UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Luis Diego Rodriguez Luis Diego Rodriguez San Francisco, California Details
Luis Diego Rodriguez's UBS Wealth Management Experience May 2006 - August 2006
Job Supply Chain Manager, Produce & Floral
Industry International Trade and Development
Experience
Fair Trade USA  March 2015 - Present
Foundation for Sustainable Development  September 2014 - March 2015
Foundation for Sustainable Development  2012 - 2014
Kiva.org  January 2012 - July 2012
Self Employed  December 2011 - July 2012
MediaMax Network  July 2010 - September 2011
MediaMax Network  October 2007 - July 2010
Robert Half Finance & Accounting  May 2007 - October 2007
UBS Wealth Management   May 2006 - August 2006

Skills
NetSuite, ERP/CRM, Ad Hoc Reporting, Accounts Payable, Financial Forecasting, Financial Reporting, Cash Flow Management, Account Reconciliation, Spanish, Problem Solving, Quickbooks, Microsoft Office, Excel, Pivot Tables, SQL, Computer Hardware, Software Training, Tech Savvy, Microsoft Excel, QuickBooks, Management, Nonprofits, Fundraising, Leadership

Education
State University of New York at Stony Brook
Bachelor's degree

Universitat de Barcelona / University of Barcelona   2006 — 2006
Overseas Program

Urban Permaculture Institute - SF
Permaculture Design Certificate

Lisa Quadrini Lisa Quadrini Greater Philadelphia Area Details
Lisa Quadrini's UBS Wealth Management Experience 2008 - Present
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2008 - Present
Merrill Lynch  May 1999 - September 2008

Skills
Leadership, Wealth Management, Public Speaking, Alternative Investments, Equities, Series 7, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Financial Modeling, Real Estate, Financial Analysis, Strategic Financial..., Selling, Investment Strategies, Finance, Asset Management, Asset Managment, Hedge Funds, Series 63, Negotiation, Investment Properties

Education
University of Hartford   1988 — 1991
MBA, Finance

Syracuse University   1980 — 1984
BS, Accounting

Israel Zalmanson Israel Zalmanson Fair Lawn, New Jersey Details
Israel Zalmanson's UBS Wealth Management Experience 2011 - 2011
Job Computer consultant
Industry Information Technology and Services
Experience
Self-employed  August 2012 - Present
UPS  2011 - 2012
UBS Wealth Management   2011 - 2011

Skills
JCL, SQL, Windows Server, Active Directory, Servers, Microsoft SQL Server, COBOL, DB2, SDLC

Education
Tel Aviv University

Michael Abramo Michael Abramo Franklin, Massachusetts Details
Michael Abramo's UBS Wealth Management Experience 2006 - 2013
Job Senior Wealth Manager at Eastern Trust Wealth Management
Industry Financial Services
Experience
Eastern Trust Wealth Management   2013 - Present
UBS Wealth Management   2006 - 2013
Morgan Stanley Smith Barney  1997 - 2006

Skills
Investments, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Series 63, Asset Management, Alternative Investments, Fixed Income, Investment Strategies

Education
Suffolk University   1993 — 1997
Bachelor of Science (BS), Business Administration

Malden Catholic

Joseph Mello Joseph Mello Boston, Massachusetts Details
Joseph Mello's UBS Wealth Management Experience June 2001 - July 2003
Job Enterprise Application Sales Hyperion EPM at Oracle
Industry Capital Markets
Experience
Oracle  December 2014 - Present
Instinet Incorporated  May 2004 - July 2013
UBS Wealth Management   June 2001 - July 2003
Tucker Anthony INC.  1999 - 2001

Skills
Electronic Trading, Trading Systems, Equity Trading, Trade Cost Analysis, Algorithmic Trading, Execution Management..., Market Structure, Alternative Trading..., Business Analysis, Direct Market Access, Consultative Selling..., Product sales, Securities, Trading System, Hedge Funds, Trading, Equities, Bloomberg, Market Data, Series 7, Series 63, CRM, Prime Brokerage, Sales

Education
Syracuse University   1994 — 1997
Bachelor of Arts (BA), Economics

Syracuse University
Bachelor's degree

Jinmyon Coyne Jinmyon Coyne Greater New York City Area Details
Jinmyon Coyne's UBS Wealth Management Experience June 2011 - August 2011
Job Database Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2014 - Present
TIAA-CREF  July 2012 - January 2014
JPMorgan Chase  March 2012 - May 2012
Thomson Reuters  November 2011 - March 2012
UBS Wealth Management   June 2011 - August 2011
Thomson Reuters  June 2010 - May 2011

Education
Stevens Institute of Technology   2008 — 2012
BS, Quantitative Finance

Dumont High School   2004 — 2008

Jaime Fullana Jaime Fullana Boston, Massachusetts Details
Jaime Fullana's UBS Wealth Management Experience June 2014 - July 2014
Job Summer Intern at F&R Construction Group
Industry
Experience
UBS Wealth Management   June 2014 - July 2014
F&R Construction Group, Inc.   May 2013 - July 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Public Speaking, English, Analysis, Market Research, Corporate Finance, Finance

Education
Suffolk University   2011 — 2015
Bachelor's Degree, Business Administration and Management, Finance

Colegio San Ignacio De Loyola   2005 — 2011
High School

Frederick Pickering, CFA Frederick Pickering, CFA Boston, Massachusetts Details
Frederick Pickering, CFA's UBS Wealth Management Experience June 2008 - August 2008
Job Research Analyst, Managed Accounts
Industry Financial Services
Experience
Cerulli Associates  January 2015 - Present
Cerulli Associates  May 2012 - December 2014
Cerulli Associates  April 2011 - May 2012
Fidelity Investments  June 2010 - September 2010
Harvard University  June 2010 - August 2010
Stonehill College  July 2009 - May 2010
Stonehill College  October 2008 - May 2010
Merrill Lynch  January 2010 - March 2010
UBS Wealth Management   June 2008 - August 2008

Skills
Bloomberg Terminal, Statistics, Research, Economics, Wealth Management, Market Research, Investments, Microsoft Office, Econometrics, Portfolio Management, Stata, Linear Regression, R, Tableau, MySQL

Education
Stonehill College   2006 — 2010
Bachelors of Science in Business Administration, Finance, Economics

Portsmouth High

Jaime Herrera Jaime Herrera Coronado, California Details
Jaime Herrera's UBS Wealth Management Experience February 2005 - November 2010
Job Managing Director at Audentis Capital
Industry Venture Capital & Private Equity
Experience
Audentis Capital   November 2010 - Present
UBS Wealth Management   February 2005 - November 2010
Morgan Stanley  February 2004 - February 2005

Skills
Wealth Management, Intergenerational..., Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Financial Advisory, Financial Markets, Venture Capital, Capital Markets, Capital Raising, Project Finance, Project Planning, Aquisition, Buyouts, Negotiation, Emerging Markets, Alternative Investments, Corporate Finance, Mergers & Acquisitions, Equities, Investments, Valuation, Investment Banking, Financial Modeling, Fixed Income

Education
Harvard Business School   2013 — 2013
Strategic Financial Analysis for Business Evaluation

Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM   1998 — 2003
Bachelor of Science (BS), Economics

American School of Durango

Vincent Termini Vincent Termini New York, New York Details
Vincent Termini's UBS Wealth Management Experience May 2014 - August 2015
Job Client Delivery Manager at Fidessa
Industry Computer Software
Experience
Fidessa  September 2015 - Present
UBS Wealth Management   May 2014 - August 2015
UBS Investment Bank  August 2011 - May 2014
Stryker  May 2010 - September 2010

Skills
Microsoft Office, Project Management, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word, Leadership, Matlab, Networking, Sports, Customer Service, Public Speaking, Social Media Marketing, Program Management, Client Services, Business Analysis, Vendor Relationship..., Vendor Management, Stakeholder Management

Education
Stevens Institute of Technology   2007 — 2011
Bachelor of Science (B.S.), Pure and Applied Mathematics, Minor in Economics, 3.1

Timothy Quinto Timothy Quinto Elmhurst, New York Details
Timothy Quinto's UBS Wealth Management Experience 2009 - 2012
Job Technology Analyst at FXCM
Industry Financial Services
Experience
Primerica  2012 - Present
FXCM  2012 - Present
Self Employed  2012 - 2012
UBS Wealth Management   2009 - 2012

Skills
Java, DB2, Microsoft SQL Server, JavaScript, HTML, Websphere

Education
Stony Brook University   2006 — 2009
Bachelor of Science (B.S.), Computer Science

Griffin Vehar Griffin Vehar Rochester, New York Details
Griffin Vehar's UBS Wealth Management Experience July 2015 - Present
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
Stone Street Capital  June 2014 - Present
Stone Street Capital  January 2014 - May 2014
Gateway Lacrosse   June 2012 - August 2013
Performance Lacrosse  June 2012 - July 2012
Patsico Inc   May 2011 - August 2011

Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, People Skills, Leadership, Sales, Social Media, Salesforce.com, Social Networking, Coaching, Research, Customer Service, Management, Microsoft Excel, Time Management

Education
Syracuse University   2009 — 2014
Bachelor’s Degree, Sociology

Hudson High School   2005 — 2009

Elizaveta Chistyakova Elizaveta Chistyakova San Francisco Bay Area Details
Elizaveta Chistyakova's UBS Wealth Management Experience January 2014 - May 2014
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey  October 2014 - Present
Raymond James Financial Inc.  June 2014 - October 2014
UBS Wealth Management   January 2014 - May 2014
University of Miami  May 2013 - May 2014
Rose Capital Advisors   June 2013 - August 2013
Boston Merchant Financial Ltd.  June 2009 - August 2009
Suffolk University  September 2007 - May 2008

Skills
Financial Modeling, Finance, Equity Research, Valuation, Market Research

Education
University of Miami - School of Business   2012 — 2014
Bachelor of Business Administration, Finance, Magna Cum Laude

Suffolk University   2007 — 2009
Accounting and Finance

Jung Peng Jung Peng Old Greenwich, Connecticut Details
Jung Peng's UBS Wealth Management Experience September 1998 - May 2002
Job IT Finance at Starwood Hotels & Resorts Worldwide, Inc.
Industry Financial Services
Experience
Starwood Hotels & Resorts Worldwide, Inc.   December 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc.   July 2013 - November 2013
CRT Capital Group  2005 - 2013
RBS Greenwich Capital  June 2002 - September 2004
UBS Wealth Management   September 1998 - May 2002

Skills
Fixed Income, Bloomberg, Due Diligence, Microsoft Excel, Options, Bonds, Finance, Financial Reporting, PowerPoint, Access, Equities, Xtiva, Commission Web, Len Bole, Regulatory Requirements, FASB, Liquidity, Monarch, Great Plains Software, Product Control, P&L, General Ledger, Adobe Acrobat, Financial Services, Management, Income Statement, Accounting, Financial Risk, Analysis, Strategic Financial..., Corporate Finance, Emerging Markets, Financial Planning, Hedge Funds

Education
University of Rhode Island - College of Business Administration
Masters, Business

Stony Brook University
Bachelor of Arts (B.A.), Economics, Business

William Tejada William Tejada Bronx, New York Details
William Tejada's UBS Wealth Management Experience January 2015 - Present
Job Risk Analyst
Industry Financial Services
Experience
UBS Wealth Management   January 2015 - Present
MOM Brands  September 2010 - January 2015
Center for Excellence Stony Brook Univesity   September 2007 - May 2008

Skills
Microsoft Word, Excel..., Fluent in Spanish, Retail, Sales,..., Management, Sales, Retail, Merchandising, Marketing Strategy, Advertising, Data Entry, Selling, Accounts Receivable, Accounting, Retail Sales, Consumer Products, Microsoft Office, Sales Operations

Education
Stony Brook University   2004 — 2008
Bacelor of Art, Sociology and Business Minor

Timothy Bragg, CFP® at Wells Fargo Advisors, LLC Timothy Bragg, CFP® at Wells Fargo Advisors, LLC New York, New York Details
Timothy Bragg, CFP® at Wells Fargo Advisors, LLC's UBS Wealth Management Experience January 2002 - February 2009
Job Senior Vice PresidentInvestment Officer
Industry Financial Services
Experience
Wells Fargo Advisors  February 2009 - Present
UBS Wealth Management   January 2002 - February 2009
J.P. Morgan   June 1999 - January 2002
Hambrecht & Quist  February 1994 - June 1999

Skills
Portfolio Management, Finance, Financial Services, Equities, Investments, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Fixed Income

