UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Ryan Decker, Ph.D. Ryan Decker, Ph.D. Greater Chicago Area Details
Ryan Decker, Ph.D.'s UBS Wealth Management Experience January 2005 - February 2008
Job Economist Transfer Pricing
Industry Financial Services
Experience
PwC  June 2012 - Present
North Central College  March 2010 - June 2012
University of Illinois at Chicago  June 2008 - June 2012
Economic and Financial Week in Review Weekly Newsletter   June 2008 - June 2012
Loyola University Chicago  June 2010 - August 2010
UBS Wealth Management   January 2005 - February 2008

Skills
Statistics, Investments, Health Economics, Health, Demography, Regression Analysis, Analysis, Strategy, Research, Economics, Corporate Finance, Stata, Data Analysis, Time Management, Econometrics, Microsoft Excel, Financial Analysis, Finance

Education
University of Illinois at Chicago   2007 — 2012
Ph.D., Economics: Sports, Health, Demography, Labor

University of Illinois at Chicago   2007 — 2009
M.A., Economics

North Central College   2003 — 2007
B.S., Economics, Finance, Math

Glenbard North High School   1999 — 2003

Susan Y. Yuan Susan Y. Yuan Greater New York City Area Details
Susan Y. Yuan's UBS Wealth Management Experience February 2011 - May 2011
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  September 2012 - Present
UBS Investment Bank  June 2011 - August 2011
UBS Wealth Management   February 2011 - May 2011
BH Wealth Management   September 2010 - January 2011
AXA Equitable  January 2010 - June 2010

Skills
Bloomberg Terminal, Portfolio Management, Investments, CRM, Analysis, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Financial Analysis

Education
New York University   2008 — 2012
B.A., Mathematics, Economics

Guanting Li Guanting Li Greater New York City Area Details
Guanting Li's UBS Wealth Management Experience August 2014 - Present
Job GTP at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
UBS Investment Bank  June 2013 - August 2013
NYU Polytechnic School of Engineering  September 2012 - May 2013
MTU Maintenance  June 2012 - August 2012
Boeing Commercial Airplanes  June 2011 - January 2012
Boeing Commercial Airplanes  January 2011 - June 2011
University of Washington  January 2010 - August 2010

Skills
Strategic Planning, Risk Management, Leadership, Product Development, Business Analysis, FinTech, Business Strategy, IT Strategy, Due Diligence, Data Analysis, Photography, Financial Planning, Global Mobility, User Experience Design, Data Visualization, Business Development, Capital Markets, Modern Portfolio Theory, Project Management, Swimming, Financial Analysis, VBA, Scrum, Final Cut Pro, Adobe Creative Suite, Agile Methodologies, Cross-cultural..., Strategic Negotiations, Value Investing, Event Planning, Microsoft Excel, Matlab, R, Java, Python, C++, HTML, CSS

Education
New York University   2012 — 2014
Master of Science (M.S.), Computer Engineering

University of Washington   2008 — 2012
Bachelor of Science (B.S.), Industrial Engineering

Christa St. Cyr Christa St. Cyr San Francisco Bay Area Details
Christa St. Cyr's UBS Wealth Management Experience August 2009 - May 2011
Job HR Strategy Consultant: Organization & Talent Development
Industry Human Resources
Experience
Citizens Bank  May 2012 - Present
Greening HR   January 2009 - Present
UBS Wealth Management   August 2009 - May 2011
Federal Reserve Bank of NY  December 2007 - February 2009
Cambria Consulting  May 2003 - 2009
Thomson Reuters  January 2001 - May 2003
AmCham EU (Brussels, Belgium)   September 2001 - December 2001
Boston Consulting Group  October 1998 - September 2000

Education
Northeastern University   1997 — 2002
B.S.

Katholieke Universiteit Leuven - Leuven Institute   2001 — 2001

The Umbra Institute/Università per Stranieri di Perugia   2000 — 2000

Po Cheng Po Cheng Greater New York City Area Details
Po Cheng's UBS Wealth Management Experience January 1999 - December 2007
Job Sr Database Administrator in Information Technology
Industry Information Technology and Services
Experience
AXA Technology Services  March 2013 - Present
American Education Services  March 2012 - August 2012
Citigroup  March 2008 - December 2011
UBS Wealth Management   January 1999 - December 2007
The A Consulting Team  January 1995 - January 1999

Skills
TSO, COBOL, CICS, VSAM, SQL, MVS, Data Warehousing, Disaster Recovery, Unix, Production Support, Database Administration, Autosys, SDLC, Data Modeling, REXX, ISPF, Performance Tuning, Stored Procedures, z/OS, Visio, IBM Utilities, Erwin, IBM Mainframe, Database Design, CLIST, IDMS, DB2, RFP, Project Coordination, Project Planning, Project Management, Data Analysis, Systems Analysis, Collaborative Problem..., RACF, SMP/E, Microsoft Office, EXCEL, DB2 Connect, Integration, Databases, JCL, Mainframe, Software Development, Microsoft Excel

Education
New York University   1977 — 1980
Diploma Program, Biology / Data Processing

Barnard College of Columbia University   1973 — 1977
Bachelor of Arts, Biology, Mathematics

Dave Draghi Dave Draghi Greater New York City Area Details
Dave Draghi's UBS Wealth Management Experience April 2011 - December 2012
Job Project Management Consultant on assignment to JP Morgan at Pride Technologies
Industry Financial Services
Experience
Pride Technologies  February 2015 - Present
Enterprise Engineering, Inc.   February 2013 - January 2015
UBS Wealth Management   April 2011 - December 2012
Saint Peter's University Hospital  October 2008 - April 2011
Merrill Lynch & Co., Inc.   September 1996 - June 2008
Merrill Lynch  February 1993 - September 1996
Merrill Lynch  January 1986 - January 1993

Skills
Leadership, Process Improvement, Strategic Planning, Data Center, SDLC, Vendor Management, Disaster Recovery, Risk Management, Quality Assurance, VM, Project Planning, IT Service Management, Analysis, Change Management, Incident Management, Business Process, Outsourcing, IT Strategy, Business Analysis, MS Project, Project Portfolio..., IT Management, Information Security, Project Management, Project Delivery, Information Technology, Program Management, SharePoint, Business Process..., ITIL, Databases, PMP, PMO, Team Leadership, Integration, Software Project..., Enterprise Architecture, Software Documentation, Cross-functional Team..., Service Delivery, Business Intelligence, Governance, Requirements Gathering, Testing, IT Operations, Business Continuity, Servers, Data Warehousing, Infrastructure, B2B

Education
New York University   1972 — 1977

Bishop Ford High School

Nora Winsch Nora Winsch Raleigh-Durham, North Carolina Area Details
Nora Winsch's UBS Wealth Management Experience January 2006 - October 2007
Job
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Veritude at Fidelity   March 2013 - May 2015
Mediant Communications  September 2011 - March 2013
Mediant Communications  October 2008 - September 2011
UBS Wealth Management   January 2006 - October 2007
UBS Wealth Management   January 2004 - January 2006
UBS Wealth Management   January 2002 - January 2004
Paine Webber  January 1999 - January 2002
Fiserv  January 1998 - January 1999
National Decision Systems  1991 - 1998

Skills
Vendor Management, Visio, Financial Services, Requirements Gathering, SQL, Systems Analysis, Management, Business Requirements, Integration, Analysis, Project Management, Process Improvement, Requirements Analysis, Business Analysis, SDLC, Strategy

Education
New York University
Bachelor of Science (BS)

Pace University - Lubin School of Business
M.B.A

Elizabeth O'Toole Elizabeth O'Toole New York, New York Details
Elizabeth O'Toole's UBS Wealth Management Experience April 2014 - September 2014
Job Compliance Officer at UBS
Industry Financial Services
Experience
UBS Investment Bank  March 2015 - Present
J.P. Morgan   October 2014 - March 2015
UBS Wealth Management   April 2014 - September 2014
Shanghai, China  May 2013 - October 2013
Commonwealth Bank  November 2012 - March 2013
Surge Trading   June 1990 - September 2011

Skills
Equity Trading, AML, Compliance, FINRA, Market Making, Trading, SEC reporting, Series 63, Series 24, KYC, OFAC, Series 7, Equities, Electronic Trading, Compliance Audits, Securities, Series 55, ETFs, Options

Education
New York University   2006 — 2009
Certifications, SCPS: US Law and Methodologies / Ethics and Corporate Governance

New York University   1990 — 1990
Certification, SCPS: Financial Markets and Option Strategies

State University of New York at Stony Brook
BA, English

Hilary Lam Hilary Lam New York, New York Details
Hilary Lam's UBS Wealth Management Experience June 2012 - July 2012
Job Marketing Assistant at Gabellini Sheppard Associates LLP
Industry Architecture & Planning
Experience
Gabellini Sheppard Associates LLP  January 2015 - May 2015
UC Berkeley CED   July 2014 - August 2014
TRA studio Architecture PLLC   February 2014 - May 2014
New York University  September 2010 - May 2014
UBS Wealth Management   June 2012 - July 2012
Emm Kuo   September 2010 - June 2011
Purepartner by design  February 2011 - May 2011
TRA Studio   August 2009 - August 2009
Ubud Village School   June 2009 - July 2009
Habitat for Humanity Tacoma Pierce County  July 2008 - July 2008

Skills
Rhinoceros, French, Cantonese, Spanish, Photoshop, Microsoft Excel, PowerPoint, Research, Data Analysis, Economics, Microsoft Office, Microsoft Word, Financial Analysis, Social Media

Education
University of Pennsylvania   2015 — 2018
Master of Architecture (M.Arch.)

UC Berkeley CED   2014 — 2014
[IN] Arch

New York University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Columbia University in the City of New York   2013 — 2013
Intro to Architecture

NYU Paris   2013 — 2013
French philosophy, Avant Garde Art History, Intermediate French

Shanghai Jiao Tong University   2011 — 2011
Elementary II Mandarin

Beijing Jiaotong University   2009 — 2009
Elementary Mandarin

Great Neck South High School

Eugene Tsarevskiy Eugene Tsarevskiy Greater New York City Area Details
Eugene Tsarevskiy's UBS Wealth Management Experience September 2009 - May 2010
Job Senior Risk Auditor at American Express
Industry Financial Services
Experience
American Express  September 2015 - Present
Federal Reserve Bank of New York  May 2015 - Present
Federal Reserve Bank of New York  December 2013 - April 2015
Haver Analytics  June 2010 - November 2013
UBS Wealth Management   September 2009 - May 2010
Shoretz and Company CPAs   April 2008 - August 2009

Skills
Microsoft SQL Server, Microsoft Excel, iMacros

Education
New York University   2008 — 2011
BA, Economics

Stony Brook University   2005 — 2007

Carol Toscano Carol Toscano Greater New York City Area Details
Carol Toscano's UBS Wealth Management Experience February 2015 - Present
Job Editorial
Industry Financial Services
Experience
UBS Wealth Management   February 2015 - Present
The Floating Hospital  February 2013 - January 2015
V.R.U.S.P. Inc   February 2009 - July 2012
Woman Around Town  August 2008 - July 2011
Johnny Rodgers Band   October 2010 - February 2011
Ronald McDonald House New York  May 2008 - May 2010
Morgan Stanley  July 1998 - July 2008
Mannes College of Music  1996 - 1997
Rockefeller University Press  September 1988 - February 1996

Skills
Blogging, Social Media, Research, Journalism, Editing, Event Planning, Copy Editing, Social Networking, Microsoft Office, Event Management, Creative Writing, Copywriting, Facebook, Editorial, Public Relations, Advertising, Non-profits, Publicity, Media Relations, Fundraising, Social Media Marketing, Content Management, Press Releases, Magazines, Publishing, Video Production, Television, Email Marketing, Interviews, Newsletters, Strategic Communications, News Writing, Digital Media, Web Content, Video, Broadcast, Grant Writing, Corporate Communications, Books, Storytelling, Community Outreach, Public Speaking, Video Editing, Final Cut Pro, Entertainment, Screenwriting, New Media, Content Strategy, Proofreading, Feature Articles

Education
New York University   2006 — 2006
Screenwriting

The New School   2003 — 2005
MFA, Creative Writing/Fiction

Saint John's University   1982 — 1986
BS, Journalism

Daniel Krantz Daniel Krantz Greater New York City Area Details
Daniel Krantz's UBS Wealth Management Experience June 2008 - August 2008
Job J.D. Candidate, NYU School of Law
Industry Marketing and Advertising
Experience
InSITE  September 2014 - Present
Millennium Management  May 2015 - August 2015
United Talent Agency  January 2014 - July 2014
Lua Technologies  May 2011 - October 2013
Great Works  June 2010 - August 2010
UBS Wealth Management   June 2008 - August 2008
Campaign Office for Senator Martin Connor   June 2008 - August 2008

Skills
HTML, Leadership, Strategic Communications, Social Media, Tumblr, Facebook, Digital Marketing, Digital Strategy, Mobile Marketing, Marketing, Social Media Marketing, Blogging, Digital Media

Education
New York University School of Law   2014 — 2017
Juris Doctor (J.D.)

