UBS Wealth Management

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

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

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

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

UBS Wealth Management Employees

Employee
Years
Job
Industry
Daniel Carnevale, CFE Daniel Carnevale, CFE Hartford, Connecticut Area Details
Daniel Carnevale, CFE's UBS Wealth Management Experience May 2007 - August 2007
Job Internal Audit Lead at United Technologies
Industry Aviation & Aerospace
Experience
United Technologies  May 2015 - Present
UTC Building & Industrial Systems  August 2013 - May 2015
UTC Building & Industrial Systems  August 2011 - July 2013
UTC Building & Industrial Systems  February 2011 - August 2011
United Technologies  July 2009 - August 2011
International Aero Engines  August 2010 - February 2011
United Technologies  February 2010 - August 2010
Hamilton Sundstrand  July 2009 - February 2010
Sentinel Benefits & Financial Group  May 2008 - August 2008
UBS Wealth Management   May 2007 - August 2007

Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Forecasting, General Ledger, Cost Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Blackline, SAP, JDE Enterprise One, JDE One World, Corporate Finance, Hyperion HFM, Fixed Assets, Leadership

Education
Bentley University - Elkin B. McCallum Graduate School of Business   2011 — 2014
Master of Business Administration (M.B.A.), Accountancy

Bentley University   2005 — 2009
Bachelor's Degree, Corporate Finance & Accounting

Tim Dobbins Tim Dobbins Nashville, Tennessee Details
Tim Dobbins's UBS Wealth Management Experience June 2014 - August 2014
Job Developer at Perception Health
Industry Computer Software
Experience
Perception Health   January 2015 - Present
Relode, LLC   September 2014 - December 2014
Digital Reasoning  August 2014 - September 2014
Checkd.in  June 2014 - September 2014
UBS Wealth Management   June 2014 - August 2014
Legal Intake Professionals  2010 - 2012

Skills
Economics, Data Analysis, D3.js, Python, Econometrics, JavaScript, R, Web Development, Statistics, Research, Data Visualization, Web Scraping, MySQL, Regular Expressions, XML, SAS, Mathematics, Github, Data Wrangling, Facebook API, PostgreSQL, Bootstrap

Education
Belmont University   2012 — 2015
Economics and Business, Statistics

Volunteer State Community College

David Xu, CPCU, ARM, AINS, AU David Xu, CPCU, ARM, AINS, AU Greater New York City Area Details
David Xu, CPCU, ARM, AINS, AU's UBS Wealth Management Experience January 2010 - June 2010
Job Account Manager at The Capacity Group of Companies
Industry Insurance
Experience
The Capacity Group of Companies  August 2014 - Present
International Underwriting Agency   January 2012 - June 2014
Genesis Capital Enterprises LLC   April 2011 - January 2012
UBS Wealth Management   January 2010 - June 2010

Skills
Underwriting, Commercial Insurance, Financial Analysis, Financial Services, Credit, Risk Management, Insurance, Risk Assessment, Property & Casualty..., Workers Compensation, Legal Liability

Education
City University of New York-Baruch College - Zicklin School of Business   2007 — 2010
Bachelor of Business Administration (BBA), Finance & Investments

Alex Kubiak Alex Kubiak Greater Chicago Area Details
Alex Kubiak's UBS Wealth Management Experience June 2014 - August 2014
Job Financial Instruments, Structured Products and Real Estate Associate
Industry Accounting
Experience
PwC  September 2015 - Present
Bentley University  February 2013 - May 2015
TheiPhoneGuys0   January 2013 - May 2015
Bentley University  September 2012 - May 2015
UBS Wealth Management   June 2014 - August 2014

Skills
Accounting, Finance, Microsoft Excel, Customer Satisfaction, Ebay Sales, Microsoft Office, Electronic Trading, Outlook, PowerPoint, Financial Analysis, Social Media, Microsoft Word

Education
Bentley University   2011 — 2015
Bachelor of Science (BS) in Accoutancy, Minor in Finance

Irina Yadgarova, Esq. Irina Yadgarova, Esq. Greater New York City Area Details
Irina Yadgarova, Esq.'s UBS Wealth Management Experience June 2008 - June 2010
Job Attorney at Law Offices of Irina Yadgarova PLLC
Industry Law Practice
Experience
Law Offices of Irina Yadgarova PLLC   August 2010 - Present
UBS Wealth Management   June 2008 - June 2010
Project Lead The Way  October 2004 - January 2010
Benjamin N. Cardozo School of Law  2005 - 2008
UBS Financial Services  June 2007 - August 2007
Sperber, Denenberg & Kahan P.C.,   September 2006 - December 2006
Hon. Martin E. Ritholtz   February 2006 - August 2006

Skills
Legal Research, Litigation, Westlaw, Mediation, Corporate Law, Legal Writing, Securities, Civil Litigation, Licensing, Courts, Commercial Litigation, Arbitration, Appeals, International Law, Corporate Governance, Intellectual Property, Estate Planning, Research, Criminal Law, Trademarks, Public Speaking, Legal Advice, Lexis, Personal Injury, Bankruptcy, Immigration Law, Trusts, Elder Law, Employment Law, Trials, Litigation Support, Private Equity, Dispute Resolution, Alternative Dispute..., Legal Issues, Joint Ventures, Securities Regulation, Mergers, Legal Assistance, Due Diligence, Copyright Law, Contract Negotiation, Tax Law, Patents, Legal Compliance, Real Estate, Administrative Law, Mergers & Acquisitions, Real Estate Transactions, Document Drafting

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2005 — 2008
J.D., Law

Yeshiva University   2003 — 2005
B.A., Economics

Gus Coutis Gus Coutis Greater New York City Area Details
Gus Coutis's UBS Wealth Management Experience September 2009 - September 2010
Job Audit Associate at Berdon LLP
Industry Accounting
Experience
Berdon LLP  December 2013 - Present
Kirkiles & Kotiadis, L.L.P.   August 2011 - March 2013
Broadridge Financial Solutions  February 2011 - July 2011
UBS Wealth Management   September 2009 - September 2010
Ingerman Smith L.L.P.   December 2005 - September 2009

Skills
Financial Analysis, Financial Accounting, Accounting, QuickBooks, Account Reconciliation, Financial Reporting, Financial Statements

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2013
Master's Degree, Accounting

Long Island University, C.W. Post Campus   2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance

John Mowry John Mowry Boulder, Colorado Details
John Mowry's UBS Wealth Management Experience November 2014 - Present
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2014 - Present
UBS  March 2013 - October 2014
Red Robin Gourmet Burgers  August 2008 - October 2014
Waddell & Reed  November 2011 - December 2012
Morgan Keegan & Company, Inc   January 2011 - May 2011
Red Robin Gourmet Burgers  March 2007 - July 2008
United States Marine Corps  August 2004 - November 2006

Education
Belmont University   2008 — 2011
Bachelor of Business Administration, Finance

New River Community College   2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General

Bill Lasoskie, CFP® Bill Lasoskie, CFP® Boston, Massachusetts Details
Bill Lasoskie, CFP®'s UBS Wealth Management Experience 2002 - 2005
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  May 2005 - Present
UBS Wealth Management   2002 - 2005
UBSPaineWebber  April 1999 - May 2002
PaineWebber  June 1990 - October 2001

Education
Bentley College   1983 — 1985
BS, Marketing Management

Western New England College   1981 — 1983
Business Administration

Ella Davar Ella Davar Greater New York City Area Details
Ella Davar's UBS Wealth Management Experience October 2013 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2013 - Present
Escada US Subco LLC  January 2013 - Present

Skills
Marketing, Event Planning, Fashion, Microsoft Office, Social Media, Merchandising, Retail, Microsoft Word, Financial Analysis, PowerPoint, Teamwork, Customer Service, Management, Photography, Microsoft Excel

Education
Baruch College   2011 — 2014
Bachelor of Business Administration (BBA), Economics and Finance

Bramson ORT College   2009 — 2011
Associate of Arts and Sciences (AAS), Accounting

Jonathan Davison, CFP® Jonathan Davison, CFP® Austin, Texas Details
Jonathan Davison, CFP®'s UBS Wealth Management Experience June 2002 - March 2004
Job Chief Investment Officer at Austin Asset
Industry Financial Services
Experience
Austin Asset   June 2006 - Present
RBC Wealth Management  March 2004 - May 2006
UBS Wealth Management   June 2002 - March 2004

Skills
Investment Advisory, Investments, Investment Management, Institutional..., Due Diligence, Market Research

Education
Baylor University   1998 — 2002
Bachelor's Degree, Financial Planning and Services

Baylor University - Hankamer School of Business   1998 — 2002
Bachelor of Business Administration (BBA), Financial Planning/Services & Risk Management

William C. Skinner William C. Skinner Cambridge, Massachusetts Details
William C. Skinner's UBS Wealth Management Experience June 2014 - August 2014
Job Student at Harvard College
Industry Newspapers
Experience
Institute for Quantitative Social Science (IQSS)   September 2015 - Present
The Harvard Crimson  September 2014 - Present
UBS Wealth Management   June 2014 - August 2014
Ann and Robert H. Lurie Children's Hospital of Chicago   September 2012 - August 2014
Ann and Robert H. Lurie Children's Hospital of Chicago   June 2013 - August 2013
US Department of Transportation (DOT)   June 2011 - July 2011

Skills
Community Outreach, Public Speaking, Social Media, Leadership, Research, Management, Writing, Nonprofits, Teaching, Journalism, Didgeridoo, Foreign Languages, Critical Thinking, Fundraising, Investments, Speech Writing, Healthcare, Finance, Spanish, Customer Service, Strategic Communications

Education
Harvard University   2014 — 2018
A.B., Government and East Asian Studies

Harvard Beijing Academy at Beijing Language & Culture University (哈北班在北语大学）   2015 — 2015
Chinese 130c: Intensive Pre-Advanced Modern Chinese

North Shore Country Day School   2000 — 2014
Diploma

Elissa Colton Elissa Colton Burlington, Vermont Details
Elissa Colton's UBS Wealth Management Experience May 2006 - August 2006
Job Owner & Buyer of Monelle Vermont
Industry Retail
Experience
Monelle Vermont   September 2010 - Present
lululemon  April 2010 - April 2012
Coldwell Banker Hickok & Boardman Realty  November 2010 - May 2011
Winslow, Evans & Crocker   February 2009 - July 2010
Merrill Lynch  July 2008 - February 2009
AIG  May 2007 - August 2007
UBS Wealth Management   May 2006 - August 2006
Mug Shots   January 1994 - January 2004

Education
Northeastern University   2010 — 2010
Journalism

Bates College   2004 — 2008
BA, Economics, Mathematics

Choate Rosemary Hall   2000 — 2004
AP Calculus, AP Literature, AP Psychology

Norwell

Sévres Babylon

Yu (Amy) Zhang Yu (Amy) Zhang Greater Chicago Area Details
Yu (Amy) Zhang's UBS Wealth Management Experience September 2009 - June 2010
Job MBA Candidate, Class 2016, University of Chicago Booth School of Business
Industry Financial Services
Experience
Z Capital Credit Partners   June 2015 - September 2015
J.P. Morgan   June 2011 - June 2014
J.P. Morgan   June 2010 - August 2010
UBS Wealth Management   September 2009 - June 2010
Eight Points Asset Management   April 2009 - October 2009

Skills
LBO, Valuation, Derivatives, Equities, Credit Analysis, Wealth Management, Capital IQ, Sales, Financial Modeling, Bloomberg Terminal, Due Diligence, Bloomberg, Trading, Capital Markets, Fixed Income, DCF, Securities Lending, Structured Products, Investments, Portfolio Management, Investment Banking, Financial Analysis, Risk Management, Credit, Corporate Finance

Education
The University of Chicago Booth School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Concentrations in Analytic Finance, Economics, General Management

City University of New York-Baruch College - Zicklin School of Business   2007 — 2011
BBA, Major in Finance, Minor in Mathematics, Cumulative GPA: 3.83

Yana Pechersky, Esq. Yana Pechersky, Esq. New York, New York Details
Yana Pechersky, Esq.'s UBS Wealth Management Experience 2007 - 2010
Job
Industry Law Practice
Experience
Feldman, Pechersky & Krishtul, PLLC   2013 - Present
The Pechersky Law Firm, PLLC   2010 - 2013
UBS Wealth Management   2007 - 2010
Marsh Valentine & Donohoe LLP   2006 - 2007
American Express  2004 - 2005
Accenture  2001 - 2004

Skills
Estate Planning --..., Asset Protection, Probate & Estate..., Elder Law, Real Estate, Business Succession..., Guardianship, Russian, Estate Planning, Trusts, Succession Planning, Wills, Estate Administration, Medicaid, Wealth, Gift Tax, Special Needs Trusts, Estate Law, Long-term Care, Retirement Planning, Estate Tax Planning

Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law

Townsend Harris High School

University of Pennsylvania
BA, Psychology, pre-medicine, Russian Language and Literature

Brad Begin Brad Begin New York, New York Details
Brad Begin's UBS Wealth Management Experience August 2011 - September 2011
Job Senior Consultant at IBM Interactive Experience
Industry Management Consulting
Experience
IBM Interactive Experience  January 2014 - Present
IBM Global Business Services  October 2012 - December 2013
UBS Wealth Management   August 2011 - September 2011
Jones Lang LaSalle Corporate Solutions   May 2011 - August 2011
Pfizer Global Operations   May 2010 - August 2010

