UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Claire Roeschke Claire Roeschke Plano, Texas Details
Claire Roeschke's UBS Wealth Management Experience May 2013 - July 2014
Job Business Analyst Trainee at JCPenney
Industry Financial Services
Experience
JCPenney  August 2015 - Present
UBS Wealth Management   May 2013 - July 2014
University of Arkansas  August 2012 - December 2012
Republic Title of Texas  May 2012 - August 2012

Skills
Microsoft Office, Data Analysis, Mutual Funds, Portfolio Performance..., Morningstar, Financial Analysis, Wealth Management..., Client Prospecting, Microsoft Excel, Microsoft Word, Study Abroad Programs, Document Management, Project Management, Social Media Marketing, Windows, Investments, Team Leadership, PowerPoint, Prezi

Education
University of Arkansas at Fayetteville   2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Financial Management and Investment

The American University of Rome   2013 — 2013

Plano West Senior High   2008 — 2011

Leroy Tanker, CPA/PFS, CFP Leroy Tanker, CPA/PFS, CFP Greater Atlanta Area Details
Leroy Tanker, CPA/PFS, CFP's UBS Wealth Management Experience November 2000 - November 2005
Job Senior Advisor at Expense Reduction Advisors, LLC
Industry Financial Services
Experience
Expense Reduction Advisors, LLC   September 2012 - Present
Legacy Wealth Advisors, LLC   February 2012 - December 2014
Freedom Financial Services, Inc, An Independent Firm   November 2005 - December 2014
Raymond James Financial Services, Inc.   November 2005 - February 2012
UBS Wealth Management   November 2000 - November 2005
Merrill Lynch  May 1994 - November 2000
HJ Russell & Company  1990 - 1994
Price Waterhouse  1976 - 1978

Education
University of Alabama   1973 — 1976
BS, Accounting

Clifford Si Clifford Si San Francisco Bay Area Details
Clifford Si's UBS Wealth Management Experience June 2006 - September 2006
Job Data Analytics Senior Manager at QuinStreet
Industry Internet
Experience
QuinStreet  July 2015 - Present
QuinStreet  December 2013 - June 2015
LegalForce / Trademarkia   July 2012 - November 2013
LegalForce / Trademarkia   October 2010 - July 2012
LegalForce / Trademarkia   April 2010 - October 2010
Yahoo!  2008 - 2009
Federal Reserve Board  2007 - 2007
Morgan Stanley  September 2006 - December 2006
UBS Wealth Management   June 2006 - September 2006
Waddell & Reed  January 2006 - June 2006

Skills
Analytics, Team Management, Microsoft Excel, Tableau, SEM, Finance, Business Strategy, Financial Analysis, Business Planning, Analysis, Start-ups, SQL, Hive, Brio Query, Business Development, Microstrategy, Stata, Hyperion Interactive..., PPC, Web Design, Cost Reporting

Education
University of California, Davis   2003 — 2007
Bachelor of Arts (B.A.), Economics & International Relations

University of California Washington DC   2007 — 2007

Brian Han Brian Han Berkeley, California Details
Brian Han's UBS Wealth Management Experience July 2013 - August 2013
Job Summer Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors  May 2015 - Present
i2 Capital Group   June 2014 - August 2014
UC Berkeley  February 2013 - May 2014
UBS Wealth Management   July 2013 - August 2013
USC Marshall School of Business  March 2011 - June 2012

Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PowerPoint, Management, Microsoft Office, Entrepreneurship, Research, Data Analysis, Public Speaking, Event Planning, Chinese

Education
UC Berkeley   2012 — 2016
Economics, Korean, Junior

Oxford Academy   2008 — 2012
Graduated

Dan S. Martin Dan S. Martin Tucson, Arizona Area Details
Dan S. Martin's UBS Wealth Management Experience February 2004 - April 2009
Job CFO/Finance Professional
Industry Architecture & Planning
Experience
Rick Joy Architects  November 2010 - Present
Museum of Contemporary Art (MOCA) Tucson   January 2013 - November 2014
Aranda\Lasch and ID&F   February 2013 - June 2014
Arizona Theatre Company  October 2013 - May 2014
Greenberg Financial Group   May 2009 - December 2012
UBS Wealth Management   February 2004 - April 2009
M Group Consultants   September 2001 - February 2004

Skills
Finance, Strategic Planning, Business Strategy, Business Development, Investments, Mergers & Acquisitions, Venture Capital, Insurance, Management Consulting, Business Planning, Financial Analysis, Strategy, Small Business, Entrepreneurship, Budgets, Corporate Finance, Executive Management, Managerial Finance, Due Diligence, Management, Retirement Planning, Wealth Management, Financial Modeling, Retirement, Start-ups, Investment Advisory

Education
University of Arizona, Eller College of Management   2000 — 2002
MBA, Global Management and Venture Finance

University of Arizona   1987 — 1999
BA, Political Science, Economics, Systems & Industrial Engineering

Anna Hadden Anna Hadden Greater Los Angeles Area Details
Anna Hadden's UBS Wealth Management Experience October 2005 - September 2006
Job Project Manager at Capital Group
Industry Investment Management
Experience
Capital Group  July 2015 - Present
Capital Group  August 2014 - June 2015
Capital Group  July 2007 - August 2014
Capital Group  July 2007 - August 2014
Capital Group  January 2007 - June 2007
Trust Company of the West  September 2006 - December 2006
UBS Wealth Management   October 2005 - September 2006

Skills
Microsoft Office, Word, Excel, VBA, Lotus Notes, Bloomberg, Asset Pricing, Corporate Actions, Fixed Income, Mutual Funds, Data Analysis, Bloomberg Terminal, Asset Managment, Structured Products, Emerging Markets, Risk Management, PowerPoint, Process Improvement, Investment Management, Due Diligence, Valuation, Investments, Portfolio Management, Derivatives

Education
University of California, Los Angeles   2004 — 2007
Bachelors, Psychology and Economics

Jerrod McClung Jerrod McClung Los Angeles, California Details
Jerrod McClung's UBS Wealth Management Experience January 2005 - June 2007
Job Financial Advisor, Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
LPL Financial  November 2010 - November 2013
Merrill Lynch  June 2007 - November 2010
UBS Wealth Management   January 2005 - June 2007

Education
UCLA   1993 — 1998
Bachelor of Psychology, Specialization in Business & Administration

La Jolla High School   1990 — 1993

Angela Song Wang Angela Song Wang Greater Los Angeles Area Details
Angela Song Wang's UBS Wealth Management Experience March 2015 - Present
Job CSA at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   March 2015 - Present
UBS  August 2014 - March 2015
Waddell & Reed  June 2014 - August 2014
Undergraduate Finance Association (UFA) at UC Irvine   April 2014 - July 2014
UC Irvine SSARC   September 2013 - June 2014
Eureka Capital Markets, LLC  April 2014 - May 2014
Collegiate Entrepreneurs  October 2012 - March 2013
T.O.P. Shanghai Multimedia Co.   June 2012 - September 2012
Vivo Gelato   June 2009 - April 2011

Skills
Marketing Communications, Social Media Marketing, Data Analysis, Human Resources, Secretarial Skills, Managerial Skills, Microsoft Office, Microsoft Excel, Eviews, Management, Time Management, Customer Service

Education
University of California, Irvine   2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Education studies

Nidhi Vaghashia Nidhi Vaghashia New York, New York Details
Nidhi Vaghashia's UBS Wealth Management Experience April 2008 - August 2008
Job Real Estate Tax Senior Associate at PwC
Industry Accounting
Experience
PwC  July 2012 - Present
PwC  November 2010 - June 2012
PwC  June 2009 - August 2009
UBS Wealth Management   April 2008 - August 2008

Skills
Tax, Accounting, Real Estate, International Tax, Microsoft Excel, Microsoft Office, Tax Research, Finance, Financial Reporting, Financial Analysis, US GAAP, Financial Accounting

Education
University of California, Irvine   2006 — 2010
Bachelor of Arts, Economics, Accounting

Karin Hacatoryan Karin Hacatoryan Orange County, California Area Details
Karin Hacatoryan's UBS Wealth Management Experience September 2010 - January 2011
Job
Industry Financial Services
Experience
JPMorgan Chase  January 2012 - February 2013
UBS Wealth Management   September 2010 - January 2011
Allergan  January 2010 - December 2010

Education
University of California, Los Angeles   2005 — 2008
B.A., Economics

Ino Chang Ino Chang Greater Los Angeles Area Details
Ino Chang's UBS Wealth Management Experience June 2010 - June 2010
Job Project Coordinator at Warner Bros. Entertainment Inc.
Industry Health, Wellness and Fitness
Experience
Warner Bros. Entertainment Group of Companies  March 2014 - Present
EXOS  August 2013 - December 2013
Department of Creative Product Design   June 2012 - August 2012
New York Life Insurance Company, Anyhealth   December 2010 - January 2011
RevoAce   June 2010 - August 2010
BNP Paribas  July 2010 - July 2010
UBS Wealth Management   June 2010 - June 2010
College Works Painting  March 2010 - May 2010
Einsteins Bros Bagels  November 2008 - April 2009

Skills
Microsoft Excel, Marketing, PowerPoint, HTML, Photoshop, Chinese, Management, CSS, Research, Social Media, Adobe Photoshop, Microsoft Office, Prezi, Art, Social Media Marketing, Illustrator, Microsoft Word, Microsoft Powerpoint, Customer Service, Facebook, Analysis, Adobe illustrator, SketchPro, Communication, CRM, Sketchbook Pro, Agile Methodologies, Agile Project Management, Agile Methodolgy, Software Development..., Atlassian JIRA, Central Desktop, Asana, TestRails, Invision, Event Planning

Education
University of California, Berkeley   2009 — 2013
Bachelor of Science (B.S.), Business Administration, 3.8

Torrey Pines High School   2006 — 2009
High School Diploma

Paul Huang, CPCU Paul Huang, CPCU Greater Los Angeles Area Details
Paul Huang, CPCU's UBS Wealth Management Experience July 2001 - June 2003
Job Broker (Commercial Insurance) at New Century Insurance Services, Inc.
Industry Insurance
Experience
New Century Insurance Services, Inc.   July 2003 - Present
UBS Wealth Management   July 2001 - June 2003

Skills
Negotiation, Sales, Workers Compensation, Commercial Insurance, Insurance, Employment Practices..., Risk Management, Property & Casualty..., Real Estate, Liability, Directors & Officers..., Commercial Real Estate, Life Insurance, Brokers, Casualty, Underwriting, Health Insurance

Education
American Institute for CPCU and Insurance Institute of America
CPCU (Chartered Property Casualty Underwriter), Commercial Property & Casualty Insurance

University of California, Los Angeles
B.A., Business Economics

Enya Lee Enya Lee Greater New York City Area Details
Enya Lee's UBS Wealth Management Experience October 2010 - March 2011
Job Campaign Manager, Talent Solutions
Industry Internet
Experience
LinkedIn  September 2012 - Present
LinkedIn  June 2012 - August 2012
Haas School of Business  January 2011 - June 2012
UBS Wealth Management   October 2010 - March 2011
JAY INTERNATIONAL CORP   May 2010 - August 2010
GRUNDFOS  June 2009 - August 2009

Skills
Basic Photoshop, Excel, Microsoft Office, PowerPoint, Word, Social Media, DFP, Confluence, HTML, Microsoft Word, Microsoft Excel, Online Advertising, Salesforce.com, Marketing

Education
University of California, Berkeley   2009 — 2012
Bachelor of Arts (B.A.), Economics

Jordan Lipschutz Jordan Lipschutz San Francisco Bay Area Details
Jordan Lipschutz's UBS Wealth Management Experience July 2013 - August 2013
Job Financial Services Advisory Intern
Industry Financial Services
Experience
Office of Student Development  May 2014 - Present
EY  June 2015 - August 2015
Freshman Sophomore Business Club  September 2013 - May 2014
Young Entrepreneurs at Haas  February 2013 - May 2014
Academic Services Center   January 2013 - May 2014
Freshman Sophomore Business Club  September 2012 - September 2013
UBS Wealth Management   July 2013 - August 2013
Compass Fellowship  October 2012 - May 2013
PETS   August 2010 - May 2012
National Honors Society  September 2009 - May 2012

Skills
Higher Education, Fundraising, Research, Teaching, Leadership, Public Speaking, Data Analysis, Teamwork, Sales, Financial Analysis, PowerPoint, Social Media, Management, Strategy

Education
University of California, Berkeley   2012 — 2016
BS, Intended Business Administration

El Camino Real Charter High School   2008 — 2012

Sheetal Bagde Sheetal Bagde San Francisco Bay Area Details
Sheetal Bagde's UBS Wealth Management Experience February 2014 - October 2014
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services  December 2014 - Present
UBS Wealth Management   February 2014 - October 2014
Hewlett-Packard  February 2005 - February 2014
Parsons Corporation  June 2004 - September 2004