Wesleyan University   2007 — 2011
BA, Sociology

Saint Ann's School   1994 — 2007

Parsons School of Design   2012 — 2012
Digital Design

Leonardo Miceli, PMP Leonardo Miceli, PMP Greater New York City Area Details
Leonardo Miceli, PMP's UBS Wealth Management Experience January 2005 - Present
Job Project Manager
Industry Financial Services
Experience
UBS Wealth Management   January 2005 - Present
Maxim Partners / LaSalle Bank   March 2004 - December 2004
Results Oriented Systems Solutions (ROSS)   March 2003 - February 2004
IBM Global Services  August 2001 - February 2003
Barclays Bank  June 2001 - September 2001
Scotia Bank & Trust   October 1998 - September 1999

Skills
Business Analysis, Fixed Income, Derivatives, Business Requirements, Equities, FX Options, SDLC, Global Plus, Agile Project Management, Requirements Analysis, Business Intelligence, Vendor Management, Project Management, Data Warehousing, Software Project..., Vision, PC Swift, Anova HiPerformance, SQL, C++, Unix, Shell Scripting, Perl, java, Autosys, Financial Services, Process Improvement, Securities

Education
New York University   2007 — 2010
BS, Leadership & Management

Seneca College of Applied Arts and Technology   1998 — 2001
Computer Progamming & Analysis, Computer Science

Sam Schweitzer Sam Schweitzer Greater New York City Area Details
Sam Schweitzer's UBS Wealth Management Experience 2007 - 2014
Job CSA Group LLC
Industry Financial Services
Experience
CSA Group LLC   January 2015 - Present
UBS Wealth Management   2007 - 2014
Merrill Lynch  2006 - 2007
UBS Wealth Management   2000 - 2006
PaineWebber  1996 - 2000
Morgan Stanley  1980 - 1995
Arthur Andersen & Co.   1978 - 1980

Skills
Business Analysis, IT Strategy, Risk Management, Equities, Management, Fixed Income, Capital Markets, Vendor Management, Wealth Management, Investment Banking

Education
New York University   1977 — 1978
M.B.A., Comp Applications & Information Svcs

University at Albany   1973 — 1977
B.S., Mathematics

Dmitriy Afanasyev Dmitriy Afanasyev San Francisco Bay Area Details
Dmitriy Afanasyev's UBS Wealth Management Experience 2009 - 2010
Job Software Engineer at LinkedIn
Industry Computer Software
Experience
LinkedIn  July 2014 - Present
LinkedIn  June 2013 - August 2013
Bloomberg LP  June 2012 - August 2012
Morgan Stanley Smith Barney  January 2012 - May 2012
Matrix Capital Group  August 2011 - December 2011
Coty  June 2011 - August 2011
UBS Wealth Management   2009 - 2010

Education
New York University   2010 — 2014
Bachelor's Degree, Mathematics and Computer Science

Bergen County Academies   2006 — 2010
Business and Finance

Elena Lurye, CAPM, ITIL® Elena Lurye, CAPM, ITIL® Baldwin Place, New York Details
Elena Lurye, CAPM, ITIL®'s UBS Wealth Management Experience June 2012 - March 2013
Job Autosys Consultant at UBS Wealth Management
Industry Information Technology and Services
Experience
Bank of America  December 2013 - June 2015
RBS Markets and International Banking  August 2013 - November 2013
UBS Wealth Management   June 2012 - March 2013
Goldman Sachs  July 2000 - March 2012
Goldman Sachs  June 1995 - June 2000
Vertex Business Systems, Inc., New York City, NY   March 1995 - June 1995
Polytechnic University  February 1992 - February 1995

Skills
Unix, Autosys, SQL, Solaris, Linux, Disaster Recovery, Requirements Analysis, Testing, Microsoft Excel, Windows, Sybase, Software Documentation, Servers, Security, CA Workload Automation..., Shell Scripting, Mainframe, System Administration, Unix Shell Scripting, Perl, WCC, JAWS, MS Excel Pivot Tables, SDLC, COOL, AFP, Visio, ITIL v3 Foundations...

Education
Polytechnic University   1992 — 1994
Bachelor of Science (BS), Electrical Engineering

Rigas Tehniska Universitate   1986 — 1991
MS equivalent, Applied Mathematics

Thomas McAuliffe Thomas McAuliffe Greater New York City Area Details
Thomas McAuliffe's UBS Wealth Management Experience April 2002 - October 2006
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2011 - Present
Morgan Stanley Smith Barney  October 2006 - April 2011
UBS Wealth Management   April 2002 - October 2006
Smith Barney  April 1994 - March 2002
American Express Personal Financial Planning   January 1993 - April 1994

Skills
Investment Management, Investments, Investment Advisory, Institutional Investors, Institutional..., Financial Advisory, Mutual Funds, Alternative Investments, Series 7, High Net Worth..., Risk Management, Pension Funds, Finance, Strategic Financial..., Wealth Management, Asset Allocation, Securities, Series 63, Fixed Income, Investment Strategies, Equities, Asset Management, Financial Planning

Education
Northeastern University   1988 — 1993
BS, Business - Finance

Kevin (YongYi) Ye Kevin (YongYi) Ye Greater New York City Area Details
Kevin (YongYi) Ye's UBS Wealth Management Experience 2008 - 2008
Job Real Estate Professional with Focus in Development
Industry Real Estate
Experience
Meliora Realty   August 2014 - Present
The Peebles Corporation  October 2013 - July 2014
The Peebles Corporation  June 2012 - September 2013
Johnson Capital  April 2012 - June 2012
Olympus Properties LLC   December 2011 - June 2012
CitySites Real Estate Group  October 2010 - January 2011
UBS Wealth Management   2008 - 2008

Skills
Real Estate Development, Real Estate, Excel Real Estate..., Financial Modeling, Acquisitions, Commercial Real Estate, Market Analysis, Underwriting, Microsoft Excel, Financial Analysis, Finance, Mergers & Acquisitions, Asset Management, Real Estate Economics, Investments, Valuation

Education
New York University   2011 — 2012
M.S., Real Estate Development

University of Rochester   2005 — 2009
BA, Financial Economics

Escuela Superior de Comercio Carlos Pellegrini   1999 — 2004
Perito Mercantil

Brian (Baiyang) Zou Brian (Baiyang) Zou Philadelphia, Pennsylvania Details
Brian (Baiyang) Zou's UBS Wealth Management Experience October 2012 - February 2013
Job Analyst at Strategos Capital Management, LLC
Industry Investment Management
Experience
New York University  September 2013 - December 2013
Citi  June 2013 - August 2013
UBS Wealth Management   October 2012 - February 2013
New York University  September 2011 - May 2012
PwC  July 2011 - August 2011

Skills
Capital Markets, Fixed Income, VBA, Bloomberg Terminal, Python, Microsoft Excel, Statistics, Data Analysis, Financial Modeling, Java, Matlab, Stata, R

Education
New York University   2011 — 2014
B.A. Magna Cum Laude, Mathematics, Economics

Nanjing Foreign Language School   2006 — 2009
High School

Kelly Jones Kelly Jones New York, New York Details
Kelly Jones's UBS Wealth Management Experience August 2007 - July 2014
Job Senior Vice President, Head of Marketing at Lenox Advisors
Industry Marketing and Advertising
Experience
Lenox Advisors  August 2014 - Present
UBS Wealth Management   August 2007 - July 2014
Loring Ward  June 2005 - June 2007
Atlantic Trust Private Wealth Management  September 2000 - June 2005
Scudder Kemper Investments  September 1997 - September 2000

Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation

Education
Northeastern University   1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business

Collin Frank Collin Frank Charlotte, North Carolina Details
Collin Frank's UBS Wealth Management Experience July 2013 - August 2013
Job Financial Accountant at Duke Energy Corporation
Industry Financial Services
Experience
Duke Energy Corporation  July 2015 - Present
Research Triangle Park  June 2014 - June 2015
UBS Wealth Management   July 2013 - August 2013
YMCA  June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Finance, Microsoft Dynamics GP, Communication, Networking, Leadership, Event Planning, Portfolio Management, Microsoft Office, Time Management, Teamwork

Education
North Carolina State University   2011 — 2015
Bachelor of Science (B.S.), Business Administration - Finance Concentration, Minor in Accounting

Alanna Butera Alanna Butera New York, New York Details
Alanna Butera's UBS Wealth Management Experience June 2008 - August 2008
Job
Industry Fine Art
Experience
O'Toole-Ewald Art Associates, Inc.   August 2013 - Present
Pall Mall Art Advisors  January 2012 - August 2013
Freeman's Auctioneers and Appraisers   November 2010 - December 2011
LGTripp Gallery   November 2010 - May 2011
Freeman's Auctioneers and Appraisers   June 2010 - August 2010
Foundation for Contemporary Arts  May 2009 - August 2009
UBS Wealth Management   June 2008 - August 2008
PPL Corporation  June 2007 - August 2007
Merrill Lynch  January 2007 - April 2007

Skills
Antiques, Fine Art, Art History, Art, Appraisals, Visual Arts, USPAP, Arts Administration, Collectibles, Painting, Personal Property, Valuation, American Art, Appraising, Editing, Printmaking, Museums, Contemporary Art, Art Exhibitions, Galleries, Curating, Photography, Public Art, Photoshop

Education
New York University   2009 — 2014
Professional Certificate

Winterthur Institute, Winterthur Museum (Winterthur, DE)   2011 — 2011
Certificate in American Furniture and Decorative Arts

Sotheby's Institute of Art   2009 — 2010
MA

University of Pennsylvania   2005 — 2009
BA

Kent Place School   1989 — 2005

Anna Rygiel Bronstein Anna Rygiel Bronstein Washington D.C. Metro Area Details
Anna Rygiel Bronstein's UBS Wealth Management Experience July 2007 - April 2011
Job Senior Consultant | Aronson SpringReef LLC
Industry Financial Services
Experience
Aronson SpringReef LLC   2011 - Present
UBS Wealth Management   July 2007 - April 2011

Education
New York University   2003 — 2007
Bachelor of Science (B.S.), Marketing Communications

Zishan Merza Zishan Merza Greater New York City Area Details
Zishan Merza's UBS Wealth Management Experience 2006 - 2009
Job President at Merza Enterprises, Inc
Industry Information Technology and Services
Experience
Merza Enterprises, Inc   October 2013 - Present
Modis  2012 - 2014
ClinicalAid   2011 - 2013
Altruik  2009 - 2011
UBS Wealth Management   2006 - 2009
Affiliated Computer Services  2004 - 2004
AXA Professionals   2004 - 2004
Gaga Town Inc   January 2000 - December 2001

Skills
Java, Java Enterprise Edition, Tomcat, Spring, Unix, Weblogic, Ant, Apache, XML, MySQL, JUnit, JBoss Application Server, Amazon Web Services..., DB2, SQL, Hibernate, Struts, HTML, Linux, Visual Studio, UML, CSS, Microsoft SQL Server, C/C++, Maven, WebSphere MQ, CentOS, Solaris, Eclipse, Bugzilla, Trac, Toad Data Modeler, Oracle DB, IBM DB2, Ubuntu, IBM AIX, SEO, J2EE, Amazon Cloud, IBM Websphere..., XSLT, Sparx Enterprise..., Microsoft SQL, ZenOSS, Atlassian JIRA, NetSuite, Redmine, Erwin, SOA, SAAS

Education
New York Institute of Technology-New York   2007 — 2009
Master of Business Administration (M.B.A), Finance

New York Institute of Technology-Old Westbury   2002 — 2005
Master's Degree, Computer Science

New York Institute of Technology-Old Westbury   1999 — 2003
Bachelor's Degree, Computer Science

Robb Bertsch Robb Bertsch Greater Minneapolis-St. Paul Area Details
Robb Bertsch's UBS Wealth Management Experience July 2005 - September 2008
Job Stock Trader
Industry Facilities Services
Experience
Stock/Options Trader   September 2008 - Present
Hot Head Gear, Inc.   October 2009 - December 2010
UBS Wealth Management   July 2005 - September 2008
UBS LLC   2005 - 2007
Inventory Control Systems, Inc.   October 1989 - January 2005

Skills
Investments, Mortgage Banking, Mortgage Lending

Education
University of St. Thomas - Opus College of Business   1994 — 1997
Entrepreneurship, Entrepreneurship

Normandale Community College   1991 — 1994

Benilde St. Margarets   1987 — 1991
HS

Frank Chan Frank Chan Greater New York City Area Details
Frank Chan's UBS Wealth Management Experience July 1997 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 1997 - Present
UBS Wealth Management   May 2010 - May 2013
UBS Wealth Management   July 1999 - May 2010

Skills
Risk Management, Security, Risk Assessment, Strategic Planning, Security Management, Leadership, Team Building, Management, Information Security, Program Management, Information Security...

Education
New York University
Bachelor of Arts (B.A.), Computer Science

Belinda Sztrom Belinda Sztrom Los Angeles, California Details
Belinda Sztrom's UBS Wealth Management Experience November 2013 - September 2014
Job Account Coordinator, Broadcast at Bollare
Industry Public Relations and Communications
Experience
Bollare  September 2014 - Present
UBS Wealth Management   November 2013 - September 2014
Vogue  February 2013 - May 2013
Nordstrom  June 2012 - August 2012
PR Consulting  November 2009 - May 2010

Education
New York University   2009 — 2013
Bachelor's degree, Psychology

New York University
Minor, Media Culture Communications

Dan Curzio Dan Curzio Greater Chicago Area Details
Dan Curzio's UBS Wealth Management Experience 2012 - 2013
Job Vice President Compliance Manager JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  2013 - Present
UBS Wealth Management   2012 - 2013
UBS Wealth Management   2006 - 2012
UBS Wealth Management   2005 - 2006
UBS Wealth Management   1998 - 2004
PaineWebber  1990 - 1998
Shanley & Fisher  1987 - 1990
E.F. Hutton & Co. Inc.   1978 - 1987

Education
New York Law School   1983 — 1987
Doctor of Law (J.D.) - New York Law School, Magna Cum Laude

Queens College   1974 — 1978
Bachelor of Science (BS), Accounting and Finance

Viral Nayak Viral Nayak Orland Park, Illinois Details
Viral Nayak's UBS Wealth Management Experience October 2005 - August 2007
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  July 2009 - Present
Waddell & Reed  September 2008 - July 2009
UBS Wealth Management   October 2005 - August 2007

Education
North Central College   2005 — 2006
Finance, Economics

University of Illinois at Chicago   2003 — 2005

Jennifer Saenz Jennifer Saenz Greater Chicago Area Details
Jennifer Saenz's UBS Wealth Management Experience November 1994 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 1994 - Present

