UBS Wealth Management

UBS Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

UBS Wealth Management Salaries. You can even request information on how much does UBS Wealth Management pay if you want to. Learn about salaries, pros and cons of working for UBS Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

5,822 UBS Wealth Management employees in database. Find out everything there's to know about UBS Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

UBS Wealth Management Employees

Employee
Years
Job
Industry
Joseph D'Amico, CIMA®, AIF® Joseph D'Amico, CIMA®, AIF® Greater New York City Area Details
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

Michael L. Piggott Michael L. Piggott Greater New York City Area Details
Michael L. Piggott's UBS Wealth Management Experience April 2012 - October 2012
Job CEO of Gamechaser
Industry Information Services
Experience
Gamechaser   February 2014 - Present
Pentius  May 2015 - August 2015
ListenLoop   August 2014 - February 2015
FDM Group  November 2011 - February 2014
HSBC  February 2013 - January 2014
UBS Wealth Management   April 2012 - October 2012
New York University  September 2011 - October 2011
Rochester Institute of Technology  November 2010 - May 2011
Rochester Institute of Technology  May 2010 - November 2010
Rochester Institute of Technology  June 2009 - August 2010

Skills
SQL, Microsoft Office, CSS, Databases, Microsoft Excel, Java, Oracle, Unix, PowerPoint, Windows, Troubleshooting, Access, Visio, Microsoft Word, HTML, Photoshop, Customer Service, Linux, Business Analysis, Adobe Creative Suite, ActionScript, Flash, Outlook, Dreamweaver, Active Directory, Social Media Marketing, Software Installation, Data Modeling, Creative Writing, OS X, SQL*Plus, Hardware Installation, Mac OS X, IBM iSeries, AS400, HTML + CSS, Word, Excel, HubSpot, Project Management, JIRA

Education
Rochester Institute of Technology   2006 — 2011
Information Technology, IT

Daniella Gekhtman Daniella Gekhtman Warren, New Jersey Details
Daniella Gekhtman's UBS Wealth Management Experience January 2011 - May 2011
Job Rates Sales Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  October 2013 - Present
Jefferies & Company  June 2013 - Present
Goldman Sachs  June 2012 - August 2012
UBS Wealth Management   January 2011 - May 2011

Skills
Microsoft Excel, Microsoft Office, Calculus, Multivariable Calculus, Economics, Finance, Russian, Hebrew, Financial Modeling

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2008 — 2013
BA, Finance, Economics, Mathematics

Watchung Hills

Rebecca Castar Rebecca Castar Greater New York City Area Details
Rebecca Castar's UBS Wealth Management Experience June 2012 - August 2012
Job Recruitment Coordinator at BlackRock
Industry Financial Services
Experience
BlackRock  May 2014 - Present
Hillel Jewish University Center of Pittsburgh  August 2012 - April 2014
Depository Trust & Clearing Corporation  June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Hillel Jewish University Center of Pittsburgh  September 2011 - April 2012
Don Buchwald & Associates  January 2010 - June 2010

Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Fundraising, Phone Etiquette, Relationship Management, Product Management, PowerPoint, Bloomberg Terminal, Research, MyEmma

Education
University of Pittsburgh   2010 — 2014
Bachelor of Arts (B.A.), Urban Studies/Economics

Richmond, The American International University in London   2013 — 2013
Florence Study Center, Semester Abroad, Spring 2013

Paul D. Schreiber High School   2006 — 2010

Samantha Hopkins, CFP(r), CRPS(r) Samantha Hopkins, CFP(r), CRPS(r) Tampa/St. Petersburg, Florida Area Details
Samantha Hopkins, CFP(r), CRPS(r)'s UBS Wealth Management Experience June 2015 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
UBS Financial Services  September 2008 - Present
Salomon Smith Barney  April 2001 - September 2008
Energizer  January 1999 - April 2001
Ralston Purina  December 1997 - January 1999
GTE  July 1996 - December 1997
Checkers Simon & Rosner CPAs LLP   January 1994 - July 1996

Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Certified Financial..., Retirement, 401k, Investment Advisory, Securities, Financial Planning, Portfolio Management, Alternative Investments, Investment Strategies, IRAs, Strategic Financial..., Financial Advisory, Asset Management, Series 65, Estate Planning, Investment Management, Asset Managment, Strategic Planning

Education
University of Pennsylvania - The Wharton School   2011 — 2011
IMCA Certified Investment Management Analyst Program

Rollins College - Crummer Graduate School of Business   1994 — 1996
M.B.A., Accounting

University of South Florida - College of Business Administration   1988 — 1992
B.S., Accounting & Finance

Marcos Cigagna, MBA Marcos Cigagna, MBA Orlando, Florida Details
Marcos Cigagna, MBA's UBS Wealth Management Experience December 1998 - February 2003
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2008 - Present
Bank of America Investment Services Inc   February 2003 - August 2008
UBS Wealth Management   December 1998 - February 2003

Skills
Series 7, Series 63

Education
Rollins College - Crummer Graduate School of Business   1999 — 2002
Master of Business Administration (MBA), Business Administration and Management, General

Rollins College - Crummer Graduate School of Business   1998 — 1999
Executive Management Post Baccalaureate, Business Administration and Management, General

Universidade Mackenzie   1987 — 1991
Doctor of Law (J.D.), Law

Shea Scarpa Shea Scarpa Philadelphia, Pennsylvania Details
Shea Scarpa's UBS Wealth Management Experience May 2009 - August 2009
Job Manager, Enterprise Risk & Product Management at The Risk Management Association
Industry Financial Services
Experience
The Risk Management Association  October 2014 - Present
Risk Management Association  August 2012 - Present
Risk Management Association  November 2010 - October 2014
Bonefish Grill  August 2008 - December 2010
The Risk Management Association  May 2010 - November 2010
UBS Wealth Management   May 2009 - August 2009

Skills
Risk Management, Enterprise Risk..., Financial Risk, Credit Risk, Banking, Marketing, Market Risk, Analysis, Finance, Credit, Operational Risk, Financial Services, Portfolio Management, Financial Analysis, Credit Analysis, Management

Education
Rutgers, The State University of New Jersey-Camden   2007 — 2009
BS, Finance

Monica Venn Monica Venn Greater New York City Area Details
Monica Venn's UBS Wealth Management Experience January 2015 - Present
Job Retirement Plan Consulting Services Program Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management   January 2015 - Present
UBS Wealth Management   June 2012 - January 2015
Bank of America Merrill Lynch  July 2010 - May 2012
Bank of America Merrill Lynch  April 2006 - July 2010
UBS  September 2000 - April 2006

Skills
Financial Services, Strategic Planning, Series 7, Strategy, Leadership, Management, Finance, Mutual Funds, Project Management, Wealth Management, Business Analysis, Risk Management, Investments, Relationship Management, Business Development, Product Management

Education
Rutgers University-New Brunswick
Business

Anthony Stanek Anthony Stanek Greater New York City Area Details
Anthony Stanek's UBS Wealth Management Experience March 2014 - Present
Job Associate Director at UBS Wealth Management
Industry Insurance
Experience
UBS Wealth Management   March 2014 - Present
Merrill Lynch  December 2010 - March 2014
MetLife  June 2009 - December 2010
Baypark Financial Group/ Metlife   October 2007 - June 2009

Skills
Insurance, Underwriting, Life Insurance, Fixed Annuities, Brokers, Health Insurance, Disability Insurance, Property & Casualty..., Employee Benefits, General Insurance, Term Life Insurance, Risk Management, Sales, Trust Services, Insurance Brokerage, Brokerage

Education
Rutgers University-New Brunswick   2002 — 2006
Bachelor's degree, Economics

Melissa Persaud Melissa Persaud Greater New York City Area Details
Melissa Persaud's UBS Wealth Management Experience February 2015 - Present
Job Fraud Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   February 2015 - Present
UBS Wealth Management   October 2013 - Present
Morgan Stanley Wealth Management  January 2011 - October 2013
The Vitamin Shoppe  September 2010 - December 2010
City of Jersey City  June 2007 - August 2009

Skills
PowerPoint, Access, Microsoft Excel, Data Analysis, Financial Analysis, Banking, Financial Modeling, Risk Management, Wire Fraud, Entitlements, Employee Training, Records Management, Business Continuity..., Vendor Management, Accounts Payable, Bloomberg, Finance

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2010
Bachelor's degree, Finance, General

Patrick Leung Patrick Leung Greater Chicago Area Details
Patrick Leung's UBS Wealth Management Experience June 2007 - August 2007
Job Director Strategy | Toys and Sporting Goods at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation  August 2015 - Present
Sears Holdings Corporation  August 2014 - Present
CVS Caremark Corporation  June 2013 - August 2013
STYLE-LAB EXPERIMENT INC.   August 2012 - June 2013
Cowen and Company  June 2012 - August 2012
Piper Jaffray  March 2012 - May 2012
State Street  April 2010 - June 2011
State Street  May 2008 - April 2010
UBS Wealth Management   June 2007 - August 2007
Traffic Planning & Design, Inc.   January 2006 - August 2006

Skills
Valuation, Financial Modeling, Portfolio Management, Derivatives, Equities, Finance, Analysis, Data Analysis, Business Strategy

Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Entrepreneurship & Strategy, GMAT: 710 (92 percentile)

Rensselaer Polytechnic Institute   2003 — 2007
Bachelor of Science (B.S.), Dual Major in Civil Engineering and Economics, GPA: 3.8/4.0, Magna Cum Laude, Tau Beta Pi

Daniel Lerow Daniel Lerow Orlando, Florida Details
Daniel Lerow's UBS Wealth Management Experience May 2012 - July 2012
Job Senior Financial Analyst at Verizon
Industry Telecommunications
Experience
Verizon  September 2015 - Present
Verizon  September 2013 - September 2015
University of Central Florida Athletics Association  June 2012 - July 2013
UBS Wealth Management   May 2012 - July 2012

Education
Rollins College - Crummer Graduate School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

University of Central Florida   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Polina Giralt Polina Giralt Greater New York City Area Details
Polina Giralt's UBS Wealth Management Experience July 2006 - April 2009
Job Data Engineer at BuzzFeed
Industry Information Technology and Services
Experience
BuzzFeed  March 2014 - Present
JPMorgan Chase  January 2013 - January 2014
JPMorgan Chase  August 2010 - January 2013
UBS  April 2009 - August 2010
UBS Wealth Management   July 2006 - April 2009
Innovative Power Solutions, LLC   May 2003 - July 2006
Rutgers University  January 2003 - May 2005

Skills
SDLC, Software Development, Project Portfolio..., Project Management, Risk Management, Analysis, Business Analysis, Business Requirements, Python, Management, Testing, Business Process..., Information Technology, Leadership, Resource Management, Data Modeling, Data Management, Machine Learning, Agile Methodologies, Business Process..., Reference Data, Information..., Data Migration, Metadata, GUI, Strategic Thinking, Informatics, Information Architecture, Test Driven Development, Data Science, Agile Methodolgy, Data Quality, Data Architecture

Education
Hacker School   2013 — 2013
Computer Software Engineering

Rutgers University-New Brunswick   2002 — 2006
BA, Information Technology and Informatics, Psychology

Cranford High School

Shirin Patel Shirin Patel Greater New York City Area Details
Shirin Patel's UBS Wealth Management Experience April 2011 - December 2011
Job Senior Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass  June 2012 - June 2014
Rothstein Kass  January 2012 - April 2012
UBS Wealth Management   April 2011 - December 2011

Skills
Tax, Hedge Funds, High Net Worth..., Management Companies, Private Equity, Tax Accounting, GAAP, US GAAP, Partnership Taxation, Financial Statements, Income Tax, Tax Research, Journal Entries, Tax Preparation

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2010
Bachelor's Degree, Accounting and Finance

Jasmine Ahmed Jasmine Ahmed Greater New York City Area Details
Jasmine Ahmed's UBS Wealth Management Experience March 2013 - Present
Job Associate Director, Banking Field Engagement at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - Present
UBS Wealth Management   May 2012 - March 2013
UBS Wealth Management   July 2010 - May 2012

Skills
Wealth Management, Series 7, Series 66, Securities Lending, Investments

Education
Rutgers University-New Brunswick   2006 — 2010
Bachelor of Science, Finance, Psychology