Skills
Risk Management, Financial Modeling

Education
UC Berkeley   2013 — 2015
Financial Planning & Wealth Management

University of Maryland Baltimore County   2002 — 2004
MS, Engineering Management

Pune University   1998 — 2002
BE, Electronics and Telecommunication Engineering

Connor Ritchey Connor Ritchey Greater Los Angeles Area Details
Connor Ritchey's UBS Wealth Management Experience March 2015 - Present
Job Client Service Associate at UBS Wealth Management
Industry Sports
Experience
UBS Wealth Management   March 2015 - Present
IMCA Capital  June 2014 - January 2015
UCLA  June 2013 - June 2014
Anschutz Entertainment Group Worldwide   February 2013 - June 2013
Dallas Cowboys  July 2012 - August 2012
Chivas USA  May 2012 - July 2012
JazzReggae Festival  November 2011 - June 2012
RuffaloCODY  September 2010 - December 2011
Green Thumb Nursery   June 2011 - August 2011

Skills
Event Planning, Social Media, Public Speaking, Marketing, Fundraising, Facebook, PowerPoint, Customer Service, Research, Microsoft Office, Social Networking, Microsoft Excel, Social Media Marketing, Public Relations, Microsoft Word

Education
University of California, Los Angeles   2010 — 2014
Bachelor of Arts (BA), Economics with Minor in Global Studies

Adolfo Camarillo High School   2006 — 2010

Katarina Du Katarina Du San Francisco Bay Area Details
Katarina Du's UBS Wealth Management Experience September 2013 - April 2015
Job
Industry Financial Services
Experience
Palantir Technologies  April 2015 - Present
UBS Wealth Management   September 2013 - April 2015
Hilliard Management Group  April 2013 - May 2013
Merrill Lynch  June 2012 - August 2012
World Trade Center San Diego  May 2012 - August 2012
APAPA-CCC   March 2010 - May 2012
Campuscred  September 2010 - May 2011
Affairs with Flair   June 2010 - August 2010
DDH Enterprise / Dutek  July 2005 - June 2009

Education
University of California, Berkeley   2009 — 2013
Bachelor, Political Economy, Legal Studies

University of Cambridge   2011 — 2011
Business, International Relations, and European History, 3.9

San Marcos High School   2005 — 2009

Kathleen Reyes Kathleen Reyes Los Angeles, California Details
Kathleen Reyes's UBS Wealth Management Experience January 2012 - May 2012
Job Independent Contractor • Accounting and Consulting
Industry Accounting
Experience
Peak Sport   December 2014 - Present
Red Bull North America  November 2013 - December 2014
Cristobal & Company, CPAs   January 2013 - November 2013
The Healthy Bean   April 2013 - October 2013
Northwestern Mutual  May 2012 - September 2012
UBS Wealth Management   January 2012 - May 2012
CDM Housing, LLC   January 2012 - May 2012
Caplee Corporation  July 2011 - January 2012
Unicare Laboratory, Inc.   May 2008 - September 2009

Skills
Strategic Planning, Networking, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Financial Analysis, Sales, Finance, Analysis, Accounts Payable, Accounts Receivable, Management, QuickBooks, Accounting, Marketing, Business Development, Financial Reporting, Microsoft Word, Financial Accounting, Teamwork, Strategic Financial..., Bookkeeping, US GAAP, Tax Preparation, Bank Reconciliation, Payroll, Forecasting, Account Reconciliation, Outlook

Education
University of California, Irvine   2008 — 2012
Bachelor of Arts (B.A.), Business Economics, Minors in Accounting and Educational Studies

UCLA Extension
Accounting

Dang-Co Vu Dang-Co Vu Santa Ana, California Details
Dang-Co Vu's UBS Wealth Management Experience June 2015 - Present
Job Management Intern at UBS Wealth Management
Industry Medical Practice
Experience
UBS Wealth Management   June 2015 - Present
Daily Bruin  January 2014 - December 2014
Village Eyes Optometry   September 2013 - December 2014
ACCESS Magazine  February 2013 - August 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Photography, Lightroom, Real Estate, Optometry, Eye Exams, Newspapers, Sales, Sales Operations, Web Design, Web Marketing, Customer Service

Education
UCLA   2011 — 2015

Segerstom Fundamental High School   2007 — 2011
High School

Ryan Michael Ryan Michael Poughkeepsie, New York Details
Ryan Michael's UBS Wealth Management Experience 2000 - 2006
Job Corporate Events Director at American Heart Association
Industry Fund-Raising
Experience
American Heart Association American Stroke Association  February 2014 - Present
Turning Point Entertainment   2005 - Present
Citizens Bank  2009 - 2014
UBS Wealth Management   2000 - 2006

Skills
Event Planning, Social Media Marketing, Social Media, Event Management, Entertainment, Fundraising, Social Networking, Corporate Events, Facebook, Customer Service, Leadership, Marketing Communications, Marketing Strategy, Nonprofits, Press Releases, Public Relations, Public Speaking, Time Management, Marketing

Education
State University of New York at Albany   1997 — 2000
Bachelor of Science (BS), Marketing/Marketing Management

Adam O'Shields Adam O'Shields Guntersville, Alabama Details
Adam O'Shields's UBS Wealth Management Experience February 2013 - June 2014
Job Financial Advisor at Team Wealth Solutions
Industry Financial Services
Experience
Team Wealth Solutions   July 2014 - Present
UBS Wealth Management   February 2013 - June 2014
Merrill Lynch  March 2012 - December 2012
Pratt & Whitney  May 2008 - March 2012

Skills
Process Improvement, Analysis, Six Sigma, Systems Engineering, Cross-functional Team..., Continuous Improvement, Financial Analysis, Earned Value Management, Root Cause Analysis, Program Management, Risk Management, Microsoft Excel

Education
University of Alabama in Huntsville   2008 — 2011
Bachelor of Science, Business Administration/Management

Guntersville High

Chadi Bawardi Chadi Bawardi Greater Los Angeles Area Details
Chadi Bawardi's UBS Wealth Management Experience June 2006 - September 2006
Job Associate Commercial Investment Specialist at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap  September 2013 - September 2014
E-Z Cash & Quick Cash Service   March 2007 - September 2013
Harvey & Company LLC  December 2006 - March 2007
UBS Wealth Management   June 2006 - September 2006
Walgreens  June 2005 - August 2005
Self-Employed - eBay   January 2000 - March 2005

Skills
Access, Microsoft Excel, PowerPoint, Bloomberg, Outlook, Capital IQ, Morningstar, Minitab, Data Analysis, Financial Analysis, Financial Modeling, Research, Public Speaking, Business Development, Microsoft Word, Lindo, LexisNexis, Real Estate, Real Estate Investor, Microsoft Office, Marketing, Sales, Program Management, Finance, CRM, Investment Properties

Education
University of Redlands   2008 — 2010
Master of Business Administration (MBA), Finance, 3.78 GPA

University of California, Riverside   2004 — 2006
Bachelor's of Science in Business Administration, Finance

Murrieta Valley High School   1998 — 2001

Colby Ellis Colby Ellis Los Angeles, California Details
Colby Ellis's UBS Wealth Management Experience June 2015 - Present
Job Wealth Managment Intern at UBS
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
Sigma Phi Epsilon  December 2014 - Present
UCLA  February 2014 - December 2014
SoulCycle  July 2014 - September 2014
GIA Partners LLC   June 2014 - September 2014
The Apawamis Club  June 2013 - June 2014
Camp Dudley YMCA  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Research, Customer Service, Facebook, Social Media, Public Speaking, Teamwork, Social Networking, Time Management, Fundraising, Event Planning

Education
University of California, Los Angeles   2013 — 2017
Bachelor of Arts (B.A.), Economics

Rye High School   2009 — 2013
High School Diploma

Patricia Mooney Patricia Mooney San Francisco Bay Area Details
Patricia Mooney's UBS Wealth Management Experience July 2015 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
Fisher Investments  July 2014 - June 2015
UC Berkeley  June 2013 - August 2013
Sage Mentorship Project  August 2011 - December 2012
Corporation for National and Community Service  June 2012 - August 2012
Alpha Delta Pi Sorority  January 2011 - January 2012
Mountain Camp  June 2011 - August 2011

Skills
Teamwork, Cpr Certified, Microsoft Word, PowerPoint, Photoshop, English, Public Speaking, Microsoft Office, Microsoft Excel, Social Media

Education
University of California, Berkeley   2010 — 2014
Bachelor's degree, Cognitive Science and English Language

Mission College Preparatory Catholic High School   2006 — 2010
High School Diploma

Paul Vega Paul Vega Irvine, California Details
Paul Vega's UBS Wealth Management Experience February 2012 - June 2012
Job Staff Accountant at Anyone Home Inc | Investor | CFA Candidate
Industry Financial Services
Experience
Anyone Home Inc  March 2015 - Present
Irvine Company  April 2014 - March 2015
Healthcare Real Estate Group   December 2012 - February 2014
UBS Wealth Management   February 2012 - June 2012
Harvey & Company LLC  December 2011 - January 2012

Skills
Customer Service, Finance, Microsoft Office, Marketing, Investments, Leadership, Microsoft Excel, Personal Finance, Sales, Economics, Bookkeeping, Real Estate, Data Analysis, Research, CRM, Salesforce.com, Financial Reporting, Stocks, Equities, Market Research, Stock Market, Stock Trading

Education
Coursera
Business Foundations

University of California, Irvine   2008 — 2012
Economics, Spanish

La Quinta High School   2004 — 2008
International Baccalaureate

David Sztrom David Sztrom San Diego, California Details
David Sztrom's UBS Wealth Management Experience August 2012 - January 2013
Job Student at University of Arizona
Industry Financial Services
Experience
UBS Wealth Management   August 2012 - January 2013

Skills
Works well in a team, Always On Time, Eye for Details

Education
University of Arizona   2013 — 2015

Patrick B. Martinez Patrick B. Martinez Cincinnati Area Details
Patrick B. Martinez's UBS Wealth Management Experience May 2009 - May 2010
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  May 2010 - Present
UBS Wealth Management   May 2009 - May 2010
Hallmark Title Agency   June 2006 - May 2009
University of Dayton  January 2006 - May 2008

Skills
Financial Planning, Wealth Management, Financial Advisory, Investment Management, Retirement Planning, Insurance Planning, College Education..., Tax Planning, Estate Planning, Asset Management, Mutual Funds

Education
University of Dayton

Universität Augsburg

Sean McCurdy, AWMA® Sean McCurdy, AWMA® Greater New York City Area Details
Sean McCurdy, AWMA®'s UBS Wealth Management Experience July 2014 - May 2015
Job Managing Director, Intelligence Council at Rivel Research Group
Industry Market Research
Experience
Rivel Research Group  May 2015 - Present
UBS Wealth Management   July 2014 - May 2015
Rivel Research Group  October 2013 - June 2014
Central Connecticut State University  September 2011 - May 2013
Texas Tech University  June 2010 - May 2011

Education
The College of William and Mary   2007 — 2010
Bachelor of Arts (BA)

University of Arkansas at Fayetteville   2005 — 2007

Owen Rice Owen Rice Greater New York City Area Details
Owen Rice's UBS Wealth Management Experience June 2012 - August 2012
Job Trade Support Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc.  July 2013 - Present
First Eagle Investment Management  December 2012 - January 2013
UBS Wealth Management   June 2012 - August 2012

Education
State University of New York at Albany   2009 — 2013
Bachelor of Science, Finance/Management, 3.6

Martin McClure Martin McClure Minneapolis, Minnesota Details
Martin McClure's UBS Wealth Management Experience May 2015 - June 2015
Job Investment Operations Intern at BMO Global Asset Management
Industry
Experience
BMO Global Asset Management  June 2015 - Present
UBS Wealth Management   May 2015 - June 2015
University of Minnesota McNamara Academic Center   September 2014 - December 2014
North Star Museum of Boy Scouting and Girl Scouting   June 2014 - August 2014
University of Minnesota Senate Office   September 2013 - May 2014
DuPage National Bank  June 2013 - August 2013
Footprint Retail Services  June 2012 - August 2012

Skills
Data Entry, Economics, Office Management, Statistics, Filing, Data Analysis, Microsoft Office, Time Management, Teamwork, Microsoft Excel, Public Speaking

Education
University of Minnesota-Twin Cities   2012 — 2016
Bachelor of Science (B.S.), Economics

University College Dublin   2015 — 2015
Study Abroad

St. Ignatius College Prep   2008 — 2012

Huston Stewart, AAMS®, CRPC® Huston Stewart, AAMS®, CRPC® Atlanta, Georgia Details
Huston Stewart, AAMS®, CRPC®'s UBS Wealth Management Experience August 2002 - February 2005
Job Senior Vice President, Southeast Regional Sales Director at NorthCoast Asset Management
Industry Financial Services
Experience
NorthCoast Asset Management  March 2014 - Present
RidgeWorth Investments  November 2012 - February 2014
OppenheimerFunds  November 2008 - October 2012
J.P. Morgan   February 2005 - November 2008
UBS Wealth Management   August 2002 - February 2005
Opal Financial Group  September 2001 - August 2002

Skills
Series 7, series 66, Accredited Asset..., Chartered Retirement..., Mutual Funds, Financial Advisory, Fixed Income, Sales, Business Development, Separately Managed..., Investments, Financial Services, Series 63, Financial Analysis, Equities, Asset Management, Retirement

Education
University of Alabama   1995 — 2000
B.A, Advertising

The Bolles School   1989 — 1995

Haythem Abid Haythem Abid Greater Los Angeles Area Details
Haythem Abid's UBS Wealth Management Experience October 2010 - April 2011
Job Professional Tennis Player
Industry Sports
Experience
Weil Tennis Academy   August 2011 - Present
UBS Wealth Management   October 2010 - April 2011
UCLA Athletics  January 2006 - June 2010

