UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
David A. Jones II David A. Jones II's UBS Wealth Management Experience May 2011 - August 2011
Job Business Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - November 2014
Interimlender.com June 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Skills
Internal Audit, Finance, Financial Risk, Portfolio Management, Financial Services, Strategic Financial..., Communication Skills, Leadership, Teamwork, Credit, Fixed Income, Credit Risk, Banking, Credit Analysis, Commercial Banking, Loans, Commercial Lending, Relationship Management, Financial Planning
Education
Purdue University 2010 — 2013
Bachelor's degree, Agricultural Finance
Wells Fargo December 2013 - November 2014
Interimlender.com June 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Skills
Internal Audit, Finance, Financial Risk, Portfolio Management, Financial Services, Strategic Financial..., Communication Skills, Leadership, Teamwork, Credit, Fixed Income, Credit Risk, Banking, Credit Analysis, Commercial Banking, Loans, Commercial Lending, Relationship Management, Financial Planning
Education
Purdue University 2010 — 2013
Bachelor's degree, Agricultural Finance
Jaimie M. Blackman, M.S.Ed., CWS® Jaimie M. Blackman, M.S.Ed., CWS®'s UBS Wealth Management Experience August 2002 - March 2009
Job President, BH Wealth Management
Industry Financial Services
Experience
BH Wealth Mangement March 2009 - Present
UBS Wealth Management August 2002 - March 2009
Ladenburg Thalmann January 2000 - February 2002
Media Solutions April 1989 - December 2000
Skills
Wealth Management, Finance, Investments, Financial Advisory, Strategic Planning, Securities, Investment Advisory, Retirement, Wealth Management..., Wealth, Estate Planning, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Services, Financial Planning
Education
City University of New York-Queens College
MS, Education
BH Wealth Mangement March 2009 - Present
UBS Wealth Management August 2002 - March 2009
Ladenburg Thalmann January 2000 - February 2002
Media Solutions April 1989 - December 2000
Skills
Wealth Management, Finance, Investments, Financial Advisory, Strategic Planning, Securities, Investment Advisory, Retirement, Wealth Management..., Wealth, Estate Planning, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Services, Financial Planning
Education
City University of New York-Queens College
MS, Education
Joseph D'Amico, CIMA®, AIF® Joseph D'Amico, CIMA®, AIF®'s UBS Wealth Management Experience February 2005 - November 2007
Job Vice President, Sr. Regional Advisory Consultant at LPL Financial Investment & Planning Solutions
Industry Financial Services
Experience
LPL Financial November 2007 - Present
UBS Wealth Management February 2005 - November 2007
UBS Wealth Management August 2001 - February 2005
UBS Wealth Management June 1998 - August 2001
UBS Wealth Management January 1996 - June 1998
Skills
Series 7, Series 63, Series 65, Certified Investment..., Accredited Investment..., Asset Allocation, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, ETFs, Separately Managed..., Finance, Investment Strategies, Fiduciary, Financial Advisory, Alternative Investments, Investments
Education
Ramapo College of New Jersey
Bachelor of Science (B.S.), Finance, General
Bergen County Police and Fire Academy
Fordham University
Don Bosco Preparatory High School
LPL Financial November 2007 - Present
UBS Wealth Management February 2005 - November 2007
UBS Wealth Management August 2001 - February 2005
UBS Wealth Management June 1998 - August 2001
UBS Wealth Management January 1996 - June 1998
Skills
Series 7, Series 63, Series 65, Certified Investment..., Accredited Investment..., Asset Allocation, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, ETFs, Separately Managed..., Finance, Investment Strategies, Fiduciary, Financial Advisory, Alternative Investments, Investments
Education
Ramapo College of New Jersey
Bachelor of Science (B.S.), Finance, General
Bergen County Police and Fire Academy
Fordham University
Don Bosco Preparatory High School
Darren Willoughby's UBS Wealth Management Experience May 2013 - May 2013
Job Student at Providence College
Industry Financial Services
Experience
UBS Wealth Management May 2013 - May 2013
Leadership Through Athletics July 2010 - August 2011
Education
Providence College 2013 — 2017
Boys' latin School of Maryland 2006 — 2013
Diploma in General Studies, 3.7
UBS Wealth Management May 2013 - May 2013
Leadership Through Athletics July 2010 - August 2011
Education
Providence College 2013 — 2017
Boys' latin School of Maryland 2006 — 2013
Diploma in General Studies, 3.7
Corinne Yeates Corinne Yeates's UBS Wealth Management Experience May 2011 - June 2013
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
UBS Wealth Management May 2011 - June 2013
UBS July 2009 - May 2011
PSE&G June 2006 - August 2007
Skills
Wealth Management, MS Project, Six Sigma, Microsoft Excel, Management, Equities, Series 7, PowerPoint, Fixed Income, Financial Analysis, Project Management, Event Planning, Microsoft Word
Education
Providence College 2005 — 2009
Bachelor of Science, Finance
JPMorgan Chase June 2013 - Present
UBS Wealth Management May 2011 - June 2013
UBS July 2009 - May 2011
PSE&G June 2006 - August 2007
Skills
Wealth Management, MS Project, Six Sigma, Microsoft Excel, Management, Equities, Series 7, PowerPoint, Fixed Income, Financial Analysis, Project Management, Event Planning, Microsoft Word
Education
Providence College 2005 — 2009
Bachelor of Science, Finance
Nick Martitsch Nick Martitsch's UBS Wealth Management Experience 2005 - 2007
Job Corporate Attorney and Senior Executive
Industry Legal Services
Experience
OANDA August 2014 - Present
Deal Labs December 2013 - August 2014
Hercules Technology Growth Capital, Inc. 2007 - October 2013
UBS Wealth Management 2005 - 2007
Captara Corporation 2004 - 2005
SVB Financial Group 2002 - 2003
Wired Capital 2000 - 2001
SVB Financial Group 1999 - 2000
Dell Financial Services 1997 - 1999
Newcourt Credit Group 1993 - 1997
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Development, Due Diligence, Securities Regulation, Secured Transactions, Intellectual Property, Corporate Finance, Corporate Governance, Joint Ventures, Business Development, Finance, Corporate Law, IPO, Start-ups
Education
Princeton University
Bachelor's degree, Philosophy
Washington and Lee University School of Law
Doctor of Law (JD), Corporate, commercial, intellectual property and securities law
OANDA August 2014 - Present
Deal Labs December 2013 - August 2014
Hercules Technology Growth Capital, Inc. 2007 - October 2013
UBS Wealth Management 2005 - 2007
Captara Corporation 2004 - 2005
SVB Financial Group 2002 - 2003
Wired Capital 2000 - 2001
SVB Financial Group 1999 - 2000
Dell Financial Services 1997 - 1999
Newcourt Credit Group 1993 - 1997
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Development, Due Diligence, Securities Regulation, Secured Transactions, Intellectual Property, Corporate Finance, Corporate Governance, Joint Ventures, Business Development, Finance, Corporate Law, IPO, Start-ups
Education
Princeton University
Bachelor's degree, Philosophy
Washington and Lee University School of Law
Doctor of Law (JD), Corporate, commercial, intellectual property and securities law
Bruce Wain Bruce Wain's UBS Wealth Management Experience March 2000 - August 2008
Job Director; Assistant Complex Director Minnesota at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - July 2014
Morgan Stanley August 2008 - February 2013
UBS Wealth Management March 2000 - August 2008
Merrill Lynch March 1996 - March 2000
Reynolds Metals Company 1993 - 1996
Calcitek, Inc. 1991 - 1992
Pfizer-Shiley, Inc. 1990 - 1991
US Navy 1985 - 1990
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1994
Master of Business Administration (M.B.A.)
United States Naval Academy 1981 — 1985
Bachelor of Science (B.S.), Applied Science
The Peddie School 1979 — 1981
Kinnelon High School 1977 — 1979
UBS July 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - July 2014
Morgan Stanley August 2008 - February 2013
UBS Wealth Management March 2000 - August 2008
Merrill Lynch March 1996 - March 2000
Reynolds Metals Company 1993 - 1996
Calcitek, Inc. 1991 - 1992
Pfizer-Shiley, Inc. 1990 - 1991
US Navy 1985 - 1990
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1994
Master of Business Administration (M.B.A.)
United States Naval Academy 1981 — 1985
Bachelor of Science (B.S.), Applied Science
The Peddie School 1979 — 1981
Kinnelon High School 1977 — 1979
Louis J. Grimaldi Louis J. Grimaldi's UBS Wealth Management Experience November 2000 - December 2008
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - Present
UBS Wealth Management November 2000 - December 2008
Skills
Mutual Funds, Retirement Planning, Investments, Investment Strategies, Asset Allocation, Wealth Preservation..., Risk Management, 401k Rollovers, Estate Investment..., Insurance, Portfolio Management, Finance, Retirement, Financial Analysis
Education
Plymouth State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Attleboro High School 1985 — 1989
Wells Fargo Advisors December 2008 - Present
UBS Wealth Management November 2000 - December 2008
Skills
Mutual Funds, Retirement Planning, Investments, Investment Strategies, Asset Allocation, Wealth Preservation..., Risk Management, 401k Rollovers, Estate Investment..., Insurance, Portfolio Management, Finance, Retirement, Financial Analysis
Education
Plymouth State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Attleboro High School 1985 — 1989
Amanda Falco Amanda Falco's UBS Wealth Management Experience December 1999 - July 2008
Job Senior Technology Training Specialist Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
UBS Wealth Management December 1999 - July 2008
UBS Wealth Management September 1998 - December 1999
PaineWebber July 1997 - September 1998
PaineWebber February 1996 - July 1997
Skills
Financial Services, Hands-on Training, Instructor-led Training, Training Delivery, Wealth Management, Information Technology, Private Wealth..., Consulting, Training, Asset Allocation, Human Resources, Wealth Management..., Mutual Funds, IT Strategy, Investments, Learning Management..., Financial Analysis, Series 7, Business Analysis, Adult Education, Workshop Facilitation, ADDIE
Education
Santa Monica College 1988 — 1990
AA, Business Management
Ramapo College of New Jersey 1986 — 1988
AA, Business
Oakton High School 1985 — 1986
Morgan Stanley Wealth Management April 2010 - Present
UBS Wealth Management December 1999 - July 2008
UBS Wealth Management September 1998 - December 1999
PaineWebber July 1997 - September 1998
PaineWebber February 1996 - July 1997
Skills
Financial Services, Hands-on Training, Instructor-led Training, Training Delivery, Wealth Management, Information Technology, Private Wealth..., Consulting, Training, Asset Allocation, Human Resources, Wealth Management..., Mutual Funds, IT Strategy, Investments, Learning Management..., Financial Analysis, Series 7, Business Analysis, Adult Education, Workshop Facilitation, ADDIE
Education
Santa Monica College 1988 — 1990
AA, Business Management
Ramapo College of New Jersey 1986 — 1988
AA, Business
Oakton High School 1985 — 1986
Aniruddh Ghatpande's UBS Wealth Management Experience August 2011 - July 2013
Job Software Engineer at Ariba
Industry Computer Software
Experience
Ariba@SAP Company July 2013 - Present
UBS Wealth Management August 2011 - July 2013
Purdue University August 2009 - May 2011
Amazon.com May 2010 - August 2010
CSC 2006 - 2009
Skills
JavaScript, Java, HTML, Distributed Systems, SQL, Web Services, Java Enterprise Edition, Algorithms, Object Oriented Design, jQuery, PHP, Drupal, Memcached, Software Development
Education
Purdue University 2009 — 2011
Master of Science
SGSITS 2002 — 2006
Bachelor of Engineering, Computer Science
Ariba@SAP Company July 2013 - Present
UBS Wealth Management August 2011 - July 2013
Purdue University August 2009 - May 2011
Amazon.com May 2010 - August 2010
CSC 2006 - 2009
Skills
JavaScript, Java, HTML, Distributed Systems, SQL, Web Services, Java Enterprise Edition, Algorithms, Object Oriented Design, jQuery, PHP, Drupal, Memcached, Software Development
Education
Purdue University 2009 — 2011
Master of Science
SGSITS 2002 — 2006
Bachelor of Engineering, Computer Science
David Annanders II David Annanders II's UBS Wealth Management Experience August 2007 - July 2011
Job Director Investments at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. July 2011 - Present
UBS Wealth Management August 2007 - July 2011
Capital Group Co., Inc. December 1996 - December 2000
Skills
Investment Strategies, Investments, Financial Services, Financial Advisory, Securities, Wealth Management..., Stock Due Diligence, Fixed Income Strategies, Retirement Savings, Estate Investment..., Insurance, Deferred Compensation..., Asset Allocation, Tax-Efficient Strategies, Retirement, 401(k) Rollovers, Wealth-Preservation..., Microsoft Office,..., Retirement-Plan..., Risk Management..., Multigenerational...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
University of Southern California
Master's Degree, Economics
Oppenheimer & Co. Inc. July 2011 - Present
UBS Wealth Management August 2007 - July 2011
Capital Group Co., Inc. December 1996 - December 2000
Skills
Investment Strategies, Investments, Financial Services, Financial Advisory, Securities, Wealth Management..., Stock Due Diligence, Fixed Income Strategies, Retirement Savings, Estate Investment..., Insurance, Deferred Compensation..., Asset Allocation, Tax-Efficient Strategies, Retirement, 401(k) Rollovers, Wealth-Preservation..., Microsoft Office,..., Retirement-Plan..., Risk Management..., Multigenerational...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
University of Southern California
Master's Degree, Economics
Salina Nawaz Salina Nawaz's UBS Wealth Management Experience September 2009 - December 2009
Job Finance Operations Analyst at Kaplan Test Prep
Industry Accounting
Experience
Kaplan Test Prep November 2014 - Present
SFX Entertainment, Inc. September 2014 - September 2014
Related Companies March 2014 - July 2014
Toyota Tsusho America February 2011 - March 2014
Affinity Solutions August 2011 - February 2012
UBS Wealth Management September 2009 - December 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Accounts Payable, Forecasting, International Business, Cash Management, Account Reconciliation, Financial Statements, Credit, Payments, Management, Cash Flow, General Ledger, Peachtree, NetSuite, JD Edwards, Accounts Receivable
Education
City University of New York-Queens College 2005 — 2010
Bachelor of Business Administration (BBA) & Bachelor of Arts in Economics, Finance, General
Kaplan Test Prep November 2014 - Present
SFX Entertainment, Inc. September 2014 - September 2014
Related Companies March 2014 - July 2014
Toyota Tsusho America February 2011 - March 2014
Affinity Solutions August 2011 - February 2012
UBS Wealth Management September 2009 - December 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Accounts Payable, Forecasting, International Business, Cash Management, Account Reconciliation, Financial Statements, Credit, Payments, Management, Cash Flow, General Ledger, Peachtree, NetSuite, JD Edwards, Accounts Receivable
Education
City University of New York-Queens College 2005 — 2010
Bachelor of Business Administration (BBA) & Bachelor of Arts in Economics, Finance, General
Bill Pang's UBS Wealth Management Experience March 2010 - February 2012
Job Trader at Bridgewater Associates
Industry Higher Education
Experience
Bridgewater Associates November 2014 - Present
Goldman Sachs July 2012 - Present
Princeton University September 2008 - June 2012
UBS Wealth Management March 2010 - February 2012
Goldman Sachs June 2011 - September 2011
General Electric July 2010 - September 2010
Infosys Technologies Ltd July 2009 - September 2009
Education
Princeton University 2008 — 2012
BSE, Electrical Engineering
Bridgewater Associates November 2014 - Present
Goldman Sachs July 2012 - Present
Princeton University September 2008 - June 2012
UBS Wealth Management March 2010 - February 2012
Goldman Sachs June 2011 - September 2011
General Electric July 2010 - September 2010
Infosys Technologies Ltd July 2009 - September 2009
Education
Princeton University 2008 — 2012
BSE, Electrical Engineering
Kathryn (Katy) Leoni Kathryn (Katy) Leoni's UBS Wealth Management Experience August 2008 - January 2009
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
Misc. September 2014 - December 2014
University of Chicago Booth School of Business August 2012 - June 2014
The Boston Consulting Group June 2013 - August 2013
Chemonics International October 2011 - August 2012
Chemonics International January 2011 - October 2011
Chemonics International August 2009 - January 2011
Grameen Bank May 2009 - July 2009
NYU Stern / World Bank / Singapore Management University November 2008 - May 2009
UBS Wealth Management August 2008 - January 2009
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Institut Linguistique Adenet 2014 — 2014
Certificate, French Language (Level B/C)
L'École Française 2014 — 2014
French Language (Level 13-14/20)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2010
Certificate, International Finance
New York University - Leonard N. Stern School of Business 2006 — 2009
BSc, Finance & International Business
Peking University - Guanghua School of Management 2008 — 2008
Certificate, Doing Business in China
Punahou School 2003 — 2006
High School
Universite Catholique de l'Ouest 2005 — 2005
Certificate, French Studies (Level 7/9)
Iolani School 2002 — 2003
High School
The Boston Consulting Group January 2015 - Present
Misc. September 2014 - December 2014
University of Chicago Booth School of Business August 2012 - June 2014
The Boston Consulting Group June 2013 - August 2013
Chemonics International October 2011 - August 2012
Chemonics International January 2011 - October 2011
Chemonics International August 2009 - January 2011
Grameen Bank May 2009 - July 2009
NYU Stern / World Bank / Singapore Management University November 2008 - May 2009
UBS Wealth Management August 2008 - January 2009
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Institut Linguistique Adenet 2014 — 2014
Certificate, French Language (Level B/C)
L'École Française 2014 — 2014
French Language (Level 13-14/20)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2010
Certificate, International Finance
New York University - Leonard N. Stern School of Business 2006 — 2009
BSc, Finance & International Business
Peking University - Guanghua School of Management 2008 — 2008
Certificate, Doing Business in China
Punahou School 2003 — 2006
High School
Universite Catholique de l'Ouest 2005 — 2005
Certificate, French Studies (Level 7/9)
Iolani School 2002 — 2003
High School
Nicolas Silva's UBS Wealth Management Experience June 2008 - August 2008
Job Vicepresident at Goldman Sachs
Industry Banking
Experience
Goldman Sachs August 2010 - Present
Deutsche Bank August 2009 - October 2010
Theranostics Health January 2009 - May 2009
UBS Wealth Management June 2008 - August 2008
Jacob Dean June 2007 - June 2008
General Electric January 2007 - June 2007
Purdue University August 2005 - December 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Finance, Investment Banking, Leadership, Management, Product Development, Six Sigma, Valuation, Corporate Finance
