UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Shaban Hani Shaban Hani Greater New York City Area Details
Shaban Hani's UBS Wealth Management Experience July 2013 - 2013
Job B.S. Materials Engineering
Industry Financial Services
Experience
Empire Wealth Strategies  November 2014 - December 2014
Rutgers University  September 2010 - May 2014
UBS Wealth Management   July 2013 - 2013
Rutgers University  2011 - 2013
AMIPP - Advanced Materials via Immiscible Polymer Processing   June 2012 - August 2012

Skills
Polymers, Research, Composites, Time Management, Engineering, Microsoft Word, Program Management, Interpersonal Skill, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Organizational..., Problem Solving, Analytical Skills, Leadership, Public Speaking, Data Analysis, Customer Service, Event Planning, Management, Statistics, Fundraising, Materials Science, Social Networking, Matlab, Sales, Team Building, Communication, Marketing, Team Leadership, Social Media

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2014
Bachelor of Science (BS), Materials Engineering

Middlesex County Academy for Math, Science, and Engineering Technologies   2006 — 2010
High School, Civil/Mechanical Engineering

Tennille R. McCoy Tennille R. McCoy Greater New York City Area Details
Tennille R. McCoy's UBS Wealth Management Experience June 2015 - Present
Job Director, Human Resources Americas Line Manager Advisory
Industry Human Resources
Experience
UBS Wealth Management   June 2015 - Present
Exit Homebase Realty   August 2008 - Present
ARAMARK  November 2013 - June 2015
Caesars Entertainment Corporation  October 2013 - January 2014
Camden City Public Schools  March 2011 - September 2013
State of New Jersey Governor's Office   October 2002 - November 2010

Skills
Policy Analysis, Public Speaking, Policy, Non-profits, Research, Public Policy, Event Planning, Community Outreach, Government, Public Relations, Fundraising, Organizational..., Media Relations, Strategic Planning, Social Media, Employment Law, Event Management, Microsoft Office, Editing, Corporate Communications, Blackboard, Lexis, Nonprofits, Human Resources, Employee Relations, Leadership Development, Recruiting, Training, Program Management, Community Development, Deferred Compensation, Conflict Resolution, Employee Benefits, Grant Writing, Grants, HR Policies, Interviews, Leadership, Management, Mediation, Negotiation, Performance Management, Personnel Management, Political Campaigns, Politics, Program Development, Social Networking, Staff Development, Volunteer Management, Legislative Relations

Education
Rutgers University-New Brunswick   2006 — 2008
MLER, Labor and Employment Relations

Virginia State University
Bachelor's degree, Public Administration

Patrick Wall Patrick Wall Greater Boston Area Details
Patrick Wall's UBS Wealth Management Experience January 2010 - May 2010
Job Product Marketing Manager at Datawatch Corporation
Industry Computer Software
Experience
Datawatch Corporation  May 2014 - Present
Tibco Spotfire  June 2010 - April 2014
UBS Wealth Management   January 2010 - May 2010
Charles River Laboratories  June 2008 - August 2008

Skills
Analytics, CRM, Pre-sales, Business Intelligence, Business Analysis, Enterprise Software, Leadership, Business Development, Solution Selling, Cloud Computing, Sales Engineering, Salesforce.com, Product Management, Sales Enablement, Lead Generation, Mobile Devices, Mobile Technology, Cloud-based, Metrics Reporting, KPI Dashboards, Dashboard, SaaS

Education
Saint Michael's College   2006 — 2010
Bachelor of Science (BS), Business Administration and Management, Concentration Finance

Sean Jenkins Sean Jenkins Greater New York City Area Details
Sean Jenkins's UBS Wealth Management Experience September 2014 - May 2015
Job Research Analyst at Hedgeye Risk Management, LLC
Industry Financial Services
Experience
Hedgeye Risk Management, LLC  June 2015 - Present
UBS Wealth Management   September 2014 - May 2015
People's United Bank  May 2014 - September 2014
Eastern Bank  May 2013 - September 2013
Team IMPACT, Inc.   October 2011 - June 2013
"Score for a Cure"   August 2012 - May 2013
Dave's Above Ground Pools LLC   May 2010 - August 2012

Skills
Investments, Time Management, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Research, Fluent - German Language, Fluent - Hungarian..., Computer Proficiency, Leadership, Money Management, Non-profit Leadership, Microsoft Word, Market Research, Equities, Technical Analysis, Bloomberg, Point and Figure...

Education
Saint Anselm College   2011 — 2015
Finance Major with German minor and Economics minor, Senior

Saint Anselm College   2011 — 2015
Bachelor's degree, Finance

Elizaveta Reynolds Elizaveta Reynolds Spokane, Washington Details
Elizaveta Reynolds's UBS Wealth Management Experience June 2013 - August 2013
Job Strategy Consultant/Brand Developer
Industry Farming
Experience
The Botanical Group   July 2014 - Present
Global Arena Capital Corp.  January 2014 - May 2014
UBS Wealth Management   June 2013 - August 2013
Alron Realty Corporation   May 2012 - December 2012
Urban Legends   October 2009 - January 2012
EMPIRE ONE TELECOM, INC   August 2008 - April 2009

Skills
Financial Modeling, Valuation, Web Development, Sales, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Public Speaking, Statistics, Communication, Excel, R, Eviews, Market Analysis, Market Research, Risk Assessment, Time management, Strategic Planning, Bloomberg Terminal, Team Building, Probability, Research, Portfolio Management, Investments, Analysis, Financial Analysis

Education
Rutgers, The State University of New Jersey-Newark   2011 — 2014
BA, Economics/Math

Elizabeth Bilotta Elizabeth Bilotta Greater New York City Area Details
Elizabeth Bilotta's UBS Wealth Management Experience January 2010 - May 2010
Job Senior Accountant Citi Private Equity Services
Industry Financial Services
Experience
Citi Private Equity Services, Inc.   December 2014 - Present
JPMorgan Chase  2011 - December 2014
UBS Wealth Management   January 2010 - May 2010
Spectrum Newspaper Sacred Heart University   September 2009 - May 2010
Merrill Lynch  January 2009 - May 2009

Education
SACRED HEART UNIVERSITY, John F. Welch College of Business   2006 — 2010
Bachelor of Science, Finance

Sacred Heart University   2006 — 2010
Bachelor of Science (BS), Finance, General

Robert H. Chen Robert H. Chen New York, New York Details
Robert H. Chen's UBS Wealth Management Experience September 2003 - October 2005
Job VP, Market Risk at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase  June 2015 - Present
Bank of America Merrill Lynch  October 2006 - June 2015
JPMorgan Securities Inc.  October 2005 - October 2006
UBS Wealth Management   September 2003 - October 2005

Skills
Credit Derivatives, Emerging Markets, Structured Products, CMBS, MBS, ABS, CDO

Education
New York University - Leonard N. Stern School of Business
MS, Risk Management

Saint Peter's University
BS, International Business

Marie-Belle Mikue Marie-Belle Mikue Greater New York City Area Details
Marie-Belle Mikue's UBS Wealth Management Experience September 2012 - December 2012
Job Operations Specialist at Stonebridge Advisors
Industry Financial Services
Experience
Stonebridge Advisors LLC   March 2015 - Present
Private Client Resources, LLC  August 2013 - March 2015
Gilman Hill Asset Management   February 2013 - August 2013
Tween Brands  August 2009 - July 2013
UBS Wealth Management   September 2012 - December 2012

Skills
Sales, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Portfolio Center, Outlook, Customer Service, Bloomberg Terminal, SQL, Morningstar, Eviews

Education
Sacred Heart University   2009 — 2013
Bachelor of Science (BS), Finance. Business Economics

Hans Auer Hans Auer Jamestown, New York Area Details
Hans Auer's UBS Wealth Management Experience January 2009 - Present
Job First Vice President, Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2009 - Present
Merrill Lynch  2002 - 2009

Skills
Investments, Series 7, Retirement Planning, Portfolio Management, Strategic Financial..., Securities, Asset Management, Financial Analysis, Fixed Income, Investment Strategies, Wealth Management, Alternative Investments, Estate Planning, Mutual Funds, Separately Managed..., Banking, Budgets, Credit Analysis, Customer Service, Defined Benefit, Due Diligence, Finance, New Business Development, Credit, Insurance

Education
St. Bonaventure University   1989 — 1993
BS, Business Administration

Bryan Ball, CAMS Bryan Ball, CAMS Weehawken, New Jersey Details
Bryan Ball, CAMS's UBS Wealth Management Experience October 2013 - January 2015
Job Americas Head of AML Monitoring Analytics
Industry Financial Services
Experience
UBS  January 2015 - Present
UBS Wealth Management   October 2013 - January 2015
Crowe Horwath LLP  June 2012 - October 2013
Signature Bank  March 2011 - June 2012
Signature Bank  July 2008 - March 2011
Signature Securities Group   June 2008 - July 2008
Monmouth County Prosecutors Office  June 2007 - August 2007

Skills
AML, Financial Services, KYC, Banking, Securities, Investments, Auditing, CAMS, USA PATRIOT Act, Bank Secrecy Act, Compliance, Actimize, Transaction Monitoring, Surveillance, AML Audit, Internal Audit, Internal Controls, Risk Assessment, EDD, CDD, Due Diligence, Financial Institutions, Wealth Management, Brokerage, Core Banking, Correspondent Banking, Data Validation, Problem Solving, Documentation, Research, Microsoft Office, PowerPoint, Outlook, Customer Service, Sanction, Microsoft Excel, Microsoft Word, OFAC, Anti Money Laundering

Education
Rutgers, The State University of New Jersey-Newark   2007 — 2008
Master of Arts (M.A.), Criminal Justice

Richard Stockton College of New Jersey   2004 — 2007
Bachelor of Arts (B.A.), Criminal Justice

John Neal, CFP®, CRPS® John Neal, CFP®, CRPS® Greater New York City Area Details
John Neal, CFP®, CRPS®'s UBS Wealth Management Experience May 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
UBS Wealth Management   June 2013 - May 2015
UBS Wealth Management   October 2011 - June 2013
UBS Wealth Management   January 2001 - March 2012
Idea Evolver   May 2011 - December 2011
Morgan Stanley  April 2010 - October 2011
Morgan Stanley  June 2006 - April 2010
Morgan Stanley  February 2005 - May 2006

Skills
Retirement Planning, Financial Planning, Retirement, Financial Advisory, Finance, Wealth Management..., Wealth, Management, Training, Series 7, Equities, Financial Modeling, Financial Analysis, Mutual Funds, Alternative Investments, Investments, Fixed Income, Wealth Management, Hedge Funds, Bloomberg

Education
Saint Joseph's University - Erivan K. Haub School of Business
BS, Finance

Henry Mroczko Henry Mroczko Greater New York City Area Details
Henry Mroczko's UBS Wealth Management Experience November 2000 - May 2007
Job Director, Recruitment, CLS Bank International
Industry Financial Services
Experience
AIG  November 2012 - November 2013
Pershing  November 2008 - November 2012
BNP Paribas  2007 - 2008
UBS Wealth Management   November 2000 - May 2007
Merrill Lynch  1995 - 2000
Merrill Lynch  1995 - 2000
Merrill Lynch  1995 - 2000

Skills
Talent Acquisition, Talent Management, Onboarding, Applicant Tracking..., Performance Management, Deferred Compensation, HRIS, Employee Relations, Employee Engagement, Recruiting, Human Resources, PeopleSoft, Technical Recruiting, Workforce Planning, Vendor Management, Financial Services, Sourcing, College Recruiting, Change Management, Personnel Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1993 — 1995
MS, Human Resource Management

Rutgers, The State University of New Jersey-New Brunswick   1987 — 1994
BA, Labor Studies, History

Mark Knodel, CFP® CRPC Mark Knodel, CFP® CRPC Houston, Texas Area Details
Mark Knodel, CFP® CRPC's UBS Wealth Management Experience May 1994 - December 2004
Job Financial Advisor at The Noble Group
Industry Financial Services
Experience
The Noble Group. An Independent Firm   November 2008 - Present
Merrill Lynch  December 2004 - November 2008
UBS Wealth Management   May 1994 - December 2004
Lehman Brothers  July 1986 - May 1994
Dean Witter  1985 - 1986

Skills
Series 7, Investment Advisory, Retirement, Wealth Management, Strategic Financial...

