Experience
Doctors Express  November 2009 - Present
Doctors Express New England   2009 - Present
Doctors Express  2009 - Present
UBS Wealth Management   September 2004 - August 2009
UBS Wealth Management   September 1999 - September 2005
PaineWebber  1998 - 1999
PaineWebber  1996 - 1999
Prudential Securities  1992 - 1996
RBL Agency   1991 - 1992

Skills
Healthcare, Strategic Planning, Negotiation, Financial Analysis, Contract Negotiation, Entrepreneurship, Franchising, Team Leadership

Education
Union College   1984 — 1988
BA, Economics and Political Science

Experience
Aptito.com   October 2011 - Present
Jefferies & Company  2008 - 2009
UBS Wealth Management   2007 - 2008

Skills
Information Technology, Mobile Technology, Mobile Payments, Merchant Accounts, System Administration, Business Development, Quality Assurance, Project Management

Education
Chubb Institute of Technology

Touro College

Experience
Veteran Affairs Northern California Health Care Systems   June 2015 - Present
Target  March 2015 - Present
Zumba  July 2011 - Present
Safeway  December 2013 - April 2015
Genentech  June 2014 - September 2014
The Bar Method  December 2009 - May 2014
UCSF School of Pharmacy  October 2012 - August 2013
UCSF Medical Center  October 2011 - December 2012
UBS Wealth Management   December 2007 - March 2010
Wells Fargo  March 2003 - July 2007

Skills
Cell Culture, Social Media, Data Analysis, Molecular Biology, Research, Lifesciences, Healthcare Information..., Public Health, Analysis, Healthcare, Clinical Research, Microsoft Excel, Management, Pharmacists

Education
UCSF School of Pharmacy   2013 — 2017
Doctor of Pharmacy (Pharm.D.)

UC Berkeley   2010 — 2013
Health Professionals Post-Bac Program, Pharmacy

UC Davis
Bachelor of Arts (B.A.), Economics

Universidad de Córdoba
Study Abroad Program, Spanish, Economics, and History

Experience
Leadership Consultant, Author at "Ideas Take Flight"   July 2005 - Present
The Charisma Edge: A How-To Guide for Turning On Your Leadership Power   September 2011 - Present
Ideas Take Flight   August 2005 - Present
Apex Performance Strategies   2006 - Present
Executive Next Practices Institute   September 2010 - January 2015
MaddoxSmye   2006 - 2007
UBS Wealth Management   October 1998 - January 2005
Lee Hecht Harrison  1988 - 1998
Seth Shaw Associates, Inc.   1987 - 1998
Duracell  January 1985 - April 1987

Skills
Board Certified Coach, Talent Management, Leadership Development, Organizational..., 360 Feedback, Executive Coaching, Career Management, Organizational..., Coaching, Conflict Resolution, Staff Development, Executive Development, Career Development, Personal Development, Business Coaching, Performance Management, Team Building, Motivational Speaking, Training, Leadership, Succession Planning, Workshop Facilitation, Strategy, Employee Relations, Employee Engagement, Culture Change, Emotional Intelligence, Entrepreneurship, Change Management, Management Development, MBTI, Management Consulting, Organizational Design, Performance Improvement, Consulting, Career Counseling, Training Delivery, Personnel Management, Management, Organizational Learning, Onboarding, Employee Training, Personal Branding, Interviews, Executive Management, Human Resources, Instructional Design, Thought Leadership, Workforce Planning, HR Consulting

Education
UCLA Anderson School of Management   1975 — 1977
MBA, Marketing

University of California, Los Angeles   1974 — 1975
None, English

University of California, Santa Barbara   1970 — 1974
B.A., Creative Studies

Université Bordeaux I   1972 — 1973
N/A, French & Archeology

Experience
Remington Arms Company  August 2014 - Present
The Leo Group, LLC   April 2013 - August 2014
SM&A  July 2008 - April 2013
UBS Wealth Management   July 2007 - April 2008
United States Air Force  August 2004 - June 2007
United States Air Force  August 2002 - August 2004
United States Air Force  August 2001 - August 2002

Skills
Air Force, DoD, Proposal Management, Capture Management, Program Management, Government, Defense Contracting, Acquisitions, Leadership, Management Consulting, Business Development, Proposal Writing, Project Planning, Earned Value Management, Analysis, Integration, Defense, Military, Management, Process Improvement, Project Management, Government Contracting, Risk Management, Systems Engineering, Strategic Planning, Six Sigma, Security Clearance, Requirements Analysis, Software Documentation, Procurement, Business Strategy, Cross-functional Team..., Government Proposals, RFP, Federal Government, Executive Management, Proposal Support

Education
Wright State University   2002 — 2003
Master of Business Administration (M.B.A.), Marketing

United States Air Force Academy   1997 — 2001
Bachelor of Science (B.S.), Geography

Experience
UBS Wealth Management   April 2007 - Present
Bank of America (BankBoston International)   October 1997 - April 2007
NationsBank, NA  June 1994 - October 1997

Skills
Series 7, Wealth Management, Alternative Investments, Fixed Income, Portfolio Management, Investment Advisory, Asset Allocation, Investment Banking, Asset Management, Investments, Investment Strategies, Banking, Mutual Funds, Securities, Hedge Funds

