UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Tyler Rote Tyler Rote's UBS Wealth Management Experience June 2015 - Present
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
A. Hutton & Company June 2014 - August 2014
Marylou Paolucci & Associates June 2013 - August 2013
New York State Republican Party June 2012 - August 2012
Education
University of Delaware 2011 — 2015
UBS Wealth Management June 2015 - Present
A. Hutton & Company June 2014 - August 2014
Marylou Paolucci & Associates June 2013 - August 2013
New York State Republican Party June 2012 - August 2012
Education
University of Delaware 2011 — 2015
Brian Laureano Brian Laureano's UBS Wealth Management Experience May 2011 - August 2011
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2014 - Present
Royal Bank of Scotland July 2013 - November 2014
BlackRock May 2012 - August 2012
IBM August 2011 - January 2012
UBS Wealth Management May 2011 - August 2011
Skills
Valuation, Investments, Problem Solving, Entrepreneurship, Critical Thinking, Bloomberg, MS Office Suite, Brio Query, TM1, Essbase, SQL, Quantitative Analytics, Financial Modeling, DCF Valuation, Analysis, Bloomberg Terminal, Financial Markets, Trading, Portfolio Management, Team Building
Education
The University of Connecticut 2009 — 2013
B.S, Finance
South Side High School 2005 — 2009
Wells Fargo Securities November 2014 - Present
Royal Bank of Scotland July 2013 - November 2014
BlackRock May 2012 - August 2012
IBM August 2011 - January 2012
UBS Wealth Management May 2011 - August 2011
Skills
Valuation, Investments, Problem Solving, Entrepreneurship, Critical Thinking, Bloomberg, MS Office Suite, Brio Query, TM1, Essbase, SQL, Quantitative Analytics, Financial Modeling, DCF Valuation, Analysis, Bloomberg Terminal, Financial Markets, Trading, Portfolio Management, Team Building
Education
The University of Connecticut 2009 — 2013
B.S, Finance
South Side High School 2005 — 2009
Alex Harrigan's UBS Wealth Management Experience April 2015 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
Education
University of Central Florida 2007 — 2011
Bachlor of Arts, Advertising and Public Relations; Sociology
UBS Wealth Management April 2015 - Present
Education
University of Central Florida 2007 — 2011
Bachlor of Arts, Advertising and Public Relations; Sociology
Andrew Cao Andrew Cao's UBS Wealth Management Experience February 2012 - September 2012
Job Associate Manager at The Honest Company
Industry Internet
Experience
The Honest Company July 2015 - Present
The Honest Company February 2015 - June 2015
The Honest Company November 2013 - January 2015
The Honest Company March 2013 - October 2013
UBS Wealth Management February 2012 - September 2012
Skills
Management, Sales, Business Development, Financial Analysis, Data Analysis, Marketing Strategy, Account Management, CRM, Strategy
Education
University of California, San Diego
Economics
The Honest Company July 2015 - Present
The Honest Company February 2015 - June 2015
The Honest Company November 2013 - January 2015
The Honest Company March 2013 - October 2013
UBS Wealth Management February 2012 - September 2012
Skills
Management, Sales, Business Development, Financial Analysis, Data Analysis, Marketing Strategy, Account Management, CRM, Strategy
Education
University of California, San Diego
Economics
Angela Kit Wa Chau's UBS Wealth Management Experience September 2010 - February 2011
Job Program/Project Management at Verizon
Industry Telecommunications
Experience
Verizon Product and New Business October 2014 - Present
Verizon Product and New Business February 2014 - October 2014
Intel Corporation Consumer Electronics Group (Acquired by Verizon) July 2013 - February 2014
Cymer, an ASML Company Leading Light Source Provider for the Semiconductor Industry October 2011 - July 2013
Bainbridge Capital M&A Advisory Firm February 2011 - August 2011
UBS Wealth Management September 2010 - February 2011
Merrill Lynch June 2010 - August 2010
EPMG Media Buying and Planning Agency Specializing in Multicultural Campaigns January 2010 - August 2010
UC San Diego April 2009 - June 2009
Banana Republic April 2007 - August 2008
Education
University of California, San Diego 2007 — 2011
B.S., Economics: Management Science, Cumulative GPA 3.7 & Major GPA 3.8 Cum Laude with Distinction & Provost Honors
Verizon Product and New Business October 2014 - Present
Verizon Product and New Business February 2014 - October 2014
Intel Corporation Consumer Electronics Group (Acquired by Verizon) July 2013 - February 2014
Cymer, an ASML Company Leading Light Source Provider for the Semiconductor Industry October 2011 - July 2013
Bainbridge Capital M&A Advisory Firm February 2011 - August 2011
UBS Wealth Management September 2010 - February 2011
Merrill Lynch June 2010 - August 2010
EPMG Media Buying and Planning Agency Specializing in Multicultural Campaigns January 2010 - August 2010
UC San Diego April 2009 - June 2009
Banana Republic April 2007 - August 2008
Education
University of California, San Diego 2007 — 2011
B.S., Economics: Management Science, Cumulative GPA 3.7 & Major GPA 3.8 Cum Laude with Distinction & Provost Honors
Josef Magpantay's UBS Wealth Management Experience May 2011 - August 2011
Job Sr Associate, Life Sciences Advisory at KPMG US
Industry Pharmaceuticals
Experience
KPMG US February 2015 - Present
Compliance Implementation Services (CIS) July 2014 - February 2015
Compliance Implementation Services (CIS) March 2013 - June 2014
Allstate, Encompass Insurance January 2012 - March 2013
UBS Wealth Management May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Forecasting, Internal Controls, Insurance, Accounting, Auditing, Process Improvement, Internal Audit, Due Diligence, Business Analysis, Analysis, Mergers & Acquisitions, Strategic Financial..., Enterprise Risk..., Data Analysis, Health Insurance, Management
Education
University of Central Florida 2007 — 2011
Bachelor of Business Administration (BBA), Finance
KPMG US February 2015 - Present
Compliance Implementation Services (CIS) July 2014 - February 2015
Compliance Implementation Services (CIS) March 2013 - June 2014
Allstate, Encompass Insurance January 2012 - March 2013
UBS Wealth Management May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Forecasting, Internal Controls, Insurance, Accounting, Auditing, Process Improvement, Internal Audit, Due Diligence, Business Analysis, Analysis, Mergers & Acquisitions, Strategic Financial..., Enterprise Risk..., Data Analysis, Health Insurance, Management
Education
University of Central Florida 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Peter Allis Peter Allis's UBS Wealth Management Experience December 2000 - February 2009
Job Success Coach at Firepoint Solutions LLC
Industry Financial Services
Experience
Firepoint Solutions LLC February 2014 - Present
Morgan Stanley Smith Barney February 2009 - November 2011
UBS Wealth Management December 2000 - February 2009
RBC Wealth Management September 1982 - December 2000
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Financial Analysis, Leadership
Education
University of Colorado at Boulder 1974 — 1976
Bachelor of Science (BS), Commercial Recreation
University of Oregon 1972 — 1974
N/A
Firepoint Solutions LLC February 2014 - Present
Morgan Stanley Smith Barney February 2009 - November 2011
UBS Wealth Management December 2000 - February 2009
RBC Wealth Management September 1982 - December 2000
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Financial Analysis, Leadership
Education
University of Colorado at Boulder 1974 — 1976
Bachelor of Science (BS), Commercial Recreation
University of Oregon 1972 — 1974
N/A
Bobby Stone Bobby Stone's UBS Wealth Management Experience January 2011 - October 2011
Job Student at University of Connecticut
Industry Consumer Services
Experience
Fairfield Parks and Recreation May 2012 - Present
University of Connecticut May 2012 - Present
Versailles Restraunt January 2012 - April 2012
UBS Wealth Management January 2011 - October 2011
Education
University of Connecticut-Stamford
English/Psych
Fairfield Parks and Recreation May 2012 - Present
University of Connecticut May 2012 - Present
Versailles Restraunt January 2012 - April 2012
UBS Wealth Management January 2011 - October 2011
Education
University of Connecticut-Stamford
English/Psych
Raymond Chase Raymond Chase's UBS Wealth Management Experience April 2012 - Present
Job Senior Portfolio Manager and Wealth Advisor with 25+ years of experience
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Merrill Lynch September 2004 - April 2012
Merrill Lynch August 1996 - April 2012
Morgan Stanley May 1987 - February 1996
Skills
Strategic Financial..., Portfolio Management, Alternative Investments, Wealth Management, Retirement Planning, Series 7, Investment Management, Asset Allocation, Securities, Financial Advisory
Education
University of Delaware 1980 — 1984
BS, Finance
UBS Wealth Management April 2012 - Present
Merrill Lynch September 2004 - April 2012
Merrill Lynch August 1996 - April 2012
Morgan Stanley May 1987 - February 1996
Skills
Strategic Financial..., Portfolio Management, Alternative Investments, Wealth Management, Retirement Planning, Series 7, Investment Management, Asset Allocation, Securities, Financial Advisory
Education
University of Delaware 1980 — 1984
BS, Finance
Adam Israel Adam Israel's UBS Wealth Management Experience October 2012 - December 2012
Job Analyst at Deloitte
Industry Higher Education
Experience
Deloitte Consulting LLP. July 2013 - Present
UBS Wealth Management October 2012 - December 2012
Brocade May 2012 - August 2012
Avnet Technology Solutions May 2011 - August 2011
Skills
Forecasting, Analytics, Finance, Oracle, Pricing, Research, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Microsoft Word, Market Research, Economics, Financial Modeling
Education
University of Colorado at Boulder 2009 — 2013
Business Administration, Finance and Marketing, Senior
Deloitte Consulting LLP. July 2013 - Present
UBS Wealth Management October 2012 - December 2012
Brocade May 2012 - August 2012
Avnet Technology Solutions May 2011 - August 2011
Skills
Forecasting, Analytics, Finance, Oracle, Pricing, Research, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Microsoft Word, Market Research, Economics, Financial Modeling
Education
University of Colorado at Boulder 2009 — 2013
Business Administration, Finance and Marketing, Senior
Colin Baier Colin Baier's UBS Wealth Management Experience October 2007 - May 2009
Job VP, Investment Officer at Androscoggin Bank
Industry Financial Services
Experience
Androscoggin Bank August 2009 - Present
UBS Wealth Management October 2007 - May 2009
LifePro Financial Services 2004 - 2007
Wave Three Software 2002 - 2004
Skills
Investments, Insurance, Investment Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning, Asset Allocation, Investment Strategies, Annuities, Strategic Financial...
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Androscoggin Bank August 2009 - Present
UBS Wealth Management October 2007 - May 2009
LifePro Financial Services 2004 - 2007
Wave Three Software 2002 - 2004
Skills
Investments, Insurance, Investment Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning, Asset Allocation, Investment Strategies, Annuities, Strategic Financial...