Andrew Heady Andrew Heady Middletown, New Jersey Details
Andrew Heady's UBS Wealth Management Experience March 2008 - October 2011
Job Teacher at Source4Teachers
Industry Accounting
Experience
Source4Teachers  October 2014 - Present
Passaic County Technical Institute  January 2013 - June 2014
Trenton Catholic Academy  September 2012 - December 2012
Source4Teachers  October 2011 - September 2012
UBS Wealth Management   March 2008 - October 2011
UBS Wealth Management   November 2002 - March 2008
UBS Wealth Management   February 2002 - November 2002
Cantor Fitzgerald  July 1997 - February 2000
Orange and Rockland Utilities, Inc.   December 1993 - July 1997

Skills
Certified Public..., Financial Analysis, Marketing, Financial Reporting, Financial Modeling, Investments, Strategic Financial..., Analysis, Budgets, Microsoft Word, Accounting, Sarbanes-Oxley Act, Microsoft Office, Teaching, Microsoft Excel, Finance, Leadership, PowerPoint

Education
Rutgers University   1988 — 1990
BS, Accounting

Rowan University   1986 — 1988
Accounting

Vernon Township High School   1982 — 1986

Christopher DeFalco Christopher DeFalco Greater New York City Area Details
Christopher DeFalco's UBS Wealth Management Experience June 2012 - August 2012
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   September 2015 - Present
Roth Capital Partners  July 2013 - August 2015
Douglas Elliman Capital Mortgage   February 2013 - June 2013
urboox.com   August 2011 - June 2013
Xtreme Trips  September 2010 - March 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Sales, Entrepreneurship, Marketing Strategy, Public Speaking, Hard Worker, Entrepreneur, Raising Venture Capital, Venture Capital, Investment Banking, Website Development, Financial Analysis, Financial Modeling, Bloomberg Terminal, Capital IQ, Equities, Valuation

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Undergraduate, Finance, General

Manalapan High School   2005 — 2009

Rebekah Raltz Rebekah Raltz Lynnwood, Washington Details
Rebekah Raltz's UBS Wealth Management Experience September 2012 - December 2012
Job Associate Trader at Russell Investments
Industry Financial Services
Experience
Russell Investments  June 2013 - Present
Russell Investments  December 2012 - February 2013
Seattle Pacific University  September 2011 - January 2013
UBS Wealth Management   September 2012 - December 2012
Dutch Brothers Coffee   January 2009 - July 2011

Skills
Data Entry, Time Management

Education
Seattle Pacific University   2011 — 2013
Bachelor of Arts, Business Administration

Rogue Community College   2009 — 2011
Associate of Science, Oregon Business Transfer Degree

Anthony Moliterno Anthony Moliterno Chicago, Illinois Details
Anthony Moliterno's UBS Wealth Management Experience January 2011 - September 2011
Job Research Assistant at Standard & Poor's, CFA candidate level III
Industry Capital Markets
Experience
Standard & Poor's   July 2013 - Present
Barclays Capital  September 2011 - June 2013
UBS - Wealth Management  January 2011 - September 2011
Office of The Governor of New Jersey  March 2010 - August 2010
Ocean Renewable Energy Coalition (OREC)   May 2009 - August 2009

Skills
Portfolio Management, Research, Microsoft Excel, Derivatives, Bonds, Bloomberg, Equities, Equity Research, Economics, Investments, Financial Modeling, Capital Markets

Education
Rutgers University New   2007 — 2011
B.A, Economics & Political Science

Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
BA, Economics & Political Science

hhs

Clement So Clement So Greater New York City Area Details
Clement So's UBS Wealth Management Experience March 2006 - July 2007
Job Visionary, Idealistic, ForwardThinking
Industry Wholesale
Experience
Ocean Dragon Trading Inc.   March 2013 - Present
AMTD Financial Planning   June 2012 - January 2013
Purple Communications, Inc  October 2011 - April 2012
So Shing Hing Trading Co Ltd   June 2008 - October 2011
Purple Communications, Inc  August 2007 - January 2008
UBS Wealth Management   March 2006 - July 2007

Skills
Microsoft Excel, Microsoft Word, MYOB, PowerPoint, Outlook, Network Administration, Wireless Networking, Financial Analysis, Financial Accounting, Financial Services, Retirement Planning, Tax Advisory, Leadership, American Sign Language, Customer Service, Management, Microsoft Office, Project Management, Accounting, Community Outreach, Strategic Planning, Financial Reporting, Operations Management, Coaching, Marketing, Start-ups, Nonprofits, Recruiting, Consulting

Education
Rochester Institute of Technology   2000 — 2006
Bachelor of Science (B.Sc.), Business Administration, Management and Operations, 3.0 / 4.0

King George V School   1994 — 2000

Donna Poyner Donna Poyner Matthews, North Carolina Details
Donna Poyner's UBS Wealth Management Experience February 2008 - May 2009
Job Assistant Vice President at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  September 2012 - February 2015
Wells Fargo Home Mortgage  February 2012 - October 2012
Wells Fargo Home Mortgage  October 2010 - February 2012
UBS Wealth Management   February 2008 - May 2009
Clear Choice Mortgage Solutions   February 2002 - January 2008
National City Mortgage  June 1996 - February 2001
Guild Mortgage  2000 - 2001

Skills
Financial Analysis, Credit, underwriter, Managerial Finance, Mortgage Banking, Mortgage Lending, Loans, Real Estate, Loan Origination, Analysis, FHA, Risk Management, Refinance, Team Building, Sales, Insurance, Marketing, Underwriting, Investment Properties, First Time Home Buyers, Small Business, Sellers, Finance, Leadership, Investments, Portfolio Management, Management, Credit Risk, Process Improvement, Residential Mortgages, Loan Servicing, Training

Education
Rochester Institute of Technology
BA

Anita Brennan Anita Brennan Puerto Rico area Details
Anita Brennan's UBS Wealth Management Experience April 2000 - Present
Job Senior Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2000 - Present
Morgan Stanley Smith Barney  July 1993 - April 2000
Lehman Brothers  May 1988 - July 1993

Education
Regis College

Mark P. Wendrychowicz Mark P. Wendrychowicz Greater New York City Area Details
Mark P. Wendrychowicz's UBS Wealth Management Experience January 2004 - December 2013
Job District Manager Private Equity at ADP
Industry Financial Services
Experience
ADP  January 2014 - Present
UBS Wealth Management   January 2004 - December 2013
BNP Paribas  April 2000 - January 2004
CIBC World Markets  November 1995 - April 2000
Paine Webber  November 1993 - November 1995

Skills
Project Management, Microsoft Office, Communication Skills, Series 7, Equities, Analysis, Wealth Management, Financial Analysis, Financial Services, New Business Development, Business Development, Event Planning, Organizational Structure, Relationship Management, Wealth Management..., Sales, Organizational Skills, Six Sigma - White Belt..., Program Management, Management, Due Diligence

Education
ACG University New York - Fordham University   2015 — 2015
M&A Educational Program Private Equity Dealmaking in the Middle Market, Private Equity

Ramapo College of New Jersey   1988 — 1993
Bachelor of Science, Business Administration with a concentration in Economics

Mahwah High School   1984 — 1988

Brian Renzenbrink Brian Renzenbrink Greater New York City Area Details
Brian Renzenbrink's UBS Wealth Management Experience July 2009 - April 2011
Job Engineer at Compass
Industry Computer Software
Experience
Compass Inc.  May 2014 - Present
LocalResponse  August 2011 - April 2014
Philo Media Corporation   May 2011 - August 2011
UBS Wealth Management   July 2009 - April 2011
SRC  June 2008 - August 2008
BladeLogic  October 2007 - December 2007

Skills
Web Development, Architecture, Node.js, JavaScript, Java, Agile Methodologies, Pattern Recognition, Databases, Computer Vision, HTML 5, Mobile Devices, Software Engineering, Start-ups, Mobile Applications, Web Applications, Python

Education
Rochester Institute of Technology   2003 — 2009
Computer Science

Andrei Mouravski Andrei Mouravski Rochester, New York Area Details
Andrei Mouravski's UBS Wealth Management Experience June 2008 - August 2008
Job Software Engineer at Google
Industry Computer Software
Experience
Google  March 2011 - Present
Truviso, Inc.   December 2008 - June 2011
UBS Wealth Management   June 2008 - August 2008
Lehman Brother Holdings Inc.   May 2007 - August 2007

Education
Rochester Institute of Technology   2006 — 2010
Bachelor of Science, Computer Science

Nicholas Pantle Nicholas Pantle Greater New York City Area Details
Nicholas Pantle's UBS Wealth Management Experience May 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
UBS  June 2013 - May 2015
UBS  June 2012 - May 2013
Morgan Stanley Smith Barney  December 2011 - June 2012

Education
Rowan University   2009 — 2013
Bachelor of Science, Marketing, Management

Grant Moss Grant Moss Washington D.C. Metro Area Details
Grant Moss's UBS Wealth Management Experience 2013 - 2013
Job Entrepreneur
Industry Online Media
Experience
SCOREFOLIO   March 2015 - Present
SCOREFOLIO   October 2013 - Present
UBS Wealth Management   2013 - 2013

Skills
Team Leadership, PowerPoint, Microsoft Word, Public Speaking, Event Planning, Social Media, Customer Service, Microsoft Office, Microsoft Excel, Research, Teaching, Fundraising, Higher Education, Editing, Facebook, Social Media Marketing, Marketing Strategy

Education
Rollins College   2010 — 2014
Bachelor of Arts (BA), History

Steve Trifoglio Steve Trifoglio Greater San Diego Area Details
Steve Trifoglio's UBS Wealth Management Experience August 1988 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 1988 - Present

Education
Rutgers University   1981 — 1986
Bachelor of Arts (B.A.), Business Administration/Economics

North Bergen High School   1977 — 1981

Greg Fayvilevich Greg Fayvilevich Greater New York City Area Details
Greg Fayvilevich's UBS Wealth Management Experience August 2005 - December 2005
Job Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings  January 2013 - Present
Fitch Ratings  January 2010 - December 2012
Fitch Ratings  October 2008 - December 2009
ACE  February 2007 - May 2008
Refinery, Inc.   March 2006 - February 2007
UBS Wealth Management   August 2005 - December 2005

Education
Rutgers University – Camden   2004 — 2008
B.S., Summa Cum Laude, Finance major, Accounting minor

Steve Haber Steve Haber Greater New York City Area Details
Steve Haber's UBS Wealth Management Experience June 2008 - August 2008
Job eDiscover Technical Services Development and Engineering Team Lead at UBS
Industry Financial Services
Experience
UBS  November 2013 - Present
UBS  July 2011 - October 2013
UBS  July 2009 - July 2011
Rochester Institute of Technology  September 2008 - March 2009
UBS Wealth Management   June 2008 - August 2008
NYSOMRDD   June 2005 - August 2008
Staples  March 2005 - August 2008

Skills
Technical Writing, C#, Team Building, ITIL, Visual Studio, AJAX, Web Design, Data Analysis, Database Administration, Excel, HTML, Innovation, Integration, Java, jQuery, JDBC, Knowledge Management, KPI, Linux, MySQL, Operations, PHP, Perl, Series 7, SQL Server, Microsoft Excel, Information Technology, Disaster Recovery, Active Directory, XML, Servers, Apache, Oracle, Visual Basic, JavaScript, Databases, Web Applications, VB.NET, CSS, VBA, SharePoint, Unix, Visio, Microsoft Exchange, IIS, SQL, SDLC, VMware, Requirements Analysis, Enterprise Architecture

Education
Rochester Institute of Technology   2005 — 2009
BS, Information Technology

Brennan Smith Brennan Smith Tampa/St. Petersburg, Florida Area Details
Brennan Smith's UBS Wealth Management Experience May 2015 - August 2015
Job MBA Candidate, Crummer Graduate School of Business Rollins College
Industry Financial Services
Experience
Chi Psi Fraternity at Rollins College   March 2014 - Present
UBS Wealth Management   May 2015 - August 2015
Rollins College  May 2014 - May 2015
Global Strategy, Inc.   September 2014 - January 2015

Skills
Microsoft Excel, Microsoft Office, Market Research, Management, Business Analysis, Logistics, Risk Management, Strategic Thinking, Leadership, Project Management, PowerPoint, Mentoring, Entrepreneurship, Business Development, Marketing

Education
Rollins College - Crummer Graduate School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Rollins College   2012 — 2016

OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance

Ashley Pelton Ashley Pelton Houston, Texas Details
Ashley Pelton's UBS Wealth Management Experience May 2013 - August 2013
Job Analyst at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal  September 2014 - Present
UBS Wealth Management   May 2013 - August 2013
Rice University Office of Admission: Student Admission Council   May 2012 - May 2013
Rice University Office of Resource Development   October 2011 - May 2012

Skills
Microsoft Office, PowerPoint, Public Speaking, Social Media, Editing, Event Planning, Teaching, Team Building, Team Leadership, Speech Writing, Recruiting

Education
Rice University   2010 — 2014
Bachelor of Music, Viola Performance

Bronx High School of Science   2006 — 2010

The Juilliard School   2007 — 2010
Pre College

Gregory Weiss Gregory Weiss Greater New York City Area Details
Gregory Weiss's UBS Wealth Management Experience October 2013 - Present
Job Head of Business Development for Advice & Platforms at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2013 - Present
UBS Wealth Management   November 2011 - October 2013
UBS Wealth Management   August 2010 - November 2011
Merrill Lynch  September 2006 - July 2010
Merrill Lynch  August 2004 - August 2006
Merrill Lynch  January 2003 - August 2004
Merrill Lynch  April 2001 - January 2003
Merrill Lynch  August 1999 - April 2001
Merrill Lynch  July 1997 - August 1999

Skills
Strategic Financial..., Strategy, Strategic Planning, Portfolio Management, Business Development, Product Development, Valuation, Asset Allocation, Options, Financial Services, Retail, Executive Management, Marketing, Business Planning, Financial Modeling, Relationship Management, Investments, Analytics, Fixed Income, Financial Analysis, Competitive Analysis, Wealth Management, Risk Management, Six Sigma, Asset Management, Pricing, Banking, Program Management, Series 7, Financial Advisory, Retirement, Series 63, Uniform Combined State..., Due Diligence, Wealth Management..., Leadership, Alternative Investments, Business Transformation, Equities, Capital Markets, Investment Advisory, Management, Private Equity, Mutual Funds, Investment Management, Securities, Hedge Funds, Investment Strategies, Corporate Finance, Mergers & Acquisitions

Education
Rider University   1999 — 2003
MBA, Finance

Rutgers University-New Brunswick   1993 — 1997
BA, Economics

Igor Lekht Igor Lekht Greater New York City Area Details
Igor Lekht's UBS Wealth Management Experience December 2005 - January 2007
Job Head of Global Product Support at AxiomSL
Industry Information Technology and Services
Experience
AxiomSL  April 2013 - Present
UBS  January 2007 - April 2013
UBS Wealth Management   December 2005 - January 2007
Prudential Financial  September 2003 - November 2005
Prudential Securities, Inc  August 2000 - August 2003
Prudential Securities, Inc  March 1997 - August 2000
American Management Systems, Inc  July 1994 - February 1997

Skills
Testing, System Testing, Integration, Process Improvement, User Acceptance Testing, Management, Analysis, Software Development, SharePoint, SDLC, Software Documentation, Business Requirements, Project Management, COBOL, Auditing, Requirements Analysis

Education
Rensselaer Polytechnic Institute   1991 — 1994
B.S., Computer Science, Economics

Joseph Scauri Joseph Scauri Greater New York City Area Details
Joseph Scauri's UBS Wealth Management Experience September 2008 - June 2011
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2011 - Present
UBS Wealth Management   September 2008 - June 2011
ICON Capital Corp.  2005 - 2008
U.S. Department of State   June 2004 - August 2004

Skills
Analysis, Strategy, Vendor Management, Financial Risk, Management, Wealth Management, Account Reconciliation, Accounting, Financial Services, Securities, Financial Analysis, Equities, Fixed Income, Cognos, Microsoft SQL Server, Mutual Funds, VBA, Microsoft Access, Data Analysis, BCSInt, Finance, Risk Management, Project Management, Macros, Microsoft Project

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2009 — 2009
Mini MBA Program, Business Administration and Management, General

Rutgers University-New Brunswick   2001 — 2005
B.A., History/Political Science, 3.65 GPA

St. Peter's Preparatory School   1997 — 2001
High School

Bruce Dyer Bruce Dyer Providence, Rhode Island Area Details
Bruce Dyer's UBS Wealth Management Experience May 1984 - September 2010
Job VP Regional Sales Manager New England at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2012 - Present
Pusateri Consulting and Training   October 2010 - August 2012
UBS Wealth Management   May 1984 - September 2010

Skills
Portfolio Management, Investments, Series 7, Public Speaking, Banking, Sales, Mutual Funds, Business Development, Management, Financial Advisory, Finance, Asset Management, Capital Markets, Investment Advisory, Equities, Securities, Alternative Investments, Series 63, Asset Allocation

Education
Rhode Island College   1973 — 1979
BA, Music Education

Laura Havranek Laura Havranek Wilmington, Delaware Details
Laura Havranek's UBS Wealth Management Experience August 1999 - March 2012
Job Group VP at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  November 2013 - Present
Blackbird Consulting Inc.   March 2012 - October 2013
UBS Wealth Management   August 1999 - March 2012
Warburg Pincus  1998 - 1999
KPMG Peat Marwick  1996 - 1998
Cap Gemini Ernst & Young  1995 - 1996

Skills
Information Technology, Wealth Management, IT Strategy, Trading Systems, Business Alignment, Offshoring, Enterprise Architecture, Electronic Trading, Business Continuity, Project Portfolio..., Governance, Business Process..., IT Management, Financial Services, Business Transformation, Wealth Management..., Vendor Management, Project Management, Market Data, Hedge Funds, Investment Banking, Outsourcing, Banking, Capital Markets, Change Management, Consulting, Data Warehousing, Equities, Financial Risk, Fixed Income

Education
Miami University, Oxford, Ohio
BA, Information Systems

Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Information Technology

Steven Steinberg Steven Steinberg Greater New York City Area Details
Steven Steinberg's UBS Wealth Management Experience September 2000 - July 2008
Job Vice President Product Management at Fiserv
Industry Information Technology and Services
Experience
Fiserv  December 2011 - October 2015
Fiserv  March 2009 - December 2011
CheckFree Investment Services  September 2008 - March 2009
UBS Wealth Management   September 2000 - July 2008
AT&T  April 1986 - August 2000
Continental Insurance  1983 - 1985
rutgers university  1980 - 1983

Skills
Product Management, SDLC, Portfolio Management, Business Analysis, Process Improvement, Product Strategy, Team Building, Team Leadership, IT Management, Wealth Management, Integration, Budgets, Vendor Management, Telecommunications, Financial Services, Project Management, Product Development, Data Warehousing, Management, Business Requirements, Strategic Planning, Business Intelligence, Project Portfolio..., Strategy, CRM, Enterprise Software, SaaS, Program Management, Requirements Analysis, Business Process..., IT Strategy, Trading, Requirements Gathering, Budgeting, Leadership, Unified Managed Accounts

Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)

Rutgers, The State University of New Jersey-New Brunswick
BA, Business

Daniel Babayan Daniel Babayan Greater New York City Area Details
Daniel Babayan's UBS Wealth Management Experience December 2014 - Present
Job SecuritiesBased Lending Platform Development, Wealth Management, Sales
Industry Financial Services
Experience
UBS Wealth Management   December 2014 - Present
BetterDebt   April 2014 - December 2014
Wells Fargo Advisors  July 2010 - April 2014
Dow Jones  July 2009 - July 2010
Advisors Asset Management, Inc.   March 2009 - July 2009
Bear Stearns  May 2007 - July 2008
Merrill Lynch  April 2004 - May 2007
Merrill Lynch  2001 - 2004
Paytrust.com   September 1999 - July 2001
Merrill Lynch  1995 - 1999

Skills
Sales, Technology Management, Wealth Management, Product Development, Risk Management, Securities Lending, Strategy, Leadership, Financial Services, Business Analysis, Investments, Loans, Banking, Management, Start-ups, Market Data, Portfolio Management, Fixed Income, Business Development, Asset Management, Series 7, Securities, Analytics, Series 63, Financial Advisory, Structured Products, Equities, Finance, Mutual Funds, Product Management, Product Marketing, Alternative Investments, Investment Brokerage

Education
Rutgers University-New Brunswick
BA, Economics

Rutgers University-New Brunswick
Bachelor's degree, Economics

Kelly Bastidas Kelly Bastidas New York, New York Details
Kelly Bastidas's UBS Wealth Management Experience May 2009 - August 2009
Job Sales at Givaudan
Industry Chemicals
Experience
Givaudan  June 2011 - Present
Global Duty Free Corporation   July 2010 - May 2011
American River International  May 2010 - July 2010
UBS Wealth Management   May 2009 - August 2009

Skills
SAP, Sales, Product Development, PowerPoint, Internal Communications, Microsoft Excel, Warehousing, Microsoft Office, International Business, Accounting, Cross-functional Team..., Product Marketing, Shipping, Supply Chain, Sales Operations, Customer Service, Social Media Marketing, Management, Social Media

Education
Ramapo College of New Jersey   2006 — 2010
Bachelor of Arts, International Business, Spanish

Schiller International University   2008 — 2008
Study Abroad

Dr. Ronald McNair Academic

Garrett Brown Garrett Brown Greater Chicago Area Details
Garrett Brown's UBS Wealth Management Experience February 2015 - May 2015
Job ACCEL Program Associate at PNC Financial Services
Industry Banking
Experience
PNC  June 2015 - Present
Cole Haan  April 2012 - Present
UBS Wealth Management   February 2015 - May 2015
Toroso Investments  October 2014 - February 2015
PNC  June 2014 - August 2014
Leaders 1354   May 2009 - August 2009

Skills
Sales, Retail, Entrepreneurship, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Banking, Work Very Well with..., Facebook, Learning Quickly, Telephone Skills, Microsoft Excel, Merchandising, Leadership, Time Management, Public Speaking, Bloomberg Terminal, Lotus Notes, Social Networking, Event Planning

Education
Roosevelt University   2010 — 2015
Bachelor of Arts (B.A.), Biology. Minor: Philosophy

Richard Charette Richard Charette Palm Beach Gardens, Florida Details
Richard Charette's UBS Wealth Management Experience July 2004 - June 2006
Job
Industry Management Consulting
Experience
Sint Martin Family Enrichment Centers   February 2014 - February 2015
Wells Fargo Advisors  June 2006 - January 2011
UBS Wealth Management   July 2004 - June 2006
Merrill Lynch  November 1998 - July 2004

Skills
Microsoft Office, Microsoft Word, PowerPoint, Management, Microsoft Excel, Research, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Finance, Business Planning, Analysis, Risk Management, Team Building, Strategic Planning, Budgets, Business Analysis, Customer Service, Marketing, Coaching, Business Strategy

Education
Rasmussen College   2014 — 2015
Bachelor's degree, Business Managment, 3.6

Rasmussen College   2013 — 2015
Associate of Science (A.S.), Busienss Management, 3.6

Jordan Rosen Jordan Rosen Greater New York City Area Details
Jordan Rosen's UBS Wealth Management Experience September 2010 - October 2014
Job Marketing Associate at Richard Bernstein Advisors
Industry Financial Services
Experience
Richard Bernstein Advisors  October 2014 - Present
UBS Wealth Management   September 2010 - October 2014

Skills
Marketing Communications, Social Media Marketing, Marketing, Marketing Strategy, Microsoft Office, Digital Marketing, Strategic Communications, Product Marketing, Adobe Creative Suite, Project Management, Vendor Management, Vendor Relationships, Web 2.0, Computers, Relationship Management, Distribution, RFP, RFI, Brand Development, Media Relations, Financial Services, Institutional Marketing, Retail Marketing, Twitter Marketing, Database Marketing, Product Development, Reporting & Analysis, Salesforce.com, iContact, Email Marketing, Broker-Dealer, Linkedin Marketing, Sales, HTML, Portfolio Management, Advertising, Microsoft Excel, Mutual Funds, Finance, Adobe Acrobat, Management, Social Media, Strategy

Education
Rutgers University-New Brunswick   2007 — 2010
Bachelor of Arts, Political Science and Sociology

Indian Hills High School

Tyler Fairbanks Tyler Fairbanks Potomac, Maryland Details
Tyler Fairbanks's UBS Wealth Management Experience June 2014 - August 2014
Job Intern at Helios Entertainment
Industry Higher Education
Experience
Helios Entertainment, Inc.   May 2015 - Present
UBS Wealth Management   June 2014 - August 2014
SCOREFOLIO   May 2014 - August 2014
Pinnacle Hotel Management  May 2013 - August 2013

