UBS Wealth Management
UBS Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Wealth Management Salaries. You can even request information on how much does UBS Wealth Management pay if you want to. Learn about salaries, pros and cons of working for UBS Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,822 UBS Wealth Management employees in database. Find out everything there's to know about UBS Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Wealth Management Employees
Employee
Years
Job
Industry
Kevin Gilio Kevin Gilio's UBS Wealth Management Experience June 2014 - September 2014
Job Credit Analyst at Comerica Bank Middle Market Group
Industry Financial Services
Experience
Comerica Bank July 2015 - Present
UBS October 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
Central Valley Community Bank July 2013 - September 2013
Santa Clara University February 2012 - September 2013
A-1 Alternative Fuel Systems July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Leadership, Social Media, Social Networking, Access, Event Planning, Teamwork
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance, Senior
Comerica Bank July 2015 - Present
UBS October 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
Central Valley Community Bank July 2013 - September 2013
Santa Clara University February 2012 - September 2013
A-1 Alternative Fuel Systems July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Leadership, Social Media, Social Networking, Access, Event Planning, Teamwork
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance, Senior
Kenneth Diamond Kenneth Diamond's UBS Wealth Management Experience April 2001 - December 2001
Job Working with individuals and Independent Advisors to avoid the effects of heavy, immediate, and unnecessary taxation.
Industry Financial Services
Experience
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Kate Horner Kate Horner's UBS Wealth Management Experience June 2014 - March 2015
Job Administrative Williamson County Mayor's Office
Industry Government Administration
Experience
Williamson County Mayor's Office March 2015 - Present
Olivia Olive Oil August 2010 - Present
Kate Horner Birth Doula October 1998 - Present
UBS Wealth Management June 2014 - March 2015
Regus October 2013 - June 2014
Plum District February 2012 - December 2012
CEA 2002 - 2007
Skills
Marketing Strategy, New Business Development, Strategic Planning, Team Building, Process Improvement, Process Management, Business Coaching, Operational Efficiency, Community Support, Personal Coaching, Connecting Local..., Networking, Sales&Marketing, Consulting, Sales, Social Media Marketing, Salesforce.com, Account Management, Marketing, Lead Generation, Event Planning, Event Management, B2B, Management, Online Advertising, Customer Service, Social Networking, Coaching, Small Business, Email Marketing, Social Media
Education
San Jose State University 1996 — 1997
Yuba College 1996 — 1997
Associates
Williamson County Mayor's Office March 2015 - Present
Olivia Olive Oil August 2010 - Present
Kate Horner Birth Doula October 1998 - Present
UBS Wealth Management June 2014 - March 2015
Regus October 2013 - June 2014
Plum District February 2012 - December 2012
CEA 2002 - 2007
Skills
Marketing Strategy, New Business Development, Strategic Planning, Team Building, Process Improvement, Process Management, Business Coaching, Operational Efficiency, Community Support, Personal Coaching, Connecting Local..., Networking, Sales&Marketing, Consulting, Sales, Social Media Marketing, Salesforce.com, Account Management, Marketing, Lead Generation, Event Planning, Event Management, B2B, Management, Online Advertising, Customer Service, Social Networking, Coaching, Small Business, Email Marketing, Social Media
Education
San Jose State University 1996 — 1997
Yuba College 1996 — 1997
Associates
Bill Farber Bill Farber's UBS Wealth Management Experience March 2006 - April 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
UBS Wealth Management March 2006 - April 2009
Bank of America February 2003 - December 2005
Education
San Diego State University-California State University 1982 — 1985
Bachelor of Science, Business
Ameriprise Financial Services, Inc. May 2009 - Present
UBS Wealth Management March 2006 - April 2009
Bank of America February 2003 - December 2005
Education
San Diego State University-California State University 1982 — 1985
Bachelor of Science, Business
Andrew Lefkarites Andrew Lefkarites's UBS Wealth Management Experience July 2009 - April 2010
Job Associate at North Bridge Growth Equity
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity February 2014 - Present
Houlihan Lokey - Global Technology M&A Group June 2011 - January 2014
Software Equity Group March 2010 - May 2011
UBS Wealth Management July 2009 - April 2010
Skills
Financial Research, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Strategy, Equities, Private Equity, Mergers & Acquisitions, Venture Capital, Finance, Investments, Analytics, Private Placements, Restructuring, Corporate Finance
Education
San Diego State University-California State University 2007 — 2011
BS, Finance
North Bridge Growth Equity February 2014 - Present
Houlihan Lokey - Global Technology M&A Group June 2011 - January 2014
Software Equity Group March 2010 - May 2011
UBS Wealth Management July 2009 - April 2010
Skills
Financial Research, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Strategy, Equities, Private Equity, Mergers & Acquisitions, Venture Capital, Finance, Investments, Analytics, Private Placements, Restructuring, Corporate Finance
Education
San Diego State University-California State University 2007 — 2011
BS, Finance
AJ von Massenhausen AJ von Massenhausen's UBS Wealth Management Experience September 2012 - December 2012
Job Sales Development Representative at Okta, Inc.
Industry Computer Software
Experience
Okta, Inc. August 2014 - Present
Egnyte June 2013 - December 2013
UBS Wealth Management September 2012 - December 2012
Los Altos Crusaders Lacrosse Club February 2011 - May 2012
Santa Clara University Athletic Department 2011 - 2011
Skills
Wealth Management, Salesforce.com, Microsoft Excel, Phone Etiquette, Sales Process, SaaS, Cloud Storage, Enterprise Software
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Communication/Economics
Bellarmine College Preparatory 2006 — 2010
Okta, Inc. August 2014 - Present
Egnyte June 2013 - December 2013
UBS Wealth Management September 2012 - December 2012
Los Altos Crusaders Lacrosse Club February 2011 - May 2012
Santa Clara University Athletic Department 2011 - 2011
Skills
Wealth Management, Salesforce.com, Microsoft Excel, Phone Etiquette, Sales Process, SaaS, Cloud Storage, Enterprise Software
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Communication/Economics
Bellarmine College Preparatory 2006 — 2010
Brooks Willig Brooks Willig's UBS Wealth Management Experience June 2013 - August 2013
Job Analyst at Clear Water Resources
Industry Oil & Energy
Experience
Clear Water Resources January 2015 - Present
UBS Wealth Management June 2013 - August 2013
Blue Chip Exec June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Financial Modeling, Research, Corporate Finance
Education
Southern Methodist University 2010 — 2014
BBA, Accounting, General
Menlo School 2006 — 2010
Clear Water Resources January 2015 - Present
UBS Wealth Management June 2013 - August 2013
Blue Chip Exec June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Financial Modeling, Research, Corporate Finance
Education
Southern Methodist University 2010 — 2014
BBA, Accounting, General
Menlo School 2006 — 2010
Louis Bell Jr Louis Bell Jr's UBS Wealth Management Experience January 2009 - January 2013
Job CEO at Bell Financial Solutions LLC / Founder of Wealth Warrior Academy / Author/ Speaker
Industry Financial Services
Experience
UBS Wealth Management January 2009 - January 2013
Merrill Lynch June 2006 - January 2009
Morgan Stanley Smith Barney May 2002 - June 2006
BarBel Entertainment GP Inc. (Rip-it Records) February 1993 - June 2000
Skills
401k Rollovers, Strategic Planning, Series 7, Series 65, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Retirement, Mutual Funds, Asset Allocation, Customer Service, Leadership Development, Economic Development, Motivational Speaking, Faith-based, Alternative Investments, Finance, Investments, Strategic Financial..., FINRA, Uniform Combined State...
Education
Life Christian University 1998 — 2000
BA, Theology
South Carolina State University 1985 — 1989
BS, Marketing
UBS Wealth Management January 2009 - January 2013
Merrill Lynch June 2006 - January 2009
Morgan Stanley Smith Barney May 2002 - June 2006
BarBel Entertainment GP Inc. (Rip-it Records) February 1993 - June 2000
Skills
401k Rollovers, Strategic Planning, Series 7, Series 65, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Retirement, Mutual Funds, Asset Allocation, Customer Service, Leadership Development, Economic Development, Motivational Speaking, Faith-based, Alternative Investments, Finance, Investments, Strategic Financial..., FINRA, Uniform Combined State...
Education
Life Christian University 1998 — 2000
BA, Theology
South Carolina State University 1985 — 1989
BS, Marketing
Scott Giveans's UBS Wealth Management Experience July 2015 - Present
Job Associate National Bank Examiner at Office of the Comptroller of the Currency
Industry Investment Management
Experience
UBS Wealth Management July 2015 - Present
Office of the Comptroller of the Currency January 2012 - July 2015
Bank of America Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Bloomberg, Equities, Microsoft Office, Financial Analysis, Outlook, Customer Service, Social Media, Finance, Banking
Education
Seton Hall University 2008 — 2011
BA, Finance, Economics, Information Technology Management
UBS Wealth Management July 2015 - Present
Office of the Comptroller of the Currency January 2012 - July 2015
Bank of America Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Bloomberg, Equities, Microsoft Office, Financial Analysis, Outlook, Customer Service, Social Media, Finance, Banking
Education
Seton Hall University 2008 — 2011
BA, Finance, Economics, Information Technology Management
Patrick T. Drum, CFA, CFP, MBA Patrick T. Drum, CFA, CFP, MBA's UBS Wealth Management Experience October 2007 - September 2014
Job Advisor at United Nations Principles for Responsible Investment Fixed Income Subcommittee
Industry Investment Management
Experience
United Nations Principles for Responsible Investment - Fixed Income Sub-committee February 2015 - Present
Saturna Capital October 2014 - Present
Earth Economcis September 2012 - Present
UBS Wealth Management October 2007 - September 2014
Investment Management, The Arbor Group, UBS Financial Services October 2007 - September 2014
Board Member at Pollution Prevention Recourse Group (PPRC) November 2010 - November 2012
People For Puget Sound November 2010 - June 2012
People For Puget Sound 2011 - 2011
People For Puget Sound 2011 - 2011
CFA Society of Seattle 2003 - 2011
Education
Certified Financial Planner Board of Standards, Inc 2010 — 2011
Certified Financial Planner® (CFP®), Certified Financial Planner
Seattle University 2004 — 2007
MBA, Finance / Accounting
Charted Financial Analyst (CFA) 2004 — 2004
Western Washington University 1989 — 1994
BA, Economics / Russian Language
United Nations Principles for Responsible Investment - Fixed Income Sub-committee February 2015 - Present
Saturna Capital October 2014 - Present
Earth Economcis September 2012 - Present
UBS Wealth Management October 2007 - September 2014
Investment Management, The Arbor Group, UBS Financial Services October 2007 - September 2014
Board Member at Pollution Prevention Recourse Group (PPRC) November 2010 - November 2012
People For Puget Sound November 2010 - June 2012
People For Puget Sound 2011 - 2011
People For Puget Sound 2011 - 2011
CFA Society of Seattle 2003 - 2011
Education
Certified Financial Planner Board of Standards, Inc 2010 — 2011
Certified Financial Planner® (CFP®), Certified Financial Planner
Seattle University 2004 — 2007
MBA, Finance / Accounting
Charted Financial Analyst (CFA) 2004 — 2004
Western Washington University 1989 — 1994
BA, Economics / Russian Language
Frank J. DeVito Frank J. DeVito's UBS Wealth Management Experience February 2015 - Present
Job CSA at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management February 2015 - Present
National Securities June 2014 - December 2014
Beacon Hill Country Club April 2006 - August 2014
Seton Hall Univeristy September 2010 - June 2014
Summit Financial Resources, Inc. April 2013 - January 2014
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Finance, General
Red Bank Catholic High School 2006 — 2010
UBS Wealth Management February 2015 - Present
National Securities June 2014 - December 2014
Beacon Hill Country Club April 2006 - August 2014
Seton Hall Univeristy September 2010 - June 2014
Summit Financial Resources, Inc. April 2013 - January 2014
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Finance, General
Red Bank Catholic High School 2006 — 2010
Joseph Matus's UBS Wealth Management Experience November 2014 - November 2014
Job Administrative assistant Nautilus Advisors, LLC
Industry Financial Services
Experience
SDSU Men's Crew June 2015 - Present
Nautilus Advisors April 2015 - Present
J.Crew August 2014 - Present
SDSU Men's Crew January 2013 - Present
SDSU Men's Crew January 2015 - June 2015
SDSU Men's Crew November 2014 - June 2015
SDSU Men's Crew August 2014 - June 2015
UBS Wealth Management November 2014 - November 2014
UBS May 2014 - May 2014
Skills
Teamwork, Customer Service, Time Management, Fundraising, Sales, Retail, Social Media, Leadership, Social Networking
Education
San Diego State University-California State University 2012 — 2016
Finance, General
Berks Catholic High School 2011 — 2012
Central Catholic High School 2009 — 2011
SDSU Men's Crew June 2015 - Present
Nautilus Advisors April 2015 - Present
J.Crew August 2014 - Present
SDSU Men's Crew January 2013 - Present
SDSU Men's Crew January 2015 - June 2015
SDSU Men's Crew November 2014 - June 2015
SDSU Men's Crew August 2014 - June 2015
UBS Wealth Management November 2014 - November 2014
UBS May 2014 - May 2014
Skills
Teamwork, Customer Service, Time Management, Fundraising, Sales, Retail, Social Media, Leadership, Social Networking
Education
San Diego State University-California State University 2012 — 2016
Finance, General
Berks Catholic High School 2011 — 2012
Central Catholic High School 2009 — 2011
Randy Espinosa Randy Espinosa's UBS Wealth Management Experience January 2010 - May 2010
Job Quality Engineering Manager at Boeing
Industry Aviation & Aerospace
Experience
Boeing May 2015 - Present
Boeing December 2012 - April 2015
Boeing August 2010 - December 2012
UBS Wealth Management January 2010 - May 2010
Supreme Court of Guam June 2009 - August 2009
Louis Vuitton June 2006 - January 2008
Skills
Data Analysis, Databases, Forecasting, Sales, Project Management, Lean Manufacturing, Manufacturing Operations, Strategic Planning, Business Planning, Change Management, Customer Service
Education
Seattle University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Seattle University 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Boeing May 2015 - Present
Boeing December 2012 - April 2015
Boeing August 2010 - December 2012
UBS Wealth Management January 2010 - May 2010
Supreme Court of Guam June 2009 - August 2009
Louis Vuitton June 2006 - January 2008
Skills
Data Analysis, Databases, Forecasting, Sales, Project Management, Lean Manufacturing, Manufacturing Operations, Strategic Planning, Business Planning, Change Management, Customer Service
Education
Seattle University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Seattle University 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Alexander Abramson Alexander Abramson's UBS Wealth Management Experience June 2012 - August 2012
Job Graduate of Johns Hopkins University
Industry
Experience
Maryland CASH Campaign July 2014 - May 2015
Job Opportunities Task Force July 2014 - May 2015
UBS Wealth Management June 2012 - August 2012
Skills
Leadership, Data Analysis, Report Compilation, Event Management, Tutoring, Social Media, Microsoft Office, Stata, Community Outreach, Teamwork
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics / International Studies
Sciences Po 2013 — 2013
International/Global Studies
Maryland CASH Campaign July 2014 - May 2015
Job Opportunities Task Force July 2014 - May 2015
UBS Wealth Management June 2012 - August 2012
Skills
Leadership, Data Analysis, Report Compilation, Event Management, Tutoring, Social Media, Microsoft Office, Stata, Community Outreach, Teamwork
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics / International Studies
Sciences Po 2013 — 2013
International/Global Studies
Kathryn Grillo Eastwood Kathryn Grillo Eastwood's UBS Wealth Management Experience April 2010 - Present
Job Complex BOA at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2010 - Present
UBS Wealth Management January 2008 - April 2010
UBS Wealth Management January 2007 - January 2008
Education
Savannah College of Art and Design 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Advertising
Ridgewood High School 1998 — 2002
UBS Wealth Management April 2010 - Present
UBS Wealth Management January 2008 - April 2010
UBS Wealth Management January 2007 - January 2008
Education
Savannah College of Art and Design 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Advertising
Ridgewood High School 1998 — 2002
Rena DeLevie Rena DeLevie's UBS Wealth Management Experience 2007 - 2008
Job Consultant | Business Coach | Compassionate Management | Operations Mgmt | Organizational Development | Speaker | Writer
Industry Management Consulting
Experience
The Roundtable Business(TM) April 2010 - Present
Cella Consulting April 2010 - Present
Talbots August 2008 - March 2010
[self employed] October 2005 - November 2008
UBS Wealth Management 2007 - 2008
Kenneth Cole Productions, Inc. July 2000 - October 2005
J.Crew Group Inc. June 1992 - June 2000
Harcourt Brace Jovanovich, Screen International Magazine, Arrow Entertainment, J.Crew Group Inc. August 1991 - June 1993
Della Femina McNamee, Inc. Entertainment Division August 1988 - August 1991
Skills
E-commerce, Multi-channel Marketing, Strategic Partnerships, Web Marketing, Direct Marketing, Retail, Strategy, SEO, Catalogs, Team Leadership, Account Management, Branding & Identity, Budgets, Fashion, Graphics, Copywriting, Team Building, Concept Development, Business Strategy, Process Improvement, Online Marketing, Digital Media, User Experience, Brand Development, Organizational..., Coaching, Outsourcing, Art Direction, Consulting, Entrepreneurship, Packaging
Education
School of Visual Arts
BFA, Graphic Design and Art Direction
The Roundtable Business(TM) April 2010 - Present
Cella Consulting April 2010 - Present
Talbots August 2008 - March 2010
[self employed] October 2005 - November 2008
UBS Wealth Management 2007 - 2008
Kenneth Cole Productions, Inc. July 2000 - October 2005
J.Crew Group Inc. June 1992 - June 2000
Harcourt Brace Jovanovich, Screen International Magazine, Arrow Entertainment, J.Crew Group Inc. August 1991 - June 1993
Della Femina McNamee, Inc. Entertainment Division August 1988 - August 1991
Skills
E-commerce, Multi-channel Marketing, Strategic Partnerships, Web Marketing, Direct Marketing, Retail, Strategy, SEO, Catalogs, Team Leadership, Account Management, Branding & Identity, Budgets, Fashion, Graphics, Copywriting, Team Building, Concept Development, Business Strategy, Process Improvement, Online Marketing, Digital Media, User Experience, Brand Development, Organizational..., Coaching, Outsourcing, Art Direction, Consulting, Entrepreneurship, Packaging
Education
School of Visual Arts
BFA, Graphic Design and Art Direction
Stanette Marie Rose Stanette Marie Rose's UBS Wealth Management Experience January 1995 - January 2000
Job CEO: INVESTOR ADVOCACY
Industry Financial Services
Experience
INVESTOR ADVOCACY January 1991 - Present
Stanette Marie Rose November 1990 - June 2010
EK Riley January 2009 - January 2009
Edward Jones November 2000 - June 2008
Edward Jones January 2000 - January 2008
UBS Wealth Management January 1995 - January 2000
PaineWebber January 1995 - January 2000
Smith Barney February 1990 - January 1995
Skills
Retirement, Mutual Funds, Venture Capital, Venture Financing, Angel Investing, IPO, Executive Coaching, Public Speaking, Radio, Television, New Business Development, International Business, Investment Banking, Estate Education, Time, Talent and..., Finance Education, What is a Portfolio?, How to GO IPO!!!, Due Diligence..., Freedom From Debt, Spending Plans, Financial Action Plans, Financial Blueprints, Financial Windfall..., Ending Compulsive..., Conscious Spending, Couples in Financial..., Under Earning and the..., Living a Prosperous Life, Build a Business, Create a Non Profit for..., Money and Spirit, Financial Legacy..., Family Financial..., Strategic Financial..., Business, Estate Planning, Financial Advisory, Securities, Life Insurance, Finance, Financial Services, Wealth, Bonds, Portfolio Management, Retirement Planning, Investment Management, Investments, Financial Planners, Due Diligence
Education
San Francisco State/UC Berkeley 1980 — 1985
Business/Economics
TaHoMa 1973 — 1977
College Preparatory, College Preparatory
Saint Anthony's 1969 — 1973
San Francisco State University
University of California, Berkeley
INVESTOR ADVOCACY January 1991 - Present
Stanette Marie Rose November 1990 - June 2010
EK Riley January 2009 - January 2009
Edward Jones November 2000 - June 2008
Edward Jones January 2000 - January 2008
UBS Wealth Management January 1995 - January 2000
PaineWebber January 1995 - January 2000
Smith Barney February 1990 - January 1995
Skills
Retirement, Mutual Funds, Venture Capital, Venture Financing, Angel Investing, IPO, Executive Coaching, Public Speaking, Radio, Television, New Business Development, International Business, Investment Banking, Estate Education, Time, Talent and..., Finance Education, What is a Portfolio?, How to GO IPO!!!, Due Diligence..., Freedom From Debt, Spending Plans, Financial Action Plans, Financial Blueprints, Financial Windfall..., Ending Compulsive..., Conscious Spending, Couples in Financial..., Under Earning and the..., Living a Prosperous Life, Build a Business, Create a Non Profit for..., Money and Spirit, Financial Legacy..., Family Financial..., Strategic Financial..., Business, Estate Planning, Financial Advisory, Securities, Life Insurance, Finance, Financial Services, Wealth, Bonds, Portfolio Management, Retirement Planning, Investment Management, Investments, Financial Planners, Due Diligence
Education
San Francisco State/UC Berkeley 1980 — 1985
Business/Economics
TaHoMa 1973 — 1977
College Preparatory, College Preparatory
Saint Anthony's 1969 — 1973
San Francisco State University
University of California, Berkeley
Andrew McCarley's UBS Wealth Management Experience 2011 - 2011
Job J.D. Candidate Cumberland School of Law
Industry Law Practice
Experience
Clayton Homes March 2013 - March 2014
Altria 2012 - 2013
ESPN 2011 - 2013
Rutherfoord May 2012 - August 2012
UBS Wealth Management 2011 - 2011
Garver 2010 - 2010
Skills
New Business Development, Legal Writing, Territory..., Sales Operations, Marketing Strategy, International Law, International Business, Territory Development, Market Research, Marketing, Sales, Account Management, Microsoft Office, Microsoft Excel, Microsoft Word, Legal Research, Customer Service, Research, Event Planning, Event Management, Team Leadership, Social Media Marketing, Strategic Planning, Public Relations, Marketing Communications, Legal Issues, Travel Management, International...