Education
Stonehill College

Isaac Juliao Isaac Juliao North Miami Beach, Florida Details
Isaac Juliao's UBS Wealth Management Experience May 2004 - September 2004
Job Experienced professional in Public Relations, Marketing and Business Development in Restaurant, Energy & Entertainment
Industry Entertainment
Experience
Subway  February 2015 - Present
MetroBlue Entertainment LLC   September 2001 - Present
US OIL GUATEMALA S.A.   January 2007 - August 2014
KC PORTER   August 2006 - November 2006
QUALITEX   September 2005 - July 2006
UBS Wealth Management   May 2004 - September 2004

Skills
Tour Management, Artist management, Financial Modeling, New Business Development, Business Strategy, Music Industry, Oil & Gas Industry, Public Relations, Economics, Marketing Communications, Talent Management, Management, Social Networking, Leadership, Marketing Strategy, Strategic Planning, Marketing, Sales, Strategy, Training, Entrepreneurship, Market Analysis, Start-ups, Strategic Partnerships, Business Development, Business Planning, Finance

Education
Suffolk University   2001 — 2005
BSBA, FINANCE/PUBLIC RELATIONS/ECONOMICS

CMSFQ   1995 — 2000
High School, 12

Caitlin Mara Caitlin Mara Greater New York City Area Details
Caitlin Mara's UBS Wealth Management Experience July 2007 - October 2008
Job Commissioning Editor at Cambridge University Press
Industry Publishing
Experience
Cambridge University Press  September 2014 - Present
Cambridge University Press  May 2013 - September 2014
El Mundo del Flamenco / ArtsFlamenco NY   October 2010 - June 2014
Cambridge University Press  September 2011 - May 2013
Cambridge University Press  October 2007 - September 2011
UBS Wealth Management   July 2007 - October 2008
UBS Wealth Management   June 2003 - July 2007

Skills
Publishing, Copy Editing, Academic Publishing, Content Development, Textbooks, Editing, Proofreading, Books, Text Editing, Editorial, Manuscript Development, ESL, Adobe Acrobat, Online Publishing, Web Content, Grammar, Publications, Content Management, Manuscript, Content Strategy, Line Editing, Fact-checking, Freelance Writing, Creative Writing, Copywriting, Literature, Copy editing

Education
Teachers College of Columbia University   2004 — 2007
M.A., Applied Linguistics

The College of New Jersey
B.A., English

St. Dominic Academy
High School Diploma

Jason Berger Jason Berger Greater New York City Area Details
Jason Berger's UBS Wealth Management Experience June 2012 - August 2012
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
JPMorgan Chase  June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Bloomingdale's  June 2011 - January 2012
Camp Saginaw  June 2010 - August 2010

Education
Syracuse University - Martin J. Whitman School of Management   2010 — 2014

Ngozi Ohakam Ngozi Ohakam Greater Nashville Area Details
Ngozi Ohakam's UBS Wealth Management Experience November 2014 - Present
Job Quailty Assurance Analyst
Industry Information Technology and Services
Experience
UBS Wealth Management   November 2014 - Present
Cognizant - MedImmune   April 2014 - September 2014
Cognizant- Take Care Health Systems   January 2013 - March 2014

Skills
Microsoft Office, HTML, Visio, Java, Microsoft SQL Server, HP Quality Center, SDLC, PowerPoint, Project Management, Risk Management, System Integration..., Functional Testing, Performance Testing, Agile & Waterfall..., Microsoft Excel, SharePoint, JIRA, Leadership, Public Speaking, Research, Data Analysis, Social Media, Quality Assurance, SQL

Education
Syracuse University   2009 — 2012
Bachelor's of Science, Information Technology Project Management, Alumni

Russell Suskind Russell Suskind Detroit, Michigan Details
Russell Suskind's UBS Wealth Management Experience June 2013 - August 2013
Job CoFounder at Tuck Beds
Industry Internet
Experience
Tuck Beds   August 2015 - Present
Venture For America  July 2014 - Present
SLOPE   January 2015 - July 2015
LevelEleven  August 2014 - January 2015
UBS Wealth Management   June 2013 - August 2013
Fannation, LLC   March 2012 - September 2012
Pencil It In, LLC   May 2011 - September 2011
Morgan Stanley Smith Barney  May 2011 - August 2011
Automated   June 2010 - August 2010

Skills
Team Leadership, Innovation, Project Management, Entrepreneurship, PowerPoint, Microsoft Excel, Research, Analysis, Equities, Market Research, Management, Leadership, Facebook, Investments, Microsoft Office, Social Media

Education
Syracuse University - Martin J. Whitman School of Management   2010 — 2014
B.S. Entrepreneurship and Emerging Entreprises; Minor: Economics, Senior

The Gunnery   2009 — 2010
High School, Graduate

University School

Ryan Kiczek Ryan Kiczek Greater New York City Area Details
Ryan Kiczek's UBS Wealth Management Experience August 2012 - Present
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2012 - Present
UBS Wealth Management   June 2011 - August 2011
Ryan Financial   May 2010 - August 2010

Skills
Analysis, Financial Modeling, Equities, Fixed Income, Bloomberg Terminal, Option Pricing Models, Commodity Markets, VBA, Capital Markets, Valuation, Bloomberg, Data Analysis, Social Media, Project Management

Education
Stevens Institute of Technology   2014 — 2016
Master of Science (M.S.) Candidate, Financial Engineering (F.E.) - Algorithmic Trading

Stevens Institute of Technology   2008 — 2012
Bachelor of Science (B.S.), Business & Technology, Finance Concentration

Aaron Fullilove Aaron Fullilove Greater New York City Area Details
Aaron Fullilove's UBS Wealth Management Experience November 2008 - December 2009
Job Consultant at BCT Partners
Industry Higher Education
Experience
The Brunswick Group/ BCT Partners   November 2012 - January 2015
RPM Development Group  June 2011 - August 2011
Brick City Development Corporation  May 2010 - August 2010
UBS Wealth Management   November 2008 - December 2009
AXA Advisors  November 2006 - November 2008
TIAA-CREF  November 2005 - October 2006
New York Life  December 2004 - November 2005
New York Life Investment Management  1999 - 2004

Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting

Education
Rutgers University   2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing

Temple University   1995 — 1999
Bachelor of Business Administration (BBA), Accounting

St. Benedict's Prep.   1992 — 1995

Troy Spies Troy Spies Charlotte, North Carolina Area Details
Troy Spies's UBS Wealth Management Experience November 2012 - December 2013
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard  June 2014 - Present
UBS Wealth Management   November 2012 - December 2013
Cloister Car Wash  September 2008 - August 2011

Skills
Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Management, Leadership, Microsoft Word, Teamwork, Calculus, Time Management, Corporate Finance, Investments, Mutual Funds

Education
TEMPLE UNIVERSITY, Fox School of Business   2010 — 2014
Bachelor, Business Administration; Business - Finance, Senior

Temple University - Fox School of Business and Management   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Douglas Siegel Douglas Siegel Middletown, New Jersey Details
Douglas Siegel's UBS Wealth Management Experience November 2009 - Present
Job Head, WMA Compliance at UBS
Industry Financial Services
Experience
UBS Wealth Management   November 2009 - Present
UBS Wealth Management   August 2004 - November 2009
UBS Wealth Management   November 1998 - August 2004
Smith Barney  1986 - 1998

Skills
Securities, FINRA, Series 63, Hedge Funds, Securities Regulation, Mutual Funds, AML, Equities, Investment Advisory, Fixed Income, Wealth Management, Alternative Investments, Uniform Combined State...

Education
Syracuse University   1981 — 1985
Bachelor of Science (BS), Finance

Poly Prep   1977 — 1981

Waqar Khokhar Waqar Khokhar Greater New York City Area Details
Waqar Khokhar's UBS Wealth Management Experience August 2011 - January 2015
Job Cloud Security Engineer at BD
Industry Computer Software
Experience
BD  January 2015 - Present
UBS Wealth Management   August 2011 - January 2015
Atlanta Trading and Engineering Consulting   May 2011 - July 2011
Attila Technologies   September 2010 - May 2011
Stevens Institute of Technology  September 2008 - December 2010
UBS  June 2010 - August 2010

Skills
PHP, Java, C++, Python, JavaScript, ServiceMix, SQL, LDAP, C, NoSQL

Education
Stevens Institute of Technology   2007 — 2011
Master of Science, Computer Science

Stevens Institute of Technology   2007 — 2011
Bachelor of Science, CyberSecurity

Gary Wong Gary Wong Greater New York City Area Details
Gary Wong's UBS Wealth Management Experience August 2011 - January 2013
Job Software Engineer at TheLadders
Industry Computer Software
Experience
TheLadders  February 2013 - Present
UBS Wealth Management   August 2011 - January 2013
Stony Brook University  January 2009 - May 2011
UBS Wealth Management   June 2010 - August 2010
DFG Investment Advisers  February 2010 - June 2010
Stony Brook University  January 2009 - December 2009
White & Case  June 2008 - August 2008

Skills
Software Engineering, User Interface Design, Web Application Design, Human Computer..., Java, Object Oriented Design, MySQL, Web Applications, Software Development, SQL, Microsoft SQL Server, JSP, Distributed Systems, Algorithms, AJAX

Education
Stony Brook University   2010 — 2011
MS, Computer Science

Stony Brook University   2007 — 2010
BS, Computer Science (Human Computer Interaction)

Cecily Xu Cecily Xu Greater New York City Area Details
Cecily Xu's UBS Wealth Management Experience June 2010 - August 2010
Job Business Analyst at Reed Elsevier
Industry Financial Services
Experience
Reed Elsevier  June 2013 - Present
Lyoness Management Americas, Inc.   October 2012 - June 2013
Lyoness Management Americas, Inc.   April 2012 - October 2012
Wonton Food Inc  May 2011 - March 2012
Naok Financial   February 2011 - April 2011
UBS Wealth Management   June 2010 - August 2010
Wujiang Xianghao Textiles Company   January 2008 - August 2009
Cinda Securities  June 2008 - September 2008
Bank of China  June 2007 - September 2007

Skills
Bloomberg, Valuation, Corporate Finance, Equities, Portfolio Management, Investment Banking, Competitive Analysis, Investments, Asset Managment, Analysis, Due Diligence, Trading, Management

Education
Martin J. Whitman School of Management, Syracuse University   2009 — 2010
Master of Science, Finance

Syracuse University - Martin J. Whitman School of Management   2009 — 2010
Master, Finance

2005-2009 School of Economics, Huazhong University of Science and Technology   2005 — 2009
Bachelor, Financial Engineering

Jeffrey Stern Jeffrey Stern Greater New York City Area Details
Jeffrey Stern's UBS Wealth Management Experience May 2000 - August 2009
Job Firewall Security Engineer at Verizon Wireless
Industry Computer & Network Security
Experience
Verizon Wireless  May 2012 - Present
Hewlett-Packard  December 2011 - May 2012
Hess Corporation  September 2009 - March 2012
UBS Wealth Management   May 2000 - August 2009
Computer Associates International Inc  February 1998 - May 2000
Computer Associates (CA)   1997 - 2000
RCC  1995 - 1998
New York Power Authority  1992 - 1995

Skills
Netscreen, Firewalls, Juniper Firewalls, Security, VPN, Juniper, Network Security, Checkpoint, Computer Security, Networking, Information Security, VMware, Infrastructure, System Administration, Data Center, Load Balancing, Disaster Recovery, Troubleshooting, Bluecoat, Linux

Education
Syracuse University
B.A, Geography; environmental science

Syracuse University   1983 — 1987
BA

Wardlaw-Hartridge   1979 — 1983

Vimmi Harwani, PMP Vimmi Harwani, PMP Greater New York City Area Details
Vimmi Harwani, PMP's UBS Wealth Management Experience 2006 - 2008
Job Corporate Vice President, New York Life
Industry Information Services
Experience
New York Life  July 2013 - Present
Bank of America/Merrill Lynch  May 2011 - June 2013
Thomson Reuters  January 2010 - May 2011
NYK Logistics  October 2008 - December 2009
UBS Wealth Management   2006 - 2008
UBS Financial Services Inc  2006 - 2008
JP Morgan Chase  November 1999 - February 2006
KPMG  2006 - 2006