Education
Thunderbird School of Global Management   1993 — 1994
MBA, Finance, International Business

University of Arizona   1985 — 1989
BA, History

Blair Academy   1983 — 1985
High School Diploma

Experience
UBS Wealth Management   September 2008 - Present
Lehman Brothers  April 2007 - September 2008
Merrill Lynch  November 2004 - March 2007

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2012
MBA, Finance

University of Southern California   1999 — 2003
BA, Economics

Experience
Leader Capital Corp  November 2011 - Present
Fisher Investments  September 2008 - May 2011
UBS Wealth Management   December 2005 - July 2008
FBT Investments   June 2005 - December 2005
Hibernia Investments LLC   September 2002 - June 2005
Regatta Research and Money Management LLC   July 2000 - May 2002

Skills
Fixed Income, Mutual Funds, ETFs, Investments, Wealth Management, Equities, Portfolio Management, Asset Management, Institutional Sales, Institutional Investors, Investment Strategies, Business Relationship..., High Net Worth..., Investment Advisory, New Business Development, Investment Management, Series 7, Series 65, Series 63, Uniform Combined State..., Alternative Investments, Asset Allocation, Financial Analysis, Public Speaking, Compliance

Education
Tulane University - A.B. Freeman School of Business   1998 — 2002
Bachelor's Degree, BSM with a concentration in Finance

Experience
Cambridge Associates  July 2014 - Present
Boston College PULSE Program for Service Learning   August 2013 - May 2014
Boston College Smart Woman Securities   May 2013 - May 2014
Boston College  September 2011 - May 2014
UBS Wealth Management   June 2013 - August 2013
Atlantic Trust  May 2012 - May 2013

Education
Boston College, College of Arts and Sciences   2010 — 2014
Bachelor of Arts, International Studies, Economics

Universidad Pontificia Comillas   2012 — 2012
Fall 2012

Saint Ursula Academy High School   2006 — 2010
High School Diploma

Experience
Allstate Glass   May 2014 - Present
Chimera Securities  June 2012 - May 2014
ICON Investments  June 2011 - May 2012
Brown Brothers Harriman  June 2010 - August 2010
UBS Wealth Management   February 2010 - June 2010
Cushman & Wakefield  June 2008 - August 2008

Skills
Credit Analysis, Technical Analysis, Equity Trading

Education
Trinity College-Hartford   2007 — 2011
Bachelor of Science, Economics

Tuck Business Bridge Program at Dartmouth   2009 — 2009
Corporate Finance/Accounting

Noble and Greenough School   2001 — 2007
High School

Experience
UBS Wealth Management   January 2015 - Present
RBC  October 2013 - January 2015
Merrill Lynch  September 2010 - February 2013
TL 300   July 2010 - September 2011
Merrill Lynch  September 2009 - September 2010
Merrill Lynch  May 2007 - September 2009
Merrill Lynch  February 2007 - March 2007
Montecudine   February 2006 - March 2006

Skills
Financial Analysis, Financial Research, Risk Assessment, Trend Forecasting, Profit Optimization, Portfolio Management, Account Management, Strategic Partnerships, Teamwork, Investments, Auditing, Strategic Planning, Bloomberg, Mutual Funds, Equities, Fixed Income, Series 7

Education
Universidad de Montevideo
Public Accountant(CPA)

Experience
Eaton Vance  August 2014 - Present
Eaton Vance  June 2013 - August 2014
UBS Wealth Management   May 2012 - September 2012
UBS Wealth Management   June 2011 - September 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Photoshop, Outlook, Windows

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Science (B.S.), Biology

St John's Preparatory School - Danvers, MA   2005 — 2009

Experience
SocialCode  February 2015 - Present
SocialCode  September 2013 - January 2015
Brand Knew  July 2011 - September 2013
UBS Wealth Management   July 2010 - August 2010
Ameriprise Financial  June 2009 - August 2009

Skills
Social Media Marketing, Social Media, Facebook, Strategy, New Media Marketing, New Media Strategy, Digital Media, Marketing Strategy, Social Networking, New Media Consulting, Marketing, Integrated Marketing, Web Services, Start-ups

Education
Tufts University   2007 — 2011
B.A, Magna Cum Laude, Economics and Psychology

Experience
BrightEdge  June 2014 - Present
BEYONDgear Inc.   February 2013 - January 2014
Pacific Gas and Electric Company  June 2013 - August 2013
Murphy-Hoffman Company  June 2012 - August 2012
UBS Wealth Management   September 2011 - December 2011
Maletis Beverage  May 2009 - August 2009
Westside Pediatric Clinic   September 2006 - November 2006

Skills
Leadership, Entrepreneurship, Business Development, Project Management, Management, Marketing Strategy, Project Planning, Sales, SEO, PPC, Social Ventures, Finance, Online Marketing, Sales Prospecting, Salesforce.com, Cold Calling, SaaS, Market Research, Analysis, Business Planning

Education
University of Colorado at Boulder - Leeds School of Business   2009 — 2013
B.S. Business Administration, Finance, Entrepreneurship