Education
Samford University, Cumberland School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Alabama 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Clayton Homes March 2013 - March 2014
Altria 2012 - 2013
ESPN 2011 - 2013
Rutherfoord May 2012 - August 2012
UBS Wealth Management 2011 - 2011
Garver 2010 - 2010
Skills
New Business Development, Legal Writing, Territory..., Sales Operations, Marketing Strategy, International Law, International Business, Territory Development, Market Research, Marketing, Sales, Account Management, Microsoft Office, Microsoft Excel, Microsoft Word, Legal Research, Customer Service, Research, Event Planning, Event Management, Team Leadership, Social Media Marketing, Strategic Planning, Public Relations, Marketing Communications, Legal Issues, Travel Management, International...
Education
Samford University, Cumberland School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Alabama 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Davina Baptist's UBS Wealth Management Experience July 2007 - January 2009
Job Communication Associate at PIMCO
Industry Financial Services
Experience
PIMCO 2014 - Present
Aviva Ltd July 2011 - June 2013
Aviva Ltd January 2010 - June 2011
Singapore Tourism Board June 2009 - December 2009
UBS Wealth Management July 2007 - January 2009
Singapore Management University July 2006 - September 2006
Interactive Hub Pte Ltd April 2005 - July 2005
Skills
Internal Communications, Corporate Communications, Strategic Communications, Corporate Social..., Media Relations, Stakeholder Management, Change Management, Management, Project Management, Crisis Communications, Employee Engagement, Human Resources, Business Analysis, Budgets, Strategic Planning, Strategy, Organizational..., Event Management, Press Releases, Training, Leadership, Marketing
Education
Singapore Management University 2003 — 2007
Accounting, Corporate Communications
PIMCO 2014 - Present
Aviva Ltd July 2011 - June 2013
Aviva Ltd January 2010 - June 2011
Singapore Tourism Board June 2009 - December 2009
UBS Wealth Management July 2007 - January 2009
Singapore Management University July 2006 - September 2006
Interactive Hub Pte Ltd April 2005 - July 2005
Skills
Internal Communications, Corporate Communications, Strategic Communications, Corporate Social..., Media Relations, Stakeholder Management, Change Management, Management, Project Management, Crisis Communications, Employee Engagement, Human Resources, Business Analysis, Budgets, Strategic Planning, Strategy, Organizational..., Event Management, Press Releases, Training, Leadership, Marketing
Education
Singapore Management University 2003 — 2007
Accounting, Corporate Communications
Jaysson Reno's UBS Wealth Management Experience September 1999 - April 2005
Job VP Sales | Radio, Digital, Mobile
Industry Marketing and Advertising
Experience
Cumulus Media, Inc. March 2013 - Present
Clear Channel Media + Entertainment June 2011 - March 2013
UBS Wealth Management September 1999 - April 2005
Skills
Advertising, Strategic Partnerships, Leadership, Business Development, Sales Management, Radio Advertising, Product Marketing, New Business Development, Marketing Strategy, Customer Service, Social Media, Digital Marketing, Radio Broadcasting, Mobile Marketing, Training, Mobile Advertising, Sales Process, Deal Execution, Sales Motivation, Leadership Development, Strategic Thinking, Talent Acquisition, Integrated Marketing, Mentoring, Social Media Marketing, Turnaround Specialist, Building High..., Revenue & Profit Growth, Team Restructuring, System Design, Brand Advertising, Business Process, Return on Investment, Local Advertising, Finance, Market Share Analysis, Organizational..., Personal Development, Recruiting, Media Sales, Digital Media, Consumer Relations, Strategic Hiring, Content Management, Customer Experience, Negotiation, Partnerships, Operations Management, Account Management, National Accounts
Education
Santa Clara University - Leavey School of Business 1995 — 1999
Bachelor of Science (BS), Finance
Cumulus Media, Inc. March 2013 - Present
Clear Channel Media + Entertainment June 2011 - March 2013
UBS Wealth Management September 1999 - April 2005
Skills
Advertising, Strategic Partnerships, Leadership, Business Development, Sales Management, Radio Advertising, Product Marketing, New Business Development, Marketing Strategy, Customer Service, Social Media, Digital Marketing, Radio Broadcasting, Mobile Marketing, Training, Mobile Advertising, Sales Process, Deal Execution, Sales Motivation, Leadership Development, Strategic Thinking, Talent Acquisition, Integrated Marketing, Mentoring, Social Media Marketing, Turnaround Specialist, Building High..., Revenue & Profit Growth, Team Restructuring, System Design, Brand Advertising, Business Process, Return on Investment, Local Advertising, Finance, Market Share Analysis, Organizational..., Personal Development, Recruiting, Media Sales, Digital Media, Consumer Relations, Strategic Hiring, Content Management, Customer Experience, Negotiation, Partnerships, Operations Management, Account Management, National Accounts
Education
Santa Clara University - Leavey School of Business 1995 — 1999
Bachelor of Science (BS), Finance
Sebastian Feye Sebastian Feye's UBS Wealth Management Experience January 2013 - March 2013
Job Associate Financial Analyst at Symantec
Industry Financial Services
Experience
Symantec August 2014 - Present
Symantec June 2013 - September 2013
UBS Wealth Management January 2013 - March 2013
Santa Clara University September 2011 - June 2012
Merrill Lynch June 2011 - September 2011
Resort Watersport June 2011 - September 2011
Evans Hotels May 2010 - September 2010
OB Pet Care June 2006 - April 2010
Merrill Lynch February 2010 - March 2010
Congresswoman July 2009 - August 2009
Skills
Sailing, International Finance, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Social Media, Event Planning, Social Media Marketing, Access, Leadership, Financial Analysis, Marketing, Financial Modeling, Public Speaking, Spanish, Event Management, Accounting, Research, Team Leadership, Finance, Management, Time Management, Analysis, Data Analysis, Project Planning, Social Networking, Teamwork, Outlook, Market Research
Education
Santa Clara University 2010 — 2014
Bachelor of Commerce (B.Com.), International Finance
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, 3.9
Symantec August 2014 - Present
Symantec June 2013 - September 2013
UBS Wealth Management January 2013 - March 2013
Santa Clara University September 2011 - June 2012
Merrill Lynch June 2011 - September 2011
Resort Watersport June 2011 - September 2011
Evans Hotels May 2010 - September 2010
OB Pet Care June 2006 - April 2010
Merrill Lynch February 2010 - March 2010
Congresswoman July 2009 - August 2009
Skills
Sailing, International Finance, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Social Media, Event Planning, Social Media Marketing, Access, Leadership, Financial Analysis, Marketing, Financial Modeling, Public Speaking, Spanish, Event Management, Accounting, Research, Team Leadership, Finance, Management, Time Management, Analysis, Data Analysis, Project Planning, Social Networking, Teamwork, Outlook, Market Research
Education
Santa Clara University 2010 — 2014
Bachelor of Commerce (B.Com.), International Finance
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, 3.9
Tom Dougherty's UBS Wealth Management Experience 1999 - 2003
Job Vice President US Sales and Marketing at Moose Knuckles Canada
Industry Apparel & Fashion
Experience
SportsGearWest 2008 - Present
Moose Knuckles Canada 2013 - 2015
Canada Goose Inc 2012 - 2013
Canada Goose Inc 2009 - 2012
Skins USA 2008 - 2011
Racegun USA 2003 - 2008
UBS Wealth Management 1999 - 2003
Skills
Sales Management, Sales, Merchandising, Retail, Visual Merchandising, Fashion, Leadership, Sales Operations, Ski, Sportswear, Sporting Goods, Brand Management, Footwear, Marketing Management, Sports, Sponsorship, Trade Shows, Public Relations, Brand Development, Marketing Strategy, Event Marketing Strategy, Marketing, Action Sports, Department store, Management, Start-ups, Trend Analysis, Trend, Wholesale, Private Label, Apparel, New Business Development, Product Development, Inventory Management, Customer Service, Social Media Marketing, Strategic Planning, Forecasting, Advertising, Account Management, Social Media, Product Marketing
Education
San Diego State University-California State University 1993 — 1997
Economics
SportsGearWest 2008 - Present
Moose Knuckles Canada 2013 - 2015
Canada Goose Inc 2012 - 2013
Canada Goose Inc 2009 - 2012
Skins USA 2008 - 2011
Racegun USA 2003 - 2008
UBS Wealth Management 1999 - 2003
Skills
Sales Management, Sales, Merchandising, Retail, Visual Merchandising, Fashion, Leadership, Sales Operations, Ski, Sportswear, Sporting Goods, Brand Management, Footwear, Marketing Management, Sports, Sponsorship, Trade Shows, Public Relations, Brand Development, Marketing Strategy, Event Marketing Strategy, Marketing, Action Sports, Department store, Management, Start-ups, Trend Analysis, Trend, Wholesale, Private Label, Apparel, New Business Development, Product Development, Inventory Management, Customer Service, Social Media Marketing, Strategic Planning, Forecasting, Advertising, Account Management, Social Media, Product Marketing
Education
San Diego State University-California State University 1993 — 1997
Economics
Richard Wakefield's UBS Wealth Management Experience October 2007 - September 2009
Job Consultant at Various Startups
Industry Management Consulting
Experience
Various Start-ups August 2015 - Present
RSB Research Service Bureau GmbH September 2013 - July 2015
Various January 2013 - September 2013
Labelium September 2012 - December 2012
CWI Gruppe May 2011 - September 2012
UBS Corporate Center October 2009 - April 2011
UBS Wealth Management October 2007 - September 2009
HM Forces - British Army January 2004 - September 2007
Schroders February 2002 - December 2003
UBS Global Asset Management August 2000 - February 2002
Skills
Military, Security, Change Management, Teamwork, Team Leadership, Problem Solving, Management Consulting, Business Intelligence, Due Diligence, Competitive Intelligence, Financial Crimes..., Intellectual Property, Management Due Diligence, Security Consulting, Crisis Management, Management, Project Management, Risk Management, Business Development
Education
Sheffield Hallam University 1997 — 2000
BSc Mathematics (Hons), Applied and Theoretical
Barnard Castle School 1985 — 1997
Various A-Levels, and GCSE's
Various Start-ups August 2015 - Present
RSB Research Service Bureau GmbH September 2013 - July 2015
Various January 2013 - September 2013
Labelium September 2012 - December 2012
CWI Gruppe May 2011 - September 2012
UBS Corporate Center October 2009 - April 2011
UBS Wealth Management October 2007 - September 2009
HM Forces - British Army January 2004 - September 2007
Schroders February 2002 - December 2003
UBS Global Asset Management August 2000 - February 2002
Skills
Military, Security, Change Management, Teamwork, Team Leadership, Problem Solving, Management Consulting, Business Intelligence, Due Diligence, Competitive Intelligence, Financial Crimes..., Intellectual Property, Management Due Diligence, Security Consulting, Crisis Management, Management, Project Management, Risk Management, Business Development
Education
Sheffield Hallam University 1997 — 2000
BSc Mathematics (Hons), Applied and Theoretical
Barnard Castle School 1985 — 1997
Various A-Levels, and GCSE's
Corey CJ Steadman, Jr. Corey CJ Steadman, Jr.'s UBS Wealth Management Experience January 2013 - Present
Job The Steadman Financial Consulting Group
Industry Financial Services
Experience
UBS Wealth Management January 2013 - Present
Mitt Romney for President September 2012 - December 2012
2012 Republican National Convention February 2012 - September 2012
Newt 2012 December 2011 - February 2012
Pam Bondi for Attorney General May 2010 - August 2010
SMU Athletic Department May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Camp Rockmont May 2007 - August 2007
Prudential Securities May 2006 - August 2006
Greiner's Fine Men's Clothing 2003 - 2006
Education
Southern Methodist University 2006 — 2010
Bachelor of the Arts, Corporate Communications & Public Affairs
Berkeley Preparatory School
UBS Wealth Management January 2013 - Present
Mitt Romney for President September 2012 - December 2012
2012 Republican National Convention February 2012 - September 2012
Newt 2012 December 2011 - February 2012
Pam Bondi for Attorney General May 2010 - August 2010
SMU Athletic Department May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Camp Rockmont May 2007 - August 2007
Prudential Securities May 2006 - August 2006
Greiner's Fine Men's Clothing 2003 - 2006
Education
Southern Methodist University 2006 — 2010
Bachelor of the Arts, Corporate Communications & Public Affairs
Berkeley Preparatory School
Geraldine Mehu Geraldine Mehu's UBS Wealth Management Experience 2012 - 2014
Job Associate Market Executive, Merrill Lynch
Industry Financial Services
Experience
UBS Wealth Management 2012 - 2014
UBS Wealth Management 2011 - 2012
UBS Wealth Management 2007 - 2011
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2005 - 2007
Barclays Capital 2002 - 2004
Office of the Governor, State of NJ 1996 - 2002
Skills
Alternative Investments, Analysis, Asset Management, Asset Managment, Banking, Business Development, Cross-functional Team..., Equities, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, High Net Worth..., Insurance, Investments, Leadership, Management Consulting, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Product Management, Program Management, Relationship Management, Securities, Series 7, Strategy, Wealth Management, Private Equity, Wealth Management...
Education
SIFMA, The Wharton School
Securities Industry Institute Certificate
Cornell School of Industrial Relations
Certificate
Licensed Life Accident and Health Agent
NASD Registration 7, 9, 10 & 66
Seton Hall University
UBS Wealth Management 2012 - 2014
UBS Wealth Management 2011 - 2012
UBS Wealth Management 2007 - 2011
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2005 - 2007
Barclays Capital 2002 - 2004
Office of the Governor, State of NJ 1996 - 2002
Skills
Alternative Investments, Analysis, Asset Management, Asset Managment, Banking, Business Development, Cross-functional Team..., Equities, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, High Net Worth..., Insurance, Investments, Leadership, Management Consulting, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Product Management, Program Management, Relationship Management, Securities, Series 7, Strategy, Wealth Management, Private Equity, Wealth Management...
Education
SIFMA, The Wharton School
Securities Industry Institute Certificate
Cornell School of Industrial Relations
Certificate
Licensed Life Accident and Health Agent
NASD Registration 7, 9, 10 & 66
Seton Hall University
Rehman Kurji's UBS Wealth Management Experience January 2008 - June 2011
Job Vice President Business Development at Golden West Food Group
Industry Market Research
Experience
Golden West Food Group October 2014 - Present
Golden West Food Group June 2013 - September 2014
The Walt Disney Company April 2012 - February 2013
Miso Media January 2012 - April 2012
Acacia Neonatal January 2012 - March 2012
UBS Wealth Management January 2008 - June 2011
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Marketing Strategy, MBA, Human Resources, Analytics, Project Management, Leading Organizational..., Performance Management, Organizational..., Change Management, Financial Modeling, Leadership Development, Organizational Behavior, Cross-functional Team..., Organizational..., Financial Analysis, Management, Organizational Design, Interpersonal Skill, Leadership, Strategic Planning, Marketing, Business Development, Innovation, Entrepreneurship, Data Analysis, Team Leadership, Competitive Analysis, Talent Management, Market Research, Business Planning, Investments, Valuation, Portfolio Management, Economics, Strategy, Budgets, Business Analysis, CRM, PowerPoint, Time Management, Market Analysis, Program Management, Quantitative Analytics, Management Consulting
Education
Pepperdine University, Graziadio School of Business and Management 2011 — 2013
Master of Business Administration, Leadership and Organizational Change
Skidmore College 2003 — 2007
BA, Management/Business and Economics
Golden West Food Group October 2014 - Present
Golden West Food Group June 2013 - September 2014
The Walt Disney Company April 2012 - February 2013
Miso Media January 2012 - April 2012
Acacia Neonatal January 2012 - March 2012
UBS Wealth Management January 2008 - June 2011
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Marketing Strategy, MBA, Human Resources, Analytics, Project Management, Leading Organizational..., Performance Management, Organizational..., Change Management, Financial Modeling, Leadership Development, Organizational Behavior, Cross-functional Team..., Organizational..., Financial Analysis, Management, Organizational Design, Interpersonal Skill, Leadership, Strategic Planning, Marketing, Business Development, Innovation, Entrepreneurship, Data Analysis, Team Leadership, Competitive Analysis, Talent Management, Market Research, Business Planning, Investments, Valuation, Portfolio Management, Economics, Strategy, Budgets, Business Analysis, CRM, PowerPoint, Time Management, Market Analysis, Program Management, Quantitative Analytics, Management Consulting
Education
Pepperdine University, Graziadio School of Business and Management 2011 — 2013
Master of Business Administration, Leadership and Organizational Change
Skidmore College 2003 — 2007
BA, Management/Business and Economics
Katharine Coppola Katharine Coppola's UBS Wealth Management Experience 2006 - 2010
Job Experienced Sales Representative
Industry Financial Services
Experience
Jefferson National March 2010 - July 2015
UBS Wealth Management 2006 - 2010
Skills
Sales, Retirement Planning, Mutual Funds, Wealth Management, Insurance, Life Insurance, Investments, Asset Allocation, Salesforce.com, Series 6, Investment Advisory, Portfolio Management, Fixed Annuities, Series 63, Retirement, 401k, Strategic Financial..., Alternative Investments, Securities, Asset Management, Financial Advisory, Equities, Relationship Management, Hedge Funds, Investment Strategies, Series 7, Financial Services, Risk Management, Fixed Income, Variable Annuities, Long-term Care, Investment Management, Financial Planners, ETFs, Bonds, Wealth, Financial Planning
Education
Southern Connecticut State University 2002 — 2006
Bachelor of Science, Business Administration and Political Science
Norwalk High School 2000 — 2002
Brien McMahon High School 1998 — 2000
Jefferson National March 2010 - July 2015
UBS Wealth Management 2006 - 2010
Skills
Sales, Retirement Planning, Mutual Funds, Wealth Management, Insurance, Life Insurance, Investments, Asset Allocation, Salesforce.com, Series 6, Investment Advisory, Portfolio Management, Fixed Annuities, Series 63, Retirement, 401k, Strategic Financial..., Alternative Investments, Securities, Asset Management, Financial Advisory, Equities, Relationship Management, Hedge Funds, Investment Strategies, Series 7, Financial Services, Risk Management, Fixed Income, Variable Annuities, Long-term Care, Investment Management, Financial Planners, ETFs, Bonds, Wealth, Financial Planning
Education
Southern Connecticut State University 2002 — 2006
Bachelor of Science, Business Administration and Political Science
Norwalk High School 2000 — 2002
Brien McMahon High School 1998 — 2000
Lisett Di Donato's UBS Wealth Management Experience March 2006 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management March 2006 - Present
Prudential Securities January 1998 - March 2006
Prudential Securities January 1998 - March 2006
Skills
Strategic Financial..., Capital Markets, Financial Analysis
Education
San Diego State University-California State University 2003 — 2006
MBA, Financial Planning
University of California, Berkeley 1992 — 1993
Finance Program
Universidad Metropolitana (VE) 1988 — 1992
BBA, Bussines Administration
Colegio de Santo Tomas de Villanueva 1978 — 1988
High School Diploma
UBS Wealth Management March 2006 - Present
Prudential Securities January 1998 - March 2006
Prudential Securities January 1998 - March 2006
Skills
Strategic Financial..., Capital Markets, Financial Analysis
Education
San Diego State University-California State University 2003 — 2006
MBA, Financial Planning
University of California, Berkeley 1992 — 1993
Finance Program
Universidad Metropolitana (VE) 1988 — 1992
BBA, Bussines Administration
Colegio de Santo Tomas de Villanueva 1978 — 1988
High School Diploma
James R. Oplt James R. Oplt's UBS Wealth Management Experience September 1976 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management September 1976 - Present
Education
Simpson College 1968 — 1972
UBS Wealth Management September 1976 - Present
Education
Simpson College 1968 — 1972
Luke Skelly's UBS Wealth Management Experience September 2011 - December 2011
Job Experienced Assurance Associate
Industry Computer Software
Experience
PwC January 2014 - Present
Nordstrom August 2013 - December 2013
Novogradac & Company LLP January 2013 - April 2013
PACCAR September 2012 - December 2012
PACCAR June 2012 - September 2012
UBS Wealth Management September 2011 - December 2011
JPMorgan Chase September 2010 - September 2011
Deloitte June 2011 - June 2011
BMW June 2008 - October 2008
Skills
Auditing, Microsoft Excel, Financial Analysis, Accounting, Outlook, Microsoft Office, Management, Teamwork, Accounts Payable, Corporate Finance, Financial Reporting, Leadership, Parallel Parking, Coffee
Education
Seattle University 2012 — 2013
Master of Professional Accounting
Seattle University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Mercer Island High School 2005 — 2008
High School Diploma
PwC January 2014 - Present
Nordstrom August 2013 - December 2013
Novogradac & Company LLP January 2013 - April 2013
PACCAR September 2012 - December 2012
PACCAR June 2012 - September 2012
UBS Wealth Management September 2011 - December 2011
JPMorgan Chase September 2010 - September 2011
Deloitte June 2011 - June 2011
BMW June 2008 - October 2008
Skills
Auditing, Microsoft Excel, Financial Analysis, Accounting, Outlook, Microsoft Office, Management, Teamwork, Accounts Payable, Corporate Finance, Financial Reporting, Leadership, Parallel Parking, Coffee
Education
Seattle University 2012 — 2013
Master of Professional Accounting
Seattle University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Mercer Island High School 2005 — 2008
High School Diploma
Wylie Fernyhough Wylie Fernyhough's UBS Wealth Management Experience April 2011 - September 2011
Job Research Analyst at Harvest Capital Advisors Inc.
