UBS Wealth Management
UBS Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Wealth Management Salaries. You can even request information on how much does UBS Wealth Management pay if you want to. Learn about salaries, pros and cons of working for UBS Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,822 UBS Wealth Management employees in database. Find out everything there's to know about UBS Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Wealth Management Employees
Employee
Years
Job
Industry
Cooper Jones Cooper Jones's UBS Wealth Management Experience June 2014 - August 2014
Job Analyst at Accenture
Industry Financial Services
Experience
Accenture June 2015 - Present
Oklahoma State University Business Student Council April 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Wooden Nickel July 2013 - April 2014
Oklahoma State University Business Student Council April 2013 - April 2014
Pelco Products, Inc. May 2012 - July 2012
Skills
Sales, CRM, Marketing, Event Management, Social Networking, Data Analysis, Time Management, Leadership, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Teamwork, Microsoft Office
Education
Oklahoma State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
IQS School of Management
Accenture June 2015 - Present
Oklahoma State University Business Student Council April 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Wooden Nickel July 2013 - April 2014
Oklahoma State University Business Student Council April 2013 - April 2014
Pelco Products, Inc. May 2012 - July 2012
Skills
Sales, CRM, Marketing, Event Management, Social Networking, Data Analysis, Time Management, Leadership, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Teamwork, Microsoft Office
Education
Oklahoma State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
IQS School of Management
Amanda Schiavone, CFP® Amanda Schiavone, CFP®'s UBS Wealth Management Experience August 2007 - November 2013
Job Client Service Manager at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. November 2013 - Present
UBS Wealth Management August 2007 - November 2013
Education
Northwestern University 2010 — 2012
Financial Planning
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance & Accounting
Oxford Financial Group, Ltd. November 2013 - Present
UBS Wealth Management August 2007 - November 2013
Education
Northwestern University 2010 — 2012
Financial Planning
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance & Accounting
Dawn Lloyd, JD, CFP®, CRPC®'s UBS Wealth Management Experience July 1999 - December 2000
Job President Investments and Advisory Services at Lakritz & Lloyd Wealth Management, LLC
Industry Financial Services
Experience
Lakritz & Lloyd Wealth Management, LLC August 2013 - Present
Merrill Lynch March 2009 - August 2013
Wells Fargo Advisors January 2002 - March 2009
MetLife January 2001 - January 2002
UBS Wealth Management July 1999 - December 2000
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2011 — 2014
Juris Doctor, Law
Northern Arizona University 2006 — 2010
Bachelor of Arts, Liberal Studies
Lakritz & Lloyd Wealth Management, LLC August 2013 - Present
Merrill Lynch March 2009 - August 2013
Wells Fargo Advisors January 2002 - March 2009
MetLife January 2001 - January 2002
UBS Wealth Management July 1999 - December 2000
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2011 — 2014
Juris Doctor, Law
Northern Arizona University 2006 — 2010
Bachelor of Arts, Liberal Studies
Kate Master Kate Master's UBS Wealth Management Experience January 2008 - April 2009
Job Executive Assistant at Canon Financial Services, Inc.
Industry Financial Services
Experience
Canon Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors, LLC April 2009 - June 2012
UBS Wealth Management January 2008 - April 2009
Rutgers University March 2005 - December 2007
Skills
Financial Services, Customer Service, Research, Financial Analysis, Microsoft Office 2007, Corporate Finance, Project Management, Investments, Asset Managment, Credit, Asset Management, Management, Training, Leadership, Accounting, Strategic Planning, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Master of Library & Information Science (MLIS)
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2007
Bachelor of Science (BS), Marketing
Ocean County College 2002 — 2004
AA, Liberal Arts
Canon Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors, LLC April 2009 - June 2012
UBS Wealth Management January 2008 - April 2009
Rutgers University March 2005 - December 2007
Skills
Financial Services, Customer Service, Research, Financial Analysis, Microsoft Office 2007, Corporate Finance, Project Management, Investments, Asset Managment, Credit, Asset Management, Management, Training, Leadership, Accounting, Strategic Planning, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Master of Library & Information Science (MLIS)
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2007
Bachelor of Science (BS), Marketing
Ocean County College 2002 — 2004
AA, Liberal Arts
Benjamin Hoeger, CFP®'s UBS Wealth Management Experience April 2005 - November 2008
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
UBS Wealth Management April 2005 - November 2008
Skills
Retirement, Investments
Education
Otterbein College 2003 — 2007
Bachelor of Arts, Finance and Economics
Robert W. Baird & Co. February 2009 - Present
UBS Wealth Management April 2005 - November 2008
Skills
Retirement, Investments
Education
Otterbein College 2003 — 2007
Bachelor of Arts, Finance and Economics
Joe Carrero Joe Carrero's UBS Wealth Management Experience June 2002 - August 2003
Job National Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency June 2005 - Present
UBS Wealth Management June 2002 - August 2003
Skills
Commercial Banking, Banking, Corporate Governance, Risk Management, Asset Managment, Credit Analysis, Financial Analysis, Loan Portfolio Analysis, Portfolio Management, Credit, Financial Statement..., Investments, Operational Risk..., Interest Rate Risk..., Loans, Capital Markets, Financial Services, Credit Risk, Financial Risk
Education
Northern Illinois University - College of Business 2001 — 2005
Bachelor Degree, Finance
Office of the Comptroller of the Currency June 2005 - Present
UBS Wealth Management June 2002 - August 2003
Skills
Commercial Banking, Banking, Corporate Governance, Risk Management, Asset Managment, Credit Analysis, Financial Analysis, Loan Portfolio Analysis, Portfolio Management, Credit, Financial Statement..., Investments, Operational Risk..., Interest Rate Risk..., Loans, Capital Markets, Financial Services, Credit Risk, Financial Risk
Education
Northern Illinois University - College of Business 2001 — 2005
Bachelor Degree, Finance
Shannon Disbrow's UBS Wealth Management Experience January 2012 - March 2012
Job Consultant at Frederic W. Cook & Co.
Industry Management Consulting
Experience
Frederic W. Cook & Co. July 2013 - Present
Windy City Field Hockey Club January 2011 - July 2013
AAR Corp June 2012 - August 2012
UBS Wealth Management January 2012 - March 2012
Skills
Mergers, Mergers & Acquisitions
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Winston Churchill High School 2005 — 2009
Frederic W. Cook & Co. July 2013 - Present
Windy City Field Hockey Club January 2011 - July 2013
AAR Corp June 2012 - August 2012
UBS Wealth Management January 2012 - March 2012
Skills
Mergers, Mergers & Acquisitions
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Winston Churchill High School 2005 — 2009
Katie Dutchman Katie Dutchman's UBS Wealth Management Experience June 2013 - August 2013
Job StudentAthlete at Northwestern University
Industry
Experience
Intouch Solutions June 2015 - Present
Club de Regatas "Lima" January 2015 - April 2015
Northwestern University August 2010 - December 2014
Northwestern University, Feinberg School of Medicine, Department of Microbiology-Immunology June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
The Scripps Research Institute March 2010 - June 2010
Skills
Data Analysis, SPSS, PowerPoint, Spanish, Athletics, Statistics, Public Speaking, Sports Management, Matlab
Education
Northwestern University 2014 — 2015
School of Professional Studies Certificate, Specialized Business Studies
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Biological Sciences major, Business Institutions Program minor
Torrey Pines High School 2006 — 2010
Intouch Solutions June 2015 - Present
Club de Regatas "Lima" January 2015 - April 2015
Northwestern University August 2010 - December 2014
Northwestern University, Feinberg School of Medicine, Department of Microbiology-Immunology June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
The Scripps Research Institute March 2010 - June 2010
Skills
Data Analysis, SPSS, PowerPoint, Spanish, Athletics, Statistics, Public Speaking, Sports Management, Matlab
Education
Northwestern University 2014 — 2015
School of Professional Studies Certificate, Specialized Business Studies
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Biological Sciences major, Business Institutions Program minor
Torrey Pines High School 2006 — 2010
Michelle (Mengxuan) Wang, CFA, CPA Michelle (Mengxuan) Wang, CFA, CPA's UBS Wealth Management Experience June 2010 - August 2010
Job Treasury Reporting and Control Manager at PACCAR
Industry Banking
Experience
PACCAR August 2014 - Present
HSBC August 2013 - August 2014
HSBC July 2011 - July 2013
UBS Wealth Management June 2010 - August 2010
Skills
Derivatives, Hedge Accounting, Corporate Finance, Financial Analysis, IFRS, Strategy, Financial Modeling, Financial Reporting, Risk Management, Investment Management, US GAAP, Strategic Financial..., Process Improvement, Time Management, Valuation, Team Building, Asset Managment, strategic cost analysis, Cross-functional..., analytical problem..., Train Staff, Mortgage Servicing, Residential Mortgages
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master, M.S. in Accountancy, 3.85
Ohio University 2007 — 2010
Bachelor of Business Administration, Accounting/ Finance/ Business Economics, 3.89
PACCAR August 2014 - Present
HSBC August 2013 - August 2014
HSBC July 2011 - July 2013
UBS Wealth Management June 2010 - August 2010
Skills
Derivatives, Hedge Accounting, Corporate Finance, Financial Analysis, IFRS, Strategy, Financial Modeling, Financial Reporting, Risk Management, Investment Management, US GAAP, Strategic Financial..., Process Improvement, Time Management, Valuation, Team Building, Asset Managment, strategic cost analysis, Cross-functional..., analytical problem..., Train Staff, Mortgage Servicing, Residential Mortgages
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master, M.S. in Accountancy, 3.85
Ohio University 2007 — 2010
Bachelor of Business Administration, Accounting/ Finance/ Business Economics, 3.89
David Wingo David Wingo's UBS Wealth Management Experience August 2015 - Present
Job at
Industry Information Technology and Services
Experience
UBS Wealth Management August 2015 - Present
UL Workplace Health & Safety July 2014 - May 2015
Dell July 2011 - July 2014
Northern Kentucky University May 2009 - May 2011
Buffalo Wild Wings March 2007 - February 2009
Pilot Flying J June 2006 - August 2007
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Team Leadership, Time Management, Marketing, Social Media, Salesforce.com, Management, Sales Management, Account Management, Market Research, Direct Sales, Team Building, Customer Satisfaction, Sales Process, Solution Selling, Customer Retention, Call Centers
Education
Northern Kentucky University 2009 — 2011
B.S., Economics, 3.7
University of Tennessee-Knoxville 2002 — 2005
BS, Economics
UBS Wealth Management August 2015 - Present
UL Workplace Health & Safety July 2014 - May 2015
Dell July 2011 - July 2014
Northern Kentucky University May 2009 - May 2011
Buffalo Wild Wings March 2007 - February 2009
Pilot Flying J June 2006 - August 2007
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Team Leadership, Time Management, Marketing, Social Media, Salesforce.com, Management, Sales Management, Account Management, Market Research, Direct Sales, Team Building, Customer Satisfaction, Sales Process, Solution Selling, Customer Retention, Call Centers
Education
Northern Kentucky University 2009 — 2011
B.S., Economics, 3.7
University of Tennessee-Knoxville 2002 — 2005
BS, Economics
David Iverson's UBS Wealth Management Experience 2005 - 2008
Job Advisor Consultant
Industry Financial Services
Experience
Consulting March 2012 - Present
Canard Capital 2014 - 2015
Witter Partners 2011 - 2012
JP Morgan 2009 - 2011
UBS Wealth Management 2005 - 2008
Citigroup 2004 - 2005
Skills
Mutual Funds, Series 7, Financial Advisory, Asset Management, Investment Management, Investment Sales, Financial Services, Investment Marketing..., Finance, Consulting, Mergers & Acquisitions, Entrepreneurship, Portfolio Management, Leadership, Investments, Series 63, Management, Sales, Wealth Management
Education
Ohio University
B.B.A., Finance, Economics
Consulting March 2012 - Present
Canard Capital 2014 - 2015
Witter Partners 2011 - 2012
JP Morgan 2009 - 2011
UBS Wealth Management 2005 - 2008
Citigroup 2004 - 2005
Skills
Mutual Funds, Series 7, Financial Advisory, Asset Management, Investment Management, Investment Sales, Financial Services, Investment Marketing..., Finance, Consulting, Mergers & Acquisitions, Entrepreneurship, Portfolio Management, Leadership, Investments, Series 63, Management, Sales, Wealth Management
Education
Ohio University
B.B.A., Finance, Economics
Chuck Nylander Chuck Nylander's UBS Wealth Management Experience 2004 - 2006
Job General Manager
Industry Telecommunications
Experience
Harbor Communications LLC August 2015 - Present
Harbor Communications, LLC December 2010 - August 2015
Airclic 2009 - 2010
Paychex 2008 - 2009
Merrill Lynch 2006 - 2008
UBS Wealth Management 2004 - 2006
Perk International 2001 - 2004
Arch Wireless 1988 - 2001
Skills
Start-ups, SaaS, Leadership, Telecommunications, Channel, Solution Selling, Unified Communications, VoIP, Direct Sales, Key Account Management, New Business Development, Mobile Devices, Wireless, Business Development, Sales Process, Contract Negotiation, Mobile Technology, Sales Management, Account Management, Product Launch, Strategic Partnerships, Sales Operations, Marketing, Product Management, Sales, Selling, Cloud Computing, MPLS, Networking, Channel Partners, Managed Services, Salesforce.com, Management, Business Intelligence, Go-to-market Strategy, B2B, Recruiting, Enterprise Software, Professional Services, Product Marketing, Cold Calling, Sales Presentations, CRM, Channel Sales, Lead Generation, Customer Retention, Co-location, Competitive Analysis, Strategy, Partner Management
Education
Ocean County College
Stockton University
Harbor Communications LLC August 2015 - Present
Harbor Communications, LLC December 2010 - August 2015
Airclic 2009 - 2010
Paychex 2008 - 2009
Merrill Lynch 2006 - 2008
UBS Wealth Management 2004 - 2006
Perk International 2001 - 2004
Arch Wireless 1988 - 2001
Skills
Start-ups, SaaS, Leadership, Telecommunications, Channel, Solution Selling, Unified Communications, VoIP, Direct Sales, Key Account Management, New Business Development, Mobile Devices, Wireless, Business Development, Sales Process, Contract Negotiation, Mobile Technology, Sales Management, Account Management, Product Launch, Strategic Partnerships, Sales Operations, Marketing, Product Management, Sales, Selling, Cloud Computing, MPLS, Networking, Channel Partners, Managed Services, Salesforce.com, Management, Business Intelligence, Go-to-market Strategy, B2B, Recruiting, Enterprise Software, Professional Services, Product Marketing, Cold Calling, Sales Presentations, CRM, Channel Sales, Lead Generation, Customer Retention, Co-location, Competitive Analysis, Strategy, Partner Management
Education
Ocean County College
Stockton University
Christopher Bolte Christopher Bolte's UBS Wealth Management Experience April 2012 - August 2012
Job Tax Staff at Baker Newman Noyes
Industry Accounting
Experience
Baker Newman Noyes December 2014 - Present
QRGA, LLP June 2013 - November 2014
Cubist Pharmaceuticals February 2013 - May 2013
Cubist Pharmaceuticals December 2012 - January 2013
The Saint Consulting Group May 2012 - December 2012
UBS Wealth Management April 2012 - August 2012
Skills
Auditing, Financial Analysis, Accounting, Microsoft Excel, Accounts Payable, Microsoft Word, PowerPoint, Outlook, Budgets, Microsoft Office, GAAP, US GAAP, Internal Controls, Financial Accounting
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Taxation
Stonehill College 2009 — 2013
BSBA, Accounting
Tilton School
High School
Baker Newman Noyes December 2014 - Present
QRGA, LLP June 2013 - November 2014
Cubist Pharmaceuticals February 2013 - May 2013
Cubist Pharmaceuticals December 2012 - January 2013
The Saint Consulting Group May 2012 - December 2012
UBS Wealth Management April 2012 - August 2012
Skills
Auditing, Financial Analysis, Accounting, Microsoft Excel, Accounts Payable, Microsoft Word, PowerPoint, Outlook, Budgets, Microsoft Office, GAAP, US GAAP, Internal Controls, Financial Accounting
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Taxation
Stonehill College 2009 — 2013
BSBA, Accounting
Tilton School
High School
Alexander Klaas's UBS Wealth Management Experience May 2014 - August 2014
Job Student at Oklahoma State University
Industry Investment Banking
Experience
UBS Wealth Management May 2014 - August 2014
John B. Sanfilippo & Son, Inc. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Leadership, Research, Microsoft Excel, Time Management, Public Speaking, PowerPoint, Social Media, Teamwork
Education
Oklahoma State University 2012 — 2016
Finance, General
Barrington High School 2009 — 2012
Diploma, General Course Studies
UBS Wealth Management May 2014 - August 2014
John B. Sanfilippo & Son, Inc. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Leadership, Research, Microsoft Excel, Time Management, Public Speaking, PowerPoint, Social Media, Teamwork
Education
Oklahoma State University 2012 — 2016
Finance, General
Barrington High School 2009 — 2012
Diploma, General Course Studies
Alan Flores Alan Flores's UBS Wealth Management Experience June 2002 - May 2009
Job Managing Partner at Clearview Investment Partenrs LLC
Industry Financial Services
Experience
Clearview Investment Partners Managing PartnerClearview Investment Partenrs LLCMay 2009 - Present
UBS Wealth Management June 2002 - May 2009
A.G. Edwards June 1997 - June 2002
Smith Barney October 1993 - June 1997
Skills
Strategic Financial..., Investments, Asset Managment, Wealth Management, Small Business, Financial Services, Asset Management, Management, Finance, Leadership, Retirement, Entrepreneurship, Financial Advisory, Employee Benefits, Alternative Investments, Strategic Planning, Loans, Insurance, Financial Analysis, Creative Direction, Marketing Strategy, Consulting, Financial Planning
Education
University of California, Irvine 1990 — 1992
BA, Political Science
Saddleback College 1989 — 1990
Orange Coast College 1987 — 1988
Clearview Investment Partners Managing PartnerClearview Investment Partenrs LLCMay 2009 - Present
UBS Wealth Management June 2002 - May 2009
A.G. Edwards June 1997 - June 2002
Smith Barney October 1993 - June 1997
Skills
Strategic Financial..., Investments, Asset Managment, Wealth Management, Small Business, Financial Services, Asset Management, Management, Finance, Leadership, Retirement, Entrepreneurship, Financial Advisory, Employee Benefits, Alternative Investments, Strategic Planning, Loans, Insurance, Financial Analysis, Creative Direction, Marketing Strategy, Consulting, Financial Planning
Education
University of California, Irvine 1990 — 1992
BA, Political Science
Saddleback College 1989 — 1990
Orange Coast College 1987 — 1988
Truman Cooper Truman Cooper's UBS Wealth Management Experience May 2014 - August 2014
Job Market Research Analyst at CommunityBank of Texas N.A.
