UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Ian Seeram Ian Seeram New York, New York Details
Ian Seeram's UBS Wealth Management Experience September 2006 - November 2007
Job Inventory Manager at AMC Networks
Industry Online Media
Experience
AMC Networks  September 2013 - Present
Turner Sports  January 2011 - September 2013
Time Inc.  September 2008 - December 2010
Neo@Ogilvy  March 2008 - August 2008
UBS Wealth Management   September 2006 - November 2007

Skills
Digital Media, Advertising, Strategy, Analytics, Digital Strategy, Marketing, Project Planning, Digital Marketing, Strategic Planning, Project Management, Pricing Strategy, Yield Management, Inventory Management, Revenue Forecasting, Financial Modeling, Business Strategy, Advertising Sales, Budgeting, Corporate Finance, Mobile Advertising, Business Process..., Sports

Education
Pace University - Lubin School of Business   2005 — 2008
Bachelor of Business Administration (BBA), Finance

Kyle Wesley Kyle Wesley Charlotte, North Carolina Details
Kyle Wesley's UBS Wealth Management Experience October 2012 - April 2014
Job Senior Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2014 - Present
UBS Wealth Management   October 2012 - April 2014
TD  May 2012 - October 2012

Skills
Trading, Mutual Funds, Financial Services, Microsoft Word, Bloomberg, Customer Service

Education
Penn State University   2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies

Penn State University   2007 — 2011
Bachelor of Science (B.S.), Finance, General

Penn State University   2007 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature

Kristen Power Kristen Power Basking Ridge, New Jersey Details
Kristen Power's UBS Wealth Management Experience 2015 - Present
Job Summer Analyst at UBS Wealth Management
Industry
Experience
UBS Wealth Management   2015 - Present
Atlas College Marketing Group (AT&T)   September 2013 - Present
Compass Group  August 2010 - March 2013
Huntsworth Health  2013 - 2013

Skills
Microsoft Excel, Microsoft Word, Communication, Writing, PowerPoint, Social Media, Leadership, Research

Education
Penn State University   2012 — 2016

Ridge High School   2008 — 2012

Dmitriy Polishchuk Dmitriy Polishchuk Greater New York City Area Details
Dmitriy Polishchuk's UBS Wealth Management Experience December 2006 - April 2011
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  August 2014 - Present
ICAP  December 2013 - July 2014
Morgan Stanley  December 2011 - December 2013
Ernst & Young  April 2011 - December 2011
UBS Wealth Management   December 2006 - April 2011

Skills
Payroll, HR Transformation, PeopleSoft, Accountng, Shared Services, Asset Managment, Alternative Investments, Private Equity, MS Office, Account Reconciliation, Payroll Taxes, Fund Of Funds, Asset Management, ADP Payroll, Risk Management, Financial Services, Accounting, Financial Analysis, Analysis

Education
Pace University - Lubin School of Business   2001 — 2006
Bachelor of Business Administration (B.B.A.), Public Accounting, 3.2

Becker CPA Cources

Sara Wehmeyer Sara Wehmeyer Boca Raton, Florida Details
Sara Wehmeyer's UBS Wealth Management Experience June 2012 - August 2015
Job Head of Human Resources at Incapital
Industry Investment Banking
Experience
Incapital  August 2015 - Present
UBS Wealth Management   June 2012 - August 2015
UBS Wealth Management   2009 - July 2012
UBS Wealth Management   2007 - 2009
UBS Wealth Management   2005 - 2007
UBS Wealth Management   2003 - 2005
UBS Wealth Management   2001 - 2003
UBS Wealth Management   1999 - 2001

Skills
Talent Management, Employee Engagement, Human Resources, Recruiting, Personnel Management, Employee Benefits, Wealth Management, Financial Services, Series 7, Succession Planning, Change Management, Series 63, Performance Management, Leadership Development, Equities

Education
Penn State University   1995 — 1999
BA, Public Relations, Business/Economics

Jordan Berstein Jordan Berstein Greater Philadelphia Area Details
Jordan Berstein's UBS Wealth Management Experience June 2014 - August 2014
Job UBS Wealth Management GTP
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - August 2014
GE Capital  January 2013 - July 2013
Merrill Lynch  June 2012 - August 2012
Image First   February 2010 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Management, Finance

Education
Penn State University   2010 — 2014
Intended BS, Finance, General

Radnor High School   2006 — 2010

Ryan Talks Ryan Talks West Palm Beach, Florida Details
Ryan Talks's UBS Wealth Management Experience September 2011 - May 2012
Job Web Developer at HedgeCo Website Creation
Industry Computer Software
Experience
HedgeCo Website Creation   September 2013 - Present
Economic Development Research Institute (EDRI)   June 2012 - August 2012
UBS Wealth Management   September 2011 - May 2012

Skills
HTML, SQL, Databases, Web Services

Education
Palm Beach Atlantic University   2009 — 2013
Bachelor of Science (B.S.), Computer Science

Mitchell Dorfman, CFP Mitchell Dorfman, CFP Denville, New Jersey Details
Mitchell Dorfman, CFP's UBS Wealth Management Experience April 2000 - August 2004
Job Managing Principal at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  September 2004 - Present
UBS Wealth Management   April 2000 - August 2004
J.B. Hanauer @ Co.   January 1982 - March 2000

Skills
Certified Financial..., Series 7, Retirement Planning, Wealth Management, Investments, Investment Advisory, Securities, Series 63, Mutual Funds, Asset Allocation, Portfolio Management, Retirement, Asset Management, Series 24, Series 65, MSRB

Education
Temple University - Fox School of Business and Management   1978 — 1980
Master of Business Administration (MBA), Finance & Marketing

Penn State University   1974 — 1978
Bachelor of Science (B.S.), Biology, General

Hina Class Hina Class Houston, Texas Area Details
Hina Class's UBS Wealth Management Experience August 2011 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2011 - Present
JP Morgan  April 2010 - June 2011
Citibank, Smith Barney HomeLoan Program   February 2005 - March 2010
Morgan Stanley Smith Barney (Citi Smith Barney legacy)   February 2005 - March 2010

Education
Sam Houston State University   1996 — 1998
MBA, Management & International Business

Penn State University   1989 — 1993
BA, Political Science

Christopher J. Bruno Christopher J. Bruno New York, New York Details
Christopher J. Bruno's UBS Wealth Management Experience May 2009 - September 2009
Job AVP Forward FX G10 at ICAP
Industry Financial Services
Experience
ICAP  November 2011 - Present
ICAP  June 2011 - November 2011
Junior Achievement of New York  September 2010 - May 2011
ICAP  June 2010 - August 2010
Merrill Lynch  January 2010 - May 2010
UBS Wealth Management   May 2009 - September 2009
UBS Wealth Management   January 2009 - May 2009
Barclays Capital  September 2008 - December 2008
Lehman Brothers  September 2007 - September 2008

Skills
Liquidity, Market Analysis, Currency, FX, Financial Markets, Series 7, Bloomberg, Excel, FX Options, Financial Modeling, Microsoft Excel, Portfolio Management, Investments

Education
Pace University - Lubin School of Business   2007 — 2011
BBA, Finance

New York University - Leonard N. Stern School of Business   2009 — 2009
Study Abroad, Finance

University of London   2009 — 2009
Study Abroad, Finance

Tenafly High School   2003 — 2007

Christie Hrozenchik Christie Hrozenchik Greater New York City Area Details
Christie Hrozenchik's UBS Wealth Management Experience June 2013 - August 2013
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan Chase   2014 - Present
NBCUniversal, Inc.   January 2014 - June 2014
NBCUniversal, Inc.   September 2013 - December 2013
UBS Wealth Management   June 2013 - August 2013
The Trust for Public Land  June 2010 - August 2010
Apple  March 2009 - June 2009
Citi  June 2008 - August 2008
UBS  July 2007 - August 2007

Skills
PowerPoint, Project Management, Analytics, Customer Service, Microsoft Excel, Microsoft Office, Networking, Research, Windows, Financial Analysis

Education
Pace University - Lubin School of Business   2009 — 2013

High School of Economics and Finance   2005 — 2009

P.S 19

Amato Zarro Amato Zarro Palm Beach, Florida Details
Amato Zarro's UBS Wealth Management Experience September 2012 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management   September 2012 - Present
Merrill Lynch  May 2012 - August 2012

Education
Palm Beach Atlantic University   2014 — 2016
Master of Business Administration (M.B.A.)

Palm Beach Atlantic University   2010 — 2013
Bachelor of Science (BS), Accounting and Finance

Richard Kemp Richard Kemp Wilmington, Delaware Details
Richard Kemp's UBS Wealth Management Experience April 2013 - June 2015
Job Chief Compliance Officer and General Counsel
Industry Banking
Experience
New York Private Trust Company  June 2015 - Present
UBS Wealth Management   April 2013 - June 2015
Currently seeking new opportunity  November 2011 - April 2013
HSBC Private Bank  2006 - 2011
JPMorgan Chase  2000 - 2006
Chase Manhattan Bank  1997 - 2000
Chase Manhattan Bank  1994 - 1997
Chase Manhattan Bank  1989 - 1994
Wells Fargo  1987 - 1989

Skills
Private Banking, Wealth Management, Trusts, Tax Law, International Tax, Tax Structuring, Investment Management, Investments, Asset Management, Insurance, High Net Worth..., Financial Planners, Investment Advisory, Finance, Financial Services, Tax, Credit, Mergers & Acquisitions, Mutual Funds, Asset Allocation, Wealth Management..., Trust Services, Risk Management, Estate Planning, Financial Advisory, Accounting, Banking, Private Equity, Financial Structuring, Strategic Financial..., Internal Audit, Restructuring, Hedge Funds, Strategy, Securities, Alternative Investments, Wealth, Capital Markets, Equities, Mergers, Portfolio Management, Corporate Finance, Due Diligence, Trust Management, Corporate Trust, Retirement Planning, Charitable Trusts, Management, New Business Development, Structured Finance

Education
Seton Hall Law School   1976 — 1980
J.D., Law

Pace University
BBA, Taxation and Accounting

Nelson Schoenbrot Nelson Schoenbrot Greater New York City Area Details
Nelson Schoenbrot's UBS Wealth Management Experience October 2014 - Present
Job Java Consultant at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   October 2014 - Present
FDM Group  June 2014 - October 2014
Xenomorph   November 2012 - April 2014
Pace University  January 2012 - November 2012
Axinn, Veltrop & Harkrider LLP   July 2012 - September 2012
Pace University  September 2010 - January 2012

Skills
Java, Eclipse, Microsoft Office, C#, Visual Basic, C++, Python, OS X, Programming, SDLC, Scrum, Windows 7, HTML, Databases