Education
Northeastern Illinois University   1996 — 1998

Lior Shliechkorn Lior Shliechkorn Greater New York City Area Details
Lior Shliechkorn's UBS Wealth Management Experience March 2006 - September 2010
Job
Industry Banking
Experience
HSBC  October 2014 - Present
Citibank  January 2014 - October 2014
Citi  December 2012 - January 2014
Citibank  July 2011 - December 2012
Citibank  September 2010 - July 2011
UBS Wealth Management   March 2006 - September 2010
Refco Securities, LLC  June 2001 - March 2006
Brighidea   1999 - 1999

Skills
Small Business Lending, Consumer Lending, Commercial Mortgages, Relationship Management, Retail Banking, Commercial Banking, Business Development, Banking, Capital Markets, Cash Management, Commercial Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Finance, Financial Risk, Financial Services, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Sales, Securities, Series 63, Strategic Financial..., Trading, Treasury Management, Wealth Management, Financial Planning

Education
New York University   1999 — 2002
BA, Computer Science, Economics

Rutgers University-New Brunswick   1997 — 1999

Solomon Schecter   1991 — 1997

Kevin J. Ernst Kevin J. Ernst New York, New York Details
Kevin J. Ernst's UBS Wealth Management Experience November 1999 - September 2000
Job Merchant Bank/Ocean Capital/Hong Kong
Industry Capital Markets
Experience
Ocean Capital - Hong Kong based Merchant Bank   August 2012 - Present
Ernst Capital Partners   December 2010 - Present
Grandview Capital Inc.   May 2009 - December 2010
NYSE Euronext  October 2000 - April 2009
UBS Wealth Management   November 1999 - September 2000
Merrill Lynch  May 1988 - November 1999

Skills
Equities, Capital Markets, IPO, Investment Banking, Growth Capital, Mergers & Acquisitions, Business Planning

Education
Rutgers Graduate School of Management   2001 — 2003
Executive MBA, Finance

New York University
Masters of Science in Real Estate

Rutgers University
BA, Economics

Wharton School of the University of Pennsylvania
Certified Investment Management Analyst (CIMA)

Josh Kaufman Josh Kaufman Greater New York City Area Details
Josh Kaufman's UBS Wealth Management Experience January 2010 - August 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock  August 2011 - Present
New York University  January 2009 - May 2011
Morgan Stanley Smith Barney  September 2010 - December 2010
UBS Wealth Management   January 2010 - August 2010
New York Yankees  April 2008 - July 2009

Education
New York University   2007 — 2011
Bachelors, Economics, Psychology

Scot Wayne Phillips Scot Wayne Phillips Denver, Colorado Details
Scot Wayne Phillips's UBS Wealth Management Experience 1998 - 2004
Job I am a writer who drives people to take action increasing sales through great content.
Industry Marketing and Advertising
Experience
Scot Wayne Phillips Group LTD   2004 - Present
JP Morgan Chase  2004 - 2010
UBS Wealth Management   1998 - 2004

Skills
Marketing Strategy, Brand Management

Education
New York University   2007 — 2009
M.S., Integrated Marketing

Syracuse University
B.L.S., Philosophy & Mathematics

Kara Moore Kara Moore Greater New York City Area Details
Kara Moore's UBS Wealth Management Experience 2005 - 2009
Job Philanthropy at Bloomberg LP
Industry Fund-Raising
Experience
Bloomberg LP  2014 - Present
Mayor's Office for Special Projects and Community Events   2010 - December 2013
UBS Wealth Management   2005 - 2009
The Museum of Modern Art  2000 - 2005
The Metropolitan Museum of Art  1999 - 2000
National Gallery of Art  1995 - 1999

Skills
Event Management, Sponsorship, Fundraising, Non-profits, Event Planning, Philanthropy, Social Media, Volunteer Management, Public Relations, Marketing Communications, Media Relations, Marketing Strategy, Nonprofits, Arts Administration, Strategic Communications, Management, Grants, Newsletters

Education
New York University   2002 — 2003
MA Candidate, Costume Studies

Sweet Briar College   1991 — 1995
BA, English and Art History

Beatrice (Perkins) Johnston Beatrice (Perkins) Johnston Greater New York City Area Details
Beatrice (Perkins) Johnston's UBS Wealth Management Experience July 2006 - February 2007
Job Branding, Marketing and Education Strategist
Industry Marketing and Advertising
Experience
Global Association of Women in Branding   March 2015 - Present
Brand Excitement   January 2010 - Present
Mattlin Mandell, Inc   February 2007 - June 2010
UBS Wealth Management   July 2006 - February 2007
Credit Suisse  June 2004 - July 2006
Merrill Corporation  2000 - 2004
Headway Corporate Resources (formerly ASA Personnel)   1995 - 2000

Skills
Email Marketing, Graphic Design, Social Media Marketing, Social Media, Online Advertising, Marketing, Content Management, Marketing Communications, Copywriting, Newsletters, Blogging, Digital Marketing, Marketing Strategy, Public Speaking, Corporate Communications, Web Analytics

Education
New York University   2008 — 2010
Professional Certificate, Journalism

University of Illinois at Urbana-Champaign   1988 — 1992
BA, Urban and Regional Planning

Mitzi Madrid Diaz Mitzi Madrid Diaz New York, New York Details
Mitzi Madrid Diaz's UBS Wealth Management Experience July 2012 - December 2012
Job Global Capital Markets Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  July 2015 - Present
Morgan Stanley  January 2015 - June 2015
Emerging Asia Capital Partners   January 2014 - August 2014
Cisco Systems  May 2013 - July 2013
UBS Wealth Management   July 2012 - December 2012
Northeastern University  January 2012 - April 2012

Skills
Microsoft Excel, PowerPoint, Foreign Languages, Scenario Analysis, Financial Modeling, Web Design, Public Speaking, Financial Analysis, Business Process..., Market Research, Salesforce.com, Access Database, CSS, CSS Javascript, Expression Web, HTML, Visio, Gap Analysis, Value Propositions, Analysis, Economics, Bloomberg, Data Analysis, Leadership, Cross-functional..., Strategic Planning, Microsoft Office, Access, Microsoft Word

Education
Northeastern University   2010 — 2015
BS International Business

Peking University   2013 — 2013
International Business

London School of Economics and Political Science   2013 — 2013
Economics, Public Finance; Environmental Economics & Sustainable Development

University of Wollongong   2011 — 2011
Arabic

Anthony Abbate Anthony Abbate Greater New York City Area Details
Anthony Abbate's UBS Wealth Management Experience March 2011 - December 2012
Job Salesman, Team Leader, Ops Manager, and Tech Nerd
Industry Education Management
Experience
Data Resolution  November 2014 - Present
Lotus Exim   January 2013 - November 2014
UBS Wealth Management   March 2011 - December 2012
Zeta Psi Fraternity, Inc.   June 2010 - January 2011
Zeta Psi Fraternity of North America, Inc.   June 2009 - June 2010
Zeta Psi Fraternity of North America   June 2007 - June 2009
Cyrus Innovation  2007 - 2007
Liquidnet  June 2006 - October 2006
NYU Stern School of Business  January 2005 - January 2006

Skills
Event Planning, Non-profits, Social Media, Meeting Planning, Server Administration, Nonprofits, Marketing, Leadership, Event Management, Press Releases, Social Media Marketing, PowerPoint, Microsoft Office, Public Speaking, Time Management, Research, Market Research, Social Networking, Sales

Education
New York University   2003 — 2007
Bachelor of Science (B.S.), Marketing and Management

New York University - Leonard N. Stern School of Business   2003 — 2007
BS, Marketing and Management

Annabelle Torgman Annabelle Torgman Miami, Florida Details
Annabelle Torgman's UBS Wealth Management Experience May 2008 - September 2009
Job at
Industry Legal Services
Experience
Greenberg Traurig, LLP  September 2015 - Present
United States Bankruptcy Court  August 2013 - Present
University of Miami Law School  August 2010 - May 2013
German Rubenstein LLP   May 2012 - August 2012
Oshman & Mirisola, LLP   June 2009 - July 2010
UBS Wealth Management   May 2008 - September 2009

Education
University of Miami School of Law   2010 — 2013
Doctor of Law (J.D.)

New York University   2006 — 2009
BA, History

Vanderbilt University   2005 — 2006

Leah Schoenfeld Leah Schoenfeld New York, New York Details
Leah Schoenfeld's UBS Wealth Management Experience February 2013 - August 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  August 2014 - Present
UBS Wealth Management   February 2013 - August 2013
NYU School of Law  October 2011 - February 2013
Trip of a Lifetime   October 2012 - January 2013

Skills
Microsoft Office, Morningstar, Bloomberg Terminal, Python, Customer Service, Research, Bloomberg, Leadership

Education
New York University   2010 — 2014
Bachelor's Degree, Economics and Psychology, summa cum laude, 3.943

La Jolla Country Day   2006 — 2010
High School Diploma

Jacqueline Griffith Crowley Jacqueline Griffith Crowley Greater Los Angeles Area Details
Jacqueline Griffith Crowley's UBS Wealth Management Experience March 2010 - March 2011
Job Vice President, Private Banker at City National Bank
Industry Financial Services
Experience
UBS AG  September 2013 - November 2014
UBS Investment Bank  March 2011 - September 2013
UBS Wealth Management   March 2010 - March 2011
UBS Wealth Management   September 2007 - March 2010
Deutsche Bank  August 2006 - August 2007

Skills
Sales, Direct Sales, Strategic Planning, Lines Of Credit, New Business Development, Sales Presentations, Equities, Financial Modeling, Fixed Income, Credit Analysis, Securities, Asset Allocation, Financial Services, Wealth Management, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Strategies, Sales Management, Sales Process, Family Office, Presentations, Series 7, Series 9, Series 10, Series 66, Credit

Education
Northwestern University
BA, Psychology

New York University
MA, Politics

University of Cambridge
Mountbatten Certificate, International Business

Daniel Gerard, C.P.M. Daniel Gerard, C.P.M. Greater New York City Area Details
Daniel Gerard, C.P.M.'s UBS Wealth Management Experience September 2013 - January 2014
Job Senior Global Commodity Specialist at HSBC
Industry Information Technology and Services
Experience
UBS Wealth Management   September 2013 - January 2014
New York Life Insurance Company  March 2011 - June 2013
Jefferies & Company  April 2010 - January 2011
Panasonic  September 2009 - November 2009
Merrill Lynch  October 2004 - April 2009
Citi  January 2004 - September 2004
Philips  May 2001 - May 2003
Verizon Communications  June 1996 - May 2001
NEC  November 1988 - May 1996
US Army  November 1978 - June 1982

Skills
Contract Negotiation, Vendor Management, Cross-functional Team..., Telecommunications, Negotiation, Process Improvement, SAP, Global Strategic..., Software Procurement, Contract Management, Change Management, Frictionless E-Sourcing, Product Development, Supply Chain, Global Sourcing, Supply Chain Management, Sourcing, Six Sigma, Strategy, Management, Logistics, Operations Management, Outsourcing, Risk Management, Leadership, Business Process..., Purchasing, Program Management, Training, CRM, Professional Services, Procurement, Business Analysis, Strategic Sourcing

Education
Salem State University
B.S., Business Management

Northeastern University
Commercial Pilot

Christina Yi Christina Yi Greater New York City Area Details
Christina Yi's UBS Wealth Management Experience September 2007 - January 2008
Job Risk Management
Industry Accounting
Experience
EY  June 2011 - Present
PricewaterhouseCoopers  June 2008 - May 2011
UBS Wealth Management   September 2007 - January 2008

Skills
Due Diligence, Internal Controls

Education
New York University   2004 — 2008
BA, Psychology (concentration in business)

Kevin Silberman Kevin Silberman Houston, Texas Details
Kevin Silberman's UBS Wealth Management Experience January 2011 - May 2011
Job Marketing Associate Upstream Oil & Gas at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  May 2015 - Present
BNP Paribas  August 2014 - Present
BNP Paribas  January 2013 - August 2014
BNP Paribas  June 2012 - August 2012
Collegeboardz   September 2010 - February 2012
Brooks, Houghton & Company, Inc.   September 2011 - December 2011
Meyers Associates L.P.   June 2011 - July 2011
Investment Banking Institute  May 2011 - June 2011
UBS Wealth Management   January 2011 - May 2011
Northwestern Mutual  September 2010 - December 2010

Skills
Investment Banking, Due Diligence, Management Presentati, Proficient in Microsoft..., Valuation, Financial Modeling, Capital IQ, Bloomberg Terminal, Cold Calling, Minitab

Education
New York University   2009 — 2012
Bachelor of Arts (B.A.), Economics, Business

Mira Costa High School   2005 — 2009

Antwyne DeLonde Antwyne DeLonde Baltimore, Maryland Area Details
Antwyne DeLonde's UBS Wealth Management Experience September 2011 - Present
Job The Legacy Wealth Management Group
Industry Investment Management
Experience
UBS Wealth Management   September 2011 - Present
The Boys' Latin School of Maryland  August 2010 - Present
Watch Me Win, Inc.   September 2009 - Present
Morgan Stanley Smith Barney  May 2010 - September 2011
Merrill Lynch  April 2006 - May 2010
US Army  April 2001 - July 2009

Education
Norfolk State University
BS, Finance

David Ivanovich David Ivanovich Greater New York City Area Details
David Ivanovich's UBS Wealth Management Experience May 2008 - Present
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2008 - Present
UBS Wealth Management   May 2008 - Present
Morgan Stanley  January 1992 - May 2008

Education
Nichols College   1984 — 1988
BS General Business, Economics

Regents College London England   1986 — 1986

Saint Joseph High School   1981 — 1984

vinay prabhushankar vinay prabhushankar Redmond, Washington Details
vinay prabhushankar's UBS Wealth Management Experience August 2011 - May 2012
Job Security Program Manager
Industry Information Technology and Services
Experience
Microsoft  March 2014 - Present
Broadridge  May 2012 - April 2014
Microsoft  2014 - 2014
Microsoft  2014 - 2014
UBS Wealth Management   August 2011 - May 2012
Polytechnic Institute of New York University  August 2009 - May 2011
Gotham Digital Science LLC  September 2010 - January 2011
Broadridge  June 2010 - August 2010
Nokia  February 2008 - July 2009
Cognizant Technology Solutions  June 2007 - January 2008

