UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Shaun Patterson, CERTIFIED FINANCIAL PLANNER™ Shaun Patterson, CERTIFIED FINANCIAL PLANNER™'s UBS Wealth Management Experience 1993 - 2003
Job Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2003 - Present
UBS Wealth Management 1993 - 2003
Education
The Ohio State University 1982 — 1986
Bachelor of Science (BS), Marketing
Ameriprise Financial Services, Inc. April 2003 - Present
UBS Wealth Management 1993 - 2003
Education
The Ohio State University 1982 — 1986
Bachelor of Science (BS), Marketing
Elizabeth Ferraro Elizabeth Ferraro's UBS Wealth Management Experience October 2014 - Present
Job Sr. Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
JPMorgan Chase January 2014 - October 2014
AXA Advisors June 2013 - December 2013
Skills
Life & Health Insurance..., Series 63, Series 7, Series 65
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), International Business
UBS Wealth Management October 2014 - Present
JPMorgan Chase January 2014 - October 2014
AXA Advisors June 2013 - December 2013
Skills
Life & Health Insurance..., Series 63, Series 7, Series 65
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), International Business
AJ Edwards AJ Edwards's UBS Wealth Management Experience June 2013 - August 2013
Job Student at Yale University
Industry Investment Management
Experience
Citi April 2014 - July 2014
UBS Wealth Management June 2013 - August 2013
Garlic Jims June 2012 - September 2012
Skills
Basketball, College Basketball, Business, Social Media, Social Networking, Sports Marketing, Leadership, Entrepreneurship, Management, Sales, Data Analysis, Facebook, Event Planning, Microsoft Excel, Risk Management, Strategy, Teamwork, Economics, Marketing, Public Speaking, Research
Education
Yale University 2013 — 2017
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Abroad
South Kent School 2012 — 2013
Post Graduate
Roosevelt High School 2008 — 2012
Citi April 2014 - July 2014
UBS Wealth Management June 2013 - August 2013
Garlic Jims June 2012 - September 2012
Skills
Basketball, College Basketball, Business, Social Media, Social Networking, Sports Marketing, Leadership, Entrepreneurship, Management, Sales, Data Analysis, Facebook, Event Planning, Microsoft Excel, Risk Management, Strategy, Teamwork, Economics, Marketing, Public Speaking, Research
Education
Yale University 2013 — 2017
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Abroad
South Kent School 2012 — 2013
Post Graduate
Roosevelt High School 2008 — 2012
Corey Hanker Corey Hanker's UBS Wealth Management Experience January 2005 - June 2012
Job Founding Partner, FM Development & Fortus Partners
Industry Real Estate
Experience
Fortus Partners, LLC 2011 - Present
FM Development Group, LLC 2011 - Present
UBS Wealth Management January 2005 - June 2012
Associate May 2000 - December 2004
Skills
Radio Host, Portfolio Management, Private Banking, Investments, Asset Management, Wealth Management, Wealth Management..., Alternative Investments, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Wealth, Investment Properties, High Net Worth..., Financial Analysis, Real Estate
Education
University of Michigan 1993 — 1997
Economics
London School of Economics and Political Science 1995 — 1996
Economics
Harvard-Westlake High School 1989 — 1993
Fortus Partners, LLC 2011 - Present
FM Development Group, LLC 2011 - Present
UBS Wealth Management January 2005 - June 2012
Associate May 2000 - December 2004
Skills
Radio Host, Portfolio Management, Private Banking, Investments, Asset Management, Wealth Management, Wealth Management..., Alternative Investments, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Wealth, Investment Properties, High Net Worth..., Financial Analysis, Real Estate
Education
University of Michigan 1993 — 1997
Economics
London School of Economics and Political Science 1995 — 1996
Economics
Harvard-Westlake High School 1989 — 1993
Pooja Kondabolu Pooja Kondabolu's UBS Wealth Management Experience June 2011 - August 2011
Job Attorney Advisor at Department of Finance
Industry Law Practice
Experience
NYC Department of Finance September 2015 - Present
EY July 2015 - September 2015
EY September 2013 - June 2015
JD Supra April 2013 - July 2013
UBS Wealth Management June 2011 - August 2011
Clinton Health Access Initiative June 2010 - September 2010
Student Microfinance Development Initiative October 2009 - April 2010
Unite For Sight May 2008 - August 2008
Corrado Montgomery Law Firm January 2008 - May 2008
Skills
Legal Writing, Tax Law, Global Health, Social Policy, Human Rights, Public Policy, Employment Law, Legal Research, Westlaw, International..., Nonprofits, Mergers & Acquisitions, Corporate Tax, Corporate Social..., Due Diligence
Education
The London School of Economics and Political Science (LSE)
Master's Degree, Social Policy and Development
The University of Connecticut School of Law
Juris Doctor (J.D.)
University of Connecticut
Bachelor's Degree, Economics and English, Honors Student, Phi Beta Kappa (Top 5%)
NYC Department of Finance September 2015 - Present
EY July 2015 - September 2015
EY September 2013 - June 2015
JD Supra April 2013 - July 2013
UBS Wealth Management June 2011 - August 2011
Clinton Health Access Initiative June 2010 - September 2010
Student Microfinance Development Initiative October 2009 - April 2010
Unite For Sight May 2008 - August 2008
Corrado Montgomery Law Firm January 2008 - May 2008
Skills
Legal Writing, Tax Law, Global Health, Social Policy, Human Rights, Public Policy, Employment Law, Legal Research, Westlaw, International..., Nonprofits, Mergers & Acquisitions, Corporate Tax, Corporate Social..., Due Diligence
Education
The London School of Economics and Political Science (LSE)
Master's Degree, Social Policy and Development
The University of Connecticut School of Law
Juris Doctor (J.D.)
University of Connecticut
Bachelor's Degree, Economics and English, Honors Student, Phi Beta Kappa (Top 5%)
Liang-Jui Jasmine Chen Liang-Jui Jasmine Chen's UBS Wealth Management Experience August 2013 - September 2013
Job Student at University of Washington
Industry
Experience
UBS Wealth Management August 2013 - September 2013
Skills
PowerPoint, Economics, Microsoft Word, Teamwork, English, Customer Service
Education
University of Washington 2011 — 2015
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2013 — 2014
Exchange Student, Economics
Cheshire Academy 2007 — 2011
UBS Wealth Management August 2013 - September 2013
Skills
PowerPoint, Economics, Microsoft Word, Teamwork, English, Customer Service
Education
University of Washington 2011 — 2015
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2013 — 2014
Exchange Student, Economics
Cheshire Academy 2007 — 2011
Adeola Adegbite's UBS Wealth Management Experience June 2012 - August 2012
Job Student at the George Washington University
Industry Public Policy
Experience
George Washington University August 2011 - Present
U.S. Consumer Product Safety Commission 2014 - 2014
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Morningstar, PowerPoint, Mac OS X, Windows 7, Windows XP Pro
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
George Washington University August 2011 - Present
U.S. Consumer Product Safety Commission 2014 - 2014
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Morningstar, PowerPoint, Mac OS X, Windows 7, Windows XP Pro
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
James Hyland James Hyland's UBS Wealth Management Experience February 2007 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2007 - Present
Smith Barney May 1988 - February 2007
Education
The Ohio State University 1976 — 1980
Bachelors, Business
UBS Wealth Management February 2007 - Present
Smith Barney May 1988 - February 2007
Education
The Ohio State University 1976 — 1980
Bachelors, Business
Todd Wax, CFA Todd Wax, CFA's UBS Wealth Management Experience January 1998 - February 1998
Job Mutual Fund Research Communications Specialist at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2012 - Present
Thornburg Investment Management March 2012 - June 2012
Thornburg Investment Management March 2010 - March 2012
Fidelity Investments March 2007 - May 2009
Kysor Panel Systems June 2003 - March 2007
Amegy Bank June 2002 - August 2002
Regions Bank June 1998 - August 1998
UBS Wealth Management January 1998 - February 1998
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2009
MBA, 3.8
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
BBA
Thornburg Investment Management June 2012 - Present
Thornburg Investment Management March 2012 - June 2012
Thornburg Investment Management March 2010 - March 2012
Fidelity Investments March 2007 - May 2009
Kysor Panel Systems June 2003 - March 2007
Amegy Bank June 2002 - August 2002
Regions Bank June 1998 - August 1998
UBS Wealth Management January 1998 - February 1998
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2009
MBA, 3.8
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
BBA
Drake Kuhn Drake Kuhn's UBS Wealth Management Experience May 2012 - July 2012
Job MBA Student at The College of William and Mary The Mason School of Business
Industry
Experience
Booz Allen Hamilton June 2014 - August 2014
East Coast Utility Contractors June 2013 - September 2013
UBS Wealth Management May 2012 - July 2012
Holston Capital Croup May 2011 - July 2011
Education
The College of William and Mary 2009 — 2013
Bachelor of Business Administration (BBA)
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
Booz Allen Hamilton June 2014 - August 2014
East Coast Utility Contractors June 2013 - September 2013
UBS Wealth Management May 2012 - July 2012
Holston Capital Croup May 2011 - July 2011
Education
The College of William and Mary 2009 — 2013
Bachelor of Business Administration (BBA)
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
Jason Head Jason Head's UBS Wealth Management Experience June 2014 - Present
Job Mortgage Banker at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Nationstar Mortgage January 2013 - June 2014
Bank of America March 2002 - January 2013
Skills
Mortgage Sales, Training, Management, Microsoft Excel, Loan Origination, Loans, Refinance, Mortgage Banking, Banking, Finance, Portfolio Management
Education
Texas A&M University 1992 — 1996
Marketing
UBS Wealth Management June 2014 - Present
Nationstar Mortgage January 2013 - June 2014
Bank of America March 2002 - January 2013
Skills
Mortgage Sales, Training, Management, Microsoft Excel, Loan Origination, Loans, Refinance, Mortgage Banking, Banking, Finance, Portfolio Management
Education
Texas A&M University 1992 — 1996
Marketing
Brandon O'Connor Brandon O'Connor's UBS Wealth Management Experience February 2012 - May 2012
Job Analyst at NorthStar Asset Management Group Inc.
Industry Real Estate
Experience
NorthStar Asset Management Group Inc. June 2015 - Present
Berkadia Commercial Mortgage LLC June 2013 - June 2015
Milestone Advisors September 2012 - December 2012
Barclays May 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Pepco Holdings, Inc. June 2011 - December 2011
Skills
Financial Modeling, Investment Banking, Financial Statement..., Commercial Real Estate, Seniors Housing, Real Estate Financing, Banking, Valuation, Microsoft Excel, Financial Analysis, Healthcare Real Estate
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Berkeley Preparatory School 2005 — 2009
High School Diploma
NorthStar Asset Management Group Inc. June 2015 - Present
Berkadia Commercial Mortgage LLC June 2013 - June 2015
Milestone Advisors September 2012 - December 2012
Barclays May 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Pepco Holdings, Inc. June 2011 - December 2011
Skills
Financial Modeling, Investment Banking, Financial Statement..., Commercial Real Estate, Seniors Housing, Real Estate Financing, Banking, Valuation, Microsoft Excel, Financial Analysis, Healthcare Real Estate
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Berkeley Preparatory School 2005 — 2009
High School Diploma
Cole Bryant's UBS Wealth Management Experience May 2014 - July 2014
Job Summer Analyst at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Camp Ozark May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Windows, Research, Outlook, Microsoft Word, English, Mergers & Acquisitions, Financial Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Industrial Organization and Competition Policy
The Westminster Schools 2005 — 2012
Founders Investment Banking June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Camp Ozark May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Windows, Research, Outlook, Microsoft Word, English, Mergers & Acquisitions, Financial Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Industrial Organization and Competition Policy
The Westminster Schools 2005 — 2012
Robert Keiser, MBA's UBS Wealth Management Experience 2013 - 2013
Job Vice President at Southeastern College
Industry Higher Education
Experience
Southeastern College May 2015 - Present
Keiser University December 2014 - Present
Southeastern College June 2014 - December 2014
George Washington University August 2012 - May 2014
UBS Wealth Management 2013 - 2013
Keiser University May 2008 - August 2012
Skanska USA Building Inc. May 2011 - August 2011
Phi Kappa Psi Fraternity January 2008 - January 2011
Legislative Advisory Teen Council January 2006 - January 2011
U.S. House of Representatives January 2010 - May 2010
Skills
Spanish, PowerPoint, Press Releases, Outlook, Microsoft Office, Organizing, Public Relations, Government Relations, Marketing Strategy, Social Media, Business Networking, Business Strategy, International Business..., Higher Education..., Health Advocacy, Advocacy, Public Speaking, International Public..., Higher Education Policy, Lobbying, Community Outreach, Non-profits, Nonprofits, International Relations, Higher Education, Market Research, Marketing, Strategy, Business Development, Politics, Management, Policy
Education
The George Washington University 2012 — 2014
Master of Business Administration (M.B.A.), International Business
The George Washington University, International Affairs 2008 — 2012
Bachelors, International Affairs, 3.5
Universitat Pompeu Fabra 2011 — 2011
Bachelors, International Affairs/ Politics
Pine Crest School 2004 — 2008
High School Diploma
Southeastern College May 2015 - Present
Keiser University December 2014 - Present
Southeastern College June 2014 - December 2014
George Washington University August 2012 - May 2014
UBS Wealth Management 2013 - 2013
Keiser University May 2008 - August 2012
Skanska USA Building Inc. May 2011 - August 2011
Phi Kappa Psi Fraternity January 2008 - January 2011
Legislative Advisory Teen Council January 2006 - January 2011
U.S. House of Representatives January 2010 - May 2010
Skills
Spanish, PowerPoint, Press Releases, Outlook, Microsoft Office, Organizing, Public Relations, Government Relations, Marketing Strategy, Social Media, Business Networking, Business Strategy, International Business..., Higher Education..., Health Advocacy, Advocacy, Public Speaking, International Public..., Higher Education Policy, Lobbying, Community Outreach, Non-profits, Nonprofits, International Relations, Higher Education, Market Research, Marketing, Strategy, Business Development, Politics, Management, Policy
Education
The George Washington University 2012 — 2014
Master of Business Administration (M.B.A.), International Business
The George Washington University, International Affairs 2008 — 2012
Bachelors, International Affairs, 3.5
Universitat Pompeu Fabra 2011 — 2011
Bachelors, International Affairs/ Politics
Pine Crest School 2004 — 2008
High School Diploma
Alex Van Buskirk Alex Van Buskirk's UBS Wealth Management Experience June 2013 - June 2013
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Vanderbilt College of Arts and Science August 2013 - Present
Vanderbilt University August 2011 - Present
Bank of America Merrill Lynch August 2014 - Present
Vanderbilt Department of Student Athletics September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
UBS Wealth Management June 2013 - June 2013
Mastrapasqua Asset Management January 2013 - April 2013
Education
Vanderbilt University 2011 — 2015
BA, Economics and Philosophy
London School of Economics and Political Science 2013 — 2013
Introduction to Econometrics; The Political Economy of Public Policy
Pope High School 2007 — 2011
Vanderbilt College of Arts and Science August 2013 - Present
Vanderbilt University August 2011 - Present
Bank of America Merrill Lynch August 2014 - Present
Vanderbilt Department of Student Athletics September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
UBS Wealth Management June 2013 - June 2013
Mastrapasqua Asset Management January 2013 - April 2013
Education
Vanderbilt University 2011 — 2015
BA, Economics and Philosophy
London School of Economics and Political Science 2013 — 2013
Introduction to Econometrics; The Political Economy of Public Policy
Pope High School 2007 — 2011
Travis Lancaster, M.S. Finance Travis Lancaster, M.S. Finance's UBS Wealth Management Experience 2005 - 2006
Job Financial Advisor and Analyst
Industry Financial Services
Experience
Morgan Stanley November 2012 - January 2014
Gulf Marine Fabricators, Inc. January 2012 - October 2012
Lancaster Consulting July 2007 - August 2009
Merrill Lynch 2006 - 2007
UBS Wealth Management 2005 - 2006
Dell 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Marketing Strategy, Marketing, Sales Management, Project Management, Account Management, Brand Development, Customer Service, Equities, Economics, Financial Risk, Accounting, Public Speaking, Portfolio Management, Series 7, Series 66, Financial Management..., Leadership, Negotiation
Education
University of Houston-Clear Lake 2009 — 2011
Master of Science (MS), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (B.B.A.), Management Information Systems - Business Analyst
Morgan Stanley November 2012 - January 2014
Gulf Marine Fabricators, Inc. January 2012 - October 2012
Lancaster Consulting July 2007 - August 2009
Merrill Lynch 2006 - 2007
UBS Wealth Management 2005 - 2006
Dell 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Marketing Strategy, Marketing, Sales Management, Project Management, Account Management, Brand Development, Customer Service, Equities, Economics, Financial Risk, Accounting, Public Speaking, Portfolio Management, Series 7, Series 66, Financial Management..., Leadership, Negotiation
Education
University of Houston-Clear Lake 2009 — 2011
Master of Science (MS), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (B.B.A.), Management Information Systems - Business Analyst
Ralph (Alex) Perullo's UBS Wealth Management Experience June 2012 - August 2012
Job Advisory Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Bank of America May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
University of South Carolina August 2010 - May 2011
The Joe DiMaggio Estate August 2008 - August 2010
Skills
Mandarin, Marketing, Investments, Portfolio Management, Analysis, Management, Sales, Teamwork, Economics, Data Analysis, Chinese, Bloomberg Terminal, Spanish, PowerPoint, Research, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Microsoft Word, Risk Management, Finance, Leadership
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (BS), International Business, Finance
The Chinese University of Hong Kong 2011 — 2012
Bachelor of Science (BS), International Business, Finance
Charlotte Country Day School 2006 — 2010
Charlotte Country Day School
Deloitte September 2014 - Present
Bank of America May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
University of South Carolina August 2010 - May 2011
The Joe DiMaggio Estate August 2008 - August 2010
Skills
Mandarin, Marketing, Investments, Portfolio Management, Analysis, Management, Sales, Teamwork, Economics, Data Analysis, Chinese, Bloomberg Terminal, Spanish, PowerPoint, Research, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Microsoft Word, Risk Management, Finance, Leadership
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (BS), International Business, Finance
The Chinese University of Hong Kong 2011 — 2012
Bachelor of Science (BS), International Business, Finance
Charlotte Country Day School 2006 — 2010
Charlotte Country Day School