Industry Financial Services
Experience
Harvest Capital Advisors Inc. February 2014 - Present
Seattle University Redhawk Fund June 2012 - June 2013
Scottrade April 2012 - September 2012
UBS Wealth Management April 2011 - September 2011
Skills
Microsoft Excel, Bloomberg Terminal, Investments, Equity Research, Derivatives, Economics, Portfolio Management, Customer Service, Teamwork, Data Analysis
Education
Seattle University 2009 — 2013
Bachelor of Arts (BA), Finance, General
Harvest Capital Advisors Inc. February 2014 - Present
Seattle University Redhawk Fund June 2012 - June 2013
Scottrade April 2012 - September 2012
UBS Wealth Management April 2011 - September 2011
Skills
Microsoft Excel, Bloomberg Terminal, Investments, Equity Research, Derivatives, Economics, Portfolio Management, Customer Service, Teamwork, Data Analysis
Education
Seattle University 2009 — 2013
Bachelor of Arts (BA), Finance, General
Alex Blanton Alex Blanton's UBS Wealth Management Experience July 2012 - August 2012
Job Business Leadership Program Associate at LinkedIn
Industry Financial Services
Experience
LinkedIn August 2015 - Present
AlleyNYC September 2014 - April 2015
JumpStart Wireless June 2013 - August 2014
Camelback Music March 2013 - March 2014
OneBeat June 2013 - August 2013
Protocol Capital Management November 2012 - April 2013
UBS Wealth Management July 2012 - August 2012
Vector Marketing June 2010 - August 2011
Skills
Music Production, Sales & Marketing..., Facebook, Music Industry, Microsoft Applications, Social Networking, Social Media, Blogging, Marketing, Google Adwords, Google Adwords..., Enterprise Technology..., Start-ups
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (BS), Finance, Cum Laude
NYU Shanghai at East China Normal University 2013 — 2013
Business, Chinese Language
Southern Methodist University 2011 — 2012
Bachelor of Science (BS), Finance
LinkedIn August 2015 - Present
AlleyNYC September 2014 - April 2015
JumpStart Wireless June 2013 - August 2014
Camelback Music March 2013 - March 2014
OneBeat June 2013 - August 2013
Protocol Capital Management November 2012 - April 2013
UBS Wealth Management July 2012 - August 2012
Vector Marketing June 2010 - August 2011
Skills
Music Production, Sales & Marketing..., Facebook, Music Industry, Microsoft Applications, Social Networking, Social Media, Blogging, Marketing, Google Adwords, Google Adwords..., Enterprise Technology..., Start-ups
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (BS), Finance, Cum Laude
NYU Shanghai at East China Normal University 2013 — 2013
Business, Chinese Language
Southern Methodist University 2011 — 2012
Bachelor of Science (BS), Finance
Patricia Hawkins Patricia Hawkins's UBS Wealth Management Experience August 2014 - Present
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
Morgan Stanley January 2008 - August 2014
Wells Fargo February 2000 - January 2008
Skills
Series 63, Series 7, Asset Allocation, Microsoft Office, Series 65, Securities, Retirement Planning, Investments
Education
Shasta College 1997 — 1999
UBS Wealth Management August 2014 - Present
Morgan Stanley January 2008 - August 2014
Wells Fargo February 2000 - January 2008
Skills
Series 63, Series 7, Asset Allocation, Microsoft Office, Series 65, Securities, Retirement Planning, Investments
Education
Shasta College 1997 — 1999
Nina Caufield Nina Caufield's UBS Wealth Management Experience May 2010 - August 2010
Job Business Strategist at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private April 2015 - Present
Acacia Financial Group LLC May 2012 - March 2015
Nina's Ice Cream Parlor May 2008 - April 2012
Smith College April 2009 - May 2011
UBS Wealth Management May 2010 - August 2010
Skills
Finance, Business Planning, Financial Modeling, Municipal Bonds, Financial Analysis, Microsoft Excel, Data Analysis, Equities, Bloomberg, Marketing, Strategic Planning, PowerPoint, Public Sector Financial...
Education
Smith College 2007 — 2011
BA, Economics, Chemistry
Smith College 2007 — 2011
Bachelor's degree, Economics
Fieldpoint Private April 2015 - Present
Acacia Financial Group LLC May 2012 - March 2015
Nina's Ice Cream Parlor May 2008 - April 2012
Smith College April 2009 - May 2011
UBS Wealth Management May 2010 - August 2010
Skills
Finance, Business Planning, Financial Modeling, Municipal Bonds, Financial Analysis, Microsoft Excel, Data Analysis, Equities, Bloomberg, Marketing, Strategic Planning, PowerPoint, Public Sector Financial...
Education
Smith College 2007 — 2011
BA, Economics, Chemistry
Smith College 2007 — 2011
Bachelor's degree, Economics
Karl Sison Karl Sison's UBS Wealth Management Experience October 2008 - June 2011
Job Paralegal at Sison Law Offices, P.C.
Industry Legal Services
Experience
RD & Associates, PA., LLC. June 2014 - Present
Sison Law Offices, P.C. June 2011 - Present
UBS Wealth Management October 2008 - June 2011
Skills
PowerPoint, Microsoft Excel, Access, HTML, Microsoft Office, Data Analysis, Outlook, Research, Microsoft Word, Customer Service, Management, SharePoint, Troubleshooting, Public Speaking, Sales, Training, Editing, Real Estate, Fundraising
Education
Seton Hall University 2005 — 2009
Bachelor of Arts, Political Science
Seton Hall University
RD & Associates, PA., LLC. June 2014 - Present
Sison Law Offices, P.C. June 2011 - Present
UBS Wealth Management October 2008 - June 2011
Skills
PowerPoint, Microsoft Excel, Access, HTML, Microsoft Office, Data Analysis, Outlook, Research, Microsoft Word, Customer Service, Management, SharePoint, Troubleshooting, Public Speaking, Sales, Training, Editing, Real Estate, Fundraising
Education
Seton Hall University 2005 — 2009
Bachelor of Arts, Political Science
Seton Hall University
Charles Bruce Woodward Charles Bruce Woodward's UBS Wealth Management Experience August 1994 - December 2008
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
UBS Wealth Management August 1994 - December 2008
Education
San Jose State University
BA, Advertising
Wells Fargo Advisors, LLC January 2009 - Present
UBS Wealth Management August 1994 - December 2008
Education
San Jose State University
BA, Advertising
Abbas Khoshnevissan Abbas Khoshnevissan's UBS Wealth Management Experience May 2001 - January 2008
Job Managing Director Investments at Wells Fargo Advisors, LLC, Premier Advisor, Chairman's Council
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
UBS Wealth Management May 2001 - January 2008
Bear Stearns April 1991 - May 2001
Donaldson, Lufkin & Jenrette April 1989 - April 1991
Shearson Lehman 1987 - 1989
Education
San Jose State University
Masters, Economics
Wells Fargo Advisors, LLC January 2008 - Present
UBS Wealth Management May 2001 - January 2008
Bear Stearns April 1991 - May 2001
Donaldson, Lufkin & Jenrette April 1989 - April 1991
Shearson Lehman 1987 - 1989
Education
San Jose State University
Masters, Economics
Matt D'Anna Matt D'Anna's UBS Wealth Management Experience December 2014 - Present
Job Operations Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2014 - Present
Allstate September 2014 - December 2014
UBS Wealth Management January 2014 - August 2014
UBS Wealth Management September 2010 - January 2014
Skills
Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Alternative Investments, Financial Analysis, Financial Services, Risk Management, Securities, Finance, Hedge Funds, Equities
Education
St. Thomas Aquinas College 2009 — 2010
Bachelor of Science (B.S.), Finance, General
Siena College 2006 — 2008
Finance, General
UBS Wealth Management December 2014 - Present
Allstate September 2014 - December 2014
UBS Wealth Management January 2014 - August 2014
UBS Wealth Management September 2010 - January 2014
Skills
Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Alternative Investments, Financial Analysis, Financial Services, Risk Management, Securities, Finance, Hedge Funds, Equities
Education
St. Thomas Aquinas College 2009 — 2010
Bachelor of Science (B.S.), Finance, General
Siena College 2006 — 2008
Finance, General
Timothy Pearce Timothy Pearce's UBS Wealth Management Experience 2007 - 2010
Job Regional Sales Manager Director of Client Engagement, Wealth Management
Industry Financial Services
Experience
Northern Trust October 2013 - Present
Robert W. Baird & Co. July 2011 - July 2012
UBS Wealth Management 2007 - 2010
CUNA Mutual Group 2005 - 2007
Mid America Bank 1997 - 2005
NBD/First Chicago 1990 - 1997
Skills
Business Development, Business & Growth..., Executive Coaching,, Leadership Excellence., Sales Management, P & L Management, Licensing, Series 7, Strategic Planning, Business Planning, Customer Relations, New Business Development, Leadership Development, Process Improvement, Team Building, Team Leadership, Coaching, Acquisition Integration, Strategy Development, Financial Services, Asset Management, Investments, Business Coaching, Practice Management, Customer Service, Leadership, Strategy, P&L Management, Finance, Wealth Management, Management
Education
Southern Illinois University, Carbondale 1983 — 1988
Business Economics
Northern Trust October 2013 - Present
Robert W. Baird & Co. July 2011 - July 2012
UBS Wealth Management 2007 - 2010
CUNA Mutual Group 2005 - 2007
Mid America Bank 1997 - 2005
NBD/First Chicago 1990 - 1997
Skills
Business Development, Business & Growth..., Executive Coaching,, Leadership Excellence., Sales Management, P & L Management, Licensing, Series 7, Strategic Planning, Business Planning, Customer Relations, New Business Development, Leadership Development, Process Improvement, Team Building, Team Leadership, Coaching, Acquisition Integration, Strategy Development, Financial Services, Asset Management, Investments, Business Coaching, Practice Management, Customer Service, Leadership, Strategy, P&L Management, Finance, Wealth Management, Management
Education
Southern Illinois University, Carbondale 1983 — 1988
Business Economics
Evan Purcell Evan Purcell's UBS Wealth Management Experience May 2012 - December 2012
Job Vice President of Business Development at Aqua Design Innovations
Industry Financial Services
Experience
Aqua Design Innovations September 2015 - Present
Evan Purcell Photography May 2010 - Present
Boombotix January 2013 - July 2013
UBS Wealth Management May 2012 - December 2012
Neighborly Services and Landscaping May 2006 - August 2010
Skills
Inventory Management, Excel, Cost Control, PowerPoint, Access, iPhone, Tutoring, Photo Editing, Sports Photography, Travel Photography, Architectural..., Commercial Photography, Landscape Photography, Microsoft Excel, Microsoft Word, Sales, Business Development, Customer Relationship..., Sustainability..., Public Speaking, Wealth Management, Photography, Analysis, Data Analysis, Google Analytics, Financial Analysis, Sales Operations, Strategic Sales Plans, Marketing Strategy, Market Research, Social Media Marketing, Problem Solving, Finance, Social Media, CRM, Leadership, Social Networking, Photoshop, Online Marketing, Facebook, Start-ups, Product Marketing, Event Planning, Customer Service, Digital Photography, Executive Headshots, Communication
Education
San Francisco State University 2009 — 2013
Bachelors of Science, Business Administration- Financial Services, Graduate
Aqua Design Innovations September 2015 - Present
Evan Purcell Photography May 2010 - Present
Boombotix January 2013 - July 2013
UBS Wealth Management May 2012 - December 2012
Neighborly Services and Landscaping May 2006 - August 2010
Skills
Inventory Management, Excel, Cost Control, PowerPoint, Access, iPhone, Tutoring, Photo Editing, Sports Photography, Travel Photography, Architectural..., Commercial Photography, Landscape Photography, Microsoft Excel, Microsoft Word, Sales, Business Development, Customer Relationship..., Sustainability..., Public Speaking, Wealth Management, Photography, Analysis, Data Analysis, Google Analytics, Financial Analysis, Sales Operations, Strategic Sales Plans, Marketing Strategy, Market Research, Social Media Marketing, Problem Solving, Finance, Social Media, CRM, Leadership, Social Networking, Photoshop, Online Marketing, Facebook, Start-ups, Product Marketing, Event Planning, Customer Service, Digital Photography, Executive Headshots, Communication
Education
San Francisco State University 2009 — 2013
Bachelors of Science, Business Administration- Financial Services, Graduate
Chris Schrade Chris Schrade's UBS Wealth Management Experience July 2002 - December 2007
Job Safety Coordinator/Sales & Marketing at A Quick Pick Crane & Rigging Service
Industry Health, Wellness and Fitness
Experience
A Quick Pick Crane & Rigging Service March 2013 - Present
A Quick Pick Crane & Rigging Service 2010 - Present
Calasanz Martial Arts & Fitness System December 2006 - November 2012
UBS Wealth Management July 2002 - December 2007
A Quick Pick Crane Service May 2000 - January 2002
Skills
Strength Training, Fitness, MMA, Boxing, Martial Arts, Fitness Training, Self Defense, Kickboxing, Small Business, Investments, Athletics, Entrepreneurship, Coaching, Strategic Financial..., Holistic Health, Business Planning, Operant Conditioning, Public Speaking, Wellness, Lifestyle Coaching, Wellness Coaching, Sports, Marketing, Training, Teaching, Strategic Planning, Nutrition, Personal Development, Team Building, Integrated Marketing, Management, Social Media, Contract Negotiation, New Business Development, Customer Service, Sales Management
Education
Southern Connecticut State University 2000 — 2001
Business Adminstration
University of Bridgeport 1996 — 2000
Bachelor of Arts (BA), Social Sciences
A Quick Pick Crane & Rigging Service March 2013 - Present
A Quick Pick Crane & Rigging Service 2010 - Present
Calasanz Martial Arts & Fitness System December 2006 - November 2012
UBS Wealth Management July 2002 - December 2007
A Quick Pick Crane Service May 2000 - January 2002
Skills
Strength Training, Fitness, MMA, Boxing, Martial Arts, Fitness Training, Self Defense, Kickboxing, Small Business, Investments, Athletics, Entrepreneurship, Coaching, Strategic Financial..., Holistic Health, Business Planning, Operant Conditioning, Public Speaking, Wellness, Lifestyle Coaching, Wellness Coaching, Sports, Marketing, Training, Teaching, Strategic Planning, Nutrition, Personal Development, Team Building, Integrated Marketing, Management, Social Media, Contract Negotiation, New Business Development, Customer Service, Sales Management
Education
Southern Connecticut State University 2000 — 2001
Business Adminstration
University of Bridgeport 1996 — 2000
Bachelor of Arts (BA), Social Sciences
Daniel J. Lykken Daniel J. Lykken's UBS Wealth Management Experience June 2003 - October 2007
Job at US Bank
Industry Banking
Experience
US Bank February 2009 - Present
Bank of America 2007 - August 2008
UBS Wealth Management June 2003 - October 2007
The Logix Companies December 2000 - June 2003
Merrill Lynch 1991 - 2000
Union Bank of California October 1987 - June 1991
Skills
Banking, Portfolio Management, Credit, Loans, Mergers & Acquisitions, Commercial Banking, Finance, Corporate Finance, Mortgage Lending, Financial Services, Due Diligence, Cash Management, Team Leadership, Treasury Management, Commercial Lending, Business Planning, Investments, Relationship Management, Wealth Management, Commercial Mortgages, Financial Structuring, Private Banking
Education
University of Denver - Daniels College of Business 1995 — 1997
MSF, Finance
San Diego State University-California State University 1982 — 1987
Business, Finance
US Bank February 2009 - Present
Bank of America 2007 - August 2008
UBS Wealth Management June 2003 - October 2007
The Logix Companies December 2000 - June 2003
Merrill Lynch 1991 - 2000
Union Bank of California October 1987 - June 1991
Skills
Banking, Portfolio Management, Credit, Loans, Mergers & Acquisitions, Commercial Banking, Finance, Corporate Finance, Mortgage Lending, Financial Services, Due Diligence, Cash Management, Team Leadership, Treasury Management, Commercial Lending, Business Planning, Investments, Relationship Management, Wealth Management, Commercial Mortgages, Financial Structuring, Private Banking
Education
University of Denver - Daniels College of Business 1995 — 1997
MSF, Finance
San Diego State University-California State University 1982 — 1987
Business, Finance
Clinton Miracle Clinton Miracle's UBS Wealth Management Experience March 2012 - June 2012
Job Vendor Merchandise Analyst
Industry Retail
Experience
Amazon July 2015 - Present
zulily January 2015 - Present
zulily April 2013 - Present
Amazon August 2012 - March 2013
UBS Wealth Management March 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Customer Service, Outlook, Microsoft Word, Analysis, Public Speaking, Financial Analysis, Market Research, Leadership
Education
Seattle Pacific University 2008 — 2012
Bachelor of Arts, International Business, Economics
South West University 2010 — 2010
Chinese Business
Amazon July 2015 - Present
zulily January 2015 - Present
zulily April 2013 - Present
Amazon August 2012 - March 2013
UBS Wealth Management March 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Customer Service, Outlook, Microsoft Word, Analysis, Public Speaking, Financial Analysis, Market Research, Leadership
Education
Seattle Pacific University 2008 — 2012
Bachelor of Arts, International Business, Economics
South West University 2010 — 2010
Chinese Business
Michael Wetrich Michael Wetrich's UBS Wealth Management Experience November 1996 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 1996 - Present
Barnes & Noble Booksellers 1992 - 1996
Education
South Dakota State University 1985 — 1991
MS, Exercise Physiology
UBS Wealth Management November 1996 - Present
Barnes & Noble Booksellers 1992 - 1996
Education
South Dakota State University 1985 — 1991
MS, Exercise Physiology
Michael Deogirikar Michael Deogirikar's UBS Wealth Management Experience 2004 - 2005
Job
Industry Financial Services
Experience
Gap Inc. August 2015 - Present
Stanford Hospital & Clinics January 2014 - Present
Ernst & Young LLP July 2006 - July 2015
Apple Inc. 2005 - 2006
UBS Wealth Management 2004 - 2005
Skills
Financial Analysis, Financial Reporting, Valuation, Financial Modeling, Microsoft Excel, Photography, International Growth, Auditing, Financial Accounting, Corporate Finance, Due Diligence, Internal Controls, Finance, Tax, Global Mobility, Management, Strategy
Education
Santa Clara University - Leavey School of Business 2002 — 2006
Bachelor of Science, Finance with Entrepreneurship Certificate
Franklin College in Switzerland 2004 — 2005
International Business
Pinewood High School 1996 — 2002
Leysin American School in Switzerland 1999 — 2000
TASIS: The American School in England 1999 — 1999
Anglo American School of Moscow 1995 — 1996
Gap Inc. August 2015 - Present
Stanford Hospital & Clinics January 2014 - Present
Ernst & Young LLP July 2006 - July 2015
Apple Inc. 2005 - 2006
UBS Wealth Management 2004 - 2005
Skills
Financial Analysis, Financial Reporting, Valuation, Financial Modeling, Microsoft Excel, Photography, International Growth, Auditing, Financial Accounting, Corporate Finance, Due Diligence, Internal Controls, Finance, Tax, Global Mobility, Management, Strategy
Education
Santa Clara University - Leavey School of Business 2002 — 2006
Bachelor of Science, Finance with Entrepreneurship Certificate
Franklin College in Switzerland 2004 — 2005
International Business
Pinewood High School 1996 — 2002
Leysin American School in Switzerland 1999 — 2000
TASIS: The American School in England 1999 — 1999
Anglo American School of Moscow 1995 — 1996
Robert Faulkner Robert Faulkner's UBS Wealth Management Experience July 2010 - April 2015
Job The next phase of my life
Industry Research
Experience
Retired & doing ... April 2015 - Present
UBS Wealth Management July 2010 - April 2015
TheStreet.com January 2005 - August 2010
1838 Investment Advisors September 2000 - December 2004
Merrill Lynch Investment Managers January 1990 - August 2000
Merrill Lynch / BlackRock 1989 - 2000
Alex. Brown & Sons 1989 - 1990
CIBC Wood Gundy January 1987 - January 1989
Skills
Investments, Equity Research, Analysis, Investment Banking, Investment Strategies, Finance, Portfolio Management, Alternative Investments, Capital Markets, Mutual Funds, Strategy, Editing, Research, Wealth Management, Hedge Funds, Start-ups, Financial Modeling, Series 7, Management, Equities, Venture Capital, Entrepreneurship, Valuation, Competitive Analysis, Private Equity, Asset Management, Securities, Marketing, Asset Allocation, Fixed Income, Bloomberg, Telecommunications, Trading, Financial Markets
Education
Seton Hall University 1975 — 1981
MBA
Retired & doing ... April 2015 - Present
UBS Wealth Management July 2010 - April 2015
TheStreet.com January 2005 - August 2010
1838 Investment Advisors September 2000 - December 2004
Merrill Lynch Investment Managers January 1990 - August 2000
Merrill Lynch / BlackRock 1989 - 2000