Skills
Application Security, Security, Penetration Testing, Information Security, Vulnerability Assessment, Computer Security, Agile Methodologies, Enterprise Software, Software Documentation, Web Applications, Network Security, TCP/IP, Perl, Wireshark

Education
Polytechnic University   2009 — 2011
Masters, Cyber Security, 4.0

R. V. College of Engineering, Bangalore   2003 — 2007
B.E, Telecommunication, First class with Distinction

Angel Atanasov Angel Atanasov Norwalk, Connecticut Details
Angel Atanasov's UBS Wealth Management Experience December 2007 - March 2009
Job Wealth Advisor
Industry Financial Services
Experience
Belpointe   January 2013 - Present
Crosslake Investments   January 2012 - 2013
New York Life Insurance Company  March 2009 - January 2012
UBS Wealth Management   December 2007 - March 2009
Get Physical Software   June 2003 - December 2007
ENT and Allergy Associates  July 2001 - June 2003
AccuHealth, Inc.   June 1999 - June 2001
Multimex Group, Sofia Bulgaria   April 1994 - June 1999
Restaurant Associates/Compass Group   January 1990 - April 1994

Skills
Change Management, Portfolio Management, Process Improvement, Investments, Financial Services, Risk Management, Mergers & Acquisitions, Business Analysis, Team Leadership, Business Development, Business Process, Vendor Management, Project Management, Strategy, Contract Negotiation, Asset Management, SDLC, Management Consulting, IT Management, Customer Service

Education
New York University   1981 — 1985
SCE, Information Systems

New York University
Sofia University, Linguistics / Italian Studies

Bob Valker Bob Valker Greater Chicago Area Details
Bob Valker's UBS Wealth Management Experience September 2006 - December 2006
Job Litigation Analyst at Capital Forensics
Industry Financial Services
Experience
Capital Forensics  January 2009 - Present
Capital Forensics  August 2007 - December 2008
UBS Wealth Management   September 2006 - December 2006
UST  June 2003 - September 2006

Skills
Risk Analysis, Statistics, Expert Witness Services, Bloomberg, Analysis, Microsoft Excel, PowerPoint, Economics, Litigation, Portfolio Management, Securities, Securities Regulation, Securities Litigation, FINRA, Finance, Civil Litigation, Arbitration, Mediation

Education
North Central College   2003 — 2007
Bachelors, Finance & Economics

Kenny Moy Kenny Moy Bronx, New York Details
Kenny Moy's UBS Wealth Management Experience June 2010 - June 2011
Job Legal Assistant at Jun Wang & Associates
Industry Financial Services
Experience
Jun Wang & Associates   June 2015 - Present
United Tour Management   August 2012 - June 2015
Dolphin Equities   July 2010 - July 2011
UBS Wealth Management   June 2010 - June 2011
Merrill Lynch Wealth Managment   June 2009 - August 2009
Knugenx Learning Center  September 2007 - May 2009
Gap Inc.  October 2006 - October 2007
NYU Bookstore  2006 - May 2007

Skills
Bloomberg Terminal, Microsoft Office, Dreamweaver, HTML, Lotus Notes, Outlook, Economics, Retirement Planning, Analysis, Marketing, Access, Sales, Finance, Mutual Funds, Microsoft Excel, Research, Real Estate, Databases, Strategic Financial..., Asset Allocation, Financial Modeling, Investments, Financial Advisory, Data Analysis, Microsoft Word, Customer Service, Financial Analysis, Financial Planning, Banking, Bloomberg, Mortgage Lending, Portfolio Management

Education
New York University   2006 — 2011
Bachelor of Science (BS), Economics

Kindra Lüthi Wood Kindra Lüthi Wood Washington D.C. Metro Area Details
Kindra Lüthi Wood's UBS Wealth Management Experience 2007 - 2008
Job Property Consultant at Priderock Capital Partners
Industry Financial Services
Experience
LLC  November 2014 - May 2015
KCH, LLC   June 2008 - November 2014
Global Retailer   October 2011 - March 2012
Ardor   May 2008 - September 2011
, LLC   February 2008 - 2008
UBS Wealth Management   2007 - 2008
Douglas Elliman Real Estate  2006 - 2007
Almar Sales  August 2005 - July 2006
Louis Vuitton Moët Hennessy   2004 - 2006

Skills
Social Networking, Marketing, Entrepreneurship, Sales, Advertising, Leadership, Facebook, Strategic Planning, Due Diligence, Strategy, Social Media, Sales Management, Negotiation, Business Planning, Public Speaking, Customer Service, Team Building, Business Development, Management, Marketing Strategy, Contract Negotiation, Team Leadership, Business Strategy, Microsoft Office, New Business Development, Project Management, Analytics, Budgets, Public Relations, Financial Analysis, Marketing Communications, Market Research, Pricing Strategy, Linux, Microsoft Excel, Drupal, Social Marketing, Direct Sales, Virtualization, Citrix, PowerPoint, Xen, Alternative Investments, Hyper-V, Options, Trade Show..., XenServer, MindManager, XEN Desktop, Virtualization Solutions

Education
New York University   2005 — 2007
Finance and Portfolio Management

New York University   2001 — 2001
German Studies

Washburn University   2000 — 2001
BA Psychology, Washburn University

University of Kansas   1997 — 2000
Computer Science

Washburn University School of Law
JD, Attempt at JD

Benjamin L. Kramer Benjamin L. Kramer New York, New York Details
Benjamin L. Kramer's UBS Wealth Management Experience August 2010 - December 2010
Job Account Manager at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics  March 2014 - Present
UBS Investment Bank  August 2013 - March 2014
UBS Investment Bank  August 2011 - August 2013
UBS Wealth Management   August 2010 - December 2010
EquiLend Holdings   May 2010 - August 2010
United States Marine Corps  2002 - 2006

Skills
Equities, Credit Risk, Technical Analysis, Capital Markets, Relationship Management, Fixed Income, Relationship Building, Risk Management, Finance, Leadership, Credit, Loan Origination, Equity Derivatives, Commercial Real Estate, CMT Candidate, Financial Analysis, Credit Derivatives, Continuous Process..., Middle Office, Business Control, Thought Leadership, Operational Risk..., Offshore Management

Education
NYU   2009 — 2011
BA, Economics

Scottsdale Community College   2006 — 2008
Associate of Science (AS), Physiology, Pre-med

Adam Ashcraft Adam Ashcraft Albuquerque, New Mexico Area Details
Adam Ashcraft's UBS Wealth Management Experience June 2001 - September 2002
Job Real Estate Broker / Retail Business Manager
Industry Real Estate
Experience
Ultramain Systems, Inc.   March 2015 - Present
Hangers Cleaners  April 2004 - Present
HomeVestors-The we buy ugly houses people   January 2014 - April 2015
Ashcraft Equities, LLC - Real Estate Services   2014 - January 2014
Coldwell Banker Real Estate  2008 - 2010
Ashcraft Mechanical Inc.   October 2002 - March 2004
UBS Wealth Management   June 2001 - September 2002
JPMorgan Chase  December 1999 - May 2001

Education
New Mexico State University   1995 — 1999
Bachelors, Business Finance

Anthony Schena Anthony Schena Boston, Massachusetts Details
Anthony Schena's UBS Wealth Management Experience July 2015 - August 2015
Job Student at Northeastern University
Industry
Experience
UBS Wealth Management   July 2015 - August 2015

Education
Northeastern University   2014 — 2019
Finance, 3.83 GPA

Swinburne University of Technology   2014 — 2015
Finance, General

Dane A. Palarino Dane A. Palarino Charleston, South Carolina Details
Dane A. Palarino's UBS Wealth Management Experience May 2003 - May 2005
Job Principal at DAP Consulting Group
Industry Information Technology and Services
Experience
DAP Consulting Group   2010 - Present
Paychex  May 2005 - February 2009
UBS Wealth Management   May 2003 - May 2005
Ladenburg Thalmann  June 2001 - May 2003

Skills
Leadership, Talent Management, Talent Acquisition, Career Development, Executive Coaching, Account Management, Sales Process, New Business Development, Sales, Sales Recruitment, Direct Recruiting, Full-cycle Recruiting, SDLC, Cold Calling, Financial Services, Recruiting, Sales Management, Big Data, Data Analytics, Business Intelligence, Data Storage..., Storage Solutions, Virtualization, Networking Software, Storage, global HCM, Software Industry, Start-ups, Merger & Acquisition..., Hedge Funds, Technology Recruitment, Enterprise Storage, SaaS, Networking, Sales Presentations, Lead Generation, Building Relationships, Direct Sales, Sales Operations, Solution Selling, Selling, Employee Benefits, Training, Management, Customer Retention, Professional Services, Strategic Partnerships, Marketing, Salesforce.com, CRM

Education
Northeastern University   1997 — 2001
Finance/Accounting

Trumbull High School   1994 — 1997

Sonia M. Ganess Araujo Sonia M. Ganess Araujo Greater New York City Area Details
Sonia M. Ganess Araujo's UBS Wealth Management Experience August 2013 - September 2014
Job Trade Capture Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  September 2014 - Present
UBS Wealth Management   August 2013 - September 2014
UBS Wealth Management   June 2012 - August 2012
New York University  September 2010 - May 2012
Aconsa S.A. de C.V.   June 2009 - August 2009
British Airways  June 2007 - August 2007

Skills
Microsoft Office, Data Analysis, PowerPoint, Research, Event Management, Microsoft Excel, Matlab, Project Management, Microsoft Word, Public Speaking

Education
New York University   2009 — 2013
BS, Business and Technology Management, Finance Concentration

St. Saviour High School

Hamilton Chang Hamilton Chang New York, New York Details
Hamilton Chang's UBS Wealth Management Experience June 2015 - Present
Job Wealth Planning Specialist at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   June 2015 - Present
UBS Wealth Management   February 2014 - June 2015
JPMorgan Chase & Co.   August 2011 - February 2014
JPMorgan Chase & Co.   October 2008 - July 2011
Monda Windows   February 2005 - August 2008

Skills
Sales, Mutual Funds, Consumer Lending, Mortgage Lending, Retail Banking, Financial Planning, Social Security, Estate Planning, Charitable Giving

Education
New York University   2000 — 2005
BA, Politics

New York University   2000 — 2005
AA

Hong Kong International School   1996 — 2000

DHS   1994 — 1995

Lynn Wu Lynn Wu Greater New York City Area Details
Lynn Wu's UBS Wealth Management Experience January 2012 - May 2012
Job Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  July 2013 - Present
RBC Capital Markets  June 2012 - August 2012
UBS Wealth Management   January 2012 - May 2012
StormHarbour Securities  July 2011 - August 2011
Matrix Capital Group  September 2010 - December 2010
De Beers Diamond Jewellers  May 2010 - August 2010

Education
New York University   2009 — 2012
Bachelor of Arts (B.A.), Economics

Hesham Hanafi Hesham Hanafi Austin, Texas Area Details
Hesham Hanafi's UBS Wealth Management Experience 2010 - 2013
Job Yodle Talent Acquisition Team Manager
Industry Internet
Experience
Yodle  2013 - Present
UBS Wealth Management   2010 - 2013
Jonathan Marks & Associates   January 2010 - December 2010
Michael Page  2007 - 2010
Morgan Stanley  1998 - 2003

Skills
Trading, Brokers, Executive Search, Hedge Funds, Talent Acquisition, Financial Services, Recruiting, Fixed Income, Equities, Investment Banking, Technical Recruiting, Asset Managment, Applicant Tracking..., Contract Recruitment, Finance, Benefits Negotiation, Sourcing, Banking, Human Resources, Private Equity, Screening Resumes, Asset Management, Employee Benefits, Mutual Funds, Strategy, Wealth Management

Education
New York University
BS, Organizational Development

John Jay High School

Daniel M. Vasserman Daniel M. Vasserman Greater New York City Area Details
Daniel M. Vasserman's UBS Wealth Management Experience June 2012 - May 2013
Job Associate at JPMorgan Chase & Co.
Industry Commercial Real Estate
Experience
JPMorgan Chase & Co.   March 2015 - Present
JPMorgan Chase  June 2014 - March 2015
Slate Property Group  July 2013 - March 2014
UBS Wealth Management   June 2012 - May 2013
Hess Energy Trading Company  October 2011 - May 2012
Bronstein Law Group   June 2011 - September 2011
Liberty Home Healthcare   June 2008 - October 2010

Skills
Microsoft Excel, Economics, Leadership, PowerPoint, Finance, Bloomberg Terminal, Research, Microsoft Office, Data Analysis, Microsoft Word, Management, Valuation, Teamwork, Public Speaking, Social Media, Marketing, Underwriting, Commercial Real Estate, Real Estate Financing

Education
New York University   2010 — 2014
Bachelor of Arts (B.A.), Economics and Business Studies

Stephen LaFrance, CFP®, MBA Stephen LaFrance, CFP®, MBA Greensboro, North Carolina Details
Stephen LaFrance, CFP®, MBA's UBS Wealth Management Experience March 2007 - March 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
Blakely Financial, Inc   March 2009 - Present
UBS Wealth Management   March 2007 - March 2009
Valspar  January 2005 - March 2007
Valspar  June 1997 - January 2005

Skills
Strategic Financial..., Investments, Financial Analysis, Asset Managment, Portfolio Management, Risk Management, Insurance, Retirement Planning, Finance, Retirement, Estate Planning, Analysis, Wealth Management, Asset Allocation, Asset Management, Disability Insurance, Financial Services, Investment Strategies, Leadership, Mutual Funds, Series 7, Small Business, Investment Advisory, Financial Planners

Education
Wake Forest University School of Business   2003 — 2005
MBA, Business

North Carolina State University   1993 — 1998
BS, Natural Resources

Alexander Corcoran Alexander Corcoran Milton, Massachusetts Details
Alexander Corcoran's UBS Wealth Management Experience December 2014 - Present
Job Wealth Advisor Assistant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2014 - Present
Newport Country Club  June 2013 - Present
Curry College  June 2010 - September 2012