Stephanie Hines Stephanie Hines's UBS Wealth Management Experience June 2013 - August 2013
Job Intern for Commissioner Gallagher at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
U.S. Securities and Exchange Commission September 2014 - May 2015
Cadwalader, Wickersham & Taft LLP May 2014 - August 2014
US Securities and Exchange Commission January 2014 - April 2014
UBS Wealth Management June 2013 - August 2013
Alayon and Associates, P.A. May 2010 - August 2012
The Honorable Gisela Cardonne Ely May 2011 - August 2011
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Commercial Litigation, Public Speaking, Microsoft Office, Social Media, PowerPoint, Research, Microsoft Word
Education
The George Washington University Law School 2012 — 2015
University of Miami 2008 — 2012
Bachelor of Business Administration (BBA), International Finance and Business Law
U.S. Securities and Exchange Commission September 2014 - May 2015
Cadwalader, Wickersham & Taft LLP May 2014 - August 2014
US Securities and Exchange Commission January 2014 - April 2014
UBS Wealth Management June 2013 - August 2013
Alayon and Associates, P.A. May 2010 - August 2012
The Honorable Gisela Cardonne Ely May 2011 - August 2011
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Commercial Litigation, Public Speaking, Microsoft Office, Social Media, PowerPoint, Research, Microsoft Word
Education
The George Washington University Law School 2012 — 2015
University of Miami 2008 — 2012
Bachelor of Business Administration (BBA), International Finance and Business Law
Andreas Schad, CIWM Andreas Schad, CIWM's UBS Wealth Management Experience January 2009 - November 2012
Job Associate Director, UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC December 2012 - Present
UBS Wealth Management January 2009 - November 2012
UBS Investment Bank December 2005 - January 2009
Bloomberg LP April 2002 - December 2005
Skills
Securities Lending, Middle Office, Securities, Prime Brokerage, Fixed Income, Equities, Bloomberg, Capital Markets, Trading Systems, Settlement, Investment Banking, Equity Derivatives
Education
London School of Economics and Political Science 2000 — 2001
Master of Science (MSc)
UBS Securities LLC December 2012 - Present
UBS Wealth Management January 2009 - November 2012
UBS Investment Bank December 2005 - January 2009
Bloomberg LP April 2002 - December 2005
Skills
Securities Lending, Middle Office, Securities, Prime Brokerage, Fixed Income, Equities, Bloomberg, Capital Markets, Trading Systems, Settlement, Investment Banking, Equity Derivatives
Education
London School of Economics and Political Science 2000 — 2001
Master of Science (MSc)
Garrison Poston's UBS Wealth Management Experience June 2011 - August 2011
Job Manager, Strategic and Operational Initiatives at Beachbody
Industry Management Consulting
Experience
Beachbody August 2015 - Present
Huron Consulting Group February 2013 - March 2015
Marco Polo Pure Asset Management June 2012 - July 2012
UBS Wealth Management June 2011 - August 2011
Skills
Valuation, Financial Analysis, Management Consulting, Economics, Entrepreneurship, Strategy, Analysis, Data Analysis, Due Diligence, Financial Modeling, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
International Economics
Beachbody August 2015 - Present
Huron Consulting Group February 2013 - March 2015
Marco Polo Pure Asset Management June 2012 - July 2012
UBS Wealth Management June 2011 - August 2011
Skills
Valuation, Financial Analysis, Management Consulting, Economics, Entrepreneurship, Strategy, Analysis, Data Analysis, Due Diligence, Financial Modeling, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
International Economics
Michael Abboud's UBS Wealth Management Experience May 2012 - August 2012
Job Graduate Student at Johns Hopkins University
Industry Research
Experience
Amazon Robotics May 2014 - August 2014
MIT Lincoln Laboratory May 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Skills
Algorithms, Radar, C++, Electrical Engineering, Programming, Electronics, Matlab, Signal Processing, Embedded Systems
Education
The Johns Hopkins University
Electrical Engineering
Tufts University 2010 — 2014
BS in Electrical Engineering, Summa Cum Laude
Hackley High School 2006 — 2010
Amazon Robotics May 2014 - August 2014
MIT Lincoln Laboratory May 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Skills
Algorithms, Radar, C++, Electrical Engineering, Programming, Electronics, Matlab, Signal Processing, Embedded Systems
Education
The Johns Hopkins University
Electrical Engineering
Tufts University 2010 — 2014
BS in Electrical Engineering, Summa Cum Laude
Hackley High School 2006 — 2010
Richard Crotinger Richard Crotinger's UBS Wealth Management Experience September 2012 - December 2012
Job Account Manager at Yieldmo
Industry Marketing and Advertising
Experience
Yieldmo March 2015 - Present
CPXi November 2013 - February 2015
CPX Interactive February 2013 - November 2013
UBS Wealth Management September 2012 - December 2012
The King's College (New York, NY) September 2011 - May 2012
Chelten Baptist Church August 2008 - August 2010
Skills
Nonprofits, Microsoft Office, Project Management, Management, Social Media, Event Planning, PowerPoint, Social Networking, Public Speaking, Microsoft Excel, Research, Public Relations, Event Management, Microsoft Word, Fundraising, Outlook, Customer Service, Editing, Press Releases, Advertising, Digital Media, Facebook, Online Advertising, Online Media Buys
Education
The King's College 2009 — 2012
Bachelor of Science, Business Management
The King's College 2009 — 2012
Bachelor's degree, Business Administration, Management and Operations
Yieldmo March 2015 - Present
CPXi November 2013 - February 2015
CPX Interactive February 2013 - November 2013
UBS Wealth Management September 2012 - December 2012
The King's College (New York, NY) September 2011 - May 2012
Chelten Baptist Church August 2008 - August 2010
Skills
Nonprofits, Microsoft Office, Project Management, Management, Social Media, Event Planning, PowerPoint, Social Networking, Public Speaking, Microsoft Excel, Research, Public Relations, Event Management, Microsoft Word, Fundraising, Outlook, Customer Service, Editing, Press Releases, Advertising, Digital Media, Facebook, Online Advertising, Online Media Buys
Education
The King's College 2009 — 2012
Bachelor of Science, Business Management
The King's College 2009 — 2012
Bachelor's degree, Business Administration, Management and Operations
Patrick Keelan's UBS Wealth Management Experience September 2013 - December 2013
Job Account Manager at The CocaCola Company
Industry Marketing and Advertising
Experience
The Coca-Cola Company July 2015 - Present
Iona Preparatory School February 2015 - Present
UBS Wealth Management September 2013 - December 2013
Skills
Microsoft Office, Leadership, Task Management, Communication, Time Management, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Teamwork, Accounting, Management, Marketing, Project Management, Microsoft Word, Critical Thinking, Team Leadership, Program Management, Social Networking, English, Research, Sales, Financial Analysis, Human Resources
Education
The Catholic University of America 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
The Catholic University of America 2010 — 2014
Bachelor's degree, Business Administration and Management, General
The Coca-Cola Company July 2015 - Present
Iona Preparatory School February 2015 - Present
UBS Wealth Management September 2013 - December 2013
Skills
Microsoft Office, Leadership, Task Management, Communication, Time Management, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Teamwork, Accounting, Management, Marketing, Project Management, Microsoft Word, Critical Thinking, Team Leadership, Program Management, Social Networking, English, Research, Sales, Financial Analysis, Human Resources
Education
The Catholic University of America 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
The Catholic University of America 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Cherita Montgomery's UBS Wealth Management Experience April 2012 - Present
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Smith Barney Brokerage Firm September 2000 - September 2009
Education
Texas A&M University 1986 — 1990
Bachelor of Arts (B.A.), Journalism
UBS Wealth Management April 2012 - Present
Smith Barney Brokerage Firm September 2000 - September 2009
Education
Texas A&M University 1986 — 1990
Bachelor of Arts (B.A.), Journalism
Mithun Joseph's UBS Wealth Management Experience April 2014 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Wealth Management April 2014 - Present
Citi November 2010 - December 2013
Citi October 2005 - October 2010
Sr. Loss Mitigation Consultant November 2001 - October 2005
Skills
Sales Management, Call Center Development, Process Improvement, Strategic Planning, Team Building, Project Management
Education
The Citadel
UBS Wealth Management April 2014 - Present
Citi November 2010 - December 2013
Citi October 2005 - October 2010
Sr. Loss Mitigation Consultant November 2001 - October 2005
Skills
Sales Management, Call Center Development, Process Improvement, Strategic Planning, Team Building, Project Management
Education
The Citadel
Manny Abud Manny Abud's UBS Wealth Management Experience June 2013 - July 2013
Job Management Consulting Associate at KPMG
Industry Accounting
Experience
KPMG US September 2014 - Present
KPMG January 2014 - April 2014
UBS Wealth Management June 2013 - July 2013
XTO Energy June 2012 - June 2013
Nissan of Fort Worth August 2010 - March 2011
Bravo Brio Restaurant Group May 2009 - May 2010
Skills
Strategic Planning, Bilingual, SharePoint, Microsoft Office, Microsoft Excel, Access Database, Customer Service, Team Leadership, Laserfiche, AS400 system, Lotus Notes, Outlook, Dealer Track, Accounting, Microsoft Word, Accounts Receivable, Account Reconciliation, Finance, Financial Analysis, Data Analysis, Budgets, PowerPoint, SAP, Financial Reporting, Leadership, QuickBooks, Auditing, Teamwork, Financial Accounting, Research, Cash Flow, Access
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
KPMG US September 2014 - Present
KPMG January 2014 - April 2014
UBS Wealth Management June 2013 - July 2013
XTO Energy June 2012 - June 2013
Nissan of Fort Worth August 2010 - March 2011
Bravo Brio Restaurant Group May 2009 - May 2010
Skills
Strategic Planning, Bilingual, SharePoint, Microsoft Office, Microsoft Excel, Access Database, Customer Service, Team Leadership, Laserfiche, AS400 system, Lotus Notes, Outlook, Dealer Track, Accounting, Microsoft Word, Accounts Receivable, Account Reconciliation, Finance, Financial Analysis, Data Analysis, Budgets, PowerPoint, SAP, Financial Reporting, Leadership, QuickBooks, Auditing, Teamwork, Financial Accounting, Research, Cash Flow, Access
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jay Nader Jay Nader's UBS Wealth Management Experience November 2011 - Present
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2011 - Present
Education
The Ohio State University 1978 — 1981
Bachelor's Degree, Marketing/Marketing Management, General
UBS Wealth Management November 2011 - Present
Education
The Ohio State University 1978 — 1981
Bachelor's Degree, Marketing/Marketing Management, General
Kemper Ohlmeyer, CAIA Kemper Ohlmeyer, CAIA's UBS Wealth Management Experience July 2006 - March 2008
Job Senior Associate at ICG Advisors, LLC
Industry Financial Services
Experience
ICG Advisors, LLC March 2014 - Present
Teahupo'o Partners February 2010 - March 2014
Goldman Sachs Asset Management March 2008 - August 2008
UBS Wealth Management July 2006 - March 2008
NBC Olympics January 2006 - April 2006
MSNBC January 2005 - April 2006
Weiss, Peck, & Greer August 2005 - January 2006
IMG June 2005 - August 2005
Skills
Hedge Funds, Economics, Financial Modeling, Spanish, Entrepreneurship, Research, Financial Analysis, Bloomberg, Equities, Private Equity, Social Media, Business Development, Fund Of Funds, Investments, Portfolio Management, Strategy, Mutual Funds, Alternative Investments, Emerging Markets, Valuation, Venture Capital, Corporate Finance, Asset Management, Investment Banking, Equity Research, Securities, Derivatives, Trading, Capital Markets, Series 7, Mergers & Acquisitions, Corporate Development, Fixed Income, Due Diligence, Asset Allocation, Investment Management
Education
Washington University in St. Louis 2003 — 2006
B.A., Economics
London School of Economics and Political Science 2003 — 2003
Certificate, Negotiation
Harvard-Westlake 1996 — 2002
ICG Advisors, LLC March 2014 - Present
Teahupo'o Partners February 2010 - March 2014
Goldman Sachs Asset Management March 2008 - August 2008
UBS Wealth Management July 2006 - March 2008
NBC Olympics January 2006 - April 2006
MSNBC January 2005 - April 2006
Weiss, Peck, & Greer August 2005 - January 2006
IMG June 2005 - August 2005
Skills
Hedge Funds, Economics, Financial Modeling, Spanish, Entrepreneurship, Research, Financial Analysis, Bloomberg, Equities, Private Equity, Social Media, Business Development, Fund Of Funds, Investments, Portfolio Management, Strategy, Mutual Funds, Alternative Investments, Emerging Markets, Valuation, Venture Capital, Corporate Finance, Asset Management, Investment Banking, Equity Research, Securities, Derivatives, Trading, Capital Markets, Series 7, Mergers & Acquisitions, Corporate Development, Fixed Income, Due Diligence, Asset Allocation, Investment Management
Education
Washington University in St. Louis 2003 — 2006
B.A., Economics
London School of Economics and Political Science 2003 — 2003
Certificate, Negotiation
Harvard-Westlake 1996 — 2002
Douglas Eizen Douglas Eizen's UBS Wealth Management Experience June 2008 - August 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan October 2009 - July 2012
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg
Education
The George Washington University - School of Business 2005 — 2009
BS, Finance
The Haverford School 2001 — 2004
J.P. Morgan July 2012 - Present
J.P. Morgan October 2009 - July 2012
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg
Education
The George Washington University - School of Business 2005 — 2009
BS, Finance
The Haverford School 2001 — 2004
Lauren Rosalanko Lauren Rosalanko's UBS Wealth Management Experience August 2015 - Present
Job Graduate Training Program Analyst at UBS Wealth Management Americas
Industry Financial Services
Experience
TrackMaven January 2015 - Present
UBS Wealth Management August 2015 - Present
cove.is January 2014 - May 2015
The George Washington University October 2011 - May 2015
UBS Wealth Management June 2014 - August 2014
Merrill Lynch January 2014 - April 2014
The Edgar Lomax Company May 2013 - August 2013
VFS Global Services January 2012 - April 2013
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, SPSS, Microsoft Word, QuickBooks, Time Management, Editing, Leadership, FactSet, Research, Community Outreach, Blogging, Customer Service
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Moses Brown School 2007 — 2011
High School Diploma
TrackMaven January 2015 - Present
UBS Wealth Management August 2015 - Present
cove.is January 2014 - May 2015
The George Washington University October 2011 - May 2015
UBS Wealth Management June 2014 - August 2014
Merrill Lynch January 2014 - April 2014
The Edgar Lomax Company May 2013 - August 2013
VFS Global Services January 2012 - April 2013
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, SPSS, Microsoft Word, QuickBooks, Time Management, Editing, Leadership, FactSet, Research, Community Outreach, Blogging, Customer Service
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Moses Brown School 2007 — 2011
High School Diploma
Shadi Armaly's UBS Wealth Management Experience June 2014 - Present
Job Logistics Account Executive at Total Quality Logistics
Industry
Experience
Total Quality Logistics May 2015 - Present
UBS Wealth Management June 2014 - Present
Upstate Pool Management May 2009 - Present
Capri's Italian Restaurant August 2009 - February 2010
The UPS Store August 2008 - March 2009
Skills
Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, PowerPoint, Teamwork, Social Media, Windows, Team Leadership, Leadership, Spanish, Critical Thinking, Team Building, Sales, Management
Education
The Citadel 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Total Quality Logistics May 2015 - Present
UBS Wealth Management June 2014 - Present
Upstate Pool Management May 2009 - Present
Capri's Italian Restaurant August 2009 - February 2010
The UPS Store August 2008 - March 2009
Skills
Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, PowerPoint, Teamwork, Social Media, Windows, Team Leadership, Leadership, Spanish, Critical Thinking, Team Building, Sales, Management
Education
The Citadel 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Michael Potolicchio Michael Potolicchio's UBS Wealth Management Experience December 2007 - May 2009
Job Senior Analyst at Aronson Capital Partners
Industry Investment Banking
Experience
Aronson Capital Partners August 2014 - Present
Patriot Capital, L.P. July 2011 - August 2014
Bengur Bryan & Co July 2011 - August 2014
Deloitte Consulting July 2010 - July 2011
Merrill Lynch June 2009 - March 2010
UBS Wealth Management December 2007 - May 2009
Skills
Financial Modeling, Financial Analysis, Private Equity, Investments, Finance, Investment Banking, Equities, Mergers & Acquisitions, Valuation, Forecasting, Due Diligence
Education
The George Washington University 2006 — 2010
BBA, Finance and Marketing
The George Washington University - School of Business 2006 — 2010
The London School of Economics and Political Science (LSE) 2008 — 2008
Corporate Law and Governance
Landon school
Aronson Capital Partners August 2014 - Present
Patriot Capital, L.P. July 2011 - August 2014
Bengur Bryan & Co July 2011 - August 2014
Deloitte Consulting July 2010 - July 2011
Merrill Lynch June 2009 - March 2010
UBS Wealth Management December 2007 - May 2009
Skills
Financial Modeling, Financial Analysis, Private Equity, Investments, Finance, Investment Banking, Equities, Mergers & Acquisitions, Valuation, Forecasting, Due Diligence
Education
The George Washington University 2006 — 2010
BBA, Finance and Marketing
The George Washington University - School of Business 2006 — 2010
The London School of Economics and Political Science (LSE) 2008 — 2008
Corporate Law and Governance
Landon school
Mark Souza's UBS Wealth Management Experience March 2009 - March 2010
Job Commodity Consultant
Industry Mining & Metals
Experience
North American Technical Trading Co. January 2013 - Present
Asia Plantation Capital November 2011 - January 2013
M Cube Productions July 2008 - January 2013
AIA June 2010 - November 2011
UBS Wealth Management March 2009 - March 2010
OCBC Bank July 2008 - December 2008
Skills
Quantitative Analysis, Market Research, Financial Planning, Cost Control, Client Communications, Economics, Quantitative Analytics, Strategic Financial..., Strategic Planning, Business Strategy, CRM, Research, Management, Entrepreneurship, Business Planning, New Business Development, Analysis, Project Management, Program Management, Public Relations, Account Management, Project Planning, Sales, Advertising, Financial Analysis, Brand Development, Finance, Strategy, Customer Service, Copper
Education
London School of Economics and Political Science 2005 — 2008
BSc Banking and Finance
North American Technical Trading Co. January 2013 - Present
Asia Plantation Capital November 2011 - January 2013
M Cube Productions July 2008 - January 2013
AIA June 2010 - November 2011
UBS Wealth Management March 2009 - March 2010
OCBC Bank July 2008 - December 2008
Skills
Quantitative Analysis, Market Research, Financial Planning, Cost Control, Client Communications, Economics, Quantitative Analytics, Strategic Financial..., Strategic Planning, Business Strategy, CRM, Research, Management, Entrepreneurship, Business Planning, New Business Development, Analysis, Project Management, Program Management, Public Relations, Account Management, Project Planning, Sales, Advertising, Financial Analysis, Brand Development, Finance, Strategy, Customer Service, Copper
Education
London School of Economics and Political Science 2005 — 2008
BSc Banking and Finance
