UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Finley Behringer Finley Behringer's UBS Wealth Management Experience July 2014 - August 2014
Job Student at State University of New York College at Plattsburgh
Industry Financial Services
Experience
Advisor Mortgage - Team Crosley January 2015 - May 2015
UBS Wealth Management July 2014 - August 2014
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Teamwork
Education
SUNY Plattsburgh 2012 — 2016
Bachelor of Arts (B.A.), Economics
Advisor Mortgage - Team Crosley January 2015 - May 2015
UBS Wealth Management July 2014 - August 2014
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Teamwork
Education
SUNY Plattsburgh 2012 — 2016
Bachelor of Arts (B.A.), Economics
Jack Farr's UBS Wealth Management Experience June 2011 - September 2011
Job Investment Analyst at Pantheon Ventures
Industry International Affairs
Experience
Pantheon Ventures September 2015 - Present
BlackRock August 2013 - August 2015
Three Bridge Wealth Advisors, LLC May 2012 - September 2012
UBS Wealth Management June 2011 - September 2011
Skills
Entrepreneurship, International Relations, Research, Economics, Spanish, Political Science, Data Analysis, Policy Analysis, Politics, International..., Public Speaking, Teamwork, Government, Market Research, Qualitative Research
Education
Stanford University 2010 — 2013
Bachelor of Arts (B.A.), International Relations and National Security Studies
Pantheon Ventures September 2015 - Present
BlackRock August 2013 - August 2015
Three Bridge Wealth Advisors, LLC May 2012 - September 2012
UBS Wealth Management June 2011 - September 2011
Skills
Entrepreneurship, International Relations, Research, Economics, Spanish, Political Science, Data Analysis, Policy Analysis, Politics, International..., Public Speaking, Teamwork, Government, Market Research, Qualitative Research
Education
Stanford University 2010 — 2013
Bachelor of Arts (B.A.), International Relations and National Security Studies
Ran Gao Ran Gao's UBS Wealth Management Experience July 2014 - October 2014
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2014 - October 2014
Sailing Capital February 2013 - June 2013
HSBC August 2012 - August 2012
BBC Worldwide June 2012 - July 2012
Henkel June 2011 - July 2011
Skills
Mandarin Chinese, Microsoft Office, Statistics, Tutoring, PowerPoint, Teaching, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Access, Critical Thinking, Economics, University Teaching, Calculus, Mandarin
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science (MS), Finance
Southern Methodist University - Cox School of Business 2011 — 2012
BS, Accounting
UBS Wealth Management July 2014 - October 2014
Sailing Capital February 2013 - June 2013
HSBC August 2012 - August 2012
BBC Worldwide June 2012 - July 2012
Henkel June 2011 - July 2011
Skills
Mandarin Chinese, Microsoft Office, Statistics, Tutoring, PowerPoint, Teaching, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Access, Critical Thinking, Economics, University Teaching, Calculus, Mandarin
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science (MS), Finance
Southern Methodist University - Cox School of Business 2011 — 2012
BS, Accounting
J. Patrick Fitzpatrick J. Patrick Fitzpatrick's UBS Wealth Management Experience August 2015 - Present
Job GTP Analyst at UBS Wealth Management
Industry Pharmaceuticals
Experience
UBS Wealth Management August 2015 - Present
Actavis May 2014 - June 2015
Forest Pharmaceuticals 2012 - May 2014
AstraZeneca 2010 - 2012
CVS Pharmacy 2003 - 2010
Skills
Pharmaceutical Sales, Primary Care, Managed Care, Cardiology, Hypertension, Pulmonology, Neurology, Product Launch, Selling, Building Relationships, Communication, Pulmonary Diseases, Arthritis, Major Depressive..., Business Analysis, Pharmacy Technicians, COPD, Cardiovascular Disease, Selling Skills, Series 7
Education
State University of New York College at Geneseo 2005 — 2009
BA, Biology, Business
UBS Wealth Management August 2015 - Present
Actavis May 2014 - June 2015
Forest Pharmaceuticals 2012 - May 2014
AstraZeneca 2010 - 2012
CVS Pharmacy 2003 - 2010
Skills
Pharmaceutical Sales, Primary Care, Managed Care, Cardiology, Hypertension, Pulmonology, Neurology, Product Launch, Selling, Building Relationships, Communication, Pulmonary Diseases, Arthritis, Major Depressive..., Business Analysis, Pharmacy Technicians, COPD, Cardiovascular Disease, Selling Skills, Series 7
Education
State University of New York College at Geneseo 2005 — 2009
BA, Biology, Business
Alex Doll Alex Doll's UBS Wealth Management Experience June 2013 - August 2013
Job Summer Analyst at First Republic Bank Investment Management
Industry Financial Services
Experience
First Republic Bank Investment Management June 2014 - Present
UBS Wealth Management June 2013 - August 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Investment Banking, Economics, Capital Markets, Equities, Investments, Fixed Income, Private Equity
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
First Republic Bank Investment Management June 2014 - Present
UBS Wealth Management June 2013 - August 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Investment Banking, Economics, Capital Markets, Equities, Investments, Fixed Income, Private Equity
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Ray Jones Ray Jones's UBS Wealth Management Experience 2006 - 2006
Job Founder and CEO, SilverYard
Industry Venture Capital & Private Equity
Experience
SilverYard August 2015 - Present
Andreessen Horowitz April 2013 - August 2015
MetricStream February 2012 - April 2013
JumpStart Inc. 2010 - 2012
UBS Investment Bank 2007 - 2008
LifeSpring Health 2007 - 2007
UBS Wealth Management 2006 - 2006
Skills
Start-ups, Entrepreneurship, Business Strategy, Business Development, Investments, Leadership, Corporate Branding, Economic Development, Corporate Development, Management, Partnership-building, Salesforce.com, Enterprise Technology..., Digital Media, Music, Thought Leadership, Product Marketing, Enterprise Software, Strategy, Go-to-market Strategy, Strategic Thinking, GRC, Program Management, Partner Management, Public/private..., Sales Operations, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Planning, Marketing, Angel Investing, Executive Management, Analysis, Finance, Venture Capital, Inside Sales, Rebranding, Mentoring
Education
Stanford University 2004 — 2007
Bachelor of Arts, Economics
The Columbus Academy 1992 — 2004
K-12
SilverYard August 2015 - Present
Andreessen Horowitz April 2013 - August 2015
MetricStream February 2012 - April 2013
JumpStart Inc. 2010 - 2012
UBS Investment Bank 2007 - 2008
LifeSpring Health 2007 - 2007
UBS Wealth Management 2006 - 2006
Skills
Start-ups, Entrepreneurship, Business Strategy, Business Development, Investments, Leadership, Corporate Branding, Economic Development, Corporate Development, Management, Partnership-building, Salesforce.com, Enterprise Technology..., Digital Media, Music, Thought Leadership, Product Marketing, Enterprise Software, Strategy, Go-to-market Strategy, Strategic Thinking, GRC, Program Management, Partner Management, Public/private..., Sales Operations, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Planning, Marketing, Angel Investing, Executive Management, Analysis, Finance, Venture Capital, Inside Sales, Rebranding, Mentoring
Education
Stanford University 2004 — 2007
Bachelor of Arts, Economics
The Columbus Academy 1992 — 2004
K-12
Christina Van Slooten's UBS Wealth Management Experience August 2013 - Present
Job Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
Wells Fargo Advisors December 1999 - August 2013
Education
St. Cloud State University 2002 — 2004
Master of Business Administration (MBA)
St. Cloud State University 1997 — 2001
Bachelor's degree, Finance
UBS Wealth Management August 2013 - Present
Wells Fargo Advisors December 1999 - August 2013
Education
St. Cloud State University 2002 — 2004
Master of Business Administration (MBA)
St. Cloud State University 1997 — 2001
Bachelor's degree, Finance
Marco Sementilli Marco Sementilli's UBS Wealth Management Experience January 2011 - April 2011
Job Portfolio Design Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2014 - Present
UBS Financial Services, Inc. November 2011 - February 2014
Cactus Salon & Day Spa August 2005 - December 2011
GLOBE Micro Loan Program January 2011 - May 2011
UBS Wealth Management January 2011 - April 2011
St. John's Student Managed Investment Fund September 2010 - December 2010
Joseph Gunnar & Co, LLC June 2010 - August 2010
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
BS, Finance, International Studies
City National Rochdale February 2014 - Present
UBS Financial Services, Inc. November 2011 - February 2014
Cactus Salon & Day Spa August 2005 - December 2011
GLOBE Micro Loan Program January 2011 - May 2011
UBS Wealth Management January 2011 - April 2011
St. John's Student Managed Investment Fund September 2010 - December 2010
Joseph Gunnar & Co, LLC June 2010 - August 2010
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
BS, Finance, International Studies
Jared Astillero Jared Astillero's UBS Wealth Management Experience August 2009 - May 2011
Job Cloud Support Engineer at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services September 2014 - Present
AvePoint January 2014 - May 2014
AvePoint March 2013 - January 2014
AvePoint July 2012 - February 2013
AvePoint April 2012 - July 2012
Booz Allen Hamilton August 2011 - November 2011
UBS Wealth Management August 2009 - May 2011
Silverpoint May 2009 - August 2009
Datascope Patient Monitors August 2007 - January 2009
Skills
SharePoint, Windows Server, Networking, Troubleshooting, SQL, Computer Hardware, Linux, Testing, Information Security, Windows, Software Documentation, Perl, Operating Systems, Powershell, Technical Training, Customer Service, Escalation Resolution, Hyper-V, Android Development, Technical Support, Windows 7, Microsoft SQL Server, Active Directory, Cloud Computing
Education
Stevens Institute of Technology 2011 — 2012
Masters of Computer Engineering, Networked Information Systems, Secure Network Systems Design, 3.733
Stevens Institute of Technology 2005 — 2011
Bachelors of Computer Engineering, Network Information Systems, Network Security, 3.733
Amazon Web Services September 2014 - Present
AvePoint January 2014 - May 2014
AvePoint March 2013 - January 2014
AvePoint July 2012 - February 2013
AvePoint April 2012 - July 2012
Booz Allen Hamilton August 2011 - November 2011
UBS Wealth Management August 2009 - May 2011
Silverpoint May 2009 - August 2009
Datascope Patient Monitors August 2007 - January 2009
Skills
SharePoint, Windows Server, Networking, Troubleshooting, SQL, Computer Hardware, Linux, Testing, Information Security, Windows, Software Documentation, Perl, Operating Systems, Powershell, Technical Training, Customer Service, Escalation Resolution, Hyper-V, Android Development, Technical Support, Windows 7, Microsoft SQL Server, Active Directory, Cloud Computing
Education
Stevens Institute of Technology 2011 — 2012
Masters of Computer Engineering, Networked Information Systems, Secure Network Systems Design, 3.733
Stevens Institute of Technology 2005 — 2011
Bachelors of Computer Engineering, Network Information Systems, Network Security, 3.733
Trevor Zehnder Trevor Zehnder's UBS Wealth Management Experience June 2011 - September 2011
Job FP&A at DocuSign
Industry Financial Services
Experience
DocuSign August 2015 - Present
EY September 2013 - August 2015
UC Santa Barbara September 2011 - June 2013
UC Santa Barbara September 2010 - September 2012
Ernst & Young June 2012 - August 2012
UBS Wealth Management June 2011 - September 2011
Skills
Leadership, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Research, Public Speaking, PowerPoint, Program Development, Career Counseling, Social Media, Training, Community Outreach, Staff Development, Teaching, Higher Education, Recruiting, Social Networking
Education
University of California, Santa Barbara 2009 — 2013
Bachelors, Business Economics & Accounting
Stanford University 2008 — 2008
Economics, Human Physiology, English
DocuSign August 2015 - Present
EY September 2013 - August 2015
UC Santa Barbara September 2011 - June 2013
UC Santa Barbara September 2010 - September 2012
Ernst & Young June 2012 - August 2012
UBS Wealth Management June 2011 - September 2011
Skills
Leadership, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Research, Public Speaking, PowerPoint, Program Development, Career Counseling, Social Media, Training, Community Outreach, Staff Development, Teaching, Higher Education, Recruiting, Social Networking
Education
University of California, Santa Barbara 2009 — 2013
Bachelors, Business Economics & Accounting
Stanford University 2008 — 2008
Economics, Human Physiology, English
Larsen Jensen Larsen Jensen's UBS Wealth Management Experience 2007 - 2007
Job
Industry Venture Capital & Private Equity
Experience
Andreessen Horowitz June 2015 - August 2015
Goldman Sachs April 2015 - May 2015
U.S. Navy SEAL 2013 - March 2015
SEAL Team FIVE 2011 - 2013
Naval Special Warfare Command 2009 - 2011
Olympic Athlete 2007 - 2008
UBS Wealth Management 2007 - 2007
Citizens Business Bank 2007 - 2007
Skills
Management, Leadership, Athletic Training, Athletic Performance, Teamwork, Team Building, Team Leadership, Team Management, Tactics, Swimming, Command & Control, Perseverance, Public Speaking, Special Operations, Afghanistan, Military Operations, Training, Security Clearance, Public Relations, Social Media, Social Media Marketing, Event Planning, Event Management, Strategic Planning, Marketing, Coaching
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, Minor in Business Administration
Andreessen Horowitz June 2015 - August 2015
Goldman Sachs April 2015 - May 2015
U.S. Navy SEAL 2013 - March 2015
SEAL Team FIVE 2011 - 2013
Naval Special Warfare Command 2009 - 2011
Olympic Athlete 2007 - 2008
UBS Wealth Management 2007 - 2007
Citizens Business Bank 2007 - 2007
Skills
Management, Leadership, Athletic Training, Athletic Performance, Teamwork, Team Building, Team Leadership, Team Management, Tactics, Swimming, Command & Control, Perseverance, Public Speaking, Special Operations, Afghanistan, Military Operations, Training, Security Clearance, Public Relations, Social Media, Social Media Marketing, Event Planning, Event Management, Strategic Planning, Marketing, Coaching
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, Minor in Business Administration
John B. Petersen III John B. Petersen III's UBS Wealth Management Experience 2006 - 2010
Job Head of Product at Firehawk Creative
Industry Internet
Experience
Firehawk Creative September 2013 - Present
NYC Dev Shop January 2012 - August 2013
NY Tech Day November 2011 - August 2013
Petersen Wealth Management March 2011 - December 2011
Edward Jones March 2010 - October 2010
UBS Wealth Management 2006 - 2010
Skills
Start-ups, Entrepreneurship, Ruby on Rails, Early-stage Startups, Business Development, Business Strategy, Marketing Strategy, Shredding, Product Management, E-commerce, International Business, Project Management, Project Planning, Small Business, Strategy
Education
Stevens Institute of Technology 2001 — 2006
BE, Engineering Management
Firehawk Creative September 2013 - Present
NYC Dev Shop January 2012 - August 2013
NY Tech Day November 2011 - August 2013
Petersen Wealth Management March 2011 - December 2011
Edward Jones March 2010 - October 2010
UBS Wealth Management 2006 - 2010
Skills
Start-ups, Entrepreneurship, Ruby on Rails, Early-stage Startups, Business Development, Business Strategy, Marketing Strategy, Shredding, Product Management, E-commerce, International Business, Project Management, Project Planning, Small Business, Strategy
Education
Stevens Institute of Technology 2001 — 2006
BE, Engineering Management
Matthew Smoldt Matthew Smoldt's UBS Wealth Management Experience February 2014 - May 2014
Job Student at Southern Methodist University
Industry Financial Services
Experience
PartnerSource May 2014 - August 2014
Southern Methodist University May 2014 - August 2014
UBS Wealth Management February 2014 - May 2014
Policy Studies Institute June 2013 - July 2013
SMU Learning Center August 2012 - May 2013
Kid's West Summer Program 2008 - 2012
Skills
Social Networking, Microsoft Office, Microsoft Excel, Leadership, Public Speaking
Education
Southern Methodist University 2011 — 2015
Bachelor's Degree, Finance, General
PartnerSource May 2014 - August 2014
Southern Methodist University May 2014 - August 2014
UBS Wealth Management February 2014 - May 2014
Policy Studies Institute June 2013 - July 2013
SMU Learning Center August 2012 - May 2013
Kid's West Summer Program 2008 - 2012
Skills
Social Networking, Microsoft Office, Microsoft Excel, Leadership, Public Speaking
Education
Southern Methodist University 2011 — 2015
Bachelor's Degree, Finance, General
Donald Harder Donald Harder's UBS Wealth Management Experience 2010 - 2010
Job Finance Strategy and Business Analyst at HewlettPackard
Industry Electrical/Electronic Manufacturing
Experience
Hewlett-Packard July 2014 - Present
BASE - Basel Agency for Sustainable Energy June 2012 - August 2012
UBS Wealth Management 2010 - 2010
Skills
German, PowerPoint, Data Analysis, Microsoft Excel, International Economics, Community Outreach, Teamwork, Python, Microsoft Word, Dreamweaver, Corporate Finance, Remittances, Financial Modeling, Planning Budgeting &...
Education
St. Olaf College 2010 — 2014
Bachelor’s Degree, Economics and German
Hewlett-Packard July 2014 - Present
BASE - Basel Agency for Sustainable Energy June 2012 - August 2012
UBS Wealth Management 2010 - 2010
Skills
German, PowerPoint, Data Analysis, Microsoft Excel, International Economics, Community Outreach, Teamwork, Python, Microsoft Word, Dreamweaver, Corporate Finance, Remittances, Financial Modeling, Planning Budgeting &...
Education
St. Olaf College 2010 — 2014
Bachelor’s Degree, Economics and German
Fausto A. Rosales, Esq. Fausto A. Rosales, Esq.'s UBS Wealth Management Experience June 2008 - July 2010
Job Attorney at Law at Naderpour & Associates, P.A.