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Science in Finance, Finance
Purdue University 2003 — 2006
Bachelor of Science in Mechanical Engineering, Mechanical Engineering
Goldman Sachs August 2010 - Present
Deutsche Bank August 2009 - October 2010
Theranostics Health January 2009 - May 2009
UBS Wealth Management June 2008 - August 2008
Jacob Dean June 2007 - June 2008
General Electric January 2007 - June 2007
Purdue University August 2005 - December 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Finance, Investment Banking, Leadership, Management, Product Development, Six Sigma, Valuation, Corporate Finance
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Science in Finance, Finance
Purdue University 2003 — 2006
Bachelor of Science in Mechanical Engineering, Mechanical Engineering
Josh Haveles Josh Haveles's UBS Wealth Management Experience April 2015 - Present
Job Wealth Management Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2008 - Present
Enterprise Rent-A-Car November 2005 - April 2008
Education
Providence College 2000 — 2004
Bachelor of Science (BS), Marketing
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2008 - Present
Enterprise Rent-A-Car November 2005 - April 2008
Education
Providence College 2000 — 2004
Bachelor of Science (BS), Marketing
Karen Bucknell Karen Bucknell's UBS Wealth Management Experience March 2007 - July 2008
Job Senior Executive Assistant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2008 - Present
UBS Wealth Management March 2007 - July 2008
UBS Financial Services 2007 - 2008
L'Oreal September 2004 - March 2007
Lehman Brothers June 1997 - October 2004
Skills
Administrative Support, PowerPoint, Excel, Word, Calendars, Outlook, Lotus Notes, Telephone Skills, Invoicing, Microsoft Office, Access, Front Office, Data Entry, PeopleSoft, Internet Explorer, Bloomberg, Scheduling, Onboarding, Visio, Coordination, Time Management, Customer Service, Bookkeeping, Conferences, Expenses, Expense Management, Typing, Microsoft Excel, Administrative..., Asset Management, Microsoft Word, Recruiting, Administrative..., Process Scheduler, Human Resources, Travel Arrangements, Management, Corporate Finance
Education
Queensborough Community College 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
August Martin 1980 — 1984
Business Administration, Business
Deutsche Bank July 2008 - Present
UBS Wealth Management March 2007 - July 2008
UBS Financial Services 2007 - 2008
L'Oreal September 2004 - March 2007
Lehman Brothers June 1997 - October 2004
Skills
Administrative Support, PowerPoint, Excel, Word, Calendars, Outlook, Lotus Notes, Telephone Skills, Invoicing, Microsoft Office, Access, Front Office, Data Entry, PeopleSoft, Internet Explorer, Bloomberg, Scheduling, Onboarding, Visio, Coordination, Time Management, Customer Service, Bookkeeping, Conferences, Expenses, Expense Management, Typing, Microsoft Excel, Administrative..., Asset Management, Microsoft Word, Recruiting, Administrative..., Process Scheduler, Human Resources, Travel Arrangements, Management, Corporate Finance
Education
Queensborough Community College 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
August Martin 1980 — 1984
Business Administration, Business
Neil Newman Neil Newman's UBS Wealth Management Experience February 2009 - Present
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Morgan Stanley February 1988 - February 2009
Skills
Investments, Finance, Financial Advisory, Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
Philadelphia University 1975 — 1979
Bachlors of Science, Finance
UBS Wealth Management February 2009 - Present
Morgan Stanley February 1988 - February 2009
Skills
Investments, Finance, Financial Advisory, Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
Philadelphia University 1975 — 1979
Bachlors of Science, Finance
Curran Mitchell Curran Mitchell's UBS Wealth Management Experience September 2012 - January 2013
Job Alternative Investment Services, Investor Relations Operations at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
ICR January 2015 - February 2015
ICR July 2013 - February 2015
UBS Wealth Management September 2012 - January 2013
Province Mortgage Associates February 2012 - September 2012
Advantage Tax Advisors December 2011 - January 2012
Skills
Social Media, Marketing Research, Email Marketing, Financial Analysis, Integrated Marketing, Business Analysis, Microsoft Office, Outlook, Managerial Finance, Data Analysis, Marketing Management, Social Media Marketing, Event Planning, Social Networking, SPSS, Public Speaking, PowerPoint, Event Management, Marketing Communications, WordPress
Education
Providence College 2009 — 2013
Bachelor of Science (BS), Marketing, concentration in Finance
Academy of Our Lady of Mercy, Lauralton Hall 2005 — 2009
3.78
J.P. Morgan March 2015 - Present
ICR January 2015 - February 2015
ICR July 2013 - February 2015
UBS Wealth Management September 2012 - January 2013
Province Mortgage Associates February 2012 - September 2012
Advantage Tax Advisors December 2011 - January 2012
Skills
Social Media, Marketing Research, Email Marketing, Financial Analysis, Integrated Marketing, Business Analysis, Microsoft Office, Outlook, Managerial Finance, Data Analysis, Marketing Management, Social Media Marketing, Event Planning, Social Networking, SPSS, Public Speaking, PowerPoint, Event Management, Marketing Communications, WordPress
Education
Providence College 2009 — 2013
Bachelor of Science (BS), Marketing, concentration in Finance
Academy of Our Lady of Mercy, Lauralton Hall 2005 — 2009
3.78
Fatima zohra El Miliani's UBS Wealth Management Experience 2012 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
Luxottica Group April 2014 - Present
UBS Wealth Management 2012 - Present
International Interpreters,Legal Interpreting Services 2008 - December 2012
New York Foundling Hospital September 2009 - December 2010
Skills
Foreign Languages, Translation, Social Media, Customer Service, Finance, Interpreting, Multilingual, Investments, Securities, Event Planning, Globalization
Education
Queens College 2007 — 2012
Bachelor's degree, Finance, accounting and Economics
Luxottica Group April 2014 - Present
UBS Wealth Management 2012 - Present
International Interpreters,Legal Interpreting Services 2008 - December 2012
New York Foundling Hospital September 2009 - December 2010
Skills
Foreign Languages, Translation, Social Media, Customer Service, Finance, Interpreting, Multilingual, Investments, Securities, Event Planning, Globalization
Education
Queens College 2007 — 2012
Bachelor's degree, Finance, accounting and Economics
RJ Rittereiser RJ Rittereiser's UBS Wealth Management Experience September 2002 - October 2010
Job Vice President, Business Development LPL Financial www.FINRA.org, www.SIPC.org
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Edelman Financial Services May 2013 - June 2013
Ashfield Capital Partners, LLC December 2011 - May 2013
Evermore Global Advisors 2011 - October 2011
UBS Wealth Management September 2002 - October 2010
UBS Wealth Management September 2002 - April 2004
Merrill Lynch May 1997 - September 2002
Skills
FINRA, Talent Acquisition, Sales Leadership..., Manage Client..., Alternative Investments, Strategic Financial..., Series 7, Insurance, Sales Organization..., Private Clients, High Net Worth..., Client Origination, Financial Advisory, Series 63, Series 9, Series 10, Mutual Funds, Equities, Separate Accounts
Education
Providence College 1991 — 1995
BA, History
LPL Financial November 2013 - Present
Edelman Financial Services May 2013 - June 2013
Ashfield Capital Partners, LLC December 2011 - May 2013
Evermore Global Advisors 2011 - October 2011
UBS Wealth Management September 2002 - October 2010
UBS Wealth Management September 2002 - April 2004
Merrill Lynch May 1997 - September 2002
Skills
FINRA, Talent Acquisition, Sales Leadership..., Manage Client..., Alternative Investments, Strategic Financial..., Series 7, Insurance, Sales Organization..., Private Clients, High Net Worth..., Client Origination, Financial Advisory, Series 63, Series 9, Series 10, Mutual Funds, Equities, Separate Accounts
Education
Providence College 1991 — 1995
BA, History
Ted Papadopoulos Ted Papadopoulos's UBS Wealth Management Experience August 2012 - Present
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management August 2012 - Present
J.P. Morgan 2010 - 2012
Smith Barney Citigroup 1997 - 2010
Merrill Lynch 1995 - 1997
NatWest (currently Bank of America) 1992 - 1995
Skills
Investments, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management, Hedge Funds, Financial Services, Registered Options...
Education
Queens College
BS, Economics & Sociology
UBS Wealth Management August 2012 - Present
J.P. Morgan 2010 - 2012
Smith Barney Citigroup 1997 - 2010
Merrill Lynch 1995 - 1997
NatWest (currently Bank of America) 1992 - 1995
Skills
Investments, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management, Hedge Funds, Financial Services, Registered Options...
Education
Queens College
BS, Economics & Sociology
David Somrack David Somrack's UBS Wealth Management Experience April 1998 - August 2003
Job Recruiter at Lincoln Tyler Management
Industry Human Resources
Experience
Lincoln Tyler Management September 2014 - Present
Royal Havana Cigars June 2012 - Present
UBS Wealth Management April 1998 - August 2003
Skills
Sales Process, Business Strategy, Strategic Planning, Management, Leadership, Sales, Sales Management, Team Building, Marketing Strategy, Marketing, New Business Development, Recruiting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
Bachelor of Science (B.Sc.), Business/Managerial Economics
Lincoln Tyler Management September 2014 - Present
Royal Havana Cigars June 2012 - Present
UBS Wealth Management April 1998 - August 2003
Skills
Sales Process, Business Strategy, Strategic Planning, Management, Leadership, Sales, Sales Management, Team Building, Marketing Strategy, Marketing, New Business Development, Recruiting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
Bachelor of Science (B.Sc.), Business/Managerial Economics
Kevin Entwistle's UBS Wealth Management Experience June 2014 - August 2014
Job Global Distribution Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
Southern Tide September 2013 - May 2015
UBS October 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Martin W. Richard Charitable Foundation January 2014 - April 2014
UBS Wealth Management May 2013 - July 2013
UBS Wealth Management June 2012 - August 2012
The Ridgewood Country Club May 2012 - July 2012
The Ridgewood Country Club July 2011 - August 2011
Skills
Client Service Oriented, Oral & Written..., Wealth Management, Finance, Accounting, Wealth Management..., Financial Accounting, Research, Wealth Preservation..., Hedge Funds, Sales, Public Speaking, Fixed Income Analysis, Fundraising, Team Leadership, Internships, Philanthropy, Organizational..., Municipalities, Municipal Bonds, Microsoft Excel, Equity Research, Estate Planning, Event Management, Event Planning, Live Events, Data Analysis, Microsoft Word, Marathon, Quantitative Research, Minute Taking, Microsoft Office, Intercollegiate..., Mountaineering, Technical Analysis, Critical Thinking, Collaborative..., National Honor Society, Lifeguarding, Musicians, Equities, PowerPoint, Fixed Income, Portfolio Management, Sustainable Energy, Environmental Awareness, Client Services, Communication
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, G.P.A. 3.34
Ridgewood High School 2007 — 2011
High School, GPA 3.7
Putnam Investments September 2015 - Present
Southern Tide September 2013 - May 2015
UBS October 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Martin W. Richard Charitable Foundation January 2014 - April 2014
UBS Wealth Management May 2013 - July 2013
UBS Wealth Management June 2012 - August 2012
The Ridgewood Country Club May 2012 - July 2012
The Ridgewood Country Club July 2011 - August 2011
Skills
Client Service Oriented, Oral & Written..., Wealth Management, Finance, Accounting, Wealth Management..., Financial Accounting, Research, Wealth Preservation..., Hedge Funds, Sales, Public Speaking, Fixed Income Analysis, Fundraising, Team Leadership, Internships, Philanthropy, Organizational..., Municipalities, Municipal Bonds, Microsoft Excel, Equity Research, Estate Planning, Event Management, Event Planning, Live Events, Data Analysis, Microsoft Word, Marathon, Quantitative Research, Minute Taking, Microsoft Office, Intercollegiate..., Mountaineering, Technical Analysis, Critical Thinking, Collaborative..., National Honor Society, Lifeguarding, Musicians, Equities, PowerPoint, Fixed Income, Portfolio Management, Sustainable Energy, Environmental Awareness, Client Services, Communication
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, G.P.A. 3.34
Ridgewood High School 2007 — 2011
High School, GPA 3.7
Joe Sabatello Joe Sabatello's UBS Wealth Management Experience 1989 - Present
Job database administrator at UBS
Industry Financial Services
Experience
UBS March 1989 - Present
UBS Wealth Management 1989 - Present
J.P. Morgan June 1983 - March 1989
Skills
Wealth Management, Securities, SQL, Fixed Income, Project Management, Change Management, Portfolio Management, Equities, Asset Management, Process Improvement, Business Analysis, Risk Management, Vendor Management, Financial Modeling, Financial Services, Investments, Financial Analysis, SDLC
Education
Queens College
Scalan
UBS March 1989 - Present
UBS Wealth Management 1989 - Present
J.P. Morgan June 1983 - March 1989
Skills
Wealth Management, Securities, SQL, Fixed Income, Project Management, Change Management, Portfolio Management, Equities, Asset Management, Process Improvement, Business Analysis, Risk Management, Vendor Management, Financial Modeling, Financial Services, Investments, Financial Analysis, SDLC
Education
Queens College
Scalan
Elysa Gonzalez Elysa Gonzalez's UBS Wealth Management Experience April 1999 - April 2003
Job Senior Vice President, Marketing | Brand Strategy and Marketing Executive
Industry Marketing and Advertising
Experience
Active International June 2006 - Present
Bernstein Global Wealth Management July 2005 - June 2006
Active International April 2003 - July 2005
UBS Wealth Management April 1999 - April 2003
Information Builders April 1998 - April 1999
Geotek Communications, Inc. May 1996 - April 1999
Alliance Capital Management February 1990 - May 1996
Skills
Marketing Strategy, Digital Strategy, Marketing Communications, Advertising, Integrated Marketing, Email Marketing, Lead Generation, Social Media Marketing, Corporate Communications, Brand Development, Media Planning, Strategy, Marketing Management, Marketing, Digital Marketing, Mobile Marketing, Public Relations, Interactive Marketing, Management, Presentation Development, SEO, Content Strategy, Online Marketing, Writing, Global Web Strategy, Event Planning, Bylined Articles, Content Management, Sponsorship Programs, B2B, Sponsorship, Trade Shows, Marketing Research, Market Planning, Direct Mail, Social Media, Digital Media, Press Releases, Website Development, Direct Marketing, New Business Development, RFPs, Campaign Strategies, Corporate Branding, Brand Implementation, Branding & Identity, Social Marketing, Corporate Websites, Content Managed Websites, Brochures
Education
Ramapo College of New Jersey
B.A., Communication Arts: Concentration in Writing
Ridgewood High School
Active International June 2006 - Present
Bernstein Global Wealth Management July 2005 - June 2006
Active International April 2003 - July 2005
UBS Wealth Management April 1999 - April 2003
Information Builders April 1998 - April 1999
Geotek Communications, Inc. May 1996 - April 1999
Alliance Capital Management February 1990 - May 1996
Skills
Marketing Strategy, Digital Strategy, Marketing Communications, Advertising, Integrated Marketing, Email Marketing, Lead Generation, Social Media Marketing, Corporate Communications, Brand Development, Media Planning, Strategy, Marketing Management, Marketing, Digital Marketing, Mobile Marketing, Public Relations, Interactive Marketing, Management, Presentation Development, SEO, Content Strategy, Online Marketing, Writing, Global Web Strategy, Event Planning, Bylined Articles, Content Management, Sponsorship Programs, B2B, Sponsorship, Trade Shows, Marketing Research, Market Planning, Direct Mail, Social Media, Digital Media, Press Releases, Website Development, Direct Marketing, New Business Development, RFPs, Campaign Strategies, Corporate Branding, Brand Implementation, Branding & Identity, Social Marketing, Corporate Websites, Content Managed Websites, Brochures
Education
Ramapo College of New Jersey
B.A., Communication Arts: Concentration in Writing
Ridgewood High School
Brian A. Carey Brian A. Carey's UBS Wealth Management Experience March 2009 - Present
Job First Vice PresidentInvestments, Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Dean Witter Reynolds March 1983 - March 1988
Education
Providence College
Bachelor of Science, Business Management
UBS Wealth Management March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Dean Witter Reynolds March 1983 - March 1988
Education
Providence College
Bachelor of Science, Business Management
Christopher Fu Christopher Fu's UBS Wealth Management Experience May 2005 - September 2006
Job Senior Financial Analyst at Skyworks Solutions, Inc.
Industry Accounting
Experience
Skyworks Solutions, Inc. July 2013 - Present
Toshiba America Electronic Components, Inc. February 2012 - Present
RED Digital Cinema 2011 - 2012
Allianz Global Investors July 2008 - June 2011
Toshiba January 2007 - May 2008
The Lending Connection October 2005 - November 2006
UBS Wealth Management May 2005 - September 2006
SageView Advisory Group 2006 - 2006
Skills
Financial Analysis, Business Objects, Finance, Financial Reporting, Microsoft Excel, Business Analysis, Forecasting, Financial Accounting, Financial Modeling, Oracle, Microsoft Office, Data Analysis, Hyperion Enterprise, Business Intelligence, Accounting, Process Improvement, Management, SharePoint, Crystal Reports
Education
University of Southern California - Marshall School of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Finance & Management Operations
Marina High School
Marina High School Volleyball
Pepperdine University, The George L. Graziadio School of Business and Management
Skyworks Solutions, Inc. July 2013 - Present
Toshiba America Electronic Components, Inc. February 2012 - Present
RED Digital Cinema 2011 - 2012
Allianz Global Investors July 2008 - June 2011
Toshiba January 2007 - May 2008
The Lending Connection October 2005 - November 2006
UBS Wealth Management May 2005 - September 2006
SageView Advisory Group 2006 - 2006
Skills
Financial Analysis, Business Objects, Finance, Financial Reporting, Microsoft Excel, Business Analysis, Forecasting, Financial Accounting, Financial Modeling, Oracle, Microsoft Office, Data Analysis, Hyperion Enterprise, Business Intelligence, Accounting, Process Improvement, Management, SharePoint, Crystal Reports
Education
University of Southern California - Marshall School of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Finance & Management Operations
Marina High School
Marina High School Volleyball
Pepperdine University, The George L. Graziadio School of Business and Management
Jason Mezzancello's UBS Wealth Management Experience May 2011 - August 2011
Job Client Service Associate at U.B.S.