Universitat Autònoma de Barcelona   2012 — 2012
International Studies Certificate, International Business, Spanish Language & Culture

Experience
RBC Wealth Management  March 2012 - Present
UBS Wealth Management   February 2009 - March 2012
UBS Wealth Management   February 2008 - February 2009
UBS Financial Services  April 2004 - February 2008
UBS Financial Services  July 1999 - April 2004

Education
Rutgers University   1989 — 1993
Bachelor of Science, Management

Union County College
Associate in Arts, Liberal Arts

Experience
Santander Bank, N.A.   July 2014 - Present
State Street  July 2013 - July 2014
Virtusa  June 2011 - July 2013
Citi via Virtusa   August 2011 - June 2013
Trinity College - Hartford  September 2010 - September 2011
Money Matters Radio / Armstrong Advisory Group   May 2006 - August 2010
Observatorio Europeo de Televisión Infantil   2010 - June 2010
UBS Wealth Management   September 2009 - December 2009

Skills
Project Management, Six Sigma, Procedural Documentation, Communication, Onboarding, Teamwork, Writing, BRD, Microsoft Office, ACT!, Eviews, Blueprint, Spanish, Social Media, Editing, Management, Data Analysis, Analysis, Team Management, Strategy, Finance, Economics, Analytics, Business Analysis

Education
Trinity College-Hartford   2007 — 2011
Bachelor of Arts, Economics, Spanish

Villanova University
Mastering Business Analysis, Six Sigma Green Belt

Medfield High School

Experience
EY  October 2014 - Present
Ernst & Young  July 2012 - Present
Ernst & Young  June 2011 - August 2011
UBS Wealth Management   January 2010 - June 2010
Financial Service Office Towson University   January 2010 - May 2010
Blue Point Investment Management, LLC  August 2009 - January 2010
International Admissions Office   September 2006 - January 2010

Skills
Financial Analysis, Investments, Financial Modeling, Due Diligence, Microsoft Office, Financial Services, Wealth Management, Competitive Analysis, Financial Risk, Tax Compliance, Tax Provision

Education
University of Maryland College Park   2010 — 2011
Master, Accounting

Towson University   2006 — 2010
Bachelor of Science, Business Administration - Finance

Experience
Mount Sinai Medical Center Miami Beach  April 2014 - Present
Mount Sinai Medical Center Miami Beach  May 2013 - Present
Ryder Supply Chain Solutions  January 2013 - May 2013
University of Miami  August 2011 - May 2013
UBS Wealth Management   September 2012 - April 2013
LW Securities   August 2011 - July 2012
University of Miami  August 2011 - December 2011

Skills
Solidworks, Minitab, Matlab, AMPL, VBA, Visio, Operations Research, Industrial Engineering, MS Project, Arena Simulation..., Labor Management, Project Management, Simulations, Cost Management, Forecasting, Data Analysis, Management, English, Microsoft Excel, Microsoft Project, PowerPoint

Education
University of Miami   2012 — 2013
Master of Science (MS), Industrial Engineering

University of Miami   2009 — 2012
Bachelor of Science (BS), Industrial Engineering

Universidad Metropolitana (VE)   2008 — 2009
Bachelor of Science (BS), Industrial Engineering

Experience
Bloomberg LP  May 2014 - Present
Bloomberg  April 2010 - May 2014
UBS Wealth Management   May 2009 - December 2009

Skills
Bloomberg, Equities, Financial Modeling, Valuation, Bloomberg Terminal, Capital Markets, Hedge Funds, Investments, Financial Analysis, Portfolio Management, Financial Markets, Derivatives, Asset Management, Trading, Microsoft Excel, Economics, Equity Research, Securities, PowerPoint

Education
Trinity College-Hartford   2007 — 2010
Bachelor of Arts (B.A.), Economics

Gilman School   1999 — 2005
High school

Experience
UBS Wealth Management   January 2015 - April 2015
Ameriprise Financial Services, Inc.   July 2014 - December 2014
JLL  May 2014 - August 2014
Hartford's Camp Courant   June 2013 - August 2013
Office of the Connecticut State Treasurer   May 2012 - August 2012
C+M Screw Machine   June 2009 - January 2012

Skills
History, Research, Higher Education, Public Speaking, Editing, PowerPoint, Community Outreach, Facebook, Tutoring, Teaching, Social Media, Writing

Education
Trinity College-Hartford   2011 — 2015
Bachelor's degree, History

Avon Old Farms   2007 — 2011
History

Experience
UBS Wealth Management   March 2009 - Present

Education
Université Paris Dauphine   2007 — 2008
Master's degree, Contrôle de gestion

IAE NICE   2005 — 2007
MSTCF, Accounting and Finance

IUT NICE   2003 — 2005
DUT GEA option Finance Comptabilité, Accounting and Finance

Experience
Wafra Investment Advisory Group  December 2006 - Present
KPMG Advisory  January 2006 - December 2006
Northstar Financial Companies, Inc.   June 2001 - December 2003
Merrill Lynch  May 2000 - August 2000
UBS Wealth Management   May 1999 - August 1999