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

Education
Rollins College   2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Management and Social Entrepreneurship

Vanessa Cenuser, MPA Vanessa Cenuser, MPA Greater New York City Area Details
Vanessa Cenuser, MPA's UBS Wealth Management Experience July 2006 - April 2008
Job ...
Industry Investment Management
Experience
GreensLedge   July 2013 - Present
C&Co/PrinceRidge LLC   June 2012 - July 2013
Highbridge Capital Management  October 2011 - June 2012
Nomura  October 2010 - October 2011
Memorial Sloan-Kettering Cancer Center  October 2009 - October 2010
UBS Financial Services  April 2008 - April 2009
UBS Wealth Management   July 2006 - April 2008

Skills
Recruiting, Strategy, Management, Management Consulting, Outlook, Entrepreneurship, Financial Analysis, Asset Managment, Financial Services, PowerPoint, Financial Modeling, Microsoft Excel, Human Resources, Microsoft Office, Sales

Education
Fairleigh Dickinson University   2006 — 2008
Masters

Rutgers University-New Brunswick   2002 — 2006
Bachelors of Arts

Henry (Gennady) Gofman Henry (Gennady) Gofman Greater New York City Area Details
Henry (Gennady) Gofman's UBS Wealth Management Experience March 2004 - June 2005
Job Innovations and Infrastructure at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  June 2013 - Present
Mizuho Securities USA Inc.  September 2012 - April 2013
Wachtell, Lipton, Rosen & Katz   June 2012 - September 2012
Marsh & McLennan Companies, Inc.   June 2005 - June 2012
New York City Law Department  August 2011 - March 2012
UBS Wealth Management   March 2004 - June 2005
TIAA-CREF  September 2001 - March 2005
Morgan Stanley  April 2000 - August 2001
Ridge Clearing  October 1999 - April 2000
Estee Lauder  March 1999 - October 1999

Skills
Software Project..., SMS, Wise Package Studio, InstallShield, Flexera Admin Studio, Marimba Packager, iManage FileSite, App-V Server..., WSUS, VBScript, Altiris, MSI Packaging, GridMaster Level..., App-V, Group Policy, SCCM, Desktop Engineering, Large Scale Deployments, Windows Engineering, App-V Sequencing, Active Directory..., Microsoft MDT (WIM/USMT), Troubleshooting & Tier..., Project Planning &..., End-to-End Project..., Vmware ThinApp

Education
Rider University   1992 — 1996
Bachelor of Science (B.S.), Computer and Management Information Systems

Kenneth Latawiec Kenneth Latawiec New York, New York Details
Kenneth Latawiec's UBS Wealth Management Experience May 2010 - September 2010
Job Investor Services at Preqin
Industry Venture Capital & Private Equity
Experience
Preqin  June 2012 - Present
Dawson James Securities  August 2011 - May 2012
Summit Financial Resources, Inc.   January 2011 - August 2011
UBS Wealth Management   May 2010 - September 2010

Skills
Private Equity, Hedge Funds, Investments, Infrastructure, Venture Capital, Alternative Investments, Alternative Assets, Real Estate, Investor Relations

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2011
Bachelor of Science, Finance

Manalapan High School

Kacey Campbell Kacey Campbell Greater New York City Area Details
Kacey Campbell's UBS Wealth Management Experience August 2000 - September 2005
Job Quality Assurance Manager | Project Manager Seeking New Opportunity
Industry Information Technology and Services
Experience
Kaceyco, LLC   January 2011 - Present
Morgan Stanley Smith Barney  January 2011 - August 2012
Lehman Brothers  2005 - 2007
UBS Wealth Management   August 2000 - September 2005
UBS Wealth Management (Formerly PaineWebber Inc.)   June 1995 - August 2000
UBS Wealth Management (Formerly PaineWebber Inc.)   January 1993 - June 1995
UBS Wealth Management (Formerly PaineWebber Inc.)   June 1988 - January 1993

Skills
SDLC, Quality Assurance, Business Analysis, Project Management, Testing, Integration, Vendor Management, Software Quality..., Management, Business Process, Software Project..., Requirements Analysis, Process Improvement, SharePoint, Training, PMO, Business Requirements, Process Engineering, Project Coordination, Offshoring, Financial Markets, IT Strategy, Resource Management, Risk Management, Requirements Gathering, User Experience, PMP, User Acceptance Testing, Software Documentation, Business Process..., Data Conversion, Social Media Marketing, Microsoft Project, Program Management, Financial Services

Education
Rutgers, The State University of New Jersey-New Brunswick   1985 — 1992
Bachelor's, Economics

Megan Delaney Megan Delaney Greater New York City Area Details
Megan Delaney's UBS Wealth Management Experience May 2012 - December 2012
Job Sales Assistant, Institutional Sales at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein  September 2013 - Present
Options Group  January 2013 - August 2013
UBS Wealth Management   May 2012 - December 2012
Scottrade  March 2011 - August 2012

Skills
Finance, Financial Services, Data Analysis, Microsoft Word, Microsoft Office, PowerPoint, Social Networking, Database Administration, Encore, Saleslogix, Corporate Access, Equity Research...

Education
Rutgers Business School   2010 — 2013
Bachelor of Science (B.Sc.)

Rutgers, The State University of New Jersey - Rutgers Business School   2010 — 2013
Bachelor of Science (B.S.)

Juniper Belmont Juniper Belmont Seattle, Washington Details
Juniper Belmont's UBS Wealth Management Experience June 2008 - August 2008
Job Software Engineer
Industry Computer Software
Experience
Google  March 2011 - January 2014
Rochester Institute of Technology  October 2006 - March 2011
Truviso, Inc.   December 2008 - May 2009
UBS Wealth Management   June 2008 - August 2008
Lehman Brothers  May 2007 - August 2007

Education
Rochester Institute of Technology   2006 — 2011
Combined Bachelor's/Master's in Science, Computer Science, 3.56

Thomas Ho Thomas Ho Houston, Texas Details
Thomas Ho's UBS Wealth Management Experience October 2002 - April 2006
Job Partner at Heidrick & Struggles
Industry Management Consulting
Experience
Heidrick & Struggles  December 2014 - Present
Heidrick & Struggles  March 2014 - December 2014
Heidrick & Struggles  March 2011 - March 2014
Korn Ferry International  April 2006 - February 2011
UBS Wealth Management   October 2002 - April 2006
Goldman Sachs  July 2001 - October 2002
ATP Tennis   1989 - 1996

Skills
Management Consulting, Natural Resources, Recruiting, Financial Services, Oil & Gas, Finance, Mergers & Acquisitions, Human Resources, Sports, Tennis

Education
Rice University   1997 — 2001
B.A., Economics

Greg Timko Greg Timko Greater New York City Area Details
Greg Timko's UBS Wealth Management Experience June 2014 - August 2014
Job Operations Analyst at UBS Financial Services
Industry Investment Management
Experience
Mack-Cali Realty Corporation  2015 - 2015
Mack-Cali Realty Corporation  2015 - 2015
UBS Wealth Management   June 2014 - August 2014
Sandoz  June 2013 - August 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, English, Social Media, Analysis, Facebook, Research, Economics, Mathematics, Photoshop, Public Speaking, Microsoft Office, Access

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2011 — 2015
Bachelor of Science (BS), Finance and Economics, 3.94

Hillsborough High School   2007 — 2011
Top 10% of Class

Joseph Goodrich Joseph Goodrich New Rochelle, New York Details
Joseph Goodrich's UBS Wealth Management Experience June 2010 - August 2010
Job Assistant Buyer at Major League Baseball Advanced Media
Industry
Experience
Major League Baseball Advanced Media  August 2014 - Present
The Madison Square Garden Company  2014 - 2014
Modell's Sporting Goods  May 2012 - August 2013
UBS Wealth Management   June 2010 - August 2010
Spectra Audio Design Group  June 2009 - August 2009

Skills
Marketing, Event Planning, Social Media Marketing, Sports Marketing, Supply Chain Management, Brand Management, Friendly Personality, Social Media Advertising, Community Outreach, Communication Skills, Intercultural..., Logistics Management, Sports Management, Sporting Goods, Retail Buying, Vendor Relationship...

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management

Richmond, The American International University in London   2013 — 2013
International History

Paige Muirhead Paige Muirhead Nashville, Tennessee Details
Paige Muirhead's UBS Wealth Management Experience February 2014 - Present
Job UBS Investment Advisory
Industry Financial Services
Experience
UBS Wealth Management   February 2014 - Present
M&G  August 2012 - August 2013
Travel Channel International  June 2011 - September 2011
Aviva plc  June 2010 - September 2010

Education
Richmond, The American International University in London   2008 — 2012
BA, Finance

St. Mary's University College   2012 — 2013
Post Graduate Certificate, International Finance

Christopher Pettijohn Christopher Pettijohn New York, New York Details
Christopher Pettijohn's UBS Wealth Management Experience August 2013 - Present
Job GTP Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2013 - Present
UBS Wealth Management   June 2012 - August 2012

Skills
Data Analysis

Education
Rice University   2009 — 2013
Bachelor of Arts (BA), Economics; Political Science

Gerry Maher Gerry Maher Greater New York City Area Details
Gerry Maher's UBS Wealth Management Experience February 1999 - June 2007
Job Director at BIDS Trading
Industry Financial Services
Experience
BIDS Trading  June 2007 - Present
UBS Wealth Management   February 1999 - June 2007
Lehman Brothers  February 1992 - February 1999

Skills
Equities, Trading Systems, Electronic Trading, Hedge Funds, Equity Trading

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General

Rutgers University-New Brunswick
B.A., Economics

David R Kelly David R Kelly Greater New York City Area Details
David R Kelly's UBS Wealth Management Experience 2004 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2004 - Present
Merrill Lynch  1989 - 2004
Merrill Lynch Private Client Group  1991 - 1998
Merrill Lynch  1989 - 1991

Skills
Bloomberg, Portfolio Management, MBS, Corporates, Access, Microsoft Excel, Municipal Bonds, Visual Basic, Series 7, Fixed Income, Alternative Investments, Wealth Management, Mutual Funds, ETFs, Asset Allocation, Bonds, Series 24, Series 65, Series 63

Education
Rutgers University-New Brunswick   1984 — 1988
BA, History and Economics

Derek Burke Derek Burke Kansas City, Missouri Area Details
Derek Burke's UBS Wealth Management Experience November 2004 - March 2010
Job President at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed  July 2014 - Present
First Investors Advisory Services, LLC   October 2012 - July 2014
First Investors Managment Company, Inc   October 2011 - July 2014
Burke Consulting LLC   September 2010 - August 2011
UBS Wealth Management   November 2004 - March 2010
New York Life Investment Management LLC  January 2000 - November 2004
John Hancock Mutual Life Insurance Company  January 1998 - December 1999
The Prudential Insurance Company of America  June 1995 - December 1997
Collier, Jacob & Mills   May 1993 - June 1995
SEC  September 1989 - May 1993

Skills
Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Investment Management, Private Equity, Financial Services, Fixed Annuities, Financial Advisory, Finance, Strategy

Education
Rutgers University School of Law - Newark   1987 — 1989
JD, Law

Seton Hall University   1981 — 1985
BS, Finance

Anthony Ponsiglione Anthony Ponsiglione Mahwah, New Jersey Details
Anthony Ponsiglione's UBS Wealth Management Experience January 2011 - April 2011
Job Associate GBO Business Support at KPMG
Industry Financial Services
Experience
KPMG  May 2014 - Present
KPMG US  July 2011 - May 2014
UBS Wealth Management   January 2011 - April 2011
People’s Mortgage  January 2007 - January 2008
Paragon Federal Credit Union  January 2006 - January 2007

Skills
Financial Analysis, Access, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Microsoft SQL Server, Microsoft Office 2007, Data Analysis, Data Entry, Data Warehousing, Market Research, Risk Management, Banking, Residential Mortgages, Mortgage Lending, Independence, Process Improvement, Problem Solving