Skills
Management Consulting, Customer Experience..., Mobile Payments, Digital Strategy, Financial Strategy, Customer Segmentation..., Project Management, Business Case Modelling, Microsoft Excel, Analytics, Business Analysis, Marketing

Education
Bentley University   2008 — 2012
Finance, 3.7 / 4.0

Dmitriy Mavreshko Dmitriy Mavreshko Greater New York City Area Details
Dmitriy Mavreshko's UBS Wealth Management Experience 2011 - 2012
Job COMPLIANCE SPECIALIST
Industry Financial Services
Experience
Bank of America Merrill Lynch  January 2014 - Present
JPMorgan Chase  April 2013 - December 2013
Morgan Stanley Wealth Management  September 2012 - November 2012
UBS Wealth Management   2011 - 2012
Mutual of America Capital Management  June 2011 - August 2011

Skills
Finance, Bloomberg, Investments, Financial Services, Wealth Management, Securities, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Banking, Asset Management, Strategic Financial..., Credit, Risk Management, Fixed Income, Hedge Funds, Derivatives, Financial Markets, Capital Markets, Investment Banking, Trading, Microsoft Excel, Compliance, Financial Crimes..., Anti Money Laundering, Economic Sanctions, Due Diligence, Risk Analytics, OFAC, Financial Transactions, Internal Investigations, Microsoft Office, Management, Financial Risk, Leadership, Analysis, Financial Planning

Education
Baruch College   2007 — 2012
Bachelor of Business Administration (BBA), Finance & Investments, 3.4

Brooklyn Tech HS   2003 — 2007
Computer and Information Sciences, General

Asma Abid Asma Abid New York, New York Details
Asma Abid's UBS Wealth Management Experience October 2009 - May 2010
Job Available for Remote Accounting Services
Industry Financial Services
Experience
PARAMOUNT GROUP, INC  January 2014 - April 2015
LendKey  October 2010 - April 2013
LENDKEY  June 2010 - September 2010
UBS Wealth Management   October 2009 - May 2010

Skills
Financial Reporting, Invoicing, QuickBooks, Team Building, Cross-functional Team..., Accounts Payable, Financial Accounting, Bookkeeping, Account Reconciliation, Financial Analysis, Finance, Internal Audit, Cash Flow, Financial Statements, Analysis, Public Speaking, Microsoft Excel

Education
Baruch College, City University of New York (CUNY)   2006 — 2010
BACHELORS OF BUSINESS ADMINISTRATION, FINANCE

Caron Chan Caron Chan Greater New York City Area Details
Caron Chan's UBS Wealth Management Experience April 2007 - January 2009
Job Private Wealth Analyst Relationship Management
Industry Financial Services
Experience
Merrill Lynch  July 2014 - Present
Merrill Lynch  January 2009 - July 2014
UBS Wealth Management   April 2007 - January 2009

Skills
Asset Allocation, Manage Client..., Portfolio Performance..., Trading, Research, Equity Research, Performance Reporting, Coaching, Investment Strategies, Mutual Funds, Alternative Investments, Wealth Management, Series 7

Education
City University of New York-Baruch College - Zicklin School of Business   2002 — 2006
Bachelor of Business Administration (BBA), Finance, Industrial & Organizational Psychology, Magna Cum Laude

Natasha Kalynych Natasha Kalynych Greater New York City Area Details
Natasha Kalynych's UBS Wealth Management Experience October 2013 - February 2014
Job
Industry Financial Services
Experience
Latitude Bar Grill   May 2011 - Present
UBS Wealth Management   October 2013 - February 2014
Milla Lerner   December 2011 - April 2013

Skills
Microsoft Office, Data Analysis, C++, Bloomberg, PowerPoint, Corporate Finance, Theory of interest, Economics, Sales, Microsoft Excel, Investments

Education
Baruch College, City University of New York (CUNY)   2012 — 2014
Economics, Financial Mathematics

National University Lvivska Politexnika   2004 — 2008
Geodesy, Engineering

Margaret J Schollmeyer Margaret J Schollmeyer West Palm Beach, Florida Details
Margaret J Schollmeyer's UBS Wealth Management Experience 1994 - 2007
Job Financial Services Profesional
Industry Financial Services
Experience
Neuberger Berman  April 2007 - September 2013
UBS Wealth Management   1994 - 2007
PaineWebber  1994 - 2007

Skills
Series 7, Series 63, Wealth Management, Series 66, Fixed Income, Series 24, Series 65, Alternative Investments, Investment Advisory, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Retirement Planning, Equities, Hedge Funds, Separately Managed..., Financial Services, FINRA

Education
Baruch College, City University of New York (CUNY)   1991 — 1995
MBA, Marketing

College of the Holy Cross   1978 — 1982
BA, English

NATASHA TIKYANI NATASHA TIKYANI Greater New York City Area Details
NATASHA TIKYANI's UBS Wealth Management Experience September 2010 - December 2010
Job Assistant Finance & Business Analyst
Industry Financial Services
Experience
ICAP  January 2012 - Present
STARR Career Development Center  August 2010 - January 2012
JP Morgan Chase  February 2011 - May 2011
UBS Wealth Management   September 2010 - December 2010
The Office of Student Life   August 2010 - December 2010
RN Wealth & Retirement Strategies (John Hancock Life Insurance Company)   July 2010 - August 2010
The Office of Orientation and New Student Programs   May 2010 - August 2010

Skills
Financial Reporting, Financial Analysis, Excel, Outlook, Access, PowerPoint, Murex, DTCC, Salesforce.com, Bloomberg Terminal, Public Speaking, Working With Students, Resume Writing, Cover Letters

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2012
Bachelor of Business Administration, Major: Finance, Minor: Economics

Secaucus High School   2004 — 2008
Diploma

Emily Tato Emily Tato Greater New York City Area Details
Emily Tato's UBS Wealth Management Experience 2011 - 2011
Job PostBaccalaureate Student at NYU
Industry Health, Wellness and Fitness
Experience
Eurekahedge   September 2012 - January 2013
UBS Wealth Management   2011 - 2011
Short Hills Club  2008 - 2010
Fairmount Country Club  2005 - 2007

Skills
Microsoft Excel, Mathematical Modeling, Mathematica, Interpersonal Skill, Leadership, Coaching, Triathlon, Golf, Fundraising, Data Analysis, Editing, Research, Training, Public Speaking

Education
Bates College   2008 — 2012
Bachelor of Arts (B.A.), Mathematics

Chatham High School   2004 — 2008

denis buci denis buci Greater New York City Area Details
denis buci's UBS Wealth Management Experience March 2014 - February 2015
Job Financial Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2014 - February 2015
Interactive Data  January 2014 - March 2014
Subotnick Financial Services Center   January 2013 - December 2013
Lura's Sons Home Improvement   February 2013 - September 2013
Tony's DiNapoli Restaurant   June 2010 - May 2013
Moinian Group  June 2012 - August 2012
Front Range Community College  August 2008 - May 2009
The EverClean Company   October 2007 - June 2008
Private Company (Erjon Gjoci) - Construction   April 2006 - October 2007

Skills
Teamwork, Strategic Leadership, Customer Service, Research, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Negotiation, Microsoft Word, Leadership, Real Estate Development, Event Management, Real Estate, Budgets, Public Speaking, Sales, Strategic Planning, Analysis, Team Leadership, Management, Team Building

Education
City University of New York-Baruch College - Zicklin School of Business   2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, Junior

Kingsborough Community College   2009 — 2011
Associate of Science (A.S.), Mathematics

Sami Frasheri

Sami Frasheri

Olga Melissa Alvarez Olga Melissa Alvarez New York, New York Details
Olga Melissa Alvarez's UBS Wealth Management Experience June 2012 - August 2012
Job ManagerAnalytic Data
Industry Financial Services
Experience
Moody's Investors Service  July 2014 - Present
Moody's Investors Service  October 2013 - July 2014
Moody's Investors Service  August 2012 - October 2013
UBS Wealth Management   June 2012 - August 2012
UBS Wealth Management   March 2011 - August 2011
National Securities  September 2010 - December 2010

Skills
Equities, Finance, Customer Service, Microsoft Excel, Accounts Payable, Investments, Ratings, Financial Analysis, Fixed Income, Bloomberg, Bloomberg Terminal, Capital Markets

Education
City University of New York-Baruch College   2008 — 2012
Bachelor of Business, Finance

Svitlana Kovtun Svitlana Kovtun Greater New York City Area Details
Svitlana Kovtun's UBS Wealth Management Experience September 2011 - December 2011
Job Examiner, Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  July 2012 - Present
UBS Wealth Management   September 2011 - December 2011
State Farm Insurance  August 2010 - July 2011
Roza Wholesale   March 2008 - August 2010

Skills
Asset Allocation, Auditing, Bloomberg, Data Analysis, Finance, Financial Modeling, Internal Controls, Risk Management, Vlookup, Securities

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2011
BA, Finance

Christopher Kalata Christopher Kalata Greater New York City Area Details
Christopher Kalata's UBS Wealth Management Experience September 2010 - June 2011
Job Associate Portfolio Manager at AB
Industry Financial Services
Experience
AB  June 2015 - Present
BNY Mellon  June 2014 - April 2015
BNY Mellon  October 2013 - January 2014
BNY Mellon  May 2013 - September 2013
Wells Fargo Advisors  July 2012 - September 2012
UBS Wealth Management   September 2010 - June 2011

Skills
Investments, Microsoft Excel, Equity Research, Bloomberg Terminal, Financial Modeling, Fixed Income, Bloomberg, Equities, Financial Analysis, Valuation, Corporate Finance, Social Media, PowerPoint, Portfolio Management, Securities, Morningstar, Asset Allocation, Structured Finance, Asset-backed..., Loans, Corporate Trust

Education
Bentley University   2011 — 2015
Finance major, with minors in Economics and Global Studies

Royal Holloway, University of London   2013 — 2013
Study Abroad

Aviv Meital Aviv Meital Greater New York City Area Details
Aviv Meital's UBS Wealth Management Experience May 2013 - September 2013
Job PWM Collateral Management Risk Analyst
Industry Financial Services
Experience
LOOPi   March 2015 - Present
Morgan Stanley  January 2015 - Present
Caliber Associates, New York, NY   April 2014 - December 2014
Consulate General of Israel  June 2009 - March 2014
UBS Wealth Management   May 2013 - September 2013
Illan Sharabi - Insurance Agency   April 2007 - January 2008

Education
Baruch College/ Zicklin School of Business   2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

John Boloian John Boloian Greater Boston Area Details
John Boloian's UBS Wealth Management Experience 2004 - 2008
Job eLearning Content Developer at Nuance Communications
Industry Information Technology and Services
Experience
Nuance Communications  October 2011 - Present
UBS Financial Services, Inc.   2008 - October 2011
UBS Wealth Management   2004 - 2008
UBS PaineWebber  May 2001 - 2004

Skills
Blended Learning, Training, SharePoint, Program Management, Project Management, Learning Management..., E-Learning, Vendor Management, Analysis, Process Improvement, Access, Change Management, Instructional Design, Organizational..., SaaS, Strategic Planning, Agile Methodologies, Visio

Education
Bentley University   2006 — 2011
Masters, Human Factors in Information Design

University of Massachusetts Lowell   1987 — 1991
Bachelors, Psychology

Nicholas Stella Nicholas Stella Greater New York City Area Details
Nicholas Stella's UBS Wealth Management Experience June 2008 - August 2008
Job President at Jzanus Home Care Inc
Industry Financial Services
Experience
Jzanus Home Care Inc   June 2015 - Present
Essensa   February 2011 - Present
Innovatix  February 2010 - February 2011
Innovatix  September 2009 - January 2010
UBS Wealth Management   June 2008 - August 2008
Innovatix  September 2003 - August 2007
Leonard's Catering Hall   August 2002 - July 2006

Skills
Financial Modeling, Financial Analysis, Auditing, Teamwork, Finance, Strategy, Financial Reporting, Data Analysis, Portfolio Management, Forecasting, Analytics, Business Analysis, Strategic Planning, Mergers & Acquisitions, New Business Development, Corporate Finance, Analysis, Group Purchasing, Healthcare Industry, Capital Equipment, C-Suite Sales, Non-profits..., Specialty Pharmaceutical, Contrast Agents, Laboratory Equipment, Radiology, Sales Presentations, Pharmaceutical Sales, Marketing, Internal Audit, Account Management, Healthcare Consulting, Market Intelligence, Strategic Partnerships, Target Marketing, Performance Reporting, Contract Management, Driving Results, Cross-functional...