Industry Law Practice
Experience
Naderpour & Associates, P.A. October 2013 - Present
The Law Office of Fausto A. Rosales, P.A. April 2013 - October 2013
Trump Dezer Development April 2012 - August 2012
US Securities and Exchange Commission January 2012 - April 2012
UBS Wealth Management June 2008 - July 2010
UBS AG 2008 - July 2010
UBS Wealth Management-Chicago December 2008 - January 2009
Skills
Legal Writing
Education
St. Thomas University School of Law 2010 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
University of Miami - School of Business 2005 — 2008
BBA, International Finance & Marketing; Business Management & Organization; Business Law
Coral Reef Senior High 2001 — 2005
International Baccalaureate (IB) Program
Naderpour & Associates, P.A. October 2013 - Present
The Law Office of Fausto A. Rosales, P.A. April 2013 - October 2013
Trump Dezer Development April 2012 - August 2012
US Securities and Exchange Commission January 2012 - April 2012
UBS Wealth Management June 2008 - July 2010
UBS AG 2008 - July 2010
UBS Wealth Management-Chicago December 2008 - January 2009
Skills
Legal Writing
Education
St. Thomas University School of Law 2010 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
University of Miami - School of Business 2005 — 2008
BBA, International Finance & Marketing; Business Management & Organization; Business Law
Coral Reef Senior High 2001 — 2005
International Baccalaureate (IB) Program
Ryan E. Maguire Ryan E. Maguire's UBS Wealth Management Experience August 2001 - June 2008
Job CTO at Homefinder.com, LLC
Industry Information Technology and Services
Experience
HomeFinder.com June 2015 - Present
Grosvenor Capital Management, L.P July 2008 - June 2015
UBS Wealth Management August 2001 - June 2008
UBS Wealth Management April 2006 - May 2007
UBS Wealth Management May 2004 - March 2006
UBS Wealth Management November 2003 - May 2004
UBS Wealth Management August 2001 - November 2003
Education
Stevens Institute of Technology
Masters Degree - Information Technology Management
Villanova University
Bachelor of Science (B.S.) - Computer Engineering, Minor Computer Science
The Delbarton School
Morristown, New Jersey
HomeFinder.com June 2015 - Present
Grosvenor Capital Management, L.P July 2008 - June 2015
UBS Wealth Management August 2001 - June 2008
UBS Wealth Management April 2006 - May 2007
UBS Wealth Management May 2004 - March 2006
UBS Wealth Management November 2003 - May 2004
UBS Wealth Management August 2001 - November 2003
Education
Stevens Institute of Technology
Masters Degree - Information Technology Management
Villanova University
Bachelor of Science (B.S.) - Computer Engineering, Minor Computer Science
The Delbarton School
Morristown, New Jersey
Jeremy Silvas's UBS Wealth Management Experience January 2007 - February 2012
Job Market Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Brittany Lede Brittany Lede's UBS Wealth Management Experience June 2013 - August 2013
Job SpeechLanguage Pathology Student Clinician at Tappan Zee High School
Industry Individual & Family Services
Experience
Tappan Zee High School September 2015 - Present
UBS Wealth Management June 2013 - August 2013
Skills
Child Development, Microsoft Office, Microsoft Word, Staff Development, Spanish, Social Networking, Social Media, Public Speaking, Customer Service
Education
Mercy College 2014 — 2016
Master of Science (M.S.), Communication Disorders Sciences
State University of New York College at Cortland 2010 — 2014
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
Tappan Zee High School September 2015 - Present
UBS Wealth Management June 2013 - August 2013
Skills
Child Development, Microsoft Office, Microsoft Word, Staff Development, Spanish, Social Networking, Social Media, Public Speaking, Customer Service
Education
Mercy College 2014 — 2016
Master of Science (M.S.), Communication Disorders Sciences
State University of New York College at Cortland 2010 — 2014
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
Al Diovanni Al Diovanni's UBS Wealth Management Experience June 2011 - January 2012
Job Senior Software Engineer and Applications Programmer/Analyst and Project Lead and Systems Analyst at Pershing
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company April 2015 - Present
NJ Transit August 2014 - March 2015
Express Scripts May 2013 - August 2013
JPMorgan Chase February 2012 - September 2012
UBS Wealth Management June 2011 - January 2012
City of New York March 2011 - June 2011
Citi May 2010 - December 2010
Morgan Stanley Wealth Management September 2007 - February 2010
UBS Wealth Management September 2006 - September 2007
Citi June 2006 - August 2006
Skills
IBM Mainframe, Application Development, Production Support, COBOL, SAS, Easytrieve, DB2, QMF, JCL, Syncsort, CICS, VSAM, Stored Procedures, ISPF, MVS, TSO, REXX, CLIST, IBM Assembler, Unix, ISPF Dialog Manager, Fileaid, Endevor, Serena Changeman, Expediter, Intertest, ISPF DIALOG MANAGER, SQL, FTP, SFTP, NDM, Business Analysis, SDLC, Data Warehousing, ETL, Debugging, XML
Education
Saint John's University
BS, Computer Science/Math, 3.7
State University of New York College at Plattsburgh
BS, Computer Science, 3.7
Pershing, a BNY Mellon company April 2015 - Present
NJ Transit August 2014 - March 2015
Express Scripts May 2013 - August 2013
JPMorgan Chase February 2012 - September 2012
UBS Wealth Management June 2011 - January 2012
City of New York March 2011 - June 2011
Citi May 2010 - December 2010
Morgan Stanley Wealth Management September 2007 - February 2010
UBS Wealth Management September 2006 - September 2007
Citi June 2006 - August 2006
Skills
IBM Mainframe, Application Development, Production Support, COBOL, SAS, Easytrieve, DB2, QMF, JCL, Syncsort, CICS, VSAM, Stored Procedures, ISPF, MVS, TSO, REXX, CLIST, IBM Assembler, Unix, ISPF Dialog Manager, Fileaid, Endevor, Serena Changeman, Expediter, Intertest, ISPF DIALOG MANAGER, SQL, FTP, SFTP, NDM, Business Analysis, SDLC, Data Warehousing, ETL, Debugging, XML
Education
Saint John's University
BS, Computer Science/Math, 3.7
State University of New York College at Plattsburgh
BS, Computer Science, 3.7
NNEKA CHUKWUMAH NNEKA CHUKWUMAH's UBS Wealth Management Experience January 2011 - March 2011
Job Intern at Canaras Capital Management
Industry Financial Services
Experience
Canaras Capital Management January 2012 - Present
UBS Wealth Management January 2011 - March 2011
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), Economics, May 2012
Canaras Capital Management January 2012 - Present
UBS Wealth Management January 2011 - March 2011
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), Economics, May 2012
Andrew Alessi, CFP Andrew Alessi, CFP's UBS Wealth Management Experience March 1999 - October 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
The Hartford January 2012 - October 2012
State Farm Insurance 2005 - 2012
Prudential Financial 2003 - 2005
UBS Wealth Management March 1999 - October 2003
Skills
Retirement Planning, Life Insurance, Retirement, Series 6, Long-term Care, Fixed Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Estate Planning, 401k Rollovers, IRAs, Wealth Management
Education
University at Albany 2001 — 2005
Masters Business Administration
SUNY Plattsburgh 1996 — 1998
Bachelor of Science, Hotel and Restaurant Administration
TIAA-CREF October 2012 - Present
The Hartford January 2012 - October 2012
State Farm Insurance 2005 - 2012
Prudential Financial 2003 - 2005
UBS Wealth Management March 1999 - October 2003
Skills
Retirement Planning, Life Insurance, Retirement, Series 6, Long-term Care, Fixed Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Estate Planning, 401k Rollovers, IRAs, Wealth Management
Education
University at Albany 2001 — 2005
Masters Business Administration
SUNY Plattsburgh 1996 — 1998
Bachelor of Science, Hotel and Restaurant Administration
K. Nielsen Koepfgen K. Nielsen Koepfgen's UBS Wealth Management Experience September 2010 - January 2011
Job Real Estate Analyst HFF
Industry Real Estate
Experience
HFF January 2015 - Present
Brown Brothers Harriman 2011 - June 2014
UBS Wealth Management September 2010 - January 2011
Skills
Argus Modeling, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Microsoft Excel, Valuation, Asset Allocation, Finance, Corporate Finance, Market Research, Bloomberg, Equities
Education
Southern Methodist University 2007 — 2011
Economics
Woodberry Forest 2004 — 2007
HFF January 2015 - Present
Brown Brothers Harriman 2011 - June 2014
UBS Wealth Management September 2010 - January 2011
Skills
Argus Modeling, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Microsoft Excel, Valuation, Asset Allocation, Finance, Corporate Finance, Market Research, Bloomberg, Equities
Education
Southern Methodist University 2007 — 2011
Economics
Woodberry Forest 2004 — 2007
Malcolm Coleman Malcolm Coleman's UBS Wealth Management Experience August 2012 - December 2013
Job Experienced Finance Report Analyst, Reconciliation and Data Entry Specialist
Industry Financial Services
Experience
UBS Wealth Management August 2012 - December 2013
Visions Center On Blindness November 2008 - March 2013
Yankee Stadium March 2011 - August 2012
Skills
Microsoft Office, Data Analysis, Account Reconciliation, Market Analysis, Facilities Management, Supervisory Experience, Customer Service, Security, Teamwork, Event Planning, Social Networking, Analysis, Research, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Access, Time Management, Data Entry, Public Speaking
Education
State University of New York Empire State College 2013 — 2017
Bachelor's degree, Business/Managerial Economics
Year Up 2012 — 2013
Financial Operations
UBS Wealth Management August 2012 - December 2013
Visions Center On Blindness November 2008 - March 2013
Yankee Stadium March 2011 - August 2012
Skills
Microsoft Office, Data Analysis, Account Reconciliation, Market Analysis, Facilities Management, Supervisory Experience, Customer Service, Security, Teamwork, Event Planning, Social Networking, Analysis, Research, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Access, Time Management, Data Entry, Public Speaking
Education
State University of New York Empire State College 2013 — 2017
Bachelor's degree, Business/Managerial Economics
Year Up 2012 — 2013
Financial Operations
Jack (Jay) Pumphrey Jack (Jay) Pumphrey's UBS Wealth Management Experience February 2000 - November 2005
Job Senior Vice PresidentInvestments at Gilford Securities, Inc.
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. February 2015 - Present
Gilford Securities November 2011 - January 2015
Wells Fargo Advisors November 2005 - November 2011
UBS Wealth Management February 2000 - November 2005
Skills
Series 63, Wealth Management, Retirement Planning, Series 7, Investments, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Wealth Management..., Alternative Investments, Hedge Funds, FINRA, Financial Services, Portfolio Management, Financial Advisory
Education
St. Lawrence University
Nationwide Planning Associates, Inc. February 2015 - Present
Gilford Securities November 2011 - January 2015
Wells Fargo Advisors November 2005 - November 2011
UBS Wealth Management February 2000 - November 2005
Skills
Series 63, Wealth Management, Retirement Planning, Series 7, Investments, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Wealth Management..., Alternative Investments, Hedge Funds, FINRA, Financial Services, Portfolio Management, Financial Advisory
Education
St. Lawrence University
Thomas Szczur Jr.'s UBS Wealth Management Experience May 2011 - July 2011
Job Deal Advisory at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
PwC September 2012 - July 2014
Saint Francis University January 2011 - December 2011
UBS Wealth Management May 2011 - July 2011
Skills
Time Management, Accounting, Team Leadership, Microsoft Office, Auditing, Microsoft Word, Training, Team Building, Financial Reporting, Networking, Strategic Planning, Management, Access, PowerPoint, Effective Meetings, Leadership Development, Analytical Abilities, CPA
Education
St. Francis University 2008 — 2012
Bachelor of Science, Accounting & Management, 3.97/4.00
KPMG US July 2014 - Present
PwC September 2012 - July 2014
Saint Francis University January 2011 - December 2011
UBS Wealth Management May 2011 - July 2011
Skills
Time Management, Accounting, Team Leadership, Microsoft Office, Auditing, Microsoft Word, Training, Team Building, Financial Reporting, Networking, Strategic Planning, Management, Access, PowerPoint, Effective Meetings, Leadership Development, Analytical Abilities, CPA
Education
St. Francis University 2008 — 2012
Bachelor of Science, Accounting & Management, 3.97/4.00
Bernard Smith Bernard Smith's UBS Wealth Management Experience 2001 - 2001
Job Entrepreneur. Creator.
Industry Marketing and Advertising
Experience
Modellounge June 2009 - Present
Initiative: Keep-It-Clean February 2008 - Present
UA Marketing June 2007 - Present
Alloy 2003 - 2004
Invesco Ltd. 2002 - 2003
UBS Wealth Management 2001 - 2001
Skills
Social Media Marketing, Digital Marketing, Marketing, Digital Media, Creative Problem Solving, Advertising, Creative Direction, Management, Brand Development, Music, Social Media, Digital Strategy, Content Strategy
Education
St. Lawrence University
Bachelors, Sociology
The Rectory School
Trinity Pawling School
Modellounge June 2009 - Present
Initiative: Keep-It-Clean February 2008 - Present
UA Marketing June 2007 - Present
Alloy 2003 - 2004
Invesco Ltd. 2002 - 2003
UBS Wealth Management 2001 - 2001
Skills
Social Media Marketing, Digital Marketing, Marketing, Digital Media, Creative Problem Solving, Advertising, Creative Direction, Management, Brand Development, Music, Social Media, Digital Strategy, Content Strategy
Education
St. Lawrence University
Bachelors, Sociology
The Rectory School
Trinity Pawling School
Dan Motschenbacher Dan Motschenbacher's UBS Wealth Management Experience August 2004 - July 2007
Job Associate Complex Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management - Private Client Group April 2011 - Present
Raymond James & Associates July 2007 - March 2011
UBS Wealth Management August 2004 - July 2007
Focus Financial Network, Inc. January 1998 - December 2004
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
St. Olaf College 1993 — 1997
BA, Economics
FINRA
Series 7,9,10,66
State of Minnesota
Insurance License
RBC Wealth Management - Private Client Group April 2011 - Present
Raymond James & Associates July 2007 - March 2011
UBS Wealth Management August 2004 - July 2007
Focus Financial Network, Inc. January 1998 - December 2004
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
St. Olaf College 1993 — 1997
BA, Economics
FINRA
Series 7,9,10,66
State of Minnesota
Insurance License
Erin Parker's UBS Wealth Management Experience October 2008 - March 2009
Job Founder at Spitfire Athlete
Industry Internet
Experience
Spitfire Athlete August 2012 - Present
Hyperink August 2011 - December 2011
27Bards January 2011 - August 2011
Gumball Capital October 2008 - September 2010
Stanford Finance September 2008 - September 2010
Stanford Blyth Fund January 2008 - September 2010
J.P. Morgan June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
UBS Wealth Management October 2008 - March 2009
The Doctors Company June 2007 - August 2007
Skills
Entrepreneurship, Team Leadership, Product Development, Customer Acquisition, Start-up Operations, Start-ups, Valuation, Financial Modeling, User Experience, Ruby on Rails, iOS development, JavaScript, Private Equity, Investment Banking, iOS Development, Analysis, Mergers & Acquisitions, Venture Capital
Education
Stanford University 2007 — 2011
BA
Vanden High School 2004 — 2007
Spitfire Athlete August 2012 - Present
Hyperink August 2011 - December 2011
27Bards January 2011 - August 2011
Gumball Capital October 2008 - September 2010
Stanford Finance September 2008 - September 2010
Stanford Blyth Fund January 2008 - September 2010
J.P. Morgan June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
UBS Wealth Management October 2008 - March 2009
The Doctors Company June 2007 - August 2007
Skills
Entrepreneurship, Team Leadership, Product Development, Customer Acquisition, Start-up Operations, Start-ups, Valuation, Financial Modeling, User Experience, Ruby on Rails, iOS development, JavaScript, Private Equity, Investment Banking, iOS Development, Analysis, Mergers & Acquisitions, Venture Capital
Education
Stanford University 2007 — 2011
BA
Vanden High School 2004 — 2007
Sean T. Keating, CFP®, EA, CDFA™, ChFC® Sean T. Keating, CFP®, EA, CDFA™, ChFC®'s UBS Wealth Management Experience July 2007 - April 2009
Job FInancial Consultant to Individuals and Business Owners
Industry Financial Services
Experience
Partnering with Mazzucco & Company CPAs December 2013 - Present
CU Financial Insurance Group May 2015 - Present
Mortgages 2012 - May 2015
Patriot Financial Advisors LLC. September 2010 - April 2015
Better Qualified LLC April 2010 - January 2012
ViewbyText March 2010 - January 2011
Patriot Contracting April 2009 - June 2010
UBS Wealth Management July 2007 - April 2009
UBS Wealth Management July 2006 - July 2007
Goldman Sachs November 2004 - July 2006
Skills
Long-term Care, Wealth Management, Securities, Investment Advisory, Financial Planning, Mortgages, Property & Casualty..., Life & Health Insurance, Risk Management, Project Portfolio..., Strategic Financial..., Mortgage Lending, Strategy, Finance, Investments, Insurance, Leadership, FINRA, Credit, Fixed Annuities, Financial Services, Hedge Funds, Trading, Equities, Financial Risk, Financial Analysis, Financial Advisory, Executive Management, Options, Loans, Mutual Funds, Series 63, Portfolio Management, ETFs, Asset Management, Retirement Planning
Education
Saint John Fisher College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Christian Brothers Academy 1985 — 1989
Partnering with Mazzucco & Company CPAs December 2013 - Present
CU Financial Insurance Group May 2015 - Present
Mortgages 2012 - May 2015
Patriot Financial Advisors LLC. September 2010 - April 2015
Better Qualified LLC April 2010 - January 2012
ViewbyText March 2010 - January 2011
Patriot Contracting April 2009 - June 2010
UBS Wealth Management July 2007 - April 2009
UBS Wealth Management July 2006 - July 2007
Goldman Sachs November 2004 - July 2006
Skills
Long-term Care, Wealth Management, Securities, Investment Advisory, Financial Planning, Mortgages, Property & Casualty..., Life & Health Insurance, Risk Management, Project Portfolio..., Strategic Financial..., Mortgage Lending, Strategy, Finance, Investments, Insurance, Leadership, FINRA, Credit, Fixed Annuities, Financial Services, Hedge Funds, Trading, Equities, Financial Risk, Financial Analysis, Financial Advisory, Executive Management, Options, Loans, Mutual Funds, Series 63, Portfolio Management, ETFs, Asset Management, Retirement Planning
Education
Saint John Fisher College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Christian Brothers Academy 1985 — 1989
Nick Antonecchia Nick Antonecchia's UBS Wealth Management Experience October 2004 - September 2007
Job President Emeritus at United Plastics corporation
Industry Plastics
Experience
United Plastics Corporation September 2007 - Present
UBS Wealth Management October 2004 - September 2007
Ameriscape Inc. 1988 - 2003
United States Air Force 1968 - 1972
Skills
Banking, Financial Advisory, Start-ups, Strategic Planning, Team Building, Risk Management, New Business Development, Corporate Finance, Finance, Product Development, Manufacturing, Financial Analysis, Strategic Financial..., Customer Service, Forecasting, Training, Business Planning, Management, Process Improvement
Education
Southern New Hampshire University 1965 — 1976
BS, Marketing and Finance
United Plastics Corporation September 2007 - Present
UBS Wealth Management October 2004 - September 2007
Ameriscape Inc. 1988 - 2003
United States Air Force 1968 - 1972
Skills
Banking, Financial Advisory, Start-ups, Strategic Planning, Team Building, Risk Management, New Business Development, Corporate Finance, Finance, Product Development, Manufacturing, Financial Analysis, Strategic Financial..., Customer Service, Forecasting, Training, Business Planning, Management, Process Improvement
Education
Southern New Hampshire University 1965 — 1976
BS, Marketing and Finance
Lawrence Rowe Lawrence Rowe's UBS Wealth Management Experience February 2007 - June 2010