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Josh Kugizaki Josh Kugizaki's UBS Wealth Management Experience June 2007 - April 2008
Job Senior Fundamentals Analyst, Jonah Energy
Industry Oil & Energy
Experience
Jonah Energy June 2015 - Present
Encana Corporation December 2009 - Present
Encana Corporation May 2008 - June 2010
UBS Wealth Management June 2007 - April 2008
Skills
Natural Gas, Energy, Crude Oil, Natural Gas Liquids, Pipelines, Trading, Commodity, Commodity Markets, Energy Industry, Oil/Gas, Gas, Hedging, Financial Modeling, Energy Markets, Economics, Oil & Gas Industry, Risk Management, Analysis, Valuation, Petroleum, Derivatives, Management, Oil & Gas, SharePoint Designer
Education
University of Colorado Denver 2014 — 2015
Master of Science in Finance (MS), Commodities and Risk Management
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
Highland Ranch High School 2000 — 2004
Jonah Energy June 2015 - Present
Encana Corporation December 2009 - Present
Encana Corporation May 2008 - June 2010
UBS Wealth Management June 2007 - April 2008
Skills
Natural Gas, Energy, Crude Oil, Natural Gas Liquids, Pipelines, Trading, Commodity, Commodity Markets, Energy Industry, Oil/Gas, Gas, Hedging, Financial Modeling, Energy Markets, Economics, Oil & Gas Industry, Risk Management, Analysis, Valuation, Petroleum, Derivatives, Management, Oil & Gas, SharePoint Designer
Education
University of Colorado Denver 2014 — 2015
Master of Science in Finance (MS), Commodities and Risk Management
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
Highland Ranch High School 2000 — 2004
Chris (Beom) Suh Chris (Beom) Suh's UBS Wealth Management Experience August 2011 - June 2012
Job FP&A Analyst | Okta
Industry Computer Software
Experience
Okta, Inc. December 2014 - Present
Furry Foster April 2012 - Present
Experian Consumer Direct January 2014 - December 2014
Experian July 2013 - January 2014
AMN Healthcare June 2012 - September 2012
UBS Wealth Management August 2011 - June 2012
CIM Securities, LLCS November 2009 - May 2010
Nano Plasma Center June 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, QuickBooks, Microsoft Office, Finance, Financial Reporting, Bookkeeping, Accounting, PowerPoint, Forecasting, Financial Modeling, Essbase, Hyperion Planning, Wealth Management, Outlook, Microsoft Word, Financial Accounting, Cognos, G&A, Budget Process, Headcount Management, Data Analysis, OBIEE, Cost Center Management, Capex, Siebel 7.x, Pricing, Strategy, Leadership, Management, Analysis
Education
University of California, San Diego 2007 — 2012
Bachelor of Science, Management Science & Accounting
Yonsei University 2009 — 2009
EAP Summer Study Abroad Program
Okta, Inc. December 2014 - Present
Furry Foster April 2012 - Present
Experian Consumer Direct January 2014 - December 2014
Experian July 2013 - January 2014
AMN Healthcare June 2012 - September 2012
UBS Wealth Management August 2011 - June 2012
CIM Securities, LLCS November 2009 - May 2010
Nano Plasma Center June 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, QuickBooks, Microsoft Office, Finance, Financial Reporting, Bookkeeping, Accounting, PowerPoint, Forecasting, Financial Modeling, Essbase, Hyperion Planning, Wealth Management, Outlook, Microsoft Word, Financial Accounting, Cognos, G&A, Budget Process, Headcount Management, Data Analysis, OBIEE, Cost Center Management, Capex, Siebel 7.x, Pricing, Strategy, Leadership, Management, Analysis
Education
University of California, San Diego 2007 — 2012
Bachelor of Science, Management Science & Accounting
Yonsei University 2009 — 2009
EAP Summer Study Abroad Program
Amy Yu's UBS Wealth Management Experience August 2009 - June 2010
Job Software QA Analyst at Black Mountain Systems
Industry Computer Software
Experience
Black Mountain Systems May 2014 - Present
San Diego Hedge Fund December 2012 - March 2014
The Active Network May 2012 - October 2012
TorreyCove Capital Partners LLC May 2010 - February 2012
Integral Financial, LLC November 2008 - November 2010
UBS Wealth Management August 2009 - June 2010
Skills
Private Equity, Portfolio Performance..., Valuation Modeling, Due Diligence, Revenue Analysis, Microsoft Excel, Microsoft Word, Access, Oracle Applications, Crystal Reports, Adobe Creative Suite, PowerPoint, Mergers & Acquisitions, Investments, Financial Modeling, HTML 5, CSS3, jQuery, Venture Capital, Market Research, Analysis, Business Development, CSS, Risk Management, Valuation
Education
University of California, San Diego 2006 — 2011
Bachelor of Science (B.Sc.), Management Science, Accounting
Black Mountain Systems May 2014 - Present
San Diego Hedge Fund December 2012 - March 2014
The Active Network May 2012 - October 2012
TorreyCove Capital Partners LLC May 2010 - February 2012
Integral Financial, LLC November 2008 - November 2010
UBS Wealth Management August 2009 - June 2010
Skills
Private Equity, Portfolio Performance..., Valuation Modeling, Due Diligence, Revenue Analysis, Microsoft Excel, Microsoft Word, Access, Oracle Applications, Crystal Reports, Adobe Creative Suite, PowerPoint, Mergers & Acquisitions, Investments, Financial Modeling, HTML 5, CSS3, jQuery, Venture Capital, Market Research, Analysis, Business Development, CSS, Risk Management, Valuation
Education
University of California, San Diego 2006 — 2011
Bachelor of Science (B.Sc.), Management Science, Accounting
Anisha Vasandani's UBS Wealth Management Experience July 2009 - March 2010
Job Engineer at Crush & Lovely
Industry Internet
Experience
Crush & Lovely December 2013 - Present
Girls Who Code January 2015 - June 2015
The Flatiron School June 2013 - August 2013
Ernst & Young January 2011 - March 2013
Eadie and Payne, LLP July 2010 - December 2010
UBS Wealth Management July 2009 - March 2010
UCR Audit & Advisory Office September 2009 - December 2009
Skills
Accounting, Tax, Financial Reporting, Finance, Microsoft Excel, Corporate Tax, Start-ups, Management, Social Media Marketing, Financial Analysis, Sinatra, Ruby, Ruby on Rails, US GAAP, JavaScript, GAAP, Auditing, Social Networking, Tax Preparation, Sarbanes-Oxley Act, Tax Accounting, Social Media, International Tax, Big 4, Income Tax, Internal Controls
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2010
Bachelor of Science, Business Administration: Concentration in Accounting, Minor in Finance
Gilt Tech
Gilt Tech
Crush & Lovely December 2013 - Present
Girls Who Code January 2015 - June 2015
The Flatiron School June 2013 - August 2013
Ernst & Young January 2011 - March 2013
Eadie and Payne, LLP July 2010 - December 2010
UBS Wealth Management July 2009 - March 2010
UCR Audit & Advisory Office September 2009 - December 2009
Skills
Accounting, Tax, Financial Reporting, Finance, Microsoft Excel, Corporate Tax, Start-ups, Management, Social Media Marketing, Financial Analysis, Sinatra, Ruby, Ruby on Rails, US GAAP, JavaScript, GAAP, Auditing, Social Networking, Tax Preparation, Sarbanes-Oxley Act, Tax Accounting, Social Media, International Tax, Big 4, Income Tax, Internal Controls
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2010
Bachelor of Science, Business Administration: Concentration in Accounting, Minor in Finance
Gilt Tech
Gilt Tech
Claude Waelchli, CFA Claude Waelchli, CFA's UBS Wealth Management Experience December 2007 - January 2013
Job Executive Director at UBS
Industry Banking
Experience
UBS Financial Services Inc. June 2015 - Present
UBS Financial Services Inc. February 2013 - May 2015
UBS Wealth Management December 2007 - January 2013
Krauspartner Investment Solutions January 2005 - October 2007
Macrovision Consulting September 2004 - January 2005
Vontobel Asset Management January 2001 - September 2001
Education
CFA Institute 2009 — 2012
Chartered Financial Analyst (CFA)
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1998 — 2004
Master of Arts (MA), Economics and Finance
University of Cambridge 2002 — 2002
Certificate of Proficiency in English
UBS Financial Services Inc. June 2015 - Present
UBS Financial Services Inc. February 2013 - May 2015
UBS Wealth Management December 2007 - January 2013
Krauspartner Investment Solutions January 2005 - October 2007
Macrovision Consulting September 2004 - January 2005
Vontobel Asset Management January 2001 - September 2001
Education
CFA Institute 2009 — 2012
Chartered Financial Analyst (CFA)
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1998 — 2004
Master of Arts (MA), Economics and Finance
University of Cambridge 2002 — 2002
Certificate of Proficiency in English
Matthew Musgrave's UBS Wealth Management Experience May 2012 - August 2012
Job Liquidity Management Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs June 2013 - August 2014
Introduction to Finance January 2012 - August 2013
University of Colorado, Darley South Hall January 2011 - May 2013
UBS Wealth Management May 2012 - August 2012
Wells Fargo May 2011 - October 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Data Analysis, Analysis, Financial Modeling, Economics, VBA, Statistics
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance; Minor in Economics
Rocky Mountain High School 2005 — 2009
Goldman Sachs August 2014 - Present
Goldman Sachs June 2013 - August 2014
Introduction to Finance January 2012 - August 2013
University of Colorado, Darley South Hall January 2011 - May 2013
UBS Wealth Management May 2012 - August 2012
Wells Fargo May 2011 - October 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Data Analysis, Analysis, Financial Modeling, Economics, VBA, Statistics
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance; Minor in Economics
Rocky Mountain High School 2005 — 2009
John Nimock's UBS Wealth Management Experience January 1987 - Present
Job Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 1987 - Present
Education
University of Missouri-Columbia 1979 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
University of Colorado at Boulder 1976 — 1978
UBS Wealth Management January 1987 - Present
Education
University of Missouri-Columbia 1979 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
University of Colorado at Boulder 1976 — 1978
Christopher Bate's UBS Wealth Management Experience August 2010 - December 2010
Job at Continental Real Estate Companies
Industry Commercial Real Estate
Experience
Continental Real Estate Companies October 2014 - Present
Bayview Asset Management January 2014 - October 2014
University of Miami August 2012 - May 2014
Habitat for Humanity of Greater Miami June 2013 - August 2013
Fowler White Burnett August 2011 - November 2011
UBS Wealth Management August 2010 - December 2010
Skills
Risk Management, Microsoft Excel, Analysis, Analytical Skills, Time Management, Financial Accounting, Time Value of Money, Research, Microsoft Office, PowerPoint, Negotiation, Coordination, Marketing, Financial Modeling, Problem Solving, Financial Analysis, Capital Budgeting, Cash Flow Forecasting, Break-even Analysis, Finance
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Central Florida 2007 — 2011
Bachelor of Science (B.S.), Finance
Continental Real Estate Companies October 2014 - Present
Bayview Asset Management January 2014 - October 2014
University of Miami August 2012 - May 2014
Habitat for Humanity of Greater Miami June 2013 - August 2013
Fowler White Burnett August 2011 - November 2011
UBS Wealth Management August 2010 - December 2010
Skills
Risk Management, Microsoft Excel, Analysis, Analytical Skills, Time Management, Financial Accounting, Time Value of Money, Research, Microsoft Office, PowerPoint, Negotiation, Coordination, Marketing, Financial Modeling, Problem Solving, Financial Analysis, Capital Budgeting, Cash Flow Forecasting, Break-even Analysis, Finance
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Central Florida 2007 — 2011
Bachelor of Science (B.S.), Finance
Nicholas C. LoMaglio Nicholas C. LoMaglio's UBS Wealth Management Experience 2008 - Present
Job Account Vice President / Corporate Stock Benefit Consultant / Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management 2008 - Present
UBS Wealth Management 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2005 - 2005
Education
University of Dayton
Bachelor of Arts, Finance
St. Rita of Cascia
UBS Wealth Management 2008 - Present
UBS Wealth Management 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2005 - 2005
Education
University of Dayton
Bachelor of Arts, Finance
St. Rita of Cascia
Adam Feldman Adam Feldman's UBS Wealth Management Experience January 2011 - June 2011
Job System Administrator at Intertek Pharmaceutical Services
Industry Information Technology and Services
Experience
Intertek August 2015 - Present
LPL Financial March 2013 - January 2014
University of California, San Diego October 2009 - August 2012
UBS Wealth Management January 2011 - June 2011
UC San Diego September 2008 - June 2010
JPMorgan Chase March 2007 - August 2008
Dell May 2006 - January 2007
Skills
Statistics, Research, Customer Service, Econometrics, Economics, Microsoft Excel, Analysis, Computer Repair, Microsoft Office, Data Analysis, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Access, Finance, Direct Sales, Computer Maintenance, Windows XP, Windows 7, Nmap, Wireshark, Social Media, Social Networking, Public Speaking
Education
California Institute of Arts and Technology 2015 — 2015
CompTIA A+, CompTIA Network+, CompTIA Security+, Cisco Certified Network Associate (CCNA)
University of California, San Diego 2008 — 2012
Bachelors of Science, Economics minors Accounting & International Studies
Intertek August 2015 - Present
LPL Financial March 2013 - January 2014
University of California, San Diego October 2009 - August 2012
UBS Wealth Management January 2011 - June 2011
UC San Diego September 2008 - June 2010
JPMorgan Chase March 2007 - August 2008
Dell May 2006 - January 2007
Skills
Statistics, Research, Customer Service, Econometrics, Economics, Microsoft Excel, Analysis, Computer Repair, Microsoft Office, Data Analysis, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Access, Finance, Direct Sales, Computer Maintenance, Windows XP, Windows 7, Nmap, Wireshark, Social Media, Social Networking, Public Speaking
Education
California Institute of Arts and Technology 2015 — 2015
CompTIA A+, CompTIA Network+, CompTIA Security+, Cisco Certified Network Associate (CCNA)