Education
Sam Houston State University   1981 — 1984
BA, Business

Michael T. Zangoglia Michael T. Zangoglia New Brunswick, New Jersey Details
Michael T. Zangoglia's UBS Wealth Management Experience September 2014 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2014 - Present
Starr Companies  June 2013 - August 2013
UBS Wealth Management   January 2013 - May 2013

Skills
Investments, Microsoft Excel, Mutual Funds, Alternative Investments, Stata

Education
Rutgers University   2010 — 2014
Bachelor's degree, Economics

Holly Fagan Holly Fagan Greater New York City Area Details
Holly Fagan's UBS Wealth Management Experience June 2000 - August 2007
Job Client Service Analyst onsite at Reckitt Benckiser
Industry Market Research
Experience
IRI  2013 - Present
Perception Research Services  2012 - 2013
Perception Research Services  2010 - 2012
Perception Research Services  2009 - 2010
ECS Inc  2008 - 2009
UBS Wealth Management   June 2000 - August 2007

Skills
Customer Insight, Quantitative Research, Marketing Research, Market Research, Consumer Behaviour, Qualitative Research, Data Analysis, Analytics, Questionnaire Design, SPSS, Marketing, Analysis, Advertising Research, Microsoft Excel, Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008
Bachelors, BS in Finance & Marketing

Abhik Patel Abhik Patel North Brunswick, New Jersey Details
Abhik Patel's UBS Wealth Management Experience September 2014 - Present
Job Estate Management Analyst at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   September 2014 - Present
FDM Group  April 2014 - Present
Renee Systems Inc   September 2013 - February 2014

Skills
MS Project, Unix Shell Scripting, MS Visio, MS Excel Pivot Tables, Oracle SQL Developer, PL/SQL, Microsoft Office, Benefit Cost Analysis, Excel VBA, Gap Analysis, ITIL Certified, Scrum, Feasibility Studies, HTML, System Architecture, Software Project..., Agile Methodologies, SOA Governance, XML, UML Tools, ISEB Business Analysis..., Requirements Analysis, Requirements..., OS Admin, JAD, Data Mapping, Prototype Framework, Business Analysis, SDLC, SharePoint Server, Forecasting, Visio, VBA, Microsoft Project

Education
Rutgers University-New Brunswick
Bachelor's School of Management and Labor Relations/Arts and Sciences, Double Major: Political Science/Labor Studies and Employment Relations

Sergio Cacoilo Sergio Cacoilo Greater New York City Area Details
Sergio Cacoilo's UBS Wealth Management Experience 2004 - April 2009
Job Assistant Vice President, Project Management
Industry Financial Services
Experience
Barclays Capital  October 2009 - Present
UBS Wealth Management   2004 - April 2009
UBS Wealth Management   January 2004 - April 2007
CGI  2005 - 2006
First Genetic Trust  2003 - 2005
CIBC World Market   2002 - 2003
GE Capital / FGIC   2002 - 2003
GE Capital / FGIC   2002 - 2003
Painewebber Inc.  May 1996 - March 2001

Skills
Data Analysis, Project Management, Software Development, Software Design, Software Implementation, Project Portfolio..., Business Process..., Project Delivery, Vendor Management, SDLC, Process Improvement, Risk Management, Business Analysis, Quality Assurance, Product Management, Program Management, Integration, PMP, Budgets, Financial Services, PMO, Change Management, Strategy, Analysis, Software Documentation, Management, Requirements Gathering

Education
Stevens Institute of Technology   1999 — 2006
Masters, Information Systems /Project Management

Rutgers, The State University of New Jersey-Newark   1991 — 1996
BS, Business Adminstration

Jeremy Tomaschik Jeremy Tomaschik Hartford, Connecticut Area Details
Jeremy Tomaschik's UBS Wealth Management Experience September 2004 - August 2007
Job Division Management Director at The Hartford
Industry Insurance
Experience
The Hartford  September 2013 - Present
The Hartford  September 2011 - September 2013
Specialty Risk Services  August 2007 - September 2011
UBS Wealth Management   September 2004 - August 2007
StatPro  2002 - 2004

Skills
Data Analysis, Business Analysis, SDLC, Risk Management, Vendor Management, Insurance, Project Management, Requirements Gathering, Business Strategy, Statistical Data..., Process Improvement, Business Process..., Project Portfolio..., Analytics, Management, Program Management

Education
Rutgers, The State University of New Jersey-Newark   2000 — 2004
MBA, Strategic Management

Susquehanna University   1993 — 1997
Bachelors Degree, Finance

Tom Strumpf Tom Strumpf Greater New York City Area Details
Tom Strumpf's UBS Wealth Management Experience August 2011 - November 2014
Job Release and Deployment Management at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co.   December 2014 - Present
UBS Wealth Management   August 2011 - November 2014
Bank of America  2010 - September 2011
FalconStor Software  2006 - 2010
Merrill Lynch  1995 - 2006
Microbank Software  1992 - 1995

Skills
Change Management, Business Continuity, ITIL, Disaster Recovery, Vendor Management, Enterprise Architecture, Storage Area Networks, Cloud Computing, SharePoint, Storage, SDLC, IT Operations, IT Service Management, Project Portfolio..., Pre-sales, Data Center, Integration, Management, Risk Management, Enterprise Software, PMO, PMP, Incident Management, Virtualization, Software Project..., Business Analysis, Solution Architecture, High Availability, Program Management, Project Management, IT Management, Leadership, Networking, SAN, IT Strategy, Security, Infrastructure, SaaS

Education
DeVry University   1987 — 1990
BS, CIS

Rutgers University-New Brunswick   1984 — 1987
Business Administration

Caitlin Ferguson Caitlin Ferguson Greater New York City Area Details
Caitlin Ferguson's UBS Wealth Management Experience June 2012 - August 2012
Job Attorney Recruiting Assistant
Industry Human Resources
Experience
Morgan, Lewis & Bockius LLP   July 2015 - Present
Morgan, Lewis & Bockius LLP   May 2015 - July 2015
The Estée Lauder Companies Inc.   February 2015 - April 2015
Brown Brothers Harriman  July 2014 - November 2014
Brown Brothers Harriman  June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
UBS Wealth Management   July 2011 - August 2011

Skills
MS Office, Cpr Certified, First Aid, Phone Etiquette, General Correspondence, Human Resources, Microsoft Office, Teamwork, Data Entry, Event Planning, Public Speaking, Social Networking, Facebook

Education
Saint Leo University   2012 — 2014
Bachelor of Arts (BA) Psychology, Human Resources Management/Personnel Administration, General, 3.3

Andy Burns Andy Burns Greater Minneapolis-St. Paul Area Details
Andy Burns's UBS Wealth Management Experience May 2009 - August 2009
Job Sales Consultant at Core Income Advisors
Industry Financial Services
Experience
CORE Income Advisors   August 2013 - Present
CORE Income Advisors   June 2012 - January 2014
St. John's Athletic Department   September 2011 - February 2012
Questar Capital  May 2010 - July 2010
UBS Wealth Management   May 2009 - August 2009

Skills
Social Media Marketing, Management, Insurance, Marketing, Sales, Fixed Income, Variable Annuities, Income Protection, Fixed Annuities

Education
St. John's University   2008 — 2012
Business Management, Business, Management, Marketing, and Related Support Services

Minnetonka High School

Nicholas De Filippo Nicholas De Filippo Greater New York City Area Details
Nicholas De Filippo's UBS Wealth Management Experience February 2007 - Present
Job Product Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS  May 2015 - Present
UBS Wealth Management   February 2007 - Present
Hamilton & Company  2004 - 2007
UBS PaineWebber  December 1999 - June 2004

Skills
Performance Measurement, Risk Analytics, Performance Analysis, Passed CIPM Principles..., Research, GIPS, Bloomberg Terminal, Alternative Investments, Equities, Performance Reporting, Business Analysis, Requirements Gathering, Fixed Income, Mutual Funds, Bloomberg, Analysis, Asset Allocation

Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communications

Andrew Rozov Andrew Rozov Greater New York City Area Details
Andrew Rozov's UBS Wealth Management Experience May 2011 - August 2011
Job Prime Brokerage Analyst at Goldman Sachs
Industry Higher Education
Experience
Goldman Sachs  August 2013 - Present
ION Trading  June 2012 - July 2013
Risk 3.0 Asset Management   February 2012 - May 2012
UBS Wealth Management   May 2011 - August 2011
Lighthouse Financial Group  June 2010 - August 2010
New York Stock Exchange  June 2009 - August 2009

Skills
Bloomberg, Microsoft Excel, Trading, SQL, JavaScript, Portfolio Management, Financial Risk, Strategic Financial..., Management, Business Development, Fluent in Russian, Microsoft Access

Education
Rutgers University   2008 — 2012
Bachelor of Science (BS), Finance, General

Rutgers University School of Business   2008 — 2012
Bachelor of Science (BS), Finance

Fair Lawn High School

Mani Bajwa Mani Bajwa San Francisco Bay Area Details
Mani Bajwa's UBS Wealth Management Experience 2008 - 2010
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  2011 - Present
UBS Wealth Management   2008 - 2010

Education
Saint Mary's College of California
M.S., Financial Analysis & Investment Management

San Jose State University
B.S., Finance

Michael J. Kelly Michael J. Kelly Greater Milwaukee Area Details
Michael J. Kelly's UBS Wealth Management Experience September 2011 - Present
Job Branch Director at UBS Financial Services, Inc./ Helping Financial Advisors Grow and Prosper
Industry Financial Services
Experience
UBS Financial Services, Inc  September 2011 - Present
Great Lakes Retirement Plan Consultants of UBS Financial Services, Inc.   September 2011 - Present
UBS Wealth Management   September 2011 - Present
Raymond James Financial Inc.  October 2009 - September 2011
Robert W. Baird  February 1990 - January 2006
Robert W. Baird & Co.   February 1990 - January 2006
ADP  August 1989 - February 1990
Baxter Healthcare  June 1987 - August 1989
Unisys  July 1983 - May 1987

Skills
Finance

Education
Saint Mary's University of Minnesota   1980 — 1983
B.A., Computer Science/Marketing

Saint Laurence High School   1974 — 1978

Bill Gorman, CFP® Bill Gorman, CFP® Little Rock, Arkansas Area Details
Bill Gorman, CFP®'s UBS Wealth Management Experience 2004 - 2006
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2006 - Present
UBS Wealth Management   2004 - 2006
Atlantic Data Services  1997 - 1998
Alltel Information Services  1990 - 1996
ALLTEL Information Services  1990 - 1996
Chase Manhattan Corporation  1985 - 1990

Education
Saint Bonaventure University   1977 — 1981
B.B.A., Finance

Pittsburgh Central Catholic High School   1973 — 1977

David LaCasse David LaCasse Greater New York City Area Details
David LaCasse's UBS Wealth Management Experience December 2007 - August 2008
Job Team Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2015 - Present
TIAA-CREF  July 2012 - February 2015
NYC Health and Hospitals Corporation  October 2011 - April 2012
Capgemini  January 2011 - May 2011
First New York Securities LLC  December 2010 - January 2011
Barclays Wealth  August 2010 - November 2010
iKindi   January 2010 - August 2010
Merrill Lynch  June 2009 - September 2009
IntegriDATA   August 2008 - February 2009
UBS Wealth Management   December 2007 - August 2008