Job Senior IT Project Manager at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital January 2012 - Present
Barclays Capital June 2010 - December 2011
UBS Wealth Management February 2007 - June 2010
UBS Financial Services Inc. April 1999 - February 2007
Skills
ITIL, SQL, Business Analysis, PHP, Project Management, IT Service Management, Incident Management, Business Continuity, Change Management, HTML, CSS, Disaster Recovery, Production Support, Problem Management, Business Relationship..., Application Support, IT Management, IT Operations, SDLC, Service Delivery, Business Process..., Software Documentation, Risk Management, CRM, Security, Infrastructure, Data Center, Microsoft SQL Server, Information Technology
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Arts (B.A.), Management Information Science
University of Maryland Baltimore County 1996 — 1996
Management Information Science
Barclays Capital January 2012 - Present
Barclays Capital June 2010 - December 2011
UBS Wealth Management February 2007 - June 2010
UBS Financial Services Inc. April 1999 - February 2007
Skills
ITIL, SQL, Business Analysis, PHP, Project Management, IT Service Management, Incident Management, Business Continuity, Change Management, HTML, CSS, Disaster Recovery, Production Support, Problem Management, Business Relationship..., Application Support, IT Management, IT Operations, SDLC, Service Delivery, Business Process..., Software Documentation, Risk Management, CRM, Security, Infrastructure, Data Center, Microsoft SQL Server, Information Technology
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Arts (B.A.), Management Information Science
University of Maryland Baltimore County 1996 — 1996
Management Information Science
David Mango David Mango's UBS Wealth Management Experience June 2012 - August 2012
Job Sales Services Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2015 - Present
Legg Mason June 2014 - August 2014
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Creative Writing, Public Speaking, Social Networking, Facebook
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics
Greenwich High School 2008 — 2011
Fairfield College Preparatory School 2007 — 2008
Legg Mason May 2015 - Present
Legg Mason June 2014 - August 2014
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Creative Writing, Public Speaking, Social Networking, Facebook
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics
Greenwich High School 2008 — 2011
Fairfield College Preparatory School 2007 — 2008
Dave Furtzaig Dave Furtzaig's UBS Wealth Management Experience 2008 - 2014
Job Global Account Chief Technologist at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard September 2014 - Present
UBS Wealth Management 2008 - 2014
JP Morgan Chase 2005 - 2008
Citco Fund Services / Emphasis Software Development 2004 - 2005
Sun Microsystems 1992 - 2004
Prediction Systems 1986 - 1992
Skills
Virtualization, Technical Architecture, Distributed Systems, SDLC, Enterprise Architecture, PaaS, IT Strategy, Business Analysis, Vendor Management, Unix, Trading Systems, Agile Methodologies, SOA, Cloud Computing, Disaster Recovery, Network Architecture, IT Management, Network Engineering, Solution Architecture, Architecture, Solaris, Linux, Enterprise Software, System Architecture, Software Development, Data Center, Integration, Databases, IT Operations, Strategy, Storage, High Availability, ITIL, Software Project..., Data Warehousing, SaaS, Middleware, Business Continuity, Infrastructure, IT Service Management, PMO, Security, Pre-sales, Requirements Analysis, Project Portfolio..., Storage Area Networks, Application Architecture, Websphere, Sybase, Unix Shell Scripting
Education
Stevens Institute of Technology
MS, Computer Science
State University of New York at New Paltz
BS, Computer Science
Hewlett-Packard September 2014 - Present
UBS Wealth Management 2008 - 2014
JP Morgan Chase 2005 - 2008
Citco Fund Services / Emphasis Software Development 2004 - 2005
Sun Microsystems 1992 - 2004
Prediction Systems 1986 - 1992
Skills
Virtualization, Technical Architecture, Distributed Systems, SDLC, Enterprise Architecture, PaaS, IT Strategy, Business Analysis, Vendor Management, Unix, Trading Systems, Agile Methodologies, SOA, Cloud Computing, Disaster Recovery, Network Architecture, IT Management, Network Engineering, Solution Architecture, Architecture, Solaris, Linux, Enterprise Software, System Architecture, Software Development, Data Center, Integration, Databases, IT Operations, Strategy, Storage, High Availability, ITIL, Software Project..., Data Warehousing, SaaS, Middleware, Business Continuity, Infrastructure, IT Service Management, PMO, Security, Pre-sales, Requirements Analysis, Project Portfolio..., Storage Area Networks, Application Architecture, Websphere, Sybase, Unix Shell Scripting
Education
Stevens Institute of Technology
MS, Computer Science
State University of New York at New Paltz
BS, Computer Science
Max Ringelheim Max Ringelheim's UBS Wealth Management Experience June 2010 - August 2010
Job SDR at ListenLoop
Industry Internet
Experience
ListenLoop February 2015 - Present
Vonvo.com August 2011 - January 2015
UBS Wealth Management June 2010 - August 2010
University Green Transportation February 2009 - May 2010
Sands Beach Club May 2007 - August 2007
Skills
Entrepreneurship, Sales Operations, Customer Satisfaction, Critical Thinking, Financial Statement..., Business Development, Business Strategy, Idea Generation, Networking, Team Leadership, Operations Management, Charismatic Leadership, Social Media Marketing, Social Media..., Website Development, Conflict Resolution, Diplomacy, Investor Relations, Strategy, Start-ups, Product Development, Venture Capital, Strategic Partnerships, Social Media
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
ListenLoop February 2015 - Present
Vonvo.com August 2011 - January 2015
UBS Wealth Management June 2010 - August 2010
University Green Transportation February 2009 - May 2010
Sands Beach Club May 2007 - August 2007
Skills
Entrepreneurship, Sales Operations, Customer Satisfaction, Critical Thinking, Financial Statement..., Business Development, Business Strategy, Idea Generation, Networking, Team Leadership, Operations Management, Charismatic Leadership, Social Media Marketing, Social Media..., Website Development, Conflict Resolution, Diplomacy, Investor Relations, Strategy, Start-ups, Product Development, Venture Capital, Strategic Partnerships, Social Media
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Michael Bain's UBS Wealth Management Experience July 2011 - September 2011
Job Junior Trader (Trade Desk Liaison) at Questrade
Industry Financial Services
Experience
Questrade September 2014 - Present
Questrade June 2013 - September 2014
Questrade July 2012 - June 2013
Questrade November 2011 - July 2012
UBS Wealth Management July 2011 - September 2011
Everest Capital August 2010 - February 2011
Credit Agricole (Suisse) SA June 2009 - August 2009
Education
Stetson University 2006 — 2010
Bachelor's Degree, Finance, Business Law
CFA Institute
CFA Level II Candidate
Questrade September 2014 - Present
Questrade June 2013 - September 2014
Questrade July 2012 - June 2013
Questrade November 2011 - July 2012
UBS Wealth Management July 2011 - September 2011
Everest Capital August 2010 - February 2011
Credit Agricole (Suisse) SA June 2009 - August 2009
Education
Stetson University 2006 — 2010
Bachelor's Degree, Finance, Business Law
CFA Institute
CFA Level II Candidate
Julia Purcell's UBS Wealth Management Experience July 2013 - September 2013
Job Student at Stanford University
Industry Management Consulting
Experience
L.E.K. Consulting June 2014 - August 2014
UBS Wealth Management July 2013 - September 2013
Stanford University June 2012 - August 2012
Teens In Public Service June 2011 - August 2011
Skills
Stata, Economics, Financial Modeling, Qualitative Research, Microsoft Excel
Education
Stanford University 2011 — 2015
Bachelor's Degree, Economics
Lakeside School 2008 — 2011
L.E.K. Consulting June 2014 - August 2014
UBS Wealth Management July 2013 - September 2013
Stanford University June 2012 - August 2012
Teens In Public Service June 2011 - August 2011
Skills
Stata, Economics, Financial Modeling, Qualitative Research, Microsoft Excel
Education
Stanford University 2011 — 2015
Bachelor's Degree, Economics
Lakeside School 2008 — 2011
Ira Utay Ira Utay's UBS Wealth Management Experience July 2005 - March 2008
Job Lead Business Development Advisor at USAA IMCO
Industry Financial Services
Experience
USAA Investment Management Company February 2015 - Present
USAA Wealth Management July 2013 - February 2015
USAA August 2012 - June 2013
USAA Wealth Management August 2010 - August 2012
USAA Wealth Management November 2009 - August 2010
Bank of America March 2008 - November 2009
UBS Wealth Management July 2005 - March 2008
Skills
Mutual Funds, Wealth Management, Finance, Series 7
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2001 — 2005
BS, Sociology
USAA Investment Management Company February 2015 - Present
USAA Wealth Management July 2013 - February 2015
USAA August 2012 - June 2013
USAA Wealth Management August 2010 - August 2012
USAA Wealth Management November 2009 - August 2010
Bank of America March 2008 - November 2009
UBS Wealth Management July 2005 - March 2008
Skills
Mutual Funds, Wealth Management, Finance, Series 7
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2001 — 2005
BS, Sociology
Mallory Brito Mallory Brito's UBS Wealth Management Experience May 2008 - August 2008
Job MBA Merchandising Intern, Menswear
Industry Apparel & Fashion
Experience
Southern Methodist University August 2014 - Present
Michael Kors June 2015 - August 2015
Neiman Marcus April 2012 - August 2014
BeautiControl April 2011 - April 2012
Anthropologie June 2009 - April 2011
UBS Wealth Management May 2008 - August 2008
Skills
Excel, PowerPoint, Word, Financial Analysis, Budgeting, Access, Banking, Budgets, Sales, Auditing, Microsoft Excel, Social Networking, Event Planning, Microsoft Word, Finance, Market Research
Education
The University of Kansas 2005 — 2009
BS, Finance
Southern Methodist University
Southern Methodist University August 2014 - Present
Michael Kors June 2015 - August 2015
Neiman Marcus April 2012 - August 2014
BeautiControl April 2011 - April 2012
Anthropologie June 2009 - April 2011
UBS Wealth Management May 2008 - August 2008
Skills
Excel, PowerPoint, Word, Financial Analysis, Budgeting, Access, Banking, Budgets, Sales, Auditing, Microsoft Excel, Social Networking, Event Planning, Microsoft Word, Finance, Market Research
Education
The University of Kansas 2005 — 2009
BS, Finance
Southern Methodist University
Brian Cummiskey's UBS Wealth Management Experience June 2012 - Present
Job Summer Intern at UBS Wealth Management
Industry Accounting
Experience
UBS Wealth Management June 2012 - Present
Southern Methodist University January 2010 - Present
TracyLocke June 2011 - August 2011
Education
Southern Methodist University - Cox School of Business 2009 — 2013
St. Mark's School of Texas 2005 — 2009
UBS Wealth Management June 2012 - Present
Southern Methodist University January 2010 - Present
TracyLocke June 2011 - August 2011
Education
Southern Methodist University - Cox School of Business 2009 — 2013
St. Mark's School of Texas 2005 — 2009
Thomas Rakus Thomas Rakus's UBS Wealth Management Experience June 2011 - August 2011
Job Student Naval Aviator at US Navy
Industry Military
Experience
US Navy May 2014 - Present
US Navy January 2014 - April 2014
UBS August 2012 - January 2014
UBS Wealth Management June 2011 - August 2011
Township of Pequannock June 2009 - August 2009
Skills
VBA, Six Sigma Yellow Belt, Visio, Data Analysis, Financial Modeling, Business Analysis, Access, Six Sigma, Program Management, Analysis
Education
Stevens Institute of Technology 2009 — 2012
B.S., Business Technology, 3.7/4.0
Pequannock Township High School 2004 — 2008
US Navy May 2014 - Present
US Navy January 2014 - April 2014
UBS August 2012 - January 2014
UBS Wealth Management June 2011 - August 2011
Township of Pequannock June 2009 - August 2009
Skills
VBA, Six Sigma Yellow Belt, Visio, Data Analysis, Financial Modeling, Business Analysis, Access, Six Sigma, Program Management, Analysis
Education
Stevens Institute of Technology 2009 — 2012
B.S., Business Technology, 3.7/4.0
Pequannock Township High School 2004 — 2008
Kathleen McNamara, CFA, CFP Kathleen McNamara, CFA, CFP's UBS Wealth Management Experience January 2008 - Present
Job Executive Director, Sr. Municipal Bond Strategist at UBS
Industry Research
Experience
UBS Wealth Management January 2008 - Present
UBS Wealth Management January 2006 - December 2007
UBS Wealth Management January 2003 - December 2005
UBS Wealth Management January 1996 - December 2002
UBS Wealth Management (formerly Paine Webber) May 1993 - December 1996
Lehman Brothers October 1987 - May 1993
Skills
Portfolio Management, Fixed Income Strategies, Securities, Bonds, Personal Financial..., Fixed Income Analysis, Investments, Series 7, Municipal Bonds, Equity Research, Investment Strategies, Bloomberg, Series 63, Series 24, Wealth Management, FINRA, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
UBS Wealth Management January 2008 - Present
UBS Wealth Management January 2006 - December 2007
UBS Wealth Management January 2003 - December 2005
UBS Wealth Management January 1996 - December 2002
UBS Wealth Management (formerly Paine Webber) May 1993 - December 1996
Lehman Brothers October 1987 - May 1993
Skills
Portfolio Management, Fixed Income Strategies, Securities, Bonds, Personal Financial..., Fixed Income Analysis, Investments, Series 7, Municipal Bonds, Equity Research, Investment Strategies, Bloomberg, Series 63, Series 24, Wealth Management, FINRA, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
Brian Bernhard Brian Bernhard's UBS Wealth Management Experience May 2005 - October 2006
Job
Industry Information Technology and Services
Experience
Dell April 2009 - Present
Dell October 2006 - April 2009
Compass Certified Consulting Inc September 2003 - December 2007
UBS 2006 - 2007
UBS Wealth Management May 2005 - October 2006
ASCAP January 2004 - May 2005
PMR Consulting April 2002 - February 2005
Enherent December 1999 - March 2002
Siemens Information Systems Limited May 1997 - December 1999
IBM Global Services 1983 - 1995
Skills
Vendor Management, Program Management, PMP, Project Management, Project Portfolio..., PMO, Business Analysis, Business Process..., Change Management, Process Improvement, Software Project..., Integration, MS Project, Project Planning, Visio, ITIL v3 Foundations..., IT Strategy, Data Center, Management, Outsourcing, ITIL, IT Service Management, SDLC, Cross-functional Team..., Enterprise Architecture, Service Delivery, Project Delivery, IT Outsourcing, IT Operations, Leadership, IT Management, Disaster Recovery, Service Management, Resource Management, Business Process
Education
State University of New York Maritime College 1978 — 1982
BS
Dell April 2009 - Present
Dell October 2006 - April 2009
Compass Certified Consulting Inc September 2003 - December 2007
UBS 2006 - 2007
UBS Wealth Management May 2005 - October 2006
ASCAP January 2004 - May 2005
PMR Consulting April 2002 - February 2005
Enherent December 1999 - March 2002
Siemens Information Systems Limited May 1997 - December 1999
IBM Global Services 1983 - 1995
Skills
Vendor Management, Program Management, PMP, Project Management, Project Portfolio..., PMO, Business Analysis, Business Process..., Change Management, Process Improvement, Software Project..., Integration, MS Project, Project Planning, Visio, ITIL v3 Foundations..., IT Strategy, Data Center, Management, Outsourcing, ITIL, IT Service Management, SDLC, Cross-functional Team..., Enterprise Architecture, Service Delivery, Project Delivery, IT Outsourcing, IT Operations, Leadership, IT Management, Disaster Recovery, Service Management, Resource Management, Business Process
Education
State University of New York Maritime College 1978 — 1982
BS
Jay W. Berman's UBS Wealth Management Experience September 1997 - March 2007
Job Financial Advisor, RBC Wealth Management member FINRA/SIPC
Industry Financial Services
Experience
RBC Wealth Management July 2015 - Present
PNC Investments (Unofficial) January 2015 - July 2015
Securities America, Inc. Member FINRA/SIPC January 2014 - August 2014
Professional Benefits March 2007 - August 2014
campaign 2008 - 2008
UBS Wealth Management September 1997 - March 2007
Education
University of Florida 1980 — 1983
Bachelor of Science (BS), Marketing
State College of Florida-Manatee-Sarasota 1980 — 1981
Associate of Arts (A.A.), Business Administration and Management, General
RBC Wealth Management July 2015 - Present
PNC Investments (Unofficial) January 2015 - July 2015
Securities America, Inc. Member FINRA/SIPC January 2014 - August 2014
Professional Benefits March 2007 - August 2014
campaign 2008 - 2008
UBS Wealth Management September 1997 - March 2007
Education
University of Florida 1980 — 1983
Bachelor of Science (BS), Marketing
State College of Florida-Manatee-Sarasota 1980 — 1981
Associate of Arts (A.A.), Business Administration and Management, General
Mary Wang Mary Wang's UBS Wealth Management Experience January 2012 - June 2012
Job Associate
Industry Financial Services
Experience
Situs January 2014 - Present
Antheus Capital July 2011 - July 2013
UBS Wealth Management January 2012 - June 2012
Skills
Investments, Portfolio Management, Private Equity, Financial Modeling, Due Diligence, Market Research, Hedge Funds, Analysis, Finance, Accounting, Microsoft Excel, Restructuring, Corporate Finance, Valuation, Financial Analysis, Equities
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Illinois Mathematics and Science Academy 2004 — 2008
Situs January 2014 - Present
Antheus Capital July 2011 - July 2013
UBS Wealth Management January 2012 - June 2012
Skills
Investments, Portfolio Management, Private Equity, Financial Modeling, Due Diligence, Market Research, Hedge Funds, Analysis, Finance, Accounting, Microsoft Excel, Restructuring, Corporate Finance, Valuation, Financial Analysis, Equities
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Illinois Mathematics and Science Academy 2004 — 2008
Nicholas Stevens Nicholas Stevens's UBS Wealth Management Experience March 2006 - April 2007
Job Senior Client Financial Analyst
Industry Financial Services
Experience
Ogilvy & Mather October 2011 - Present
Credit Suisse April 2011 - September 2011
Coach September 2010 - March 2011
Macquarie Group December 2009 - August 2010
D.B. Zwirn & Co. February 2008 - June 2009
ColumbusNova 2007 - 2008
UBS Wealth Management March 2006 - April 2007
Neuberger Berman February 2004 - March 2006
Falconer Studio July 2002 - January 2004
NYPIRG 2001 - 2002
Skills
Microsoft Excel, Valuation, Portfolio Management, Accounting, Management, Investments, Bloomberg, Finance, Budgets, Strategy, Auditing, Analysis, Equities, Banking, Investment Banking
Education
SUNY New Paltz 2001 — 2003
Bachelor of Arts (B.A.), Sociology
Ogilvy & Mather October 2011 - Present
Credit Suisse April 2011 - September 2011
Coach September 2010 - March 2011
Macquarie Group December 2009 - August 2010
D.B. Zwirn & Co. February 2008 - June 2009
ColumbusNova 2007 - 2008
UBS Wealth Management March 2006 - April 2007
Neuberger Berman February 2004 - March 2006
Falconer Studio July 2002 - January 2004
NYPIRG 2001 - 2002
Skills
Microsoft Excel, Valuation, Portfolio Management, Accounting, Management, Investments, Bloomberg, Finance, Budgets, Strategy, Auditing, Analysis, Equities, Banking, Investment Banking
Education
SUNY New Paltz 2001 — 2003
Bachelor of Arts (B.A.), Sociology
Jared Criscuolo's UBS Wealth Management Experience January 2006 - January 2008
Job President @RisingTidePartners
Industry Marketing and Advertising
Experience
Encina Wastewater Authority January 2013 - Present
Antengo 2012 - Present
Rising Tide Partners November 2011 - Present
Equinox Center 2008 - Present
Below The Surface June 2009 - September 2013
self employed - capital markets December 2008 - December 2010
SolarCity October 2009 - August 2010
Surfrider Foundation 2008 - 2010
Morgan Stanley January 2008 - August 2008
UBS Wealth Management January 2006 - January 2008
Skills
Non-profits, Program Management, Fundraising, Sustainability, Policy, Leadership, Grants, Nonprofits, Community Outreach, Organizational..., Program Development, Strategic Planning, Environmental Awareness, Business Development, Entrepreneurship, Marketing, Research, Management, Strategy, Public Speaking