University of California, San Diego 2008 — 2012
Bachelors of Science, Economics minors Accounting & International Studies
Judson Mock Judson Mock's UBS Wealth Management Experience October 1998 - September 2008
Job Financial Advisor, Vice President at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
UBS Wealth Management October 1998 - September 2008
Education
University of California, Santa Cruz
B.A., Politics
Merrill Lynch 2008 - Present
UBS Wealth Management October 1998 - September 2008
Education
University of California, Santa Cruz
B.A., Politics
Andrew Michael Machata, CRPC® Andrew Michael Machata, CRPC®'s UBS Wealth Management Experience May 2011 - November 2012
Job Portfolio Consultant at Charles Schwab Private Client
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
E*TRADE Financial November 2012 - February 2015
UBS Wealth Management May 2011 - November 2012
Merrill Lynch August 2008 - May 2011
Defense Contract Management Agency September 2007 - July 2008
United States Marine Corps May 2002 - May 2008
Education
University of Central Florida - College of Business Administration 2002 — 2008
BSBA, Finance, Business Economics
International Baccalaureate School at Bartow High School 1998 — 2002
International Baccalaureate Diploma
Charles Schwab February 2015 - Present
E*TRADE Financial November 2012 - February 2015
UBS Wealth Management May 2011 - November 2012
Merrill Lynch August 2008 - May 2011
Defense Contract Management Agency September 2007 - July 2008
United States Marine Corps May 2002 - May 2008
Education
University of Central Florida - College of Business Administration 2002 — 2008
BSBA, Finance, Business Economics
International Baccalaureate School at Bartow High School 1998 — 2002
International Baccalaureate Diploma
Jonathan Strelec's UBS Wealth Management Experience March 2014 - Present
Job Associate Director, Structured Solutions Development
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
UBS Wealth Management May 2013 - April 2014
UBS Wealth Management August 2011 - May 2013
J.P. Morgan June 2010 - August 2010
Skills
Bloomberg, Derivatives, Equities, Morningstar, Bloomberg Terminal, Wealth Management, Alternative Investments, Structured Products, Financial Analysis, Microsoft Excel, Visual Basic, Java, VBA, Financial Services, Asset Allocation
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
Passed Level III of the CFA Program
UBS Wealth Management March 2014 - Present
UBS Wealth Management May 2013 - April 2014
UBS Wealth Management August 2011 - May 2013
J.P. Morgan June 2010 - August 2010
Skills
Bloomberg, Derivatives, Equities, Morningstar, Bloomberg Terminal, Wealth Management, Alternative Investments, Structured Products, Financial Analysis, Microsoft Excel, Visual Basic, Java, VBA, Financial Services, Asset Allocation
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
Passed Level III of the CFA Program
Alexandra Youngman's UBS Wealth Management Experience January 2013 - May 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
PwC September 2015 - Present
PwC June 2014 - August 2014
Starwood Vacation Ownership May 2013 - April 2014
UBS Wealth Management January 2013 - May 2013
Skills
Teamwork, SAP, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Accounting, Team Leadership, Leadership, Finance, Forecasting, Financial Analysis, Financial Reporting
Education
Florida Atlantic University 2014 — 2015
Master's degree, Accounting
University of Central Florida 2010 — 2014
Bachelor's degree, Accounting and Finance
PwC September 2015 - Present
PwC September 2015 - Present
PwC June 2014 - August 2014
Starwood Vacation Ownership May 2013 - April 2014
UBS Wealth Management January 2013 - May 2013
Skills
Teamwork, SAP, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Accounting, Team Leadership, Leadership, Finance, Forecasting, Financial Analysis, Financial Reporting
Education
Florida Atlantic University 2014 — 2015
Master's degree, Accounting
University of Central Florida 2010 — 2014
Bachelor's degree, Accounting and Finance
Peter Hartwick Peter Hartwick's UBS Wealth Management Experience 2005 - 2009
Job Private Wealth Manager at Personal Financial Group, Inc
Industry Financial Services
Experience
Personal Financial Group, LLC 2009 - Present
Thomas P O'Sullivan Foundation 2008 - 2014
UBS Wealth Management 2005 - 2009
Sprint 1992 - 2004
Skills
Series 7, Series 66, Financial Advisory, Financial Services, Securities, Finance, Wealth, Wealth Management..., Program Management, Training, FINRA, Personal Finance, Portfolio Management, Strategic Financial..., Financial Planning
Education
University of Colorado Boulder
Bachelor of Science (BS), Electrical and Computer Engineering
University of Colorado Boulder
Master of Engineering (MEng)
Personal Financial Group, LLC 2009 - Present
Thomas P O'Sullivan Foundation 2008 - 2014
UBS Wealth Management 2005 - 2009
Sprint 1992 - 2004
Skills
Series 7, Series 66, Financial Advisory, Financial Services, Securities, Finance, Wealth, Wealth Management..., Program Management, Training, FINRA, Personal Finance, Portfolio Management, Strategic Financial..., Financial Planning
Education
University of Colorado Boulder
Bachelor of Science (BS), Electrical and Computer Engineering
University of Colorado Boulder
Master of Engineering (MEng)
Jeremiah Hunihan's UBS Wealth Management Experience May 2011 - December 2011
Job Client Relations Specialist
Industry Financial Services
Experience
Franklin Square Capital Partners May 2013 - Present
Jackson Wealth Management February 2012 - May 2013
UBS Wealth Management May 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Strategic Financial..., Accounting, Portfolio Management, Mutual Funds, Financial Planning, Asset Allocation, Alternative Investments, Customer Service, Series 7, Management
Education
University of Central Florida 2007 — 2011
Business, Finance
Franklin Square Capital Partners May 2013 - Present
Jackson Wealth Management February 2012 - May 2013
UBS Wealth Management May 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Strategic Financial..., Accounting, Portfolio Management, Mutual Funds, Financial Planning, Asset Allocation, Alternative Investments, Customer Service, Series 7, Management
Education
University of Central Florida 2007 — 2011
Business, Finance
Vincent Mangiere II's UBS Wealth Management Experience August 2012 - May 2013
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
Goldman Sachs 2013 - September 2014
UBS Wealth Management August 2012 - May 2013
Mount Pleasant Town Pool July 2006 - August 2012
Alpha Kappa Psi- Gamma Zeta August 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Social Media, Investments, Data Analysis, Customer Service, Analysis, Portfolio Management, Event Planning, Public Speaking, Market Research, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
B.S. degree, Business Administration; an; Finance
Leeds Council 2010 — 2011
Westlake High School 2005 — 2009
Morgan Stanley September 2014 - Present
Goldman Sachs 2013 - September 2014
UBS Wealth Management August 2012 - May 2013
Mount Pleasant Town Pool July 2006 - August 2012
Alpha Kappa Psi- Gamma Zeta August 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Social Media, Investments, Data Analysis, Customer Service, Analysis, Portfolio Management, Event Planning, Public Speaking, Market Research, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
B.S. degree, Business Administration; an; Finance
Leeds Council 2010 — 2011
Westlake High School 2005 — 2009
Daven Bhavsar Daven Bhavsar's UBS Wealth Management Experience November 2012 - February 2014
Job Kennedy Wilson
Industry Real Estate
Experience
Kennedy Wilson February 2014 - Present
UBS Wealth Management November 2012 - February 2014
Morgan Stanley Smith Barney October 2007 - November 2012
PricewaterhouseCoopers 2002 - 2006
Skills
Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Financial Analysis, Private Equity, Equities, Asset Managment, Investments, Fixed Income, Bloomberg, Equity Research, Capital Markets, Corporate Finance, Due Diligence, Strategic Financial...
Education
University of California, Santa Barbara 1998 — 2002
Kennedy Wilson February 2014 - Present
UBS Wealth Management November 2012 - February 2014
Morgan Stanley Smith Barney October 2007 - November 2012
PricewaterhouseCoopers 2002 - 2006
Skills
Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Financial Analysis, Private Equity, Equities, Asset Managment, Investments, Fixed Income, Bloomberg, Equity Research, Capital Markets, Corporate Finance, Due Diligence, Strategic Financial...
Education
University of California, Santa Barbara 1998 — 2002
Blaire Sussman Blaire Sussman's UBS Wealth Management Experience June 2009 - September 2009
Job at AG Jeans
Industry Internet
Experience
AG Jeans December 2012 - Present
Onestop Internet Inc. July 2010 - December 2012
Brand Central LLC March 2010 - June 2010
SurfMyAds.com, Inc. October 2009 - February 2010
UBS Wealth Management June 2009 - September 2009
Pi Beta Phi Sorority January 2008 - December 2008
Nordstrom June 2007 - September 2008
Skills
Marketing, Email Marketing, Social Media Marketing, Social Media, Blogging, Event Planning, Online Advertising, Advertising, Facebook, Google Analytics, Customer Service, E-commerce, Management, Press Releases, Web Analytics, Public Relations, CRM, Creative Direction, Google Adwords, Social Networking, Market Research, Online Marketing, PowerPoint, Outlook, Merchandising, Merchandise Planning, Project Planning, Project Management, User Experience Testing
Education
University of California, Santa Barbara 2006 — 2010
BA, Political Science, English
AG Jeans December 2012 - Present
Onestop Internet Inc. July 2010 - December 2012
Brand Central LLC March 2010 - June 2010
SurfMyAds.com, Inc. October 2009 - February 2010
UBS Wealth Management June 2009 - September 2009
Pi Beta Phi Sorority January 2008 - December 2008
Nordstrom June 2007 - September 2008
Skills
Marketing, Email Marketing, Social Media Marketing, Social Media, Blogging, Event Planning, Online Advertising, Advertising, Facebook, Google Analytics, Customer Service, E-commerce, Management, Press Releases, Web Analytics, Public Relations, CRM, Creative Direction, Google Adwords, Social Networking, Market Research, Online Marketing, PowerPoint, Outlook, Merchandising, Merchandise Planning, Project Planning, Project Management, User Experience Testing
Education
University of California, Santa Barbara 2006 — 2010
BA, Political Science, English
Ryan Howat, CPA, MSA Ryan Howat, CPA, MSA's UBS Wealth Management Experience March 2006 - December 2006
Job Assistant Vice President Securities Processing Manager at Citi
Industry Accounting
Experience
Citi August 2013 - Present
SolarCity January 2012 - August 2013
Sensiba San Filippo LLP September 2007 - November 2011
CBIZ MHM, LLC January 2007 - April 2007
Hinds Financial Group May 2006 - December 2006
UBS Wealth Management March 2006 - December 2006
Inns of Distinction May 2003 - August 2003
Skills
Auditing, Team Oriented, Attention To Detail, Completion Focused, Process Improvement, Building Strong Teams, Staff Mentoring, 401(k) Audits, Accounts Payable, Internal Controls, Accounting, GAAP, Team-oriented, Financial Analysis, Risk Assessment, Valuation, CPA, Analysis, Tax, Private Equity, Start-ups, Cash Flow
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2007
MSA, Accounting - Audit
University of Colorado Boulder - Leeds School of Business 2002 — 2007
BS, Finance
Citi August 2013 - Present
SolarCity January 2012 - August 2013
Sensiba San Filippo LLP September 2007 - November 2011
CBIZ MHM, LLC January 2007 - April 2007
Hinds Financial Group May 2006 - December 2006
UBS Wealth Management March 2006 - December 2006
Inns of Distinction May 2003 - August 2003
Skills
Auditing, Team Oriented, Attention To Detail, Completion Focused, Process Improvement, Building Strong Teams, Staff Mentoring, 401(k) Audits, Accounts Payable, Internal Controls, Accounting, GAAP, Team-oriented, Financial Analysis, Risk Assessment, Valuation, CPA, Analysis, Tax, Private Equity, Start-ups, Cash Flow
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2007
MSA, Accounting - Audit
University of Colorado Boulder - Leeds School of Business 2002 — 2007
BS, Finance
Jason Capone, CFP® Jason Capone, CFP®'s UBS Wealth Management Experience 2006 - 2006
Job
Industry Financial Services
Experience
Wintrust Wealth Management January 2014 - Present
Wintrust Wealth Management July 2007 - Present
UBS Wealth Management 2006 - 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Equities, Asset Managment, Fixed Income, Estate Planning, Securities, Insurance, Managed Money
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance
Wintrust Wealth Management January 2014 - Present
Wintrust Wealth Management July 2007 - Present
UBS Wealth Management 2006 - 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Equities, Asset Managment, Fixed Income, Estate Planning, Securities, Insurance, Managed Money
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance
Todd James McVey Todd James McVey's UBS Wealth Management Experience November 1997 - March 2004
Job Chief Executive Officer/Founder at Rock n Stocks
Industry Financial Services
Experience
Rock n Stocks January 2015 - Present
Jeffrey Gottfurcht Children's Arthritis Foundation August 2010 - Present
Momentum Funds January 2005 - Present
McVey Capital Management January 2004 - January 2005
UBS Wealth Management November 1997 - March 2004
Skills
Series 7, RIA, Investments, Portfolio Management, Wealth Management, Capital Markets, Alternative Investments, Financial Modeling, Asset Management, Mergers, Equities, Hedge Funds, Options, Retirement Planning, Start-ups, Financial Planning, Financial Analysis, Business Strategy, Risk Management, Private Equity, Investment Banking, Business Planning, Technical Analysis, Securities, Strategic Planning, Venture Capital, Bloomberg, Management Consulting, New Business Development, Valuation, Asset Allocation, Banking, Trading, Investment Strategies, Mergers & Acquisitions, Financial Services, Executive Management, Finance, Emerging Markets, Corporate Development, Due Diligence, Corporate Finance, Strategic Financial...