Alex. Brown & Sons 1989 - 1990
CIBC Wood Gundy January 1987 - January 1989
Skills
Investments, Equity Research, Analysis, Investment Banking, Investment Strategies, Finance, Portfolio Management, Alternative Investments, Capital Markets, Mutual Funds, Strategy, Editing, Research, Wealth Management, Hedge Funds, Start-ups, Financial Modeling, Series 7, Management, Equities, Venture Capital, Entrepreneurship, Valuation, Competitive Analysis, Private Equity, Asset Management, Securities, Marketing, Asset Allocation, Fixed Income, Bloomberg, Telecommunications, Trading, Financial Markets
Education
Seton Hall University 1975 — 1981
MBA
Daniel Caffrey Daniel Caffrey's UBS Wealth Management Experience February 2008 - July 2009
Job Regional Sales Director at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage July 2015 - Present
Township of Morris January 2009 - Present
EisnerAmper Wealth Management Coprorate Benefits January 2014 - July 2015
Merrill Lynch September 2010 - January 2014
Compensation Solutions Inc July 2009 - September 2010
UBS Wealth Management February 2008 - July 2009
Mortgage Express/Superior Mortgage October 2005 - February 2008
Home 123 October 2001 - September 2005
Champion Mortgage July 1986 - October 2001
Skills
Wealth Management, Small Business, Public Speaking, Strategic Planning, Customer Relations, Investments, Customer Service, Banking, Budgets, Credit, Finance, Financial Analysis, Financial Services, Human Resources, Insurance, Loans, Management, Real Estate, Refinance, Risk Management, Sales, Strategic Financial..., Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Mortgage Lending, Retirement Planning, Investment Advisory, Series 63, Securities, Asset Management, 401k, Asset Allocation, Equities, Alternative Investments, Retirement, Estate Planning, Community Service, Defined Benefit, Defined Contribution, Pensions, Employee Benefits, Investment Strategies, Financial Planning
Education
Seton Hall University 1978 — 1982
Bachelor of Arts (BA), Business Communications
The Retirement Advantage July 2015 - Present
Township of Morris January 2009 - Present
EisnerAmper Wealth Management Coprorate Benefits January 2014 - July 2015
Merrill Lynch September 2010 - January 2014
Compensation Solutions Inc July 2009 - September 2010
UBS Wealth Management February 2008 - July 2009
Mortgage Express/Superior Mortgage October 2005 - February 2008
Home 123 October 2001 - September 2005
Champion Mortgage July 1986 - October 2001
Skills
Wealth Management, Small Business, Public Speaking, Strategic Planning, Customer Relations, Investments, Customer Service, Banking, Budgets, Credit, Finance, Financial Analysis, Financial Services, Human Resources, Insurance, Loans, Management, Real Estate, Refinance, Risk Management, Sales, Strategic Financial..., Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Mortgage Lending, Retirement Planning, Investment Advisory, Series 63, Securities, Asset Management, 401k, Asset Allocation, Equities, Alternative Investments, Retirement, Estate Planning, Community Service, Defined Benefit, Defined Contribution, Pensions, Employee Benefits, Investment Strategies, Financial Planning
Education
Seton Hall University 1978 — 1982
Bachelor of Arts (BA), Business Communications
Alai Olivarria Alai Olivarria's UBS Wealth Management Experience Product Sales SpecialistUBS2011 - 2014
Job Product Sales Specialist at UBS
Industry Banking
Experience
UBS Wealth Management Product Sales SpecialistUBS2011 - 2014
Skills
Equities, Portfolio Management, Wealth Management, Relationship Management, Retail Banking, Asset Management, Banking, Series 7, Sales, Asset Allocation, Investment Strategies
Education
San Diego State University-California State University
UBS Wealth Management Product Sales SpecialistUBS2011 - 2014
Skills
Equities, Portfolio Management, Wealth Management, Relationship Management, Retail Banking, Asset Management, Banking, Series 7, Sales, Asset Allocation, Investment Strategies
Education
San Diego State University-California State University
James Novak James Novak's UBS Wealth Management Experience June 1997 - May 2011
Job Commercial Risk Management
Industry Financial Services
Experience
Archer Financial Services March 2014 - Present
INTL FCStone Inc. December 2012 - Present
UBS Wealth Management June 1997 - May 2011
Novak Financial July 1991 - April 1997
O'Conner & Company June 1985 - October 1992
Skills
Series 63, Investments, Asset Management, Bloomberg, Financial Markets, Financial Services, Portfolio Management, Trading Systems
Education
Southern Illinois University, Carbondale 1975 — 1979
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
York High School 1970 — 1974
Archer Financial Services March 2014 - Present
INTL FCStone Inc. December 2012 - Present
UBS Wealth Management June 1997 - May 2011
Novak Financial July 1991 - April 1997
O'Conner & Company June 1985 - October 1992
Skills
Series 63, Investments, Asset Management, Bloomberg, Financial Markets, Financial Services, Portfolio Management, Trading Systems
Education
Southern Illinois University, Carbondale 1975 — 1979
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
York High School 1970 — 1974
Christopher Dutra's UBS Wealth Management Experience March 2011 - August 2011
Job Senior Product Engineer at Apprenda Inc.
Industry Information Technology and Services
Experience
Apprenda Inc. May 2014 - Present
MicroStrategy February 2013 - May 2014
UBS August 2011 - February 2013
UBS Wealth Management March 2011 - August 2011
UBS Wealth Management July 2008 - March 2011
Seton Hall University October 2005 - June 2008
Skills
Cloud Computing, Enterprise Software, Software Development, Business Intelligence, Mobile Technology, Integration, Mobile Devices, Agile Methodologies, Enterprise Architecture, Databases, Enterprise Integration, Apprenda, Amazon AWS, PaaS, Architecture, NetApp, VMware Infrastructure, MongoDB, Cisco UCS, Windows Azure, Data Warehousing, Linux, Unix, SaaS, SDLC, Business Development, Management, User Interface Design, Solution Architecture, SOA, SQL, Research, Oracle, Software Project..., Scrum, Mobile Security, IT Strategy, Java Enterprise Edition, iOS, Android, Web Development, Web Services, Agile Project Management, XML, Mobile Applications, iOS development, Java
Education
Seton Hall University 2004 — 2008
Bachelors, Computer Science
Rockland High School 2000 — 2004
Diploma
Apprenda Inc. May 2014 - Present
MicroStrategy February 2013 - May 2014
UBS August 2011 - February 2013
UBS Wealth Management March 2011 - August 2011
UBS Wealth Management July 2008 - March 2011
Seton Hall University October 2005 - June 2008
Skills
Cloud Computing, Enterprise Software, Software Development, Business Intelligence, Mobile Technology, Integration, Mobile Devices, Agile Methodologies, Enterprise Architecture, Databases, Enterprise Integration, Apprenda, Amazon AWS, PaaS, Architecture, NetApp, VMware Infrastructure, MongoDB, Cisco UCS, Windows Azure, Data Warehousing, Linux, Unix, SaaS, SDLC, Business Development, Management, User Interface Design, Solution Architecture, SOA, SQL, Research, Oracle, Software Project..., Scrum, Mobile Security, IT Strategy, Java Enterprise Edition, iOS, Android, Web Development, Web Services, Agile Project Management, XML, Mobile Applications, iOS development, Java
Education
Seton Hall University 2004 — 2008
Bachelors, Computer Science
Rockland High School 2000 — 2004
Diploma
Geoffrey Ortiz Geoffrey Ortiz's UBS Wealth Management Experience March 2000 - December 2003
Job CEO at So Cal Medical Sales Inc.
Industry Hospital & Health Care
Experience
So Cal Medical Sales Inc. January 2015 - Present
TransMotion Medical, Inc. January 2012 - Present
Malibu Playhouse March 2012 - May 2013
Malibu Stage Company 1999 - September 2012
Essentia Financial September 2011 - June 2012
Widgets Inc. June 2006 - September 2011
Crowell Weedon & Co. January 2004 - June 2006
UBS Wealth Management March 2000 - December 2003
Morgan Stanley February 1990 - March 2000
Municicorp of California January 1988 - February 1990
Skills
Sales Management, Selling, Team Building, Negotiation, Product Development, Forecasting, Mergers, Business Strategy, Strategic Planning, Customer Relations, Marketing Strategy, Business Analysis, Financial Analysis, Microsoft Office, Equities, Strategy Development, Contract Negotiations, Valuation, Public Speaking, Research, Private Equity, Market Analysis, Investment Banking, Excel, Supply Chain Management, Account Management, Non-profits, Investments, Contract Management, Financial Planning, New Business Development, Portfolio Management, Asset Management, Online Marketing, Business Planning, PowerPoint, Outlook, Strategic Financial..., Asset Managment, Contract Negotiation
Education
University of California, Los Angeles 1976 — 1981
Bachelor of Arts (B.A.), Economics
Santa Monica College 1978 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
So Cal Medical Sales Inc. January 2015 - Present
TransMotion Medical, Inc. January 2012 - Present
Malibu Playhouse March 2012 - May 2013
Malibu Stage Company 1999 - September 2012
Essentia Financial September 2011 - June 2012
Widgets Inc. June 2006 - September 2011
Crowell Weedon & Co. January 2004 - June 2006
UBS Wealth Management March 2000 - December 2003
Morgan Stanley February 1990 - March 2000
Municicorp of California January 1988 - February 1990
Skills
Sales Management, Selling, Team Building, Negotiation, Product Development, Forecasting, Mergers, Business Strategy, Strategic Planning, Customer Relations, Marketing Strategy, Business Analysis, Financial Analysis, Microsoft Office, Equities, Strategy Development, Contract Negotiations, Valuation, Public Speaking, Research, Private Equity, Market Analysis, Investment Banking, Excel, Supply Chain Management, Account Management, Non-profits, Investments, Contract Management, Financial Planning, New Business Development, Portfolio Management, Asset Management, Online Marketing, Business Planning, PowerPoint, Outlook, Strategic Financial..., Asset Managment, Contract Negotiation
Education
University of California, Los Angeles 1976 — 1981
Bachelor of Arts (B.A.), Economics
Santa Monica College 1978 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Brent Daniels's UBS Wealth Management Experience June 2011 - September 2011
Job Systems Integration Consulting at Accenture
Industry Information Technology and Services
Experience
Accenture September 2012 - Present
Santa Clara Development June 2011 - September 2011
UBS Wealth Management June 2011 - September 2011
Santa Clara University September 2010 - June 2011
Leavey School of Business 2010 - 2011
Leavey School of Business July 2010 - August 2010
Santa Clara University September 2009 - June 2010
Palos Verdes Investments June 2007 - September 2009
Prime Objective Corporation May 2005 - January 2008
Skills
Data Analysis, Social Networking, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Social Media, Salesforce.com, Program Management, Microsoft Word, Public Speaking, Integration, Event Planning, Facebook, Research, Financial Analysis, Access, Leadership
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.S.), Finance
Palos Verdes Peninsula High School 2004 — 2008
Accenture September 2012 - Present
Santa Clara Development June 2011 - September 2011
UBS Wealth Management June 2011 - September 2011
Santa Clara University September 2010 - June 2011
Leavey School of Business 2010 - 2011
Leavey School of Business July 2010 - August 2010
Santa Clara University September 2009 - June 2010
Palos Verdes Investments June 2007 - September 2009
Prime Objective Corporation May 2005 - January 2008
Skills
Data Analysis, Social Networking, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Social Media, Salesforce.com, Program Management, Microsoft Word, Public Speaking, Integration, Event Planning, Facebook, Research, Financial Analysis, Access, Leadership
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.S.), Finance
Palos Verdes Peninsula High School 2004 — 2008
Ernest Greywacz Ernest Greywacz's UBS Wealth Management Experience March 2000 - February 2009
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2009 - Present
UBS Wealth Management March 2000 - February 2009
Paine Webber February 1995 - March 2000
Prudential Financial January 1988 - January 1990
Royal Alliance Financial Services November 1985 - January 1988
Education
Southern Connecticut State University 1972 — 1976
BA, Economics
Oppenheimer & Co. Inc. February 2009 - Present
UBS Wealth Management March 2000 - February 2009
Paine Webber February 1995 - March 2000
Prudential Financial January 1988 - January 1990
Royal Alliance Financial Services November 1985 - January 1988
Education
Southern Connecticut State University 1972 — 1976
BA, Economics
Jaron Singletary's UBS Wealth Management Experience March 2011 - January 2012
Job Branch Manager
Industry Financial Services
Experience
UBS Financial Services Inc January 2012 - Present
UBS Wealth Management March 2011 - January 2012
UBS Wealth Management July 2009 - March 2011
UBS Wealth Management January 2008 - July 2009
UBS Wealth Management March 2006 - January 2008
UBS Wealth Management 2002 - March 2006
Education
Southeastern Louisiana University
BA, Finance
UBS Financial Services Inc January 2012 - Present
UBS Wealth Management March 2011 - January 2012
UBS Wealth Management July 2009 - March 2011
UBS Wealth Management January 2008 - July 2009
UBS Wealth Management March 2006 - January 2008
UBS Wealth Management 2002 - March 2006
Education
Southeastern Louisiana University
BA, Finance
J.C. Graham, CFP(R) J.C. Graham, CFP(R)'s UBS Wealth Management Experience April 2001 - August 2008
Job Sr. Vice President
Industry Financial Services
Experience
Regional Financial Services Firm October 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - October 2012
UBS Wealth Management April 2001 - August 2008
UBS Financial Services March 2002 - March 2005
Skills
Wealth Management, Series 7, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Portfolio Management, Investments, Financial Services, Risk Management, Strategic Financial..., Wealth, Investment Advisory, Finance, Financial Planning
Education
Southern Methodist University
Financial Planning
Regional Financial Services Firm October 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - October 2012
UBS Wealth Management April 2001 - August 2008
UBS Financial Services March 2002 - March 2005
Skills
Wealth Management, Series 7, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Portfolio Management, Investments, Financial Services, Risk Management, Strategic Financial..., Wealth, Investment Advisory, Finance, Financial Planning
Education
Southern Methodist University
Financial Planning
Janine Yip Janine Yip's UBS Wealth Management Experience November 2005 - December 2006
Job Project Portfolio Analyst at Gap Inc./GapTech
Industry Retail
Experience
Gap Inc./GapTech August 2015 - Present
Wells Fargo November 2014 - June 2015
Al-Razaq Computing Services January 2013 - November 2014
Lockheed Martin Space Systems Company September 2007 - January 2013
UBS Wealth Management November 2005 - December 2006
Skills
Finance, Program Management, Management, Forecasting, Proposal Writing, Financial Analysis, Negotiation, Microsoft Excel, Economics, Financial Modeling, Data Analysis, Cross-functional Team..., Risk Management, Process Improvement, Leadership, Project Management, Strategic Planning
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA, Finance
University of Colorado Boulder 2003 — 2007
Bachelor’s Degree, Economics
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science Business Administration, Finance
Gap Inc./GapTech August 2015 - Present
Wells Fargo November 2014 - June 2015
Al-Razaq Computing Services January 2013 - November 2014
Lockheed Martin Space Systems Company September 2007 - January 2013
UBS Wealth Management November 2005 - December 2006
Skills
Finance, Program Management, Management, Forecasting, Proposal Writing, Financial Analysis, Negotiation, Microsoft Excel, Economics, Financial Modeling, Data Analysis, Cross-functional Team..., Risk Management, Process Improvement, Leadership, Project Management, Strategic Planning
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA, Finance
University of Colorado Boulder 2003 — 2007
Bachelor’s Degree, Economics
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science Business Administration, Finance
Troy Pittock's UBS Wealth Management Experience January 1994 - November 2006
Job Senior Account Manager
Industry Renewables & Environment
Experience
Sunnova March 2015 - Present
Solar Consulting November 2013 - March 2015
Real Goods Solar, Inc. April 2013 - October 2013
SolarCity November 2011 - April 2013
SolarCity November 2006 - November 2011
UBS Wealth Management January 1994 - November 2006
Research Magazine 1992 - 1994
Martin Municipal Leasing 1988 - 1992
Skills
Solar Energy, Renewable Energy, Photovoltaics, Energy Efficiency, Cleantech, Energy, Alternative Energy, Sustainable Energy, Sustainability, Salesforce.com, Start-ups, Business Development, Energy Management, New Business Development, Project Finance, Sales Process, Energy Audits, Marketing Strategy, Sales, Training, Management, Recruiting, Customer Satisfaction, Event Based Marketing, Sales Operations, B2B, Leadership, CRM, Sales Management, Program Management, Project Management, Forecasting, Marketing, Contract Negotiation, Strategy, Strategic Planning, Negotiation
Education
Stanford University 1984 — 1988
BA, Economics, History
San Francisco State University, College of Business 1991 — 1994
MBA
University of Pittsburgh Semester at Sea 1987 — 1987
Semester at Sea
Sunnova March 2015 - Present
Solar Consulting November 2013 - March 2015
Real Goods Solar, Inc. April 2013 - October 2013
SolarCity November 2011 - April 2013
SolarCity November 2006 - November 2011
UBS Wealth Management January 1994 - November 2006
Research Magazine 1992 - 1994
Martin Municipal Leasing 1988 - 1992
Skills
Solar Energy, Renewable Energy, Photovoltaics, Energy Efficiency, Cleantech, Energy, Alternative Energy, Sustainable Energy, Sustainability, Salesforce.com, Start-ups, Business Development, Energy Management, New Business Development, Project Finance, Sales Process, Energy Audits, Marketing Strategy, Sales, Training, Management, Recruiting, Customer Satisfaction, Event Based Marketing, Sales Operations, B2B, Leadership, CRM, Sales Management, Program Management, Project Management, Forecasting, Marketing, Contract Negotiation, Strategy, Strategic Planning, Negotiation
Education
Stanford University 1984 — 1988
BA, Economics, History
San Francisco State University, College of Business 1991 — 1994
MBA
University of Pittsburgh Semester at Sea 1987 — 1987
Semester at Sea
Brad Barnblatt's UBS Wealth Management Experience January 1995 - January 2009
Job Managing Director Investments and Senior Institutional Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
UBS Wealth Management January 1995 - January 2009
Skills
Investments, 401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Microsoft Office,..., Multi-generational..., Relationship Management, Retirement, Retirement Plan..., Retirement Planning, Retirement Savings, Risk Management, Securities, Mutual Funds, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Non-profits, Philanthropy, Finance, Management
Education
San Diego State University-California State University 1985 — 1990
BS, Finance/Real Estate
Brentwood School 1983 — 1985
Wells Fargo Advisors January 2009 - Present
UBS Wealth Management January 1995 - January 2009
Skills
Investments, 401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Microsoft Office,..., Multi-generational..., Relationship Management, Retirement, Retirement Plan..., Retirement Planning, Retirement Savings, Risk Management, Securities, Mutual Funds, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Non-profits, Philanthropy, Finance, Management
Education
San Diego State University-California State University 1985 — 1990
BS, Finance/Real Estate
Brentwood School 1983 — 1985
Salina Khan Hamlani's UBS Wealth Management Experience May 2007 - March 2010
Job Manager, Digital Transformation Practice at Sogeti
Industry Pharmaceuticals
Experience
Sogeti September 2015 - Present
Chubb Insurance June 2014 - September 2015
Prudential Financial May 2010 - June 2014
UBS Wealth Management May 2007 - March 2010
UBS Wealth Management July 2005 - April 2007
St. Barnabas Healthcare System- Union Hospital June 2002 - March 2006
Skills
Business Analysis, Program Management, Analysis, Requirements Gathering, Data Analysis, Business Process Mapping, Budgets, SDLC, Project Management, Visio, Process Improvement, SharePoint, Change Management, Management, Cross-functional Team..., Business Intelligence, PMO, Project Portfolio...