Industry Financial Services
Experience
U.B.S. Financial Services September 2015 - Present
Morgan Stanley August 2014 - Present
Quinnipiac University August 2010 - May 2014
The Journal News and lohud.com May 2013 - August 2013
WellAware LLC May 2012 - August 2012
L2 Think Tank June 2012 - June 2012
UBS Wealth Management May 2011 - August 2011
Brimberg & Co. March 2010 - May 2010
Skills
Research, Social Media Analysis, Advertising Auditing, Interpersonal..., Microsoft Excel, Microsoft Power Point, Microsoft Word, Marketing Strategies, Microsoft Office, Teamwork, PowerPoint, Facebook, Management, Marketing Strategy, Social Media, Marketing, Sales, Time Management, Social Networking, Market Research, Data Analysis, Marketing Communications, Lead Generation, Customer Service
Education
Quinnipiac University 2010 — 2014
Bachelor's Degree, Marketing
U.B.S. Financial Services September 2015 - Present
Morgan Stanley August 2014 - Present
Quinnipiac University August 2010 - May 2014
The Journal News and lohud.com May 2013 - August 2013
WellAware LLC May 2012 - August 2012
L2 Think Tank June 2012 - June 2012
UBS Wealth Management May 2011 - August 2011
Brimberg & Co. March 2010 - May 2010
Skills
Research, Social Media Analysis, Advertising Auditing, Interpersonal..., Microsoft Excel, Microsoft Power Point, Microsoft Word, Marketing Strategies, Microsoft Office, Teamwork, PowerPoint, Facebook, Management, Marketing Strategy, Social Media, Marketing, Sales, Time Management, Social Networking, Market Research, Data Analysis, Marketing Communications, Lead Generation, Customer Service
Education
Quinnipiac University 2010 — 2014
Bachelor's Degree, Marketing
Anthony Fama Anthony Fama's UBS Wealth Management Experience June 2013 - August 2013
Job Financial Analyst II at Chubb Insurance
Industry Financial Services
Experience
Chubb Insurance September 2014 - August 2015
UBS Wealth Management June 2013 - August 2013
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Chubb Insurance September 2014 - August 2015
UBS Wealth Management June 2013 - August 2013
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Diana Kleper-Gilkes Diana Kleper-Gilkes's UBS Wealth Management Experience 2014 - Present
Job Assistant Operations Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2014 - Present
UBS Financial Services 2009 - 2014
Morgan Stanley Smith Barney 2006 - 2009
Dallas Mavericks 2000 - 2009
Education
Princeton University 1995 — 1999
Bachelor of Arts (B.A.), Ecology and Evolutionary Biology
Chief Sealth High School
The University of Texas at Dallas - School of Management
Master of Business Administration (MBA)
UBS Wealth Management 2014 - Present
UBS Financial Services 2009 - 2014
Morgan Stanley Smith Barney 2006 - 2009
Dallas Mavericks 2000 - 2009
Education
Princeton University 1995 — 1999
Bachelor of Arts (B.A.), Ecology and Evolutionary Biology
Chief Sealth High School
The University of Texas at Dallas - School of Management
Master of Business Administration (MBA)
Arshak E. Hayotsyan's UBS Wealth Management Experience January 2013 - June 2013
Job Co Founder of Agavi Juice LLC
Industry Financial Services
Experience
Agavi Juice LLC 2015 - Present
Quality Building Services (QBS) & Quality Protection Services (QPS) July 2014 - December 2014
Natureworks Restaurant June 2013 - July 2014
UBS Wealth Management January 2013 - June 2013
NYSSA June 2012 - November 2012
Stantax: Registered Public Accounting July 2009 - March 2010
Ogan J. Gaets Corp. Jewelry Manufacturing July 2008 - June 2009
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Portfolio Management, Financial Modeling, Return on Investment..., Investment Advisory, Data Analysis, Wealth Management..., Market Analysis, Investment Strategies, Microsoft Office
Education
City University of New York-Queens College 2009 — 2013
B.A. & B.B.A., Economics, Corporate Finance
Agavi Juice LLC 2015 - Present
Quality Building Services (QBS) & Quality Protection Services (QPS) July 2014 - December 2014
Natureworks Restaurant June 2013 - July 2014
UBS Wealth Management January 2013 - June 2013
NYSSA June 2012 - November 2012
Stantax: Registered Public Accounting July 2009 - March 2010
Ogan J. Gaets Corp. Jewelry Manufacturing July 2008 - June 2009
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Portfolio Management, Financial Modeling, Return on Investment..., Investment Advisory, Data Analysis, Wealth Management..., Market Analysis, Investment Strategies, Microsoft Office
Education
City University of New York-Queens College 2009 — 2013
B.A. & B.B.A., Economics, Corporate Finance
Robert Cesario, ITIL Robert Cesario, ITIL's UBS Wealth Management Experience 1998 - 2007
Job IT Consultant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse February 2013 - Present
iTRACS Corporation November 2009 - March 2012
New York City Department of Information Technology and Telecommunications 2008 - 2009
UBS Wealth Management 1998 - 2007
AT&T 1995 - 1998
Skills
ITIL, IT Service Management, Service Delivery, Customer Relations, Vendor Relations, Data Center, Vendor Management, Team Building, IT Management, Change Management, Deployment, IT Operations, Team Management, Service Management, Coaching, Customer Service, Asset Management, Incident Management, Process Improvement, Problem Solving, Team Leadership, Mentoring, People Management, Project Management, Infrastructure, Consulting, Management, Asset Managment, Integration, Visio, Solution Architecture, Business Continuity, Requirements Analysis, Disaster Recovery, Project Portfolio..., ITIL Certified, Software Project..., SDLC, Infrastructure..., Security, PMO, Strategy, System Deployment, Technical Support, Project Planning, IT Strategy, CRM, Resource Management, Business Process..., Networking
Education
SUNY Stony Brook
Ongoing Professional Development (2012), Certification in Project Management (PMP) pending
Queensborough Community College 1966 — 1969
AAS, Mechanical Technology
Credit Suisse February 2013 - Present
iTRACS Corporation November 2009 - March 2012
New York City Department of Information Technology and Telecommunications 2008 - 2009
UBS Wealth Management 1998 - 2007
AT&T 1995 - 1998
Skills
ITIL, IT Service Management, Service Delivery, Customer Relations, Vendor Relations, Data Center, Vendor Management, Team Building, IT Management, Change Management, Deployment, IT Operations, Team Management, Service Management, Coaching, Customer Service, Asset Management, Incident Management, Process Improvement, Problem Solving, Team Leadership, Mentoring, People Management, Project Management, Infrastructure, Consulting, Management, Asset Managment, Integration, Visio, Solution Architecture, Business Continuity, Requirements Analysis, Disaster Recovery, Project Portfolio..., ITIL Certified, Software Project..., SDLC, Infrastructure..., Security, PMO, Strategy, System Deployment, Technical Support, Project Planning, IT Strategy, CRM, Resource Management, Business Process..., Networking
Education
SUNY Stony Brook
Ongoing Professional Development (2012), Certification in Project Management (PMP) pending
Queensborough Community College 1966 — 1969
AAS, Mechanical Technology
Tom Prasil's UBS Wealth Management Experience September 1991 - February 2013
Job VicePresident Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management September 1991 - February 2013
Skills
Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Securities, Fixed Income, Investment Strategies, Relationship Management, Credit, Asset Management, Portfolio Management, Investment Advisory, Retirement Planning, Alternative Investments
Education
Purdue University 1986 — 1991
BS
UBS Wealth Management September 1991 - February 2013
Skills
Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Securities, Fixed Income, Investment Strategies, Relationship Management, Credit, Asset Management, Portfolio Management, Investment Advisory, Retirement Planning, Alternative Investments
Education
Purdue University 1986 — 1991
BS
Dalia Katan's UBS Wealth Management Experience June 2013 - August 2013
Job Graduate of Princeton University, currently volunteering in the Middle East; incoming Business Analyst 2016
Industry Management Consulting
Experience
Google August 2014 - August 2014
IBM May 2014 - August 2014
Advertise This: Princeton Marketing & Advertising Organization October 2011 - June 2014
UBS Wealth Management June 2013 - August 2013
Thuzio July 2012 - September 2012
Skills
Leadership, Marketing, Management Consulting, Ideas Development, Communication, Networking, Start-ups, Strategy, Entrepreneurship, Business Development, Analytics, Team Building, Social Media, Idea Generation, PowerPoint, Market Research, Graphic Design, Film Production, Presentations
Education
Princeton University 2011 — 2015
Bachelor's Degree, Woodrow Wilson School of International Affairs and Public Policy
Google August 2014 - August 2014
IBM May 2014 - August 2014
Advertise This: Princeton Marketing & Advertising Organization October 2011 - June 2014
UBS Wealth Management June 2013 - August 2013
Thuzio July 2012 - September 2012
Skills
Leadership, Marketing, Management Consulting, Ideas Development, Communication, Networking, Start-ups, Strategy, Entrepreneurship, Business Development, Analytics, Team Building, Social Media, Idea Generation, PowerPoint, Market Research, Graphic Design, Film Production, Presentations
Education
Princeton University 2011 — 2015
Bachelor's Degree, Woodrow Wilson School of International Affairs and Public Policy
Jeremy Prawer Jeremy Prawer's UBS Wealth Management Experience June 2012 - August 2012
Job Regional Sales Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2013 - Present
Merrill Lynch March 2013 - June 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Hedge Funds, Strategy, Market Research, Data Analysis, Finance, Fixed Income, Investment Strategies, Financial Advisory, Financial Risk, Fixed Annuities, Financial Modeling, Series 7, Event Planning, Corporate Finance, Asset Management, Marketing, HTML, Teamwork, Valuation, Real Estate
Education
Queen's College 2010 — 2013
BA, Economics, Accounting, Business, 3.94/4.00
Queens college, city university of new York 2010 — 2013
Bachelor of Arts; Liberal Art's, Economics and Accounting; Program
AllianceBernstein November 2013 - Present
Merrill Lynch March 2013 - June 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Hedge Funds, Strategy, Market Research, Data Analysis, Finance, Fixed Income, Investment Strategies, Financial Advisory, Financial Risk, Fixed Annuities, Financial Modeling, Series 7, Event Planning, Corporate Finance, Asset Management, Marketing, HTML, Teamwork, Valuation, Real Estate
Education
Queen's College 2010 — 2013
BA, Economics, Accounting, Business, 3.94/4.00
Queens college, city university of new York 2010 — 2013
Bachelor of Arts; Liberal Art's, Economics and Accounting; Program
Seth Merkin Morokoff's UBS Wealth Management Experience June 2014 - August 2014
Job Strategy and Planning Intern with LINE
Industry Financial Services
Experience
LINE Corp June 2015 - Present
The Daily Princetonian January 2014 - May 2015
UBS Wealth Management June 2014 - August 2014
Velum Ventures June 2013 - August 2013
Education
Princeton University 2012 — 2016
Bachelor of Arts, Economics, 3.78/4.00
The Meadows School 2008 — 2012
Valedictorian
LINE Corp June 2015 - Present
The Daily Princetonian January 2014 - May 2015
UBS Wealth Management June 2014 - August 2014
Velum Ventures June 2013 - August 2013
Education
Princeton University 2012 — 2016
Bachelor of Arts, Economics, 3.78/4.00
The Meadows School 2008 — 2012
Valedictorian
Kristen Desmarais Kristen Desmarais's UBS Wealth Management Experience April 2014 - Present
Job Senior Client Service Associate at UBS Financial Services, Inc.
Industry Banking
Experience
UBS Wealth Management April 2014 - Present
J.P. Morgan Private Bank November 2010 - April 2014
Northwestern Mutual May 2009 - August 2009
Skills
Equities, Investments, Bloomberg, Investment Banking, Microsoft Office, Financial Modeling, Finance, Fixed Income, Microsoft Excel, Hedge Funds, Valuation
Education
Providence College
Mathematics, Finance
UBS Wealth Management April 2014 - Present
J.P. Morgan Private Bank November 2010 - April 2014
Northwestern Mutual May 2009 - August 2009
Skills
Equities, Investments, Bloomberg, Investment Banking, Microsoft Office, Financial Modeling, Finance, Fixed Income, Microsoft Excel, Hedge Funds, Valuation
Education
Providence College
Mathematics, Finance
Victoria Moon's UBS Wealth Management Experience January 2012 - June 2012
Job Business Metrics and Data Analytics
Industry Philanthropy
Experience
Instacart October 2014 - Present
Developing Awareness, Inc. June 2014 - August 2014
Developing Awareness, Inc. April 2014 - June 2014
Developing Awareness, Inc. January 2014 - April 2014
ANN INC. August 2012 - February 2014
UBS Wealth Management January 2012 - June 2012
St. Mary's University August 2009 - May 2011
Skills
Social Media, Research, PowerPoint, Microsoft Office, Event Planning, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Editing, Time Management, Spanish, Public Relations, Public Speaking, Blogging, Outlook
Education
Point Loma Nazarene University 2012 — 2013
Bachelor of Arts (BA), International Relations and Affairs
St. Mary's University 2009 — 2011
International Relations and Affairs
Instacart October 2014 - Present
Developing Awareness, Inc. June 2014 - August 2014
Developing Awareness, Inc. April 2014 - June 2014
Developing Awareness, Inc. January 2014 - April 2014
ANN INC. August 2012 - February 2014
UBS Wealth Management January 2012 - June 2012
St. Mary's University August 2009 - May 2011
Skills
Social Media, Research, PowerPoint, Microsoft Office, Event Planning, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Editing, Time Management, Spanish, Public Relations, Public Speaking, Blogging, Outlook
Education
Point Loma Nazarene University 2012 — 2013
Bachelor of Arts (BA), International Relations and Affairs
St. Mary's University 2009 — 2011
International Relations and Affairs
Juan E. Goytia Juan E. Goytia's UBS Wealth Management Experience March 2004 - Present
Job First Vice President UBS Financial Services of Puerto Rico
Industry Financial Services
Experience
UBS Wealth Management March 2004 - Present
UBS Financial Services Incorporated of Puerto Rico October 2001 - March 2004
Procter & Gamble July 2000 - September 2001
Education
University of Puerto Rico School of Law 2004 — 2008
Juris Doctor, Cum Laude
Princeton University 1996 — 2000
Bachelor of Arts (B.A.), Politics
UBS Wealth Management March 2004 - Present
UBS Financial Services Incorporated of Puerto Rico October 2001 - March 2004
Procter & Gamble July 2000 - September 2001
Education
University of Puerto Rico School of Law 2004 — 2008
Juris Doctor, Cum Laude
Princeton University 1996 — 2000
Bachelor of Arts (B.A.), Politics
Drew Sapede's UBS Wealth Management Experience June 2010 - Present
Job Senior Registered Financial Analyst Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Paul Doran Paul Doran's UBS Wealth Management Experience March 2005 - December 2006
Job Portfolio Manager at ELCO Management LLC
Industry Financial Services
Experience
ELCO Management LLC January 2007 - Present
UBS Wealth Management March 2005 - December 2006
Skills
Commodity, Equities, Investments, Management, Strategic Financial..., Series 63, Energy, Bloomberg, Financial Modeling
Education
Providence College 2000 — 2004
ELCO Management LLC January 2007 - Present
UBS Wealth Management March 2005 - December 2006
Skills
Commodity, Equities, Investments, Management, Strategic Financial..., Series 63, Energy, Bloomberg, Financial Modeling
Education
Providence College 2000 — 2004
Michele E.F. Hamlett's UBS Wealth Management Experience August 2005 - September 2007
Job Managing Director
Industry Financial Services
Experience
Retirement Choices of California June 2010 - Present
JPMorgan Chase May 2009 - September 2010
Wedbush Morgan Securities September 2007 - May 2009
UBS Wealth Management August 2005 - September 2007
Goldman Sachs August 2001 - August 2005
Skills
Leadership, Public Speaking, Recruiting, Insurance, Retirement, Wealth Management, Investments, Asset Management, Asset Managment, Portfolio Management, Fixed Annuities, Securities, Executive Management, Management, Small Business, Banking
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Finance and Strategy
UC Davis
Bachelor of Arts, African-American Studies
Retirement Choices of California June 2010 - Present
JPMorgan Chase May 2009 - September 2010
Wedbush Morgan Securities September 2007 - May 2009
UBS Wealth Management August 2005 - September 2007
Goldman Sachs August 2001 - August 2005
Skills
Leadership, Public Speaking, Recruiting, Insurance, Retirement, Wealth Management, Investments, Asset Management, Asset Managment, Portfolio Management, Fixed Annuities, Securities, Executive Management, Management, Small Business, Banking
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Finance and Strategy
UC Davis
Bachelor of Arts, African-American Studies
Nancy Pfeiffer Nancy Pfeiffer's UBS Wealth Management Experience 2002 - 2003
Job Management Consultant
Industry Internet
Experience
LWell, !2Stone Church, Atlanta Diabetes Associates 2009 - Present
Vertrue Inc. 2004 - 2009
Sansum Diabetes Research Institute 2002 - 2004
UBS Wealth Management 2002 - 2003
SEE International (Surgical Eye Expeditions International) 2002 - 2002
Solutions America, Inc. 2001 - 2001
The McKenna Group 2000 - 2000
Sony Pictures Entertainment's Game Show Network (GSN) 1994 - 1999
Warner Lambert 1989 - 1994
Public Broadcasting Service 1988 - 1989
Skills
Online Marketing, Strategic Partnerships, Marketing, Strategic Planning, Online Advertising, Lead Generation, Digital Marketing, Start-ups, Social Media Marketing, Marketing Strategy, Management, New Business Development, Account Management, E-commerce, Organizational..., Corporate Communications, Communication, Community Outreach, Public Speaking, Financial Advisory, Strategic Alliances, Business Strategy, Writing, Television Producing, Television News, Presenter, Sales Presentations, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Apple Pages, Apple Numbers, Apple Keynote, Advertising Sales, Investment Advisory, Entertainment, Healthcare, Broadcast Television, Cable Television, Team Building, Non-profit Consulting, Pharmaceutical Sales, Human Resources, Customer Service, User Experience, Customer Retention, Customer Acquisition...
Education
Princeton University 1983 — 1988
Bachelor's Degree, English and American Studies
St. Andrew's School 1979 — 1983
High School
LWell, !2Stone Church, Atlanta Diabetes Associates 2009 - Present
Vertrue Inc. 2004 - 2009
Sansum Diabetes Research Institute 2002 - 2004
UBS Wealth Management 2002 - 2003
SEE International (Surgical Eye Expeditions International) 2002 - 2002
Solutions America, Inc. 2001 - 2001
The McKenna Group 2000 - 2000
Sony Pictures Entertainment's Game Show Network (GSN) 1994 - 1999
Warner Lambert 1989 - 1994
Public Broadcasting Service 1988 - 1989
Skills
Online Marketing, Strategic Partnerships, Marketing, Strategic Planning, Online Advertising, Lead Generation, Digital Marketing, Start-ups, Social Media Marketing, Marketing Strategy, Management, New Business Development, Account Management, E-commerce, Organizational..., Corporate Communications, Communication, Community Outreach, Public Speaking, Financial Advisory, Strategic Alliances, Business Strategy, Writing, Television Producing, Television News, Presenter, Sales Presentations, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Apple Pages, Apple Numbers, Apple Keynote, Advertising Sales, Investment Advisory, Entertainment, Healthcare, Broadcast Television, Cable Television, Team Building, Non-profit Consulting, Pharmaceutical Sales, Human Resources, Customer Service, User Experience, Customer Retention, Customer Acquisition...