Skills
Bloomberg Data License, Bloomberg Software, Eagle PACE, Portia, Advent Geneva, MS, Microsoft Office, Informatica, Charles River IMS, Golden Source, SQL, Toad, Investran, Omgeo Oasys, FIX, Fixed Income, CDS, FX Options, FX trading, FX Hedging, FX Derivatives, Equities, Private Equity, Hedge Funds, Bank Debt, Municipal Bonds, High Yield Bonds, Cash Management, GIC, Operations Management, Market Data, Process Improvement, Middle Office, Capital Markets, Bonds, Portfolio Management, Derivatives, Investments, Finance, Bloomberg, Asset Management, Trading, Trading Systems, Securities, Settlement, Business Analysis, Corporate Actions, Back Office, SDLC, Analysis

Education
Rutgers, The State University of New Jersey-Newark   1991 — 1992
Bachelor of Science, Finance

Vince Crimaldi Vince Crimaldi Greater Philadelphia Area Details
Vince Crimaldi's UBS Wealth Management Experience January 2006 - March 2007
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  March 2007 - Present
Morgan Stanley  March 2007 - February 2010
UBS Wealth Management   January 2006 - March 2007
Merrill Lynch  July 1981 - December 2004

Skills
Risk Management, Compliance, Securities, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investments, Equities, FINRA, Mutual Funds, Asset Management, Banking, Financial Services, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Advisory, Derivatives, Bonds, Investment Banking, Options, Investment Management, Trading, Financial Markets, Financial Risk, Financial Planning

Education
Saint Joseph's University   1978 — 1983
Accounting

Josh Gessler Josh Gessler Greater Philadelphia Area Details
Josh Gessler's UBS Wealth Management Experience 2010 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2010 - Present
Gessler Construction Company   2003 - 2010

Education
Saint Michael's College   2007 — 2011
Business, Finance, Managment

Salvatore Cerami Salvatore Cerami Greater New York City Area Details
Salvatore Cerami's UBS Wealth Management Experience June 2012 - August 2012
Job Underwriter at The Wright Insurance Group
Industry Insurance
Experience
Wright Risk Management  July 2015 - Present
Wright Risk Management  July 2014 - July 2015
The Wright Insurance Group  August 2013 - July 2014
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Office, PowerPoint, Underwriting, Public Speaking, Customer Service, Microsoft Word, Leadership, Time Management, Risk Management

Education
Sacred Heart University   2009 — 2013
Bachelor's Degree, Economics

Sacred Heart University   2009 — 2013
Bachelor's Degree, Finance, General

Alexey Kruglov Alexey Kruglov Greater New York City Area Details
Alexey Kruglov's UBS Wealth Management Experience June 2014 - Present
Job Client Service Associate at UBS Wealth Management / Student (Rutgers University)
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - Present
UBS Wealth Management   January 2014 - June 2014
PwC  August 2013 - August 2013
Rostelecom  May 2012 - August 2012

Skills
Microsoft Word, Morningstar, Microsoft Excel, MoneyGuidePro

Education
Rutgers, The State University of New Jersey-Newark   2015 — 2016
Bachelor’s Degree, Accounting

William Paterson University of New Jersey   2010 — 2014
Bachelor of Business Administration (B.B.A.), Financial Planning

Gloucester Catholic High School   2008 — 2010

Bill Tyndall Bill Tyndall Berkeley, California Details
Bill Tyndall's UBS Wealth Management Experience May 2013 - August 2013
Job Director, Business Development at inDinero
Industry Computer Software
Experience
inDinero  June 2015 - Present
inDinero  August 2014 - Present
inDinero  May 2014 - Present
Swarm Mobile  January 2014 - February 2014
UC Berkeley  August 2010 - January 2014
U.S. Secret Service   May 2013 - August 2013
UBS Wealth Management   May 2013 - August 2013
Golden Bear Investment Club   2012 - 2013
Piedmont Gardens Apartments   July 2011 - August 2012

Skills
Public Relations, Teamwork, Research, Public Speaking, Entrepreneurship, Creativity, International Business..., Russian, Customer Service, Community Outreach, Fundraising, Facebook, SEO, Finance, Early-stage Startups, Start-ups, Microsoft Office, Social Media, Management, Social Networking, Sales, Business Development, Microsoft Excel, Leadership, Business Strategy, Strategic Planning, New Business Development, Team Leadership, Interpersonal...

Education
Saint Petersburg State University   2014 — 2014
Political Economy, Russian Language, Senior

University of California, Berkeley   2010 — 2014
Bachelor of Arts (B.A.), Political Economy

Michelle Lagman Michelle Lagman Greater New York City Area Details
Michelle Lagman's UBS Wealth Management Experience May 2010 - October 2014
Job Senior Account Specialist
Industry Investment Management
Experience
PlayerGator, LLC   February 2012 - Present
Mizuho Securities USA Inc.  April 2015 - August 2015
UBS Wealth Management   May 2010 - October 2014
JCHA   October 2008 - January 2009
Titan Tennis   July 2008 - October 2008
Brown Brothers Harriman  May 2007 - August 2007

Skills
Microsoft Excel, Photoshop, Photography, PowerPoint, Microsoft Word, Outlook, Customer Service, Risk Management, Microsoft Office, Time Management, Marketing, Data Analysis, Teamwork, Social Media, Event Planning, Strategic Planning, Business Analysis, Research, Data Entry, Analysis, Accounts Payable

Education
Saint Peter's University   2005 — 2009
BS, Business Administration, Economics

Saint Peter's University   2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General

Patrick Carr Patrick Carr Baltimore, Maryland Area Details
Patrick Carr's UBS Wealth Management Experience June 2008 - August 2013
Job Registered Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
UBS Wealth Management   June 2008 - August 2013
Citi Smith Barney  January 2006 - May 2008

Skills
Uniform Combined State..., Series 7, Asset Allocation, Wealth Management, Financial Analysis, Finance, Investments, Mutual Funds, Equities, Securities

Education
Saint Bonaventure University   2001 — 2005
Bachelor of Arts (B.A.), History

Kate Derzhavin Kate Derzhavin Fair Lawn, New Jersey Details
Kate Derzhavin's UBS Wealth Management Experience March 2013 - Present
Job Director IT at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - Present
UBS Wealth Management   March 2007 - February 2013
UBS Wealth Management   April 2001 - March 2007
Morgan Stanley  August 1999 - April 2001

Skills
Sybase, SDLC, Business Analysis, COBOL, Software Project..., Vendor Management, IT Management, SQL, Change Management, Visio, DB2, Serena Changeman, SPUFI, TSO, VSAM, CICS, Mainframe, XML, Software Development, Requirements Analysis, Data Warehousing, Disaster Recovery, Enterprise Architecture, IT Strategy, Production Support, Trading Systems, JCL

Education
Saint Petersburg State Electrotechnical University "LETI"

Robert Tobin Robert Tobin Greater New York City Area Details
Robert Tobin's UBS Wealth Management Experience 2010 - 2012
Job Senior Project Management Consultant at Capco
Industry Information Technology and Services
Experience
Capco  2014 - Present
JRT Professional Consultants   2012 - 2014
UBS Wealth Management   2010 - 2012
UBS Wealth Management   2005 - 2010
UBS Wealth Management   2001 - 2005
UBS Wealth Management   2000 - 2001
PaineWebber  1994 - 2000

Skills
Program Management, Software Development, Vendor Management, Cross-functional Team..., SDLC, Change Management, Leadership, Process Improvement, Project Management, ITIL, Business Analysis, Quality Assurance, PMO, Risk Management, Enterprise Architecture, Financial Services, Resource Management, Release Management, Disaster Recovery, Reporting Systems, Business Continuity, Management, IT Strategy, Relationship Management, Technology Integration, Business Process..., People Development, Time Management, Scope Management, Cost Management, Quality Management, Communications..., Virtual Teams, Problem Solving, Technology Management, Technology Needs..., Complex Project..., Value Engineering, CRM, Deferred Compensation, Wealth Management..., Brokerage, Separately Managed..., Trading Systems, Cognos, Budget Process, Ad Hoc Reporting, Actuate Reporting, Web Applications, Requirements Analysis

Education
St. Peter's College   2000 — 2003
Master of Business Administration (MBA), Management Information Systems

State University of New York Empire State College   1991 — 1995
Bachelor of Arts (BA), Business Administration

Chubb Institute   1993 — 1994
Diploma, Computer Programming

Mounir Gad Mounir Gad San Francisco Bay Area Details
Mounir Gad's UBS Wealth Management Experience January 2007 - April 2007
Job Vice President at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group  September 2012 - Present
SVB Financial Group  June 2010 - September 2012
SVB Financial Group  June 2009 - June 2010
SVB Financial Group  June 2008 - June 2009
Adonal Foyle's Kerosene Lamp Foundation   June 2007 - May 2008
FDIC  June 2007 - May 2008
UBS Wealth Management   January 2007 - April 2007
Apple Inc.  March 2005 - March 2007

Skills
Venture Capital, Private Equity, Private Banking, Banking, Business Development, Management Consulting, Strategic Planning, Business Planning, Public Speaking, Leadership, Credit, Valuation, Portfolio Management, Management, Entrepreneurship, Business Strategy, Budgets, Financial Modeling, Finance, Investments, Financial Analysis, Mergers & Acquisitions, Negotiation

Education
St. Mary's College of California   2004 — 2008
Honors Finance, Economics

Archbishop Mitty High School   2000 — 2004

Thomas Carluccio Thomas Carluccio Greater New York City Area Details
Thomas Carluccio's UBS Wealth Management Experience 2001 - 2007
Job Fixed Income Sales UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management  May 2007 - Present
UBS Wealth Management   2001 - 2007
PaineWebber  1992 - 2000

Skills
Hedge Funds, Alternative Investments, Fixed Income, Trading, Asset Management, Equities, Investment Strategies, Investment Management, Bloomberg, Institutional..., Asset Allocation, Capital Markets, Series 7, Bonds, Mutual Funds

Education
Rutgers University-New Brunswick
BA, Political Science/Economics

Daniel Ingraldi Daniel Ingraldi Greater New York City Area Details
Daniel Ingraldi's UBS Wealth Management Experience March 2015 - Present
Job Human Resource Onboarding Specialist at UBS Wealth Management
Industry Human Resources
Experience
UBS Wealth Management   March 2015 - Present
Verona Township, Youth Athletics   January 2014 - Present
CSAVOR FOODS   September 2014 - March 2015
St. Joseph Regional High School  March 2014 - May 2014
Rutgers University Athletic Department  January 2013 - May 2013
MC Reality Group   March 2009 - March 2010

Skills
Strategic Planning, Public Speaking, Microsoft Excel, Sales, Teamwork, PowerPoint, Microsoft Word, Event Planning, Leadership

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Bachelor's Degree, Human Resources Management

Rutgers University-New Brunswick   2009 — 2013
Bachelor's Degree, Labor Studies and Employment Relations

Morristown-Beard School   2008 — 2009
High School

Clifton High School   2006 — 2007
High School

Jennifer Candelario Jennifer Candelario Greater New York City Area Details
Jennifer Candelario's UBS Wealth Management Experience March 2013 - Present
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - Present
UBS Wealth Management   February 2011 - Present
Merrill Lynch  April 2005 - February 2011

Skills
Series 7, Series 66, Wealth Management, Estate Planning, Stock Option, Equity Trading, Preferred Stock, Retirement Planning, International Clients, Foreign Currency..., Client Liaison, Equities

Education
Saint John's University   2000 — 2004
B.S., Finance

Phil Pursino, MBA Phil Pursino, MBA Greater New York City Area Details
Phil Pursino, MBA's UBS Wealth Management Experience June 2009 - August 2009
Job Regional Account Executive at Pulse Secure
Industry Information Technology and Services
Experience
Pulse Secure  July 2015 - Present
Pulse Secure  January 2015 - July 2015
American Express  July 2012 - January 2015
American Express  January 2011 - July 2012
Peter Greenberg & Associates   September 2010 - December 2010
American Express  June 2010 - August 2010
UBS Wealth Management   June 2009 - August 2009
Ameriprise Financial  2006 - 2008