Education
Baruch College, City University of New York (CUNY)   2007 — 2009
MBA, Finance

St. John's University, The Peter J. Tobin College of Business   1998 — 2003
BS, Finance

St Francis Prep High School   1994 — 1998

Emily Arrunategui Emily Arrunategui Brooklyn, New York Details
Emily Arrunategui's UBS Wealth Management Experience February 2012 - May 2012
Job Jr Financial Analyst at AXA Advisors with Pillar Group
Industry Investment Banking
Experience
AXA Advisors with Pillar Group   August 2012 - Present
UBS Wealth Management   February 2012 - May 2012
Dress Empire   April 2011 - December 2011
Northwestern Mutual  February 2011 - April 2011
The Quest Organization  February 2010 - August 2010
LaGuardia Community College Student Financial Services   March 2008 - November 2009

Skills
Bloomberg, Spreadsheets, Hedge Funds, Research, Office Management, Lotus Notes, Administrative..., Asset Managment, Bloomberg Terminal

Education
Baruch College   2008 — 2012
Bachelors of Business Administration, Finance and Investments, 3.44

Laguardia Community College   2005 — 2008
Associates of Arts, Liberal Arts: Social Sciences and Humanities

Ania Slaski Ania Slaski Greater New York City Area Details
Ania Slaski's UBS Wealth Management Experience June 2011 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Wealth Management   June 2011 - Present
UBS  July 2007 - May 2011
GFI Group  July 2005 - July 2007
Starr & Company, LLC   January 2005 - July 2005
Altria / Philip Morris USA   February 2000 - December 2004

Skills
Financial Modeling, Corporate Finance, Accounting, Forecasting, Finance, Analysis, Sarbanes-Oxley Act, Strategy, Internal Controls, Budgets, Management, Auditing, Project Management, Portfolio Management, Data Analysis

Education
New York University - Leonard N. Stern School of Business   2007 — 2011
MBA, 1) Leadership & Change Management; 2) Data, Models & Decisions; 3) Global Business

City University of New York-Baruch College - Zicklin School of Business   1996 — 2001
BBA, Major: Finance & Investing; Minor: Economics

Bryan Frid Bryan Frid Greater New York City Area Details
Bryan Frid's UBS Wealth Management Experience April 2007 - Present
Job Sr. Programmer / Analyst at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   April 2007 - Present
Citibank N.A.   2000 - 2007
Infinite Data Structures   February 2000 - August 2000
AT&T Corp.   January 1999 - January 2000

Skills
VSAM, CICS, Fileaid, TSO, COBOL, Easytrieve, MVS, DB2, QMF, Syncsort, NDM, Access, Microsoft Office, FTP, JCL, MVS/ESA, SPUFI, Xpediter, IBM Utilities, Pro*C, IMS DB/DC, Windows, Mainframe, DB2/SQL, IBM Mainframe, ISPF, z/OS, OS/390, SDSF, JES2, HTML, SQL, Word, Excel, Control-M, Stored Procedures, DFSORT, Databases, PL/SQL

Education
Belaruski Nacyjanal'ny Tehnièny Universitet   1986 — 1993
Bachelor of Science (BS) / Master of Science (MS)

Eric Casey, CAIA Eric Casey, CAIA Cincinnati, Ohio Details
Eric Casey, CAIA's UBS Wealth Management Experience 1994 - 1996
Job Regional Vice President Great Lakes at Salient Partners
Industry Investment Management
Experience
Salient Partners  February 2011 - Present
UBS Global Asset Management  August 1996 - January 2011
UBS Wealth Management   1994 - 1996

Skills
Portfolio Management, Finance, Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Hedge Funds, Investments, Securities, Investment Strategies, ETFs, Series 65, Investment Advisory, Equities, Fixed Income, Investment Management, Series 6

Education
Southern Methodist University - Cox School of Business   1989 — 1990
M.B.A.

Trinity University   1983 — 1985
B.A., English

Bates College   1982 — 1983

Phillips Exeter Academy   1979 — 1980

Marcin Brozek Marcin Brozek Greater New York City Area Details
Marcin Brozek's UBS Wealth Management Experience January 2011 - November 2013
Job Wealth Management, Planning and Analysis
Industry Investment Management
Experience
NYU - School of Continuing and Professional Studies  November 2013 - Present
UBS Wealth Management   January 2011 - November 2013
Carret Asset Management  February 2009 - October 2010
Warfield Associates   May 2004 - February 2009
LOT Polish Airlines  April 2002 - May 2004

Skills
Financial Reporting, Financial Modeling, Fixed Income, Investments, Financial Analysis, Hedge Funds, Accounting, Equities, Trading, MS Access, Alternative Investments

Education
New York University   2013 — 2014
Certificate in Financial Risk Management - SCPS, Coursework Completed: 1.Derivatives Modeling Using VBA; 2.Interest Rate Swaps

Baruch College, City University of New York (CUNY)   2000 — 2002
MBA, Finance

Eric Ulino Eric Ulino Long Island City, New York Details
Eric Ulino's UBS Wealth Management Experience October 2013 - December 2013
Job Student at City University of New YorkBaruch College
Industry Marketing and Advertising
Experience
Xaxis  September 2015 - Present
Manetta`s Fine Foods   January 2007 - Present
Morgan Stanley  January 2015 - May 2015
US Open  August 2008 - September 2014
Pinnacle Industries   June 2011 - August 2014
UBS Wealth Management   October 2013 - December 2013

Skills
Teamwork, Microsoft Excel, Social Media, Management, Social Networking

Education
City University of New York-Baruch College   2011 — 2015
Bachelor's degree, Business/Corporate Communications

Farmingdale State University of New York   2010 — 2011
Business, Management, Marketing, and Related Support Services

J. Dean Paolucci Jr. J. Dean Paolucci Jr. Greater New York City Area Details
J. Dean Paolucci Jr.'s UBS Wealth Management Experience May 2012 - July 2012
Job Student at Bates College
Industry Financial Services
Experience
Thomson Reuters  June 2014 - Present
Thomson Reuters  June 2014 - Present
UBS Wealth Management   May 2012 - July 2012

Skills
Financial Modeling, Bloomberg, Data Analysis, Salesforce.com, Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, SQL, Equity Research, Statistics, Asset Management, Spanish, Mergers, Strategy, Customer Service, Research, HTML, C++, Teamwork, Social Media, English, Java, Photoshop, Event Planning, Microsoft Word, Public Speaking

Education
Bates College   2012 — 2016
Bachelor of Arts (B.A.), Political Economy

The Montclair Kimberley Academy   2009 — 2012

IGOR GIERGIEL IGOR GIERGIEL Greater New York City Area Details
IGOR GIERGIEL's UBS Wealth Management Experience September 2008 - May 2009
Job IT Field Technician at Signature Technology Group
Industry Information Technology and Services
Experience
Signature Technology Group  February 2014 - Present
Global Resources  February 2013 - January 2014
Weight Watchers  October 2012 - January 2013
Frederick Goldman  March 2012 - March 2012
Global Resources  February 2011 - February 2012
AIG  November 2010 - January 2011
JP Morgan  March 2010 - September 2010
MTM  June 2009 - February 2010
UBS Wealth Management   September 2008 - May 2009
JPMorgan Chase  May 2008 - August 2008

Skills
Microsoft Office, Software Documentation, Databases, Technical Recruiting, Contract Recruitment, Process Improvement, Sourcing, Applicant Tracking..., Visio, Talent Acquisition, Quality Assurance, Unix, Access, SDLC, Business Analysis, SQL, Data Warehousing, Troubleshooting, Information Technology

Education
Baruch College, City University of New York (CUNY)   2000 — 2002
BBA, Computers Information Systems

Baruch College, City University of New York (CUNY)   1995 — 1999
BBA, Human Resource

Las Morrison Las Morrison Greater New York City Area Details
Las Morrison's UBS Wealth Management Experience 2007 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife  2011 - 2014
UBS Wealth Management   2007 - 2010
BNY Mellon  2000 - 2006
Jamaica Stock Exchange   1994 - 2000

Skills
Series 7, 63, 24, 9, 10

Education
Baruch College
Master of Business Administration, Finance and Adminstration

Georgia State University
Bachelor's Degree

Allan Ruan Allan Ruan Brooklyn, New York Details
Allan Ruan's UBS Wealth Management Experience February 2014 - June 2015
Job Risk Management Intern at Lazard
Industry Financial Services
Experience
Lazard  June 2015 - Present
UBS Wealth Management   February 2014 - June 2015
Spencer winston securities   July 2013 - September 2013
Wachang buffet   July 2012 - September 2013

Skills
Java, HTML, C++, JavaScript, Microsoft Excel, Visio, Access, Microsoft SQL Server, Oracle, Financial Analysis, SQL, VBA, C, C#

Education
Baruch College   2013 — 2016
Bachelor of Business Administration (BBA), Statistics and quantitative modelling, 3.88

Brooklyn College   2011 — 2013
BS, Computer Science, 3.65

Brittany Verhulst Brittany Verhulst Greater Philadelphia Area Details
Brittany Verhulst's UBS Wealth Management Experience June 2011 - August 2011
Job Safety Specialist at 3M
Industry Marketing and Advertising
Experience
3M  September 2014 - Present
3M  May 2014 - August 2014
Oracle  June 2013 - August 2013
UBS Wealth Management   June 2011 - August 2011

Skills
Human Resources, Non-profit Volunteer, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Research, Leadership, Account Management, Microsoft Word, Event Planning, Facebook, Sales, Marketing, Marketing Communications, Public Relations, Advertising, Management, Salesforce.com, Event Management, Market Research, Team Building, Social Networking, Social Media Marketing, Team Leadership

Education
Baylor University - Hankamer School of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Professional Selling

Alice Celli Alice Celli Greater Boston Area Details
Alice Celli's UBS Wealth Management Experience February 2014 - May 2014
Job Client Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2014 - Present
UBS Wealth Management   February 2014 - May 2014
Cowen and Company  June 2012 - January 2014
Long Island University  July 2011 - September 2011

Skills
Alternative Investments, Bloomberg, Bloomberg Terminal, Equities, Financial Analysis, Microsoft Excel, Valuation, Wealth Management

Education
Bentley University   2010 — 2014
Economics-Finance

Bill Dietz Bill Dietz Waco, Texas Details
Bill Dietz's UBS Wealth Management Experience October 2004 - June 2009
Job President at Dietz Financial Services, LLC
Industry Financial Services
Experience
Dietz Financial Services, LLC - An Independent Firm   May 2013 - Present
Raymond James  June 2009 - Present
Extraco Banks  June 2009 - May 2013
UBS Wealth Management   October 2004 - June 2009
Merrill Lynch  October 1996 - October 2004
Waco Custom Stone   September 1995 - October 1996
Texas National Bank of Waco   June 1992 - September 1995

Skills
Investments, Financial Advisory, Retirement Planning, Portfolio Management, Investment Advisory, Public Speaking, Series 7, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Insurance, Securities, Investment Management, Finance, Investment Strategies, 401k, Asset Allocation, Retirement, Mutual Funds, Asset Management, Wealth Management..., Financial Planning

Education
Baylor University
B.A., Business Administration

Raymond James Institute of Investment Management Consulting
Investment Management Consultant

Wharton School of Business SIFMA Securities Industry Institute   2012 — 2014

Amisha Patel Amisha Patel New York, New York Details
Amisha Patel's UBS Wealth Management Experience June 2010 - August 2010
Job Market Risk Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2013 - Present
Willis Re  July 2012 - November 2013
Bentley University  August 2011 - August 2012
Liberty Mutual Insurance  June 2011 - August 2011
Morgan Stanley Smith Barney  September 2010 - December 2010
UBS Wealth Management   June 2010 - August 2010

Skills
Investments, Corporate Finance, Bloomberg, Economics, Morningstar, Financial Analysis, Bloomberg Terminal, Access, Competitive Analysis, Finance, Private Equity, Due Diligence, Mutual Funds

Education
Bentley University   2008 — 2012
BS, Economics-Finance & Global Perspectives

Bond University   2010 — 2010
Study Abroad, Economics-Finance & Global Perspectives

Wijoyo Prawiro Wijoyo Prawiro Elmhurst, New York Details
Wijoyo Prawiro's UBS Wealth Management Experience June 2015 - August 2015
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - August 2015
Citi  June 2014 - March 2015
Target  June 2013 - August 2013
Hunter College  January 2011 - April 2011
Global Copyright Administration   January 2010 - April 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, QuickBooks, Peachtree, FileMaker

Education
Baruch College   2011 — 2015
Bachelor's Degree, Finance, General, 3.6485

Jennifer Siefring Jennifer Siefring Dayton, Ohio Area Details
Jennifer Siefring's UBS Wealth Management Experience 2006 - 2010
Job Wealth Manager at J. S. Wealth Advisors
Industry Financial Services
Experience
J. S. Wealth Advisors   February 2015 - Present
Jessup Wealth Management Inc   2011 - January 2015
Dean Investments   2010 - 2011
UBS Wealth Management   2006 - 2010
Financial Services Industry  1993 - 2006

Skills
Financial Planning, Estate Planning, Insurance Planning, 401 K Rollovers, Retirement Planning, Saving for Education, Managing Finances, Women Owned Business, Small Business, Professional Women

Education
Bellevue University   2004 — 2006
Bachelor of Science, Human Resources

Sinclair Community College   1995 — 1999
Associates of Science, Business Management

Northmont High School

Alexandra Egorova Alexandra Egorova Greater New York City Area Details
Alexandra Egorova's UBS Wealth Management Experience September 2012 - December 2012
Job Baruch College Graduate
Industry Facilities Services
Experience
J.P. Morgan   November 2013 - Present
UBS Wealth Management   September 2012 - December 2012
Astoria Sterling Realty   November 2010 - December 2011

Skills
Microsoft Excel, Analysis, Customer Service, Marketing, Microsoft Word, Time Management, Leadership, Market Research, Sales Management, Access, Asset Management, Bloomberg, Business Strategy, Data Analysis, Economics, Management, Marketing Strategy, Strategic Planning, Social Media Marketing, Selling, Real Estate, Research, Project Management

Education
City University of New York-Baruch College   2009 — 2012
Bachelor of Business Administration (BBA), Finance, Ecomonics