Education
Princeton University 1983 — 1988
Bachelor's Degree, English and American Studies
St. Andrew's School 1979 — 1983
High School
Michael Lepri's UBS Wealth Management Experience February 2010 - May 2010
Job Senior Consultant | Securitization Transactions Team at Deloitte
Industry Financial Services
Experience
Deloitte August 2012 - Present
Deloitte August 2010 - July 2012
UBS Wealth Management February 2010 - May 2010
Northwestern Mutual June 2009 - August 2009
Skills
Financial Modeling, Securitization, Finance, Due Diligence, Loans, Analysis, Mortgage Lending, Cash Flow, Analytics, Bloomberg, Corporate Finance, Fixed Income, Bonds, Equities, Portfolio Management, Investments, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Oratory Preparatory School 2002 — 2006
Deloitte August 2012 - Present
Deloitte August 2010 - July 2012
UBS Wealth Management February 2010 - May 2010
Northwestern Mutual June 2009 - August 2009
Skills
Financial Modeling, Securitization, Finance, Due Diligence, Loans, Analysis, Mortgage Lending, Cash Flow, Analytics, Bloomberg, Corporate Finance, Fixed Income, Bonds, Equities, Portfolio Management, Investments, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Oratory Preparatory School 2002 — 2006
Shilpa Bhambhani-Sadhwani Shilpa Bhambhani-Sadhwani's UBS Wealth Management Experience November 2012 - Present
Job DIrector, Wealth Management at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management November 2012 - Present
Citigroup May 2005 - November 2012
American Express December 1996 - May 2004
Skills
Credit Cards, Financial Risk, Re-engineering, Business Strategy, Fraud, Banking, Financial Services
Education
Queens College 1994 — 1998
BA, Accounting/ Economics
UBS Wealth Management November 2012 - Present
Citigroup May 2005 - November 2012
American Express December 1996 - May 2004
Skills
Credit Cards, Financial Risk, Re-engineering, Business Strategy, Fraud, Banking, Financial Services
Education
Queens College 1994 — 1998
BA, Accounting/ Economics
Jose L. Chavez, CRP's UBS Wealth Management Experience March 2010 - August 2010
Job Enterprise Risk Management, Audit, & Compliance Professional
Industry Financial Services
Experience
HSBC July 2015 - Present
Signature Bank and Securities Group August 2010 - October 2014
UBS Wealth Management March 2010 - August 2010
UBS Wealth Management July 2007 - April 2009
Citi Group February 2005 - July 2007
JPMorgan Chase August 1999 - February 2005
IBJ Whitehall Bank & Trust Company November 1997 - August 1999
Barry N.Rein & Associates Financial Institution Consultants August 1995 - November 1997
Skills
Enterprise Risk..., Operational Risk..., Audit, Banking, Investment Banking, Risk Management, Risk Assessment, Risk Analysis, Risk Advisory, Internal Audit, Internal Controls, Vendor Relations, Talent Development, Social Media, Auditing, Cash Management, Accounting, Credit Risk, Financial Risk, Financial Services, Fraud, Operational Risk, Management, AML, @Risk, Loans, Capital Markets, Anti Money Laundering
Education
Ramapo College of New Jersey
B.S., Accounting
Paul VI Regional H.S.
College Prep School
St Brendan 's
HSBC July 2015 - Present
Signature Bank and Securities Group August 2010 - October 2014
UBS Wealth Management March 2010 - August 2010
UBS Wealth Management July 2007 - April 2009
Citi Group February 2005 - July 2007
JPMorgan Chase August 1999 - February 2005
IBJ Whitehall Bank & Trust Company November 1997 - August 1999
Barry N.Rein & Associates Financial Institution Consultants August 1995 - November 1997
Skills
Enterprise Risk..., Operational Risk..., Audit, Banking, Investment Banking, Risk Management, Risk Assessment, Risk Analysis, Risk Advisory, Internal Audit, Internal Controls, Vendor Relations, Talent Development, Social Media, Auditing, Cash Management, Accounting, Credit Risk, Financial Risk, Financial Services, Fraud, Operational Risk, Management, AML, @Risk, Loans, Capital Markets, Anti Money Laundering
Education
Ramapo College of New Jersey
B.S., Accounting
Paul VI Regional H.S.
College Prep School
St Brendan 's
Krystle McEntire Krystle McEntire's UBS Wealth Management Experience July 2011 - September 2015
Job University Recruiter at Microsoft
Industry Financial Services
Experience
Microsoft September 2015 - Present
UBS Wealth Management July 2011 - September 2015
Umpqua Bank 2010 - 2011
Oregon Audits Division 2009 - 2010
KPMG Advisory 2007 - 2009
Education
Portland State University 2006 — 2008
Post Baccalaureate Accounting Certificate, Accounting
University of Portland 2002 — 2006
Bachelor of Science
Microsoft September 2015 - Present
UBS Wealth Management July 2011 - September 2015
Umpqua Bank 2010 - 2011
Oregon Audits Division 2009 - 2010
KPMG Advisory 2007 - 2009
Education
Portland State University 2006 — 2008
Post Baccalaureate Accounting Certificate, Accounting
University of Portland 2002 — 2006
Bachelor of Science
You-You Ma You-You Ma's UBS Wealth Management Experience April 2013 - May 2014
Job Investment Banking Summer Analyst at Barclays Investment Bank
Industry Higher Education
Experience
Barclays Investment Bank June 2015 - August 2015
UBS Wealth Management April 2013 - May 2014
Education
Princeton University 2012 — 2016
Bachelor of Arts (BA), Economics
Barclays Investment Bank June 2015 - August 2015
UBS Wealth Management April 2013 - May 2014
Education
Princeton University 2012 — 2016
Bachelor of Arts (BA), Economics
Aaron Golding Aaron Golding's UBS Wealth Management Experience May 2014 - August 2014
Job Loan Operations Intern at Millington Savings Bank
Industry Financial Services
Experience
Millington Savings Bank June 2015 - Present
UBS Wealth Management May 2014 - August 2014
Somerset Hills Country Club January 2006 - June 2014
Skills
Treasurer of Class of..., Finance Committee, Investment Club, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Social Networking, Event Planning, Fundraising, Public Speaking, Strategic Planning, Research, Teamwork, Time Management, Social Media
Education
Providence College 2012 — 2016
Bachelor of Science in Finance, Business
Bridgewater-Raritan Regional High School 2008 — 2012
Millington Savings Bank June 2015 - Present
UBS Wealth Management May 2014 - August 2014
Somerset Hills Country Club January 2006 - June 2014
Skills
Treasurer of Class of..., Finance Committee, Investment Club, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Social Networking, Event Planning, Fundraising, Public Speaking, Strategic Planning, Research, Teamwork, Time Management, Social Media
Education
Providence College 2012 — 2016
Bachelor of Science in Finance, Business
Bridgewater-Raritan Regional High School 2008 — 2012
Mark Sears's UBS Wealth Management Experience November 2008 - Present
Job Vice President Investment / Wealth Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley Investment Management April 1998 - November 2008
Education
Purdue University 1981 — 1985
UBS Wealth Management November 2008 - Present
Morgan Stanley Investment Management April 1998 - November 2008
Education
Purdue University 1981 — 1985
Richie Etwaru's UBS Wealth Management Experience January 2012 - January 2013
Job Chief Digital Officer, Author, Keynote Speaker
Industry Information Technology and Services
Experience
IMS Health April 2015 - Present
Cegedim November 2014 - March 2015
Cegedim February 2013 - March 2015
The Human API January 2013 - March 2015
UBS Wealth Management January 2012 - January 2013
UBS Wealth Management Americas October 2007 - January 2012
Barclays January 2005 - September 2007
Fusion Records Nashville January 2004 - December 2005
License Monitor, Inc. July 2002 - December 2004
Prudential Securities, Inc December 1997 - July 2002
Education
University of Phoenix 2012 — 2016
Doctor of Management, Organizational Leadership
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Techology Management
City University of New York-Queens College 1992 — 1996
Bachelor of Science (B.S.), Management Information Systems, General
President's College 1986 — 1991
HS Degree, Science and Technology
IMS Health April 2015 - Present
Cegedim November 2014 - March 2015
Cegedim February 2013 - March 2015
The Human API January 2013 - March 2015
UBS Wealth Management January 2012 - January 2013
UBS Wealth Management Americas October 2007 - January 2012
Barclays January 2005 - September 2007
Fusion Records Nashville January 2004 - December 2005
License Monitor, Inc. July 2002 - December 2004
Prudential Securities, Inc December 1997 - July 2002
Education
University of Phoenix 2012 — 2016
Doctor of Management, Organizational Leadership
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Techology Management
City University of New York-Queens College 1992 — 1996
Bachelor of Science (B.S.), Management Information Systems, General
President's College 1986 — 1991
HS Degree, Science and Technology
Davinder Singh Davinder Singh's UBS Wealth Management Experience December 2006 - September 2008
Job Sr. Java Consultant at State Street Global Markets
Industry Computer Software
Experience
State Street August 2015 - Present
Morgan Stanley June 2010 - July 2015
Bank of America July 2009 - August 2010
Credit Suisse First Boston September 2008 - June 2009
UBS Wealth Management December 2006 - September 2008
Skills
Spring, Hibernate, Java Enterprise Edition, JMS, UML, SOA, XML, Spring Framework, Design Patterns, Unix, Core Java, REST, Web Services, Scala, Python, Functional Programming, Agile Methodologies, Java, SDLC, SQL
Education
Punjab Technical University
B.Tech
State Street August 2015 - Present
Morgan Stanley June 2010 - July 2015
Bank of America July 2009 - August 2010
Credit Suisse First Boston September 2008 - June 2009
UBS Wealth Management December 2006 - September 2008
Skills
Spring, Hibernate, Java Enterprise Edition, JMS, UML, SOA, XML, Spring Framework, Design Patterns, Unix, Core Java, REST, Web Services, Scala, Python, Functional Programming, Agile Methodologies, Java, SDLC, SQL
Education
Punjab Technical University
B.Tech
Daniel D. Kim Daniel D. Kim's UBS Wealth Management Experience May 2014 - July 2014
Job Summer Analyst at Princeton University Investment Company (PRINCO)
Industry Financial Services
Experience
The Daily Princetonian February 2014 - Present
Princeton University Investment Company (PRINCO) June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Skills
Financial Analysis, Project Management, Process Improvement, Process Automation, Data Analysis, Microsoft Excel, Microsoft Office, Leadership, Teamwork, Financial Modeling, Private Investments, Private Equity, Hedge Funds, Investments, Portfolio Management, Bloomberg
Education
Princeton University 2013 — 2017
Bachelor of Arts (A.B.), Economics
Seoul Foreign School 2009 — 2013
High School Diploma; International Baccalaureate Diploma
The Daily Princetonian February 2014 - Present
Princeton University Investment Company (PRINCO) June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Skills
Financial Analysis, Project Management, Process Improvement, Process Automation, Data Analysis, Microsoft Excel, Microsoft Office, Leadership, Teamwork, Financial Modeling, Private Investments, Private Equity, Hedge Funds, Investments, Portfolio Management, Bloomberg
Education
Princeton University 2013 — 2017
Bachelor of Arts (A.B.), Economics
Seoul Foreign School 2009 — 2013
High School Diploma; International Baccalaureate Diploma
Blair Cannon Blair Cannon's UBS Wealth Management Experience July 2015 - Present
Job Senior Vice President Private Wealth Advisor at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management July 2015 - Present
Bernstein Private Wealth Management February 2010 - July 2015
GE Capital — Global Semiconductor Investments January 2003 - January 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2002
MBA, Finance
University of California, Irvine 1989 — 1993
Bachelor of Arts (B.A.), Social Ecology
UBS Wealth Management July 2015 - Present
Bernstein Private Wealth Management February 2010 - July 2015
GE Capital — Global Semiconductor Investments January 2003 - January 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2002
MBA, Finance
University of California, Irvine 1989 — 1993
Bachelor of Arts (B.A.), Social Ecology
Jeff Gruber Jeff Gruber's UBS Wealth Management Experience November 2012 - April 2015
Job Portfolio Manager at Dixon Mitchell Investment Counsel
Industry Investment Management
Experience
Dixon Mitchell Investment Counsel April 2015 - Present
UBS Wealth Management November 2012 - April 2015
Mapleridge Capital May 2011 - September 2012
Mapleridge Capital January 2008 - May 2011
Asset Logics Capital Management January 2000 - June 2007
BMO Nesbitt Burns March 1997 - February 1999
Skills
Commodities, Investments, Trading Strategies, Alternative Investments, Hedge Funds, Investment Strategies, Trading, Asset Allocation, FX, Derivatives, Equities, Portfolio Management, Asset Management, Trading Systems, Financial Markets
Education
Queen's University 1992 — 1996
BCOM, Finance, (Honours)
Canadian Securities Institute
CSC, CPH, DFC, FP I, FP II
Financial Planning Standards Council (FPSC)
Level I CFP
Market Technicians Association (MTA)
Chartered Market Technician (CMT)
Dixon Mitchell Investment Counsel April 2015 - Present
UBS Wealth Management November 2012 - April 2015
Mapleridge Capital May 2011 - September 2012
Mapleridge Capital January 2008 - May 2011
Asset Logics Capital Management January 2000 - June 2007
BMO Nesbitt Burns March 1997 - February 1999
Skills
Commodities, Investments, Trading Strategies, Alternative Investments, Hedge Funds, Investment Strategies, Trading, Asset Allocation, FX, Derivatives, Equities, Portfolio Management, Asset Management, Trading Systems, Financial Markets
Education
Queen's University 1992 — 1996
BCOM, Finance, (Honours)
Canadian Securities Institute
CSC, CPH, DFC, FP I, FP II
Financial Planning Standards Council (FPSC)
Level I CFP
Market Technicians Association (MTA)
Chartered Market Technician (CMT)
Lisa Harkins Lisa Harkins's UBS Wealth Management Experience 2004 - 2007
Job Attorney at Law
Industry Law Practice
Experience
Princess Cruises September 2010 - August 2011
United States District Court for the Eastern District of Michigan June 2010 - August 2010
Vanek, Vickers & Masini PC February 2007 - August 2009
UBS Wealth Management 2004 - 2007
Skills
Legal Research, Westlaw, Litigation, French, Legal Writing, Civil Litigation
Education
Pepperdine University School of Law 2009 — 2013
J.D., Palmer Center for Entrepreneurship and the Law Certificate in Intellectual Property, CALI Award for Excellence in Trademark Law
University of Notre Dame 2000 — 2004
Bachelor’s Degree, Political Science and French, Magna Cum Laude, Dean's Honors List
Sciences Po 2002 — 2003
Diploma of Completion, Programme International
Princess Cruises September 2010 - August 2011
United States District Court for the Eastern District of Michigan June 2010 - August 2010
Vanek, Vickers & Masini PC February 2007 - August 2009
UBS Wealth Management 2004 - 2007
Skills
Legal Research, Westlaw, Litigation, French, Legal Writing, Civil Litigation
Education
Pepperdine University School of Law 2009 — 2013
J.D., Palmer Center for Entrepreneurship and the Law Certificate in Intellectual Property, CALI Award for Excellence in Trademark Law
University of Notre Dame 2000 — 2004
Bachelor’s Degree, Political Science and French, Magna Cum Laude, Dean's Honors List
Sciences Po 2002 — 2003
Diploma of Completion, Programme International
Angela Ayers's UBS Wealth Management Experience November 2010 - September 2012
Job Agency Owner, Ayers Family Insurance Agency at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC December 2014 - Present
Independent Financial Group LLC September 2012 - July 2013
UBS Wealth Management November 2010 - September 2012
Morgan Stanley Wealth Management October 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contact Management, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Office Administration, Life Insurance, General Insurance, Fixed Annuities, Variable Annuities, CRM Databases, Team Building, Event Planning, Business Planning, Equities, ETFs, Mutual Funds, Commercial Insurance, Universal Life, P&C Insurance, Marketing, Strategic Planning, Financial Planning, Leadership, Sales, Social Networking, Social Media, Marketing Strategy, Insurance
Education
Purdue University 1981 — 1985
Bachelor of Arts (B.A.), Communications/Public Relations
Allstate Financial Services, LLC December 2014 - Present
Independent Financial Group LLC September 2012 - July 2013
UBS Wealth Management November 2010 - September 2012
Morgan Stanley Wealth Management October 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contact Management, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Office Administration, Life Insurance, General Insurance, Fixed Annuities, Variable Annuities, CRM Databases, Team Building, Event Planning, Business Planning, Equities, ETFs, Mutual Funds, Commercial Insurance, Universal Life, P&C Insurance, Marketing, Strategic Planning, Financial Planning, Leadership, Sales, Social Networking, Social Media, Marketing Strategy, Insurance
Education
Purdue University 1981 — 1985
Bachelor of Arts (B.A.), Communications/Public Relations
Christopher Marx Christopher Marx's UBS Wealth Management Experience July 2015 - Present
Job Business Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Felix - Intelligent Local Advertising September 2014 - April 2015
Prudential Real Estate Investors June 2013 - June 2014
EAM Associates, Inc. May 2008 - August 2012
Skills
Marketing Research, Advertising, Consumer Behaviour, Product Marketing, Pricing Strategy, Managing Distribution..., Hospitality Service, Marketing, Marketing Communications, Energy, Social Media, Integrated Marketing, PowerPoint, Teamwork, Microsoft Word
Education
Quinnipiac University - School of Business
Bachelor's Degree, Business Marketing
UBS Wealth Management July 2015 - Present
Felix - Intelligent Local Advertising September 2014 - April 2015
Prudential Real Estate Investors June 2013 - June 2014
EAM Associates, Inc. May 2008 - August 2012
Skills
Marketing Research, Advertising, Consumer Behaviour, Product Marketing, Pricing Strategy, Managing Distribution..., Hospitality Service, Marketing, Marketing Communications, Energy, Social Media, Integrated Marketing, PowerPoint, Teamwork, Microsoft Word
Education
Quinnipiac University - School of Business
Bachelor's Degree, Business Marketing
Hayley Butcher's UBS Wealth Management Experience April 2015 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
Midwest Training and Ice Center June 2006 - Present
USA Gymnastics July 2009 - May 2015
UBS Financial Services December 2014 - March 2015
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
UBS Wealth Management April 2015 - Present
Midwest Training and Ice Center June 2006 - Present
USA Gymnastics July 2009 - May 2015
UBS Financial Services December 2014 - March 2015
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Anastacia L. Young's UBS Wealth Management Experience May 2015 - Present
Job Student at Purdue University
Industry Marketing and Advertising
Experience
UBS Wealth Management May 2015 - Present
Cloud 9 Spa ~ Hair Design June 2014 - August 2014
UBS May 2014 - August 2014
Old Navy November 2013 - May 2014
Skills
Appointment Scheduling, Merchandising, Marketing, Time Management, Photoshop, Microsoft Office, Marketing Strategy, Social Media, Communication, Illustrator, Vector Illustration, Visual Communication, Visual Basic, PowerPoint, Microsoft Word, Mail Merge
Education
Purdue University 2014 — 2018
Marketing
Purdue University - Krannert School of Management
UBS Wealth Management May 2015 - Present
Cloud 9 Spa ~ Hair Design June 2014 - August 2014
UBS May 2014 - August 2014
Old Navy November 2013 - May 2014
Skills
Appointment Scheduling, Merchandising, Marketing, Time Management, Photoshop, Microsoft Office, Marketing Strategy, Social Media, Communication, Illustrator, Vector Illustration, Visual Communication, Visual Basic, PowerPoint, Microsoft Word, Mail Merge
Education
Purdue University 2014 — 2018
Marketing
Purdue University - Krannert School of Management
Maura Slavens Maura Slavens's UBS Wealth Management Experience March 2001 - April 2003
Job Executive Board Coordinator, Kinecta Federal Credit Union
Industry Financial Services
Experience
Cetera Financial Group May 2011 - June 2014
CA Associates April 2010 - May 2011
Johnson Controls June 2005 - February 2009
Johnson Controls November 2004 - June 2005
Tribune Broadcasting April 2003 - November 2004
UBS Wealth Management March 2001 - April 2003
UBS Wealth Management August 1999 - March 2001
JSK Associates, Inc. June 1997 - June 1999
Merrill Lynch January 1996 - May 1997
UBS May 1993 - December 1995
Education
Purchase College, SUNY 1988 — 1992