Education
University of San Francisco 1991 — 1995
B.S., Business Finance
University of Colorado Boulder
Banking and Financial Support Services
Menlo Atherton
Rock n Stocks January 2015 - Present
Jeffrey Gottfurcht Children's Arthritis Foundation August 2010 - Present
Momentum Funds January 2005 - Present
McVey Capital Management January 2004 - January 2005
UBS Wealth Management November 1997 - March 2004
Skills
Series 7, RIA, Investments, Portfolio Management, Wealth Management, Capital Markets, Alternative Investments, Financial Modeling, Asset Management, Mergers, Equities, Hedge Funds, Options, Retirement Planning, Start-ups, Financial Planning, Financial Analysis, Business Strategy, Risk Management, Private Equity, Investment Banking, Business Planning, Technical Analysis, Securities, Strategic Planning, Venture Capital, Bloomberg, Management Consulting, New Business Development, Valuation, Asset Allocation, Banking, Trading, Investment Strategies, Mergers & Acquisitions, Financial Services, Executive Management, Finance, Emerging Markets, Corporate Development, Due Diligence, Corporate Finance, Strategic Financial...
Education
University of San Francisco 1991 — 1995
B.S., Business Finance
University of Colorado Boulder
Banking and Financial Support Services
Menlo Atherton
Alyssa Shelton's UBS Wealth Management Experience June 2015 - Present
Job Client Service Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Edwards Financial Services February 2014 - August 2014
Education
University of Central Florida 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Wealth Management June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Edwards Financial Services February 2014 - August 2014
Education
University of Central Florida 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Ludwicki's UBS Wealth Management Experience June 2014 - August 2014
Job Operations Analyst Development Program J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2014 - Present
UBS Wealth Management June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
University of Delaware- Student Centers August 2013 - May 2014
The Planning Studio January 2014 - April 2014
Skills
Financial Analysis, Financial Planning, Retirement Planning, Client Services, Microsoft Excel, Microsoft Office, Event Management, Social Media Marketing
Education
University of Delaware 2012 — 2015
Bachelor of Science (BS), Finance
St. Anthony's High School 2008 — 2012
J.P. Morgan November 2014 - Present
UBS Wealth Management June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
University of Delaware- Student Centers August 2013 - May 2014
The Planning Studio January 2014 - April 2014
Skills
Financial Analysis, Financial Planning, Retirement Planning, Client Services, Microsoft Excel, Microsoft Office, Event Management, Social Media Marketing
Education
University of Delaware 2012 — 2015
Bachelor of Science (BS), Finance
St. Anthony's High School 2008 — 2012
Sarah Lord Sarah Lord's UBS Wealth Management Experience August 2014 - December 2014
Job YearLong Intern at Young Life's SharpTop Cove
Industry Nonprofit Organization Management
Experience
Young Life September 2015 - Present
Young Life May 2015 - August 2015
UBS Wealth Management August 2014 - December 2014
Young Life June 2014 - August 2014
Young Life May 2013 - August 2013
Realty Trust Group June 2012 - August 2012
Vanderbilt University June 2012 - August 2012
Skills
Mathematics, Organizational..., SWOT analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Leading Meetings, Team Leadership, Project Management, Change Management, Curriculum Development
Education
Vanderbilt University 2011 — 2015
Bachelor's Degree, Human & Organizational Development, Mathematics, Senior
University of Cape Town
Study Abroad, 5 month service-learning program
Young Life September 2015 - Present
Young Life May 2015 - August 2015
UBS Wealth Management August 2014 - December 2014
Young Life June 2014 - August 2014
Young Life May 2013 - August 2013
Realty Trust Group June 2012 - August 2012
Vanderbilt University June 2012 - August 2012
Skills
Mathematics, Organizational..., SWOT analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Leading Meetings, Team Leadership, Project Management, Change Management, Curriculum Development
Education
Vanderbilt University 2011 — 2015
Bachelor's Degree, Human & Organizational Development, Mathematics, Senior
University of Cape Town
Study Abroad, 5 month service-learning program
Marcus Paart's UBS Wealth Management Experience June 2014 - August 2014
Job Executive Sales/Guest Experience Intern at Target
Industry Financial Services
Experience
Target June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Target June 2013 - August 2013
Harrow Sports May 2012 - June 2012
Education
The University of Connecticut 2012 — 2016
Bachelor of Arts (B.A.), Economics
Greenwich High School 2008 — 2012
Target June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Target June 2013 - August 2013
Harrow Sports May 2012 - June 2012
Education
The University of Connecticut 2012 — 2016
Bachelor of Arts (B.A.), Economics
Greenwich High School 2008 — 2012
Andrew W. Payne, CFP® Andrew W. Payne, CFP®'s UBS Wealth Management Experience August 2011 - Present
Job First Vice President Wealth Management, Certified Financial Planner TM, Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management August 2011 - Present
Sun Life Financial October 2008 - August 2011
Education
Boston University 2010 — 2011
Financial Planning
University of Connecticut 2004 — 2008
General Studies, Business/Finance
UBS Wealth Management August 2011 - Present
Sun Life Financial October 2008 - August 2011
Education
Boston University 2010 — 2011
Financial Planning
University of Connecticut 2004 — 2008
General Studies, Business/Finance
Elana Sears Elana Sears's UBS Wealth Management Experience January 2012 - May 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Accelerator Business Institute June 2011 - June 2011
Skills
Equities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Bloomberg Terminal
Education
Vanderbilt University 2009 — 2013
Bachelor of Science (B.S.), Human & Organizational Development; International Business
University of Cape Town 2011 — 2011
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Accelerator Business Institute June 2011 - June 2011
Skills
Equities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Bloomberg Terminal
Education
Vanderbilt University 2009 — 2013
Bachelor of Science (B.S.), Human & Organizational Development; International Business
University of Cape Town 2011 — 2011
catherine oakford catherine oakford's UBS Wealth Management Experience December 2008 - March 2010
Job Vice President, Corporate Access at BMO Capital Markets
Industry Events Services
Experience
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
Jesse Mullins, CRC® Jesse Mullins, CRC®'s UBS Wealth Management Experience February 1999 - May 2009
Job Senior Financial Advisor WatchPoint Financial Group, LLC.
Industry Financial Services
Experience
Watchpoint Financial Group May 2009 - Present
UBS Wealth Management February 1999 - May 2009
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Insurance, Investment Strategies, Financial Advisory, Securities, 401k, Life Insurance, Wealth Management...
Education
University of Cincinnati College of Business 1997 — 2002
bachelor, fincance and international business
Walnut Hills High School 1992 — 1996
Watchpoint Financial Group May 2009 - Present
UBS Wealth Management February 1999 - May 2009
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Insurance, Investment Strategies, Financial Advisory, Securities, 401k, Life Insurance, Wealth Management...
Education
University of Cincinnati College of Business 1997 — 2002
bachelor, fincance and international business
Walnut Hills High School 1992 — 1996
Kendall Reyes Kendall Reyes's UBS Wealth Management Experience February 2009 - April 2009
Job Account Manager at ROAR A Publicis Groupe Solution
Industry Marketing and Advertising
Experience
ROAR - A Publicis Groupe Solution March 2015 - Present
Huge June 2013 - March 2015
AKQA March 2011 - May 2013
Digitas December 2009 - February 2011
TransPerfect Translations June 2009 - November 2009
UBS Wealth Management February 2009 - April 2009
The Strategic Agency June 2007 - December 2008
McDonald's LPGA Championship February 2007 - June 2007
Skills
Digital Marketing, Social Media, Marketing, Online Advertising, Event Planning, Integrated Marketing, Sponsorship, Management, Sports Marketing, Advertising, Account Management, Marketing Strategy, Event Management, Strategic Partnerships, Digital Strategy, Brand Management, Digital Media, Mobile Marketing, Interactive Marketing, Email Marketing, Media Planning
Education
University of Delaware
Bachelor of Science, Sports Management, Minor: Legal Studies
ROAR - A Publicis Groupe Solution March 2015 - Present
Huge June 2013 - March 2015
AKQA March 2011 - May 2013
Digitas December 2009 - February 2011
TransPerfect Translations June 2009 - November 2009
UBS Wealth Management February 2009 - April 2009
The Strategic Agency June 2007 - December 2008
McDonald's LPGA Championship February 2007 - June 2007
Skills
Digital Marketing, Social Media, Marketing, Online Advertising, Event Planning, Integrated Marketing, Sponsorship, Management, Sports Marketing, Advertising, Account Management, Marketing Strategy, Event Management, Strategic Partnerships, Digital Strategy, Brand Management, Digital Media, Mobile Marketing, Interactive Marketing, Email Marketing, Media Planning
Education
University of Delaware
Bachelor of Science, Sports Management, Minor: Legal Studies
James Barbuto James Barbuto's UBS Wealth Management Experience May 2014 - Present
Job Real Estate Project Manager at UBS
Industry Real Estate
Experience
UBS Wealth Management May 2014 - Present
UBS Wealth Management August 2012 - July 2014
Connecticut Department of Consumer Protection May 2011 - January 2012
Skills
PowerPoint, Word, Excel, Customer Service, Finance, Management, Real Estate, Training, Time Management, Access, Facebook, Microsoft Office, SPSS, Social Media, Event Management, Microsoft Publisher, Financial Analysis, Microsoft Excel, Market Research
Education
The University of Connecticut 2008 — 2012
Bachelor of Business Administration, Real Estate and Urban Economics
UBS Wealth Management May 2014 - Present
UBS Wealth Management August 2012 - July 2014
Connecticut Department of Consumer Protection May 2011 - January 2012
Skills
PowerPoint, Word, Excel, Customer Service, Finance, Management, Real Estate, Training, Time Management, Access, Facebook, Microsoft Office, SPSS, Social Media, Event Management, Microsoft Publisher, Financial Analysis, Microsoft Excel, Market Research
Education
The University of Connecticut 2008 — 2012
Bachelor of Business Administration, Real Estate and Urban Economics
Michael Yudowitch Michael Yudowitch's UBS Wealth Management Experience May 2007 - May 2008
Job Buyside Credit Analyst
Industry Financial Services
Experience
Silvermine Capital Management August 2014 - Present
Doral Bank December 2013 - August 2014
Moody's Investors Service July 2011 - December 2013
Trillium Trading, LLC September 2009 - November 2010
JPMorgan Asset Management June 2008 - August 2008
UBS Wealth Management May 2007 - May 2008
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, High Yield, Financial Markets, Capital Markets, Bloomberg, Equities, Bloomberg Terminal, Mutual Funds, Financial Analysis, Fixed Income, Valuation, Bonds, Analysis, Hedge Funds, Investments, Securities, Asset Managment, Emerging Markets, Credit, Portfolio Management, Corporate Finance
Education
The University of Connecticut 2005 — 2009
B.S, Finance
South Windsor High
Silvermine Capital Management August 2014 - Present
Doral Bank December 2013 - August 2014
Moody's Investors Service July 2011 - December 2013
Trillium Trading, LLC September 2009 - November 2010
JPMorgan Asset Management June 2008 - August 2008
UBS Wealth Management May 2007 - May 2008
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, High Yield, Financial Markets, Capital Markets, Bloomberg, Equities, Bloomberg Terminal, Mutual Funds, Financial Analysis, Fixed Income, Valuation, Bonds, Analysis, Hedge Funds, Investments, Securities, Asset Managment, Emerging Markets, Credit, Portfolio Management, Corporate Finance
Education
The University of Connecticut 2005 — 2009
B.S, Finance
South Windsor High
Betty Mao's UBS Wealth Management Experience March 2010 - June 2011
Job Revenue and Partner Operations at Twitter
Industry Marketing and Advertising
Experience
Twitter January 2015 - Present
iCrossing October 2014 - January 2015
iCrossing August 2013 - October 2014
Adconion Direct June 2012 - June 2013
UBS Wealth Management March 2010 - June 2011
Skills
Online Marketing..., Microsoft Excel, Marketing Analytics, Google Adwords, Digital Strategy, Paid Search Strategy, Social Media, SEM, Financial Modeling, Leadership, Paid Search Campaigns, Email Marketing, Microsoft Office, Financial Analysis, MSN AdCenter, Data Analytics, Digital Marketing, B2B Marketing, B2C marketing
Education
University of California, San Diego 2008 — 2012
B.A.