Education
Pace University   2010 — 2014
BS, Computer Science

Jeffrey Bloom Jeffrey Bloom Greater New York City Area Details
Jeffrey Bloom's UBS Wealth Management Experience July 2012 - April 2014
Job Strategic Clients & Partnerships at UBS
Industry Financial Services
Experience
UBS  April 2014 - Present
UBS Wealth Management   July 2012 - April 2014
UBS Wealth Management   May 2011 - August 2011
Perry Capital  May 2010 - August 2010
Rosen Mandell & Immerman   May 2009 - May 2010

Skills
Bloomberg, Microsoft Excel, VBA, Macro, VPN, Equities, Investments, PowerPoint, Portfolio Management, Microsoft Office, Financial Analysis, Asset Managment, Microsoft Word, Valuation, Hedge Funds, Bloomberg Terminal, Corporate Finance, Capital Markets, Series 7, Wealth Management, Investment Advisory, Asset Management

Education
Penn State University   2008 — 2012
Bachelor's Degree, Finance

Wayne Valley High School   2005 — 2008
Graduate, Business

Eric Vishnevetsky Eric Vishnevetsky New York, New York Details
Eric Vishnevetsky's UBS Wealth Management Experience June 2014 - August 2014
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - August 2014
GE  May 2013 - August 2013
GE Capital  June 2012 - June 2012

Skills
Budgets, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Building Relationships, Relationship Management, Risk Management, Teamwork, Public Speaking, Time Management

Education
Penn State University   2011 — 2015
Bachelor of Science (B.S.), Finance

Alex Servetnick Alex Servetnick New York, New York Details
Alex Servetnick's UBS Wealth Management Experience August 2014 - Present
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
UBS Wealth Management   June 2013 - August 2013
Penn State Investment Association  October 2010 - May 2013
Wall Street Boot Camp  September 2012 - December 2012
Merrill Lynch  May 2012 - July 2012
Sigma Alpha Mu Fraternity  October 2011 - May 2012
Camp Nock-A-Mixon  April 2009 - January 2012

Education
Penn State University   2010 — 2014

The Pennsylvania State University, Smeal College of Business
Bachelor of Science, Finance

Alexander Zugaro Alexander Zugaro Merrick, New York Details
Alexander Zugaro's UBS Wealth Management Experience January 2011 - May 2011
Job Assistant District Attorney at Bronx County District Attorney Office
Industry Law Practice
Experience
Bronx County District Attorney Office  2015 - Present
Forchelli, Curto, Deegan, Schwartz, Mineo & Terrana LLP   May 2013 - May 2015
New York County District Attorney's Office  September 2014 - December 2014
Costella & Gordon, LLC   August 2011 - August 2012
UBS Wealth Management   January 2011 - May 2011
Gym Tech   December 2009 - September 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Research, Public Speaking, English, Finance, Data Analysis, Leadership, Economics, Time Management, Social Media, Legal Writing, Legal Research, Lexis, Westlaw

Education
Pace University School of Law   2012 — 2015
Doctor of Law (J.D.)

St. John's University   2007 — 2011
Bachelor of Science (BS), Finance, General

Kellenberg Memorial High School   2003 — 2007

Denise Carbone Denise Carbone Greater New York City Area Details
Denise Carbone's UBS Wealth Management Experience September 1998 - March 2001
Job Sr. Human Resources Professional, Financial Services industry currently seeking a new opportunity
Industry Financial Services
Experience
UBS Wealth Management   September 1998 - March 2001
PaineWebber  1989 - 1995
PaineWebber  1981 - 1995

Skills
Human Resources, Deferred Compensation, Performance Management, Management, Leadership, Team Building, Marketing, Interviews, Executive Management, Financial Services, Staff Development, Strategic Planning, Employee Relations, Talent Management, Strategy, Recruiting, Vendor Management, Consulting

Education
Pace University - Lubin School of Business
MBA, Finance

San Jose State University
BS, Marketing

Kaja Kuczynska Kaja Kuczynska New York, New York Details
Kaja Kuczynska's UBS Wealth Management Experience September 2009 - December 2009
Job Business & Product Development Manager at Gelmart International
Industry Apparel & Fashion
Experience
Gelmart International  June 2013 - Present
Gelmart International  April 2011 - June 2013
TD Bank  October 2007 - July 2010
UBS - Wealth Management  September 2009 - December 2009

Skills
Customer Service, Apparel, Leadership, Microsoft Excel, Retail, Product Development, Merchandising, Forecasting, Inventory Management, Purchasing, Fashion, Portfolio Management, Finance, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word

Education
Pace University - Lubin School of Business   2007 — 2011
Bachelor's of Science, Accounting and Finance

William Garlow William Garlow Philadelphia, Pennsylvania Details
William Garlow's UBS Wealth Management Experience January 1994 - October 2008
Job Regional Director of Investments at TD Wealth
Industry Financial Services
Experience
TD Wealth  2013 - Present
Wilmington Trust  November 2008 - June 2013
UBS Wealth Management   January 1994 - October 2008

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Banking, Retirement Planning, Strategic Financial..., Equities, Fixed Income, Credit, Financial Analysis, Investment Advisory, Securities, Derivatives, Investment Strategies, Asset Management, Risk Management, Financial Services, Series 7, Asset Allocation

Education
Penn State University   1976 — 1980
Bachelor of Science (BS), Economics

Congcong Li Congcong Li Greater New York City Area Details
Congcong Li's UBS Wealth Management Experience July 2013 - August 2013
Job Finance Professional, Master Student
Industry Investment Management
Experience
UBS Wealth Management   July 2013 - August 2013
Cape Securities, Inc  January 2013 - March 2013
Jinniu Investment Company   July 2012 - August 2012
Guangfa Securities  June 2012 - July 2012
China Construction Bank  August 2010 - September 2010
Agricultural Bank of China  January 2008 - February 2008

Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Corporate Finance, Investments, Equity Research, Portfolio Management, Equities, Microsoft Excel, Derivatives, Economics

Education
Pace University - Lubin School of Business   2011 — 2013
Master's degree, Investment Management

Southwestern University of Finance and Economics   2007 — 2011
Bachelor's degree, Finance, General, 3.5

Victor Dekanidze Victor Dekanidze Greater New York City Area Details
Victor Dekanidze's UBS Wealth Management Experience September 2009 - January 2010
Job at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2009 - January 2010
Finasta   September 2007 - May 2008

Education
Pace University - Lubin School of Business   2008 — 2011

Vilnius Lyceum

Doris Vitiello Doris Vitiello Greater New York City Area Details
Doris Vitiello's UBS Wealth Management Experience February 2005 - March 2010
Job Accountant at Belaire Ridge Development Corp
Industry Financial Services
Experience
Belaire Ridge Development Corp   April 2011 - Present
UBS Wealth Management   February 2005 - March 2010

Skills
Financial Analysis, Mutual Funds, Wealth Management, Asset Managment, Financial Modeling, Financial Services, Asset Management, Investments, Accounting, Portfolio Management, Equities

Education
Pace University - Lubin School of Business
BBA, Accounting

Dhruv Pandya Dhruv Pandya Greater Chicago Area Details
Dhruv Pandya's UBS Wealth Management Experience June 2002 - August 2002
Job Vice President Commercial Card at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  October 2012 - Present
HSBC Card & Retail Services (Acquired by Capital One Financial)   June 2007 - October 2012
ABN AMRO Bank N.V. (Acquired by Bank of America)   June 2005 - June 2007
TravelCLICK Inc  June 2003 - May 2005
UBS Wealth Management   June 2002 - August 2002
Citibank  May 2001 - July 2001

Skills
Tealeaf, Internet, Mobile Solutions, Accessibility, Web Design, Web Development, Web Services, Web Applications, Web Analytics, Electronic Payments, Credit Cards, Business Analysis, Program Management, Product Development, Problem Solving, Mobile, Mobile Applications, Mobile Technology, Voice of the Customer, Surveys, User Interface Design, User Experience, Customer Experience, Customer Satisfaction, Servicing, Internet Banking, Mobile Banking, Retail Banking, Commercial Banking, Digital Strategy, Strategic Thinking, Business Strategy, Internet Strategy, Mobile Strategy, B2B eCommerce, International Business, Quality Center, Banking, Web Project Management, Mobile Platforms, Platforms, WCAG, People-oriented, Oracle E-Business Suite, International Business..., Mobile Devices, Commercial Cards, Commercial Card, E-commerce, Analytics

Education
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business   2009 — 2012
MBA

Penn State University   1999 — 2003
Bachelor of Science

HR College of Commerce & Economics   1996 — 1998
HSC

Cathedral John Connon School   1990 — 1998
ICSE

Rustam Muratdinov Rustam Muratdinov Greater Seattle Area Details
Rustam Muratdinov's UBS Wealth Management Experience October 2006 - April 2007
Job Trader
Industry Banking
Experience
GT Capital Group   August 2012 - September 2014
SBAM Trading LLC   September 2010 - July 2012
UzKDB   November 2009 - August 2010
Chiron Capital  January 2009 - May 2009
UBS Wealth Management   October 2006 - April 2007
ABSOLUTION YAKK LLC   April 2005 - August 2005
National Bank of Uzbekistan  October 2004 - March 2005
National Bank of Uzbekistan  July 2003 - September 2004
National Bank Of Uzbekistan  August 2002 - June 2003

Skills
Corporate Finance, Risk Management, Banking, Private Equity, Portfolio Management, Capital Markets, Financial Analysis, Project Finance, Derivatives, Valuation, Bloomberg, Analysis, Investments, Financial Modeling, Investment Banking, Hedge Funds, Financial Risk, Due Diligence, Equities, Financial Markets, Emerging Markets, Asset Management, Commodity, Credit Risk, Fixed Income, Trading

Education
Pace University - Lubin School of Business   2005 — 2008
Master of Business Administration (M.B.A.), Financial Management

University of World Economy and Diplomacy   2000 — 2002
MA, International Economics

James Johnson II James Johnson II Greater New York City Area Details
James Johnson II's UBS Wealth Management Experience June 2014 - August 2014
Job Student at Pace University Lubin School of Business
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2015 - Present
J.P. Morgan   July 2015 - August 2015
UBS Wealth Management   June 2014 - August 2014
US Navy  September 2006 - June 2012

Skills
Military, Security Clearance, Microsoft Excel, Microsoft Office, Navy, Microsoft Word, PowerPoint, Teamwork, Analysis, Supervisory Skills, Risk Management, Investments, Military Experience, Leadership, Research, Finance, Financial Analysis

Education
Pace University - Lubin School of Business   2013 — 2015
BBA, Finance and Financial Management Services, 3.7

Suffolk County Community College   2012 — 2013
Associate's degree, Accounting

Sarah E. Harrigan Sarah E. Harrigan Greater New York City Area Details
Sarah E. Harrigan's UBS Wealth Management Experience March 2011 - February 2012
Job Finance Professional with an increasing interest in Public Relations
Industry Financial Services
Experience
PwC  February 2013 - Present
UBS Wealth Management   March 2011 - February 2012
Credit Suisse  2012 - 2012
Prudential Bache Asset Management   October 2010 - January 2011
Equity Trust (HK) Ltd.   July 2009 - August 2009
Scotiabank (BVI) Ltd.   May 2009 - June 2009