Bachelor of Arts (BA), Social Science and The Arts
Garden City Highschool, Garden City, NY 1983 — 1986
Cetera Financial Group May 2011 - June 2014
CA Associates April 2010 - May 2011
Johnson Controls June 2005 - February 2009
Johnson Controls November 2004 - June 2005
Tribune Broadcasting April 2003 - November 2004
UBS Wealth Management March 2001 - April 2003
UBS Wealth Management August 1999 - March 2001
JSK Associates, Inc. June 1997 - June 1999
Merrill Lynch January 1996 - May 1997
UBS May 1993 - December 1995
Education
Purchase College, SUNY 1988 — 1992
Bachelor of Arts (BA), Social Science and The Arts
Garden City Highschool, Garden City, NY 1983 — 1986
Daniel Moulton's UBS Wealth Management Experience June 2008 - August 2008
Job Management Consulting
Industry Financial Services
Experience
PwC July 2014 - Present
Americana Mortgage September 2010 - June 2013
UBS Wealth Management June 2008 - August 2008
Skills
Mortgage Lending, Loans, FHA, Loan Origination, Management, Investments, Real Estate
Education
Providence College 2006 — 2010
BA, Business Economics
Chaminade High School 2002 — 2006
PwC July 2014 - Present
Americana Mortgage September 2010 - June 2013
UBS Wealth Management June 2008 - August 2008
Skills
Mortgage Lending, Loans, FHA, Loan Origination, Management, Investments, Real Estate
Education
Providence College 2006 — 2010
BA, Business Economics
Chaminade High School 2002 — 2006
Brett Ringelheim's UBS Wealth Management Experience June 2013 - September 2013
Job Real Estate Agent at Annette Ellis Realty
Industry Marketing and Advertising
Experience
Annette Ellis Realty March 2014 - Present
UBS Wealth Management June 2013 - September 2013
NYSE Euronext January 2013 - January 2013
Village of Atlantic Beach May 2012 - September 2012
Sands of Atlantic beach June 2010 - August 2012
Skills
Making Connections, Communication Skills, Organizational Design, Organizational..., Organizational..., Human Resources, Training Delivery, Leadership, Organizational..., Strategic Thinking, Organizational Structure, Team Leadership, Conflict Resolution, Interviews, Strategy, Leadership Development, Personnel Management, Emotional Intelligence, Training
Education
City University of New York-Queens College
Annette Ellis Realty March 2014 - Present
UBS Wealth Management June 2013 - September 2013
NYSE Euronext January 2013 - January 2013
Village of Atlantic Beach May 2012 - September 2012
Sands of Atlantic beach June 2010 - August 2012
Skills
Making Connections, Communication Skills, Organizational Design, Organizational..., Organizational..., Human Resources, Training Delivery, Leadership, Organizational..., Strategic Thinking, Organizational Structure, Team Leadership, Conflict Resolution, Interviews, Strategy, Leadership Development, Personnel Management, Emotional Intelligence, Training
Education
City University of New York-Queens College
Cassandra Ducey's UBS Wealth Management Experience June 2014 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Northstar Wealth Partners June 2012 - June 2014
Palomar Medical Technologies December 2011 - January 2012
Education
Quinnipiac University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Chartered Financial Analyst Track
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
UBS Wealth Management June 2014 - Present
Northstar Wealth Partners June 2012 - June 2014
Palomar Medical Technologies December 2011 - January 2012
Education
Quinnipiac University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Chartered Financial Analyst Track
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Bozhena Lisko Bozhena Lisko's UBS Wealth Management Experience July 2011 - May 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
UBS Wealth Management July 2011 - May 2012
Skills
Microsoft Office, Data Analysis, Finance, Capital Markets, Stata, Valuation, Research
Education
Princeton University 2010 — 2014
BSE, Chemical and Biological Engineering
Pingry School 2006 — 2010
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
UBS Wealth Management July 2011 - May 2012
Skills
Microsoft Office, Data Analysis, Finance, Capital Markets, Stata, Valuation, Research
Education
Princeton University 2010 — 2014
BSE, Chemical and Biological Engineering
Pingry School 2006 — 2010
Adam Webster Adam Webster's UBS Wealth Management Experience August 2009 - December 2009
Job Senior Business Systems Analyst at HubSpot
Industry Internet
Experience
HubSpot March 2015 - Present
HubSpot April 2014 - March 2015
Nuance Communications October 2013 - April 2014
Nuance Communications May 2012 - October 2013
BACTES Imaging Solutions August 2010 - April 2012
UBS Wealth Management August 2009 - December 2009
Skills
Salesforce Administrator, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Exchange, Visio, Salesforce.com
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science (B.S.), Marketing
HubSpot March 2015 - Present
HubSpot April 2014 - March 2015
Nuance Communications October 2013 - April 2014
Nuance Communications May 2012 - October 2013
BACTES Imaging Solutions August 2010 - April 2012
UBS Wealth Management August 2009 - December 2009
Skills
Salesforce Administrator, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Exchange, Visio, Salesforce.com
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science (B.S.), Marketing
Thomas Palma, CPA Thomas Palma, CPA's UBS Wealth Management Experience May 2012 - June 2013
Job Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
UBS Wealth Management May 2012 - June 2013
University of Georgia August 2012 - May 2013
Presbyterian College April 2011 - May 2012
Funnelicious May 2011 - August 2011
Rhino Concessions May 2006 - August 2011
Skills
Accounting, Auditing, Event Planning, Financial Analysis, Management, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Sports
Education
The University of Georgia 2012 — 2013
Master's of Accountancy, Accounting
Presbyterian College 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Greenville High School 2004 — 2008
PwC September 2013 - Present
UBS Wealth Management May 2012 - June 2013
University of Georgia August 2012 - May 2013
Presbyterian College April 2011 - May 2012
Funnelicious May 2011 - August 2011
Rhino Concessions May 2006 - August 2011
Skills
Accounting, Auditing, Event Planning, Financial Analysis, Management, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Sports
Education
The University of Georgia 2012 — 2013
Master's of Accountancy, Accounting
Presbyterian College 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Greenville High School 2004 — 2008
Patrick Hufnagel Patrick Hufnagel's UBS Wealth Management Experience February 2005 - February 2010
Job Director of Business Development at JMA Solutions
Industry Defense & Space
Experience
JMA Solutions April 2014 - Present
Northrop Grumman Information Systems April 2011 - February 2014
UBS Wealth Management February 2005 - February 2010
US Army August 2001 - May 2005
Skills
Government Contracting, Systems Engineering, Security Clearance, Proposal Support, ITAR, Proposal Writing, FAR, Aerospace, Military, Information Assurance, Proposal Leadership, Program Management, Cisco Certified, Defense
Education
Strayer University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Radford University
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
JMA Solutions April 2014 - Present
Northrop Grumman Information Systems April 2011 - February 2014
UBS Wealth Management February 2005 - February 2010
US Army August 2001 - May 2005
Skills
Government Contracting, Systems Engineering, Security Clearance, Proposal Support, ITAR, Proposal Writing, FAR, Aerospace, Military, Information Assurance, Proposal Leadership, Program Management, Cisco Certified, Defense
Education
Strayer University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Radford University
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Jonathan Prato Jonathan Prato's UBS Wealth Management Experience September 2011 - December 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
Students In Free Enterprise August 2011 - May 2013
Pace University August 2012 - January 2013
NYC Business Solutions May 2012 - August 2012
UBS Wealth Management September 2011 - December 2011
Direct Agents May 2011 - August 2011
Collegiate Entrepreneurs December 2009 - October 2010
Skills
New Business Development, Entrepreneurship, Lean Startup, Small Business, Small Business Marketing, Business Strategy, Business Development, Management Consulting, Non-profits, Marketing Strategy, Community Outreach, Equity Research Analysis, Financial Analysis, Financial Statement..., Non-profit Consulting, Data Analysis, Equities, Equity Research, Equity Trading, Fixed Income, Fixed Income Analysis, Qualitative Research, Microsoft Excel, Vlookup, Pivot Tables, Market Analysis
Education
Pace University 2010 — 2013
BBA, Entrepreneurship and Finace Double Major
Monsignor Farrell High School
Quinnipiac University
Goldman Sachs September 2013 - Present
Students In Free Enterprise August 2011 - May 2013
Pace University August 2012 - January 2013
NYC Business Solutions May 2012 - August 2012
UBS Wealth Management September 2011 - December 2011
Direct Agents May 2011 - August 2011
Collegiate Entrepreneurs December 2009 - October 2010
Skills
New Business Development, Entrepreneurship, Lean Startup, Small Business, Small Business Marketing, Business Strategy, Business Development, Management Consulting, Non-profits, Marketing Strategy, Community Outreach, Equity Research Analysis, Financial Analysis, Financial Statement..., Non-profit Consulting, Data Analysis, Equities, Equity Research, Equity Trading, Fixed Income, Fixed Income Analysis, Qualitative Research, Microsoft Excel, Vlookup, Pivot Tables, Market Analysis
Education
Pace University 2010 — 2013
BBA, Entrepreneurship and Finace Double Major
Monsignor Farrell High School
Quinnipiac University
Jim Danielson's UBS Wealth Management Experience August 2004 - April 2009
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. (Member FINRA/SIPC) 2009 - Present
Hungerpalooza January 2008 - Present
UBS Wealth Management August 2004 - April 2009
Marriott Hotels 1998 - 2004
Marriott International 1996 - 1998
Marriot 1989 - 1996
Skills
Investment Strategies, Retirement Planning, Financial Advisor, Retirement income..., Investments, Strategic Financial..., Wealth Management, Portfolio Management, Finance, Risk Management, Strategy, Asset Allocation, Business Planning, Small Business, Securities, 401k, Management
Education
Purdue University 1985 — 1989
B.S., Management
Raymond James Financial Services, Inc. (Member FINRA/SIPC) 2009 - Present
Hungerpalooza January 2008 - Present
UBS Wealth Management August 2004 - April 2009
Marriott Hotels 1998 - 2004
Marriott International 1996 - 1998
Marriot 1989 - 1996
Skills
Investment Strategies, Retirement Planning, Financial Advisor, Retirement income..., Investments, Strategic Financial..., Wealth Management, Portfolio Management, Finance, Risk Management, Strategy, Asset Allocation, Business Planning, Small Business, Securities, 401k, Management
Education
Purdue University 1985 — 1989
B.S., Management
Derek Jun, CFA, CAIA Derek Jun, CFA, CAIA's UBS Wealth Management Experience September 2011 - June 2013
Job Senior Equity Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Kaohu Berg-Hee Kaohu Berg-Hee's UBS Wealth Management Experience May 2012 - August 2012
Job Analyst at Moran & Company
Industry Commercial Real Estate
Experience
Moran & Company March 2013 - Present
UBS Wealth Management May 2012 - August 2012
Skills
Stata, Public Policy, Policy Analysis, Data Analysis, Asset Management, Policy, Economics, Financial Modeling, Analysis, Valuation, Finance, Due Diligence, Financial Analysis, Real Estate Economics, Investments
Education
University of California, Los Angeles 2009 — 2011
MPP, Luskin School of Public Affairs
Princeton University 2005 — 2009
A.B., Politics
Punahou School 1999 — 2005
Moran & Company March 2013 - Present
UBS Wealth Management May 2012 - August 2012
Skills
Stata, Public Policy, Policy Analysis, Data Analysis, Asset Management, Policy, Economics, Financial Modeling, Analysis, Valuation, Finance, Due Diligence, Financial Analysis, Real Estate Economics, Investments
Education
University of California, Los Angeles 2009 — 2011
MPP, Luskin School of Public Affairs
Princeton University 2005 — 2009
A.B., Politics
Punahou School 1999 — 2005
Gabrielle Laurenzo Gabrielle Laurenzo's UBS Wealth Management Experience 2005 - 2007
Job Talent Acquisition Specialist at Brown Brothers Harriman
Industry Staffing and Recruiting
Experience
Brown Brothers Harriman September 2011 - November 2012
Brown Brothers Harriman December 2010 - September 2011
The Forum Group August 2007 - November 2008
UBS Wealth Management 2005 - 2007
KinderCare 2004 - 2005
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Applicant Tracking..., Onboarding, Resume Writing, Employee Relations, Interviews
Education
Quinnipiac University 1998 — 2002
Bachelor of Arts, Psychology
Brown Brothers Harriman September 2011 - November 2012
Brown Brothers Harriman December 2010 - September 2011
The Forum Group August 2007 - November 2008
UBS Wealth Management 2005 - 2007
KinderCare 2004 - 2005
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Applicant Tracking..., Onboarding, Resume Writing, Employee Relations, Interviews
Education
Quinnipiac University 1998 — 2002
Bachelor of Arts, Psychology
Jennica Ross Jennica Ross's UBS Wealth Management Experience 2005 - 2010
Job Head of Strategic Relationships at WallachBeth Capital
Industry Investment Management
Experience
WallachBeth Capital April 2012 - Present
Guggenheim Investments May 2010 - December 2011
UBS Wealth Management 2005 - 2010
UBS Wealth Management 2003 - 2005
Skills
Investment Management, Business Development, Closed-end Funds, ETFs, Equities, Series 7, Series 63, Series 24, Asset Allocation, FINRA, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Trading
Education
Princeton University 1999 — 2003
Bachelor of Arts (A.B.)
WallachBeth Capital April 2012 - Present
Guggenheim Investments May 2010 - December 2011
UBS Wealth Management 2005 - 2010
UBS Wealth Management 2003 - 2005
Skills
Investment Management, Business Development, Closed-end Funds, ETFs, Equities, Series 7, Series 63, Series 24, Asset Allocation, FINRA, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Trading
Education
Princeton University 1999 — 2003
Bachelor of Arts (A.B.)
Jerrold A. Beyer, Jr., CIMA® Jerrold A. Beyer, Jr., CIMA®'s UBS Wealth Management Experience September 2005 - February 2010
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
UBS Wealth Management September 2005 - February 2010
Morgan Stanley Smith Barney May 2000 - September 2005
Merrill Lynch 1998 - 2000
Skills
401(k) Rollovers, Beneficiary Planning, Stretch IRAs, Income Preservation..., Tax-Efficient..., Investments, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Strategy, Finance, Insurance, Variable Annuities, Multi-generational..., Liability Management, Weath Transfer, Business-Owner Planning, Concentrated Stock..., Fixed Income Strategies, Multi-Generational..., Risk Management, 401(k) Plans, Employer Sponsored..., Solo 401(k) Plans
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA® Certification Program
Washington State University 1994 — 1996
MA
University of Idaho 1989 — 1994
BA
Pontificia Universidad Católica del Ecuador 1992 — 1993
Wells Fargo Advisors February 2010 - Present
UBS Wealth Management September 2005 - February 2010
Morgan Stanley Smith Barney May 2000 - September 2005
Merrill Lynch 1998 - 2000
Skills
401(k) Rollovers, Beneficiary Planning, Stretch IRAs, Income Preservation..., Tax-Efficient..., Investments, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Strategy, Finance, Insurance, Variable Annuities, Multi-generational..., Liability Management, Weath Transfer, Business-Owner Planning, Concentrated Stock..., Fixed Income Strategies, Multi-Generational..., Risk Management, 401(k) Plans, Employer Sponsored..., Solo 401(k) Plans
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA® Certification Program
Washington State University 1994 — 1996
MA
University of Idaho 1989 — 1994
BA
Pontificia Universidad Católica del Ecuador 1992 — 1993
Kelly Church's UBS Wealth Management Experience 2008 - 2011
Job
Industry Financial Services
Experience
Morgan Stanley 2011 - 2014
UBS Wealth Management 2008 - 2011
Morgan Stanley 2005 - 2008
Optima Fund Management 2003 - 2005
AllianceBernstein 2002 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Investments, Financial Services, Strategy, Wealth Management, Securities, Capital Markets, Private Equity, Competitive Analysis
Education
Princeton University
AB, English
Morgan Stanley 2011 - 2014
UBS Wealth Management 2008 - 2011
Morgan Stanley 2005 - 2008
Optima Fund Management 2003 - 2005
AllianceBernstein 2002 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Investments, Financial Services, Strategy, Wealth Management, Securities, Capital Markets, Private Equity, Competitive Analysis
Education
Princeton University
AB, English
Steven DeMocker's UBS Wealth Management Experience September 2003 - Present
Job Senior VP Investments at UBS Wealth Management US
Industry Financial Services
Experience
UBS Wealth Management September 2003 - Present
A.G. Edwards October 1995 - September 2003
Prescott College June 1990 - October 1995
Prescott College August 1988 - June 1990
Education
University of Rochester 1982 — 1986
Ph.D., Critical Social Theory
Prescott College 1973 — 1977
B.A., Wilderness Ladership
UBS Wealth Management September 2003 - Present
A.G. Edwards October 1995 - September 2003
Prescott College June 1990 - October 1995
Prescott College August 1988 - June 1990
Education
University of Rochester 1982 — 1986
Ph.D., Critical Social Theory
Prescott College 1973 — 1977
B.A., Wilderness Ladership
Desikan Narasimhan's UBS Wealth Management Experience 2006 - Present
Job Global Head of Due Diligence at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2013 - Present
UBS Wealth Management 2006 - Present
UBS Investment Bank June 2010 - July 2012
Merrill Lynch July 2004 - December 2005
Goldman Sachs 1998 - 2002
Goldman Sachs Asset Management 1998 - 2002
Education
Suffolk University - Sawyer School of Management 1996 — 1998
Master of Science (MS), Finance
Pondicherry University 1991 — 1993
Master of Business Administration (MBA), Finance
UBS Investment Bank January 2013 - Present
UBS Wealth Management 2006 - Present
UBS Investment Bank June 2010 - July 2012
Merrill Lynch July 2004 - December 2005
Goldman Sachs 1998 - 2002
Goldman Sachs Asset Management 1998 - 2002
Education
Suffolk University - Sawyer School of Management 1996 — 1998
Master of Science (MS), Finance
Pondicherry University 1991 — 1993
Master of Business Administration (MBA), Finance
James Dye's UBS Wealth Management Experience 2000 - 2008
Job Senior Librarian I at Brooklyn Public Library
Industry Libraries
Experience
Brooklyn Public Library 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP 2008 - 2014
UBS Wealth Management 2000 - 2008
Paine Webber 1999 - 2000
Skills
Legal Research, Knowledge Management, Information Management, Mergers & Acquisitions, Online Research, Library Science, Library Instruction, Cataloging, Research, Collection Development, Metadata, Libraries, Information Literacy, Higher Education, Library Research, Virtual Reference, Library Reference, Library Management
Education
Pratt Institute 2006 — 2008
Master's degree, Library and Information Science
The College of New Jersey 1993 — 1997
BA, English
Brooklyn Public Library 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP 2008 - 2014
UBS Wealth Management 2000 - 2008
Paine Webber 1999 - 2000
Skills
Legal Research, Knowledge Management, Information Management, Mergers & Acquisitions, Online Research, Library Science, Library Instruction, Cataloging, Research, Collection Development, Metadata, Libraries, Information Literacy, Higher Education, Library Research, Virtual Reference, Library Reference, Library Management
Education
Pratt Institute 2006 — 2008
Master's degree, Library and Information Science
The College of New Jersey 1993 — 1997
BA, English
Cory Stevens's UBS Wealth Management Experience November 2001 - 2004
Job Berkshire Hathaway Real Estate
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Northwest Real Estate March 2004 - Present
UBS Wealth Management November 2001 - 2004
Copper Mountain Trust 1997 - 2001
Skills
REO, New Home Sales, Sellers, Investment Properties, Short Sales, Real Estate, Investments, Condos, Marketing, Strategic Planning, Relocation, Buyer Representation, First Time Home Buyers, Foreclosures, Customer Service
Education
Portland State University - School of Business
Bachelor of Business Administration (B.B.A.)