Skills
Investments, Financial Modeling, Equities, Due Diligence, Valuation, Financial Risk, Alternative Investments, Business Valuation, Emerging Markets, Corporate Finance, Real Estate, Bloomberg, Securities, Structured Products, Private Equity, Strategic Financial..., Investment Advisory, Market Risk, Mutual Funds, Investment Banking, Equity Research, Mergers, Bloomberg Terminal, Mergers & Acquisitions, Risk Management, Asset Management, Asset Managment, Asset Allocation, Derivatives, Portfolio Management, Finance, Financial Analysis, Capital Markets, Banking, Fixed Income, Investment Management, Hedge Funds, Financial Structuring, Credit, Fund Of Funds, Structured Finance, Equity Valuation, Investment Strategies, Wealth Management

Education
Villanova University   2003 — 2005
MBA, Finance

Transylvania University   1998 — 2001
Bachelors Degree, Finance and Accounting

International College   1983 — 1997
High School, Experimental Sciences

Experience
UBS Wealth Management   January 2009 - Present
Partnership to Reduce Cancer in Rhode Island   September 2013 - Present
Kent Hospital Foundation   August 2013 - Present
RI Coalition Against Domestic Violence   January 2013 - Present
Sargent Rehabilitation Center  January 1998 - Present
American Cancer Society  December 2006 - November 2012
Oncology Nursing Society  July 2006 - July 2012
Merrill Lynch  October 1999 - January 2009
Bank Boston (RI Hospital Trust) Private Bank   April 1982 - October 1999

Education
Trinity University   1971 — 1975
BA, Speech and Drama

University of California, Los Angeles   1974 — 1974
Communications

Eastwood High School   1968 — 1971

Experience
UBS Wealth Management   February 2014 - Present
Banco Itau Europa International  2006 - October 2007
BankBoston (Bank of America Company)   2003 - 2006
Ryder Argentina SA   August 1997 - March 2001

Skills
Banking

Education
Universidad de Belgrano   1994 — 2000
Human Resources

Experience
NASDAQ OMX  June 2013 - Present
Thomson Reuters (group acquired by NASDAQ OMX - June 2013)   October 2012 - June 2013
The Ruth Group  June 2010 - September 2012
Lazar Partners  September 2009 - June 2010
Financial Tracking Technologies, LLC  August 2008 - September 2009
UBS Wealth Management   September 2007 - December 2007
Saunders Hotel Group  June 2007 - August 2007

Skills
Investor Relations, Corporate Communications, Press Releases, Competitive Analysis, Marketing, Business Development, Crisis Communications, Message Development, Media Relations, Strategic Communications, Valuation, Public Relations, Internal Communications, Finance, Research, Investments, Program Management, New Business Development

Education
New York University - Leonard N. Stern School of Business   2013 — 2016
Master of Business Administration (MBA), Accounting, Finance, Management of Technology & Operations

Trinity College-Hartford   2004 — 2008
Bachelor of Science, Economics

Experience
Citibank  August 2013 - Present
UBS Wealth Management   February 2013 - June 2013
First Bank Puerto Rico  October 2012 - December 2012
Burlington Coat Factory  August 2008 - July 2011

Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Team-oriented, Problem Solving, Highly motivated..., Interpersonal Skill, Communication, Interpersonal..., Bilingual, Analytical Skills, Mathematics, Learning Quickly, Sales, Promoters

Education
University of Puerto Rico-Rio Piedras   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Universidad de Salamanca   2012 — 2012
Exchange Program

Experience
UBS Wealth Management   August 2015 - Present
UBS Wealth Management   October 2013 - August 2015
eBay  July 2012 - October 2013

Skills
Microsoft Office, Public Speaking, Competitive Analysis, Marketing, Presentation Preparation, Writing For Print, Group Management, Team Leadership, Leadership, Management, PowerPoint, Qualitative Research, Personal Branding, Group Presentations, Special Events, Feature Writing, Community Relations, Consumer Psychology, Research, Telephone Skills, Microsoft Excel

Education
Tufts University   2008 — 2012
Bachelor of Science (BS), Social Psychology, Communications and Mass Media Studies, Cum Laude

Southampton High School   2004 — 2008
Comprehensive Diploma, Valedictorian

Experience
Howard Weil  April 2007 - November 2011
UBS Wealth Management   May 2006 - August 2006

Skills
Equity Research, Energy, Analysis, Valuation, Equities, Equity Valuation, Corporate Finance, Finance, Investments

Education
Tulane University - A.B. Freeman School of Business   2003 — 2007
BSM, Finance, Accounting, Economics

NASD Licensed: Series 7, 63, 86, 87

Experience
Michael Page  March 2015 - Present
Michael Page  2013 - Present
UBS Wealth Management   January 2013 - May 2013
Congressman John Larson   September 2012 - December 2012
Whalers Sports and Entertainment  May 2012 - August 2012

Skills
Eviews, Microsoft Word, Microsoft Excel, PowerPoint, Research, Brand Development, Economics, Microsoft Office, WordPress, Urban Planning, Urban Studies, Urban Economics, Econometrics, Marketing, Sports Marketing, ThomsonOne, Advertising, Talent Acquisition, Recruiting, Internal Audit, Networking