Education
Northeastern University   2013 — 2018
Bachelor of Science (B.S.), Economics

Karim Lynn Karim Lynn Greater New York City Area Details
Karim Lynn's UBS Wealth Management Experience 2006 - December 2014
Job JP Morgan Compliance
Industry Financial Services
Experience
J.P. Morgan   August 2014 - Present
UBS Wealth Management   2006 - December 2014
Merrill Lynch  1997 - 2006
US Securities and Exchange Commission  1994 - 1997
Shea & Gould  1988 - 1994

Education
New York Law School   1985 — 1988
J.D. magna cum laude

New York University
B.S. cum laude

Alexander Kieran Alexander Kieran Boston, Massachusetts Details
Alexander Kieran's UBS Wealth Management Experience September 2013 - December 2013
Job Student at Northeastern University
Industry
Experience
UBS Wealth Management   September 2013 - December 2013
ING  May 2013 - August 2013
Crowne Plaza Shanghai Pudong   July 2012 - December 2012

Skills
Microsoft Excel, Sales, Project Management, Customer Service, Market Research, Public Speaking, Analysis, Data Analysis, Social Media Marketing

Education
Northeastern University   2010 — 2015
Bachelor of Science (BS), Economics and Business Administration

Chinese International School   2001 — 2010
International Baccalaureate

Christopher Darrow Christopher Darrow Greater New York City Area Details
Christopher Darrow's UBS Wealth Management Experience October 2008 - May 2009
Job Seeking insurance opportunities
Industry Insurance
Experience
Scottish American  December 2014 - April 2015
RJL Resources  March 2014 - September 2014
ACE Group  November 2012 - February 2014
Sherwood House Vineyards   August 2013 - October 2013
Rabobank  June 2011 - July 2012
UBS Wealth Management   October 2008 - May 2009
Merrill Lynch  May 2008 - September 2008
New York University  September 2005 - June 2008

Skills
Insurance, Risk Management, Business Development, Underwriting, Financial Analysis, Portfolio Management, Banking, Finance, Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Investments, Financial Risk, Microsoft Office, Customer Service, Financial Planning

Education
New York University   2005 — 2008
Bachelor's Degree, Business and Leadership Management

Sacred Heart University   2004 — 2005
Business Administration and Management, General

Riverhead High School
High School

Marty Roden Marty Roden Greater New York City Area Details
Marty Roden's UBS Wealth Management Experience 2002 - 2003
Job Executive Search The FGW Group
Industry Investment Management
Experience
The FGW Group   November 2013 - Present
Greater New York City Area  October 2011 - November 2013
UBS Investment Bank  2003 - 2011
UBS Wealth Management   2002 - 2003
UBS Wealth Management   1998 - 2002
Paine Webber  1995 - 1998
Paine Webber  1985 - 1995
Paine Webber  1983 - 1984

Skills
Bonds, Bloomberg Terminal, PowerPoint, Word, Residential Mortgages, MS Office Suite, Portfolio Management, Portfolio Strategy, Sales Management, Sales Support, Fixed Income Products, Fixed Income Trading, Fixed Income, Government Agencies, MBS, CMO, Market Maker, Customer Service, Risk Management, Market Risk, Model Portfolios, Rates, Credit Risk, Credit, Federal Agencies, Trading Liaison, Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., Bloomberg, Liaison, Microsoft Word, Derivatives, Series 63, Series 7, Equities, Trading, Microsoft Office, Capital Markets, Sales Operations, Financial Markets, Asset Managment, Electronic Trading, Emerging Markets, Wealth Management, Structured Products, Hedge Funds, Financial Modeling, FX Options, Alternative Investments

Education
Union County College   2015 — 2015
Certificate of Achievement in Emergency Medical Studies, Emergency Medical Technician EMT, 4.0

coursera   2014 — 2014
Financial Markets by Yale University on Coursera. Certificate earned on April 15, 2014, Financial Markets by Robert Shiller, 89.6%

NYU   1995 — 1996
Certificate, Financial Risk Management

The College of New Jersey   1979 — 1980
none, PSY

William Paterson University of New Jersey   1978 — 1979
none, PSY

Bloomfield Sr. HS   1976 — 1979
Diploma, College Prep.

Hassan Tabbah Hassan Tabbah Greater New York City Area Details
Hassan Tabbah's UBS Wealth Management Experience April 2007 - January 2009
Job Head of Sales Force Management at HSBC Holdings, London UK
Industry Financial Services
Experience
HSBC  November 2013 - June 2015
Morgan Stanley  January 2013 - November 2013
UGI Consulting   2009 - January 2013
Dynasty Financial Partners  September 2011 - June 2012
UBS Wealth Management   April 2007 - January 2009
NMH Advisors   October 2004 - March 2007
Merrill Lynch  July 1975 - September 2004
Merrill Lynch  1975 - 2004

Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets

Education
New York University   1974 — 1978

New York University - Leonard N. Stern School of Business   1974 — 1978
BS

Greg Romer Greg Romer Greater New York City Area Details
Greg Romer's UBS Wealth Management Experience May 2000 - May 2005
Job Sr. Dir. of Application Architecture at S&P Capital IQ
Industry Publishing
Experience
S&P Capital IQ  November 2011 - Present
McGraw-Hill  May 2005 - November 2011
UBS Wealth Management   May 2000 - May 2005
Federal Reserve Bank of New York  September 1984 - May 2000

Skills
IT Management, Enterprise Architecture, IT Strategy, Software Project..., SDLC, Application Architecture, Vendor Management, ITIL, SOA, Business Intelligence, Program Management, Business Analysis, Agile Methodologies, Cloud Computing, Disaster Recovery, Software Development, SharePoint, Integration, Project Portfolio..., Solaris, Agile Project Management, Outsourcing, Solution Architecture, SaaS, Information Technology, Enterprise Software, Requirements Analysis, Cross-functional Team...

Education
New York University - Polytechnic School of Engineering   1985 — 1987
MS, Computer Science

Seton Hall University   1980 — 1985
BS, Computer Science

Zvi Ben-Zvi Zvi Ben-Zvi New York, New York Details
Zvi Ben-Zvi's UBS Wealth Management Experience 1998 - 2000
Job Managing Director at Highline Research Advisors, LLC
Industry Financial Services
Experience
Highline Research Advisors, LLC   2011 - Present
RVR Venture Corp   2009 - 2011
Paramount BioSciences  2007 - 2009
Rodman & Renshaw  2005 - 2007
First Allied Securities  2003 - 2005
CIBC World Markets  2000 - 2003
UBS Wealth Management   1998 - 2000

Skills
Financial Analysis, Financial Reporting, Financial Research, Biotechnology, Healthcare Information..., Mobile Technology, Start-up Ventures, Start-up Consulting, Fundraising, IPO, Investment Banking, Venture Capital, Private Equity, Mergers & Acquisitions, Investments, Equities, Capital Markets, Finance, Due Diligence, Valuation

Education
New York University
Bachelor's Degree, Economics

York Larese York Larese Greater Nashville Area Details
York Larese's UBS Wealth Management Experience 2009 - 2010
Job Managing Partner, Carnegie Associates Ltd, The YSL Group
Industry Financial Services
Experience
Carnegie Associates Ltd, The YSL Group   June 2014 - Present
Cool Springs Life   May 2010 - April 2014
UBS Wealth Management   2009 - 2010
Concord Capital Managment LLC.   2008 - 2009
Merrill Lynch  2006 - 2008
Ameriprise Financial Services, Inc.   2005 - 2006
Global Financial Services, Inc. (GFS)   1999 - 2005
Citi  1995 - May 2000
Bear Stearns  1992 - 1995

Skills
Finance, Alternative Investments, Investments, Capital Markets, Series 7, Microsoft Excel, Portfolio Management, Project Management, Investment Strategies, Structured Finance, Asset Management, Life Insurance, Relationship Management, Business Development, Tax Reporting

Education
North Carolina State University   1986 — 1991
BA

Walt Whitman High School   1984 — 1986

Gabriele Pietz-Vogel Gabriele Pietz-Vogel Greater New York City Area Details
Gabriele Pietz-Vogel's UBS Wealth Management Experience October 2013 - November 2014
Job Executive Assistant to the President / National Sales Support Manager at Octapharma USA Inc
Industry Financial Services
Experience
Octapharma  December 2014 - Present
UBS Wealth Management   October 2013 - November 2014
BlackRock  July 2013 - October 2013
Allianz Global Corporate & Specialty (AGCS)   May 2012 - June 2013
Bayer HealthCare  January 2010 - December 2011
Bayer  May 2007 - December 2009
Bayer  February 2007 - April 2007
Bayer  October 2000 - February 2007
German Embassy Buenos Aires   August 1996 - September 2000
German Foreign Office  July 1988 - September 2000

Skills
Time Management, Team Building, Project Management, Customer Support, People Development, Language Teaching, Event Planning, Office Management, PowerPoint, Microsoft Excel, Training, Microsoft Office, Leadership Development, Human Resources, Talent Management, Leadership, Public Relations, Customer Service, Administrative..., Employee Relations, Recruiting, Performance Management, Onboarding, Organizational..., Change Management, Organizational..., Employee Benefits, Personnel Management, Lotus Notes, Employee Engagement, Public Speaking, HR Policies, HRIS, Strategy, Coaching, Process Improvement, Talent Acquisition, Policy, Team Leadership, Outlook, Hiring, Budgets, Succession Planning, HR Consulting, Vendor Management, Payroll, Administrative...

Education
New York University   1993 — 1995
B.A., Management Practices

European Business School Stuttgart   1985 — 1988
Bachelor, Business Administration

Kaspar-Zeuss-Gymnasium Kronach   1979 — 1985
Associate's Degree, Social Sciences

Bindu Alexander Frank Bindu Alexander Frank New York, New York Details
Bindu Alexander Frank's UBS Wealth Management Experience June 2004 - June 2005
Job Risk and Policy, Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York  March 2012 - Present
Vietnam Financial Review, Ministry of Finance   May 2009 - September 2011
Hanoi University of Science   January 2009 - June 2011
UBS Financial Services  June 2005 - December 2007
UBS Wealth Management   June 2004 - June 2005
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra)   March 1998 - August 2002

Skills
Project Management, Financial Risk, Data Analysis, Policy, Strategy, Financial Markets, Banking, Process Improvement, Business Analysis, Product Development, Training, Editing, Accounting, Negotiation, Analysis

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master's Degree, International Public Policy, Southeast Asia Concentration

New York University   2006 — 2008
Economics, Emerging Market Finance

University of Washington
Computer Science Engineering

J. Townsend Tanner III, CFP® J. Townsend Tanner III, CFP® Asheville, North Carolina Area Details
J. Townsend Tanner III, CFP®'s UBS Wealth Management Experience May 2009 - November 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2009 - Present
UBS Wealth Management   May 2009 - November 2009

Skills
Retirement Planning, Investments, Financial Analysis, Portfolio Management, Retirement, Asset Management, Finance

Education
North Carolina State University   2004 — 2008
Bus Managment

Christ School

North Carolina State University - College of Management
Marketing

John Dellamana John Dellamana Asheville, North Carolina Area Details
John Dellamana's UBS Wealth Management Experience January 1998 - September 2004
Job at
Industry Financial Services
Experience
Global Compliance Consultancy Group   August 2008 - January 2010
Nomura Research Institute  May 2008 - June 2008
Morgan Stanley  September 2007 - January 2008
Societe Generale  February 2007 - May 2007
Lehman Brothers  June 2005 - March 2006
UBS  January 1998 - September 2004
UBS Wealth Management   January 1998 - September 2004
Smith Barney  May 1995 - December 1997
Prudential Securities  October 1980 - July 1994

Education
Chubb Institute   1980 — 1980

New York University   1976 — 1978

Archbishop Molloy High School   1972 — 1976

Chaim Frenkel Chaim Frenkel Greater New York City Area Details
Chaim Frenkel's UBS Wealth Management Experience April 2009 - February 2012
Job Consultant at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman  August 2014 - Present
Nonlinear Knowledge, Inc.   November 1984 - Present
UBS Wealth Management   April 2009 - February 2012
UBS Wealth Management   November 2005 - March 2009
Credit Suisse  October 1995 - November 2005
Warburg Pincus  October 1995 - November 2005
Bear Stearns  November 1995 - October 1996
Eagle Creek Systems   March 1995 - October 1995
Bear Stearns  August 1993 - August 1995
Dow Jones Telerate  July 1992 - June 1993

Skills
Vendor Management, Fixed Income, SDLC, Trading, Investment Banking, Business Intelligence, Equities, Alternative Investments, Electronic Trading, Emerging Markets, Derivatives, Hedge Funds, Asset Managment, Trading Systems, FX Options, Asset Management, IT Strategy, Business Analysis, Portfolio Management, Investments, Enterprise Architecture, Project Management, Market Data, Securities, Requirements Analysis, Capital Markets, Sybase, Integration, Risk Management, Bloomberg, Financial Services, Program Management, Equity Derivatives

Education
Polytechnic University   1977 — 1984
Bachelor of Science (B.S.), Physics

Linda Cveckova (Ruzickova) Linda Cveckova (Ruzickova) Greater New York City Area Details
Linda Cveckova (Ruzickova)'s UBS Wealth Management Experience January 2010 - Present
Job Project Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management   January 2010 - Present
UBS  November 2005 - December 2009
Kodak Polychrome Graphics  August 2002 - November 2005
MachroTech, LLC   September 2000 - May 2002

Education
New York University   2004 — 2008
MA, I/O Psychology

University of Bridgeport   1998 — 2002
BS, International Business, Finance, minor in Psychology