Skills
Microsoft Office, Microsoft Excel, Problem Solving, Proofreading, Market Research, Client Development, Tax, Tax Services, A/R collections, Client Services, Financial Services, Accounting, Analysis, Account Reconciliation, Banking, Microsoft Word, Customer Service, Event Planning, Financial Analysis, Research, Finance, PowerPoint, Management

Education
Penn State University   2006 — 2010
Bachelors, Economics

The Orme School   2001 — 2005
HS Diploma, A

Michael Buono Michael Buono State College, Pennsylvania Details
Michael Buono's UBS Wealth Management Experience May 2015 - Present
Job Alternative Investments Group Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
Kuttin-Metis Wealth Management a private wealth advisory practice of Ameriprise Financial   May 2014 - August 2014
Wall Street Boot Camp  September 2013 - December 2013
Law Office of Edmond Chakmakian   November 2011 - July 2013

Skills
Financial Analysis, Portfolio Management, Accounting, Time Management, Leadership, Strategic Financial..., ThomsonOne, Bloomberg, Team Leadership, Economics, Event Planning, Windows, Analysis

Education
Penn State University   2012 — 2016
Finance, General, Junior

Brian Alden Brian Alden Greater New York City Area Details
Brian Alden's UBS Wealth Management Experience August 2013 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   August 2013 - Present
UBS Wealth Management   June 2012 - August 2012
PECO Energy  May 2011 - August 2011

Skills
Team Leadership, Quantitative, Problem Solving

Education
Penn State University   2008 — 2012
Bachelor’s Degree, Finance

Kishor Patel Kishor Patel Greater New York City Area Details
Kishor Patel's UBS Wealth Management Experience June 2012 - August 2013
Job Business Analyst at UBS Investment Bank
Industry Accounting
Experience
UBS Investment Bank  June 2014 - Present
MetTel, Inc   September 2013 - February 2014
UBS Wealth Management   June 2012 - August 2013
The FulServ Group LLC   July 2010 - May 2012
Pace University  September 2010 - December 2011
UBS  June 2009 - August 2009

Skills
Tax, Finance, Accounting, Financial Analysis, Corporate Tax, Microsoft Excel, QuickBooks, Financial Modeling, Financial Statements, Analysis, Microsoft Office, Financial Accounting, Outlook, Business Planning, Tax Returns, Sarbanes-Oxley Act, GAAP, Financial Services, Financial Reporting, Income Tax, PowerPoint, Program Management, Internal Controls, Forecasting, Corporate Finance, Risk Management, Portfolio Management, Investments, Account Reconciliation, Access, Auditing, US GAAP, International Tax, Tax Research

Education
CFA Institute   2009 — 2015
CFA Level 2 Candidate, Finance, Investment Banking, Capital Markets, Equity Research

Pace University - Lubin School of Business
Master of Business Administration (MBA), Taxation and Finance

John Rizzo John Rizzo Greater New York City Area Details
John Rizzo's UBS Wealth Management Experience January 2007 - May 2007
Job Senior Risk Analyst, Portfolio Management Group at Merchant Cash and Capital LLC
Industry Financial Services
Experience
Merchant Cash and Capital LLC  September 2011 - Present
Merchant Cash and Capital LLC  December 2010 - September 2011
Morgan Stanley Smith Barney  August 2010 - October 2010
Oppenheimer & Co.   May 2009 - November 2009
Oppenheimer & Co.   June 2008 - May 2009
UBS Wealth Management   January 2007 - May 2007

Skills
Risk Management, Data Analysis, Regulatory Affairs, Suitability Analysis, Portfolio Management, Financial Analysis, Financial Reporting, Financial Accounting, Financial Risk..., Strategic Consulting, Microsoft Excel, Business Portfolio..., Internal Audit, Financial Audits, Marketing Strategy, Contract Negotiation, Legal Compliance, Legal Documents, Sales Operations, Quantitative Analytics, Business Analysis, SAS, SQL, Microsoft Office, Account Reconciliation, Finance, Financial Services, Access, Accounting, Financial Risk, Asset Management, Credit Analysis, Analysis

Education
Pace University - Lubin School of Business   2006 — 2009
BBA, Finance With A Minor In Economics

Victoria Lee Victoria Lee Greater New York City Area Details
Victoria Lee's UBS Wealth Management Experience 2012 - 2014
Job User Experience Design and Strategy
Industry Financial Services
Experience
Citi  May 2015 - Present
Verisk Analytics  March 2014 - July 2014
UBS Wealth Management   2012 - 2014
Accenture  2010 - 2012
Merrill Lynch  May 2010 - September 2010
Transamerica Retirement Solutions  2008 - February 2010
SmartPros Ltd.  2004 - 2008
Hyphen  2003 - 2004
E2 Productions   2000 - 2003

Skills
Human Factors, Information Architecture, Persona, User Scenarios, User Experience, Interaction Design, Testing, Usability Testing, User-centered Design, Software Development..., User Interface, Usability, User Interface Design, User Experience Design, Axure, Wireframes, User Research, Wire Framing, SDLC

Education
Parsons School of Design
MFA, Communications Design

Sharan Chauhan Sharan Chauhan Greater New York City Area Details
Sharan Chauhan's UBS Wealth Management Experience June 2006 - October 2010
Job Director, Marshall Corporation Ltd
Industry Capital Markets
Experience
Marshall Corporation Ltd   November 2010 - Present
UBS Wealth Management   June 2006 - October 2010
Smifs   2004 - 2004

Education
Penn State University   2001 — 2006

Bryan Cryder Bryan Cryder New York, New York Details
Bryan Cryder's UBS Wealth Management Experience August 2014 - Present
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
UBS Wealth Management Americas  June 2013 - August 2013
Merrill Lynch  May 2012 - August 2012

Skills
Investments

Education
Penn State University   2010 — 2014
Bachelor of Science (BS), Finance, Graduated with Distinction

Sabina Khan Sabina Khan Greater New York City Area Details
Sabina Khan's UBS Wealth Management Experience September 2009 - August 2011
Job HR Business Partner at BlackRock
Industry Financial Services
Experience
BlackRock  March 2014 - Present
Thomson Reuters  April 2012 - March 2014
UBS Financial Services  September 2011 - April 2012
UBS Wealth Management   September 2009 - August 2011
UBS Wealth Management   July 2008 - August 2009
UBS Wealth Management   March 2006 - June 2008

Skills
Performance Management, Succession Planning, Talent Management, Talent Acquisition, Change Management, Risk Management, Employee Relations, Financial Analysis, Human Resources, Onboarding, HRIS, Personnel Management, Financial Services, Employee Engagement, Organizational..., Leadership

Education
Penn State University   2001 — 2005
Supply Chain & Information Systems

Jacklene Hutcheson Jacklene Hutcheson Syracuse, New York Area Details
Jacklene Hutcheson's UBS Wealth Management Experience February 2013 - June 2015
Job
Industry Financial Services
Experience
M&T Bank  September 2015 - Present
UBS Wealth Management   February 2013 - June 2015
Penn State University  August 2011 - May 2014
KOSC   January 2008 - May 2010
Wachovia, A Wells Fargo Company  March 1999 - December 2007
Wells Fargo Financial  August 1997 - November 1998

Education
Penn State University   2011 — 2014
Master's Degree

University of Southern California
BA

Kellie Mazine Kellie Mazine Aliquippa, Pennsylvania Details
Kellie Mazine's UBS Wealth Management Experience August 2014 - Present
Job Internal Communications Intern at UBS Wealth Management
Industry Marketing and Advertising
Experience
UBS Wealth Management   August 2014 - Present
Greek Catholic Union   June 2012 - August 2012
Panera Bread  August 2009 - August 2011
Beaver County Chamber of Commerce  July 2009 - August 2009
Areopostale   November 2008 - February 2009

Skills
PowerPoint, Microsoft Office, Facebook, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Event Planning, Photoshop, Social Networking, Teamwork, SPSS, Public Speaking, Twitter, Marketing Communications, Marketing

Education
St Mary's Twickenham   2014 — 2015
International Business Practice Certificate, Accounting and Business/Management

Penn State University   2010 — 2014
Bachelor's degree, Marketing and Public Relations

James Miller, MBA James Miller, MBA Phoenix, Arizona Details
James Miller, MBA's UBS Wealth Management Experience August 2005 - August 2006
Job Founder & CEO Biltmore Wealth Advisors, LLC
Industry Financial Services
Experience
Biltmore Wealth Advisors   September 2012 - Present
Camelback Wealth Management, LLC   August 2010 - September 2012
The Planning Group of Scottsdale, LLC  January 2008 - August 2010
Capitol Wealth Advisors   August 2006 - January 2008
UBS Wealth Management   August 2005 - August 2006
Stone & Youngberg  October 2004 - July 2005
Northern Trust  March 2002 - October 2004
DriveTime  January 2000 - March 2002
Belae Brands  September 1998 - January 2000
PricewaterhouseCoopers  August 1997 - September 1998

Skills
Alternative Investments, Securities, Wealth Management, Bonds, Options, Investment Strategies, Asset Allocation, Financial Planning, Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Financial Modeling, Mutual Funds, Capital Markets, Derivatives, Private Equity, Trading, Financial Markets, Retirement Planning, Financial Advisory, Investment Advisory, Finance, Valuation, Risk Management, Retirement, Estate Planning, Series 7, Wealth, Strategy, Hedge Funds, Retirement Plan...