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Science (B.S.), Economics and Urban Studies

Glen Ridge High School   2005 — 2009
High School Diploma

Experience
McCain Foods USA Inc  February 2015 - June 2015
S G Technical   February 2014 - April 2015
UBS Wealth Management   2010 - 2013

Education
Universidad Politécnica de Puerto Rico   2015 — 2017
Master of Business Administration (M.B.A.), International Business/Trade/Commerce

Universidad del Sagrado Corazón   2011 — 2015
Bachelor of Business Administration (BBA), Business Management and Finance

Experience
Local Search Masters - Digital Marketing Agency   January 2015 - Present
Local Search Masters  July 2010 - December 2014
FrankCrum  November 2009 - July 2010
UBS Wealth Management   July 2007 - April 2009

Skills
New Business Development, Sales Management, Sales Process, Sales Trainings, Marketing Strategy, Online Marketing, Business Management, SEO, Financial Planning, Trade Finance, Online Advertising, Sales, Management, Account Management, B2B, Strategy, Strategic Financial..., Business Strategy, Social Media, Sales Operations, Training, Lead Generation, Email Marketing, SEM, Social Media Marketing, Digital Marketing, Business Development, Marketing

Education
Vanderbilt University   2003 — 2007
Bachelor's, Economics, History, Managerial Studies

Università degli Studi di Firenze   2006 — 2006
Semester Abroad, European Economics & History

Experience
EY  July 2015 - Present
United States Air Force  May 2003 - December 2012
UBS Wealth Management   February 2006 - May 2008

Skills
Financial Analysis, Risk Management, Mergers & Acquisitions, Due Diligence, Policy, Microsoft Excel, Leadership, Strategic Planning, Microsoft Office, Finance, Budgets, Estate Planning, Stock Market, Bond Markets, Retirement Planning, Investments, Compliance Oversight, PowerPoint, Apple OS, Tax Law, Air Force, Command, Program Management, Public Speaking

Education
University of California, Los Angeles - School of Law
Juris Doctor (J.D.), Taxation

United States Air Force Academy
Bachelor’s Degree, Political Science and Government

Experience
UBS Wealth Management   August 2014 - Present
Jagged Peak  May 2010 - July 2010

Skills
Microsoft Excel, Microsoft Office, QuickBooks, Great Plains Software, Accounting, Finance, Financial Analysis, Event Planning, Microsoft Word, PowerPoint, Public Speaking

Education
UF Hough Graduate School of Business   2012 — 2014
Master of Science in Finance (MSF)

University of Florida - Warrington College Of Business   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting

Experience
UBS Wealth Management   June 2015 - Present
Subway  June 2011 - August 2012

Skills
Java, Python, Leadership, Microsoft Office, Writing, Programming, Eclipse, Analytics, PowerPoint

Education
Union College   2013 — 2017
Bachelor of Science (B.S.), Computer Science

Friends Academy (Locust Valley, NY)   2009 — 2013
High School

Experience
UBS Wealth Management   March 2014 - Present
UBS  March 2012 - Present
UBS  March 2005 - February 2012
COSVI  March 2002 - February 2005

Skills
Critical Thinking, Excel, Customer Relations, Business Strategy, Business Planning, Customer Service, Microsoft Excel, Insurance, Accounting, Marketing, Leadership, Public Speaking, Negotiation, Finance, Investments, Retirement Planning, Risk Management, Financial Analysis, Equities, Wealth Management, Financial Planning, Strategic Planning

Education
University of Phoenix   2010 — 2012
MBA, Global Management, Summa Cum Laude

University of Phoenix   2008 — 2010
BSBA, Business Administration and Management, General, Magna Cum Laude

Universidad de Puerto Rico   1982 — 1984
Accounting and Finance

San Miguel High School   1976 — 1982

Experience
Citi  August 2012 - Present
Citi  August 2011 - August 2012
UBS Investment Bank  April 2008 - August 2011
UBS Investment Bank  September 2006 - April 2008
UBS Wealth Management   September 2004 - September 2006

Skills
FX Options

Education
United States Military Academy at West Point   1999 — 2003
Bachelor's degree, American History (United States)

Experience
FridaBaby   April 2015 - Present
Global Wealth Allocation   November 2012 - December 2014
MobileFuse  March 2012 - June 2012
UBS Global Asset Management  September 2008 - February 2012
UBS Wealth Management   August 2006 - September 2008

Skills
Alternative Investments, Asset Management, Asset Allocation, Business Development, Equities, Investments, Mutual Funds, Series 7

Education
Tulane University - A.B. Freeman School of Business   2002 — 2006
Bachelor of Science (BS), Finance, General

Experience
Verde Energy USA  October 2014 - Present
Verde Energy USA  November 2012 - October 2014
UBS Wealth Management   July 2011 - November 2012
Soccer and Rugby Imports  September 2011 - October 2012
Bridgeport International Academy  August 2008 - June 2011
University of Bridgeport  January 2009 - March 2011