Skills
Project Management, Team Management, SDLC, Requirements Analysis, ITIL, PMO, Business Analysis, Testing, Cross-functional Team..., Quality Assurance, Change Management, PMP, Risk Management, Process Improvement, Requirements Gathering, Software Project..., Project Portfolio..., Analysis, Enterprise Software, Integration, Management, Business Requirements, Project Planning, SQL, Service Delivery, Six Sigma, Software Development, Strategy, User Acceptance Testing, Software Documentation, Program Management, Agile Methodologies, Vendor Management, IT Strategy, Business Process..., Consulting, Visio, Business Process

Education
Stevens Institute of Technology   2000 — 2005
MS, Management Information Systems

Chubb Instititute   1998 — 1999
Diploma, Computer Programming

Stevens Institute of Technology   1992 — 1996
BS, Chemical Biology

Brad Jacobson Brad Jacobson Bedminster, New Jersey Details
Brad Jacobson's UBS Wealth Management Experience December 2008 - May 2014
Job Managing Director at Oliver Luxxe Assets LLC
Industry Financial Services
Experience
Oliver Luxxe Assets LLC   May 2014 - Present
UBS Wealth Management   December 2008 - May 2014
Merrill Lynch  January 2003 - November 2008
Gibraltar Securities  January 1993 - December 2002

Skills
Portfolio Management, Wealth Management, Equities, Banking, Asset Management, Financial Analysis, Finance, Risk Management, Fixed Income, Alternative Investments, Investments, Series 7, Strategic Planning, Asset Allocation, Hedge Funds

Education
Syracuse University   1989 — 1993
Bachelor of Science (BS), Finance, General

Robert Koch Robert Koch Greater New York City Area Details
Robert Koch's UBS Wealth Management Experience June 2006 - December 2013
Job Retirement Income Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  April 2015 - Present
Pershing, a BNY Mellon company  December 2013 - April 2015
UBS Wealth Management   June 2006 - December 2013
Accenture  November 2002 - June 2006
Skanska USA Building Inc.  September 2001 - November 2002

Skills
Investments, Wealth Management, Financial Services, Mutual Funds, Risk Management, Chartered Retirement..., Series 7, Series 66, Retirement Plans, Data Management and..., Marketing, Business Development, Project Management, Morningstar, Asset Allocation, Investment Advisory, Strategic Financial..., Web Design, Data Mining, Pensions, Retirement Plan Fee..., IRAs, Defined Contribution, Target Date Funds, Financial Advisors, Retirement Planning, Strategy, Retirement, Financial Advisory, Series 63, Financial Planning

Education
Stevens Institute of Technology   2007 — 2010
Masters, Management of Information Systems

University of Notre Dame   1998 — 2001
BA, Finance (Minor in Computer Applications)

Rocky Medeo Rocky Medeo Greater New York City Area Details
Rocky Medeo's UBS Wealth Management Experience June 2012 - August 2012
Job Associate
Industry Financial Services
Experience
S&P Capital IQ  June 2015 - Present
S&P Capital IQ  January 2014 - June 2015
Morgan Stanley  August 2013 - October 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Equities, Microsoft Word, Data Analysis, Analysis, Corporate Finance, Economics, Management, Bloomberg, Financial Markets, Salesforce.com

Education
Syracuse University - Martin J. Whitman School of Management   2009 — 2013
Bachelor of Science (BS), Major: Finance, Minor: Economics

Jenny Wojtys Jenny Wojtys Hoboken, New Jersey Details
Jenny Wojtys's UBS Wealth Management Experience August 2013 - August 2015
Job Teaching Assistant & Grad Student at Stevens Institute of Technology
Industry Research
Experience
Stevens Institute of Technology  August 2015 - Present
UBS Wealth Management   August 2013 - August 2015
Michael Kors  August 2011 - June 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Office, PC, Microstation, Project Management, Calculus, AutoCAD, Solidworks, Visio, Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, Photoshop, Team Leadership

Education
Stevens Institute of Technology   2009 — 2013
Bachelor of Engineering (B.E.), Engineering/Industrial Management, Rising Senior

Wallington Jr./Sr. High School   2003 — 2009
High School Diploma

Stevens Institute of Technology
Master of Science (M.S.), Socio-technical Systems Engineering

Connor McCarthy Connor McCarthy Hanover, Massachusetts Details
Connor McCarthy's UBS Wealth Management Experience June 2015 - Present
Job Finance undergrad at Suffolk University Intern at UBS Wealth Management The Gold Group
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
Centerline Communications  May 2013 - September 2014
Bay State Breakers   September 2008 - September 2012
South Shore YMCA  May 2008 - September 2012
Axis Shield  September 2011 - April 2012

Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Smartsheet, ACAS, Computer Ease, Telecommunications..., Telecommunications..., Site Acquisition, Invoicing, Financial Accounting, Access, Accounting, Social Networking, Outlook, Microsoft Office, Social Media, PowerPoint, Customer Service, Public Speaking, Teamwork, Event Planning, Time Management, Management, Leadership, Research

Education
Suffolk University   2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance

Hebron Academy   2010 — 2011

Wendy Holmes Wendy Holmes Greater New York City Area Details
Wendy Holmes's UBS Wealth Management Experience August 2007 - April 2010
Job Director, Private Bank at Credit Suisse
Industry Banking
Experience
Credit Suisse  April 2010 - Present
UBS Wealth Management   August 2007 - April 2010
BBR Partners  November 2004 - May 2006

Skills
Portfolio Management, Credit, Investments, Financial Analysis, Wealth Management, Asset Management, Private Banking

Education
Syracuse University   1990 — 1994
BA, Psychology

Aimee McRae Aimee McRae Syracuse, New York Area Details
Aimee McRae's UBS Wealth Management Experience September 2006 - February 2012
Job Registered Wealth Management
Industry Investment Banking
Experience
UBS  September 2006 - February 2012
UBS Wealth Management   September 2006 - February 2012

Education
Syracuse University   1996 — 2000

Hackettstown High School   1990 — 1994

Sam Suchta Sam Suchta Greater New York City Area Details
Sam Suchta's UBS Wealth Management Experience April 2013 - June 2013
Job Associate Trader at INTL FCStone
Industry Financial Services
Experience
INTL FCStone Inc.  June 2015 - Present
INTL FCStone Inc.  June 2013 - June 2015
UBS Wealth Management   April 2013 - June 2013
JRW Capital   January 2013 - June 2013
Blue Cross Blue Shield of Michigan  May 2012 - August 2012
JRW Capital   March 2012 - May 2012
PITSS America LLC  May 2011 - August 2011
PITSS America LLC  March 2010 - August 2010

Skills
SharePoint Designer, Microsoft Excel, Java, R, Microsoft Word, MDX, Cognos, SharePoint, Quantitative Finance, Analytics

Education
Stevens Institute of Technology   2010 — 2014
Bachelor of Science, Quantitative Finance

Peter Carlson Peter Carlson Greater Minneapolis-St. Paul Area Details
Peter Carlson's UBS Wealth Management Experience 1996 - 2004
Job President at PWC Financial & Insurance Services, LLC
Industry Financial Services
Experience
PWC Financial & Insurance Services, LLC   January 2014 - Present
Minneapolis Financial Group  July 2004 - December 2013
UBS Wealth Management   1996 - 2004
RBC Wealth Management  1990 - 1996

Skills
Life Insurance, Disability Insurance, Estate Planning, Strategic Asset..., Long Term Care Planning, Alternative Investments, Defensive Strategies, Risk Management, Indexed Strategies, Investment Principles, Variable Annuities, Financial Advisory, Bonds, Portfolio Management, Strategic Planning, Series 65, IRAs, ETFs, Investment Strategies, Wealth Management..., Financial Goals, Investment Advisory, Mutual Funds, Succession Planning, Fixed Annuities, Wealth Management, Asset Management, Strategic Financial...

Education
University of Minnesota-Twin Cities   1967 — 1969
BS, Business Administration

Taylor University   1965 — 1967
General Studies - 2 years

Christos (Chris) Kanavos Christos (Chris) Kanavos Greater New York City Area Details
Christos (Chris) Kanavos's UBS Wealth Management Experience March 2015 - Present
Job Wealth Management Banking and Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   March 2015 - Present
Merrill Lynch  January 2012 - March 2015
Merrill Lynch  April 2011 - January 2012
Wells Fargo Financial  August 1998 - April 2011
Wells Fargo Financial  June 1995 - August 1998
Wells Fargo Financial  October 1994 - June 1995
Wells Fargo Financial  February 1994 - October 1994
Wells Fargo Financial  August 1991 - February 1994

Skills
Banking, Credit, Mortgage Lending, Loans, Portfolio Management, Finance, Financial Services, Management, Credit Analysis, Leadership, Risk Management, Loan Origination, Consumer Lending, Underwriting, Relationship Management, Financial Risk, Commercial Banking, Sales, Mortgage Banking, Financial Analysis, Credit Cards, Recruiting, Strategy, Training, Strategic Planning, Business Development, Analysis, Securities, Team Building, Sales Process, Wealth Management, Cash Management

Education
Stony Brook University
Bachelors, Double Major in Business and Economics

Rajiv Gupta PMP Rajiv Gupta PMP Greater New York City Area Details
Rajiv Gupta PMP's UBS Wealth Management Experience September 2009 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2009 - Present
UBS Wealth Management   August 2001 - September 2009
KGF Associates Inc   March 2000 - August 2001
Omnitech Automation   April 1997 - November 1998

Skills
Equities, SDLC, Fixed Income, Portfolio Management, Wealth Management

Education
Stevens Institute of Technology   2002 — 2005
MSIS, Information Systems

CDAC, Ahmedabad   1998 — 1999
Diploma, Center of Advanced Computing

University of Pune   1992 — 1997
B.E., Electrical Engineering

Saint Joseph Boy's High School

Sarah Wilyamowsky Sarah Wilyamowsky Greater New York City Area Details
Sarah Wilyamowsky's UBS Wealth Management Experience June 2007 - August 2007
Job Business Strategy/M&A and Investment Banking
Industry Investment Banking
Experience
Amdocs  August 2015 - Present
KPMG  September 2014 - August 2015
Bar-Ilan University  January 2015 - March 2015
lool ventures   July 2014 - August 2014
Duff & Phelps  March 2013 - September 2013
Duff & Phelps  2010 - March 2013
Duff & Phelps  August 2008 - September 2010
UBS Wealth Management   June 2007 - August 2007
Bloomberg LP  June 2007 - August 2007

Skills
Financial Modeling, Valuation, DCF Valuation, Equity Valuation, Business Valuation, Enterprise Valuation, Modeling, Intellectual Property..., Finance, Mergers & Acquisitions, Strategy, Hedge Funds, Management, Asset Management, Equities, Financial Analysis

Education
Tel Aviv University   2013 — 2014
Master of Business Administration (MBA), Strategy & Entepreneurship

Yeshiva University   2004 — 2008
BA, Economics

Andrew Christopher Andrew Christopher Boston, Massachusetts Details
Andrew Christopher's UBS Wealth Management Experience October 2008 - May 2010
Job Sales at VMTurbo
Industry Computer Software
Experience
VMTurbo  September 2013 - Present
Life Science Nation  February 2013 - September 2013
Clean Harbors  September 2012 - February 2013
Clean Harbors  May 2010 - September 2012
UBS Wealth Management   October 2008 - May 2010

Skills
Sales Process, Business Development, Cold Calling, New Business Development, Management, Training, Sales Operations, Financial Analysis, Auditing, Salesforce.com, Cloud Computing, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, VMTurbo, Market Research, Microsoft Word

Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General; Minor Economics

Winchester High School

Aliyah Furman Aliyah Furman Greater Philadelphia Area Details
Aliyah Furman's UBS Wealth Management Experience December 2012 - September 2013
Job Southeast Regional Director at Pennsylvania Department of Community & Economic Development
Industry Real Estate
Experience
Pennsylvania Department of Community & Economic Development  May 2015 - Present
Priton, LLC   October 2013 - Present
UBS Wealth Management   December 2012 - September 2013
Bob Casey for Senate  2010 - November 2012
Onorato for Governor  2009 - 2010

Skills
Finance, Strategic Financial..., Retirement Planning, Portfolio Management, Banking, Public Speaking, Investments, Fundraising, Equities, Financial Analysis, Financial Services, Risk Management, Valuation, Capital Markets, Alternative Investments, Hedge Funds, Financial Modeling, Due Diligence, Retirement, Asset Management, Estate Planning, Securities, Leadership, Corporate Finance, Data Analysis, Microsoft Excel, Economics, Strategy, Political Science, Strategic Planning, Mergers & Acquisitions, Insurance, Political Campaigns

Education
University of Pittsburgh   2005 — 2009
BA, Political Science and Communications