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2010
MBA, Finance

Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
Bachelors, Finance

Adam Stone Adam Stone Greater New York City Area Details
Adam Stone's UBS Wealth Management Experience February 2011 - February 2013
Job Asset Management DueDiligence at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2015 - Present
Morgan Stanley Wealth Management  April 2014 - July 2015
SS&C GlobeOp  March 2013 - April 2014
UBS Wealth Management   February 2011 - February 2013
Fairholme Capital Management, LLC  2008 - 2010

Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Series 7, Bloomberg, Mutual Funds, Financial Services, Fund Administration, Investor Relations, Equities, Asset Allocation, Series 66, Morningstar, Separately Managed..., High Net Worth..., Client Service Oriented, Consolidated Reporting, Restricted Stock, Fund Of Funds, Investment Advisory, Options, Investment Strategies, Investments, Bloomberg Terminal, Institutional..., Wealth Management..., Corporate Actions, Credit, Loans, FINRA

Education
Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008

Millburn Senior High School-Millburn, NJ.   2000 — 2004

Alexandra Angeloni Alexandra Angeloni Marlton, New Jersey Details
Alexandra Angeloni's UBS Wealth Management Experience December 2013 - May 2014
Job Associate at J&J Development Group
Industry Real Estate
Experience
J&J Development Group   May 2014 - August 2014
UBS Wealth Management   December 2013 - May 2014

Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, MS Excel Solver, Stata, R

Education
Rutgers, The State University of New Jersey-New Brunswick   2013 — 2015
Economics Major / Business Administration Minor

Jeffery Baumgartner Jeffery Baumgartner St. Cloud, Minnesota Area Details
Jeffery Baumgartner's UBS Wealth Management Experience August 1978 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 1978 - Present

Education
St. John's University   1969 — 1973
BA, Goverment, History, Psychology

St. Cloud State University

Daniel Spatucci Daniel Spatucci Clifton, New Jersey Details
Daniel Spatucci's UBS Wealth Management Experience April 2010 - Present
Job Specialists at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2010 - Present
Pershing  February 2001 - May 2009

Skills
Banking, Portfolio Management, Microsoft Excel, Business Analysis, Equities, Financial Modeling, Information Security, Settlement, Investment Banking, Financial Services, Risk Management, Fixed Income, Securities, Wealth Management

Education
Saint Peter's University   2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Joseph Sacramone Joseph Sacramone Greater New York City Area Details
Joseph Sacramone's UBS Wealth Management Experience March 2010 - May 2010
Job Audit Senior at Deloitte
Industry Financial Services
Experience
Deloitte  September 2011 - Present
UBS Wealth Management   March 2010 - May 2010
Creditex  May 2008 - September 2008

Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Outlook, Access, Photoshop

Education
Sacred Heart University   2010 — 2011
Master of Business Administration (MBA), Finance, General

Sacred Heart University   2006 — 2010
B.S., Finance, Accounting

Richard Speicher Richard Speicher Greater New York City Area Details
Richard Speicher's UBS Wealth Management Experience January 2011 - June 2015
Job Director of Client Management Third Party Relationships
Industry Financial Services
Experience
HSBC Global Asset Management (USA), Inc.   June 2015 - Present
UBS Wealth Management   January 2011 - June 2015
Credit-Suisse  June 2008 - February 2009
JPMorgan  October 2006 - June 2008
US Trust  April 2004 - October 2006
US Trust  January 1996 - October 2006
Dreyfus Service Corporation  May 1994 - January 1996

Skills
Equities, Hedge Funds, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence, Mutual Funds, Securities, Asset Allocation, Venture Capital, Fund Of Funds, Finance, Alternative Investments, Investment Management, Bloomberg, Series 7, Series 63, Structured Products, Investor Relations, Asset Management, Wealth Management, Fund Accounting, Financial Services, Wealth Management..., Trading, Capital Markets, Fund Administration, High Net Worth..., Funding, Investment Advisory, Private Banking, Financial Advisory, Corporate Finance, Relationship Management, Wealth, Financial Markets, Separately Managed..., FINRA

Education
London School of Economics and Political Science   1999 — 2000
NA, Monetary banking policy

St. John's University   1998 — 2000
MBA, Finance

St. John's University   1990 — 1994
BS, Finance

William Will Berigan William Will Berigan Greater Minneapolis-St. Paul Area Details
William Will Berigan's UBS Wealth Management Experience August 2007 - October 2015
Job President at Shamrock Wealth Management, Inc.
Industry Financial Services
Experience
Shamrock Wealth Management, Inc.   October 2015 - Present
UBS Wealth Management   August 2007 - October 2015
Andersen Windows  April 1999 - August 2007
North Central Companies  January 1994 - December 1998

Education
St. John's University   1987 — 1991
Bachelor of Arts (BA), English Language and Literature/Letters

University of St. Thomas   2000 — 2006
MBA, Entrepreneurship

St. Mary's High School   1983 — 1987

João Raul de Castro João Raul de Castro Miami/Fort Lauderdale Area Details
João Raul de Castro's UBS Wealth Management Experience 2007 - 2008
Job Latin America Deputy Head of Compliance Citibank Private Bank
Industry Banking
Experience
Citi  July 2015 - Present
Citibank  June 2011 - July 2015
Banco Bradesco  November 2008 - March 2011
UBS Wealth Management   2007 - 2008
HSBC  2006 - 2007
Morgan Stanley  January 2000 - December 2006
Merrill Lynch  January 1997 - December 2000

Skills
Private Banking, Fixed Income, Derivatives, Financial Markets, Operational Risk, AML, Banking, Investment Banking, Equities, Auditing, Finanças, Renda fixa, Banco de investimento, Finanças corporativas, Mercados financeiros, Serviços bancários, Derivativos, Gestão de carteiras, Risco operacional, Finance, Auditoria, Mercado de capitais, Investimentos, Patrimônio líquido, Serviços bancários..., Risco financeiro

Education
Universidade de São Paulo   1998 — 2000
MBA, Finanças

Rutgers, The State University of New Jersey-New Brunswick   1987 — 1991
B.A., Economics

Tanner Pratt Tanner Pratt Burlington, Vermont Area Details
Tanner Pratt's UBS Wealth Management Experience March 2014 - September 2014
Job Accounting and Finance Intern at Vermont Energy Investment Corp., Student at Saint Michael's College.
Industry Financial Services
Experience
Vermont Energy Investment Corporation  2015 - Present
Saint Michael's College  August 2013 - Present
Saint Michael's College  September 2015 - Present
Saint Michael's College  September 2015 - Present
State of Vermont  September 2014 - May 2015
Occasions Vermont Catering   March 2011 - October 2014
UBS Wealth Management   March 2014 - September 2014

Skills
Microsoft Office, Communication, Public Speaking, Event Planning, Team Leadership, Data Analysis, Problem Solving, Social Media Marketing, Microsoft Excel, Financial Accounting, Social Media, Customer Service, Research, Public Finance, Leadership, Social Networking, Managerial Finance, Organizational..., Economic Development, PowerPoint, Microsoft Word

Education
Saint Michael's College   2013 — 2016
Bachelor of Arts (B.A.), Economics w/ minors in Accounting and Business Admin

Vermont Technical College   2012 — 2013
VAST, N/A, 3.7

Justina Manko Justina Manko Greater New York City Area Details
Justina Manko's UBS Wealth Management Experience June 2014 - August 2015
Job Finance Intern at Fox News Channel
Industry Financial Services
Experience
Sacred Heart University  August 2015 - Present
UBS Wealth Management   June 2014 - August 2015
Merrill Lynch  February 2014 - May 2014
Visiting Nurse & Health Services of Connecticut, Inc.   May 2013 - June 2013
Northwestern Mutual (Intern)   December 2011 - May 2012

Skills
Critical Thinking

Education
Sacred Heart University   2009 — 2014
Bachelor of Science (BS), Business Administration, International Business

St. Joseph High School   2005 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations

Michelle Lynch Michelle Lynch Boston, Massachusetts Details
Michelle Lynch's UBS Wealth Management Experience September 2009 - April 2010
Job Conference Planner at Cambridge Associates
Industry Insurance
Experience
Cambridge Associates  July 2015 - Present
Liberty Mutual Insurance  May 2014 - June 2015
Cambridge Associates  February 2012 - May 2014
John Hancock Funds, LLC.   June 2010 - February 2012
UBS Wealth Management   September 2009 - April 2010
Banc of America Investments  June 2009 - August 2009

Skills
Organization, Able To Multi-task, Prioritization, Microsoft Office, Research, Data Entry, Administration, Scheduling, System Administration, Process Scheduler, Organization &..., Event Planning, Asset Allocation, Marketing, Human Resources, Management, Analysis, CRM, Teamwork

Education
Saint Michael's College   2006 — 2010
Bachelor of Science, Business Administration major, Finance and Spanish minors

Universidad de Salamanca   2008 — 2008
Spanish

Medfield High School   2002 — 2006

Erica Costanzo Erica Costanzo Greater Boston Area Details
Erica Costanzo's UBS Wealth Management Experience January 2010 - May 2010
Job RN, BSN
Industry Hospital & Health Care
Experience
Par Capital Management  December 2010 - May 2013
UBS Wealth Management   January 2010 - May 2010
Saint Anselm College  March 2008 - May 2010
Saint Anselm College  March 2008 - May 2010
Ameriprise Financial Services  May 2009 - 2009
Johnson's Seafood and Steak   June 2005 - August 2008

Skills
Leadership, Strategy, Management, Program Management, Time Management, Strategic Financial..., Interviews, Banking, Customer Service, Public Speaking, Fundraising, Critical Thinking, Social Media, Event Planning, Nonprofits, Higher Education, Healthcare, Economics, Community Outreach, Research

Education
Simmons College   2013 — 2014
Bachelor of Science, Nursing (BSN), Nursing

Saint Anselm College   2007 — 2010
Bachelor of Arts, Financial Economics

Tilton School   2003 — 2006
High School

Michelle Segvich Michelle Segvich Greater Chicago Area Details
Michelle Segvich's UBS Wealth Management Experience January 2007 - May 2007
Job Goods Planner at Groupon
Industry Marketing and Advertising
Experience
Groupon  July 2014 - Present
Groupon  June 2013 - Present
Illinois Sport Service   April 2001 - Present
Avenir Publishing Inc  January 2010 - June 2010
Mintel International  October 2008 - December 2008
CareerBuilder  August 2007 - May 2008
UBS Wealth Management   January 2007 - May 2007

Skills
Salesforce.com, Deal Estate, Microsoft Excel, Microsoft Word, PowerPoint, Cold Calling, Sales, Customer Service, Advertising, Access, Marketing, Social Media Marketing

Education
Saint Xavier University   2003 — 2007
Bachelor of Business, Business Administration

Mother McAuley   1999 — 2003
Diploma

Suniti Patel Suniti Patel Matawan, New Jersey Details
Suniti Patel's UBS Wealth Management Experience June 2011 - August 2011
Job Junior Accountant at Perkins Eastman
Industry Architecture & Planning
Experience
Perkins Eastman  June 2015 - Present
Gensler  July 2013 - June 2015
Gensler  June 2012 - June 2013
UBS Wealth Management   June 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Microsoft Excel, Photoshop, Microsoft Word, Budgets, Customer Service, Billing Systems, Conferences, Invoicing, Reporting & Analysis, Deltek, Submittals, Architectural Design, Accounts Receivable, Construction, Financial Accounting, Accounts Payable, Wealth Management, Invoice Processing

Education
Rutgers University-New Brunswick   2008 — 2012
Bachelor's degree, Finance

Florianna Heun Florianna Heun Greater New York City Area Details
Florianna Heun's UBS Wealth Management Experience June 2012 - August 2012
Job Financial Analyst at Accenture
Industry Financial Services
Experience
Accenture  June 2013 - Present
Visions Dance Studio   May 2010 - Present
UBS Wealth Management   June 2012 - August 2012
Backstage Performing Arts Center llc   July 2011 - June 2012
New Jersey Symphony Orchestra  June 2011 - August 2011
Paz Music Center   March 2005 - June 2011