Skills
Microsoft Office, Bloomberg, Financial Analysis, Microsoft Excel, Financial Markets, Microsoft Word, Data Analysis, PowerPoint, Financial Modeling, QuickBooks, Access, Economics, Analysis, Accounting, Customer Service, Research

Education
University of Bridgeport   2008 — 2012
Bachelor's Degree, International Economics, Finance, 3.85/4.00

Universidade Presbiteriana Mackenzie
BS, Economics

Experience
Nicholas Hoffman & Company  August 2013 - Present
Burkenroad Reports  August 2012 - December 2012
UBS Wealth Management   May 2012 - August 2012
Cohn & Wolfe  June 2011 - August 2011

Skills
Microsoft Excel, Research, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Investments, Customer Service, Teamwork, Public Speaking, English, Time Management

Education
Tulane University - A.B. Freeman School of Business   2009 — 2013
Bachelor of Science in Management, Finance, General

Woodward Academy   2005 — 2009

Experience
KIPP NYC  March 2014 - Present
Management Leadership for Tomorrow  March 2014 - Present
Citi  June 2015 - August 2015
Virtusa  June 2013 - August 2014
KIPP Delta Public Schools  June 2012 - June 2013
Teach For America  June 2011 - June 2013
UBS Wealth Management   January 2011 - May 2011
Metalogix Software  January 2011 - January 2011
KIPP NYC  May 2010 - August 2010

Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)

Trinity College-Hartford   2007 — 2011
BS, Economics

Milton Academy   2003 — 2007

Experience
J.P. Morgan Asset Management   August 2015 - Present
UBS Global Asset Management  June 2014 - Present
UBS Global Asset Management  January 2007 - June 2014
UBS Wealth Management   September 1998 - December 2006
Clariant  December 1996 - September 1998

Skills
Asset Managment, Business Strategy, Mergers, Strategy, Organizational..., Management, Program Management, Recruiting, Asset Management, Coaching, Team Leadership, Leadership, Marketing, Analysis, Sales Management, Performance Management, Change Management, Management Consulting, Human Resources, Leadership Development, Employee Engagement, Organizational Design, Mergers & Acquisitions, Sales Trainings

Education
Universität Basel   1990 — 1996
MA, Economics, Business Admin, Marketing and International Trade

Experience
Bank of the West Wealth Management  July 2014 - Present
TIAA-CREF  June 2012 - June 2014
Osborne Partners Capital Management  September 2011 - June 2012
RF Advisors   September 2010 - July 2011
UBS Wealth Management   February 2005 - September 2010
UBS Financial Services  February 2006 - April 2009
Credit Suisse Group  January 2001 - January 2005
Credit Suisse  1999 - 2004
Financial Planner  January 1999 - January 2001
Cantonal Bank of Bern   January 1996 - January 2001

Skills
Asset Management, Wealth Management

Education
Swiss Financial Planning School   2003 — 2005
Master's Degree, equivalency

   2001 — 2004
Masters, Business/Finance

Business School of Bern   1996 — 1999

Cantonal Bank of Bern   1996 — 1999

Swiss Business School   1996 — 1999
Bachelor's Degree, equivalency; Finance concentration

Experience
Sterne Agee  July 2013 - Present
Auction.com  2013 - 2013
Sterne Agee & Leach  June 2011 - September 2012
UBS Wealth Management   October 2010 - February 2011

Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equity Research, Corporate Finance, Equities

Education
Tulane University - A.B. Freeman School of Business   2010 — 2011
MS, Finance, Energy Specialization

Tulane University   2006 — 2010
Bachelor of Science (B.S.), Finance, Legal Studies

The Tatnall School

Experience
Macys.com  May 2013 - Present
Macys.com  April 2011 - May 2013
Macys.com  May 2010 - April 2011
Macys.com  August 2009 - April 2010
Lehman Brothers Bank  July 2008 - August 2008
UBS Wealth Management   July 2007 - August 2007

Education
Tufts University   2005 — 2009
BA, Economics

Experience
Hewlett-Packard Enterprise Services  July 2013 - Present
UBS Wealth Management   February 2009 - April 2013
ING Financial Services LLC  April 2001 - June 2008
JPMorgan Chase  1998 - 2001
JPMorganChase  September 1997 - December 1998
Camara Colombo Venezolana   1992 - 1994

Skills
IT Audit, Network Security, Risk Management, Information Security, Information Security..., PCI DSS, Application Security, Risk Assessment, Security, IT Risk Management, Information Technology, Financial Risk, SDLC, Vulnerability Assessment, Computer Security

Education
Universidade Federal de Pernambuco   1989 — 1991
M.A, Economics

Universidade de São Paulo   1984 — 1988
B.S, Economics

Experience
Holly Street Wealth Management   April 2013 - Present
Trovena, LLC   November 2012 - April 2013
First Foundation, Inc.   August 2010 - October 2012
Citizens Business Bank  September 2007 - August 2010
UBS Wealth Management   January 2005 - September 2007
Bank of America Private Bank  September 2002 - September 2007
CITIBANK FSB  January 1993 - January 1995
Wells Fargo Bank  January 1991 - January 1993

Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning

Education
University of Southern California - Marshall School of Business   1994 — 1996
MBA