University of California, San Diego Extension 2011 — 2012
Certificate
Lynbrook High School 2004 — 2008
Twitter January 2015 - Present
iCrossing October 2014 - January 2015
iCrossing August 2013 - October 2014
Adconion Direct June 2012 - June 2013
UBS Wealth Management March 2010 - June 2011
Skills
Online Marketing..., Microsoft Excel, Marketing Analytics, Google Adwords, Digital Strategy, Paid Search Strategy, Social Media, SEM, Financial Modeling, Leadership, Paid Search Campaigns, Email Marketing, Microsoft Office, Financial Analysis, MSN AdCenter, Data Analytics, Digital Marketing, B2B Marketing, B2C marketing
Education
University of California, San Diego 2008 — 2012
B.A.
University of California, San Diego Extension 2011 — 2012
Certificate
Lynbrook High School 2004 — 2008
Justin Krane, CFP®'s UBS Wealth Management Experience June 1995 - January 2008
Job Financial Life Planner | President, Krane Financial Solutions www.kranefinancialsolutions.com
Industry Financial Services
Experience
Krane Financial Solutions February 2008 - Present
UBS Wealth Management June 1995 - January 2008
Education
University of Colorado Boulder 1990 — 1994
Krane Financial Solutions February 2008 - Present
UBS Wealth Management June 1995 - January 2008
Education
University of Colorado Boulder 1990 — 1994
Gregrey Thomas Gregrey Thomas's UBS Wealth Management Experience December 2006 - October 2007
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of Macquarie Group October 2007 - Present
UBS Wealth Management December 2006 - October 2007
UBS Wealth Management May 2003 - December 2006
UBS Wealth Management September 2000 - May 2003
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Separately Managed..., Wealth Management, Investments, Asset Management, Investment Strategies, Series 65, Series 6, ETFs, Securities, Investment Advisory, Retirement Planning, Fixed Income, Equities, Portfolio Management, Retirement
Education
University of Colorado Boulder 1994 — 1998
B.S., Business Administration, Finance
Delaware Investments, a member of Macquarie Group October 2007 - Present
UBS Wealth Management December 2006 - October 2007
UBS Wealth Management May 2003 - December 2006
UBS Wealth Management September 2000 - May 2003
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Separately Managed..., Wealth Management, Investments, Asset Management, Investment Strategies, Series 65, Series 6, ETFs, Securities, Investment Advisory, Retirement Planning, Fixed Income, Equities, Portfolio Management, Retirement
Education
University of Colorado Boulder 1994 — 1998
B.S., Business Administration, Finance
Jaime McLaughlin Jaime McLaughlin's UBS Wealth Management Experience 2005 - 2006
Job Current stay at home mom; Former Business Development and Marketing Executive
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 2006 - 2010
UBS Wealth Management 2005 - 2006
UBS Wealth Management 2003 - 2005
UBS Wealth Management 2001 - 2003
Paine Webber 1999 - 2001
Skills
New Business Development, Marketing Strategy, Training & Development, Campaign Execution, Series 7, Wealth Management, Banking, Product Management, Series 63, Marketing Communications, Business Development, Campaigns, Employee Training, Leadership, Management, Strategy, Marketing
Education
University of Delaware 1995 — 1999
BS, Business Marketing
Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 2006 - 2010
UBS Wealth Management 2005 - 2006
UBS Wealth Management 2003 - 2005
UBS Wealth Management 2001 - 2003
Paine Webber 1999 - 2001
Skills
New Business Development, Marketing Strategy, Training & Development, Campaign Execution, Series 7, Wealth Management, Banking, Product Management, Series 63, Marketing Communications, Business Development, Campaigns, Employee Training, Leadership, Management, Strategy, Marketing
Education
University of Delaware 1995 — 1999
BS, Business Marketing
Kevin McKinlay Kevin McKinlay's UBS Wealth Management Experience February 2000 - September 2001
Job National Sales Manager
Industry Telecommunications
Experience
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Will Benoit, CFP®, CRPC® Will Benoit, CFP®, CRPC®'s UBS Wealth Management Experience September 2006 - Present
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management September 2006 - Present
Education
University of Dayton 2002 — 2006
BS, Finance
St. Xavier High School 1998 — 2002
UBS Wealth Management September 2006 - Present
Education
University of Dayton 2002 — 2006
BS, Finance
St. Xavier High School 1998 — 2002
Anthony Hollick Anthony Hollick's UBS Wealth Management Experience January 2013 - May 2013
Job Mutual Fund Analyst at Griffin Capital Corporation
Industry Financial Services
Experience
Griffin Capital Corporation June 2014 - Present
Hollick Imports August 2011 - January 2015
Viterra November 2013 - June 2014
UBS Wealth Management January 2013 - May 2013
Fleet Energy Ltd. December 2012 - January 2013
Ensign Energy Services May 2012 - September 2012
Advance Drilling Rig #10 July 2010 - August 2010
Wake Ride Pool Construction (2010) July 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Economics, Market Research, Marketing, Budgets, Public Speaking, Project Management, Business Development, Business Strategy, Business Analysis, Committed to..., Investment Strategies, Risk Management, Investment Banking, Real Estate, Real Estate Development, Entrepreneurship, Financial Modeling, Investments, Negotiation
Education
University of Central Florida - College of Business Administration 2011 — 2013
Finance, Finance
Options Industry Council Education 2011 — 2011
Options Industry Council EducaAdvance option strategies course, Option derivatives/Finance
Canadian Securities Institute 2010 — 2011
Canadian Securities Course, Canadian Securities Course
Lake-Sumter Community College 2009 — 2010
Associate of Arts, Business
Griffin Capital Corporation June 2014 - Present
Hollick Imports August 2011 - January 2015
Viterra November 2013 - June 2014
UBS Wealth Management January 2013 - May 2013
Fleet Energy Ltd. December 2012 - January 2013
Ensign Energy Services May 2012 - September 2012
Advance Drilling Rig #10 July 2010 - August 2010
Wake Ride Pool Construction (2010) July 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Economics, Market Research, Marketing, Budgets, Public Speaking, Project Management, Business Development, Business Strategy, Business Analysis, Committed to..., Investment Strategies, Risk Management, Investment Banking, Real Estate, Real Estate Development, Entrepreneurship, Financial Modeling, Investments, Negotiation
Education
University of Central Florida - College of Business Administration 2011 — 2013
Finance, Finance
Options Industry Council Education 2011 — 2011
Options Industry Council EducaAdvance option strategies course, Option derivatives/Finance
Canadian Securities Institute 2010 — 2011
Canadian Securities Course, Canadian Securities Course
Lake-Sumter Community College 2009 — 2010
Associate of Arts, Business
Pam McComas CFP®'s UBS Wealth Management Experience August 2010 - September 2014
Job Managing Director/Branch Manager at Raymond James Financial, Inc.
Industry Investment Management
Experience
UBS Wealth Management August 2010 - September 2014
Morgan Stanley June 2009 - August 2010
Smith Barney September 2000 - May 2009
Merrill Lynch January 1976 - October 1984
Skills
Hedge Funds, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments, Financial Planning, Asset Allocation, Series 63, Securities, Management, Wealth Management, Financial Services, Financial Advisory, Risk Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of California, Santa Barbara 1982 — 1986
UBS Wealth Management August 2010 - September 2014
Morgan Stanley June 2009 - August 2010
Smith Barney September 2000 - May 2009
Merrill Lynch January 1976 - October 1984
Skills
Hedge Funds, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments, Financial Planning, Asset Allocation, Series 63, Securities, Management, Wealth Management, Financial Services, Financial Advisory, Risk Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of California, Santa Barbara 1982 — 1986
Javier Elias Lopez's UBS Wealth Management Experience September 2014 - August 2015
Job Branch Manager
Industry Financial Services
Experience
Citi August 2015 - Present
UBS Wealth Management September 2014 - August 2015
PNC September 2013 - August 2014
PNC April 2011 - September 2013
Wells Fargo September 2010 - April 2011
JPMorgan Chase September 2009 - September 2010
JPMorgan Chase July 2008 - September 2009
Skills
Financial Services, Small Business Lending, Relationship Management, Management, Loans, Retail Banking, Banking, Credit, Finance, Consumer Lending, Customer Service, Risk Management, Financial Analysis
Education
The University of Connecticut 2003 — 2007
Prospective BA, Economics
Harrison High School 1999 — 2003
General Education
Citi August 2015 - Present
UBS Wealth Management September 2014 - August 2015
PNC September 2013 - August 2014
PNC April 2011 - September 2013
Wells Fargo September 2010 - April 2011
JPMorgan Chase September 2009 - September 2010
JPMorgan Chase July 2008 - September 2009
Skills
Financial Services, Small Business Lending, Relationship Management, Management, Loans, Retail Banking, Banking, Credit, Finance, Consumer Lending, Customer Service, Risk Management, Financial Analysis
Education
The University of Connecticut 2003 — 2007
Prospective BA, Economics
Harrison High School 1999 — 2003
General Education
Lindsey Travers Lindsey Travers's UBS Wealth Management Experience May 2007 - August 2007
Job Finance, Company Planning at Gap Inc.