Education
Stevens Institute of Technology 2015 — 2018
Master of Business Administration (MBA), Technology Management
Stevens Institute of Technology 2011 — 2012
MSIS, Information Management
Seton Hall University 2001 — 2005
BSBA, Business Management
Sogeti September 2015 - Present
Chubb Insurance June 2014 - September 2015
Prudential Financial May 2010 - June 2014
UBS Wealth Management May 2007 - March 2010
UBS Wealth Management July 2005 - April 2007
St. Barnabas Healthcare System- Union Hospital June 2002 - March 2006
Skills
Business Analysis, Program Management, Analysis, Requirements Gathering, Data Analysis, Business Process Mapping, Budgets, SDLC, Project Management, Visio, Process Improvement, SharePoint, Change Management, Management, Cross-functional Team..., Business Intelligence, PMO, Project Portfolio...
Education
Stevens Institute of Technology 2015 — 2018
Master of Business Administration (MBA), Technology Management
Stevens Institute of Technology 2011 — 2012
MSIS, Information Management
Seton Hall University 2001 — 2005
BSBA, Business Management
Todd Vitale Todd Vitale's UBS Wealth Management Experience October 1987 - August 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
UBS Wealth Management October 1987 - August 2008
Skills
Strategic Partnerships, Financial Advisory, Competitive Analysis, Management, Marketing Strategy, Investments, Sales Operations, Finance, Marketing, New Business Development, Account Management, Leadership
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Science Business Marketing
San Diego State University-California State University
Wells Fargo Advisors February 2015 - Present
UBS Wealth Management October 1987 - August 2008
Skills
Strategic Partnerships, Financial Advisory, Competitive Analysis, Management, Marketing Strategy, Investments, Sales Operations, Finance, Marketing, New Business Development, Account Management, Leadership
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Science Business Marketing
San Diego State University-California State University
Adam Tilow's UBS Wealth Management Experience 2009 - 2010
Job Investment Banking Analyst at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities 2015 - Present
Moss Adams Capital LLC 2011 - 2014
Bainbridge Capital 2010 - 2011
Waveland Capital Group 2010 - 2010
UBS Wealth Management 2009 - 2010
Torrey Pines Securities 2009 - 2009
Skills
Corporate Finance, Business Valuation, Accounting, Leadership, Microsoft Excel, Financial Analysis, Private Equity, Mergers & Acquisitions, Investment Banking, Due Diligence, Investments
Education
San Diego State University-California State University 2008 — 2011
BS, Finance
Wunderlich Securities 2015 - Present
Moss Adams Capital LLC 2011 - 2014
Bainbridge Capital 2010 - 2011
Waveland Capital Group 2010 - 2010
UBS Wealth Management 2009 - 2010
Torrey Pines Securities 2009 - 2009
Skills
Corporate Finance, Business Valuation, Accounting, Leadership, Microsoft Excel, Financial Analysis, Private Equity, Mergers & Acquisitions, Investment Banking, Due Diligence, Investments
Education
San Diego State University-California State University 2008 — 2011
BS, Finance
Tim Calley Tim Calley's UBS Wealth Management Experience September 1999 - January 2006
Job Managing Director at Century Group
Industry Staffing and Recruiting
Experience
Century Group April 2012 - Present
The Mergis Group, a Randstad Company June 2009 - April 2012
Robert Half International 2007 - June 2009
UBS Wealth Management September 1999 - January 2006
Smith Barney September 1995 - September 1999
Skills
Executive Search, Staff Augmentation, Permanent Placement, Temporary Staffing, Recruiting, Technical Recruiting, Mergers, Mergers & Acquisitions, Internet Recruiting, Applicant Tracking..., Temporary Placement, Search, Talent Acquisition, Human Resources, Finance, Contract Recruitment, Start-ups, Staffing Services, RPO, Sarbanes-Oxley Act, Internal Audit, Financial Services, Accounting, Management, Executive Management, Consulting, Business Development, College Recruiting, Sales, Professional Services, Onboarding, Cold Calling, Benefits Negotiation, Sourcing, Interviews, Screening Resumes, Talent Management, Hiring, Candidate Generation, Resume Writing
Education
San Diego State University-California State University
Bachelor's of Science, Business Administration
Century Group April 2012 - Present
The Mergis Group, a Randstad Company June 2009 - April 2012
Robert Half International 2007 - June 2009
UBS Wealth Management September 1999 - January 2006
Smith Barney September 1995 - September 1999
Skills
Executive Search, Staff Augmentation, Permanent Placement, Temporary Staffing, Recruiting, Technical Recruiting, Mergers, Mergers & Acquisitions, Internet Recruiting, Applicant Tracking..., Temporary Placement, Search, Talent Acquisition, Human Resources, Finance, Contract Recruitment, Start-ups, Staffing Services, RPO, Sarbanes-Oxley Act, Internal Audit, Financial Services, Accounting, Management, Executive Management, Consulting, Business Development, College Recruiting, Sales, Professional Services, Onboarding, Cold Calling, Benefits Negotiation, Sourcing, Interviews, Screening Resumes, Talent Management, Hiring, Candidate Generation, Resume Writing
Education
San Diego State University-California State University
Bachelor's of Science, Business Administration
Isaac Yung's UBS Wealth Management Experience June 2013 - July 2013
Job Student at Santa Clara University
Industry Financial Services
Experience
Hang Seng Bank June 2015 - August 2015
YPO - Young Presidents' Organization June 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
China Exploration and Research Society June 2012 - July 2012
Skills
Microsoft Word, Data Analysis, Microsoft Office, Objective-C, Photoshop, Event Planning, Bloomberg Terminal, Microsoft Excel, PHP
Education
Santa Clara University 2013 — 2017
Bachelor of Science (B.S.), Finance in The Leavey School of Business, Sophomore
South Island School 2006 — 2013
International General Certificate of Secondary Education (IGCSE), International Baccalaureate (I.B)
Hang Seng Bank June 2015 - August 2015
YPO - Young Presidents' Organization June 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
China Exploration and Research Society June 2012 - July 2012
Skills
Microsoft Word, Data Analysis, Microsoft Office, Objective-C, Photoshop, Event Planning, Bloomberg Terminal, Microsoft Excel, PHP
Education
Santa Clara University 2013 — 2017
Bachelor of Science (B.S.), Finance in The Leavey School of Business, Sophomore
South Island School 2006 — 2013
International General Certificate of Secondary Education (IGCSE), International Baccalaureate (I.B)
AnneMarie Varrichio AnneMarie Varrichio's UBS Wealth Management Experience November 2011 - July 2013
Job Assistant Vice President, Human Resources at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
UBS July 2013 - May 2014
UBS Wealth Management November 2011 - July 2013
MF Global February 2011 - November 2011
MF Global August 2009 - February 2011
Skills
Human Resources, Onboarding, Talent Acquisition, Talent Management, Microsoft Excel, Employee Relations, Personnel Management, PeopleSoft, Time Management, Financial Services, Outlook, Vendor Management, Performance Management, HRIS, Recruiting
Education
Saint Peter's College 2006 — 2008
BA
Seton Hall University 2004 — 2006
Jefferies LLC June 2014 - Present
UBS July 2013 - May 2014
UBS Wealth Management November 2011 - July 2013
MF Global February 2011 - November 2011
MF Global August 2009 - February 2011
Skills
Human Resources, Onboarding, Talent Acquisition, Talent Management, Microsoft Excel, Employee Relations, Personnel Management, PeopleSoft, Time Management, Financial Services, Outlook, Vendor Management, Performance Management, HRIS, Recruiting
Education
Saint Peter's College 2006 — 2008
BA
Seton Hall University 2004 — 2006
Zachary Orens Zachary Orens's UBS Wealth Management Experience May 2015 - July 2015
Job Intern at UBS Financial Services, Inc.
Industry Financial Services
Experience
Strictly Vacations January 2014 - Present
UBS Wealth Management May 2015 - July 2015
Four Seasons Hotels and Resorts April 2014 - August 2014
Four Seasons Hotels and Resorts May 2013 - August 2013
Gelson's Super Market September 2010 - August 2012
Skills
Customer Service, Social Media, Time Management, Teamwork, Microsoft Word, Leadership, Social Media Marketing, Communication, Business Intelligence, Economics, Marketing, Facebook, Interpersonal..., Organization Skills
Education
University of California, Santa Barbara 2015 — 2017
Bachelor’s Degree, Accounting
Santa Barbara City College 2012 — 2015
Associate’s Degree, Economics and Business Administration
Oak Park High School 2008 — 2012
Strictly Vacations January 2014 - Present
UBS Wealth Management May 2015 - July 2015
Four Seasons Hotels and Resorts April 2014 - August 2014
Four Seasons Hotels and Resorts May 2013 - August 2013
Gelson's Super Market September 2010 - August 2012
Skills
Customer Service, Social Media, Time Management, Teamwork, Microsoft Word, Leadership, Social Media Marketing, Communication, Business Intelligence, Economics, Marketing, Facebook, Interpersonal..., Organization Skills
Education
University of California, Santa Barbara 2015 — 2017
Bachelor’s Degree, Accounting
Santa Barbara City College 2012 — 2015
Associate’s Degree, Economics and Business Administration
Oak Park High School 2008 — 2012
Amanda Singleton-Byrd Amanda Singleton-Byrd's UBS Wealth Management Experience February 2004 - October 2005
Job Officer at State Street
Industry Financial Services
Experience
State Street October 2005 - Present
UBS Wealth Management February 2004 - October 2005
CMS Companies 2000 - 2003
Skills
Financial Services, Bloomberg, Account Reconciliation, Cash Management, Mutual Funds, Private Equity, Hedge Funds, Fund Administration, Fund Accounting, Financial Accounting, Bookkeeping, Supervising, General Ledger, Hedge Accounting, Fund Of Funds, Accounting
Education
Seton Hall University 1991 — 1995
BS, Accounting
State Street October 2005 - Present
UBS Wealth Management February 2004 - October 2005
CMS Companies 2000 - 2003
Skills
Financial Services, Bloomberg, Account Reconciliation, Cash Management, Mutual Funds, Private Equity, Hedge Funds, Fund Administration, Fund Accounting, Financial Accounting, Bookkeeping, Supervising, General Ledger, Hedge Accounting, Fund Of Funds, Accounting
Education
Seton Hall University 1991 — 1995
BS, Accounting
Kyle Mays Kyle Mays's UBS Wealth Management Experience November 2014 - Present
Job Senior VP Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management November 2014 - Present
Oppenheimer & Co. Inc. July 2000 - November 2014
Coastal Securities October 1993 - August 1999
United States Air Force October 1985 - December 1991
Skills
Investments, Wealth Management, Strategic Planning, Asset Management, Risk Management, Portfolio Management, Public Speaking, Series 7
Education
Sam Houston State University
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1981 — 1985
B.S., Electrical Engineering
UBS Wealth Management November 2014 - Present
Oppenheimer & Co. Inc. July 2000 - November 2014
Coastal Securities October 1993 - August 1999
United States Air Force October 1985 - December 1991
Skills
Investments, Wealth Management, Strategic Planning, Asset Management, Risk Management, Portfolio Management, Public Speaking, Series 7
Education
Sam Houston State University
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1981 — 1985
B.S., Electrical Engineering
Joseph Petrick Joseph Petrick's UBS Wealth Management Experience August 2012 - April 2014
Job Financial Services Professional
Industry Financial Services
Experience
Peninsula Parking September 2014 - May 2015
UBS Wealth Management August 2012 - April 2014
Alpha Sigma Phi Fraternity - Epsilon Phi Chapter March 2010 - January 2012
Benefit Matrix July 2008 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Marketing, Leadership, Time Management, Social Media, Investments, Banking, Public Speaking
Education
Sonoma State University 2009 — 2013
Political Science, International Relations
Junipero Serra High School 2005 — 2009
Peninsula Parking September 2014 - May 2015
UBS Wealth Management August 2012 - April 2014
Alpha Sigma Phi Fraternity - Epsilon Phi Chapter March 2010 - January 2012
Benefit Matrix July 2008 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Marketing, Leadership, Time Management, Social Media, Investments, Banking, Public Speaking
Education
Sonoma State University 2009 — 2013
Political Science, International Relations
Junipero Serra High School 2005 — 2009
Steve Passmore's UBS Wealth Management Experience August 2006 - August 2007
Job VP Finance ALC (formerly American List Counsel)
Industry Accounting
Experience
American List Counsel January 2014 - Present
Sonneborn, LLC June 2009 - December 2013
Weichert Relocation Resources September 2007 - January 2009
UBS Wealth Management August 2006 - August 2007
Realogy (formerly Cendant) 1997 - 2006
Amersham Pharmacia 1998 - 1999
Totes Isotoner November 1996 - June 1997
Tsumura International, Inc 1993 - 1996
Skills
Financial Reporting, Process Improvement, Accounting, Budgeting, Audit, Financial Forecasting, Cash Flow Forecasting, Cash Management, General Ledger..., Team Leadership, Financial Software..., Budgets, Auditing, Private Equity, Due Diligence, Internal Controls, M&A work, Managerial Finance, Management, Forecasting, Mergers & Acquisitions, Financial Services, Project Planning, General Ledger, GAAP, Finance, Financial Analysis, Sarbanes-Oxley Act, Consolidation, Tax, Account Reconciliation, Analysis
Education
Seton Hall University 1987 — 1991
Bachelor of Science (BS), Accounting
American List Counsel January 2014 - Present
Sonneborn, LLC June 2009 - December 2013
Weichert Relocation Resources September 2007 - January 2009
UBS Wealth Management August 2006 - August 2007
Realogy (formerly Cendant) 1997 - 2006
Amersham Pharmacia 1998 - 1999
Totes Isotoner November 1996 - June 1997
Tsumura International, Inc 1993 - 1996
Skills
Financial Reporting, Process Improvement, Accounting, Budgeting, Audit, Financial Forecasting, Cash Flow Forecasting, Cash Management, General Ledger..., Team Leadership, Financial Software..., Budgets, Auditing, Private Equity, Due Diligence, Internal Controls, M&A work, Managerial Finance, Management, Forecasting, Mergers & Acquisitions, Financial Services, Project Planning, General Ledger, GAAP, Finance, Financial Analysis, Sarbanes-Oxley Act, Consolidation, Tax, Account Reconciliation, Analysis
Education
Seton Hall University 1987 — 1991
Bachelor of Science (BS), Accounting
Louis Cano's UBS Wealth Management Experience July 1994 - March 2008
Job Portfolio Manager in the PIA Investment Program at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Merrill Lynch March 2008 - Present
UBS Wealth Management July 1994 - March 2008
Skills
Asset Allocation, Investments, Mutual Funds, Portfolio Management, Series 7, Wealth Management
Education
San Francisco State University 1988 — 1992
Bachelor of Science (BS), Economics
Merrill Lynch March 2008 - Present
Merrill Lynch March 2008 - Present
UBS Wealth Management July 1994 - March 2008
Skills
Asset Allocation, Investments, Mutual Funds, Portfolio Management, Series 7, Wealth Management
Education
San Francisco State University 1988 — 1992
Bachelor of Science (BS), Economics
Greg Krappman Greg Krappman's UBS Wealth Management Experience February 2000 - January 2001
Job Account Manager at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters January 2014 - Present
Taxware July 2012 - December 2013
ADP Added Value Services July 2012 - December 2012
Wolters Kluwer Financial Services January 2008 - July 2012
RGR Detail, Inc. June 2006 - August 2008
Advanced Collision Technologies March 2006 - December 2007
US Army August 2004 - January 2006
CCH June 2003 - July 2004
Wells Fargo Bank April 2002 - June 2003
UBS Wealth Management February 2000 - January 2001
Skills
Compliance, Banking, Microsoft Office, Customer Relations, Team Building, Contract Negotiation, Process Improvement, Problem Solving, Account Management, Public Speaking, Customer Service, Contract Negotiations, Team Leadership, New Business Development, Mentoring, Analysis, Project Management, Salesforce.com, Solution Selling, SPIN Selling, Cross-functional Team..., Basho, Miller-Heiman Strategic..., Enterprise Software, BigMachines, CRM, Finance, Direct Sales, Lead Generation, Financial Services, B2B, Strategic Partnerships, Business Development, Cold Calling, Sales Presentations, Sales Operations, Strategy, Sales Management, Professional Services, Product Management, Start-ups, Management, Competitive Analysis, Vendor Management, Executive Management, Forecasting, Sales Process, Selling, Leadership, Sales
Education
Villanova University 1990 — 1992
Bachelor of Arts (BA), Economics and Political Science (Double Major)
Santa Clara University 1988 — 1990
Economics & Political Science
St. Francis High School
St. Francis High School
St. Francis High School
Thomson Reuters January 2014 - Present
Taxware July 2012 - December 2013
ADP Added Value Services July 2012 - December 2012
Wolters Kluwer Financial Services January 2008 - July 2012
RGR Detail, Inc. June 2006 - August 2008
Advanced Collision Technologies March 2006 - December 2007
US Army August 2004 - January 2006
CCH June 2003 - July 2004
Wells Fargo Bank April 2002 - June 2003
UBS Wealth Management February 2000 - January 2001
Skills
Compliance, Banking, Microsoft Office, Customer Relations, Team Building, Contract Negotiation, Process Improvement, Problem Solving, Account Management, Public Speaking, Customer Service, Contract Negotiations, Team Leadership, New Business Development, Mentoring, Analysis, Project Management, Salesforce.com, Solution Selling, SPIN Selling, Cross-functional Team..., Basho, Miller-Heiman Strategic..., Enterprise Software, BigMachines, CRM, Finance, Direct Sales, Lead Generation, Financial Services, B2B, Strategic Partnerships, Business Development, Cold Calling, Sales Presentations, Sales Operations, Strategy, Sales Management, Professional Services, Product Management, Start-ups, Management, Competitive Analysis, Vendor Management, Executive Management, Forecasting, Sales Process, Selling, Leadership, Sales
Education
Villanova University 1990 — 1992
Bachelor of Arts (BA), Economics and Political Science (Double Major)
Santa Clara University 1988 — 1990
Economics & Political Science
St. Francis High School
St. Francis High School
St. Francis High School
Lindsay Dyer's UBS Wealth Management Experience December 2014 - December 2014
Job Creative Intern at DDB
Industry
Experience
DDB June 2015 - Present
Equine Couture June 2014 - Present
UBS Wealth Management December 2014 - December 2014
Coca-Cola Enterprises September 2014 - November 2014
Wall Dressed Up June 2014 - September 2014
B&D Burgers March 2014 - April 2014
HERLIFE Magazine, LLC May 2013 - August 2013
Petland Retail Stores February 2009 - August 2013
Skills
Photoshop, Digital Photography, InDesign, Illustrator, Dreamweaver, After Effects, Drawing, Social Media, Art Direction, Copywriting, Leadership, Advertising, Mac, Graphic Design, Facebook, Adobe Creative Suite, Microsoft Office
Education
Savannah College of Art and Design 2012 — 2016
Bachelor of Fine Arts (B.F.A.), Advertising
Blue Valley Northwest High School 2009 — 2012
DDB June 2015 - Present
Equine Couture June 2014 - Present
UBS Wealth Management December 2014 - December 2014
Coca-Cola Enterprises September 2014 - November 2014
Wall Dressed Up June 2014 - September 2014
B&D Burgers March 2014 - April 2014
HERLIFE Magazine, LLC May 2013 - August 2013
Petland Retail Stores February 2009 - August 2013
Skills
Photoshop, Digital Photography, InDesign, Illustrator, Dreamweaver, After Effects, Drawing, Social Media, Art Direction, Copywriting, Leadership, Advertising, Mac, Graphic Design, Facebook, Adobe Creative Suite, Microsoft Office
Education
Savannah College of Art and Design 2012 — 2016
Bachelor of Fine Arts (B.F.A.), Advertising
Blue Valley Northwest High School 2009 — 2012
Allen Parker, SPHR®, SHRM-SCP's UBS Wealth Management Experience January 2011 - June 2011
Job Manager of Human Resources and Administration
Industry Human Resources
Experience
TrustCore Financial June 2011 - Present
UBS Wealth Management January 2011 - June 2011
Bankers Life and Casualty July 2010 - May 2011
Chappell, Smith & Associates, Inc. June 2009 - February 2010
Shoemaker Financial July 2008 - May 2009
SunTrust Bank December 2000 - October 2007
SunTrust Bank October 1997 - December 2000
Education
Samford University 1987 — 1990
Bachelor of Science, Human Resources
TrustCore Financial June 2011 - Present
UBS Wealth Management January 2011 - June 2011
Bankers Life and Casualty July 2010 - May 2011
Chappell, Smith & Associates, Inc. June 2009 - February 2010
Shoemaker Financial July 2008 - May 2009
SunTrust Bank December 2000 - October 2007
SunTrust Bank October 1997 - December 2000
Education
Samford University 1987 — 1990
Bachelor of Science, Human Resources
Kimberly Taylor, CPA Kimberly Taylor, CPA's UBS Wealth Management Experience July 2015 - Present
Job Wealth Planning Analyst at UBS Wealth Management
Industry Accounting
Experience
UBS Wealth Management July 2015 - Present
Rwandan Orphans Project January 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2015
Morgan Stanley June 2010 - September 2010
Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Research, Partnership Taxation, CPA, Financial Accounting, Accounting, QuickBooks, Nonprofits, US GAAP, Microsoft Excel, GAAP, Assurance
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics with an Emphasis in Accounting
서강대학교 / Sogang University 2011 — 2011
Korean Language and Literature
UBS Wealth Management July 2015 - Present
Rwandan Orphans Project January 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2015
Morgan Stanley June 2010 - September 2010
Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Research, Partnership Taxation, CPA, Financial Accounting, Accounting, QuickBooks, Nonprofits, US GAAP, Microsoft Excel, GAAP, Assurance