Industry Financial Services
Experience
CommunityBank of Texas N.A. May 2015 - August 2015
UBS Wealth Management May 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Dallas Cowboys August 2011 - May 2012
Skills
Event Planning, Sales Management, Business Strategy, New Business Development, Networking
Education
Oklahoma State University 2012 — 2016
CommunityBank of Texas N.A. May 2015 - August 2015
UBS Wealth Management May 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Dallas Cowboys August 2011 - May 2012
Skills
Event Planning, Sales Management, Business Strategy, New Business Development, Networking
Education
Oklahoma State University 2012 — 2016
Madhuri Kesari's UBS Wealth Management Experience July 2012 - June 2014
Job Sr. Developer at New Jersey Judiciary Dept
Industry Information Technology and Services
Experience
New Jersey Judiciary Dept September 2014 - Present
UBS Wealth Management July 2012 - June 2014
Express Scripts ( formerly MEDCO health solutions) 2011 - 2012
orion systems integrators October 2008 - September 2010
Motorola Mobility October 2006 - December 2007
ESPN 2005 - 2006
Gateway 2005 - 2005
Skills
Java, Java Enterprise Edition, PL/SQL, Oracle, XML, SOA, SQL, Spring, JSP, Eclipse, Hibernate, Web Services, Microsoft SQL Server, Tomcat, Unix, Websphere, JSF, HTML Scripting, SQL DB2, DB2, MySQL, RAD, Spring Framework, ITIL V3, Toad, Oracle Database
Education
Western Kentucky University 2003 — 2005
MS, Computer Sciences
Osmania University 1998 — 2002
Bachelor's Degree, Computer Science
Sri Vidya Higher Secondary School
New Jersey Judiciary Dept September 2014 - Present
UBS Wealth Management July 2012 - June 2014
Express Scripts ( formerly MEDCO health solutions) 2011 - 2012
orion systems integrators October 2008 - September 2010
Motorola Mobility October 2006 - December 2007
ESPN 2005 - 2006
Gateway 2005 - 2005
Skills
Java, Java Enterprise Edition, PL/SQL, Oracle, XML, SOA, SQL, Spring, JSP, Eclipse, Hibernate, Web Services, Microsoft SQL Server, Tomcat, Unix, Websphere, JSF, HTML Scripting, SQL DB2, DB2, MySQL, RAD, Spring Framework, ITIL V3, Toad, Oracle Database
Education
Western Kentucky University 2003 — 2005
MS, Computer Sciences
Osmania University 1998 — 2002
Bachelor's Degree, Computer Science
Sri Vidya Higher Secondary School
Patrick S. Repko Patrick S. Repko's UBS Wealth Management Experience July 2012 - December 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch May 2013 - December 2013
UBS Wealth Management July 2012 - December 2012
UBS Wealth Management July 2011 - December 2011
Bank of America Merrill Lynch September 2010 - December 2010
Skills
Marketing Strategy, Microsoft Office, Microsoft Word, Microsoft Excel, Risk Management, PowerPoint, Financial Analysis, Investments, Project Management, Social Media, Program Management, Marketing, Data Analysis, Business Development, Mergers & Acquisitions
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance, Supply Chain Management, International Affairs
Cathedral Catholic High School 2004 — 2008
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch May 2013 - December 2013
UBS Wealth Management July 2012 - December 2012
UBS Wealth Management July 2011 - December 2011
Bank of America Merrill Lynch September 2010 - December 2010
Skills
Marketing Strategy, Microsoft Office, Microsoft Word, Microsoft Excel, Risk Management, PowerPoint, Financial Analysis, Investments, Project Management, Social Media, Program Management, Marketing, Data Analysis, Business Development, Mergers & Acquisitions
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance, Supply Chain Management, International Affairs
Cathedral Catholic High School 2004 — 2008
Kevin Colts's UBS Wealth Management Experience August 2005 - October 2007
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2009 - Present
Principal Financial Group November 2007 - December 2009
UBS Wealth Management August 2005 - October 2007
Skills
Disability Insurance, Estate Planning, Personal Finance, Fixed Annuities, Retirement Planning, Long-term Care, Term Life Insurance, Wealth Management, Mutual Funds, Insurance, Financial Services, Education Funding..., LGBT Planning
Education
The American College 2011 — 2012
Life Underwriting Training Council Fellow
Oregon State University 1984 — 1989
New York Life Insurance Company August 2009 - Present
Principal Financial Group November 2007 - December 2009
UBS Wealth Management August 2005 - October 2007
Skills
Disability Insurance, Estate Planning, Personal Finance, Fixed Annuities, Retirement Planning, Long-term Care, Term Life Insurance, Wealth Management, Mutual Funds, Insurance, Financial Services, Education Funding..., LGBT Planning
Education
The American College 2011 — 2012
Life Underwriting Training Council Fellow
Oregon State University 1984 — 1989
Michael Zola Michael Zola's UBS Wealth Management Experience April 2010 - August 2010
Job M.A. from the University of Cincinnati College of Business (Applied Economics)
Industry Market Research
Experience
University of Cincinnati January 2012 - December 2012
College Pro April 2011 - September 2011
UBS Wealth Management April 2010 - August 2010
Skills
Stata, Eviews, R, Logistic Regression, Statistical Modeling, Statistics, Time Series Analysis, Data Analysis, Econometrics, Quantitative Analytics, Qualitative Research, Predictive Modeling
Education
University of Cincinnati College of Business 2011 — 2012
Master of Arts (M.A.), Applied Economics, 3.927
Norwegian School of Economics and Business Administration (NHH) 2012 — 2012
Graduate Summer School, Natural Resource Management and Policy Reforms - The Norwegian Model
University of Michigan 2007 — 2011
Bachelor of Science (BS), Economics
University of Cincinnati January 2012 - December 2012
College Pro April 2011 - September 2011
UBS Wealth Management April 2010 - August 2010
Skills
Stata, Eviews, R, Logistic Regression, Statistical Modeling, Statistics, Time Series Analysis, Data Analysis, Econometrics, Quantitative Analytics, Qualitative Research, Predictive Modeling
Education
University of Cincinnati College of Business 2011 — 2012
Master of Arts (M.A.), Applied Economics, 3.927
Norwegian School of Economics and Business Administration (NHH) 2012 — 2012
Graduate Summer School, Natural Resource Management and Policy Reforms - The Norwegian Model
University of Michigan 2007 — 2011
Bachelor of Science (BS), Economics
Keith Ward Keith Ward's UBS Wealth Management Experience February 2002 - March 2008
Job Senior Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Wealth Management April 2008 - October 2012
UBS Wealth Management February 2002 - March 2008
Merrill Corporation April 1994 - January 1998
Education
Concordia College 1985 — 1987
BA, Business
Northeastern University 1980 — 1983
Business/Managerial Economics
Greenwich High School 1977 — 1980
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Wealth Management April 2008 - October 2012
UBS Wealth Management February 2002 - March 2008
Merrill Corporation April 1994 - January 1998
Education
Concordia College 1985 — 1987
BA, Business
Northeastern University 1980 — 1983
Business/Managerial Economics
Greenwich High School 1977 — 1980
Robert J. Ray, CFP®, ADPA® Robert J. Ray, CFP®, ADPA®'s UBS Wealth Management Experience April 2005 - Present
Job Senior Wealth Strategy Associate | Rochester City Council Member
Industry Financial Services
Experience
UBS Wealth Management April 2005 - Present
City of Rochester November 2013 - Present
Education
Oakland University 1998 — 2003
B.S.
Oakland University 2005 — 2007
CFP® Certificate
UBS Wealth Management April 2005 - Present
City of Rochester November 2013 - Present
Education
Oakland University 1998 — 2003
B.S.
Oakland University 2005 — 2007
CFP® Certificate
Sara Fath's UBS Wealth Management Experience 2003 - 2005
Job Property Mgr
Industry Real Estate
Experience
Golden Avenue LLC February 2011 - Present
Happy Hands and Pampered Feet 1994 - 2010
Bang Nightclub January 2006 - July 2008
UBS Wealth Management 2003 - 2005
Fidelity Investments 2000 - 2003
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Financial Analysis, Asset Allocation, Financial Modeling, Investment Advisory, Asset Managment, Retirement, Investment Strategies, Event Management, Nonprofits
Education
Northern Kentucky University 1995 — 1999
BA, History, Business
Purcell Marian 1993 — 1995
High school diploma
Mariemont 1983 — 1993
Golden Avenue LLC February 2011 - Present
Happy Hands and Pampered Feet 1994 - 2010
Bang Nightclub January 2006 - July 2008
UBS Wealth Management 2003 - 2005
Fidelity Investments 2000 - 2003
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Financial Analysis, Asset Allocation, Financial Modeling, Investment Advisory, Asset Managment, Retirement, Investment Strategies, Event Management, Nonprofits
Education
Northern Kentucky University 1995 — 1999
BA, History, Business
Purcell Marian 1993 — 1995
High school diploma
Mariemont 1983 — 1993
Andrew Ulibarri Andrew Ulibarri's UBS Wealth Management Experience May 2010 - August 2010
Job Financial Advisor at Wealth Concepts
Industry Financial Services
Experience
Wealth Concepts May 2011 - Present
Wealth Concepts May 2010 - August 2010
UBS Wealth Management May 2010 - August 2010
Skills
Strategic Financial..., Financial Analysis, Employee Benefits, Coaching, QuickBooks, Strategic Planning, Leadership, Analysis, Accounting, Finance, Microsoft Excel, Insurance
Education
Northwestern College
Bachelor of Arts, Business Administration/Finance; Accounting
Wealth Concepts May 2011 - Present
Wealth Concepts May 2010 - August 2010
UBS Wealth Management May 2010 - August 2010
Skills
Strategic Financial..., Financial Analysis, Employee Benefits, Coaching, QuickBooks, Strategic Planning, Leadership, Analysis, Accounting, Finance, Microsoft Excel, Insurance
Education
Northwestern College
Bachelor of Arts, Business Administration/Finance; Accounting
Christopher Bright's UBS Wealth Management Experience August 2009 - January 2010
Job Licensed Personal Banker and Investment Representative
Industry Financial Services
Experience
Meeder Investment Management July 2015 - Present
Fifth Third Securities June 2012 - July 2015
McCloy Financial Services January 2010 - June 2012
UBS Wealth Management August 2009 - January 2010
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Finance, Business Planning, Financial Services, Retirement, Life Insurance, Disability Insurance, Financial Planners, Risk Management, Health Insurance, Strategic Planning, New Business Development, Banking, Securities, Financial Advisory, Loans, Mortgage Lending, Analysis, Employee Benefits, Asset Allocation
Education
Ohio University 2012 — 2016
Master's degree, Economics
The Ohio State University 2006 — 2010
Bachelors, Double Major in Economics and Communications
University of Salamanca, Spain
Languages and Business
Meeder Investment Management July 2015 - Present
Fifth Third Securities June 2012 - July 2015
McCloy Financial Services January 2010 - June 2012
UBS Wealth Management August 2009 - January 2010
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Finance, Business Planning, Financial Services, Retirement, Life Insurance, Disability Insurance, Financial Planners, Risk Management, Health Insurance, Strategic Planning, New Business Development, Banking, Securities, Financial Advisory, Loans, Mortgage Lending, Analysis, Employee Benefits, Asset Allocation
Education
Ohio University 2012 — 2016
Master's degree, Economics
The Ohio State University 2006 — 2010
Bachelors, Double Major in Economics and Communications
University of Salamanca, Spain
Languages and Business
Daniel P. Leugers Daniel P. Leugers's UBS Wealth Management Experience March 2000 - April 2003
Job CERTIFIED FINANCIAL PLANNER™ at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors April 2003 - Present
UBS Wealth Management March 2000 - April 2003
Skills
Certified Financial..., Investments, Retirement Planning, Estate Planning, College Savings Plans, Life Insurance, Financial Services
Education
Ohio University 1995 — 1999
Bachelor's Degree, Finance
VALIC Financial Advisors April 2003 - Present
UBS Wealth Management March 2000 - April 2003
Skills
Certified Financial..., Investments, Retirement Planning, Estate Planning, College Savings Plans, Life Insurance, Financial Services
Education
Ohio University 1995 — 1999
Bachelor's Degree, Finance
Ewa Tyliszczak's UBS Wealth Management Experience July 2013 - December 2013
Job Leveraged Finance Credit Risk Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2015 - June 2015
Northeastern University January 2013 - December 2014
UBS Wealth Management July 2013 - December 2013
BZ WBK AIB Asset Management July 2012 - July 2012
Northeastern University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, SPSS, Bloomberg Software, Spanish, Data Analysis, Management, Analysis, Finance, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting with a minor in Economics, 3.8
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Economics
UBS Investment Bank January 2015 - June 2015
Northeastern University January 2013 - December 2014
UBS Wealth Management July 2013 - December 2013
BZ WBK AIB Asset Management July 2012 - July 2012
Northeastern University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, SPSS, Bloomberg Software, Spanish, Data Analysis, Management, Analysis, Finance, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting with a minor in Economics, 3.8
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Economics
Ajay Yada's UBS Wealth Management Experience August 2007 - December 2009
Job Senior Adobe LiveCycle Developer at CGI
Industry Information Technology and Services
Experience
CGI April 2012 - Present
Capgemini January 2012 - April 2012
IBM August 2011 - January 2012
Cognizant Technology Solutions December 2009 - August 2011
UBS Wealth Management August 2007 - December 2009
C3i August 2005 - August 2007
Skills
Adobe LiveCycle Designer, JavaScript, XML, Cyber Security, Documentum, Adobe Software, Microsoft Office, Ethical Hacking, Linux, HTML, Windows, CSS, MySQL, Web Services, Captiva, SDLC, Requirements Analysis, Software Development, Business Intelligence, SOA, Business Analysis, Agile Methodologies, Integration, Java Enterprise Edition, Oracle, SQL
Education
Institue of Management and Technology 2008 — 2009
PG Diploma in Cyber Security, Cyber Security
Osmania University 2001 — 2004
BCA, Computer Applications
CGI April 2012 - Present
Capgemini January 2012 - April 2012
IBM August 2011 - January 2012
Cognizant Technology Solutions December 2009 - August 2011
UBS Wealth Management August 2007 - December 2009
C3i August 2005 - August 2007
Skills
Adobe LiveCycle Designer, JavaScript, XML, Cyber Security, Documentum, Adobe Software, Microsoft Office, Ethical Hacking, Linux, HTML, Windows, CSS, MySQL, Web Services, Captiva, SDLC, Requirements Analysis, Software Development, Business Intelligence, SOA, Business Analysis, Agile Methodologies, Integration, Java Enterprise Edition, Oracle, SQL
Education
Institue of Management and Technology 2008 — 2009
PG Diploma in Cyber Security, Cyber Security
Osmania University 2001 — 2004
BCA, Computer Applications
Grant Leibersberger MEd, MBA Grant Leibersberger MEd, MBA's UBS Wealth Management Experience May 2007 - June 2008
Job Executive Director, Founding Partner, Mansfield Hall
Industry Education Management
Experience
Mansfield Hall November 2012 - Present
Spruce Mountain Inn October 2008 - February 2013
UBS Wealth Management May 2007 - June 2008
Blackwater Outdoor Experiences December 2001 - August 2004
Wilderness Quest February 1997 - November 2001
Prescott College August 1995 - January 2000
Skills
Risk Management, Counseling, Healthcare, Treatment, Non-profits, Program Development, Budget, Financial Analysis, Budgets, Marketing, Program Management, Psychotherapy, Mental Health, Organizational..., Leadership, Learning Disabilities, Grants, Interventions, Nonprofits, Adolescents, Staff Development, Higher Education, Psychology, Therapists, Crisis Intervention, Student Counseling, Career Counseling
Education
Case Western Reserve University - Weatherhead School of Management 2005 — 2007
M.B.A., Nonprofit Management
Northern Arizona University 1999 — 2000
M.Ed., Counseling
Prescott College 1994 — 1996
B.A., Experiential Education
Mansfield Hall November 2012 - Present
Spruce Mountain Inn October 2008 - February 2013
UBS Wealth Management May 2007 - June 2008
Blackwater Outdoor Experiences December 2001 - August 2004
Wilderness Quest February 1997 - November 2001
Prescott College August 1995 - January 2000
Skills
Risk Management, Counseling, Healthcare, Treatment, Non-profits, Program Development, Budget, Financial Analysis, Budgets, Marketing, Program Management, Psychotherapy, Mental Health, Organizational..., Leadership, Learning Disabilities, Grants, Interventions, Nonprofits, Adolescents, Staff Development, Higher Education, Psychology, Therapists, Crisis Intervention, Student Counseling, Career Counseling
Education
Case Western Reserve University - Weatherhead School of Management 2005 — 2007
M.B.A., Nonprofit Management
Northern Arizona University 1999 — 2000
M.Ed., Counseling
Prescott College 1994 — 1996
B.A., Experiential Education
Richard Jambrina, CRPC Richard Jambrina, CRPC's UBS Wealth Management Experience 2010 - Present
Job UBS Financial Services Inc, Senior Vice President Investments
Industry Financial Services
Experience
UBS Financial Services Inc July 2010 - Present
UBS Wealth Management 2010 - Present
Merrill Lynch June 1993 - June 2010
Skills
Risk Management, Capital Markets, Investment Banking, Financial Modeling, Derivatives, Trading, Corporate Finance, Private Equity, Business Strategy, Financial Analysis, Financial Reporting, Bloomberg, Financial Services, Banking, Valuation
Education
Northland College 1987 — 1991
Bachelor of Science (B.S.), Economic Policy
UBS Financial Services Inc July 2010 - Present
UBS Wealth Management 2010 - Present
Merrill Lynch June 1993 - June 2010
Skills
Risk Management, Capital Markets, Investment Banking, Financial Modeling, Derivatives, Trading, Corporate Finance, Private Equity, Business Strategy, Financial Analysis, Financial Reporting, Bloomberg, Financial Services, Banking, Valuation
Education
Northland College 1987 — 1991
Bachelor of Science (B.S.), Economic Policy
Mark Sloss Mark Sloss's UBS Wealth Management Experience February 2007 - December 2008
Job Head of Investment Management Models & Portfolios at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management Americas June 2015 - Present
UBS Wealth Management Americas May 2005 - Present
Northbranch Records, LLC dba/ Professional Wind Instrument Consultants January 2001 - Present
UBS Wealth Management Americas January 2009 - May 2015
UBS Wealth Management Americas April 2012 - November 2013
UBS Wealth Management February 2007 - December 2008
UBS Wealth Management May 2005 - January 2007
New York Life Investment Management 1994 - 2005
Skills
Portfolio Management, Investment Research, Variable Annuities, Sustainability, Charities, Philanthropy, Impact Investing, Retirement Plan..., Business Strategy, New Business Development, Entrepreneurship, Performing Arts, Music Industry, Musicians, Music Production, Musical Instruments, Studio Recording, Live Recording, Record Labels, Alternative Investments, Tactical Asset..., Global Tactical Asset..., Asset Allocation, Institutional..., Multi-family Investments, Research, Market Research, Investments, Strategy, Mutual Funds, Wealth Management, Management
Education
Northwestern University 1986 — 1990
BM, Music
UBS Wealth Management Americas June 2015 - Present
UBS Wealth Management Americas May 2005 - Present
Northbranch Records, LLC dba/ Professional Wind Instrument Consultants January 2001 - Present
UBS Wealth Management Americas January 2009 - May 2015
UBS Wealth Management Americas April 2012 - November 2013
UBS Wealth Management February 2007 - December 2008
UBS Wealth Management May 2005 - January 2007
New York Life Investment Management 1994 - 2005
Skills
Portfolio Management, Investment Research, Variable Annuities, Sustainability, Charities, Philanthropy, Impact Investing, Retirement Plan..., Business Strategy, New Business Development, Entrepreneurship, Performing Arts, Music Industry, Musicians, Music Production, Musical Instruments, Studio Recording, Live Recording, Record Labels, Alternative Investments, Tactical Asset..., Global Tactical Asset..., Asset Allocation, Institutional..., Multi-family Investments, Research, Market Research, Investments, Strategy, Mutual Funds, Wealth Management, Management
Education
Northwestern University 1986 — 1990
BM, Music
Alan Kurt Alan Kurt's UBS Wealth Management Experience April 2007 - January 2009
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase November 2009 - Present
UBS Wealth Management April 2007 - January 2009
Lehman Brothers Asset Management December 2006 - February 2007
Rosenthal Global Securities February 2005 - June 2006
Huron Consulting Group August 2003 - February 2005
PricewaterhouseCoopers May 1996 - September 2002
AIG Technical Services January 1994 - May 1996
Terracon Environmental June 1990 - January 1994
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Science (MS), Finance, General
University of Iowa 1989 — 1990
MS, Environmental Engineering
University of Iowa 1984 — 1989
BS, Civil Engineering
JPMorgan Chase November 2009 - Present
UBS Wealth Management April 2007 - January 2009
Lehman Brothers Asset Management December 2006 - February 2007
Rosenthal Global Securities February 2005 - June 2006
Huron Consulting Group August 2003 - February 2005
PricewaterhouseCoopers May 1996 - September 2002
AIG Technical Services January 1994 - May 1996
Terracon Environmental June 1990 - January 1994
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Science (MS), Finance, General
University of Iowa 1989 — 1990
MS, Environmental Engineering
University of Iowa 1984 — 1989
BS, Civil Engineering
Edward M Foley Jr. CFA, CFP's UBS Wealth Management Experience December 2012 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management December 2012 - Present
Credit Suisse April 2006 - December 2012
BNY Mellon January 1986 - March 2006
Education
Pace University 1977 — 1983
Bachelor of Science (BS), Finance
UBS Wealth Management December 2012 - Present
Credit Suisse April 2006 - December 2012
BNY Mellon January 1986 - March 2006
Education
Pace University 1977 — 1983
Bachelor of Science (BS), Finance
Daniel Tyson's UBS Wealth Management Experience September 2013 - November 2013
Job MBA Candidate at the Rady School of Management
Industry Financial Services
Experience
Westcore Properties June 2015 - Present
The Beyster Institute at the Rady School of Management November 2014 - June 2015
Cisterra Partners July 2014 - September 2014
UBS Wealth Management September 2013 - November 2013
Skills
Microsoft Office, Analysis, Management, Market Research, PowerPoint, Microsoft Excel, Data Analysis, Facebook, Leadership, Microsoft Word, Public Speaking, Social Media, Research, Economics, Finance, Strategy, Financial Analysis
Education
University of California, San Diego - The Rady School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Cathedral Catholic
Westcore Properties June 2015 - Present
The Beyster Institute at the Rady School of Management November 2014 - June 2015
Cisterra Partners July 2014 - September 2014
UBS Wealth Management September 2013 - November 2013
Skills
Microsoft Office, Analysis, Management, Market Research, PowerPoint, Microsoft Excel, Data Analysis, Facebook, Leadership, Microsoft Word, Public Speaking, Social Media, Research, Economics, Finance, Strategy, Financial Analysis
Education
University of California, San Diego - The Rady School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Cathedral Catholic
Angela (Angela Fischer) Alexander Angela (Angela Fischer) Alexander's UBS Wealth Management Experience June 1998 - July 2007
Job Executive Assistant at Deutsche Bank, Cary NC
Industry Investment Banking
Experience
Deutsche Bank / DB Global Technology, Inc. / Cary, NC October 2009 - Present
Deutsche Bank / New York July 2007 - July 2009
UBS Wealth Management June 1998 - July 2007
Skills
Travel Arrangements, Process Scheduler, Outlook, Calendars, Expense Management, Concur, Administrative..., Confidentiality, Event Planning, Office Management, Office Administration, Data Entry, PowerPoint, Microsoft Excel, Spreadsheets, Human Resources, Lotus Notes, Visio, Invoicing, Calendaring, Diary Management, Expenses, Leadership, Employee Benefits, Management, Database Administration, Access, Employee Relations, Payroll, System Administration, Onboarding, Software Documentation, Executive Management, Vendor Management, Administrative...