Corey Rollins Corey Rollins's UBS Wealth Management Experience May 2006 - August 2006
Job Intern at Wilson Group
Industry Financial Services
Experience
Wilson Group February 2011 - Present
Christ for the City July 2010 - January 2011
Youth Sports Council June 2009 - August 2009
Wachovia Securities, LLC May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Major: Finance, Minors: Accounting, History
Universidad Pablo de Olavide 2009 — 2009
International Studies
Newman Smith High School 2002 — 2006
Wilson Group February 2011 - Present
Christ for the City July 2010 - January 2011
Youth Sports Council June 2009 - August 2009
Wachovia Securities, LLC May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Major: Finance, Minors: Accounting, History
Universidad Pablo de Olavide 2009 — 2009
International Studies
Newman Smith High School 2002 — 2006
Paul Gage Paul Gage's UBS Wealth Management Experience October 2004 - November 2005
Job Sales and Marketing Consultant
Industry Marketing and Advertising
Experience
Boost Sales and Marketing, LLC August 2008 - Present
Bug Bam Products May 2007 - February 2009
TEAM Enterprises January 2006 - May 2007
UBS Wealth Management October 2004 - November 2005
Coors Brewing Company November 2002 - April 2004
Pepsi Bottling Group June 2001 - October 2002
Skills
Microsoft Office, Marketing Communications, Sales, Marketing Strategy, Sales Operations, Microsoft Excel, Brand Management, Relationship Marketing, Brand Awareness, Marketing, Strategic Partnerships, Business Development, Marketing Management, Lead Generation, Advertising, Social Media Marketing, PowerPoint, Customer Service
Education
Texas A&M University 1995 — 2001
BS, Marketing.Economics
Boost Sales and Marketing, LLC August 2008 - Present
Bug Bam Products May 2007 - February 2009
TEAM Enterprises January 2006 - May 2007
UBS Wealth Management October 2004 - November 2005
Coors Brewing Company November 2002 - April 2004
Pepsi Bottling Group June 2001 - October 2002
Skills
Microsoft Office, Marketing Communications, Sales, Marketing Strategy, Sales Operations, Microsoft Excel, Brand Management, Relationship Marketing, Brand Awareness, Marketing, Strategic Partnerships, Business Development, Marketing Management, Lead Generation, Advertising, Social Media Marketing, PowerPoint, Customer Service
Education
Texas A&M University 1995 — 2001
BS, Marketing.Economics
Jerry Slutzky, J.D., CFP® Jerry Slutzky, J.D., CFP®'s UBS Wealth Management Experience January 1996 - April 2005
Job President Tampa Bay Wealth Advisory Services
Industry Investment Management
Experience
Tampa Bay Wealth Advisory Services February 2009 - Present
Banc of America Investment Services, Inc. April 2005 - February 2009
UBS Wealth Management January 1996 - April 2005
Morgan Stanley Smith Barney October 1988 - January 1996
Jerrold E. Slutzky & Associates June 1977 - October 1988
Skills
Investments, Securities, Retirement, Business, Estate Planning, Insurance, Strategic Financial..., Tax, Small Business, Retirement Planning
Education
The John Marshall Law School 1974 — 1977
JD, Law
University of Illinois at Urbana-Champaign 1970 — 1974
Bs, Finance
Niles North High School 1967 — 1970
Tampa Bay Wealth Advisory Services February 2009 - Present
Banc of America Investment Services, Inc. April 2005 - February 2009
UBS Wealth Management January 1996 - April 2005
Morgan Stanley Smith Barney October 1988 - January 1996
Jerrold E. Slutzky & Associates June 1977 - October 1988
Skills
Investments, Securities, Retirement, Business, Estate Planning, Insurance, Strategic Financial..., Tax, Small Business, Retirement Planning
Education
The John Marshall Law School 1974 — 1977
JD, Law
University of Illinois at Urbana-Champaign 1970 — 1974
Bs, Finance
Niles North High School 1967 — 1970
Pardip Bhatia Pardip Bhatia's UBS Wealth Management Experience June 2004 - July 2006
Job SME Email Archiving at Computer Science Corporation
Industry Information Technology and Services
Experience
Computer Science Corporation January 2011 - Present
UMDNJ September 2009 - January 2011
Credit Suisse July 2006 - December 2008
UBS Wealth Management June 2004 - July 2006
Alliance Capital Management May 2000 - June 2004
Education
Thapar Institute of Engineering and Technology 1978 — 1982
Bachelors, Electronics
Computer Science Corporation January 2011 - Present
UMDNJ September 2009 - January 2011
Credit Suisse July 2006 - December 2008
UBS Wealth Management June 2004 - July 2006
Alliance Capital Management May 2000 - June 2004
Education
Thapar Institute of Engineering and Technology 1978 — 1982
Bachelors, Electronics
Judy Vigiletti Judy Vigiletti's UBS Wealth Management Experience June 2007 - May 2008
Job Business Leader, Global Brand Strategy at MasterCard
Industry Design
Experience
MasterCard January 2012 - Present
JV Branding 2011 - Present
JAM Branders May 2008 - July 2011
UBS Wealth Management June 2007 - May 2008
Enterprise IG 2003 - 2007
The Brand Union 2002 - 2007
Siegelgale/Siegel & Gale 1992 - 2002
Anspach Grossman Portugal 1989 - 1992
Skills
Corporate Branding, Marketing Communications, Creative Direction, Brand Architecture, Creative Strategy, Corporate Identity, Brand Development, Advertising, Art Direction, Brand Implementation, Brand Management, Branding & Identity, Concept Development, Corporate Communications, Design Strategy, Digital Strategy, Email Marketing, Graphic Design, Graphics, Integrated Marketing, Leadership, Logo Design, Management, Marketing, Packaging, Public Relations, Publishing, Social Media Marketing, Strategy, Direct Marketing
Education
The Cooper Union for the Advancement of Science and Art 1981 — 1985
BFA, Art/design
MasterCard January 2012 - Present
JV Branding 2011 - Present
JAM Branders May 2008 - July 2011
UBS Wealth Management June 2007 - May 2008
Enterprise IG 2003 - 2007
The Brand Union 2002 - 2007
Siegelgale/Siegel & Gale 1992 - 2002
Anspach Grossman Portugal 1989 - 1992
Skills
Corporate Branding, Marketing Communications, Creative Direction, Brand Architecture, Creative Strategy, Corporate Identity, Brand Development, Advertising, Art Direction, Brand Implementation, Brand Management, Branding & Identity, Concept Development, Corporate Communications, Design Strategy, Digital Strategy, Email Marketing, Graphic Design, Graphics, Integrated Marketing, Leadership, Logo Design, Management, Marketing, Packaging, Public Relations, Publishing, Social Media Marketing, Strategy, Direct Marketing
Education
The Cooper Union for the Advancement of Science and Art 1981 — 1985
BFA, Art/design
Jack Keenan's UBS Wealth Management Experience January 2015 - May 2015
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
UBS Wealth Management January 2015 - May 2015
ACE Group May 2014 - August 2014
US Securities and Exchange Commission January 2014 - May 2014
Galloway Township May 2013 - August 2013
Education
The George Washington University 2012 — 2016
Bachelor of Science (BS), Finance and Economics
Absegami Highschool 2008 — 2012
J.P. Morgan June 2015 - August 2015
UBS Wealth Management January 2015 - May 2015
ACE Group May 2014 - August 2014
US Securities and Exchange Commission January 2014 - May 2014
Galloway Township May 2013 - August 2013
Education
The George Washington University 2012 — 2016
Bachelor of Science (BS), Finance and Economics
Absegami Highschool 2008 — 2012
Nick Liberator Nick Liberator's UBS Wealth Management Experience July 2013 - August 2013
Job Intern at LBI Entertainment
Industry Entertainment
Experience
LBI Entertainment May 2015 - Present
Guggenheim Partners June 2014 - August 2014
UBS Wealth Management July 2013 - August 2013
Skills
Economics, Research, Microsoft Word, Microsoft Powerpoint
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Program, Management
Westminster School 2007 — 2011
High School, Summa Cum Laude
LBI Entertainment May 2015 - Present
Guggenheim Partners June 2014 - August 2014
UBS Wealth Management July 2013 - August 2013
Skills
Economics, Research, Microsoft Word, Microsoft Powerpoint
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Program, Management
Westminster School 2007 — 2011
High School, Summa Cum Laude
John Lucente's UBS Wealth Management Experience May 2014 - August 2014
Job Management Trainee at Reliable Contracting
Industry Financial Services
Experience
Reliable Contracting July 2015 - Present
Reliable Contracting October 2014 - May 2015
2U August 2014 - December 2014
2U June 2014 - August 2014
UBS Wealth Management May 2014 - August 2014
2U June 2013 - August 2013
Skills
Sales, Microsoft Word, Customer Service, Outlook, Financial Analysis, Event Planning, Facebook, Leadership, Microsoft Office, Microsoft Excel, Social Media, Research, Public Speaking, Social Networking, Data Analysis, Data Mining, Data Entry, Financial Accounting, Adobe Design Programs, Market Research, Team Building, Teaching, Time Management, Team Management, Strategic Planning, Graphic Design
Education
The Catholic University of America 2011 — 2015
B.S.B.A., Business Administration, concentration in Finance
Reliable Contracting July 2015 - Present
Reliable Contracting October 2014 - May 2015
2U August 2014 - December 2014
2U June 2014 - August 2014
UBS Wealth Management May 2014 - August 2014
2U June 2013 - August 2013
Skills
Sales, Microsoft Word, Customer Service, Outlook, Financial Analysis, Event Planning, Facebook, Leadership, Microsoft Office, Microsoft Excel, Social Media, Research, Public Speaking, Social Networking, Data Analysis, Data Mining, Data Entry, Financial Accounting, Adobe Design Programs, Market Research, Team Building, Teaching, Time Management, Team Management, Strategic Planning, Graphic Design
Education
The Catholic University of America 2011 — 2015
B.S.B.A., Business Administration, concentration in Finance
Meredith Laurienzo Meredith Laurienzo's UBS Wealth Management Experience September 2014 - May 2015
Job UBS Financial Services
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management September 2014 - May 2015
NFC Mortgage Co, LLC June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Stache Media/ Red Distribution August 2013 - December 2013
Paolino Properties June 2013 - August 2013
United States Senate May 2012 - August 2012
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
UBS July 2015 - Present
UBS Wealth Management September 2014 - May 2015
NFC Mortgage Co, LLC June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Stache Media/ Red Distribution August 2013 - December 2013
Paolino Properties June 2013 - August 2013
United States Senate May 2012 - August 2012
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Connor Cregan Connor Cregan's UBS Wealth Management Experience May 2012 - August 2012
Job Assistant Accountant at Turner Construction Company
Industry Accounting
Experience
Turner Construction Company December 2014 - Present
Fado Irish Pub May 2013 - April 2014
UBS Wealth Management May 2012 - August 2012
St. Francis Preparatory School June 2010 - August 2010
Skills
Accounting, Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Presentations, Financial Reporting, PowerPoint, Social Networking, Public Speaking, Research, Event Planning, Management, Time Management, Finance, Financial Analysis, Team Leadership
Education
The Catholic University of America 2010 — 2014
B.S.B.A, Accounting
St. Francis Preparatory High School 2006 — 2010
Turner Construction Company December 2014 - Present
Fado Irish Pub May 2013 - April 2014
UBS Wealth Management May 2012 - August 2012
St. Francis Preparatory School June 2010 - August 2010
Skills
Accounting, Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Presentations, Financial Reporting, PowerPoint, Social Networking, Public Speaking, Research, Event Planning, Management, Time Management, Finance, Financial Analysis, Team Leadership
Education
The Catholic University of America 2010 — 2014
B.S.B.A, Accounting
St. Francis Preparatory High School 2006 — 2010
Matthew Klopfer's UBS Wealth Management Experience September 2009 - December 2009
Job Sponsor Finance at GE Antares Capital
Industry Financial Services
Experience
GE Capital April 2014 - Present
GE Capital April 2013 - April 2014
GE Capital July 2011 - April 2013
Credit Suisse June 2010 - August 2010
UBS Wealth Management September 2009 - December 2009
Education
Baruch College/Zicklin School of Business/CUNY 2006 — 2010
Bachelor, Business Administration; Finance and Investments
Fachhochschule für Wirtschaft Berlin 2008 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
GE Capital April 2014 - Present
GE Capital April 2013 - April 2014
GE Capital July 2011 - April 2013
Credit Suisse June 2010 - August 2010
UBS Wealth Management September 2009 - December 2009
Education
Baruch College/Zicklin School of Business/CUNY 2006 — 2010
Bachelor, Business Administration; Finance and Investments
Fachhochschule für Wirtschaft Berlin 2008 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
Sam Bates, MBA's UBS Wealth Management Experience June 2005 - August 2006
Job Indirect Tax Manager at JP Energy
Industry Financial Services
Experience
JP Energy September 2012 - Present
Cornerstone Management 2010 - Present
McGladrey October 2011 - September 2012
Grant Thornton LLP 2010 - October 2011
Ryan June 2008 - 2009
UBS Wealth Management June 2005 - August 2006
Skills
Tax, Financial Modeling, Finance, Accounting, Auditing, Investments, Management, Tax Law, Private Equity, Mutual Funds, Mergers & Acquisitions, Due Diligence, Financial Analysis, Internal Controls, Insurance, Valuation, Strategic Financial..., Financial Accounting, Real Estate, Financial Reporting, GAAP, Corporate Finance, Portfolio Management, Small Business, CPA
Education
Texas Tech University 2006 — 2008
Master's, Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2008
M.B.A, Business Administration
Texas A&M University 2001 — 2005
BBA, Finance
Texas A&M University - Mays Business School 2001 — 2005
B.B.A, Finance
JP Energy September 2012 - Present
Cornerstone Management 2010 - Present
McGladrey October 2011 - September 2012
Grant Thornton LLP 2010 - October 2011
Ryan June 2008 - 2009
UBS Wealth Management June 2005 - August 2006
Skills
Tax, Financial Modeling, Finance, Accounting, Auditing, Investments, Management, Tax Law, Private Equity, Mutual Funds, Mergers & Acquisitions, Due Diligence, Financial Analysis, Internal Controls, Insurance, Valuation, Strategic Financial..., Financial Accounting, Real Estate, Financial Reporting, GAAP, Corporate Finance, Portfolio Management, Small Business, CPA
Education
Texas Tech University 2006 — 2008
Master's, Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2008
M.B.A, Business Administration
Texas A&M University 2001 — 2005
BBA, Finance
Texas A&M University - Mays Business School 2001 — 2005
B.B.A, Finance
Daniel Mauri's UBS Wealth Management Experience June 2014 - August 2014
Job Summer Analyst at Neuberger Berman
Industry
Experience
Neuberger Berman June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Electronic Ink June 2013 - August 2013
Skills
Research, Financial Modeling, Valuation, FactSet, Microsoft Excel, Management, Sales, PowerPoint, English, Outlook, Microsoft Word, Leadership, Windows, Microsoft Office, Customer Service, Spanish, Photoshop, Team Building, Morningstar, Cold Calling, Teaching, Client Prospecting
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Dual Concentration Finance and International Business, Dean's Honor List
Friends Select School 2008 — 2012
Neuberger Berman June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Electronic Ink June 2013 - August 2013
Skills
Research, Financial Modeling, Valuation, FactSet, Microsoft Excel, Management, Sales, PowerPoint, English, Outlook, Microsoft Word, Leadership, Windows, Microsoft Office, Customer Service, Spanish, Photoshop, Team Building, Morningstar, Cold Calling, Teaching, Client Prospecting
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Dual Concentration Finance and International Business, Dean's Honor List
Friends Select School 2008 — 2012
Matthew Monaco's UBS Wealth Management Experience March 2014 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
Merrill Lynch March 2011 - Present
MetLife April 2007 - May 2011
The Ayco Company, L.P. May 2006 - April 2007
Skills
Estate Planning, Insurance, Series 7, Finance, Wealth Management...
Education
University of Massachusetts, Amherst 2011 — 2013
MBA
The American College 2012 — 2012
CLU
University of Georgia - Terry College of Business 2008 — 2010
CFP
The College of New Jersey 2002 — 2006
Bachelors of Science, Finance
Oxford University 2004 — 2005
Marketing
UBS Wealth Management March 2014 - Present
Merrill Lynch March 2011 - Present
MetLife April 2007 - May 2011
The Ayco Company, L.P. May 2006 - April 2007
Skills
Estate Planning, Insurance, Series 7, Finance, Wealth Management...
Education
University of Massachusetts, Amherst 2011 — 2013
MBA
The American College 2012 — 2012
CLU
University of Georgia - Terry College of Business 2008 — 2010
CFP
The College of New Jersey 2002 — 2006
Bachelors of Science, Finance
Oxford University 2004 — 2005
Marketing
Lin Elliott Lin Elliott's UBS Wealth Management Experience September 1997 - February 2009
Job Investment Manager at Texas Farm Bureau Insurance Companies
Industry Insurance
Experience
Texas Farm Bureau Insurance Companies February 2009 - Present
UBS Wealth Management September 1997 - February 2009
National Football League May 1992 - June 1996
Skills
401k, Estate Planning, Life Insurance, Management, Team Building, Fixed Annuities, Series 63, Asset Management, New Business Development, Finance, Insurance, Underwriting, Financial Planners, Wealth Management, Financial Analysis, Strategic Planning, Sales Management, Long-term Care, Investments, Sales, Financial Services, Marketing, Portfolio Management, Strategic Financial..., Accounting, Retirement, Small Business
Education
Texas Tech University 1987 — 1992
Finance, Real Estate
Texas Farm Bureau Insurance Companies February 2009 - Present
UBS Wealth Management September 1997 - February 2009
National Football League May 1992 - June 1996
Skills
401k, Estate Planning, Life Insurance, Management, Team Building, Fixed Annuities, Series 63, Asset Management, New Business Development, Finance, Insurance, Underwriting, Financial Planners, Wealth Management, Financial Analysis, Strategic Planning, Sales Management, Long-term Care, Investments, Sales, Financial Services, Marketing, Portfolio Management, Strategic Financial..., Accounting, Retirement, Small Business
Education
Texas Tech University 1987 — 1992
Finance, Real Estate
Will Swanek Will Swanek's UBS Wealth Management Experience June 2010 - September 2010
Job Advanced Analytics Analyst Bath & Body Works Direct at Limited Brands
Industry Financial Services
Experience
Limited Brands October 2013 - Present
Limited Brands December 2012 - October 2013
Limited Brands December 2011 - December 2012
Limited Brands March 2011 - December 2011
UBS Wealth Management June 2010 - September 2010
Ohio Historical Society June 2010 - September 2010
Skills
Accounting, Analysis, Accounts Payable, Finance, Microsoft Excel, Auditing, Invoicing, Retail, Financial Statements, Investments, Portfolio Management, Financial Analysis, Forecasting, Access, Financial Modeling, Data Analysis, Financial Reporting, PowerPoint, SAP, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science Business Administration, Finance
The Ohio State University 2008 — 2012
Bachelor of Arts, History
Limited Brands October 2013 - Present
Limited Brands December 2012 - October 2013
Limited Brands December 2011 - December 2012
Limited Brands March 2011 - December 2011
UBS Wealth Management June 2010 - September 2010
Ohio Historical Society June 2010 - September 2010
Skills
Accounting, Analysis, Accounts Payable, Finance, Microsoft Excel, Auditing, Invoicing, Retail, Financial Statements, Investments, Portfolio Management, Financial Analysis, Forecasting, Access, Financial Modeling, Data Analysis, Financial Reporting, PowerPoint, SAP, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science Business Administration, Finance
The Ohio State University 2008 — 2012
Bachelor of Arts, History
R. Ashley Early's UBS Wealth Management Experience April 2007 - March 2009
Job Principal / Owner Dominion Capital Partners, Inc.