Education
St. Lawrence University 1999 — 2003
Bachelor of Arts, Government
Encina Wastewater Authority January 2013 - Present
Antengo 2012 - Present
Rising Tide Partners November 2011 - Present
Equinox Center 2008 - Present
Below The Surface June 2009 - September 2013
self employed - capital markets December 2008 - December 2010
SolarCity October 2009 - August 2010
Surfrider Foundation 2008 - 2010
Morgan Stanley January 2008 - August 2008
UBS Wealth Management January 2006 - January 2008
Skills
Non-profits, Program Management, Fundraising, Sustainability, Policy, Leadership, Grants, Nonprofits, Community Outreach, Organizational..., Program Development, Strategic Planning, Environmental Awareness, Business Development, Entrepreneurship, Marketing, Research, Management, Strategy, Public Speaking
Education
St. Lawrence University 1999 — 2003
Bachelor of Arts, Government
Kelly E. Ryan's UBS Wealth Management Experience January 2004 - May 2004
Job Senior Auditor at AT&T
Industry Telecommunications
Experience
AT&T August 2011 - Present
Verizon May 2009 - August 2011
Centex Homes May 2006 - April 2009
Concentra October 2004 - April 2006
UBS Wealth Management January 2004 - May 2004
Skills
Accounting, Auditing, Process Improvement, Internal Audit, Management, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Finance, Microsoft Excel, Internal Controls, Access, Marketing, Financial Reporting
Education
Southern Methodist University 2000 — 2004
BBA/BA, Finance/Spanish
AT&T August 2011 - Present
Verizon May 2009 - August 2011
Centex Homes May 2006 - April 2009
Concentra October 2004 - April 2006
UBS Wealth Management January 2004 - May 2004
Skills
Accounting, Auditing, Process Improvement, Internal Audit, Management, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Finance, Microsoft Excel, Internal Controls, Access, Marketing, Financial Reporting
Education
Southern Methodist University 2000 — 2004
BBA/BA, Finance/Spanish
Antonio David Antonio David's UBS Wealth Management Experience April 2008 - August 2008
Job Magento Developer
Industry Information Technology and Services
Experience
NVNCBL July 2013 - Present
Redstage November 2008 - July 2013
UBS Wealth Management April 2008 - August 2008
Ultra Logistics July 2006 - May 2008
Skills
AJAX, CSS, PHP, JavaScript, jQuery, JSON, Apache, MySQL, XML, OOP, HTML, Magento, Web Services API, MVC, WordPress, Databases, Web Applications, HTML 5, Visual Basic, Subversion, Java Enterprise Edition, Web Services, Web Development, Linux, SQL, Mobile Applications, E-commerce
Education
Stevens Institute of Technology 2005 — 2009
B.S., Business & Technology
NVNCBL July 2013 - Present
Redstage November 2008 - July 2013
UBS Wealth Management April 2008 - August 2008
Ultra Logistics July 2006 - May 2008
Skills
AJAX, CSS, PHP, JavaScript, jQuery, JSON, Apache, MySQL, XML, OOP, HTML, Magento, Web Services API, MVC, WordPress, Databases, Web Applications, HTML 5, Visual Basic, Subversion, Java Enterprise Edition, Web Services, Web Development, Linux, SQL, Mobile Applications, E-commerce
Education
Stevens Institute of Technology 2005 — 2009
B.S., Business & Technology
John Nicholas Diana, M.B.A. John Nicholas Diana, M.B.A.'s UBS Wealth Management Experience September 2012 - Present
Job Experienced Finance Executive
Industry Financial Services
Experience
UBS Wealth Management September 2012 - Present
UBS Wealth Management March 2012 - September 2012
UBS April 2011 - March 2012
UBS January 2009 - April 2011
UBS January 2007 - December 2008
UBS January 2006 - December 2007
UBS January 2000 - December 2005
PaineWebber June 1985 - December 1999
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Equities, Fixed Income, Financial Reporting, Due Diligence, Leadership, Analysis, Banking, Hedge Funds, Cash Management, Private Equity, Financial Services, Asset Management, Strategy, Corporate Finance, Risk Management, Process Improvement, Finance, Managerial Finance, Investments, Accounting, Internal Controls, Financial Risk, Auditing, Forecasting, Business Analysis
Education
Saint John's University
Master's Business Administration, International Finance
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Accounting
UBS Wealth Management September 2012 - Present
UBS Wealth Management March 2012 - September 2012
UBS April 2011 - March 2012
UBS January 2009 - April 2011
UBS January 2007 - December 2008
UBS January 2006 - December 2007
UBS January 2000 - December 2005
PaineWebber June 1985 - December 1999
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Equities, Fixed Income, Financial Reporting, Due Diligence, Leadership, Analysis, Banking, Hedge Funds, Cash Management, Private Equity, Financial Services, Asset Management, Strategy, Corporate Finance, Risk Management, Process Improvement, Finance, Managerial Finance, Investments, Accounting, Internal Controls, Financial Risk, Auditing, Forecasting, Business Analysis
Education
Saint John's University
Master's Business Administration, International Finance
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Accounting
Frank Silverberg's UBS Wealth Management Experience 2001 - 2004
Job Registered Representative / Customer Service at Development Corporation for Israel
Industry Financial Services
Experience
Development Corporation for Israel June 2010 - Present
Fogel Neale Partners LLC May 2009 - July 2010
Banc of America Investments October 2007 - March 2009
Roundabout Theatre Company 2008 - 2009
Aflac February 2004 - July 2007
Tagger 2004 - 2004
UBS Wealth Management 2001 - 2004
Avant-Garde Textiles and others September 1980 - July 2001
Skills
High Net Worth..., Series 7, Investments, Personal Finance, Securities, Retirement Planning, Customer Service, Wealth Management, Strategic Financial..., Insurance, Trading, Finance, Portfolio Management, Fixed Annuities, Strategy, Mutual Funds, Banking, Management, Estate Planning, Wealth, Equities, Alternative Investments, Asset Allocation, Employee Benefits, FINRA, Sales, Bonds, Series 63, Asset Management, Wealth Management..., New Business Development, Life Insurance, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Long-term Care, Series 65, ETFs, Uniform Combined State..., Investment Management, 401k, IRAs, Financial Planning, Strategic Planning, Risk Management, Recruiting, Sales Management
Education
Saint John's University School of Law 1970 — 1974
New York University - Leonard N. Stern School of Business 1966 — 1971
B.S., Finance, Marketing, Accounting
Development Corporation for Israel June 2010 - Present
Fogel Neale Partners LLC May 2009 - July 2010
Banc of America Investments October 2007 - March 2009
Roundabout Theatre Company 2008 - 2009
Aflac February 2004 - July 2007
Tagger 2004 - 2004
UBS Wealth Management 2001 - 2004
Avant-Garde Textiles and others September 1980 - July 2001
Skills
High Net Worth..., Series 7, Investments, Personal Finance, Securities, Retirement Planning, Customer Service, Wealth Management, Strategic Financial..., Insurance, Trading, Finance, Portfolio Management, Fixed Annuities, Strategy, Mutual Funds, Banking, Management, Estate Planning, Wealth, Equities, Alternative Investments, Asset Allocation, Employee Benefits, FINRA, Sales, Bonds, Series 63, Asset Management, Wealth Management..., New Business Development, Life Insurance, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Long-term Care, Series 65, ETFs, Uniform Combined State..., Investment Management, 401k, IRAs, Financial Planning, Strategic Planning, Risk Management, Recruiting, Sales Management
Education
Saint John's University School of Law 1970 — 1974
New York University - Leonard N. Stern School of Business 1966 — 1971
B.S., Finance, Marketing, Accounting
Brian Zimny's UBS Wealth Management Experience December 2004 - April 2009
Job CERTIFIED FINANCIAL PLANNER at Wheelock Investment Group
Industry Financial Services
Experience
Wheelock Investment Group April 2009 - Present
UBS Wealth Management December 2004 - April 2009
Education
St. Cloud State University 2000 — 2004
B.A., Business Economics, Finance
Jefferson Senior High School 1997 — 2000
Wheelock Investment Group April 2009 - Present
UBS Wealth Management December 2004 - April 2009
Education
St. Cloud State University 2000 — 2004
B.A., Business Economics, Finance
Jefferson Senior High School 1997 — 2000
Kevin Ucker Kevin Ucker's UBS Wealth Management Experience 2000 - 2002
Job Applications Project Manager at Isabella Geriatric Center
Industry Hospital & Health Care
Experience
Isabella Geriatric Center June 2015 - Present
CenterLight Health Care 2013 - June 2015
The Great Atlantic & Pacific Tea Company 2008 - 2013
Hudson Valey Tax Appeals LLC 2007 - 2010
Alitalia Airlines 2004 - 2008
Asset Inventories 2002 - 2004
UBS Wealth Management 2000 - 2002
Skills
Tableau, Microsoft SQL Server, SharePoint..., PowerPivot, Analytics, Process Improvement, Business Intelligence, Project Management, Leadership, SQL, Visio, Python, Business Process..., BusinessObjects, Training, Business Objects, Cross-functional Team..., Access, Microsoft Excel, Data Analysis, Team Leadership, Integration, Strategic Planning, Negotiation, Business Analysis, Management, Merchandising, Analysis, Vendor Management, Procurement, Forecasting, Competitive Analysis, Project Planning, Budgets, Supply Chain, Purchasing, Logistics, Consulting
Education
State University of New York at Buffalo 1995 — 2000
B.S. Business Admin
State University of New York at Buffalo - School of Management 1995 — 2000
Bachelor's Degree
Nyack H.S. 1991 — 1995
High School
Isabella Geriatric Center June 2015 - Present
CenterLight Health Care 2013 - June 2015
The Great Atlantic & Pacific Tea Company 2008 - 2013
Hudson Valey Tax Appeals LLC 2007 - 2010
Alitalia Airlines 2004 - 2008
Asset Inventories 2002 - 2004
UBS Wealth Management 2000 - 2002
Skills
Tableau, Microsoft SQL Server, SharePoint..., PowerPivot, Analytics, Process Improvement, Business Intelligence, Project Management, Leadership, SQL, Visio, Python, Business Process..., BusinessObjects, Training, Business Objects, Cross-functional Team..., Access, Microsoft Excel, Data Analysis, Team Leadership, Integration, Strategic Planning, Negotiation, Business Analysis, Management, Merchandising, Analysis, Vendor Management, Procurement, Forecasting, Competitive Analysis, Project Planning, Budgets, Supply Chain, Purchasing, Logistics, Consulting
Education
State University of New York at Buffalo 1995 — 2000
B.S. Business Admin
State University of New York at Buffalo - School of Management 1995 — 2000
Bachelor's Degree
Nyack H.S. 1991 — 1995
High School
Gil Baumgarten's UBS Wealth Management Experience February 2000 - October 2010
Job President, Chief Investment Officer, Segment Wealth Management
Industry Financial Services
Experience
Segment Wealth Management October 2010 - Present
UBS Wealth Management February 2000 - October 2010
Morgan Stanley Smith Barney 1985 - 2000
Skills
Asset Management, Alternative Investments, Asset Allocation, ETFs, Financial Advisory, Investment Strategies, Portfolio Management, Wealth Management, Wealth Management..., Bloomberg, Securities, Finance, Investment Management, Investment Advisory, Investments, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Equities, Retirement Planning
Education
Stephen F. Austin State University 1979 — 1982
BBA, Economics
Lamar High School Houston 1976 — 1978
Segment Wealth Management October 2010 - Present
UBS Wealth Management February 2000 - October 2010
Morgan Stanley Smith Barney 1985 - 2000
Skills
Asset Management, Alternative Investments, Asset Allocation, ETFs, Financial Advisory, Investment Strategies, Portfolio Management, Wealth Management, Wealth Management..., Bloomberg, Securities, Finance, Investment Management, Investment Advisory, Investments, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Equities, Retirement Planning
Education
Stephen F. Austin State University 1979 — 1982
BBA, Economics
Lamar High School Houston 1976 — 1978
Libby Myers's UBS Wealth Management Experience November 2014 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2015 - Present
UBS Wealth Management November 2014 - Present
Credit Suisse January 2014 - November 2014
Moody's Analytics July 2013 - January 2014
Moody's Analytics November 2011 - June 2013
Skills
Series 7, Sales Operations, Sales
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Political Science
Staples High School 2004 — 2007
OppenheimerFunds May 2015 - Present
UBS Wealth Management November 2014 - Present
Credit Suisse January 2014 - November 2014
Moody's Analytics July 2013 - January 2014
Moody's Analytics November 2011 - June 2013
Skills
Series 7, Sales Operations, Sales
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Political Science
Staples High School 2004 — 2007
Andrea Wenglowskyj Andrea Wenglowskyj's UBS Wealth Management Experience June 2007 - December 2009
Job Kind Aesthetic, Creative Agency
Industry Fine Art
Experience
Kind Aesthetic 2012 - Present
(3-art) 2010 - Present
Visual Artist January 2000 - Present
Arts Gowanus 2014 - Present
SUPERFRONT March 2012 - October 2012
Fulbright U.S. Student Program January 2011 - December 2011
Storefront for Art and Architecture January 2010 - January 2011
UBS Wealth Management June 2007 - December 2009
Windows Brooklyn May 2008 - July 2009
School of the Museum of Fine Arts Boston 2006 - 2007
Skills
Photoshop, Word, PowerPoint, Excel, Final Cut Pro, Quickbooks, Adobe Creative Suite, Photography, Contemporary Art, Art, Fine Art, Research, Public Speaking, Social Media, Non-profits, Microsoft Office, Consulting, Editing, Image Editing, Translation, French, Ukrainian, Event Planning, Event Photography, Communication, Community Outreach, Art Exhibitions, Curating, Museums, Nonprofits, Microsoft Excel
Education
School of the Museum of Fine Arts 2004 — 2007
MFA, Fine Art, concentration in Photography
Tufts University 2004 — 2007
Master of Fine Arts (MFA), Photography
State University of New York at New Paltz 1997 — 2002
BFA/BA, Photography/French
Kind Aesthetic 2012 - Present
(3-art) 2010 - Present
Visual Artist January 2000 - Present
Arts Gowanus 2014 - Present
SUPERFRONT March 2012 - October 2012
Fulbright U.S. Student Program January 2011 - December 2011
Storefront for Art and Architecture January 2010 - January 2011
UBS Wealth Management June 2007 - December 2009
Windows Brooklyn May 2008 - July 2009
School of the Museum of Fine Arts Boston 2006 - 2007
Skills
Photoshop, Word, PowerPoint, Excel, Final Cut Pro, Quickbooks, Adobe Creative Suite, Photography, Contemporary Art, Art, Fine Art, Research, Public Speaking, Social Media, Non-profits, Microsoft Office, Consulting, Editing, Image Editing, Translation, French, Ukrainian, Event Planning, Event Photography, Communication, Community Outreach, Art Exhibitions, Curating, Museums, Nonprofits, Microsoft Excel
Education
School of the Museum of Fine Arts 2004 — 2007
MFA, Fine Art, concentration in Photography
Tufts University 2004 — 2007
Master of Fine Arts (MFA), Photography
State University of New York at New Paltz 1997 — 2002
BFA/BA, Photography/French
Bhavin Tailor Bhavin Tailor's UBS Wealth Management Experience July 2007 - Present
Job Mainframe Network Engineer at UBS wealth management
Industry Computer Networking
Experience
UBS wealth management July 2007 - Present
Marsh & McLennan Companies, Inc. May 2006 - June 2007
Skills
Unix, SDLC, Visio, SQL, Business Analysis, Integration, ITIL, Java, SharePoint, Vendor Management, Microsoft SQL Server, Project Management, Requirements Analysis, Microsoft Office, Process Improvement
Education
Stevens Institute of Technology 2002 — 2007
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
UBS wealth management July 2007 - Present
Marsh & McLennan Companies, Inc. May 2006 - June 2007
Skills
Unix, SDLC, Visio, SQL, Business Analysis, Integration, ITIL, Java, SharePoint, Vendor Management, Microsoft SQL Server, Project Management, Requirements Analysis, Microsoft Office, Process Improvement
Education
Stevens Institute of Technology 2002 — 2007
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Andrea Dragoni Andrea Dragoni's UBS Wealth Management Experience 2015 - Present
Job Business Analyst in Group Technology at UBS
Industry Financial Services
Experience
UBS Wealth Management 2015 - Present
Stevens Institute of Technology 2011 - 2015
Comcast May 2013 - August 2013
Skills
Microsoft Word,..., Budgets, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Public Speaking, Leadership, Program Management
Education
Stevens Institute of Technology 2011 — 2015
UBS Wealth Management 2015 - Present
Stevens Institute of Technology 2011 - 2015
Comcast May 2013 - August 2013
Skills
Microsoft Word,..., Budgets, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Public Speaking, Leadership, Program Management
Education
Stevens Institute of Technology 2011 — 2015
Michael Torre's UBS Wealth Management Experience June 2001 - August 2009
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2009 - Present
UBS Wealth Management June 2001 - August 2009
Merrill Lynch February 1998 - May 2001
Skills
Investments, Financial Advisory, Wealth Management..., Microsoft Office,..., Risk Management..., Insurance, Alternative Investments, Asset Allocation, Financial Planning, Securities, Series 63, Series 7, Wealth Management, Investment Strategies
Education
St. Francis College 1986 — 1991
Bachelor of Science (BS), Accounting
Oppenheimer & Co. Inc. September 2009 - Present
UBS Wealth Management June 2001 - August 2009
Merrill Lynch February 1998 - May 2001
Skills
Investments, Financial Advisory, Wealth Management..., Microsoft Office,..., Risk Management..., Insurance, Alternative Investments, Asset Allocation, Financial Planning, Securities, Series 63, Series 7, Wealth Management, Investment Strategies
Education
St. Francis College 1986 — 1991
Bachelor of Science (BS), Accounting
Lionel Joseph's UBS Wealth Management Experience November 2009 - Present
Job Vice President for TriState Janitorial Services, LLC
Industry Facilities Services
Experience
Tri-State Janitorial Services, LLC February 2015 - Present
Tangipahoa Parish School System November 2012 - Present
UBS Wealth Management November 2009 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Microsoft Word, Research, Management, Project Management, Training, Outlook, Team Leadership, Windows, Access, Public Speaking, Analysis, Software Documentation, Teamwork, Leadership, Process Improvement, Strategic Planning, Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1999 — 2004
Bachelor of Science (B.S.), Biology, General
Independence High School 1995 — 1999
High School Diploma
Tri-State Janitorial Services, LLC February 2015 - Present
Tangipahoa Parish School System November 2012 - Present
UBS Wealth Management November 2009 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Microsoft Word, Research, Management, Project Management, Training, Outlook, Team Leadership, Windows, Access, Public Speaking, Analysis, Software Documentation, Teamwork, Leadership, Process Improvement, Strategic Planning, Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1999 — 2004
Bachelor of Science (B.S.), Biology, General
Independence High School 1995 — 1999
High School Diploma
Diran Aslanian Diran Aslanian's UBS Wealth Management Experience June 2011 - August 2011
Job Transaction Service Analyst at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
UBS Wealth Management June 2011 - August 2011
Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Management, Bloomberg Terminal, Microsoft Office, Visio, Business Objects
Education
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance and Marketing Concentrations
Citi August 2012 - Present
UBS Wealth Management June 2011 - August 2011
Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Management, Bloomberg Terminal, Microsoft Office, Visio, Business Objects
Education
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Finance and Marketing Concentrations
Karen Haid Karen Haid's UBS Wealth Management Experience October 2004 - June 2006
Job Senior Registered Client Associate at Meinrod & Leeper of Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
UBS Wealth Management October 2004 - June 2006
A.G. Edwards 1998 - 2004
Barnett Bank Of Jacksonville 1996 - 2004
US Navy June 1988 - June 1995
Skills
Proficient in Microsoft...