Education
University of Southern California - Marshall School of Business   1995 — 1997
MBA, Emphasis in Finance and Business Economics

Pepperdine University   1988 — 1992
B.S., Business and Finance

Stuart Whalen Stuart Whalen Greater New York City Area Details
Stuart Whalen's UBS Wealth Management Experience June 1995 - September 2010
Job Director, Business Data Architecture at Guardian Life
Industry Financial Services
Experience
Guardian Life  May 2014 - Present
New York University School of Continuing and Professional Studies  January 2013 - Present
Broadridge Financial Solutions  April 2013 - April 2014
JP Morgan Chase  March 2011 - March 2013
UBS Wealth Management   June 1995 - September 2010
Citibank  1986 - 1991

Skills
Analytics, Analysis, SAS, Business Intelligence, Data Analysis, Data Warehousing, Segmentation, Business Analysis, Financial Modeling, Databases, Banking, Business Development, Database Marketing, Leadership, Management Consulting, Management, CRM, Financial Services, Marketing, Risk Management, Finance, Vendor Management, SDLC, Strategy, Portfolio Management

Education
Pace University - Lubin School of Business   1980 — 1983
MBA, Finance

Villanova University   1974 — 1978
BS, Economics

Elizabeth DiNicola, M.B.A. Elizabeth DiNicola, M.B.A. Greater New York City Area Details
Elizabeth DiNicola, M.B.A.'s UBS Wealth Management Experience 2008 - 2010
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2013 - Present
Broadridge Financial Solutions  2011 - 2013
UBS Wealth Management   2008 - 2010
UBS Wealth Management   2005 - 2008
UBS Wealth Management/PaineWebber   2001 - 2005
UBS Wealth Management/PaineWebber   1997 - 2001
PaineWebber  1988 - 1997

Skills
Risk Management, Financial Services, Vendor Management, Strategy, Management, Securities, Project Management, Fixed Income, Process Improvement, Banking, Equities, Microsoft Excel, Data Analysis, Analysis, Wealth Management, Business Continuity, Leadership, Finance, Investments, Asset Management, PowerPoint, Microsoft Word, Product Management, Program Management, Hedge Funds, Mutual Funds, Business Analysis, Portfolio Management, Series 7, Financial Risk, Capital Markets, Trading Systems, Derivatives, Series 63, Executive Management, Business Strategy, Financial Markets, Series 24, Market Data, Back Office, Business Development, Relationship Management, Middle Office, Corporate Actions, Word - Advanced, Recruiting, Alternative Investments, FINRA, Securities Lending

Education
University of Pennsylvania - The Wharton School   1993 — 1996
Executive Leadership and Management Program

Pace University - Lubin School of Business   1989 — 1991
MBA, Investment Analysis & Portfolio Mgmt/Finance

Stony Brook University
BS, Mathematics & Economics, minor Accounting

Daniel Costello Daniel Costello Greater New York City Area Details
Daniel Costello's UBS Wealth Management Experience June 2015 - August 2015
Job Investment Management Summer Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - August 2015
Fidelity Technologies Corporation  May 2014 - August 2014
Sigma Alpha Epsilon Fraternity  December 2012 - June 2014
Sigma Alpha Epsilon Fraternity  September 2012 - May 2014
Penn State Investment Association  August 2012 - May 2014
Sigma Alpha Epsilon Fraternity  August 2013 - August 2013
Sigma Alpha Epsilon Fraternity  May 2013 - May 2013

Skills
Leadership, Social Skills, Analysis, Fundraising, Event Planning, Research, Recruiting, Time Management

Education
Penn State University   2012 — 2016
Finance, Senior

Spring-Ford Area Senior High School   2008 — 2012

Christina Reip, MBA Christina Reip, MBA Seattle, Washington Details
Christina Reip, MBA's UBS Wealth Management Experience December 2008 - May 2010
Job Manager at PwC
Industry Management Consulting
Experience
PwC  July 2015 - Present
PricewaterhouseCoopers  January 2011 - Present
UBS Wealth Management   December 2008 - May 2010
Morgan Stanley  June 2003 - December 2008

Skills
Mergers & Acquisitions, Acquisition Integration, Acquisitions, Divestitures, Change Management, Employee Surveys, Management Consulting, Team Management, Project Planning, Budget Monitoring, Finance, Internal Controls, Benchmarking, Organizational Learning, Social Networking, Investment Management, Cross-functional Team..., Due Diligence, Financial Modeling, Process Improvement, Risk Management, Mutual Funds, Project Management, Strategic Financial..., Financial Analysis, Portfolio Management, Investments, Analysis, Managerial Finance

Education
University of Washington, Michael G. Foster School of Business   2010 — 2010
Graduate Certificate in Accounting

Pacific Lutheran University - School of Business   2007 — 2009
MBA, Entrepreneurship and Closely Held Businesses

Pacific Lutheran University   2002 — 2006
BA, Major: English Literature, Minor: Business, Religion

Universidad de Salamanca   2004 — 2004
Spanish

Linda Pecora Linda Pecora Bogota, New Jersey Details
Linda Pecora's UBS Wealth Management Experience December 2011 - Present
Job Director Equities / Options Compliance at UBS
Industry Financial Services
Experience
UBS Wealth Management   December 2011 - Present
UBS  May 2011 - December 2011
UBS  April 2009 - May 2011
UBS  December 2006 - April 2009
JB Hanauer  October 2005 - October 2006
CJM Planning/Insurance/Asset Mgmt Co   June 2004 - October 2005

Skills
Series 7 / Series 63, Series 24, Series 55 /Series 4, Series 63, Mutual Funds, Financial Analysis, Due Diligence, Equities, FINRA, Securities, Series 7

Education
Pace University   1990 — 1992
undergraduate, finance

Kelsey Blosser Kelsey Blosser Greater Los Angeles Area Details
Kelsey Blosser's UBS Wealth Management Experience June 2012 - August 2012
Job Development Intern to Director Marcus Nispel at GARTNER; Development Intern at PCH Films
Industry Entertainment
Experience
PCH Films  June 2015 - Present
GARTNER  June 2015 - Present
Pepperdine Graphic Media  August 2014 - Present
Pepperdine University Women's Soccer   August 2012 - April 2014
Hutch Parker Entertainment  January 2013 - May 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Photoshop, English, Sports

Education
Pepperdine University   2012 — 2016
Bachelor's Degree, Journalism; Bachelor's Minor, Film Studies, Senior

Brian Kruser Brian Kruser Butler, New Jersey Details
Brian Kruser's UBS Wealth Management Experience June 2014 - August 2014
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - August 2014
UBS Wealth Management   June 2013 - August 2013
Penguin Air Conditioning   July 2010 - August 2012

Skills
Economics, Market Research, Analysis, Mutual Funds, Bloomberg, Stata, Bloomberg Terminal, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Fixed Income, Investments

Education
Penn State University   2012 — 2016
Bachelor's Degree, Economics

James Jared Scott-Ransom James Jared Scott-Ransom Malibu, California Details
James Jared Scott-Ransom's UBS Wealth Management Experience October 2013 - March 2014
Job Financial Analyst
Industry Financial Services
Experience
Pepperdine University Business Division   September 2011 - May 2015
Morgan Stanley  June 2014 - August 2014
UBS Wealth Management   October 2013 - March 2014
Ares Management  June 2013 - August 2013
Pepperdine University Inter-Club Council   August 2012 - April 2013
Federal Reserve Board  June 2011 - August 2011

Skills
Quantitative Research, Microsoft Excel, Capital IQ, Bloomberg Terminal, Data Analysis, Qualitative Research, Written & Verbal..., Social Networking, Finance, Portfolio Management

Education
Pepperdine University   2011 — 2015
Bachelor of Science (B.S.), Finance

Alexander Biedermann Alexander Biedermann New York, New York Details
Alexander Biedermann's UBS Wealth Management Experience September 2014 - January 2015
Job Securities Operations Intern at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  2015 - Present
UBS Wealth Management   September 2014 - January 2015
GreenHills Ventures   May 2014 - October 2014
Cormorant Capital   January 2014 - April 2014
Boston Children's Hospital  June 2010 - September 2010

Skills
Microsoft Office, Microsoft Excel, UPS Shipping, Appointment Scheduling, Financial Analysis, PowerPoint, Microsoft Word, Budgets, Customer Service, Banking, Outlook, Accounting, Financial Modeling, Investments, Strategic Planning, Corporate Finance, Portfolio Management, Credit, Equities

Education
Pace University - Lubin School of Business   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Newton North High School   2010 — 2011
High School Diploma, Regular/General High School/Secondary Diploma Program

Tyler Arrington Tyler Arrington Dallas/Fort Worth Area Details
Tyler Arrington's UBS Wealth Management Experience February 2013 - May 2013
Job Financial Analyst at Hillwood Properties
Industry Real Estate
Experience
Hillwood Properties  May 2014 - Present
Colliers-International  May 2013 - May 2014
UBS Wealth Management   February 2013 - May 2013
Gerber Kawasaki Wealth & Investment Management  September 2012 - December 2012
DePuy Mitek- A Johnson & Johnson Company  June 2012 - August 2012
Scott's Dental Suppy   2009 - 2011
Fircrest Golf Club  August 2005 - August 2010

Skills
Microsoft Office, PowerPoint, Social Media, Customer Service, Teamwork, SPSS, iMovie, Leading Projects, Team Leadership, Strategic Consulting, Strategic Planning, Business Strategy, Microsoft Excel, Microsoft Word, Financial Analysis, Commercial Real Estate..., Multi-family Investment..., Real Estate Valuation, Leadership, Finance, Time Management, Analysis, Spanish, Sales, Data Analysis, Research, Social Media Marketing, Fundraising, Competitive Analysis, Market Research, Accounting, Investments, Marketing, Mergers & Acquisitions, Financial Modeling, Retail, Training, Entrepreneurship, Valuation

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2012 — 2013
Masters of Business Administration, Finance

Pepperdine University   2008 — 2011
Bachelor of Science, Business Administration

Stefanie Schreiber Stefanie Schreiber Greater New York City Area Details
Stefanie Schreiber's UBS Wealth Management Experience March 2015 - Present
Job Business Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2015 - Present
UBS Wealth Management   April 2012 - Present
UBS Wealth Management   July 2009 - April 2012
Globecomm Systems Inc.  2007 - 2008

Skills
Quality Assurance, System Testing, Testing, Analysis, CRM, Test Planning, Business Analysis, Finance, Financial Analysis, Microsoft Excel, Vendor Management, SDLC, Visio

Education
Penn State University   2005 — 2009
Bachelor of Science, Management Information Systems

Lou Mandia Lou Mandia Greater New York City Area Details
Lou Mandia's UBS Wealth Management Experience January 2014 - May 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2015 - Present
Northwestern Mutual  December 2014 - April 2015
Morgan Stanley  January 2015 - March 2015
UBS Wealth Management   January 2014 - May 2014
Henry F. Malarkey & Co. P.C.   September 2013 - December 2013

Skills
Finance, Investments, Portfolio Management, Microsoft Office, Wealth Management, Financial Planning, Strategic Planning, Financial Advisory, Financial Modeling, Risk Management, Leadership, Mutual Funds, Data Analysis, Sales, Financial Services, Equities

Education
Pace University - Lubin School of Business   2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Finance Major GPA: 3.93

Ramapo College of New Jersey   2012 — 2013
Finance, GPA: 3.95

Jessenia Chavez Jessenia Chavez Fort Lauderdale, Florida Details
Jessenia Chavez's UBS Wealth Management Experience December 2011 - May 2012
Job Senior Manager Quality Assurance at Sixt rent a car US
Industry Leisure, Travel & Tourism
Experience
Sixt rent a car US  July 2015 - Present
Sixt rent a car US  August 2014 - July 2015
Sixt rent a car US  October 2013 - August 2014
Sixt rent a car  May 2013 - September 2013
Palm Beach Atlantic University  January 2010 - May 2013
KristalBond America   May 2012 - August 2012
The International Polo Club of Palm Beach/The Wanderers Club of Wellington  December 2011 - May 2012
UBS Wealth Management   December 2011 - May 2012