International Baccalaureate   1995 — 1998

Gymnazium Vazovova

Eric Dupuis Eric Dupuis Monaco area Details
Eric Dupuis's UBS Wealth Management Experience January 2014 - Present
Job Director at UBS Wealth Management Monaco
Industry Banking
Experience
UBS Wealth Management   January 2014 - Present
UBS Wealth Management   February 2010 - Present
UBS Wealth Management S.A.   September 2006 - February 2010
BNP Paribas Monaco   January 2004 - July 2006
Paribas Monaco   January 1999 - December 2003
Socovia S.A.M.   April 1997 - October 1998
REC Consulting (Italy)   October 1995 - December 1996

Skills
Equities, Financial Markets, Wealth Management, Private Banking, Asset Managment, Investments, Structured Products, Emerging Markets, Alternative Investments, Investment Advisory, Portfolio Management, Financial Structuring, Private Equity, Fixed Income, Banking, Investment Banking, Capital Markets, Derivatives, Bonds, FX Options, Relationship Management

Education
Newcastle University   1992 — 1993
BA, Business Administration

SKEMA Business School   1989 — 1992
Master Business Degree, Economics

John Rebimbas John Rebimbas Greater New York City Area Details
John Rebimbas's UBS Wealth Management Experience March 2010 - July 2011
Job VP of Product Development at Broadridge
Industry Financial Services
Experience
UBS Wealth Management   March 2010 - July 2011
UBS Wealth Management   March 2004 - March 2010
UBS Wealth Management   March 2002 - March 2004
UBS Wealth Management   November 1995 - March 2002
CyberData  September 1989 - November 1995

Skills
Program Management, SDLC, Leadership, IT Strategy, Electronic Trading, Trading Systems, Equities, Software Project..., Team Building, Financial Services, Market Data, Enterprise Architecture, Vendor Management, Project Management, Product Management, Derivatives, Disaster Recovery, Business Analysis, Risk Management, SOA, Project Portfolio..., Change Management, Requirements Gathering, Product Development, Portfolio Management, Agile Methodologies, Requirements Analysis, IT Management, PMO, Software Development, Integration, Business Intelligence

Education
New York Institute of Technology   1985 — 1989
BS, Computer Science

Jorge Mariscal Jorge Mariscal Greater New York City Area Details
Jorge Mariscal's UBS Wealth Management Experience March 2012 - Present
Job CIO Emerging Markets at UBS Wealth Management
Industry Capital Markets
Experience
UBS Wealth Management   March 2012 - Present
The Rohatyn Group  May 2002 - February 2012
Goldman Sachs  January 1992 - February 2002

Education
New York University   1980 — 1986
Ph.D., Economics

Albert Rojas Albert Rojas Greater New York City Area Details
Albert Rojas's UBS Wealth Management Experience March 1986 - Present
Job Unit Investment Trust Trading/Support
Industry Financial Services
Experience
UBS Wealth Management   March 1986 - Present

Skills
Series 7, Series 63, Fixed Income, Mutual Funds, Securities, Equities, Alternative Investments, Asset Management, Investments, Wealth Management, Troubleshooting, Sarbanes-Oxley Act, Asset Managment, Project Management, Life Insurance, Low Latency, Reference Data, Financial Modeling, Capital Markets, Financial Services, Prime Brokerage, IT Strategy, Microsoft SQL Server, Emerging Markets, Sybase, Microsoft Excel, Equity Derivatives, Credit Derivatives, Series 65, Market Making, Microsoft Office, Business Analysis, Financial Analysis, Trading Systems, Financial Markets, Risk Management, Product Development, Relationship Management, Disaster Recovery, Vendor Management, Market Data, Series 24, Bloomberg

Education
New York Institute of Technology
Computer Science

Prabakar Balakrishnan Prabakar Balakrishnan Greater New York City Area Details
Prabakar Balakrishnan's UBS Wealth Management Experience November 2006 - August 2007
Job Team Lead, Internet Solutions at Wyndham Worldwide
Industry Information Technology and Services
Experience
Wyndham Worldwide  October 2009 - Present
Nielsen Business Media  December 2008 - April 2009
Cast Software  November 2007 - October 2008
UBS Wealth Management   November 2006 - August 2007

Skills
SDLC, Cloud Computing, XML, Agile Methodologies, Strategy, Architectures, Databases, Scrum, Management, Solution Architecture

Education
New York University   1990 — 1992

Adam Schoenfeld Adam Schoenfeld Raleigh-Durham, North Carolina Area Details
Adam Schoenfeld's UBS Wealth Management Experience November 2012 - March 2013
Job Development Engineering Manager
Industry Financial Services
Experience
Deutsche Bank  June 2015 - Present
Enterprise Engineering Inc.  July 2014 - December 2014
Morgan Stanley  February 2014 - June 2014
Garnerin Group   July 2013 - January 2014
UBS Wealth Management   November 2012 - March 2013
Deutsche Bank  September 2010 - December 2011
ICAP  June 2006 - March 2010
EBS Dealing Resources  July 2004 - June 2006
Thomson Financial  January 2003 - June 2004
Merrill Lynch  1982 - 2002

Skills
Integration, Cloud Computing, SDLC, Electronic Trading, Vendor Management, FX Options, Capital Markets, Risk Management, IT Strategy, PMO, Financial Markets, Program Management, Architecture, Enterprise Architecture, Data Center, Management, Disaster Recovery, Strategy, Infrastructure, Outsourcing, Financial Services, Architectures, IT Management

Education
New York University   1982 — 1982
SCE, Technology

University of Maryland College Park   1976 — 1981
BS, Finance

Storm King School   1972 — 1975
Diploma

Giuseppe Tritto Giuseppe Tritto Greater New York City Area Details
Giuseppe Tritto's UBS Wealth Management Experience January 2004 - June 2005
Job Chief Compliance Officer at Banca Monte dei Paschi di Siena
Industry Banking
Experience
Banca Monte dei Paschi di Siena  January 2014 - Present
BNP Paribas  July 2005 - June 2013
BNP Paribas  August 2010 - May 2013
Institute for Fraud Prevention   2009 - November 2011
BNP Paribas  January 2009 - August 2010
UBS Wealth Management   January 2004 - June 2005
UBS  2004 - 2005

Skills
OFAC, AML, Risk, Fraud, KYC, BSA, Banking, USA PATRIOT Act, Compliance, Financial Risk, Operational Risk, Bank Secrecy Act, Anti Money Laundering, Financial Services, Enterprise Risk..., Risk Management, Credit Risk, Due Diligence, Investment Banking, Operational Risk..., Capital Markets, Securities, Retail Banking, Hedge Funds, Derivatives, Corporate Governance, FX Options, SWIFT payments, Basel II, Payments, Fixed Income, Equities, Back Office, Credit, Market Risk, Financial Institutions

Education
New York University   2004 — 2007
MS, International Law

New York University   2000 — 2003
BA, International Studies

Sean A. Mullaley, CAMS Sean A. Mullaley, CAMS Greater New York City Area Details
Sean A. Mullaley, CAMS's UBS Wealth Management Experience September 2011 - Present
Job Authorized Officer, Financial Crime Compliance at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2011 - Present
JP Morgan Chase  March 2008 - March 2009
TD Bank Group  February 2006 - March 2008

Skills
Anti Money Laundering, Anti-corruption, Certified Anti-Money..., Anti-bribery, Microsoft Office, Public Corruption, Due Diligence, Financial Services, Banking, Risk Management, Financial Risk, Securities, Wealth Management, KYC, Finance, OFAC

Education
New York University   2010 — 2011
Advanced Certificate in Financial Analysis, Banking and Finance Specialization

Pace University   2005 — 2007
Bachelor's degree, Finance

Ben Willauer Ben Willauer Portland, Maine Details
Ben Willauer's UBS Wealth Management Experience February 2006 - April 2009
Job Portfolio management & business development professional
Industry Investment Management
Experience
The Nature Conservancy of Maine   2010 - Present
Hurricane Island Foundation   September 2008 - Present
Willauer Prosky Willauer Asset Management   April 2012 - December 2014
Thompson Island Outward Bound  June 2006 - May 2013
Ram Trust Services  May 2011 - June 2012
Charter Oak Capital Management  April 2009 - May 2011
UBS Wealth Management   February 2006 - April 2009
Thompson Island Outward Bound  1996 - 2006

Skills
Alternative Investments, Portfolio Management, Non-profits, Fundraising, Public Speaking, Program Development, Leadership Development, Strategic Planning, Event Planning, Research, Team Building, Strategic Financial..., Organizational..., Corporate Governance, Series 7, Series 63, Nonprofits, High Net Worth..., Leadership, Staff Development, Grant Writing, Entrepreneurship, Estate Planning, Workshop Facilitation, Asset Allocation, Mutual Funds, Management, Investments, Community Outreach, Coaching, Investment Strategies, Hedge Funds, Asset Management, Wealth Management, Event Management, Risk Management, Budgets, Social Media, Volunteer Management, Strategy, Start-ups, Finance, Investment Advisory, Philanthropy, Stewardship, Mergers & Acquisitions, Governance, Small Business

Education
New York University   1995 — 1999
Bachelor of Arts, Expeditionary Learning

Studio Arts Centers International   1994 — 1995
Sculpture

Waynflete School   1989 — 1994

Michele Carbuccia Michele Carbuccia Greater New York City Area Details
Michele Carbuccia's UBS Wealth Management Experience July 2006 - February 2009
Job Sales Technologies and Automation Manager
Industry Information Technology and Services
Experience
Medidata Solutions  November 2010 - Present
CC Global Consulting   2001 - 2010
UBS Wealth Management   July 2006 - February 2009
Mercer HR Consulting  2004 - 2006
Mercer Management Consulting  1998 - 2004
Commerzbank  1996 - 1998

Skills
Visio, Databases, Access, Business Analysis, PeopleSoft, Human Resources, Project Management, MS Project, Business Objects, HRIS, Visual Basic, Personnel Management, Deferred Compensation, Solution Architecture, Data Analysis, Leadership, SDLC, Vendor Management, Cross-functional Team..., Business Process...

Education
New York University

Rutgers University-New Brunswick

Andrew Crane Andrew Crane Greater Atlanta Area Details
Andrew Crane's UBS Wealth Management Experience December 2005 - November 2007
Job Managing Partner / Wealth Advisor at The Keen Insight Group
Industry Financial Services
Experience
Keen Insight Group   November 2007 - Present
UBS Wealth Management   December 2005 - November 2007
The National Bank of South Carolina  June 2004 - December 2005
Wachovia, A Wells Fargo Company  May 2002 - May 2004

Education
University of Georgia - Terry College of Business   2008 — 2009
Financial Planning

Wofford College   1998 — 2002
BA

New York University   2000 — 2000
Tisch School of the Arts

Anand Malwade Anand Malwade Greater New York City Area Details
Anand Malwade's UBS Wealth Management Experience May 2006 - April 2008
Job Sr Security Consultant at Major Investment Management company
Industry Financial Services
Experience
Major Investment Management company   2014 - Present
National Football League  March 2013 - December 2013
Prudential Financial  March 2011 - March 2013
Seton Hall University  May 2008 - December 2010
UBS Wealth Management   May 2006 - April 2008
J P Morgan Chase  August 2000 - April 2006
President Container   July 1998 - August 2000

Skills
Vulnerability Management, Security Architecture..., Data Privacy, Cloud Computing, Business Continuity..., IAM, DLP, Infrastructure Security, Information Security..., Information Security, Security, Penetration Testing, Computer Security, Vulnerability Assessment, Disaster Recovery, Risk Management, Risk Assessment, Information Technology, Security Awareness, Security Policy, IT Risk Management, Security Management, CISSP

Education
New York Institute of Technology-Old Westbury   1998 — 2000
Masters, Computer Science

Seton Hall University
Graduate Certficate, Strategic Leadership and communication

Kim Velez Langham Kim Velez Langham Greater New York City Area Details
Kim Velez Langham's UBS Wealth Management Experience July 2006 - Present
Job Associate Director Banking Operations
Industry Financial Services
Experience
UBS Wealth Management   July 2006 - Present

Education
New York University   1991 — 1993
MPA, Health Care Administration

Rutgers, The State University of New Jersey-Newark   1987 — 1991
B.S., Marketing

Athena Clark Athena Clark Greater Philadelphia Area Details
Athena Clark's UBS Wealth Management Experience October 2001 - February 2003
Job Sales Associate at Chris Clemans Sotheby's International Realty
Industry Financial Services
Experience
Chris Clemans Sotheby's International Realty   July 2012 - October 2014
UBS Wealth Management   October 2001 - February 2003
Morgan Stanley Investment Management  August 1992 - October 2001

Skills
Portfolio Management, Real Estate, Wealth Management, Investments, Asset Management, Equities, Financial Markets, Mutual Funds, Series 7, Options

Education
New York University   1977 — 1981
BA, Economics

Boris Kodinsky Boris Kodinsky Greater New York City Area Details
Boris Kodinsky's UBS Wealth Management Experience July 2005 - April 2008
Job Vice President at Bank of America
Industry Computer Software
Experience
Bank of America  July 2013 - Present
Citi  November 2010 - July 2013
Barclays Capital  April 2008 - November 2010
UBS Wealth Management   July 2005 - April 2008
UBS Wealth Management   June 2004 - August 2004

Skills
SQL, Java, AJAX, Python, HTML, SDLC, Struts, JSP, JavaScript, Oracle, PL/SQL, XML, Shell Scripting, Quartz

Education
Polytechnic University   2001 — 2005
Bachelor of Science (B.S.), Computer Science

James Morel James Morel Greater New York City Area Details
James Morel's UBS Wealth Management Experience February 2004 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   February 2004 - November 2007
UBS Financial Services Inc.  2004 - 2007
Merrill Lynch  1989 - 2003
Merrill Lynch, Pierce, Fenner & Smith Inc.   1989 - 2003

Education
New York University School of Law   1978 — 1983

Richard Aab Richard Aab Houston, Texas Area Details
Richard Aab's UBS Wealth Management Experience FounderApparently Different FitnessJune 2011 - Present
Job Founder at Apparently Different Fitness
Industry Financial Services
Experience
UBS Wealth Management   FounderApparently Different FitnessJune 2011 - Present