Skills
PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Microsoft Excel, Facebook, Non-profits, Social Media, Fundraising, Access, Customer Service, Financial Reporting, Portfolio Management, Financial Analysis, Strategic Planning, Master Classes, Creative Writing, Marketing Strategy, Budgets

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2013
Bachelor of Science (BS), Finance

Rutgers, The State University of New Jersey-Newark   2009 — 2013
Bachelor of Science, Double; Finance and Political Science

Greg Merrill, AWMA® Greg Merrill, AWMA® Greater New York City Area Details
Greg Merrill, AWMA®'s UBS Wealth Management Experience September 2013 - May 2014
Job Wealth Planning Analyst at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management  July 2014 - Present
UBS Wealth Management   September 2013 - May 2014

Education
Saint Anselm College   2010 — 2014
Bachelor of Arts (B.A.), Financial Economics

Detroit Catholic Central High School   2004 — 2008
High School Diploma

Jennifer Ubl Jennifer Ubl New York, New York Details
Jennifer Ubl's UBS Wealth Management Experience March 2008 - December 2010
Job MBA Candidate Risk Management/ Human Resource Management , Securities Operations Specialist
Industry Financial Services
Experience
Scotiabank  December 2010 - Present
Robert Half Finance & Accounting  March 2014 - May 2014
UBS Wealth Management   March 2008 - December 2010
UBS Financial Services  July 2006 - March 2008

Skills
Project Management, Event Management, Human Resources, Securities, Equities, Business Analysis, Strategic Planning, Fundraising, Financial Services, Event Planning, Customer Service, PowerPoint, Leadership

Education
Saint Peter's University   2014 — 2016
Master of Business Administration (MBA), Risk Management/Human Resource Management

Rutgers, The State University of New Jersey-New Brunswick   2002 — 2006
Bachelors, Communication Studies

Farleigh Dickinson University   2013 — 2013
Human Resource Management Certificate, Human Resources Management and Services

Edison High School   1998 — 2002
High school, NA

Justin Davidson Justin Davidson Freehold, New Jersey Details
Justin Davidson's UBS Wealth Management Experience October 2013 - June 2014
Job CoFounder at Dealizt
Industry Marketing and Advertising
Experience
Dealizt   August 2015 - Present
Forever Collectibles  October 2014 - August 2015
UBS Wealth Management   October 2013 - June 2014
Direct Sales Sports Apparel   January 2008 - January 2013

Skills
Self-starter, Social Media, Sports, Wealth Management, Finance, Team-oriented, Small Business, Microsoft Excel, Economics, Microsoft Word, Organization, PowerPoint, Political Science, Networking

Education
Rutgers University-New Brunswick   2010 — 2014
Bachelor's degree, Economics

Freehold Township High School   2006 — 2010

Russell Tranchita Russell Tranchita Greater New York City Area Details
Russell Tranchita's UBS Wealth Management Experience November 1999 - Present
Job Director Web Platform Engineering, Distributed Systems & Services at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   November 1999 - Present
UBS Wealth Management   November 1999 - March 2010
UBS Wealth Management   November 1999 - November 2009
St. Luke's-Roosevelt Hospital   September 1989 - September 1999

Skills
Data Center..., Data Center..., Infrastructure Planning, WebSphere Application..., WebSphere MQ, TIBCO EMS, Tibco iProcess, WebSphere Virtual..., IBM Servers, IBM HTTP Server, IBM Utilities, Wily Introscope, Topology, Production Support, Replication, Change Management, Enterprise Architecture, Enterprise Content..., Enterprise Software, SOA, WebSphere Process Server, VMware ESX, SunOS, SunOne, Tomcat, iPlanet, AIX, RHEL, Windows 7, Vendor Management, Tivoli, Websphere, Data Center, IT Management, Infrastructure, Netcool, Unix, Architecture, High Availability, Linux, Virtualization, Disaster Recovery, Solaris, Performance Tuning, Service Delivery, Apache, Technical Architecture, Sybase, Middleware, Solution Architecture

Education
Rutgers University-New Brunswick   1979 — 1984

Union County College

Morgan McHale Morgan McHale Greater New York City Area Details
Morgan McHale's UBS Wealth Management Experience June 2015 - August 2015
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2015 - Present
UBS Wealth Management   June 2015 - August 2015
Westport Resources  June 2014 - August 2014
Jack Wills  September 2013 - May 2014
Paras, Apy & Reiss, P.C.   June 2013 - August 2013

Skills
Retail, PowerPoint, Microsoft Excel, Microsoft Office, Sales, Time Management, Microsoft Word, Public Speaking, Marketing, Teamwork, Investments, Public Relations, Customer Service

Education
Salve Regina University   2012 — 2016
Bachelor of Science (B.S.), Global Business and Economics

Vesalius College   2014 — 2014
International Relations and Affairs

Lauralton Hall   2008 — 2012
High School

Na-Keta Michael Na-Keta Michael Newark, New Jersey Details
Na-Keta Michael's UBS Wealth Management Experience December 2014 - May 2015
Job Operations Specialist at UBS
Industry Financial Services
Experience
UBS Wealth Management   December 2014 - May 2015
Merrill Lynch  May 2013 - May 2014
Macy's  August 2011 - May 2013
Juniper Hill Asset Management   May 2011 - August 2011
J. F   May 2010 - July 2010

Skills
Finance, Digital Marketing, Accounting, Microsoft Office, Microsoft Excel, Research, Retail, Teamwork, Microsoft Word, Customer Service, Time Management, Social Networking, PowerPoint, Event Planning, Economics, Account Reconciliation, Outlook, Sales, Event Management, iPhone, MacBook, Linear Regression, T-tests, Descriptive Analysis, Econometrics, OS X, Equities

Education
Southern New Hampshire University   2014 — 2017
Master of Business Administration (MBA), Finance, General

Rutgers, The State University   2007 — 2012
Bachelor of Arts, Applied Statistics; Accounting, and Mathematics Business and Finance Education; Economics

Rutgers, The State University of New Jersey-Newark   2007 — 2011
Bachelor of Arts (B.A.), Economics

Shawn Singh Shawn Singh Parlin, New Jersey Details
Shawn Singh's UBS Wealth Management Experience July 2006 - July 2008
Job Data Quality Analyst at Ultrarev Inc.
Industry Information Technology and Services
Experience
Ultrarev Inc.   March 2014 - Present
Euro-Asian Motorcars, Inc.   February 2009 - December 2012
UBS Wealth Management   July 2006 - July 2008
Citi  October 2000 - February 2005

Skills
Entrepreneurship, Automotive, Sales Management, Automobile, Marketing, Customer Service, Vehicles, Team Building, Dealers, Automotive Repair, Negotiation, Software Project..., Microsoft Office, HTML, JavaScript, VBScript, SQL, Software Testing Life..., Software Quality..., SDLC, Customer Satisfaction, Process Improvement, Project Management, Sales

Education
Stevens Institute of Technology   2004 — 2006
Master of Science (M.S.), Information Resources Management

Rutgers, The State University of New Jersey-New Brunswick   1996 — 2002
Bachelor of Science (B.S.), Computer Science

Anthony Cerino Anthony Cerino Newport, Rhode Island Details
Anthony Cerino's UBS Wealth Management Experience March 2014 - Present
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2014 - Present
RI Small Business Develoment Center   September 2013 - December 2013
Lyon Improvments   June 2009 - August 2013
Lord's Point Association   2011 - 2012

Education
Salve Regina University   2010 — 2014
Bachelor of Science (BS), Financial Management

William Zins, CPA William Zins, CPA Minneapolis, Minnesota Details
William Zins, CPA's UBS Wealth Management Experience June 2012 - August 2012
Job Staff Auditor at Medtronic
Industry Accounting
Experience
Medtronic  June 2015 - Present
Medtronic  May 2013 - June 2015
Saint John's Senate  January 2011 - May 2013
College of Saint Benedict and Saint John’s University  August 2010 - May 2013
UBS Wealth Management   June 2012 - August 2012
Bernick's Beverages and Vending  June 2009 - August 2010
College of Saint Benedict and Saint John’s University  September 2009 - May 2010

Skills
Microsoft Office, Social Media, Online Marketing, Investments, Accounting, Event Management, Budgeting, Budgets, Event Planning, Customer Service, Microsoft Word, Adaptability, Finance, Leadership, Management, Microsoft Excel, PowerPoint, Time Management

Education
St. John's University   2009 — 2013
Bachelor of Arts, Accounting and Finance

Technical High School, Saint Cloud Minnesota 2009   2005 — 2009

Aaron M. Szager, CFP® | Financial Planner | Aaron M. Szager, CFP® | Financial Planner | Washington D.C. Metro Area Details
Aaron M. Szager, CFP® | Financial Planner |'s UBS Wealth Management Experience October 2008 - June 2010
Job Partner, Director of Financial Planning
Industry Financial Services
Experience
Delta Financial Advisors, Inc.   July 2010 - Present
UBS Wealth Management   October 2008 - June 2010
Ferris, Baker Watts, Inc.   September 2006 - October 2008
1717 Capital Management Company   September 2001 - September 2006

Skills
Investments, Portfolio Management, Risk Management, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Inheritance Tax Planning, Charitable Giving, Strategic Financial..., Financial Risk, Finance

Education
Salisbury University - Perdue School of Business   1996 — 2000
BS, Business Management, Finance

Douglas Frew, AWMA® Douglas Frew, AWMA® Greater New York City Area Details
Douglas Frew, AWMA®'s UBS Wealth Management Experience June 2014 - Present
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - Present
Merrill Lynch  August 2012 - March 2014
New Bridge Securities   February 2012 - August 2012

Skills
Asset Allocation, Financial Advisory, Retirement Planning, Wealth Management, Financial Analysis, Holistic Financial..., Estate Planning, Insurance Planning, Life Insurance, Health Insurance, Social Security, Gifting Strategies, College Education..., Business Planning, Restricted Stock, Employee Stock Options, Risk Management

Education
Rutgers University-New Brunswick   2007 — 2011
Economics

Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
Bachelors of Science, Economics

David Kargman David Kargman Greater Philadelphia Area Details
David Kargman's UBS Wealth Management Experience 2007 - 2009
Job Senior Value Engineer | Digital Transformation Partner
Industry Computer Software
Experience
SAP America, Inc.   November 2014 - Present
SAP America, Inc.   June 2012 - November 2014
SAP America, Inc.   July 2011 - June 2012
TS Partners Inc   2009 - 2010
UBS Wealth Management   2007 - 2009
BK Leasing Co   2004 - 2006

Skills
Enterprise Software, Business Process..., Business Process, Account Management, Corporate Finance, Training, Cross-functional Team..., Business Intelligence, Management, Solution Selling

Education
Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2011
MBA, Finance

Ursinus College
BA in Business and Economics

Delsea Regional High School

Fernando Casco-Downing Fernando Casco-Downing Miami, Florida Details
Fernando Casco-Downing's UBS Wealth Management Experience May 2014 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2014 - Present
LAFISE  August 2012 - May 2014
Transatlantic Reinsurance  January 2012 - August 2012
Transatlantic Reinsurance  May 2011 - July 2011
U.S. Commercial Service   January 2010 - May 2010

Skills
Microsoft Office, Quickbooks, Mac OS X, Accounting, Economics, Analysis, Databases, Spanish, PowerPoint

Education
Saint Louis University   2007 — 2011
Bachelor of Science, Accounting, International Business

Saint Louis University, Madrid   2009 — 2010
Bachelor of Science, Accounting, International Business

Aquila Butt Aquila Butt Brookfield, Connecticut Details
Aquila Butt's UBS Wealth Management Experience January 2012 - April 2012
Job 2013 GTP at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  September 2013 - Present
UBS Investment Bank  June 2012 - Present
Herbert J. Sims & Co.   September 2012 - December 2012
UBS Wealth Management   January 2012 - April 2012