Berkshire Hathaway HomeServices Northwest Real Estate March 2004 - Present
UBS Wealth Management November 2001 - 2004
Copper Mountain Trust 1997 - 2001
Skills
REO, New Home Sales, Sellers, Investment Properties, Short Sales, Real Estate, Investments, Condos, Marketing, Strategic Planning, Relocation, Buyer Representation, First Time Home Buyers, Foreclosures, Customer Service
Education
Portland State University - School of Business
Bachelor of Business Administration (B.B.A.)
Neil Y Kleinman's UBS Wealth Management Experience February 2008 - Present
Job Business Process and Data Analyst
Industry Financial Services
Experience
UBS Wealth Management February 2008 - Present
UBS Wealth Management July 2004 - February 2008
UBS Wealth Management May 2000 - June 2004
UBS Wealth Management March 1998 - April 2000
UBS Wealth Management November 1995 - February 1998
InterAccess Consulting January 1992 - October 1995
IBM December 1983 - January 1992
Education
Pratt Institute 1980 — 1983
BA Electrical Engineering
UBS Wealth Management February 2008 - Present
UBS Wealth Management July 2004 - February 2008
UBS Wealth Management May 2000 - June 2004
UBS Wealth Management March 1998 - April 2000
UBS Wealth Management November 1995 - February 1998
InterAccess Consulting January 1992 - October 1995
IBM December 1983 - January 1992
Education
Pratt Institute 1980 — 1983
BA Electrical Engineering
Dimas Serrano Jr's UBS Wealth Management Experience April 2008 - December 2011
Job Director UBS Hedge Fund Solutions LLCFinance & Investment Operations at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management January 2015 - Present
UBS Global Asset Management January 2012 - December 2014
UBS Wealth Management April 2008 - December 2011
Highbridge Capital Management October 2006 - April 2008
Citi(Saranac Capital Management) December 2004 - October 2006
Rho Capital Partners December 2002 - December 2004
Skills
Hedge Funds, Derivatives, Private Equity, Fund Accounting, SEC Financial Reporting, Fund Administration, Fund Of Funds, Investment Operations, Master Feeder Structures, Investments, Valuation, Capital Markets, Finance, Financial Services, Alternative Investments, Mutual Funds, Asset Management, Equities, Fixed Income
Education
City University of New York-Queens College
Bachelor's Degree, Accounting and Economics
Long Island City High School
High School
UBS Global Asset Management January 2015 - Present
UBS Global Asset Management January 2012 - December 2014
UBS Wealth Management April 2008 - December 2011
Highbridge Capital Management October 2006 - April 2008
Citi(Saranac Capital Management) December 2004 - October 2006
Rho Capital Partners December 2002 - December 2004
Skills
Hedge Funds, Derivatives, Private Equity, Fund Accounting, SEC Financial Reporting, Fund Administration, Fund Of Funds, Investment Operations, Master Feeder Structures, Investments, Valuation, Capital Markets, Finance, Financial Services, Alternative Investments, Mutual Funds, Asset Management, Equities, Fixed Income
Education
City University of New York-Queens College
Bachelor's Degree, Accounting and Economics
Long Island City High School
High School
Timothy Hemcher's UBS Wealth Management Experience June 1993 - October 1996
Job Financial Services Professional
Industry Insurance
Experience
Allstate October 2012 - October 2013
Marquis Financial Marketing June 2011 - May 2012
PACIFIC LIFE INSURANCE COMPANY August 2008 - May 2011
Lincoln Financial Group September 2005 - January 2008
AXA DISTRIBUTORS, LLC January 1996 - January 2005
East Coast Division January 1998 - January 2002
AXA DISTRIBUTORS, LLC January 1996 - January 1998
UBS Wealth Management June 1993 - October 1996
PLANCO FINANCIAL SERVICES January 1992 - January 1993
NEW ENGLAND FINANCIAL SERVICES January 1986 - January 1991
Skills
Annuities, Wholesaling, Series 6, Retirement Planning, Wealth Transfer, Long Term Care, Wealth Management, Insurance, Insurance Planning, Investments, Series 63, Financial Planners, Long-term Care, Wealth
Education
Pfeiffer University 2002 — 2004
Bachelor of Arts, Business Administration
Allstate October 2012 - October 2013
Marquis Financial Marketing June 2011 - May 2012
PACIFIC LIFE INSURANCE COMPANY August 2008 - May 2011
Lincoln Financial Group September 2005 - January 2008
AXA DISTRIBUTORS, LLC January 1996 - January 2005
East Coast Division January 1998 - January 2002
AXA DISTRIBUTORS, LLC January 1996 - January 1998
UBS Wealth Management June 1993 - October 1996
PLANCO FINANCIAL SERVICES January 1992 - January 1993
NEW ENGLAND FINANCIAL SERVICES January 1986 - January 1991
Skills
Annuities, Wholesaling, Series 6, Retirement Planning, Wealth Transfer, Long Term Care, Wealth Management, Insurance, Insurance Planning, Investments, Series 63, Financial Planners, Long-term Care, Wealth
Education
Pfeiffer University 2002 — 2004
Bachelor of Arts, Business Administration
Gabriele Bergesio's UBS Wealth Management Experience July 2006 - October 2010
Job Director Head of Corporate IT at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. September 2014 - Present
Mizuho Securities USA Inc. November 2010 - August 2014
UBS Wealth Management July 2006 - October 2010
City of New York ACS August 2005 - July 2006
Vercellotti Giovanni SNC. Italy November 1995 - November 1998
Skills
Trading Systems, Electronic Trading, Fixed Income, Requirements Analysis, SDLC, Bloomberg, Business Analysis
Education
Stevens Institute of Technology 2007 — 2010
MSIS, Information Systems
Queens College 2003 — 2006
Computer Science
Mizuho Securities USA Inc. September 2014 - Present
Mizuho Securities USA Inc. November 2010 - August 2014
UBS Wealth Management July 2006 - October 2010
City of New York ACS August 2005 - July 2006
Vercellotti Giovanni SNC. Italy November 1995 - November 1998
Skills
Trading Systems, Electronic Trading, Fixed Income, Requirements Analysis, SDLC, Bloomberg, Business Analysis
Education
Stevens Institute of Technology 2007 — 2010
MSIS, Information Systems
Queens College 2003 — 2006
Computer Science
Cornelius St. Clair's UBS Wealth Management Experience February 1992 - August 2004
Job Project Manager at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield December 2007 - Present
UBS Wealth Management February 1992 - August 2004
Skills
Project Management, Residential Homes, Business Analysis, Vendor Management, Negotiation, Corporate Real Estate, Risk Management, Construction Management, Real Estate Development, Real Estate, Contract Negotiation, Budgets, Contract Management, Project Planning, Facilities Management
Education
Pratt Institute 2002 — 2006
Bachelor's Degree, Interior Design, 3.7 GPA
St.Marys College of St.Lucia, W.I. 1979 — 1983
High School, Argriculture, N/A
Cushman & Wakefield December 2007 - Present
UBS Wealth Management February 1992 - August 2004
Skills
Project Management, Residential Homes, Business Analysis, Vendor Management, Negotiation, Corporate Real Estate, Risk Management, Construction Management, Real Estate Development, Real Estate, Contract Negotiation, Budgets, Contract Management, Project Planning, Facilities Management
Education
Pratt Institute 2002 — 2006
Bachelor's Degree, Interior Design, 3.7 GPA
St.Marys College of St.Lucia, W.I. 1979 — 1983
High School, Argriculture, N/A
Rafael Cordero's UBS Wealth Management Experience July 2004 - July 2007
Job Vice President at Prudential Investments
Industry Investment Management
Experience
Prudential Investments June 2013 - Present
Van Eck Global July 2011 - June 2013
ING Investment Management August 2007 - June 2011
UBS Wealth Management July 2004 - July 2007
ALLSTON TRADING, LLC July 2003 - June 2004
Independent March 1999 - June 2003
LETCO INDEX ARBITRAGE July 1997 - February 1999
ARCO OIL & GAS CO. June 1990 - May 1995
Skills
Fixed Income, Equities, Portfolio Management, Investments, Derivatives, Alternative Investments, Mutual Funds, Asset Management, Trading, Securities, Options, Hedge Funds, Bloomberg, ETFs, Structured Products, Finance, Commodity, Asset Allocation, Capital Markets, Investment Management, Series 7, Retail Liquid..., Derivative Securities, Option Securities, Product Development
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Statistics
Purdue University 1986 — 1990
BSME, Mechanical Engineering
Purdue University 1985 — 1990
BS Mechanical Engineering
Prudential Investments June 2013 - Present
Van Eck Global July 2011 - June 2013
ING Investment Management August 2007 - June 2011
UBS Wealth Management July 2004 - July 2007
ALLSTON TRADING, LLC July 2003 - June 2004
Independent March 1999 - June 2003
LETCO INDEX ARBITRAGE July 1997 - February 1999
ARCO OIL & GAS CO. June 1990 - May 1995
Skills
Fixed Income, Equities, Portfolio Management, Investments, Derivatives, Alternative Investments, Mutual Funds, Asset Management, Trading, Securities, Options, Hedge Funds, Bloomberg, ETFs, Structured Products, Finance, Commodity, Asset Allocation, Capital Markets, Investment Management, Series 7, Retail Liquid..., Derivative Securities, Option Securities, Product Development
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Statistics
Purdue University 1986 — 1990
BSME, Mechanical Engineering
Purdue University 1985 — 1990
BS Mechanical Engineering
Sameer More's UBS Wealth Management Experience July 2008 - June 2012
Job Android Engineer at MLB.com
Industry Information Technology and Services
Experience
MLB Advanced Media June 2012 - Present
UBS Wealth Management July 2008 - June 2012
Skills
Java, Web Applications, SQL, Java Enterprise Edition, JavaScript, Unix, Software Development, Eclipse, JSON, JSP, AJAX, Web Development, HTML, OOP, Servlets
Education
The Polytechnic Institute of New York University 2011 — 2014
Master's degree, Computer Science
Queens College 2004 — 2008
Bachelor of Science, Computer Science
MLB Advanced Media June 2012 - Present
UBS Wealth Management July 2008 - June 2012
Skills
Java, Web Applications, SQL, Java Enterprise Edition, JavaScript, Unix, Software Development, Eclipse, JSON, JSP, AJAX, Web Development, HTML, OOP, Servlets
Education
The Polytechnic Institute of New York University 2011 — 2014
Master's degree, Computer Science
Queens College 2004 — 2008
Bachelor of Science, Computer Science
Curt Hall's UBS Wealth Management Experience January 2013 - Present
Job Branch Manager at UBS
Industry Banking
Experience
UBS Wealth Management January 2013 - Present
UBS Wealth Management April 2012 - Present
UBS Wealth Management August 2009 - April 2012
UBS Wealth Management August 2007 - August 2009
UBS Wealth Management August 2005 - August 2007
UBS Wealth Management January 2004 - August 2005
UBS Wealth Management July 2002 - January 2004
Skills
Wealth Management, Investments, Series 7, Portfolio Management, Asset Management, Mutual Funds, Series 63, Equities, Management, Finance
Education
McColl School of Business 2006 — 2008
MASTERS, BUSINESS
University of Virginia 1998 — 2002
BA
UBS Wealth Management January 2013 - Present
UBS Wealth Management April 2012 - Present
UBS Wealth Management August 2009 - April 2012
UBS Wealth Management August 2007 - August 2009
UBS Wealth Management August 2005 - August 2007
UBS Wealth Management January 2004 - August 2005
UBS Wealth Management July 2002 - January 2004
Skills
Wealth Management, Investments, Series 7, Portfolio Management, Asset Management, Mutual Funds, Series 63, Equities, Management, Finance
Education
McColl School of Business 2006 — 2008
MASTERS, BUSINESS
University of Virginia 1998 — 2002
BA
William Ryan's UBS Wealth Management Experience May 2006 - August 2006
Job Search & Connections Planning Supervisor at MRY
Industry Online Media
Experience
MRY November 2013 - Present
Beeby Clark+Meyler December 2011 - November 2013
Publicis Modem March 2011 - December 2011
Publicis Modem September 2010 - March 2011
Resolution Media July 2010 - September 2010
Publicis Modem October 2008 - July 2010
Oppenheimer & Co. June 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
SEM, Search Advertising, Online Advertising, PPC, Advertising, Google Adwords, DoubleClick, Display Advertising, MSN AdCenter, Search, Digital Marketing, Marin Software, Interactive Advertising, DART for Advertisers, DART Search, MediaVisor, Media Finance, Digital Media, Microsoft Excel, Online Marketing, Campaign Management, Media Strategy, Google Adwords..., Paid Search Strategy, Media Buying, PPC Bid Management, Google Analytics, Client Services, Advertising Operations, Social Media Marketing, Social Media, Web Analytics, Digital Strategy, Facebook, Integrated Marketing, Marketing, Management, Marketing Strategy, Interactive Marketing, Social Networking, Analytics, Media Planning, Strategy, E-commerce
Education
Providence College 2004 — 2008
B.S., Management
MRY November 2013 - Present
Beeby Clark+Meyler December 2011 - November 2013
Publicis Modem March 2011 - December 2011
Publicis Modem September 2010 - March 2011
Resolution Media July 2010 - September 2010
Publicis Modem October 2008 - July 2010
Oppenheimer & Co. June 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
SEM, Search Advertising, Online Advertising, PPC, Advertising, Google Adwords, DoubleClick, Display Advertising, MSN AdCenter, Search, Digital Marketing, Marin Software, Interactive Advertising, DART for Advertisers, DART Search, MediaVisor, Media Finance, Digital Media, Microsoft Excel, Online Marketing, Campaign Management, Media Strategy, Google Adwords..., Paid Search Strategy, Media Buying, PPC Bid Management, Google Analytics, Client Services, Advertising Operations, Social Media Marketing, Social Media, Web Analytics, Digital Strategy, Facebook, Integrated Marketing, Marketing, Management, Marketing Strategy, Interactive Marketing, Social Networking, Analytics, Media Planning, Strategy, E-commerce
Education
Providence College 2004 — 2008
B.S., Management
Lee Dunayer's UBS Wealth Management Experience June 2004 - September 2009
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Morgan Stanley Smith Barney September 2009 - Present
UBS Wealth Management June 2004 - September 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
University of Southern California 1981 — 1983
B.A ., Political Science
Pepperdine University, The George L. Graziadio School of Business and Management
Morgan Stanley September 2009 - Present
Morgan Stanley Smith Barney September 2009 - Present
UBS Wealth Management June 2004 - September 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
University of Southern California 1981 — 1983
B.A ., Political Science
Pepperdine University, The George L. Graziadio School of Business and Management
Jennifer G. Murphy's UBS Wealth Management Experience August 2000 - August 2001
Job Health & Safety Administrator/Staff Trainer at Participation House, Markham
Industry Human Resources
Experience
Participation House, Markham May 2014 - Present
Doug Morley & Associates November 2010 - May 2014
North York General Hospital December 2001 - November 2005
UBS Wealth Management August 2000 - August 2001
UBS Wealth Management March 1999 - August 2000
The Scarborough Hospital August 1998 - March 1999
Skills
Employee Relations, Recruiting, Interviews, HRIS, Human Resources, Organizational..., Reference Checking, Public Speaking, New Hire Orientations, Talent Acquisition, Organization, Onboarding, Health Care Recruiting, Relationship Management, Event Planning, Training, Customer Service, Internal Communications, Performance Management, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Headcount Reporting, Benefits Administration, File Management, Sourcing, Technical Recruiting, HR Consulting, Crisis Intervention, WSIB Claims Management, Return to Work Planning, Internal Investigations, Employee Orientations
Education
Seneca College of Applied Arts and Technology 1997 — 1998
Certificate
Queen's University 1991 — 1995
B.A.H.
Participation House, Markham May 2014 - Present
Doug Morley & Associates November 2010 - May 2014
North York General Hospital December 2001 - November 2005
UBS Wealth Management August 2000 - August 2001
UBS Wealth Management March 1999 - August 2000
The Scarborough Hospital August 1998 - March 1999
Skills
Employee Relations, Recruiting, Interviews, HRIS, Human Resources, Organizational..., Reference Checking, Public Speaking, New Hire Orientations, Talent Acquisition, Organization, Onboarding, Health Care Recruiting, Relationship Management, Event Planning, Training, Customer Service, Internal Communications, Performance Management, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Headcount Reporting, Benefits Administration, File Management, Sourcing, Technical Recruiting, HR Consulting, Crisis Intervention, WSIB Claims Management, Return to Work Planning, Internal Investigations, Employee Orientations
Education
Seneca College of Applied Arts and Technology 1997 — 1998
Certificate
Queen's University 1991 — 1995
B.A.H.