Education
Palm Beach Atlantic University   2009 — 2013
Bachelor, International Business and Finance, 3.8

Bianca Rostran Bianca Rostran Elmsford, New York Details
Bianca Rostran's UBS Wealth Management Experience July 2011 - March 2012
Job FSO Assurance Auditor
Industry Accounting
Experience
EY  September 2014 - Present
EY  June 2013 - Present
CohnReznick LLP  January 2013 - April 2013
Pace University  August 2010 - December 2012
The Asteri Group Ltd   June 2012 - August 2012
Orange County Pools & Spas   June 2006 - August 2012
UBS Wealth Management   July 2011 - March 2012

Skills
PowerPoint, Financial Statement..., Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Microsoft Office, Accounting, Data Analysis, Finance, Accounts Receivable, Training

Education
Pace University - Lubin School of Business   2009 — 2013
Bachelor's Degree, Public Accounting

Lorie Grech Lorie Grech Greater New York City Area Details
Lorie Grech's UBS Wealth Management Experience June 2012 - August 2012
Job Account Executive at Yelp
Industry Financial Services
Experience
Yelp  August 2014 - Present
Penn State Lion Line  October 2013 - May 2014
ImpactAssets  May 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Porto Rico Importing Co   June 2011 - August 2011
New Way Decorators   September 2007 - June 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Social Media Marketing, Google Analytics, Google Adwords, Social Media, Teamwork, Online Marketing, Online Advertising

Education
Penn State University   2010 — 2014
Bachelor of Science (BS), Economics, 3.46

Dena (Pannell) Matthews Dena (Pannell) Matthews Fort Lee, New Jersey Details
Dena (Pannell) Matthews's UBS Wealth Management Experience 1990 - 2008
Job Sales Representative at Weichert, Realtors
Industry Consumer Services
Experience
Weichert, Realtors  May 2015 - Present
Senior Housing Services   April 2014 - Present
Community Baptist Church  2009 - Present
Geriatric Services   April 2014 - April 2015
Geriactric Services   April 2010 - April 2014
ViSalus Sciences Body by Vi  August 2011 - March 2014
GSREIA   2001 - 2008
UBS Wealth Management   1990 - 2008

Skills
Small Business, Strategic Planning, Coaching, Event Planning, Public Speaking, Leadership, Management, Team Building, Social Media, Social Networking, Microsoft Office, Entrepreneurship, Risk Management, Creative Real Estate..., Real estate property..., Marketing

Education
Pace University - Lubin School of Business
Accounting

Pace University - Lubin School of Business
BS - Management Accounting, Accounting

Andrew Shearer Andrew Shearer San Francisco Bay Area Details
Andrew Shearer's UBS Wealth Management Experience May 2011 - July 2011
Job Partner Lead at Pinterest
Industry Internet
Experience
Pinterest  April 2015 - August 2015
Twitter  August 2014 - April 2015
Twitter  June 2013 - August 2014
Wells Fargo Capital Finance  July 2012 - June 2013
UBS Wealth Management   May 2011 - July 2011
Pepperdine University - Pepperdine Ambassadors Council   August 2010 - May 2011
OG Packing and Grower Direct Marketing   April 2010 - June 2010

Skills
SQL, Data Analysis, Social Media Marketing, Microsoft Excel, Team Leadership, Tableau, Account Management, Social Media, Marketing Strategy, Analytics, Facebook, Microsoft Office, Sales, Public Speaking, Social Networking, Teamwork, Microsoft Word, Leadership, Dreamweaver, Mac OS X, Customer Service, Fundraising, Nonprofits, Event Planning, PowerPoint, Word, Excel, Research, Blogging, Non-profits, Marketing, Market Research, Strategy

Education
Pepperdine University
Bachelors of Science

Jaclyn Yuppa Jaclyn Yuppa Atlanta, Georgia Details
Jaclyn Yuppa's UBS Wealth Management Experience 2004 - 2008
Job Product Marketing Manager at UPS
Industry Marketing and Advertising
Experience
UPS  August 2014 - Present
UPS  May 2013 - July 2014
UPS  September 2010 - May 2013
Citigroup  June 2009 - August 2009
UBS Wealth Management   2004 - 2008
UBS Wealth Management   2002 - 2004

Education
Duke University MBA - The Fuqua School of Business   2008 — 2010
MBA, Marketing and Leadership

Penn State University   1997 — 2001
BS, Finance and International Business

Stephen Morello Stephen Morello New York, New York Details
Stephen Morello's UBS Wealth Management Experience May 2014 - Present
Job Graduate Training Program at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
Bristol-Myers Squibb  June 2013 - August 2013
Munich Reinsurance America, Inc.   May 2012 - August 2012

Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, SAP, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, SharePoint, PowerPoint, Microsoft Word, Process Improvement, Data Analysis, Microsoft Office, Analysis, Leadership, Project Management, Strategic Planning, Program Management, Customer Service

Education
Penn State University   2011 — 2015

Paul Cully Paul Cully New York, New York Details
Paul Cully's UBS Wealth Management Experience February 2008 - Present
Job IT System Administrator (AO) at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2008 - Present
Pitney Bowes  December 2007 - February 2008
Pitney Bowes  August 2007 - November 2007
Pitney Bowes  April 2001 - August 2007
Xerox  April 1999 - April 2001
Xerox  December 1998 - April 1999

Skills
Information Technology, Microsoft Office, Computer Hardware, Networking, Windows XP, Windows 7, Customer Service

Education
PC AGE Career Institute   2008 — 2008
IT Certificate

Lauren Matteo Lauren Matteo Greater Atlanta Area Details
Lauren Matteo's UBS Wealth Management Experience November 2013 - July 2015
Job Regional Director
Industry Financial Services
Experience
Principal Financial Group  July 2015 - Present
UBS Wealth Management   November 2013 - July 2015
Dreyfus Investments  June 2012 - November 2013
Dreyfus  January 2012 - June 2012
Dreyfus Investments  November 2007 - December 2011

Skills
Asset Allocation, Mutual Funds, Series 63, Series 7, Wealth Management, Securities, Alternative Investments, Separately Managed..., Investment Advisory, 401k, Retirement, Financial Services, Portfolio Management, Retirement Planning, Series 6

Education
Penn State University   2003 — 2007
B.S, Marketing

Daniel Morrissey Daniel Morrissey Philadelphia, Pennsylvania Details
Daniel Morrissey's UBS Wealth Management Experience April 2011 - June 2012
Job Vice President, Marketing & Innovation at Erie BayHawks
Industry Information Technology and Services
Experience
Erie BayHawks  June 2015 - Present
eThree   July 2013 - Present
ConnectSpace   January 2012 - June 2015
UBS Wealth Management   April 2011 - June 2012
American Ring & Tool Company  September 2007 - January 2011

Skills
Sports Marketing, Sports, Entrepreneurship, Business Development, Leadership, Strategic Planning, Marketing Strategy, Information Technology, Athletic Recruiting, Enterprise Software, Social Media Marketing, Web Design

Education
Penn State University   2004 — 2009
B.S, Finance

IMG   2001 — 2004

Matt Zukoff Matt Zukoff Morganville, New Jersey Details
Matt Zukoff's UBS Wealth Management Experience June 2013 - August 2013
Job Game Design & Operations Associate at DraftKings, Inc.
Industry Financial Services
Experience
DraftKings, Inc.   October 2015 - Present
KPMG  July 2014 - Present
UBS Wealth Management   June 2013 - August 2013
Abundance Wealth Counselors   December 2012 - May 2013
Sporment - Youth Sports Mentoring by Pro Athletes   September 2012 - December 2012

Skills
Financial Analysis, Social Media, Marketing, Facebook, Finance, Photoshop, Social Networking, PowerPoint, Corporate Finance, Investments, Microsoft Office, Wealth Management, Leadership, Microsoft Excel, Financial Modeling, Microsoft Word

Education
Penn State University   2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services, Junior

John A. Tarquinio, CFP® John A. Tarquinio, CFP® Greater Pittsburgh Area Details
John A. Tarquinio, CFP®'s UBS Wealth Management Experience June 2010 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2010 - Present
UBS Wealth Management   November 2007 - June 2010
Federated Investors  May 2006 - November 2007

Skills
Finance, Series 7, Wealth Management, Securities, Mutual Funds, Financial Analysis, Insurance, Asset Allocation, Investments, Retirement Planning, Series 63, Equities, Investment Strategies, Retirement

Education
Penn State University   2002 — 2006
Bachelor's Degree, Finance

Boston University   2012 — 2013
College of Financial Planning, Financial Planning and Services

Christianne Lauria Christianne Lauria Houston, Texas Area Details
Christianne Lauria's UBS Wealth Management Experience August 2008 - October 2009
Job Recent MBA Graduate seeking gainful employment in the greater Houston area
Industry Financial Services
Experience
Hines  April 2015 - Present
Sodali   February 2014 - July 2014
US Trust  August 2010 - June 2011
UBS Wealth Management   August 2008 - October 2009
JD Power and Associates - The McGraw-hill Companies  June 2007 - May 2008
Pepperdine University  August 2004 - June 2007
Nordstrom  May 2005 - August 2006

Skills
Analysis, Business Development, Project Management, Market Research, Management, Sales, Strategic Planning, Customer Service, Research, PowerPoint, Entrepreneurship, Data Analysis, Financial Analysis, Portfolio Management, Proposal Writing, Financial Modeling, Finance

Education
The Peter J. Tobin College of Business, St. John's University   2011 — 2014
Master of Business Administration (M.B.A.), International Business

Pepperdine University   2004 — 2008
BS in Business Administration, Business, Marketing

Ridgefield High School   2000 — 2004
High School

Chelsea Franey Chelsea Franey State College, Pennsylvania Area Details
Chelsea Franey's UBS Wealth Management Experience June 2013 - August 2013
Job Finance Associate at The D. E. Shaw Group
Industry Financial Services
Experience
The D. E. Shaw Group   August 2014 - Present
UBS Wealth Management   June 2013 - August 2013
PNC Financial Services Group, Inc.   June 2012 - August 2012

Skills
Marketing, Sales, Time Management, Management, Teamwork, Finance, Financial Analysis

Education
Penn State University   2010 — 2014
Bachelor of Science (B.S.), Finance

Universidad de Sevilla   2013 — 2013
Spanish Language and Literature, The Eurpoean Union, Spanish History

Austin Ocello Austin Ocello Greater New York City Area Details
Austin Ocello's UBS Wealth Management Experience October 2010 - Present
Job Business Performance Analyst at Jaguar Land Rover North America, LLC.
Industry Financial Services
Experience
Jaguar Land Rover North America, LLC.   October 2014 - Present
UBS Wealth Management   October 2010 - Present
UBS  April 2013 - October 2014
UBS Wealth Management   January 2009 - September 2010
UBS Wealth Management   September 2008 - January 2009