Education
Nyack College 2006 — 2008
Business Administration
Deutsche Bank / DB Global Technology, Inc. / Cary, NC October 2009 - Present
Deutsche Bank / New York July 2007 - July 2009
UBS Wealth Management June 1998 - July 2007
Skills
Travel Arrangements, Process Scheduler, Outlook, Calendars, Expense Management, Concur, Administrative..., Confidentiality, Event Planning, Office Management, Office Administration, Data Entry, PowerPoint, Microsoft Excel, Spreadsheets, Human Resources, Lotus Notes, Visio, Invoicing, Calendaring, Diary Management, Expenses, Leadership, Employee Benefits, Management, Database Administration, Access, Employee Relations, Payroll, System Administration, Onboarding, Software Documentation, Executive Management, Vendor Management, Administrative...
Education
Nyack College 2006 — 2008
Business Administration
Jian Wu Jian Wu's UBS Wealth Management Experience January 2012 - April 2014
Job Credit Research Intern at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co. October 2014 - Present
360 Huntington Fund, Northeastern University Endowment September 2014 - May 2015
UBS Wealth Management January 2012 - April 2014
Northeastern University September 2010 - June 2011
Galaxy Securities Co. Ltd June 2008 - August 2008
College of Economics, South-Central University for Nationalities September 2006 - June 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Equities, Microsoft Excel, Fixed Income, SAS, Mandarin, Quantitative Finance, Statistics, R, Stata, Monte Carlo Simulation, Time Series Analysis
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Applied Mathematics
South-Central University for Nationalities 2005 — 2009
Bachelor, Finance
Longfellow Investment Management Co. October 2014 - Present
360 Huntington Fund, Northeastern University Endowment September 2014 - May 2015
UBS Wealth Management January 2012 - April 2014
Northeastern University September 2010 - June 2011
Galaxy Securities Co. Ltd June 2008 - August 2008
College of Economics, South-Central University for Nationalities September 2006 - June 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Equities, Microsoft Excel, Fixed Income, SAS, Mandarin, Quantitative Finance, Statistics, R, Stata, Monte Carlo Simulation, Time Series Analysis
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Applied Mathematics
South-Central University for Nationalities 2005 — 2009
Bachelor, Finance
Jay Levesque Jay Levesque's UBS Wealth Management Experience June 2008 - September 2008
Job Investment Research
Industry Financial Services
Experience
Filament, LLC July 2015 - Present
JPMorgan Chase July 2011 - May 2015
Oregon State Investment Group September 2007 - June 2011
Alaska Permanent Capital Management August 2010 - September 2010
JPMorgan Chase June 2010 - August 2010
UBS Wealth Management June 2008 - September 2008
Wachovia Securities, LLC September 2006 - November 2006
Skills
Equities, Asset Allocation, Portfolio Management, Social Media, Investments, Strategic Financial..., Mutual Funds, Finance, Strategy, Data Analysis, Alternative Investments, Management, Access, Financial Modeling, Wealth Management, Microsoft Excel
Education
Oregon State University 2007 — 2011
Bachelor of Science, Finance, Mathematical Sciences
University of Alaska Fairbanks
Filament, LLC July 2015 - Present
JPMorgan Chase July 2011 - May 2015
Oregon State Investment Group September 2007 - June 2011
Alaska Permanent Capital Management August 2010 - September 2010
JPMorgan Chase June 2010 - August 2010
UBS Wealth Management June 2008 - September 2008
Wachovia Securities, LLC September 2006 - November 2006
Skills
Equities, Asset Allocation, Portfolio Management, Social Media, Investments, Strategic Financial..., Mutual Funds, Finance, Strategy, Data Analysis, Alternative Investments, Management, Access, Financial Modeling, Wealth Management, Microsoft Excel
Education
Oregon State University 2007 — 2011
Bachelor of Science, Finance, Mathematical Sciences
University of Alaska Fairbanks
William Rice's UBS Wealth Management Experience September 2012 - December 2012
Job Business Analyst at McKinsey & Company
Industry
Experience
McKinsey & Company November 2014 - Present
Bloomberg LP June 2014 - August 2014
U.S. House of Representatives June 2013 - August 2013
Goldman Sachs April 2013 - June 2013
UBS Wealth Management September 2012 - December 2012
U.S. House of Representatives August 2012 - September 2012
Supreme Court of the U.S. June 2012 - August 2012
CIERA Group October 2011 - May 2012
Google August 2012 - 2012
Prudential Financial June 2011 - August 2011
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics
McKinsey & Company November 2014 - Present
Bloomberg LP June 2014 - August 2014
U.S. House of Representatives June 2013 - August 2013
Goldman Sachs April 2013 - June 2013
UBS Wealth Management September 2012 - December 2012
U.S. House of Representatives August 2012 - September 2012
Supreme Court of the U.S. June 2012 - August 2012
CIERA Group October 2011 - May 2012
Google August 2012 - 2012
Prudential Financial June 2011 - August 2011
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics
Jay He Jay He's UBS Wealth Management Experience February 2007 - June 2007
Job Investment Banking Analyst at PNC Capital Markets
Industry Capital Markets
Experience
PNC June 2013 - Present
UBS Global Asset Management June 2012 - August 2012
T3M June 2011 - August 2011
Kornreich-NIA July 2009 - September 2009
Citi June 2008 - August 2008
UBS Wealth Management February 2007 - June 2007
Skills
Bloomberg, Finance, Fixed Income, Valuation, Financial Modeling, Portfolio Management, Equities, Derivatives, Hedge Funds, Securitization
Education
Northwestern University 2009 — 2013
BS, Industrial Engineering, Economics, Kellogg Certificate in Financial Economics
PNC June 2013 - Present
UBS Global Asset Management June 2012 - August 2012
T3M June 2011 - August 2011
Kornreich-NIA July 2009 - September 2009
Citi June 2008 - August 2008
UBS Wealth Management February 2007 - June 2007
Skills
Bloomberg, Finance, Fixed Income, Valuation, Financial Modeling, Portfolio Management, Equities, Derivatives, Hedge Funds, Securitization
Education
Northwestern University 2009 — 2013
BS, Industrial Engineering, Economics, Kellogg Certificate in Financial Economics
Jason McCrary, CFA Jason McCrary, CFA's UBS Wealth Management Experience June 2005 - February 2009
Job Trust & Investment Services
Industry Investment Management
Experience
Columbia Bank March 2009 - Present
UBS Wealth Management June 2005 - February 2009
Wentworth, Hauser and Violich June 2002 - April 2005
Laird Norton June 1999 - June 2002
Skills
Portfolio Management, Investments, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Analysis, Loans, Risk Management, Retirement Planning, Banking, Financial Services, Estate Planning, Private Banking, Asset Allocation, Financial Modeling
Education
University of Washington 1995 — 1999
Bachelor of Science (B.S.), Economics
Olympic College 1993 — 1995
Associate of Arts and Sciences (A.A.S.)
Columbia Bank March 2009 - Present
UBS Wealth Management June 2005 - February 2009
Wentworth, Hauser and Violich June 2002 - April 2005
Laird Norton June 1999 - June 2002
Skills
Portfolio Management, Investments, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Analysis, Loans, Risk Management, Retirement Planning, Banking, Financial Services, Estate Planning, Private Banking, Asset Allocation, Financial Modeling
Education
University of Washington 1995 — 1999
Bachelor of Science (B.S.), Economics
Olympic College 1993 — 1995
Associate of Arts and Sciences (A.A.S.)
Brendan Beyer, CPA Brendan Beyer, CPA's UBS Wealth Management Experience November 2011 - January 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
Ohio University June 2012 - May 2013
Beta Alpha Psi - Alpha Kappa Chapter May 2012 - May 2013
Kroger June 2012 - August 2012
Ohio University July 2011 - June 2012
PwC January 2012 - March 2012
UBS Wealth Management November 2011 - January 2012
Skills
GAAP, Financial Reporting, Accounting, Financial Analysis, Financial Modeling, SEC filings, Sarbanes-Oxley Act, Visio, Auditing, Microsoft Excel, Internal Controls, PowerPoint, Oracle E-Business Suite, SAP, Blackline, Financial Statements, Time Management, Accounts Payable, Leadership, Microsoft Office, Teamwork, Internal Audit
Education
Ohio University 2009 — 2013
Bachelor, Accounting, Finance, and Business Pre-Law
PwC September 2013 - Present
Ohio University June 2012 - May 2013
Beta Alpha Psi - Alpha Kappa Chapter May 2012 - May 2013
Kroger June 2012 - August 2012
Ohio University July 2011 - June 2012
PwC January 2012 - March 2012
UBS Wealth Management November 2011 - January 2012
Skills
GAAP, Financial Reporting, Accounting, Financial Analysis, Financial Modeling, SEC filings, Sarbanes-Oxley Act, Visio, Auditing, Microsoft Excel, Internal Controls, PowerPoint, Oracle E-Business Suite, SAP, Blackline, Financial Statements, Time Management, Accounts Payable, Leadership, Microsoft Office, Teamwork, Internal Audit
Education
Ohio University 2009 — 2013
Bachelor, Accounting, Finance, and Business Pre-Law
Linda Stirling Linda Stirling's UBS Wealth Management Experience April 2013 - Present
Job Senior Vice President, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management April 2013 - Present
Umbrella Ministries 2010 - Present
Merrill Lynch 1987 - 2005
Education
Occidental College 1962 — 1966
BA, Literature/Economics
University of Southern California 1966 — 1967
Grad Degree Education, education
UBS Wealth Management April 2013 - Present
Umbrella Ministries 2010 - Present
Merrill Lynch 1987 - 2005
Education
Occidental College 1962 — 1966
BA, Literature/Economics
University of Southern California 1966 — 1967
Grad Degree Education, education
Clifton Bergfeld Clifton Bergfeld's UBS Wealth Management Experience February 2001 - May 2005
Job Associate General Counsel at WellMed Medical Management, Inc., OptumHealth
Industry Law Practice
Experience
OptumHealth July 2013 - Present
Austin Immediate Care at Exigence of TEAMHealth August 2012 - July 2013
Exigence of TEAMHealth September 2009 - August 2012
Erie County Clerk's Office June 2010 - November 2010
Watson, Bennett, Colligan & Schechter, LLP 2008 - 2009
UBS Wealth Management February 2001 - May 2005
Department of Athletics, State University of New York at Buffalo May 1999 - January 2000
Aussie's Grill and Beach Bar July 1992 - April 1996
Ivory Cat Tavern 1995 - 1996
Texas House of Representatives June 1991 - June 1992
Skills
Litigation, Legal Writing, Commercial Litigation, Mediation, Contract Negotiation, Public Speaking, Strategic Planning, Legal Research, Budgets, Human Resources, Healthcare, Leadership, Corporate Law, Governmental Affairs, Compliance, Risk Management, Financial Analysis, Civil Litigation, Arbitration, Appeals, Trials, Recruiting, Medical Practice..., Contract Negotiations, Medical Practice..., Budgeting, Medicare Advantage, Medicare, Medicare/Medicaid..., CPT Codes, Medical Billing, Medicare Marketing..., Texas Not for Profit..., Texas Not-For-Profit..., Employment Contracts, Management
Education
State University of New York at Buffalo - Law School 2005 — 2008
Juris Doctor, Law
State University of New York at Buffalo 1997 — 2001
B.A. with Highest Distinction, Political Science Honors Program, Economics
Ohlone College 1994 — 1995
General Studies
Texas A&M University-Commerce 1993 — 1993
General Studies
OptumHealth July 2013 - Present
Austin Immediate Care at Exigence of TEAMHealth August 2012 - July 2013
Exigence of TEAMHealth September 2009 - August 2012
Erie County Clerk's Office June 2010 - November 2010
Watson, Bennett, Colligan & Schechter, LLP 2008 - 2009
UBS Wealth Management February 2001 - May 2005
Department of Athletics, State University of New York at Buffalo May 1999 - January 2000
Aussie's Grill and Beach Bar July 1992 - April 1996
Ivory Cat Tavern 1995 - 1996
Texas House of Representatives June 1991 - June 1992
Skills
Litigation, Legal Writing, Commercial Litigation, Mediation, Contract Negotiation, Public Speaking, Strategic Planning, Legal Research, Budgets, Human Resources, Healthcare, Leadership, Corporate Law, Governmental Affairs, Compliance, Risk Management, Financial Analysis, Civil Litigation, Arbitration, Appeals, Trials, Recruiting, Medical Practice..., Contract Negotiations, Medical Practice..., Budgeting, Medicare Advantage, Medicare, Medicare/Medicaid..., CPT Codes, Medical Billing, Medicare Marketing..., Texas Not for Profit..., Texas Not-For-Profit..., Employment Contracts, Management
Education
State University of New York at Buffalo - Law School 2005 — 2008
Juris Doctor, Law
State University of New York at Buffalo 1997 — 2001
B.A. with Highest Distinction, Political Science Honors Program, Economics
Ohlone College 1994 — 1995
General Studies
Texas A&M University-Commerce 1993 — 1993
General Studies
Dan Quible Dan Quible's UBS Wealth Management Experience December 1992 - Present
Job Sr. Vice President, Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management December 1992 - Present
McDonald Investments 1993 - 2007
IT Corporation September 1989 - November 1992
Skills
Wealth Management, Retirement Income..., Portfolio Management, Strategic Planning, Finance, Series 7
Education
Northwestern University 1983 — 1985
M.S., College of Arts & Science-Geophysics
SUNY at Buffalo 1981 — 1983
B.A., Geophysics
University of Rochester 1978 — 1981
attended, Economics
UBS Wealth Management December 1992 - Present
McDonald Investments 1993 - 2007
IT Corporation September 1989 - November 1992
Skills
Wealth Management, Retirement Income..., Portfolio Management, Strategic Planning, Finance, Series 7
Education
Northwestern University 1983 — 1985
M.S., College of Arts & Science-Geophysics
SUNY at Buffalo 1981 — 1983
B.A., Geophysics
University of Rochester 1978 — 1981
attended, Economics
Robert Meltzer Robert Meltzer's UBS Wealth Management Experience February 2008 - September 2009
Job Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group September 2009 - Present
Midco Sports Network September 2012 - Present
Town Square Media August 2011 - Present
Bismarck Rotary Club 2008 - 2013
UBS Wealth Management February 2008 - September 2009
National Planning Corporation July 2006 - February 2008
MetLife January 2002 - July 2006
Hollywood Police Department April 1992 - January 2002
KVLY-TV June 1983 - April 1992
KTHI TV 1983 - 1992
Skills
IRAs, 401k Rollovers, Uniform Combined State..., Loans, Wealth Management, Mutual Funds, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Retirement Planning, Customer Service, Insurance, Retirement, Financial Services, Small Business, Finance, 401k, Life Insurance, Financial Planners, Asset Allocation, Health Insurance, Estate Planning, Employee Benefits, Series 7, Investment Advisory, Term Life Insurance, Wealth
Education
Ohio University 1978 — 1982
BS, Communications
JFK High School Bellmore, NY 1974 — 1977
Diploma, Liberal Arts
Principal Financial Group September 2009 - Present
Midco Sports Network September 2012 - Present
Town Square Media August 2011 - Present
Bismarck Rotary Club 2008 - 2013
UBS Wealth Management February 2008 - September 2009
National Planning Corporation July 2006 - February 2008
MetLife January 2002 - July 2006
Hollywood Police Department April 1992 - January 2002
KVLY-TV June 1983 - April 1992
KTHI TV 1983 - 1992
Skills
IRAs, 401k Rollovers, Uniform Combined State..., Loans, Wealth Management, Mutual Funds, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Retirement Planning, Customer Service, Insurance, Retirement, Financial Services, Small Business, Finance, 401k, Life Insurance, Financial Planners, Asset Allocation, Health Insurance, Estate Planning, Employee Benefits, Series 7, Investment Advisory, Term Life Insurance, Wealth
Education
Ohio University 1978 — 1982
BS, Communications
JFK High School Bellmore, NY 1974 — 1977
Diploma, Liberal Arts
John (Pete) Cady John (Pete) Cady's UBS Wealth Management Experience June 2013 - August 2013
Job Equity Research Intern at Robeco
Industry Financial Services
Experience
Robeco Investment Management May 2015 - Present
EMC July 2014 - December 2014
UBS Wealth Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Sales, Social Media, Public Speaking, Strategic Planning, Marketing, Leadership, Finance, Research, Management, Event Planning
Education
Northeastern University 2013 — 2017
Accounting and Finance
Stonehill College 2012 — 2013
Finance
Robeco Investment Management May 2015 - Present
EMC July 2014 - December 2014
UBS Wealth Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Sales, Social Media, Public Speaking, Strategic Planning, Marketing, Leadership, Finance, Research, Management, Event Planning
Education
Northeastern University 2013 — 2017
Accounting and Finance
Stonehill College 2012 — 2013
Finance
Johnnie Brown's UBS Wealth Management Experience May 2013 - October 2013
Job Analyst at Mondi Group
Industry Paper & Forest Products
Experience
Mondi Group January 2015 - Present
Mondi Group June 2014 - December 2014
Summit Financial Services January 2014 - June 2014
UBS Wealth Management May 2013 - October 2013
G.V. Electrical Services June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Finance, Investment Management, Matlab, Teamwork, Strategic Planning, Statistics, Time Management, Analysis, Process Improvement, Public Speaking, Management, Economics
Education
The Ohio State University 2011 — 2014
Bachelor's Degree, Financial Mathematics, 3.20
Ohio Dominican University 2010 — 2011
Mathematics
Mondi Group January 2015 - Present
Mondi Group June 2014 - December 2014
Summit Financial Services January 2014 - June 2014
UBS Wealth Management May 2013 - October 2013
G.V. Electrical Services June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Finance, Investment Management, Matlab, Teamwork, Strategic Planning, Statistics, Time Management, Analysis, Process Improvement, Public Speaking, Management, Economics
Education
The Ohio State University 2011 — 2014
Bachelor's Degree, Financial Mathematics, 3.20
Ohio Dominican University 2010 — 2011
Mathematics
Kristin Conte Kristin Conte's UBS Wealth Management Experience January 2011 - May 2011
Job Licensing Coordinator at Penguin Random House
Industry Publishing
Experience
Penguin Random House July 2015 - Present
Penguin Group USA July 2013 - July 2015
Pace University September 2010 - May 2013
ASPIRE Volunteer Organization of Pace University September 2010 - May 2013
Penguin Group USA February 2013 - April 2013
UBS Wealth Management January 2011 - May 2011
Skills
Communication, Simmons, Microsoft Office, Team Leadership, Time Management, Copy Editing, Organization &..., Research, Recruiting, Sales, Microsoft Excel, Social Networking, Event Planning, SAP, PowerPoint
Education
Pace University 2009 — 2013
Dual BBA, Finance, International Management, Economics minor, 3.9 GPA
上智大学 / Sophia University 2012 — 2012
Penguin Random House July 2015 - Present
Penguin Group USA July 2013 - July 2015
Pace University September 2010 - May 2013
ASPIRE Volunteer Organization of Pace University September 2010 - May 2013
Penguin Group USA February 2013 - April 2013
UBS Wealth Management January 2011 - May 2011
Skills
Communication, Simmons, Microsoft Office, Team Leadership, Time Management, Copy Editing, Organization &..., Research, Recruiting, Sales, Microsoft Excel, Social Networking, Event Planning, SAP, PowerPoint
Education
Pace University 2009 — 2013
Dual BBA, Finance, International Management, Economics minor, 3.9 GPA
上智大学 / Sophia University 2012 — 2012
Jonathan Eng Jonathan Eng's UBS Wealth Management Experience June 2010 - August 2010
Job Manager, Global Strategy at National Basketball Association
Industry Sports
Experience
National Basketball Association April 2014 - Present
Moelis & Company July 2012 - April 2014
Moelis & Company June 2011 - August 2011
Morningstar September 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Martin Investment Management, LLC October 2009 - June 2010
Kellogg School of Management June 2009 - September 2009
Sole Seller May 2005 - June 2008
Skills
Strategy, Financial Modeling, Equities, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Research, Data Analysis, Microsoft Office, Financial Analysis, Private Equity, Finance, Equity Research, Bloomberg
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics
Stuyvesant High School 2004 — 2008
National Basketball Association April 2014 - Present
Moelis & Company July 2012 - April 2014
Moelis & Company June 2011 - August 2011
Morningstar September 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Martin Investment Management, LLC October 2009 - June 2010
Kellogg School of Management June 2009 - September 2009
Sole Seller May 2005 - June 2008
Skills
Strategy, Financial Modeling, Equities, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Research, Data Analysis, Microsoft Office, Financial Analysis, Private Equity, Finance, Equity Research, Bloomberg