Industry Investment Banking
Experience
Dominion Capital Partners, Inc. (and formerly The Treadwell Group, Inc.) September 2008 - Present
UBS Wealth Management April 2007 - March 2009
U.S. Trust (formerly Bank of America Private Bank) March 2001 - April 2007
A.G. Edwards & Sons, Inc. July 1998 - March 2001
Nelson, McPherson, Summers & Santos, PC June 1996 - July 1998
Commonwealth of Virginia November 1990 - August 1993
Skills
Investments, Securities, Corporate Law, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Strategic Planning, Asset Managment, Mergers, Real Estate, Banking, Business Strategy, Contract Negotiation, Entrepreneurship
Education
Washington and Lee University School of Law 1993 — 1996
JD, Securities & Corporate Law
The Citadel 1985 — 1989
BA, Political Science
Dominion Capital Partners, Inc. (and formerly The Treadwell Group, Inc.) September 2008 - Present
UBS Wealth Management April 2007 - March 2009
U.S. Trust (formerly Bank of America Private Bank) March 2001 - April 2007
A.G. Edwards & Sons, Inc. July 1998 - March 2001
Nelson, McPherson, Summers & Santos, PC June 1996 - July 1998
Commonwealth of Virginia November 1990 - August 1993
Skills
Investments, Securities, Corporate Law, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Strategic Planning, Asset Managment, Mergers, Real Estate, Banking, Business Strategy, Contract Negotiation, Entrepreneurship
Education
Washington and Lee University School of Law 1993 — 1996
JD, Securities & Corporate Law
The Citadel 1985 — 1989
BA, Political Science
John S. Adams's UBS Wealth Management Experience June 2007 - Present
Job Senior Portfolio Manager, The Arbor Group at UBS
Industry Investment Management
Experience
UBS Wealth Management June 2007 - Present
Salomon Smith Barney March 2000 - June 2007
CIBC Oppenheimer September 1997 - March 2000
Education
The American College 1998 — 2002
Masters in Management and Masters in Financial Services, Management
The Evergreen State College 1978 — 1982
Bachelor of Arts (B.A.), Classical Music, Business Administration
UBS Wealth Management June 2007 - Present
Salomon Smith Barney March 2000 - June 2007
CIBC Oppenheimer September 1997 - March 2000
Education
The American College 1998 — 2002
Masters in Management and Masters in Financial Services, Management
The Evergreen State College 1978 — 1982
Bachelor of Arts (B.A.), Classical Music, Business Administration
Kevin Kernan Kevin Kernan's UBS Wealth Management Experience August 1996 - January 2005
Job First Vice President, Investments at Kernan Wealth Management Group of Raymond James
Industry Financial Services
Experience
Kernan Wealth Management Group of Ramond James January 2005 - Present
UBS Wealth Management August 1996 - January 2005
Merrill Lynch October 1991 - August 1996
Education
Texas A&M University 1987 — 1991
BS, Economics
Kernan Wealth Management Group of Ramond James January 2005 - Present
UBS Wealth Management August 1996 - January 2005
Merrill Lynch October 1991 - August 1996
Education
Texas A&M University 1987 — 1991
BS, Economics
Chadlee McNair's UBS Wealth Management Experience June 2013 - September 2014
Job MME Banking Intern with HSBC
Industry Banking
Experience
HSBC Commercial Banking June 2015 - Present
UBS Wealth Management June 2013 - September 2014
NuStar Energy Corporation September 2011 - August 2012
Aspen Beverage Group May 2007 - August 2007
Skills
Media Relations, Public Relations, Project Planning
Education
Texas A&M University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
HSBC Commercial Banking June 2015 - Present
UBS Wealth Management June 2013 - September 2014
NuStar Energy Corporation September 2011 - August 2012
Aspen Beverage Group May 2007 - August 2007
Skills
Media Relations, Public Relations, Project Planning
Education
Texas A&M University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Omid R. Alimohammadi Omid R. Alimohammadi's UBS Wealth Management Experience October 2014 - Present
Job Junior Wealth Management Officer bei UBS
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Skills
Wealth Management, Portfolio Management, Financial Markets, Investment Banking, Banking Law, Human Rights, Vermögensverwaltung
Education
WU (Wirtschaftsuniversität Wien)
Bachelor of Laws (LL.B.), Business Law, 1.8 (Austrian grading system)
WU (Wirtschaftsuniversität Wien)
Mag. rer. soc. oec. (M.Sc.), International Business and Law, 1.8 (Austrian grading system)
The London School of Economics and Political Science (LSE)
Diploma, Management- Strategic Marketing, A
UBS Wealth Management October 2014 - Present
Skills
Wealth Management, Portfolio Management, Financial Markets, Investment Banking, Banking Law, Human Rights, Vermögensverwaltung
Education
WU (Wirtschaftsuniversität Wien)
Bachelor of Laws (LL.B.), Business Law, 1.8 (Austrian grading system)
WU (Wirtschaftsuniversität Wien)
Mag. rer. soc. oec. (M.Sc.), International Business and Law, 1.8 (Austrian grading system)
The London School of Economics and Political Science (LSE)
Diploma, Management- Strategic Marketing, A
Jessica Iori's UBS Wealth Management Experience October 2013 - December 2013
Job Consultant at IBM
Industry International Affairs
Experience
IBM October 2014 - Present
GWU Center for Career Services August 2012 - May 2014
UBS Wealth Management October 2013 - December 2013
Barclays Investment Bank June 2013 - August 2013
Lisner Auditorium at The George Washington University August 2012 - January 2013
Valpak Advertising July 2012 - August 2012
Global Partnership Schools May 2012 - July 2012
National Partnership for Women and Family (NPWF) February 2012 - May 2012
Career and Academic Planning Office at James Madison University August 2011 - December 2011
Skills
Facebook, Politics, Editing, Social Media, Event Management, Social Networking, Public Speaking, Press Releases, Spanish, Research, Community Outreach, Media Relations, Strategic Communications, Event Planning, PowerPoint, Marketing, Microsoft Excel, Program Development, Nonprofits, Blogging, Fundraising, Data Analysis, Higher Education, Microsoft Office, International Relations, French, Volunteer Management, Public Relations, Marketing Strategy, Newsletters, Program Management, Microsoft Word, Political Science, Copy Editing, Sales, Policy Analysis, Social Media Marketing, Leadership Development, Leadership, Teaching, Public Policy, Online Advertising
Education
The George Washington University 2012 — 2014
Bachelor of Arts, International Affairs, Senior
GWU Madrid Study Abroad Program 2013 — 2013
Bachelor of Arts (B.A.), International Affairs
University at Albany Study Abroad Program 2011 — 2011
Bachelor of Arts, International Affairs
Poly Prep 2006 — 2010
IBM October 2014 - Present
GWU Center for Career Services August 2012 - May 2014
UBS Wealth Management October 2013 - December 2013
Barclays Investment Bank June 2013 - August 2013
Lisner Auditorium at The George Washington University August 2012 - January 2013
Valpak Advertising July 2012 - August 2012
Global Partnership Schools May 2012 - July 2012
National Partnership for Women and Family (NPWF) February 2012 - May 2012
Career and Academic Planning Office at James Madison University August 2011 - December 2011
Skills
Facebook, Politics, Editing, Social Media, Event Management, Social Networking, Public Speaking, Press Releases, Spanish, Research, Community Outreach, Media Relations, Strategic Communications, Event Planning, PowerPoint, Marketing, Microsoft Excel, Program Development, Nonprofits, Blogging, Fundraising, Data Analysis, Higher Education, Microsoft Office, International Relations, French, Volunteer Management, Public Relations, Marketing Strategy, Newsletters, Program Management, Microsoft Word, Political Science, Copy Editing, Sales, Policy Analysis, Social Media Marketing, Leadership Development, Leadership, Teaching, Public Policy, Online Advertising
Education
The George Washington University 2012 — 2014
Bachelor of Arts, International Affairs, Senior
GWU Madrid Study Abroad Program 2013 — 2013
Bachelor of Arts (B.A.), International Affairs
University at Albany Study Abroad Program 2011 — 2011
Bachelor of Arts, International Affairs
Poly Prep 2006 — 2010
Gabrielle Feichtl Gabrielle Feichtl's UBS Wealth Management Experience June 2006 - December 2014
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2006 - December 2014
Goldman Sachs February 2004 - June 2006
ACE Group October 2002 - January 2004
Deutsche Bank June 1997 - October 2002
Skills
Wealth Management, Financial Services, Performance Reporting, Reconciliation, Hedge Funds, Finance, Staff Management, Staff Development, Motivation, Process Improvement, Quality Assurance, Risk Management, Regulatory Affairs, Advent, Rumba, Microsoft Excel, Microsoft Word, PowerPoint, Series 99, Analysis, Account Reconciliation, Asset Management, Fixed Income, Portfolio Management, Leadership
Education
The College of New Jersey 1993 — 1997
Bachelor of Science (B.S.), Finance, General
UBS Wealth Management June 2006 - December 2014
Goldman Sachs February 2004 - June 2006
ACE Group October 2002 - January 2004
Deutsche Bank June 1997 - October 2002
Skills
Wealth Management, Financial Services, Performance Reporting, Reconciliation, Hedge Funds, Finance, Staff Management, Staff Development, Motivation, Process Improvement, Quality Assurance, Risk Management, Regulatory Affairs, Advent, Rumba, Microsoft Excel, Microsoft Word, PowerPoint, Series 99, Analysis, Account Reconciliation, Asset Management, Fixed Income, Portfolio Management, Leadership
Education
The College of New Jersey 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Harrison Hunt Harrison Hunt's UBS Wealth Management Experience August 2012 - December 2012
Job Investment Analyst at Prudential Mortgage Capital
Industry Financial Services
Experience
JPMorgan Chase June 2014 - August 2014
Texas A&M FMA - Financial Management Association May 2012 - February 2014
Real Estate Research Center at Texas A&M December 2013 - 2014
The Entrepreneurship Society at Texas A&M February 2013 - June 2013
UBS Wealth Management August 2012 - December 2012
NAI REOC Austin
Hunt Development, Ltd. January 2009 - January 2010
The Executives Club February 2009 - December 2009
Skills
Microsoft Excel, Finance, Graphic Design, PowerPoint, Microsoft Word, Microsoft Office, Real Estate, Final Cut Pro, Visual Basic, Adobe Photoshop, Pro forma Modeling, Public Speaking, Selling, Sales
Education
Texas A&M University 2013 — 2014
Masters of Real Estate - Finance
Texas A&M University 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi 2009 — 2011
General Business
JPMorgan Chase June 2014 - August 2014
Texas A&M FMA - Financial Management Association May 2012 - February 2014
Real Estate Research Center at Texas A&M December 2013 - 2014
The Entrepreneurship Society at Texas A&M February 2013 - June 2013
UBS Wealth Management August 2012 - December 2012
NAI REOC Austin
Hunt Development, Ltd. January 2009 - January 2010
The Executives Club February 2009 - December 2009
Skills
Microsoft Excel, Finance, Graphic Design, PowerPoint, Microsoft Word, Microsoft Office, Real Estate, Final Cut Pro, Visual Basic, Adobe Photoshop, Pro forma Modeling, Public Speaking, Selling, Sales
Education
Texas A&M University 2013 — 2014
Masters of Real Estate - Finance
Texas A&M University 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi 2009 — 2011
General Business
Jordan Cipriani Jordan Cipriani's UBS Wealth Management Experience May 2009 - August 2009
Job Associate Consultant at R.V. Kuhns & Associates, Inc.
Industry Investment Management
Experience
R.V. Kuhns & Associates, Inc. October 2012 - Present
Cambridge Associates June 2012 - October 2012
Cambridge Associates September 2011 - June 2012
Cambridge Associates September 2010 - September 2011
The Seneca Group LLC February 2010 - June 2010
UBS Wealth Management May 2009 - August 2009
Skills
Investments, Alternative Investments, Bloomberg, Hedge Funds, Asset Allocation, Defined Contribution, Defined Benefit, Endowments, Due Diligence, Portfolio Management, Financial Analysis, Valuation, Investment Management, Investment Strategies, Asset Management, Fixed Income
Education
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, International Business
Universidad Autonoma de Madrid 2009 — 2009
International Business Study Abroad Program
Central Catholic High School 2002 — 2006
R.V. Kuhns & Associates, Inc. October 2012 - Present
Cambridge Associates June 2012 - October 2012
Cambridge Associates September 2011 - June 2012
Cambridge Associates September 2010 - September 2011
The Seneca Group LLC February 2010 - June 2010
UBS Wealth Management May 2009 - August 2009
Skills
Investments, Alternative Investments, Bloomberg, Hedge Funds, Asset Allocation, Defined Contribution, Defined Benefit, Endowments, Due Diligence, Portfolio Management, Financial Analysis, Valuation, Investment Management, Investment Strategies, Asset Management, Fixed Income
Education
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, International Business
Universidad Autonoma de Madrid 2009 — 2009
International Business Study Abroad Program
Central Catholic High School 2002 — 2006
Nico Bergmann Nico Bergmann's UBS Wealth Management Experience June 2012 - September 2012
Job Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group August 2015 - Present
Triage Consulting Group August 2014 - July 2015
UBS Wealth Management June 2012 - September 2012
Skills
Microsoft Excel, Financial Modeling, Investments, Financial Analysis, PowerPoint, Microsoft Office, Public Speaking
Education
University of Southern California 2010 — 2014
Economics/Mathematics
London School of Economics and Political Science 2012 — 2013
General Course, Maths and Economics
Analysis Group August 2015 - Present
Triage Consulting Group August 2014 - July 2015
UBS Wealth Management June 2012 - September 2012
Skills
Microsoft Excel, Financial Modeling, Investments, Financial Analysis, PowerPoint, Microsoft Office, Public Speaking
Education
University of Southern California 2010 — 2014
Economics/Mathematics
London School of Economics and Political Science 2012 — 2013
General Course, Maths and Economics
Mike Emerson Mike Emerson's UBS Wealth Management Experience May 2008 - September 2008
Job Senior Associate at RMB Capital
Industry Financial Services
Experience
RMB Capital January 2014 - Present
Ronin Capital November 2011 - May 2012
303 Capital Partners, LLC January 2011 - October 2011
Morgan Stanley Smith Barney February 2010 - December 2010
UBS Wealth Management May 2008 - September 2008
Education
The University of Chicago 2006 — 2010
Bachelor’s Degree
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance, General
RMB Capital January 2014 - Present
Ronin Capital November 2011 - May 2012
303 Capital Partners, LLC January 2011 - October 2011
Morgan Stanley Smith Barney February 2010 - December 2010
UBS Wealth Management May 2008 - September 2008
Education
The University of Chicago 2006 — 2010
Bachelor’s Degree
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance, General
Joseph Hurtekant Joseph Hurtekant's UBS Wealth Management Experience May 2010 - August 2010
Job Sr. Analyst Principal Investments at Teacher Retirement System of Texas
Industry Venture Capital & Private Equity
Experience
Teacher Retirement System of Texas May 2015 - Present
Leonard Green & Partners May 2012 - January 2014
Cedar Hill Capital Partners July 2011 - August 2011
UBS Wealth Management May 2010 - August 2010
Skills
Private Equity
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance
The Chinese University of Hong Kong 2010 — 2010
International Asian Studies Program
Teacher Retirement System of Texas May 2015 - Present
Leonard Green & Partners May 2012 - January 2014
Cedar Hill Capital Partners July 2011 - August 2011
UBS Wealth Management May 2010 - August 2010
Skills
Private Equity
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance
The Chinese University of Hong Kong 2010 — 2010
International Asian Studies Program
Virginia D. Castro, PMP Virginia D. Castro, PMP's UBS Wealth Management Experience June 2005 - August 2005
Job Energy Industry Analyst at the Federal Energy Regulatory Commission
Industry Government Administration
Experience
Federal Energy Regulatory Commission January 2015 - Present
Federal Energy Regulatory Commission February 2012 - January 2015
George Washington University March 2012 - May 2012
Taylor-DeJongh June 2011 - August 2011
International Strategy & Investment Group January 2006 - July 2010
UBS Wealth Management June 2005 - August 2005
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance & International Business
The George Washington University 2002 — 2005
BA, Political Science & Public Policy
Dwight Englewood High School 1998 — 2002
Elisabeth Morrow School
Federal Energy Regulatory Commission January 2015 - Present
Federal Energy Regulatory Commission February 2012 - January 2015
George Washington University March 2012 - May 2012
Taylor-DeJongh June 2011 - August 2011
International Strategy & Investment Group January 2006 - July 2010
UBS Wealth Management June 2005 - August 2005
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance & International Business
The George Washington University 2002 — 2005
BA, Political Science & Public Policy
Dwight Englewood High School 1998 — 2002
Elisabeth Morrow School
Kewen Xie's UBS Wealth Management Experience October 2009 - June 2010
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Citi July 2011 - May 2014
UBS Wealth Management October 2009 - June 2010
U.S. Department of Commerce May 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Corporate Finance, Valuation, Financial Analysis, Product Management, Banking, Management, PowerPoint, Microsoft PowerPoint, Portfolio Management, Cash Management, Finance
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & International Business
Citi May 2014 - Present
Citi July 2011 - May 2014
UBS Wealth Management October 2009 - June 2010
U.S. Department of Commerce May 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Corporate Finance, Valuation, Financial Analysis, Product Management, Banking, Management, PowerPoint, Microsoft PowerPoint, Portfolio Management, Cash Management, Finance
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & International Business
Bernard Armstrong Bernard Armstrong's UBS Wealth Management Experience May 2005 - September 2009
Job DirectorInvestments at Oppenheimer
Industry Financial Services
Experience
Oppenheimer October 2009 - Present
UBS Wealth Management May 2005 - September 2009
GartnerGroup 1987 - 2001
Gartner Group 1987 - 2001
Gartner 1987 - 2001
Skills
Estate Planning, Financial Planning, Retirement Planning, Asset, Allocations, Investments, Trusts, Wealth Management, Asset Management, Wealth Accumulation, Asset Protection, Investment Strategies, Portfolio Management, Annuities, Risk Management, Asset Allocation, Insurance, Investment Advisory, Series 7, Retirement, Strategic Financial..., Asset Managment, Fixed Annuities, IRAs, Alternative Investments, Finance, Mutual Funds, Series 63
Education
The Johns Hopkins University
Bachelor of Arts (BA), Business and Finance
Oppenheimer October 2009 - Present
UBS Wealth Management May 2005 - September 2009
GartnerGroup 1987 - 2001
Gartner Group 1987 - 2001
Gartner 1987 - 2001
Skills
Estate Planning, Financial Planning, Retirement Planning, Asset, Allocations, Investments, Trusts, Wealth Management, Asset Management, Wealth Accumulation, Asset Protection, Investment Strategies, Portfolio Management, Annuities, Risk Management, Asset Allocation, Insurance, Investment Advisory, Series 7, Retirement, Strategic Financial..., Asset Managment, Fixed Annuities, IRAs, Alternative Investments, Finance, Mutual Funds, Series 63
Education
The Johns Hopkins University
Bachelor of Arts (BA), Business and Finance
Katherine (Rossi) Dellolio Katherine (Rossi) Dellolio's UBS Wealth Management Experience September 2008 - May 2009
Job Senior Associate, Regulatory Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
Kelly Chu Kelly Chu's UBS Wealth Management Experience July 2013 - August 2013
Job Incoming Investment Banking Analyst at J.P. Morgan, Student at The Johns Hopkins University
Industry Financial Services
Experience
Financial Accounting 203 May 2014 - Present
J.P. Morgan June 2015 - July 2015
Richmond Optimus Capital Management August 2014 - May 2015
HT Capital Advisors, LLC July 2014 - August 2014
Stelliam Investment Management June 2014 - July 2014
UBS Wealth Management July 2013 - August 2013
The Scott Lask Wealth Management Group LLC May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Economics, Microsoft Word, Research, Financial Analysis, Statistics, Analysis, Bloomberg Terminal, Leadership, Outlook, Teamwork, Public Speaking, Market Research
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts in Economics, Minors in Financial Economics and Entrepreneurship & Management, Dean's List (all semesters)
Minisink Valley High School 2008 — 2012
Valedictorian, Advanced Regents Diploma with Honors
Financial Accounting 203 May 2014 - Present
J.P. Morgan June 2015 - July 2015
Richmond Optimus Capital Management August 2014 - May 2015
HT Capital Advisors, LLC July 2014 - August 2014
Stelliam Investment Management June 2014 - July 2014
UBS Wealth Management July 2013 - August 2013
The Scott Lask Wealth Management Group LLC May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Economics, Microsoft Word, Research, Financial Analysis, Statistics, Analysis, Bloomberg Terminal, Leadership, Outlook, Teamwork, Public Speaking, Market Research
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts in Economics, Minors in Financial Economics and Entrepreneurship & Management, Dean's List (all semesters)
Minisink Valley High School 2008 — 2012
Valedictorian, Advanced Regents Diploma with Honors
Jonathan Buckelew, CPA Jonathan Buckelew, CPA's UBS Wealth Management Experience June 2007 - August 2007
Job Accountant at Marcum LLP
Industry Financial Services
Experience
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Brandon Hoffman Brandon Hoffman's UBS Wealth Management Experience January 2013 - April 2013
Job Leasing Associate at Ashkenazy Acquisition Corp.