Education
Sacred Heart University   2009 — 2013
Bachelor of Science (B.S.), Finance and Economics

Sacred Heart University in Luxembourg   2012 — 2012
European Economics

Lahore American School   2007 — 2009
High School Diploma

Abby Wetterland Abby Wetterland Providence, Rhode Island Area Details
Abby Wetterland's UBS Wealth Management Experience August 2010 - May 2011
Job Tax Analyst at CVS Health
Industry Accounting
Experience
CVS Health  November 2013 - Present
Textron  September 2013 - October 2013
Kelly Financial Services  November 2011 - May 2013
UBS Wealth Management   August 2010 - May 2011

Skills
Mutual Funds, Asset Allocation, Microsoft Office, Insurance, Microsoft Excel, Sales, Proficient in Spanish, CRM, Fixed Annuities, Financial Services, Customer Service, Investment Strategies, Financial Advisory, SharePoint, Outlook, Concur, Social Media, Data Analysis, Time Management, Microsoft Word,..., PeopleSoft, corptax

Education
Saint Michael's College   2007 — 2011
Bachelor of Science in Business Administration, Finance, Management

Tiverton High School   2003 — 2007
Diploma

Nicholas Romano Nicholas Romano Greater Boston Area Details
Nicholas Romano's UBS Wealth Management Experience September 2010 - May 2011
Job Purchasing Manager at New England Technology Inc
Industry Consumer Electronics
Experience
New England Technology, Inc.   April 2012 - Present
eBay  September 2006 - Present
John Hancock Life Insurance Company (U.S.A.)   June 2011 - April 2012
New England Technology Inc   2000 - 2012
UBS Wealth Management   September 2010 - May 2011
New England Technology   May 2007 - June 2008

Skills
Microsoft Excel, Microsoft Office, Retail, Customer Service, PowerPoint, Sales, Social Media, Negotiation, Marketing, Microsoft Word, Inventory Management, Marketing Strategy, E-commerce, Social Media Marketing, Social Networking, Account Management, Salesforce.com, Market Research, Outlook, Online Advertising, B2B, New Business Development, Product Development, Merchandising, Sales Management, Online Marketing, Purchasing, Product Marketing, Management, Start-ups

Education
Saint Michael's College   2007 — 2011
BA, Business, Finance, Accounting, Management

Thayer Academy   2003 — 2007
Diploma

Ali Rizvi Ali Rizvi Greater New York City Area Details
Ali Rizvi's UBS Wealth Management Experience March 2007 - April 2009
Job Dynamic and Entrepreneurial Product Management Leader
Industry Information Technology and Services
Experience
Fonality  March 2015 - Present
ShoreTel  January 2013 - March 2015
M5 Networks (acquired by ShoreTel)   February 2012 - January 2013
Merrill Lynch  July 2011 - February 2012
Gripe Genie, Inc.   May 2009 - January 2011
UBS Wealth Management   March 2007 - April 2009
UBS Wealth Management   March 2004 - March 2006
Management Consultant to Financial Advisors   January 2003 - December 2003
UBS PaineWebber  January 2000 - January 2002
LoBue Associates  January 1997 - January 1999

Education
Rutgers, Graduate School of Management   1995 — 1997
MBA

Rutgers, The State University of New Jersey-New Brunswick   1988 — 1992
BA

Patricia Mayo Patricia Mayo Greater New York City Area Details
Patricia Mayo's UBS Wealth Management Experience July 2012 - November 2014
Job Program and Project Management Professional
Industry Information Technology and Services
Experience
Broadridge  2015 - 2015
Broadridge  2015 - 2015
Broadridge  2015 - 2015
UBS Wealth Management   July 2012 - November 2014
Bank of America  May 1987 - May 2012

Skills
Prime Brokerage, Fixed Income, Trading Systems, Mutual Funds, Equities, Market Data, Electronic Trading, Investment Banking, Derivatives, Securities, Middle Office, Vendor Management, Business Analysis, Financial Services, Capital Markets, Operational Risk, Sybase, Equity Trading, Hedge Funds

Education
Rutgers, The State University of New Jersey-Newark   1976 — 1980
BA

Alan Lefkowitz Alan Lefkowitz Greater New York City Area Details
Alan Lefkowitz's UBS Wealth Management Experience 1998 - 2005
Job Vice President of Regulatory Reporting at CIT
Industry Accounting
Experience
CIT  2010 - Present
Standard Chartered Bank  2006 - 2009
UBS Wealth Management   1998 - 2005
Viacom  1995 - 1998
PricewaterhouseCoopers Limited  1994 - 1995

Skills
Budgets, Finance, Management, Analysis, Sarbanes-Oxley Act, Financial Reporting, General Ledger, Accounting, Financial Analysis, Internal Controls

Education
The University of Texas at Austin - Red McCombs School of Business   1992 — 1994
MPA, Managerial Accounting

Rutgers University-New Brunswick   1988 — 1992
BA, Economics, Statistics

Tricia Senzel, CPA Tricia Senzel, CPA Burlington, Vermont Area Details
Tricia Senzel, CPA's UBS Wealth Management Experience 2007 - 2009
Job Firm Administrator at Burak Anderson & Melloni
Industry Executive Office
Experience
Burak Anderson & Melloni  June 2012 - Present
Opportunities Credit Union  February 2010 - March 2012
SMARTvt.org  May 2009 - January 2010
UBS Wealth Management   2007 - 2009
Sentinel Financial Services   1998 - 2007
American Express Financial Advisors  1994 - 1998
Herrick, Ltd.   1992 - 1994
John A. Lamson & Associates, Inc.   1990 - 1992
KPMG Peat Marwick  1989 - 1990

Education
Saint Michael's College
BS, Finance & Accounting

High School

Alex Lira Alex Lira Greater New York City Area Details
Alex Lira's UBS Wealth Management Experience January 2003 - January 2004
Job VicePresident at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  December 2014 - Present
RBS Corporate & Institutional Banking  July 2013 - November 2014
RBS Corporate & Institutional Banking  April 2011 - July 2013
RBS Corporate & Institutional Banking  February 2010 - May 2011
Citigroup  January 2007 - February 2010
Citigroup  December 2005 - January 2007
Citigroup Asset Management  January 2004 - December 2005
UBS Wealth Management   January 2003 - January 2004

Skills
Fixed Income, Trading, Credit Risk, Derivatives, Capital Markets, Bloomberg, Brazilian Portuguese, Credit, Financial Markets, Investment Banking, Market Risk, VBA, Bloomberg Terminal

Education
UCONN   2011 — 2015
MBA, Finance & Accounting

NYU   2012 — 2013
Certificate in Credit Analysis, Credit Risk

Columbia University   2006 — 2008
MA, International Economics & Administration

Sacred Heart University   1999 — 2004
Bachelor of Science, Finance

Tony Feliciti Tony Feliciti Greater New York City Area Details
Tony Feliciti's UBS Wealth Management Experience 2004 - Present
Job Director UBS, Program Manager for Executive Compensation Stock Option Plans
Industry Financial Services
Experience
UBS  June 2004 - Present
UBS Wealth Management   2004 - Present
UBS Financial Services Inc.  2004 - Present
Prudential Securities  1998 - 2004

Skills
Business Requirements, Financial Services, Budgets, Business Analysis, Capital Markets, Databases, Equities, Fixed Income, Management, Options, SDLC, Team Building, Testing

Education
Stevens Institute of Technology   2005 — 2008
MSIS, Management

Rutgers, The State University of New Jersey-New Brunswick   1993 — 1997
Bachelor of Arts, English

Naliny Cabrales Naliny Cabrales Greater New York City Area Details
Naliny Cabrales's UBS Wealth Management Experience 2005 - November 2009
Job VP, Marketing at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  November 2009 - Present
UBS Wealth Management   2005 - November 2009
Metropolitan Life Insurance Company  June 2004 - April 2005
CitiStreet  September 1999 - June 2004

Skills
Marketing, Financial Services, Wealth Management, Strategy, Product Marketing, 401k, Retirement, Wealth Management..., Banking, Integrated Marketing

Education
Rutgers, The State University of New Jersey-New Brunswick   1993 — 1998

Elizabeth Portesi Elizabeth Portesi Greater Boston Area Details
Elizabeth Portesi's UBS Wealth Management Experience January 2008 - March 2009
Job Senior Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2014 - Present
Morgan Stanley  March 2009 - March 2014
UBS Wealth Management   January 2008 - March 2009
State Street Bank  February 2007 - January 2008
State Street  October 2005 - February 2007

Skills
Wealth Management, Series 7

Education
Saint Anselm College   2001 — 2005
BA, Business

Cardinal Spellman   1997 — 2001

James Cerqueira James Cerqueira Greater New York City Area Details
James Cerqueira's UBS Wealth Management Experience March 1999 - December 2004
Job First Vice President IDB CAPITAL
Industry Financial Services
Experience
IDB CAPITAL   June 2009 - Present
Banc of America Investments  November 2006 - June 2009
UBS AG  December 2004 - November 2006
UBS Wealth Management   March 1999 - December 2004
UBS  1997 - 1999

Skills
Fixed Income, Equities, Trading, Asset Management, Finance, Series 7, Financial Markets, Wealth Management, Portfolio Management, Investments, Bloomberg, Securities, Bonds, Mutual Funds

Education
Rutgers, The State University of New Jersey-Newark
BS, Marketing

Frank Malfatto Frank Malfatto Greater New York City Area Details
Frank Malfatto's UBS Wealth Management Experience 1998 - 2007
Job Executive Director, Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney  March 2011 - Present
Deutsche Bank  June 2010 - March 2011
Morgan Stanley  March 2007 - June 2010
UBS Wealth Management   1998 - 2007

Skills
Portfolio Management, Investment Advisory, Product Development, Program Management, Reporting & Analysis, Business Analysis, Asset Allocation, IT Risk Management, Operational Risk..., Project Management, Finance, Strategy

Education
Rutgers Grad School of Mgmt   1996 — 1998
MBA, Finance and Int'l Business

Rutgers, The State University of New Jersey-New Brunswick   1992 — 1996
Bachelor of Arts, Economics and History

Jennifer Udovich Jennifer Udovich Greater New York City Area Details
Jennifer Udovich's UBS Wealth Management Experience 1993 - 2007
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2007 - Present
UBS Wealth Management   1993 - 2007

Skills
Series 7, Wealth Management, Separately Managed...

Education
Rutgers University-New Brunswick
BA, History

Patricia DeFranco Patricia DeFranco Greater New York City Area Details
Patricia DeFranco's UBS Wealth Management Experience April 2014 - Present
Job Field Supervision Specialist
Industry Financial Services
Experience
UBS Wealth Management   April 2014 - Present
UBS Wealth Management   June 2008 - June 2014
UBS Wealth Management   July 2006 - June 2008

Skills
Series 7, Wealth Management, Equities, Fixed Income, Portfolio Management, Financial Services, Securities, Risk Management, Asset Managment, Mutual Funds, Investments, Business Analysis, Alternative Investments, Trading Systems, Project Management, Hedge Funds, Wealth Management...