Skills
Sports, Microsoft Office, Social Media, Customer Service, Economics

Education
UCLA   2006 — 2010
Bachelor of Arts (B.A.), Economics

University of California, Los Angeles (UCLA) 2006 - 2010
Economics

Michael Shatto Michael Shatto Greater Chicago Area Details
Michael Shatto's UBS Wealth Management Experience January 2005 - January 2006
Job Senior Consultant at West Monroe Partners
Industry Management Consulting
Experience
West Monroe Partners  October 2014 - Present
Cumberland Consulting Group  December 2008 - July 2014
Williams-Sonoma  June 2007 - September 2007
BigCityChefs.com Inc   January 2006 - April 2007
UBS Wealth Management   January 2005 - January 2006

Skills
Leadership, Requirements Analysis, Management, Project Management, Management Consulting, Business Analysis, Change Management, Business Process, Business Process..., Training, Program Management, Strategy, Strategic Planning, Business Strategy, Market Research, Business Intelligence, Mergers & Acquisitions, Carve-outs

Education
University of California, Berkeley
Bachelors, Environmental Economics, City and Regional Planning

Vanderbilt University - Owen Graduate School of Management
Accelerator Business Institute

Sean Stack Sean Stack New York, New York Details
Sean Stack's UBS Wealth Management Experience September 2013 - April 2014
Job Senior Account Representative at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   April 2014 - Present
UBS Wealth Management   September 2013 - April 2014
Regeneron Pharmaceuticals  May 2012 - August 2012
University at Buffalo  September 2011 - July 2012
Chipotle Mexican Grill  January 2010 - January 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, Time Management, Teamwork, Team Management, Financial Analysis, Customer Service, Customer Satisfaction, Microsoft Office, Social Networking, Training, Data Analysis, Data Entry

Education
State University of New York at Buffalo   2009 — 2013
Bachelor of Science, Business Administration, 3.59/4.00

Lindsey Wall Lindsey Wall San Francisco Bay Area Details
Lindsey Wall's UBS Wealth Management Experience January 2007 - July 2007
Job Product Manager, Commerce at Strava, Inc.
Industry Internet
Experience
Strava, Inc.   October 2013 - Present
Google  January 2011 - September 2013
Google Australia/New Zealand   October 2009 - January 2011
Google  August 2007 - September 2009
UBS Wealth Management   January 2007 - July 2007
Game Ready  January 2006 - August 2006
United States House of Representatives  June 2005 - September 2005

Education
University of California, Berkeley
International Political Economy

Anita Webster-Smith Anita Webster-Smith Greater New York City Area Details
Anita Webster-Smith's UBS Wealth Management Experience April 2013 - May 2014
Job Project Manager│Snr Account Manager│ Digital│Print│Broadcast
Industry Marketing and Advertising
Experience
UBS Wealth Management   April 2013 - May 2014
Symantec  August 2011 - September 2011
Universal Pictures  April 2009 - February 2011
ASB Bank  August 2006 - October 2008
Eon Productions Ltd   June 2004 - April 2006

Skills
Email Marketing, Marketing Communications, Website Management, Social Media, Website Development, Mobile Marketing, Database Management, Media Strategy, Digital Marketing, Campaign Management, Publicity, Integrated Marketing, Social Media Marketing, Online Marketing, SEO, Facebook, Marketing Strategy, SEM, Advertising, Account Management, Digital Media, Digital Strategy, Social Networking, Online Advertising, Sponsorship, Budget Management, Customer Relations, Product Marketing, Entertainment, Film, Stakeholder Management, Content Strategy, Marketing, Customer Service, Press Releases, New Media, Television, Media Planning

Education
University of Auckland   2000 — 2003
Bachelor, Marketing & Psychology

Arthur Iinuma Arthur Iinuma Greater Los Angeles Area Details
Arthur Iinuma's UBS Wealth Management Experience August 2006 - June 2007
Job Chief Operating Officer and Head of SEO & Production at ISBX
Industry Information Technology and Services
Experience
ISBX Corporation   September 2009 - Present
Asia Plywood Company   May 2009 - Present
Iinuma Capital Partners, LLC   May 2009 - October 2010
Asia Green Development Sdn. Bhd.   August 2007 - December 2008
UBS Wealth Management   August 2006 - June 2007
Morgan Stanley  November 2003 - June 2006
Primerica Financial Services  August 2003 - November 2003

Skills
Private Equity, Market Research, Project Management, Investments, Business Development, Management, Strategy, Portfolio Management, Management Consulting, Sales, SEO, Start-ups, Real Estate, Finance, Account Management, Entrepreneurship, E-commerce, Competitive Analysis, Marketing, Marketing Strategy

Education
University of California, Riverside   1999 — 2003
B.S., Biology

Charlie Barry Charlie Barry Greater Atlanta Area Details
Charlie Barry's UBS Wealth Management Experience August 2006 - August 2007
Job Trial Attorney at The Law Office of James C. McLaughlin
Industry Law Practice
Experience
Liberty Mutual Insurance  June 2015 - Present
Law Office of John Foy   April 2014 - May 2015
Cruser & Mitchell, LLP   February 2012 - April 2014
Gary Christy Memorial Trial Skills Clinc   2013 - 2013
Krause & Witcher LLC   September 2011 - February 2012
The Law Office of Chuck Barry, LLC   January 2011 - February 2012
DeKalb County District Attorney's Office  June 2011 - October 2011
Shafritz & Dean, LLC - Attorneys at Law   October 2010 - June 2011
MARC International   January 2007 - August 2007
UBS Wealth Management   August 2006 - August 2007

Skills
Estate Planning, Uniform Combined State..., Legal Research, Sales, Alternative Investments, Public Speaking, Strategic Planning, Hedge Funds, Legal Writing, Civil Litigation, Trials, Litigation, Personal Injury, Pleadings, Mediation, Courts, Trial Practice, Torts, Public Liability, Criminal Law, Appeals

Education
John Marshall Law School - Atlanta   2007 — 2010
J.D., Business and Commercial Law

University of Alabama   2002 — 2006
B.A., Public Relations, Computer Science

Centennial High School   1999 — 2002
HSD

Milton

Benjamin Hohl Benjamin Hohl Greater Los Angeles Area Details
Benjamin Hohl's UBS Wealth Management Experience June 2010 - August 2010
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2012 - Present
Circolo Canottieri Napoli   November 2011 - June 2012
USA Water Polo  January 2008 - January 2012
Goldman Sachs  June 2011 - August 2011
UCLA Water Polo Team   August 2007 - June 2011
UBS Wealth Management   June 2010 - August 2010
Hearn Quality Appraisal   June 2009 - August 2009
South Peninsula Water Polo Team   June 2007 - August 2007

Education
University of California, Los Angeles   2007 — 2011
BA, Business Economics and Accounting

Menlo School   2003 — 2007

Richard Zhang Richard Zhang San Francisco Bay Area Details
Richard Zhang's UBS Wealth Management Experience February 2011 - May 2011
Job Portfolio Analyst at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital  December 2014 - Present
Dimensional Fund Advisors  April 2014 - December 2014
Mellon Capital  June 2013 - August 2013
Goldman Sachs  June 2012 - August 2012
LinkedIn  March 2012 - June 2012
UBS Wealth Management   February 2011 - May 2011

Skills
Java, SQL, XML, MySQL, Bloomberg, Microsoft SQL Server, VBA, Python, C#, Investment Management, Matlab, Portfolio Management, Quantitative Investing

Education
University of California, Berkeley   2009 — 2013
Bachelor of Arts (BA), Computer Science

Andy Greenspan Andy Greenspan New York, New York Details
Andy Greenspan's UBS Wealth Management Experience June 2015 - Present
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
Sentinel Benefits & Financial Group  June 2013 - June 2015
Henry Schein Inc  May 2011 - August 2011
Schloss & Co   November 2007 - August 2010

Skills
Series 7, Series 66, Portfolio Management, Investments, Finance, Retirement Planning, Strategic Financial..., Retirement, Investment Management, Sales, Accounting, Financial Planning, Microsoft Office

Education
State University of New York at Buffalo   2009 — 2013
Bachelor's degree, Finance, General

Arielle Green Arielle Green New York, New York Details
Arielle Green's UBS Wealth Management Experience August 2011 - December 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  August 2012 - Present
UBS Wealth Management   August 2011 - December 2011
Corporate Counseling Associates  January 2011 - February 2011
DIRECTV Latin America  May 2010 - August 2010

Skills
Organizational..., Spanish, Teamwork, Market Research, Management, Strategy, Business Strategy, Human Capital Management, Leadership Development, Communication skills, CRM, Recruiting, Strategic Planning, Change Management, International Relations, Personnel Management, Training, Technology Adoption, Microsoft Office, PowerPoint, Business Process Design, Business Requirements

Education
Vanderbilt University   2008 — 2012
Bachelor of Science, Cum Laude, Dean's List, Majors: Human and Organizational Development, Spanish; Minor: Medicine, Health and Society

Universidad de Buenos Aires / UBA   2011 — 2011
Bachelor of Science, Business, International Affairs, Spanish

Michelle P. Tate Michelle P. Tate Philadelphia, Pennsylvania Details
Michelle P. Tate's UBS Wealth Management Experience 2001 - 2003
Job Vice President and Relationship Strategist at Hawthorn
Industry Financial Services
Experience
Hawthon, PNC Family Wealth®   2013 - Present
BNY Mellon Wealth Management  2006 - November 2013
BNY Mellon Private Wealth Management  2003 - 2006
UBS Wealth Management   2001 - 2003
ChannelPoint  1999 - 2000
Xybernet, Inc.   1996 - 1999

Skills
Investment Management, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Asset Allocation, Estate Planning, Financial Services, Equities, Certified Financial..., Banking, Mutual Funds, Investments, Wealth, Alternative Investments, Investment Advisory, Investment Banking, Private Banking, CRM, Executive Presentations, Series 7, International Account...

Education
University of Alabama
Bachelor of Arts (B.A.)

Justin T. Steers Justin T. Steers Atlanta, Georgia Details
Justin T. Steers's UBS Wealth Management Experience February 2009 - March 2012
Job Asst. Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management  June 2014 - Present
UBS Private Wealth Management  April 2012 - Present
UBS Wealth Management   February 2009 - March 2012
UBS Wealth Management   January 2008 - January 2009

Education
UCLA   1989 — 1992
Bachelor of Arts (BA), Political Science and Government

Henry M. Gunn Sr. High School

Tracy Entin Tracy Entin Greater New York City Area Details
Tracy Entin's UBS Wealth Management Experience March 2005 - April 2009
Job Senior Recruiter at Edward Jones
Industry Staffing and Recruiting
Experience
Edward Jones  November 2012 - Present
UBS Wealth Management   March 2005 - April 2009
Standard & Poor's   2004 - 2004
Darden School of Business  2002 - 2004
The Boston Consulting Group  June 1997 - July 2002

Skills
Talent Acquisition, Recruiting, Interviews, Human Resources, Leadership, Onboarding, Employee Relations, Sourcing, Talent Management, Applicant Tracking..., Coaching, Training, College Recruiting, Internet Recruiting, Executive Search, Technical Recruiting

Education
State University of New York at Albany   1993 — 1996
BA, Psychology, Summa Cum Laude

Shawn Calka Shawn Calka Greater New York City Area Details
Shawn Calka's UBS Wealth Management Experience March 2009 - August 2011
Job Financial Services Professional Performance/Attribution/Risk/Reporting
Industry Financial Services
Experience
BlackRock  May 2013 - December 2014
JPMorgan Chase  January 2013 - April 2013
UBS Wealth Management   March 2009 - August 2011
Neuberger Berman  June 2006 - March 2009

Skills
Asset Managment, Trading, Fixed Income, Investments, Portfolio Management, Hedge Funds, Asset Management, Equities, Bloomberg, Business Development, Derivatives, Alternative Investments, Analysis, Mutual Funds

Education
SUNY at Buffalo   1996 — 2001
Bachelor of Arts (B.A.), Economics

Alex Darrow Alex Darrow San Francisco Bay Area Details
Alex Darrow's UBS Wealth Management Experience August 2012 - May 2014
Job Student at UC Berkeley
Industry Financial Services
Experience
UC Berkeley  August 2011 - Present
PictureTheWorld   February 2010 - Present
AGC Partners  June 2014 - August 2014
UBS Wealth Management   August 2012 - May 2014
Higher Circle   June 2013 - November 2013
Enigma Solutions, Inc.   March 2011 - June 2013
CPA Corporation   June 2012 - August 2012

Skills
Business Development, Start-ups, Mobile Applications, NFC, Mobile Commerce, Mobile Payments, Mobile Internet, Investment Banking, Corporate Finance, Corporate Development, Public Relations, Brand Development, Market Research, Mergers & Acquisitions, Entrepreneurship

Education
University of California, Berkeley   2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General

Placer High School   2008 — 2011
High School

Phillips Academy Andover   2008 — 2008

Jesuit High School   2007 — 2008

Ian Herbert Ian Herbert Berkeley, California Details
Ian Herbert's UBS Wealth Management Experience May 2011 - June 2011
Job Software Engineer at Gridstore
Industry Computer Software
Experience
Gridstore  May 2014 - Present
Haas School of Business  September 2011 - May 2014
Boeing  May 2013 - August 2013
Waypoint Homes  May 2012 - April 2013
UBS Wealth Management   May 2011 - June 2011
The Watanabe Law Firm, LLC   June 2008 - June 2011
Drobo, Inc.   December 2010 - January 2011