Education
Rider University   2007 — 2011
Bachelor’s Degree, Finance

Marc Shapiro Marc Shapiro Greater New York City Area Details
Marc Shapiro's UBS Wealth Management Experience August 2007 - April 2009
Job Associate Vice President, Onsite Controls at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  March 2015 - Present
Barclays Capital  July 2011 - March 2015
Barclays Capital  March 2010 - July 2011
UBS Wealth Management   August 2007 - April 2009
Dreyfus  September 2005 - August 2007
Oppenheimer & Co.   July 2004 - September 2005

Skills
OFAC, Compliance, Risk, AML, Financial Risk, KYC, Internal Audit, Sanction, Risk Management, Operational Risk, Payments, Mutual Funds, Fraud, Operational Risk..., Banking, Financial Services, Hedge Funds, Fixed Income, Anti Money Laundering

Education
Rutgers University-New Brunswick   2000 — 2004
B.A., Political Science

Jackie Ammons Kelso Jackie Ammons Kelso Houston, Texas Details
Jackie Ammons Kelso's UBS Wealth Management Experience January 2009 - April 2009
Job Associate Attorney at JONES DAY®
Industry Law Practice
Experience
JONES DAY®  October 2013 - Present
JONES DAY®  May 2012 - July 2012
JONES DAY®  May 2011 - July 2011
Texas Attorney General  January 2011 - April 2011
BELO  May 2010 - June 2010
UBS Wealth Management   January 2009 - April 2009

Skills
Corporate Law, Legal Research, Legal Writing, Research, Westlaw, Public Speaking

Education
The University of Texas at Austin   2010 — 2013
Doctor of Law (JD)

Rice University   2006 — 2010
Bachelor of Arts (BA), Economics & English

Ursuline Academy of Dallas

Dwayne Walker Dwayne Walker Greater New York City Area Details
Dwayne Walker's UBS Wealth Management Experience October 2008 - June 2013
Job Trading Assistant at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  July 2013 - Present
UBS Wealth Management   October 2008 - June 2013
Goldman Sachs  November 2007 - June 2008
Siemens Financial Services  2006 - 2006

Skills
Fixed Income, Bloomberg, Risk Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Equities

Education
Rutgers, The State University of New Jersey-New Brunswick   2002 — 2007
Bachelor's, Economics, Sociology

Rakesh Chandiramani Rakesh Chandiramani New York, New York Details
Rakesh Chandiramani's UBS Wealth Management Experience March 2007 - December 2007
Job Partner & CoFounder at GVI Hospitality
Industry Hospitality
Experience
GVI Hospitality   November 2009 - Present
OptumInsight  December 2007 - October 2014
UBS Wealth Management   March 2007 - December 2007
Galt & Company - Huron Consulting Group   March 2005 - July 2006

Skills
Financial Modeling, Management, Management Consulting, Business Analysis, Change Management, Restaurant Management, Hospitality, Asset Management, Vendor Management, Construction Management, Healthcare, Analysis, Business Transformation, Training, Strategic Planning, Process Improvement, Business Process..., Program Management, Business Intelligence, Healthcare Consulting, Business Strategy, SDLC, Financial Analysis, Valuation, Product Development, Insurance, Strategy, Production Execution, New Client..., Leadership, Retail

Education
Rochester Institute of Technology
BS, with Honors, Finance

Brad Rosenberg Brad Rosenberg Miami/Fort Lauderdale Area Details
Brad Rosenberg's UBS Wealth Management Experience 2005 - Present
Job Branch Manager, Aventura, FL at UBS Wealth Management
Industry Financial Services
Experience
UBS  November 2014 - Present
UBS Wealth Management   2005 - Present
UBS Wealth Management   January 2013 - November 2014
UBS  September 2010 - January 2013
UBS  May 2009 - August 2010
UBS Financial Services  December 2005 - April 2009
UBS Wealth Management   December 2004 - December 2005
UBS Wealth Management   June 2003 - December 2004
UBS Wealth Management   February 2001 - June 2003
UBS Wealth Management   June 1999 - February 2001

Skills
Series 7, Series 9, Series 10, Series 65, Series 3

Education
New York University - Leonard N. Stern School of Business   2001 — 2003
Master of Business Administration (MBA), Finance

Rutgers University-New Brunswick   1992 — 1997
BA, Economics

Paul D'Elia, CFP® Paul D'Elia, CFP® Greater New York City Area Details
Paul D'Elia, CFP®'s UBS Wealth Management Experience May 2006 - August 2006
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2007 - Present
UBS Wealth Management   May 2006 - August 2006
AXA Advisors  May 2005 - August 2005

Skills
Financial Planning, Retirement Planning, Estate Planning, Investments, Insurance, Wealth Management, Series 7, Life & Health Insurance..., Series 66, Financial Planners, Strategic Financial..., High Net Worth..., Employee Benefits, Asset Allocation

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2009 — 2012
MBA, Finance and Global Business

NYU School of Continuing & Professional Studies   2007 — 2009
Certificate in Financial Planning

Syracuse University   2003 — 2007
BS, Finance and Entrepreneurship

Chaminade High School   1999 — 2003
High School Diploma

Prasannah Ashokkumar Prasannah Ashokkumar Greater New York City Area Details
Prasannah Ashokkumar's UBS Wealth Management Experience June 2010 - August 2010
Job Equities COO Associate at Nomura Securities
Industry Banking
Experience
Nomura Securities  September 2014 - Present
Nomura Securities  August 2013 - August 2014
Nomura Securities  August 2012 - August 2013
Nomura Securities  September 2011 - August 2012
MTV Networks  January 2011 - July 2011
Viacom  August 2010 - February 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Equities, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Financial Services, Analytics, Project Management, Project Planning, Business Analysis, Business Strategy, Budgets, Data Analysis, Event Planning, Event Management, Cross-functional Team..., Strategic Planning, Public Speaking, Training, Teamwork

Education
Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
Bachelor of Science (B.S.), Finance

South Brunswick High School

South Brunswick High School

Rob Bragoli Rob Bragoli Greater New York City Area Details
Rob Bragoli's UBS Wealth Management Experience July 2001 - July 2003
Job Senior Director Compliance at Standard & Poor's
Industry Investment Banking
Experience
Standard & Poor's   August 2013 - Present
Kroll Bond Rating Agency, Inc.   November 2011 - August 2013
Jefferies & Company  May 2006 - November 2011
Nomura  November 2005 - May 2006
Credit Suisse  May 2004 - November 2005
Financial Industry Regulatory Authority  July 2003 - May 2004
UBS Wealth Management   July 2001 - July 2003
Cravath, Swaine & Moore LLP   August 1999 - July 2001

Skills
Securities, Series 7, FINRA, Trading, Capital Markets, Fixed Income, Series 24, Financial Services, Risk Management

Education
Rutgers University School of Law - Newark   2005 — 2009
JD, Law

University of Virginia   1995 — 1999
BA

Jay Lee, CFA Jay Lee, CFA Greater New York City Area Details
Jay Lee, CFA's UBS Wealth Management Experience July 2015 - Present
Job Portfolio Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
UBS Wealth Management   February 2015 - Present
Neuberger Berman  June 2010 - February 2015
Neuberger Berman  June 2006 - May 2010
Bloomberg  December 2004 - January 2005
Bertelsmann/Random House   June 2004 - August 2004
Smith Barney  June 2004 - August 2004

Skills
Equity Research, Financial Analysis, Financial Modeling, Project Management, Financial Markets, Public Speaking, Risk Management, Asset Management

Education
Rensselaer Polytechnic Institute   2001 — 2005
B.S, Computer Engineering, Economics

Joseph Mugno Joseph Mugno Greater New York City Area Details
Joseph Mugno's UBS Wealth Management Experience 2009 - 2010
Job Executive Director at Mbraced Marketing L.L.C
Industry Management Consulting
Experience
Mbraced Marketing L.L.C   January 2015 - Present
MassMutual Financial Group  2013 - 2014
Logical Source, Inc.   2011 - 2013
UBS Wealth Management   2009 - 2010
Morgan Stanley  2001 - 2009
Bear Stearns & Company  2000 - 2001
Prudential Financial  1993 - 2000

Skills
Financial Services, Sales, New Business Development, Disability Insurance, Retirement, Insurance, Investments, Long Term Care Insurance, Operations Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1984 — 1988
Bachelor of Arts (B.A.), Economics

Don Bosco Tech   1980 — 1984

Ryan P. Moy, CPA Ryan P. Moy, CPA Greater New York City Area Details
Ryan P. Moy, CPA's UBS Wealth Management Experience 2008 - 2009
Job Compliance Examiner
Industry Financial Services
Experience
Financial Industry Regulatory Authority  2013 - Present
NFA  2010 - 2012
Deutsche Bank  2009 - 2010
UBS Wealth Management   2008 - 2009
UBS Wealth Management   2001 - 2009
Deloitte & Touche  1999 - 2001

Skills
Financial Analysis, Internal Controls, Financial Reporting, Auditing, General Ledger, Budgets, Account Reconciliation, Variance Analysis, Compliance, Due Diligence, Insurance, Finance, GAAP, Accounting, Financial Risk, Internal Audit, Financial Accounting, Analysis, Financial Services, Investments, Credit, Risk Management, Financial Modeling, Risk Assessment, Strategic Financial..., Corporate Finance, Enterprise Risk..., Hedge Funds, Equities

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2009 — 2013
Masters, Accountancy

Rutgers, The State University of New Jersey-Newark   1994 — 1998
Bachelors, Accounting

Seton Hall Preparatory School   1989 — 1993
HS Diploma, College Preparatory

Chris Posey Chris Posey Greater Denver Area Details
Chris Posey's UBS Wealth Management Experience January 2007 - January 2009
Job Finance Manager
Industry Broadcast Media
Experience
Dish Network  May 2014 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A.   February 2014 - May 2014
Bank of the West  March 2009 - February 2014
UBS Wealth Management   January 2007 - January 2009
Ford Motor Company  January 2005 - January 2007
Ford Motor Company  January 2002 - January 2005
Ford Motor Company  January 2000 - January 2002
Ford Motor Company  January 1999 - January 2000
Plast-O-Meric, Inc   January 1995 - January 1998
Plast-O-Meric, Inc   January 1993 - January 1995

Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Portfolio Management, Risk Management, Investments, Credit, Corporate Finance, Financial Reporting, Banking, Credit Analysis, Financial Services, Process Improvement, Valuation, Forecasting, Management, Financial Planning, Analysis

Education
The University of Chicago - Booth School of Business   1997 — 1999
Master of Business Administration (MBA), Analytic Finance and Strategic Management

Rose-Hulman Institute of Technology   1989 — 1993
Bachelor’s Degree, Chemical Engineering

Kari Shih, PMP, ITIL Kari Shih, PMP, ITIL Greater New York City Area Details
Kari Shih, PMP, ITIL's UBS Wealth Management Experience July 2006 - July 2008
Job Project Portfolio Manager
Industry Medical Devices
Experience
Stryker  August 2013 - Present
Morgan Stanley  March 2012 - July 2013
UBS Investment Bank  October 2010 - March 2012
UBS Financial Services  July 2006 - October 2010
UBS Wealth Management   July 2006 - July 2008
NYS Office of the State Comptroller  2003 - 2006

Skills
Project Management, Data Center, Cross-functional Team..., Business Analysis, PMO, PMP, Project Portfolio..., Product Management, Microsoft Office, Team Management, Virtual Teams, Business Networking, Vendor Management..., Contract Negotiation, ITIL Certified, Six Sigma, Vendor Management

Education
2016 Candidate   2015 — 2019
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Rensselaer Polytechnic Institute - The Lally School of Management and Technology   2002 — 2006
BS, MIS/Finance/Psychology

Tabor Academy   1999 — 2002

Bradley Shaw Bradley Shaw Greater New York City Area Details
Bradley Shaw's UBS Wealth Management Experience April 2012 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2012 - Present
Witter Partners   January 2011 - March 2012
Morgan Stanley Smith Barney  January 1999 - June 2010
Legg Mason  2006 - 2008
Smith Barney  January 1995 - January 1999
Smith Barney  January 1994 - January 1995
Arthur Anderson  January 1992 - January 1994

Skills
Securities License 7,..., Equities, Economics, Banking, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, Finance, Asset Management

Education
Roger Williams University
BS, Business Administration / Minor - Finance & Economics

Alex Ros Alex Ros Greater New York City Area Details
Alex Ros's UBS Wealth Management Experience April 2006 - June 2011
Job Business Analytics and Reporting Mgr
Industry Internet
Experience
LexisNexis  June 2011 - Present
UBS Wealth Management   April 2006 - June 2011
Avaya  January 2005 - April 2006