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics
Stuyvesant High School 2004 — 2008
Lauren Healey Lauren Healey's UBS Wealth Management Experience July 2015 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Servcorp USA September 2012 - June 2015
Stonegate Global Fund Services (Billed Time to Servcorp) July 2013 - December 2013
NECN September 2011 - January 2012
TPR Media July 2010 - December 2010
WB Mason May 2009 - July 2010
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Final Cut Pro, Salesforce.com, CRM, ENPS, SPSS, MS-DOS, Pegasus, Adobe Photoshop, Sales Management, Customer Service, Photoshop
Education
Northeastern University 2008 — 2012
Bachelor's degree, Communication
UBS Wealth Management July 2015 - Present
Servcorp USA September 2012 - June 2015
Stonegate Global Fund Services (Billed Time to Servcorp) July 2013 - December 2013
NECN September 2011 - January 2012
TPR Media July 2010 - December 2010
WB Mason May 2009 - July 2010
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Final Cut Pro, Salesforce.com, CRM, ENPS, SPSS, MS-DOS, Pegasus, Adobe Photoshop, Sales Management, Customer Service, Photoshop
Education
Northeastern University 2008 — 2012
Bachelor's degree, Communication
Monique Czulewicz Monique Czulewicz's UBS Wealth Management Experience January 2011 - July 2011
Job Financial Systems Analyst at Boston Medical Center
Industry Hospital & Health Care
Experience
Boston Medical Center March 2014 - Present
iMDsoft July 2011 - February 2014
UBS Wealth Management January 2011 - July 2011
Bank of America Merrill Lynch July 2007 - December 2010
Skills
Leadership, Project Management, Sales, Strategic Planning, Management, Operations Management, Data Analysis, Healthcare Information..., Teamwork, Business Analysis, Medical Devices, Program Development, Strategy, FDA, Process Improvement, Time Management, Portfolio Management, Cross-functional Team..., Market Research, Marketing Strategy, Account Management, Financial Services, Microsoft Excel, Software Documentation, Fixed Income, Program Management, Training, Business Development, Team Building, Product Development, Financial Analysis, Technical Writing, Business Strategy, General Awesomeness, Change Management, Vendor Management, CRM, Salesforce.com, Creative Direction, Product Management, Strategic Thinking, Systems Analysis
Education
Northeastern University 2015 — 2018
Master’s Degree, Healthcare Informatics
Northeastern University 2006 — 2008
Bachelor’s Degree, Business Management & Management Information Systems
Boston Medical Center March 2014 - Present
iMDsoft July 2011 - February 2014
UBS Wealth Management January 2011 - July 2011
Bank of America Merrill Lynch July 2007 - December 2010
Skills
Leadership, Project Management, Sales, Strategic Planning, Management, Operations Management, Data Analysis, Healthcare Information..., Teamwork, Business Analysis, Medical Devices, Program Development, Strategy, FDA, Process Improvement, Time Management, Portfolio Management, Cross-functional Team..., Market Research, Marketing Strategy, Account Management, Financial Services, Microsoft Excel, Software Documentation, Fixed Income, Program Management, Training, Business Development, Team Building, Product Development, Financial Analysis, Technical Writing, Business Strategy, General Awesomeness, Change Management, Vendor Management, CRM, Salesforce.com, Creative Direction, Product Management, Strategic Thinking, Systems Analysis
Education
Northeastern University 2015 — 2018
Master’s Degree, Healthcare Informatics
Northeastern University 2006 — 2008
Bachelor’s Degree, Business Management & Management Information Systems
Grant Brown, CIMA Grant Brown, CIMA's UBS Wealth Management Experience December 2008 - Present
Job Wealth Advisor
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Executive Education - Non Degree
Northern Michigan University 1986 — 1990
Bachelors, Finance
Iron Mountain High School 1982 — 1986
High School
UBS Wealth Management December 2008 - Present
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Executive Education - Non Degree
Northern Michigan University 1986 — 1990
Bachelors, Finance
Iron Mountain High School 1982 — 1986
High School
Tom Donnelly, CFP®, CMFC Tom Donnelly, CFP®, CMFC's UBS Wealth Management Experience May 2006 - August 2006
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2012 - Present
Nuveen Investments June 2012 - Present
Nuveen Investments August 2008 - June 2012
Managers Investment Group June 2007 - June 2008
UBS Wealth Management May 2006 - August 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Fixed Income, Alternative Investments, Business Development, Competitive Analysis, Wealth Management, Capital Markets, Asset Allocation, Municipal Bonds, Equities, Hedge Funds, Defined Benefit, Defined Contribution, 401k, Retirement Planning, Unit Investment Trusts, Closed-end Funds, Structured Products, Key Account Development, Key Account Management
Education
Northern Illinois University - College of Business 2003 — 2007
B.S., Finance
Nuveen Investments September 2012 - Present
Nuveen Investments June 2012 - Present
Nuveen Investments August 2008 - June 2012
Managers Investment Group June 2007 - June 2008
UBS Wealth Management May 2006 - August 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Fixed Income, Alternative Investments, Business Development, Competitive Analysis, Wealth Management, Capital Markets, Asset Allocation, Municipal Bonds, Equities, Hedge Funds, Defined Benefit, Defined Contribution, 401k, Retirement Planning, Unit Investment Trusts, Closed-end Funds, Structured Products, Key Account Development, Key Account Management
Education
Northern Illinois University - College of Business 2003 — 2007
B.S., Finance
William T Read William T Read's UBS Wealth Management Experience April 2009 - Present
Job Senior Portfolio Manager Wealth Management Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2009 - Present
UBS April 2009 - February 2012
Merrill Lynch January 1973 - April 2009
Education
Northern Illinois University 1969 — 1972
MBA, Finance & Economics
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Biology
UBS Wealth Management April 2009 - Present
UBS April 2009 - February 2012
Merrill Lynch January 1973 - April 2009
Education
Northern Illinois University 1969 — 1972
MBA, Finance & Economics
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Biology
Louis Conrad Chan, CPA Louis Conrad Chan, CPA's UBS Wealth Management Experience June 2011 - August 2011
Job J.D. Candidate at Northeastern University School of Law
Industry Accounting
Experience
Fidelity Investments December 2014 - June 2015
Shaheen, Pallone & Associates, P.C. June 2014 - December 2014
Daniel Dennis & Company LLP August 2013 - March 2014
University of New Hampshire January 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Outlook, HTML, Mac OS X, Microsoft Powerpoint, Hyperion Planning, Hyperion EXPRT, SharePoint, Essbase, Accounting, Financial Analysis, Corporate Finance, Tutoring, PowerPoint, Qualitative Research, Higher Education, Student Affairs, Research, Data Analysis, Auditing, Financial Reporting, Financial Accounting, ProSystem fx Tax, Engagement Manager, PPC, Outlook, Access
Education
Northeastern University School of Law 2015 — 2018
University of New Hampshire - Peter T. Paul College of Business and Economics 2009 — 2013
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Fidelity Investments December 2014 - June 2015
Shaheen, Pallone & Associates, P.C. June 2014 - December 2014
Daniel Dennis & Company LLP August 2013 - March 2014
University of New Hampshire January 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Outlook, HTML, Mac OS X, Microsoft Powerpoint, Hyperion Planning, Hyperion EXPRT, SharePoint, Essbase, Accounting, Financial Analysis, Corporate Finance, Tutoring, PowerPoint, Qualitative Research, Higher Education, Student Affairs, Research, Data Analysis, Auditing, Financial Reporting, Financial Accounting, ProSystem fx Tax, Engagement Manager, PPC, Outlook, Access
Education
Northeastern University School of Law 2015 — 2018
University of New Hampshire - Peter T. Paul College of Business and Economics 2009 — 2013
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Sidee Dlamini's UBS Wealth Management Experience November 2011 - June 2012
Job Talent Acquisition at African Leadership Unleashed
Industry International Trade and Development
Experience
ALU Education July 2015 - Present
The MasterCard Foundation September 2013 - May 2015
Ubuntu Africa May 2014 - August 2014
Oklahoma State University January 2013 - May 2013
MasterCard Foundation Scholars Program (MCFSP) Awareness Project July 2012 - December 2012
UBS Wealth Management November 2011 - June 2012
TCU Campus Recreation 2008 - February 2012
TCU Housing and Residential Life April 2010 - May 2011
TechnoServe June 2010 - July 2010
Skills
Event Planning, Management, Leadership, Spanish, Public Speaking, Economics, Marketing, Leadership Development, Team Leadership, Academic Achievement, Investments, Impact Assessment, Impact Evaluation, Stata, Public Relations, Recruiting, Business Strategy, Social Media, Entrepreneurship, Research, Social Media Marketing
Education
University of California, Berkeley 2013 — 2015
Master degree, Development Economics and International Development
Oklahoma State University 2013 — 2013
Master of Science (MSc), International Business & Economics
Texas Christian University 2007 — 2011
Bachelor of Arts, International Economics
ALU Education July 2015 - Present
The MasterCard Foundation September 2013 - May 2015
Ubuntu Africa May 2014 - August 2014
Oklahoma State University January 2013 - May 2013
MasterCard Foundation Scholars Program (MCFSP) Awareness Project July 2012 - December 2012
UBS Wealth Management November 2011 - June 2012
TCU Campus Recreation 2008 - February 2012
TCU Housing and Residential Life April 2010 - May 2011
TechnoServe June 2010 - July 2010
Skills
Event Planning, Management, Leadership, Spanish, Public Speaking, Economics, Marketing, Leadership Development, Team Leadership, Academic Achievement, Investments, Impact Assessment, Impact Evaluation, Stata, Public Relations, Recruiting, Business Strategy, Social Media, Entrepreneurship, Research, Social Media Marketing
Education
University of California, Berkeley 2013 — 2015
Master degree, Development Economics and International Development
Oklahoma State University 2013 — 2013
Master of Science (MSc), International Business & Economics
Texas Christian University 2007 — 2011
Bachelor of Arts, International Economics
Edward O'Connor Edward O'Connor's UBS Wealth Management Experience 2006 - 2010
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2010 - Present
UBS Wealth Management 2006 - 2010
JP Morgan Chase 2001 - 2005
Merrill Lynch 1987 - 2001
Skills
Mutual Funds, Retirement, Asset Management, Marketing Strategy, New Business Development, Strategic Planning, Financial Accounting, Securities, Leadership, Strategic Financial..., Financial Analysis, Alternative Investments, Business Planning, Capital Markets, Series 7, Business Strategy, Financial Modeling, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Services, Investments, Wealth Management, Retirement Planning, Asset Managment, Hedge Funds, 401k, Equities, ETFs, Finance, Fixed Annuities, Annuity Sales, Retirement Benefits
Education
Pace University 1983 — 1985
MBA, Finance
Wagner College 1975 — 1979
BS, Accounting
Morgan Stanley Wealth Management 2010 - Present
UBS Wealth Management 2006 - 2010
JP Morgan Chase 2001 - 2005
Merrill Lynch 1987 - 2001
Skills
Mutual Funds, Retirement, Asset Management, Marketing Strategy, New Business Development, Strategic Planning, Financial Accounting, Securities, Leadership, Strategic Financial..., Financial Analysis, Alternative Investments, Business Planning, Capital Markets, Series 7, Business Strategy, Financial Modeling, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Services, Investments, Wealth Management, Retirement Planning, Asset Managment, Hedge Funds, 401k, Equities, ETFs, Finance, Fixed Annuities, Annuity Sales, Retirement Benefits
Education
Pace University 1983 — 1985
MBA, Finance
Wagner College 1975 — 1979
BS, Accounting
Queenie Lee Queenie Lee's UBS Wealth Management Experience September 2008 - August 2009
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Boundless Impact Investing August 2015 - Present
ADAP Advisory Services LLC August 2015 - Present
PwC August 2011 - June 2015
PwC June 2010 - August 2010
UBS Wealth Management September 2008 - August 2009
Paradigm Global Advisors June 2008 - August 2008
CitySites Real Estate Group April 2008 - June 2008
Time Business Service Inc. 2007 - 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Training Delivery, Management Consulting, Process Management, Event Planning, Project Management, Client Presentation, Client Relations Skills, Process Design, Market Intelligence, Data Analysis, Recruiting, Risk Management, Financial Services, Hedge Funds, Business Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance & International Business
Boundless Impact Investing August 2015 - Present
ADAP Advisory Services LLC August 2015 - Present
PwC August 2011 - June 2015
PwC June 2010 - August 2010
UBS Wealth Management September 2008 - August 2009
Paradigm Global Advisors June 2008 - August 2008
CitySites Real Estate Group April 2008 - June 2008
Time Business Service Inc. 2007 - 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Training Delivery, Management Consulting, Process Management, Event Planning, Project Management, Client Presentation, Client Relations Skills, Process Design, Market Intelligence, Data Analysis, Recruiting, Risk Management, Financial Services, Hedge Funds, Business Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance & International Business
Iain Birrell Iain Birrell's UBS Wealth Management Experience 2008 - April 2011
Job Compensation Manager, CIB Technology & Quants at JPMorgan
Industry Investment Banking
Experience
JPMorgan November 2010 - Present
UBS Wealth Management 2008 - April 2011
UBS May 2007 - November 2008
UBS Investment Bank - London June 2004 - May 2007
Lucent Technologies 2000 - 2002
Education
Pace University 2007 — 2011
JPMorgan November 2010 - Present
UBS Wealth Management 2008 - April 2011
UBS May 2007 - November 2008
UBS Investment Bank - London June 2004 - May 2007
Lucent Technologies 2000 - 2002
Education
Pace University 2007 — 2011
Sydney Smoot's UBS Wealth Management Experience August 2013 - August 2013
Job Production Assistant Intern at NBCUniversal, Inc.
Industry Public Relations and Communications
Experience
NBCUniversal, Inc. August 2015 - Present
Sundance Institute January 2014 - August 2015
Allied Integrated Marketing January 2015 - May 2015
Stockholm International Film Festival August 2014 - November 2014
Sundance Institute July 2014 - August 2014
Los Angeles Film Festival June 2014 - June 2014
EFG :: Entertainment Fusion Group February 2014 - June 2014
UBS Wealth Management August 2013 - August 2013
WordenGroup January 2013 - July 2013
Utah Olympic Park May 2012 - August 2012
Skills
Microsoft Excel, Social Media, Customer Service, PowerPoint, Microsoft Word, Event Planning, Event Management, Public Speaking, Blogging, Press Releases, Media Relations, Time Management
Education
Northeastern University 2011 — 2016
Bachelor's degree, Communication and Cinema Studies, 3.5
Stockholm School of Economics 2014 — 2014
General Studies
Bridge Argentina 2013 — 2013
Spanish Language, 4.0
Foundation for International Education 2011 — 2011
General Studies, 4.0
NBCUniversal, Inc. August 2015 - Present
Sundance Institute January 2014 - August 2015
Allied Integrated Marketing January 2015 - May 2015
Stockholm International Film Festival August 2014 - November 2014
Sundance Institute July 2014 - August 2014
Los Angeles Film Festival June 2014 - June 2014
EFG :: Entertainment Fusion Group February 2014 - June 2014
UBS Wealth Management August 2013 - August 2013
WordenGroup January 2013 - July 2013
Utah Olympic Park May 2012 - August 2012
Skills
Microsoft Excel, Social Media, Customer Service, PowerPoint, Microsoft Word, Event Planning, Event Management, Public Speaking, Blogging, Press Releases, Media Relations, Time Management
Education
Northeastern University 2011 — 2016
Bachelor's degree, Communication and Cinema Studies, 3.5
Stockholm School of Economics 2014 — 2014
General Studies
Bridge Argentina 2013 — 2013
Spanish Language, 4.0
Foundation for International Education 2011 — 2011
General Studies, 4.0
Cory Young Cory Young's UBS Wealth Management Experience March 2011 - March 2011
Job Incoming Capital Markets & Accounting Advisory at PwC
Industry Financial Services
Experience
PwC May 2015 - Present
Spoon Magazine April 2013 - June 2014
AlumTalks October 2011 - September 2013
McGaw YMCA September 2010 - September 2013
Position-Tech, LLC August 2012 - December 2012
Northwestern Formula Racing October 2011 - September 2012
UBS Wealth Management March 2011 - March 2011
Skills
Microsoft Office, Excel, PowerPoint, SugarCRM, SPSS, WordPress, Market Research, Microsoft Excel, Qualtrics, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master in Professional Accounting
Northwestern University 2010 — 2014
Psychology, Business Institutions Program, Integrated Marketing & Communications, Spanish
Universitat Pompeu Fabra 2012 — 2012
Spanish Language & Culture
Naperville Central High School 2007 — 2010
PwC May 2015 - Present
Spoon Magazine April 2013 - June 2014
AlumTalks October 2011 - September 2013
McGaw YMCA September 2010 - September 2013
Position-Tech, LLC August 2012 - December 2012
Northwestern Formula Racing October 2011 - September 2012
UBS Wealth Management March 2011 - March 2011
Skills
Microsoft Office, Excel, PowerPoint, SugarCRM, SPSS, WordPress, Market Research, Microsoft Excel, Qualtrics, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master in Professional Accounting
Northwestern University 2010 — 2014
Psychology, Business Institutions Program, Integrated Marketing & Communications, Spanish
Universitat Pompeu Fabra 2012 — 2012
Spanish Language & Culture
Naperville Central High School 2007 — 2010
Alana Faintuch Alana Faintuch's UBS Wealth Management Experience October 2014 - Present
Job Business Development Specialist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Barclays Wealth and Investment Management October 2013 - October 2014
US Securities and Exchange Commission January 2013 - April 2013
US Securities and Exchange Commission September 2012 - December 2012
ILSA Journal of International & Comparative Law May 2011 - September 2012
Financial Industry Regulatory Authority May 2012 - August 2012
Seiden Law Firm/ Family Business Mediation June 2011 - August 2011
Education
Nova Southeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Nova Southeastern University—Shepard Broad Law Center 2009 — 2013
Doctor of Law (J.D.), Law
University of Miami 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Wealth Management October 2014 - Present
Barclays Wealth and Investment Management October 2013 - October 2014
US Securities and Exchange Commission January 2013 - April 2013
US Securities and Exchange Commission September 2012 - December 2012
ILSA Journal of International & Comparative Law May 2011 - September 2012
Financial Industry Regulatory Authority May 2012 - August 2012
Seiden Law Firm/ Family Business Mediation June 2011 - August 2011
Education
Nova Southeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Nova Southeastern University—Shepard Broad Law Center 2009 — 2013
Doctor of Law (J.D.), Law
University of Miami 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Hsiu-Te Lin Hsiu-Te Lin's UBS Wealth Management Experience June 2011 - June 2011
Job Junior Developer & Business Analyst at State Street Global Advisors
Industry
Experience
State Street Global Advisors June 2014 - December 2014
PHT Corporation July 2013 - December 2013
Northeastern University January 2013 - May 2013
UBS Wealth Management June 2011 - June 2011
Education
Northeastern University 2011 — 2016
Bachelor of Science, Computer Science & Business Administration, Cumulative GPA: 3.404/ 4.0
Tainan Second Senior High School 2007 — 2010
State Street Global Advisors June 2014 - December 2014
PHT Corporation July 2013 - December 2013
Northeastern University January 2013 - May 2013
UBS Wealth Management June 2011 - June 2011
Education
Northeastern University 2011 — 2016
Bachelor of Science, Computer Science & Business Administration, Cumulative GPA: 3.404/ 4.0
Tainan Second Senior High School 2007 — 2010
Daniel Forero, PMP, ITIL Daniel Forero, PMP, ITIL's UBS Wealth Management Experience March 2009 - September 2014
Job Recently relocated to Milwaukee Area.