Kingsborough Community College   2008 — 2009
Associate of Sciences (AS), Business Administration

Christy Chichester Christy Chichester Greater New York City Area Details
Christy Chichester's UBS Wealth Management Experience June 2000 - June 2010
Job Project Manager
Industry Financial Services
Experience
UBS Wealth Management   June 2000 - June 2010

Education
Baruch College, City University of New York (CUNY)   1998 — 2000
MBA, Operations Management

University of California, Davis   1989 — 1993
BA, International Relations

Lydia Chiang Lydia Chiang Greater New York City Area Details
Lydia Chiang's UBS Wealth Management Experience January 2007 - May 2007
Job Trading Assistant at Barclays Capital
Industry Financial Services
Experience
Barclays Capital  August 2010 - July 2014
Barclays Capital  November 2008 - July 2010
Lehman Brothers  July 2008 - October 2008
DTCC  May 2007 - May 2008
UBS Wealth Management   January 2007 - May 2007

Skills
Fixed Income, Options, Interest Rate Swaps, Middle Office, ISDA, Rates, Portfolio Management, Bloomberg, Derivatives, Bonds

Education
Lorenzo De' Medici Firenze   2008 — 2008
Study Abroad, Italian Renaissance Civilization & Culture

City University of New York-Baruch College - Zicklin School of Business   2004 — 2008
BBA, International Marketing

Shanghai University   2007 — 2007
Study Abroad, Business in Contemporary China, Chinese

April Song April Song San Francisco Bay Area Details
April Song's UBS Wealth Management Experience July 2012 - August 2012
Job Data Scientist at Pivotal Software, Inc.
Industry Computer Software
Experience
Pivotal Software, Inc.   July 2015 - Present
Pivotal Software, Inc.   February 2014 - Present
UC Berkeley, Department of Industrial Engineering and Operations Research   September 2013 - December 2013
Pivotal Inc.  May 2013 - August 2013
UBS Wealth Management   July 2012 - August 2012
Morgan Stanley Financial Training Program  July 2012 - August 2012
Haas School of Business  January 2012 - May 2012

Skills
Data Analysis, PowerPoint, Microsoft Excel, Salesforce.com, Microsoft Office, Economics, Python, Java, Linear Programming, Matlab, Discrete Mathematics, Abstract Algebra, Real Analysis, Numerical Analysis, Probability Theory, Decision Analysis, Ruby on Rails, Data Structures, Markov Chains, Agile Project Management, Apex Programming, Force.com, Relational Databases, PaaS, SQL, Pivotal Tracker, Linear Algebra, Quantitative Research, Financial Accounting, Mathematical Modeling, Group Theory, Integer Programming, Complex Analysis

Education
University of California, Berkeley   2010 — 2014
Bachelor of Arts (BA), Applied Mathematics (Operations Research); Minor in Industrial Engineering and Operations Research

Beijing Normal University   2011 — 2011
Elementary Chinese Program

Harvard University   2009 — 2009
Secondary Summer Program

Van Nuy Senior High

Alexandra Hill Alexandra Hill New York, New York Details
Alexandra Hill's UBS Wealth Management Experience January 2009 - Present
Job MBA Zicklin School Of Business, Baruch College
Industry Financial Services
Experience
UBS Wealth Management   January 2009 - Present
Artrageous Gala   2012 - 2012
Elie Tahari  January 2008 - June 2008
Citi Habitats  January 2006 - January 2007

Skills
Finance, Investments, Research, Portfolio Management, Financial Analysis, Sales, Economics, New Business Development, Investor Presentations, Morningstar, Tax Planning, Sales Prospecting, Customer Relations, Sales Presentations, Marketing

Education
Baruch College   2011 — 2013
MBA, Finance & Investments

Baruch College, City University of New York (CUNY)   2004 — 2008
Bachelor of Science, Finance & Investments

Pepper Berry Pepper Berry Los Angeles, California Details
Pepper Berry's UBS Wealth Management Experience November 2007 - July 2010
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  May 2012 - Present
First Republic Securities  July 2010 - May 2012
Bobot Adrenaline   2001 - 2011
UBS Wealth Management   November 2007 - July 2010

Skills
Research, Series 7, Wealth Management, Investments, Event Planning, Entertainment, Equities, Mutual Funds, Asset Management, Securities

Education
Baylor University   1985 — 1989
BA

Jose Rovalino Jose Rovalino Greater New York City Area Details
Jose Rovalino's UBS Wealth Management Experience July 1997 - Present
Job Director at UBS
Industry Banking
Experience
UBS Wealth Management   July 1997 - Present
Desai Capital Management   February 1993 - July 1997
Lazard Asset Management  1988 - 1993

Skills
Fixed Income, Asset Management, Equities, Financial Markets, Hedge Funds, Investments, Capital Markets, Investment Banking, Alternative Investments, Wealth Management

Education
City University of New York-Baruch College   1985 — 1989
Bachelor of Business Administration (BBA), Fiance

Anthony Friend Anthony Friend United States Details
Anthony Friend's UBS Wealth Management Experience September 2005 - December 2005
Job Assurance Associate at PwC
Industry Accounting
Experience
PricewaterhouseCoopers LLP  November 2014 - Present
Baker Tilly Virchow Krause, LLP  September 2013 - April 2014
Mitchell & Titus LLP  June 2012 - August 2012
ParenteBeard LLC  January 2012 - April 2012
JCPenney  April 2010 - July 2011
L. Johnson Construction Co.   July 2006 - August 2010
Baruch College  2004 - 2007
PricewaterhouseCoopers LLP  January 2006 - April 2006
UBS Wealth Management   September 2005 - December 2005

Education
Zicklin School of Business - Baruch College   2011 — 2013
MS, Accounting

Zicklin School of Business - Baruch College   2004 — 2008
BBA, Accounting

Jay Alberts, AWMA® Jay Alberts, AWMA® Greater St. Louis Area Details
Jay Alberts, AWMA®'s UBS Wealth Management Experience July 2014 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   July 2014 - Present

Skills
Social Media, Facebook, Fitness, Leadership Development, Marketing, Sports, Strategy, Teaching, Teamwork, Training, Nonprofits, Fundraising, Research, Event Planning, Public Speaking, Coaching, Athletics

Education
Belmont University - Jack C. Massey Graduate School of Business
MBA, Finanace

Yale University
B.A., History

Whitfield School

Loretta Singh Loretta Singh Greater New York City Area Details
Loretta Singh's UBS Wealth Management Experience March 2006 - May 2006
Job Vice President Global Costing & Analytics at Citi
Industry Investment Management
Experience
Citi  December 2013 - Present
AIG  March 2011 - December 2013
AIG  October 2006 - March 2011
UBS Wealth Management   March 2006 - May 2006

Skills
Portfolio Management, Financial Reporting, Access, Project Management, Analysis, Cash Flow, Microsoft Excel, Bloomberg, Derivatives, Bloomberg Terminal, Fixed Income, Financial Modeling, Equities, Hedge Funds, Capital Markets, Financial Markets, Asset Managment, Investments, Options, Financial Analysis, Valuation, Securities, FX Options, Account Reconciliation, Asset Management, Mutual Funds, Finance, Accounting, Cash Management, Business Analysis, Management

Education
Long Island University, Brooklyn Campus   2009 — 2011
MBA, Finance

City University of New York-Baruch College   2003 — 2006
BBA, Finance and Investments

Blake Ellison Blake Ellison Greater Boston Area Details
Blake Ellison's UBS Wealth Management Experience October 1997 - October 2007
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  October 2007 - Present
UBS Wealth Management   October 1997 - October 2007
Olde Investments   June 1993 - October 1997

Education
Bentley University   1989 — 1993
B.S., Finance

David Evenhuis David Evenhuis Harrisburg, Pennsylvania Details
David Evenhuis's UBS Wealth Management Experience May 2007 - March 2008
Job Real Estate Attorney at McNees Wallace & Nurick LLC
Industry Law Practice
Experience
McNees Wallace & Nurick LLC  February 2014 - Present
Caldwell & Kearns, P.C.   October 2011 - February 2014
Pennsylvania Department of Public Welfare  September 2010 - October 2011
Merrill Lynch  March 2008 - February 2009
UBS Wealth Management   May 2007 - March 2008
Lock Haven University  August 2000 - August 2003

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2003 — 2006
Doctor of Law (J.D.)

Temple University   1995 — 1999
Master of Arts (M.A.), Philosophy

Hope College   1991 — 1995
Bachelor of Arts (B.A.), Philosophy

Kent Byrd Kent Byrd West Hartford, Connecticut Details
Kent Byrd's UBS Wealth Management Experience June 2015 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
CT Roofing Reps   June 2014 - August 2014

Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Data Analysis, Research, Leadership, Teamwork

Education
Bates College   2013 — 2017
Economics

Kingswood Oxford School   2009 — 2013
High School

Alexander Pretko Alexander Pretko United States Details
Alexander Pretko's UBS Wealth Management Experience June 2011 - May 2012
Job Investment Banking Summer Associate at Citi
Industry Financial Services
Experience
Citi  June 2015 - August 2015
Elaixin Holdings Ltd.   July 2012 - August 2014
UBS Wealth Management   June 2011 - May 2012
Princeton University Economics Department   June 2011 - August 2011

Skills
Financial Modeling, Mandarin, Capital Markets, Stata, Microsoft Office, Spanish, Java, Public Speaking, Chinese, Finance, Economics, Bloomberg, Mergers & Acquisitions, Cross-cultural..., International Relations, Equity Research, Private Equity, Emerging Markets, Valuation, Due Diligence, Investments

Education
Yale University - Yale School of Management   2014 — 2016
Master of Business Administration (MBA)

Princeton University   2008 — 2012
Bachelor of Arts, Major in Economics, Minors in Finance and Chinese

Beijing Normal University   2009 — 2010
Advanced Mandarin Language Immersion Program

Johnny Quach Johnny Quach Jacksonville, Florida Details
Johnny Quach's UBS Wealth Management Experience June 2012 - December 2012
Job Database Management / Unix System Administrator
Industry Information Technology and Services
Experience
CIT  October 2013 - Present
FDM Group  January 2012 - Present
UBS Wealth Management   June 2012 - December 2012
Nike  June 2010 - July 2012
Best Buy  August 2008 - August 2009

Skills
Visio, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Business Analysis, SharePoint, Finance, Quality Assurance, HP QuickTest..., Selenium, Manual Testing, Automated Software..., White Box Testing, Black Box Testing, SDLC, Oracle SQL, Project Server, Atlassian JIRA, Access, Analysis, Management, Testing, QTP, ITIL v3 Foundations..., Windows, Document Management, Sales, Salesforce.com, InfoLease, UniData, Unix, Reflection

Education
City University of New York-Baruch College - Zicklin School of Business   2006 — 2010
Bachelor of Business Administration (BBA), Economics

Alexandra Skaperdas Alexandra Skaperdas New Canaan, Connecticut Details
Alexandra Skaperdas's UBS Wealth Management Experience May 2014 - August 2014
Job Lower School Teaching Assistant
Industry
Experience
Greens Farms Academy  September 2015 - Present
Bates College  May 2012 - December 2014
UBS Wealth Management   May 2014 - August 2014
Tokeneke Beach Club   June 2011 - August 2013

Education
Manhattanville College   2015 — 2017
Master of Education (M.Ed.), Childhood Education

Bates College   2011 — 2015
Bachelor of Arts (B.A.), Rhetoric, Mathematics, Philosophy

New Canaan High School   2007 — 2011

Jessica Qing Feng Jessica Qing Feng Greater New York City Area Details
Jessica Qing Feng's UBS Wealth Management Experience February 2010 - June 2010
Job Business Analyst at HSBC
Industry Information Technology and Services
Experience
HSBC Securities  September 2013 - Present
Misys  July 2011 - September 2013
Cavoleph Partners, LLC   February 2011 - May 2011
Quantitative Management Associates LLC  July 2010 - September 2010
UBS Wealth Management   February 2010 - June 2010

Skills
Quantitative Analytics, SQL, VBA, R, Business Analysis, Visual Basic, Portfolio Management, XML, Integration, Testing, Financial Analysis, Oracle SQL Developer, Loan IQ, Data Mapping, Inquiry API, XQuery, Microsoft Access, Talend Open Studio, SPSS, Data Migration, Interfaces, Project Management, Analysis, Financial Modeling

Education
Columbia University GSAS   2009 — 2010
Master's Degree, Statistics, 3.6/4.0

Beijing Institute of Technology   2004 — 2008
Bachelor's Degree, Statistics (Major), Business Administration (Minor), 3.5/4.0

Ali Akaydin Ali Akaydin Greater New York City Area Details
Ali Akaydin's UBS Wealth Management Experience April 2012 - January 2013
Job Business Analyst/ Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management  March 2013 - Present
FDM Group  January 2012 - Present
UBS Wealth Management   April 2012 - January 2013
Research Foundation, CUNY,   August 2010 - October 2010
National Federation of Community Development Credit Unions  October 2008 - November 2009
Fitch Ratings  June 2005 - August 2005

Skills
SQL, HTML, PowerPoint, Windows 7, Unix, Dreamweaver, Outlook, Microsoft Office, XP, Access, VBA, Visual Basic, Microsoft Excel, SharePoint, Windows, Wordpress, Business Analysis, Microsoft Word, MS Project, Visio, Adobe Acrobat, Databases, Management, SDLC, Microsoft SQL Server, Oracle, Programming, Data Analysis, UML, Requirements Analysis, ITIL, Unix Shell Scripting, Project Management, IT Service Management, IT Management, Risk Management, ITIL Certified, Troubleshooting, Networking, User Acceptance Testing, PMO, Information Technology, System Administration, Software Project..., Integration, Testing, Analysis, Linux, Finance, Citrix