Skills
Finance, Financial Modeling, Financial Analysis, Financial Reporting, Business Analysis, Corporate Finance, Variance Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Economics

Seton Hall University

Nathan Lipkin Nathan Lipkin Greater New York City Area Details
Nathan Lipkin's UBS Wealth Management Experience August 2006 - September 2007
Job Sr. Programmer/Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  March 2015 - Present
UPS  March 2013 - February 2015
AIG  November 2007 - February 2013
UBS Wealth Management   August 2006 - September 2007
AXA Advisors  September 2000 - November 2005
UNITED RETAIL GROUP, INC  November 1998 - September 2000

Skills
JCL, Fileaid, CICS, VSAM, COBOL, TSO, Endeavor, DB2, SDLC, Visio, SQL, Systems Analysis, Unix, Unix Shell Scripting, Testing, Xpediter, COBOLII, MVS, Disaster Recovery, Mainframe, IBM Mainframe, SAS, z/OS, Business Analysis

Education
Rigas Tehniska Universitate
Master, Chemical Engineering

Vadim Kushnir Vadim Kushnir Hoboken, New Jersey Details
Vadim Kushnir's UBS Wealth Management Experience July 2009 - September 2009
Job Vice President at Merrill Lynch & Co.
Industry Banking
Experience
Merrill Lynch  March 2015 - Present
Merrill Lynch  April 2012 - July 2015
Merrill Lynch  August 2010 - April 2012
Novo Nordisk A/S  April 2008 - April 2010
UBS Wealth Management   July 2009 - September 2009

Skills
Business Analysis, Competitive Analysis, Project Management, Business Strategy, Wealth Management, Data Analysis, Strategic Planning, Microsoft Excel, Analysis, Strategy, Financial Analysis, Management, Microsoft Office, Financial Modeling, Finance, PowerPoint, Research

Education
Rutgers University-New Brunswick   2008 — 2010
BA, Economics

Rutgers University   2005 — 2010
Bachelor of Arts, Economics

Sangita Dutta Sangita Dutta Greater New York City Area Details
Sangita Dutta's UBS Wealth Management Experience May 2007 - October 2011
Job Capital Markets Business Advisory
Industry Financial Services
Experience
RBC Capital Markets  May 2015 - Present
CIT  January 2014 - April 2015
CIT  October 2011 - December 2013
UBS Wealth Management   May 2007 - October 2011
Merrill Lynch  August 2006 - April 2007
Merrill Lynch  October 2005 - August 2006

Skills
Corporate Finance, Strategic Financial..., Process Improvement, Data Analysis, Business Strategy, Forecasting, Annual Planning, Corporate FP&A, Strategic Decision..., Strategic Finance, Financial Process..., Financial Strategy, Board of Directors..., Financial Modeling

Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Accounting and Finance

Rutgers, The State University of New Jersey-New Brunswick   2002 — 2006
Economics and Cell Biology & Neuroscience

Michele Astbury Michele Astbury Greater New York City Area Details
Michele Astbury's UBS Wealth Management Experience August 2001 - Present
Job Head of Leadership & Talent Delivery at UBS
Industry Financial Services
Experience
UBS  July 2012 - Present
UBS Wealth Management   August 2001 - Present
UBS Financial Services Inc.  2001 - Present
Merrill Lynch  April 1992 - August 2001

Skills
Training, Series 7, Mutual Funds, Leadership, Series 63, Financial Services, Wealth Management, Leadership Development, Organizational..., Succession Planning, Performance Management, Executive Coaching, Recruiting, Coaching, Talent Management, Change Management, Instructional Design, Organizational..., Onboarding, Training Delivery, Workshop Facilitation, Employee Engagement

Education
Rider University   1986 — 1990
Bachelor of Arts (B.A.), Elementary Education and Teaching

Maritza Byrne Maritza Byrne Greater New York City Area Details
Maritza Byrne's UBS Wealth Management Experience July 2007 - Present
Job Associate Director of Compliance at UBS Wealth Management
Industry Legal Services
Experience
UBS Wealth Management   July 2007 - Present
UBS  2007 - Present
McCusker, Anselmi, Rosen, Carvelli & Walsh   May 2000 - June 2007
Pitney, Hardin, Kipp & Szuch   September 1992 - May 2000
Day Pitney LLP  1992 - 2000

Skills
Eagleton Institute of..., Fellowship, Politics and Public..., Speak, read and write..., Politics, AML

Education
Rutgers University School of Law - Newark   1989 — 1992
Juris Doctorate

Rutgers University-New Brunswick   1985 — 1989
BA, English, Political Science

Earl Barnes Earl Barnes Greater New York City Area Details
Earl Barnes's UBS Wealth Management Experience February 2005 - January 2008
Job VP Production Support and Database Services Manager at Sumitomo Trust & Bank
Industry Financial Services
Experience
Sumitomo Mitsui Trust and Bank (USA)   February 2012 - Present
OpenPeak  June 2011 - October 2011
UBS  February 2008 - June 2011
UBS Wealth Management   February 2005 - January 2008
UBS Wealth Management   February 2002 - January 2005
Hewlett-Packard  February 2000 - January 2002
PaineWebber  July 1997 - January 2000
Panasonic  February 1997 - June 1997
Prudential, Capital Management Group   February 1993 - January 1997
Prudential, Individual Insurance   October 1990 - January 1993

Skills
Disaster Recovery, Oracle, Sybase, IT Management, Microsoft SQL Server, SQL, Performance Tuning, IT Strategy, SDLC, Vendor Management, Unix, Data Modeling, SQL Tuning, Business Analysis, Informix, Cassandra, Autosys, BMC Patrol, EMC Storage, Technical Writing, Team Leadership, Account Management, Change Management, Problem Management, Incident Management, Databases, Data Center, Shell Scripting, Infrastructure, Service Delivery, Database Design, Business Intelligence

Education
Rutgers University-New Brunswick   1986 — 1990
BA

David Solinas David Solinas Greater New York City Area Details
David Solinas's UBS Wealth Management Experience 1995 - 2006
Job Senior Imaging Administrator at Spectra Laboratories
Industry Financial Services
Experience
Spectra Laboratories  December 2008 - Present
Citi  July 2006 - March 2008
UBS  January 1995 - July 2006
UBS Wealth Management   1995 - 2006
Amerop Sugar   September 1990 - January 1995

Education
Rutgers University-New Brunswick   1987 — 1991
Masters, Computer Science

University of California, Berkeley   1982 — 1986
Bachelors, Computer Science

Ronnie Wang Ronnie Wang Greater New York City Area Details
Ronnie Wang's UBS Wealth Management Experience July 1998 - Present
Job Development Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 1998 - Present
Bristol-Myers Squibb  November 1997 - June 1998
Carter Wallace  December 1996 - June 1997

Skills
Offshoring, Project Management, Project Portfolio..., COBOL, SQL, Business Requirements, Websphere, Visio, CICS, Database Design, DB2, SDLC, Requirements Analysis, Requirements Gathering, Process Improvement, Business Process, Analysis, Data Warehousing, TSO

Education
Rutgers, The State University of New Jersey-New Brunswick   1992 — 1996
Bachelor of Engineering (B.Eng.), Packaging Science

Dennis Haloulos Dennis Haloulos Greater Philadelphia Area Details
Dennis Haloulos's UBS Wealth Management Experience May 2004 - August 2004
Job Owner & Operator at New Berlin Diner
Industry Restaurants
Experience
Restauranteur   October 2014 - Present
Delaware Valley Purchasing Group   March 2009 - January 2015
The New Berlin Diner   May 2008 - October 2014
Johnson & Johnson  December 2005 - May 2008
Tyco International  May 2005 - November 2005
New Geets Diner   1998 - 2005
UBS Wealth Management   May 2004 - August 2004

Skills
Financial Analysis, Financial Modeling, Forecasting, Restaurants, Entrepreneurship, Restaurant Management, Sales Growth, Customer Service, Finance, P&L, Strategic Financial..., Leadership, Income Statement, Budgets, Sales, Business Planning, Microsoft Excel, Microsoft Office

Education
Rutgers, The State University of New Jersey-New Brunswick   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Cherokee

Dan McEachern Dan McEachern Elkhart, Indiana Details
Dan McEachern's UBS Wealth Management Experience April 2007 - August 2009
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank NA  August 2014 - Present
JPMorgan Chase  December 2013 - July 2014
Fifth Third Securities  July 2012 - December 2013
Merrill Lynch  August 2009 - July 2012
PGA of America  April 2001 - June 2011
UBS Wealth Management   April 2007 - August 2009
The Country Club of Orlando   May 2001 - February 2007

Education
Rollins College   1992 — 1997
BA, Economics

Canterbury HS   1990 — 1992

Brian Zjawiony Brian Zjawiony Greater Minneapolis-St. Paul Area Details
Brian Zjawiony's UBS Wealth Management Experience October 2004 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors  July 2008 - Present
UBS Wealth Management   October 2004 - November 2007

Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Financial Modeling

Education
Rider University   1996 — 2000
Bachelor's, Finance

Dominick Alfano Dominick Alfano Greater New York City Area Details
Dominick Alfano's UBS Wealth Management Experience January 2005 - November 2007
Job Trust Specialist at Comerica Bank
Industry Financial Services
Experience
Comerica Bank  February 2010 - Present
UBS Wealth Management   January 2005 - November 2007

Education
Rutgers University-New Brunswick   1978 — 1982

Andrew Faller Andrew Faller Greater New York City Area Details
Andrew Faller's UBS Wealth Management Experience March 2007 - December 2008
Job Financial advisor at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management  March 2008 - December 2008
UBS Wealth Management   March 2007 - December 2008
New York Life Retirement Consulting Group   January 2006 - March 2007
2006  January 2006 - December 2006
Prudential Financial  January 1999 - January 2005
Prudential  January 2001 - January 2004
Prudential  January 1999 - January 2001

Education
Rutgers University
B.A, Political Science

Rutgers University-New Brunswick

Sung I. Hong Sung I. Hong Greater New York City Area Details
Sung I. Hong's UBS Wealth Management Experience April 2009 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   April 2009 - Present
UBS Wealth Management   May 2006 - April 2009
Prudential Investments  September 1998 - July 2005
Prudential Financial  1998 - 2005

Skills
Series 7, Equities, Fixed Income, Mutual Funds, Investments

Education
Rutgers University-New Brunswick   1993 — 1998
B.A., Economics

Andrew Waldron Andrew Waldron Greater New York City Area Details
Andrew Waldron's UBS Wealth Management Experience November 2013 - Present
Job Senior Billing Analyst, Reconciliations, Client Reporting & Investment Performance at UBS
Industry Financial Services
Experience
UBS Wealth Management   November 2013 - Present
UBS Wealth Management   January 2011 - Present
UBS Wealth Management   October 2009 - January 2011
Orient Corporation of America   April 2007 - August 2009

Skills
Microsoft Excel, Microsoft Word, Business Analysis, PeopleSoft, Analysis, Account Reconciliation, Customer Service, Microsoft Office, Accounting, Financial Analysis, Financial Reporting, Process Improvement, Outlook, PowerPoint, Data Analysis, Invoicing, Accounts Receivable, Accounts Payable, Training

Education
Rowan University   2002 — 2006
Bachelor of Science, Marketing

Adam Galbraith Adam Galbraith Greater New York City Area Details
Adam Galbraith's UBS Wealth Management Experience March 2015 - Present
Job Software and Product Manager at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   March 2015 - Present
UBS Wealth Management   June 2011 - March 2015
Deutsche Bank ­ Platform Services   February 2011 - June 2011
Deutsche Bank ­ Platform Services   June 2010 - February 2011
Deutsche Bank ­ Foundation Services   September 2009 - May 2010
Deutsche Bank  June 2008 - August 2008
Primary Productions   October 2006 - June 2008

Skills
Cloud Computing, Human Computer..., Enterprise Software, Virtualization, Integration, SDLC, Strategy, Web Development, Leadership, Unix, Distributed Systems, Web Applications, Databases, Architectures, Agile Methodologies, SOA, Enterprise Architecture

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   2005 — 2009
Bachelors, Information Technology and Science Technology Studies