Tel Aviv University   2008 — 2008

James Yu, PMP James Yu, PMP Greater New York City Area Details
James Yu, PMP's UBS Wealth Management Experience September 2000 - August 2007
Job Project Manager at Addx Corporation
Industry Information Technology and Services
Experience
Addx Corporation  September 2010 - Present
GalaxE Solutions  January 2008 - May 2008
UBS Wealth Management   September 2000 - August 2007
Prudential Securities Inc.  1993 - 2000

Skills
PMI

Education
Stevens Institute of Technology   1984 — 1985
MS, Computer Science

Himakala Vasireddy Himakala Vasireddy Greater New York City Area Details
Himakala Vasireddy's UBS Wealth Management Experience February 2015 - Present
Job Director / UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2015 - Present
UBS Wealth Management   August 1999 - February 2015
PaineWebber  August 1999 - August 2003
Peoplesoft  November 1998 - March 1999
Compuware  April 1996 - August 1998

Skills
SDLC, Vendor Management, Agile Methodologies, Business Analysis, Microsoft SQL Server, Unix, Oracle, Risk Management, Requirements Analysis, Quality Assurance, Software Project..., Requirements Gathering, Testing

Education
Stevens Institute of Technology   2003 — 2005
MIS, Information Systems, A

Latchman Singh Latchman Singh Greater New York City Area Details
Latchman Singh's UBS Wealth Management Experience 2004 - 2006
Job Software Architect, Senior Consultant, Tech Founder
Industry Computer Software
Experience
Bloomberg LP  2011 - Present
LocalFountain   2012 - December 2014
Goldman Sachs Asset Management  2007 - 2010
Lehman Brothers  2006 - 2007
UBS Wealth Management   2004 - 2006
Health Automated Inc.   2003 - 2004

Skills
Software Development, Data Warehousing, SQL, SDLC, Agile Methodologies, Business Analysis, SOA, Databases, Requirements Analysis, XML, Web Services, Enterprise Architecture, Software Project..., Java, Unix, Architecture, Project Management, Start-ups, Microsoft SQL Server, Business Intelligence, Management, Entrepreneurship, Analytics, Spring, Agile Project Management, IT Strategy, Architectures, Integration, Java Enterprise Edition, Database Design, Enterprise Software, Software Engineering, Sybase, Solution Architecture, Oracle

Education
Stony Brook University   2001 — 2004
BS, Computer Science, Minor in Business Management

Andre Tosado Andre Tosado Greater New York City Area Details
Andre Tosado's UBS Wealth Management Experience November 2006 - June 2008
Job Combatives & SelfDefense Instructor
Industry Health, Wellness and Fitness
Experience
Defensivefit, LLC   April 2013 - Present
Barclays  September 2012 - December 2014
Barclays Capital  September 2008 - September 2012
UBS Wealth Management   November 2006 - June 2008
FundQuest  April 2004 - November 2006
Hanover Insurance Group, Inc   May 2000 - April 2004

Skills
Securities, Bloomberg, Fixed Income, Account Reconciliation, Middle Office, Derivatives, Capital Markets, Mutual Funds, Financial Analysis, Analysis, Alternative Investments, Finance, Financial Services, Trading, Options, Trading Systems, Investments, Risk Management, Settlement, Microsoft Excel, Business Analysis, Microsoft Office, Customer Service, Equities, Process Improvement, Leadership

Education
Suffolk University   2005 — 2005
Business credits, Business courses, 3.0

Worcester Technical Institute   1992 — 1994
Diploma, Graphic Design, 3.5

Henry Hu Henry Hu Greater New York City Area Details
Henry Hu's UBS Wealth Management Experience January 2007 - July 2012
Job Senior Data Analyst/Statistician at HSBC
Industry Financial Services
Experience
Fiserv  November 2012 - February 2013
UBS Wealth Management   January 2007 - July 2012
UBS Wealth Management   May 2004 - January 2007
TEKsystems  November 2002 - May 2004
Lehman Brothers  July 1999 - November 2002

Skills
Unix, Microsoft SQL Server, Oracle, Data Warehousing, SQL, ETL, PL/SQL, SDLC, Testing, Business Intelligence, Project Management, Visio, Databases, Access, Analysis, Data Analysis, Data Mining, HTML, MS Project, Relational Databases, Requirements Gathering, SharePoint, Shell Scripting, Software Documentation, Sybase, Systems Analysis, T-SQL, Unix Shell Scripting, User Acceptance Testing, VBA, VBScript, Visual Basic

Education
State University of New York at Stony Brook
Bachelor of Science (B.S.), Computer and Information Sciences, General

Mohammad Hashmi Mohammad Hashmi Greater New York City Area Details
Mohammad Hashmi's UBS Wealth Management Experience September 2003 - June 2004
Job AML Securities Specialist at Bank of America
Industry Financial Services
Experience
Bank of America - Merrill Lynch  January 2014 - Present
State Street  March 2013 - January 2014
J.P. Morgan   February 2012 - March 2013
J.P. Morgan   October 2008 - February 2012
UBS Wealth Management   September 2003 - June 2004

Skills
Microsoft Excel, Microsoft Word, Customer Service, Bloomberg, Lexis, Westlaw, People Skills, OFAC, Business Analysis, Business Intelligence, Suspicious Activity..., Prospect Research, Business Objects, Market Research, Financial Analysis, Analysis, Data Analysis, Economics, Finance, Risk Management, Management, Portfolio Management, Interpersonal..., Teamwork

Education
SUNY Stony Brook   2009 — 2010
Master of Arts, Public Policy

CUNY Queens College   2004 — 2008
Bachelor of Arts, Economics

Alexander S. Muller Alexander S. Muller Greater New York City Area Details
Alexander S. Muller's UBS Wealth Management Experience September 2009 - February 2010
Job Associate at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   July 2015 - Present
Santander Investment Securities Inc  July 2014 - July 2015
Santander Investment Securities Inc  November 2010 - July 2014
Santander Investment Securities Inc  July 2010 - November 2010
Barclays Capital  March 2010 - July 2010
UBS Wealth Management   September 2009 - February 2010

Skills
Bloomberg Terminal, Bloomberg TOMS, Murex Latam, Murex Europa, Tradeweb, Market Axess, Microsoft Office (all..., Kondor, Basic Spanish speaking..., Equities, Bloomberg Software, Kondor+, Middle Office, Murex, Fixed Income, Electronic Trading, Series 7, Bloomberg, Capital Markets, Credit, Derivatives, Financial Markets, Financial Modeling, Hedge Funds, Investment Banking, Options, Securities, Trading

Education
Syracuse University   2005 — 2009
BA

Syracuse University in Madrid   2008 — 2008
World Economy, Spanish

Brian Hawkins Brian Hawkins Greater Nashville Area Details
Brian Hawkins's UBS Wealth Management Experience January 2014 - February 2014
Job Software Engineer at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies  April 2015 - Present
State of Tennessee  January 2014 - January 2015
UBS Wealth Management   January 2014 - February 2014
Asurion  August 2013 - December 2013
Tennessee State University  January 2013 - August 2013
Communications & Information Technology ( CIT ) Department of Tennessee State University   December 2012 - June 2013
Tennessee State University  2008 - 2013
Communications & Information Technology ( CIT ) Department of Tennessee State University   January 2009 - December 2012
Estes Express Lines  June 2011 - August 2012

Skills
Test Systems, User Profile Management, Oracle, Vinimaya, Vendor Management, Government Procurement, Management, Microsoft Office, Policy Analysis, Government, Data Analysis, Troubleshooting, Analysis, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Research, Event Planning, Higher Education, Grant Writing, Teaching, Access, Training, Leadership

Education
Tennessee State University   2008 — 2013
Bachelor of Business Administration (BBA), Business Information Systems

Whitehaven High   2004 — 2008

Frank Naumann Frank Naumann Greater Philadelphia Area Details
Frank Naumann's UBS Wealth Management Experience March 2015 - August 2015
Job Student at Stockton University
Industry Financial Services
Experience
UBS Wealth Management   March 2015 - August 2015
Mobility On Wheels   June 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Customer Service, Team Leadership, Stock Research, Sales, Analysis

Education
Stockton University   2015 — 2016
Master of Business Administration (M.B.A.)

Stockton University   2011 — 2015
Bachelor of Science (B.S.), Finance, General

Chelsey Monks Chelsey Monks Greater Boston Area Details
Chelsey Monks's UBS Wealth Management Experience August 2014 - Present
Job Client Service Associate at UBS Wealth Management
Industry Higher Education
Experience
UBS Wealth Management   August 2014 - Present
UBS  April 2014 - Present
Legendary Restaurant Group   May 2013 - April 2014
Ameriprise Financial  November 2011 - March 2012
Suffolk University  2009 - 2012

Education
Suffolk University - Sawyer School of Management   2009 — 2013
Bachelor's Degree

Pembroke High School   2005 — 2009
Diploma, High School/Secondary Diplomas and Certificates

Jeffrey Bieber Jeffrey Bieber Greater New York City Area Details
Jeffrey Bieber's UBS Wealth Management Experience June 2011 - August 2011
Job 360i
Industry Marketing and Advertising
Experience
360i  October 2014 - Present
Syracuse University  August 2013 - April 2014
Syracuse University  July 2013 - January 2014
Monumental Sports & Entertainment  May 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011
Hold My Coat Management   June 2010 - August 2011
August Lang & Husak  June 2010 - August 2010

Skills
Advertising, Marketing Strategy, Social Media Marketing, Public Relations, PowerPoint, Microsoft Office, HTML, Social Media, Facebook, Video Editing, Marketing, New Media, Event Management, Marketing Communications, Leadership

Education
Syracuse University - S.I. Newhouse School of Communication   2013 — 2014
Master of Arts (M.A.), New Media Management, GPA 3.86

Syracuse University - Martin J. Whitman School of Management   2009 — 2013
Bachelor of Science (B.S.), Marketing Management, Graduated Cum Laude

Universitat de Barcelona   2011 — 2011

The Bullis School   2005 — 2009
Diploma, Regular/General High School, A-

Peter Boulos Peter Boulos Greater Boston Area Details
Peter Boulos's UBS Wealth Management Experience May 2013 - August 2013
Job Energy Analyst at SourceOne, Inc (DE)
Industry
Experience
SourceOne, Inc (DE)   October 2014 - Present
UBS Wealth Management   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Networking, Social Media, Facebook, Photoshop, Event Planning

Education
Syracuse University   2010 — 2014
Bachelor’s Degree, Economics

Kate Barchie Kate Barchie Greater New York City Area Details
Kate Barchie's UBS Wealth Management Experience August 2013 - November 2014
Job Executive Director, Client Solutions at Imprint
Industry Marketing and Advertising
Experience
Imprint  December 2014 - Present
UBS Wealth Management   August 2013 - November 2014
Dow Jones Content Lab   April 2010 - July 2013
Custom Solutions from SmartMoney   March 2007 - March 2010
Custom Solutions from SmartMoney   September 2002 - March 2007
Custom Solutions from SmartMoney   June 2001 - September 2002
MSNBC  January 1999 - June 2001
News 12 New Jersey  1997 - 1998

Skills
Content Strategy, Digital Marketing, Publishing, Integrated Marketing, Digital Media, Digital Strategy, Marketing Strategy, Content Development, Direct Mail, Newsletters, Magazines, Editorial, Marketing, Content Management, Email Marketing, Online Advertising, New Media, Strategy

Education
Syracuse University   1993 — 1997
Bachelor of Science, Broadcast Journalism

Travis Laine Travis Laine Dallas, Texas Details
Travis Laine's UBS Wealth Management Experience May 2009 - May 2010
Job Product Implementation Manager at AgriLogic Insurance Services, LLC
Industry Insurance
Experience
AgriLogic Insurance Services, LLC  September 2012 - Present
Highway Six Web Design   August 2007 - Present
AgriLogic Insurance Services, LLC  May 2010 - September 2012
UBS Wealth Management   May 2009 - May 2010
12th Man Foundation  April 2008 - August 2009
Texas Cable Association   December 2008 - January 2009
Enthought  April 2006 - September 2006

Skills
Microsoft Office, Customer Service, Finance, Bloomberg, Marketing, Cold Calling, Database Administration, Web Site Production, New Business Development, Data Analysis, Microsoft Excel, Access, Microsoft Word, Research, PowerPoint, Financial Modeling, Financial Analysis, SQL, Analysis, HTML, Risk Management, Business Analysis, Databases, Process Improvement, Underwriting, Market Research, Insurance, Microsoft SQL Server, Requirements Gathering, Training, Public Speaking