Education
Baruch College, City University of New York (CUNY)   2006 — 2010
BBA, Computer Information Systems

Irene Belinsky Irene Belinsky Greater New York City Area Details
Irene Belinsky's UBS Wealth Management Experience August 1999 - November 2006
Job Sr PM/PMO Consultant
Industry Banking
Experience
UBS Investment Bank  May 2015 - Present
IBEL CORP   August 2012 - Present
Citigroup  September 2012 - January 2015
Federal Home Loan Bank of New York  November 2006 - August 2012
UBS Wealth Management   August 1999 - November 2006
Bankers Trust  July 1998 - August 1998
JP Morgan  July 1997 - August 1997
The New Yorker  June 1996 - August 1996

Skills
User Acceptance Testing, Project Management, Business Requirements, Vendor Management, SDLC, Visio, Business Analysis, PMO, Requirements Analysis, Project Portfolio..., SharePoint, Program Management, PMP, IT Management, IT Strategy, MS Project, Requirements Gathering, Software Project..., Change Management, Project Delivery, Information Technology

Education
City University of New York-Baruch College   2001 — 2005
MBA, International Business, 3.4

City University of New York-Baruch College   1996 — 1999
BBA, Information Systems

Rutgers University-New Brunswick   1994 — 1996
Information Systems

New York University

Tim Harms Tim Harms Greater Nashville Area Details
Tim Harms's UBS Wealth Management Experience September 2007 - July 2008
Job Managing Director at Enliven, LLC
Industry Hospital & Health Care
Experience
Enliven, LLC   September 2013 - Present
Deloitte  September 2010 - October 2013
Mission Capital Management, LLC   2008 - 2010
Alloy Capital Management, LLC   2008 - 2010
UBS Wealth Management   September 2007 - July 2008

Skills
Strategic Financial..., Financial Analysis, Analysis, Project Management, Investments, CPA, Start-ups, Financial Reporting, Microsoft Excel, Internal Controls, Financial Modeling, Financial Planning, SEC filings, Auditing, Valuation, Supply Chain Consulting, External Audit

Education
Belmont University   2006 — 2010
BBA, Accounting, Finance, 4.0

Bandish Chitre Bandish Chitre Greater New York City Area Details
Bandish Chitre's UBS Wealth Management Experience March 2005 - August 2011
Job Sr. BA (Market Risk) JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan   May 2014 - Present
Bank Of America-Merrill Lynch  March 2013 - May 2014
KPMG  March 2012 - March 2013
Citi  August 2011 - December 2011
UBS Wealth Management   March 2005 - August 2011
AT&T Labs, Inc., Lucent Technologies   July 1996 - March 2005

Skills
SDLC, Business Analysis, Agile Methodologies, Vendor Management, Oracle, Microsoft SQL Server, Unix, Management, Risk Management, PL/SQL, IT Management, Java, Project Management, Websphere, EJB, Financial Analysis, Financial Modeling, IT Operations, IT Outsourcing, Struts, Weblogic, SSAS 2008, Data Cubes, SSIS

Education
Baruch College, City University of New York (CUNY)   2008 — 2011
Master of Business Administration (M.B.A.), Finance & Investments

Monmouth University   1994 — 1996
Master's Degree, Electronic Engg.

Karnataka University   1987 — 1992
Bachelor's Degree, Electrical & Electronic Engg.

Madina Kalsarieva Madina Kalsarieva New York, New York Details
Madina Kalsarieva's UBS Wealth Management Experience January 2005 - January 2006
Job Execution Trader at Systematic Alpha Management, LLC
Industry Financial Services
Experience
Systematic Alpha Management, LLC   April 2015 - Present
Penya FC Barcelona NYC (nonprofit organization)   August 2011 - Present
Forest Hills Education Center   June 2012 - July 2014
Systematic Alpha Management, LLC   March 2007 - May 2012
UBS Wealth Management   January 2005 - January 2006

Skills
Electronic Trading, Bloomberg Terminal, Alternative Investments, Equity Research, Bloomberg, Derivatives, Hedge Funds, Investment Strategies, Equities, Equity Derivatives, Trading Strategies, Financial Markets, Fixed Income, Trading Systems, Trading, Portfolio Management

Education
Saint John's University - Peter J. Tobin College of Business   2007 — 2009
MBA, Finance, 3.93

City University of New York-Baruch College   2003 — 2006
BBA, Finance and Investments, Major GPA: 3.7. Overall GPA: 3.5.

Ashay Kawli Ashay Kawli Greater New York City Area Details
Ashay Kawli's UBS Wealth Management Experience June 2012 - August 2012
Job Associate Manager at Argus Information and Advisory Services
Industry Information Technology and Services
Experience
Argus Information and Advisory Services  June 2013 - Present
HBO  January 2013 - May 2013
NYC Department of Correction  October 2011 - December 2012
UBS Wealth Management   June 2012 - August 2012
Infosys Technologies Ltd  November 2008 - June 2011

Skills
SQL, HTML, C++, Java, PeopleSoft HRMS 8.9, PeopleSoft HRMS 9.1, PeopleSoft Tools 8.48, PeopleSoft Tools 8.5, XML, Visio, UPK, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SDLC, SQR, Financial Modeling, PeopleSoft, PeopleCode, PeopleTools, Analysis, Forecasting, Oracle, Access, Vendor Management, CRM, Data Analysis, Data Warehousing, Databases, Software Development

Education
Baruch College   2011 — 2013
MBA, Information Systems and Finance

University of Mumbai   2004 — 2008
Bachelor of Engineering, Electronics and Telecommunications

Fatima Hernandez Fatima Hernandez Belleville, New Jersey Details
Fatima Hernandez's UBS Wealth Management Experience 2005 - Present
Job Experienced Administrative Assistant/Client Resolution Specialist
Industry Public Relations and Communications
Experience
UBS Wealth Management   2005 - Present
UBS Wealth Management   September 2008 - August 2009
UBS Wealth Management   October 2006 - September 2008
Sabre Travel Network  August 2003 - May 2005
Masters at Work   December 2001 - April 2003

Skills
Bilingual..., Dependable Team Player, Multitasking Skills, Administrative..., Event Management, Office Management, Research, Onboarding, Music, Hospitality, Logistics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Empathic listener and..., Combine patience,..., Management

Education
William Paterson University of New Jersey   2009 — 2014
Bachelor of Arts (BA), Communication and Media Studies

Hudson County Community College   2005 — 2008
Associate of Arts and Sciences (AAS), Liberal Arts - Business, 3.0

City University of New York-Baruch College   2002 — 2003
Entertainment Certificate, Arts, Entertainment, and Media Management

Marissa Lueger Marissa Lueger Leawood, Kansas Details
Marissa Lueger's UBS Wealth Management Experience September 2013 - Present
Job Client Service Associate
Industry Financial Services
Experience
UBS Wealth Management   September 2013 - Present
Community National Bank Retirement Plans Division   October 2009 - June 2013
Benedictine College  October 2012 - May 2013
Seneca Aquatic Center   May 2011 - September 2012
Seneca Aquatic Center   May 2006 - September 2010

Education
Benedictine College   2009 — 2013
Bachelor of Arts (B.A.), Business Administration with a concentration in Management, minor in Mass Communications

Justin Serioux Justin Serioux Greater New York City Area Details
Justin Serioux's UBS Wealth Management Experience September 2011 - December 2011
Job Investment Banking Analyst at Crédit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB  January 2015 - Present
CME Group  November 2013 - March 2014
Federal Home Loan Bank of New York  May 2013 - August 2013
Permal Asset Management  November 2012 - January 2013
RBC Capital Markets  June 2012 - August 2012
UBS Wealth Management   September 2011 - December 2011
World Trade Financial Group  April 2009 - July 2009

Skills
Investment Banking, Capital Markets, Credit Analysis, Analysis, Leveraged Finance, Leveraged Lending, Corporate Finance, Fixed Income, Modeling, Trading, Bloomberg, Equities, Finance, Equity Research, Bloomberg Terminal, Microsoft Excel, Hedge Funds, Trading Strategies, Research, Financial Services, PowerPoint, Stock Picking, Financial Analysis, Model Portfolios, Sales, Business Analysis, SNL, CRM, Data Entry, Equity Trading, Stocks, Fundamental Research, Macro, Vlookup, MS Excel Pivot Tables, Pivot Tables, 10K, Portfolio Management, Derivatives, Financial Modeling, Investments, Valuation, Financial Markets, Financial Structuring, Microsoft Office, Alternative Investments, Banking, Bonds, Asset Management

Education
Baruch College   2011 — 2014
Bachelor of Arts

Everett Phipps Everett Phipps Waco, Texas Details
Everett Phipps's UBS Wealth Management Experience May 2011 - August 2011
Job Credit Department Manager at Insurors Indemnity Company
Industry Insurance
Experience
Insurors Indemnity Company   December 2014 - Present
Community Bank & Trust, Waco, Texas   January 2012 - December 2014
Community Bank & Trust Waco   January 2011 - December 2011
UBS Wealth Management   May 2011 - August 2011

Education
Baylor University - Hankamer School of Business   2007 — 2011
BBA, Finance

Jeff Young Woo Lee Jeff Young Woo Lee College Point, New York Details
Jeff Young Woo Lee's UBS Wealth Management Experience October 2014 - December 2014
Job Finance Intern at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group  July 2015 - Present
Shellpoint Partners   January 2015 - June 2015
UBS Wealth Management   October 2014 - December 2014

Skills
Microsoft Excel, Microsoft Office, Public Speaking, Morningstar, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Finance, Access

Education
Baruch College, City University of New York (CUNY)   2013 — 2017
Finance, Junior

Robert Pfeffer Robert Pfeffer New York, New York Details
Robert Pfeffer's UBS Wealth Management Experience April 2013 - May 2014
Job Experienced Software Developer
Industry Financial Services
Experience
Horsesmouth  July 2014 - December 2014
UBS Wealth Management   April 2013 - May 2014
Sterling Stamos  May 2011 - January 2013
Empire State Development  April 2007 - January 2011
Consultant / Independent  March 2003 - April 2007
Morgan Stanley  September 1999 - December 2002
New York Life Insurance Company  September 1993 - August 1999
JJIS/NYC Mayor's Office   September 1988 - August 1993

Skills
See above, Visio, SQL, JavaScript, Databases, Integration, Visual Basic, HTML, Management, Microsoft SQL Server, ASP.NET, Access, Software Documentation, Analysis, Visual Studio, C#, Vendor Management

Education
Baruch College, City University of New York (CUNY)   1988 — 1992
MBA, Information Systems

Stony Brook University   1980 — 1984
BA, Economics

Jamaica High School   1977 — 1980
HS Diploma, General

Eric Schoen Eric Schoen Greater Seattle Area Details
Eric Schoen's UBS Wealth Management Experience October 2012 - July 2013
Job Medical Student at Bastyr University
Industry Hospital & Health Care
Experience
UBS Wealth Management   October 2012 - July 2013
University Speech Laboratory Tutor   August 2009 - May 2012
UBS  May 2011 - August 2011
UBS Financial Services  May 2011 - August 2011
Father Ryan High School  August 2010 - May 2011
Belmont University  August 2009 - April 2011

Skills
Public Speaking, Event Planning, Public Relations, Non-profits, Fundraising, Microsoft Excel, Social Media, Customer Service, Organization, Grant Writing, Policy Analysis, Editing, Volunteer Management, Staff Development, Business Strategy, Event Management, Blogging, Student Affairs, Politics, Research

Education
Bastyr University   2013 — 2017
Doctor of Naturopathy (N.D. N.M.D), Naturopathic Medicine/Naturopathy

Belmont University   2008 — 2012
BS, Communications Studies, Chemistry, Political Science

Belmont University   2008 — 2012
Bachelor of Science, Rhetorical Communication; Political Science

Derek Bacon Derek Bacon Waltham, Massachusetts Details
Derek Bacon's UBS Wealth Management Experience June 2015 - August 2015
Job Student Athlete at Bentley University
Industry
Experience
UBS Wealth Management   June 2015 - August 2015
Groe Advisors LLC  June 2014 - September 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Recruiting, Microsoft Word, Social Media, Staffing Services, SPSS, Financial Analysis, Account Management, Time Management, Access, Teamwork, Customer Service, Team Building, Social Networking, Positive Can-do Attitude, Leadership, Public Speaking

Education
Bentley University   2012 — 2016
Bachelor's Degree, Finance

Matthew Alvin Matthew Alvin Greater New York City Area Details
Matthew Alvin's UBS Wealth Management Experience August 2010 - December 2010
Job Trading Assistant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  August 2014 - Present
Credit Suisse  July 2012 - Present
Credit Suisse  June 2011 - August 2011
UBS Wealth Management   August 2010 - December 2010
CMR & Associates   June 2010 - August 2010
Apartment 48, Inc.   July 2007 - August 2010
NYC Guitar School  February 2006 - August 2009

Skills
Guitar, Financial Services, Music, Economics, Microsoft Excel, Finance

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2012
BBA, Finance, English Literature