Education
New York University

Ilana Esposito Ilana Esposito Charlotte, North Carolina Area Details
Ilana Esposito's UBS Wealth Management Experience April 1998 - April 2013
Job Communications professional at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2013 - Present
UBS Wealth Management   April 1998 - April 2013

Skills
Marketing Communications, Internal Communications, Strategic Communications, Writing, Editing, Customer Service, Public Relations, Project Management, Budgets, Corporate Communications, Media Relations, Team Building, Social Media Marketing, Social Media

Education
Queens University of Charlotte   2002 — 2004
Master of Arts (M.A.), Organizational Communication, General, 4.0

New York University   1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government, 3.86

Danielle Ancrile Danielle Ancrile Brooklyn, New York Details
Danielle Ancrile's UBS Wealth Management Experience April 2014 - January 2015
Job Freelance Graphic Designer
Industry Design
Experience
UBS Wealth Management   April 2014 - January 2015
Charles Schwab  January 2012 - April 2014
Charles Schwab  October 2008 - January 2012
CNL  February 2007 - October 2008

Skills
Financial Services, Mutual Funds, Series 63, Series 7, FINRA, Client Services, Microsoft Office, Investments, Alternative Investments, Customer Service, Public Speaking, Financial Planning, Marketing, Social Media, JavaScript, Administrative..., Executive..., Finance, Management, Sales, Office Management, Concur, Website Updating, Onboarding, Follow-through Skills, Project Management, Project Planning, Executive Calendar..., Heavy Calendaring, Google Docs, Microsoft Excel, Microsoft Word, Negotiation

Education
New York University
Graphic Design

Dedric Jackson Dedric Jackson Mountain View, California Details
Dedric Jackson's UBS Wealth Management Experience 2007 - 2008
Job Naval Officer at US Navy
Industry Financial Services
Experience
US Navy  2012 - Present
VALIC  April 2009 - 2012
UBS Wealth Management   2007 - 2008
UBS Wealth Management   2005 - 2008
Pepsi Bottling Ventures  2002 - 2005
US Navy  1994 - 2001

Skills
Windows 7, Microsoft..., Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Strategic Planning, Investment Strategies, Entrepreneurship, Business Strategy, Uniform Combined State..., Portfolio Management, Asset Managment, Fixed Annuities, Management, Estate Planning, Variable Annuities, Variable Products, Variable Life, Financial Planners, Personal Finance, Personal Financial..., Holistic Financial..., Military Logistics, Military Training, Operational Planning, Operations Management, Risk Management, Financial Risk..., Program Management, Program Management..., Team Building, Security Clearance, Logistics Management, International Logistics

Education
Norfolk State University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.2

US Navy Supply Corps School
Certification, Logistics, Materials, and Supply Chain Management

Eugene Pevzner Eugene Pevzner Greater New York City Area Details
Eugene Pevzner's UBS Wealth Management Experience August 2011 - June 2013
Job Summer Associate at King & Spalding
Industry Legal Services
Experience
King & Spalding  May 2015 - July 2015
Citi  May 2014 - May 2015
BlackRock  June 2013 - May 2014
UBS Wealth Management   August 2011 - June 2013
Con Edison  June 2006 - June 2011

Skills
SOA, Jasper Reports, .NET, WCF, ServiceMix, Java, C++, SQL, C#, Databases, Visual Studio, Eclipse, Programming, SDLC, Linux, MySQL, XML, Python, Distributed Systems, Perl, JavaScript, Business Analysis, Java Enterprise Edition, Software Development, Agile Methodologies, Legal Research

Education
New York Law School   2012 — 2016
Doctor of Law (J.D.), Intellectual Property Law

Polytechnic University   2010 — 2011
MS, Computer Science

New York University - Polytechnic School of Engineering   2007 — 2011
Bachelors, Computer Science

Steve Shvets Steve Shvets Greater New York City Area Details
Steve Shvets's UBS Wealth Management Experience April 2000 - April 2008
Job consultant at Citi
Industry Information Technology and Services
Experience
Citi  September 2013 - Present
Federal Reserve Bank of New York  December 2012 - September 2013
Citibank  May 2008 - December 2012
UBS Wealth Management   April 2000 - April 2008

Skills
AngularJS, Spring MVC, Spring, Hibernate, Bootstrap, Oracle, GWT, jQuery, Ext JS, Flex, JavaScript, Struts, Spring Batch, Ehcache, Sybase, DB2, WebLogic, Websphere, Maven, SDLC, Agile Project Management, Software Project..., Requirements Analysis, Agile Methodologies, Requirements Gathering, Business Analysis, Business Requirements, PMO, IT Strategy, Project Management, Trading Systems, Version One, User Experience, Vendor Management, Mockito

Education
New York University - Polytechnic School of Engineering   1996 — 1999
Master of Science (MS)

Kenneth Crowley Kenneth Crowley Greater New York City Area Details
Kenneth Crowley's UBS Wealth Management Experience AssociateSimpson Thacher & Bartlett LLP1994 - 2001
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   AssociateSimpson Thacher & Bartlett LLP1994 - 2001
Manhattan District Attorney's Office  1988 - 1994

Education
New York University School of Law   1985 — 1988
Doctor of Law (JD)

Yale University   1979 — 1983
BA

Phillips Exeter Academy   1976 — 1979

Alexander Sharif Alexander Sharif Chicago, Illinois Details
Alexander Sharif's UBS Wealth Management Experience June 2007 - August 2007
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co.   July 2015 - Present
SunTrust Robinson Humphrey  June 2014 - August 2014
PepsiCo  May 2011 - June 2013
PepsiCo  June 2009 - May 2011
Thomson Reuters  June 2008 - August 2008
UBS Wealth Management   June 2007 - August 2007

Skills
PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Analysis, Financial Reporting, Finance, Microsoft Word, Budgets, Economics, Social Media, Event Planning, Research, Competitive Analysis, Strategic Financial..., Business Planning, Leadership

Education
University of Virginia - Darden Graduate School of Business Administration   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

New York University   2005 — 2009
B.A, Economics

Oratory Prep   2001 — 2005

Sean Vick Sean Vick Dallas, Texas Details
Sean Vick's UBS Wealth Management Experience June 2011 - Present
Job Associate Director, Mortgage Transaction Manager
Industry Financial Services
Experience
UBS Wealth Management   June 2011 - Present
PHH Mortgage  April 2006 - June 2011
PHH Mortgage  February 2005 - April 2006
Cendant Mortgage  February 2003 - February 2005

Skills
Mortgage Lending, Loan Origination, Residential Mortgages, Mortgage, Credit, Loans, Refinance, Mortgage Banking, Mortgage Planning, FHA, Analysis, Banking, Credit Analysis, Management, Underwriting, Portfolio Management

Education
North Carolina State University   1996 — 1999
BS Business Management, Finance & Marketing

Johnson & Wales University   1994 — 1996
AAS Hospitality Management, Hospitality Management

Irene Peltzer Irene Peltzer Greater New York City Area Details
Irene Peltzer's UBS Wealth Management Experience July 2001 - Present
Job Associate Director at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   July 2001 - Present
Morgan Stanley Dean Witter  December 2000 - April 2001
Chase Manhattan Bank  January 1998 - October 2000
Hapag-Lloyd (America), Inc.   November 1993 - December 1997
Bell Communications Research  June 1988 - September 1991
Shearson Lehman Hutton  June 1985 - June 1988
Manufacturers Hanover Trust  September 1984 - May 1985
Port Authority of NY   February 1981 - August 1984

Skills
Vendor Management, JCL, CICS, DB2, Business Process..., Disaster Recovery, Mainframe, Software Project..., Requirements Analysis, SDLC, Enterprise Architecture, Visio, Data Warehousing, COBOL

Education
NYU   1984 — 1986
Master's degree, Computer Science

NYU   1979 — 1981
Bachelor's degree, Computer Science

Steven Leong Steven Leong Greater New York City Area Details
Steven Leong's UBS Wealth Management Experience January 2010 - May 2011
Job AVP Counterparty Credit Officer at HSBC Securities
Industry Capital Markets
Experience
HSBC Securities  September 2012 - Present
Newedge  May 2011 - September 2012
UBS Wealth Management   January 2010 - May 2011
CC Image It   October 2008 - December 2009
Deutsche Bank  April 1998 - December 2007
ING  March 1997 - May 1998
Citibank  1995 - 1997

Skills
Trading, Credit Risk, Credit, Structured Finance, Hedge Funds, Banking, Counterparty Risk, Risk Management, Securities Lending, Wealth Management, Financial Institutions, Corporate Finance, ISDA negotiations, Emerging Markets, Finance, Derivatives, Credit Analysis, Market Risk, FX Options, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Structured Products, Financial Markets, Securities, Equities, Financial Risk, Loans, Prime Brokerage, Valuation, Alternative Investments, Asset Management, Bloomberg Terminal, Credit Derivatives, Equity Research, Equity Trading, Equity Valuation, Financial Modeling, Financial Services, Fund Of Funds, ISDA, Investment Management, Investments, Mutual Funds, Portfolio Management, Private Banking, Private Equity, Series 7, Trading Systems

Education
New York University
Finance/Math

Andrew Lippman Andrew Lippman Greater New York City Area Details
Andrew Lippman's UBS Wealth Management Experience November 2005 - December 2013
Job AJL Consultants
Industry Financial Services
Experience
Raymond James Financial Inc.  January 2014 - Present
AJL Consultants, Inc   May 2005 - Present
UBS Wealth Management   November 2005 - December 2013
Prudential Financial  June 2005 - June 2009
WACHOVIA SECURITIES  July 2003 - May 2005
Prudential Financial  October 1984 - June 2003

Skills
Analysis, Expert Witness, Wealth Management, Business Analysis, Business Strategy, Process Improvement, Management Consulting, Analytics, Business Intelligence, Business Process, Business Process..., Business Requirements, Consulting, Leadership, Requirements Analysis, Requirements Gathering, Strategy, Data Analysis

Education
New York University   1983 — 1988
Bachelor's degree, Mathematics

Alvaro De Lucas Alvaro De Lucas Greater New York City Area Details
Alvaro De Lucas's UBS Wealth Management Experience March 2015 - Present
Job Vice President at UBS Financial Services
Industry Investment Banking
Experience
UBS Wealth Management   March 2015 - Present
Santander Private Banking International  January 2010 - March 2015
Proxima Alfa Investments   October 2005 - July 2009
Santander Investment  October 2003 - May 2005
CM Capital Markets   2001 - September 2003

Skills
Hedge Funds, Fixed Income, Equities, Wealth Management, Derivatives, Investor Relations, Wealth Management..., Structured Products, Private Banking, Financial Markets, Bloomberg, Investment Banking, Capital Markets, Portfolio Management, Series 7, Mutual Funds

Education
CAIA Level 2 Candidate
Level 2 Candidate

New York University
Portfolio Management

Svetlana (Dvinyaninova) Nagirner, CFA Svetlana (Dvinyaninova) Nagirner, CFA Greater New York City Area Details
Svetlana (Dvinyaninova) Nagirner, CFA's UBS Wealth Management Experience February 2006 - May 2006
Job Cross Asset Marketing Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2013 - Present
JPMorgan Chase  March 2010 - January 2013
JPMorgan Chase  April 2009 - March 2010
JPMorgan Chase  July 2007 - November 2008
JPMorgan Chase  December 2006 - July 2007
UBS Wealth Management   February 2006 - May 2006
Park Avenue Financial Advisors   2005 - 2006
BNP Paribas  June 2004 - January 2005
Morgan Stanley Investment Management  2005 - 2005
Smith Barney  September 2002 - August 2003

Skills
Fixed Income, Derivatives, Structured Products, Equity Derivatives

Education
New York University   2003 — 2007
B.S., Finance

Caryn Epstein, CMP Caryn Epstein, CMP Greater New York City Area Details
Caryn Epstein, CMP's UBS Wealth Management Experience 2000 - 2002
Job Executive Director, Head of Sponsorships at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley  2014 - Present
Rothstein Kass  2013 - 2014
The Golf Club of Purchase   2009 - 2013
Morgan Stanley  2003 - 2009
UBS Wealth Management   2000 - 2002
Bla-Bla. com   2000 - 2000
Advertising Research Foundation  1999 - 2000
GEM Communications & International Gaming & Wagering Business Magazine   1996 - 1999
The Sunshine Group  1994 - 1996
Turner Broadcasting, Inc.   1991 - 1994

Skills
Event Management, Hospitality, Department Budget..., Superior Client Service, Business Planning, Budgets, Leadership, Food & Beverage, Customer Service, Management, Integrated Marketing, Client Services, Trade Shows, Hospitality Industry, Marketing, Advertising, Revenue Analysis, Brand Development, Contract Negotiation, Human Resources, Sales, Sponsorship, Marketing Strategy, Hospitality Management, Resorts

Education
New York University
Sports, Entertainment & Event Marketing

Syracuse University - Martin J. Whitman School of Management
BS, Marketing

Ben Tarantino Ben Tarantino Dallas/Fort Worth Area Details
Ben Tarantino's UBS Wealth Management Experience April 2006 - Present
Job MD at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2006 - Present
UBS Financial Services  2006 - Present
Morgan Stanley  August 2000 - April 2006

Education
Niagara University   1977 — 1981
BA, History

Jonathan Ferrer Jonathan Ferrer Charlotte, North Carolina Details
Jonathan Ferrer's UBS Wealth Management Experience May 2009 - October 2009
Job Assistant Vice President, Senior Financial Analyst at Bank of America
Industry Banking
Experience
UNC Charlotte  May 2014 - Present
Bank of America  July 2013 - Present
Bank of America  June 2011 - June 2013
Bank of America  June 2010 - August 2010
UNC Charlotte Student Managed Investment Fund   August 2009 - May 2010
Financial Management Association - UNC Charlotte Chapter   March 2009 - May 2010
UBS Wealth Management   May 2009 - October 2009
Moe's Southwest Grill  July 2006 - August 2008

Skills
Investments, Forecasting, Finance, Analysis, Leadership, Banking, Budgets, Management, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Managerial Finance, Data Analysis, Microsoft Word, Risk Management, Customer Service