Skills
Matlab, Java, Microsoft Office, Databases, HTML, Research, C++, Force.com, JavaScript, CSS, Solidworks, jQuery, Salesforce.com, AutoCAD, jQuery Mobile, C#, .NET, Node.js, AngularJS

Education
University of California, Berkeley   2010 — 2014
Bachelor of Science (BS), Bachelor of Arts (BA), Industrial Engineering and Operations Research, Economics

Monte Vista High School   2007 — 2010

David W. Anderson David W. Anderson Cleveland/Akron, Ohio Area Details
David W. Anderson's UBS Wealth Management Experience September 2008 - October 2010
Job Corporate Bank Business Controls Group Manager at KeyBank
Industry Financial Services
Experience
KeyBank  October 2014 - Present
KeyBank  September 2013 - October 2014
Cedar Brook Financial Partners  June 2012 - September 2013
ValMark Securities  June 2011 - June 2012
STG, Inc. Contractor for US Department of Health & Human Services   October 2010 - June 2011
UBS Wealth Management   September 2008 - October 2010
Lumen Legal  May 2008 - September 2008

Skills
Compliance, Microsoft Office, Research, Excel, Risk Management, Legal Research, Budgeting, Process Improvement, Analysis, Business Analysis, Problem Solving, Microsoft Excel, Government, Program Management, Budgets, Finance, Insurance, Financial Analysis, Investments, Financial Risk, Securities, Corporate Finance, Mutual Funds, Financial Services

Education
University of California, Los Angeles - School of Law   2002 — 2007
J.D., Business Law and Policy

University of Florida   1998 — 2002
BSBA, Business Management

Rick Reinsberg Rick Reinsberg San Francisco Bay Area Details
Rick Reinsberg's UBS Wealth Management Experience 2006 - 2007
Job Senior Estimator at Romak Iron Works
Industry Construction
Experience
Romak Iron Works   May 2012 - Present
Olson & Co Steel   2007 - 2012
UBS Wealth Management   2006 - 2007

Skills
Project Estimation, Construction, Subcontracting, Pre-construction, Value Engineering, Contract Management, Steel, Change Orders

Education
University of California, Berkeley   1990 — 1995
BA, Legal Studies

Heather Moss Heather Moss Boca Raton, Florida Details
Heather Moss's UBS Wealth Management Experience 1998 - 2004
Job Attorney / Compliance ELearning Consultant
Industry Financial Services
Experience
Consultant  February 2012 - Present
Lehman Brothers  2004 - 2009
UBS Wealth Management   1998 - 2004
Fischbein•Badillo•Wagner•Harding   1997 - 1998

Skills
Program Management, Securities, Training, Policy, Series 7

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

University at Albany, SUNY   1987 — 1991
BS, Business Administration

Hauppauge High School   1983 — 1987

Brian Cristol Brian Cristol San Francisco Bay Area Details
Brian Cristol's UBS Wealth Management Experience March 2008 - May 2009
Job Sales Executive at CheckMate.io
Industry Computer Software
Experience
CheckMate.io  April 2015 - Present
J.P. Morgan   November 2009 - April 2015
Capital Asset Exchange & Trading, LLC   April 2012 - January 2013
UBS Wealth Management   March 2008 - May 2009
City National Bank  August 2006 - February 2008

Skills
Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Equities, Capital Markets, Trading, Private Equity, Bloomberg, Brokerage, Credit Analysis, New Business Development, Semiconductors, Asset Managment, Private Banking, Private Wealth..., Business Development, Credit Derivatives, Equity Derivatives, Trade Execution, Financial Analysis, Real Estate Investment, FX trading, FX Hedging, Excel, Thomson One, Reuters, Semiconductor Equipment, Semiconductor..., Sales, Sales Operations, Semiconductor Industry, Sales Management, Wealth Management..., Microsoft Excel, Investment Strategies, Asset Allocation

Education
University of California, Berkeley   2003 — 2006
Bachelor's Degree

Connie Thompson Connie Thompson Greater New York City Area Details
Connie Thompson's UBS Wealth Management Experience February 2015 - April 2015
Job Senior Communications Specialist
Industry Writing and Editing
Experience
Prudential Financial  April 2015 - Present
UBS Wealth Management   February 2015 - April 2015
A.M. Best Company   October 2014 - December 2014
Prudential Financial  September 2013 - September 2014
Classified Intelligence   June 2007 - May 2008
Dow Jones Newswires  June 1992 - June 2000
Italtel  1990 - 1991
The Commercial Appeal  1985 - 1990
The Laredo News   1985 - 1985

Skills
Italian, French, Copy Editing, English, Proofreading, Foreign Languages, Multilingual, Newspapers, Business Journalism, Editorial, Breaking News, Journalism, Copywriting, Blogging, Problem Solving, Project Management, Marketing Communications, Writing, Editing, Publishing

Education
Rhodes College   1979 — 1984
B.A., English

Université Paris-Sorbonne   1982 — 1983
Certification, French Language and Literature

Briarcrest Christian School   1975 — 1979

Sok Cordell Sok Cordell Portland, Oregon Area Details
Sok Cordell's UBS Wealth Management Experience November 1999 - April 2002
Job Sr. Managing Director
Industry Financial Services
Experience
CH Capital Partners, LLC   January 2006 - Present
Wachovia Securities, LLC  April 2002 - December 2006
UBS Wealth Management   November 1999 - April 2002
Smith Barney  March 1995 - October 1999

Skills
Wealth Advisory, Commercial Underwriter, Investment Banker, Investment Advisory, Loans, Financial Structuring, Portfolio Management, Finance, Private Banking, Residential Mortgages, Management Consulting, Investments, Loan Origination, Wealth, Estate Planning, Commercial Real Estate, Financial Services, Small Business, Investment Strategies, Banking, Wealth Management, Fixed Income, Structured Finance, Mortgage Lending, Strategic Financial..., Investment Management, Bonds, Financial Risk, Alternative Investments

Education
University of Alaska Anchorage   1986 — 2004
BS, Math

Saint John's Prep School   1985 — 1986
High School

hickam elementary   1976 — 1979
Elementary School

Joseph Paik Joseph Paik Greater New York City Area Details
Joseph Paik's UBS Wealth Management Experience June 2009 - December 2013
Job Licensed Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2014 - Present
Wells Fargo Advisors  September 2014 - Present
UBS Wealth Management   June 2009 - December 2013
Merrill Lynch  March 2000 - June 2009
CCS International Ltd.   August 1998 - March 2000

Skills
Financial Services, Relationship Management, Portfolio Administration, High Frequency Trading, Profit & Loss Analysis, Staff Development, Staff Management, Due Diligence, AML, KYC

Education
University at Buffalo   1994 — 1998

Bryan Junus Bryan Junus Greater Los Angeles Area Details
Bryan Junus's UBS Wealth Management Experience June 2011 - August 2011
Job CFA level 2 candidate
Industry Financial Services
Experience
Patient Home Monitoring  December 2014 - January 2015
WellPoint  October 2014 - December 2014
AXA Advisors  December 2012 - June 2014
SagePoint Financial  October 2011 - December 2011
UBS Wealth Management   June 2011 - August 2011
International Financial & Insurance Services, Inc   May 2011 - August 2011

Skills
Marketing, Social Networking, Research, Analysis, Market Research, Leadership, Access, Event Planning, Data Analysis, Teamwork, Portfolio Management, SPSS, Public Speaking, Finance, Financial Analysis

Education
UC San Diego   2010 — 2012
Bachelor of Science, Management Science

UC Riverside   2008 — 2010
Business Administration

Davina Jackson Davina Jackson Greater New York City Area Details
Davina Jackson's UBS Wealth Management Experience October 1999 - December 2008
Job Business Support Lead/Executive Assistant at Clear Channel Media & Entertainment
Industry Marketing and Advertising
Experience
iHeartMedia  December 2009 - Present
UBS Wealth Management   October 1999 - December 2008

Skills
Event Planning, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Calendaring, Internet Recruiting, Social Media, Travel Arrangements, Social Media Blogging, Expenses, Project Management, Hiring, Interviews, Facebook, Salesforce.com, Advertising

Education
University of California, Berkeley
B.A., Anthropology

Jenny Bradford Jenny Bradford Little Rock, Arkansas Area Details
Jenny Bradford's UBS Wealth Management Experience August 1998 - November 2001
Job Director Risk Management at CHI St. Vincent
Industry Insurance
Experience
CHI St. Vincent  September 2014 - Present
Regions Insurance  June 2006 - April 2013
Regions Financial Corporation  June 2003 - June 2006
Bank of the Ozarks  November 2001 - June 2003
UBS Wealth Management   August 1998 - November 2001

Skills
Insurance, Underwriting, Employment Practices..., Financial Services, Professional Liability, Litigation, Liability, Management, Cyber Liability, Business Development, Liability Analysis, Financial Risk, Finance, Claim, Employee Benefits, Leadership, Property & Casualty..., Brokers, Commercial Insurance, Commercial Lines, General Insurance, D&O, Claims Management, Strategic Financial..., Health Insurance, Life Insurance, Legal Liability, Risk Management

Education
University of Arkansas at Little Rock   1994 — 1997
JD, Law

University of Arkansas at Fayetteville   1988 — 1992
BA, Journalism & Political Science

Michael Oliveira, PMP Michael Oliveira, PMP Greater New York City Area Details
Michael Oliveira, PMP's UBS Wealth Management Experience February 2007 - June 2011
Job Executive IT and Program Management Financial Services Professional
Industry Financial Services
Experience
Broadridge Financial Solutions  July 2014 - Present
Broadridge  February 2012 - January 2014
UBS Wealth Management   February 2007 - June 2011
Alliance Bernstein  April 1999 - February 2007
Bankers Trust  November 1995 - March 1999
Prudential Securities  1988 - 1995

Skills
CRM, Strategy, Program Management, Management, Databases, Data Warehousing, Project Management, Fixed Income, Leadership, Portfolio Management, Oracle, Equities, Derivatives, Asset Allocation, Business Analysis, Sybase, Financial Services, SDLC, Unix, Securities Lending, Trading, Strategic Planning, Corporate Actions, Offshoring, Vendor Management, DB2, Financial Risk, Pricing Analysis, Infrastructure...

Education
SUNY Albany   1983 — 1986
BS, Management Information Systems

State University of New York at Albany   1983 — 1986
Bachelor of Science (B.S.), Management Information Systems, General

Clinton F. (Chip) Ivins Clinton F. (Chip) Ivins Buffalo, New York Details
Clinton F. (Chip) Ivins's UBS Wealth Management Experience January 2006 - April 2012
Job Experienced Financial Professional
Industry Financial Services
Experience
Engineered Facility Solutions, Inc   February 2012 - May 2012
UBS Wealth Management   January 2006 - April 2012
Mead Supply Inc.   1982 - 2002

Skills
Retirement Planning, Strategic Financial..., Investments, Leadership Development, Financial Analysis, Wealth Management, Public Speaking, Mutual Funds, Series 7, Portfolio Management, Asset Allocation, Strategic Planning

Education
University at Buffalo   2003 — 2005
MBA, Finance

University of Vermont   1975 — 1979
B.S., Forestry

Nichols School   1967 — 1975

Humberto Velez Humberto Velez Greater New York City Area Details
Humberto Velez's UBS Wealth Management Experience October 2008 - April 2009
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2014 - Present
JPMorgan Chase  November 2012 - October 2013
JP Morgan Chase  April 2011 - October 2012
Fidelity Investments  December 2010 - April 2011
Fidelity Investments  January 2010 - May 2010
UBS Wealth Management   October 2008 - April 2009
TD Waterhouse  December 2004 - July 2007

Skills
Wall Street Concepts, ADP Brokerage Operating..., Micro Bank, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Tax Returns, Tax Reporting, Cost Basis Reporting, Asset Management, Facilities Management, 1099 Preparation, Investment Banking

Education
University at Albany, SUNY   1996 — 2000
Bachelor of Arts, Criminal Justice

Kale Lau Kale Lau Greater New York City Area Details
Kale Lau's UBS Wealth Management Experience December 2010 - March 2011
Job SelfEmployed
Industry Wholesale
Experience
Kalisimo LLC   February 2013 - Present
UBS Wealth Management   December 2010 - March 2011
UBS Wealth Management   December 2009 - March 2010
Citi  August 2008 - August 2009
Bank of New York Mellon  November 2007 - August 2008

Skills
Tax, Due Diligence, Credit, Loans, Credit Analysis, Underwriting, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Corporate Finance, Equities, Hedge Funds, Capital Markets, Investments, Risk Management, Asset Management

Education
State University of New York at Buffalo   2003 — 2007
MA/BA

University of Cambridge   2008 — 2009
Certificate from University of Cambridge International Examinations

Christian Manisck Christian Manisck Houston, Texas Details
Christian Manisck's UBS Wealth Management Experience June 2014 - October 2014
Job Analyst at Crutchfield Capital
Industry Financial Services
Experience
Crutchfield Capital   August 2015 - Present
MBA JumpStart  August 2015 - August 2015
Memorial Hermann Health System  June 2015 - August 2015
Sponsors for Educational Opportunity  May 2015 - August 2015
UBS Wealth Management   June 2014 - October 2014
FastPay  September 2013 - June 2014
WSP Flack + Kurtz  October 2012 - November 2012