City University of New York-Hunter College   2003 — 2008
BA, Music

Patrick J. Conger Patrick J. Conger United States Details
Patrick J. Conger's UBS Wealth Management Experience March 2008 - November 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2011 - Present
UBS Wealth Management   March 2008 - November 2011
Morgan Keegan & Co., Inc.   January 2004 - March 2008
Robert W. Baird & Co.   January 2001 - December 2003
Ernst & Young  September 1997 - December 2000

Skills
Wealth Management, Asset Allocation, Retirement Planning, College Education..., Mutual Funds, Securities, Municipal Bonds, Disability Insurance, Licensed Life Insurance..., Variable Annuities, Fixed Annuities, Series 7, Series 6, Budget Process

Education
Belmont University - Jack C. Massey Graduate School of Business   2007 — 2007
Executive Certificate, Financial Planning

College for Financial Planning   2004 — 2004
AAMS, Accredited Asset Management Specialist

Trevecca Nazarene University   1993 — 1997
BBA, Concentration in Accounting

Drew Sadowsky Drew Sadowsky Greater Boston Area Details
Drew Sadowsky's UBS Wealth Management Experience May 2008 - July 2008
Job Manager at Williams Distributing Company
Industry Investment Management
Experience
Williams Distributing Company   August 2013 - Present
NewStar Financial  August 2010 - July 2013
Trudeau & Trudeau Associates, Inc.   September 2009 - December 2009
Williams Distributing  June 2004 - August 2009
UBS Wealth Management   May 2008 - July 2008

Skills
Financial Modeling, Bloomberg, Finance, Analysis, Asset Management, Microsoft Excel, Strategy, Financial Analysis, Corporate Finance, PowerPoint, Capital Markets, Fixed Income, Financial Risk, Accounting, Forecasting

Education
Bentley University   2009 — 2010
Masters of Science in Finance with a Quantitative Concentration, Finance

Bentley University   2005 — 2009
Bachelor of Science: Corporate Finance and Accounting, Finance, Accounting, and Quantitative Perspectives

Girish Kirpalani Girish Kirpalani Bayside, New York Details
Girish Kirpalani's UBS Wealth Management Experience February 2012 - November 2012
Job Can't wait for Monday____________^
Industry Accounting
Experience
PricewaterhouseCoopers LLP  August 2014 - Present
Contracted to PwC   January 2014 - July 2014
Lata Kirpalani CPA PC   November 2012 - January 2014
Goodwill Industries  December 2012 - December 2013
UBS Wealth Management   February 2012 - November 2012
Jingle Networks  May 2011 - August 2011
Internal Revenue Service  February 2009 - April 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, Windows, Final Cut Pro, Financial Reporting, Accounts Receivable, Accounts Payable, Accounting, Financial Analysis, Auditing, Financial Accounting

Education
City University of New York-Baruch College   2009 — 2013
Bachelor of Business Administration (BBA), Accounting

Binghamton University

Neill Carson Neill Carson Dallas/Fort Worth Area Details
Neill Carson's UBS Wealth Management Experience October 2011 - June 2014
Job MBA Candidate, Class of 2016 at SMU Cox School of Business | Finance | Strategy | Cost Savings | BottomLine Results
Industry Financial Services
Experience
UBS Wealth Management   October 2011 - June 2014
International Assignment Profile   March 2007 - October 2011

Education
Southern Methodist University - Cox School of Business   2014 — 2016
Master of Business Administration (MBA), Finance and Strategy

Baylor University   2007 — 2011
Bachelor of Business Administration (BBA), minor in Chemistry, Entrepreneurship/Entrepreneurial Studies

Robert Rosado Robert Rosado Quincy, Massachusetts Details
Robert Rosado's UBS Wealth Management Experience January 2000 - November 2008
Job Project Manager at WGBH
Industry Broadcast Media
Experience
WGBH  October 2012 - September 2014
Boston Globe Media Partners  March 2010 - October 2012
UBS Wealth Management   January 2000 - November 2008

Skills
4+ years working with..., Product-Based..., Project Management..., Project Management, Digital Media, Content Management, User Experience, Web Project Management, Digital Strategy, Software Project..., Social Media, Program Management, Scrum, Agile Methodologies, JIRA, Product Development

Education
Baruch College, City University of New York (CUNY)   1997 — 1999
B.A. in Business Administration – Computer Information Systems

Doriel Jacov Doriel Jacov New York, New York Details
Doriel Jacov's UBS Wealth Management Experience January 2013 - April 2013
Job J.D Candidate at Benjamin N. Cardozo School of Law, Yeshiva University
Industry Law Practice
Experience
Capital One  July 2014 - July 2015
Moocho  October 2013 - May 2014
KCIC, LLC  June 2013 - August 2013
UBS Wealth Management   January 2013 - April 2013
Telemet America  September 2012 - December 2012
Auerbach Grayson  May 2012 - August 2012
George Washington University Business School   September 2011 - May 2012
Advantage Sea & Sports Camp   May 2010 - August 2010

Skills
Commercial Real Estate, REITs, Financial Statement..., Real Estate Investment, Banking, Microsoft Excel, Public Speaking, Strategic Communications, People Skills, Social Media

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2015 — 2018
Doctor of Law (J.D.)

The George Washington University - School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Finance, Minor in Political Science, Cum Laude, Dean's List

Colin Johannessen Colin Johannessen Greater New York City Area Details
Colin Johannessen's UBS Wealth Management Experience January 2008 - January 2011
Job Assistant Vice President, Law Firm Group Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  October 2014 - Present
J.P. Morgan Private Bank   July 2011 - June 2013
UBS Wealth Management   January 2008 - January 2011
UBS Wealth Management   June 2007 - August 2007
UBS Wealth Management   June 2006 - August 2006
UBS Investment Bank  June 2005 - August 2005

Skills
Management, Financial Services, Investments, Finance, Financial Analysis, Equities, Hedge Funds, Capital Markets, Portfolio Management, Fixed Income, Alternative Investments, Investment Banking, Asset Management, Derivatives, Mutual Funds

Education
Bentley University
BS, Finance

Kent School

Rumsey Hall

Olga Matunina Olga Matunina Miami, Florida Details
Olga Matunina's UBS Wealth Management Experience September 2008 - June 2009
Job Relocated to Miami,FL. Looking for a job in the financial industry in Miami, Fl
Industry Financial Services
Experience
Manhattan Spaces   September 2009 - March 2015
UBS Wealth Management   September 2008 - June 2009
SPRI Clinical Trials  July 2003 - August 2008

Skills
Negotiation, Investments, Real Estate, Investment Properties, Leadership, Brokerage, Real Estate Development, Asset Management, Selling, Condos, Rentals, Real Estate Transactions, Investors, Property Management

Education
St. Thomas University   2015 — 2016
Master’s Degree, Taxation

Baruch College, City University of New York (CUNY)   2005 — 2009
Bachelor of Business Administration, Finance & Investments

Jenny Feng Jenny Feng Greater New York City Area Details
Jenny Feng's UBS Wealth Management Experience October 2007 - December 2007
Job Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  March 2008 - Present
Salomon Smith Barney  October 2007 - January 2008
UBS Wealth Management   October 2007 - December 2007
Metropolitan Dental Associates   August 2006 - October 2007
Sylvan Learning Centers  April 2002 - August 2006

Education
Baruch College, City University of New York (CUNY)   2005 — 2008
BBA, Finance and Investments

Aliaksandra Zlotsina Aliaksandra Zlotsina Greater Chicago Area Details
Aliaksandra Zlotsina's UBS Wealth Management Experience April 2010 - September 2010
Job Associate at Legal & General Investment Management
Industry Financial Services
Experience
Legal & General Investment Management  September 2015 - Present
CME Group  June 2014 - August 2015
Merrill Lynch  October 2013 - January 2014
Swiss Re  January 2013 - August 2013
DTCC  January 2012 - January 2013
CCG Real Estate Brokerage & Acquisition   February 2011 - January 2013
UBS Wealth Management   April 2010 - September 2010

Skills
Risk Management, Portfolio Management, Project Portfolio..., Financial Analysis, Asset Managment, Banking, Asset Management, Finance, Bloomberg, Equities, Analysis, Process Improvement, Credit, Investments, Accounting, Management, Project Management, Financial Modeling, Dodd-Frank

Education
Baruch College   2008 — 2012
Bachelor, Finance/Investment

Manhattan College

Boris Moreyn Boris Moreyn Greater New York City Area Details
Boris Moreyn's UBS Wealth Management Experience 1992 - Present
Job Payments and Cash Management specialist and support manager
Industry Financial Services
Experience
UBS Wealth Management   1992 - Present
UBS  1992 - Present
Bankers Trust, aka Deutche Bank   1989 - 1991
Citibank  1985 - 1989
Stevens Insitute of Technology   1983 - 1985

Skills
Risk Management, FX Options, User Acceptance Testing, Trading Systems, Investment Banking, Payments, Cash Management, Back Office, Unix, Business Continuity..., Fixed Income, Equities, Operational Risk

Education
Baruch College, City University of New York (CUNY)   1980 — 1984

Terence Condren Terence Condren Greater Boston Area Details
Terence Condren's UBS Wealth Management Experience March 2014 - Present
Job Senior Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2014 - Present
Daintree Advisors LLC  December 2012 - March 2014
Bank of America  April 2008 - December 2012
Bank of America  July 2007 - April 2008
Bank of America  May 2002 - June 2007
State Street Global Advisors  November 1999 - May 2002
Deloitte & Touche  September 1998 - November 1999
Hutchins, Wheeler & Dittmar   August 1994 - July 1998

Skills
Estate Planning, Six Sigma, Management, Wealth Management, Financial Planners, Banking, Wealth Management...

Education
Northeastern University School of Law   1991 — 1994
JD, Law

Ithaca College   1986 — 1990
Bachelor of Arts (B.A.), Psychology and English

Bentley College - Elkin B. McCallum Graduate School of Business

Bentley College - Elkin B. McCallum Graduate School of Business

Jared Herst Jared Herst New York, New York Details
Jared Herst's UBS Wealth Management Experience September 2003 - June 2006
Job Benefits & Pensions, PSC/CUNY
Industry Nonprofit Organization Management
Experience
PSC/CUNY   June 2011 - Present
TIAA-CREF  April 2007 - June 2011
TIAA-CREF  June 2006 - April 2007
UBS Wealth Management   September 2003 - June 2006
First Princeton Asset Management   September 2001 - September 2003
Allianz Global Investors  September 2000 - September 2001
DZ Bank  August 1998 - August 2000
Erste Bank  December 1996 - August 1998
The Riverside Company  April 1996 - December 1996

Skills
Investments, Mutual Funds, Investment Strategies, Retirement Planning, Retirement, Defined Benefit, Equities, Strategic Financial..., Strategy, Investment Management, Series 7, Employee Benefits, Management, 403 b, Uniform Combined State..., Pensions, Wealth Management, Financial Planning, Siebel CRM, Microsoft Office Xp, Series 66, Life and Health..., defined benefit..., 401(k), 403(b), Nonprofits, Public Speaking, Human Resources, Onboarding, Microsoft Office

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2015
Executive Master of Science in Industrial and Labor Relations (MSILR), Compensation, organizational psychology, labor relations, and management and training, 3.6

University of Denver   1991 — 1995
BSBA, International Business

Andrew Puryear, CFA Andrew Puryear, CFA Dallas/Fort Worth Area Details
Andrew Puryear, CFA's UBS Wealth Management Experience November 2011 - Present
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2011 - Present
Bernstein Global Wealth Management  July 2008 - November 2011
Prospera Financial  October 2006 - July 2008

Education
Southern Methodist University - Cox School of Business   2010 — 2012
MBA, Finance

Baylor University   2002 — 2006
Bachelor of Business Administration (BBA), Finance, General

Baylor University - Hankamer School of Business   2002 — 2006
Finance, Finance

Russell Kempf Russell Kempf Greater New York City Area Details
Russell Kempf's UBS Wealth Management Experience February 2006 - April 2009
Job Vice President, Operational Risk Management at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  April 2015 - Present
UBS Financial Services  January 2014 - April 2015
UBS Financial Services  October 2010 - December 2013
UBS Financial Services  April 2009 - September 2010
UBS Wealth Management   February 2006 - April 2009
UBS  April 2005 - February 2006
UBS Investment Bank  November 2001 - October 2004
UBS Wealth Management   2000 - 2001
UBS Wealth Management   April 1999 - June 2000
UBS Wealth Management   February 1997 - April 1999

Skills
Risk Management, Wealth Management, Securities, Fixed Income, Business Continuity, Operational Risk, SSAE16, SOX 404, Banking, Program Management, Operational Risk..., Outsourcing, Financial Services, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Governance, Process Improvement, Due Diligence, Business Analysis, Management, Strategy

Education
Baruch College, City University of New York (CUNY)   1999 — 2000
MS, Finance

Fordham University   1990 — 1993
BA, History & Political Science

Tara Chiappone Tara Chiappone Greater New York City Area Details
Tara Chiappone's UBS Wealth Management Experience September 2004 - September 2006
Job Business Development Manager at CJM Wealth Management
Industry Financial Services
Experience
CJM Wealth Management   July 2015 - Present
Morgan Stanley Smith Barney  September 2009 - January 2011
Citi Smith Barney  September 2006 - September 2009
UBS Wealth Management   September 2004 - September 2006

Skills
FINRA, Investments, Securities, Risk Management, Financial Risk, KYC, AML, Financial Services, OFAC, Due Diligence, Securities Regulation, USA PATRIOT Act, Capital Markets, Mutual Funds, Equities, Anti Money Laundering, Hedge Funds