Industry Financial Services
Experience
Gap Inc./Banana Republic November 2013 - Present
Williams-Sonoma, Inc. September 2013 - November 2013
Williams-Sonoma, Inc. December 2010 - September 2013
FactSet Research Systems September 2008 - December 2010
UBS Wealth Management May 2007 - August 2007
Skills
SQL Server, Microsoft Access, Oracle Enterprise..., Factset, Microsoft Office, Financial Modeling, Management, Portfolio Management, Business Strategy, Microsoft SQL Server, Data Analysis, Equities, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Gap Inc./Banana Republic November 2013 - Present
Williams-Sonoma, Inc. September 2013 - November 2013
Williams-Sonoma, Inc. December 2010 - September 2013
FactSet Research Systems September 2008 - December 2010
UBS Wealth Management May 2007 - August 2007
Skills
SQL Server, Microsoft Access, Oracle Enterprise..., Factset, Microsoft Office, Financial Modeling, Management, Portfolio Management, Business Strategy, Microsoft SQL Server, Data Analysis, Equities, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Alexander Choi Alexander Choi's UBS Wealth Management Experience January 2013 - July 2013
Job Associated Students Social Sciences Senator
Industry Financial Services
Experience
Century City Physical Therapy and Advanced Therapy Institute November 2013 - Present
Golf July 2012 - November 2013
UBS Wealth Management January 2013 - July 2013
Northwestern Mutual September 2011 - June 2012
Associated Students of UC San Diego April 2011 - June 2012
Hollister Co. January 2011 - September 2011
Skills
Fluent English, Fluent Korean, Microsoft Office, Leadership, English, Public Speaking, PowerPoint, Politics, Teaching, Event Planning, Social Networking
Education
University of California, San Diego 2008 — 2012
Bachelor's, Political Science, 3.4
University of California, San Diego 2008 — 2012
Bachelor's, Political Science
Beverly Hills High School 2004 — 2008
High School Degree
Century City Physical Therapy and Advanced Therapy Institute November 2013 - Present
Golf July 2012 - November 2013
UBS Wealth Management January 2013 - July 2013
Northwestern Mutual September 2011 - June 2012
Associated Students of UC San Diego April 2011 - June 2012
Hollister Co. January 2011 - September 2011
Skills
Fluent English, Fluent Korean, Microsoft Office, Leadership, English, Public Speaking, PowerPoint, Politics, Teaching, Event Planning, Social Networking
Education
University of California, San Diego 2008 — 2012
Bachelor's, Political Science, 3.4
University of California, San Diego 2008 — 2012
Bachelor's, Political Science
Beverly Hills High School 2004 — 2008
High School Degree
Naader Banki's UBS Wealth Management Experience September 2010 - December 2010
Job Summer Associate at Manatt, Phelps & Phillips, LLP
Industry Law Practice
Experience
Manatt, Phelps & Phillips, LLP May 2015 - August 2015
Insomniac Events May 2014 - May 2015
Coro Southern California September 2012 - June 2013
Academy of Business Leadership June 2012 - August 2012
PET Project: Practicing Entrepreneurship with Trojans September 2011 - July 2012
Phi Delta Theta California Delta November 2010 - January 2012
Huron Law September 2011 - December 2011
Dim Mak Records May 2011 - August 2011
Underground Films May 2011 - August 2011
UBS Wealth Management September 2010 - December 2010
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Research, Event Planning, Microsoft Word, Public Speaking, Entrepreneurship, Facebook, Social Networking, Fundraising, Management, Sales, Persian, Leadership Development, Social Media Marketing
Education
USC Gould School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Southern California 2009 — 2012
Bachelor of Arts (B.A.), Cultural & Biological Anthropology
University of California, Santa Barbara 2007 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
Windward High School
Manatt, Phelps & Phillips, LLP May 2015 - August 2015
Insomniac Events May 2014 - May 2015
Coro Southern California September 2012 - June 2013
Academy of Business Leadership June 2012 - August 2012
PET Project: Practicing Entrepreneurship with Trojans September 2011 - July 2012
Phi Delta Theta California Delta November 2010 - January 2012
Huron Law September 2011 - December 2011
Dim Mak Records May 2011 - August 2011
Underground Films May 2011 - August 2011
UBS Wealth Management September 2010 - December 2010
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Research, Event Planning, Microsoft Word, Public Speaking, Entrepreneurship, Facebook, Social Networking, Fundraising, Management, Sales, Persian, Leadership Development, Social Media Marketing
Education
USC Gould School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Southern California 2009 — 2012
Bachelor of Arts (B.A.), Cultural & Biological Anthropology
University of California, Santa Barbara 2007 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
Windward High School
Michael Chandiramani's UBS Wealth Management Experience May 2012 - Present
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management May 2012 - Present
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Finance
UBS Wealth Management May 2012 - Present
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Finance
Corey Vance's UBS Wealth Management Experience May 2014 - December 2014
Job National Sales Manager at Mueller Field Operations, Inc.
Industry Construction
Experience
Mueller Field Operations, Inc. June 2015 - Present
University of Central Missouri December 2013 - May 2015
UBS Wealth Management May 2014 - December 2014
The Buckle January 2014 - May 2014
Walmart December 2011 - April 2012
Walmart March 2011 - April 2012
Walmart December 2010 - March 2011
Walmart May 2010 - December 2010
Walmart December 2009 - December 2010
Skills
Marketing, Social Media, Leadership, Customer Service, Social Networking, Sales, Teamwork, Management, Public Speaking, Advertising, Marketing Communications, Project Management, Social Media Marketing, Marketing Strategy, Sales Process, Cold Calling
Education
University of Central Missouri 2011 — 2015
Bachelor of Science in Business Administration, General Sales, Merchandising and Related Marketing Operations
Benton County R-1
Benton County R-1
Mueller Field Operations, Inc. June 2015 - Present
University of Central Missouri December 2013 - May 2015
UBS Wealth Management May 2014 - December 2014
The Buckle January 2014 - May 2014
Walmart December 2011 - April 2012
Walmart March 2011 - April 2012
Walmart December 2010 - March 2011
Walmart May 2010 - December 2010
Walmart December 2009 - December 2010
Skills
Marketing, Social Media, Leadership, Customer Service, Social Networking, Sales, Teamwork, Management, Public Speaking, Advertising, Marketing Communications, Project Management, Social Media Marketing, Marketing Strategy, Sales Process, Cold Calling
Education
University of Central Missouri 2011 — 2015
Bachelor of Science in Business Administration, General Sales, Merchandising and Related Marketing Operations
Benton County R-1
Benton County R-1
Christopher M. Chuck's UBS Wealth Management Experience August 2012 - December 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Alpha Kappa Psi April 2014 - Present
CNL Financial Group August 2014 - December 2014
BNY Mellon April 2013 - July 2014
UBS Wealth Management August 2012 - December 2012
Alpha Kappa Psi April 2012 - November 2012
Lockheed Martin July 2011 - July 2012
Alpha Kappa Psi November 2011 - March 2012
University of Central Florida June 2011 - September 2011
Raymond James Financial Inc. December 2010 - December 2010
Skills
Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Finance, Team Building, Budgets, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Microsoft Excel, Microsoft Word, Teamwork, Management, Group Management, Financial Modeling, Analytical Abilities, Public Relations, Project Planning, Market Research, Outlook, Presentations, Portfolio Management, Creativity Skills, Analytical Models, Investments, Customer Service, Social Networking, Group Development, Networking, Access, Microsoft Office, Equities, Mutual Funds, Valuation, Marketing Effectiveness, Marketing, Fundraising, Strategic Planning, Data Analysis, Forecasting, Accounting, Risk Management, Analysis, Time Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Arts (B.A.), Finance
Lake Sumter Community College 2005 — 2009
Associate of Arts, Engineering
Northwestern Mutual January 2015 - Present
Alpha Kappa Psi April 2014 - Present
CNL Financial Group August 2014 - December 2014
BNY Mellon April 2013 - July 2014
UBS Wealth Management August 2012 - December 2012
Alpha Kappa Psi April 2012 - November 2012
Lockheed Martin July 2011 - July 2012
Alpha Kappa Psi November 2011 - March 2012
University of Central Florida June 2011 - September 2011
Raymond James Financial Inc. December 2010 - December 2010
Skills
Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Finance, Team Building, Budgets, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Microsoft Excel, Microsoft Word, Teamwork, Management, Group Management, Financial Modeling, Analytical Abilities, Public Relations, Project Planning, Market Research, Outlook, Presentations, Portfolio Management, Creativity Skills, Analytical Models, Investments, Customer Service, Social Networking, Group Development, Networking, Access, Microsoft Office, Equities, Mutual Funds, Valuation, Marketing Effectiveness, Marketing, Fundraising, Strategic Planning, Data Analysis, Forecasting, Accounting, Risk Management, Analysis, Time Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Arts (B.A.), Finance
Lake Sumter Community College 2005 — 2009
Associate of Arts, Engineering
Alexander Lamers's UBS Wealth Management Experience June 2014 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Skills
Microsoft Office, Microsoft Word, Customer Service, Finance, Investments, Social Media, Research
Education
University of Cincinnati College of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Wealth Management June 2014 - Present
Skills
Microsoft Office, Microsoft Word, Customer Service, Finance, Investments, Social Media, Research
Education
University of Cincinnati College of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Hunter Faubion Hunter Faubion's UBS Wealth Management Experience May 2012 - August 2012
Job MBA Candidate and Graduate Assistant at University of Florida
Industry Financial Services
Experience
University of Florida: Hough Graduate School of Business June 2015 - Present
Bank of America Merrill Lynch March 2014 - May 2015
Campus Crest September 2013 - March 2014
Bank of America July 2013 - September 2013
Allstate December 2012 - May 2013
UBS Wealth Management May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Marcus & Millichap January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Public Speaking, Variance Analysis, Leadership, Insurance, Financial Modeling, Hyperion, SAP, Essbase, EDW, Bloomberg Terminal, Financial Markets, Forward Thinking, Insurance Risk, Analysis, First Aid, CPR Certified, Commercial Real Estate
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance, Real Estate
University of Central Florida 2008 — 2012
Bachelor of Science, Finance
Bishop Verot High School 2004 — 2008
University of Florida: Hough Graduate School of Business June 2015 - Present
Bank of America Merrill Lynch March 2014 - May 2015
Campus Crest September 2013 - March 2014
Bank of America July 2013 - September 2013
Allstate December 2012 - May 2013
UBS Wealth Management May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Marcus & Millichap January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Public Speaking, Variance Analysis, Leadership, Insurance, Financial Modeling, Hyperion, SAP, Essbase, EDW, Bloomberg Terminal, Financial Markets, Forward Thinking, Insurance Risk, Analysis, First Aid, CPR Certified, Commercial Real Estate
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance, Real Estate
University of Central Florida 2008 — 2012
Bachelor of Science, Finance
Bishop Verot High School 2004 — 2008
Christian Hapner's UBS Wealth Management Experience August 2014 - Present
Job Associate Director Network Capacity Engineering
Industry Banking
Experience
UBS Wealth Management August 2014 - Present
AT&T July 2010 - August 2014
Windstream Communications May 2005 - July 2010
Acxiom Corporation May 2004 - May 2005
Skills
Cisco Technologies, Juniper, IP, MPLS, Networking, VPN, Wireless, Computer Network..., Network Design, WAN, OSPF, Routers, Frame Relay, Telecommunications, BGP, Routing, Juniper Technologies
Education
University of Central Arkansas 1999 — 2003
Bachelor of Business Administration, Management Information Systems
Conway High
UBS Wealth Management August 2014 - Present
AT&T July 2010 - August 2014
Windstream Communications May 2005 - July 2010
Acxiom Corporation May 2004 - May 2005
Skills
Cisco Technologies, Juniper, IP, MPLS, Networking, VPN, Wireless, Computer Network..., Network Design, WAN, OSPF, Routers, Frame Relay, Telecommunications, BGP, Routing, Juniper Technologies
Education
University of Central Arkansas 1999 — 2003
Bachelor of Business Administration, Management Information Systems
Conway High
Forrest Sholars Forrest Sholars's UBS Wealth Management Experience June 2005 - June 2007
Job Grassroots and PAC Manager at American Public Power Association
Industry Utilities
Experience
American Public Power Association June 2011 - Present
U.S. House of Representatives April 2011 - June 2011
U.S. House of Representatives August 2010 - January 2011
UBS Wealth Management June 2005 - June 2007
Morgan Stanley Private Wealth Management November 2004 - June 2005
Skills
Public Policy, Research, Politics, PowerPoint, Social Media, Non-profits, Event Planning, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, Public Relations, Coalitions, Bill Paying, Public Speaking, Political Campaigns, Legislative Relations, Government, Policy
Education
University of California, Santa Barbara 2008 — 2010
B.A., Political Science
American Public Power Association June 2011 - Present
U.S. House of Representatives April 2011 - June 2011
U.S. House of Representatives August 2010 - January 2011
UBS Wealth Management June 2005 - June 2007
Morgan Stanley Private Wealth Management November 2004 - June 2005
Skills
Public Policy, Research, Politics, PowerPoint, Social Media, Non-profits, Event Planning, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, Public Relations, Coalitions, Bill Paying, Public Speaking, Political Campaigns, Legislative Relations, Government, Policy
Education
University of California, Santa Barbara 2008 — 2010
B.A., Political Science
Brian Ward, CFA Brian Ward, CFA's UBS Wealth Management Experience 2006 - 2007
Job Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners June 2007 - Present
UBS Wealth Management 2006 - 2007
Smith Barney 1995 - 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Strategies, Fixed Income, Securities, Investment Management, Investment Advisory, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1991 — 1995
BS, Finance
Chartwell Investment Partners June 2007 - Present
UBS Wealth Management 2006 - 2007
Smith Barney 1995 - 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Strategies, Fixed Income, Securities, Investment Management, Investment Advisory, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1991 — 1995
BS, Finance
Jennifer Boisky Jennifer Boisky's UBS Wealth Management Experience June 2015 - Present
Job Senior Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
Merrill Lynch August 2008 - June 2015
Smith Barney 1997 - 2008
Skills
Product Development, Customer Service, Strategic Planning, Team Building
Education
UCSB
UBS Wealth Management June 2015 - Present
Merrill Lynch August 2008 - June 2015
Smith Barney 1997 - 2008
Skills
Product Development, Customer Service, Strategic Planning, Team Building
Education
UCSB
Christopher Dotson Christopher Dotson's UBS Wealth Management Experience April 2015 - June 2015
Job Intern at Sonos, Inc.