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

Education
University of Houston   2015 — 2016
Bachelor of Business Administration (B.B.A.), Finance, 4.0

University of California, Los Angeles   2012 — 2014

Sylvia Yu Sylvia Yu San Francisco, California Details
Sylvia Yu's UBS Wealth Management Experience June 2015 - Present
Job Summer Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
CME Group  January 2015 - March 2015
River City Bank  July 2014 - December 2014
Financial Women of San Francisco   August 2014 - October 2014
Deloitte  July 2014 - July 2014
UC Davis  July 2013 - June 2014
UC Davis  June 2013 - October 2013

Skills
Leadership, Accounting, Budgets, Economics, Analysis, Data Analysis, Finance, Entrepreneurship, Time Management, Financial Modeling, Community Outreach, Event Planning, Social Media, Statistics

Education
University of California, Davis   2012 — 2016
Bachelor of Science (BS), Managerial Economics; Minor in Statistics and Music

Hunter Moore Hunter Moore Los Angeles, California Details
Hunter Moore's UBS Wealth Management Experience July 2015 - Present
Job Wealth Strategist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2015 - Present
Market Capital Management, Inc.   June 2014 - Present
UCLA Club Sports   2014 - Present
Sigma Alpha Epsilon Fraternity  September 2013 - June 2014
Rockstar Energy Drink  September 2012 - June 2014
Qualcomm  June 2012 - September 2012

Skills
Finance, Marketing, Economics, Social Media Marketing, Management, Social Networking, Customer Service, Leadership, Microsoft Office, Research, Microsoft Excel, PowerPoint, Social Media

Education
University of California, Los Angeles   2011 — 2015
Bachelor of Arts (BA), Economics

Thomas Cornelius Thomas Cornelius New York, New York Details
Thomas Cornelius's UBS Wealth Management Experience June 2010 - September 2010
Job Associate at CCMP Capital
Industry Venture Capital & Private Equity
Experience
CCMP Capital  August 2015 - Present
Merrill Lynch  July 2013 - Present
Merrill Lynch  June 2012 - August 2012
Covert & Co.   July 2011 - March 2012
Interfraternity Council  November 2010 - January 2012
Churchill Management Group  October 2010 - June 2011
Sigma Phi Epsilon  January 2010 - December 2010
UBS Wealth Management   June 2010 - September 2010

Skills
Capital IQ, Financial Modeling

Education
University of California, Los Angeles   2009 — 2013
BA, Business Economics

Piedmont High School   2005 — 2009

Annie Shafran Annie Shafran Austin, Texas Details
Annie Shafran's UBS Wealth Management Experience August 2015 - Present
Job Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
Bernstein Private Wealth Management  September 2013 - July 2015
Karmalot   June 2013 - September 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Event Planning, Organization, Trends, Emerging Trends, Start-ups, Analysis, Management

Education
University of California, Berkeley   2010 — 2013
Bachelor of Arts (B.A.), Political Science, History

The Taft School   2006 — 2009
High School Diploma

Kurtis Lin Kurtis Lin San Francisco Bay Area Details
Kurtis Lin's UBS Wealth Management Experience September 2011 - January 2012
Job Sales Executive at Luxe
Industry Marketing and Advertising
Experience
Luxe  July 2015 - Present
Wi-MM Corporation   September 2012 - Present
Idean  September 2014 - June 2015
Sigma Alpha Epsilon Fraternity - UCLA   September 2012 - September 2013
Jet Edge International  June 2012 - October 2012
UBS Wealth Management   September 2011 - January 2012
Mosaic Sales Solutions  September 2011 - January 2012

Skills
Research, Social Media Marketing, Microsoft Excel, Business Development, Sales, New Business Development, Social Networking, Event Planning, Social Media, Public Speaking, Marketing, User Experience, Sales Management

Education
Bellarmine College Preparatory
High School Diploma, General Education (H.S.)

University of California, Los Angeles
Bachelor's Degree, Major: International Development Studies, Minor: Scandinavian Studies

Gregory Triplett Gregory Triplett Saint Louis, Missouri Details
Gregory Triplett's UBS Wealth Management Experience June 2014 - August 2014
Job Student at University of Alabama
Industry Public Relations and Communications
Experience
Capstone Agency  January 2013 - Present
UBS Wealth Management   June 2014 - August 2014
Salmon River Brewery   June 2013 - August 2013
TC handyman Landscaping   May 2008 - August 2012

Skills
Brewing, Customer Service, Event Planning, Leadership, Marketing, Social Media, Beer, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Relations, Public Speaking, Research, Social Networking

Education
University of Alabama   2012 — 2016

Daniel Jaffe Daniel Jaffe Los Angeles, California Details
Daniel Jaffe's UBS Wealth Management Experience February 2014 - May 2014
Job Investment Banking Summer Analyst at Hammond Hanlon Camp LLC
Industry Financial Services
Experience
Duff & Phelps  July 2015 - Present
Hammond Hanlon Camp LLC  June 2014 - August 2014
UBS Wealth Management   February 2014 - May 2014
Brighter Minds Tutoring  October 2012 - April 2014
Concord Music Group  September 2013 - December 2013
102.1 KPRi & KPRiFM.com   June 2013 - September 2013
SpiroFIT   November 2012 - June 2013

Skills
Microsoft Office, Research, PowerPoint, Social Media Marketing, Public Speaking, Microsoft Excel, Microsoft Word, Product Development

Education
UCLA   2011 — 2015
Business Economics & Political Science

Annie Wallace Scott Annie Wallace Scott San Francisco Bay Area Details
Annie Wallace Scott's UBS Wealth Management Experience May 2004 - August 2006
Job Senior Internal Auditor at Xoom Corporation
Industry Accounting
Experience
Xoom Corporation  August 2013 - Present
KPMG LLP  January 2007 - August 2013
KPMG Advisory  January 2007 - August 2013
UBS Wealth Management   May 2004 - August 2006

Skills
Healthcare, Bioscience, Sarbanes-Oxley, Internal Audit, Accounting, Financial Risk, Financial Services, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Auditing, Financial Accounting, Financial Analysis, Due Diligence, Risk Assessment, Audit Reports, IT Audit, Non-profits, SAS70, Compliance, ADP Payroll, Payroll, Fixed Assets, Income Tax, Commercial Banking, Human Resources, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visio, AutoC, Archer, Team Management, Global Management, TeamMate, Public Speaking, Training Delivery, Contract Management, Invoicing, Client Billing, SEC filings, External Audit, Enterprise Risk..., Mentoring, SEC Filings

Education
University of Southern California   2004 — 2006
Bachelors of Science, Accounting

University of California, Riverside   2002 — 2004
BS, Business

Cindy Lam Cindy Lam Greater Los Angeles Area Details
Cindy Lam's UBS Wealth Management Experience August 2011 - March 2012
Job
Industry Market Research
Experience
Disney ABC Television Group  February 2014 - June 2014
IMAX  September 2013 - December 2013
The Veloz Group  February 2013 - July 2013
UBS Wealth Management   August 2011 - March 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Marketing, Research, Event Planning, Social Networking, HTML, Film, Market Research, Public Speaking, Advertising, Data Analysis, Management, Film Production, Customer Service, Visual Effects, Teamwork, Leadership

Education
University of California, Los Angeles   2010 — 2014
Bachelor of Arts (B.A.), Sociology

Xi Qiao Xi Qiao San Francisco Bay Area Details
Xi Qiao's UBS Wealth Management Experience October 2015 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   October 2015 - Present

Education
University of California, Berkeley   2003 — 2006
Bachelor of Arts (B.A.), Political Science and Business Administration

Deepak Danavar, CFP®, CRPC® Deepak Danavar, CFP®, CRPC® Beverly Hills, California Details
Deepak Danavar, CFP®, CRPC®'s UBS Wealth Management Experience May 2015 - Present
Job Financial Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
Merrill Lynch  March 2011 - May 2015
Signostics   November 2009 - September 2010
St. Jude Medical  August 2008 - October 2009
Boston Scientific CRM  April 2006 - August 2008
Guidant Corporation  April 2005 - April 2006
Guidant  June 2003 - April 2005
Merck  June 2001 - June 2003

Skills
Finance, Retirement, Small Business, Wealth, Investments, Cross-functional Team..., Wealth Management..., Start-ups, Financial Analysis, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Entrepreneurship, Strategic Financial...

Education
University of Pennsylvania - The Wharton School
M.B.A.

University of California, Irvine
B.S., Biology

Helen Nguyen Helen Nguyen Los Angeles, California Details
Helen Nguyen's UBS Wealth Management Experience March 2012 - September 2012
Job Public Relations Intern at Giorgio Armani
Industry Events Services
Experience
Giorgio Armani  August 2014 - December 2014
Delta Sigma Pi  June 2014 - December 2014
Delta Sigma Pi  December 2013 - June 2014
Siemer & Associates  June 2013 - August 2013
De La Rosa & Co.   April 2013 - June 2013
UBS Wealth Management   March 2012 - September 2012
JCB Forensic Engineering Consultants   September 2011 - February 2012

Skills
Financial Analysis, Financial Modeling, Investments, Bloomberg Terminal, Microsoft Excel, Valuation, Microsoft Word, Market Analysis, PowerPoint, Corporate Finance, Economics, Data Analysis, Alternative Investments, Capital IQ, Investment Banking

Education
University of California, Los Angeles   2011 — 2015
Bachelor of Arts (B.A.), Business/Economics

Huntington Beach High School   2007 — 2011
Scholar with Distinction

Ross Gaskin Ross Gaskin Charlotte, North Carolina Details
Ross Gaskin's UBS Wealth Management Experience August 2011 - December 2013
Job Advisor Sales Associate with Horizon Investments
Industry Financial Services
Experience
Horizon Investments  January 2014 - July 2015
UBS Wealth Management   August 2011 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Salesforce.com

Education
University of Alabama   2006 — 2010
Bachelor of Science in Commerce and Business Administration, Finance, General

James Schiaffo James Schiaffo Wappingers Falls, New York Details
James Schiaffo's UBS Wealth Management Experience June 2013 - August 2013
Job Audit Intern at PwC
Industry Accounting
Experience
PwC  January 2015 - Present
PwC  June 2014 - August 2014
UBS Wealth Management   June 2013 - August 2013
PwC  May 2013 - May 2013
EisnerAmper LLP  January 2013 - January 2013
Cracker Barrel  June 2011 - August 2012
Allsport   April 2009 - September 2010

Skills
Leadership, Management, Accounting, Time Management, Research

Education
State University of New York at Albany   2010 — 2014
BS, Accounting and Business Administration, 3.69

Charlie Wheatley Charlie Wheatley Charlotte, North Carolina Details
Charlie Wheatley's UBS Wealth Management Experience June 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  September 2013 - Present
Founders Investment Banking  September 2012 - September 2013
UBS Wealth Management   June 2012 - August 2012
Phi Gamma Delta  January 2011 - January 2012
Sanitary Fish Market   May 2008 - August 2008

Education
University of Alabama   2008 — 2012
BS, Finance/Economics/Accounting

New York Institute of Finance   2009 — 2011
Professional Certificate of Capital Markets

Cimba Study Abroad Program   2010 — 2010

Charlotte Country Day School   1994 — 2008

Rui Huang Rui Huang Greater New York City Area Details
Rui Huang's UBS Wealth Management Experience September 2009 - December 2009
Job Tax Senior at Deloitte US
Industry Accounting
Experience
Deloitte  August 2015 - Present
PwC  July 2013 - July 2015
PwC  September 2011 - June 2013
RogersCasey  May 2010 - August 2011
PwC  January 2010 - April 2010
UBS Wealth Management   September 2009 - December 2009
PwC  January 2009 - June 2009
People's United Bank  July 2008 - December 2008

Skills
Tax, Strategic Financial..., Portfolio Management, Analysis, Management, Tax Returns, Expatriate Management, Credit, Customer Service, Financial Analysis, Team Management, Financial Modeling, Valuation, Financial Reporting, Accounting, Microsoft Office, Research

Education
University of Bridgeport   2005 — 2009
B.S.

University of Bridgeport   2005 — 2009
Bachelor of Science (B.S.)