Education
St. Peter's College   2005 — 2008
Master of Business Administration (M.B.A.), Finance, General

Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Bachelor of Arts, Political Science

Brian Cretella, PMP Brian Cretella, PMP Greater New York City Area Details
Brian Cretella, PMP's UBS Wealth Management Experience December 2006 - April 2009
Job Project Manager at Moodys Corporation
Industry Financial Services
Experience
Moodys Corporation  July 2009 - Present
UBS Wealth Management   December 2006 - April 2009
Citigroup  April 2005 - December 2006
Flirteve.com   2005 - 2006
SunGard Data Systems  August 2004 - April 2005

Skills
Requirements Analysis, Project Planning, Project Management, Financial Services, Software Project..., SDLC, Business Analysis, Vendor Management, Databases, Salesforce.com, Project Portfolio..., CRM, Management, PMP, Strategy

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2012
MBA, Management and Global Business Strategy

University of Connecticut   1996 — 2000
BS, Management Information Systems

Renee Hazekamp Renee Hazekamp Greater New York City Area Details
Renee Hazekamp's UBS Wealth Management Experience July 1999 - July 2008
Job IT Tech Lead/Performance Reporting at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney  August 2010 - Present
UBS Wealth Management   July 1999 - July 2008
Brown Brothers Harriman  May 1996 - July 1999

Skills
DB2, COBOL, CICS, JCL, Change Management, VSAM, Stored Procedures, Performance Reporting, Visio

Education
The CHUBB Institute of Technology   1996 — 1998
Programming Certificate

Rutgers, The State University of New Jersey-Newark   1991 — 1995
Bachelor of Science (BS)

Kim Demopoulos Kim Demopoulos Greater New York City Area Details
Kim Demopoulos's UBS Wealth Management Experience Group ManagerUBS Financial Services1997 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   Group ManagerUBS Financial Services1997 - Present

Education
Rutgers University-New Brunswick   1981 — 1985

Traci Alves Traci Alves Greater New York City Area Details
Traci Alves's UBS Wealth Management Experience February 2000 - Present
Job Associate Director, Finance at UBS Wealth Management
Industry Accounting
Experience
UBS Wealth Management   February 2000 - Present

Skills
Financial Analysis, Financial Modeling, Equities, Strategic Financial..., Asset Management, Investments, Corporate Finance, Risk Management

Education
Rutgers, The State University of New Jersey-Newark   1992 — 1997
BS, Accounting

Dick (Richard) Eger Dick (Richard) Eger Greater New York City Area Details
Dick (Richard) Eger's UBS Wealth Management Experience
Job Sr. VP at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  

Education
Saint Peter's University

Randy Vicchio Randy Vicchio Greater New York City Area Details
Randy Vicchio's UBS Wealth Management Experience October 2007 - December 2014
Job Vice President, Pershing a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  January 2015 - Present
UBS Wealth Management   October 2007 - December 2014
Care Plus NJ  November 2001 - October 2007

Skills
Program Management, Program Development, Project Management, Management, Leadership Development, Training, Leadership, Data Analysis, Event Planning, Public Speaking, Microsoft Office, Vendor Management

Education
Saint Peter's University   1999 — 2001
Bachelors, Psychology

Don Neilson III Don Neilson III Greater Philadelphia Area Details
Don Neilson III's UBS Wealth Management Experience January 2005 - July 2006
Job Resource Manager/Financial Analyst at ALD
Industry Oil & Energy
Experience
Audubon Land Development/ Diverse Resource Investments, LLC   February 2008 - Present
SEI  July 2006 - February 2008
UBS Wealth Management   January 2005 - July 2006

Skills
Financial Analysis, Investments, Financial Modeling, Finance, Financial Reporting, Asset Management, Hedge Funds, Bloomberg, Excel, Accruals, Reconciliation, Financial Planning, Cash Management, Portfolio Management, Oil & Gas Industry, Natural Gas, Natural Resource..., Land Management, Investment Properties, Microsoft Excel, Accounting

Education
Saint Joseph's University   2007 — 2008
MBA, General

Saint Joseph's University   2002 — 2006
BS, Finance

Kajal Raval Kajal Raval Greater New York City Area Details
Kajal Raval's UBS Wealth Management Experience August 2004 - Present
Job Performance Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2004 - Present
Healthfirst, Inc.   November 2003 - August 2004
Cendant Corp. - Trip Network, Inc.   October 2001 - November 2002

Education
Rutgers, The State University of New Jersey-Newark   1995 — 2000
BS in Accounting, January 2001

Christos Tsamadias Christos Tsamadias Greater New York City Area Details
Christos Tsamadias's UBS Wealth Management Experience November 2011 - Present
Job Head of Operational Risk UBS Wealth Management
Industry Financial Services
Experience
UBS  September 2014 - Present
UBS Wealth Management   November 2011 - Present
UBS Wealth Management   June 2001 - November 2011
UBS Wealth Management   2001 - 2008

Skills
Securities, Compliance, Mutual Funds, Risk Management, Six Sigma, Data Analysis, Annuities, Structured Products

Education
Rutgers University-New Brunswick   2002 — 2006
MBA, Finance

Rutgers University   1996 — 2000
BA

Amanda Pflanz Amanda Pflanz Fort Myers, Florida Area Details
Amanda Pflanz's UBS Wealth Management Experience 2008 - 2009
Job Senior Registered Associate, Financial Planning Specialist
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2009 - Present
UBS Wealth Management   2008 - 2009
Morningstar  1998 - 2004

Education
Saint Mary's College   1994 — 1998
Bachelor's Degree, International Business & Finance

Richard Siluk, PMP Richard Siluk, PMP Greater New York City Area Details
Richard Siluk, PMP's UBS Wealth Management Experience June 2001 - October 2004
Job Manager at MetLife
Industry Insurance
Experience
MetLife  October 2004 - Present
UBS Wealth Management   June 2001 - October 2004
Smith Barney  August 1998 - June 2001
Zurich Reinsurance  April 1995 - June 1997
CNA Insurance  May 1988 - April 1995

Skills
VBScript, Insurance, Vendor Management, SDLC, Requirements Analysis, Business Requirements, Business Analysis

Education
Saint Peter's University   1984 — 1988
BS, Computer Science

Jennifer Jank Jennifer Jank Washington D.C. Metro Area Details
Jennifer Jank's UBS Wealth Management Experience July 1998 - December 2001
Job Certified Financial Planner™ Professional at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 2010 - Present
AXA Advisors  April 2009 - June 2010
Interactive Data  August 2006 - November 2008
DuPont  July 2004 - July 2006
Strategic Insight (Mutual Fund Consulting)   January 2002 - July 2004
UBS Wealth Management   July 1998 - December 2001

Skills
Certified Financial..., Maintaining Strong..., Retirement Planning, Strategic Planning, Business Process...

Education
New York University - Leonard N. Stern School of Business   1997 — 2001
MBA, Finance

Rutgers University-New Brunswick   1990 — 1995
BA, Physics, Political Science

University of California, Los Angeles

Raul Wong Raul Wong Greater New York City Area Details
Raul Wong's UBS Wealth Management Experience July 2005 - December 2008
Job Information Services Professional
Industry Information Services
Experience
Verisk Analytics  2009 - Present
UBS Wealth Management   July 2005 - December 2008
Paine Webber  April 2002 - June 2005
PaineWebber  March 1999 - March 2002
New York Life  July 1995 - March 1999
New York Life  September 1991 - June 1995
New York Life  June 1985 - August 1991
People Express Airlines  1982 - 1985

Education
Saint Peter's University   1981 — 1985
B.S. Computer Science, Computer Programmer/Information Technology

Henry Neto Henry Neto Greater New York City Area Details
Henry Neto's UBS Wealth Management Experience August 2006 - March 2010
Job Associate at Societe Generale Corporate and Investment Banking SGCIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB  July 2015 - Present
Barclays  September 2014 - Present
Barclays  December 2010 - Present
Horizon Blue Cross Blue Shield of New Jersey  November 2010 - December 2010
UBS Wealth Management   August 2006 - March 2010

Skills
Accounts Payable, Finance, SAP, Equities, IFRS, Account Reconciliation, Analysis, General Ledger, Accounting, Capital Markets, Financial Analysis, Fixed Income, Internal Controls, Management, Variance Analysis

Education
Saint Peter's University   2004 — 2008
Bachelor's degree in Accounting, Minor in Finance

Saint Peter's University

William G Salamanca William G Salamanca Greater New York City Area Details
William G Salamanca's UBS Wealth Management Experience 2004 - 2008
Job Sr Data Analyst Wyndham Hotel Group.
Industry Information Technology and Services
Experience
Wyndham Hotel Group  May 2015 - Present
MAXIMUS  July 2011 - May 2015
Own businees  January 2009 - November 2011
Monclair Child Development Center Inc   December 2009 - June 2011
UBS Wealth Management   2004 - 2008
Mellon Bank  September 2003 - June 2004
Aon Hewitt  August 2002 - March 2003
MetLife Financial Services  1996 - 2002

Skills
Quality Assurance, Programming, Microsoft Excel, Microsoft Word, Microsoft Office, Analysis, Data Analysis, Customer Service, Databases, Management, Process Improvement, Project Management, CRM

Education
Saint Peter's University   1984 — 1998
Bachelor of Science, Computer Science & Math

Joseph Augustin Joseph Augustin Greater New York City Area Details
Joseph Augustin's UBS Wealth Management Experience March 1996 - August 2004
Job Sr. Business Analyst
Industry Computer & Network Security
Experience
IBM  2009 - 2010
UBS Wealth Management   March 1996 - August 2004

Education
Saint Peter's University   1992 — 1996

Saint Patrick's High School   1988 — 1992
Diploma

Tonia L. Collier Tonia L. Collier San Francisco Bay Area Details
Tonia L. Collier's UBS Wealth Management Experience 2010 - 2011
Job Client Specialist, Global Accounts at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  2012 - Present
UBS Wealth Management   2010 - 2011
GOLDMAN, SACHS & CO   2005 - 2009
BISYS/RK Alternative Investment Services Inc   2004 - 2005
LORD, ABBETT & CO   2000 - 2004

Education
Saint Peter's University
BS

Saint Peter's University
Bachelor of Science (BS)

Justin Mucci Justin Mucci Greater Boston Area Details
Justin Mucci's UBS Wealth Management Experience October 2014 - Present
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2014 - Present
Concord Wealth Management  February 2014 - October 2014
Fidelity Capital Markets  April 2012 - February 2014
Fidelity Investments  January 2011 - April 2012
Fidelity Investments  February 2010 - September 2011
Consolidated Dairies   July 2006 - July 2007

Skills
Hold Series 7, 63, 4, Fixed Income

Education
Sacred Heart University   2002 — 2006
Bachelor's degree, Finance, Sports Management

Steve Rotello Steve Rotello Greater Denver Area Details
Steve Rotello's UBS Wealth Management Experience September 2008 - Present
Job First Vice President Investments
Industry Financial Services
Experience
UBS Wealth Management   September 2008 - Present

Education
Saint Louis University
MBA

University of Colorado Boulder   1988 — 1992
BA, Accounting

Regis Jesuit High School

David Friedenberg David Friedenberg Greater New York City Area Details
David Friedenberg's UBS Wealth Management Experience IT Managerprudential1987 - 1995
Job IT Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   IT Managerprudential1987 - 1995

Education
Rutgers University-New Brunswick   1982 — 1987
ba, Economics, Computer Science

Michael F. Murphy Michael F. Murphy Greater New York City Area Details
Michael F. Murphy's UBS Wealth Management Experience December 1989 - September 2004
Job Sr. Project Manager
Industry Retail
Experience
J. Crew  June 2011 - Present
Duane Reade, A Walgreens Company   May 2006 - June 2011
EBay Seller  September 2004 - May 2006
UBS Wealth Management   December 1989 - September 2004
Milbank, Tweed, Hadley & McCloy LLP   June 1989 - December 1989

Skills
Project Management, Management, Leadership, Business Analysis, Project Planning, Software Development, Software Implementation, SDLC, Quality Assurance, Budgets, Process Improvement, Software Documentation, Retail, Program Management, Team Building, Visio, IT Management, Team Leadership, SharePoint, Inventory Management, Vendor Management, Time Management, Integration, IT Strategy, ERP, Systems Analysis, Customer Satisfaction, Analysis, E-commerce, Cross-functional Team..., Business Process..., CRM, Business Intelligence, MS Project, PMO, Requirements Analysis, Resource Management, Software Project..., Training, Mobile Devices, Project Portfolio..., Change Management, Operations Management, Strategy, Business Process, Disaster Recovery, Product Management, SAP HR, Workforce Management, Requirements Gathering