Education
Southern New Hampshire University 1990 — 1993
Bachelor's Degree, Business w/Concentration in Human Resource Management
Raymond James June 2006 - Present
UBS Wealth Management October 2004 - June 2006
A.G. Edwards 1998 - 2004
Barnett Bank Of Jacksonville 1996 - 2004
US Navy June 1988 - June 1995
Skills
Proficient in Microsoft...
Education
Southern New Hampshire University 1990 — 1993
Bachelor's Degree, Business w/Concentration in Human Resource Management
Thomas Magluilo's UBS Wealth Management Experience June 1993 - February 2006
Job Strategic Business Analyst
Industry Financial Services
Experience
TGM Consulting LLC March 2012 - Present
IBM Global Business Services September 2013 - March 2015
Geller & Company February 2009 - March 2012
TGM Consulting LLC June 2008 - February 2009
Morgan Stanley March 2006 - February 2008
UBS Wealth Management June 1993 - February 2006
Skills
CRM, PMO, Wealth Management, Software Development..., Business Analysis, Project Management, Vendor Management, Vendor Contracts, Strategy, Financial Services, SDLC, Financial Analysis, Management, Management Consulting, Governance, Process Improvement, Business Process..., Leadership, Analysis, Finance, Project Portfolio...
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
MBA, Finance
TGM Consulting LLC March 2012 - Present
IBM Global Business Services September 2013 - March 2015
Geller & Company February 2009 - March 2012
TGM Consulting LLC June 2008 - February 2009
Morgan Stanley March 2006 - February 2008
UBS Wealth Management June 1993 - February 2006
Skills
CRM, PMO, Wealth Management, Software Development..., Business Analysis, Project Management, Vendor Management, Vendor Contracts, Strategy, Financial Services, SDLC, Financial Analysis, Management, Management Consulting, Governance, Process Improvement, Business Process..., Leadership, Analysis, Finance, Project Portfolio...
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
MBA, Finance
Benjamin Fortner Benjamin Fortner's UBS Wealth Management Experience May 2008 - August 2008
Job Juris Doctor– Admitted to the Bar, November 2013
Industry Law Practice
Experience
alliantgroup February 2014 - Present
Federal Trade Commission September 2012 - January 2013
McDermott International Inc. July 2012 - August 2012
Cameron May 2012 - July 2012
193rd Judicial District Court July 2011 - August 2011
Law Office of Philip Maxwell October 2008 - May 2009
UBS Wealth Management May 2008 - August 2008
Skills
Litigation, Trials, Courts, Bankruptcy, Corporate Law, Legal Writing, Legal Research, Oil & Gas Industry, Real Estate Transactions, Business Transactions, Motions, Westlaw
Education
Southern Methodist University Dedman School of Law 2010 — 2013
Juris Doctor, Business, Corporate, Bankruptcy, Real Estate, Oil & Gas Law
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
alliantgroup February 2014 - Present
Federal Trade Commission September 2012 - January 2013
McDermott International Inc. July 2012 - August 2012
Cameron May 2012 - July 2012
193rd Judicial District Court July 2011 - August 2011
Law Office of Philip Maxwell October 2008 - May 2009
UBS Wealth Management May 2008 - August 2008
Skills
Litigation, Trials, Courts, Bankruptcy, Corporate Law, Legal Writing, Legal Research, Oil & Gas Industry, Real Estate Transactions, Business Transactions, Motions, Westlaw
Education
Southern Methodist University Dedman School of Law 2010 — 2013
Juris Doctor, Business, Corporate, Bankruptcy, Real Estate, Oil & Gas Law
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
Paul Loya's UBS Wealth Management Experience July 2014 - August 2014
Job Student
Industry
Experience
UBS Wealth Management July 2014 - August 2014
Skills
Microsoft Office
Education
Southern Methodist University 2013 — 2017
UBS Wealth Management July 2014 - August 2014
Skills
Microsoft Office
Education
Southern Methodist University 2013 — 2017
Janet (Calhoun) Almanza Janet (Calhoun) Almanza's UBS Wealth Management Experience May 2005 - June 2007
Job Director at TNTP
Industry Education Management
Experience
TNTP June 2011 - Present
American Express June 2010 - August 2010
Japan Exchange and Teaching Program(me) (JET) July 2007 - July 2009
UBS Wealth Management May 2005 - June 2007
Skills
Financial Modeling, Forecasting, Financial Reporting, Microsoft Excel, Financial Analysis, Finance, Data Analysis, Leadership, Business Strategy, Strategic Planning, Analysis, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Finance, Social Enterprise
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance, Japanese
TNTP June 2011 - Present
American Express June 2010 - August 2010
Japan Exchange and Teaching Program(me) (JET) July 2007 - July 2009
UBS Wealth Management May 2005 - June 2007
Skills
Financial Modeling, Forecasting, Financial Reporting, Microsoft Excel, Financial Analysis, Finance, Data Analysis, Leadership, Business Strategy, Strategic Planning, Analysis, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Finance, Social Enterprise
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance, Japanese
Mark Marion's UBS Wealth Management Experience May 2005 - August 2005
Job Inside Sales Manager, Marketing Specialists at LivingSocial
Industry Marketing and Advertising
Experience
LivingSocial January 2014 - Present
LivingSocial April 2013 - December 2013
LivingSocial August 2012 - March 2013
LivingSocial July 2012 - July 2012
LivingSocial January 2012 - July 2012
LivingSocial October 2011 - December 2011
Fox Sports February 2010 - May 2011
The Dallas Morning News September 2010 - December 2010
UBS Wealth Management May 2005 - August 2005
Skills
Salesforce.com, Online Marketing, Online Advertising, Cold Calling, Lead Generation, Client Relationship..., Writing, Conducting Interviews, Excel, Word, Social Media Marketing, Social Media, Microsoft Office, Prospect Research, Inside Sales, Mac OS X, PC, Networking, Social Networking, Selling, Sales Prospecting, Daily Deals, Email Marketing, Mass Email Marketing, Closing Deals, Closing Contracts, Closing Abilities, Consultative Selling..., Value Selling, New Business Development, Microsoft Excel, Microsoft Word, Facebook, Facebook Marketing, Twitter, Direct Sales, Sales Process, Marketing Strategy, Digital Marketing, Digital Direct Marketing, CRM, Deal Closure, Marketing Communications, Advertising Sales, Leadership, Sales, Training, Sales Operations, Recruiting, Management
Education
Southern Methodist University 2005 — 2010
Bachelor's degree, Broadcast Journalism
University of Oxford 2009 — 2009
Certificate of International Studies, International/Global Studies
LivingSocial January 2014 - Present
LivingSocial April 2013 - December 2013
LivingSocial August 2012 - March 2013
LivingSocial July 2012 - July 2012
LivingSocial January 2012 - July 2012
LivingSocial October 2011 - December 2011
Fox Sports February 2010 - May 2011
The Dallas Morning News September 2010 - December 2010
UBS Wealth Management May 2005 - August 2005
Skills
Salesforce.com, Online Marketing, Online Advertising, Cold Calling, Lead Generation, Client Relationship..., Writing, Conducting Interviews, Excel, Word, Social Media Marketing, Social Media, Microsoft Office, Prospect Research, Inside Sales, Mac OS X, PC, Networking, Social Networking, Selling, Sales Prospecting, Daily Deals, Email Marketing, Mass Email Marketing, Closing Deals, Closing Contracts, Closing Abilities, Consultative Selling..., Value Selling, New Business Development, Microsoft Excel, Microsoft Word, Facebook, Facebook Marketing, Twitter, Direct Sales, Sales Process, Marketing Strategy, Digital Marketing, Digital Direct Marketing, CRM, Deal Closure, Marketing Communications, Advertising Sales, Leadership, Sales, Training, Sales Operations, Recruiting, Management
Education
Southern Methodist University 2005 — 2010
Bachelor's degree, Broadcast Journalism
University of Oxford 2009 — 2009
Certificate of International Studies, International/Global Studies
Joshua Hoffman's UBS Wealth Management Experience May 2010 - July 2010
Job Advertising Sales Representative at The New York Times
Industry Marketing and Advertising
Experience
The New York Times July 2012 - Present
Bayard Advertising January 2012 - July 2012
Likeable Media September 2011 - January 2012
UBS Wealth Management May 2010 - July 2010
UBS Wealth Management May 2008 - August 2008
Skills
Social Media, Advertising, Leadership, Sales, Strategy, Digital Media, Analytics, Advertising Sales, Research, New Business Development
Education
State University of New York at Buffalo - School of Management 2007 — 2011
The New York Times July 2012 - Present
Bayard Advertising January 2012 - July 2012
Likeable Media September 2011 - January 2012
UBS Wealth Management May 2010 - July 2010
UBS Wealth Management May 2008 - August 2008
Skills
Social Media, Advertising, Leadership, Sales, Strategy, Digital Media, Analytics, Advertising Sales, Research, New Business Development
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Tina Licari's UBS Wealth Management Experience July 2001 - January 2004
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2004 - Present
UBS Wealth Management July 2001 - January 2004
St. Luke's Hospital Duluth MN May 1999 - July 2001
SMDC March 1996 - August 1998
Skills
Retirement Planning, Retirement Income..., Series 66, Saving for Education, Series 7, Wealth Management, Asset Allocation, Retirement, Financial Planning, Wealth Preservation..., 401k Rollovers, Investment Advisory, Charitable Giving, IRA's, Annuities, Estate Planning, Strategic Financial..., Series 63, Finance, Financial Advisory, Financial Planners, Long-term Care, Portfolio Management, Investments, Series 65, 401k, Insurance, Wealth
Education
University of St. Francis 2000 — 2009
Masters Degree, Healthcare Administration
Saint Cloud State University - G.R. Herberger College of Business 1980 — 1983
Bachelor of Science, Exercise Physiology
Merrill Lynch January 2004 - Present
UBS Wealth Management July 2001 - January 2004
St. Luke's Hospital Duluth MN May 1999 - July 2001
SMDC March 1996 - August 1998
Skills
Retirement Planning, Retirement Income..., Series 66, Saving for Education, Series 7, Wealth Management, Asset Allocation, Retirement, Financial Planning, Wealth Preservation..., 401k Rollovers, Investment Advisory, Charitable Giving, IRA's, Annuities, Estate Planning, Strategic Financial..., Series 63, Finance, Financial Advisory, Financial Planners, Long-term Care, Portfolio Management, Investments, Series 65, 401k, Insurance, Wealth
Education
University of St. Francis 2000 — 2009
Masters Degree, Healthcare Administration
Saint Cloud State University - G.R. Herberger College of Business 1980 — 1983
Bachelor of Science, Exercise Physiology
Bill Vasconcellos Bill Vasconcellos's UBS Wealth Management Experience April 2009 - Present
Job Certified Investment Management Analyst & Chartered Retirement Planning Counselor, Financial Advisor at UBS in Boise, ID
Industry Investment Management
Experience
UBS Wealth Management April 2009 - Present
Boise Metro Chamber of Commerce 2011 - 2015
Merrill Lynch September 1988 - April 2009
Education
Stanford University 1963 — 1967
BA in Economics with Honors
Boalt Hall School of Law, University of California, Berkeley 1967 — 1971
J.D., Law
UBS Wealth Management April 2009 - Present
Boise Metro Chamber of Commerce 2011 - 2015
Merrill Lynch September 1988 - April 2009
Education
Stanford University 1963 — 1967
BA in Economics with Honors
Boalt Hall School of Law, University of California, Berkeley 1967 — 1971
J.D., Law
William (Chip) Glover's UBS Wealth Management Experience June 2011 - August 2011
Job Student at Saint Lawrence University
Industry Financial Services
Experience
Southern Connecticut Hockey Referee Association April 2008 - Present
USA Hockey August 2006 - Present
St. Lawrence Valley Hockey Referee Association September 2012 - Present
Asset Management Association of China (AMAC) June 2015 - July 2015
New Canaan Field Club May 2013 - June 2015
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, HTML, Organization, Communication
Education
St. Lawrence University 2012 — 2016
Bachelor of Arts (BA), History, Business
Austro American Institute of Education 2015 — 2015
History, Business, Economics, Art and Architecture, German
New Canaan High School 2010 — 2012
Southern Connecticut Hockey Referee Association April 2008 - Present
USA Hockey August 2006 - Present
St. Lawrence Valley Hockey Referee Association September 2012 - Present
Asset Management Association of China (AMAC) June 2015 - July 2015
New Canaan Field Club May 2013 - June 2015
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, HTML, Organization, Communication
Education
St. Lawrence University 2012 — 2016
Bachelor of Arts (BA), History, Business
Austro American Institute of Education 2015 — 2015
History, Business, Economics, Art and Architecture, German
New Canaan High School 2010 — 2012
Alex Kellman Alex Kellman's UBS Wealth Management Experience January 2013 - Present
Job Alternative Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2013 - Present
Fidelity Investments August 2010 - December 2012
MultiPlan March 2010 - July 2010
M&T Bank August 2008 - November 2009
Education
State University of New York at Buffalo - School of Management 2004 — 2008
B.S, Business Administration, Finance
.
State University of New York College at Buffalo
UBS Wealth Management January 2013 - Present
Fidelity Investments August 2010 - December 2012
MultiPlan March 2010 - July 2010
M&T Bank August 2008 - November 2009
Education
State University of New York at Buffalo - School of Management 2004 — 2008
B.S, Business Administration, Finance
.