Alex E. Santana Alex E. Santana New York, New York Details
Alex E. Santana's UBS Wealth Management Experience June 2010 - April 2012
Job J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A.   January 2015 - Present
Bloomingdale's  June 2014 - Present
Education Consortium   July 2014 - January 2015
New York Life Insurance Company  April 2013 - September 2013
UBS Wealth Management   June 2010 - April 2012
Cannon Sports Inc   May 2009 - August 2009
Ventana Vending   January 2008 - May 2009
Tactical Wealth Solutions   May 2008 - August 2008

Education
University of Arizona   2006 — 2010

University of Arizona, Eller College of Management   2006 — 2010
Bachelor of Science, Finance

Loyola High School of Los Angeles   2002 — 2006

Arlis Ortman Arlis Ortman Helena, Montana Details
Arlis Ortman's UBS Wealth Management Experience July 2007 - November 2008
Job Financial Advisor, CUSO Financial Services, L.P. at Rocky Mountain Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP at Rocky Mountain Credit Union   April 2014 - Present
Farmers Insurance  November 2013 - January 2014
Country Insurance & Financial Services  November 2008 - August 2013
UBS Wealth Management   July 2007 - November 2008
Chevrolet of South Anchorage   September 2004 - June 2007

Skills
Series 7, Series 63, Series 65

Education
University of Alaska Anchorage   2002 — 2004
n/a, Computer Electronics; Math

Whitefish High School   1996 — 1999

Aleksey Marchuk Aleksey Marchuk New York, New York Details
Aleksey Marchuk's UBS Wealth Management Experience September 2005 - December 2005
Job Associate Client Relationship Director at UBS
Industry Banking
Experience
UBS  April 2010 - Present
UBS Investment Bank  March 2007 - March 2010
UBS Wealth Management   September 2005 - December 2005
PricewaterhouseCoopers  January 2005 - May 2005

Skills
Financial Analysis, Wealth Management, Banking, Relationship Management, Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Credit Risk, Asset Managment, Investments, Corporate Finance, FX Options, Financial Markets

Education
NYU Stern School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Business Analytics, Supply Chain Management & Global Sourcing

University of Bridgeport   2002 — 2007
Bachelor of Science, Finance

James Lo James Lo San Francisco, California Details
James Lo's UBS Wealth Management Experience September 2007 - January 2008
Job Manager, Product Analytics at McKesson
Industry Financial Services
Experience
McKesson  November 2014 - Present
Accenture  August 2011 - November 2014
Holland America Line  July 2009 - August 2011
Rutgers University  August 2008 - July 2009
UBS Wealth Management   September 2007 - January 2008

Skills
Microsoft Excel, C++, Visual Basic, Microsoft Office, Equity Valuation, Financial Analysis, Financial Modeling, Java, SAS programming, Oracle R12 Financials, Technical Writing, Financial Accounting, Corporate Finance, Negotiation, Electrical Engineering, Data Analysis, Financial Reporting, Accounting, SAP, Strategic Financial..., Account Reconciliation, Finance, Forecasting, Business Analysis, VBA, Valuation, PowerPoint, Auditing, Budgets, QuickBooks, Pivot Tables, Visio, Tax, Financial Services, SharePoint, Sarbanes-Oxley Act, Analysis, General Ledger, Business Objects, Analytics

Education
University of Washington   2003 — 2008
BA, Finance & Electrical Engineering

University of California, Berkeley   2004 — 2004
Bachelor of Arts, Economics, Electrical Engineering

Steven Vieira Steven Vieira San Francisco, California Details
Steven Vieira's UBS Wealth Management Experience November 2007 - October 2009
Job Institutional Equity Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  2011 - Present
Angel City Pit Bulls   September 2012 - Present
Morgan Stanley Smith Barney  November 2009 - December 2010
UBS Wealth Management   November 2007 - October 2009
Chicago Bears  July 2007 - October 2007
Cincinnati Bengals  April 2005 - September 2006

Skills
Trading, Alternative Investments, Equities, Investments, Series 7, Securities, Small Cap Equities

Education
University of California, Los Angeles   2000 — 2004

David Justman David Justman Greater Los Angeles Area Details
David Justman's UBS Wealth Management Experience June 2015 - Present
Job Managing Director at UBS
Industry Investment Banking
Experience
UBS Wealth Management   June 2015 - Present

Skills
Hedge Funds, Investments, Investor Relations, Fixed Income, Securities, Portfolio Management, Real Estate, Equities, Marketing Strategy, Due Diligence, Valuation, Asset Managment, Strategic Partnerships, Alternative Investments, Bonds, Mergers, Capital Markets, Asset Management, Investment Management, Investment Banking, Venture Capital, Private Equity, Equity Research, Mergers & Acquisitions, Bloomberg, Series 7, Derivatives, Equity Trading, Electronic Trading

Education
University of California, Los Angeles

Abeer Ali Abeer Ali Greater Los Angeles Area Details
Abeer Ali's UBS Wealth Management Experience October 2011 - February 2012
Job Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting  July 2012 - Present
UBS Wealth Management   October 2011 - February 2012
UC Irvine  February 2009 - February 2012
Deloitte Consulting  June 2011 - August 2011

Skills
Data Analysis, SPSS, Microsoft Word, Microsoft Excel, PowerPoint, Management, Social Media, Microsoft Office, Customer Service, Public Speaking, Leadership, Analysis, Financial Analysis, Access, Management Consulting

Education
University of California, Irvine - The Paul Merage School of Business   2008 — 2012
Business Administration, General Management

University of California, Irvine - The Paul Merage School of Business
Business Administration and Management, General

Armen Abnous Armen Abnous San Francisco Bay Area Details
Armen Abnous's UBS Wealth Management Experience August 2012 - December 2012
Job Account Manager at FireEye, Inc.
Industry Investment Banking
Experience
FireEye, Inc.   January 2015 - Present
FireEye, Inc.   February 2014 - December 2014
Viant Group, LLC  October 2013 - December 2013
Catapult Advisors  May 2013 - September 2013
SambaCloud   September 2012 - March 2013
The Novo Agency   December 2012 - January 2013
UBS Wealth Management   August 2012 - December 2012
UBS Wealth Management   June 2012 - August 2012

Skills
Stata, Economics, Data Analysis, Financial Modeling, Quantitative Analytics, Statistics, R, Financial Analysis, SAS, SPSS, Research, Microsoft Excel, Valuation, Analysis, PowerPoint, Investment Banking, Mergers & Acquisitions, Investments

Education
University of Arizona   2009 — 2013
Bachelor of Arts, Political Science

University of Arizona   2009 — 2013
Bachelor of Arts (B.A.), Economics

Nancy Tom Nancy Tom Greater New York City Area Details
Nancy Tom's UBS Wealth Management Experience February 1996 - April 2009
Job Associate Director at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   February 1996 - April 2009

Education
University at Albany, SUNY   1986 — 1988

Doran J. Adhami Doran J. Adhami Greater Los Angeles Area Details
Doran J. Adhami's UBS Wealth Management Experience 2005 - 2013
Job CEO, Principal United Global Advisors, LLC (UGA)
Industry Financial Services
Experience
United Global Advisors, LLC (UGA)   June 2013 - Present
Ace of Swords, LP   November 2013 - Present
UBS Wealth Management   2005 - 2013
Merrill Lynch, Wealth Management  1999 - 2005

Education
University of California, Los Angeles   1991 — 1994
Bachelor of Arts (B.A.), Economics

Edward Plotkin Edward Plotkin Scottsdale, Arizona Details
Edward Plotkin's UBS Wealth Management Experience 2005 - 2005
Job Senior Vice President Client Advisor at BOSC, Inc. & The Private Bank
Industry Investment Management
Experience
BOK Financial  April 2014 - Present
Contango Capital Advisors  September 2010 - April 2014
MidFirst Bank  September 2005 - September 2010
UBS Wealth Management   2005 - 2005
Merrill Lynch  2002 - 2005

Skills
Customer Service, High Net Worth..., Financial Analysis, Wealth Management, Wealth Management..., Finance, Portfolio Management, Investments, Credit, Strategic Planning, Risk Management

Education
University of Arizona   1987 — 1991
BA, Economics

St. Louis Country Day School   1979 — 1987

Ashley Marino Pedersen, AIF® Ashley Marino Pedersen, AIF® Greater San Diego Area Details
Ashley Marino Pedersen, AIF®'s UBS Wealth Management Experience January 2000 - March 2004
Job Sr. Product Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2015 - Present
LPL Financial  October 2010 - April 2015
Westin Hotels & Resorts  February 2010 - October 2010
Westin Hotels & Resorts  December 2008 - February 2010
First Allied Securities, Inc.   January 2008 - October 2008
Dunham & Associates  February 2007 - January 2008
ING Funds  August 2005 - February 2007
Morgan Stanley  2005 - 2005
UBS Wealth Management   January 2000 - March 2004

Skills
Series 7, Financial Services, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Securities, 401k, FINRA, Retirement

Education
University of California, Irvine   1997 — 2001
BA

Tony Moretti Tony Moretti Vail, Colorado Details
Tony Moretti's UBS Wealth Management Experience 2004 - 2004
Job Guest Relations Manager at The RitzCarlton, Bachelor Gulch
Industry Hospitality
Experience
The Ritz-Carlton Hotel Company, L.L.C.   December 2014 - Present
Marriott International - Vail Marriott Mountain Resort   November 2012 - December 2014
Accenture  April 2005 - November 2012
Accenture  March 2005 - November 2012
UBS Wealth Management   2004 - 2004

Skills
Requirements Analysis, Release Management, Integration, Project Management, Cross-functional Team..., Software Project..., IT Strategy, SDLC, Business Process, Management, Business Analysis, Management Consulting, Training, Strategy, Leadership, Testing, Program Management, Vendor Management

Education
University of Alabama   2001 — 2004
Corporate Finance, Economics

Russ Dyer CFP®, CRPC®, ChFC® Russ Dyer CFP®, CRPC®, ChFC® Winter Haven, Florida Details
Russ Dyer CFP®, CRPC®, ChFC®'s UBS Wealth Management Experience September 2002 - May 2005
Job Senior Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   June 2007 - Present
Merrill Lynch  May 2005 - May 2007
UBS Wealth Management   September 2002 - May 2005

Education
University of Arizona   1995 — 1998
Bachelor of Science (B.S.), Ecology and Evolutionary Biology, Physics, Mathematics, Chemistry, Genetics

Kevin Sesny Kevin Sesny Greater New York City Area Details
Kevin Sesny's UBS Wealth Management Experience January 2013 - Present
Job Executive Director, Head of FA Discretionary, at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2013 - Present
JPMorgan Chase  November 2012 - January 2013
J.P. Morgan   2005 - 2012
Bear Stearns  2005 - 2008

Skills
Series 7, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FINRA, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 24, Series 63, Trading Systems, Wealth Management

Education
University at Albany, SUNY   1988 — 1990

Joelle Stockslager Joelle Stockslager San Francisco Bay Area Details
Joelle Stockslager's UBS Wealth Management Experience February 2001 - July 2007
Job Corporate Executive Management Communications
Industry Financial Services
Experience
Guardian Life  April 2013 - Present
Multiple Companies  August 2007 - April 2013
UBS Wealth Management   February 2001 - July 2007
UBS Wealth Management   March 2005 - February 2007
Merrill Lynch  November 2004 - January 2005
UBS Wealth Management   August 2004 - November 2004
UBS Wealth Management   November 2003 - August 2004
UBS Wealth Management   July 2002 - November 2003
UBS Wealth Management   February 2001 - July 2002

Skills
Project Management, Budget Process, Governance, Strategic Communications, Presentation Development, Presentations, Business Relationship..., Business Analysis, Resource Allocation, Project Planning, Business Process..., PMO set-up, Matrix Management, Financial Reporting, PowerPoint, Portfolio Management, SDLC, Wealth Management, Vendor Management, Financial Services, MS Project, Process Improvement

Education
State University of New York at Buffalo   1995 — 2000
Bachelor of Science (B.S.), Business Administration

Olga Ramos Olga Ramos Miami/Fort Lauderdale Area Details
Olga Ramos's UBS Wealth Management Experience May 2007 - May 2008
Job Experienced risk and administrative manager
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2014 - Present
HSBC Securities  December 2008 - September 2014
UBS Wealth Management   May 2007 - May 2008
UBS Wealth Management   June 2004 - May 2007
UBS Wealth Management   July 2003 - June 2004
Charles Schwab  January 1997 - June 2003

Skills
Risk Management, Project Management, Sarbanes-Oxley Act, Business Development, CRM, Bank Secrecy Act, Series 7, Wealth Management, Alternative Investments, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Fixed Income, Private Banking, Series 63, Investment Advisory, AML, Relationship Management, Finance, Banking, Financial Risk, Financial Services, Options, Asset Management, Trading, Hedge Funds, Loans

Education
University of Miami - School of Business   2005 — 2006
MBA, International Business

University of Alabama   1992 — 1996
BA, International Studies

Dan Schwartz, CIMA,CPM Dan Schwartz, CIMA,CPM Greater New York City Area Details
Dan Schwartz, CIMA,CPM's UBS Wealth Management Experience 2012 - Present
Job Managing Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2012 - Present

Skills
ETFs, Portfolio Management, Risk, Alternative Investments, Asset Allocation, Risk Management, Investment Strategies, Investment Advisory, Hedge Funds, Financial Modeling, Strategy, Wealth Management..., Wealth Management, Equities, Asset Management

Education
State University of New York at Albany   1984 — 1987
Bachelor of Science, Economics

Hristo Stoychev Hristo Stoychev Greater New York City Area Details
Hristo Stoychev's UBS Wealth Management Experience January 2009 - December 2009
Job Global Business Development
Industry Financial Services
Experience
FUJIFILM Medical Systems U.S.A., Inc.   May 2010 - Present
FUJIFILM Medical Systems U.S.A., Inc.   2010 - 2015
UBS Wealth Management   January 2009 - December 2009

Skills
Microsoft Excel, Microsoft Office, Project Management, Team Leadership, Strategic Planning, SQL, Sales Management, SharePoint, Business Analysis, Data Analysis, Microsoft SQL Server, Analysis, Team Management, MS Project, HTML, Finance, Microsoft Word, Financial Analysis, Financial Modeling, Process Improvement, PowerPoint, Customer Service, Management