Education
Texas A&M University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.75

Tyler D. Patrick Tyler D. Patrick Mount Laurel, New Jersey Details
Tyler D. Patrick's UBS Wealth Management Experience May 2014 - August 2014
Job Susquehanna University Graduate
Industry Financial Services
Experience
McAdam Financially Advanced™  June 2015 - Present
UBS Wealth Management   May 2014 - August 2014
Larchmont Swim Club  May 2012 - August 2013

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Public Speaking, Team Leadership, Teamwork, Finance, Research, Customer Service

Education
Susquehanna University   2011 — 2015
Bachelor of Science (BS), Finance, General

Susquehanna University   2011 — 2015
Bachelor of Science (B.S.), Finance, General

Benjamin Dobbs Benjamin Dobbs Cookeville, Tennessee Details
Benjamin Dobbs's UBS Wealth Management Experience June 2014 - July 2015
Job Accountant at Hutchinson FTS
Industry Food & Beverages
Experience
Hutchinson FTS  July 2015 - Present
UBS Wealth Management   June 2014 - July 2015
Cracker Barrel Old Country Store  July 2011 - May 2014

Skills
Billing Process, Account Reconciliation, Customer Service, Microsoft Excel, Financial Accounting, Time Management, Sales, Management, Teamwork, Cross-functional..., Accounts Payable, Data Entry, Data Analysis

Education
Tennessee Technological University   2010 — 2014
Bachelor's degree, Accounting

Angela Craig Angela Craig Greater New York City Area Details
Angela Craig's UBS Wealth Management Experience November 2006 - March 2013
Job
Industry Financial Services
Experience
Morgan Stanley  July 2013 - Present
UBS Wealth Management   November 2006 - March 2013
Towers Perrin  August 2001 - June 2004

Skills
Sharepoint, Putty, Basic Unix, Microsoft Office, SDLC, Business Analysis, Vendor Management, IT Strategy, Risk Management, Requirements Analysis, Disaster Recovery, Program Management, IT Management, Data Center

Education
University of Phoenix   2014 — 2015
Masters Degree, Project Management

University of Phoenix   2003 — 2006
MBA, Human Resources

Temple University   1998 — 2001
BA, Human Resources and Risk Management and Insurance

Jefferson Cronan, CFP® Jefferson Cronan, CFP® Chattanooga, Tennessee Area Details
Jefferson Cronan, CFP®'s UBS Wealth Management Experience April 1994 - Present
Job Wealth Advisor / Branch Manager, Executive Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   April 1994 - Present

Skills
Risk Management, Wealth Management, Portfolio Management, Financial Planning

Education
Tennessee Technological University   1985 — 1989
BS, Finance, Economics

Gabrielle Fisher Gabrielle Fisher Greater New York City Area Details
Gabrielle Fisher's UBS Wealth Management Experience December 2004 - May 2005
Job Senior Technical Project Manager and Release Manager
Industry Financial Services
Experience
Estee Lauder Companies  May 2011 - June 2015
American Express  2010 - 2011
IBM  2005 - 2009
UBS Wealth Management   December 2004 - May 2005
The Bank of New York  June 2004 - May 2005
Bluefinch Corporation   October 2004 - January 2005
Zone One Audio and Visual   April 2004 - July 2004
Westchester Community Opportunity Program  April 2002 - March 2003
Central Park Conservancy  January 1998 - April 2001
Outward Bound  April 1995 - January 1997

Skills
Non-profits, Financial Services, E-commerce, Pharmaceutics, Change Management, Program Management, Management Consulting, Workshop Facilitation, Management, Cross-functional Team..., Project Management, Training

Education
Teachers College of Columbia University   2003 — 2005
M.A., Organizational Pyschology

University of Oregon   1990 — 1993
B.A., English Literature

Christian Paquette Christian Paquette Greater Boston Area Details
Christian Paquette's UBS Wealth Management Experience February 2002 - March 2003
Job Global Account Manager at Brainshark
Industry Market Research
Experience
Brainshark  April 2011 - July 2015
Thomson Reuters  December 2003 - April 2011
CitiStreet  April 2003 - November 2003
UBS Wealth Management   February 2002 - March 2003
Fidelity Investments  January 1997 - January 2002
Putnam Investments  January 1994 - January 1995

Skills
Strategic Partnerships, Key Account..., Financial Markets, Forecasting, Sales Process, CRM, B2B, Enterprise Software, Lead Generation, Negotiation, SaaS, Marketing Strategy, Finance, Selling, Product Management, Channel Partners, Sales Management, Market Research, Salesforce.com, Solution Selling, Sales, Sales Presentations

Education
Temple University   1989 — 1993
BACHELOR OF BUSINESS ADMINISTRATION, MARKETING

Samuel Sharaf Samuel Sharaf Egg Harbor Township, New Jersey Details
Samuel Sharaf's UBS Wealth Management Experience January 2013 - April 2013
Job Product Manager at Interactive Advisory Software
Industry Computer Software
Experience
Interactive Advisory Software  May 2013 - Present
UBS Wealth Management   January 2013 - April 2013
Macy's  February 2009 - December 2012

Skills
Finance, Logistics, Customer Service, Project Management, Research, Microsoft Office, Team Management, Leadership, Analysis, Communication, Requirements Gathering, Agile Project Management, Product Planning, Agile Methodologies, SaaS, Product Management

Education
Richard Stockton College of New Jersey   2010 — 2013
Bachelor of Science (B.S.), Finance

Egg Harbor Township High School   2005 — 2009

Brannon Johnson Brannon Johnson Pella, Iowa Details
Brannon Johnson's UBS Wealth Management Experience May 2015 - Present
Job Financial Analyst Intern at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
Taylor University  August 2014 - Present
Taylor University  August 2014 - May 2015
Main Street Advisory Group   June 2014 - August 2014
Crossroads of Pella   June 2011 - August 2014
Taylor University  August 2013 - May 2014

Skills
Critical Thinking, Project Planning, Teamwork, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Marketing, Management, Customer Service, Community Outreach, Microsoft Word, Social Media, Leadership, Communication, Research

Education
Taylor University   2012 — 2016
Bachelor of Arts (B.A.), Business Management & Marketing

Pella Community High School   2008 — 2012

Kevin Oleszewski Kevin Oleszewski Trenton, New Jersey Details
Kevin Oleszewski's UBS Wealth Management Experience May 2011 - June 2012
Job Private Banker
Industry Financial Services
Experience
Wells Fargo  April 2015 - Present
Wells Fargo Advisors, LLC  February 2014 - April 2015
Merrill Lynch  October 2012 - February 2014
Merrill Lynch  June 2012 - October 2012
UBS Wealth Management   May 2011 - June 2012

Skills
Retirement Planning, Investments, Financial Analysis, Fixed Annuities, Financial Services, PowerPoint, Finance, Insurance, Microsoft Word, Microsoft Office, Wealth Accumulation..., Financial Modeling, Financial Reporting, Financial Advisory, Estate Planning, Portfolio Management, Sales, Life Insurance, Problem Solving, Corporate Retirement..., Financial Markets, College Savings Plans, Accident & Health..., Client Services, Financial Planning, Variable Annuities, Unit Investment Trusts, Mutual Funds, Separately Managed..., Microsoft Excel, Cash Flow Analysis, Customer Service, Wealth Transfer..., Tax Free Income..., Credit Management, Home Equity Lines of..., Revolving Lines of...

Education
Temple University   2015 — 2016
Certificate in Financal Planning

Neumann University   2008 — 2012
Bachelor's Degree, Accounting, 3.1

Seth Schulder Seth Schulder New York, New York Details
Seth Schulder's UBS Wealth Management Experience April 2015 - Present
Job Financial Adviser, UBS
Industry Financial Services
Experience
UBS Wealth Management   April 2015 - Present
AXA Advisors  June 2014 - April 2015
Oppenheimer & Co.   June 2013 - August 2013
Kern Accounting & Tax, Inc.   June 2012 - August 2012
READER’S DIGEST ASSOCIATION, INC.   June 2008 - August 2011

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2014

Charul Singla Charul Singla Greater New York City Area Details
Charul Singla's UBS Wealth Management Experience July 2006 - Present
Job Project Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2013 - Present
UBS Wealth Management   July 2006 - Present
UBS Wealth Management   July 2006 - Present

Skills
Visio, Project Management, Project Plans, SharePoint, Test Cases, Microsoft Excel, Certified Scrum Master...

Education
Stevens Institute of Technology   2006 — 2009
Masters of Science, Technology Management

Stevens Institute of Technology   2002 — 2006
Bachelor of Engineering, Computer Engineering

Ryan Walters Ryan Walters Greater New York City Area Details
Ryan Walters's UBS Wealth Management Experience November 2011 - July 2012
Job Associate at Gartland and Mellina Group Capital Markets Consulting Practice
Industry Management Consulting
Experience
Gartland and Mellina Group  December 2014 - Present
Barclays Capital  September 2012 - November 2014
FDM Group  October 2010 - November 2014
UBS Wealth Management   November 2011 - July 2012
UBS Investment Bank  January 2011 - August 2011
Hawkeye Capital Group   August 2009 - October 2010
Skyhawks Lacrosse Academy   June 2007 - August 2009
English Lacrosse Association  September 2008 - April 2009

Skills
Excel, PowerPoint, Data Analysis, SharePoint, Technical Analysis, Market Research, Coaching, Presentation Development, Microsoft Excel, Equities, Time Management, Business Analysis, Investment Banking, Financial Modeling, Project Management, Risk Management, Management, Training, Financial Analysis, Analysis, Microsoft Office

Education
Susquehanna University   2004 — 2008
Bachelor of Science, Business Administration

Diana Locke Diana Locke Greater Boston Area Details
Diana Locke's UBS Wealth Management Experience May 2006 - November 2010
Job Investment Manager at The GW Group
Industry Financial Services
Experience
The GW Group   December 2010 - Present
UBS Wealth Management   May 2006 - November 2010

Skills
Investments, Financial Services, Series 7, Financial Analysis, Financial Planning, Sales, Mutual Funds, Equities, Securities, Microsoft Office

Education
Suffolk University - Sawyer Business School
BS/BA, Accounting

Tom Pane Tom Pane Greater New York City Area Details
Tom Pane's UBS Wealth Management Experience February 2010 - June 2011
Job SQM Associate at ISE
Industry Computer Software
Experience
ISE  November 2012 - Present
HUGE  July 2012 - November 2012
Mediaocean  July 2011 - July 2012
UBS Wealth Management   February 2010 - June 2011
Infosys  August 2008 - June 2011
Polo Ralph Lauren  2009 - 2009
FairHaven  November 2007 - January 2008
GE Energy  June 2006 - August 2007

Skills
Software Quality..., Quality Assurance, Java, SQL, Oracle SQL, Microsoft Office, Lotus Notes, Quality Center, JIRA, Alfresco, Computer Engineering, Rational Functional..., Software Development, User Acceptance Testing, QTP, Integration

Education
Syracuse University   2004 — 2008
B.Sc, Computer Engineering

Syracuse University   2004 — 2008
Bachelor of Science (B.S.), Computer Engineering

Syracuse University Study Abroad Program, CITY UNIVERSITY   2006 — 2007
Bachelor of Science (B.S.), Computer Engineering

Francis X. Owoo Francis X. Owoo Greater New York City Area Details
Francis X. Owoo's UBS Wealth Management Experience March 2011 - November 2011
Job Manager, Card Affiliates, Offer Governance and Consumer Practices at American Express
Industry Marketing and Advertising
Experience
American Express  May 2014 - Present
American Express  December 2012 - May 2014
Jewish Child Care Association  September 2012 - May 2014
J.P. Morgan   July 2012 - October 2012
UBS Wealth Management   March 2011 - November 2011
UBS Wealth Management   July 2009 - November 2011
UBS Wealth Management   July 2006 - August 2009
The Suffolk Standard   May 2005 - February 2006
The Princeton Review  September 2004 - May 2005

Skills
Marketing Communications, Social Media Marketing, Market Analysis, Reporting & Analysis, Marketing Strategy, Relationship Cultivation, Microsoft Excel, PowerPoint, Data Analysis, Event Management, Marketing, Controls, Risk Assessment, Risk Mitigation, Operational Risk, Operational Risk..., Direct Marketing, Analytics, Social Media, Advertising, Analysis, Management, Risk Management, Internal Controls, Leadership