Tulane University   1985 — 1989
BA, Political Science

Blair Academy   1981 — 1985

University of Pennsylvania - The Wharton School
CIMA, Executive Education

Experience
UBS Financial Servics Inc.   2012 - Present
UBS Financial Services  December 2010 - Present
UBS Wealth Management   January 2008 - December 2010
Morgan Stanley Smith Barney  January 2006 - January 2008

Education
Towson University   1997 — 2001
BA, Business Administration, Finance Concentration

Experience
Credit Suisse  December 2010 - Present
Deutsche Bank  May 2008 - December 2010
NYSE Regulation  March 2006 - May 2008
UBS Wealth Management   2000 - 2006
SALOMON SMITH BARNEY  December 1996 - March 2000

Skills
Series 7, Securities, Investment Banking, AML, Series 24, FINRA, Due Diligence, Capital Markets, Equities, Securities Regulation, KYC, Hedge Funds, Risk Management, Fixed Income, Derivatives, Alternative Investments, Financial Services, Operational Risk, Options

Education
Touro College Jacob D. Fuchsberg Law Center   1993 — 1996
JD, cum laude, Law

University at Albany, SUNY   1989 — 1993

Experience
J.P. Morgan Asset Management   April 2014 - Present
UBS Global Asset Management  March 2010 - March 2014
UBS Global Asset Management  September 2007 - March 2010
UBS Wealth Management   May 2006 - September 2007
News America Marketing  2004 - 2006

Skills
Portfolio Management, Asset Managment, Investments, Equities, Alternative Investments, Fixed Income, Mutual Funds, Bloomberg, Wealth Management, Valuation, Financial Services, Capital Markets

Education
Tulane University - A.B. Freeman School of Business   2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing

Tulane University   2000 — 2004
Finance, Marketing

Experience
Netplus Capital   April 2009 - Present
UBS Wealth Management   April 2005 - April 2009
Citigroup  May 1998 - April 2005

Skills
Banking, Alternative Investments, Wealth Management, Series 7, Investment Advisory, Investment Banking, Corporate Finance, Business Strategy, Business Management, New Business Development, Asset Management, Credit, Emerging Markets, Equities, Finance, Fixed Income, Hedge Funds, Investments, Management, Mergers, Portfolio Management, Private Banking, Private Equity, Securities, Capital Markets, Financial Markets, Structured Products, Wealth Management..., Investment Strategies, Derivatives

Education
University of Notre Dame - Mendoza College of Business   1997 — 1999
MBA

Universidad Católica de Córdoba   1989 — 1993
BBA, Economic Science and Business Administration

Experience
UBS Wealth Management   June 2012 - Present
Banco Santander International (Miami)   April 2009 - April 2011
Banco Santander Suisse (Geneva)   May 2003 - April 2009
Santander Private Banking (Sao Paulo)   2001 - 2003
Banco Santander International (Miami)   2000 - 2001
Banco Santander International (Miami)   1999 - 2000
Banco Santander  1995 - 1999

Education
Universidad Pontificia Comillas   1990 — 1995
ICADE E-2, Business Administration

University College Dublin   1993 — 1994
Business Admnistration

Experience
National Railroad Retirement Investment Trust   July 2013 - Present
Tufts University  July 2010 - July 2013
UBS Wealth Management   June 2009 - August 2009
W Capital Partners  June 2008 - July 2008

Skills
Bloomberg, Hedge Funds, Portfolio Management, Investments, Private Equity, Financial Modeling, Valuation

Education
Tufts University   2006 — 2010
Bachelor of Science (BS), Mathematics, Quantitative Economics

University of Paris I: Panthéon-Sorbonne   2009 — 2009
Histoire Contemporaine

Experience
Oppenheimer & Co.   January 2009 - Present
UBS Wealth Management   February 2005 - November 2008

Education
United States Naval Academy   1990 — 1994
BS, Oceanography

Experience
Garan, Incorporated  August 2012 - Present
UBS Wealth Management   January 2010 - August 2012
UBS Wealth Management   September 2007 - December 2009

Skills
Financial Modeling, Equities, Financial Analysis, Microsoft Excel, Fixed Income, Bloomberg, VBA, Microsoft Office, Portfolio Management, Asset Allocation, Investments, PowerPoint, Competitive Analysis, Capital Markets, Microsoft Word, Asset Management, Valuation

Education
Tufts University   2003 — 2007
Bachelor of Science, Electrical Engineering

Experience
UBS Wealth Management   January 2006 - April 2010
UBS Wealth Management   December 1987 - 2006
Swiss Bank Corporation  1978 - 1987

Education
Thunderbird School of Global Management   1976 — 1977
MBA, International Finance

University of Colorado Boulder   1972 — 1975
BA, Romance Languages

Miami Beach Senior High   1970 — 1973
High School

Experience
Forem Investments LLC   December 2013 - Present
UBS Wealth Management   August 2006 - December 2013
Merrill Lynch  July 1987 - August 2006