Education
Baruch College, City University of New York (CUNY)   1998 — 2002
Bachelor's degree, Business Journalism

Kellenberg Memorial High School   1994 — 1998

Cindy Tam Cindy Tam Greater New York City Area Details
Cindy Tam's UBS Wealth Management Experience September 2007 - May 2009
Job Employee at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  May 2009 - Present
UBS Wealth Management   September 2007 - May 2009
Baruch College  September 2007 - January 2008
Baruch College  May 2007 - January 2008
New York State Banking Department  May 2006 - January 2007

Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word

Education
City University of New York-Baruch College - Zicklin School of Business   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Investments

William C. Bryant High School   2001 — 2005

Jason Gong Jason Gong Greater New York City Area Details
Jason Gong's UBS Wealth Management Experience May 2014 - April 2015
Job SVP Senior Audit Manager at Citigroup
Industry Financial Services
Experience
Citi  April 2015 - Present
UBS Wealth Management   May 2014 - April 2015
Deloitte and Touche  January 2004 - April 2014

Education
University of Rochester, Simon Business School   2001 — 2003
Master in Finance

Beijing Foreign Studies University   1990 — 1994
Bachelor of Arts (B.A.), English Literature

Jesma Brown Jesma Brown Greater New York City Area Details
Jesma Brown's UBS Wealth Management Experience 2007 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2007 - Present
NABA  2000 - 2010
Deloitte & Touche  2002 - 2007

Skills
Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, US GAAP

Education
Baruch College, City University of New York (CUNY)   1998 — 2002

Baruch College, City University of New York (CUNY)   1998 — 2002
Accounting

Nicholas Gormley Nicholas Gormley Greater Los Angeles Area Details
Nicholas Gormley's UBS Wealth Management Experience September 1997 - April 2008
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley  April 2008 - Present
UBS Wealth Management   September 1997 - April 2008
Columbia Management  August 1992 - September 1997

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1992
Masters, Taxation

Bentley College - Elkin B. McCallum Graduate School of Business   1986 — 1990

MHS

Marblehed High

Paul Christakos Paul Christakos Greater New York City Area Details
Paul Christakos's UBS Wealth Management Experience February 1997 - Present
Job Executive Director at UBS
Industry Banking
Experience
UBS Wealth Management   February 1997 - Present

Skills
Liquidity Management, Cash Management, Hedge Funds, Fixed Income, Equities, FX Options, Financial Analysis, Derivatives, Investment Banking, Trading, Bloomberg, Capital Markets, Securities, Financial Markets, Middle Office

Education
Baruch College, City University of New York (CUNY)   1993 — 1997
BBA, Finance

Alex Kachanovskiy Alex Kachanovskiy Greater New York City Area Details
Alex Kachanovskiy's UBS Wealth Management Experience January 2009 - Present
Job Authorized Officer, Software Engineer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2009 - Present
UBS Wealth Management   January 2006 - December 2008
UBS Wealth Management   January 2004 - December 2005
PaineWebber  January 2000 - December 2003

Skills
Financial Services, Fixed Income, SDLC, Wealth Management, Business Analysis, Portfolio Management, Equities, Banking, Risk Management

Education
Stevens Institute of Technology   2004 — 2007
MS, Project Management

Baruch College   1996 — 2000
BA, Computer Information Systems (CIS)

Anna Kostenko Anna Kostenko Greater New York City Area Details
Anna Kostenko's UBS Wealth Management Experience January 2008 - April 2008
Job Associate at The Blackstone Group
Industry Real Estate
Experience
The Blackstone Group  June 2015 - Present
J.P. Morgan   June 2010 - May 2015
PineBridge Investments  June 2008 - November 2009
UBS Wealth Management   January 2008 - April 2008

Skills
Bloomberg, Financial Modeling, Investment Banking, Credit Risk, Equities, Hedge Funds, Valuation, Derivatives, Fixed Income, Investments, Capital Markets, Bloomberg Terminal, Corporate Finance, Private Equity, Portfolio Management

Education
Baruch College, City University of New York (CUNY)   2006 — 2010
BBA, Finance and Investments, Economics

Staten Island Technical High School   2002 — 2006

Joseph Einav Joseph Einav Greater New York City Area Details
Joseph Einav's UBS Wealth Management Experience June 2006 - August 2006
Job Real Estate Associate at Katten Muchin Rosenman LLP
Industry Real Estate
Experience
Katten Muchin Rosenman LLP  August 2014 - Present
Bingham McCutchen  November 2012 - July 2014
NYCREX®   2008 - January 2012
Bingham McCutchen  May 2011 - July 2011
Platinum Properties  March 2009 - January 2010
Royalton Group Inc   June 2008 - September 2008
Morgan Stanley  June 2007 - August 2007
UBS Wealth Management   June 2006 - August 2006

Skills
Real Estate, Affordable Housing, Real Estate Economics, Real Estate Transactions, Sales, Management, Negotiation, Landlords, Commercial Real Estate, Valuation, Private Equity, Apartments, Strategic Planning

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2009 — 2012
JD, Law

Syracuse University   2005 — 2009
BS, Finance and Accounting

Syracuse University - Martin J. Whitman School of Management   2005 — 2009
Bachelor of Sciene, Finance

Willie Ferrer Willie Ferrer Greater New York City Area Details
Willie Ferrer's UBS Wealth Management Experience March 2006 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2006 - Present
UBS Wealth Management   July 2004 - March 2006
Resources Connection  January 2004 - July 2004
HSBC Securities  March 2003 - January 2004
Mizuho Corp Bank   September 1993 - March 2003

Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Variance Analysis, Global Consolidation, Global Financial..., Financial Analysis, Financial Accounting, Banking, Process Improvement, System Implementations, SAP R/3, IFRS, SAP BI, Accounting Management

Education
University of Phoenix   2006 — 2009
MBA

Baruch College, City University of New York (CUNY)   1989 — 1992
BBA, Finance, Accounting

Alexander Khoyle Alexander Khoyle Greater New York City Area Details
Alexander Khoyle's UBS Wealth Management Experience 2000 - 2005
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
JPMorgan Chase  April 2011 - September 2013
Morgan Stanley  January 2006 - April 2011
Citi  January 2005 - January 2006
UBS Wealth Management   2000 - 2005

Skills
Fixed Income, Trading Systems, Derivatives, Equity Derivatives, Equities, Interest Rate..., Hedge Funds, FX Options, Capital Markets, Sybase, Risk Management, SDLC, SQL, Business Analysis, Java, Credit Derivatives, Quantitative Finance, Unix, Oracle, Market Risk

Education
Baruch College, City University of New York (CUNY)

Erin Correale Erin Correale New York, New York Details
Erin Correale's UBS Wealth Management Experience August 2007 - December 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management   May 2014 - Present
Sanctuary for Families  June 2012 - Present
UBS Financial Services Inc.  December 2008 - April 2014
UBS Wealth Management   August 2007 - December 2008
UBS Financial Services Inc.  May 2005 - August 2007
UBS Financial Services Inc.  January 2004 - May 2005
Bryan Cave LLP  September 2000 - December 2003

Skills
Litigation, Compliance, Arbitration, Dispute Resolution, Mediation, Pro Bono Program..., Broker Dealer Regulation, Risk Management, Legal Issues, Legal Advice, Financial Regulation, Broker-Dealer, Securities Litigation, Securities Regulation, Commercial Litigation, Legal Writing, Legal Compliance

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1997 — 2000
JD, Magna Cum Laude, Law

City University of New York City College   1993 — 1997
BA, Summa Cum Laude, Urban Legal Studies

Gregory Adams, CFP® Gregory Adams, CFP® Charlotte, North Carolina Area Details
Gregory Adams, CFP®'s UBS Wealth Management Experience November 2008 - April 2011
Job Senior Financial Advisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard  August 2013 - Present
Vanguard  April 2011 - August 2013
UBS Wealth Management   November 2008 - April 2011
TIAA-CREF  March 2006 - November 2008
TIAA-CREF  June 2005 - March 2006
The Vanguard Group  June 1998 - August 2005

Skills
Wealth Management, Strategic Financial..., Investments, Asset Allocation, Series 7, Estate Planning, Fixed Annuities, Finance, Insurance, Mutual Funds

Education
Queens University of Charlotte   2001 — 2003
CFP®, Certified Financial Planner Program

Belmont Abbey College   1994 — 1998
BA, Business

Robert Goldenberg Robert Goldenberg Greater New York City Area Details
Robert Goldenberg's UBS Wealth Management Experience 2000 - 2011
Job Managing Director & Senior Managing Counsel, BNY Mellon
Industry Legal Services
Experience
BNY Mellon  December 2013 - Present
Law Offices of Robert Goldenberg   2011 - 2013
UBS  2000 - 2011
UBS Wealth Management   2000 - 2011
Mayer Brown  1995 - 1999
Simpson Thacher & Bartlett LLP  1993 - 1996

Skills
FINRA

Education
Benjamin N. Cardozo School of Law, Yeshiva University

Perry Traina Perry Traina Greater New York City Area Details
Perry Traina's UBS Wealth Management Experience 1997 - Present
Job Compliance Officer at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   October 1997 - Present
UBS Wealth Management   1997 - Present
UBS  1997 - 2010

Skills
Securities, Equities, Series 7, Asset Management, FINRA, AML, Outlook, Policy, Series 63, Investments, Financial Analysis, Alternative Investments

Education
Tufts University   1983 — 1987
Bachelor of Arts, Economics

City University of New York-Baruch College - Zicklin School of Business
Master's of Business Administration, HRM/Organizational Behavior

Demetra Mileos Demetra Mileos Greater New York City Area Details
Demetra Mileos's UBS Wealth Management Experience 2008 - 2009
Job Manager, Acquisition Marketing at American Express
Industry Financial Services
Experience
American Express  2013 - Present
American Express  2010 - 2013
UBS Wealth Management   2008 - 2009
UBS Wealth Management   2006 - 2008
UBS Wealth Management   2005 - 2005
The Atlantic Bank of New York   2003 - 2004

Skills
Series 7, Financial Modeling, Valuation, Fixed Income, Equities, Alternative Investments, Marketing, Financial Services, Wealth Management, Portfolio Management

Education
Baruch College, City University of New York (CUNY)   2014 — 2017
Master of Business Administration (M.B.A.)

The Johns Hopkins University   2002 — 2006
BA, International Relations

Baruch College, City University of New York (CUNY)   2009 — 2010
Certificate in Financial Planning, CFP

Riverdale County School

Elliott Gordon Elliott Gordon Longmeadow, Massachusetts Details
Elliott Gordon's UBS Wealth Management Experience June 2011 - August 2011
Job Student at Bentley University
Industry Legislative Office
Experience
UBS Wealth Management   June 2011 - August 2011
Office of Congressman Richard E. Neal   June 2009 - August 2010
Hampden County District Attorney's Office  June 2006 - August 2010

Skills
Microsoft Office, PowerPoint, Social Media, Research, Public Speaking, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Public Relations, Community Outreach, Non-profits, Customer Service, Fundraising, Social Networking, Access, Data Analysis, Spanish

Education
Bentley University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Longmeadow High School   2004 — 2008

Michael Thompson, CFP Michael Thompson, CFP Greater Denver Area Details
Michael Thompson, CFP's UBS Wealth Management Experience August 2008 - September 2012
Job Aveo Capital Principal
Industry Financial Services
Experience
Aveo Capital Partners   September 2012 - Present
Stephen A. Kohn & Associates   August 2012 - Present
UBS Wealth Management   August 2008 - September 2012
Smith Barney  September 2004 - August 2008

Skills
Series 7, Wealth Management, Securities, Retirement Planning, Series 63, Estate Planning, Investments, Asset Managment, Fixed Annuities, Alternative Investments, Wealth Management..., Investment Advisory, FINRA, Strategic Financial..., Asset Allocation, Mutual Funds, Mergers, Equities, Investment Strategies, Hedge Funds

Education
Baylor University School of Law   1989 — 1991
JD

Yarit Fadel Yarit Fadel Fort Lauderdale, Florida Details
Yarit Fadel's UBS Wealth Management Experience January 2009 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
MetLife  January 2015 - Present
MetLife  March 2010 - December 2010
UBS Wealth Management   January 2009 - May 2009

Skills
Banking, Equities, Mutual Funds, Securities, Investments, Retirement Planning, Financial Analysis, Customer Service, Microsoft Office

Education
Baruch College, City University of New York (CUNY)
B.B.A, Finance and Investments

Kalman Fortoloczki Kalman Fortoloczki Greater Chicago Area Details
Kalman Fortoloczki's UBS Wealth Management Experience October 2004 - April 2009
Job Assistant Vice PresidentCompliance at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  May 2010 - Present
UBS Wealth Management   October 2004 - April 2009
UBS Wealth Management   October 1999 - October 2004
Simpson Thacher & Bartlett LLP  April 1999 - October 1999
Cravath, Swaine & Moore LLP   September 1989 - April 1999