Andy Beck Andy Beck Greater New York City Area Details
Andy Beck's UBS Wealth Management Experience April 2011 - April 2013
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - Present
UBS Wealth Management   April 2011 - April 2013
Morgan Stanley Smith Barney  June 2009 - May 2010
Citi  February 2004 - June 2009
Smith Barney  October 1995 - February 2004
Shearson Lehman Brothers  July 1990 - October 1995

Skills
Wealth Management, Deferred Compensation, Mutual Funds, Employee Benefits, Succession Planning, Talent Management, Series 7, Performance Management, Series 63, Human Resources, Employee Relations, HRIS, Mergers & Acquisitions, Workforce Planning, Strategy, Change Management, Leadership, Personnel Management, Executive Management, Financial Services, Investments, Vendor Management, Asset Management, Hedge Funds, Equities, Portfolio Management, FINRA, Management, Alternative Investments, Retirement Planning, Securities, HR Policies, Organizational Design, Business Strategy, Insurance, Recruiting, Strategic Planning, Risk Management, Investment Banking, Strategic Financial..., Relationship Management, 401k, Banking, Capital Markets, Private Banking, Pensions, Onboarding

Education
Rider University   1986 — 1990
BS, Human Resources Management, Management and Organizational Behavior

Robert Viscomi Robert Viscomi Greenville, South Carolina Area Details
Robert Viscomi's UBS Wealth Management Experience September 1995 - January 2010
Job Senior Java Developer at Advance America
Industry Information Technology and Services
Experience
Advance America  December 2013 - Present
Infor  April 2011 - December 2013
Advance America  January 2010 - April 2011
UBS Wealth Management   September 1995 - January 2010
Letraset   1989 - 1991

Skills
SQL, Java, Ant, Maven, Business Process, Agile Methodologies, Continuous Integration, Java Enterprise Edition, SDLC, Web Services, XML, Spring, Management, Oracle, Servlets, Process Improvement, Unix, Application Architecture, Hibernate, REST, Tomcat, Data Analysis, JSP, Software Development, JBoss Application Server, SOA, Websphere, Weblogic

Education
Rutgers University-New Brunswick   1985 — 1988
Economics

Michelle Agostinho Michelle Agostinho Greater New York City Area Details
Michelle Agostinho's UBS Wealth Management Experience August 2004 - February 2006
Job Manager, Foreign Exchange at Celgene
Industry Pharmaceuticals
Experience
Celgene  September 2010 - Present
sanofi-aventis  February 2006 - September 2010
UBS Wealth Management   August 2004 - February 2006

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2009
Master of Business Administration (M.B.A.), Global Management

Seton Hall University   2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General

Joseph E. Chiovarou, Jr. Joseph E. Chiovarou, Jr. Charleston, South Carolina Area Details
Joseph E. Chiovarou, Jr.'s UBS Wealth Management Experience June 2003 - September 2007
Job VP of Engineering Solutions (Certified Outsourcing Professional)
Industry Information Technology and Services
Experience
Epic Software Development   January 2015 - Present
TEAM International  2008 - October 2014
Wachovia Securities Financial Network  September 2007 - September 2008
UBS Wealth Management   June 2003 - September 2007
Blackbaud  May 2001 - May 2003
Gartner  January 1999 - May 2001

Skills
Global Business..., Technology Design &..., SDLC Management, Outsourcing, Sales & Marketing, Entrepreneurship, Innovation Development, Budget & Cost Control, Program Management, Offshoring, Customer Acquisition, Branding, Start-up Operations, Client Relations, CRM, Consulting, Start-ups, SaaS, Business Development, Strategic Planning, Analytics, Strategy, Enterprise Software, Cross-functional Team..., Business Intelligence, Solution Selling, Project Management

Education
Rider University   1986 — 1989
Master of Business Administration (M.B.A.), Finance

Rider University   1980 — 1984
Bachelor's Degree, Finance/Computer Science and Decision Sciences

Ailynne San Juan Ailynne San Juan Greater New York City Area Details
Ailynne San Juan's UBS Wealth Management Experience March 2014 - Present
Job Associate Director, Marketing Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   March 2014 - Present
UBS Wealth Management   January 2010 - February 2014
UBS Wealth Management   September 2005 - December 2009
Prudential Insurance  March 2000 - September 2005

Skills
Series 7, Marketing Communications, Financial Services, Equities, Series 63, Marketing Strategy, Management, Wealth Management, Portfolio Management, Risk Management, Business Analysis, Investments, Marketing, Relationship Management, Project Management, Securities

Education
Rutgers Graduate School of Management
MBA, Marketing/Marketing Management, General

Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology and Communication

Cranford High School

Robert Cusano Robert Cusano Hartford, Connecticut Area Details
Robert Cusano's UBS Wealth Management Experience May 2000 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   May 2000 - Present

Education
Rensselaer Polytechnic Institute at Hartford   1990 — 1994
MBA

The University of Connecticut School of Business   1983 — 1987
Bachelor of Science, Finance

Dan Meehan, CFP®, CPWA®, CRPS® Dan Meehan, CFP®, CPWA®, CRPS® Greater Philadelphia Area Details
Dan Meehan, CFP®, CPWA®, CRPS®'s UBS Wealth Management Experience May 2012 - Present
Job Vice President Wealth Management, Senior Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management   May 2012 - Present
Morgan Stanley Wealth Management  January 2011 - 2012
Morgan Stanley Smith Barney  2005 - 2011

Education
The University of Chicago Booth School of Business   2013 — 2013
CERTIFIED PRIVATE WEALTH ADVISOR, Financial Planning and Services

Rowan University
Bachelor of Science (B.S.), Finance, General

Washington Township High School

Mark Peisecki Mark Peisecki Greater New York City Area Details
Mark Peisecki's UBS Wealth Management Experience June 2014 - August 2014
Job JD Candidate
Industry Accounting
Experience
UBS Wealth Management   June 2014 - August 2014
Viacom  March 2011 - September 2012
Deloitte & Touche  September 2009 - March 2011

Skills
Financial Reporting, Accounting, Financial Analysis, US GAAP, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Internal Controls, Auditing, GAAP, QuickBooks, Microsoft Excel, Account Reconciliation, Financial Modeling, Tax

Education
Rutgers University School of Law - Newark   2013 — 2016

Seton Hall University   2005 — 2009
Bachelor's degree, Majors: Finance/Accounting; Minor: Economics

Valiant Abello Valiant Abello Greater New York City Area Details
Valiant Abello's UBS Wealth Management Experience May 2011 - September 2013
Job Compliance Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management  September 2013 - Present
UBS Wealth Management   May 2011 - September 2013
DEUTSCHE BANK ALEX.BROWN   February 2009 - May 2011
HSBC SECURITIES (USA) INC   June 2007 - December 2008
AXA EQUITABLE, INC   August 2005 - June 2007
HOUSEHOLD INTERNATIONAL, LLC   February 2003 - May 2005
METROPOLITAN LIFE INSURANCE  February 2002 - February 2003

Skills
Investments, Investment Advisory, Complaint Management, Securities, Mutual Funds, FINRA, Wealth Management, Licensing, Series 7, Series 24, Uniform Combined State..., Series 63, AML, Equities, Financial Risk, Fixed Annuities, KYC, Fixed Income, Asset Managment, Hedge Funds, Alternative Investments, Investment Advisers Act, 1940 Act, Investment Compliance, Compliance Procedures, Regulatory Examinations, Asset Management, Options, Financial Services, Finance, ETFs, Wealth Management..., Investment Management, Fund Of Funds, Separately Managed..., Securities Regulation, Structured Products, Trading, Retirement, Anti Money Laundering

Education
Rider University   1998 — 2001
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION

Rider University   1998 — 2001

Manny Fonseca Manny Fonseca Greater New York City Area Details
Manny Fonseca's UBS Wealth Management Experience June 1999 - June 2006
Job Head of Consulting Services Programs
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - Present
JPMorgan Chase  July 2012 - June 2013
Merrill Lynch  July 2006 - July 2012
UBS Wealth Management   June 1999 - June 2006

Skills
Mutual Funds, Wealth Management, Product Management, CIMA, Product Development, Financial Services, Certified Financial..., Business Development, Investment Management, Asset Allocation, Investment Strategies, ETFs, Series 7, Series 66, Series 24, Managed Accounts, Investment Advisory

Education
Rutgers, The State University of New Jersey-Newark   2002 — 2004
Master of Business Administration (MBA)

Rutgers, The State University of New Jersey-New Brunswick   1995 — 1999
Bachelor of Arts (BA), Economics

Ken Farkas Ken Farkas Greater New York City Area Details
Ken Farkas's UBS Wealth Management Experience 2002 - 2006
Job Franchise Owner/Manager at 1800PACKRAT
Industry Warehousing
Experience
1800PACKRAT   January 2006 - January 2014
UBS Wealth Management   2002 - 2006
Merrill Lynch  1979 - 2002

Skills
Mergers, Operations Management, Strategic Planning, Vendor Management, Business Strategy, New Business Development, Project Management, Business Planning, Business Development, Budgets, Customer Service, Management, Business Process..., Process Improvement, Project Planning, Marketing, Back Office, Change Management, Sales Operations, Start-ups, Finance, Mergers & Acquisitions, Series 7, Cross-functional Team..., Portfolio Management, Sales Management, Product Management, Leadership

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Psychology and Journalism, A average

Matthew Levinson Matthew Levinson Greater New York City Area Details
Matthew Levinson's UBS Wealth Management Experience April 2001 - March 2005
Job SVP Finance at Bank of New Jersey
Industry Financial Services
Experience
Bank of New Jersey  April 2015 - Present
ED&F Man Capital Markets   November 2012 - April 2015
ABN AMRO Securities (USA) LLC   October 2009 - November 2012
Fairfield Heatcliff Capital LLC   August 2006 - October 2009
Mizuho Securities  March 2005 - August 2006
UBS Wealth Management   April 2001 - March 2005
Ernst & Young  November 1995 - April 2001
New York Stock Exchange  July 1992 - November 1995

Skills
Finance, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Financial Analysis, Financial Modeling, Equities, Risk Management, Investments, Securities, Fixed Income, Asset Managment, Management, Series 7

Education
Ramapo College of New Jersey   1987 — 1992
BS, Accounting

Glenda Dietz Glenda Dietz Greater New York City Area Details
Glenda Dietz's UBS Wealth Management Experience February 2005 - July 2010
Job Associate Director Contact Ctr. Strategy/Training & Business Compliance at Novartis
Industry Financial Services
Experience
Novartis  November 2012 - Present
Novartis  January 2011 - November 2012
Novartis Consumer Health  July 2010 - January 2011
UBS Wealth Management   February 2005 - July 2010
UBS FInancial Services Inc  2005 - 2010
AT&T  1995 - 2005

Education
Rutgers University-New Brunswick   1991 — 1995
BA, Spanish

Mark Wrightington Mark Wrightington Greater New York City Area Details
Mark Wrightington's UBS Wealth Management Experience 1987 - 2001
Job Sr. Business Analyst / Project Manager
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  June 2009 - Present
Various Non Profit Organizations  2000 - Present
Boy Scouts of America  2011 - 2015
Boy Scouts of America  2011 - 2015
Smith Barney  July 2001 - June 2009
UBS Wealth Management   1987 - 2001
Thomson McKinnon Securities  1986 - 1987
Mellon Financial Services Corp   1980 - 1986

Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Project Portfolio..., Program Management, SDLC, Financial Services, PMO, Visio, Management, IT Strategy, Process Improvement, Software Project..., Analysis, Banking, Integration, Mainframe, Business Process..., User Acceptance Testing, Analytics, Capital Markets, Business Process..., Change Management, Leadership, Disaster Recovery, Access, COBOL, SharePoint, IT Management, Project Delivery, SQL, Outsourcing, Governance, Product Management, CRM, Business Intelligence, PMP, Systems Analysis, Enterprise Architecture, Resource Management, Business Analysis, Vendor Management, Equities, Fixed Income, Risk Management, Strategic Planning

Education
Rowan University   1977 — 1980
Political Science, Criminal Justice

Rowan University   1977 — 1980
Political Science and Government

Yulia Tyshchuk Yulia Tyshchuk Greater New York City Area Details
Yulia Tyshchuk's UBS Wealth Management Experience March 2008 - August 2010
Job Researcher at United States Military Academy
Industry Research
Experience
United States Military Academy  February 2015 - Present
Rensselaer Polytechnic Institute  January 2011 - December 2014
UBS Wealth Management   March 2008 - August 2010
JPMorgan Chase  June 2006 - August 2006
United Technologies  June 2005 - January 2006