Industry Information Technology and Services
Experience
Northwestern Mutual June 2015 - Present
Rockwell Automation February 2015 - June 2015
UBS Wealth Management March 2009 - September 2014
UBS Wealth Management August 2007 - March 2009
Kforce Inc (Formerly Pinkerton Computer Consultants) May 2004 - August 2007
Prudential Financial November 1993 - October 2003
American Management Systems July 1990 - October 1993
IBM January 1988 - June 1990
Skills
SDLC, IT Strategy, Portfolio Management, Management, Financial Services, Project Management, Project Portfolio..., Vendor Management, Offshoring, ITIL v3 Foundations..., Business Analysis, Trading Systems, PMO, Leadership, Banking, Mutual Funds, Wealth Management, Investments, Risk Management, IT Management, Requirements Analysis, IT Operations, Software Project..., Requirements Gathering, Program Management, Process Improvement, PMP, ITIL
Education
Pace University 1986 — 1990
BS, Computer Science
Northwestern Mutual June 2015 - Present
Rockwell Automation February 2015 - June 2015
UBS Wealth Management March 2009 - September 2014
UBS Wealth Management August 2007 - March 2009
Kforce Inc (Formerly Pinkerton Computer Consultants) May 2004 - August 2007
Prudential Financial November 1993 - October 2003
American Management Systems July 1990 - October 1993
IBM January 1988 - June 1990
Skills
SDLC, IT Strategy, Portfolio Management, Management, Financial Services, Project Management, Project Portfolio..., Vendor Management, Offshoring, ITIL v3 Foundations..., Business Analysis, Trading Systems, PMO, Leadership, Banking, Mutual Funds, Wealth Management, Investments, Risk Management, IT Management, Requirements Analysis, IT Operations, Software Project..., Requirements Gathering, Program Management, Process Improvement, PMP, ITIL
Education
Pace University 1986 — 1990
BS, Computer Science
Eileen Buist Eileen Buist's UBS Wealth Management Experience August 2015 - Present
Job Associate Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management August 2015 - Present
Bank of America January 2015 - July 2015
Bank of America February 2013 - December 2014
Bank of America October 2011 - February 2013
Bank of America October 2010 - October 2011
REMN Wholesale October 2009 - October 2010
Workbucks Financial November 2008 - October 2009
Wall Street Financial July 2007 - September 2008
Home Funding Group September 2006 - July 2007
Wall Street Financial June 2004 - September 2006
Skills
Credit, Mortgage Banking, Customer Service, Risk Management, Refinance, Financial Analysis, Team Leadership, Team Building, Change Management, Microsoft Office, Real Estate, PowerPoint, Microsoft Word, Strategic Planning, Sales Management, Loans, FHA, Underwriting, Credit Analysis, Consumer Lending, Mortgage Servicing, Credit Risk, Mortgage Underwriting, First Time Home Buyers, Retail Banking, Residential Mortgages
Education
Pace University 2001 — 2004
Accounting
UBS Wealth Management August 2015 - Present
Bank of America January 2015 - July 2015
Bank of America February 2013 - December 2014
Bank of America October 2011 - February 2013
Bank of America October 2010 - October 2011
REMN Wholesale October 2009 - October 2010
Workbucks Financial November 2008 - October 2009
Wall Street Financial July 2007 - September 2008
Home Funding Group September 2006 - July 2007
Wall Street Financial June 2004 - September 2006
Skills
Credit, Mortgage Banking, Customer Service, Risk Management, Refinance, Financial Analysis, Team Leadership, Team Building, Change Management, Microsoft Office, Real Estate, PowerPoint, Microsoft Word, Strategic Planning, Sales Management, Loans, FHA, Underwriting, Credit Analysis, Consumer Lending, Mortgage Servicing, Credit Risk, Mortgage Underwriting, First Time Home Buyers, Retail Banking, Residential Mortgages
Education
Pace University 2001 — 2004
Accounting
Nate Whitaker Nate Whitaker's UBS Wealth Management Experience 2002 - 2004
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial August 2013 - Present
Fidelity Investments March 2008 - August 2013
J.P. Morgan November 2006 - March 2008
J.P. Morgan November 2004 - November 2006
UBS Wealth Management 2002 - 2004
Smith Barney 2001 - 2002
Skills
Mutual Funds, Medicare, Retirement Income..., Public Speaking, Variable Annuities, Retirement Planning, Financial Advisory
Education
Otterbein University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Nationwide Financial August 2013 - Present
Fidelity Investments March 2008 - August 2013
J.P. Morgan November 2006 - March 2008
J.P. Morgan November 2004 - November 2006
UBS Wealth Management 2002 - 2004
Smith Barney 2001 - 2002
Skills
Mutual Funds, Medicare, Retirement Income..., Public Speaking, Variable Annuities, Retirement Planning, Financial Advisory
Education
Otterbein University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Rose Xiwen Wang's UBS Wealth Management Experience July 2013 - September 2013
Job Research Assistant at Northwestern Law School
Industry Legal Services
Experience
Northwestern University School of Law June 2014 - Present
Chang & Coté June 2015 - August 2015
EEOC January 2015 - March 2015
NUIT May 2013 - February 2014
UBS Wealth Management July 2013 - September 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, English, Event Planning, Teamwork, Spanish, Editing, Stata
Education
Northwestern University 2012 — 2016
Mathematical Methods in the Social Sciences (MMSS), Political Science
Chengdu Foreign Languages School 2006 — 2012
High School, Junior High
Northwestern University School of Law June 2014 - Present
Chang & Coté June 2015 - August 2015
EEOC January 2015 - March 2015
NUIT May 2013 - February 2014
UBS Wealth Management July 2013 - September 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, English, Event Planning, Teamwork, Spanish, Editing, Stata
Education
Northwestern University 2012 — 2016
Mathematical Methods in the Social Sciences (MMSS), Political Science
Chengdu Foreign Languages School 2006 — 2012
High School, Junior High
Bailey Beibei Liu, US CPA Bailey Beibei Liu, US CPA's UBS Wealth Management Experience September 2011 - December 2011
Job Product Specialist at CaseWare International Inc.
Industry Accounting
Experience
CaseWare International Inc. September 2015 - Present
Deloitte & Touche, LLP May 2013 - June 2015
Rivet Software January 2012 - April 2013
UBS Wealth Management September 2011 - December 2011
Betzer Call Lausten & Schwartz, LLP June 2011 - August 2011
University of Denver April 2010 - July 2011
Skills
Accounting, SEC filings, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, XBRL, Financial Modeling, GAAP, Finance, Sarbanes-Oxley Act, US GAAP, Financial Statements, Mandarin, Valuation, CPA, Piano, Chinese, Access Database, MS Excel Pivot Tables, SharePoint..., Data Analysis, Software Quality..., Data Quality Assurance, SEC Filings, Access
Education
University of Denver - Daniels College of Business 2010 — 2011
Master of Science, Accountancy
Pace University 2009 — 2010
Accounting
Qingdao University 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business
University of Minnesota-Twin Cities 2008 — 2009
Accounting
CaseWare International Inc. September 2015 - Present
Deloitte & Touche, LLP May 2013 - June 2015
Rivet Software January 2012 - April 2013
UBS Wealth Management September 2011 - December 2011
Betzer Call Lausten & Schwartz, LLP June 2011 - August 2011
University of Denver April 2010 - July 2011
Skills
Accounting, SEC filings, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, XBRL, Financial Modeling, GAAP, Finance, Sarbanes-Oxley Act, US GAAP, Financial Statements, Mandarin, Valuation, CPA, Piano, Chinese, Access Database, MS Excel Pivot Tables, SharePoint..., Data Analysis, Software Quality..., Data Quality Assurance, SEC Filings, Access
Education
University of Denver - Daniels College of Business 2010 — 2011
Master of Science, Accountancy
Pace University 2009 — 2010
Accounting
Qingdao University 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business
University of Minnesota-Twin Cities 2008 — 2009
Accounting
Rosemery Fernandez's UBS Wealth Management Experience 2008 - 2011
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management May 2011 - 2013
UBS Wealth Management 2008 - 2011
Merrill Lynch 2004 - 2007
Skills
Series 7, Equities, Fixed Income, Wealth Management, Mutual Funds, Series 63, Bloomberg, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Asset Allocation, Banking, Retirement Planning, Finance
Education
Nova Southeastern University
Bachelor of Science Degree, Professional Management
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management May 2011 - 2013
UBS Wealth Management 2008 - 2011
Merrill Lynch 2004 - 2007
Skills
Series 7, Equities, Fixed Income, Wealth Management, Mutual Funds, Series 63, Bloomberg, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Asset Allocation, Banking, Retirement Planning, Finance
Education
Nova Southeastern University
Bachelor of Science Degree, Professional Management
Christopher Ehlinger's UBS Wealth Management Experience June 2009 - August 2009
Job Annuity Specialist at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. November 2014 - Present
JGWPT Holdings, Inc. December 2011 - October 2014
Horizon Services and Management Co. January 2011 - December 2011
UBS Wealth Management June 2009 - August 2009
Skills
Due Diligence
Education
Ohio Wesleyan University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Forethought Financial Group, Inc. November 2014 - Present
JGWPT Holdings, Inc. December 2011 - October 2014
Horizon Services and Management Co. January 2011 - December 2011
UBS Wealth Management June 2009 - August 2009
Skills
Due Diligence
Education
Ohio Wesleyan University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Carol Ziegelheim's UBS Wealth Management Experience October 2007 - May 2008
Job Marketing & Communications Director, KPMG LLP
Industry Financial Services
Experience
KPMG July 2011 - Present
UBS Wealth Management October 2007 - May 2008
Ameriprise Financial 2007 - 2008
KPMG 1997 - 2002
Skills
Strategy, Marketing Strategy, Management
Education
Pace University 1980 — 1984
Bachelor of Business Administration (B.B.A.)
KPMG July 2011 - Present
UBS Wealth Management October 2007 - May 2008
Ameriprise Financial 2007 - 2008
KPMG 1997 - 2002
Skills
Strategy, Marketing Strategy, Management
Education
Pace University 1980 — 1984
Bachelor of Business Administration (B.B.A.)
Stoyan Deevski Stoyan Deevski's UBS Wealth Management Experience February 2008 - February 2009
Job Experienced Senior at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
Deloitte September 2014 - August 2015
Deloitte September 2013 - August 2014
Deloitte September 2012 - August 2013
Deloitte September 2011 - August 2012
UBS Wealth Management February 2008 - February 2009
Bulgarian National Bank August 2007 - September 2007
Skills
IFRS, Financial Reporting, Audit, Financial Analysis, Financial Accounting, Excel, Accounting, Auditing, Corporate Finance, Financial Management, Risk Management, Banking, Internal Controls, Financial Audits, Sarbanes-Oxley Act, Internal Audit, Assurance, Managerial Finance, Financial Modeling, US GAAP, Consolidation, Big 4, Microsoft Excel, External Audit, Analysis, Finance, Due Diligence
Education
University of National and World Economy 2011 — 2016
PhD, Economics and Management
Otto-von-Guericke-Universität Magdeburg 2007 — 2009
MSc, Management
University of National and World Economy
MSc, International Economic Relations
University of National and World Economy
BSc, Accountancy and Control
Otto-von-Guericke-Universität Magdeburg 2003 — 2006
BSc, Management and Economics
Deloitte September 2015 - Present
Deloitte September 2014 - August 2015
Deloitte September 2013 - August 2014
Deloitte September 2012 - August 2013
Deloitte September 2011 - August 2012
UBS Wealth Management February 2008 - February 2009
Bulgarian National Bank August 2007 - September 2007
Skills
IFRS, Financial Reporting, Audit, Financial Analysis, Financial Accounting, Excel, Accounting, Auditing, Corporate Finance, Financial Management, Risk Management, Banking, Internal Controls, Financial Audits, Sarbanes-Oxley Act, Internal Audit, Assurance, Managerial Finance, Financial Modeling, US GAAP, Consolidation, Big 4, Microsoft Excel, External Audit, Analysis, Finance, Due Diligence
Education
University of National and World Economy 2011 — 2016
PhD, Economics and Management
Otto-von-Guericke-Universität Magdeburg 2007 — 2009
MSc, Management
University of National and World Economy
MSc, International Economic Relations
University of National and World Economy
BSc, Accountancy and Control
Otto-von-Guericke-Universität Magdeburg 2003 — 2006
BSc, Management and Economics
Fausto Enrique Abreu's UBS Wealth Management Experience September 1999 - September 2008
Job Information Technology & Systems Operations Specialist
Industry Information Technology and Services
Experience
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley Wealth Management October 2012 - January 2013
Morgan Stanley Smith Barney May 2010 - October 2012
UBS Wealth Management September 1999 - September 2008
Information Builders January 1995 - August 1999
Skills
Cross-functional Team..., Software Development..., Technical Support, User Acceptance Testing, Process Improvement, Testing, Project Management, Management, Quality Management, Quality Center, Software Quality..., Information Technology, Financial Technology, Trading Systems, Client Server..., SDLC, Fixed Income, Vendor Management, Requirements Analysis, System Testing, Business Analysis, Software Project..., Change Management
Education
Pace University 1992 — 1997
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley Wealth Management October 2012 - January 2013
Morgan Stanley Smith Barney May 2010 - October 2012
UBS Wealth Management September 1999 - September 2008
Information Builders January 1995 - August 1999
Skills
Cross-functional Team..., Software Development..., Technical Support, User Acceptance Testing, Process Improvement, Testing, Project Management, Management, Quality Management, Quality Center, Software Quality..., Information Technology, Financial Technology, Trading Systems, Client Server..., SDLC, Fixed Income, Vendor Management, Requirements Analysis, System Testing, Business Analysis, Software Project..., Change Management
Education
Pace University 1992 — 1997
Noreen Ajmal Noreen Ajmal's UBS Wealth Management Experience May 2007 - August 2007
Job Vice PresidentTreasury Management at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank June 2013 - Present
MB Financial Bank October 2010 - June 2013
MB Financial Bank July 2008 - October 2010
Northern Illinois University January 2008 - May 2008
New York Life August 2007 - November 2007
UBS Wealth Management May 2007 - August 2007
Washington Mutual May 2003 - June 2004
Skills
Microsoft Office, Treasury Management, Commercial Banking, Financial Services, Accounting, Banking, Credit, Cash Management, Portfolio Management, Financial Analysis, PowerPoint, Investments, Customer Service, Asset Allocation, Financial Modeling, Strategic Financial..., Microsoft Excel, Data Analysis, Sales, Finance, Outlook
Education
Northern Illinois University 2006 — 2008
Bachelor of Science, Finance
FirstMerit Bank June 2013 - Present
MB Financial Bank October 2010 - June 2013
MB Financial Bank July 2008 - October 2010
Northern Illinois University January 2008 - May 2008
New York Life August 2007 - November 2007
UBS Wealth Management May 2007 - August 2007
Washington Mutual May 2003 - June 2004
Skills
Microsoft Office, Treasury Management, Commercial Banking, Financial Services, Accounting, Banking, Credit, Cash Management, Portfolio Management, Financial Analysis, PowerPoint, Investments, Customer Service, Asset Allocation, Financial Modeling, Strategic Financial..., Microsoft Excel, Data Analysis, Sales, Finance, Outlook
Education
Northern Illinois University 2006 — 2008
Bachelor of Science, Finance
Ian Gawronski Ian Gawronski's UBS Wealth Management Experience May 2010 - August 2010
Job Software Engineer at Listen360, Inc.
Industry Computer Software
Experience
Listen360, Inc. May 2015 - Present
The Iron Yard January 2015 - March 2015
Cardinal Health July 2013 - January 2015
Lonerider Brewing Company August 2012 - November 2012
Crown Castle May 2012 - August 2012
Digital Risk May 2011 - August 2011
UBS Wealth Management May 2010 - August 2010
Skills
Microsoft Office, Entrepreneurship, Corporate Finance, Marketing, Management, Leadership, Research, PowerPoint, Ruby on Rails, Microsoft Excel, Website Development, Teamwork, Problem Solving, Microsoft Word, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Bachelor of Science and Business Administration, Business (Entrepreneurship), Senior
Northeastern University 2009 — 2010
Business Administration
Listen360, Inc. May 2015 - Present
The Iron Yard January 2015 - March 2015
Cardinal Health July 2013 - January 2015
Lonerider Brewing Company August 2012 - November 2012
Crown Castle May 2012 - August 2012
Digital Risk May 2011 - August 2011
UBS Wealth Management May 2010 - August 2010
Skills
Microsoft Office, Entrepreneurship, Corporate Finance, Marketing, Management, Leadership, Research, PowerPoint, Ruby on Rails, Microsoft Excel, Website Development, Teamwork, Problem Solving, Microsoft Word, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Bachelor of Science and Business Administration, Business (Entrepreneurship), Senior
Northeastern University 2009 — 2010
Business Administration
Robert R. Frump Robert R. Frump's UBS Wealth Management Experience February 2007 - July 2008
Job Author and Corporate Communications
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Ben Hartman Ben Hartman's UBS Wealth Management Experience March 2012 - June 2012
Job C/I Sales at IGS Energy
Industry Oil & Energy
Experience
IGS Energy July 2013 - Present
Total Quality Logistics June 2012 - April 2013
UBS Wealth Management March 2012 - June 2012
Skills
Customer Service, Sales, Time Management, Customer Retention, Social Networking, Teamwork, Account Management, Freight, Cold Calling, 3PL, Inventory Management, Logistics, Supply Chain Management, Customer Satisfaction
Education
Otterbein College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Maastricht University 2011 — 2011
Business/Commerce, General
IGS Energy July 2013 - Present
Total Quality Logistics June 2012 - April 2013
UBS Wealth Management March 2012 - June 2012
Skills
Customer Service, Sales, Time Management, Customer Retention, Social Networking, Teamwork, Account Management, Freight, Cold Calling, 3PL, Inventory Management, Logistics, Supply Chain Management, Customer Satisfaction
Education
Otterbein College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Maastricht University 2011 — 2011
Business/Commerce, General
Hugh McIlrevey Hugh McIlrevey's UBS Wealth Management Experience November 1999 - May 2004
Job Managing Director, Veloces Enterprises LLC
Industry Management Consulting
Experience
Veloces Enterprises LLC March 2004 - Present
Creative Management Group, Inc. July 2004 - November 2005
UBS Wealth Management November 1999 - May 2004
UBS Wealth Management June 1998 - November 1999
PaineWebber Inc. November 1995 - June 1998
PaineWebber Inc. September 1990 - November 1995
PaineWebber Inc. December 1986 - September 1990
PaineWebber Inc. April 1984 - December 1986
Merrill Lynch January 1982 - April 1984
Dean Witter Reynolds June 1980 - January 1982
Skills
Management, Investments, Wealth Management, Series 7, Leadership, Strategic Planning, Finance, Portfolio Management, Mutual Funds, Financial Services, Public Speaking, Coaching, Business Development, Personal Development, Equities, Financial Analysis, Asset Management, Training, Credit, Sales, Alternative Investments, Securities, Strategy, Series 63
Education
Northwood University 1973 — 1975
BBA, Marketing, Management
University of Miami - School of Business 1968 — 1970
Marketing, Acccounting
Northwestern University - Kellogg School of Management
Executive Studies Program
University of Virginia Darden School of Business
Executive Leadership Program
Veloces Enterprises LLC March 2004 - Present
Creative Management Group, Inc. July 2004 - November 2005
UBS Wealth Management November 1999 - May 2004
UBS Wealth Management June 1998 - November 1999
PaineWebber Inc. November 1995 - June 1998
PaineWebber Inc. September 1990 - November 1995
PaineWebber Inc. December 1986 - September 1990
PaineWebber Inc. April 1984 - December 1986
Merrill Lynch January 1982 - April 1984
Dean Witter Reynolds June 1980 - January 1982
Skills
Management, Investments, Wealth Management, Series 7, Leadership, Strategic Planning, Finance, Portfolio Management, Mutual Funds, Financial Services, Public Speaking, Coaching, Business Development, Personal Development, Equities, Financial Analysis, Asset Management, Training, Credit, Sales, Alternative Investments, Securities, Strategy, Series 63
Education
Northwood University 1973 — 1975
BBA, Marketing, Management
University of Miami - School of Business 1968 — 1970
Marketing, Acccounting
Northwestern University - Kellogg School of Management
Executive Studies Program
University of Virginia Darden School of Business
Executive Leadership Program
Gretta Kuris Gretta Kuris's UBS Wealth Management Experience August 2010 - December 2012
Job Sr. QA Engineer Developers at FXCM
Industry Information Technology and Services
Experience
FXCM May 2014 - Present
Express Scripts (IBM) October 2013 - May 2014
EXPRESS SCRIPTS (IBM) April 2013 - January 2014
UBS Wealth Management August 2010 - December 2012
Axis Technology, LLC January 2008 - December 2009
UBS January 2001 - September 2007
CHASE MANHATTAN BANK September 1998 - December 2000
Skills
Fileaid, CICS, VSAM, SDLC, QMF, DB2, SQL, COBOL, Business Analysis, Visio, Databases, Requirements Analysis, Requirements Gathering
Education
Odessa State Polytechnic University 1986 — 1990
BS, Computer Science
FXCM May 2014 - Present
Express Scripts (IBM) October 2013 - May 2014
EXPRESS SCRIPTS (IBM) April 2013 - January 2014
UBS Wealth Management August 2010 - December 2012
Axis Technology, LLC January 2008 - December 2009
UBS January 2001 - September 2007
CHASE MANHATTAN BANK September 1998 - December 2000
Skills
Fileaid, CICS, VSAM, SDLC, QMF, DB2, SQL, COBOL, Business Analysis, Visio, Databases, Requirements Analysis, Requirements Gathering
Education
Odessa State Polytechnic University 1986 — 1990
BS, Computer Science
David Wieseneck, JD. David Wieseneck, JD.'s UBS Wealth Management Experience January 2000 - May 2005
Job Vice President, Investments at Raymond
Industry Financial Services
Experience
Raymond James 2012 - Present
Morgan Stanley May 2007 - January 2012
UBS Wealth Management January 2000 - May 2005
Education
Nova Southeastern University 1996 — 1999
Doctor of Law (JD), Trust and Estate Law
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Raymond James 2012 - Present
Morgan Stanley May 2007 - January 2012
UBS Wealth Management January 2000 - May 2005
Education
Nova Southeastern University 1996 — 1999
Doctor of Law (JD), Trust and Estate Law
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Christopher Denholm's UBS Wealth Management Experience 2005 - 2007
Job Partner at Objective Capital Management
Industry Investment Management
Experience
Objective Capital Management January 2011 - Present
Morgan Stanley 2007 - 2011
UBS Wealth Management 2005 - 2007
Merrill Lynch 2002 - 2005
Education
Ohio University 1997 — 2002
Walsh Jesuit High School 1993 — 1997
Objective Capital Management January 2011 - Present
Morgan Stanley 2007 - 2011
UBS Wealth Management 2005 - 2007
Merrill Lynch 2002 - 2005
Education
Ohio University 1997 — 2002
Walsh Jesuit High School 1993 — 1997
Dennis Lumbao's UBS Wealth Management Experience July 2006 - December 2010
Job
Industry Hospital & Health Care
Experience
Mount Sinai Health System May 2015 - Present
Research Foundation of The City University of New York January 2012 - May 2015
New York Presbyterian Hospital August 2010 - January 2012
New York Presbyterian Hospital August 2010 - August 2011
UBS Wealth Management July 2006 - December 2010
ID90 Travel April 2005 - April 2006
TD Ameritrade 2000 - 2001
Skills
Business Analysis, Competitive Analysis, Compliance, Analysis, Business Intelligence, Project Management, Project Planning, File Management, FileMaker, Microsoft Excel, Microsoft Word, PowerPoint, Change Management, SWOT analysis, IRB, Supervisory Experience, Staff Supervision, MBA, Management Consulting, Operational Streamlining, Operational Efficiency, Outlook, Cross-functional Team..., Performance Management, Data Analysis, Research, Risk Management, Financial Analysis, Investments, Strategic Planning, Program Management, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA
University of Notre Dame 1997 — 1999
BA
Northeastern University 1994 — 1995
Queen of Peace High School 1990 — 1994
High School Diploma
Mount Sinai Health System May 2015 - Present
Research Foundation of The City University of New York January 2012 - May 2015
New York Presbyterian Hospital August 2010 - January 2012
New York Presbyterian Hospital August 2010 - August 2011
UBS Wealth Management July 2006 - December 2010
ID90 Travel April 2005 - April 2006
TD Ameritrade 2000 - 2001
Skills
Business Analysis, Competitive Analysis, Compliance, Analysis, Business Intelligence, Project Management, Project Planning, File Management, FileMaker, Microsoft Excel, Microsoft Word, PowerPoint, Change Management, SWOT analysis, IRB, Supervisory Experience, Staff Supervision, MBA, Management Consulting, Operational Streamlining, Operational Efficiency, Outlook, Cross-functional Team..., Performance Management, Data Analysis, Research, Risk Management, Financial Analysis, Investments, Strategic Planning, Program Management, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA
University of Notre Dame 1997 — 1999
BA
Northeastern University 1994 — 1995
Queen of Peace High School 1990 — 1994
High School Diploma
Fred Gougler's UBS Wealth Management Experience 2006 - 2009
Job Village President
Industry Government Administration
Experience
Village of Northfield Illinois 2009 - Present
UBS Wealth Management 2006 - 2009
Northern Trust Global Investments 1982 - 2006
Banque de l'Indochine et de Suez 1978 - 1982
Skills
Portfolio Management, Fixed Income, Risk Management, Banking, Credit, Asset Managment, Wealth Management, Asset Allocation, Investments, Mutual Funds, Securities, Investment Strategies, Bonds, Capital Markets, Financial Advisory, Management, Asset Management, Valuation, Alternative Investments, Financial Analysis, Financial Modeling, Finance
Education
Northwestern University - Kellogg School of Management 1980 — 1982
Professional Accounting Program
University of Illinois at Urbana-Champaign - College of Business 1976 — 1978
M.B.A., Finance and Economics
University of Rochester 1971 — 1975
B.A., European History
Village of Northfield Illinois 2009 - Present
UBS Wealth Management 2006 - 2009
Northern Trust Global Investments 1982 - 2006
Banque de l'Indochine et de Suez 1978 - 1982
Skills
Portfolio Management, Fixed Income, Risk Management, Banking, Credit, Asset Managment, Wealth Management, Asset Allocation, Investments, Mutual Funds, Securities, Investment Strategies, Bonds, Capital Markets, Financial Advisory, Management, Asset Management, Valuation, Alternative Investments, Financial Analysis, Financial Modeling, Finance
Education
Northwestern University - Kellogg School of Management 1980 — 1982
Professional Accounting Program
University of Illinois at Urbana-Champaign - College of Business 1976 — 1978
M.B.A., Finance and Economics
University of Rochester 1971 — 1975
B.A., European History
Damian Shameer's UBS Wealth Management Experience March 2009 - May 2012
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs May 2012 - Present
UBS Wealth Management March 2009 - May 2012
UBS Financial Services January 2008 - January 2009
UBS August 2006 - January 2008
UBS August 2004 - August 2006
JPMorgan July 2000 - May 2004
JPMorgan Chase 2000 - 2004
Skills
Struts, Spring, Unix Shell Scripting, Java, DB2, Unix, JSP, Eclipse, SOA, Java Enterprise Edition, J2EE Application..., Awk, Subversion, Maven2, Continuous Integration, Informix, Oracle SQL, ETL Tools, Shell Scripting, Spring Framework
Education
Pace University 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Goldman Sachs January 2015 - Present
Goldman Sachs May 2012 - Present
UBS Wealth Management March 2009 - May 2012
UBS Financial Services January 2008 - January 2009
UBS August 2006 - January 2008
UBS August 2004 - August 2006
JPMorgan July 2000 - May 2004
JPMorgan Chase 2000 - 2004
Skills
Struts, Spring, Unix Shell Scripting, Java, DB2, Unix, JSP, Eclipse, SOA, Java Enterprise Edition, J2EE Application..., Awk, Subversion, Maven2, Continuous Integration, Informix, Oracle SQL, ETL Tools, Shell Scripting, Spring Framework
Education
Pace University 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Kevin Myler's UBS Wealth Management Experience September 2004 - July 2008
Job EVS at Interactive Data
Industry Financial Services
Experience
Interactive Data December 2013 - Present
R.Seelaus & Co. inc November 2012 - June 2013
UBS Securities LLC August 2012 - November 2012
UBS Securities LLC December 2009 - August 2012
UBS Wealth Management September 2004 - July 2008
UBS Wealth Management February 1994 - September 2004
Paine Webber 1989 - 2000
Paine Webber 1989 - 2000
Drexel Burnham Lambert 1987 - 1989
Skills
Mortgage Lending, MBS, Trading, Wealth Management, Agency MBS, Series 7, Capital Markets, Fixed Income, Credit, Bloomberg, Portfolio Management, Series 63, CMOS, Asset Management, Financial Modeling, Investments, Bonds, Trading Systems, Alternative Investments
Education
Pace University 1977 — 1981
Interactive Data December 2013 - Present
R.Seelaus & Co. inc November 2012 - June 2013
UBS Securities LLC August 2012 - November 2012
UBS Securities LLC December 2009 - August 2012
UBS Wealth Management September 2004 - July 2008
UBS Wealth Management February 1994 - September 2004
Paine Webber 1989 - 2000
Paine Webber 1989 - 2000
Drexel Burnham Lambert 1987 - 1989
Skills
Mortgage Lending, MBS, Trading, Wealth Management, Agency MBS, Series 7, Capital Markets, Fixed Income, Credit, Bloomberg, Portfolio Management, Series 63, CMOS, Asset Management, Financial Modeling, Investments, Bonds, Trading Systems, Alternative Investments
Education
Pace University 1977 — 1981
Bryan Adamson's UBS Wealth Management Experience March 2001 - Present
Job Director, Complex Director at UBS
Industry Financial Services
Brett Abrams's UBS Wealth Management Experience January 2014 - September 2014
Job Other
Industry Financial Services
Experience
UBS Wealth Management January 2014 - September 2014
UBS Wealth Management January 2013 - January 2014
UBS Wealth Management November 2008 - December 2012
Credit Suisse March 2008 - November 2008
Skills
Financial Modeling, Fixed Income, Financial Analysis
Education
Northwestern University 2003 — 2007
B.A., Biological Sciences - Human Biology
UBS Wealth Management January 2014 - September 2014
UBS Wealth Management January 2013 - January 2014
UBS Wealth Management November 2008 - December 2012
Credit Suisse March 2008 - November 2008
Skills
Financial Modeling, Fixed Income, Financial Analysis
Education
Northwestern University 2003 — 2007
B.A., Biological Sciences - Human Biology
Hari Vunnava's UBS Wealth Management Experience 2007 - Present
Job Oracle Certified Senior IT Associate at UBS Financial Services Inc.
Industry Information Technology and Services
Experience
UBS Financial Services Inc. March 2007 - Present
UBS Wealth Management 2007 - Present
Footstar 1999 - 2007
Skills
SDLC, Database Design, Performance Tuning, Shell Scripting, Solaris, Multi Tasking, SQL, Oracle PL/SQL..., Relational Databases, Disaster Recovery, Oracle, Unix, Data Warehousing, Unix Shell Scripting, Analysis
Education
Osmania University 1987 — 1991
Vidyodaya High School 1979 — 1985
UBS Financial Services Inc. March 2007 - Present
UBS Wealth Management 2007 - Present
Footstar 1999 - 2007
Skills
SDLC, Database Design, Performance Tuning, Shell Scripting, Solaris, Multi Tasking, SQL, Oracle PL/SQL..., Relational Databases, Disaster Recovery, Oracle, Unix, Data Warehousing, Unix Shell Scripting, Analysis
Education
Osmania University 1987 — 1991
Vidyodaya High School 1979 — 1985
Cynthia Gennaro (formerly Rinaldi)'s UBS Wealth Management Experience 1998 - 2006
Job Manager of Fund Administration at TLGAM (Americas)
Industry Financial Services
Experience
ThomasLloyd Global Asset Mgt (Americas) February 2006 - Present
UBS Wealth Management 1998 - 2006
M&T Bank April 1998 - November 1998
Education
Pace University 1993 — 1997
BA, Human Relations
ThomasLloyd Global Asset Mgt (Americas) February 2006 - Present
UBS Wealth Management 1998 - 2006
M&T Bank April 1998 - November 1998
Education
Pace University 1993 — 1997
BA, Human Relations
Prakash Kapila's UBS Wealth Management Experience July 2007 - March 2008
Job Vice President at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. June 2015 - Present
AT&T May 2014 - May 2015
Mezocliq October 2013 - May 2014
Bank of America September 2012 - August 2013
Citi March 2012 - September 2012
Citi April 2008 - May 2009
UBS Wealth Management July 2007 - March 2008
Credit Suisse June 2006 - June 2007
Goldman Sachs October 2005 - May 2006
Lehman Brothers Bank May 2005 - October 2005
Skills
Java Enterprise Edition, Sybase, Data Modeling, Spring, SOA, Finance, Business Analysis, Trading, SDLC, Microsoft SQL Server, Web Services, Flex, Enterprise Architecture, Analytics, Multithreading, Business Intelligence, Software Project..., Data Warehousing, Capital Markets, SQL, Core Java, Architecture, Integration, Databases, J2EE Application..., Requirements Analysis, ESB, Oracle, FX Options, Unix, Derivatives, Agile Methodologies, Java, Software Development, Trading Systems, User Acceptance Testing, XSD, Architectures, C++, Security, XML, Investment Banking, Vendor Management, .NET, ETL, C#, JavaScript, PL/SQL, Basel II, Websphere
Education
Osmania University 1993 — 1996
MCA, Master of Computer Applications
JPMorgan Chase & Co. June 2015 - Present
AT&T May 2014 - May 2015
Mezocliq October 2013 - May 2014
Bank of America September 2012 - August 2013
Citi March 2012 - September 2012
Citi April 2008 - May 2009
UBS Wealth Management July 2007 - March 2008
Credit Suisse June 2006 - June 2007
Goldman Sachs October 2005 - May 2006
Lehman Brothers Bank May 2005 - October 2005
Skills
Java Enterprise Edition, Sybase, Data Modeling, Spring, SOA, Finance, Business Analysis, Trading, SDLC, Microsoft SQL Server, Web Services, Flex, Enterprise Architecture, Analytics, Multithreading, Business Intelligence, Software Project..., Data Warehousing, Capital Markets, SQL, Core Java, Architecture, Integration, Databases, J2EE Application..., Requirements Analysis, ESB, Oracle, FX Options, Unix, Derivatives, Agile Methodologies, Java, Software Development, Trading Systems, User Acceptance Testing, XSD, Architectures, C++, Security, XML, Investment Banking, Vendor Management, .NET, ETL, C#, JavaScript, PL/SQL, Basel II, Websphere
Education
Osmania University 1993 — 1996
MCA, Master of Computer Applications
Michele Beachner's UBS Wealth Management Experience August 2013 - August 2014
Job Brokerage Financial Advisor at Commerce Bank
Industry Investment Banking
Experience
Commerce Bank August 2014 - Present
UBS Wealth Management August 2013 - August 2014
Wells Fargo Advisors December 2012 - August 2013
Bank of the West April 2011 - May 2013
USBank November 2009 - April 2011
2005-2009 Bank of the West May 2005 - June 2009
2003-2005 Helzberg Diamonds October 2003 - May 2005
Education
Park University 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Northwest Missouri State University 1996 — 1999
Business Administration and Management, General
Raymore-Peculiar High School 1992 — 1996
High School
Commerce Bank August 2014 - Present
UBS Wealth Management August 2013 - August 2014
Wells Fargo Advisors December 2012 - August 2013
Bank of the West April 2011 - May 2013
USBank November 2009 - April 2011
2005-2009 Bank of the West May 2005 - June 2009
2003-2005 Helzberg Diamonds October 2003 - May 2005
Education
Park University 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Northwest Missouri State University 1996 — 1999
Business Administration and Management, General
Raymore-Peculiar High School 1992 — 1996
High School
Ilarion Lara's UBS Wealth Management Experience 2002 - 2006
Job IT Project Manager at BNY Mellon
Industry Information Services
Experience
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
Jennifer Saglimbeni's UBS Wealth Management Experience International Sales SpecialistUBS2007 - Present
Job International Sales Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management International Sales SpecialistUBS2007 - Present
Education
Pace University 2000 — 2004
UBS Wealth Management International Sales SpecialistUBS2007 - Present
Education
Pace University 2000 — 2004
Darilyn Woods's UBS Wealth Management Experience 1994 - 2000
Job Vice President, Trust Officer at Salisbury Bank and Trust Company
Industry Financial Services
Experience
Salisbury Bank and Trust Company January 2011 - Present
Woods Designs, LLC 2001 - January 2011
Citibank 2000 - 2001
Union Bank of Switzerland 1995 - 2000
UBS Wealth Management 1994 - 2000
UBS 1994 - 2000
Bank of Boston 1989 - 1994
Skills
Investment Advisory, Trust Officer, Private Wealth..., Asset Management, Private Banking, Wealth Management
Education
Utah State University 1984 — 1987
Masters, International Rural and Community Development
Northeastern University 1980 — 1983
B.S., Anthropology
Salisbury Bank and Trust Company January 2011 - Present
Woods Designs, LLC 2001 - January 2011
Citibank 2000 - 2001
Union Bank of Switzerland 1995 - 2000
UBS Wealth Management 1994 - 2000
UBS 1994 - 2000
Bank of Boston 1989 - 1994
Skills
Investment Advisory, Trust Officer, Private Wealth..., Asset Management, Private Banking, Wealth Management
Education
Utah State University 1984 — 1987
Masters, International Rural and Community Development
Northeastern University 1980 — 1983
B.S., Anthropology
Vanessa Pfaff's UBS Wealth Management Experience 2014 - Present
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2014 - Present
ADP November 2009 - November 2012
Goldman Sachs November 2007 - November 2008
Claymore Securities November 2006 - November 2007
Merrill Lynch November 2004 - November 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Marketing, Entrepreneurial Studies
The Ohio State University 2002 — 2006
UBS Wealth Management 2014 - Present
ADP November 2009 - November 2012
Goldman Sachs November 2007 - November 2008
Claymore Securities November 2006 - November 2007
Merrill Lynch November 2004 - November 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Marketing, Entrepreneurial Studies
The Ohio State University 2002 — 2006
Jeffrey Tynik's UBS Wealth Management Experience June 2007 - August 2007
Job Credit Analyst at Redan Park Asset Management
Industry Financial Services
Experience
Redan Park Asset Management April 2013 - Present
Doral Leveraged Asset Management March 2012 - Present
TFG Investments, LP November 2009 - July 2011
RBC Professional Trader Group July 2008 - April 2009
UBS Wealth Management June 2007 - August 2007
Education
Ohio Wesleyan University 2004 — 2008
BA, Economics Management
Don Bosco Prep 2000 — 2004
Redan Park Asset Management April 2013 - Present
Doral Leveraged Asset Management March 2012 - Present
TFG Investments, LP November 2009 - July 2011
RBC Professional Trader Group July 2008 - April 2009
UBS Wealth Management June 2007 - August 2007
Education
Ohio Wesleyan University 2004 — 2008
BA, Economics Management
Don Bosco Prep 2000 — 2004
Nadia Shayhet's UBS Wealth Management Experience October 2008 - December 2008
Job Senior Programmer Analyst at EmblemHealth
Industry Financial Services
Experience
EmblemHealth October 2010 - Present
Prudential Securities December 2008 - October 2010
UBS Wealth Management October 2008 - December 2008
Merrill Lynch May 2008 - October 2008
Morgan Stanley August 2003 - March 2008
Lehman Brothers 2001 - 2003
Skills
Intertest, Syncsort, VSAM, CICS, TSO, JCL, DB2, Mainframe, SDLC, SQL, COBOL, Data Warehousing, Sybase, Autosys, Visio, Crystal Reports, XML, QMF, PL/SQL, SPUFI
Education
Odessa National 'I.I. Mecnikov' University 1976 — 1981
MS/BA, Applied Mathematics, Information Technology
EmblemHealth October 2010 - Present
Prudential Securities December 2008 - October 2010
UBS Wealth Management October 2008 - December 2008
Merrill Lynch May 2008 - October 2008
Morgan Stanley August 2003 - March 2008
Lehman Brothers 2001 - 2003
Skills
Intertest, Syncsort, VSAM, CICS, TSO, JCL, DB2, Mainframe, SDLC, SQL, COBOL, Data Warehousing, Sybase, Autosys, Visio, Crystal Reports, XML, QMF, PL/SQL, SPUFI
Education
Odessa National 'I.I. Mecnikov' University 1976 — 1981
MS/BA, Applied Mathematics, Information Technology
Jackie Groves's UBS Wealth Management Experience February 2012 - May 2015
Job Investments and Philanthropy
Industry Investment Management
Experience
Willow Grove LLC June 2015 - Present
UBS Wealth Management February 2012 - May 2015
Merrill Lynch March 2007 - February 2012
Candidate for Idaho State Controller March 2006 - November 2006
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Economics, Intl Bus
University of Wisconsin-Madison 1973 — 1976
B.A., French and History
Naperville Central High School
High School
Willow Grove LLC June 2015 - Present
UBS Wealth Management February 2012 - May 2015
Merrill Lynch March 2007 - February 2012
Candidate for Idaho State Controller March 2006 - November 2006
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Economics, Intl Bus
University of Wisconsin-Madison 1973 — 1976
B.A., French and History
Naperville Central High School
High School
James Landrum, AAMS's UBS Wealth Management Experience January 2001 - September 2002
Job Senior Financial Consultant at Comerica Wealth Management
Industry Financial Services
Experience
Comerica Wealth Management - Comerica Securities August 2014 - Present
Northwestern Mutual Financial Network - Office of Steve Miura March 2011 - July 2014
Comerica Securities September 2002 - March 2011
UBS Wealth Management January 2001 - September 2002
OLDE Discount Stockbrokers/HR Block Financial January 1998 - January 2001
Skills
Series 63, Series 7, Wealth Management, Retirement Planning, Securities, Banking, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Finance, Financial Analysis, Mortgage Lending, Financial Advisory, Asset Allocation, Asset Managment, Commercial Lending, Retail Banking, Estate Planning, Cash Management, 401k, Financial Services, Credit Analysis, Commercial Banking, Relationship Management, Alternative Investments, Credit, Loans, Asset Management, Retirement, Fixed Annuities, Wealth Management..., Small Business Lending, Risk Management, Financial Risk, Insurance, Financial Planning
Education
Oklahoma State University 1993 — 1997
BBA, Finance-Major, Accounting-Minor
Comerica Wealth Management - Comerica Securities August 2014 - Present
Northwestern Mutual Financial Network - Office of Steve Miura March 2011 - July 2014
Comerica Securities September 2002 - March 2011
UBS Wealth Management January 2001 - September 2002
OLDE Discount Stockbrokers/HR Block Financial January 1998 - January 2001
Skills
Series 63, Series 7, Wealth Management, Retirement Planning, Securities, Banking, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Finance, Financial Analysis, Mortgage Lending, Financial Advisory, Asset Allocation, Asset Managment, Commercial Lending, Retail Banking, Estate Planning, Cash Management, 401k, Financial Services, Credit Analysis, Commercial Banking, Relationship Management, Alternative Investments, Credit, Loans, Asset Management, Retirement, Fixed Annuities, Wealth Management..., Small Business Lending, Risk Management, Financial Risk, Insurance, Financial Planning
Education
Oklahoma State University 1993 — 1997
BBA, Finance-Major, Accounting-Minor
Bryant Siu's UBS Wealth Management Experience September 2009 - June 2010
Job Operations Specialist at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - Present
Silky LLC June 2012 - May 2014
Foot Locker June 2011 - May 2012
Augentius Fund Administration LLP February 2011 - June 2011
UBS Wealth Management September 2009 - June 2010
Solomon Page Group June 2008 - September 2008
Skills
Financial Reporting, Financial Modeling, Market Research, Accounting, Financial Analysis, Microsoft Excel, Bloomberg, Valuation, Private Equity, Investments, Business Analysis, Equities, Fixed Income, Hedge Funds, Internal Controls, Microsoft Word, Research
Education
Pace University 2007 — 2011
BBA, Finance
E*TRADE Financial Corporation June 2014 - Present
Silky LLC June 2012 - May 2014
Foot Locker June 2011 - May 2012
Augentius Fund Administration LLP February 2011 - June 2011
UBS Wealth Management September 2009 - June 2010
Solomon Page Group June 2008 - September 2008
Skills
Financial Reporting, Financial Modeling, Market Research, Accounting, Financial Analysis, Microsoft Excel, Bloomberg, Valuation, Private Equity, Investments, Business Analysis, Equities, Fixed Income, Hedge Funds, Internal Controls, Microsoft Word, Research
Education
Pace University 2007 — 2011
BBA, Finance
James Baltz's UBS Wealth Management Experience 2004 - 2005
Job Broker at ED&F Man
Industry Capital Markets
Experience
ED&F Man January 2015 - Present
Heat Energy Group February 2013 - May 2013
GFI Group 2007 - September 2012
Prime International Trading 2005 - 2007
UBS Wealth Management 2004 - 2005
Skills
Options, Trading, Series 3, Commodity, Financial Markets, Derivatives, Hedging, Crude
Education
Ohio University 2000 — 2004
Accounting, Economics
anthony wayne
ED&F Man January 2015 - Present
Heat Energy Group February 2013 - May 2013
GFI Group 2007 - September 2012
Prime International Trading 2005 - 2007
UBS Wealth Management 2004 - 2005
Skills
Options, Trading, Series 3, Commodity, Financial Markets, Derivatives, Hedging, Crude
Education
Ohio University 2000 — 2004
Accounting, Economics
anthony wayne
Timothy Spence's UBS Wealth Management Experience August 2004 - October 2008
Job Financial Consultant at Charter One Investment Services
Industry Financial Services
Experience
Charter One Investment Services October 2008 - Present
UBS Wealth Management August 2004 - October 2008
Universal Music & Video Distribution 1998 - 2004
Universal Music & Video Distribution 1992 - 1998
Education
Wayne State University Law School 1994 — 1998
JD, Law
High School
Northwestern University
BA, Economics, Political Science
Charter One Investment Services October 2008 - Present
UBS Wealth Management August 2004 - October 2008
Universal Music & Video Distribution 1998 - 2004
Universal Music & Video Distribution 1992 - 1998
Education
Wayne State University Law School 1994 — 1998
JD, Law
High School
Northwestern University
BA, Economics, Political Science
Louis Close's UBS Wealth Management Experience August 2006 - Present
Job Private Wealth Advisor, Senior Portfolio Manager, Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
University of Minnesota January 2013 - Present
Bolder Options January 2003 - Present
Piper Jaffray October 1992 - August 2006
US Bancorp Piper Jaffray November 1998 - December 2000
Education
University of Minnesota-Twin Cities 1985 — 1988
BS, Economics
Northern Michigan University 1983 — 1985
UBS Wealth Management August 2006 - Present
University of Minnesota January 2013 - Present
Bolder Options January 2003 - Present
Piper Jaffray October 1992 - August 2006
US Bancorp Piper Jaffray November 1998 - December 2000
Education
University of Minnesota-Twin Cities 1985 — 1988
BS, Economics
Northern Michigan University 1983 — 1985
Jennifer Mo's UBS Wealth Management Experience 2001 - 2006
Job Application Developer at Martha Stewart Living Omnimedia
Industry Computer Software
Experience
Martha Stewart Living Omnimedia September 2011 - April 2012
Martha Stewart Living Omnimedia August 2006 - September 2011
UBS Wealth Management 2001 - 2006
Skills
Agile Methodologies, SQL, JavaScript, SDLC
Education
Pace University 1997 — 2001
BS, Computer Science
Martha Stewart Living Omnimedia September 2011 - April 2012
Martha Stewart Living Omnimedia August 2006 - September 2011
UBS Wealth Management 2001 - 2006
Skills
Agile Methodologies, SQL, JavaScript, SDLC
Education
Pace University 1997 — 2001
BS, Computer Science
Gregory McMahon's UBS Wealth Management Experience May 2006 - December 2008
Job Fixed Income Sales Assistant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Barclays Capital March 2009 - August 2013
UBS Wealth Management May 2006 - December 2008
Merrill Lynch February 2001 - May 2006
Skills
Series 7, Series 66, Fixed Income, Derivatives, Settlement, Bloomberg, Markitwire, Series 63, Equities, Bonds, Securities, Mutual Funds, Hedge Funds, Uniform Combined State...