Education
Saint Peter's University   1981 — 1985
Computer Science, Math

Amy Fainsbert Amy Fainsbert Greater New York City Area Details
Amy Fainsbert's UBS Wealth Management Experience 1990 - Present
Job Chief Financial Officer at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc  Financial reporting and analysis, financial projects, accounting policy and leadership and developmentChief Financial OfficerUBS Financial Services IncSeptember 2014 - Present
UBS  1990 - Present
UBS Wealth Management   1990 - Present

Skills
Hedge Funds, Management, Alternative Investments, Series 7, Wealth Management, Capital Markets, Equities

Education
New York University - Leonard N. Stern School of Business
MBA

Rutgers University-New Brunswick
Economics/Accounting

Katie Forcheski Katie Forcheski Boston, Massachusetts Details
Katie Forcheski's UBS Wealth Management Experience March 2013 - Present
Job Registered Client Service Associate, UBS Financial Services, Inc. Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - Present
State Street  March 2010 - March 2013
State Street  July 2008 - March 2010
UBS Wealth Management   September 2007 - December 2007

Education
Saint Michael's College   2004 — 2008
BS, Business and Finance

Universität Salzburg / University of Salzburg
Study Abroad Program

Ridgefield High School   2000 — 2004

Nicholas Marotta Nicholas Marotta Greater New York City Area Details
Nicholas Marotta's UBS Wealth Management Experience November 2010 - 2014
Job Executive Director, Americas Monitoring, Surveillance & Controls at UBS
Industry Financial Services
Experience
UBS AG  2014 - Present
UBS Wealth Management   November 2010 - 2014
UBS Wealth Management   August 2009 - June 2010
UBS Wealth Management   January 2008 - August 2009
UBS Wealth Management   November 2004 - January 2008

Skills
Management, Financial Services, Risk Management, Finance, Equities, Strategic Planning, Securities, Trading Systems, Financial Analysis, Forecasting, MS Project, Valuation, Budgets, Trading, PMO

Education
Seton Hall University   1981 — 1983
MBA, Finance and Marketing

Rutgers, The State University of New Jersey-New Brunswick
BA, Economics and Accounting

Anthony Viskovic Anthony Viskovic Greater New York City Area Details
Anthony Viskovic's UBS Wealth Management Experience May 2007 - November 2010
Job UHNW Lending Advisor, Vice President
Industry Financial Services
Experience
Morgan Stanley  November 2010 - Present
UBS Wealth Management   May 2007 - November 2010
Merrill Lynch  November 2005 - May 2007

Skills
Banking, Securities, Loans, Private Banking, Wealth Management, Process Improvement, Credit, Finance, Cash Management

Education
Rutgers University-New Brunswick
Bachelors, Economics, Psychology

Michael Sandler Michael Sandler Greater New York City Area Details
Michael Sandler's UBS Wealth Management Experience August 2003 - March 2007
Job Chief Compliance Officer at HGK Asset Management, Inc.
Industry Investment Management
Experience
HGK Asset Management, Inc.   April 2010 - Present
UBS Wealth Management   August 2003 - March 2007
Dun & Bradstreet  June 2000 - June 2001

Education
Seton Hall University   1984 — 1988
MBA, Finance

Rutgers, The State University of New Jersey-Newark   1977 — 1981
BA, Marketing

Kearny High School

Kearny High School

Univeristy of Vermont

Elsie Classen Elsie Classen Greater New York City Area Details
Elsie Classen's UBS Wealth Management Experience June 1998 - January 2015
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2015 - Present
UBS Wealth Management   June 1998 - January 2015
Summit Bank  1995 - April 1998

Skills
Series 7, Capital Markets, Fixed Income, Portfolio Management, Financial Services, Wealth Management, Derivatives, Asset Management, Back Office, Risk Management, Trading, Securities, Investment Banking, Bloomberg

Education
Saint Peter's University   1994 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Reetu Saha Reetu Saha Greater New York City Area Details
Reetu Saha's UBS Wealth Management Experience September 2010 - May 2011
Job Sales Coordinator at Mercury Radio Arts, Inc.
Industry Public Relations and Communications
Experience
Mercury Radio Arts, Inc.   July 2013 - Present
Katz Media Group  March 2013 - July 2013
Katz Media Group  May 2011 - March 2013
UBS Wealth Management   September 2010 - May 2011
Viacom Networks - Comedy Central   January 2010 - May 2010
VanguardComm Public Relations and Marketing   September 2009 - December 2009

Skills
Social Media, Facebook, Microsoft Excel, Microsoft Office, PowerPoint, Social Networking, Advertising, Public Relations, Microsoft Word, Market Research, Television, Sales, Management

Education
Rutgers University-New Brunswick   2006 — 2010
BA, Communication, Sociology

Rutgers University-New Brunswick   2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies

Jingyi (Amy) Xie Jingyi (Amy) Xie Miami, Florida Details
Jingyi (Amy) Xie's UBS Wealth Management Experience July 2012 - November 2012
Job Certified Public Accountant
Industry Accounting
Experience
Mallah Furman Certified Public Accountants   May 2015 - June 2015
Miami-Dade County  March 2015 - April 2015
Smith, Gildea & Schmidt   August 2013 - April 2014
American Institutes for Research  March 2013 - July 2013
eCoast  February 2013 - May 2013
UBS Wealth Management   July 2012 - November 2012
HSBC  June 2011 - August 2011

Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Auditing, Access, QuickBooks, Tax, Bloomberg, Portfolio Management, Bookkeeping, Customer Service, Teamwork, Finance, Morningstar, Costpoint, Cognos, OnBase, ProSystem fx Tax, ProSystem fx Engagement, Tax Returns

Education
University of Miami - School of Business   2014 — 2015
MAcc Candidate at the University of Miami, Accounting in Assurance Track

University of Maryland College Park   2010 — 2013
Bachelor of Science (BS), Double Majors in Accounting and Finance

Saint Louis University   2008 — 2010
Bachelor of Science (BS), Accounting

Kristen Haungs Kristen Haungs Greater Salt Lake City Area Details
Kristen Haungs's UBS Wealth Management Experience September 2010 - May 2011
Job Financial analyst who helps identify problems and improve operational efficiency.
Industry Computer Software
Experience
Backcountry.com  January 2015 - June 2015
Staples  November 2014 - January 2015
Staples  November 2013 - November 2014
Staples  May 2012 - October 2013
UBS Wealth Management   September 2010 - May 2011

Skills
Salesforce.com, Sales, Customer Service, Business Development, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Outlook, PeopleSoft, Investments, Portfolio Management, Wealth Management, Analysis, Microsoft Access, Oracle Applications, WebEx, IBM iSeries, MicroStrategy Reporting, Time Management, Event Planning, Retail, Management, Access, Microsoft Outlook, Sales Commissions, Priority Management, User Acceptance Testing, Forecasting, Budgeting, Inventory Control, Inventory Management, Pricing

Education
Saint Michael's College   2007 — 2011
Bachelor of Science, Business Administration - Finance and Management

University of Westminster
Business Administration

Brendan Spiess Brendan Spiess Greater New York City Area Details
Brendan Spiess's UBS Wealth Management Experience January 2011 - May 2011
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   February 2014 - Present
JPMorgan Chase & Co.   September 2011 - January 2014
UBS Wealth Management   January 2011 - May 2011
UBS  September 2010 - December 2010

Education
Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
BS with Honors, Finance, Exercise Science and Sport Studies

Amadu Funna Amadu Funna Greater New York City Area Details
Amadu Funna's UBS Wealth Management Experience January 2012 - January 2012
Job Customer Process Analyst at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing  August 2012 - Present
Dow Jones  February 2012 - June 2012
UBS Wealth Management   January 2012 - January 2012
Dow Jones  March 2011 - June 2011
JPMorgan Chase  August 2007 - August 2009
Prudential Financial  June 2004 - May 2007

Skills
Fixed Income, Analysis, Financial Services, Equities, Bloomberg, Mutual Funds, Finance, Business Analysis, Banking, Suite, Project Management, Accounting, Software Documentation

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor Of Arts, Economics

Brian Martone Brian Martone Greater New York City Area Details
Brian Martone's UBS Wealth Management Experience
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  

Skills
Alternative Investments, Asset Managment, Business Analysis, Capital Markets, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Trading Systems, Vendor Management, Wealth Management

Education
Rutgers University-New Brunswick   1987 — 1991
B.A., Economics & Communications

David Bienstock David Bienstock Greater New York City Area Details
David Bienstock's UBS Wealth Management Experience Account Relationship ManagerMetlife2005 - 2007
Job Head of Product Management at UBS Equity Plan Advisory Services
Industry Financial Services
Experience
UBS Wealth Management   Account Relationship ManagerMetlife2005 - 2007

Skills
Financial Services, Equities, Business Analysis, Wealth Management, Management, Trading Systems, Vendor Management, SDLC, Project Management, Financial Analysis, Fixed Income, Portfolio Management, Business Requirements, Series 7, Project Portfolio..., Requirements Gathering, Product Management, Strategy, Series 63, User Acceptance Testing

Education
Stevens Institute of Technology   2001 — 2002
MS, Information Systems

Rutgers, The State University of New Jersey-New Brunswick   1996 — 2000
BA, Communication

Amanda (Resendez) Palmer Amanda (Resendez) Palmer Houston, Texas Area Details
Amanda (Resendez) Palmer's UBS Wealth Management Experience February 2015 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2015 - Present
AXA Advisors  July 2012 - January 2015

Skills
Retirement Planning, Client Education, Life Insurance, Tax Sheltered Annuities, Growth Investing, College Education...

Education
Sam Houston State University   2007 — 2011
Bachelor's Degree, Bachelor of Business Administration (BBA), Business Communications, Music

Jared Rindos Jared Rindos New York, New York Details
Jared Rindos's UBS Wealth Management Experience November 2012 - March 2014
Job Director Global Wealth & Retirement Solutions at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  March 2014 - Present
UBS Wealth Management   November 2012 - March 2014
Citi  July 2011 - November 2012
Citi  August 2009 - July 2011
Citi  April 2008 - August 2009
Wachovia Securities, LLC  March 2005 - April 2008

Skills
Portfolio Management, Alternative Investments, Wealth Management, Series 7, Series 66, Series 9, Series 10, Bloomberg, Zephyr Style Advisor, Morningstar Direct, FINRA, Asset Allocation, Securities, Investments, Uniform Combined State..., Fixed Income, Hedge Funds, Investment Advisory, Player Development, Financial Services, Investment Strategies, Asset Management, Investment Management, Retirement Planning, ETFs

Education
Saint Joseph's University   2000 — 2004
Bachelor of Science, Business Management

Bishop Eustace Preparatory School   1996 — 2000

Kathryn Ennist Kathryn Ennist Weehawken, New Jersey Details
Kathryn Ennist's UBS Wealth Management Experience September 2014 - Present
Job IC Billing Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2014 - Present
UBS Wealth Management   January 2008 - Present
Hillsdale Public Library   January 1998 - Present
UBS Wealth Management   June 2007 - January 2008
UBS Wealth Management   July 2006 - June 2007

Skills
Mutual Funds, Books, Economics, Event Planning, Analysis, Employee Training, Data Analysis, Research, Trading Systems, Statistics, Microsoft Excel

Education
Stevens Institute of Technology   2007 — 2009
Master's Degree, Applied Mathematics

Saint Michael's College   2002 — 2006
Bachelor's Degree, Mathematics & Economics

Michael Jude Davis Michael Jude Davis Greater New York City Area Details
Michael Jude Davis's UBS Wealth Management Experience August 1996 - June 2013
Job Financial Crimes Transaction Monitoring at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  September 2013 - Present
UBS Wealth Management   August 1996 - June 2013
Prudential Financial  June 1988 - May 1996

Skills
SDLC, Business Analysis, Visio, DB2, Project Management, Oracle, Analysis, Requirements Analysis, Requirements Gathering, Vendor Management

Education
Stevens Institute of Technology   2009 — 2016
Graduate - MSIS, Information Technology

Rutgers University   1990 — 1995
Bachelor's degree, Bachelor of Science - Business Information Systems

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