Education
University of Bridgeport   2006 — 2010
Bachelor of Science (BS), Accounting and Finance

Cherry Mosienko Cherry Mosienko Greater Los Angeles Area Details
Cherry Mosienko's UBS Wealth Management Experience September 2006 - Present
Job Registered Client Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2006 - Present
Wells Fargo  May 2005 - September 2006

Education
University of California, Los Angeles   2000 — 2003
Bachelor of Arts, Economics

Neale Clunie Neale Clunie San Francisco Bay Area Details
Neale Clunie's UBS Wealth Management Experience December 2002 - January 2004
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  November 2014 - Present
Morgan Stanley  January 2012 - November 2014
Charles Schwab, Inc.   June 2005 - January 2012
TD Ameritrade  January 2004 - June 2005
UBS Wealth Management   December 2002 - January 2004
American Management Association  January 1999 - December 2001

Skills
Investment Strategies, Series 63, Wealth Management, Securities, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Equities, Investments, Strategic Financial..., Finance, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Financial Planning, Investment Banking, Project Management, Financial Analysis, Portfolio Management, Asset Management

Education
University at Albany, SUNY   1994 — 1998

Lakeland High School   1990 — 1994

Monifa Banks Monifa Banks Los Angeles, California Details
Monifa Banks's UBS Wealth Management Experience 2006 - 2008
Job Executive Administrator
Industry Financial Services
Experience
Sierra Investment Management, Inc.   2012 - 2014
Sierra Investment Management, Inc.   2009 - 2012
UBS Wealth Management   2006 - 2008

Skills
Microsoft Office, PowerPoint, Customer Service, Sales, Microsoft Excel, Outlook, Salesforce.com, Zephyr Style Advisor, Meridian IQ, DST Salesconnect, DBcams, Morningstar Direct, Concur, Event Management, Marketing, Management, Social Media, Training, Public Speaking, Equities, Administrative..., Portfolio Management

Education
Northern Caribbean University
Bachelor of Science (BS)

University of California, Los Angeles

David Paller David Paller Greater Los Angeles Area Details
David Paller's UBS Wealth Management Experience December 2008 - Present
Job Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   December 2008 - Present

Education
University of California, Berkeley   1978 — 1983

Brock McKinley Brock McKinley Tuscaloosa, Alabama Area Details
Brock McKinley's UBS Wealth Management Experience September 2004 - January 2005
Job Operations Manager / Inventory Control Manager
Industry Logistics and Supply Chain
Experience
W&R  August 2011 - Present
Paragon Sporting Goods   October 2006 - June 2010
Army National Guard  September 1997 - September 2005
Morgan Keegan  January 2005 - June 2005
University of Alabama  January 2005 - May 2005
UBS Wealth Management   September 2004 - January 2005

Skills
Cross-functional Team..., Leadership, Operations Management, Forecasting, Access, Inventory Management, Analysis, Logistics, Supply Chain, Project Planning, Team Building, Strategic Planning, Integration, Sales, Time Management

Education
University of Alabama   2004 — 2006
MS, Financial Engineering

University of Alabama   1998 — 2006
BS, Quantitative Finance

TCHS

Joe Wittels Joe Wittels Greater Denver Area Details
Joe Wittels's UBS Wealth Management Experience January 2009 - March 2009
Job Portfolio Strategist at Jackson National Life
Industry Financial Services
Experience
Jackson  January 2014 - Present
Jackson  December 2012 - December 2013
Jackson  November 2009 - December 2012
Gravity Investments  June 2009 - October 2009
UBS Wealth Management   January 2009 - March 2009
Northwestern Mutual  May 2008 - January 2009

Skills
Mutual Funds, Hedge Funds, Public Speaking, Presentations, Sales Presentations, Investments, Alternative Investments, Strategic Financial..., Asset Allocation, Tactical Asset..., Morningstar Direct, Content Origination, Portfolio Analysis, Series 7, Series 24, Series 65, Series 63, Territory Management, Consultative Selling, Variable Annuities, Customer Service, Retirement Planning, Finance, Financial Services, Retirement, Insurance, Fixed Annuities, Fund Of Funds, Mutual Fund Analysis, Performance Reporting, Capital Markets

Education
University of Denver   2005 — 2009
Bachelor’s Degree, Economics, Finance

University of Adelaide   2007 — 2007
Bachelor’s Degree, Economics, Finance

Matthew M. Meyer Matthew M. Meyer Tucson, Arizona Area Details
Matthew M. Meyer's UBS Wealth Management Experience June 2011 - Present
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   June 2011 - Present
Morgan Stanley  February 1996 - June 2011

Education
University of Arizona   1992 — 1994
Bachelor of Science (BS), Agricultural Economics

University of Colorado at Boulder   1989 — 1992

Cate School   1985 — 1989
High School

Corey N. Doyle Corey N. Doyle Washington D.C. Metro Area Details
Corey N. Doyle's UBS Wealth Management Experience August 2010 - December 2012
Job Supplier Risk Manager at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank   November 2014 - Present
J.P. Morgan   October 2013 - October 2014
UBS Wealth Management   August 2010 - December 2012
Federal Reserve Bank of New York  December 2005 - August 2010
JPMorgan Chase  November 2003 - November 2005
Siemens  February 2003 - August 2003
Citi  January 2001 - July 2002
Novax Technology Center   1999 - 2000

Skills
IT Risk Management, Information Security, Internal Controls, Risk Assessment, Building Relationships, Regulatory Requirements, Information Assurance, Risk Management, Best Practices, Risk Mitigation, IT Governance, Compliance, Third Party Vendor..., Information Technology, Operational Risk..., Information Security..., IT Audit, Governance, Computer Security, Management, Strategy, Financial Risk, Security, SDLC, Vendor Management

Education
University of Advancing Technology   2003 — 2006
Software Engineering, Network Defense

Novax Technology Center

Scott Toomasson Scott Toomasson Half Moon Bay, California Details
Scott Toomasson's UBS Wealth Management Experience September 2006 - January 2008
Job Client Relationship Manager at Private Capital Management Associates, LLC
Industry Financial Services
Experience
Private Capital Management Associates, LLC   August 2009 - Present
Merrill Lynch  May 2008 - April 2009
Goldman Sachs  January 2008 - April 2008
UBS Wealth Management   September 2006 - January 2008
Wells Fargo Van Kasper  September 2000 - March 2003

Education
University of California, Los Angeles   1996 — 1998
Bachelors, Economics

University of California, Davis   1994 — 1996
Bachelor of Science (B.S.), Economics

St. Ignatius   1990 — 1994
HS Diploma

Eric Strom Eric Strom Portland, Oregon Area Details
Eric Strom's UBS Wealth Management Experience November 2004 - April 2009
Job Vice PresidentInvestments at JPMorgan Securities
Industry Investment Management
Experience
JPMorgan Securities  December 2009 - Present
UBS Wealth Management   November 2004 - April 2009
Country Insurance & Financial Services  July 2001 - October 2004
The Complete Home Services Company   August 1995 - June 2001

Education
Washington State University   1985 — 1988
Bachelor Of Science, Applied Mathematics

University of Alaska Fairbanks   1983 — 1985
Petroleum Engineering

James Hafele James Hafele Greater New York City Area Details
James Hafele's UBS Wealth Management Experience May 2004 - November 2006
Job Vice President at Barclays Wealth
Industry Financial Services
Experience
Barclays  June 2010 - Present
Morgan Stanley Smith Barney  November 2006 - July 2010
UBS Wealth Management   May 2004 - November 2006

Skills
Series 7, Alternative Investments, Equities, Fixed Income, Series 63, Hedge Funds, Wealth Management, Securities, Asset Allocation, Portfolio Management, Wealth Management..., Mutual Funds, Investments, Asset Management, Capital Markets

Education
State University of New York at Buffalo   2000 — 2004
BA, Economics

Denise Procaccini Denise Procaccini Greater New York City Area Details
Denise Procaccini's UBS Wealth Management Experience March 2013 - Present
Job Executive Director Audit at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - Present
UBS  2002 - Present
UBS, New Jersey   January 2007 - April 2013
deloitte & touche  2000 - 2002
DTCC  1995 - 2000

Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Budgets, Project Management, Strategic Planning

Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Business Administration and Management, General

State University of New York at Buffalo
Bachelor of Arts (BA), Economics

Phillip Bristow Phillip Bristow Greater New York City Area Details
Phillip Bristow's UBS Wealth Management Experience June 1986 - April 2009
Job Associate Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management   June 1986 - April 2009
UBS  1980 - 2009

Skills
CICS, TSO, JCL, COBOL, Visio, Business Analysis, Application Development, Unix, VSAM, MS Project, SQL, Visual Basic, Fileaid, Project Planning, Databases, Analysis, Sybase, Mainframe, SDLC, Unix Shell Scripting, Crystal Reports, AIX, Software Development, FTP, SQL Server, C

Education
University of Brighton   1972 — 1976
BS, Computer Science

Max Besong Max Besong Greater New York City Area Details
Max Besong's UBS Wealth Management Experience July 2008 - April 2009
Job CDO Trading
Industry Financial Services
Experience
Citi  July 2011 - Present
CastleOak Securities   July 2009 - June 2011
UBS Wealth Management   July 2008 - April 2009
Sandler O'Neill  May 2007 - August 2007

Education
University of Arizona   2004 — 2008
Bachelor's of Science in Business Administration, Finance

University of Arizona, Eller College of Management   2004 — 2008
Bachelor of Science in Business Administration, Finance

John Furlong John Furlong Greater New York City Area Details
John Furlong's UBS Wealth Management Experience August 2001 - December 2005
Job VP and Chief Information Officer, Group Insurance at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America  September 2012 - Present
Trepoint  April 2011 - August 2012
Merrill Lynch Institutional Retirement and Philanthropic Group   July 2007 - February 2010
UBS Global Asset Management  January 2005 - June 2006
UBS Wealth Management   August 2001 - December 2005
Paine Webber  July 1994 - August 2000
IBM Global Business Services  February 1991 - May 1994

Skills
Product Management, Program Management, Mergers & Acquisitions, Management Consulting, Management, Outsourcing, Portfolio Management, Financial Services, Leadership, Integration, Investments, Digital Marketing, Software Project..., Product Development, Project Management, Mergers, Equities

Education
New York University - Leonard N. Stern School of Business   1986 — 1991
MBA, Finance

University at Albany, SUNY   1979 — 1983
BA, Math, Computer Science, Political Science

Larry Liang Larry Liang Greater New York City Area Details
Larry Liang's UBS Wealth Management Experience 1999 - Present
Job System admin at UBS Wealth Management
Industry Computer Hardware
Experience
UBS Wealth Management   1999 - Present

Education
University at Buffalo   1994 — 1996
B.S. in Engineering, I.E

Evan Russo Evan Russo Greater Los Angeles Area Details
Evan Russo's UBS Wealth Management Experience June 2009 - Present
Job Intern at UBS Wealth Management
Industry Investment Banking
Experience
UBS Wealth Management   June 2009 - Present
AXA Advisors  March 2009 - June 2009

Education
University of California, Los Angeles   2006 — 2011

Peter de Lira Peter de Lira San Francisco Bay Area Details
Peter de Lira's UBS Wealth Management Experience August 2010 - March 2011
Job Internet Services Finance at Apple
Industry Consumer Electronics
Experience
Apple  August 2014 - Present
California Pizza Kitchen  April 2011 - July 2014
UBS Wealth Management   August 2010 - March 2011
UCLA Athletics  2009 - 2010
Sony Pictures Entertainment  March 2006 - June 2006

Skills
Advertising, Project Management, Program Management, Microsoft Excel, Marketing, Management, Financial Analysis, Research, Strategy, Social Media, Analysis, Budgets

Education
University of California, Los Angeles   2006 — 2010
Bachelor of Arts, Economics

Megan Wells Ayers Megan Wells Ayers Greenville, South Carolina Area Details
Megan Wells Ayers's UBS Wealth Management Experience February 2013 - Present
Job at
Industry Public Relations and Communications
Experience
Doterra Essential Oils  January 2015 - Present
UBS Wealth Management   February 2013 - Present
Erwin Penland  April 2011 - February 2013
Preferred Financial Services  January 2009 - July 2009
Diane von Furstenberg  August 2008 - December 2008
Bloomingdale's  May 2007 - August 2007

Skills
Fashion, Retail, Public Relations, Merchandising, Apparel, Photoshop, Trend Analysis, Cision, Microsoft Office, Public Speaking, Press Kits, Customer Service, Press Releases, Publicity, Budgets, Media Relations, Web Design, Inventory Management, Fashion Writing, Corporate Communications

Education
University of Alabama   2004 — 2009
Minor, Public Relations

The University of Alabama   2004 — 2008
Bachelor of Science, Human Environmental Sciences

Jack Shu Jack Shu Anaheim, California Details
Jack Shu's UBS Wealth Management Experience September 2010 - December 2010
Job Business Advisory Senior Associate at Grant Thornton
Industry Financial Services
Experience
Grant Thornton LLP  September 2012 - Present
National Football League  September 2011 - January 2012
UBS Wealth Management   September 2010 - December 2010
Bay Street Capital   March 2010 - August 2010
Laboratory of NeuroImaging   March 2009 - March 2010
Prima Creations Inc.   June 2004 - June 2008