State University of New York College at Buffalo
Gregg Bobay Gregg Bobay's UBS Wealth Management Experience May 2013 - Present
Job Data Governance Business Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2013 - Present
UBS Wealth Management 1998 - December 2012
Vitec Corp 1991 - 1998
Skills
Problem Analysis, Change Management, VSAM, SAS, JCL, COBOL, Business Analysis, IBM Mainframe, Fileaid, Project Management, Equities, DB2, SDLC, TSO, Cognos, Data Warehousing, Analysis, Databases, Mainframe, SQL, Requirements Analysis, Banking, Requirements Gathering, Sybase, Visual Basic, Visio, Enterprise Architecture, Trading Systems, Disaster Recovery, Series 7, Production Support, MVS, Business Intelligence, Financial Services, Integration, Access, CICS, Testing, Vendor Management, Portfolio Management, Risk Management, Fixed Income
Education
State University of New York at New Paltz 1983 — 1986
UBS Wealth Management May 2013 - Present
UBS Wealth Management 1998 - December 2012
Vitec Corp 1991 - 1998
Skills
Problem Analysis, Change Management, VSAM, SAS, JCL, COBOL, Business Analysis, IBM Mainframe, Fileaid, Project Management, Equities, DB2, SDLC, TSO, Cognos, Data Warehousing, Analysis, Databases, Mainframe, SQL, Requirements Analysis, Banking, Requirements Gathering, Sybase, Visual Basic, Visio, Enterprise Architecture, Trading Systems, Disaster Recovery, Series 7, Production Support, MVS, Business Intelligence, Financial Services, Integration, Access, CICS, Testing, Vendor Management, Portfolio Management, Risk Management, Fixed Income
Education
State University of New York at New Paltz 1983 — 1986
Ray Barr Ray Barr's UBS Wealth Management Experience January 2009 - Present
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1983 - January 2009
Education
Stephen F. Austin State University 1979 — 1983
BBA, Finance
J. Frank Dobie High School Houston,TX
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1983 - January 2009
Education
Stephen F. Austin State University 1979 — 1983
BBA, Finance
J. Frank Dobie High School Houston,TX
Matt Reyes Matt Reyes's UBS Wealth Management Experience July 2011 - August 2011
Job Business Valuations Associate at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Markit June 2013 - August 2013
Esposito Securities, LLC September 2012 - May 2013
Universal Pictures May 2012 - July 2012
SMU Dedman School of Law March 2012 - June 2012
UBS Wealth Management July 2011 - August 2011
WR Financial, Inc. May 2009 - May 2010
Skills
Financial Modeling, Finance, Management, Data Analysis, Forecasting, Portfolio Management, Time Management, Marketing, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2010 — 2014
BBA, Finance
Deloitte September 2014 - Present
Markit June 2013 - August 2013
Esposito Securities, LLC September 2012 - May 2013
Universal Pictures May 2012 - July 2012
SMU Dedman School of Law March 2012 - June 2012
UBS Wealth Management July 2011 - August 2011
WR Financial, Inc. May 2009 - May 2010
Skills
Financial Modeling, Finance, Management, Data Analysis, Forecasting, Portfolio Management, Time Management, Marketing, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2010 — 2014
BBA, Finance
DeVon Mata DeVon Mata's UBS Wealth Management Experience January 2000 - August 2007
Job Professional Development and Strategic Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
RBC Wealth Management August 2007 - October 2010
UBS Wealth Management January 2000 - August 2007
Skills
Business Strategy, Asset Management, Investments, Risk Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business
BA
The University of Texas at Dallas
Emerging Media & Communication
Morgan Stanley Smith Barney May 2011 - Present
RBC Wealth Management August 2007 - October 2010
UBS Wealth Management January 2000 - August 2007
Skills
Business Strategy, Asset Management, Investments, Risk Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business
BA
The University of Texas at Dallas
Emerging Media & Communication
Henry Shepherd Henry Shepherd's UBS Wealth Management Experience June 2014 - August 2014
Job Student at Southern Methodist University
Industry Oil & Energy
Experience
Southern Tide August 2014 - Present
Black Stone Minerals, L.P. June 2015 - August 2015
I Fly Rise November 2014 - May 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Strategy, Spanish, Salesforce.com, PowerPoint, Microsoft Excel, Public Speaking, Research, Social Media, Teamwork
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.)/ Bachelor of Arts (B.A.), Finance and Spanish
Universidad Nacional de Costa Rica 2014 — 2014
Spanish Language and Literature
St. John's School 2002 — 2013
High school diploma
Southern Tide August 2014 - Present
Black Stone Minerals, L.P. June 2015 - August 2015
I Fly Rise November 2014 - May 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Strategy, Spanish, Salesforce.com, PowerPoint, Microsoft Excel, Public Speaking, Research, Social Media, Teamwork
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.)/ Bachelor of Arts (B.A.), Finance and Spanish
Universidad Nacional de Costa Rica 2014 — 2014
Spanish Language and Literature
St. John's School 2002 — 2013
High school diploma
Eric Litman's UBS Wealth Management Experience February 2012 - April 2013
Job Software Product Management delivering software solutions to meet client needs and strategic goals
Industry Financial Services
Experience
Moody's Investors Service January 2015 - Present
Moody's Investors Service September 2013 - January 2015
UBS Wealth Management February 2012 - April 2013
UBS November 2009 - April 2013
UBS Wealth Management July 2005 - April 2013
Harland Financial Solutions January 2000 - June 2005
Skills
Business Analysis, SDLC, Project Management, Management, Process Improvement, Vendor Management, Project Portfolio..., Software Documentation, Analysis, Program Management, Quality Assurance, Software Project..., Requirements Analysis, CRM, Business Requirements, Financial Services, PMO, Requirements Gathering, User Acceptance Testing, MS Project, Agile Methodologies, Governance, SharePoint, Equities, Scrum, Access, Project Delivery, Business Process..., IT Strategy, Risk Management, Access Control, Identity Management, JIRA, TeamTrack, HP Quality Center, Change Management, Visio, Six Sigma, Wireframes, Agile Project Management, MS SQL Server
Education
Stevens Institute of Technology
MBA, Technology Management
Stevens Institute of Technology
Graduate Certificate, Project management, 3.75
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, 3.9
Syracuse University - Martin J. Whitman School of Management
BS, Management
Moody's Investors Service January 2015 - Present
Moody's Investors Service September 2013 - January 2015
UBS Wealth Management February 2012 - April 2013
UBS November 2009 - April 2013
UBS Wealth Management July 2005 - April 2013
Harland Financial Solutions January 2000 - June 2005
Skills
Business Analysis, SDLC, Project Management, Management, Process Improvement, Vendor Management, Project Portfolio..., Software Documentation, Analysis, Program Management, Quality Assurance, Software Project..., Requirements Analysis, CRM, Business Requirements, Financial Services, PMO, Requirements Gathering, User Acceptance Testing, MS Project, Agile Methodologies, Governance, SharePoint, Equities, Scrum, Access, Project Delivery, Business Process..., IT Strategy, Risk Management, Access Control, Identity Management, JIRA, TeamTrack, HP Quality Center, Change Management, Visio, Six Sigma, Wireframes, Agile Project Management, MS SQL Server
Education
Stevens Institute of Technology
MBA, Technology Management
Stevens Institute of Technology
Graduate Certificate, Project management, 3.75
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, 3.9
Syracuse University - Martin J. Whitman School of Management
BS, Management
Douglas McCourt's UBS Wealth Management Experience November 2010 - Present
Job Director, Transformation Office at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2010 - Present
Merrill Lynch October 2004 - October 2010
PepsiCo January 2003 - May 2004
PepsiCo January 2000 - January 2003
PepsiCo August 1994 - January 2000
OnBank and Trust April 1993 - June 1994
Continental Information Systems June 1988 - April 1993
Pneumo Abex Corportation April 1983 - June 1988
Skills
Portfolio Management, Governance, Program Management, Business Transformation, Project Portfolio..., Execution Management, Change Management &..., Integration, Strategy, Execution Management..., SDLC, PMO, Business Analysis, Mergers & Acquisitions, Management, CRM, Enterprise Software
Education
State University of New York College at Potsdam 1978 — 1981
Bachelor of Arts (B.A.)
UBS Wealth Management November 2010 - Present
Merrill Lynch October 2004 - October 2010
PepsiCo January 2003 - May 2004
PepsiCo January 2000 - January 2003
PepsiCo August 1994 - January 2000
OnBank and Trust April 1993 - June 1994
Continental Information Systems June 1988 - April 1993
Pneumo Abex Corportation April 1983 - June 1988
Skills
Portfolio Management, Governance, Program Management, Business Transformation, Project Portfolio..., Execution Management, Change Management &..., Integration, Strategy, Execution Management..., SDLC, PMO, Business Analysis, Mergers & Acquisitions, Management, CRM, Enterprise Software
Education
State University of New York College at Potsdam 1978 — 1981
Bachelor of Arts (B.A.)
Alex Malinsky's UBS Wealth Management Experience 2000 - Present
Job Senior Developer at UBS
Industry Financial Services
Experience
UBS June 2000 - Present
UBS Financial Services Inc 2000 - Present
UBS Wealth Management 2000 - Present
Education
Stevens Institute of Technology 1995 — 2000
UBS June 2000 - Present
UBS Financial Services Inc 2000 - Present
UBS Wealth Management 2000 - Present
Education
Stevens Institute of Technology 1995 — 2000
Attilio Giue's UBS Wealth Management Experience November 2002 - January 2006
Job Senior Engineer at MLB.Com
Industry Internet
Experience
MLB.com September 2008 - Present
UBS Investment Bank November 2007 - September 2008
UBS Investment Bank January 2006 - November 2007
UBS Wealth Management November 2002 - January 2006
UBS Wealth Management July 2001 - November 2002
UBS Wealth Management August 1997 - July 2001
AT&T June 1994 - August 1997
Skills
SDLC, Java, Sybase, XML, Unix, JSP, Perl, Spring, Web Services, Java Enterprise Edition, Software Development, Hibernate, Agile Methodologies, AJAX, HTML, Requirements Analysis, SQL, Oracle
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Engineering (B.E.), Computer Engineering
MLB.com September 2008 - Present
UBS Investment Bank November 2007 - September 2008
UBS Investment Bank January 2006 - November 2007
UBS Wealth Management November 2002 - January 2006
UBS Wealth Management July 2001 - November 2002
UBS Wealth Management August 1997 - July 2001
AT&T June 1994 - August 1997
Skills
SDLC, Java, Sybase, XML, Unix, JSP, Perl, Spring, Web Services, Java Enterprise Edition, Software Development, Hibernate, Agile Methodologies, AJAX, HTML, Requirements Analysis, SQL, Oracle
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Engineering (B.E.), Computer Engineering
Xueyan(sheila) Liu's UBS Wealth Management Experience January 2001 - July 2007
Job Network Architect at CenturyLink Savvis Communications
Industry Financial Services
Experience
CenturyLink Savvis Communications May 2010 - Present
Schering-Plough January 2009 - April 2010
Cohen and Steers July 2007 - September 2008
UBS Wealth Management January 2001 - July 2007
PSINet 1996 - 1998
Education
State University of New York College at Buffalo 1996 — 1998
MS
Jing Gong Fu Zhong
Jing Gong Fu Zhong
SUNY at Buffalo
Master of Science (MS)
CenturyLink Savvis Communications May 2010 - Present
Schering-Plough January 2009 - April 2010
Cohen and Steers July 2007 - September 2008
UBS Wealth Management January 2001 - July 2007
PSINet 1996 - 1998
Education
State University of New York College at Buffalo 1996 — 1998
MS
Jing Gong Fu Zhong
Jing Gong Fu Zhong
SUNY at Buffalo
Master of Science (MS)
Gregory D. (Greg) Jones's UBS Wealth Management Experience February 2007 - April 2009
Job Managing Director Diversity & Inclusion at United Airlines
Industry Airlines/Aviation
Experience
United Airlines November 2013 - Present
Northwestern Mutual July 2009 - November 2013
UBS Wealth Management February 2007 - April 2009
Bank of America July 2003 - February 2007
Chase Winters March 2002 - July 2003
Egon Zehnder 1999 - 2001
GE Healthcare May 1989 - December 1999
Skills
Talent Management, Employee Training, HRIS, Coaching, Organizational..., Succession Planning, Recruiting, Sourcing, Talent Acquisition, Executive Search, Mergers & Acquisitions, Onboarding, Performance Management, Executive Management, Organizational Design, Employee Relations, Applicant Tracking..., Interviews, Executive Coaching, Cross-functional Team..., Deferred Compensation, Personnel Management, Strategy, Business Process..., Employee Engagement, Public Speaking, Change Management, Consulting, Career Development, Leadership, Leadership Development, Business Strategy, Employee Benefits, Diversity & Inclusion, Program Management, Project Management, Management Consulting, Team Building, Financial Services, Workforce Planning, Process Improvement, Management, Training, College Recruiting, Organizational..., HR Consulting, Conflict Resolution, Business Development, Team Leadership, Strategic Planning
Education
Stanford University 1987 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Tuskegee University 1982 — 1987
Bachelor of Science (BS), Electrical Engineering
United Airlines November 2013 - Present
Northwestern Mutual July 2009 - November 2013
UBS Wealth Management February 2007 - April 2009
Bank of America July 2003 - February 2007
Chase Winters March 2002 - July 2003
Egon Zehnder 1999 - 2001
GE Healthcare May 1989 - December 1999
Skills
Talent Management, Employee Training, HRIS, Coaching, Organizational..., Succession Planning, Recruiting, Sourcing, Talent Acquisition, Executive Search, Mergers & Acquisitions, Onboarding, Performance Management, Executive Management, Organizational Design, Employee Relations, Applicant Tracking..., Interviews, Executive Coaching, Cross-functional Team..., Deferred Compensation, Personnel Management, Strategy, Business Process..., Employee Engagement, Public Speaking, Change Management, Consulting, Career Development, Leadership, Leadership Development, Business Strategy, Employee Benefits, Diversity & Inclusion, Program Management, Project Management, Management Consulting, Team Building, Financial Services, Workforce Planning, Process Improvement, Management, Training, College Recruiting, Organizational..., HR Consulting, Conflict Resolution, Business Development, Team Leadership, Strategic Planning
Education
Stanford University 1987 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Tuskegee University 1982 — 1987
Bachelor of Science (BS), Electrical Engineering
Anthony D'Andrea's UBS Wealth Management Experience 2005 - 2008
Job MD Head, Securities Backed Lending UBS
Industry Banking
Experience
UBS August 2008 - Present
UBS Wealth Management 2005 - 2008
UBS February 2002 - November 2005
Skills
Credit, Leadership, Loans, Management, Private Banking, Risk Management, Strategy, Structured Finance, Wealth Management, CRM, Coaching, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2002
MBA, International Finance
St. Francis College 1991 — 1995
BS, Business, Economics
UBS August 2008 - Present
UBS Wealth Management 2005 - 2008
UBS February 2002 - November 2005
Skills
Credit, Leadership, Loans, Management, Private Banking, Risk Management, Strategy, Structured Finance, Wealth Management, CRM, Coaching, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2002
MBA, International Finance
St. Francis College 1991 — 1995
BS, Business, Economics
Sherelyn (Sherry) Kilar's UBS Wealth Management Experience 2000 - 2007
Job Human Resources | Legal Personnel
Industry Human Resources
Experience
Sullivan & Cromwell LLP 2007 - Present
UBS Wealth Management 2000 - 2007
Honeywell 1998 - 2000
McCarter & English, LLP 1986 - 1998
Weil, Gotshal & Manges LLP 1980 - 1986
Skills
Human Resources, Legal Personnel, Compensation & Benefits, Talent Development, Legal Compliance, Legal Recruiting, Performance Management, Change Management, Lawyer Development, Performance Appraisal, Leadership, Big Law, Diversity & Inclusion, Professional Development, Talent Acquisition, Employment Law
Education
Saint John's University School of Law 1979 — 1980
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Political Science & History, magna cum laude
Sullivan & Cromwell LLP 2007 - Present
UBS Wealth Management 2000 - 2007
Honeywell 1998 - 2000
McCarter & English, LLP 1986 - 1998
Weil, Gotshal & Manges LLP 1980 - 1986
Skills
Human Resources, Legal Personnel, Compensation & Benefits, Talent Development, Legal Compliance, Legal Recruiting, Performance Management, Change Management, Lawyer Development, Performance Appraisal, Leadership, Big Law, Diversity & Inclusion, Professional Development, Talent Acquisition, Employment Law
Education
Saint John's University School of Law 1979 — 1980
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Political Science & History, magna cum laude
Rachel Libonati's UBS Wealth Management Experience 2000 - August 2003
Job Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management August 2010 - Present
JPMorgan Private Bank November 2006 - October 2010
UBS August 2004 - November 2006
UBS Wealth Management 2000 - August 2003
Mercantile 1996 - 1998
Education
St. Mary's College of Maryland 1991 — 1995
Cathedral School
Mercy High School
Babson Capital Management August 2010 - Present
JPMorgan Private Bank November 2006 - October 2010
UBS August 2004 - November 2006
UBS Wealth Management 2000 - August 2003
Mercantile 1996 - 1998
Education
St. Mary's College of Maryland 1991 — 1995
Cathedral School
Mercy High School
Bryan Garofolo's UBS Wealth Management Experience 2002 - 2003
Job Vice President at TirExchange, Inc.
Industry Automotive
Experience
TirExchange, Inc. 1991 - Present
UBS Wealth Management 2002 - 2003
American Express Financial Advisors 2001 - 2002
Education
St. Norbert College 1987 — 1991
BBA, Accounting
Carmel High School 1983 — 1987
TirExchange, Inc. 1991 - Present
UBS Wealth Management 2002 - 2003
American Express Financial Advisors 2001 - 2002
Education
St. Norbert College 1987 — 1991
BBA, Accounting
Carmel High School 1983 — 1987
Tanisha West's UBS Wealth Management Experience 2002 - 2006
Job Recruiter at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
UBS Financial Services September 2008 - April 2009
UBS April 2007 - March 2008
UBS Wealth Management 2002 - 2006
Skills
Recruiting, Sourcing, Wealth Management, Investments, Public Speaking, Financial Advisory, Series 7, Talent Acquisition, Applicant Tracking..., Onboarding, Series 63, Mutual Funds, Financial Services, Finance, Financial Planning, Retirement Planning, College Recruiting, Employee Benefits, Financial Analysis, Talent Management, Strategic Planning, Leadership
Education
Spelman College 1995 — 1999
Bachelor of Arts, Economics
Santa Catalina
Edward Jones January 2012 - Present
UBS Financial Services September 2008 - April 2009
UBS April 2007 - March 2008
UBS Wealth Management 2002 - 2006
Skills
Recruiting, Sourcing, Wealth Management, Investments, Public Speaking, Financial Advisory, Series 7, Talent Acquisition, Applicant Tracking..., Onboarding, Series 63, Mutual Funds, Financial Services, Finance, Financial Planning, Retirement Planning, College Recruiting, Employee Benefits, Financial Analysis, Talent Management, Strategic Planning, Leadership
Education
Spelman College 1995 — 1999
Bachelor of Arts, Economics
Santa Catalina
Christian LaForestrie's UBS Wealth Management Experience 2000 - 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
UBS Wealth Management 2000 - 2006
UBS Wealth Management 2000 - 2006
Skills
Strategic Financial..., Equities, Series 7, Mutual Funds, Fixed Income, Financial Reporting, Alternative Investments, Investments, Options, Hedge Funds, Securities, Series 63, Financial Planning, Series 24, Series 33
Education
Saint John's University
B.S.
St. John's University, The Peter J. Tobin College of Business
MBA
Morgan Stanley 2006 - Present
UBS Wealth Management 2000 - 2006
UBS Wealth Management 2000 - 2006
Skills
Strategic Financial..., Equities, Series 7, Mutual Funds, Fixed Income, Financial Reporting, Alternative Investments, Investments, Options, Hedge Funds, Securities, Series 63, Financial Planning, Series 24, Series 33
Education
Saint John's University
B.S.
