - September 2007
UBS Wealth Management   February 2005 - May 2005

Skills
Enterprise Risk..., Credit Risk, Risk Management, Financial Analysis, Financial Risk, Capital Markets, Credit, Finance, Corporate Finance, Financial Reporting, Banking

Education
University of Maryland College Park   2003 — 2005
Bachelor of Science (BS), Finance and International Business

Montgomery College   2001 — 2003

Nadia Ismail Nadia Ismail Greater New York City Area Details
Nadia Ismail's UBS Wealth Management Experience November 2007 - Present
Job Business Analyst, Revenue and SOX controls at PSEG
Industry Utilities
Experience
PSEG  January 2015 - Present
UBS Wealth Management   November 2007 - Present
Computershare  November 1999 - June 2007

Skills
Investments, Mutual Funds, Equities, Financial Services, Business Analysis, Series 7, Financial Analysis, Trading, Microsoft Excel, Fixed Income, Securities

Education
New Jersey City University
Bachelor of Science (B.S.), International Business

Amy Alcantara Amy Alcantara West New York, New Jersey Details
Amy Alcantara's UBS Wealth Management Experience
Job Content Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  

Skills
Business Analysis, Equities, Fixed Income, SDLC, SharePoint

Education
New Jersey City University   1999 — 2003

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