Industry Real Estate
Experience
Ashkenazy Acquisition Corp. July 2015 - Present
DJ B-Hoff Entertainment May 2012 - July 2015
Core Real Estate Capital LLC February 2015 - May 2015
Discover Financial Services May 2014 - August 2014
OmegaFi May 2013 - August 2013
UBS Wealth Management January 2013 - April 2013
Maryland State Senatorial Campaign May 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Leadership, Marketing, Public Relations, Management, Entrepreneurship, Analysis, Team Leadership, Finance, Social Networking, Facebook, New Business Development, Strategy
Education
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Universitat Autònoma de Barcelona
International Finance
Ashkenazy Acquisition Corp. July 2015 - Present
DJ B-Hoff Entertainment May 2012 - July 2015
Core Real Estate Capital LLC February 2015 - May 2015
Discover Financial Services May 2014 - August 2014
OmegaFi May 2013 - August 2013
UBS Wealth Management January 2013 - April 2013
Maryland State Senatorial Campaign May 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Leadership, Marketing, Public Relations, Management, Entrepreneurship, Analysis, Team Leadership, Finance, Social Networking, Facebook, New Business Development, Strategy
Education
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Universitat Autònoma de Barcelona
International Finance
Hammond Han's UBS Wealth Management Experience September 2008 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management September 2008 - Present
Citigroup August 2002 - September 2008
Merrill Lynch May 1997 - August 2002
JPMorgan Chase & Co. January 1992 - May 1997
Education
The George Washington University
Master of Business Administration (MBA), Finance and Investments
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Information Science
UBS Wealth Management September 2008 - Present
Citigroup August 2002 - September 2008
Merrill Lynch May 1997 - August 2002
JPMorgan Chase & Co. January 1992 - May 1997
Education
The George Washington University
Master of Business Administration (MBA), Finance and Investments
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Information Science
Lawrence Manolio's UBS Wealth Management Experience July 2008 - July 2015
Job Financial Advisor Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
UBS Wealth Management July 2008 - July 2015
A.G. Edwards & Sons, Inc. December 2007 - July 2008
Skills
Retirement Planning, Investment Planning, Portfolio Management, Risk Management, Strategic Financial..., Estate Planning, Alternative Investments, Financial Analysis, Wealth Management
Education
The Catholic University of America
Bachelor of Science (B.S.), Finance, Economics
Wells Fargo Advisors July 2015 - Present
UBS Wealth Management July 2008 - July 2015
A.G. Edwards & Sons, Inc. December 2007 - July 2008
Skills
Retirement Planning, Investment Planning, Portfolio Management, Risk Management, Strategic Financial..., Estate Planning, Alternative Investments, Financial Analysis, Wealth Management
Education
The Catholic University of America
Bachelor of Science (B.S.), Finance, Economics
Hansu Yum Hansu Yum's UBS Wealth Management Experience September 2014 - January 2015
Job Client Service Associate at UBS Wealth Management
Industry Investment Banking
Experience
UBS Wealth Management September 2014 - January 2015
UBS Wealth Management May 2014 - July 2014
ASrIA - Association for Sustainable & Responsible Investment in Asia May 2013 - June 2013
The Ohio State University December 2012 - May 2013
InterContinental Hotels Group September 2008 - December 2009
Republic of Korea Army December 2005 - December 2007
Skills
Accounting, Wealth Management, Microsoft Excel, Finance, Microsoft Office, Research, R, Financial Analysis, Analysis, Statistical Tools, Minitab, Leadership, Management, Databases, Internal Controls, Microsoft Word, stat tool
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Bachelor's Degree, Finance, investment
The Ohio State University 2012 — 2014
Bachelor of Science (B.S.), finance and investment
UBS Wealth Management September 2014 - January 2015
UBS Wealth Management May 2014 - July 2014
ASrIA - Association for Sustainable & Responsible Investment in Asia May 2013 - June 2013
The Ohio State University December 2012 - May 2013
InterContinental Hotels Group September 2008 - December 2009
Republic of Korea Army December 2005 - December 2007
Skills
Accounting, Wealth Management, Microsoft Excel, Finance, Microsoft Office, Research, R, Financial Analysis, Analysis, Statistical Tools, Minitab, Leadership, Management, Databases, Internal Controls, Microsoft Word, stat tool
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Bachelor's Degree, Finance, investment
The Ohio State University 2012 — 2014
Bachelor of Science (B.S.), finance and investment
Nisha Parikh Nisha Parikh's UBS Wealth Management Experience June 2011 - August 2011
Job Student at The Johns Hopkins University School of Medicine
Industry Medical Practice
Experience
BlueMountain Capital Management March 2012 - August 2012
Groove With Me June 2011 - June 2012
UBS Wealth Management June 2011 - August 2011
Women Aware, Inc. June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, HTML
Education
The Johns Hopkins University School of Medicine 2015 — 2019
Doctor of Medicine (M.D.)
New York University, Stern School of Business 2010 — 2014
Bachelor of Science (B.S.), Management and Social Entrepreneurship
BlueMountain Capital Management March 2012 - August 2012
Groove With Me June 2011 - June 2012
UBS Wealth Management June 2011 - August 2011
Women Aware, Inc. June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, HTML
Education
The Johns Hopkins University School of Medicine 2015 — 2019
Doctor of Medicine (M.D.)
New York University, Stern School of Business 2010 — 2014
Bachelor of Science (B.S.), Management and Social Entrepreneurship
Daniel Minicucci Daniel Minicucci's UBS Wealth Management Experience July 2014 - August 2014
Job Equity Research Intern at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2015 - Present
UBS Wealth Management July 2014 - August 2014
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Teaching, Finance, Microsoft Word, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Cantor Fitzgerald June 2015 - Present
UBS Wealth Management July 2014 - August 2014
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Teaching, Finance, Microsoft Word, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Brian Baumgarten's UBS Wealth Management Experience May 2009 - August 2009
Job Land Business Development at Cortez Resources
Industry Oil & Energy
Experience
Cortez Resources July 2015 - Present
Waggoner and Osborne June 2013 - June 2015
Collins and Young L.L.C December 2012 - May 2013
ConocoPhillips June 2012 - August 2012
Clean Resources November 2011 - May 2012
JB landscape June 2005 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Oil & Gas Industry, Production Forecasting, Production Analysis, Pipeline Development, Energy, Renewable Energy, Natural Gas Trading, Finance, Options, Microsoft Office, Microsoft Excel, Visual Basic, Financial Modeling, PowerPoint, Access, Spanish, Project Management, Economics, Valuation, Market Research, Due Diligence, Financial Analysis, Forecasting, Investments
Education
Texas Christian University 2009 — 2012
Economics, Energy Management and Systems Technology/Technician, Senior
Bellaire High School 2004 — 2008
Cortez Resources July 2015 - Present
Waggoner and Osborne June 2013 - June 2015
Collins and Young L.L.C December 2012 - May 2013
ConocoPhillips June 2012 - August 2012
Clean Resources November 2011 - May 2012
JB landscape June 2005 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Oil & Gas Industry, Production Forecasting, Production Analysis, Pipeline Development, Energy, Renewable Energy, Natural Gas Trading, Finance, Options, Microsoft Office, Microsoft Excel, Visual Basic, Financial Modeling, PowerPoint, Access, Spanish, Project Management, Economics, Valuation, Market Research, Due Diligence, Financial Analysis, Forecasting, Investments
Education
Texas Christian University 2009 — 2012
Economics, Energy Management and Systems Technology/Technician, Senior
Bellaire High School 2004 — 2008
Julia Roseman Julia Roseman's UBS Wealth Management Experience January 2012 - May 2012
Job Research Analyst at Laffer Associates
Industry Investment Banking
Experience
Laffer Associates June 2015 - Present
Deutsche Bank July 2014 - May 2015
Vanderbilt University Medical Center September 2013 - May 2014
Mercer Capital May 2013 - August 2013
Office of Tennessee Governor Bill Haslam January 2013 - May 2013
UBS Wealth Management January 2012 - May 2012
United States House of Representatives January 2010 - May 2010
Education
Vanderbilt University 2011 — 2014
Bachelor of Arts (B.A.), Economics
The George Washington University 2009 — 2011
Bachelor's Degree, Elliott School of International Affairs
Laffer Associates June 2015 - Present
Deutsche Bank July 2014 - May 2015
Vanderbilt University Medical Center September 2013 - May 2014
Mercer Capital May 2013 - August 2013
Office of Tennessee Governor Bill Haslam January 2013 - May 2013
UBS Wealth Management January 2012 - May 2012
United States House of Representatives January 2010 - May 2010
Education
Vanderbilt University 2011 — 2014
Bachelor of Arts (B.A.), Economics
The George Washington University 2009 — 2011
Bachelor's Degree, Elliott School of International Affairs
Glenn Addison Glenn Addison's UBS Wealth Management Experience 2001 - 2003
Job Manager at WILMAR, INC. Fleet Management
Industry Automotive
Experience
WILMAR, INC. 2015 - Present
Merck & Co. Inc (MSD) 2003 - 2014
United States Air Force 1979 - 2009
UBS Wealth Management 2001 - 2003
Transmedical, Inc. 1995 - 2001
B. Braun Medical 1992 - 1995
Durr-Fillauer, Inc. 1989 - 1992
Education
Troy State University
Master’s Degree, Business, Management, Marketing, and Related Support Services
The Citadel 1975 — 1979
BS, Biology
WILMAR, INC. 2015 - Present
Merck & Co. Inc (MSD) 2003 - 2014
United States Air Force 1979 - 2009
UBS Wealth Management 2001 - 2003
Transmedical, Inc. 1995 - 2001
B. Braun Medical 1992 - 1995
Durr-Fillauer, Inc. 1989 - 1992
Education
Troy State University
Master’s Degree, Business, Management, Marketing, and Related Support Services
The Citadel 1975 — 1979
BS, Biology
James Broyd James Broyd's UBS Wealth Management Experience May 2011 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
UBS Wealth Management July 2010 - June 2011
Potbelly Sandwich Works March 2006 - August 2009
The Football Association June 2007 - July 2007
Education
University of Tampa - John H. Sykes College of Business 2009 — 2011
MBA, Finance
The Ohio State University 2004 — 2009
Bachelor of Arts, Strategic Communication and International Business
UBS Wealth Management May 2011 - Present
UBS Wealth Management July 2010 - June 2011
Potbelly Sandwich Works March 2006 - August 2009
The Football Association June 2007 - July 2007
Education
University of Tampa - John H. Sykes College of Business 2009 — 2011
MBA, Finance
The Ohio State University 2004 — 2009
Bachelor of Arts, Strategic Communication and International Business
Jeff Michero Jeff Michero's UBS Wealth Management Experience 2002 - 2007
Job Investment Advisor Representative at Michero Wealth Management
Industry Financial Services
Experience
MICHERO WEALTH MANAGEMENT January 2015 - Present
Mullins Wealth Advisors, LLC. January 2009 - January 2015
Merrill Lynch 2008 - 2009
UBS Wealth Management 2002 - 2007
Skills
Securities, Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Brokerage, Cash Flow, Business Valuation, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Equities, Equity Research, Estate Planning, FINRA, Finance, Financial Modeling, Financial Analysis, Financial Advisory, Financial Reporting, Financial Planners, Fixed Annuities, Forecasting, Investment Properties, Insurance, Investment Strategies, Investments, Life Insurance, Loans, Long-term Care, Mergers, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Risk Management, Series 7, Series 63, Strategic Financial..., Strategic Planning, Strategy, Valuation, Wealth, Wealth Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance & Accounting
MICHERO WEALTH MANAGEMENT January 2015 - Present
Mullins Wealth Advisors, LLC. January 2009 - January 2015
Merrill Lynch 2008 - 2009
UBS Wealth Management 2002 - 2007
Skills
Securities, Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Brokerage, Cash Flow, Business Valuation, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Equities, Equity Research, Estate Planning, FINRA, Finance, Financial Modeling, Financial Analysis, Financial Advisory, Financial Reporting, Financial Planners, Fixed Annuities, Forecasting, Investment Properties, Insurance, Investment Strategies, Investments, Life Insurance, Loans, Long-term Care, Mergers, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Risk Management, Series 7, Series 63, Strategic Financial..., Strategic Planning, Strategy, Valuation, Wealth, Wealth Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Brad Test Brad Test's UBS Wealth Management Experience July 2008 - May 2009
Job Manager Corporate Advisory and Restructuring Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP March 2015 - Present
American Express February 2013 - March 2015
Phoenix Management Services June 2010 - February 2013
UBS Wealth Management July 2008 - May 2009
Education
The Johns Hopkins University 2004 — 2008
B.A., Economics
Germantown Academy
Grant Thornton LLP March 2015 - Present
American Express February 2013 - March 2015
Phoenix Management Services June 2010 - February 2013
UBS Wealth Management July 2008 - May 2009
Education
The Johns Hopkins University 2004 — 2008
B.A., Economics
Germantown Academy
Logan Miller Logan Miller's UBS Wealth Management Experience June 2015 - August 2015
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - August 2015
Phoenix Energy Group June 2015 - August 2015
UBS Wealth Management February 2015 - April 2015
BBYO June 2012 - June 2013
The Queens Courier September 2010 - June 2011
Education
The George Washington University - School of Business 2013 — 2017
Bachelor's Degree, International Business & Business Economics and Public Policy
University of Economics, Prague
UBS Wealth Management June 2015 - August 2015
Phoenix Energy Group June 2015 - August 2015
UBS Wealth Management February 2015 - April 2015
BBYO June 2012 - June 2013
The Queens Courier September 2010 - June 2011
Education
The George Washington University - School of Business 2013 — 2017
Bachelor's Degree, International Business & Business Economics and Public Policy
University of Economics, Prague
Caleb Woolston's UBS Wealth Management Experience June 2011 - August 2011
Job Americas Zone Business Analyst at American Air Liquide
Industry Chemicals
Experience
American Air Liquide March 2014 - Present
American Air Liquide July 2012 - March 2014
UBS Wealth Management June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Accounting, Financial Reporting, Business Process..., PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Business Strategy, Auditing
Education
Texas A&M University - Mays Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
American Air Liquide March 2014 - Present
American Air Liquide July 2012 - March 2014
UBS Wealth Management June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Accounting, Financial Reporting, Business Process..., PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Business Strategy, Auditing
Education
Texas A&M University - Mays Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Richard Jordan's UBS Wealth Management Experience May 2008 - August 2008
Job Director, Regional Operations West
Industry Insurance
Experience
Unum April 2015 - Present
Colonial Life March 2013 - April 2015
Colonial Life February 2012 - March 2013
Wachovia, A Wells Fargo Company June 2010 - May 2012
The Citadel August 2006 - May 2010
Collins and Lacy May 2009 - August 2009
UBS Wealth Management May 2008 - August 2008
Wiles Law Firm May 2008 - August 2008
Education
The Citadel 2006 — 2010
Bachelor's Degree, Business Administration
Unum April 2015 - Present
Colonial Life March 2013 - April 2015
Colonial Life February 2012 - March 2013
Wachovia, A Wells Fargo Company June 2010 - May 2012
The Citadel August 2006 - May 2010
Collins and Lacy May 2009 - August 2009
UBS Wealth Management May 2008 - August 2008
Wiles Law Firm May 2008 - August 2008
Education
The Citadel 2006 — 2010
Bachelor's Degree, Business Administration
Sam Peck Sam Peck's UBS Wealth Management Experience September 2005 - May 2007
Job Acquisitions/Asset Manager at Crow Holdings Capital Partners, L.L.C.
Industry Investment Management
Experience
Crow Holdings Capital Partners, L.L.C. January 2011 - Present
Crow Holdings June 2008 - December 2010
Crow Holdings June 2007 - June 2008
UBS Wealth Management September 2005 - May 2007
Skills
Financial Modeling
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA - Finance with Real Estate Emphasis; Minor - Spanish & Latin American Studies
Crow Holdings Capital Partners, L.L.C. January 2011 - Present
Crow Holdings June 2008 - December 2010
Crow Holdings June 2007 - June 2008
UBS Wealth Management September 2005 - May 2007
Skills
Financial Modeling
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA - Finance with Real Estate Emphasis; Minor - Spanish & Latin American Studies
Jake Johns's UBS Wealth Management Experience June 2014 - December 2014
Job Senior AnalystEMERGE Finance Program at Cardinal Health
Industry Hospital & Health Care
Experience
UBS Wealth Management June 2014 - December 2014
Saint Andrew's School January 2012 - June 2014
Ohio Health June 2013 - August 2013
Education
The Ohio State University 2011 — 2015
Bachelor's Degree, Finance, General, Senior
UBS Wealth Management June 2014 - December 2014
Saint Andrew's School January 2012 - June 2014
Ohio Health June 2013 - August 2013
Education
The Ohio State University 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Barry McAlinden, CFA Barry McAlinden, CFA's UBS Wealth Management Experience November 2005 - Present
Job Executive Director, Fixed Income & Credit Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2005 - Present
UBS Wealth Management February 2004 - November 2005
Merrill Lynch November 2001 - February 2004
Merrill Lynch April 2000 - November 2001
Skills
Bloomberg, Yield Book, Microsoft Office
Education
The College of New Jersey 1996 — 2000
BS, Finance, Economics
UBS Wealth Management November 2005 - Present
UBS Wealth Management February 2004 - November 2005
Merrill Lynch November 2001 - February 2004
Merrill Lynch April 2000 - November 2001
Skills
Bloomberg, Yield Book, Microsoft Office
Education
The College of New Jersey 1996 — 2000
BS, Finance, Economics
Rhett Carter, CFA's UBS Wealth Management Experience July 2008 - February 2011
Job Vaughan Nelson Investment Management
Industry Financial Services
Experience
Vaughan Nelson Investment Management January 2013 - Present
Tudor, Pickering, Holt & Co. February 2011 - January 2013
UBS Wealth Management July 2008 - February 2011
Luther King Capital Management September 2007 - May 2008
Greenbrier Partners May 2007 - September 2007
Carter Properties May 2005 - May 2007
Skills
Investments, Financial Modeling, Equities, Bloomberg, Equity Research, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Valuation, Alternative Investments, Private Equity, Series 7, Investment Banking, Capital Markets, Fixed Income, Due Diligence, Asset Management, Hedge Funds, Trading, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
Finance, Finance
University of Colorado at Boulder 2004 — 2006
Business
Vaughan Nelson Investment Management January 2013 - Present
Tudor, Pickering, Holt & Co. February 2011 - January 2013
UBS Wealth Management July 2008 - February 2011
Luther King Capital Management September 2007 - May 2008
Greenbrier Partners May 2007 - September 2007
Carter Properties May 2005 - May 2007
Skills
Investments, Financial Modeling, Equities, Bloomberg, Equity Research, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Valuation, Alternative Investments, Private Equity, Series 7, Investment Banking, Capital Markets, Fixed Income, Due Diligence, Asset Management, Hedge Funds, Trading, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
Finance, Finance
University of Colorado at Boulder 2004 — 2006
Business
Lane Czura Lane Czura's UBS Wealth Management Experience June 2014 - August 2014
Job Student at Wake Forest University
Industry Banking
Experience
Verger Capital Management September 2014 - December 2014
UBS Wealth Management June 2014 - August 2014
Education
Wake Forest University 2011 — 2015
Finance
The London School of Economics and Political Science (LSE)
Verger Capital Management September 2014 - December 2014
UBS Wealth Management June 2014 - August 2014
Education
Wake Forest University 2011 — 2015
Finance
The London School of Economics and Political Science (LSE)
Henry Pfleger's UBS Wealth Management Experience June 2013 - August 2013
Job Credit Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Johns Hopkins University October 2014 - May 2015
Bloomberg LP May 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Johns Hopkins University March 2011 - 2013
U.S. House of Representatives June 2012 - July 2012
Skills
Stata, Economics, Statistics, Analysis, Research, Data Analysis, Econometrics, Social Media, R, Spanish, Finance, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal
Education
The Johns Hopkins University 2011 — 2014
Bachelor of Arts (BA), Economics
Bloomberg LP June 2015 - Present
Johns Hopkins University October 2014 - May 2015
Bloomberg LP May 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Johns Hopkins University March 2011 - 2013
U.S. House of Representatives June 2012 - July 2012
Skills
Stata, Economics, Statistics, Analysis, Research, Data Analysis, Econometrics, Social Media, R, Spanish, Finance, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal
Education
The Johns Hopkins University 2011 — 2014
Bachelor of Arts (BA), Economics
John Maxwell John Maxwell's UBS Wealth Management Experience June 2012 - August 2012
Job Event Driven Sales Trader at Jefferies
Industry Financial Services
Experience
Jefferies July 2014 - Present
Johns Hopkins Center for Leadership Education May 2012 - Present
Johns Hopkins University Office of Undergraduate Admissions November 2011 - Present
Jefferies LLC May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, Minor: Entrepreneurship and Management
Jefferies July 2014 - Present
Johns Hopkins Center for Leadership Education May 2012 - Present
Johns Hopkins University Office of Undergraduate Admissions November 2011 - Present
Jefferies LLC May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, Minor: Entrepreneurship and Management
Reid Wagner's UBS Wealth Management Experience August 2011 - December 2011
Job MBS Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald October 2012 - Present
UBS Wealth Management August 2011 - December 2011
Rafferty Capital Markets June 2011 - July 2011
Skills
Bloomberg Terminal
Education
Vanderbilt University 2008 — 2012
Bachelor of Science (B.S.)