Education
Stony Brook University   2005 — 2006
B.S., Economics

Stony Brook University   1999 — 2003
B.S., Psychology major, Biology minor

Mount Saint Michael Academy   1995 — 1999
Regents Diploma, Sciences

Evan Rodzevik Evan Rodzevik New York, New York Details
Evan Rodzevik's UBS Wealth Management Experience January 2006 - May 2006
Job Finance and Logistics Manager at Noi Solutions
Industry Apparel & Fashion
Experience
Noi Solutions  August 2011 - Present
ITT Water & Wastewater  July 2010 - June 2011
SimCo Benefit Advisors   February 2010 - July 2010
ITT Industries  November 2007 - December 2009
UBS Wealth Management   January 2006 - May 2006
Northwestern Mutual  May 2003 - September 2003

Skills
Management, Logistics, Financial Analysis, Sales, Customer Service, Retail, Financial Modeling, Finance, Forecasting, Microsoft Excel, Financial Reporting

Education
Syracuse University   2003 — 2006
Bachelors, Finance

Robert Procaccianti Robert Procaccianti Providence, Rhode Island Area Details
Robert Procaccianti's UBS Wealth Management Experience December 2008 - Present
Job Vice President Wealth Management, UBS
Industry Financial Services
Experience
UBS Wealth Management   December 2008 - Present
Merrill Lynch  August 2000 - December 2008

Education
Stonehill College   1996 — 2000
Bachelor of Arts (B.A.), Economics

Richard Kropp Richard Kropp San Francisco, California Details
Richard Kropp's UBS Wealth Management Experience April 2008 - June 2012
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab, Advisor Services  July 2012 - Present
UBS Wealth Management   April 2008 - June 2012
UBS Wealth Management Zurich, Switzerland   May 2007 - March 2008
UBS Wealth Management   October 2004 - April 2007
UBS Global Asset Management  June 2001 - October 2004
E*TRADE Financial  July 2000 - April 2001

Skills
Vendor Management, Product Management, Wealth Management, Portfolio Management, Project Management, Business Analysis, Mutual Funds, Business Case, Asset Allocation, Asset Managment

Education
Syracuse University   1986 — 1990
BS, Finance

Jeffrey Engleman Jeffrey Engleman Greater New York City Area Details
Jeffrey Engleman's UBS Wealth Management Experience June 2006 - October 2007
Job VP, Technical Operations at Currenex Inc.
Industry Financial Services
Experience
Currenex  October 2007 - Present
State Street  October 2007 - Present
UBS Wealth Management   June 2006 - October 2007
The Burgiss Group  January 2005 - August 2005

Skills
Perl, Trading Systems, Market Data, PHP, Electronic Trading, Python, Linux, Bash, Unix, Fixed Income, Low Latency, Derivatives, SQL, Cloud Computing, Financial Markets, Vendor Management, IT Strategy, Integration, SaaS, Agile Methodologies, Network Security, SDLC, Data Center, Equities

Education
Stevens Institute of Technology   2001 — 2006
Bachelors, Computer Engineering with a focus on embedded systems and network security

Miguel A Cervoni Miguel A Cervoni New York, New York Details
Miguel A Cervoni's UBS Wealth Management Experience May 2013 - Present
Job Managing Director / Complex Director UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2013 - Present
Ocean Bank  October 2007 - April 2013
Citigroup  January 2005 - October 2006
Citigroup Private Bank  January 2003 - December 2004
Citibank International  March 1996 - December 2002
Citigroup Private Bank  October 1992 - February 1996
Citibank Investment Bank   November 1990 - October 1992
Drexel Burnham Lambert  1987 - 1989

Education
Stevens Institute of Technology
Bachelor of Engineering (BE)

The University of Chicago Booth School of Business
MBA

University of Chicago
Master's degree

Al Schleicher Al Schleicher Greater New York City Area Details
Al Schleicher's UBS Wealth Management Experience 1997 - 2005
Job President at Advantage Business Solutions
Industry Information Technology and Services
Experience
Advantage Business Solutions   January 2011 - Present
Greenwich Computer Solutions   July 2005 - December 2010
UBS Financial Services  1997 - 2005
UBS  1997 - 2005
UBS Wealth Management   1997 - 2005

Skills
Enterprise Architecture, Vendor Management, Business Analysis, IT Strategy, Program Management, SDLC, IT Management, Wealth Management, Software Project..., Disaster Recovery, Strategy, Software Development, Financial Services

Education
Stony Brook University   1988 — 1992
BS, Computer Science

Victor Ouyang Victor Ouyang Greater New York City Area Details
Victor Ouyang's UBS Wealth Management Experience July 2007 - December 2009
Job Financial Systems Analyst CCAR
Industry Information Technology and Services
Experience
AIG  August 2014 - Present
AIG  December 2009 - August 2014
UBS Wealth Management   July 2007 - December 2009
Data Device Corporation  May 2005 - January 2007

Skills
Visio, SQL, SDLC, Microsoft SQL Server, SAP BPC, XML, Unix, Software Development, Active Directory, Microsoft Office, Access, Web Services, Eclipse, Java, C#, Perl, JavaScript, SAP BW, SAP Notes Management, Essbase, Sybase, OLAP, MS Project, Java Enterprise Edition, VBA, CA Clarity, IBM Clarity, Hyperion Enterprise, LDAP, Axiom, AxiomSL, SEC Financial Reporting, Regulatory Submissions, FR-2314, FRY-11, FRY-9C, CCAR, FRY-14, Federal Reporting, Comprehensive Capital..., Regulatory Reporting

Education
Stony Brook University
Bachelor's Degree, Information Systems

T.T. Wang T.T. Wang Greater New York City Area Details
T.T. Wang's UBS Wealth Management Experience Associate DirectorPaineWebber / UBS Financial Services1998 - Present
Job Associate Director at UBS Wealth Management
Industry Computer Software
Experience
UBS Wealth Management   Associate DirectorPaineWebber / UBS Financial Services1998 - Present
UBS  1998 - Present

Skills
Trading Systems, Wealth Management, Equities, Fixed Income, Portfolio Management, SDLC, Series 7, Risk Management, Financial Services, Banking, Requirements Gathering

Education
Tamkang University

Aaron Klein Aaron Klein Greater New York City Area Details
Aaron Klein's UBS Wealth Management Experience 2008 - 2009
Job Senior Client Manager at PMG.net
Industry Information Technology and Services
Experience
PMG.net  January 2012 - Present
Cadbury Adams/Kraft Foods   2009 - December 2011
UBS Wealth Management   2008 - 2009
JPMorgan Chase  2007 - 2008
Booz Allen Hamilton  2004 - 2007
TD Waterhouse  2002 - 2004
Arthur Andersen  1998 - 2002
Office of the Comptroller of the Currency  1989 - 1998

Skills
Performance Management, Business Analysis, Change Management, Business Process..., Strategy, Program Management, Management, Employee Engagement, Leadership, Personnel Management, Project Planning, Risk Management

Education
Syracuse University   1984 — 1988

LaShawn Shaw LaShawn Shaw Greater Nashville Area Details
LaShawn Shaw's UBS Wealth Management Experience May 2007 - June 2011
Job IT Project Manager
Industry Information Technology and Services
Experience
UBS Wealth Management   May 2007 - June 2011
UBS Wealth Management   January 2003 - May 2007
Paine Webber  June 2000 - January 2003
PaineWebber  January 2000 - January 2003
J.C. Bradford & Company   April 1996 - June 2000
Amicus Staffing   January 1995 - January 1996

Skills
XP, Microsoft Office, Visio, Access, Excel, Vendor Management, Word, Change Management, Planning, HP, Windows, Servers, Troubleshooting, Hardware, Problem Solving, Documentation, Computer Hardware, Windows Server, Deployment, Data Center, TCP/IP, Budgeting

Education
Tennessee State University   1993 — 1995
Masters of Education, Education

Tennessee State University   1989 — 1993
Bachelor of Science, Political Science

Paul Massenat Paul Massenat Greater Atlanta Area Details
Paul Massenat's UBS Wealth Management Experience March 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
UBS Wealth Management   March 2008 - Present

Education
Susquehanna University   1990 — 1994

April Kilgore April Kilgore Greater Nashville Area Details
April Kilgore's UBS Wealth Management Experience May 2008 - May 2015
Job Outsourcing at Stock Options and Solutions.
Industry Financial Services
Experience
Outsourcing at Stock Options and Solutions   April 2015 - Present
Mary Kay Inc.  1997 - July 2015
UBS Wealth Management   May 2008 - May 2015

Skills
Finance, Equities, Customer Service, Financial Services, Leadership, Microsoft Office, Process Improvement, Public Speaking, Team Building, Training, Banking, Event Planning, Financial Analysis, Microsoft Excel, Project Management, Sales

Education
Tennessee State University   1998 — 1999
MED, Educational Leadership

Tennessee State University   1991 — 1996
BBA, Business Administration

Kathy Sprague Kathy Sprague Greater New York City Area Details
Kathy Sprague's UBS Wealth Management Experience June 1999 - Present
Job product manager / business analyst
Industry Financial Services
Experience
UBS Wealth Management   June 1999 - Present
Merrill Lynch  1993 - 1999

Skills
Equities, Fixed Income, Business Analysis, Asset Allocation, Product Management, Securities, Trading Systems, Portfolio Management, Financial Services, Hedge Funds, Derivatives, Mutual Funds, Wealth Management, Capital Markets, Series 7

Education
Susquehanna University   1988 — 1992
Bachelor of Science (B.S.), Finance, General

Matthew Pacuk Matthew Pacuk Albany, New York Area Details
Matthew Pacuk's UBS Wealth Management Experience July 2006 - July 2013
Job Senior Software Developer at UBS Wealth Management
Industry Computer Software
Experience
KeyBank  July 2013 - Present
UBS Wealth Management   July 2006 - July 2013
Stony Brook University Telefund   September 2003 - May 2006

Skills
TFS, N-tier, Java, Web Applications, Core Java, RAD, XML, Software Design, SOA, AJAX

Education
Stony Brook University   2002 — 2006
B.S., Informatoin Systems

Andrew Xu, CFA Andrew Xu, CFA Greater New York City Area Details
Andrew Xu, CFA's UBS Wealth Management Experience August 2007 - February 2008
Job Assistant Vice President at Deutsche Bank, Private Wealth Management
Industry Financial Services
Experience
Deutsche Bank  February 2008 - Present
UBS Wealth Management   August 2007 - February 2008

Skills
Bloomberg Terminal, Microsoft Excel, ISDA, Risk Assessment, Security Analysis, Analysis, FX, Derivatives, Securities Lending, Swaps, Collateral Management, Negotiation, Equities, Credit Risk, Private Wealth..., Repos, F&O Agreements, Asset Management, Credit, Credit Derivatives, FX Options, Fixed Income, Loans, Risk Management, Securities, Structured Products, Trading, Wealth Management...

Education
New York University - Leonard N. Stern School of Business   2014 — 2017
Master of Business Administration (M.B.A.)