Victor Collins's UBS Wealth Management Experience September 2006 - August 2007
Job Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ March 2012 - Present
Orange and Rockland Utilities, Inc. August 2011 - March 2012
Double Rock Corporation November 2007 - April 2011
UBS Wealth Management September 2006 - August 2007
UBS Wealth Management March 2003 - August 2006
UBS Wealth Management May 1999 - February 2003
Paine Webber October 1996 - April 1999
Skills
Equities, VSAM, SDLC, Fixed Income, JCL, Business Analysis, COBOL, PMO, Asset Management, DB2, Banking, Risk Management, Project Management, CICS, Requirements Gathering, Visio, Mainframe, Financial Services, Requirements Analysis, Business Requirements, User Acceptance Testing
Education
Forest Hills HIgh School
Informatica
Queens College
BA, Political Science / Communications
Bank of Tokyo-Mitsubishi UFJ March 2012 - Present
Orange and Rockland Utilities, Inc. August 2011 - March 2012
Double Rock Corporation November 2007 - April 2011
UBS Wealth Management September 2006 - August 2007
UBS Wealth Management March 2003 - August 2006
UBS Wealth Management May 1999 - February 2003
Paine Webber October 1996 - April 1999
Skills
Equities, VSAM, SDLC, Fixed Income, JCL, Business Analysis, COBOL, PMO, Asset Management, DB2, Banking, Risk Management, Project Management, CICS, Requirements Gathering, Visio, Mainframe, Financial Services, Requirements Analysis, Business Requirements, User Acceptance Testing
Education
Forest Hills HIgh School
Informatica
Queens College
BA, Political Science / Communications
Chin-Shu Jim Lee's UBS Wealth Management Experience July 2011 - Present
Job Integration Consultant at UBS Wealth Management
Industry Computer Software
Experience
UBS Wealth Management July 2011 - Present
Deutsche Bank November 2009 - June 2011
CSLee, Inc. February 2009 - July 2009
Sisters of Mercy Health System October 2007 - February 2009
Citigroup March 2005 - September 2007
sanofi-aventis August 2004 - February 2005
Union Pacific 2002 - 2003
Agere Systems 2000 - 2001
Lucent Technologies 1997 - 2000
Motorola 1986 - 1997
Skills
SDLC, TIBCO Rendezvous, SOA, TIBCO, webMethods, Adapter, ESB, Hawk, EAI, Integration, Enterprise Architecture, Java, Agile Methodologies, C++, TIBCO iProcess, EMS, Middleware, SOAP, Low Latency, DB2, Solution Architecture, Messaging
Education
Purdue University 1982 — 1986
BS, Computer Science
UBS Wealth Management July 2011 - Present
Deutsche Bank November 2009 - June 2011
CSLee, Inc. February 2009 - July 2009
Sisters of Mercy Health System October 2007 - February 2009
Citigroup March 2005 - September 2007
sanofi-aventis August 2004 - February 2005
Union Pacific 2002 - 2003
Agere Systems 2000 - 2001
Lucent Technologies 1997 - 2000
Motorola 1986 - 1997
Skills
SDLC, TIBCO Rendezvous, SOA, TIBCO, webMethods, Adapter, ESB, Hawk, EAI, Integration, Enterprise Architecture, Java, Agile Methodologies, C++, TIBCO iProcess, EMS, Middleware, SOAP, Low Latency, DB2, Solution Architecture, Messaging
Education
Purdue University 1982 — 1986
BS, Computer Science
Raymond Sich's UBS Wealth Management Experience 2006 - 2008
Job Experienced Manager Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2010 - Present
UBS Wealth Management 2006 - 2008
Piper Jaffray 1999 - 2006
US Bancorp 1988 - 1999
Education
Portland State University
BS, Economics
Morgan Stanley Wealth Management February 2010 - Present
UBS Wealth Management 2006 - 2008
Piper Jaffray 1999 - 2006
US Bancorp 1988 - 1999
Education
Portland State University
BS, Economics
Ira Goldklang's UBS Wealth Management Experience January 2003 - April 2009
Job Operations Manager/Trade Support
Industry Financial Services
Experience
UBS Wealth Management January 2003 - April 2009
Deutsche Asset Management 2001 - 2003
Bankers Trust Co 1994 - 2001
Bankers Trust Co. 1987 - 1994
Education
Ramapo College of New Jersey 1988 — 1992
BS, Business Management
UBS Wealth Management January 2003 - April 2009
Deutsche Asset Management 2001 - 2003
Bankers Trust Co 1994 - 2001
Bankers Trust Co. 1987 - 1994
Education
Ramapo College of New Jersey 1988 — 1992
BS, Business Management
Liu Yuhang's UBS Wealth Management Experience September 2009 - December 2009
Job Research Assistant at Purdue University
Industry Market Research
Experience
Purdue University May 2014 - Present
UBS Wealth Management September 2009 - December 2009
Education
Purdue University
Bachelor's Degree, Agricultural Economics
Purdue University - Krannert School of Management
Bachelor of Science, Accounting and Finance
Purdue University May 2014 - Present
UBS Wealth Management September 2009 - December 2009
Education
Purdue University
Bachelor's Degree, Agricultural Economics
Purdue University - Krannert School of Management
Bachelor of Science, Accounting and Finance
Ibrahim Siddiqui, PMP's UBS Wealth Management Experience June 2000 - April 2006
Job Senior Web Project Manager at Oakley
Industry Information Technology and Services
Experience
Oakley February 2015 - Present
First American Title March 2014 - June 2014
Leave of Absence July 2013 - February 2014
Digital River 2012 - 2013
Kinecta Federal Credit Union 2011 - 2012
Freedom Communications Inc. 2009 - 2011
University of California, Irvine Extension January 2009 - July 2009
Vignette November 2006 - September 2008
UBS Wealth Management June 2000 - April 2006
AT&T 1999 - 2000
Skills
SDLC, Project Management, Oracle, CRM, E-commerce, PMP, Risk Management, Team Building, Java, Enterprise Software, Change Management, Strategy, Quality Assurance, Agile Methodologies, Data Warehousing, Management, XML, Web Applications, Analysis, Testing, .NET, Software Project..., MS Project, PMO, Vendor Management, Consulting, Leadership, Databases, Program Management, Business Analysis, SharePoint, Information Technology, Microsoft Project
Education
Princeton University 1998 — 2000
Graduate Program, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, Computer Science
South Brunswick High School
Oakley February 2015 - Present
First American Title March 2014 - June 2014
Leave of Absence July 2013 - February 2014
Digital River 2012 - 2013
Kinecta Federal Credit Union 2011 - 2012
Freedom Communications Inc. 2009 - 2011
University of California, Irvine Extension January 2009 - July 2009
Vignette November 2006 - September 2008
UBS Wealth Management June 2000 - April 2006
AT&T 1999 - 2000
Skills
SDLC, Project Management, Oracle, CRM, E-commerce, PMP, Risk Management, Team Building, Java, Enterprise Software, Change Management, Strategy, Quality Assurance, Agile Methodologies, Data Warehousing, Management, XML, Web Applications, Analysis, Testing, .NET, Software Project..., MS Project, PMO, Vendor Management, Consulting, Leadership, Databases, Program Management, Business Analysis, SharePoint, Information Technology, Microsoft Project
Education
Princeton University 1998 — 2000
Graduate Program, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, Computer Science
South Brunswick High School
Johanna Lanus's UBS Wealth Management Experience April 2012 - Present
Job Head of Business Planning & Management, Client Strategy Office at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Skills
Marketing, Business Planning, Financial Analysis, Investments, Management, Strategy, Mergers, Portfolio Management, Strategic Planning
Education
Princeton University
Art and Archaeology
UBS Wealth Management April 2012 - Present
Skills
Marketing, Business Planning, Financial Analysis, Investments, Management, Strategy, Mergers, Portfolio Management, Strategic Planning
Education
Princeton University
Art and Archaeology
Alisa Chen's UBS Wealth Management Experience June 2013 - Present
Job Student at State University of New York at Stony Brook
Industry Business Supplies and Equipment
Experience
UBS Wealth Management June 2013 - Present
United Customs Service Inc. January 2012 - August 2012
Crystal Window & Door Systems June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Matlab, Data Analysis, Research
Education
State University of New York at Stony Brook 2009 — 2011
Bachelor of Science (BS), Applied Mathematics & Statistics
City University of New York-Queens College 2008 — 2009
Affiliated Senior High School of National Taiwan Normal University 2003 — 2005
UBS Wealth Management June 2013 - Present
United Customs Service Inc. January 2012 - August 2012
Crystal Window & Door Systems June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Matlab, Data Analysis, Research
Education
State University of New York at Stony Brook 2009 — 2011
Bachelor of Science (BS), Applied Mathematics & Statistics
City University of New York-Queens College 2008 — 2009
Affiliated Senior High School of National Taiwan Normal University 2003 — 2005
Edward DiRugeris's UBS Wealth Management Experience June 2010 - August 2011
Job Client Rebalancing Associate at Pitcairn
Industry Financial Services
Experience
Pitcairn December 2014 - Present
SEI June 2013 - December 2014
stephano slack June 2012 - August 2012
UBS Wealth Management June 2010 - August 2011
Skills
Research
Education
Philadelphia University 2009 — 2013
Bachelor of Science (B.S.), Finance
Pennsbury High School
Pitcairn December 2014 - Present
SEI June 2013 - December 2014
stephano slack June 2012 - August 2012
UBS Wealth Management June 2010 - August 2011
Skills
Research
Education
Philadelphia University 2009 — 2013
Bachelor of Science (B.S.), Finance
Pennsbury High School
Benjamin Norrie's UBS Wealth Management Experience March 2011 - December 2012
Job Vice President, Managed Solutions Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
UBS Wealth Management March 2011 - December 2012
UBS Wealth Management March 2007 - February 2011
Mercedes Benz USA July 2005 - February 2007
Skills
Portfolio Management, Strategy, Financial Analysis, Financial Modeling, Investments, Asset Managment, Equities, Valuation, Fixed Income, Corporate Finance, Capital Markets, Wealth Management, Risk Management, Securities, Alternative Investments, Analytics, Financial Services, Asset Management
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor of Science, Management, Finance
Certified Investment Management Analyst (CIMA®) Candidate: Sep 2015
Series 66
Series 7
Merrill Lynch December 2012 - Present
UBS Wealth Management March 2011 - December 2012
UBS Wealth Management March 2007 - February 2011
Mercedes Benz USA July 2005 - February 2007
Skills
Portfolio Management, Strategy, Financial Analysis, Financial Modeling, Investments, Asset Managment, Equities, Valuation, Fixed Income, Corporate Finance, Capital Markets, Wealth Management, Risk Management, Securities, Alternative Investments, Analytics, Financial Services, Asset Management
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor of Science, Management, Finance
Certified Investment Management Analyst (CIMA®) Candidate: Sep 2015
Series 66
Series 7
Samara Khulki's UBS Wealth Management Experience February 2007 - October 2007
Job VP Director of Financial Crimes Compliance at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank November 2009 - Present
Citigroup Global Markets, Inc. - Citigroup Private Bank October 2007 - October 2009
UBS Wealth Management February 2007 - October 2007
Citibank, N.A. – Citigroup Private Bank (CPB) - Americas AML Risk & Control Unit June 2006 - June 2007
Citibank, N.A. – Citigroup Private Bank (CPB) August 2005 - June 2006
Citibank, N.A. – Citigroup Private Bank (CPB) December 2003 - January 2005
Citibank, N.A. – Citigroup Private Banking (CPB) - Latin American Division (LATAM) / AMERICAS July 2000 - December 2003
Skills
Anti Money Laundering, Banking, Financial Risk, Financial Services, KYC, Private Banking
Education
AML Compliance Related Education
CAMS Certification, Anti-Money Laundering, Bank Secrecy Act, OFAC
Compliance
Compliance Related Training
Point Loma Nazarene University
Bachelor’s Degree, English Language and Literature/Letters
Teachers College of Columbia University
Master’s Degree, Applied Linguistics
HSBC Private Bank November 2009 - Present
Citigroup Global Markets, Inc. - Citigroup Private Bank October 2007 - October 2009
UBS Wealth Management February 2007 - October 2007
Citibank, N.A. – Citigroup Private Bank (CPB) - Americas AML Risk & Control Unit June 2006 - June 2007
Citibank, N.A. – Citigroup Private Bank (CPB) August 2005 - June 2006
Citibank, N.A. – Citigroup Private Bank (CPB) December 2003 - January 2005
Citibank, N.A. – Citigroup Private Banking (CPB) - Latin American Division (LATAM) / AMERICAS July 2000 - December 2003
Skills
Anti Money Laundering, Banking, Financial Risk, Financial Services, KYC, Private Banking
Education
AML Compliance Related Education
CAMS Certification, Anti-Money Laundering, Bank Secrecy Act, OFAC
Compliance
Compliance Related Training
Point Loma Nazarene University
Bachelor’s Degree, English Language and Literature/Letters
Teachers College of Columbia University
Master’s Degree, Applied Linguistics
Burton Anderson's UBS Wealth Management Experience October 2013 - February 2014
Job IT Support Engineer at CDW
Industry Information Technology and Services
Experience
CDW August 2014 - Present
American View Productions September 2013 - Present
Unilever May 2014 - August 2014
Aon Hewitt March 2014 - May 2014
UBS Wealth Management October 2013 - February 2014
Porter and Chester Institute January 2012 - January 2013
American View Productions February 2009 - September 2010
Zumiez June 2007 - August 2010
Parfums Christian Dior April 2000 - November 2009
Skills
Email Marketing, Social Media Marketing, SEO, Net+, Desktop Computers, A+, Network Architecture, Wireless Networking, PC Repair, PC Software, Servers, Windows 7, Direct Marketing, Web Architecture, HTML + CSS, Sales Management, Makeup Artistry, Desktop Application..., Software Installation, HTML, Network Administration, Hardware, Technical Support, Networking, WordPress, Laptops, Databases, Software, Computer Repair, CompTIA, Sales, CompTIA A+, Customer Service
Education
Porter and Chester Institute of Stratford 2012 — 2013
Net+ Certification, Computer and Network Technology
Porter and Chester Institute
CDW August 2014 - Present
American View Productions September 2013 - Present
Unilever May 2014 - August 2014
Aon Hewitt March 2014 - May 2014
UBS Wealth Management October 2013 - February 2014
Porter and Chester Institute January 2012 - January 2013
American View Productions February 2009 - September 2010
Zumiez June 2007 - August 2010
Parfums Christian Dior April 2000 - November 2009
Skills
Email Marketing, Social Media Marketing, SEO, Net+, Desktop Computers, A+, Network Architecture, Wireless Networking, PC Repair, PC Software, Servers, Windows 7, Direct Marketing, Web Architecture, HTML + CSS, Sales Management, Makeup Artistry, Desktop Application..., Software Installation, HTML, Network Administration, Hardware, Technical Support, Networking, WordPress, Laptops, Databases, Software, Computer Repair, CompTIA, Sales, CompTIA A+, Customer Service
Education
Porter and Chester Institute of Stratford 2012 — 2013
Net+ Certification, Computer and Network Technology
Porter and Chester Institute
John Lederer's UBS Wealth Management Experience December 2011 - December 2013
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2014 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
UBS Wealth Management December 2011 - December 2013
Education
Providence College
Bachelor of Science, Business Administration
Don Bosco Preparatory High School
College Preparatory
Oppenheimer & Co. Inc. December 2014 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
UBS Wealth Management December 2011 - December 2013
Education
Providence College
Bachelor of Science, Business Administration
Don Bosco Preparatory High School
College Preparatory
Enrique Figuereo's UBS Wealth Management Experience 2012 - Present
Job Associate Director UBS ( Wealth Management)
Industry Information Technology and Services
Experience
UBS Wealth Management 2012 - Present
UBS Wealth Management 2011 - 2012
UBS Wealth Management 2007 - 2011
Skills
Project Management, Mergers, Systems Conversion, Critical Root Analysis, Sarbanes-Oxley, Budget Reconciliation, Procedural Analysis, Staff Development, Vendor Relationships
Education
Queensborough Community College
Business Administration and Management, General
UBS Wealth Management 2012 - Present
UBS Wealth Management 2011 - 2012
UBS Wealth Management 2007 - 2011
Skills
Project Management, Mergers, Systems Conversion, Critical Root Analysis, Sarbanes-Oxley, Budget Reconciliation, Procedural Analysis, Staff Development, Vendor Relationships
Education
Queensborough Community College
Business Administration and Management, General
Dan Freund's UBS Wealth Management Experience June 2012 - August 2012
Job Trader at Magnetar Capital
Industry Financial Services
Experience
Magnetar Capital September 2015 - Present
Citigroup August 2015 - September 2015
Citigroup June 2014 - August 2015
DRW Trading Group June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
TigerCall February 2011 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Analytical Skills, Teamwork, Leadership, Spanish, Latin, Marketing, Fundraising, Social Media, Nonprofits, Strategic Planning, Public Speaking, Analysis
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Politics (Political Theory)
Saint Thomas Academy 2006 — 2010
High School Diploma
Magnetar Capital September 2015 - Present
Citigroup August 2015 - September 2015
Citigroup June 2014 - August 2015
DRW Trading Group June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
TigerCall February 2011 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Analytical Skills, Teamwork, Leadership, Spanish, Latin, Marketing, Fundraising, Social Media, Nonprofits, Strategic Planning, Public Speaking, Analysis
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Politics (Political Theory)
Saint Thomas Academy 2006 — 2010
High School Diploma
Daniel Saleman's UBS Wealth Management Experience June 2010 - August 2010
Job Fund Accountant at Conifer Financial Services
Industry Investment Banking
Experience
Conifer Financial Services August 2013 - Present
Brown Brothers Harriman March 2012 - June 2013
Law Office of Deborah Ball October 2011 - February 2012
UBS Wealth Management June 2010 - August 2010
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Financial Analysis, Investments, Investment Banking, Microsoft Office, Equity Research, Microsoft Word, Social Media, Research, Corporate Finance, Securities, Mergers & Acquisitions
Education
City University of New York-Queens College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.747
Touro College 2007 — 2008
Conifer Financial Services August 2013 - Present
Brown Brothers Harriman March 2012 - June 2013
Law Office of Deborah Ball October 2011 - February 2012
UBS Wealth Management June 2010 - August 2010
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Financial Analysis, Investments, Investment Banking, Microsoft Office, Equity Research, Microsoft Word, Social Media, Research, Corporate Finance, Securities, Mergers & Acquisitions
Education
City University of New York-Queens College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.747
Touro College 2007 — 2008
Gary Stannish's UBS Wealth Management Experience February 2009 - Present
Job Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Education
Queensborough Community College 1970 — 1975
UBS Wealth Management February 2009 - Present
Education
Queensborough Community College 1970 — 1975
Donato Daddario's UBS Wealth Management Experience February 1986 - January 2010