Industry Investment Banking
Experience
UBS Wealth Management April 2015 - June 2015
Sonos, Inc. May 2014 - August 2014
Pi Beta Phi Sorority September 2012 - June 2014
Anthera Pharmaceuticals June 2013 - August 2013
Pleasanton Valley Club June 2008 - August 2012
Swim America June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, C, Economics, Time Management, Leadership, Data Analysis
Education
UC Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics and Math
Foothill High School 2007 — 2011
High School Diploma
UBS Wealth Management April 2015 - June 2015
Sonos, Inc. May 2014 - August 2014
Pi Beta Phi Sorority September 2012 - June 2014
Anthera Pharmaceuticals June 2013 - August 2013
Pleasanton Valley Club June 2008 - August 2012
Swim America June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, C, Economics, Time Management, Leadership, Data Analysis
Education
UC Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics and Math
Foothill High School 2007 — 2011
High School Diploma
Lily Sullivan's UBS Wealth Management Experience September 2011 - January 2012
Job Investment Analyst at Towers Watson
Industry Investment Management
Experience
Towers Watson September 2013 - Present
Perella Weinberg Partners January 2013 - September 2013
Perella Weinberg Partners September 2012 - December 2012
Goldman Sachs June 2012 - August 2012
UBS Wealth Management September 2011 - January 2012
Level 3 Communications June 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Due Diligence, Investments, Alternative Investments, Real Assets, Institutional..., Tactical Asset..., Manager Selection, Peer Group Analysis, Performance Attribution, Zephyr Style Advisor, Commentaries, Investment..., Endowment Funds
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance
Niwot High School 2004 — 2008
Towers Watson September 2013 - Present
Perella Weinberg Partners January 2013 - September 2013
Perella Weinberg Partners September 2012 - December 2012
Goldman Sachs June 2012 - August 2012
UBS Wealth Management September 2011 - January 2012
Level 3 Communications June 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Due Diligence, Investments, Alternative Investments, Real Assets, Institutional..., Tactical Asset..., Manager Selection, Peer Group Analysis, Performance Attribution, Zephyr Style Advisor, Commentaries, Investment..., Endowment Funds
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance
Niwot High School 2004 — 2008
Joe Malave, CFP® Joe Malave, CFP®'s UBS Wealth Management Experience June 2011 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™, at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2011 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Connecticut 1990 — 1994
Bachelor of Arts (B.A.), Economics
UBS Wealth Management June 2011 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Connecticut 1990 — 1994
Bachelor of Arts (B.A.), Economics
Allen McDougall Allen McDougall's UBS Wealth Management Experience June 2014 - Present
Job UBS Financial Advisor
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Wells Fargo October 2012 - May 2014
First Citizens Bank April 2006 - September 2012
Education
University of Colorado at Colorado Springs 1998 — 2000
University of Colorado at Boulder 1995 — 1998
UBS Wealth Management June 2014 - Present
Wells Fargo October 2012 - May 2014
First Citizens Bank April 2006 - September 2012
Education
University of Colorado at Colorado Springs 1998 — 2000
University of Colorado at Boulder 1995 — 1998
Stacy Bruno Cuyson Stacy Bruno Cuyson's UBS Wealth Management Experience June 2006 - December 2007
Job Publisher at Hulafrog, Inc.
Industry Publishing
Experience
Hulafrog, Inc. July 2014 - Present
Disability Group, Inc. 2011 - Present
Saks Fifth Avenue 2008 - 2009
UBS Wealth Management June 2006 - December 2007
Bank of America March 2005 - May 2006
AIG SunAmerica July 2004 - March 2005
AIG SunAmerica October 1999 - June 2004
Skills
Performance Management, New Business Development, Quality Assurance, SDLC, Workforce Development, Operational Analysis, Process Improvement, Risk Management, Call Center, Strategic Planning, Change Management, Operations Management, Business Analysis, Vendor Management, Team Building, Call Centers, Analysis, Customer Service, Training, Banking, Leadership, Customer Satisfaction, Strategy, Management
Education
University of California, Santa Barbara 1994 — 1998
BA, Economics
Hulafrog, Inc. July 2014 - Present
Disability Group, Inc. 2011 - Present
Saks Fifth Avenue 2008 - 2009
UBS Wealth Management June 2006 - December 2007
Bank of America March 2005 - May 2006
AIG SunAmerica July 2004 - March 2005
AIG SunAmerica October 1999 - June 2004
Skills
Performance Management, New Business Development, Quality Assurance, SDLC, Workforce Development, Operational Analysis, Process Improvement, Risk Management, Call Center, Strategic Planning, Change Management, Operations Management, Business Analysis, Vendor Management, Team Building, Call Centers, Analysis, Customer Service, Training, Banking, Leadership, Customer Satisfaction, Strategy, Management
Education
University of California, Santa Barbara 1994 — 1998
BA, Economics
Robert Sagsveen, CPA Robert Sagsveen, CPA's UBS Wealth Management Experience May 2008 - July 2008
Job Fortress Credit Funds Associate
Industry Accounting
Experience
Fortress Investment Group September 2014 - Present
PwC November 2013 - September 2014
Citrin Cooperman November 2011 - November 2013
Lilly's Wholesale May 2009 - October 2011
UBS Wealth Management May 2008 - July 2008
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, Tax Preparation, Fund Accounting, GAAP, Forecasting, Consulting, Alternative Investments, Hedge Funds, Private Equity, Analysis
Education
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Fortress Investment Group September 2014 - Present
PwC November 2013 - September 2014
Citrin Cooperman November 2011 - November 2013
Lilly's Wholesale May 2009 - October 2011
UBS Wealth Management May 2008 - July 2008
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, Tax Preparation, Fund Accounting, GAAP, Forecasting, Consulting, Alternative Investments, Hedge Funds, Private Equity, Analysis
Education
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Hank Caulkins's UBS Wealth Management Experience September 2010 - September 2012
Job Enterprise Executive at Zenefits
Industry Information Technology and Services
Experience
Zenefits February 2015 - Present
Varick Media Management March 2014 - February 2015
Quantcast January 2014 - February 2014
Quantcast October 2012 - January 2014
UBS Wealth Management September 2010 - September 2012
UBS Wealth Management April 2007 - September 2010
James Cook Languages January 2006 - July 2006
Skills
Digital Marketing, Digital Media, Social Media, Social Media Marketing, Analytics, Online Advertising, SEO, SEM, Closing Business, Sales Prospecting, Cold Calling, Growing Accounts
Education
University of California, Santa Barbara 2001 — 2005
BA, History
St. Ignatius College Prep 1997 — 2000
Zenefits February 2015 - Present
Varick Media Management March 2014 - February 2015
Quantcast January 2014 - February 2014
Quantcast October 2012 - January 2014
UBS Wealth Management September 2010 - September 2012
UBS Wealth Management April 2007 - September 2010
James Cook Languages January 2006 - July 2006
Skills
Digital Marketing, Digital Media, Social Media, Social Media Marketing, Analytics, Online Advertising, SEO, SEM, Closing Business, Sales Prospecting, Cold Calling, Growing Accounts
Education
University of California, Santa Barbara 2001 — 2005
BA, History
St. Ignatius College Prep 1997 — 2000
Greg Szpalik's UBS Wealth Management Experience May 2007 - December 2007
Job Account Specialist at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group October 2013 - Present
Blue Stone International October 2009 - October 2013
BC Ziegler August 2008 - October 2008
University of Dayton August 2004 - May 2008
UBS Wealth Management May 2007 - December 2007
Education
University of Dayton 2004 — 2008
Huron Consulting Group October 2013 - Present
Blue Stone International October 2009 - October 2013
BC Ziegler August 2008 - October 2008
University of Dayton August 2004 - May 2008
UBS Wealth Management May 2007 - December 2007
Education
University of Dayton 2004 — 2008
Kimberly Trieu Kimberly Trieu's UBS Wealth Management Experience August 2011 - July 2012
Job An Aspiring PA Student
Industry Medical Practice
Experience
Gary's Studios September 2012 - December 2012
UBS Wealth Management August 2011 - July 2012
HID Block June 2010 - May 2011
El Monte Education Center January 2010 - June 2010
Skills
Leadership, Customer Service, Data Analysis, Marketing Strategy, Sales, Event Planning, Social Media, Research, Microsoft Excel, Social Media Marketing
Education
University of California, San Diego 2010 — 2012
B.A. of Economics, Economics, Accounting
Arroyo High School 2004 — 2008
High School Diploma
Gary's Studios September 2012 - December 2012
UBS Wealth Management August 2011 - July 2012
HID Block June 2010 - May 2011
El Monte Education Center January 2010 - June 2010
Skills
Leadership, Customer Service, Data Analysis, Marketing Strategy, Sales, Event Planning, Social Media, Research, Microsoft Excel, Social Media Marketing
Education
University of California, San Diego 2010 — 2012
B.A. of Economics, Economics, Accounting
Arroyo High School 2004 — 2008
High School Diploma
Sharon Wong Sharon Wong's UBS Wealth Management Experience January 2010 - February 2012
Job Product Manager at OpenTable
Industry Computer Software
Experience
OpenTable March 2015 - Present
Mitchell International September 2012 - February 2015
Mitchell International April 2012 - August 2012
UBS Wealth Management January 2010 - February 2012
Allied Integrated Marketing July 2011 - October 2011
San Diego Asian Film Foundation February 2011 - October 2011
Wolf Management Consultants June 2011 - September 2011
Skills
Product Management, Microsoft Office, Sales Enablement, Microsoft CRM, Business Development, Marketing, Financial Analysis, Salesforce.com, Public Relations, Marketing Strategy, Market Research, Social Media, Social Media Marketing, Competitive Analysis, PowerPoint, Online Advertising, Email Marketing, Microsoft Excel, Photoshop, Google Analytics, Product Marketing, Social Networking, Blogging, Online Marketing, Facebook
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts, Economics
OpenTable March 2015 - Present
Mitchell International September 2012 - February 2015
Mitchell International April 2012 - August 2012
UBS Wealth Management January 2010 - February 2012
Allied Integrated Marketing July 2011 - October 2011
San Diego Asian Film Foundation February 2011 - October 2011
Wolf Management Consultants June 2011 - September 2011
Skills
Product Management, Microsoft Office, Sales Enablement, Microsoft CRM, Business Development, Marketing, Financial Analysis, Salesforce.com, Public Relations, Marketing Strategy, Market Research, Social Media, Social Media Marketing, Competitive Analysis, PowerPoint, Online Advertising, Email Marketing, Microsoft Excel, Photoshop, Google Analytics, Product Marketing, Social Networking, Blogging, Online Marketing, Facebook
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts, Economics
Ali R. Rizvi Ali R. Rizvi's UBS Wealth Management Experience October 2013 - January 2014
Job Enterprise Risk Services Consultant at Deloitte & Touche LLP.