Education
University of North Carolina at Charlotte - Belk College of Business   2008 — 2010
BSBA, Finance and Economics

North Carolina State University   2006 — 2008
BSBA, Financial Analysis

Cardinal Gibbons   2002 — 2006

Vadim Kats Vadim Kats Greater New York City Area Details
Vadim Kats's UBS Wealth Management Experience September 2008 - December 2008
Job I.B. Risk Product Controllers Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  January 2014 - Present
JPMorgan Chase  July 2012 - December 2013
JPMorgan Chase  August 2011 - June 2012
JPMorgan Chase  August 2010 - July 2011
JP Morgan Chase  June 2009 - July 2010
UBS Wealth Management   September 2008 - December 2008

Skills
Financial Risk, Bloomberg, Financial Modeling, Fixed Income, Investment Banking, Equities, Derivatives, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Bloomberg Terminal

Education
New York University   2012 — 2015
Master of Business Administration (MBA)

Pace University   2006 — 2010
BS/BBA, Business Economics and Finance

Stephanie Krug Stephanie Krug Greater New York City Area Details
Stephanie Krug's UBS Wealth Management Experience July 2008 - April 2009
Job Product Manager, CVP at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  October 2012 - Present
New York Life MainStay   July 2009 - September 2012
UBS Wealth Management   July 2008 - April 2009
Park Avenue Financial Advisors   May 2006 - June 2008
Citi  May 2007 - August 2007

Skills
Finance, Investments, Mutual Funds, Valuation, Due Diligence, Marketing, Asset Management, Guaranteed Lifetime..., Private Equity, Asset Allocation, Series 7, Sales, Asset Managment, Financial Advisory

Education
New York University - Leonard N. Stern School of Business   2004 — 2008
B.S., Finance & Marketing

New York University

Catherine Benlian Catherine Benlian New York, New York Details
Catherine Benlian's UBS Wealth Management Experience April 2015 - Present
Job Associate Director UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2015 - Present
Abbott Capital Management  September 2013 - April 2015
Morgan Stanley Wealth Management, Alternative Investments   January 2011 - September 2013
MORGAN STANLEY SMITH BARNEY, Alternative Investments   January 2010 - May 2011
CITIGROUP Global Wealth Management, Alternative Investments   June 2007 - December 2009

Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Asset Management, Marketing

Education
New York University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Nick Drexel Nick Drexel Greater New York City Area Details
Nick Drexel's UBS Wealth Management Experience May 2011 - August 2011
Job Licensed Real Estate Salesperson at Douglas Elliman in the Rande Coleman Team
Industry Real Estate
Experience
Douglas Elliman  June 2013 - Present
The Center of Prevention and Evaluation (COPE), Columbia University Medical Center/NYSPI   July 2012 - June 2013
New York Real Estate Institute  2013 - 2013
UBS Wealth Management   May 2011 - August 2011
UBS Wealth Management   February 2011 - May 2011
East Hartford Chamber of Commerce   September 2010 - December 2010
U.S. House Financial Services Committee   May 2009 - July 2009
Office of U.S. Senator Sheldon Whitehouse   May 2008 - July 2008

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Microsoft Publisher, Intertrac, LotusNotes, Dr. Scheme (programming), Nonprofits, Coaching, Facebook, Rentals, Real Estate, Event Planning, Social Networking, Real Estate Transactions, Co-ops, Condos

Education
Trinity College-Hartford   2007 — 2011
Bachelor of Arts (BA), History (United States)

NYU   2012 — 2012
Continuing Education, Fundamentals of Accouting, B

New York University   2015 — 2015
Fundamentals of Corporate Finance, A

Kimberly Maccarone Towle Kimberly Maccarone Towle New York, New York Details
Kimberly Maccarone Towle's UBS Wealth Management Experience 2006 - 2009
Job Business Banking at Capital One
Industry Financial Services
Experience
Capital One  February 2015 - Present
William O'Neil + Co. Inc.   January 2010 - February 2015
UBS Wealth Management   2006 - 2009

Skills
Client Relations Skills, Bloomberg, Equities

Education
New York University   2002 — 2005
BA, Economics, Mathematics

Alexandra Bash Alexandra Bash Greater New York City Area Details
Alexandra Bash's UBS Wealth Management Experience October 2010 - March 2013
Job IBM Information Technology Consultant
Industry Information Technology and Services
Experience
Express Scripts  May 2013 - October 2013
UBS Wealth Management   October 2010 - March 2013
UBS Wealth Management   April 1996 - December 2008
National Prescription Administrators, Inc   September 1993 - March 1996

Skills
VSAM, Mainframe, Fileaid, Serena Changeman, JCL, CICS, DB2, IBM Mainframe, SQL, Production Support, COBOL, TSO, SDLC, MVS, Sybase, Websphere, WebSphere MQ, SPUFI, Disaster Recovery, FTP, ISPF, Databases, Requirements Analysis, ETL, Software Development

Education
New York University - Polytechnic School of Engineering   1971 — 1977
BS, Information Systems/Economics

Adam Meistrich Adam Meistrich United States Details
Adam Meistrich's UBS Wealth Management Experience April 2008 - May 2008
Job
Industry
Experience
Wellington Management  January 2010 - July 2011
UBS Wealth Management   April 2008 - May 2008
SunTrust Brokerage Fund   April 2007 - June 2007

Skills
Bloomberg Terminal, CTM, DTC, Microsoft Excel, PowerPoint, Spanish, Corporate Communications, Multi Tasking, Financial Analysis, Data Analysis, International Logistics, Investments

Education
University of South Florida - College of Business Administration   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.64

Northeastern University   2009 — 2011
Bachelor of Business Administration (B.B.A.), Finacne, 3.4

Will Jolley Will Jolley Greater New York City Area Details
Will Jolley's UBS Wealth Management Experience January 2010 - May 2010
Job Data Analytics Analyst at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs  June 2014 - Present
First New York Securities  August 2011 - January 2013
New York University  August 2007 - May 2011
Wolverine Trading  June 2010 - August 2010
UBS Wealth Management   January 2010 - May 2010
Jefferies & Company  August 2008 - September 2008

Skills
Financial Analysis, Microsoft Excel, Investment Banking, Fixed Income, Financial Modeling, Public Speaking, Bloomberg Terminal, Capital Markets, Derivatives, Corporate Finance, Equities, Wealth Management, Microsoft Office, Social Media, Risk Management, Market Making, Trading, PowerPoint, Economics, Bloomberg, Data Analysis

Education
New York University   2007 — 2011
B.A., Economics

Culver Academies   2003 — 2007

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

Gay Savery Gay Savery Greater New York City Area Details
Gay Savery's UBS Wealth Management Experience February 1993 - September 2007
Job
Industry
Experience
Atalanta Corporation  June 2008 - Present
Atalanta Corporation  June 2008 - Present
UBS Wealth Management   February 1993 - September 2007

Education
New York University   2007 — 2007
Diploma, Paralegal Studies

New York University - Leonard N. Stern School of Business   1995 — 2000
Certificate, Financial Markets

Polytechnic University, Nicaragua   1972 — 1976
BA, Marketing

Peter Heinzelmann Peter Heinzelmann New York, New York Details
Peter Heinzelmann's UBS Wealth Management Experience May 2008 - August 2008
Job Analyst at OMD USA
Industry Marketing and Advertising
Experience
OMD USA  October 2014 - Present
Starcom MediaVest Group  January 2014 - October 2014
Independent Professional  September 2009 - December 2013
GENY   January 2012 - July 2013
Hakeem Jeffries for the US House of Representatives   December 2011 - February 2012
ZocDoc  October 2010 - April 2011
U.S. Census Bureau   December 2009 - September 2010
UBS Wealth Management   May 2008 - August 2008

Skills
Social Media, Data Analysis, Analytics, Excel, HTML, Tableau, SQL, PowerPoint, Web Analytics, Research, Office, Mobile Advertising, Advertising, Digital Media, comScore, Survey Design, Access, Direct Response

Education
New York University   2006 — 2009
BA, Economics, Art History

HHS   2003 — 2006

Nancy Rodowicz Nancy Rodowicz Greater New York City Area Details
Nancy Rodowicz's UBS Wealth Management Experience 2003 - 2008
Job Vice President Wealth Management Adviser at Atlas Private Wealth Management
Industry Financial Services
Experience
Atlas Private Wealth Management, LLC   February 2011 - Present
Star Alliance Capital One, LLC   July 2008 - March 2012
UBS Wealth Management   2003 - 2008
BNP Paribas  1996 - 2003
Steinhardt Management   1992 - 1996
Triangle Industries  1976 - 1983

Skills
Portfolio Management, Mergers & Acquisitions, Financial Services, Management, Investments, Securities, Finance, Financial Advisory, Mutual Funds, Asset Management

Education
New York University   1968 — 1972
Bachelor of Arts (B.A.), Spanish Latin American Studies

NYU Spain   1970 — 1971
Spanish

Adams High School   1964 — 1968

Vishal Keswani Vishal Keswani Greater New York City Area Details
Vishal Keswani's UBS Wealth Management Experience June 2012 - August 2012
Job Vice President at World Business Lenders
Industry Financial Services
Experience
World Business Lenders, LLC  April 2013 - Present
World Business Lenders, LLC  April 2013 - February 2014
NYU Polytechnic School of Engineering  January 2012 - December 2012
UBS Wealth Management   June 2012 - August 2012

Skills
Derivatives, Fixed Income, Financial Modeling, C++, Microsoft Excel, Matlab, Risk Management, Corporate Finance, Java, Research, Strategic Financial..., SQL, PowerPoint, Equity Research, Credit Risk, VBA, Bloomberg, Microsoft Word, Underwriting, Credit Analysis, Loan Portfolio Analysis, Management, Excel, Loan Origination, Business Loans, Financial Analysis, Finance, Process Management, Business Process..., Accounts Payable, Accounts Receivable, Planning Budgeting &..., Performance Management

Education
New York University   2011 — 2013
Master's Degree, Financial Engineering

University of Mumbai   2007 — 2011
Bachelor of Engineering (B.E.), Computer Engineering

Nancy Tse Nancy Tse Greater New York City Area Details
Nancy Tse's UBS Wealth Management Experience July 2004 - August 2004
Job Student at New York University School of Law
Industry Law Practice
Experience
Legal Aid Society - Criminal Appeals Bureau   May 2011 - July 2011
UBS Investment Bank  July 2005 - May 2010
UBS Wealth Management   July 2004 - August 2004

Education
New York University School of Law   2010 — 2013

Polytechnic University   2001 — 2005
B.S., Computer Science

Bruce Glassberg Bruce Glassberg Greater New York City Area Details
Bruce Glassberg's UBS Wealth Management Experience April 2013 - May 2015
Job Associate Director at UBS
Industry Financial Services
Experience
RD Legal Funding LLC  May 2015 - Present
UBS Wealth Management   April 2013 - May 2015
Morgan Stanley Smith Barney  December 2010 - April 2013
Morgan Stanley Smith Barney  January 2009 - December 2010
Smith Barney, a division of Citigroup Global Markets Inc   June 2006 - January 2009
St. John's University Securities Arbitration Clinic   January 2006 - May 2006
Honorable Martin E   May 2005 - September 2005

Skills
Securities, Litigation, Legal Research, Capital Markets, Hedge Funds, Investments, Securities Regulation, Private Equity, Due Diligence, Legal Writing, FINRA, Risk Management, AML, Mutual Funds, Real Estate

Education
St. John's University School of Law   2004 — 2007
Juris Doctorate

New York University   2000 — 2004
Bachellor of Arts, History

New York University   2000 — 2004
Bachelor of Arts (B.A.)

Nicholas Guido Nicholas Guido Chicago, Illinois Details
Nicholas Guido's UBS Wealth Management Experience December 2011 - August 2012
Job
Industry Investment Management
Experience
Chicago Partners Wealth Advisors   November 2013 - Present
Ameriprise Financial Services, Inc.   August 2012 - October 2013
UBS Wealth Management   December 2011 - August 2012
J De Sena Private Wealth Management of Ameriprise Financial   October 2010 - December 2010

Education
North Central College   2008 — 2011
BS, Double Major in Finance & Economics

Neuqua Valley High School   2002 — 2006

Crone Middle School   1999 — 2002

Melanie Batista Melanie Batista Corona, New York Details
Melanie Batista's UBS Wealth Management Experience February 2013 - August 2013
Job Tax Assistant at Frank Hirth
Industry Accounting
Experience
Frank Hirth  July 2014 - Present
UBS Wealth Management   February 2013 - August 2013
Stern Doctoral Office   December 2012 - January 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Research, Financial Analysis, Microsoft Word, PowerPoint, Organization, Spanish, French, Analysis, Accounting

Education
NYU   2010 — 2014
Bachelor of Arts (BA), Economics

Lilli Ann Rowan, PMP Lilli Ann Rowan, PMP Jersey City, New Jersey Details
Lilli Ann Rowan, PMP's UBS Wealth Management Experience December 2005 - Present
Job Associate Director Software Engineer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2005 - Present
Keane, Inc. USA   April 2003 - December 2005
SLI – Software Dev. Alternatives Corp., USA   May 1999 - April 2003

Skills
Project Management, Business & Data Analysis, Data Warehousing, Business Intelligence, Data Modeling, ETL Design and..., Software Design and..., Technical Research, Proof of Concept, Performance Optimization, Technology Integration, Informatica PowerCenter..., Oracle, Oracle PL/SQL..., Microstrategy, Unix Shell Scripting, HTML / XML / XSD, DB2, DB2 Stored Procedures, WebSphere MQ, COBOL, CICS, Performance Tuning, ETL, Analysis, SDLC, PL/SQL, SQL, Software Project..., Business Analysis, Requirements Analysis

Education
New York University
Certificate, Project Management (Kerzner Approach)

New York University
Certificate, Object Oriented Programming (in Java)

University of the Philippines
Bachelor of Science (BS), Mathematics

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