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics with an Emphasis in Accounting
서강대학교 / Sogang University 2011 — 2011
Korean Language and Literature
Ed Henrichs, CIMA Ed Henrichs, CIMA's UBS Wealth Management Experience January 2009 - Present
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1996 - January 2009
Education
Southern Illinois University, Edwardsville 1984 — 1988
Bachelor's degree, Marketing
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1996 - January 2009
Education
Southern Illinois University, Edwardsville 1984 — 1988
Bachelor's degree, Marketing
Jeffery Lee's UBS Wealth Management Experience October 2013 - February 2014
Job Recruitment Analyst at MAQ Consulting: Looking for top notch design, program, and marketing professionals
Industry Human Resources
Experience
MAQ Consulting November 2014 - Present
Morgan Stanley March 2014 - June 2014
UBS Wealth Management October 2013 - February 2014
Russell Investments February 2013 - August 2013
Boeing June 2012 - September 2012
Seattle University August 2011 - June 2012
Pharmavite June 2011 - August 2011
Skills
CRM, Marketing, Marketing Strategy, Management, Sales, Brand Management, Digital Media, Analysis, Project Management, Budgets, Sales Management, Finance, Coaching, Public Speaking, Competitive Analysis
Education
Seattle University 2010 — 2014
Bachelor’s Degree, Marketing, Finance, and minor in Innovation and Entrepreneurship
MAQ Consulting November 2014 - Present
Morgan Stanley March 2014 - June 2014
UBS Wealth Management October 2013 - February 2014
Russell Investments February 2013 - August 2013
Boeing June 2012 - September 2012
Seattle University August 2011 - June 2012
Pharmavite June 2011 - August 2011
Skills
CRM, Marketing, Marketing Strategy, Management, Sales, Brand Management, Digital Media, Analysis, Project Management, Budgets, Sales Management, Finance, Coaching, Public Speaking, Competitive Analysis
Education
Seattle University 2010 — 2014
Bachelor’s Degree, Marketing, Finance, and minor in Innovation and Entrepreneurship
Claire Brubaker Claire Brubaker's UBS Wealth Management Experience April 2010 - June 2010
Job Sr GL Accounting at Pure Storage
Industry Accounting
Experience
Pure Storage November 2014 - Present
Deloitte & Touche LLP September 2011 - October 2014
Santa Clara University Accounting Association March 2009 - June 2011
Greater San Jose Hispanic Chamber of Commerce August 2010 - September 2010
Frank, Rimerman + Co. LLP June 2010 - August 2010
UBS Wealth Management April 2010 - June 2010
Santa Clara University December 2007 - September 2008
Skills
External Audit, Independent Thinker, Self Driven, Finance, Non-profits, Investments, Spreadsheets, Financial Analysis, Accounting, Business Valuation, Data Analysis, Auditing, Access, Salesforce.com, PeopleSoft, Nonprofits, Free Thinking, Self-driven, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Accounting & Finance, Business
Pure Storage November 2014 - Present
Deloitte & Touche LLP September 2011 - October 2014
Santa Clara University Accounting Association March 2009 - June 2011
Greater San Jose Hispanic Chamber of Commerce August 2010 - September 2010
Frank, Rimerman + Co. LLP June 2010 - August 2010
UBS Wealth Management April 2010 - June 2010
Santa Clara University December 2007 - September 2008
Skills
External Audit, Independent Thinker, Self Driven, Finance, Non-profits, Investments, Spreadsheets, Financial Analysis, Accounting, Business Valuation, Data Analysis, Auditing, Access, Salesforce.com, PeopleSoft, Nonprofits, Free Thinking, Self-driven, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Accounting & Finance, Business
Brice Hafner Brice Hafner's UBS Wealth Management Experience June 2007 - July 2007
Job Acquisitions / Asset Management at Crow Holdings Capital Partners, L.L.C.
Industry Commercial Real Estate
Experience
Crow Holdings Capital March 2013 - Present
Crow Holdings Capital January 2011 - February 2013
Interiman SA August 2009 - August 2009
UBS Wealth Management June 2007 - July 2007
Education
Southern Methodist University 2006 — 2010
Bachelor of Science, Economics with Financial Application
International School of Geneva 1990 — 2005
International Baccalaureate, Economics
Crow Holdings Capital March 2013 - Present
Crow Holdings Capital January 2011 - February 2013
Interiman SA August 2009 - August 2009
UBS Wealth Management June 2007 - July 2007
Education
Southern Methodist University 2006 — 2010
Bachelor of Science, Economics with Financial Application
International School of Geneva 1990 — 2005
International Baccalaureate, Economics
Caitlin Pisciotta Caitlin Pisciotta's UBS Wealth Management Experience May 2011 - August 2011
Job Consultant at Ernst & Young
Industry Financial Services
Experience
EY September 2014 - Present
Dallas Mavericks September 2013 - May 2014
Learfield Sports June 2013 - August 2013
UBS Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Investments, PowerPoint, Microsoft Word, Social Media, Marketing, Accounting, Facebook, Event Planning
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics and Sport Management
EY September 2014 - Present
Dallas Mavericks September 2013 - May 2014
Learfield Sports June 2013 - August 2013
UBS Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Investments, PowerPoint, Microsoft Word, Social Media, Marketing, Accounting, Facebook, Event Planning
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics and Sport Management
Patricia Merritt Patricia Merritt's UBS Wealth Management Experience 2004 - Present
Job Private Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2004 - Present
J.P. Morgan 1998 - 2004
Education
Smith College
Bachelor of Arts (B.A.)
Yale School of Management
Master of Business Administration (MBA)
UBS Wealth Management 2004 - Present
J.P. Morgan 1998 - 2004
Education
Smith College
Bachelor of Arts (B.A.)
Yale School of Management
Master of Business Administration (MBA)
Alexandra Andersen's UBS Wealth Management Experience June 2013 - October 2013
Job post baccalaureate pre medical student
Industry Hospital & Health Care
Experience
UBS Wealth Management June 2013 - October 2013
Merrill Lynch January 2013 - June 2013
Skills
Options Strategies, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, Economics, Investment Banking, Investments, Financial Markets, Emerging Markets, Capital Markets, Bloomberg, Equity Research, Equities
Education
IE Business School 2011 — 2012
Masters in Finance, Finance
Southern Methodist University 2007 — 2011
BS, Economics/ Finance and International Studies
UBS Wealth Management June 2013 - October 2013
Merrill Lynch January 2013 - June 2013
Skills
Options Strategies, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, Economics, Investment Banking, Investments, Financial Markets, Emerging Markets, Capital Markets, Bloomberg, Equity Research, Equities
Education
IE Business School 2011 — 2012
Masters in Finance, Finance
Southern Methodist University 2007 — 2011
BS, Economics/ Finance and International Studies
Nicholas Yanagimachi Nicholas Yanagimachi's UBS Wealth Management Experience August 2006 - October 2006
Job Risk Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
Glacier City LLC January 2012 - October 2013
Bear Cavalry Interactive January 2008 - November 2008
Torch Media LLC June 2007 - January 2008
Wedbush Morgan Securities October 2006 - June 2007
UBS Wealth Management August 2006 - October 2006
Piper Jaffray June 2006 - August 2006
Education
International University of Monaco 2009 — 2010
Masters in Finance, Financial Engineering
Seattle University 2003 — 2007
B.A. in Business Administration, International Business and Business Economics
BlackRock August 2015 - Present
Glacier City LLC January 2012 - October 2013
Bear Cavalry Interactive January 2008 - November 2008
Torch Media LLC June 2007 - January 2008
Wedbush Morgan Securities October 2006 - June 2007
UBS Wealth Management August 2006 - October 2006
Piper Jaffray June 2006 - August 2006
Education
International University of Monaco 2009 — 2010
Masters in Finance, Financial Engineering
Seattle University 2003 — 2007
B.A. in Business Administration, International Business and Business Economics
Alexander Loukianoff Alexander Loukianoff's UBS Wealth Management Experience June 2004 - August 2007
Job Controller, ConQuest Contractors
Industry Construction
Experience
Con-Quest Contractors, Inc. July 2011 - Present
Wixon Olin Financial Group of Wells Fargo Advisors August 2007 - July 2011
UBS Wealth Management June 2004 - August 2007
California Investment Trust May 1998 - June 2004
Skills
Asset Managment, Alternative Investments, Portfolio Management, Asset Allocation, Investments
Education
San Francisco State University 1988 — 1992
BS, International Business
Con-Quest Contractors, Inc. July 2011 - Present
Wixon Olin Financial Group of Wells Fargo Advisors August 2007 - July 2011
UBS Wealth Management June 2004 - August 2007
California Investment Trust May 1998 - June 2004
Skills
Asset Managment, Alternative Investments, Portfolio Management, Asset Allocation, Investments
Education
San Francisco State University 1988 — 1992
BS, International Business
Danee Shows's UBS Wealth Management Experience January 2011 - Present
Job Project Manager, USD Clearing at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management January 2011 - Present
UBS Wealth Management & Swiss Bank January 2009 - December 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank August 2006 - July 2007
Hawin Management January 2002 - July 2006
Education
University of Cambridge 2007 — 2007
Professional Certificate, International Business Practice
University of California, Santa Barbara 2001 — 2006
School for International Training 2005 — 2005
Intensive Language & Culture - Toulouse, France
School for International Training 2005 — 2005
International Studies, Organizations, and Social Justice - Geneva, CH
UBS Wealth Management January 2011 - Present
UBS Wealth Management & Swiss Bank January 2009 - December 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank August 2006 - July 2007
Hawin Management January 2002 - July 2006
Education
University of Cambridge 2007 — 2007
Professional Certificate, International Business Practice
University of California, Santa Barbara 2001 — 2006
School for International Training 2005 — 2005
Intensive Language & Culture - Toulouse, France
School for International Training 2005 — 2005
International Studies, Organizations, and Social Justice - Geneva, CH
William Jenks William Jenks's UBS Wealth Management Experience July 2000 - June 2010
Job
Industry Banking
Experience
UBS Investment Bank June 2010 - June 2013
UBS Wealth Management July 2000 - June 2010
BNY Mellon March 1994 - July 2000
BNY Mellon January 1993 - March 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Siena College 1987 — 1991
BS - Finance, Finance, General
UBS Investment Bank June 2010 - June 2013
UBS Wealth Management July 2000 - June 2010
BNY Mellon March 1994 - July 2000
BNY Mellon January 1993 - March 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Siena College 1987 — 1991
BS - Finance, Finance, General
Dhara Kampani Dhara Kampani's UBS Wealth Management Experience January 2013 - March 2013
Job QA Engineer at Amazon
Industry Financial Services
Experience
Amazon December 2014 - Present
People Tech Group Inc August 2013 - September 2014
Amazon November 2013 - July 2014
UBS Wealth Management January 2013 - March 2013
Bhatia Shipping Pvt. Ltd. May 2009 - July 2010
Bhatia Shipping Pvt. Ltd. August 2008 - April 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Management, Business Strategy, Marketing Research, Sales, Forecasting, Analysis, Financial Accounting, Corporate Finance, Managerial Finance, Business Analysis, Consulting, Leadership, PowerPoint, Corporate Valuation, Cash Flow Modeling, LBO/M&A Modeling, Oracle Financial, MS Excel Pivot Tables, SQL
Education
Seattle University 2011 — 2013
Master of Science, Finance, 3.5
University of Wales, Cardiff 2006 — 2008
MBA, International Finance and International Management
University of Mumbai 2001 — 2006
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Amazon December 2014 - Present
People Tech Group Inc August 2013 - September 2014
Amazon November 2013 - July 2014
UBS Wealth Management January 2013 - March 2013
Bhatia Shipping Pvt. Ltd. May 2009 - July 2010
Bhatia Shipping Pvt. Ltd. August 2008 - April 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Management, Business Strategy, Marketing Research, Sales, Forecasting, Analysis, Financial Accounting, Corporate Finance, Managerial Finance, Business Analysis, Consulting, Leadership, PowerPoint, Corporate Valuation, Cash Flow Modeling, LBO/M&A Modeling, Oracle Financial, MS Excel Pivot Tables, SQL
Education
Seattle University 2011 — 2013
Master of Science, Finance, 3.5
University of Wales, Cardiff 2006 — 2008
MBA, International Finance and International Management
University of Mumbai 2001 — 2006
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Emily Van Hoorickx Emily Van Hoorickx's UBS Wealth Management Experience September 1980 - Present
Job Financial Planning / Equity Compensation, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management September 1980 - Present
Skills
Financial Planning,..., Equities
Education
University of California, Berkeley
BA
Santa Clara University
CEP Certification, Equity Compensation Plans
UBS Wealth Management September 1980 - Present
Skills
Financial Planning,..., Equities
Education
University of California, Berkeley
BA
Santa Clara University
CEP Certification, Equity Compensation Plans
Rich Sposato's UBS Wealth Management Experience May 1988 - January 2015
Job Director Financial Services Operations Specialist, Risk and Regulatory Management, Margin & Securities Backed Lending
Industry Financial Services
Experience
UBS Wealth Management May 1988 - January 2015
EF Hutton & Company November 1984 - May 1988
Skills
Equities, Financial Services, Wealth Management, Capital Markets, Fixed Income, Securities, Management, Series 7, Mutual Funds, Business Analysis, Risk Management, Strategy, Finance, Leadership, Process Improvement, Financial Risk, UBS Six Sigma /..., Microsoft Excel, Financial Audits, Internal Audit, External Audit, Business Continuity, Investment Banking
Education
Seton Hall University 1978 — 1982
Finance, General
UBS Wealth Management May 1988 - January 2015
EF Hutton & Company November 1984 - May 1988
Skills
Equities, Financial Services, Wealth Management, Capital Markets, Fixed Income, Securities, Management, Series 7, Mutual Funds, Business Analysis, Risk Management, Strategy, Finance, Leadership, Process Improvement, Financial Risk, UBS Six Sigma /..., Microsoft Excel, Financial Audits, Internal Audit, External Audit, Business Continuity, Investment Banking
Education
Seton Hall University 1978 — 1982
Finance, General
Allyson Fischer's UBS Wealth Management Experience August 2007 - May 2012
Job Senior Program Management and Quality Assurance for the Financial Services Industry
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
KingFischer Consulting July 2012 - September 2014
UBS Wealth Management August 2007 - May 2012
Wachovia-Prudential Securities 1985 - 2006
Skills
Outsourcing, Program Management, Quality Assurance, SDLC, Business Analysis, Financial Services, Fixed Income, Vendor Management, Portfolio Management, User Acceptance Testing, Banking, Risk Management, Trading Systems, Offshoring, PMO, Process Improvement, Back Office, Quality Center, Software Quality..., Change Management, Business Requirements, Project Delivery, SharePoint, Testing, Governance, Project Management, Management
Education
Skidmore College 1981 — 1985
BA, Economics
Suffern High School 1978 — 1981
Raymond James Financial Inc. October 2014 - Present
KingFischer Consulting July 2012 - September 2014
UBS Wealth Management August 2007 - May 2012
Wachovia-Prudential Securities 1985 - 2006
Skills
Outsourcing, Program Management, Quality Assurance, SDLC, Business Analysis, Financial Services, Fixed Income, Vendor Management, Portfolio Management, User Acceptance Testing, Banking, Risk Management, Trading Systems, Offshoring, PMO, Process Improvement, Back Office, Quality Center, Software Quality..., Change Management, Business Requirements, Project Delivery, SharePoint, Testing, Governance, Project Management, Management
Education
Skidmore College 1981 — 1985
BA, Economics
Suffern High School 1978 — 1981
Andy Srygley's UBS Wealth Management Experience June 2010 - Present
Job Director, Sr. Writer at UBS Wealth Management
Industry Marketing and Advertising
Experience
UBS Wealth Management June 2010 - Present
The Brand Union April 2010 - June 2010
Dentsu March 2010 - March 2010
Digitas July 2007 - January 2010
GFS Advertising September 2002 - July 2007
Margeotes Fertitta and Partners January 1996 - January 2000
kirshenbaum bond + partners January 1994 - January 1996
Skills
Creative Strategy, Interactive Advertising, Creative Direction, Integrated Marketing, Digital Strategy, Concept Development, Digital Marketing, Advertising, Copywriting, Content Strategy, Corporate Branding, Corporate Identity, Direct Mail, Brochures, Online Advertising
Education
School of Visual Arts 1994 — 1996
Rhodes College
Bachelor of Arts (BA), Philosophy and Religious Studies
UBS Wealth Management June 2010 - Present
The Brand Union April 2010 - June 2010
Dentsu March 2010 - March 2010
Digitas July 2007 - January 2010
GFS Advertising September 2002 - July 2007
Margeotes Fertitta and Partners January 1996 - January 2000
kirshenbaum bond + partners January 1994 - January 1996
Skills
Creative Strategy, Interactive Advertising, Creative Direction, Integrated Marketing, Digital Strategy, Concept Development, Digital Marketing, Advertising, Copywriting, Content Strategy, Corporate Branding, Corporate Identity, Direct Mail, Brochures, Online Advertising
Education
School of Visual Arts 1994 — 1996
Rhodes College
Bachelor of Arts (BA), Philosophy and Religious Studies
Glenn Malloy's UBS Wealth Management Experience 2003 - Present
Job Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Senior Vice President-InvestmentsUBS Wealth Management2003 - Present
UBS Wealth Management 2003 - Present
Morgan Stanley Smith Barney May 1985 - March 2003
Education
San Jose State University 1981 — 1986
UBS Financial Senior Vice President-InvestmentsUBS Wealth Management2003 - Present
UBS Wealth Management 2003 - Present
Morgan Stanley Smith Barney May 1985 - March 2003
Education
San Jose State University 1981 — 1986
Hong Jiang's UBS Wealth Management Experience August 2007 - May 2014
Job Independent Contributor at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Ken Gustaitis, CFA's UBS Wealth Management Experience April 2007 - November 2009
Job at
Industry Financial Services
Experience
JP Morgan Securities March 2015 - Present
Deutsche Bank November 2009 - Present
UBS Wealth Management April 2007 - November 2009
GEFA August 2000 - September 2001
Skills
Series 7, Chartered Financial..., Asset Management, Series 63, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Wealth Management, Alternative Investments, Hedge Funds, Derivatives, Financial Markets, Investment Strategies
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance
Southern Connecticut State University 1997 — 2000
Bachelor of Science (BS), Finance, General
JP Morgan Securities March 2015 - Present
Deutsche Bank November 2009 - Present
UBS Wealth Management April 2007 - November 2009
GEFA August 2000 - September 2001
Skills
Series 7, Chartered Financial..., Asset Management, Series 63, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Wealth Management, Alternative Investments, Hedge Funds, Derivatives, Financial Markets, Investment Strategies
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance
Southern Connecticut State University 1997 — 2000
Bachelor of Science (BS), Finance, General
Sal Branchizio's UBS Wealth Management Experience March 2000 - February 2008
Job Technology Director and Business Manager
Industry Financial Services
Experience
Russell Reynolds Associates August 2010 - Present
Morgan Stanley Smith Barney March 2008 - August 2010
UBS Wealth Management March 2000 - February 2008
Paine Webber 1996 - 1998
Skills
Wealth Management, Securities, Financial Services, Vendor Management
Education
Saint John's University 1993 — 1996
MBA, Finance
Seton Hall University 1988 — 1991
BS, Finance
Russell Reynolds Associates August 2010 - Present
Morgan Stanley Smith Barney March 2008 - August 2010
UBS Wealth Management March 2000 - February 2008
Paine Webber 1996 - 1998
Skills
Wealth Management, Securities, Financial Services, Vendor Management
Education
Saint John's University 1993 — 1996
MBA, Finance
Seton Hall University 1988 — 1991
BS, Finance
Hema Madanu's UBS Wealth Management Experience March 2007 - July 2007
Job SAP FICO /SD Support Analyst at County of Sacramento
Industry Information Services
Experience
County of Sacramento January 2014 - Present
Fitch Ratings November 2010 - February 2014
Sika July 2009 - October 2010
BMS July 2007 - July 2009
UBS Wealth Management March 2007 - July 2007
Monsanto June 2005 - January 2007
Vanity Fair April 2005 - July 2005
Skills
SAP, Business Process, SAP Implementation, SD, Integration, Business Analysis, SAP FI, SAP FICO, Business Intelligence
Education
Southern Illinois University, Carbondale 2003 — 2005
MS, Electrical & Computer Science Eng
County of Sacramento January 2014 - Present
Fitch Ratings November 2010 - February 2014
Sika July 2009 - October 2010
BMS July 2007 - July 2009
UBS Wealth Management March 2007 - July 2007
Monsanto June 2005 - January 2007
Vanity Fair April 2005 - July 2005
Skills
SAP, Business Process, SAP Implementation, SD, Integration, Business Analysis, SAP FI, SAP FICO, Business Intelligence
Education
Southern Illinois University, Carbondale 2003 — 2005
MS, Electrical & Computer Science Eng
Laraine Henry's UBS Wealth Management Experience August 2006 - January 2008
Job Compliance Officer
Industry Financial Services
Experience
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
Cameron Schluens's UBS Wealth Management Experience June 2002 - June 2003
Job Owner / Cameron J Schluens, LLC.