Skills
Cognos, LexisNexis, Bloomberg Terminal, Westlaw, Actuate, PeopleSoft, sap, Cash Management, Accounting, Financial Services

Education
UMass Dartmouth   2006 — 2008
MBA, Finance

Penn State University   2002 — 2006
Business

Jenna Kaufman Jenna Kaufman Morristown, New Jersey Details
Jenna Kaufman's UBS Wealth Management Experience June 2014 - August 2014
Job Wealth Management Intern at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley  June 2015 - August 2015
UBS Wealth Management   June 2014 - August 2014
Hot Tots Boutique   May 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Social Media, Public Speaking, Customer Service, Social Networking, Time Management, Leadership, Facebook, Event Planning, Research

Education
Penn State University   2013 — 2017
Accounting

Daniel Hochbaum Daniel Hochbaum Greater Philadelphia Area Details
Daniel Hochbaum's UBS Wealth Management Experience June 2013 - August 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  August 2014 - Present
UBS Wealth Management   June 2013 - August 2013
Sigma Alpha Mu Fraternity  October 2011 - October 2012
Charles Ritter Inc.   May 2012 - August 2012

Skills
Microsoft Excel, Public Speaking, Portfolio Performance..., Asset Allocation, Client Marketing

Education
Penn State University   2010 — 2014
Bachelor of Arts (B.A.), Political Science, Economics

Kevin Chiucchini Kevin Chiucchini Greater New York City Area Details
Kevin Chiucchini's UBS Wealth Management Experience January 2010 - August 2010
Job Project Specialist at Streetsmart International
Industry Financial Services
Experience
Streetsmart International   August 2012 - January 2013
Generation Citizen  February 2012 - May 2012
UBS Wealth Management   January 2010 - August 2010

Education
Pace University - Lubin School of Business   2008 — 2012
B.B.A., International Management

Michael Bond Michael Bond New York, New York Details
Michael Bond's UBS Wealth Management Experience November 2010 - August 2011
Job Business Development at Suvretta Capital Management
Industry Investment Management
Experience
Suvretta Capital Management   November 2014 - Present
Canyon Capital Advisors  May 2013 - October 2014
UBS Global Asset Management  September 2011 - April 2013
UBS Wealth Management   November 2010 - August 2011
UBS Wealth Management   July 2008 - November 2010

Skills
Hedge Funds, Fund Of Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Derivatives

Education
Penn State University   2004 — 2008
Bachelor of Science, Finance

John Maris John Maris Greater New York City Area Details
John Maris's UBS Wealth Management Experience January 2012 - May 2012
Job Specialist at JPMorgan Hedge Fund Services
Industry Financial Services
Experience
JPMorgan Hedge Fund Services  November 2012 - Present
UBS Wealth Management   January 2012 - May 2012

Skills
Fixed Income, Equities, Bloomberg, Derivatives, Financial Modeling, Business Development, Hedge Funds, Securities

Education
Pace University - Lubin School of Business

Vincent Vitale Vincent Vitale Greater New York City Area Details
Vincent Vitale's UBS Wealth Management Experience October 2013 - Present
Job Portfolio Manager at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   October 2013 - Present
UBS Wealth Management   October 2007 - October 2013
Citigroup Private Bank  June 2006 - September 2007
Citigroup Private Bank  March 2004 - June 2006

Skills
Series 7, Series 66, Portfolio Management, Private Banking, Performance Measurement, Equities, Bloomberg, Structured Products, Derivatives, Performance Analysis, Financial Markets, Hedge Funds, Client Reporting, Performance Attribution, Risk Analysis, Back Office, FX Options, Business Requirements, Business Analysis, Securities, Middle Office, FINRA, Investment Strategies, Data Analysis, DST HiPerformance, MS Access, SQL, Global Plus, Portia, CDS, High Net Worth..., Uniform Combined State..., Access

Education
Pace University - Lubin School of Business

Paul Valenzano Paul Valenzano Los Angeles, California Details
Paul Valenzano's UBS Wealth Management Experience February 2008 - May 2009
Job
Industry Information Technology and Services
Experience
RED Interactive Agency  January 2014 - Present
RED Interactive Agency  November 2010 - Present
UBS Wealth Management   February 2008 - May 2009
UBS Wealth Management   January 2004 - January 2008

Skills
User Experience, Project Management, HTML 5, CSS, Information Architecture, Web Applications, Agile Project Management, JavaScript, User Interface, Business Analysis, User Interface Design, Mobile Applications, HTML5, Requirements Gathering, Functional Specification, PMP, User Experience Design, Workflow Analysis, Product Management, Product Development

Education
Penn State University   1999 — 2003
BS

Jeremy Segermeister Jeremy Segermeister San Francisco Bay Area Details
Jeremy Segermeister's UBS Wealth Management Experience May 2011 - August 2011
Job Global Supply Manager at Apple
Industry Consumer Electronics
Experience
Apple  January 2015 - Present
Apple  February 2014 - January 2015
IBM  July 2012 - January 2014
UBS Wealth Management   May 2011 - August 2011
McGraw-Hill  August 2010 - December 2010
Alpha Epsilon Pi  August 2009 - September 2010
The McGraw Hill Companies  May 2010 - August 2010

Skills
Supply Chain Management, SAP, Process Improvement, Management, Project Management, Financial Analysis, Budgets, Outsourcing, Strategic Sourcing, Business Strategy, Sourcing, Analysis, Strategy, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Team Leadership, Customer Service, Data Analysis, Inventory Management, Access, Supply Chain, Start-ups, Forecasting, Business Analysis

Education
Penn State University   2008 — 2012
Bachelor's degree, Supply Chain and Information Systems Management, 3.73

Jessica Goldstein Jessica Goldstein Greater New York City Area Details
Jessica Goldstein's UBS Wealth Management Experience March 2015 - Present
Job Director, Product Manager at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management   March 2015 - Present
UBS Wealth Management Americas  March 2013 - February 2015
UBS Wealth Management Americas  February 2012 - March 2013
UBS Wealth Management Americas  May 2011 - February 2012
UBS Wealth Management Americas  July 2009 - April 2011
Lockheed Martin  May 2008 - August 2008

Skills
Wealth Management, Business Analysis, Requirements Analysis, Asset Allocation, PowerPoint, Visio, Product Development, Product Management, Requirements Writing, Excel, Word, Investment Planning

Education
Penn State University   2005 — 2009
BS, Computer Science

Eva Lau Eva Lau San Jose, California Details
Eva Lau's UBS Wealth Management Experience March 2010 - July 2012
Job Process Excellence & Change Enablement Manager at Accenture
Industry Information Technology and Services
Experience
Accenture  March 2015 - Present
Accenture  June 2013 - March 2015
Crown Worldwide Group  September 2012 - June 2013
UBS Wealth Management   March 2010 - July 2012
Spot Runner  May 2008 - June 2009
Civic Resource Group  May 2006 - May 2008
Fang Clothing Inc   June 2004 - May 2006
Greater Acceptance   September 2001 - June 2004

Skills
PMP, Software Project..., Change Management, Process Improvement, MBA, Innovative Problem..., Project Portfolio..., Budget Management, Great Motivator, Requirements Analysis, SDLC, Business Process, Business Intelligence, Business Strategy, Analysis, CRM, Management, Project Management, Team Management, Budgets, MS Project, Business Analysis, Leadership, Business Development, Project Planning, Team Building, Strategy

Education
American Intercontinential Unversity   2003 — 2004
MBA, Business Administration

Pepperdine University   1997 — 2001
Computer science, Business Administration and Management, General

David Cacarillo, Esq. David Cacarillo, Esq. Greater Los Angeles Area Details
David Cacarillo, Esq.'s UBS Wealth Management Experience November 2007 - August 2008
Job Vice President at JPMorgan Chase
Industry Legal Services
Experience
JPMorgan Chase  May 2013 - Present
TransPerfect  September 2010 - May 2013
Corrrell Law Group   September 2009 - September 2010
Hudson  August 2008 - July 2009
UBS Wealth Management   November 2007 - August 2008
Alschuler Grossman Stein & Kahan LLP (Now Bingham McCutchen)   2002 - 2004

Skills
Litigation Support, Document Review, Litigation, Project Management, Commercial Litigation, Relativity, Legal Discovery, Legal Writing, ESI, Legal Research, eDiscovery, Ediscovery for Mortgage...

Education
Pace University School of Law   2004 — 2007
JD

Washington University in St. Louis   1997 — 2001
BA

The Packer Collegiate Institute   1985 — 1997
Diploma

The Shrewsbury School   1995 — 1995
Term Abroad

Theotonius N. Ganguly Theotonius N. Ganguly Weehawken, New Jersey Details
Theotonius N. Ganguly's UBS Wealth Management Experience January 2014 - Present
Job Business Acquisition Operations
Industry Financial Services
Experience
UBS Wealth Management   January 2014 - Present
UBS Wealth Management   March 2011 - December 2013
UBS Wealth Management   March 2009 - February 2011
UBS Wealth Management   November 2007 - March 2009

Skills
PeopleSoft, SDLC, Change Management, Business Process..., Accounting, Human Resources, HRIS, Visio, Business Intelligence, Process Improvement, Vendor Management, SAP, SharePoint, Business Analysis, Risk Management, Financial Analysis, Financial Services, Financial Modeling, Equities, Portfolio Management

Education
Penn State University   2002 — 2006
Bachelor of Applied Science (BASc), Finance

Bin Sun Bin Sun Washington D.C. Metro Area Details
Bin Sun's UBS Wealth Management Experience November 2007 - December 2009
Job Financial Modeling Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  October 2009 - Present
UBS Wealth Management   November 2007 - December 2009
JPMorgan Chase  September 2006 - November 2007

Skills
Statistical Modeling, SAS, Fixed Income, Financial Modeling, Portfolio Management, Market Risk, VBA, Econometrics, Valuation, Corporate Finance, Credit Risk, Quantitative Analytics, Financial Analysis, Risk Management, Financial Risk, Management, Data Analysis, Finance, Analysis, Economics

Education
The Ohio State University   2002 — 2007
PhD, Economics

Peking University   2000 — 2002
MA, Economics

Peking University   1996 — 2000
BA, Economics

Jasleen Bansal Jasleen Bansal Greater Atlanta Area Details
Jasleen Bansal's UBS Wealth Management Experience November 2007 - February 2009
Job Entrepreneur
Industry Individual & Family Services
Experience
Singapore Expat Solutions   June 2013 - October 2014
Kotak Mahindra (UK) Ltd.   May 2010 - December 2010
BNP Paribas  March 2009 - May 2010
UBS Wealth Management   November 2007 - February 2009
Financial Partners International, Jakarta, Indonesia   August 2006 - October 2007
HDFC Bank, India   June 2003 - November 2005