Skills
Social Network Analysis, Qualitative Research, Quantitative Research, Behavioral Modeling, Creative Solutions, Data Analysis, Data Mining, R, Statistical Modeling, Research, Quantitative Analytics, Statistics, Policy, Python, Project Management, Mathematical Modeling, Machine Learning, Analysis, LaTeX, Matlab

Education
Rensselaer Polytechnic Institute   2010 — 2014
Doctor of Philosophy (Ph.D.), Decision Sciences and Engineering Systems

Rensselaer Polytechnic Institute   2003 — 2008
Bachelor's degree, Industrial Engineering; Management

Vincent Rippon Vincent Rippon Greater New York City Area Details
Vincent Rippon's UBS Wealth Management Experience AVPUBS1998 - 2009
Job Senior Network Design Engineer at AT&T
Industry Financial Services
Experience
UBS Wealth Management   AVPUBS1998 - 2009
Dow Jones Telerate  1987 - 1998

Skills
Market Data, Fixed Income, Equities, Project Management, Trading Systems, Business Analysis, Derivatives, IT Strategy, Financial Markets, Asset Management, Financial Services, Vendor Management, Strategic Planning, Data Center, Electronic Trading, Investment Banking, Process Improvement, SDLC, Integration, Change Management, Low Latency, Disaster Recovery, Program Management, Management, Risk Management, Enterprise Architecture

Education
Ramapo College of New Jersey

Edgardo Santiago Edgardo Santiago Greater New York City Area Details
Edgardo Santiago's UBS Wealth Management Experience May 2005 - June 2012
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2012 - Present
UBS Wealth Management   May 2005 - June 2012
Citigroup  December 2001 - April 2005
Safra Group   August 2000 - October 2001

Education
Rutgers University-New Brunswick   1990 — 1994
BA

Clauter A. Charleston, CAIA Clauter A. Charleston, CAIA Greater New York City Area Details
Clauter A. Charleston, CAIA's UBS Wealth Management Experience July 2008 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch  January 2014 - Present
Merrill Lynch  July 2010 - January 2014
UBS Wealth Management   July 2008 - April 2009
Zdenek Financial Plannning, LLC   May 2007 - May 2008

Skills
Series 7, Alternative Investments, Hedge Funds, Private Equity, Financial Services, Asset Allocation, Finance

Education
Rutgers University-New Brunswick   2005 — 2008
Finance, Finance, Economics

Ashwin Venkateswaran Ashwin Venkateswaran Greater New York City Area Details
Ashwin Venkateswaran's UBS Wealth Management Experience May 2006 - Present
Job Infrastructure Expert | ITIL v3 | Six Sigma | UNIX Administration | EMC SAN Storage | PMP Pending
Industry Financial Services
Experience
UBS Wealth Management   May 2006 - Present
Comrise  2001 - 2006
Waltech Inc  2000 - 2001

Skills
Disaster Recovery, ITIL, Linux, Enterprise Architecture, Data Center, High Availability, IT Management, Virtualization, IT Service Management, IT Strategy, Business Continuity, Business Strategy, Business Analysis, SPSS, Microsoft Office, Oracle Solaris, Oracle Solaris 10

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2012 — 2014
Master of Business Administration (MBA), 3.956

University of Pune   1994 — 1998
Bachelor's degree, Electronics Engineering

SV Union High School
High School

Jaime Kauffman Jaime Kauffman Greater New York City Area Details
Jaime Kauffman's UBS Wealth Management Experience July 2001 - Present
Job Director
Industry Banking
Experience
UBS Wealth Management   July 2001 - Present

Education
Rider University   1997 — 2001
Bus Admin

Lauren Ogle Lauren Ogle New York, New York Details
Lauren Ogle's UBS Wealth Management Experience 2007 - 2010
Job Head of Marketing and Events
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation  May 2013 - Present
UBS Financial Services Inc.  March 2010 - April 2013
UBS Wealth Management   2007 - 2010
UBS Wealth Management   July 2005 - April 2007

Skills
Strategic Planning, Marketing, Coaching, Marketing Communications, Series 7, Business Analysis, Wealth Management, Relationship Management, Brand Development, Public Speaking, Business Writing, Series 24, Social Media Marketing, Advertising, Leadership, Management, Project Management

Education
Stevens Institute of Technology   2010 — 2012
Master of Information Science (M.I.S.), Information Systems and Technology Management, 3.8

Rutgers, The State University of New Jersey-New Brunswick   2001 — 2005
BA, Journalism and Media Studies, 3.85

Shengkai Qu Shengkai Qu Greater New York City Area Details
Shengkai Qu's UBS Wealth Management Experience September 2000 - June 2006
Job Director at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ  June 2015 - Present
Morgan Stanley  February 2011 - May 2015
Morgan Stanley  June 2006 - February 2011
UBS Wealth Management   September 2000 - June 2006
International Business Machines  June 1998 - September 2000

Skills
Business Intelligence, QlikView, Data Warehousing, Java, JavaScript, Servlets, Cognos, AJAX Toolkit, Unix, SOAP, Requirements Analysis, Appliance Repair, SOA, Enterprise Software, Dashboard, SDLC, SQL

Education
Rensselaer Polytechnic Institute   1998 — 2000
M.S., Computer science

Stony Brook University   1994 — 1998
B.S., Computer science

amanda glanz amanda glanz Greater New York City Area Details
amanda glanz's UBS Wealth Management Experience December 2008 - Present
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   December 2008 - Present
Merrill Lynch  September 2002 - November 2008

Skills
Wealth Management..., Asset Allocation, Series 7, Mutual Funds, Equities, Investments, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Retirement Planning

Education
Rutgers University – Camden   1995 — 1998
Doctor of Law (J.D.), estate planning

Rutgers University-New Brunswick   1991 — 1995
Bachelor's degree, Psychology

Vikram Bhola Vikram Bhola Greater New York City Area Details
Vikram Bhola's UBS Wealth Management Experience February 2010 - January 2012
Job Director, Alternative Investments at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  September 2014 - Present
UBS  February 2012 - August 2014
UBS Wealth Management   February 2010 - January 2012
UBS  January 2007 - January 2010
Bank of New York Mellon  December 2005 - January 2007
Merck  May 2005 - December 2005
Ortho Biotech  April 2001 - September 2002
Radix  July 2000 - April 2001

Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Back Office, Fund Of Funds, Capital Markets, Derivatives, Wealth Management, Investments, Investment Management, Investment Advisory, Managed Futures, Investment Strategies, Financial Markets, FINRA, Structured Products

Education
Rider University   2001 — 2004
Bachelor of Science in Business Administration, Finance

Ryan Kisken Ryan Kisken Trumbull, Connecticut Details
Ryan Kisken's UBS Wealth Management Experience June 2009 - August 2009
Job Assistant Branch Manager at Hertz
Industry Financial Services
Experience
Hertz  November 2011 - Present
Teavana  October 2010 - November 2011
Roger Williams University  September 2006 - May 2010
UBS Wealth Management   June 2009 - August 2009
AT&T  December 2008 - January 2009
DSA/Encore   June 2007 - August 2007
Aspetuck Valley Country Club  May 2004 - August 2006

Skills
Customer Service, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Outlook, Leadership, Public Speaking, Financial Analysis, Management, Critical Thinking, Social Networking, Marketing, Business Planning, Business Strategy, Customer Satisfaction, Analysis, Teamwork, Finance, Training, Team Leadership, Inventory Management, Data Analysis, Budgets

Education
Roger Williams University   2006 — 2010
Bachelor of Science, Financial Services AASCB

International Education: University of WollongongWollongong   2008 — 2008
Bachelor of Science (BS), Finance, General

Laurie Slobodin-McQuillan Laurie Slobodin-McQuillan Greater New York City Area Details
Laurie Slobodin-McQuillan's UBS Wealth Management Experience July 2015 - Present
Job Executive Assistant, Banking Group at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
UBS Wealth Management   March 2010 - July 2015
Merrill Lynch  2008 - 2010
BlackRock  2004 - 2008
Merrill Lynch  1999 - 2004
Merrill Lynch  1997 - 1999

Skills
Executive Support, Executive Transition, Executive Calendar..., Executive Travel, International Travel, Expense Reports, C Suite, Leadership, Organization Skills, Wealth Management, Hedge Funds, Mutual Funds, Banking, Expense Management, Retirement Planning, Change Management, Marketing, New Business Development, Asset Allocation, Fixed Income, Project Management, Mortgage Lending, Team Building, Strategic Financial..., Portfolio Management, Risk Management, Budgets, Business Strategy, Securities, Asset Management, Financial Services, Marketing Strategy, Investments

Education
Raritan Valley Community College
Associate's degree, Business Administration and Management, General

Timothy Christian School - Piscataway

Brett Berlin Brett Berlin Greater Chicago Area Details
Brett Berlin's UBS Wealth Management Experience March 2013 - July 2013
Job Marketing and Sales at Hansen Realty
Industry Financial Services
Experience
Hansen Realty   November 2013 - Present
UBS Wealth Management   March 2013 - July 2013
Ameriprise Financial Services, Inc.   June 2012 - August 2012
Chicago Board of Trade  June 2011 - August 2011
Chicago Board of Trade  June 2011 - August 2011
InterCall  June 2010 - August 2010
InterCall  June 2009 - August 2009

Skills
Investments, Commodity, Finance, Alternative Investments, Trading, Equity Research, Investment Strategies, Wealth Management, Mutual Funds, Management, Equities, Financial Modeling, Valuation, Economics, Financial Analysis, Options, Derivatives, Portfolio Management, Asset Management, Real Estate, Real Estate Marketing, Real Estate Brokerage

Education
University of Wisconsin-Madison   2009 — 2013
Bachelor, Economics

Roanoke College   2008 — 2009
Economics

The Williston Northampton School   2004 — 2008
Highschool Diploma

Sahr Sweiss Sahr Sweiss Greater Chicago Area Details
Sahr Sweiss's UBS Wealth Management Experience 2007 - 2008
Job Export Marketing and Business Development Officer at the South African Consulate General
Industry Government Relations
Experience
South African Consulate General  October 2012 - Present
South African Consulate General  2009 - 2012
Learning Center, Saint Xavier University   2006 - 2009
UBS Wealth Management   2007 - 2008

Skills
Government, International Relations, Economics, Strategic Planning, Research, New Business Development, Business Strategy, Business Development, International Trade

Education
Roosevelt University   2011 — 2012
MA, Economics

Saint Xavier University   2006 — 2009
BBA and BA, Finance, History, International Studies

John Thoresen John Thoresen Greater New York City Area Details
John Thoresen's UBS Wealth Management Experience June 2008 - Present
Job Associate Director Lead DB2 Database Administrator at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2008 - Present
UBS Wealth Management   May 1999 - June 2008
Polaris Consulting, LLC   November 1990 - June 1992
PaineWebber  December 1986 - November 1990

Skills
Alternative Investments, Bloomberg, Customer Service, DB2, Editing, English, Equities, Event Planning, Fixed Income, HTML, Investments, Java, JavaScript, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Photoshop, Portfolio Management, PowerPoint, Private Banking, Project Management, Research, SQL, Series 7, Social Media, Strategic Planning, Team Building, Wealth Management, Windows

Education
Rutgers University-New Brunswick   1977 — 1982
Bachelor's Degree, Business/Managerial Economics

Suniti Patel Suniti Patel Greater New York City Area Details
Suniti Patel's UBS Wealth Management Experience June 2011 - August 2011
Job Student at Rutgers, The State University of New JerseyNew Brunswick
Industry Financial Services
Experience
UBS Wealth Management   June 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2008 — 2012
B.S., Finance

Alisha Barnes Alisha Barnes Montclair, New Jersey Details
Alisha Barnes's UBS Wealth Management Experience April 2000 - Present
Job Supervisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2000 - Present
Prudential Financial  2005 - 2006

Education
Rutgers University   1994 — 1997
Bachelor of Arts (BA), Psychology

Richard Belli Richard Belli Flemington, New Jersey Details
Richard Belli's UBS Wealth Management Experience
Job Associate director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  

Skills
Investments, Portfolio Management, Risk Management, Banking, Financial Analysis, Business Analysis, Equities, Finance, Leadership, Financial Services

Education
Rutgers University-New Brunswick   1992 — 1996
BA Economics, International Economics

Previous Next

Select page