London School of Economics and Political Science 2010 — 2010
Chaminade High School 2004 — 2008
Cantor Fitzgerald October 2012 - Present
UBS Wealth Management August 2011 - December 2011
Rafferty Capital Markets June 2011 - July 2011
Skills
Bloomberg Terminal
Education
Vanderbilt University 2008 — 2012
Bachelor of Science (B.S.)
London School of Economics and Political Science 2010 — 2010
Chaminade High School 2004 — 2008
Carson Bassett Carson Bassett's UBS Wealth Management Experience May 2010 - August 2010
Job Performance Analyst at BP
Industry Oil & Energy
Experience
BP May 2013 - Present
BP December 2011 - May 2013
BP May 2011 - December 2011
UBS Wealth Management May 2010 - August 2010
Camp Longhorn June 2006 - July 2009
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Finance, Finance, Energy
BP May 2013 - Present
BP December 2011 - May 2013
BP May 2011 - December 2011
UBS Wealth Management May 2010 - August 2010
Camp Longhorn June 2006 - July 2009
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Finance, Finance, Energy
Andrea Ebeling Andrea Ebeling's UBS Wealth Management Experience April 2013 - December 2013
Job Cost Accounting Analyst and Children's Healthcare of Atlanta
Industry Hospital & Health Care
Experience
Children's Healthcare of Atlanta July 2015 - Present
Eaton June 2014 - July 2015
Midwestern Force January 2014 - May 2014
J.Crew June 2012 - May 2014
UBS Wealth Management April 2013 - December 2013
Skills
Time Management, Sales, Leadership, Retail, Strategy, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, SAP BW, SAP ERP
Education
The Ohio State University 2012 — 2014
Bachelor of Science, Business Administration, Finance, 3.64
Virginia Tech University 2010 — 2012
Bachelor of Science, Business Administration, Finance, 3.7
Children's Healthcare of Atlanta July 2015 - Present
Eaton June 2014 - July 2015
Midwestern Force January 2014 - May 2014
J.Crew June 2012 - May 2014
UBS Wealth Management April 2013 - December 2013
Skills
Time Management, Sales, Leadership, Retail, Strategy, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, SAP BW, SAP ERP
Education
The Ohio State University 2012 — 2014
Bachelor of Science, Business Administration, Finance, 3.64
Virginia Tech University 2010 — 2012
Bachelor of Science, Business Administration, Finance, 3.7
Don Addison Don Addison's UBS Wealth Management Experience July 2004 - November 2005
Job Institutional Asset Management | Financial Services | Explorant Energy LLC
Industry Capital Markets
Experience
Explorant Energy LLC November 2013 - Present
Quicksilver Asset Management, LLC April 2007 - September 2013
J.M. Huber Corporation November 2005 - March 2007
UBS Wealth Management July 2004 - November 2005
Hydro Quebec Energy Services US December 1998 - February 2003
BTU Brokers, LLP July 1997 - November 1998
TCT Power, Inc January 1996 - July 1997
Merrill Lynch January 1993 - December 1995
Skills
Wealth Management, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Equities, Retirement Planning, Hedge Funds, Uniform Combined State..., Securities, Wealth Management..., Trading, Commodity, Portfolio Management, Asset Management, Private Equity, Due Diligence, Financial Risk, Risk Management, Capital Markets, Finance, Commodity Markets, Investments, Financial Services, Hedging, Financial Analysis, Equity Trading, Trading Strategies, Project Finance, Options, Executive Management, Fixed Income, Management, Derivatives, Financial Modeling, Strategy, Valuation, Financial Markets
Education
Texas Tech University 1987 — 1992
B.A, Political Science
Explorant Energy LLC November 2013 - Present
Quicksilver Asset Management, LLC April 2007 - September 2013
J.M. Huber Corporation November 2005 - March 2007
UBS Wealth Management July 2004 - November 2005
Hydro Quebec Energy Services US December 1998 - February 2003
BTU Brokers, LLP July 1997 - November 1998
TCT Power, Inc January 1996 - July 1997
Merrill Lynch January 1993 - December 1995
Skills
Wealth Management, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Equities, Retirement Planning, Hedge Funds, Uniform Combined State..., Securities, Wealth Management..., Trading, Commodity, Portfolio Management, Asset Management, Private Equity, Due Diligence, Financial Risk, Risk Management, Capital Markets, Finance, Commodity Markets, Investments, Financial Services, Hedging, Financial Analysis, Equity Trading, Trading Strategies, Project Finance, Options, Executive Management, Fixed Income, Management, Derivatives, Financial Modeling, Strategy, Valuation, Financial Markets
Education
Texas Tech University 1987 — 1992
B.A, Political Science
Brian Robbins Brian Robbins's UBS Wealth Management Experience November 2010 - July 2013
Job Associate at Macquarie Capital
Industry Gambling & Casinos
Experience
Macquarie Group July 2015 - Present
Macquarie Group June 2014 - August 2014
UBS Wealth Management November 2010 - July 2013
MJ Dean Construction, Inc. August 2006 - January 2010
Skills
Valuation, Mergers & Acquisitions, Team Leadership, Business Strategy, Capital Markets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
The Johns Hopkins University 2002 — 2006
BS, Electrical Engineering
Macquarie Group July 2015 - Present
Macquarie Group June 2014 - August 2014
UBS Wealth Management November 2010 - July 2013
MJ Dean Construction, Inc. August 2006 - January 2010
Skills
Valuation, Mergers & Acquisitions, Team Leadership, Business Strategy, Capital Markets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
The Johns Hopkins University 2002 — 2006
BS, Electrical Engineering
Harrison Davis's UBS Wealth Management Experience January 2013 - May 2013
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Davis Landscaping May 2013 - September 2013
UBS Wealth Management January 2013 - May 2013
Olympia Moving & Storage May 2012 - September 2012
City Sports September 2010 - January 2012
Baystate Financial Services June 2011 - August 2011
Tuna Striker Pub May 2010 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis, Market Research, Finance, Sales, Analysis, Management, CRM, Investments, Marketing, Time Management, Leadership, Teamwork, Data Analysis, New Business Development, Microsoft Word
Education
The Catholic University of America 2009 — 2013
BSBA Finance, Finance, General, 3.5
Central Catholic 2005 — 2009
High School Diploma, College Prep
Morgan Stanley Wealth Management July 2014 - Present
Davis Landscaping May 2013 - September 2013
UBS Wealth Management January 2013 - May 2013
Olympia Moving & Storage May 2012 - September 2012
City Sports September 2010 - January 2012
Baystate Financial Services June 2011 - August 2011
Tuna Striker Pub May 2010 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis, Market Research, Finance, Sales, Analysis, Management, CRM, Investments, Marketing, Time Management, Leadership, Teamwork, Data Analysis, New Business Development, Microsoft Word
Education
The Catholic University of America 2009 — 2013
BSBA Finance, Finance, General, 3.5
Central Catholic 2005 — 2009
High School Diploma, College Prep
Corey Young Corey Young's UBS Wealth Management Experience February 2002 - December 2005
Job VP of Finance & Sales at SignaPay
Industry Financial Services
Experience
SignaPay July 2015 - Present
Cuffr June 2015 - Present
SignaPay September 2014 - Present
PayHub, Inc. September 2014 - Present
SignaPay April 2013 - September 2014
Professional Flooring Supply May 2006 - April 2013
Guaranty Bank December 2005 - May 2006
UBS Wealth Management February 2002 - December 2005
Skills
Project Management, IT Management, Accounting and Finance, Risk Management, Management, Process Improvement, Business Analysis, Financial Analysis, Business Process..., Management Consulting, Change Management, Budgets, Business Process, Team Leadership, Project Planning, Business Intelligence, Program Management, IT Strategy, Strategic Planning, Forecasting, Investments, Finance, Financial Reporting
Education
Texas Tech University 1998 — 2001
BS, Family Financial Planning
SignaPay July 2015 - Present
Cuffr June 2015 - Present
SignaPay September 2014 - Present
PayHub, Inc. September 2014 - Present
SignaPay April 2013 - September 2014
Professional Flooring Supply May 2006 - April 2013
Guaranty Bank December 2005 - May 2006
UBS Wealth Management February 2002 - December 2005
Skills
Project Management, IT Management, Accounting and Finance, Risk Management, Management, Process Improvement, Business Analysis, Financial Analysis, Business Process..., Management Consulting, Change Management, Budgets, Business Process, Team Leadership, Project Planning, Business Intelligence, Program Management, IT Strategy, Strategic Planning, Forecasting, Investments, Finance, Financial Reporting
Education
Texas Tech University 1998 — 2001
BS, Family Financial Planning
Nick Mirgeaux's UBS Wealth Management Experience 2001 - 2004
Job Business Development Executive AX at Avanade
Industry Computer Software
Experience
Avanade January 2014 - Present
Denovo 2013 - January 2014
Perficient (Formerly Nascent Systems, LP) 2012 - January 2013
Nascent Systems February 2012 - June 2012
PriceAdvantage January 2011 - December 2011
FuelQuest/Zytax 2007 - 2011
Realm Business Solutions November 2004 - May 2007
UBS Wealth Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Enterprise Software, Sales Process, CRM, Business Development, New Business Development, Selling, Salesforce.com, Sales Operations, Sales Management, ERP, Networking, Pre-sales, Consulting, Marketing Strategy, SaaS, Sales
Education
Texas A&M University 1992 — 1997
Economics & Finance
Avanade January 2014 - Present
Denovo 2013 - January 2014
Perficient (Formerly Nascent Systems, LP) 2012 - January 2013
Nascent Systems February 2012 - June 2012
PriceAdvantage January 2011 - December 2011
FuelQuest/Zytax 2007 - 2011
Realm Business Solutions November 2004 - May 2007
UBS Wealth Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Enterprise Software, Sales Process, CRM, Business Development, New Business Development, Selling, Salesforce.com, Sales Operations, Sales Management, ERP, Networking, Pre-sales, Consulting, Marketing Strategy, SaaS, Sales
Education
Texas A&M University 1992 — 1997
Economics & Finance
Matthew Rinehart Matthew Rinehart's UBS Wealth Management Experience August 2007 - September 2010
Job Director, Accounting & Finance Division at The Search Group Texas
Industry Staffing and Recruiting
Experience
The Search Group - Texas June 2015 - Present
The Delta Companies September 2010 - June 2015
UBS Wealth Management August 2007 - September 2010
The Delta Companies April 2004 - August 2007
Skills
Leadership, Management, Recruiting, Finance, Cold Calling, Account Management, Talent Acquisition, Customer Service, Healthcare, Applicant Tracking..., Team Building, New Business Development, Sourcing, Marketing, Sales
Education
The University of Texas at Dallas 2002 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Texas Christian University 2000 — 2002
The Search Group - Texas June 2015 - Present
The Delta Companies September 2010 - June 2015
UBS Wealth Management August 2007 - September 2010
The Delta Companies April 2004 - August 2007
Skills
Leadership, Management, Recruiting, Finance, Cold Calling, Account Management, Talent Acquisition, Customer Service, Healthcare, Applicant Tracking..., Team Building, New Business Development, Sourcing, Marketing, Sales
Education
The University of Texas at Dallas 2002 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Texas Christian University 2000 — 2002
David Kornreich's UBS Wealth Management Experience May 2007 - August 2007
Job Financial Analyst at Federal Deposit Insurance Corporation (FDIC)
Industry Financial Services
Experience
Federal Deposit Insurance Corporation (FDIC) September 2015 - Present
FDIC December 2011 - September 2015
FDIC April 2010 - December 2011
FDIC May 2008 - April 2010
UBS Wealth Management May 2007 - August 2007
Arthur J. Gallagher & Co. May 2005 - January 2007
Education
The George Washington University 2004 — 2009
BA, Economics
Federal Deposit Insurance Corporation (FDIC) September 2015 - Present
FDIC December 2011 - September 2015
FDIC April 2010 - December 2011
FDIC May 2008 - April 2010
UBS Wealth Management May 2007 - August 2007
Arthur J. Gallagher & Co. May 2005 - January 2007
Education
The George Washington University 2004 — 2009
BA, Economics
Tarah Henick Tarah Henick's UBS Wealth Management Experience April 2015 - Present
Job Team Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
Jeffrey Wesson's UBS Wealth Management Experience January 2000 - June 2003
Job Business Development / Sales
Industry Financial Services
Experience
Business Development February 2013 - Present
Citizens Financial Group, Inc. April 2008 - September 2012
ING Financial Partners January 2006 - April 2008
Santander Bank, N.A. January 2004 - January 2006
UBS Wealth Management January 2000 - June 2003
Prudential Financial January 1996 - January 2000
Skills
New Business Development, Direct Sales, Sales Process, Sales Presentations, Sales Management, Financial Planning, Financial Services, Financial Advisory, Banking, Cold Calling, Investments
Education
University of Vermont
Biochemistry and Molecular Biology
The American College 2004 — 2005
Chartered Financial Consultant ChFC, Financial Planning and Services
Business Development February 2013 - Present
Citizens Financial Group, Inc. April 2008 - September 2012
ING Financial Partners January 2006 - April 2008
Santander Bank, N.A. January 2004 - January 2006
UBS Wealth Management January 2000 - June 2003
Prudential Financial January 1996 - January 2000
Skills
New Business Development, Direct Sales, Sales Process, Sales Presentations, Sales Management, Financial Planning, Financial Services, Financial Advisory, Banking, Cold Calling, Investments
Education
University of Vermont
Biochemistry and Molecular Biology
The American College 2004 — 2005
Chartered Financial Consultant ChFC, Financial Planning and Services
Robert Fleishman's UBS Wealth Management Experience July 2009 - August 2009
Job Entrepreneurship • Business Development • Strategy and Operations
Industry Venture Capital & Private Equity
Experience
Coca-Cola FEMSA January 2015 - June 2015
Coca-Cola FEMSA July 2013 - December 2014
Seale & Associates, Inc. February 2012 - May 2013
Thor Equities July 2011 - August 2011
Mexilink Incorporated July 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Mergers and, Business Strategy, International Business..., Commercial Real Estate, International Logistics, Capital IQ, QuickBooks, Beverage Industry, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Investment Banking, Strategic Planning, Mergers, Mergers & Acquisitions, Strategy, Entrepreneurship, Finance, Investments
Education
The George Washington University - School of Business 2009 — 2013
B.B.A., International Business, Finance
Coca-Cola FEMSA January 2015 - June 2015
Coca-Cola FEMSA July 2013 - December 2014
Seale & Associates, Inc. February 2012 - May 2013
Thor Equities July 2011 - August 2011
Mexilink Incorporated July 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Mergers and, Business Strategy, International Business..., Commercial Real Estate, International Logistics, Capital IQ, QuickBooks, Beverage Industry, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Investment Banking, Strategic Planning, Mergers, Mergers & Acquisitions, Strategy, Entrepreneurship, Finance, Investments
Education
The George Washington University - School of Business 2009 — 2013
B.B.A., International Business, Finance
Joe Courcy's UBS Wealth Management Experience June 2014 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Bank of America April 2008 - November 2013
Countrywide Home Loans February 2003 - April 2008
Skills
Management, Sales, Microsoft Excel, Banking, Vendor Management, Risk Management, Credit, Loans, Portfolio Management, Relationship Management, Mortgage Lending, Process Improvement
Education
Texas A&M University 1993 — 1998
UBS Wealth Management June 2014 - Present
Bank of America April 2008 - November 2013
Countrywide Home Loans February 2003 - April 2008
Skills
Management, Sales, Microsoft Excel, Banking, Vendor Management, Risk Management, Credit, Loans, Portfolio Management, Relationship Management, Mortgage Lending, Process Improvement
Education
Texas A&M University 1993 — 1998
Mario Vicchio's UBS Wealth Management Experience May 2006 - August 2006
Job looking for new opportunities
Industry Information Technology and Services
Experience
Dun & Bradstreet October 2009 - June 2014
Medco May 2009 - October 2009
CIT Group Inc February 2007 - August 2008
UBS Wealth Management May 2006 - August 2006
CIBC Wealth Management February 2006 - May 2006
Medco Health Solutions, Inc. January 2004 - February 2006
Bristol Meyers Squibb January 2003 - June 2003
JP Morgan Chase September 2000 - March 2001
Skills
Project Portfolio..., PMP, Resource Management, Vendor Management, PMO, SDLC, Program Management, Software Project..., Project Planning, Vendor Relations, Cross-functional Team..., Team Building, Product Management, Integration, Leadership, Strategy, Project Management, Business Analysis, IT Management, Management
Education
The College of New Jersey 1986 — 1990
The Chubb Institute 1994 — 1995
Computer Programming
Cliffside Park High School
Cliffside Park High School
Dun & Bradstreet October 2009 - June 2014
Medco May 2009 - October 2009
CIT Group Inc February 2007 - August 2008
UBS Wealth Management May 2006 - August 2006
CIBC Wealth Management February 2006 - May 2006
Medco Health Solutions, Inc. January 2004 - February 2006
Bristol Meyers Squibb January 2003 - June 2003
JP Morgan Chase September 2000 - March 2001
Skills
Project Portfolio..., PMP, Resource Management, Vendor Management, PMO, SDLC, Program Management, Software Project..., Project Planning, Vendor Relations, Cross-functional Team..., Team Building, Product Management, Integration, Leadership, Strategy, Project Management, Business Analysis, IT Management, Management
Education
The College of New Jersey 1986 — 1990
The Chubb Institute 1994 — 1995
Computer Programming
Cliffside Park High School
Cliffside Park High School
Derek C. DeGrass's UBS Wealth Management Experience May 2013 - Present
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2013 - Present
Morgan Stanley Wealth Management April 2008 - May 2013
Smith Barney May 2004 - April 2008
Boston Red Sox 2003 - 2003
IMG - Chris Evert Tennis Academy April 2001 - September 2001
Education
The College of William and Mary - Marshall Wythe Law School 2001 — 2004
Juris Doctor, Law
Wake Forest University 1997 — 2001
BA with Honors, Economics
UBS Wealth Management May 2013 - Present
Morgan Stanley Wealth Management April 2008 - May 2013
Smith Barney May 2004 - April 2008
Boston Red Sox 2003 - 2003
IMG - Chris Evert Tennis Academy April 2001 - September 2001
Education
The College of William and Mary - Marshall Wythe Law School 2001 — 2004
Juris Doctor, Law
Wake Forest University 1997 — 2001
BA with Honors, Economics
Kyle Hitchcock's UBS Wealth Management Experience 2009 - 2011
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan 2011 - Present
UBS Wealth Management 2009 - 2011
Goldman Sachs 2007 - 2009
Reliant Energy 2001 - 2005
Education
Texas A&M University - Mays Business School 2005 — 2007
MBA, Finance
Texas A&M University 1996 — 2001
Finance, International Certificate of Business
Northville High School 1994 — 1996
Andrean High School 1992 — 1994
J.P. Morgan 2011 - Present
UBS Wealth Management 2009 - 2011
Goldman Sachs 2007 - 2009
Reliant Energy 2001 - 2005
Education
Texas A&M University - Mays Business School 2005 — 2007
MBA, Finance
Texas A&M University 1996 — 2001
Finance, International Certificate of Business
Northville High School 1994 — 1996
Andrean High School 1992 — 1994
Robert Berns's UBS Wealth Management Experience June 2009 - August 2009
Job Associate at American Infrastructure MLP Funds
Industry Investment Management
Experience
American Infrastructure MLP Funds August 2013 - Present
Deutsche Bank August 2011 - August 2013
Wells Fargo Securities June 2010 - July 2011
UBS Wealth Management June 2009 - August 2009
Smith Barney September 2008 - January 2009
Ned Lamont for U.S. Senate June 2006 - September 2006
Skills
Financial Modeling, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity, Valuation, Corporate Finance
Education
The George Washington University 2006 — 2010
B.S., Economics
The Lawrenceville School
American Infrastructure MLP Funds August 2013 - Present
Deutsche Bank August 2011 - August 2013
Wells Fargo Securities June 2010 - July 2011
UBS Wealth Management June 2009 - August 2009
Smith Barney September 2008 - January 2009
Ned Lamont for U.S. Senate June 2006 - September 2006
Skills
Financial Modeling, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity, Valuation, Corporate Finance
Education
The George Washington University 2006 — 2010
B.S., Economics
The Lawrenceville School
Gerald Spada's UBS Wealth Management Experience 2002 - 2008
Job Senior Vice President, Chief Privacy Officer at State Street Corporation
Industry Financial Services
Experience
State Street Corporation 2008 - Present
UBS Wealth Management 2002 - 2008
Skills
Securities, Privacy Law, Data Privacy, Corporate Governance, Legal Compliance, Financial Services, AML, Corporate Law, Securities Regulation, Regulations, Due Diligence, Financial Regulation, FINRA, Fraud, OFAC, Risk Management
Education
George Washington University Law School 1980 — 1983
J.D.