Skills
Relationship Management, Listening to customers, New Business Development, Ideas Development, Strategic Financial..., Financial Services, Social Networking, Entrepreneurship, Wealth Management, CRM, Finance

Education
Panjab University   2001 — 2003
MBA, International Business

Thapar Institute of Engineering and Technology   1997 — 2001
Bachelor of Engineering, Civil

Gopinath Tatachar Gopinath Tatachar Greater New York City Area Details
Gopinath Tatachar's UBS Wealth Management Experience June 2005 - July 2006
Job Global Head of Engineering & Operations
Industry Financial Services
Experience
BNY Mellon  November 2013 - Present
NYU Langone Medical Center  August 2011 - September 2013
Goldman Sachs  August 2009 - August 2011
UBS Wealth Management, NJ   August 2008 - September 2009
UBS  August 2006 - July 2008
UBS Wealth Management   June 2005 - July 2006
UBS  March 2003 - June 2005
Credit Suisse  1996 - 2003
Goldman Sachs  January 1994 - May 1995
Nynex Science & Technology Center   April 1992 - December 1993

Skills
Vendor Management, IT Service Management, Program Management, Management, IT Operations, Service Delivery, ITIL, Project Management, IT Strategy, Networking, Enterprise Architecture, Integration, Disaster Recovery, IT Management, SDLC, Process Improvement, Leadership, Incident Management, Business Analysis, System Administration, Data Center, Infrastructure, Project Portfolio..., Information Security, Information Technology, PMP, PMO, Outsourcing, Business Continuity, Cloud Computing

Education
Pace University-Pleasantville/Briarcliff Campus
MS, Computer Science

University of Mysore
BE, Engineering

Anthony Mauer Anthony Mauer Greater New York City Area Details
Anthony Mauer's UBS Wealth Management Experience 2006 - 2007
Job Director of Product Delivery at Innovest Systems
Industry Financial Services
Experience
Innovest Systems  February 2013 - Present
Innovest Systems, LLC.   November 2008 - February 2013
Reval  October 2007 - November 2008
UBS Wealth Management   2006 - 2007
UBS Wealth Management   2003 - 2006
United States Marine Corps  June 1998 - June 2004
UBS Wealth Management   2001 - 2003

Skills
Business Analysis, CRM, SaaS, Account Management, Leadership, Management, Financial Services, Training, Project Planning, Analysis, Team Management, Budgets, Sales Management, Vendor Management, Project Management, Quality Assurance, Product Management, Salesforce.com, Strategic Planning, Integration, SDLC, Product Marketing, Team Building, Start-ups

Education
Penn State University   1996 — 2001
BA, Journalism

D. Norman Quynn, CFP® D. Norman Quynn, CFP® Wilmington, Delaware Details
D. Norman Quynn, CFP®'s UBS Wealth Management Experience April 2010 - May 2013
Job Senior Financial Advisor
Industry Financial Services
Experience
Capital One  September 2015 - Present
Morgan Stanley Wealth Management  May 2013 - September 2015
UBS Wealth Management   April 2010 - May 2013
BNY Mellon Wealth Management  February 2006 - March 2010

Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Asset Allocation, Wealth Management..., Investment Strategies, Finance, Trust Services, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investment Management

Education
Penn State University   2001 — 2005
Finance, Economics

Marge Grace Marge Grace Jacksonville, Florida Area Details
Marge Grace's UBS Wealth Management Experience 2010 - 2011
Job Consultant at First Annapolis Consulting
Industry Banking
Experience
First Annapolis Consulting  2003 - Present
UBS Financial  2010 - 2015
UBS Wealth Management   2010 - 2011
Infistar Corporation  1995 - 2002
Fair Isaac Corporation  1988 - 1993
Donnelley Marketing Information Services  1983 - 1987

Skills
Financial Services, Analytics, Credit Cards, Risk Management, Segmentation, Credit Risk, Financial Risk, Portfolio Management, Management Consulting, Management, Strategy, Business Strategy, Payments, Credit, Business Analysis, Retail Banking, Financial Modeling, Banking

Education
Pace University   1985 — 1987
Master of Business Administration (MBA)

Westlake High School   1971 — 1975

Lori Powers Lori Powers Greater New York City Area Details
Lori Powers's UBS Wealth Management Experience May 2007 - July 2011
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley  August 2011 - Present
UBS Wealth Management   May 2007 - July 2011
ADP  1998 - 2002
Brown Brothers Harriman  March 1983 - January 1993

Skills
Agile Methodologies, SDLC, Process Improvement, Requirements Analysis, Business Analysis, Project Management, Risk Management, Quality Center, MS Project, Access, Testing, Quality Assurance, SharePoint, Change Management, Team Building, Team Leadership, Microsoft Excel, Business Intelligence, PeopleSoft, Analysis, Microsoft Office, Product Management, Windows

Education
Canarsie High   1976 — 1980

Pace University
Chemisty and Physics

Robert Placet, CFA Robert Placet, CFA Greater New York City Area Details
Robert Placet, CFA's UBS Wealth Management Experience June 2004 - June 2007
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities  2009 - Present
UBS Investment Bank  2007 - 2009
UBS Wealth Management   June 2004 - June 2007

Education
Penn State University   2000 — 2004
Bachelor of Science, Finance

Chris Rowland Chris Rowland Dallas/Fort Worth Area Details
Chris Rowland's UBS Wealth Management Experience 1998 - 2007
Job CEO at Christopher Rowland Consulting, Inc.
Industry Financial Services
Experience
Christopher Rowland Consulting, Inc.   December 2008 - Present
UBS Wealth Management   1998 - 2007
ING Bank  January 1998 - December 1999
CIBC  January 1992 - November 1997

Skills
Due Diligence, Leadership, Product Management, Equities, Risk Management, Capital Markets, Banking, Management, Mergers & Acquisitions, Financial Risk, Financial Services, Wealth Management, Private Banking, Finance, Fixed Income, Mergers, Business Process, Hedge Funds, Regulations, Strategy

Education
Pace University - Lubin School of Business   1978 — 1982
BBA, Finance

Brad Kalas Brad Kalas Greater Los Angeles Area Details
Brad Kalas's UBS Wealth Management Experience March 2006 - May 2009
Job Wealth Management Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial  May 2009 - Present
UBS Wealth Management   March 2006 - May 2009

Education
Penn State University
B.S.

Leslie Andes Leslie Andes Weehawken, New Jersey Details
Leslie Andes's UBS Wealth Management Experience January 2007 - Present
Job Director, Human Resources
Industry Financial Services
Experience
UBS Wealth Management   January 2007 - Present
TD Securities  February 2001 - January 2007
Lehman Brothers, Inc  March 1999 - February 2001
Seligman Data Corp  January 1995 - January 1999
St Martin's Press  January 1994 - January 1995

Skills
Succession Planning, Deferred Compensation, HRIS, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Human Resources, Employee Engagement, PeopleSoft, Recruiting, Change Management, Applicant Tracking..., Organizational..., Payroll, Employee Benefits, New Hire Orientations

Education
Pace University   1987 — 1992
B.S, Business Administration

San Beda College   1979 — 1984

Jennifer D. Saglimbeni-Grimaldi Jennifer D. Saglimbeni-Grimaldi Greater New York City Area Details
Jennifer D. Saglimbeni-Grimaldi's UBS Wealth Management Experience January 2013 - Present
Job Mutual Funds Operations, Associate Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   January 2013 - Present
JPMorgan Chase  June 2012 - January 2013
UBS-SFA   September 2008 - September 2011
UBS Wealth Management   July 2007 - August 2008
UBS Wealth Management   June 2005 - July 2007

Skills
Investments, Series 6, Series 63, Life Insurance, Wealth, Business Analysis

Education
Pace University - Lubin School of Business   2000 — 2004
Business, International Management

Stephen Scagnelli Stephen Scagnelli Greater New York City Area Details
Stephen Scagnelli's UBS Wealth Management Experience June 2007 - Present
Job Director, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   June 2007 - Present
UBS  2007 - Present
UBS Wealth Management   2007 - 2010
Morgan Stanley  1985 - 2007
Morgan Stanley  1985 - 2007

Skills
Financial Analysis, Financial Risk, Alternative Investments, Finance, Operational Risk..., Hedge Funds, Securities, Account Reconciliation, Wealth Management, Due Diligence, Portfolio Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., PeopleSoft, Financial Accounting, Mergers & Acquisitions, Asset Management, Series 7, Derivatives, Process Improvement, Fixed Income, Corporate Finance, Financial Reporting, Investment Banking, General Ledger, Business Analysis, Mutual Funds, Accounting, Investments, Managerial Finance, Equities, Cash Management, Financial Services, Wealth Management...

Education
Pace University
BBA, Accounting

Jay McAndrew Jay McAndrew Greater New York City Area Details
Jay McAndrew's UBS Wealth Management Experience 1995 - 2006
Job Managing Director
Industry Financial Services
Experience
Emerging Global Advisors  2010 - Present
AllianceBernstein  January 2007 - December 2009
UBS Wealth Management   1995 - 2006

Skills
Asset Management, Investments, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, ETFs, Sales Management, Coaching, Series 7, Series 24, Series 65

Education
Penn State University   1988 — 1992
BS, Finance

Kellogg School of Management Executive Education: Accelerating Sales Team Performance

Investment Management Consultants Association
Certified Investment Management Analyst

John Vinci John Vinci Greater New York City Area Details
John Vinci's UBS Wealth Management Experience May 2008 - March 2010
Job Head of Banking Products at Barclays Wealth
Industry Financial Services
Experience
Barclays  August 2010 - Present
UBS Wealth Management   May 2008 - March 2010
UBS Wealth Management   November 2001 - April 2008
UBS Wealth Management   July 2003 - January 2006
Paine Webber  January 1995 - November 2001
Paine Webber  September 1993 - December 1995
Paine Webber  January 1990 - August 1993
Salomon Brothers  September 1987 - December 1989

Skills
Securities, ALM, Treasury, Equities, Interest Rate Risk..., Fixed Income, Investments, Portfolio Management, Trading, Derivatives, Financial Modeling, Banking, Business Strategy, Capital Markets, Finance, Financial Risk, Financial Services, Cash Management, Hedge Funds, Financial Analysis, Strategy

Education
Pace University - Lubin School of Business   1980 — 1984
Bachelors, Public Accounting

Xaverian High School   1976 — 1980
Diploma, Accounting

University of Pennsylvania - The Wharton School
SIFMA Executive Development Program

Jaime McNeil Bergen Jaime McNeil Bergen Greater New York City Area Details
Jaime McNeil Bergen's UBS Wealth Management Experience 2003 - May 2009
Job The Prudential Insurance Company of America
Industry Human Resources
Experience
Prudential Financial  October 2009 - Present
UBS Wealth Management   2003 - May 2009
Tefen USA  2000 - 2003