Industry Accounting
Experience
Cameron J Schluens, LLC. January 2011 - Present
Wells Fargo Bank May 2007 - February 2011
Wells Fargo Bank May 2006 - May 2007
JP Morgan Chase Bank June 2003 - May 2006
UBS Wealth Management June 2002 - June 2003
Skills
Financial Reporting, Accounting, Microsoft Excel, Finance, Customer Service, Tax, Payroll
Education
Sam Houston State University 2001 — 2004
MBA, Finance / Banking
Sam Houston State University 1999 — 2001
BBA, Finance / Banking
Cameron J Schluens, LLC. January 2011 - Present
Wells Fargo Bank May 2007 - February 2011
Wells Fargo Bank May 2006 - May 2007
JP Morgan Chase Bank June 2003 - May 2006
UBS Wealth Management June 2002 - June 2003
Skills
Financial Reporting, Accounting, Microsoft Excel, Finance, Customer Service, Tax, Payroll
Education
Sam Houston State University 2001 — 2004
MBA, Finance / Banking
Sam Houston State University 1999 — 2001
BBA, Finance / Banking
Salman Shariat's UBS Wealth Management Experience February 2012 - May 2012
Job V.P. Business Development at Crown Manufacturing Company, Inc.
Industry Plastics
Experience
Crown Manufacturing Co., Inc. May 2012 - Present
UBS Wealth Management February 2012 - May 2012
UBS Financial Services, Wealth Management March 2009 - February 2012
Tesla Motors February 2009 - March 2009
Education
Junipero Serra High School
Santa Clara University
BSC, Finance
Crown Manufacturing Co., Inc. May 2012 - Present
UBS Wealth Management February 2012 - May 2012
UBS Financial Services, Wealth Management March 2009 - February 2012
Tesla Motors February 2009 - March 2009
Education
Junipero Serra High School
Santa Clara University
BSC, Finance
Eric Gallagher's UBS Wealth Management Experience August 1996 - May 1999
Job Energy Supply Management at Luminant Energy (TXU)
Industry Oil & Energy
Experience
Luminant Energy - Formerly TXU Energy June 2001 - Present
XXI Technologies Venture Capital April 1999 - August 2001
UBS Wealth Management August 1996 - May 1999
Skills
Energy, Energy Markets, Natural Gas, Electricity Markets, Commodity Markets, Valuation, Financial Risk, Financial Modeling, Contract Management, Risk Management, Project Finance, Renewable Energy, Power Plants, Strategy, Electric Power, Analysis, Trading, Petroleum, Energy Efficiency, Energy Management, Gas, Hedging, Market Analysis, Energy Industry, Derivatives, Financial Analysis, Power Generation, Pricing, Due Diligence, Commodity, Market Risk, Sustainable Energy, Energy Policy, Options, VBA, Portfolio Management, Quantitative Analytics, Asset Management, Finance, Variance Analysis, Smart Grid, Corporate Finance, Mergers & Acquisitions, Forecasting, Financial Structuring, Business Analysis, Power Trading, Business Process..., Alternative Energy, Nuclear
Education
Southern Methodist University - Cox School of Business 2004 — 2005
Graduate Finance Certification, Finance
Southern Methodist University 1994 — 1998
BA Finance; BBA Economics, Finance, Economics
Nolan High School 1990 — 1994
Luminant Energy - Formerly TXU Energy June 2001 - Present
XXI Technologies Venture Capital April 1999 - August 2001
UBS Wealth Management August 1996 - May 1999
Skills
Energy, Energy Markets, Natural Gas, Electricity Markets, Commodity Markets, Valuation, Financial Risk, Financial Modeling, Contract Management, Risk Management, Project Finance, Renewable Energy, Power Plants, Strategy, Electric Power, Analysis, Trading, Petroleum, Energy Efficiency, Energy Management, Gas, Hedging, Market Analysis, Energy Industry, Derivatives, Financial Analysis, Power Generation, Pricing, Due Diligence, Commodity, Market Risk, Sustainable Energy, Energy Policy, Options, VBA, Portfolio Management, Quantitative Analytics, Asset Management, Finance, Variance Analysis, Smart Grid, Corporate Finance, Mergers & Acquisitions, Forecasting, Financial Structuring, Business Analysis, Power Trading, Business Process..., Alternative Energy, Nuclear
Education
Southern Methodist University - Cox School of Business 2004 — 2005
Graduate Finance Certification, Finance
Southern Methodist University 1994 — 1998
BA Finance; BBA Economics, Finance, Economics
Nolan High School 1990 — 1994
Bill Vogel's UBS Wealth Management Experience April 2007 - September 2009
Job The Cumberland Companies LLC
Industry Consumer Goods
Experience
The Cumberland Companies, LLC January 2010 - Present
UBS Wealth Management April 2007 - September 2009
Morgan Stanley 1999 - 2007
NationsSecurities 1991 - 1998
Skills
Series 63, Asset Managment, Investments, Asset Allocation, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA
Southern Methodist University 1980 — 1984
BBA, General Business
The Cumberland Companies, LLC January 2010 - Present
UBS Wealth Management April 2007 - September 2009
Morgan Stanley 1999 - 2007
NationsSecurities 1991 - 1998
Skills
Series 63, Asset Managment, Investments, Asset Allocation, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA
Southern Methodist University 1980 — 1984
BBA, General Business
Craig D. Grant's UBS Wealth Management Experience January 2015 - Present
Job Senior Vice President, Wealth Managament, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2015 - Present
Federal Reserve Bank of New York 1979 - 1982
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Equities, Investment Advisory, Investments, Series 63, Alternative Investments, Mutual Funds, Fixed Income, Portfolio Management
Education
New York University, Stern School of Business 1980 — 1980
Seton Hall University 1975 — 1979
Bachelor of Science (BS), Economics
UBS Wealth Management January 2015 - Present
Federal Reserve Bank of New York 1979 - 1982
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Equities, Investment Advisory, Investments, Series 63, Alternative Investments, Mutual Funds, Fixed Income, Portfolio Management
Education
New York University, Stern School of Business 1980 — 1980
Seton Hall University 1975 — 1979
Bachelor of Science (BS), Economics
Tim Pistoresi's UBS Wealth Management Experience April 1984 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 1984 - Present
Education
University of Santa Clara 1979 — 1983
Bachelor of Science (BSc), Finance, General
UBS Wealth Management April 1984 - Present
Education
University of Santa Clara 1979 — 1983
Bachelor of Science (BSc), Finance, General
James Hartigan's UBS Wealth Management Experience November 2008 - Present
Job Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Merrill Lynch June 1998 - November 2008
Skills
Series 7
Education
Siena College 1994 — 1998
Bachelor's Degree, Finance
UBS Wealth Management November 2008 - Present
Merrill Lynch June 1998 - November 2008
Skills
Series 7
Education
Siena College 1994 — 1998
Bachelor's Degree, Finance
Jonathan Lira's UBS Wealth Management Experience April 2010 - October 2010
Job Investment Banking & Social Rights
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
Access Ability – Disability and Caregivers Business Resource Group January 2013 - Present
Chase February 2012 - April 2014
YSO Capital Management June 2011 - December 2011
Financial Analysis and Management Education (FAME) May 2010 - May 2011
UBS Wealth Management April 2010 - October 2010
Education
San Francisco State University, College of Business 2006 — 2011
B.Sc., Business Administration: Corporate Finance
J.P. Morgan May 2014 - Present
Access Ability – Disability and Caregivers Business Resource Group January 2013 - Present
Chase February 2012 - April 2014
YSO Capital Management June 2011 - December 2011
Financial Analysis and Management Education (FAME) May 2010 - May 2011
UBS Wealth Management April 2010 - October 2010
Education
San Francisco State University, College of Business 2006 — 2011
B.Sc., Business Administration: Corporate Finance
Randy Wiggs's UBS Wealth Management Experience December 2008 - Present
Job First Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
Merrill Lynch June 1994 - December 2008
Skills
Asset Allocation, Mutual Funds, Wealth Management
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science (B.S.), Finance
UBS Wealth Management December 2008 - Present
Merrill Lynch June 1994 - December 2008
Skills
Asset Allocation, Mutual Funds, Wealth Management
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science (B.S.), Finance
Tom Woodman's UBS Wealth Management Experience October 2005 - November 2011
Job Vice President Quality Assurance and Production Management
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
WinMill Software April 2012 - January 2013
UBS Wealth Management October 2005 - November 2011
ADP July 2001 - July 2005
Plural Inc June 1998 - June 2001
Micro Modeling Inc 1998 - 2001
Plural (Acquired by Dell Inc.) 1998 - 2001
Advent Software December 1994 - February 1998
Skills
SilkTest, QTP, VBScript, Microsoft Office, QA Automation, Quality Assurance, MS Project, Quality Center, SharePoint, Lean Sigma, Scope Management, Resource Management, Resource Allocation, Automation, Software Quality...
Education
San Joaquin Delta College 1984 — 1985
Business
University of Delaware 1982 — 1984
Business
Whitman College 1979 — 1981
Economics
Newark Senior High School
Morgan Stanley January 2013 - Present
WinMill Software April 2012 - January 2013
UBS Wealth Management October 2005 - November 2011
ADP July 2001 - July 2005
Plural Inc June 1998 - June 2001
Micro Modeling Inc 1998 - 2001
Plural (Acquired by Dell Inc.) 1998 - 2001
Advent Software December 1994 - February 1998
Skills
SilkTest, QTP, VBScript, Microsoft Office, QA Automation, Quality Assurance, MS Project, Quality Center, SharePoint, Lean Sigma, Scope Management, Resource Management, Resource Allocation, Automation, Software Quality...
Education
San Joaquin Delta College 1984 — 1985
Business
University of Delaware 1982 — 1984
Business
Whitman College 1979 — 1981
Economics
Newark Senior High School
Kevin Guiney's UBS Wealth Management Experience April 2007 - Present
Job Associate Director, HR Communications Specialist
Industry Human Resources
Experience
UBS Wealth Management April 2007 - Present
UBS Wealth Management September 2005 - April 2007
Skills
Employee Benefits, Talent Management, Financial Services, Outlook, Vendor Management, Leadership, Onboarding, Recruiting, Human Resources, HRIS, Microsoft Office, Performance Management, Customer Service, Social Media, Marketing, Strategic Planning, Employee Relations, Risk Management, Investments, Sales
Education
The College of New Rochelle 2004 — 2006
MS, Communication Studies
Siena College 2000 — 2004
BA, Political Science
Don Bosco Prep 1996 — 2000
UBS Wealth Management April 2007 - Present
UBS Wealth Management September 2005 - April 2007
Skills
Employee Benefits, Talent Management, Financial Services, Outlook, Vendor Management, Leadership, Onboarding, Recruiting, Human Resources, HRIS, Microsoft Office, Performance Management, Customer Service, Social Media, Marketing, Strategic Planning, Employee Relations, Risk Management, Investments, Sales
Education
The College of New Rochelle 2004 — 2006
MS, Communication Studies
Siena College 2000 — 2004
BA, Political Science
Don Bosco Prep 1996 — 2000
Steve Pitchford, CPA's UBS Wealth Management Experience June 2009 - September 2009
Job Tax Advisor & Portfolio Manager at Bingham, Osborn & Scarborough
Industry Accounting
Experience
Wetherby Asset Management October 2013 - July 2015
Deloitte Tax January 2011 - October 2013
UBS Wealth Management June 2009 - September 2009
Skills
Finance, Budgets, Investments, Access, Accounting, Management
Education
Santa Clara University 2010 — 2010
Certificate of Advanced Accounting Profiency, Accounting
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics
Wetherby Asset Management October 2013 - July 2015
Deloitte Tax January 2011 - October 2013
UBS Wealth Management June 2009 - September 2009
Skills
Finance, Budgets, Investments, Access, Accounting, Management
Education
Santa Clara University 2010 — 2010
Certificate of Advanced Accounting Profiency, Accounting
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics
Taryn Shelton's UBS Wealth Management Experience September 2002 - Present
Job Associate General Counsel at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2002 - Present
Vedder Price (New York Office) February 1996 - September 2002
Cahill Gordon & Reindel October 1988 - February 1992
Clerk to Judge Fritz W. Alexander August 1986 - August 1988
Clerk to Chief Judge H. Carl Moultrie August 1985 - July 1986
Skills
Litigation, Securities Regulation, Securities Litigation, Arbitration, FINRA, Commercial Litigation, Fraud
Education
The George Washington University Law School 1982 — 1985
J.D.
Tulane University 1978 — 1982
B.A., International Relations (with French)
Institut d'Etudes politiques de Paris 1980 — 1981
CEP, French history, economics, politics, international relations
BCC-Bethesda-Chevy Chase High School 1975 — 1978
UBS Wealth Management September 2002 - Present
Vedder Price (New York Office) February 1996 - September 2002
Cahill Gordon & Reindel October 1988 - February 1992
Clerk to Judge Fritz W. Alexander August 1986 - August 1988
Clerk to Chief Judge H. Carl Moultrie August 1985 - July 1986
Skills
Litigation, Securities Regulation, Securities Litigation, Arbitration, FINRA, Commercial Litigation, Fraud
Education
The George Washington University Law School 1982 — 1985
J.D.
Tulane University 1978 — 1982
B.A., International Relations (with French)
Institut d'Etudes politiques de Paris 1980 — 1981
CEP, French history, economics, politics, international relations
BCC-Bethesda-Chevy Chase High School 1975 — 1978
Dali Wang's UBS Wealth Management Experience January 2009 - April 2009
Job at vanderbilt university master of economics
Industry Education Management
Experience
vanderbilt university master of economics September 2007 - Present
Keating Investments, LLC January 2009 - June 2009
UBS Wealth Management January 2009 - April 2009
RBC Capital Markets June 2008 - July 2008
Education
Vanderbilt University 2007 — 2009
Master of Economics, Economics
South China University of Technology 2003 — 2007
Bachelor, Computer Science
vanderbilt university master of economics September 2007 - Present
Keating Investments, LLC January 2009 - June 2009
UBS Wealth Management January 2009 - April 2009
RBC Capital Markets June 2008 - July 2008
Education
Vanderbilt University 2007 — 2009
Master of Economics, Economics
South China University of Technology 2003 — 2007
Bachelor, Computer Science
Brian Ressler's UBS Wealth Management Experience July 2014 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2014 - Present
JumpStart Inc. December 2013 - February 2014
Dayton Development Coalition December 2011 - November 2013
Liberty Savings Bank October 2007 - December 2011
Education
Wright State University 2002 — 2007
Degree; Bachelor of Arts, Psychology
Sinclair Community College
Accounting
UBS Wealth Management July 2014 - Present
JumpStart Inc. December 2013 - February 2014
Dayton Development Coalition December 2011 - November 2013
Liberty Savings Bank October 2007 - December 2011
Education
Wright State University 2002 — 2007
Degree; Bachelor of Arts, Psychology
Sinclair Community College
Accounting
Roger Graham's UBS Wealth Management Experience September 2014 - Present
Job Account Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2014 - Present
Morgan Stanley June 2011 - September 2014
Rainworth Enterprises, LLC April 2001 - June 2011
Ainsworth Associates June 1994 - April 2001
Education
Leadership San Antonio Class XXXVIII
Organizational Leadership
Santa Clara University
BS, Economics
University of Michigan Law School
Doctor of Law (J.D.)
UBS Wealth Management September 2014 - Present
Morgan Stanley June 2011 - September 2014
Rainworth Enterprises, LLC April 2001 - June 2011
Ainsworth Associates June 1994 - April 2001
Education
Leadership San Antonio Class XXXVIII
Organizational Leadership
Santa Clara University
BS, Economics
University of Michigan Law School
Doctor of Law (J.D.)