The Johns Hopkins University 1976 — 1980
B.A., International Studies
State Street Corporation 2008 - Present
UBS Wealth Management 2002 - 2008
Skills
Securities, Privacy Law, Data Privacy, Corporate Governance, Legal Compliance, Financial Services, AML, Corporate Law, Securities Regulation, Regulations, Due Diligence, Financial Regulation, FINRA, Fraud, OFAC, Risk Management
Education
George Washington University Law School 1980 — 1983
J.D.
The Johns Hopkins University 1976 — 1980
B.A., International Studies
Christopher Brathwaite, CFP®, CIMA®'s UBS Wealth Management Experience 2006 - April 2010
Job Sr. Wealth Planner Private Wealth Management at William Blair and Company
Industry Financial Services
Experience
William Blair and Company May 2010 - Present
UBS Wealth Management 2006 - April 2010
UBS Financial Services, Inc 2006 - April 2010
Piper Jaffray January 2003 - July 2006
Piper Jaffray November 1999 - December 2002
Skills
Wealth Management, Investment Management, Financial Planning, Estate Planning, Alternative Investments, Family Office, Investments, Private Wealth..., Strategic Financial..., Investment Advisory, High Net Worth..., Consulting, Asset Management, Retirement Planning, Wealth Management..., Wealth, Strategic Planning, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Securities, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Services, Finance, Banking, Financial Advisory, Strategy, Hedge Funds, Risk Management, Financial Analysis, Retirement
Education
University of Minnesota - Carlson School of Management 2000 — 2004
MBA
Peabody Conservatory of Music 1992 — 1997
B.M.
The Johns Hopkins University 1992 — 1997
B.A.
William Blair and Company May 2010 - Present
UBS Wealth Management 2006 - April 2010
UBS Financial Services, Inc 2006 - April 2010
Piper Jaffray January 2003 - July 2006
Piper Jaffray November 1999 - December 2002
Skills
Wealth Management, Investment Management, Financial Planning, Estate Planning, Alternative Investments, Family Office, Investments, Private Wealth..., Strategic Financial..., Investment Advisory, High Net Worth..., Consulting, Asset Management, Retirement Planning, Wealth Management..., Wealth, Strategic Planning, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Securities, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Services, Finance, Banking, Financial Advisory, Strategy, Hedge Funds, Risk Management, Financial Analysis, Retirement
Education
University of Minnesota - Carlson School of Management 2000 — 2004
MBA
Peabody Conservatory of Music 1992 — 1997
B.M.
The Johns Hopkins University 1992 — 1997
B.A.
James Finver's UBS Wealth Management Experience March 2010 - Present
Job Executive Director, UBS
Industry Financial Services
Experience
UBS Wealth Management March 2010 - Present
Independent Consultant October 2008 - February 2010
Merrill Lynch July 2007 - April 2008
UBS Financial Services Inc 2003 - 2007
UBS Wealth Management 2000 - 2003
UBS / PaineWebber 1989 - 2000
Skills
SDLC, Business Analysis, Program Management, Leadership, Vendor Management, Risk Management, Business Intelligence, IT Strategy, Management, Cross-functional Team..., Financial Services, Software Development, Process Improvement, Project Delivery, Requirements Analysis, Team Building, Portfolio Management, Application Performance...
Education
The George Washington University 1982 — 1986
UBS Wealth Management March 2010 - Present
Independent Consultant October 2008 - February 2010
Merrill Lynch July 2007 - April 2008
UBS Financial Services Inc 2003 - 2007
UBS Wealth Management 2000 - 2003
UBS / PaineWebber 1989 - 2000
Skills
SDLC, Business Analysis, Program Management, Leadership, Vendor Management, Risk Management, Business Intelligence, IT Strategy, Management, Cross-functional Team..., Financial Services, Software Development, Process Improvement, Project Delivery, Requirements Analysis, Team Building, Portfolio Management, Application Performance...
Education
The George Washington University 1982 — 1986
Carla Knapp's UBS Wealth Management Experience June 2006 - May 2008
Job Master Data Coordinator A at Ashland Inc
Industry Financial Services
Experience
Ashland Inc April 2010 - Present
AerotekMorgan Stanley Smith Barney December 2009 - February 2010
UBS Wealth Management June 2006 - May 2008
Skills
Telephone Skills, Databases, Research, Validation Reports, Purchase Orders, Troubleshooting, Data Reconciliation, Supply Chain, Treasury Services, Microsoft Word
Education
The Ohio State University 1984 — 1987
Continuing Education
Mount Carmel School of Nursing 1981 — 1983
Nursing
Ashland Inc April 2010 - Present
AerotekMorgan Stanley Smith Barney December 2009 - February 2010
UBS Wealth Management June 2006 - May 2008
Skills
Telephone Skills, Databases, Research, Validation Reports, Purchase Orders, Troubleshooting, Data Reconciliation, Supply Chain, Treasury Services, Microsoft Word
Education
The Ohio State University 1984 — 1987
Continuing Education
Mount Carmel School of Nursing 1981 — 1983
Nursing
Kellen Locke's UBS Wealth Management Experience July 2005 - August 2005
Job Trader, Global Renewables at Koch Supply & Trading, LP
Industry Oil & Energy
Experience
Koch Supply & Trading, LP January 2013 - Present
NextEra Energy Power Marketing August 2012 - December 2012
Goldman Sachs July 2010 - August 2012
Luminant Energy Company May 2008 - July 2010
Koch Supply & Trading, LP July 2006 - May 2008
UBS Wealth Management July 2005 - August 2005
Skills
VBA, XML, Hedging, Natural Gas, Trading, Microsoft Excel, Gas, Commodity, Power Trading, Options, Swaps, Energy Markets, Proprietary Trading, Structured Products
Education
Texas A&M University 2003 — 2006
BBA, Finance
Bellaire High School 1999 — 2003
Koch Supply & Trading, LP January 2013 - Present
NextEra Energy Power Marketing August 2012 - December 2012
Goldman Sachs July 2010 - August 2012
Luminant Energy Company May 2008 - July 2010
Koch Supply & Trading, LP July 2006 - May 2008
UBS Wealth Management July 2005 - August 2005
Skills
VBA, XML, Hedging, Natural Gas, Trading, Microsoft Excel, Gas, Commodity, Power Trading, Options, Swaps, Energy Markets, Proprietary Trading, Structured Products
Education
Texas A&M University 2003 — 2006
BBA, Finance
Bellaire High School 1999 — 2003
Jeff Dinkins's UBS Wealth Management Experience February 2002 - May 2007
Job Senior Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Investment Management May 2007 - October 2011
UBS Wealth Management February 2002 - May 2007
Education
The University of Dallas 2006 — 2013
Master of Business Administration (MBA)
Texas State University 1996 — 1999
Exercise Sports Science
Merrill Lynch October 2011 - Present
Morgan Stanley Investment Management May 2007 - October 2011
UBS Wealth Management February 2002 - May 2007
Education
The University of Dallas 2006 — 2013
Master of Business Administration (MBA)
Texas State University 1996 — 1999
Exercise Sports Science
Steven Stroud's UBS Wealth Management Experience December 2006 - Present
Job Account Vice President Wealth Management, Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management December 2006 - Present
Morgan Stanley March 2004 - November 2006
Education
Texas Christian University
B.A., Economics, Finance
UBS Wealth Management December 2006 - Present
Morgan Stanley March 2004 - November 2006
Education
Texas Christian University
B.A., Economics, Finance
Purav Shah's UBS Wealth Management Experience 2014 - Present
Job Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management 2014 - Present
UBS Wealth Management 2007 - 2014
J.P. Morgan 2006 - 2007
Deloitte 2004 - 2006
FINRA 2003 - 2003
Tullett Prebon 2001 - 2002
Ernst & Young 1999 - 2001
Skills
Alternative Investments, Series 7, Equities, Asset Management, Hedge Funds, Investments, Mutual Funds, Fixed Income, Financial Services, Financial Modeling, Asset Allocation, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance & Marketing
UBS Wealth Management 2014 - Present
UBS Wealth Management 2007 - 2014
J.P. Morgan 2006 - 2007
Deloitte 2004 - 2006
FINRA 2003 - 2003
Tullett Prebon 2001 - 2002
Ernst & Young 1999 - 2001
Skills
Alternative Investments, Series 7, Equities, Asset Management, Hedge Funds, Investments, Mutual Funds, Fixed Income, Financial Services, Financial Modeling, Asset Allocation, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance & Marketing
Kevin Troy's UBS Wealth Management Experience May 2008 - June 2008
Job Senior Financial Analyst at Cedar Capital
Industry Financial Services
Experience
Cedar Capital July 2014 - Present
Tee Ink Pty Ltd November 2013 - July 2014
GE Capital May 2013 - November 2013
Discover Financial Services June 2010 - May 2013
Morgan Stanley July 2008 - August 2008
UBS Wealth Management May 2008 - June 2008
EF Tours (Educational Tours) January 2007 - May 2008
Skills
Financial Analysis, Budgets, Finance, Financial Modeling, Hyperion Enterprise, Essbase, Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, Strategic Financial..., Forecasting, SAS, Workshop Facilitation, PowerPoint, Financial Reporting, Microsoft Word, Accounting, Leadership, Variance Analysis, Account Reconciliation, Analytics, Management
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Finance
The Australian National University 2009 — 2009
Cedar Capital July 2014 - Present
Tee Ink Pty Ltd November 2013 - July 2014
GE Capital May 2013 - November 2013
Discover Financial Services June 2010 - May 2013
Morgan Stanley July 2008 - August 2008
UBS Wealth Management May 2008 - June 2008
EF Tours (Educational Tours) January 2007 - May 2008
Skills
Financial Analysis, Budgets, Finance, Financial Modeling, Hyperion Enterprise, Essbase, Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, Strategic Financial..., Forecasting, SAS, Workshop Facilitation, PowerPoint, Financial Reporting, Microsoft Word, Accounting, Leadership, Variance Analysis, Account Reconciliation, Analytics, Management
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Finance
The Australian National University 2009 — 2009
John Rex Hewitt's UBS Wealth Management Experience February 2007 - February 2009
Job CEO Mazeray
Industry Investment Management
Experience
Mazeray January 2011 - Present
Limit Up Capital October 2009 - Present
UBS February 2007 - February 2009
UBS Wealth Management February 2007 - February 2009
Smith Barney January 1994 - February 2007
Petrogas January 1990 - January 1994
Skills
Trading, Commodity, Alternative Investments, Mutual Funds, Investments, Hedging, Commodity Markets, Energy, Financial Risk, Structured Products, Valuation, Mergers & Acquisitions, Asset Management, Portfolio Management, Strategy, New Business Development, Analysis, Marketing Strategy, Leadership, Marketing, Entrepreneurship, Sales Management, Options, Management, Finance
Education
Texas A&M University 1985 — 1990
BS, Economics and Finance
Mazeray January 2011 - Present
Limit Up Capital October 2009 - Present
UBS February 2007 - February 2009
UBS Wealth Management February 2007 - February 2009
Smith Barney January 1994 - February 2007
Petrogas January 1990 - January 1994
Skills
Trading, Commodity, Alternative Investments, Mutual Funds, Investments, Hedging, Commodity Markets, Energy, Financial Risk, Structured Products, Valuation, Mergers & Acquisitions, Asset Management, Portfolio Management, Strategy, New Business Development, Analysis, Marketing Strategy, Leadership, Marketing, Entrepreneurship, Sales Management, Options, Management, Finance
Education
Texas A&M University 1985 — 1990
BS, Economics and Finance
Sarah Baczynski's UBS Wealth Management Experience October 2007 - January 2008
Job Business Development Manager at NOCO Energy Corp.