Education
Northeastern University 1998 — 2003
Bachelor's, Finance
Wells Fargo Securities August 2013 - Present
Barclays Capital March 2009 - August 2013
UBS Wealth Management May 2006 - December 2008
Merrill Lynch February 2001 - May 2006
Skills
Series 7, Series 66, Fixed Income, Derivatives, Settlement, Bloomberg, Markitwire, Series 63, Equities, Bonds, Securities, Mutual Funds, Hedge Funds, Uniform Combined State...
Education
Northeastern University 1998 — 2003
Bachelor's, Finance
Marc Goode's UBS Wealth Management Experience September 2005 - May 2006
Job Senior Credit Officer at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management January 2007 - Present
UBS Wealth Management September 2005 - May 2006
Ford Motor Credit Company June 1988 - March 2005
Education
Oklahoma City University 1990 — 1992
MBA, Finance
University of Oklahoma 1983 — 1988
BBA, Finance
RBC Wealth Management January 2007 - Present
UBS Wealth Management September 2005 - May 2006
Ford Motor Credit Company June 1988 - March 2005
Education
Oklahoma City University 1990 — 1992
MBA, Finance
University of Oklahoma 1983 — 1988
BBA, Finance
Emily Lijun Wang's UBS Wealth Management Experience January 2012 - June 2012
Job Human Resources Researcher
Industry Human Resources
Experience
Vertical Screen July 2014 - Present
PwC June 2013 - August 2013
UBS Wealth Management January 2012 - June 2012
Ohio Wesleyan University August 2011 - December 2011
Boston University’s Advance Cultural Emotional Intelligence Laboratory June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Microsoft Office, SPSS, Research, Statistics, Project Management
Education
University of Pennsylvania 2012 — 2013
Master's degree, Applied Psychology and Human Development
Ohio Wesleyan University 2008 — 2012
Bachelor's degree, Economics Management, Psychology
Vertical Screen July 2014 - Present
PwC June 2013 - August 2013
UBS Wealth Management January 2012 - June 2012
Ohio Wesleyan University August 2011 - December 2011
Boston University’s Advance Cultural Emotional Intelligence Laboratory June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Microsoft Office, SPSS, Research, Statistics, Project Management
Education
University of Pennsylvania 2012 — 2013
Master's degree, Applied Psychology and Human Development
Ohio Wesleyan University 2008 — 2012
Bachelor's degree, Economics Management, Psychology
John Messina's UBS Wealth Management Experience July 2014 - Present
Job AML Surveillance at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2014 - Present
American Mortgage Consultants, Inc. August 2011 - July 2014
Citibank April 2005 - March 2009
Prudential Securities August 1980 - April 2005
Citibank May 1973 - March 1980
Skills
Series 7, AML, FINRA, OFAC, KYC, Series 24, Securities, Compliance, Auditing, Financial Services, Fixed Income, Financial Regulation, Internal Audit, Financial Risk, Retail Banking, Equities, Risk Assessment, Analysis, Investment Advisory
Education
Pace University 1972 — 1984
Bachelor of Business Administration, Accounting
Pace University - Lubin School of Business 1972 — 1984
BBA, Accounting
UBS Wealth Management July 2014 - Present
American Mortgage Consultants, Inc. August 2011 - July 2014
Citibank April 2005 - March 2009
Prudential Securities August 1980 - April 2005
Citibank May 1973 - March 1980
Skills
Series 7, AML, FINRA, OFAC, KYC, Series 24, Securities, Compliance, Auditing, Financial Services, Fixed Income, Financial Regulation, Internal Audit, Financial Risk, Retail Banking, Equities, Risk Assessment, Analysis, Investment Advisory
Education
Pace University 1972 — 1984
Bachelor of Business Administration, Accounting
Pace University - Lubin School of Business 1972 — 1984
BBA, Accounting
Barbara E. Taylor's UBS Wealth Management Experience February 2007 - Present
Job Retired Branch Examiner, Compliance at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2007 - Present
McDonald Investments August 1992 - February 2007
Education
Ohio University
Texas A&M University
UBS Wealth Management February 2007 - Present
McDonald Investments August 1992 - February 2007
Education
Ohio University
Texas A&M University
Jeff Millard's UBS Wealth Management Experience March 2012 - May 2013
Job Evercore
Industry Investment Banking
Experience
AdSemble February 2015 - June 2015
Tesla Motors September 2014 - November 2014
UBS Wealth Management March 2012 - May 2013
Morgan Stanley December 2009 - January 2012
Morgan Stanley Smith Barney June 2006 - December 2008
Bank of America January 2005 - March 2006
Skills
Series 63, FINRA, Investments, Series 7, Wealth Management, Financial Services, Mutual Funds, Fixed Income, Portfolio Management, Management, Public Speaking, Team Building, Customer Service, Project Management, Social Networking
Education
St. John's College, Nottingham
Theology for Ministry, Theology
Cadiz High School
Nyack College
In Progress, Business/Psychology
AdSemble February 2015 - June 2015
Tesla Motors September 2014 - November 2014
UBS Wealth Management March 2012 - May 2013
Morgan Stanley December 2009 - January 2012
Morgan Stanley Smith Barney June 2006 - December 2008
Bank of America January 2005 - March 2006
Skills
Series 63, FINRA, Investments, Series 7, Wealth Management, Financial Services, Mutual Funds, Fixed Income, Portfolio Management, Management, Public Speaking, Team Building, Customer Service, Project Management, Social Networking
Education
St. John's College, Nottingham
Theology for Ministry, Theology
Cadiz High School
Nyack College
In Progress, Business/Psychology
Chris Callaghan's UBS Wealth Management Experience May 2005 - January 2009
Job Business Analyst at FactSet
Industry Investment Management
Experience
FactSet January 2011 - Present
UBS Wealth Management May 2005 - January 2009
Alliance Capital Management October 2003 - September 2004
Citigroup May 2003 - August 2003
Frank Crystal & Company 2000 - 2003
Skills
Wealth Management, Management, Investments, Equities, Portfolio Management, Trading, Bloomberg, Securities, Analysis, Investment Strategies, Hedge Funds, Insurance, Series 7, Asset Allocation, Financial Advisory, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Financial Markets, Financial Services, Valuation, Business Analysis, Finance, Mutual Funds
Education
Pace University 2003 — 2005
MBA, Financial Management
Siena College 1996 — 2000
BS, Marketing/Management
Mahopac High School 1992 — 1996
High School
FactSet January 2011 - Present
UBS Wealth Management May 2005 - January 2009
Alliance Capital Management October 2003 - September 2004
Citigroup May 2003 - August 2003
Frank Crystal & Company 2000 - 2003
Skills
Wealth Management, Management, Investments, Equities, Portfolio Management, Trading, Bloomberg, Securities, Analysis, Investment Strategies, Hedge Funds, Insurance, Series 7, Asset Allocation, Financial Advisory, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Financial Markets, Financial Services, Valuation, Business Analysis, Finance, Mutual Funds
Education
Pace University 2003 — 2005
MBA, Financial Management
Siena College 1996 — 2000
BS, Marketing/Management
Mahopac High School 1992 — 1996
High School
Rob Harty's UBS Wealth Management Experience February 2007 - June 2009
Job Vice President, Financial Advisor at a Southwest Securities firm
Industry Financial Services
Experience
Southwest Securities May 2012 - Present
Morgan Keegan June 2009 - May 2012
UBS Wealth Management February 2007 - June 2009
Skills
Insurance, Financial Analysis, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Securities, Investments, Retirement, Fixed Annuities
Education
Oregon State University 1985 — 1987
Master of Arts, Sociology
University of North Texas 1980 — 1985
Bachelor of Arts, Political Sciences
Southwest Securities May 2012 - Present
Morgan Keegan June 2009 - May 2012
UBS Wealth Management February 2007 - June 2009
Skills
Insurance, Financial Analysis, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Securities, Investments, Retirement, Fixed Annuities
Education
Oregon State University 1985 — 1987
Master of Arts, Sociology
University of North Texas 1980 — 1985
Bachelor of Arts, Political Sciences
Sam Asbeck's UBS Wealth Management Experience April 2009 - May 2010
Job BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
Omnicom Capital June 2010 - September 2013
UBS Wealth Management April 2009 - May 2010
Skills
Budgets, Project Management, Leadership, Bloomberg, Public Speaking, Financial Analysis, Microsoft Excel, Time Management, Business Development, Process Improvement, Forecasting, Risk Management, Finance, PowerPoint, Team Leadership, Business Strategy, Financial Reporting, Accounting, Data Analysis, Analysis, Strategic Financial..., Sarbanes-Oxley Act
Education
Pace University
Finance
BlackRock September 2013 - Present
Omnicom Capital June 2010 - September 2013
UBS Wealth Management April 2009 - May 2010
Skills
Budgets, Project Management, Leadership, Bloomberg, Public Speaking, Financial Analysis, Microsoft Excel, Time Management, Business Development, Process Improvement, Forecasting, Risk Management, Finance, PowerPoint, Team Leadership, Business Strategy, Financial Reporting, Accounting, Data Analysis, Analysis, Strategic Financial..., Sarbanes-Oxley Act
Education
Pace University
Finance
Ric Watton's UBS Wealth Management Experience 2006 - 2009
Job Private Wealth Advisor The Premier Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch 2009 - 2014
UBS Wealth Management 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1996 - 2003
Bank of America 1990 - 1996
Education
Northwood University 1981 — 1985
BBA, Marketing and Management
Northwestern University
Graduate of ABA-sponsored National Graduate Trust School Program
University of Notre Dame
Graduate of Cannon Trust School Program
Merrill Lynch 2009 - 2014
UBS Wealth Management 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1996 - 2003
Bank of America 1990 - 1996
Education
Northwood University 1981 — 1985
BBA, Marketing and Management
Northwestern University
Graduate of ABA-sponsored National Graduate Trust School Program
University of Notre Dame
Graduate of Cannon Trust School Program
Jerry Machenheimer's UBS Wealth Management Experience April 2006 - May 2007
Job Owner at Banasch's Fabrics
Industry Consumer Services
Experience
Banasch's Fabrics October 2009 - Present
Cintas May 2007 - April 2010
UBS Wealth Management April 2006 - May 2007
Amerigroup Financial September 2004 - April 2006
Banaschs November 2001 - September 2004
Fidelity Mortgage May 1998 - November 2001
Convergys 1996 - May 1998
Education
Northern Kentucky University 1988 — 1993
Bachelor, Business Management
Banasch's Fabrics October 2009 - Present
Cintas May 2007 - April 2010
UBS Wealth Management April 2006 - May 2007
Amerigroup Financial September 2004 - April 2006
Banaschs November 2001 - September 2004
Fidelity Mortgage May 1998 - November 2001
Convergys 1996 - May 1998
Education
Northern Kentucky University 1988 — 1993
Bachelor, Business Management
Patrick Jung's UBS Wealth Management Experience August 2008 - February 2009
Job Experienced Business/Finance professional currently pursuing a degree in Accountancy
Industry Financial Services
Experience
McGladrey January 2014 - April 2014
PNC Mortgage August 2011 - June 2012
Houghton Mifflin Harcourt August 2010 - June 2011
PRGX April 2010 - July 2010
Honda Financial Services June 2009 - March 2010
UBS Wealth Management August 2008 - February 2009
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Spanish, Accounting, Tax Preparation
Education
Northern Illinois University 2013 — 2014
Bachelor's Degree, Accountancy
University of Illinois at Chicago 2003 — 2009
Bachelor of Science, Finance
Glenbrook North 1999 — 2003
High School
McGladrey January 2014 - April 2014
PNC Mortgage August 2011 - June 2012
Houghton Mifflin Harcourt August 2010 - June 2011
PRGX April 2010 - July 2010
Honda Financial Services June 2009 - March 2010
UBS Wealth Management August 2008 - February 2009
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Spanish, Accounting, Tax Preparation
Education
Northern Illinois University 2013 — 2014
Bachelor's Degree, Accountancy
University of Illinois at Chicago 2003 — 2009
Bachelor of Science, Finance
Glenbrook North 1999 — 2003
High School
Valentina Vulcu's UBS Wealth Management Experience June 2009 - August 2009
Job Associate at Epsilon Economics
Industry Legal Services
Experience
Epsilon Economics June 2015 - Present
Navigant Economics September 2014 - May 2015
Navigant Economics September 2012 - August 2014
Navigant Economics October 2010 - August 2012
UBS Wealth Management June 2009 - August 2009
I Want to Walk the Talk Chicago April 2009 - June 2009
Legal Documents Management June 2007 - August 2007
Fred Astaire Ballroom Dance Studio August 2005 - May 2006
Skills
Economics, Valuation, Econometrics, Financial Modeling, Corporate Finance, Data Analysis, Business Valuation, Stata, SAS, Quantitative Analytics, Statistics, Analytics, Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
BS, Economics, Mathematics
Epsilon Economics June 2015 - Present
Navigant Economics September 2014 - May 2015
Navigant Economics September 2012 - August 2014
Navigant Economics October 2010 - August 2012
UBS Wealth Management June 2009 - August 2009
I Want to Walk the Talk Chicago April 2009 - June 2009
Legal Documents Management June 2007 - August 2007
Fred Astaire Ballroom Dance Studio August 2005 - May 2006
Skills
Economics, Valuation, Econometrics, Financial Modeling, Corporate Finance, Data Analysis, Business Valuation, Stata, SAS, Quantitative Analytics, Statistics, Analytics, Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
BS, Economics, Mathematics
Robert C Valdivieso's UBS Wealth Management Experience August 2007 - November 2014
Job Risk & Compliance Manager for Broker/Dealer and affiliate entities.