Skills
Series 7, Series 24

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1986 — 1989
Law

Columbia University in the City of New York   1981 — 1985
BA, Biology, English

Somerville H.S.   1977 — 1981

Daniel Hickey-Ph.D. Daniel Hickey-Ph.D. Greater New York City Area Details
Daniel Hickey-Ph.D.'s UBS Wealth Management Experience April 2005 - April 2009
Job Senior Research Manager Consultant, Client Experience
Industry Market Research
Experience
MaritzCX  March 2010 - Present
UBS Wealth Management   April 2005 - April 2009
UBS  2005 - 2009
JPMorgan Chase  January 2004 - July 2004
JPMorgan Chase  1999 - 2004
JPMorgan Chase  October 1994 - November 1999

Education
The Graduate Center, City University of New York   1984 — 2000
PhD, Industrial/Organizational Psychology

Baruch College, City University of New York (CUNY)
Master of Science, Industrial/Organizational Psychology

Iona College
B.A., Psychology

Richard Chin Richard Chin Greater New York City Area Details
Richard Chin's UBS Wealth Management Experience July 2007 - June 2010
Job Application Support Analyst at Barclays Wealth
Industry Capital Markets
Experience
Barclays Wealth  September 2010 - Present
UBS Wealth Management   July 2007 - June 2010
UBS  1989 - June 2010
UBS Financial Services Inc.  2000 - 2010
UBS Investment Bank  2000 - 2002
Paine Webber  1998 - 2000
Bankers Trust - Deutsche Bank  1980 - 1998
Banker's Trust Company  1980 - 1998
Bankers Trust Company  1980 - 1989

Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives

Education
Pace University   1986 — 1994
MBA, Information Systems

Baruch College, City University of New York (CUNY)   1973 — 1976

Saskia Leslau Saskia Leslau Greater New York City Area Details
Saskia Leslau's UBS Wealth Management Experience June 2008 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   June 2008 - August 2008
InterContinental Hotels Group  June 2001 - February 2003
InterContinental Hotels Group  January 1999 - May 2001

Skills
Budgets, Hospitality, Hotels, Asset Managment

Education
Baruch College, City University of New York (CUNY)   2006 — 2009
BBA, Finance and Investments

Bergius School   1999 — 2001
Hotel Management, Hospitality

David Saenz David Saenz Greater New York City Area Details
David Saenz's UBS Wealth Management Experience 2001 - 2004
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  June 2015 - Present
BNP Paribas  July 2004 - Present
UBS Wealth Management   2001 - 2004

Skills
Valuation, Structured Products, Structured Finance, Risk Management, Middle Office, Investment Banking, Hedge Funds, Fixed Income, Equity Derivatives, Capital Markets, Credit Derivatives, Derivatives

Education
City University of New York-Baruch College - Zicklin School of Business   2002 — 2006
Master of Business Administration (M.B.A.), Finance, General

State University of New York at New Paltz   1993 — 1996
Bachelor's Degree, Philosophy

nikola zorijan nikola zorijan Greater New York City Area Details
nikola zorijan's UBS Wealth Management Experience February 2010 - June 2010
Job Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse  October 2011 - Present
Credit Suisse  September 2010 - October 2011
UBS Wealth Management   February 2010 - June 2010

Skills
Private Equity

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2011
BBA, Finance

Kantonsschule Zurich-Oerlikon   2000 — 2006

Alex Vayl Alex Vayl Greater New York City Area Details
Alex Vayl's UBS Wealth Management Experience 2005 - 2005
Job CoFounder and VP Marketing at NSONE Inc.
Industry Internet
Experience
NSONE Inc.  September 2013 - Present
Internap Network Services  January 2012 - September 2013
Voxel dot Net  February 2010 - December 2011
MerchantPlus Enterprise Solutions (MPES)   2008 - January 2010
Voxel dot Net  2006 - 2007
UBS Wealth Management   2005 - 2005
Blatt Billiards   2003 - 2005

Skills
E-commerce, Strategic Partnerships, SaaS, Marketing, Cloud Computing, Web Development, Drupal, Account Management, Managed Hosting, HTML, CSS, SEM, PPC, Affiliate Marketing, Web Analytics, Email Marketing, Demand Generation, Project Management, Wordpress, Microsoft Office, 3D Studio Max, AutoCAD, GTD, Ubersmith, Adobe Creative Suite, SEO, Online Advertising, Photography, Digital Marketing, Mobile Marketing, Online Marketing, WordPress, Management

Education
Baruch College   2001 — 2005
Bachelor of Business Administration (BBA), International Business, Cum Laude

Brooklyn Technical High School   1997 — 2001
Architecture

Jaime Kauffman Jaime Kauffman Greater New York City Area Details
Jaime Kauffman's UBS Wealth Management Experience October 2013 - Present
Job Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management   October 2013 - Present
UBS Wealth Management   November 2011 - October 2013
UBS Wealth Management   August 2008 - November 2011
UBS Wealth Management   September 2006 - July 2008
UBS Wealth Management   January 2005 - September 2006
UBS Wealth Management   January 2004 - January 2005
UBS  February 2002 - December 2003

Skills
Wealth Management, Portfolio Management, Credit Cards, Financial Services, Payments, Relationship Management, Private Banking, Banking, Investments, Fixed Income, Process Improvement, LSS, Six Sigma, ACH, Investment Banking, Securities, Capital Markets, Back Office, Mutual Funds, Asset Management, Derivatives, Risk Management, Business Analysis, Management, Leadership, Business Requirements, PMO

Education
Rider University   1995 — 1999
Bachelor of Arts (BA), Business Administration and Management, General

Belmont Abbey College   1994 — 1995

Mona Verma Mona Verma Greater New York City Area Details
Mona Verma's UBS Wealth Management Experience August 2010 - December 2010
Job FINRA Regulatory Coordinator
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   July 2014 - Present
Citi  February 2011 - July 2014
UBS Wealth Management   August 2010 - December 2010

Skills
Microsoft Excel, Regulatory Requirements, Options, Securities Regulation, VBA, Bloomberg, Capital Markets, Gap Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2010
BBA, Accounting

Laguardia Community College   2006 — 2008
Associate Degree in Accounting, Accounting and Finance

Kenisha Evelyn Kenisha Evelyn United States Details
Kenisha Evelyn's UBS Wealth Management Experience March 2007 - August 2011
Job Vice President at Citi
Industry Financial Services
Experience
Citi  May 2014 - Present
Citi  March 2013 - May 2014
JPMorgan Chase & Co.   August 2011 - March 2013
UBS Wealth Management   March 2007 - August 2011

Skills
Series 7, Series 63, Bonds, Equities, Mutual Funds, Securities, Fixed Income, Capital Markets, Financial Services

Education
Baruch College, City University of New York (CUNY)   2005 — 2007
MBA, Finance and Investments

Carleton University   2001 — 2004
Bachelor of Arts (B.A.), Economics

Cherlyn Agbayani Cherlyn Agbayani New York, New York Details
Cherlyn Agbayani's UBS Wealth Management Experience January 2011 - May 2011
Job Global Corporate Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   September 2013 - Present
Financial Women's Association  July 2011 - December 2013
JPMorgan Chase  June 2012 - August 2012
Financial Women's Association & HSBC   May 2012 - June 2012
Du Pasquier & Co.   September 2011 - December 2011
Goldman Sachs  June 2011 - August 2011
UBS Wealth Management   January 2011 - May 2011
AXA Equitable  January 2010 - March 2010
York University  February 2009 - August 2009

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2012
BBA, Finance & Investments

Bronte College of Canada - High School
Ontario Secondary School Diploma, Grade 12

Sri Sedaya - Subang Jaya
SPM, Science

Chen Gu Chen Gu Greater New York City Area Details
Chen Gu's UBS Wealth Management Experience August 2011 - July 2012
Job Funds Transfer Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  July 2012 - Present
UBS Wealth Management   August 2011 - July 2012
Vale Petroleum LLP   June 2011 - August 2011
Baruch College  February 2009 - January 2011

Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Finance, Bloomberg Terminal, Corporate Finance, Bloomberg, Economics, Derivatives, Valuation

Education
Baruch College, City University of New York (CUNY)   2008 — 2012

Eric Fulong Wu, MBA, FRM, CFA Eric Fulong Wu, MBA, FRM, CFA Greater New York City Area Details
Eric Fulong Wu, MBA, FRM, CFA's UBS Wealth Management Experience September 2007 - December 2007
Job Senior Valuation and Risk Analyst at HedgeServ
Industry Financial Services
Experience
HedgeServ  June 2011 - Present
Bank Hapoalim, BM   June 2008 - May 2011
UBS Wealth Management   September 2007 - December 2007

Skills
Risk Management, Microsoft Excel, Equity Derivatives, Bloomberg, Fixed Income, Derivatives, Equities, Valuation, Financial Risk, Hedge Funds, Financial Modeling, Options, Alternative Investments, Capital Markets

Education
Baruch College   2006 — 2008
MBA, Finance

Electronics, Science and Technology of China   2000 — 2003
MS, Mathematical Economics

Benjamin Hastings Benjamin Hastings Greater Seattle Area Details
Benjamin Hastings's UBS Wealth Management Experience June 2014 - August 2014
Job Student at Baylor University
Industry Defense & Space
Experience
Air Force Institute of Technology  July 2015 - August 2015
UBS Wealth Management   June 2014 - August 2014
Forza Italian Football   May 2013 - August 2013
Discovery Institute  September 2011 - December 2011

Skills
Matlab, C, C++, Verilog, VHDL, Pspice, Atmel AVR, SolidWorks, Adurino, Mathcad, Microsoft Excel, Microsoft Access, HTML, Technical Writing, Sports Journalism, Research

Education
Baylor University   2012 — 2016
Bachelor of Science Electrical and Computer Engineering, Electrical and Computer Engineering, Senior

Anwar J Farooqi Anwar J Farooqi Greater New York City Area Details
Anwar J Farooqi's UBS Wealth Management Experience 1995 - 2008
Job Financial Services Executive
Industry Financial Services
Experience
Broadridge Financial  2010 - 2015
UBS Wealth Management   1995 - 2008
Bank of America  1992 - 1995
PaineWebber Inc  1988 - 1992

Skills
Banking, Trading, Mutual Funds, Fixed Income, Management, Equities, Wealth Management, Financial Services, SDLC, Disaster Recovery, Investment Banking, Hedge Funds, Capital Markets, Securities, Organizational..., Product Development, Program Management, Change Management, IT Strategy

Education
Baruch College
Bachelor of Business Administration (BBA)

Daniela Lala Daniela Lala Brooklyn, New York Details
Daniela Lala's UBS Wealth Management Experience September 2009 - December 2009
Job Treasury Operarions Analyst at State Street
Industry Financial Services
Experience
State Street  February 2011 - Present
TD  July 2006 - February 2011
UBS Wealth Management   September 2009 - December 2009

Skills
Mutual Funds, Securities, Fund Accounting, Portfolio Management, Asset Managment, Swaps, Equity Swaps

Education
Baruch College   2007 — 2010
Bachelor of Business Administration (BBA), Investment and Finance

Cindy Vanderberry Cindy Vanderberry Ridgeland, Mississippi Details
Cindy Vanderberry's UBS Wealth Management Experience March 2003 - 2008
Job Senior Business Analyst at UnitedHealth Group
Industry Management Consulting
Experience
UnitedHealth Group  August 2014 - Present
American HealthTech  August 2011 - January 2014
John Hancock Financial Network, Southeastern Financial Partners   March 2009 - August 2010
UBS Wealth Management   March 2003 - 2008
Merrill Lynch  May 1989 - March 2003

Skills
Portfolio Management, Strategic Financial..., Market Analysis, Business Analysis, Risk Assessment, Key Performance..., SQL, Team Leadership, Key Account Management, Key Account Development, Project Management, Healthcare, Long-term Care, Training, Computer Software..., GoToMeeting, Webinar Development, Cloud Applications, Document Drafting, HIPAA, EMR, Interoperability, Point of Care, Citrix, E-Learning, New Business Development, Forecasting, Customer Service, Troubleshooting, Bomgar, Software Documentation, Sales Management, Strategic Planning, Relationship Management, Brand Development, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Newsletters, Account Management, PowerPoint, SQL Server Management..., Windows, Software Project..., Team Building, Management, Access, Multi Tasking

Education
Belhaven University
Bachelor of Science (BS), Business Administration and Management, General, 3.89

Robin Simon Robin Simon Brooklyn, New York Details
Robin Simon's UBS Wealth Management Experience August 2013 - Present
Job Trade Support Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2013 - Present

Education
Baruch College   2010 — 2013

Cara D. Stanley Cara D. Stanley Mount Vernon, New York Details
Cara D. Stanley's UBS Wealth Management Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   2008 - 2012

Education
Metropolitan College of New York   2007 — 2008
Master's degree, Public Administration, A

Baruch College

Oakwood College
Bachelor of Science (BS), Business Administration and Management, General

Dinesh Dayaram Dinesh Dayaram Greater Boston Area Details
Dinesh Dayaram's UBS Wealth Management Experience July 2013 - July 2013
Job Business Development & Operations at Easyship
Industry Internet
Experience
Easyship   May 2015 - July 2015
BTC China   June 2014 - August 2014
Kappa Sigma Investment Group   September 2013 - December 2013
UBS Wealth Management   July 2013 - July 2013
Robertsons Solicitors   June 2013 - June 2013

Skills
Market Research, Financial Analysis, Data Analysis, Financial Modeling, Entrepreneurship, Economic Policy, Microsoft Excel, Start-ups, Business Development, Wealth Management, Negotiation, Business Strategy, International Law, Payments, Dispute Resolution

Education
Bentley University   2012 — 2015
Bachelor of Science, Economics & Law

Previous Next

Select page