Skills
Portfolio Management, Fixed Income, Investments, Alternative Investments, Wealth Management, Risk Management, Private Banking, Wealth Management..., Business Strategy, Financial Services, Equities, Strategic Financial..., Mutual Funds, Capital Markets, Investment Banking, Asset Managment, Asset Management, Investment Advisory, Series 7, Emerging Markets, Asset Allocation, Strategic Planning, Hedge Funds, Securities, Private Equity, Investment Management, Investment Strategies, Structured Products, Trading, Series 63

Education
University of Pennsylvania - The Moore School   1984 — 1986
MSE, Materials Science & Engineering

University of Pennsylvania - The Wharton School   1984 — 1986
MBA, Finance

Universidad Simón Bolívar   1973 — 1978
Engineer, Mechanical Engineering

Experience
UBS Wealth Management   April 2015 - Present
UBS Wealth Management   May 2002 - March 2015
Paine Webber  April 2000 - April 2002

Skills
Mutual Funds, Business Analysis, Equities, Financial Services, Alternative Investments, Investments, Securities, DB2, Risk Management, SDLC, Banking, Due Diligence, Insurance, Process Improvement, SQL

Education
The Chubb Institute   1998 — 1998
Diploma in Computer Programming

Union County College

Experience
Morgan Stanley Private Wealth Management  January 2008 - Present
UBS Wealth Management   July 2007 - January 2008

Skills
Series 7, Retirement Planning, Wealth Management, Financial Planning, Investments, Asset Management, Financial Modeling, Equities, Fixed Income, Financial Services, Mutual Funds, Alternative Investments, Portfolio Management

Education
Union College   2001 — 2005
Bachelor of Science (BS), Biology, General

Experience
JLL  April 2015 - Present
JLL  March 2014 - April 2015
JLL  June 2011 - March 2014
Credit Suisse  May 2010 - May 2011
UBS Wealth Management   February 2010 - May 2010
Gen Re  June 2009 - July 2009

Education
Trinity College-Hartford   2006 — 2010

Taft School   2003 — 2006

Experience
Banco do Brasil Securities   March 2012 - Present
Banco do Brasil Securities   September 2011 - March 2012
Gartner  July 2011 - September 2011
UBS Wealth Management   January 2011 - June 2011

Skills
Fixed Income, Equities, Derivatives, Trade Execution, Capital Markets, Emerging Markets, Bloomberg, Trading, Hedge Funds, Asset Managment, Investment Banking, Financial Markets, Financial Analysis, Economics, Securities, Microsoft Excel, International...

Education
CFA Institute
2016 Level II Candidate in the CFA Program

University of Bridgeport   2007 — 2011
B.A.

UNESP - Universidade Estadual Paulista
B.S.

Experience
Wells Fargo Securities  July 2014 - Present
Siemer & Associates  September 2012 - July 2014
Siemer & Associates  June 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Financial Analysis, Due Diligence, Capital Markets, Microsoft Excel, Microsoft Office

Education
Universidad de Granada
European Politics Spanish Language

University of California, San Diego
B.A. Economics B.A. Political Science-International Relations

Experience
UBS Financial Services  June 2014 - Present
ubs  February 2013 - Present
UBS Wealth Management   November 2009 - February 2013
UBS Wealth Management   January 1998 - November 2009

Education
University of Ulster   1979 — 1986
Bachelor of Applied Science (B.A.Sc.), Social Sciences

Thornhill college   1973 — 1979

Experience
Affillion LLC   May 2011 - Present
Bayshore Productions   January 2011 - Present
UBS Wealth Management   May 2005 - Present

Education
University of Florida   2005 — 2009
Bachelors of Art, English

Universidad Internacional Menéndez Pelayo   2007 — 2007
Study Abroad, Spanish

The Community School of Naples   2001 — 2005

Experience
Independent Contractor  2010 - Present
MetLife  November 2006 - December 2010
Ameriprise Financial Services, Inc.   May 2005 - October 2006
UBS Wealth Management   December 2003 - April 2005
JP Morgan Investor Services   January 2000 - July 2001
Standard and Poor's Compustat   August 1996 - December 1998
U.S. Department of Veterans Affairs   September 1985 - December 1994
University of Colorado Denver  August 1984 - May 1994

Skills
Equities, Financial Analysis, Investments, Asset Management, Data Analysis, Portfolio Management, Research, Microsoft Excel, Private Equity, PowerPoint, Microsoft Office, Spanish, Equity Research, Market Research, Microsoft Word, Market Analysis, Project Management, Entrepreneurship, Financial Markets, Emerging Markets, Capital Markets, Bloomberg Terminal

Education
University of Denver   1995 — 1998
Master of Science (MS), Finance, Investment Markets

Western Michigan University   1976 — 1978
Master's Degree (MA), Research and Experimental Psychology

Universidad de Monterrey   1972 — 1975
Bachelor's Degree, General Psychology

Experience
UBS Investment Bank  July 2014 - July 2015
Barrington Research Associates, Inc.   April 2013 - July 2013
Oppenheimer & Co.   June 2011 - August 2011
UBS Wealth Management   December 2010 - January 2011
Finance Department of the City of Boca Raton   May 2010 - August 2010

Education
Tulane Universty
Master of Finance, Energy Specialization

Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance & Management