Efren Cleofe's UBS Wealth Management Experience October 1992 - December 2003
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Goldman Sachs November 2004 - March 2008
UBS Wealth Management October 1992 - December 2003
Shearson Lehman Hutton May 1988 - October 1992
Skills
Series 7, FINRA, Securities, Series 63, Series 24, Equities, Fixed Income, Mutual Funds, Financial Services, Hedge Funds, Investments, Risk Management, Series 65, Banking, Series 8, Series 3, Investment Advisory..., Alternative Investments, Equity Derivatives, Supervisory Management, Global Operations, Regulatory Compliance, Wealth Management, Capital Markets
Education
San Beda College 1978 — 1982
BA, Economics, 3.6
Merrill Lynch March 2008 - Present
Goldman Sachs November 2004 - March 2008
UBS Wealth Management October 1992 - December 2003
Shearson Lehman Hutton May 1988 - October 1992
Skills
Series 7, FINRA, Securities, Series 63, Series 24, Equities, Fixed Income, Mutual Funds, Financial Services, Hedge Funds, Investments, Risk Management, Series 65, Banking, Series 8, Series 3, Investment Advisory..., Alternative Investments, Equity Derivatives, Supervisory Management, Global Operations, Regulatory Compliance, Wealth Management, Capital Markets
Education
San Beda College 1978 — 1982
BA, Economics, 3.6
Ina Goldschmidt's UBS Wealth Management Experience September 2007 - Present
Job Branch Office Administrator at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management September 2007 - Present
Education
Southern Connecticut State University 2004 — 2007
Bachelor of Science, Business Management
Europäische Wirtschafts- und Sprachenakademie Köln 2001 — 2004
Gymnasium Haren 1992 — 2001
UBS Wealth Management September 2007 - Present
Education
Southern Connecticut State University 2004 — 2007
Bachelor of Science, Business Management
Europäische Wirtschafts- und Sprachenakademie Köln 2001 — 2004
Gymnasium Haren 1992 — 2001
Guy Hudman's UBS Wealth Management Experience December 2005 - July 2009
Job Retirement Planning and Wealth Management
Industry Financial Services
Experience
LPL Financial July 2009 - Present
UBS Wealth Management December 2005 - July 2009
Merrill Lynch January 1998 - December 2005
Skills
Business Development, Strategic Planning, Negotiation, Securities, Entrepreneurship, Retirement Planning, Investments, FINRA, Mergers & Acquisitions, Small Business, Risk Management
Education
Sam Houston State University
LPL Financial July 2009 - Present
UBS Wealth Management December 2005 - July 2009
Merrill Lynch January 1998 - December 2005
Skills
Business Development, Strategic Planning, Negotiation, Securities, Entrepreneurship, Retirement Planning, Investments, FINRA, Mergers & Acquisitions, Small Business, Risk Management
Education
Sam Houston State University
Eva Chow's UBS Wealth Management Experience August 2014 - March 2015
Job Executive Assistant to Head of Financial Crime Compliance, Canada
Industry Banking
Experience
HSBC March 2015 - Present
UBS Wealth Management August 2014 - March 2015
UBS April 2011 - August 2014
Goldman Sachs 2010 - 2011
National Australia Bank 2007 - 2010
Infiniti Capital 2005 - 2007
Skills
Talent Acquisition, Recruiting, Office Management, Microsoft Excel, Leadership, Investment Banking, Human Resources, Hedge Funds, Expense Management, Equities, Corporate Communications, Bloomberg, Banking, Asset Managment, Asset Management, Financial Services
Education
Simon Fraser University 1998 — 2000
Bachelor of Arts, Economics
HSBC March 2015 - Present
UBS Wealth Management August 2014 - March 2015
UBS April 2011 - August 2014
Goldman Sachs 2010 - 2011
National Australia Bank 2007 - 2010
Infiniti Capital 2005 - 2007
Skills
Talent Acquisition, Recruiting, Office Management, Microsoft Excel, Leadership, Investment Banking, Human Resources, Hedge Funds, Expense Management, Equities, Corporate Communications, Bloomberg, Banking, Asset Managment, Asset Management, Financial Services
Education
Simon Fraser University 1998 — 2000
Bachelor of Arts, Economics
Dennis Farrell's UBS Wealth Management Experience June 2008 - April 2011
Job Network Administrator
Industry Information Technology and Services
Experience
Berlitz Corporation June 2015 - Present
Siemens Healthcare March 2012 - June 2015
ExxonMobil October 2011 - November 2011
ASI System Integration June 2008 - April 2011
UBS Wealth Management June 2008 - April 2011
Realogy 2011 - 2011
Cegedim Dendrite 2005 - 2006
Skills
COMPTIA A+, COMPTIA Network+, Active Directory, XP, Printers, Hardware, Desktop Support, Windows Server 2003, Microsoft Exchange, Windows 7, VMware, EMC Storage, Imprivata, Cisco VPN, Wireless Networking, Network Administration, Network Design, Citrix, Servers, A Certified, Vendor Management, TCP/IP, Firewalls, SAN, Switches, CompTIA, Windows Server, Technical Support, Data Center, DHCP, VMware ESX, Disaster Recovery, Networking, Cisco Technologies, Blackberry Enterprise..., Windows XP, Operating Systems, Network Security, VMware Infrastructure
Education
Stevens Institute of Technology 2008 — 2011
Masters, Information Systems
Seton Hall University 1997 — 2007
Bachelors, Physics
Berlitz Corporation June 2015 - Present
Siemens Healthcare March 2012 - June 2015
ExxonMobil October 2011 - November 2011
ASI System Integration June 2008 - April 2011
UBS Wealth Management June 2008 - April 2011
Realogy 2011 - 2011
Cegedim Dendrite 2005 - 2006
Skills
COMPTIA A+, COMPTIA Network+, Active Directory, XP, Printers, Hardware, Desktop Support, Windows Server 2003, Microsoft Exchange, Windows 7, VMware, EMC Storage, Imprivata, Cisco VPN, Wireless Networking, Network Administration, Network Design, Citrix, Servers, A Certified, Vendor Management, TCP/IP, Firewalls, SAN, Switches, CompTIA, Windows Server, Technical Support, Data Center, DHCP, VMware ESX, Disaster Recovery, Networking, Cisco Technologies, Blackberry Enterprise..., Windows XP, Operating Systems, Network Security, VMware Infrastructure
Education
Stevens Institute of Technology 2008 — 2011
Masters, Information Systems
Seton Hall University 1997 — 2007
Bachelors, Physics
Augustine Joseph Alucious Selvaraj's UBS Wealth Management Experience October 2010 - February 2012
Job EXTJS Developer at JPMorgan Chase
Industry Financial Services
Experience
Credit Suisse November 2014 - Present
JPMorgan Chase July 2014 - Present
Barclays Capital March 2012 - June 2014
UBS Wealth Management October 2010 - February 2012
Credit Suisse May 2007 - October 2010
Cognizant Technology Solutions 2003 - 2007
Cognizant Technology Solutions 2003 - 2007
Skills
Spring, Hibernate, Struts, JMS, EJB, Weblogic, SDLC, Web Services, Ant, Java, Servlets, Software Development, JDBC, SOAP, J2EE, XML, MySQL, HTML, JSP, PHP, Tomcat, Eclipse, SQL, RAD, ExtJS, iText, Photoshop, JavaScript, MVC, jQuery, CSS, DB2, Core Java, Websphere, JBoss, AJAX, JUnit, Sybase, Unix, UML, Oracle SQL, JavaScript Frameworks, JFreeChart, Jasper Reports, Sun Certified Java..., Design Patterns, Fireworks, Web Design, SEO, Java Enterprise Edition
Education
Noorul Islam College of Engineering 1996 — 2000
BE, Computer Science
Amala Convent 1982 — 1989
School of Planning and Architecture
Credit Suisse November 2014 - Present
JPMorgan Chase July 2014 - Present
Barclays Capital March 2012 - June 2014
UBS Wealth Management October 2010 - February 2012
Credit Suisse May 2007 - October 2010
Cognizant Technology Solutions 2003 - 2007
Cognizant Technology Solutions 2003 - 2007
Skills
Spring, Hibernate, Struts, JMS, EJB, Weblogic, SDLC, Web Services, Ant, Java, Servlets, Software Development, JDBC, SOAP, J2EE, XML, MySQL, HTML, JSP, PHP, Tomcat, Eclipse, SQL, RAD, ExtJS, iText, Photoshop, JavaScript, MVC, jQuery, CSS, DB2, Core Java, Websphere, JBoss, AJAX, JUnit, Sybase, Unix, UML, Oracle SQL, JavaScript Frameworks, JFreeChart, Jasper Reports, Sun Certified Java..., Design Patterns, Fireworks, Web Design, SEO, Java Enterprise Edition
Education
Noorul Islam College of Engineering 1996 — 2000
BE, Computer Science
Amala Convent 1982 — 1989
School of Planning and Architecture
Kevin Kitt's UBS Wealth Management Experience June 2010 - Present
Job Financial Advisor at UBS PWM
Industry Financial Services
Experience
UBS Wealth Management June 2010 - Present
National Securities September 2008 - September 2010
Education
Siena College 2005 — 2009
Bachelor's Degree, Business/Marketing and Management
Chaminade High School 2001 — 2005
Manhasset 1999 — 2001
UBS Wealth Management June 2010 - Present
National Securities September 2008 - September 2010
Education
Siena College 2005 — 2009
Bachelor's Degree, Business/Marketing and Management
Chaminade High School 2001 — 2005
Manhasset 1999 — 2001
Philip Frasciello's UBS Wealth Management Experience March 2007 - December 2014
Job Authorized Officer Performance Reporting at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2007 - December 2014
UBS Wealth Management March 2004 - March 2007
UBS Wealth Management January 2001 - March 2004
Education
Seton Hall University 1995 — 1999
MBA, Finance
UBS Wealth Management March 2007 - December 2014
UBS Wealth Management March 2004 - March 2007
UBS Wealth Management January 2001 - March 2004
Education
Seton Hall University 1995 — 1999
MBA, Finance
Charles Shoemaker's UBS Wealth Management Experience July 2005 - November 2010
Job Retired Financial Advisor
Industry Financial Services
Experience
Retired Financial Advisor May 2014 - Present
Miller and Associates a financial franchise of Ameriprise Financial Services Inc November 2010 - May 2014
UBS Wealth Management July 2005 - November 2010
Smith Barney March 1988 - July 2005
Skills
financial services, Social Security, Strategic Financial..., Financial Analysis, Portfolio Management, Retirement Planning, Insurance, Wealth Management, Securities, Series 7, Finance, Financial Services, Asset Management, Policy, Process Improvement, Coaching, Business Development, Risk Management, Leadership Development, Public Speaking, Program Management, Mutual Funds, Alternative Investments
Education
Santa Clara University - Leavey School of Business 1986 — 1990
MBA, Economics
United States Naval Academy 1960 — 1964
BS, Nuclear Engineering
Retired Financial Advisor May 2014 - Present
Miller and Associates a financial franchise of Ameriprise Financial Services Inc November 2010 - May 2014
UBS Wealth Management July 2005 - November 2010
Smith Barney March 1988 - July 2005
Skills
financial services, Social Security, Strategic Financial..., Financial Analysis, Portfolio Management, Retirement Planning, Insurance, Wealth Management, Securities, Series 7, Finance, Financial Services, Asset Management, Policy, Process Improvement, Coaching, Business Development, Risk Management, Leadership Development, Public Speaking, Program Management, Mutual Funds, Alternative Investments
Education
Santa Clara University - Leavey School of Business 1986 — 1990
MBA, Economics
United States Naval Academy 1960 — 1964
BS, Nuclear Engineering
Joel Concepcion, MBA's UBS Wealth Management Experience 2007 - 2008
Job Director, Global Payroll and Vendor Management at Actavis Plc (formerly Warner Chilcott)
Industry Pharmaceuticals
Experience
Actavis plc (formerly Warner Chilcott) December 2009 - Present
PricewaterhouseCoopers January 2009 - December 2009
American International Group March 2008 - January 2009
UBS Wealth Management 2007 - 2008
UBS Wealth Management 2001 - 2007
Skills
Global Payroll Design..., Time and Labor, Project Management, Training and Development, Employee Relations, Employee Management, Mergers & Acquisitions, Policy Analysis, Governance, Vendor Management, Vendor Contracts, Regulatory Requirements, User Interface Design, HRIS, Legal Compliance, Outsourcing Management, Payroll, Performance Management, Human Resources, Auditing, HR Policies, Employee Benefits, Talent Acquisition, Business Process, Management
Education
Seton Hall University 1994 — 1999
MBA, Business Management
Actavis plc (formerly Warner Chilcott) December 2009 - Present
PricewaterhouseCoopers January 2009 - December 2009
American International Group March 2008 - January 2009
UBS Wealth Management 2007 - 2008
UBS Wealth Management 2001 - 2007
Skills
Global Payroll Design..., Time and Labor, Project Management, Training and Development, Employee Relations, Employee Management, Mergers & Acquisitions, Policy Analysis, Governance, Vendor Management, Vendor Contracts, Regulatory Requirements, User Interface Design, HRIS, Legal Compliance, Outsourcing Management, Payroll, Performance Management, Human Resources, Auditing, HR Policies, Employee Benefits, Talent Acquisition, Business Process, Management
Education
Seton Hall University 1994 — 1999
MBA, Business Management
Harjit Purewal's UBS Wealth Management Experience July 2009 - November 2009
Job Global Asset Management
Industry Financial Services
Experience
Ernst & Young September 2010 - Present
UBS Wealth Management July 2009 - November 2009
Deutsche Bank June 2008 - September 2008
Education
Seattle University 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance, Honours
Ernst & Young September 2010 - Present
UBS Wealth Management July 2009 - November 2009
Deutsche Bank June 2008 - September 2008
Education
Seattle University 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance, Honours
Christine Monique Cortes-Tosado's UBS Wealth Management Experience April 2005 - August 2006
Job Sales at Macy's
Industry Financial Services
Experience
Macy's November 2011 - Present
Seton Hall University August 2007 - December 2011
UBS August 2006 - April 2009
UBS Wealth Management April 2005 - August 2006
JPMorgan Chase January 1995 - April 2005
Skills
* Bilingual – English &..., Business Analysis, Process Improvement, Administration, Research, Translation
Education
Seton Hall University 2007 — 2011
Bachelor's of Science
Taylor Business Institute 1991 — 1994
Associate's
Macy's November 2011 - Present
Seton Hall University August 2007 - December 2011
UBS August 2006 - April 2009
UBS Wealth Management April 2005 - August 2006
JPMorgan Chase January 1995 - April 2005
Skills
* Bilingual – English &..., Business Analysis, Process Improvement, Administration, Research, Translation
Education
Seton Hall University 2007 — 2011
Bachelor's of Science
Taylor Business Institute 1991 — 1994
Associate's
Robert Atanasio Jr's UBS Wealth Management Experience October 2006 - April 2013
Job Middle Office Analyst
Industry Financial Services
Experience
Annaly Capital Management April 2013 - Present
UBS Wealth Management October 2006 - April 2013
Education
Siena College 1999 — 2002
Annaly Capital Management April 2013 - Present
UBS Wealth Management October 2006 - April 2013
Education
Siena College 1999 — 2002
Frank Euvino's UBS Wealth Management Experience March 2001 - Present
Job VP Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS March 2001 - Present
UBS Wealth Management March 2001 - Present
Education
Seton Hall University
UBS March 2001 - Present
UBS Wealth Management March 2001 - Present
Education
Seton Hall University
Eric Walter's UBS Wealth Management Experience July 2013 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2013 - Present
UBS Investment Bank 2004 - July 2013
Prudential Financial Inc. 1999 - 2004
Skills
Capital Markets, Fixed Income, Series 24, Series 7, Series 63, Trading, Bloomberg, Bonds, FINRA, Financial Risk, Portfolio Management, Securities
Education
Seton Hall University 1993 — 1997
BA, Finance
UBS Wealth Management July 2013 - Present
UBS Investment Bank 2004 - July 2013
Prudential Financial Inc. 1999 - 2004
Skills
Capital Markets, Fixed Income, Series 24, Series 7, Series 63, Trading, Bloomberg, Bonds, FINRA, Financial Risk, Portfolio Management, Securities
Education
Seton Hall University 1993 — 1997
BA, Finance
Anita Elliott's UBS Wealth Management Experience January 2015 - July 2015
Job External Consultant Cigna HealthSpring
Industry Banking
Experience
UBS Wealth Management January 2015 - July 2015
Cigna-HealthSpring September 2013 - January 2015
American General Life and Accident December 2007 - July 2013
MetLife Investors June 2002 - November 2007
American Republic Insurance Company December 1986 - June 2002
Skills
Financial Analysis, Insurance, Life Insurance, Underwriting, Disability Insurance, Commercial Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Brokers, Risk Management, GAAP, Accounting, Financial Reporting, General Ledger, Accounts Payable
Education
Simpson College 1985 — 1994
Bachelor of Science, Accounting
American Institute of Business 1982 — 1984
Associate's degree, Accounting
UBS Wealth Management January 2015 - July 2015
Cigna-HealthSpring September 2013 - January 2015
American General Life and Accident December 2007 - July 2013
MetLife Investors June 2002 - November 2007
American Republic Insurance Company December 1986 - June 2002
Skills
Financial Analysis, Insurance, Life Insurance, Underwriting, Disability Insurance, Commercial Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Brokers, Risk Management, GAAP, Accounting, Financial Reporting, General Ledger, Accounts Payable
Education
Simpson College 1985 — 1994
Bachelor of Science, Accounting
American Institute of Business 1982 — 1984
Associate's degree, Accounting
Wai Tao Boco Chow's UBS Wealth Management Experience June 2014 - August 2014
Job Operation Analysts at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
UBS Wealth Management June 2014 - August 2014
University of San Francisco January 2013 - January 2014
JPMorgan Chase June 2013 - June 2013
Marushu Co.,Ltd June 2011 - January 2013
Silver Wings Trading Co.,Ltd June 2010 - January 2013
Skills
Japanese, Microsoft Excel, Microsoft Word, Multilingual, Photoshop, Time Management, Teamwork, Tutoring, PowerPoint, Social Networking, Operational Execution
Education
University of San Francisco 2011 — 2015
Finance, International Business, Economics, Bachelor of Science in Business Administration(Major GPA: 3.82/Cum.GPA:3.69)
Osaka International School 2005 — 2011
Certificate of International Baccalaureate Diploma
Shanghai Normal University 2008 — 2009
Mandarin
Goldman Sachs August 2015 - Present
UBS Wealth Management June 2014 - August 2014
University of San Francisco January 2013 - January 2014
JPMorgan Chase June 2013 - June 2013
Marushu Co.,Ltd June 2011 - January 2013
Silver Wings Trading Co.,Ltd June 2010 - January 2013
Skills
Japanese, Microsoft Excel, Microsoft Word, Multilingual, Photoshop, Time Management, Teamwork, Tutoring, PowerPoint, Social Networking, Operational Execution
Education
University of San Francisco 2011 — 2015
Finance, International Business, Economics, Bachelor of Science in Business Administration(Major GPA: 3.82/Cum.GPA:3.69)
Osaka International School 2005 — 2011
Certificate of International Baccalaureate Diploma
Shanghai Normal University 2008 — 2009
Mandarin
Shirley Chu's UBS Wealth Management Experience August 2013 - Present
Job Executive/Team Assistant at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
Merrill Lynch April 2006 - July 2013
Lucky Chances Casino August 2003 - April 2006
J.T. Dental Group March 1994 - July 2003
Education
San Francisco State University 1998 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Wealth Management August 2013 - Present
Merrill Lynch April 2006 - July 2013
Lucky Chances Casino August 2003 - April 2006
J.T. Dental Group March 1994 - July 2003
Education
San Francisco State University 1998 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Henry Kang's UBS Wealth Management Experience 1994 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management 1994 - 2012
Paine Webber Inc. January 1983 - December 1993
Education
Stevens Institute of Technology 1990 — 1993
Master of Science (MS), Computer Science
Seoul National University 1964 — 1972
Bachelor of Science (BS), Electrical and Electronics Engineering
UBS Wealth Management 1994 - 2012
Paine Webber Inc. January 1983 - December 1993
Education
Stevens Institute of Technology 1990 — 1993
Master of Science (MS), Computer Science
Seoul National University 1964 — 1972
Bachelor of Science (BS), Electrical and Electronics Engineering