Stony Brook University   2003 — 2007
Bachelor, Finance / Economics

Stuyvesant High School

Kathy Fahey Kathy Fahey Tampa/St. Petersburg, Florida Area Details
Kathy Fahey's UBS Wealth Management Experience June 1980 - April 2012
Job QA Manager Raymond James
Industry Financial Services
Experience
Raymond James  May 2012 - Present
UBS Wealth Management   June 1980 - April 2012

Skills
Test Planning, Quality Center, User Acceptance Testing, Requirements Analysis, Test Management, System Testing, SDLC, Business Analysis, Trading Systems, Software Quality..., Requirements Gathering, Program Management, Testing, Business Requirements, PMO, Quality Assurance, Agile Methodologies, Software Project..., Vendor Management, Test Automation, Visio, SQL, Software Development, Regression Testing, Analysis, Process Improvement

Education
Stevens Institute of Technology   2007 — 2010
MSIS, Information Systems

Andrew Ruttkay Andrew Ruttkay Hungary area Details
Andrew Ruttkay's UBS Wealth Management Experience December 2004 - November 2005
Job Field Sales Team Lead Hungary Jacobs Douwe Egberts
Industry Food & Beverages
Experience
JACOBS DOUWE EGBERTS  July 2015 - Present
D.E MASTER BLENDERS 1753  July 2014 - July 2015
D.E MASTER BLENDERS 1753  May 2012 - June 2014
Dover Business English   July 2010 - May 2012
Hamilton James & Bruce   May 2008 - June 2010
Hudson Global Resources  December 2006 - April 2008
UBS Wealth Management   December 2004 - November 2005

Skills
Sales, Management, Executive Search, Recruiting, Negotiation, Account Management, International Business, Foreign Languages, Leadership, New Business Development, Recruitment Advertising

Education
Swinburne University of Technology   1999 — 2003
Bachelors, Finance and International Trade

Budapest Gazdasági Főiskola   2000 — 2001
one year Student exchange, International Business

Jiande He Jiande He Greater New York City Area Details
Jiande He's UBS Wealth Management Experience July 2005 - February 2006
Job Global Prime Finance Senior Manager at Scotia Bank
Industry Financial Services
Experience
Scotia Bank  May 2011 - Present
Barclays Capital  September 2008 - May 2011
Lehman Brothers  May 2008 - September 2008
Bear Stearns  February 2006 - May 2008
UBS Wealth Management   July 2005 - February 2006

Skills
Derivatives, Equities, Finance, Fixed Income, Prime Brokerage, Trading Systems, Trading, Investment Banking

Education
Stony Brook University   2001 — 2005
BS, Information Systems

Mark R. Guarino Mark R. Guarino Greater New York City Area Details
Mark R. Guarino's UBS Wealth Management Experience DirectorUBS Financial Services2003 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   DirectorUBS Financial Services2003 - Present

Education
Stonehill College

Manesh Bhatia Manesh Bhatia Greater New York City Area Details
Manesh Bhatia's UBS Wealth Management Experience November 2008 - May 2014
Job Executive Director UBS Group Technology Strategy & Transformation Program
Industry Financial Services
Experience
UBS  June 2014 - Present
UBS Wealth Management   November 2008 - May 2014
UBS Global Asset Management  April 2007 - October 2008
UBS Global Asset Management  September 2002 - May 2007
KPMG Consulting  June 2000 - August 2002

Skills
Vendor Management, IT Strategy, Program Management, Business Process..., Outsourcing, Governance, Offshoring, PMP, Risk Management, Business Relationship..., Leadership, Process Improvement, PMO, Business Transformation, Strategic Partnerships, Metrics, IT Transformation, Virtual Teams, Executive Management, Business Strategy, Management, IT Service Management, SDLC, Project Portfolio..., Stakeholder Management, IT Management, Change Management, Strategy

Education
London School of Economics and Political Science   1998 — 1999
M.Sc, Analysis Design & Management of Information Systems

Syracuse University   1998 — 1998
M.S., Information Management

University of London   1994 — 1997
BSc., Computer Science

Brian Carolan CPM® Brian Carolan CPM® Greater Boston Area Details
Brian Carolan CPM®'s UBS Wealth Management Experience November 2007 - Present
Job Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2007 - Present

Education
Syracuse University

Hardik Akhani Hardik Akhani Greater New York City Area Details
Hardik Akhani's UBS Wealth Management Experience September 2007 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
UBS Wealth Management   September 2007 - Present
Triesta Sciences   February 2002 - November 2003

Education
Sun   2007 — 2007
Certification, Sun Certified Java Programmer

Stevens Institute of Technology   2005 — 2007
Master of Science, Computer Science

Stevens Institute of Technology   2005 — 2006
Certification, Quantitative Software Engineering

Visvesvaraya Technological University   2000 — 2004
Bachelor of Science, Information Science

Robert Alfonso Robert Alfonso Greater New York City Area Details
Robert Alfonso's UBS Wealth Management Experience January 2001 - July 2008
Job Systems Analyst at Con Edison
Industry Financial Services
Experience
Con Edison  February 2009 - Present
UBS Wealth Management   January 2001 - July 2008
ubs  2001 - 2008
Morgan Stanley  January 1998 - January 2001
Metro-North Railroad  1993 - 1997

Education
Stevens Institute of Technology   2007 — 2011
MS, Information Systems

Jennifer Shen Jennifer Shen Greater New York City Area Details
Jennifer Shen's UBS Wealth Management Experience January 2014 - Present
Job Assistant Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2014 - Present
Jefferies & Company  June 2012 - January 2014
Ernst & Young  July 2010 - April 2012
Ernst & Young  August 2007 - July 2010

Education
Syracuse University - Martin J. Whitman School of Management   2005 — 2007
Master, Finance

Faith Gomez Faith Gomez Greater New York City Area Details
Faith Gomez's UBS Wealth Management Experience April 2015 - August 2015
Job Business Manager
Industry Financial Services
Experience
Credit Suisse  August 2015 - Present
UBS Wealth Management   April 2015 - August 2015
UBS Wealth Management   April 2014 - January 2015
UBS Investment Bank  March 2012 - March 2013
McGraw-Hill Federal Credit Union  August 2010 - March 2012
Chase  February 2008 - August 2010
NBC Universal  2009 - 2009
Sony Music Entertainment  2007 - 2008
Conde Nast  2007 - 2008
KCSA Worldwide  2006 - 2007

Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Digital Media, Event Planning, Marketing Communications, Financial Reporting, Business Analysis, Internal Audit, Operations Management, Investment Banking, Retail Banking, Employee Training, Financial Analysis, Press Releases, Editing, Publicity, Media Relations, New Media, Social Networking, Content Strategy, Entertainment, Marketing Strategy, Risk Management, Derivatives, Analysis, Digital Marketing, Fixed Income, Leadership, Equities

Education
St. Mary's University, Twickenham   2012 — 2013
Master of Business Administration (MBA), International Business

State University of New York at Stony Brook   2006 — 2009
Bachelors of Science, Business Management and Marketing

High School of Economics and Finance   2001 — 2005
Economics and Finance

Evan Druckman Evan Druckman Greater New York City Area Details
Evan Druckman's UBS Wealth Management Experience June 2009 - Present
Job Executive Director, Taxable and Tax Exempt Fixed Income, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   June 2009 - Present
UBS  June 2009 - Present
Merrill Lynch  August 1988 - January 2009

Skills
Bloomberg, Financial Risk, Securities, Fixed Income, Wealth Management, Equities, Capital Markets, Series 7, Bonds

Education
Stony Brook University
BA, Economics

Samantha Richards Samantha Richards Greater New York City Area Details
Samantha Richards's UBS Wealth Management Experience August 2005 - December 2010
Job AVP Business Risk and Control Management at HSBC
Industry Financial Services
Experience
HSBC  April 2013 - Present
Brown Brothers Harriman  November 2010 - Present
UBS Wealth Management   August 2005 - December 2010
UBS Wealth Management   August 2005 - January 2009

Education
Temple University - Fox School of Business and Management   2001 — 2005
BBA, Legal Studies

David W. Johnson David W. Johnson Greater New York City Area Details
David W. Johnson's UBS Wealth Management Experience 1987 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Private Client Group Asset Management   January 2009 - Present
UBS Wealth Management   1987 - 2009

Skills
•Retirement Planning •..., Wealth Management, Investments, Private Equity, Investment Advisory, Asset Management, Financial Advisory, Portfolio Management, Series 7, Strategic Financial..., Series 63, Securities, Alternative Investments, Asset Allocation, Mutual Funds

Education
Strome College of Business   1983 — 1987
BS, Business Finance

Rahul Alreja Rahul Alreja Greater New York City Area Details
Rahul Alreja's UBS Wealth Management Experience June 2006 - April 2008
Job Engineer at VJ Technologies
Industry Mechanical or Industrial Engineering
Experience
VJ Technologies  April 2008 - Present
UBS Wealth Management   June 2006 - April 2008
UBS  2006 - 2008

Education
Stony Brook University   2003 — 2006
BS, Computer Science

Ryan Einig Ryan Einig Greater New York City Area Details
Ryan Einig's UBS Wealth Management Experience November 2012 - Present
Job Financial Advisor, The Kleiman Wealth Management Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   November 2012 - Present
Oppenheimer & Co. Inc.   October 2011 - November 2012
Morgan Stanley  December 2007 - August 2011

Education
State University of New York at Stony Brook
BS in Business Management, Coursework in Finance, Economics, and Accounting

State University of New York at Albany

Massapequa High School

Rabindra Singh Rabindra Singh Greater New York City Area Details
Rabindra Singh's UBS Wealth Management Experience March 2012 - June 2012
Job Enterprise Data Architect at EY
Industry Information Technology and Services
Experience
EY  November 2014 - 2015
Citi  October 2012 - October 2014
UBS Wealth Management   March 2012 - June 2012
ahm  September 2011 - March 2012
Bloomberg  October 2010 - September 2011
First Data (Prepaid Division)   January 2004 - September 2010
Instinet Corporation  April 2003 - January 2004
Citi Bank, Jacksonville, FL   October 2002 - April 2003
Ria Financial  June 2001 - June 2002
Revlon  January 1997 - May 2001

Skills
Data Architecture, Logical Data Modeling, Physical Data Modeling, Dimensional Modeling, Relational Data Modeling, SDLC, Erwin, Oracle, PL/SQL, SQL Loader, ETL, Unix, Awk, Change Management, Data Warehousing, SQL Tuning, Informatica, Data Modeling, Database Design, Databases, Visio, Shell Scripting, Data Migration, Business Analysis, Requirements Analysis, Business Intelligence, Enterprise Architecture, Business Process

Education
Stevens Institute of Technology   2005 — 2006
M.S, PM (Persuing)

K.N.I.T   1987 — 1991
B.Tech, Computer Science and Engg.

sridevi yarramsetty sridevi yarramsetty United States Details
sridevi yarramsetty's UBS Wealth Management Experience January 2007 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   January 2007 - Present
Palisades Technology Partners  November 2005 - December 2007
Mellon Financial  February 2000 - November 2005

Education
Stevens Institute of Technology   2004 — 2007
M.S, computer science

St.Ann's college
B.S, computer science

Thomas Molloy Thomas Molloy Greater New York City Area Details
Thomas Molloy's UBS Wealth Management Experience April 2006 - July 2013
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2013 - Present
UBS Wealth Management   April 2006 - July 2013

Skills
Equities, Leveraged Finance, Wealth Management, Series 7, Fixed Income, ETFs, Hedge Funds, Structured Products, Alternative Investments, Investment Advisory, Series 63

Education
Stockton University   1986 — 1990
BA, Finance

Flora Elkin Flora Elkin Greater New York City Area Details
Flora Elkin's UBS Wealth Management Experience August 2009 - July 2010
Job Corporate FX Sales, Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2015 - Present
JPMorgan Chase  July 2013 - August 2015
JPMorgan Chase  July 2012 - June 2013
JP Morgan Chase  August 2010 - July 2012
UBS Wealth Management   August 2009 - July 2010
UBS Wealth Management   June 2009 - July 2010

Education
Stevens Institute of Technology   2006 — 2010
BS, Business and Technology

University of Sydney
Study Abroad, International Business

Damin Ma Damin Ma Greater New York City Area Details
Damin Ma's UBS Wealth Management Experience July 1999 - October 2009
Job WebSphere Administrator at Canon U.S Inc.
Industry Information Technology and Services
Experience
Canon U.S.A., Inc.   November 2009 - Present
UBS Wealth Management   July 1999 - October 2009
Prudential Securities  July 1997 - July 1999
Sikorsky Aircraft  July 1996 - July 1997
Bellcore  September 1995 - July 1996

Education
Stony Brook University   1991 — 1995
BS, Computer Science

Joseph Krist Joseph Krist Greater New York City Area Details
Joseph Krist's UBS Wealth Management Experience October 2009 - August 2014
Job Municipal Credit Consultant at municreditnews.com
Industry Financial Services
Experience
municreditnews.com   October 2014 - Present
UBS Wealth Management   October 2009 - August 2014
Lord Abbett & Co. LLC   November 2005 - March 2009
First Albany Corp  April 2003 - November 2005
Oppenheimer Funds  November 1989 - July 2002
Municipal Bond Investors Assurance Corp   January 1988 - November 1989
Manufacturers Hanover Trust Co  March 1980 - December 1987
Shearson Loeb Rhoades Securities   November 1978 - February 1980

Skills
Capital Markets, Bonds, Mutual Funds, Finance, Credit Analysis, Credit, Securities, Project Finance, Analysis, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Investments, Series 7, Financial Analysis

Education
Syracuse University   1973 — 1977
B.A, History, Economics

Syracuse University - Maxwell School   1973 — 1977
B.A., Economics, History

Oleg Medvedovskiy Oleg Medvedovskiy Greater New York City Area Details
Oleg Medvedovskiy's UBS Wealth Management Experience December 2005 - Present
Job lead programmer/analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2005 - Present
JPMorgan Chase  April 1999 - December 2003
NYC Board of Education  February 1998 - November 1998