St. John's University, The Peter J. Tobin College of Business
MBA
Patrick Sweeney's UBS Wealth Management Experience January 2004 - May 2013
Job Vice President , National Training Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
UBS Wealth Management January 2004 - May 2013
AIG Advisor Group January 2003 - December 2004
CSFB Pershing 2000 - 2001
Chase Investment Services 1999 - 2000
Citi Investment Services CIS 1991 - 1993
Skills
Program Management, Learning Management
Education
St. Thomas Aquinas College 2005 — 2009
MBA, Management
Morgan Stanley May 2013 - Present
UBS Wealth Management January 2004 - May 2013
AIG Advisor Group January 2003 - December 2004
CSFB Pershing 2000 - 2001
Chase Investment Services 1999 - 2000
Citi Investment Services CIS 1991 - 1993
Skills
Program Management, Learning Management
Education
St. Thomas Aquinas College 2005 — 2009
MBA, Management
Bryce Bushell's UBS Wealth Management Experience August 2012 - Present
Job Director Wealth Management Analytics and Tools
Industry Financial Services
Experience
UBS Wealth Management August 2012 - Present
UBS Wealth Management December 2009 - August 2012
UBS Wealth Management July 2006 - December 2009
Viecore May 2001 - July 2006
Auto Options Limited January 1999 - September 2000
Skills
SDLC, Business Analysis, Waterfall, Data Modeling, Requirements Analysis, Requirements Gathering, Software Project..., Project Management, Mainframe, Financial Services, Visio, SQL, IT Strategy, Agile Methodologies, Business Requirements, PMO, Vendor Management
Education
Stevens Institute of Technology 2008 — 2010
MSIS, IT in Financial Services
University of North Carolina at Charlotte 1993 — 1998
BS, Biology
Don Bosco Prep 1989 — 1993
UBS Wealth Management August 2012 - Present
UBS Wealth Management December 2009 - August 2012
UBS Wealth Management July 2006 - December 2009
Viecore May 2001 - July 2006
Auto Options Limited January 1999 - September 2000
Skills
SDLC, Business Analysis, Waterfall, Data Modeling, Requirements Analysis, Requirements Gathering, Software Project..., Project Management, Mainframe, Financial Services, Visio, SQL, IT Strategy, Agile Methodologies, Business Requirements, PMO, Vendor Management
Education
Stevens Institute of Technology 2008 — 2010
MSIS, IT in Financial Services
University of North Carolina at Charlotte 1993 — 1998
BS, Biology
Don Bosco Prep 1989 — 1993
Alex Leybengrub's UBS Wealth Management Experience 1999 - 2001
Job IT Professional
Industry Hospital & Health Care
Experience
Barmaley Consulting 2003 - Present
SUNY Downstate Medical Center 2003 - 2013
ValueOptions October 2002 - October 2003
ChemRX September 2001 - August 2002
UBS Wealth Management 1999 - 2001
Skills
Windows server..., HII's Time System, SQL..., Crystal Reports, HTML,..., Meridian EMR, MedEvolve..., Symantec BackupExec..., Athena, Windows 7 Embedded /..., Sonicwall firewalls, Infinian's Time System, EasyDental, Dentrix, Firewalls, RingCentral VOIP, Cat5/Cat6 network..., EMR, HIPAA, Windows 7, EHR, Healthcare, Healthcare Information..., Hospitals, Healthcare Consulting, Integration, Informatics
Education
State University of New York Health Science Center at Brooklyn 2005 — 2007
MS, Medical Informatics
Zicklin School Of Business - Baruch College - CUNY 1995 — 1999
BBA, Computer Information Systems
Barmaley Consulting 2003 - Present
SUNY Downstate Medical Center 2003 - 2013
ValueOptions October 2002 - October 2003
ChemRX September 2001 - August 2002
UBS Wealth Management 1999 - 2001
Skills
Windows server..., HII's Time System, SQL..., Crystal Reports, HTML,..., Meridian EMR, MedEvolve..., Symantec BackupExec..., Athena, Windows 7 Embedded /..., Sonicwall firewalls, Infinian's Time System, EasyDental, Dentrix, Firewalls, RingCentral VOIP, Cat5/Cat6 network..., EMR, HIPAA, Windows 7, EHR, Healthcare, Healthcare Information..., Hospitals, Healthcare Consulting, Integration, Informatics
Education
State University of New York Health Science Center at Brooklyn 2005 — 2007
MS, Medical Informatics
Zicklin School Of Business - Baruch College - CUNY 1995 — 1999
BBA, Computer Information Systems
Joseph Gravano's UBS Wealth Management Experience developerUBS2004 - 2008
Job Senior Associate at UBS
Industry Information Technology and Services
Richard Knauf's UBS Wealth Management Experience August 2005 - May 2006
Job AVP at Countrywide Securities Corporation
Industry Financial Services
Experience
Countrywide Securities Corporation June 2006 - Present
UBS Wealth Management August 2005 - May 2006
Education
Southern Methodist University - Cox School of Business 2002 — 2006
Countrywide Securities Corporation June 2006 - Present
UBS Wealth Management August 2005 - May 2006
Education
Southern Methodist University - Cox School of Business 2002 — 2006
Victoria Jace Fletcher's UBS Wealth Management Experience July 2008 - May 2009
Job at Confidas Capital Advisors
Industry Financial Services
Experience
Confidas Capital Advisors June 2009 - Present
UBS Wealth Management July 2008 - May 2009
Education
Southern Methodist University 2003 — 2007
Confidas Capital Advisors June 2009 - Present
UBS Wealth Management July 2008 - May 2009
Education
Southern Methodist University 2003 — 2007
Anna Lutitskaya's UBS Wealth Management Experience August 1999 - August 2005
Job Sr. Business Analyst at Citi
Industry Financial Services
Experience
Citi June 2008 - Present
Bank of New York Mellon August 2005 - June 2008
UBS Wealth Management August 1999 - August 2005
Brown Brother Harriman January 1999 - August 1999
Skills
Data Warehousing, SDLC, Business Analysis, Visio, Data Modeling, DB2, Business Intelligence, IT Strategy, SQL, Business Process..., ETL, Agile Methodologies, Systems Analysis, Databases, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Software Project..., Database Design, Enterprise Architecture, Data Analysis, Data Migration, Oracle, Project Management, Data Architecture, COBOL, Integration, SharePoint, Sybase, Disaster Recovery, IT Management, Software Development, Vendor Management, Unix, PL/SQL, PMO, Erwin
Education
Stevens Institute of Technology 2000 — 2003
M.S. awarded May 2003, Information System Management
Rutgers, The State University, NJ 1995 — 1998
Bachelor of Arts(B.A.), Computer Science
Citi June 2008 - Present
Bank of New York Mellon August 2005 - June 2008
UBS Wealth Management August 1999 - August 2005
Brown Brother Harriman January 1999 - August 1999
Skills
Data Warehousing, SDLC, Business Analysis, Visio, Data Modeling, DB2, Business Intelligence, IT Strategy, SQL, Business Process..., ETL, Agile Methodologies, Systems Analysis, Databases, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Software Project..., Database Design, Enterprise Architecture, Data Analysis, Data Migration, Oracle, Project Management, Data Architecture, COBOL, Integration, SharePoint, Sybase, Disaster Recovery, IT Management, Software Development, Vendor Management, Unix, PL/SQL, PMO, Erwin
Education
Stevens Institute of Technology 2000 — 2003
M.S. awarded May 2003, Information System Management
Rutgers, The State University, NJ 1995 — 1998
Bachelor of Arts(B.A.), Computer Science
Sumit Gutgutia's UBS Wealth Management Experience January 2007 - August 2008
Job Assistant Vice President, Supervisory Analyst at Deutsche Bank Securities
Industry Capital Markets
Experience
Deutsche Bank Securities June 2014 - Present
Deutsche Bank Bank CIB Centre March 2012 - May 2014
Deutsche Bank October 2008 - February 2012
UBS Wealth Management January 2007 - August 2008
Transparent Value August 2005 - January 2007
Sharekhan 2003 - 2005
Skills
Equity Research, Capital Markets, Investment Banking, Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Due Diligence, DCF, Derivatives, Strategy, Economics, Bloomberg, Fixed Income
Education
FINRA Series 16,7 & 4 (ROP), Cleared all Levels of CFA curriculum
CFA Institute
Cleared all levels of CFA curriculum
ICAI
CA, Commerce
St. Xavier's College 1997 — 2000
B.Com, Commerce
South Point High School
Deutsche Bank Securities June 2014 - Present
Deutsche Bank Bank CIB Centre March 2012 - May 2014
Deutsche Bank October 2008 - February 2012
UBS Wealth Management January 2007 - August 2008
Transparent Value August 2005 - January 2007
Sharekhan 2003 - 2005
Skills
Equity Research, Capital Markets, Investment Banking, Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Due Diligence, DCF, Derivatives, Strategy, Economics, Bloomberg, Fixed Income
Education
FINRA Series 16,7 & 4 (ROP), Cleared all Levels of CFA curriculum
CFA Institute
Cleared all levels of CFA curriculum
ICAI
CA, Commerce
St. Xavier's College 1997 — 2000
B.Com, Commerce
South Point High School
Rod Kennedy's UBS Wealth Management Experience November 2009 - July 2015
Job Private Wealth Management Retirement Advisor at SunTrust
Industry Financial Services
Experience
SunTrust September 2015 - Present
UBS Wealth Management November 2009 - July 2015
Chase Investment Services Corp. June 2009 - November 2009
UBS Wealth Management March 2006 - April 2009
JP Morgan Chase January 2005 - February 2006
New England Financial June 1996 - January 2003
National Life of Vermont 1989 - 1997
Skills
Retirement, Compliance, Series 24, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Retirement Planning, Annuities, Insurance, Long Term Care, Fixed Annuities, Portfolio Management, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Strategic Financial..., Long-term Care, FINRA, Investment Advisory, Wealth Management..., Bonds, 401k, Financial Advisory, Investment Strategies, Financial Planners, Financial Services, Life Insurance, Wealth Accumulation, Capital Markets, Fixed Income, Pensions, Series 65, Equities, Wealth, Asset Management, Financial Markets, Relationship Management, High Net Worth..., Financial Planning, Financial Risk, Options
Education
State University of New York College at Oneonta 1985 — 1989
Business Economics, Management
SunTrust September 2015 - Present
UBS Wealth Management November 2009 - July 2015
Chase Investment Services Corp. June 2009 - November 2009
UBS Wealth Management March 2006 - April 2009
JP Morgan Chase January 2005 - February 2006
New England Financial June 1996 - January 2003
National Life of Vermont 1989 - 1997
Skills
Retirement, Compliance, Series 24, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Retirement Planning, Annuities, Insurance, Long Term Care, Fixed Annuities, Portfolio Management, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Strategic Financial..., Long-term Care, FINRA, Investment Advisory, Wealth Management..., Bonds, 401k, Financial Advisory, Investment Strategies, Financial Planners, Financial Services, Life Insurance, Wealth Accumulation, Capital Markets, Fixed Income, Pensions, Series 65, Equities, Wealth, Asset Management, Financial Markets, Relationship Management, High Net Worth..., Financial Planning, Financial Risk, Options
Education
State University of New York College at Oneonta 1985 — 1989
Business Economics, Management
Anna Mio Bertos's UBS Wealth Management Experience 2004 - 2012
Job Trade Support Supervisor at UBS Warburg
Industry Financial Services
Experience
UBS Wealth Management 2004 - 2012
Deutsche Bank 2000 - 2004
Education
St. John's University 1997 — 2001
Bachelor's degree, Finance, General
UBS Wealth Management 2004 - 2012
Deutsche Bank 2000 - 2004
Education
St. John's University 1997 — 2001
Bachelor's degree, Finance, General
Ross Kegler's UBS Wealth Management Experience October 2007 - October 2008
Job Portfolio Administrator at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon September 2010 - Present
Ivy Asset Management November 2009 - January 2012
UBS Wealth Management October 2007 - October 2008
The Bank of New York 2004 - 2008
Education
State University of New York College at Oneonta
Business and Economics, Economics
The Bank of New York Mellon September 2010 - Present
Ivy Asset Management November 2009 - January 2012
UBS Wealth Management October 2007 - October 2008
The Bank of New York 2004 - 2008
Education
State University of New York College at Oneonta
Business and Economics, Economics
Jose A. Iglesias, CFA, CFP's UBS Wealth Management Experience 2015 - Present
Job Client Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2015 - Present
UBS Wealth Management 2007 - 2015
Citigroup Private Bank 2001 - 2007
Sanford C. Bernstein 1998 - 2000
Waterhouse Investor Services 1995 - 1998
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
Master of Business Administration (M.B.A.), International Business, Finance
St. John's University
Bachelor's degree, Business
UBS Wealth Management 2015 - Present
UBS Wealth Management 2007 - 2015
Citigroup Private Bank 2001 - 2007
Sanford C. Bernstein 1998 - 2000
Waterhouse Investor Services 1995 - 1998
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
Master of Business Administration (M.B.A.), International Business, Finance
St. John's University
Bachelor's degree, Business
David Schassler's UBS Wealth Management Experience August 2005 - March 2012
Job Director of Manager Research
Industry Investment Management
Experience
Van Eck Global March 2012 - Present
UBS Wealth Management August 2005 - March 2012
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
State University of New York College at Cortland 2000 — 2003
Bachelor's Degree, Business Economics
Van Eck Global March 2012 - Present
UBS Wealth Management August 2005 - March 2012
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
State University of New York College at Cortland 2000 — 2003
Bachelor's Degree, Business Economics
Dan Koegel dknywebmail@gmail.com's UBS Wealth Management Experience 2005 - 2008
Job Sr DBA at American Stock Transfer & Trust Co
Industry Computer Software
Experience
Financial Services Industry - Greater NYC September 2010 - Present
Davidsohn Global Technologies, Inc. 2010 - 2011
UBS Wealth Management 2005 - 2008
Julius Baer 2005 - 2006
Bank Julius Baer of Switzerland 2005 - 2006
Bank Julius Baer of Switzerland 2005 - 2006
Skills
Microsoft SQL Server, SQL, Databases, Oracle, Disaster Recovery, DB2, SQL Tuning, Relational Databases, SDLC, Data Warehousing, Data Migration, Unix, ETL, Enterprise Architecture, Oracle RAC, Business Analysis, Database Administration, Oracle SQL Developer, Data Guard
Education
State University of New York College at Fredonia 1986 — 1990
BS, Computer Science
State University of New York College at Fredonia 1986 — 1990
Bachelor's degree, Computer Science, Computer Science
Financial Services Industry - Greater NYC September 2010 - Present
Davidsohn Global Technologies, Inc. 2010 - 2011
UBS Wealth Management 2005 - 2008
Julius Baer 2005 - 2006
Bank Julius Baer of Switzerland 2005 - 2006
Bank Julius Baer of Switzerland 2005 - 2006
Skills
Microsoft SQL Server, SQL, Databases, Oracle, Disaster Recovery, DB2, SQL Tuning, Relational Databases, SDLC, Data Warehousing, Data Migration, Unix, ETL, Enterprise Architecture, Oracle RAC, Business Analysis, Database Administration, Oracle SQL Developer, Data Guard
Education
State University of New York College at Fredonia 1986 — 1990
BS, Computer Science
State University of New York College at Fredonia 1986 — 1990
Bachelor's degree, Computer Science, Computer Science
Nick Vitale's UBS Wealth Management Experience August 2012 - November 2012
Job Consultant at RBC Capital Markets
Industry Management Consulting
Experience
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
Kerry A. Heyder's UBS Wealth Management Experience August 2008 - April 2009
Job IT Control Analyst at ING
Industry Financial Services
Experience
ING Financial Services December 2011 - Present
UBS Financial Services, Inc. September 2010 - December 2011
UBS Wealth Management August 2008 - April 2009
UBS Wealth Management January 1997 - August 2008
Skills
Business Analysis, Process Management, IT Service Management, Vendor Management, Team Building, Unix, Data Center, Management, Disaster Recovery, Integration, Troubleshooting, Analysis, IT Strategy, SDLC, IT Management, Visio, Requirements Analysis, ITIL, Risk Management, PMO, Process Improvement, Change Management, Enterprise Architecture, Requirements Gathering, Governance, Business Requirements, Software Project..., Project Portfolio..., Business Intelligence, Project Delivery
Education
St. Thomas Aquinas College
BS, Psychology
ING Financial Services December 2011 - Present
UBS Financial Services, Inc. September 2010 - December 2011
UBS Wealth Management August 2008 - April 2009
UBS Wealth Management January 1997 - August 2008
Skills
Business Analysis, Process Management, IT Service Management, Vendor Management, Team Building, Unix, Data Center, Management, Disaster Recovery, Integration, Troubleshooting, Analysis, IT Strategy, SDLC, IT Management, Visio, Requirements Analysis, ITIL, Risk Management, PMO, Process Improvement, Change Management, Enterprise Architecture, Requirements Gathering, Governance, Business Requirements, Software Project..., Project Portfolio..., Business Intelligence, Project Delivery
Education
St. Thomas Aquinas College
BS, Psychology
Glenn Karant's UBS Wealth Management Experience June 1999 - September 2000
Job Director of Business Development
Industry Medical Devices
Experience
Bankers Life and Casualty Company March 2013 - 2014
SunTrust Bank February 2011 - December 2012
JPMorgan Chase November 2001 - February 2011
Bank of America November 2007 - April 2009
Prudential Financial September 2000 - November 2001
UBS Wealth Management June 1999 - September 2000
Morgan Stanley May 1997 - June 1999
Japan Travel Bureau Corporation January 1993 - January 1996
The Consulting Group 1989 - 1992
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Investment Advisory, Credit, Securities, Financial Advisory, Sales, Asset Allocation, Sales Management, Recruitment, Fluent Japanese..., 215 Life & Health..., Leadership, Portfolio Management, Asset Managment, Banking, Series 65, Fixed Income, Finance, Management, Customer Service, Financial Services, Health & Life Insurance..., Strategic Planning, Marketing, Team Building, Financial Planning, Relationship Management, Private Banking, Life Insurance, Insurance, Marketing Strategy, Negotiation, Public Speaking, Microsoft Office, International Relations, International Sales, International Business, International..., International Marketing, International Trade
Education
State University of New York College at Oneonta
BA, Liberal Arts and Sciences/Liberal Studies
State University of New York College at Oneonta
Bachelor of Applied Science (B.A.Sc.)
Bankers Life and Casualty Company March 2013 - 2014
SunTrust Bank February 2011 - December 2012
JPMorgan Chase November 2001 - February 2011
Bank of America November 2007 - April 2009
Prudential Financial September 2000 - November 2001
UBS Wealth Management June 1999 - September 2000
Morgan Stanley May 1997 - June 1999
Japan Travel Bureau Corporation January 1993 - January 1996
The Consulting Group 1989 - 1992
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Investment Advisory, Credit, Securities, Financial Advisory, Sales, Asset Allocation, Sales Management, Recruitment, Fluent Japanese..., 215 Life & Health..., Leadership, Portfolio Management, Asset Managment, Banking, Series 65, Fixed Income, Finance, Management, Customer Service, Financial Services, Health & Life Insurance..., Strategic Planning, Marketing, Team Building, Financial Planning, Relationship Management, Private Banking, Life Insurance, Insurance, Marketing Strategy, Negotiation, Public Speaking, Microsoft Office, International Relations, International Sales, International Business, International..., International Marketing, International Trade
Education
State University of New York College at Oneonta
BA, Liberal Arts and Sciences/Liberal Studies
State University of New York College at Oneonta
Bachelor of Applied Science (B.A.Sc.)