Skills
Lotus Notes, Human Resources, Outlook, Administrative..., Onboarding

Education
Pace University-Pleasantville/Briarcliff Campus
BS

Louis Barbuto Louis Barbuto Greater New York City Area Details
Louis Barbuto's UBS Wealth Management Experience December 2013 - Present
Job Associate Director, Structured Solutions at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2013 - Present
UBS Wealth Management   April 2013 - November 2013
UBS Wealth Management   February 2011 - March 2013
Pearson plc  May 2009 - August 2009

Skills
Structured Products, FINRA, Fixed Income, Bonds, Six Sigma, Microsoft Office

Education
Penn State University   2006 — 2010
Bachelor of Science (BS), Economics

Aaron Piccone, CFA Aaron Piccone, CFA Cleveland/Akron, Ohio Area Details
Aaron Piccone, CFA's UBS Wealth Management Experience July 2007 - Present
Job Portfolio Strategy Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2007 - Present
BNY Mellon  January 2007 - July 2007
Merrill Lynch  January 1997 - January 2007

Skills
Wealth Management, Mutual Funds, Portfolio Management, Finance, Hedge Funds, Investments, Asset Allocation, Series 7, Investment Advisory, Retirement Planning, Investment Strategies

Education
Pepperdine University   1993 — 1996
Business Administration, Business

Brenda Bellantone Brenda Bellantone Greater New York City Area Details
Brenda Bellantone's UBS Wealth Management Experience April 2005 - June 2009
Job Analyst at The Manhattan Family Office
Industry Financial Services
Experience
MFO   July 2009 - Present
UBS Wealth Management   April 2005 - June 2009

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

Education
Pace University - Lubin School of Business   1980 — 1984
Bachelor of Business Administration, Accounting

Lawerence Scott Lawerence Scott Greater New York City Area Details
Lawerence Scott's UBS Wealth Management Experience Vice PresidentCitigroupSeptember 2003 - October 2006
Job Banking Professional
Industry Financial Services
Experience
UBS Wealth Management   Vice PresidentCitigroupSeptember 2003 - October 2006
JP Morgan Chase  June 2002 - July 2003

Education
Pace University - Lubin School of Business   1999 — 2002
MBA

Rutgers, The State University of New Jersey-Newark   1989 — 1993
BS

Jared Banner, MBA, CFP ® Jared Banner, MBA, CFP ® Greater Boston Area Details
Jared Banner, MBA, CFP ®'s UBS Wealth Management Experience March 2007 - April 2010
Job Certified Financial Planner ™ for highnetworth and ultrahighnetworth clientele
Industry Financial Services
Experience
Andersen Tax  June 2011 - Present
Golden Living  June 2010 - January 2012
UBS Wealth Management   March 2007 - April 2010
Sovereign Bank  October 2005 - March 2007
UBS Wealth Management   October 2002 - July 2005

Skills
Mutual Funds, Investments, Bloomberg, Strategic Financial..., Microsoft Excel, Fixed Income, Financial Services, Banking, PowerPoint, Insurance, Microsoft Office, Outlook, Microsoft Word, Cash Flow, Research, Customer Service, Structured Products, Microsoft Money, Funding, Series 7, Public Speaking, Consulting, Portfolio Management, Business Development, New Business Development, Finance, Analysis, Financial Planning

Education
Penn State University   2003 — 2005
M.B.A., Business Administration - Finance

Penn State University   1998 — 2002
B.S., Business Economics

Juliana Clarkson Juliana Clarkson Greater New York City Area Details
Juliana Clarkson's UBS Wealth Management Experience December 2008 - May 2009
Job VP of Business Development at Inclined Capital, LLC
Industry Financial Services
Experience
Inclined Capital, LLC   June 2014 - Present
JPMorgan Chase  August 2012 - April 2014
JPMorgan Chase  August 2011 - August 2012
JPMorgan Chase  August 2010 - July 2011
Apple Retail  November 2009 - July 2010
UBS Wealth Management   December 2008 - May 2009

Skills
Finance, Microsoft Office, Risk Management, Portfolio Management, Team Leadership, Forecasting, Investments, Financial Analysis, Analysis, Bonds, Management

Education
Pace University - Lubin School of Business   2006 — 2010
Bachelor of Business Administration (BBA), Finance

David Friedenberg David Friedenberg Greater New York City Area Details
David Friedenberg's UBS Wealth Management Experience August 1994 - September 2010
Job Vice President, Project Manager at Citi Group
Industry Financial Services
Experience
Citi Group  March 2011 - Present
Barclays Wealth  July 2010 - April 2011
UBS Wealth Management   August 1994 - September 2010
Prudential Financial  May 1987 - August 1994

Education
Rutgers University-New Brunswick   1982 — 1987
BA, Economics

Pace University - Lubin School of Business
MBA, Accounting

Jeffrey Lowden, CFP Jeffrey Lowden, CFP Greater Pittsburgh Area Details
Jeffrey Lowden, CFP's UBS Wealth Management Experience 1989 - 2012
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS  2012 - Present
UBS Wealth Management   1989 - 2012
Ernst & Young  December 1984 - July 1987

Education
Penn State University   1987 — 1989
MBA, Finance

Penn State University   1980 — 1984
B.S, Accounting

Rosemarie Albergo Rosemarie Albergo Greater New York City Area Details
Rosemarie Albergo's UBS Wealth Management Experience July 1983 - Present
Job
Industry Accounting
Experience
UBS Wealth Management   July 1983 - Present
KPMG  July 1979 - June 1983

Education
Pace University - Lubin School of Business   1975 — 1979
Bachelor of Business Administration, Accounting

Billy Barefoot II Billy Barefoot II Boston, Massachusetts Details
Billy Barefoot II's UBS Wealth Management Experience August 2014 - December 2014
Job Compliance Officer Global Exchange (SSGX) at State Street
Industry Financial Services
Experience
State Street  April 2015 - Present
UBS Wealth Management   August 2014 - December 2014
UBS Wealth Management   June 2013 - August 2013
United States Marine Corps  December 2009 - June 2011
United States Marine Corps  April 2009 - November 2009
United States Marine Corps  June 2007 - March 2009

Skills
Communication, Leadership, Project Management, Written & Oral..., Operations Management, Group Training, Purchasing, Microsoft Excel, Security Clearance, Military, Command, Government, Operational Planning, Recruiting, Military Operations, Military Experience, Alternative Investments, Management, Public Speaking, Training, Microsoft Office, PowerPoint

Education
Pace University - Lubin School of Business   2012 — 2014
Bachelor's Degree, Finance and Financial Management Services

SUNY Orange   2011 — 2012
Business Administration and Management, General

Angelique (Gilkin) Orbach Angelique (Gilkin) Orbach Greater Philadelphia Area Details
Angelique (Gilkin) Orbach's UBS Wealth Management Experience April 2005 - July 2012
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Morgan Stanley Wealth Management  July 2012 - June 2015
Crystal Castle Publishing   September 2009 - 2015
UBS Wealth Management   April 2005 - July 2012

Skills
Publishing, Social Media, Public Relations, Social Media Marketing, Editing, Public Speaking, Marketing Communications, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Creative Writing, Investments

Education
Penn State University   1989 — 1993
Bachelor of Arts (BA), Speech Communication and Rhetoric

Upper Darby High

Caroline Virella Caroline Virella Greater New York City Area Details
Caroline Virella's UBS Wealth Management Experience 2005 - Present
Job Director Money Laundering Prevention
Industry Financial Services
Experience
UBS Wealth Management   2005 - Present
Wachovia Securities Financial Network  2002 - 2005

Skills
Anti Money Laundering, Hedge Funds, Banking, AML, Due Diligence, Surveillance, USA PATRIOT Act, KYC, Financial Risk, Brokerage, OFAC, Securities, Financial Services, Wealth Management

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA)

State University of New York College at Oneonta
Bachelor of Applied Science (B.A.Sc.), Economics

Ryan Safko Ryan Safko Greater New York City Area Details
Ryan Safko's UBS Wealth Management Experience April 2015 - Present
Job Wealth Management Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2015 - Present
Pace University  November 2012 - April 2015
New York Parks Department   October 2014 - December 2014
Optimal Sport Health Clubs  February 2012 - August 2012

Education
Pace University   2012 — 2016
BBA, Finance

Pace University - Lubin School of Business   2012 — 2016
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Joseph J. Heaphy Joseph J. Heaphy Greater New York City Area Details
Joseph J. Heaphy's UBS Wealth Management Experience August 2013 - Present
Job GTP Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2013 - Present
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Excel, Leadership, Organization, Microsoft Office, Building Relationships, Teamwork, Economics, Wealth Management, Business Strategy, Financial Analysis, Community Service

Education
Penn State University   2009 — 2013
Bachelor of Science (B.S.), Finance, 3.87

Garden City High School   2005 — 2009

Davica Walker Davica Walker Kansas City, Missouri Area Details
Davica Walker's UBS Wealth Management Experience October 2013 - Present
Job Branch Office Administrator at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2013 - Present
Morgan Stanley Wealth Management  December 2001 - October 2013

Education
Park University
Bachelor of Arts (BA), Communication Arts Theory and Human Relations

Henry Kwok Henry Kwok Westfield, New Jersey Details
Henry Kwok's UBS Wealth Management Experience June 2012 - August 2012
Job Analyst at The ALS Group
Industry Accounting
Experience
The ALS Group  July 2014 - Present
UBS Wealth Management   June 2012 - August 2012
Century Capital LLC   June 2011 - August 2011

Skills
Accounting, International Business, Corporate Finance, Microsoft Excel

Education
Penn State University   2009 — 2014
Bachelor of Science (B.S.), Accounting and International Business

Westfield High School   2005 — 2009

Joseph Allard Joseph Allard Mineola, New York Details
Joseph Allard's UBS Wealth Management Experience January 2001 - September 2006
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  2012 - Present
UBS Wealth Management   January 2001 - September 2006

Skills
Leadership, Insurance, Risk Management, Financial Analysis, Customer Service, Business Analysis, Investments, Financial Services, Financial Planning, Finance, Business Development, Team Building, Microsoft Office, Business Strategy, Analysis, Mutual Funds, Life Insurance, Program Management, Business Planning, Wealth Management, Public Speaking, Fixed Annuities, Change Management, Marketing Strategy, Securities, Financial Modeling, Retirement Planning, Asset Management, Operations Management, Cross-functional Team..., Series 7,63, 24, 53

Education
Pace University - Lubin School of Business   2002 — 2005
Master of Business Administration (MBA), Financial Management

Long Island University/ C.W. Post

William Denker William Denker New York, New York Details
William Denker's UBS Wealth Management Experience June 2010 - Present
Job Director, Offshore Relationship Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2010 - Present

Education
Pace University - Lubin School of Business   1985 — 1989
Master of Business Administration (M.B.A.), Strategic Management

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