Job Management Consultant/Coach
Industry Financial Services
Experience
Global Financial Services Clearance and Settlement Provider September 2013 - December 2013
Major Health Care Providor - NYC Area February 2013 - May 2013
Credit Suisse IT Private Bank Americas March 2012 - August 2012
Head of Recruiting Operations February 2008 - January 2010
UBS Wealth Management February 1986 - January 2010
UBS Financial Services Inc February 1986 - January 2010
UBS Wealth Management USA February 1986 - January 2010
Core Operations Processing Technologies January 2003 - February 2008
Corporate Stock Benefit Services Technology January 1999 - January 2003
Private Client Group Systems Financial Services and Reporting Systems January 1997 - January 1999
Skills
Strategy, Leadership, Project Management, Recruiting, Talent Management, Project Planning, Business Strategy, Onboarding, Interviews, Portfolio Management, Business Analysis, Vendor Management, SDLC, Wealth Management, Testing, Business Process, Management, Asset Allocation, Securities, Alternative Investments, Fixed Income, Equities, Analysis, Change Management, Strategic Financial..., Series 7, Strategic Planning, Banking, Financial Services, Risk Management, Mutual Funds, Market Data, Trading Systems, Investment Banking
Education
Grumman Data Systems Institute 1982 — 1983
Master of Science degree, Secondary Education
Saint John's University 1974 — 1976
Master of Science, Secondary Eductaion
Saint John's University
Bachelor of Arts degree, English Literature
Queens College 1970 — 1972
Bachelor of Arts, English
Queens College
Wharton Business School. Philadelphia
Securities Industry Institute Executive Development Program. Year 1, 2, 3
Global Financial Services Clearance and Settlement Provider September 2013 - December 2013
Major Health Care Providor - NYC Area February 2013 - May 2013
Credit Suisse IT Private Bank Americas March 2012 - August 2012
Head of Recruiting Operations February 2008 - January 2010
UBS Wealth Management February 1986 - January 2010
UBS Financial Services Inc February 1986 - January 2010
UBS Wealth Management USA February 1986 - January 2010
Core Operations Processing Technologies January 2003 - February 2008
Corporate Stock Benefit Services Technology January 1999 - January 2003
Private Client Group Systems Financial Services and Reporting Systems January 1997 - January 1999
Skills
Strategy, Leadership, Project Management, Recruiting, Talent Management, Project Planning, Business Strategy, Onboarding, Interviews, Portfolio Management, Business Analysis, Vendor Management, SDLC, Wealth Management, Testing, Business Process, Management, Asset Allocation, Securities, Alternative Investments, Fixed Income, Equities, Analysis, Change Management, Strategic Financial..., Series 7, Strategic Planning, Banking, Financial Services, Risk Management, Mutual Funds, Market Data, Trading Systems, Investment Banking
Education
Grumman Data Systems Institute 1982 — 1983
Master of Science degree, Secondary Education
Saint John's University 1974 — 1976
Master of Science, Secondary Eductaion
Saint John's University
Bachelor of Arts degree, English Literature
Queens College 1970 — 1972
Bachelor of Arts, English
Queens College
Wharton Business School. Philadelphia
Securities Industry Institute Executive Development Program. Year 1, 2, 3
Eliot De Leon's UBS Wealth Management Experience February 2007 - September 2012
Job End User Support at Church Pension Group
Industry Information Technology and Services
Experience
Church Pension Group September 2013 - Present
InfoHedge Technologies LLC October 2012 - September 2013
UBS Wealth Management February 2007 - September 2012
TIAA-CREF, via Matlin Silver Consulting Group January 2007 - February 2007
UBS Investment Bank January 2006 - December 2006
International Council of Shopping Centers, via the Princeton Consulting Group October 2005 - November 2005
Advisen Ltd. March 2003 - August 2005
Tradition Financial Services February 2002 - September 2002
Network Administrator / Trade Floor Support, Tradition Financial Services Blackwood, - London UK June 2001 - January 2002
Blackwood Trading LLC January 2001 - June 2001
Skills
Trading, Hedge Funds
Education
The CHUBB Institute of Technology, New York, NY 2000 — 2001
Certificate, Network Engineering and Data Communications, Certificate, Network Engineering and Data Communications
United States Marine Corps Officers Candidate School, Quantico VA 2000 — 2000
Queens College 1993 — 1998
B.A., Anthropology
Church Pension Group September 2013 - Present
InfoHedge Technologies LLC October 2012 - September 2013
UBS Wealth Management February 2007 - September 2012
TIAA-CREF, via Matlin Silver Consulting Group January 2007 - February 2007
UBS Investment Bank January 2006 - December 2006
International Council of Shopping Centers, via the Princeton Consulting Group October 2005 - November 2005
Advisen Ltd. March 2003 - August 2005
Tradition Financial Services February 2002 - September 2002
Network Administrator / Trade Floor Support, Tradition Financial Services Blackwood, - London UK June 2001 - January 2002
Blackwood Trading LLC January 2001 - June 2001
Skills
Trading, Hedge Funds
Education
The CHUBB Institute of Technology, New York, NY 2000 — 2001
Certificate, Network Engineering and Data Communications, Certificate, Network Engineering and Data Communications
United States Marine Corps Officers Candidate School, Quantico VA 2000 — 2000
Queens College 1993 — 1998
B.A., Anthropology
Kristopher Townsend's UBS Wealth Management Experience August 2010 - February 2011
Job Orion MultiPurpose Crew Vehicle Program Analyst at NASA National Aeronautics and Space Administration
Industry Defense & Space
Experience
NASA - National Aeronautics and Space Administration January 2015 - Present
NASA - National Aeronautics and Space Administration May 2014 - August 2014
NASA - National Aeronautics and Space Administration August 2013 - December 2013
Guglielmi Family August 2011 - May 2012
UBS Wealth Management August 2010 - February 2011
Horton Emergency Vehicles May 2009 - July 2009
Westminster Neighborhood Ministries June 2007 - August 2008
Skills
Collaborative Problem..., Financial Analysis, Cross-functional Team..., Microsoft Excel, Microsoft Access, Visual Basic, Python, Matlab, Business Acumen, Analysis, Statistical Data..., Communication Skills, Technical Writing, Technical Presentations, Public Speaking, Communication, Forecasting, Microsoft Word, PowerPoint
Education
Saint John's University 2012 — 2014
Master of Business Administration (M.B.A.), International Finance, 3.8 GPA
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Chemical Engineering
CFA Institute
2016 CFA Level I Candidate
NASA - National Aeronautics and Space Administration January 2015 - Present
NASA - National Aeronautics and Space Administration May 2014 - August 2014
NASA - National Aeronautics and Space Administration August 2013 - December 2013
Guglielmi Family August 2011 - May 2012
UBS Wealth Management August 2010 - February 2011
Horton Emergency Vehicles May 2009 - July 2009
Westminster Neighborhood Ministries June 2007 - August 2008
Skills
Collaborative Problem..., Financial Analysis, Cross-functional Team..., Microsoft Excel, Microsoft Access, Visual Basic, Python, Matlab, Business Acumen, Analysis, Statistical Data..., Communication Skills, Technical Writing, Technical Presentations, Public Speaking, Communication, Forecasting, Microsoft Word, PowerPoint
Education
Saint John's University 2012 — 2014
Master of Business Administration (M.B.A.), International Finance, 3.8 GPA
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Chemical Engineering
CFA Institute
2016 CFA Level I Candidate
Ravichandran Chinnamanaidu's UBS Wealth Management Experience August 2009 - February 2010
Job Analytical Systems Architect at AT&T
Industry Information Technology and Services
Experience
AT&T August 2013 - Present
City of New York March 2013 - June 2013
UBS Investment Bank May 2012 - December 2012
Brown Brothers Harriman August 2011 - April 2012
Goldman Sachs February 2011 - July 2011
Citigroup June 2010 - November 2010
UBS Wealth Management August 2009 - February 2010
UBS Wealth Management March 2007 - May 2009
Citco Fund Services October 2006 - January 2007
AT&T March 2002 - October 2006
Skills
SDLC, Enterprise Architecture
Education
PSG College of Technology 1992 — 1994
MS, Mechanical Engineering
Thiagarajar College of Engineering 1988 — 1992
BS, Mechanical Engineering
AT&T August 2013 - Present
City of New York March 2013 - June 2013
UBS Investment Bank May 2012 - December 2012
Brown Brothers Harriman August 2011 - April 2012
Goldman Sachs February 2011 - July 2011
Citigroup June 2010 - November 2010
UBS Wealth Management August 2009 - February 2010
UBS Wealth Management March 2007 - May 2009
Citco Fund Services October 2006 - January 2007
AT&T March 2002 - October 2006
Skills
SDLC, Enterprise Architecture
Education
PSG College of Technology 1992 — 1994
MS, Mechanical Engineering
Thiagarajar College of Engineering 1988 — 1992
BS, Mechanical Engineering
Aleksandra Kulmaticki's UBS Wealth Management Experience September 2000 - March 2008
Job Board Member at Reading Writing Its Exciting
Industry Investment Management
Experience
Free Arts for Abused Children September 2012 - Present
J.P. Morgan January 2011 - Present
NAWBO LA Chapter January 2011 - Present
J.P. Morgan July 2010 - December 2010
Deutsche Bank Securities March 2008 - July 2010
UBS Wealth Management September 2000 - March 2008
Skills
Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Series 7, Mergers, Fixed Income, Equities, Hedge Funds, Investment Banking, Series 63, Securities, Structured Products, Capital Markets, Asset Managment, Investments, Alternative Investments, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MA, Psychology
UCLA 1994 — 1997
BA, Psychology
Free Arts for Abused Children September 2012 - Present
J.P. Morgan January 2011 - Present
NAWBO LA Chapter January 2011 - Present
J.P. Morgan July 2010 - December 2010
Deutsche Bank Securities March 2008 - July 2010
UBS Wealth Management September 2000 - March 2008
Skills
Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Series 7, Mergers, Fixed Income, Equities, Hedge Funds, Investment Banking, Series 63, Securities, Structured Products, Capital Markets, Asset Managment, Investments, Alternative Investments, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MA, Psychology
UCLA 1994 — 1997
BA, Psychology
Oren Bibergal's UBS Wealth Management Experience February 1995 - February 2012
Job Compensation Manager Chase Wealth Management
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2012 - Present
UBS Wealth Management February 1995 - February 2012
Skills
Negotiation, Microsoft Excel, Customer Service, Deferred Compensation, Performance Management, Strategic Planning, Microsoft Word, Microsoft Office, PowerPoint, Talent Management, Employee Relations, Recruiting, Process Improvement, Change Management
Education
Quinnipiac University 1990 — 1994
Bachelor of Arts (B.A.), International Business
JPMorgan Chase & Co. April 2012 - Present
UBS Wealth Management February 1995 - February 2012
Skills
Negotiation, Microsoft Excel, Customer Service, Deferred Compensation, Performance Management, Strategic Planning, Microsoft Word, Microsoft Office, PowerPoint, Talent Management, Employee Relations, Recruiting, Process Improvement, Change Management
Education
Quinnipiac University 1990 — 1994
Bachelor of Arts (B.A.), International Business
Nick Rule's UBS Wealth Management Experience January 2010 - August 2012
Job Senior Business Analyst/Information Architect at HBC Digital
Industry Computer Software
Experience
HBC Digital September 2014 - Present
Razorfish July 2013 - August 2014
Huge March 2013 - July 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - March 2013
UBS Wealth Management January 2010 - August 2012
UBS Wealth Management April 2007 - January 2010
UBS Wealth Management October 2004 - April 2007
Ruledesign 2001 - 2003
Juno Online Services 1997 - 2000
Skills
Business Analysis, Product Design, Agile Project Management, Project Management, Software Development, User Interface Design, Web Design, SDLC, Requirements Analysis, Functional Requirements, Rapid Prototyping, Business Intelligence, Software Documentation, Requirements Gathering, Financial Services, Securities, Quality Assurance, Agile Methodologies, Business Requirements, Enterprise Architecture, Business Process..., User Acceptance Testing, SharePoint, Business Process Design, Wealth Management, Visio, Vendor Management, Risk Management, Project Portfolio..., Equities, Fixed Income, Product Management, Change Management, Integration, Solution Architecture, Analysis, Asset Managment, PMO, SQL, Software Project..., Process Improvement, MS Project, Oracle, SOA, DB2, Business Process..., Information Architecture, Business Process, Back Office, CRM
Education
Queens College
MFA
Central St. Martins
BFA
HBC Digital September 2014 - Present
Razorfish July 2013 - August 2014
Huge March 2013 - July 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - March 2013
UBS Wealth Management January 2010 - August 2012
UBS Wealth Management April 2007 - January 2010
UBS Wealth Management October 2004 - April 2007
Ruledesign 2001 - 2003
Juno Online Services 1997 - 2000
Skills
Business Analysis, Product Design, Agile Project Management, Project Management, Software Development, User Interface Design, Web Design, SDLC, Requirements Analysis, Functional Requirements, Rapid Prototyping, Business Intelligence, Software Documentation, Requirements Gathering, Financial Services, Securities, Quality Assurance, Agile Methodologies, Business Requirements, Enterprise Architecture, Business Process..., User Acceptance Testing, SharePoint, Business Process Design, Wealth Management, Visio, Vendor Management, Risk Management, Project Portfolio..., Equities, Fixed Income, Product Management, Change Management, Integration, Solution Architecture, Analysis, Asset Managment, PMO, SQL, Software Project..., Process Improvement, MS Project, Oracle, SOA, DB2, Business Process..., Information Architecture, Business Process, Back Office, CRM
Education
Queens College
MFA
Central St. Martins
BFA
Shauna Zhang's UBS Wealth Management Experience May 2013 - August 2013
Job Student at Queen's University
Industry Financial Services
Experience
Nomura International (Hong Kong) Limited July 2014 - Present
UBS Wealth Management May 2013 - August 2013
UBS July 2012 - July 2012
"The Voice" Gavel Club (Toastmasters Affiliate) October 2010 - May 2012
Skills
Teamwork, Time Management, Microsoft Excel, Customer Service, Research, Public Speaking, English, Event Planning, Accounting, Microsoft Office, Analysis
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
Unionville High School 2008 — 2012
Nomura International (Hong Kong) Limited July 2014 - Present
UBS Wealth Management May 2013 - August 2013
UBS July 2012 - July 2012
"The Voice" Gavel Club (Toastmasters Affiliate) October 2010 - May 2012
Skills
Teamwork, Time Management, Microsoft Excel, Customer Service, Research, Public Speaking, English, Event Planning, Accounting, Microsoft Office, Analysis
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
Unionville High School 2008 — 2012
Joshua P. Dowd's UBS Wealth Management Experience August 2013 - Present
Job Financial Advisor & Corporate Stock Benefit Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
Rice University June 2012 - July 2013
Residence Life August 2012 - May 2013
Skills
Financial Services, Strategic Financial..., Financial Analysis, Financial Risk, Market Risk, Public Speaking, Sales Management, Teaching, Research, Higher Education, Microsoft Office, Student Development, Event Planning, PowerPoint, Social Media, Community Outreach, Event Management, Microsoft Excel, Student Affairs
Education
Rice University 2014 — 2015
Queens University of Charlotte 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
UBS Wealth Management August 2013 - Present
Rice University June 2012 - July 2013
Residence Life August 2012 - May 2013
Skills
Financial Services, Strategic Financial..., Financial Analysis, Financial Risk, Market Risk, Public Speaking, Sales Management, Teaching, Research, Higher Education, Microsoft Office, Student Development, Event Planning, PowerPoint, Social Media, Community Outreach, Event Management, Microsoft Excel, Student Affairs
Education
Rice University 2014 — 2015
Queens University of Charlotte 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Dionisopoulos's UBS Wealth Management Experience August 2015 - Present
Job IMR Research Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
UBS Financial Services May 2013 - August 2015
RI General Assembly January 2008 - May 2009
Education
Providence College 2009 — 2013
Bachelor of Arts (BA), Economics, Magna cum Laude
UBS Wealth Management August 2015 - Present
UBS Financial Services May 2013 - August 2015
RI General Assembly January 2008 - May 2009
Education
Providence College 2009 — 2013
Bachelor of Arts (BA), Economics, Magna cum Laude
Ray Alfonso's UBS Wealth Management Experience 2005 - 2011
Job Senior Director Quality Management
Industry Information Technology and Services
Experience
Affinity Solutions 2015 - Present
Barclays 2012 - 2014
Citi 2011 - 2012
UBS Wealth Management 2005 - 2011
Skills
Quality Assurance, User Acceptance Testing, Quality Center, Quality Management, Load Testing, Test Automation, QTP, Regression Testing, Test Management, HP ALM, SEI CMM, quicktest, HP UFT, Financial Services, Investment Banking, Manual Testing, HP Quality Center, HP QTP, Agile Methodologies, Business Analysis, Vendor Management, SDLC, Testing, IT Strategy, Requirements Analysis
Education
Queens College
Affinity Solutions 2015 - Present
Barclays 2012 - 2014
Citi 2011 - 2012
UBS Wealth Management 2005 - 2011
Skills
Quality Assurance, User Acceptance Testing, Quality Center, Quality Management, Load Testing, Test Automation, QTP, Regression Testing, Test Management, HP ALM, SEI CMM, quicktest, HP UFT, Financial Services, Investment Banking, Manual Testing, HP Quality Center, HP QTP, Agile Methodologies, Business Analysis, Vendor Management, SDLC, Testing, IT Strategy, Requirements Analysis
Education
Queens College
Giovanna Piccininni's UBS Wealth Management Experience 2009 - Present
Job Project Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management 2009 - Present
UBS Wealth Management 2004 - 2009
UBS Global Asset Management 1999 - 2004
Hackensack University Medical Center 1991 - 1999
Skills
Data Analysis, Project Execution, Requirements Analysis, Wealth Management, Process Improvement, Microsoft Excel, Business Process, Change Management, Risk Management, Finance, Project Management, SDLC, Leadership, Mutual Funds, Equities, Financial Services
Education
Ramapo College of New Jersey 1989 — 1992
Bachelor's degree, Business Administration and Management, General
UBS Wealth Management 2009 - Present
UBS Wealth Management 2004 - 2009
UBS Global Asset Management 1999 - 2004
Hackensack University Medical Center 1991 - 1999
Skills
Data Analysis, Project Execution, Requirements Analysis, Wealth Management, Process Improvement, Microsoft Excel, Business Process, Change Management, Risk Management, Finance, Project Management, SDLC, Leadership, Mutual Funds, Equities, Financial Services
Education
Ramapo College of New Jersey 1989 — 1992
Bachelor's degree, Business Administration and Management, General