Skills
Financial Analysis, Microsoft Excel, Data Analysis, Risk Management, Microsoft Office, PowerPoint, Finance, Economics, Access, Sarbanes-Oxley, Internal Audit, Internal Controls, Microsoft Word

Education
University of California, Los Angeles   2007 — 2011
Bachelor of Arts, Economics, Pre-med

Canyon High School   2003 — 2007

Alex Tse, MBA, CPA, CFA Alex Tse, MBA, CPA, CFA Greater New York City Area Details
Alex Tse, MBA, CPA, CFA's UBS Wealth Management Experience January 2007 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2007 - Present
ING Direct USA  2003 - 2007
Scotiabank  1996 - 2003

Skills
Strategic Planning, Financial Analysis, Management, Mergers, Cross-functional Team..., Competitive Analysis, Financial Services, Marketing Strategy, Customer Profitability, Leadership, Mergers & Acquisitions, Business Analysis, Finance, Business Intelligence, Asset Management

Education
University of Toronto

University of Toronto - Rotman School of Management
Master of Business Administration (MBA)

University of California, Berkeley

University of Melbourne

Ofer Ben Menahem Ofer Ben Menahem Newport Beach, California Details
Ofer Ben Menahem's UBS Wealth Management Experience April 2000 - March 2002
Job Regional Vice President at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors  May 2015 - Present
TD  June 2013 - May 2015
AXA Advisors  August 2009 - June 2013
UBS Wealth Management   April 2000 - March 2002
Merrill Lynch  September 1998 - April 2000

Skills
Wealth Management, Investments, Finance, Retirement Planning, Financial Services, Wealth, Investment Advisory, Investment Strategies, Asset Management, Equities, Alternative Investments

Education
UCLA   1993 — 1995
BA, Political Science, International Relations

Jonathan Steiger Jonathan Steiger Houston, Texas Area Details
Jonathan Steiger's UBS Wealth Management Experience May 2011 - August 2011
Job Investment Analyst at Newport Global Advisors, LP
Industry Investment Management
Experience
Newport Global Advisors, LP   June 2014 - Present
Walmart  August 2011 - December 2013
Rebsamen Trust   July 2012 - May 2013
Arvest Fixed Income Securities   August 2011 - May 2012
UBS Wealth Management   May 2011 - August 2011

Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Equities, Investments, Fixed Income, Credit Analysis, Special Situations..., Value Investing, Distressed Debt, Corporate Finance, Microsoft Excel, VBA, Asset Managment, Accounting, Equity Research, Financial Management, Finance, Equity Valuation

Education
University of Arkansas at Fayetteville   2010 — 2013
B.S.B.A

Michael Hammett Michael Hammett Newport Beach, California Details
Michael Hammett's UBS Wealth Management Experience May 1988 - Present
Job Senior Vice President Wealth Management Regional Institutional Sales at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   May 1988 - Present
Jefferies  January 1982 - May 1988

Education
University of California, Los Angeles   1976 — 1980
Bachelor of Arts, Economics

Arvinn Anavil Arvinn Anavil Greater New York City Area Details
Arvinn Anavil's UBS Wealth Management Experience December 2013 - Present
Job Trade Processing Specialist Business/Data Analyst at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   December 2013 - Present
Millennium Solution Focus   January 2013 - December 2013
Battea Class Action Services  July 2012 - November 2012
Millennium Solution Focus   February 2011 - July 2012
UBS Financial Services, Inc.   July 1997 - June 2010
UBS  1997 - 2010

Skills
Access, Microsoft SQL Server, Requirements Analysis, Analysis

Education
University at Albany, SUNY   1995 — 1997
MBA, Management of Information System

Kevin Sullivan, CFA Kevin Sullivan, CFA Greater New York City Area Details
Kevin Sullivan, CFA's UBS Wealth Management Experience 2006 - 2011
Job Senior Investment Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2013 - Present
Bloomberg  April 2011 - August 2013
UBS Wealth Management   2006 - 2011
Rhombus Capital Management   February 2004 - August 2005
Lehman Brothers Holdings Inc.  1996 - 2004
The Long-Term Credit Bank of Japan, LTD   1995 - 1996
NatWest Bank  1990 - 1995

Skills
Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Equities, Due Diligence, Bloomberg, Financial Advisory, Capital Markets, Investment Strategy, Manager Research &..., Quantitative Research, Qualitative Research, Portfolio Construction, Risk Management, Multi-factor Risk..., Portfolio Analytics, Portfolio Performance..., Managed Accounts,..., ETFs, Separately Managed..., Closed-end Funds, Fund Of Funds, Liquid Alternatives, Structured Products, Derivatives, Relationship Management, Project Management, Security Valuation &..., Financial Modeling, Equity Research, Hedge Funds

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General

State University of New York at Albany
Bachelor of Science (B.S.), Finance, General

Sam Schweitzer Sam Schweitzer Greater New York City Area Details
Sam Schweitzer's UBS Wealth Management Experience 2007 - Present
Job Executive Director at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management   2007 - Present
Merrill Lynch  2006 - 2007
UBS Wealth Management   1996 - 2006
Morgan Stanley  1980 - 1995
Arthur Andersen & Company  1978 - 1980

Education
New York University - Leonard N. Stern School of Business
M.B.A., Computer Applications & Information Systems

University at Albany, SUNY
B.S., Mathematics

Barry Pinsky, CFP, ChFC, CLU Barry Pinsky, CFP, ChFC, CLU Greater Los Angeles Area Details
Barry Pinsky, CFP, ChFC, CLU's UBS Wealth Management Experience November 2008 - Present
Job First Vice President Investments
Industry Financial Services
Experience
UBS Wealth Management   November 2008 - Present
Merrill Lynch  March 1997 - November 2008

Education
University of California, Berkeley   1973 — 1979
PhD, Chemistry

University of California, Santa Cruz   1969 — 1973
BA, Chemistry

Philip Young Philip Young Montgomery, Alabama Area Details
Philip Young's UBS Wealth Management Experience January 1988 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 1988 - Present

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

Education
Owen Leadership Program Vanderbilt University

The Wharton School Securities Industries Institute

University of Alabama

Hannah Stanton Hannah Stanton Greater New York City Area Details
Hannah Stanton's UBS Wealth Management Experience September 2009 - Present
Job Human Resources Generalist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2009 - Present
TimePlan Education Group Limited  June 2009 - September 2009

Education
Mountbatten Internship Programme   2009 — 2010
PGC in International Business

University of Birmingham   2005 — 2009
1st Class Bachelor Degree with Honours, American Studies

University of California, Berkeley   2007 — 2008
Year Abroad, Black Studies

Adam Swanson Adam Swanson Austin, Texas Area Details
Adam Swanson's UBS Wealth Management Experience May 2010 - September 2010
Job Territory Manager at Bard Biosurgery
Industry Medical Devices
Experience
Neomend  August 2011 - May 2014
Bard Biosurgery   August 2011 - May 2014
Neomend  August 2011 - March 2012
Charles Schwab  June 2011 - September 2011
UBS Wealth Management   May 2010 - September 2010
Is Art   May 2008 - August 2008

Skills
Sales, Medical Devices, Marketing, Market Research, Microsoft Excel, Cold Calling, Forecasting, Sales Presentations, Microsoft Office, Healthcare, Strategic Planning, Sales Management, Training, Surgeons, Sales Operations, Account Management, Capital Equipment, Operating Room

Education
Eller College of Management   2008 — 2010
Bachelor of Science, Business Administration; Finance

University of Arizona   2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance

Daniel Matson, CFA Daniel Matson, CFA Greater Los Angeles Area Details
Daniel Matson, CFA's UBS Wealth Management Experience July 2008 - April 2009
Job Analyst at Ivory Capital
Industry Investment Management
Experience
Ivory Capital  January 2014 - Present
Ivory Capital  May 2011 - December 2013
FactSet Research Systems  February 2010 - May 2011
UBS Wealth Management   July 2008 - April 2009
East Bay Economic Development Alliance   November 2007 - May 2008

Skills
Bloomberg, Factset, Excel, Microsoft Excel, Equities, Financial Modeling, Valuation, Data Analysis, Microsoft Office, VBA, Investments, Hedge Funds, Financial Analysis, FactSet

Education
University of California, Berkeley   2004 — 2008
BA, Economics

University of Auckland   2007 — 2007

Woody Welch Woody Welch Greater Nashville Area Details
Woody Welch's UBS Wealth Management Experience January 1996 - March 2009
Job Portfolio Manager at Cravens & Company
Industry Investment Management
Experience
Cravens & Company   March 2009 - Present
UBS Wealth Management   January 1996 - March 2009

Education
University of Alabama   1989 — 2003
Bachelor's degree, Finance, General

Richard Mullen Richard Mullen Greater Boston Area Details
Richard Mullen's UBS Wealth Management Experience March 2011 - Present
Job Senior Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2011 - Present
Morgan Stanley Private Wealth Management  September 1998 - March 2011

Skills
Alternative Investments, Financial Analysis, Integration, Portfolio Management, Equities, Financial Modeling, Investments, Loan Origination, Mutual Funds, Mergers & Acquisitions, Mortgage Lending, Private Equity, Asset Management, Hedge Funds, Financial Services, Investment Banking, Wealth Management, Securities, Data Center, Strategic Planning

Education
University of Arizona   1983 — 1988
Bachelor's degree, Economics

Evan Flores Evan Flores Orange County, California Area Details
Evan Flores's UBS Wealth Management Experience August 2012 - December 2012
Job SAT/ACT Instructor
Industry Law Practice
Experience
Cambridge  2014 - Present
SEE SAT Test Prep/Independent SAT Tutoring   2010 - 2014
UBS Wealth Management   August 2012 - December 2012
UCLA Health System  April 2011 - September 2011

Education
University of California, Los Angeles   2010 — 2014

Drayton Green Drayton Green Birmingham, Alabama Area Details
Drayton Green's UBS Wealth Management Experience May 2006 - July 2006
Job Senior Financial Analyst at Medical Properties Trust
Industry Real Estate
Experience
Medical Properties Trust  March 2013 - Present
Medical Properties Trust  November 2011 - February 2013
Accenture  February 2009 - November 2011
Regions Financial Corporation  January 2008 - December 2008
FDIC  July 2007 - December 2007
Eli Lilly and Company  2006 - 2007
UBS Wealth Management   May 2006 - July 2006
Merrill Lynch  May 2005 - July 2005

Skills
Financial Analysis, Market Research, Financial Reporting, Financial Modeling, Analysis, Portfolio Management, Leadership

Education
University of Alabama   2003 — 2007
B.S., Finance

Natasha Leviton Natasha Leviton Greater Los Angeles Area Details
Natasha Leviton's UBS Wealth Management Experience November 2012 - April 2014
Job Customer Service
Industry Financial Services
Experience
UBS Wealth Management   November 2012 - April 2014

Education
University of Arizona, Eller College of Management   2008 — 2012
Bachelor of Science, Business Management

Yoonhyung (Ethan) Lee Yoonhyung (Ethan) Lee Irvine, California Details
Yoonhyung (Ethan) Lee's UBS Wealth Management Experience September 2010 - December 2010
Job Associate at PK LLP.
Industry Accounting
Experience
PK LLP  July 2015 - Present
UCMK, LLP.   November 2013 - July 2015
Merrill Lynch  May 2011 - May 2012
UBS Wealth Management   September 2010 - December 2010
Hyundai Fire and Marine Insurance   January 2009 - December 2009

Skills
CPA, Microsoft Office, Microsoft Excel, Bloomberg, Investment Portfolio, Hedge Funds, Alternative Investments, Equity Research Analysis, Accounting, Forensic Accounting, Tax Preparation, Research

Education
University of California, Irvine
International Business Operation and Management

University of California, Irvine
International Finance

Hankuk University of Foreign Studies   2003 — 2009
Bachelor’s Degree, Business Administration and Italian Literature

Abraham Perez Abraham Perez Irvine, California Details
Abraham Perez's UBS Wealth Management Experience March 2013 - Present
Job Financial Analyst at UBS Wealth Management
Industry Venture Capital & Private Equity
Experience
UBS Wealth Management   March 2013 - Present
Undergraduate Finance Association  January 2013 - June 2014
Harvey & Company LLC  June 2013 - September 2013
Phi Delta Theta Fraternity  March 2012 - June 2013
UC Irvine  October 2012 - March 2013
Applebees International  February 2010 - June 2011

Skills
Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Team Leadership, PowerPoint, Financial Analysis, Investments, Financial Modeling, Economics, Marketing

Education
University of California, Irvine   2011 — 2016
Bachelor of Arts (BA), Business Economics/ Political Science

Jean-Pierre Lucas Jean-Pierre Lucas Greater New York City Area Details
Jean-Pierre Lucas's UBS Wealth Management Experience June 1995 - October 2010
Job First Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2010 - Present
UBS Wealth Management   June 1995 - October 2010

Education
University at Buffalo

Aaron Sellers Aaron Sellers Davis, California Details
Aaron Sellers's UBS Wealth Management Experience June 2015 - Present
Job Summer Intern at UBS Wealth Management
Industry
Experience
UBS Wealth Management   June 2015 - Present
The Children's Place  July 2013 - September 2013

Skills
Microeconomics, Market Research, Banking, Research, Sales, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, English, Italian, Spanish

Education
University of California, Davis   2012 — 2016
Bachelor of Arts (B.A.), Economics, Minor in Writing

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