Industry Financial Services
Experience
Respect to the Nature of things May 2015 - August 2015
UBS Wealth Management August 2007 - November 2014
Merrill Lynch July 2006 - August 2007
Merrill Lynch July 2003 - October 2006
Skills
Investments, Portfolio Management, Banking, Wealth Management, Equities, Finance, Financial Analysis, Management, Leadership, Project Management, Fixed Income, Customer Service, Operations Management, Mutual Funds, Risk Management, Financial Risk, Analysis, Capital Markets, Financial Regulation, Team Leadership, Operational Risk..., Staff Development, Equity Trading, FX Trading, Derivatives Trading, Supervisory Skills, Relationship Management, Series 7, 66, 3, 9 & 10, Asset Management, Financial Services, CRM
Education
Pace University 2000 — 2003
Master of Business Administration (M.B.A.), Financial Management & International Business
Respect to the Nature of things May 2015 - August 2015
UBS Wealth Management August 2007 - November 2014
Merrill Lynch July 2006 - August 2007
Merrill Lynch July 2003 - October 2006
Skills
Investments, Portfolio Management, Banking, Wealth Management, Equities, Finance, Financial Analysis, Management, Leadership, Project Management, Fixed Income, Customer Service, Operations Management, Mutual Funds, Risk Management, Financial Risk, Analysis, Capital Markets, Financial Regulation, Team Leadership, Operational Risk..., Staff Development, Equity Trading, FX Trading, Derivatives Trading, Supervisory Skills, Relationship Management, Series 7, 66, 3, 9 & 10, Asset Management, Financial Services, CRM
Education
Pace University 2000 — 2003
Master of Business Administration (M.B.A.), Financial Management & International Business
Justin Hugh's UBS Wealth Management Experience April 2007 - May 2013
Job Senior BA/PM
Industry Information Technology and Services
Experience
NICE Actimize September 2014 - Present
Avon June 2013 - July 2014
UBS Wealth Management April 2007 - May 2013
ACS April 1997 - April 2007
US Trust 1994 - 1997
Skills
PMO, Offshoring, SDLC, Business Analysis, Vendor Management, Consulting, Requirements Analysis, Requirements Gathering, Visio, Business Process..., Process Improvement, Software Project..., Project Management, Business Process..., IT Strategy
Education
Pace University 1985 — 1994
BBA, Management Information Systems
FDR High School 1982 — 1984
NICE Actimize September 2014 - Present
Avon June 2013 - July 2014
UBS Wealth Management April 2007 - May 2013
ACS April 1997 - April 2007
US Trust 1994 - 1997
Skills
PMO, Offshoring, SDLC, Business Analysis, Vendor Management, Consulting, Requirements Analysis, Requirements Gathering, Visio, Business Process..., Process Improvement, Software Project..., Project Management, Business Process..., IT Strategy
Education
Pace University 1985 — 1994
BBA, Management Information Systems
FDR High School 1982 — 1984
Jonathan DiMola's UBS Wealth Management Experience January 2008 - June 2008
Job Middle Office Analyst at PineBridge Investments
Industry Investment Banking
Experience
PineBridge Investments January 2014 - Present
SAC Capital October 2011 - January 2014
NYSE Euronext September 2010 - January 2011
Sheffield Haworth April 2010 - July 2010
General Society of Mechanics and Tradesmen September 2008 - January 2009
UBS Wealth Management January 2008 - June 2008
Skills
Equities, Finance, Bloomberg, Bloomberg Terminal, Asset Allocation, Investment Management, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Fixed Income, Valuation, Middle Office
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance and Accounting
Pace University 2007 — 2011
BBA, Finance and Accounting
PineBridge Investments January 2014 - Present
SAC Capital October 2011 - January 2014
NYSE Euronext September 2010 - January 2011
Sheffield Haworth April 2010 - July 2010
General Society of Mechanics and Tradesmen September 2008 - January 2009
UBS Wealth Management January 2008 - June 2008
Skills
Equities, Finance, Bloomberg, Bloomberg Terminal, Asset Allocation, Investment Management, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Fixed Income, Valuation, Middle Office
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance and Accounting
Pace University 2007 — 2011
BBA, Finance and Accounting
Grant Soderberg's UBS Wealth Management Experience June 2007 - April 2009
Job Managing Director CFO for Square Deal Capital
Industry Investment Management
Experience
Square Deal Captital October 2013 - Present
Oklahoma Teachers Retirement System December 2011 - October 2013
Ducere Capital Partners April 2009 - December 2011
UBS Wealth Management June 2007 - April 2009
Skills
Private Equity, Venture Capital, Investments, Due Diligence, Alternative Investments, Start-ups, Microsoft Office, Real Estate, Asset Allocation, Investment Strategies, Microsoft Excel, Equities
Education
Oklahoma City University
BS, Political Science
Texas A&M University
Political Science and Government
Square Deal Captital October 2013 - Present
Oklahoma Teachers Retirement System December 2011 - October 2013
Ducere Capital Partners April 2009 - December 2011
UBS Wealth Management June 2007 - April 2009
Skills
Private Equity, Venture Capital, Investments, Due Diligence, Alternative Investments, Start-ups, Microsoft Office, Real Estate, Asset Allocation, Investment Strategies, Microsoft Excel, Equities
Education
Oklahoma City University
BS, Political Science
Texas A&M University
Political Science and Government
Brett Sierakowski, CFA's UBS Wealth Management Experience October 2008 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS March 2013 - Present
UBS Wealth Management October 2008 - Present
UBS Wealth Management October 2007 - October 2008
Education
Northern Illinois University 2002 — 2006
BS, Finance
UBS March 2013 - Present
UBS Wealth Management October 2008 - Present
UBS Wealth Management October 2007 - October 2008
Education
Northern Illinois University 2002 — 2006
BS, Finance
William Gómez-Möller's UBS Wealth Management Experience August 2014 - Present
Job Analyst
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
PEAK6 Advisors LLC July 2012 - July 2014
UBS Global Asset Management June 2011 - August 2011
Robeco June 2010 - August 2010
Skills
Spanish-speaking, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Financial Modeling, Social Media, Microsoft Office, Economics, Financial Analysis, Facebook, Data Analysis, Equities, Research, Social Media Marketing, Bloomberg Terminal, Investments, Marketing
Education
Northwestern University 2008 — 2012
Psychology
Belen Jesuit Preparatory School 2001 — 2008
UBS Wealth Management August 2014 - Present
PEAK6 Advisors LLC July 2012 - July 2014
UBS Global Asset Management June 2011 - August 2011
Robeco June 2010 - August 2010
Skills
Spanish-speaking, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Financial Modeling, Social Media, Microsoft Office, Economics, Financial Analysis, Facebook, Data Analysis, Equities, Research, Social Media Marketing, Bloomberg Terminal, Investments, Marketing
Education
Northwestern University 2008 — 2012
Psychology
Belen Jesuit Preparatory School 2001 — 2008
Hugh Breslin's UBS Wealth Management Experience February 2009 - Present
Job Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Bank of America January 2001 - January 2009
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MMM, Business
University of Notre Dame 1983 — 1987
BBA, Business Administration
Delbarton High School 1980 — 1983
UBS Wealth Management February 2009 - Present
Bank of America January 2001 - January 2009
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MMM, Business
University of Notre Dame 1983 — 1987
BBA, Business Administration
Delbarton High School 1980 — 1983
David Waddle's UBS Wealth Management Experience January 2000 - January 2009
Job Senior Vice President Investments at Emerald Coast Wealth Advisors of Raymond James & Associates
Industry Financial Services
Experience
Emerald Coast Wealth Advisors of Raymond James & Associates January 2009 - Present
UBS Wealth Management January 2000 - January 2009
PaineWebber Financial Services February 1991 - January 2000
Skills
Portfolio Management, Portfolio Construction, Technical Analysis, Fundamental Analysis, Retirement Planning, Wealth Management, Series 7, Investments, Equities, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies
Education
Virginia Commonwealth University 1970 — 1974
Philosophy
Northern Arizona University 1969 — 1970
Philosophy
Emerald Coast Wealth Advisors of Raymond James & Associates January 2009 - Present
UBS Wealth Management January 2000 - January 2009
PaineWebber Financial Services February 1991 - January 2000
Skills
Portfolio Management, Portfolio Construction, Technical Analysis, Fundamental Analysis, Retirement Planning, Wealth Management, Series 7, Investments, Equities, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies
Education
Virginia Commonwealth University 1970 — 1974
Philosophy
Northern Arizona University 1969 — 1970
Philosophy
Alex Kaminsky's UBS Wealth Management Experience June 2006 - May 2011
Job Application support and developer at Stroz Friedberg, LLC
Industry Financial Services
Experience
Stroz Friedberg, LLC June 2011 - Present
UBS Wealth Management June 2006 - May 2011
Education
Pace University
BS, computer science
Stroz Friedberg, LLC June 2011 - Present
UBS Wealth Management June 2006 - May 2011
Education
Pace University
BS, computer science
Charley Liu's UBS Wealth Management Experience June 2012 - August 2012
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2014 - Present
Bond Companies July 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Skills
Data Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Economics, Financial Modeling, Social Media, Statistics, Financial Analysis, Stata, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of Virginia 2013 — 2014
Master of Science (MS), Finance
Northwestern University 2009 — 2013
BA, Mathematics & Economics, Kellogg Financial Economics Certificate
Ward Melville High School 2007 — 2009
High School Diploma
Oppenheimer & Co. Inc. August 2014 - Present
Bond Companies July 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Skills
Data Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Economics, Financial Modeling, Social Media, Statistics, Financial Analysis, Stata, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of Virginia 2013 — 2014
Master of Science (MS), Finance
Northwestern University 2009 — 2013
BA, Mathematics & Economics, Kellogg Financial Economics Certificate
Ward Melville High School 2007 — 2009
High School Diploma
Srinath Vaddepalli's UBS Wealth Management Experience January 2009 - October 2009
Job Informatica Lead at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management March 2011 - Present
Bank of America September 2010 - March 2011
Barclays Capital October 2009 - September 2010
UBS Wealth Management January 2009 - October 2009
Credit Suisse May 2004 - December 2008
Tekmark Global Solutions 2001 - 2003
Education
Osmania University 1991 — 1995
BE, Civil
Osmania University 1991 — 1995
BE
Morgan Stanley Wealth Management March 2011 - Present
Bank of America September 2010 - March 2011
Barclays Capital October 2009 - September 2010
UBS Wealth Management January 2009 - October 2009
Credit Suisse May 2004 - December 2008
Tekmark Global Solutions 2001 - 2003
Education
Osmania University 1991 — 1995
BE, Civil
Osmania University 1991 — 1995
BE
Hanchen Wang's UBS Wealth Management Experience June 2012 - May 2013
Job Investment Management Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Northwestern University January 2013 - June 2014
Goldman Sachs June 2013 - August 2013
UBS Wealth Management June 2012 - May 2013
Northwestern University Kellogg School of Business March 2011 - June 2011
Singapore Police Force January 2008 - December 2009
Education
Northwestern University 2010 — 2014
B.A/B.S. Double Degree Program, Mathematical Methods in Social Sciences and Economics; Electrical Engineering, 3.780
Raffles Junior College 2006 — 2007
Singapore-Cambridge GCE Advanced Level, Pre-University, 7 Distinctions
Goldman Sachs July 2014 - Present
Northwestern University January 2013 - June 2014
Goldman Sachs June 2013 - August 2013
UBS Wealth Management June 2012 - May 2013
Northwestern University Kellogg School of Business March 2011 - June 2011
Singapore Police Force January 2008 - December 2009
Education
Northwestern University 2010 — 2014
B.A/B.S. Double Degree Program, Mathematical Methods in Social Sciences and Economics; Electrical Engineering, 3.780
Raffles Junior College 2006 — 2007
Singapore-Cambridge GCE Advanced Level, Pre-University, 7 Distinctions
Eric Cortellessa's UBS Wealth Management Experience May 2013 - August 2013
Job Journalist with The Times of Israel
Industry Writing and Editing
Experience
The Times Of Israel June 2015 - Present
Brian Frosh for Attorney General February 2014 - June 2014
The Spectrum Newspaper, University at Buffalo April 2013 - December 2013
Mortar Board National College Senior Honor Society April 2013 - December 2013
U.S. House of Representatives August 2013 - August 2013
UBS Wealth Management May 2013 - August 2013
The Spectrum Newspaper, University at Buffalo January 2013 - April 2013
Vector Marketing September 2009 - May 2010
Vector Marketing July 2009 - September 2009
United States Senate May 2008 - August 2008
Skills
Social Media, Public Speaking, Leadership, News Writing, Social Networking, Editing, Politics, Creative Writing, Sales, Facebook, Journalism, PowerPoint, Cold Calling, Opinion Writing, Outlook, Direct Sales, Sales Presentations, Marketing, Social Media Marketing, Newspapers, Film Criticism, Outside Sales, Event Planning, Salesforce.com, Customer Retention, Time Management, Management, Marketing Communications, Advertising, Writing, Public Policy, Government
Education
Northwestern University 2014 — 2015
Master's Degree, Medill School of Journalism
University at Buffalo 2009 — 2013
Bachelor's Degree, English and Philosophy, High Honors
DeMatha Catholic High School 2007 — 2009
The Times Of Israel June 2015 - Present
Brian Frosh for Attorney General February 2014 - June 2014
The Spectrum Newspaper, University at Buffalo April 2013 - December 2013
Mortar Board National College Senior Honor Society April 2013 - December 2013
U.S. House of Representatives August 2013 - August 2013
UBS Wealth Management May 2013 - August 2013
The Spectrum Newspaper, University at Buffalo January 2013 - April 2013
Vector Marketing September 2009 - May 2010
Vector Marketing July 2009 - September 2009
United States Senate May 2008 - August 2008
Skills
Social Media, Public Speaking, Leadership, News Writing, Social Networking, Editing, Politics, Creative Writing, Sales, Facebook, Journalism, PowerPoint, Cold Calling, Opinion Writing, Outlook, Direct Sales, Sales Presentations, Marketing, Social Media Marketing, Newspapers, Film Criticism, Outside Sales, Event Planning, Salesforce.com, Customer Retention, Time Management, Management, Marketing Communications, Advertising, Writing, Public Policy, Government
Education
Northwestern University 2014 — 2015
Master's Degree, Medill School of Journalism
University at Buffalo 2009 — 2013
Bachelor's Degree, English and Philosophy, High Honors
DeMatha Catholic High School 2007 — 2009
Bancroft Mair's UBS Wealth Management Experience August 2011 - Present
Job SCCM Administrator at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management August 2011 - Present
ING Investment Management April 2010 - February 2011
ACS, Inc - A Xerox Company March 2006 - April 2010
Jacobi Medical Center April 2001 - March 2006
Barnes and Noble June 2000 - April 2001
US Navy February 1988 - February 2000
Skills
Active Directory, Servers
Education
American Intercontinental University 2004 — 2005
BS - Information Technology Management, Information Technology
Old Dominion University 1989 — 1990
No, Mechanical Engineering
Rensselaer Polytechnic Institute 1983 — 1986
No, Mechanical Engineering; Aeronautical Engineering
UBS Wealth Management August 2011 - Present
ING Investment Management April 2010 - February 2011
ACS, Inc - A Xerox Company March 2006 - April 2010
Jacobi Medical Center April 2001 - March 2006
Barnes and Noble June 2000 - April 2001
US Navy February 1988 - February 2000
Skills
Active Directory, Servers
Education
American Intercontinental University 2004 — 2005
BS - Information Technology Management, Information Technology
Old Dominion University 1989 — 1990
No, Mechanical Engineering
Rensselaer Polytechnic Institute 1983 — 1986
No, Mechanical Engineering; Aeronautical Engineering
Gregory Groves's UBS Wealth Management Experience September 2012 - June 2013
Job Associate at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
UBS Wealth Management September 2012 - June 2013
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Pennsylvania College of Optometry 2009 — 2011
Optometry
West Virginia Wesleyan College 2005 — 2009
Bachelor of Science (BS), Biology/Biological Sciences, General
UBS June 2013 - Present
UBS Wealth Management September 2012 - June 2013
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Pennsylvania College of Optometry 2009 — 2011
Optometry
West Virginia Wesleyan College 2005 — 2009
Bachelor of Science (BS), Biology/Biological Sciences, General
I Bukhvalova's UBS Wealth Management Experience May 2001 - February 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
IB Software Corp March 2010 - Present
IB Software Corp 2010 - Present
UBS Wealth Management May 2001 - February 2010
Prudential Securities January 1997 - May 2001
Education
Pace University
Master of Science (MS), Computer Science
IB Software Corp March 2010 - Present
IB Software Corp 2010 - Present
UBS Wealth Management May 2001 - February 2010
Prudential Securities January 1997 - May 2001
Education
Pace University
Master of Science (MS), Computer Science
Matt Roseberry's UBS Wealth Management Experience June 2011 - August 2011
Job Contract Management Advisor at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health June 2014 - Present
UBS Wealth Management June 2011 - August 2011
Vector Marketing April 2010 - April 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Research, Event Planning, Public Speaking, Social Media, Marketing, Sales
Education
Ohio University 2011 — 2013
Bachelor of Science (BS), Organizational Communication, General
Cardinal Health June 2014 - Present
UBS Wealth Management June 2011 - August 2011
Vector Marketing April 2010 - April 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Research, Event Planning, Public Speaking, Social Media, Marketing, Sales
Education
Ohio University 2011 — 2013
Bachelor of Science (BS), Organizational Communication, General
Christopher Cirillo's UBS Wealth Management Experience June 2014 - October 2014
Job Specialized Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
UBS Wealth Management June 2014 - October 2014
Duke University August 2009 - April 2013
Skills
Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Data Analysis, Management, English, Market Research, Windows 7, Financial Analysis, Strategic Thinking, Competitive Analysis, Teamwork
Education
Duke University 2009 — 2013
Bachelor of Science, Economics (BS)
Old Dominion University
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments March 2015 - Present
UBS Wealth Management June 2014 - October 2014
Duke University August 2009 - April 2013
Skills
Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Data Analysis, Management, English, Market Research, Windows 7, Financial Analysis, Strategic Thinking, Competitive Analysis, Teamwork
Education
Duke University 2009 — 2013
Bachelor of Science, Economics (BS)
Old Dominion University
Bachelor of Business Administration (B.B.A.), Finance, General
Keon Chung's UBS Wealth Management Experience January 2012 - May 2012
Job Economist
Industry Banking
Experience
UBS Wealth Management January 2012 - May 2012
Skills
Microsoft Office, Economics, Research, Public Speaking, English, Banking, Stata, Analysis, Teamwork, Financial Analysis
Education
Pace University 2009 — 2013
Bachelor of Science (BS), Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Economics
UBS Wealth Management January 2012 - May 2012
Skills
Microsoft Office, Economics, Research, Public Speaking, English, Banking, Stata, Analysis, Teamwork, Financial Analysis
Education
Pace University 2009 — 2013
Bachelor of Science (BS), Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Economics
Reanna Durbin's UBS Wealth Management Experience September 2015 - Present
Job Geesman Wealth Management Intern
Industry Financial Services
Experience
UBS Wealth Management September 2015 - Present
Segal Design Institute June 2014 - September 2014
Northwestern University, Department of Biomedical Engineering September 2013 - August 2014
Collins Engineers, Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Windows, English, Teamwork, Leadership, Statistics, Social Media, Python, Analysis, Editing, Teaching
Education
Northwestern University 2012 — 2016
Bachelor of Science (BS), Biomedical Engineering, Senior
Lake Forest High School 2008 — 2012
UBS Wealth Management September 2015 - Present
Segal Design Institute June 2014 - September 2014
Northwestern University, Department of Biomedical Engineering September 2013 - August 2014
Collins Engineers, Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Windows, English, Teamwork, Leadership, Statistics, Social Media, Python, Analysis, Editing, Teaching
Education
Northwestern University 2012 — 2016
Bachelor of Science (BS), Biomedical Engineering, Senior
Lake Forest High School 2008 — 2012
Kevin Karas's UBS Wealth Management Experience June 2015 - Present
Job Financial Services Intern at UBS Wealth Management
Industry Investment Banking
Experience
UBS Wealth Management June 2015 - Present
American Marketing Association - NIU Chapter April 2015 - Present
Zoup! Fresh Soup Company June 2013 - November 2013
NIU Housing and Dining September 2012 - May 2013
Skills
Microsoft Excel, Microsoft Access, Microsoft Powerpoint, Microsoft Office, Microsoft Word, Customer Service, Customer Satisfaction, Bookkeeping, Audio Engineering, Audio Post Production, Electronic Music, Access, Entrepreneurship, Time Management, PowerPoint, Data Entry, Facebook, Leadership, Retail
Education
Northern Illinois University 2012 — 2016
Bachelor of Science (B.S.), Finance, General
UBS Wealth Management June 2015 - Present
American Marketing Association - NIU Chapter April 2015 - Present
Zoup! Fresh Soup Company June 2013 - November 2013
NIU Housing and Dining September 2012 - May 2013
Skills
Microsoft Excel, Microsoft Access, Microsoft Powerpoint, Microsoft Office, Microsoft Word, Customer Service, Customer Satisfaction, Bookkeeping, Audio Engineering, Audio Post Production, Electronic Music, Access, Entrepreneurship, Time Management, PowerPoint, Data Entry, Facebook, Leadership, Retail
Education
Northern Illinois University 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Joseph Katelman's UBS Wealth Management Experience June 2004 - August 2004
Job Fixed Income Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2010 - Present
Prudential Capital Group June 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - August 2006
UBS Wealth Management June 2004 - August 2004
Skills
Financial Modeling, Investments, Fixed Income, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, International Business, and Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Accounting
Principal Global Investors June 2010 - Present
Prudential Capital Group June 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - August 2006
UBS Wealth Management June 2004 - August 2004
Skills
Financial Modeling, Investments, Fixed Income, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, International Business, and Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Accounting
Josh Reiss's UBS Wealth Management Experience January 2014 - June 2014
Job Associate at Sussex Economic Advisors, LLC
Industry Financial Services
Experience
Boardwalk Properties November 2013 - Present
Sussex Economic Advisors, LLC January 2015 - June 2015
UBS Wealth Management January 2014 - June 2014
Hartford Golf Club April 2009 - August 2013
Reiss Landscaping March 2008 - August 2012
Skills
Real Estate, Investments, Real Estate Transactions, Finance, Sales, Marketing, Microsoft Excel, Customer Service, Leadership, Marketing Strategy, Negotiation, Strategic Planning, Social Media Marketing, PowerPoint
Education
Northeastern University 2012 — 2017
Bachelor's degree, Finance and Entrepreneurship
Boardwalk Properties November 2013 - Present
Sussex Economic Advisors, LLC January 2015 - June 2015
UBS Wealth Management January 2014 - June 2014
Hartford Golf Club April 2009 - August 2013
Reiss Landscaping March 2008 - August 2012
Skills
Real Estate, Investments, Real Estate Transactions, Finance, Sales, Marketing, Microsoft Excel, Customer Service, Leadership, Marketing Strategy, Negotiation, Strategic Planning, Social Media Marketing, PowerPoint
Education
Northeastern University 2012 — 2017
Bachelor's degree, Finance and Entrepreneurship
Fabiola Gonzalez Espinoza's UBS Wealth Management Experience September 2009 - December 2009
Job at
Industry
Experience
HomeServe USA September 2014 - Present
Members Credit Union 2010 - August 2014
UBS Wealth Management September 2009 - December 2009
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor's Degree, Major:International Management/Minor:French Studies
Norwalk Community College 2007 — 2010
Associate's Degree, Business Admistration
Pontificia Universidad Católica del Perú 2003 — 2006
Industrial Engineering
HomeServe USA September 2014 - Present
Members Credit Union 2010 - August 2014
UBS Wealth Management September 2009 - December 2009
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor's Degree, Major:International Management/Minor:French Studies
Norwalk Community College 2007 — 2010
Associate's Degree, Business Admistration
Pontificia Universidad Católica del Perú 2003 — 2006
Industrial Engineering