Todd Donato's UBS Wealth Management Experience September 2011 - Present
Job UIT Trading at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2011 - Present
UBS September 2011 - Present
Pump It Up of Freehold, NJ January 2009 - January 2013
Raven Securities Corp. 1990 - 2011
Skills
Trading, Securities, Advertising, Equities, Investments, Customer Service, Marketing, Marketing Strategy, Series 7, Sales, Social Media Marketing, Fixed Income, Small Business, Trading Systems, Hedge Funds
Education
Monsignor Farrell HS
St. John's University
St. John's University
UBS Wealth Management September 2011 - Present
UBS September 2011 - Present
Pump It Up of Freehold, NJ January 2009 - January 2013
Raven Securities Corp. 1990 - 2011
Skills
Trading, Securities, Advertising, Equities, Investments, Customer Service, Marketing, Marketing Strategy, Series 7, Sales, Social Media Marketing, Fixed Income, Small Business, Trading Systems, Hedge Funds
Education
Monsignor Farrell HS
St. John's University
St. John's University
Matthew Coleman's UBS Wealth Management Experience September 2011 - December 2011
Job Credit Risk at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2015 - Present
EY July 2014 - April 2015
KPMG October 2013 - July 2014
Office of the Comptroller of the Currency January 2012 - October 2013
UBS Wealth Management September 2011 - December 2011
St. John's University September 2010 - December 2011
Skills
Finance, Investments, PowerPoint, Management, Portfolio Management, Social Networking, Social Media Marketing, Analysis, Research, Public Speaking, Financial Analysis, Investment Strategies, Equities, Financial Modeling, Risk Management, Valuation, Bloomberg Terminal, Credit Analysis, Economics
Education
St. John's University 2010 — 2012
M.B.A., Finance
St. John's University 2006 — 2010
B.S., Economics
RBC Capital Markets April 2015 - Present
EY July 2014 - April 2015
KPMG October 2013 - July 2014
Office of the Comptroller of the Currency January 2012 - October 2013
UBS Wealth Management September 2011 - December 2011
St. John's University September 2010 - December 2011
Skills
Finance, Investments, PowerPoint, Management, Portfolio Management, Social Networking, Social Media Marketing, Analysis, Research, Public Speaking, Financial Analysis, Investment Strategies, Equities, Financial Modeling, Risk Management, Valuation, Bloomberg Terminal, Credit Analysis, Economics
Education
St. John's University 2010 — 2012
M.B.A., Finance
St. John's University 2006 — 2010
B.S., Economics
Ian Jakobczuk's UBS Wealth Management Experience September 2010 - December 2010
Job Accountant at Davidson Kempner Capital Management
Industry Financial Services
Experience
Davidson Kempner Capital Management May 2011 - Present
Vision Financial Markets LLC May 2010 - April 2011
UBS Wealth Management September 2010 - December 2010
Scher Financial Group - MetLife June 2008 - August 2008
Skills
Accounting, Auditing, Management
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
B.A
Davidson Kempner Capital Management May 2011 - Present
Vision Financial Markets LLC May 2010 - April 2011
UBS Wealth Management September 2010 - December 2010
Scher Financial Group - MetLife June 2008 - August 2008
Skills
Accounting, Auditing, Management
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
B.A
Cvetelina Raeva's UBS Wealth Management Experience February 2012 - May 2012
Job Student at Saint John's University Peter J. Tobin College of Business
Industry Marketing and Advertising
Experience
UBS Wealth Management February 2012 - May 2012
Coface June 2011 - August 2011
St. John’s University Public Safety January 2009 - May 2011
St. John's University August 2008 - May 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Acess, Foreign Languages, German, Russian, Bulgarian, Social Networking, Project Planning, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
UBS Wealth Management February 2012 - May 2012
Coface June 2011 - August 2011
St. John’s University Public Safety January 2009 - May 2011
St. John's University August 2008 - May 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Acess, Foreign Languages, German, Russian, Bulgarian, Social Networking, Project Planning, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Laura Sodon's UBS Wealth Management Experience July 2009 - Present
Job GTP at UBS
Industry Financial Services
Experience
UBS Wealth Management July 2009 - Present
UBS Wealth Management June 2008 - August 2008
MMC August 2007 - May 2008
MMC May 2007 - July 2007
BlackRock September 2006 - December 2006
BlackRock January 2006 - May 2006
Skills
Microsoft Office, SDLC, Databases, Quality Assurance
Education
Stevens Institute of Technology 2004 — 2009
Bachelor of Science, Mathematics
UBS Wealth Management July 2009 - Present
UBS Wealth Management June 2008 - August 2008
MMC August 2007 - May 2008
MMC May 2007 - July 2007
BlackRock September 2006 - December 2006
BlackRock January 2006 - May 2006
Skills
Microsoft Office, SDLC, Databases, Quality Assurance
Education
Stevens Institute of Technology 2004 — 2009
Bachelor of Science, Mathematics
Richard Neporent's UBS Wealth Management Experience October 1992 - July 2007
Job Officer WSS Operations at JPMorgan Chase
Industry
Experience
JPMorgan Chase April 2012 - Present
Cerberus Capital Management August 2011 - April 2012
UBS Wealth Management October 1992 - July 2007
Travelers March 1986 - September 1992
Education
SUNY Albany 1983 — 1985
MBA, MIS
St. Lawrence University 1977 — 1981
BS, Psychology
JPMorgan Chase April 2012 - Present
Cerberus Capital Management August 2011 - April 2012
UBS Wealth Management October 1992 - July 2007
Travelers March 1986 - September 1992
Education
SUNY Albany 1983 — 1985
MBA, MIS
St. Lawrence University 1977 — 1981
BS, Psychology
Curtis Elijah's UBS Wealth Management Experience February 2012 - May 2012
Job Research Analyst at Private Wealth Partners
Industry Financial Services
Experience
Private Wealth Partners July 2013 - Present
University of Notre Dame May 2012 - May 2013
UBS Wealth Management February 2012 - May 2012
Cumulus Media Inc. May 2010 - August 2010
Rosie O'Grady's June 2009 - August 2010
Postal Services Plus December 2009 - January 2010
Education
University of Notre Dame 2012 — 2013
Master of Business Administration (MBA), Investments and Securities
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance, General
Private Wealth Partners July 2013 - Present
University of Notre Dame May 2012 - May 2013
UBS Wealth Management February 2012 - May 2012
Cumulus Media Inc. May 2010 - August 2010
Rosie O'Grady's June 2009 - August 2010
Postal Services Plus December 2009 - January 2010
Education
University of Notre Dame 2012 — 2013
Master of Business Administration (MBA), Investments and Securities
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance, General
Carter Kauffman's UBS Wealth Management Experience June 2009 - August 2009
Job Petroleum Landman at Schoeffler Energy Group, Inc.
Industry Oil & Energy
Experience
Schoeffler Energy Group, Inc. September 2011 - Present
Merrill Lynch July 2010 - September 2011
UBS Wealth Management June 2009 - August 2009
Thomas Development Corporation May 2008 - August 2008
Skills
Due Diligence, Abstracting, Division Orders, Contract Negotiation, Title Research, Production Analysis, Working Interest, Lease Negotiation, Contract Preparation, Title Review, Overriding Royalty..., iLandman, Energy, Energy Industry, Natural Gas, Lease Negotiations, Operating Agreements, Pipelines, Mineral Rights, Leases, Title Opinions, Contract Management, Chain of Title, Title Searches, Oil & Gas Industry, Oil/Gas, Research, Oil, Titles
Education
Southern Methodist University - Cox School of Business 2007 — 2010
Bachelor of Business Administration, Finance with an emphasis in Accounting
Schoeffler Energy Group, Inc. September 2011 - Present
Merrill Lynch July 2010 - September 2011
UBS Wealth Management June 2009 - August 2009
Thomas Development Corporation May 2008 - August 2008
Skills
Due Diligence, Abstracting, Division Orders, Contract Negotiation, Title Research, Production Analysis, Working Interest, Lease Negotiation, Contract Preparation, Title Review, Overriding Royalty..., iLandman, Energy, Energy Industry, Natural Gas, Lease Negotiations, Operating Agreements, Pipelines, Mineral Rights, Leases, Title Opinions, Contract Management, Chain of Title, Title Searches, Oil & Gas Industry, Oil/Gas, Research, Oil, Titles
Education
Southern Methodist University - Cox School of Business 2007 — 2010
Bachelor of Business Administration, Finance with an emphasis in Accounting
Anders Sandberg's UBS Wealth Management Experience May 2015 - Present
Job Branch Administrative Manager, UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
Merrill Lynch October 2012 - May 2015
Ameriprise Financial Services, Inc. January 2005 - October 2012
Skills
FINRA series 4, 7, 24,..., CRPC - Chartered..., CFP - Certified...
Education
St. Olaf College 1997 — 2001
Economics
UBS Wealth Management May 2015 - Present
Merrill Lynch October 2012 - May 2015
Ameriprise Financial Services, Inc. January 2005 - October 2012
Skills
FINRA series 4, 7, 24,..., CRPC - Chartered..., CFP - Certified...
Education
St. Olaf College 1997 — 2001
Economics
Pamela Ross's UBS Wealth Management Experience 1993 - 2010
Job Director Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank December 2014 - Present
Citi Private Bank December 2010 - November 2014
UBS Wealth Management 1993 - 2010
Smith Barney 1990 - 1993
Education
State University of New York at New Paltz 1985 — 1989
Bachelor of Science
Citi Private Bank December 2014 - Present
Citi Private Bank December 2010 - November 2014
UBS Wealth Management 1993 - 2010
Smith Barney 1990 - 1993
Education
State University of New York at New Paltz 1985 — 1989
Bachelor of Science
Regis Dillon, CFP®, CIMA®'s UBS Wealth Management Experience July 2011 - May 2015
Job Registered Investment Adviser Firm | La Ferla Group LLC, Garden City | OneStopShop to Consolidate Your Financial Life
Industry Financial Services
Experience
La Ferla Group LLC May 2015 - Present
UBS Wealth Management July 2011 - May 2015
JPMorgan Chase August 2010 - July 2011
Education
SUNY Cortland 2006 — 2010
BS, Business Economics
Holy Trinity High School
La Ferla Group LLC May 2015 - Present
UBS Wealth Management July 2011 - May 2015
JPMorgan Chase August 2010 - July 2011
Education
SUNY Cortland 2006 — 2010
BS, Business Economics
Holy Trinity High School
Evan Wald, CIMA's UBS Wealth Management Experience 1997 - 2007
Job Vice President, external wholesaler for Calamos Investments
Industry Financial Services
Experience
Calamos Investments July 2011 - Present
Nationwide Financial January 2008 - July 2011
UBS 1997 - 2007
UBS Wealth Management 1997 - 2007
NatWest Bank 1992 - 1996
Skills
Managed Accounts, Series 65, Series 63, Series 7, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Securities, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Bonds, Equities, Retirement Planning, Separately Managed..., Investment Management, Investment Advisory, Retirement, 401k, Fixed Income, Investment Strategies, Series 6, Managing Accounts, Hedge Funds, Financial Advisory, IRAs, Wealth Management..., Variable Annuities, FINRA, Financial Services, Institutional..., Wealth, Strategic Financial..., Asset Management, Relationship Management, High Net Worth..., Options, Financial Planning
Education
State University of New York College at Oswego 1979 — 1983
ba
Calamos Investments July 2011 - Present
Nationwide Financial January 2008 - July 2011
UBS 1997 - 2007
UBS Wealth Management 1997 - 2007
NatWest Bank 1992 - 1996
Skills
Managed Accounts, Series 65, Series 63, Series 7, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Securities, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Bonds, Equities, Retirement Planning, Separately Managed..., Investment Management, Investment Advisory, Retirement, 401k, Fixed Income, Investment Strategies, Series 6, Managing Accounts, Hedge Funds, Financial Advisory, IRAs, Wealth Management..., Variable Annuities, FINRA, Financial Services, Institutional..., Wealth, Strategic Financial..., Asset Management, Relationship Management, High Net Worth..., Options, Financial Planning
Education
State University of New York College at Oswego 1979 — 1983
ba
Jennifer Rauceo's UBS Wealth Management Experience April 2001 - Present
Job Project Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2001 - Present
UBS Wealth Management May 2006 - April 2009
Skills
Project Management, Business Analysis, Software Quality..., Operational Risk..., Business Continuity..., Risk Management, Financial Services, Management
Education
State University of New York Empire State College
Bachelor of Science (BS), Business Management and Economics
UBS Wealth Management April 2001 - Present
UBS Wealth Management May 2006 - April 2009
Skills
Project Management, Business Analysis, Software Quality..., Operational Risk..., Business Continuity..., Risk Management, Financial Services, Management
Education
State University of New York Empire State College
Bachelor of Science (BS), Business Management and Economics
Kristopher Paschal's UBS Wealth Management Experience September 2012 - Present
Job UBS
Industry Financial Services
Experience
UBS Wealth Management September 2012 - Present
Education
Southern Methodist University
Masters of Arts
University of North Texas
B.A.
UBS Wealth Management September 2012 - Present
Education
Southern Methodist University
Masters of Arts
University of North Texas
B.A.
Tina Frias's UBS Wealth Management Experience December 2005 - December 2012
Job HR Advisor Payroll Administration at Schroders
Industry Financial Services
Experience
Schroders January 2013 - Present
UBS Wealth Management December 2005 - December 2012
Education
State University of New York College at Old Westbury 1994 — 1998
Bachelor's degree, Business Management Human Resources
Schroders January 2013 - Present
UBS Wealth Management December 2005 - December 2012
Education
State University of New York College at Old Westbury 1994 — 1998
Bachelor's degree, Business Management Human Resources
Jason Devening's UBS Wealth Management Experience January 2009 - Present
Job Managing Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management February 2015 - Present
UBS Wealth Management January 2009 - Present
Goldman Sachs November 2002 - January 2009
Morgan Stanley June 1997 - November 2002
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Marketing
UBS Private Wealth Management February 2015 - Present
UBS Wealth Management January 2009 - Present
Goldman Sachs November 2002 - January 2009
Morgan Stanley June 1997 - November 2002
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Marketing
Robert Casterline's UBS Wealth Management Experience October 2008 - June 2011
Job Financial Services Professional
Industry Financial Services
Experience
EXIT on the Hudson Realty April 2013 - Present
UBS Wealth Management October 2008 - June 2011
E*TRADE Financial Corporation August 2005 - May 2008
BMO Harris Bank August 2002 - August 2005
Skills
Retirement Planning, Investments, Insurance, Financial Analysis, Financial Services, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Securities, Strategic Financial..., Investment Advisory, Equities, Real Estate, Real Estate Transactions, Real Estate License, Customer Service, Banking, Finance
Education
University of Phoenix 2010 — 2015
Masters of Business Administration, Business Administration
St. John's University 1992 — 1996
Bachelor of Science (B.S.), Law
Bayonne High School
EXIT on the Hudson Realty April 2013 - Present
UBS Wealth Management October 2008 - June 2011
E*TRADE Financial Corporation August 2005 - May 2008
BMO Harris Bank August 2002 - August 2005
Skills
Retirement Planning, Investments, Insurance, Financial Analysis, Financial Services, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Securities, Strategic Financial..., Investment Advisory, Equities, Real Estate, Real Estate Transactions, Real Estate License, Customer Service, Banking, Finance
Education
University of Phoenix 2010 — 2015
Masters of Business Administration, Business Administration
St. John's University 1992 — 1996
Bachelor of Science (B.S.), Law
Bayonne High School
Nab Thavisin's UBS Wealth Management Experience July 2012 - August 2012
Job Summer Analyst at Lumia Capital
Industry Venture Capital & Private Equity
Experience
Stanford Law School April 2015 - Present
Lumia Capital June 2015 - September 2015
The Raine Group June 2014 - August 2014
Financial Literacy for Youth September 2012 - June 2014
U.S. Fund for UNICEF June 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
UNICEF Thailand July 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, Research, Bloomberg, Economics, English, Stata, Statistics, Management
Education
Stanford University 2015 — 2016
Master’s Degree, Public Policy
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Eton College 2006 — 2011
Stanford Law School April 2015 - Present
Lumia Capital June 2015 - September 2015
The Raine Group June 2014 - August 2014
Financial Literacy for Youth September 2012 - June 2014
U.S. Fund for UNICEF June 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
UNICEF Thailand July 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, Research, Bloomberg, Economics, English, Stata, Statistics, Management
Education
Stanford University 2015 — 2016
Master’s Degree, Public Policy
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Eton College 2006 — 2011
Dan Plunkett's UBS Wealth Management Experience 2012 - November 2012
Job National Account Executive at Townsquare Interactive
Industry Financial Services
Experience
Townsquare Interactive February 2015 - Present
Brown & Brown May 2014 - February 2015
Feehan Insurance Agency June 2013 - May 2014
UBS Wealth Management 2012 - November 2012
Skills
Equities, Strategic Financial..., Investments, Microsoft Excel, Financial Analysis
Education
SUNY Oswego 2009 — 2013
Bachelor of Science (BS), Finance, General
Townsquare Interactive February 2015 - Present
Brown & Brown May 2014 - February 2015
Feehan Insurance Agency June 2013 - May 2014
UBS Wealth Management 2012 - November 2012
Skills
Equities, Strategic Financial..., Investments, Microsoft Excel, Financial Analysis
Education
SUNY Oswego 2009 — 2013
Bachelor of Science (BS), Finance, General
jack barloon's UBS Wealth Management Experience April 1987 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 1987 - Present
Education
Stanford University
Economics
UBS Wealth Management April 1987 - Present
Education
Stanford University
Economics
Dominique Mottek's UBS Wealth Management Experience June 2013 - August 2013
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management September 2014 - Present
UBS Wealth Management June 2013 - August 2013
Barclays July 2012 - July 2012
Skills
English, Spanish, Portuguese, Microsoft Office, Series 7
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor's degree, Finance
St. Dominic's International School Lisbon, Portugal 2008 — 2010
International Baccalaureate, High School/Secondary Diplomas and Certificates
Bernstein Private Wealth Management September 2014 - Present
UBS Wealth Management June 2013 - August 2013
Barclays July 2012 - July 2012
Skills
English, Spanish, Portuguese, Microsoft Office, Series 7
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor's degree, Finance
St. Dominic's International School Lisbon, Portugal 2008 — 2010
International Baccalaureate, High School/Secondary Diplomas and Certificates
René Crespo's UBS Wealth Management Experience May 2014 - November 2014
Job Financial Analyst at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation March 2015 - Present
UBS Wealth Management May 2014 - November 2014
United States Air Force July 2012 - January 2014
United States Air Force January 2010 - June 2012
Cafe Del Angel May 2005 - November 2009
Skills
Aircraft, Aircraft Maintenance, Customer Service, Inspection, Maintenance, Microsoft Office, Sales, Strategic Planning
Education
Southern Nazarene University 2015 — 2016
Master of Business Administration (MBA)
Southern Nazarene University
Bachelor's degree, Organizational Leadership
Colegio San Antonio 1991 — 2002
Northrop Grumman Corporation March 2015 - Present
UBS Wealth Management May 2014 - November 2014
United States Air Force July 2012 - January 2014
United States Air Force January 2010 - June 2012
Cafe Del Angel May 2005 - November 2009
Skills
Aircraft, Aircraft Maintenance, Customer Service, Inspection, Maintenance, Microsoft Office, Sales, Strategic Planning
Education
Southern Nazarene University 2015 — 2016
Master of Business Administration (MBA)
Southern Nazarene University
Bachelor's degree, Organizational Leadership
Colegio San Antonio 1991 — 2002