Industry Oil & Energy
Experience
NOCO Energy Corp. September 2011 - Present
NOCO Energy Corp. 2008 - 2011
The National Society of Collegiate Scholars February 2008 - June 2008
UBS Wealth Management October 2007 - January 2008
Skills
Business Analysis, Account Management, Strategic Planning, Team Building, Customer Service, Budgets, Sales Management, Forecasting, Negotiation, New Business Development, Sales, Analysis
Education
The George Washington University
BS, Economics
University of St. Andrews
Economics and Finance
NOCO Energy Corp. September 2011 - Present
NOCO Energy Corp. 2008 - 2011
The National Society of Collegiate Scholars February 2008 - June 2008
UBS Wealth Management October 2007 - January 2008
Skills
Business Analysis, Account Management, Strategic Planning, Team Building, Customer Service, Budgets, Sales Management, Forecasting, Negotiation, New Business Development, Sales, Analysis
Education
The George Washington University
BS, Economics
University of St. Andrews
Economics and Finance
Deepak Begari's UBS Wealth Management Experience March 2006 - August 2006
Job Head of Trading Automation & Analytics at REDI Global Technologies
Industry Financial Services
Experience
REDI Global Technologies December 2013 - May 2015
Pragma Trading July 2012 - July 2013
ITG March 2007 - July 2012
Credit Suisse August 2006 - March 2007
UBS Wealth Management March 2006 - August 2006
Decusoft November 2004 - March 2006
Texas Tech University January 2001 - October 2004
Skills
Trading Systems, Equities, Electronic Trading, Trading, Algorithms, Product Management, Financial Markets, Series 7, Series 63, CFA Level 1, C++, C#, Windows, SQL, R, Perl, Software Project..., Market Microstructure, Capital Markets, Equity Trading, Derivatives, CFA Level 2, Trading System, Market Data
Education
Texas Tech University 2002 — 2004
Masters, Computer Science
Texas Tech University 2000 — 2002
Masters, Industrial Engineering
REDI Global Technologies December 2013 - May 2015
Pragma Trading July 2012 - July 2013
ITG March 2007 - July 2012
Credit Suisse August 2006 - March 2007
UBS Wealth Management March 2006 - August 2006
Decusoft November 2004 - March 2006
Texas Tech University January 2001 - October 2004
Skills
Trading Systems, Equities, Electronic Trading, Trading, Algorithms, Product Management, Financial Markets, Series 7, Series 63, CFA Level 1, C++, C#, Windows, SQL, R, Perl, Software Project..., Market Microstructure, Capital Markets, Equity Trading, Derivatives, CFA Level 2, Trading System, Market Data
Education
Texas Tech University 2002 — 2004
Masters, Computer Science
Texas Tech University 2000 — 2002
Masters, Industrial Engineering
Michael Scotto's UBS Wealth Management Experience May 2006 - August 2006
Job Senior Financial Associate
Industry Banking
Experience
JPMorgan Chase September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers September 2007 - September 2008
UBS Wealth Management May 2006 - August 2006
Education
The College of New Jersey 2003 — 2007
Business Administration - Finance, Finance
JPMorgan Chase September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers September 2007 - September 2008
UBS Wealth Management May 2006 - August 2006
Education
The College of New Jersey 2003 — 2007
Business Administration - Finance, Finance
Dante Oriente's UBS Wealth Management Experience July 2015 - Present
Job Wealth Planning Analyst at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Lincoln Financial Group June 2012 - June 2015
The United States Department of Commerce May 2011 - August 2011
DVYAA Annual Little League Baseball July 2009 - August 2011
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), International Business
UBS Wealth Management July 2015 - Present
Lincoln Financial Group June 2012 - June 2015
The United States Department of Commerce May 2011 - August 2011
DVYAA Annual Little League Baseball July 2009 - August 2011
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), International Business
Sheba Mack's UBS Wealth Management Experience December 2006 - April 2009
Job Risk Mangement at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation August 2015 - Present
The Depository Trust & Clearing Corporation January 2014 - Present
BNY Mellon April 2011 - January 2014
AIG December 2009 - April 2011
UBS Wealth Management December 2006 - April 2009
HealthMarket June 2003 - December 2006
Citigroup June 2002 - June 2003
UBS Investment Bank May 2000 - December 2001
Bank Austria Creditanstalt d.d. Ljubljana 1999 - 2000
Skills
Derivatives, Financial Risk, Credit Risk, Project Management, Microsoft Excel, Ad Hoc Reporting, CFTC, Dodd-Frank, Reporting, Process Improvement, Policies & Procedures..., FpML, Repository, Health Insurance, Collateral, Collateral Management, Credit Monitoring, Financial Services, Middle Office, Underwriting, Time Management, Risk Management, Equities, Credit, Business Analysis, Analysis, Financial Analysis, Portfolio Management, Hedge Funds, Loans, Finance, Trading, Options, Settlement, Access, Accounting, Fixed Income, Software Documentation, Insurance, Bonds, FX Options, Account Reconciliation, Bloomberg, Financial Modeling, Banking
Education
College of New Rochelle
Bachelors of Science
The Depository Trust & Clearing Corporation August 2015 - Present
The Depository Trust & Clearing Corporation January 2014 - Present
BNY Mellon April 2011 - January 2014
AIG December 2009 - April 2011
UBS Wealth Management December 2006 - April 2009
HealthMarket June 2003 - December 2006
Citigroup June 2002 - June 2003
UBS Investment Bank May 2000 - December 2001
Bank Austria Creditanstalt d.d. Ljubljana 1999 - 2000
Skills
Derivatives, Financial Risk, Credit Risk, Project Management, Microsoft Excel, Ad Hoc Reporting, CFTC, Dodd-Frank, Reporting, Process Improvement, Policies & Procedures..., FpML, Repository, Health Insurance, Collateral, Collateral Management, Credit Monitoring, Financial Services, Middle Office, Underwriting, Time Management, Risk Management, Equities, Credit, Business Analysis, Analysis, Financial Analysis, Portfolio Management, Hedge Funds, Loans, Finance, Trading, Options, Settlement, Access, Accounting, Fixed Income, Software Documentation, Insurance, Bonds, FX Options, Account Reconciliation, Bloomberg, Financial Modeling, Banking
Education
College of New Rochelle
Bachelors of Science
Stacey A. Shaw's UBS Wealth Management Experience 2001 - 2005
Job Portfolio Analyst, Banking Officer at Cardinal Bank
Industry Investment Management
Experience
Cardinal Bank 2010 - Present
Cardinal Bank formally FBR National Trust Company 2006 - 2010
UBS Wealth Management 2001 - 2005
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Wealth Management, Asset Allocation, Fixed Income, Banking, Risk Management, Finance, Equities, Mutual Funds, Vendor Relationships, Project Management, Internal Liaison
Education
The George Washington University
BBA, International Business & Finance
Cardinal Bank 2010 - Present
Cardinal Bank formally FBR National Trust Company 2006 - 2010
UBS Wealth Management 2001 - 2005
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Wealth Management, Asset Allocation, Fixed Income, Banking, Risk Management, Finance, Equities, Mutual Funds, Vendor Relationships, Project Management, Internal Liaison
Education
The George Washington University
BBA, International Business & Finance
Nolan Farhy's UBS Wealth Management Experience September 2003 - November 2005
Job Senior Banker Africa market RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2009 - Present
Stanford Group Company January 2006 - February 2009
UBS Wealth Management September 2003 - November 2005
Citigroup June 2000 - August 2003
Southern Africa Enterprise Development Fund May 1999 - September 1999
Peace Corps May 1995 - October 1997
Vietnam Fund Management Company April 1994 - August 1994
Skills
Banking, Financial Services, Emerging Markets, Portfolio Management, Investment Banking, Capital Markets, Asset Managment, Private Equity, Structured Products, Financial Analysis, Hedge Funds, Investments, Private Banking, Financial Structuring, Asset Management, Credit, Investment Advisory, Credit Risk, Alternative Investments, Equities, Valuation, Wealth Management..., Financial Modeling, Financial Markets, Wealth Management, Securities, Entrepreneurship, Finance, Investment Strategies, Fixed Income
Education
Thunderbird School of Global Management 1998 — 2000
MBA, Finance
The Chinese University of Hong Kong 1993 — 1994
Exchange student, Business Studies
University of Pittsburgh 1990 — 1994
BS, Business
Semester at Sea 1992 — 1992
Attended the Spring '92 circumnavigating voyage of the Semester at Sea Program
RBC Wealth Management May 2009 - Present
Stanford Group Company January 2006 - February 2009
UBS Wealth Management September 2003 - November 2005
Citigroup June 2000 - August 2003
Southern Africa Enterprise Development Fund May 1999 - September 1999
Peace Corps May 1995 - October 1997
Vietnam Fund Management Company April 1994 - August 1994
Skills
Banking, Financial Services, Emerging Markets, Portfolio Management, Investment Banking, Capital Markets, Asset Managment, Private Equity, Structured Products, Financial Analysis, Hedge Funds, Investments, Private Banking, Financial Structuring, Asset Management, Credit, Investment Advisory, Credit Risk, Alternative Investments, Equities, Valuation, Wealth Management..., Financial Modeling, Financial Markets, Wealth Management, Securities, Entrepreneurship, Finance, Investment Strategies, Fixed Income
Education
Thunderbird School of Global Management 1998 — 2000
MBA, Finance
The Chinese University of Hong Kong 1993 — 1994
Exchange student, Business Studies
University of Pittsburgh 1990 — 1994
BS, Business
Semester at Sea 1992 — 1992
Attended the Spring '92 circumnavigating voyage of the Semester at Sea Program
Louis Diamond's UBS Wealth Management Experience 2008 - 2009
Job Consultant at Diamond Consultants, Nationally Recognized Financial Services Search and Consulting Firm
Industry Financial Services
Experience
Diamond Consultants May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Calvert Investments May 2011 - August 2011
RHI Executive Search 2010 - May 2011
Morgan Stanley Smith Barney 2010 - 2010
UBS Wealth Management 2008 - 2009
Skills
Financial Recruiting, Strategic Consulting, Recruiting, Analysis, Financial Analysis, Business Development, Financial Modeling, Financial Services, Finance, Microsoft Excel, Microsoft Office, Research, Economics, Valuation, Investments, PowerPoint, Bloomberg, Equities, Equity Research, Data Analysis, Consulting, Entrepreneurship
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance and International Business
Diamond Consultants May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Calvert Investments May 2011 - August 2011
RHI Executive Search 2010 - May 2011
Morgan Stanley Smith Barney 2010 - 2010
UBS Wealth Management 2008 - 2009
Skills
Financial Recruiting, Strategic Consulting, Recruiting, Analysis, Financial Analysis, Business Development, Financial Modeling, Financial Services, Finance, Microsoft Excel, Microsoft Office, Research, Economics, Valuation, Investments, PowerPoint, Bloomberg, Equities, Equity Research, Data Analysis, Consulting, Entrepreneurship
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance and International Business
Cathy Lusk's UBS Wealth Management Experience May 1990 - Present
Job First Vice President and Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
RETIRED as of June1, 2015 June 2015 - Present
UBS Wealth Management May 1990 - Present
E F Hutton May 1979 - May 1990
Education
Texas A&M University-Kingsville 1963 — 1965
BBa, General Business
RETIRED as of June1, 2015 June 2015 - Present
UBS Wealth Management May 1990 - Present
E F Hutton May 1979 - May 1990
Education
Texas A&M University-Kingsville 1963 — 1965
BBa, General Business
Max Levine's UBS Wealth Management Experience June 2008 - August 2008
Job MBA Student at The Wharton School
Industry Venture Capital & Private Equity
Experience
HJ Heinz / 3G Capital September 2013 - July 2015
Barclays Capital June 2010 - August 2013
Lazard Capital Markets June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Investment Banking, Private Equity, Food & Beverage
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA
The Johns Hopkins University 2006 — 2010
Psychology
HJ Heinz / 3G Capital September 2013 - July 2015
Barclays Capital June 2010 - August 2013
Lazard Capital Markets June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Investment Banking, Private Equity, Food & Beverage
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA
The Johns Hopkins University 2006 — 2010
Psychology
Timothy Walling's UBS Wealth Management Experience June 2010 - September 2010
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF October 2014 - Present
RBC Capital Markets May 2013 - October 2014
Bloomberg June 2011 - May 2013
UBS Wealth Management June 2010 - September 2010
RBC Wealth Management June 2009 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Financial Analysis, Valuation, Equities, Financial Markets, VBA, Due Diligence, Equity Valuation, Financial Statement..., Financial Reporting, Data Analysis, Finance, Real Estate
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2010 — 2010
Real Estate / Alternative Investments
HFF October 2014 - Present
RBC Capital Markets May 2013 - October 2014
Bloomberg June 2011 - May 2013
UBS Wealth Management June 2010 - September 2010
RBC Wealth Management June 2009 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Financial Analysis, Valuation, Equities, Financial Markets, VBA, Due Diligence, Equity Valuation, Financial Statement..., Financial Reporting, Data Analysis, Finance, Real Estate
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2010 — 2010
Real Estate / Alternative Investments
Matthew Alderman's UBS Wealth Management Experience August 2006 - December 2006
Job Manager at Deloitte Consulting & MBA Candidate at UCLA Anderson
Industry Management Consulting
Experience
Deloitte Consulting July 2008 - Present
Morgan Stanley December 2006 - May 2008
UBS Wealth Management August 2006 - December 2006
Skills
Financial Modeling, Business Process..., Business Development, Management Consulting, Program Management, Business Strategy, Strategy, Integration, Management, Leadership
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
The George Washington University
BBS
Deloitte Consulting July 2008 - Present
Morgan Stanley December 2006 - May 2008
UBS Wealth Management August 2006 - December 2006
Skills
Financial Modeling, Business Process..., Business Development, Management Consulting, Program Management, Business Strategy, Strategy, Integration, Management, Leadership
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
The George Washington University
BBS
William Montgomery's UBS Wealth Management Experience 2000 - 2010
Job Counsel at Keesal, Young & Logan
Industry Law Practice
Experience
Keesal Young & Logan 2010 - Present
UBS November 2000 - June 2010
UBS Wealth Management 2000 - 2010
Paine Webber January 1990 - November 2000
International Trading Group, Ltd. October 1988 - January 1990
Commodity Futures Trading Commission October 1984 - October 1988
Cook County State's Attorney's Office May 1977 - April 1983
Skills
Litigation, FINRA, Securities Regulation, Securities, Arbitration, Securities Litigation, Corporate Governance, Mediation, Commercial Litigation, Civil Litigation, Employment Law, Corporate Law, Licensing, Trials, Legal Compliance, Intellectual Property
Education
The John Marshall Law School 1973 — 1976
JD
University of California, Santa Barbara 1971 — 1973
BA, Psychology
Keesal Young & Logan 2010 - Present
UBS November 2000 - June 2010
UBS Wealth Management 2000 - 2010
Paine Webber January 1990 - November 2000
International Trading Group, Ltd. October 1988 - January 1990
Commodity Futures Trading Commission October 1984 - October 1988
Cook County State's Attorney's Office May 1977 - April 1983
Skills
Litigation, FINRA, Securities Regulation, Securities, Arbitration, Securities Litigation, Corporate Governance, Mediation, Commercial Litigation, Civil Litigation, Employment Law, Corporate Law, Licensing, Trials, Legal Compliance, Intellectual Property
Education
The John Marshall Law School 1973 — 1976
JD
University of California, Santa Barbara 1971 — 1973
BA, Psychology
Adam Giere's UBS Wealth Management Experience January 2007 - February 2008
Job Associate at RockBridge Capital, LLC
Industry Real Estate
Experience
Rockbridge June 2008 - Present
UBS Wealth Management January 2007 - February 2008
Skills
Financial Modeling, Investments, Microsoft Excel, Due Diligence, Microsoft Word, Financial Analysis, Asset Allocation, Budgets, Event Management, Process Scheduler, Valuation, Real Estate, Real Estate Economics, Private Equity, Negotiation, Financial Risk, Microsoft Office, Loans, Financial Structuring, Real Estate Financing, Risk Management, Hotels, Wealth Management
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Business Administration / Finance
Rockbridge June 2008 - Present
UBS Wealth Management January 2007 - February 2008
Skills
Financial Modeling, Investments, Microsoft Excel, Due Diligence, Microsoft Word, Financial Analysis, Asset Allocation, Budgets, Event Management, Process Scheduler, Valuation, Real Estate, Real Estate Economics, Private Equity, Negotiation, Financial Risk, Microsoft Office, Loans, Financial Structuring, Real Estate Financing, Risk Management, Hotels, Wealth Management
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Business Administration / Finance
Katherine Kawecki Eversole's UBS Wealth Management Experience 2004 - 2009
Job Manager, Field Enablement at Symantec
Industry Information Technology and Services
Experience
Symantec May 2015 - Present
Oracle April 2014 - May 2015
Sprocket Media (Assigned to Oracle) June 2013 - March 2014
Farr, Miller & Washington April 2012 - June 2013
Bank of America Merrill Lynch January 2010 - March 2011
UBS Wealth Management 2004 - 2009
Merrill Lynch 1999 - 2004
Education
The Ohio State University 2004 — 2006
BA, Political Science, Economics
Symantec May 2015 - Present
Oracle April 2014 - May 2015
Sprocket Media (Assigned to Oracle) June 2013 - March 2014
Farr, Miller & Washington April 2012 - June 2013
Bank of America Merrill Lynch January 2010 - March 2011
UBS Wealth Management 2004 - 2009
Merrill Lynch 1999 - 2004
Education
The Ohio State University 2004 — 2006
BA, Political Science, Economics
Andrew Cashiola's UBS Wealth Management Experience January 1999 - March 2007
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Southwest Securities September 2011 - Present
Morgan Keegan March 2007 - June 2011
UBS Wealth Management January 1999 - March 2007
Skills
Finance, Process Improvement
Education
Texas Tech University 1983 — 1987
Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Southwest Securities September 2011 - Present
Morgan Keegan March 2007 - June 2011
UBS Wealth Management January 1999 - March 2007
Skills
Finance, Process Improvement
Education
Texas Tech University 1983 — 1987
Economics
Thomas Godfrey's UBS Wealth Management Experience July 2009 - August 2009
Job Financial Analyst at GrayCo, Inc.
Industry Financial Services
Experience
GrayCo, Inc. 2012 - Present
Virginia Port Authority June 2011 - August 2011
London & Norfolk Ltd June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Financial Analysis, Real Estate, Accounting, Microsoft Excel, Valuation, Finance, Financial Reporting, Portfolio Management, Financial Modeling, PowerPoint, Data Analysis, Due Diligence, Economics, Real Estate Economics, Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
BA/BBA, Finance, Government
The College of William and Mary
GrayCo, Inc. 2012 - Present
Virginia Port Authority June 2011 - August 2011
London & Norfolk Ltd June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Financial Analysis, Real Estate, Accounting, Microsoft Excel, Valuation, Finance, Financial Reporting, Portfolio Management, Financial Modeling, PowerPoint, Data Analysis, Due Diligence, Economics, Real Estate Economics, Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
BA/BBA, Finance, Government
The College of William and Mary
Reese Mullins's UBS Wealth Management Experience May 2014 - July 2014
Job Incoming Sales and Trading Analyst at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
UBS Wealth Management May 2014 - July 2014
Subsystem Technologies, Inc. May 2011 - July 2012
Skills
Microsoft Excel, PowerPoint, Finance, Data Analysis, Risk Evaluation
Education
University of Virginia 2014 — 2015
Master's Degree, McIntire School of Commerce - Financial Services
University of Virginia 2010 — 2014
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE)
Citi October 2014 - Present
UBS Wealth Management May 2014 - July 2014
Subsystem Technologies, Inc. May 2011 - July 2012
Skills
Microsoft Excel, PowerPoint, Finance, Data Analysis, Risk Evaluation
Education
University of Virginia 2014 — 2015
Master's Degree, McIntire School of Commerce - Financial Services
University of Virginia 2010 — 2014
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE)
Stephanie Kaupas's UBS Wealth Management Experience May 2006 - Present
Job Complex Supervisory Officer at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management May 2006 - Present
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
Master of Business Administration (MBA), Management Consulting
The College of Wooster 1994 — 1997
UBS Wealth Management May 2006 - Present
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
Master of Business Administration (MBA), Management Consulting
The College of Wooster 1994 — 1997
Schuyler Wolf's UBS Wealth Management Experience March 2015 - May 2015
Job Operations Analyst at Oscar Insurance
Industry Insurance
Experience
Oscar Insurance June 2015 - Present
UBS Wealth Management March 2015 - May 2015
Emerging Global Advisors May 2014 - August 2014
Worldwide Business Research January 2014 - May 2014
The King's College August 2013 - May 2014
Peggy Lawton Kitchens May 2013 - August 2013
Skills
Investments, Financial Analysis, Public Speaking, Leadership, Statistics, Research, Marketing, Microsoft Office, Microsoft Excel
Education
The King's College 2011 — 2015
Bachelor of Science (B.S.), Business Management
Oscar Insurance June 2015 - Present
UBS Wealth Management March 2015 - May 2015
Emerging Global Advisors May 2014 - August 2014
Worldwide Business Research January 2014 - May 2014
The King's College August 2013 - May 2014
Peggy Lawton Kitchens May 2013 - August 2013
Skills
Investments, Financial Analysis, Public Speaking, Leadership, Statistics, Research, Marketing, Microsoft Office, Microsoft Excel
Education
The King's College 2011 — 2015
Bachelor of Science (B.S.), Business Management
Nikki Ackerman's UBS Wealth Management Experience August 2011 - Present
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2011 - Present
The World Bank September 2009 - May 2010
Education
The Johns Hopkins University 2007 — 2011
Bachelor's degree, Public Health
UBS Wealth Management August 2011 - Present
The World Bank September 2009 - May 2010
Education
The Johns Hopkins University 2007 — 2011
Bachelor's degree, Public Health
Alan Wilde's UBS Wealth Management Experience June 2014 - August 2014
Job Student at The Ohio State University
Industry
Experience
Quicken Loans June 2015 - Present
UBS Wealth Management June 2014 - August 2014
OfficeMax May 2013 - August 2013
Cleveland Metroparks September 2011 - November 2011
Education
The Ohio State University 2012 — 2016
Finance
Brecksville-Broadview Heights High School 2008 — 2012
Quicken Loans June 2015 - Present
UBS Wealth Management June 2014 - August 2014
OfficeMax May 2013 - August 2013
Cleveland Metroparks September 2011 - November 2011
Education
The Ohio State University 2012 — 2016
Finance
Brecksville-Broadview Heights High School 2008 — 2012
Steven Elvin's UBS Wealth Management Experience 2005 - 2010
Job VP Operational Risk/Business Control at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management 2005 - 2010
Skills
Wealth Management, Operational Risk..., Series 7, Series 9, Series 10, Series 63, Series 65, Series 3, Portfolio Management, Strategic Financial..., Mutual Funds, Equities, Financial Analysis, Fixed Income, Asset Allocation, Retirement Planning, Asset Management, Investments, Securities
Education
The College of New Jersey 1984 — 1988
Bachelor's degree
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management 2005 - 2010
Skills
Wealth Management, Operational Risk..., Series 7, Series 9, Series 10, Series 63, Series 65, Series 3, Portfolio Management, Strategic Financial..., Mutual Funds, Equities, Financial Analysis, Fixed Income, Asset Allocation, Retirement Planning, Asset Management, Investments, Securities
Education
The College of New Jersey 1984 — 1988
Bachelor's degree
Scott Landgraf's UBS Wealth Management Experience May 2005 - February 2010
Job Accounting
Industry Accounting
Experience
Boeing January 2015 - Present
University of Minnesota 2012 - 2014
Raymond James Financial Inc. February 2010 - March 2012
UBS Wealth Management May 2005 - February 2010
Education
The College of St. Scholastica
Bachelor of Arts (B.A.), Accounting
Boeing January 2015 - Present
University of Minnesota 2012 - 2014
Raymond James Financial Inc. February 2010 - March 2012
UBS Wealth Management May 2005 - February 2010
Education
The College of St. Scholastica
Bachelor of Arts (B.A.), Accounting