Skills
VSAM, Fileaid, CICS, DB2, JCL, COBOL, Easytrieve, MVS, Endeavor, SPUFI, Xpediter, QMF, Unix, Production Support, Stored Procedures, IMS DB/DC, WebSphere MQ, Visio, Mainframe, Testing, XML, SQL, IBM Mainframe, TSO, SDLC, ISPF, z/OS, Websphere, Erwin, Requirements Gathering, Systems Analysis, Sybase, COBOLII, Data Modeling, Serena Changeman

Education
Stevens Institute of Technology   2008 — 2011
MSIS, Information Technology

Stevens Institute of Technology   2007 — 2010
Master of Science (MS), Information Technology, B+

Sean Tully, CRPC@ Sean Tully, CRPC@ Greater Philadelphia Area Details
Sean Tully, CRPC@'s UBS Wealth Management Experience December 2002 - December 2007
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Merrill Lynch  November 2007 - September 2012
UBS Wealth Management   December 2002 - December 2007
Lord, Abbett & Co. LLC   December 1997 - August 2001

Education
Richard Stockton College of New Jersey   1993 — 1995
Bachelor of Science, Chemistry

Columbia High School   1986 — 1990

Alberto Zamora Alberto Zamora Greater New York City Area Details
Alberto Zamora's UBS Wealth Management Experience June 2003 - August 2005
Job Vice President, Mobile Product Management at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ  December 2013 - Present
S&P Capital IQ  February 2013 - December 2013
S&P Capital IQ  October 2012 - February 2013
CarryQuote AG (Talent Acquisition by S&P Capital IQ)   July 2011 - September 2012
S&P Capital IQ  September 2010 - July 2011
TheMarkets.com (Acquired by S&P Capital IQ)   February 2007 - September 2010
TheMarkets.com  August 2005 - February 2007
UBS Wealth Management   June 2003 - August 2005
UBS Wealth Management   June 2001 - June 2003

Skills
Product Management, Product Demonstration, Mobile Applications, Product Development, Functional..., Competitive Analysis, Business Requirements, Product Strategy, Agile Methodologies, Strategic Partnerships, Relationship Management, SDLC, Cross-functional Team..., User Experience, Software Project..., Financial Services, Mobile Solutions, Requirement..., Product Launch, Product Evangelism, SaaS, Testing

Education
Syracuse University
Bachelor of Science, Information Management and Technology

Chadd J. Kodak Chadd J. Kodak Naples, Florida Area Details
Chadd J. Kodak's UBS Wealth Management Experience February 2003 - May 2007
Job Managing Director at JWKodak Capital Management LLC
Industry Investment Management
Experience
JWKodak Capital Management LLC   June 2007 - Present
UBS Wealth Management   February 2003 - May 2007
Wachovia Bank  July 2000 - January 2003

Skills
Management, Finance, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Retirement Planning

Education
Stonehill College   1992 — 1996
Business, Marketing, Finance, Economics

Krista ( Sticco ) Carr Krista ( Sticco ) Carr Greater New York City Area Details
Krista ( Sticco ) Carr's UBS Wealth Management Experience June 2011 - August 2011
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS  February 2015 - Present
UBS  August 2014 - February 2015
UBS Investment Bank  August 2013 - August 2014
UBS  August 2012 - August 2013
UBS Wealth Management   June 2011 - August 2011

Skills
Risk Management, Business Analysis, Access, Data Analysis, Finance, Visio, Microsoft Office, PowerPoint, Analysis, Management, MS Project, Process Improvement, Project Management, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Word, Process Automation, Operational Risk..., Analytics, Bloomberg, Budgets, Business Process..., Change Management, Corporate Finance, Economics, Equities, Fixed Income, Forecasting, Leadership, Market Research, Outlook, Program Management, Project Planning, Quality Assurance, Requirements Gathering, SharePoint, Software Documentation, Statistics, Strategic Planning, Team Leadership, Teamwork, Valuation, Wealth Management, Microsof, R&D, Innovation Management, Innovation, Big Data, Disruptive Technologies

Education
Stevens Institute of Technology   2008 — 2012
Bachelor's of Science, Business and Technology Minor in Economics and Finance

Edna Chen Edna Chen Greater New York City Area Details
Edna Chen's UBS Wealth Management Experience June 2008 - December 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
Invesco Ltd.  August 2011 - December 2014
UBS Wealth Management   June 2008 - December 2009
Smith Barney  August 2006 - June 2008

Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance

Addison Harris Addison Harris Boston, Massachusetts Details
Addison Harris's UBS Wealth Management Experience May 2010 - September 2010
Job Analyst at GMO
Industry Financial Services
Experience
GMO  April 2014 - Present
FactSet Research Systems  June 2011 - April 2014
UBS Wealth Management   May 2010 - September 2010
UBS Wealth Management   September 2009 - February 2010

Skills
Portfolio Management, Business Analysis, Valuation, Microsoft Excel, Fixed Income, Financial Modeling, Equities, Bloomberg, Financial Analysis, Finance, Asset Management

Education
Syracuse University   2007 — 2011
Bachelor of Science (BS), Finance, General

Syracuse University - Martin J. Whitman School of Management   2007 — 2011
Finance, Finance

Arlene Richman Arlene Richman Greater New York City Area Details
Arlene Richman's UBS Wealth Management Experience January 1987 - Present
Job Project Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 1987 - Present

Skills
Business Analysis, Equities, SDLC, Requirements Analysis, Trading Systems, Fixed Income, Vendor Management, Capital Markets, PMO, Financial Services, Project Management, Middle Office, Wealth Management, Securities, Investment Banking, Derivatives, Project Portfolio..., Portfolio Management, Risk Management

Education
State University of New York at Stony Brook
BA, Economics

Dan Weidman Dan Weidman Greater New York City Area Details
Dan Weidman's UBS Wealth Management Experience November 1997 - August 2010
Job Vice President at Citi
Industry Financial Services
Experience
Citi  August 2015 - Present
Goldman Sachs  August 2013 - July 2015
Bank of America Merrill Lynch  March 2013 - August 2013
Bank of America  August 2010 - February 2013
UBS Wealth Management   November 1997 - August 2010

Education
Stevens Institute of Technology   2000 — 2003
Master of Information Management, Information Management

Queen's College   1993 — 1997

Rosa Pretzer Rosa Pretzer United States Details
Rosa Pretzer's UBS Wealth Management Experience August 2006 - Present
Job
Industry
Experience
UBS Wealth Management   August 2006 - Present

Education
South Hampton College
B.A. Fine Arts, The Arts

Suffolk County Community College
A.A, The Arts

Scott Stoner Scott Stoner Greater New York City Area Details
Scott Stoner's UBS Wealth Management Experience January 2010 - December 2014
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
UBS Wealth Management   January 2010 - December 2014
UBS Wealth Management   January 2010 - December 2014
UBS Wealth Management   May 2009 - December 2009
UBS Wealth Management   July 2007 - April 2009
UBS Wealth Management   June 2006 - August 2006

Skills
Data Analysis, Business Case, Project Execution, Analysis, Requirements Analysis, Project Planning

Education
Stevens Institute of Technology   2005 — 2008
Masters of Engineering, Systems Engineering

Stevens Institute of Technology   2003 — 2007
Bachelors of Engineering, Engineering Management

Teo Demetriades, PMP Teo Demetriades, PMP Greater New York City Area Details
Teo Demetriades, PMP's UBS Wealth Management Experience July 2007 - May 2013
Job Manager Program Management, FSR Group at PwC
Industry Financial Services
Experience
PwC  February 2015 - Present
Deutsche Bank  May 2013 - February 2015
UBS Wealth Management   July 2007 - May 2013
Westfalia Separator  May 2006 - December 2006
Tangram Company LLC   May 2005 - September 2005
Castrol  June 2003 - January 2005

Skills
Fixed Income, Equities, Trading Systems, Trading, Project Management, Business Analysis, SDLC, Structured Products, Program Management, Vendor Management, Risk Management, Financial Services, PMO, Process Engineering, Wealth Management

Education
Stevens Institute of Technology   2006 — 2007
Masters, Project Management

Stevens Institute of Technology   2003 — 2007
Bachelor of Engineering, Chemical Engineering

Tabor Academy   1998 — 2002
High School, Liberal Arts

John P. Rufo John P. Rufo Greater Philadelphia Area Details
John P. Rufo's UBS Wealth Management Experience September 2015 - Present
Job Director, Complex Supervisory Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2015 - Present
Merrill Lynch  September 2011 - September 2015
Morgan Stanley Smith Barney  June 2009 - September 2011
Citigroup Smith Barney  August 1987 - June 2009

Skills
Series 3, Series 7, Series 8, Series 63, Series 65

Education
Temple University
Bachelor of Business Administration, Business Law

Daniel Aleksandrowicz Daniel Aleksandrowicz Greater New York City Area Details
Daniel Aleksandrowicz's UBS Wealth Management Experience June 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2015 - Present
UBS Investment Bank  August 2012 - May 2015
UBS Wealth Management   June 2011 - August 2011

Education
Stevens Institute of Technology   2014 — 2016
Master of Science (M.S.), Financial Engineering, Certificate in Algorithmic Trading

Stevens Institute of Technology   2008 — 2012
Bachelor of Engineering (B.E.), Engineering Management, Minor in Economics and Concentration in Systems Engineering

Isaac Signorelli Isaac Signorelli New York, New York Details
Isaac Signorelli's UBS Wealth Management Experience November 2013 - January 2014
Job Associate, Capital Markets at AlphaSights
Industry Financial Services
Experience
AlphaSights  July 2015 - Present
J.P. Morgan Asset Management   June 2014 - August 2014
UBS Wealth Management   November 2013 - January 2014
Syracuse University  August 2013 - December 2013
Onondaga County-Office of the County Executive   June 2012 - August 2012
TheLip.Tv   October 2011 - December 2011
Mr. Shop   March 2011 - August 2011
Bill Rapp Superstore  June 2010 - August 2010

Skills
Finance, Bloomberg Terminal, Research, Interest Rate..., Credit Derivatives, Equities, Fixed Income, FX Derivatives, Commodity Markets, Options, Equity Derivatives, Foreign Exchange, Microsoft Excel, Derivatives, Microsoft Office, Entrepreneurship, Management, Leadership, Teamwork, Presenting, PowerPoint, Time Management, Data Analysis, Public Speaking, Public Relations, Microsoft Word, Event Planning, Budgets, Access, Presentations

Education
Syracuse University - Martin J. Whitman School of Management   2012 — 2015
Bachelor of Science (B.S.), Finance, Summa Cum Laude

Manlius Pebble Hill School   2005 — 2011
High School

Juan Pablo de la Vega Castellanos Juan Pablo de la Vega Castellanos San Diego, California Details
Juan Pablo de la Vega Castellanos's UBS Wealth Management Experience October 2013 - Present
Job UBS
Industry Financial Services
Experience
UBS Wealth Management   October 2013 - Present

Education
Instituto Tecnológico y de Estudios Superiores de Monterrey   2007 — 2012
Bachelor of International Business

Sherri Rosenberg Sherri Rosenberg Bayonne, New Jersey Details
Sherri Rosenberg's UBS Wealth Management Experience 2011 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   2011 - Present
IBISWorld  May 2010 - August 2010

Skills
Business Analysis, Data Analysis, Microsoft Excel, Analytics, PowerPoint, Project Management, SDLC, Salesforce.com, Testing, Leadership, Microsoft Word, SharePoint, Business Process..., Vendor Management, Incident Management, Software Project..., Process Improvement, User Acceptance Testing, Trading Systems

Education
Stevens Institute of Technology
BS Business and Technology

Saint Dominic Academy

Ed Kwan Ed Kwan Greater New York City Area Details
Ed Kwan's UBS Wealth Management Experience 1999 - Present
Job Lead Technical Architect Consultant at Citi
Industry Financial Services
Experience
Citi  April 2015 - Present
UBS  June 1999 - Present
UBS Wealth Management   1999 - Present

Skills
JavaScript, Java, jQuery, Java Enterprise Edition, CSS, html, css3, html 5, jsp, Servlets, J2EE Application..., Web Services, Swift, Objective-C, iOS Development, Sencha, Ext JS, Oracle SQL Developer, WebSphere Application..., JIRA, Project Leadership, AngularJS

Education
Stony Brook University   1997 — 1999
Bachelor of Science (BS), Computer Science, 3.4

State University of New York at Buffalo
Pharmacy, 3.7

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