Industry Financial Services
Experience
Deloitte July 2014 - Present
UBS Wealth Management October 2013 - January 2014
Ella Capital, LLC April 2012 - August 2013
Office of Senator David Carlucci, New York State Senate April 2011 - August 2011
Board of Trustees, SUNY Rockland Community College June 2010 - July 2011
Writing Center, SUNY Rockland Community College January 2010 - May 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Data Modeling, Microsoft Word, Microsoft Excel, Microsoft Office, MySQL, Bloomberg Terminal, Budgets, Finance, CRM, Wealth Management, Research, Hedge Funds
Education
Fordham University, Gabelli School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance; Management Information Systems
University of Cambridge
Deloitte July 2014 - Present
UBS Wealth Management October 2013 - January 2014
Ella Capital, LLC April 2012 - August 2013
Office of Senator David Carlucci, New York State Senate April 2011 - August 2011
Board of Trustees, SUNY Rockland Community College June 2010 - July 2011
Writing Center, SUNY Rockland Community College January 2010 - May 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Data Modeling, Microsoft Word, Microsoft Excel, Microsoft Office, MySQL, Bloomberg Terminal, Budgets, Finance, CRM, Wealth Management, Research, Hedge Funds
Education
Fordham University, Gabelli School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance; Management Information Systems
University of Cambridge
Fabio Frazao's UBS Wealth Management Experience April 2010 - August 2010
Job Sales at Banco do Brasil Securities
Industry Financial Services
Experience
Banco do Brasil Securities May 2014 - Present
Barclays Capital June 2011 - May 2014
UBS Wealth Management April 2010 - August 2010
Skills
Project Management, Investment Banking, Fixed Income, Bloomberg, Derivatives, Emerging Markets, Finance, Management, Equities, Financial Markets, Financial Modeling, Capital Markets, Valuation
Education
University of Central Florida - College of Business Administration
BS, Finance
Banco do Brasil Securities May 2014 - Present
Barclays Capital June 2011 - May 2014
UBS Wealth Management April 2010 - August 2010
Skills
Project Management, Investment Banking, Fixed Income, Bloomberg, Derivatives, Emerging Markets, Finance, Management, Equities, Financial Markets, Financial Modeling, Capital Markets, Valuation
Education
University of Central Florida - College of Business Administration
BS, Finance
Danny Marin's UBS Wealth Management Experience October 2013 - May 2014
Job Sales assistant
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
New Canaan Youth Lacrosse June 2013 - Present
Sono Field House January 2010 - Present
HH Brown June 2014 - January 2015
UBS Wealth Management October 2013 - May 2014
ICR 2012 - 2013
Skills
Sports, Sports Management, PowerPoint, Sports Marketing, Event Planning, Facebook
Education
University of Connecticut-Stamford 2009 — 2014
Economics, Business/Managerial Economics
Deutsche Bank January 2015 - Present
New Canaan Youth Lacrosse June 2013 - Present
Sono Field House January 2010 - Present
HH Brown June 2014 - January 2015
UBS Wealth Management October 2013 - May 2014
ICR 2012 - 2013
Skills
Sports, Sports Management, PowerPoint, Sports Marketing, Event Planning, Facebook
Education
University of Connecticut-Stamford 2009 — 2014
Economics, Business/Managerial Economics
Jeff Gittlin Jeff Gittlin's UBS Wealth Management Experience April 2002 - April 2008
Job Sales at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2012 - Present
G-2 Trading April 2008 - December 2011
UBS Wealth Management April 2002 - April 2008
Concord Equity Group September 2000 - April 2002
Skills
Fixed Income, Trading, Fixed Income Technology, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Bond Markets, Municipal Bonds, Government Bonds, High Yield Bonds, Corporate Bonds, Compliance, Trade Compliance, Corporates, Alternative Investments, Series 7, Electronic Trading, Portfolio Management, Investments, Asset Management, Bloomberg, Equities, Trading Systems, Structured Products, Financial Markets, Bonds, Securities
Education
University of Delaware 1992 — 1996
BA, Economics
Thomson Reuters February 2012 - Present
G-2 Trading April 2008 - December 2011
UBS Wealth Management April 2002 - April 2008
Concord Equity Group September 2000 - April 2002
Skills
Fixed Income, Trading, Fixed Income Technology, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Bond Markets, Municipal Bonds, Government Bonds, High Yield Bonds, Corporate Bonds, Compliance, Trade Compliance, Corporates, Alternative Investments, Series 7, Electronic Trading, Portfolio Management, Investments, Asset Management, Bloomberg, Equities, Trading Systems, Structured Products, Financial Markets, Bonds, Securities
Education
University of Delaware 1992 — 1996
BA, Economics
Andrew Micallef Andrew Micallef's UBS Wealth Management Experience January 2007 - August 2010
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
Haley Flaniken Haley Flaniken's UBS Wealth Management Experience August 2012 - December 2012
Job Finance Coordinator at Sony Pictures Entertainment
Industry Accounting
Experience
Sony Pictures Entertainment January 2015 - Present
Hazen Research Inc June 2011 - August 2014
University of Colorado, Boulder August 2009 - May 2014
Deloitte January 2013 - April 2013
UBS Wealth Management August 2012 - December 2012
Skills
Accounting, Performing Arts, Operations Management, Visio, Outlook, SAP, SQL, Budget Monitoring, Leadership, Microsoft Excel, Social Networking, Customer Service, Marketing, PowerPoint, Management, Social Media Marketing
Education
University of Colorado Boulder 2009 — 2014
MS/BS, Accounting and Operations Management
Sony Pictures Entertainment January 2015 - Present
Hazen Research Inc June 2011 - August 2014
University of Colorado, Boulder August 2009 - May 2014
Deloitte January 2013 - April 2013
UBS Wealth Management August 2012 - December 2012
Skills
Accounting, Performing Arts, Operations Management, Visio, Outlook, SAP, SQL, Budget Monitoring, Leadership, Microsoft Excel, Social Networking, Customer Service, Marketing, PowerPoint, Management, Social Media Marketing
Education
University of Colorado Boulder 2009 — 2014
MS/BS, Accounting and Operations Management
Ari Goldberg-Strassler Ari Goldberg-Strassler's UBS Wealth Management Experience June 2006 - August 2006
Job Operations Manager Securities Lending at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase January 2009 - Present
JPMorgan Chase June 2007 - January 2009
UBS Wealth Management June 2006 - August 2006
Skills
Relationship Building, Securities Market, Operations Management, Functional Analysis, Team Building, Team Leadership, Risk Management, Fixed Income, Investments, Trading, Credit Risk, Mutual Funds, Operational Risk, Financial Analysis, Equities, Banking, Management, Securities, Portfolio Management, Derivatives, Settlement
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Finance, General
JP Morgan Chase January 2009 - Present
JPMorgan Chase June 2007 - January 2009
UBS Wealth Management June 2006 - August 2006
Skills
Relationship Building, Securities Market, Operations Management, Functional Analysis, Team Building, Team Leadership, Risk Management, Fixed Income, Investments, Trading, Credit Risk, Mutual Funds, Operational Risk, Financial Analysis, Equities, Banking, Management, Securities, Portfolio Management, Derivatives, Settlement
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Kaitlin Flesche Kaitlin Flesche's UBS Wealth Management Experience September 2012 - April 2013
Job Marketing Planning/Ops Analyst at Sports Authority
Industry Financial Services
Experience
Sports Authority January 2015 - Present
Sports Authority May 2013 - January 2015
EVOL Foods January 2013 - May 2013
UBS Wealth Management September 2012 - April 2013
Energy Acuity June 2012 - September 2012
Skills
Sustainable Energy, Renewable Energy, Data Analysis, Financial Analysis, Market Research, Analysis, Energy, Energy Efficiency, Research, Bloomberg Terminal, Accounting, Microsoft Excel, Management, Financial Modeling, Access
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Senior
Danish Institute for Study Abroad 2012 — 2012
International Business
Sports Authority January 2015 - Present
Sports Authority May 2013 - January 2015
EVOL Foods January 2013 - May 2013
UBS Wealth Management September 2012 - April 2013
Energy Acuity June 2012 - September 2012
Skills
Sustainable Energy, Renewable Energy, Data Analysis, Financial Analysis, Market Research, Analysis, Energy, Energy Efficiency, Research, Bloomberg Terminal, Accounting, Microsoft Excel, Management, Financial Modeling, Access
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Senior
Danish Institute for Study Abroad 2012 — 2012
International Business
Christopher DiMuria Christopher DiMuria's UBS Wealth Management Experience June 2015 - Present
Job Complex Director Colorado at UBS
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Wealth Management November 2011 - May 2015
UBS Wealth Management June 2009 - November 2011
UBS Wealth Management March 2006 - June 2009
UBS Wealth Management June 2004 - March 2006
UBS Wealth Management August 2002 - June 2004
UBS Wealth Management July 2000 - August 2002
Skills
Series 3, Series 7, Series 9, Series 10, Series 66, Life & Health Insurance...
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor's Degree, Finance and Economics
Bethlehem Central High School 1992 — 1996
UBS Wealth Management June 2015 - Present
UBS Wealth Management November 2011 - May 2015
UBS Wealth Management June 2009 - November 2011
UBS Wealth Management March 2006 - June 2009
UBS Wealth Management June 2004 - March 2006
UBS Wealth Management August 2002 - June 2004
UBS Wealth Management July 2000 - August 2002
Skills
Series 3, Series 7, Series 9, Series 10, Series 66, Life & Health Insurance...
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor's Degree, Finance and Economics
Bethlehem Central High School 1992 — 1996
Kelsey Gallagher Kelsey Gallagher's UBS Wealth Management Experience May 2007 - August 2007
Job HR Generalist at Endemol Shine North America
Industry Entertainment
Experience
Endemol Shine North America February 2015 - Present
KnowledgePath Solutions LLC, a DMI Company May 2013 - February 2015
Bullhorn October 2010 - March 2013
Bullhorn July 2010 - October 2010
Barclays Wealth February 2009 - April 2009
UBS Wealth Management May 2007 - August 2007
Skills
Onboarding, Employee Relations, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Recruiting, SaaS, Social Media, Sourcing, Project Management, CRM, Customer Service, Cold Calling, Benefits Administration, Performance Management, Event Planning, ADP Payroll, Payroll, Training, Internet Recruiting, Leadership, Account Management, Management, Contract Recruitment, Employee Benefits, HRIS, Interviews, Talent Management, College Recruiting, Screening Resumes, Human Resources, Executive Search, Hiring, Personnel Management
Education
The University of Connecticut 2006 — 2010
Bachelor's Degree, International Business, Minor in Spanish
Endemol Shine North America February 2015 - Present
KnowledgePath Solutions LLC, a DMI Company May 2013 - February 2015
Bullhorn October 2010 - March 2013
Bullhorn July 2010 - October 2010
Barclays Wealth February 2009 - April 2009
UBS Wealth Management May 2007 - August 2007
Skills
Onboarding, Employee Relations, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Recruiting, SaaS, Social Media, Sourcing, Project Management, CRM, Customer Service, Cold Calling, Benefits Administration, Performance Management, Event Planning, ADP Payroll, Payroll, Training, Internet Recruiting, Leadership, Account Management, Management, Contract Recruitment, Employee Benefits, HRIS, Interviews, Talent Management, College Recruiting, Screening Resumes, Human Resources, Executive Search, Hiring, Personnel Management
Education
The University of Connecticut 2006 — 2010
Bachelor's Degree, International Business, Minor in Spanish
Nick Marlin's UBS Wealth Management Experience 1996 - 2005
Job
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2011 - Present
Bridgewater Associates June 2010 - October 2011
Leaderfinder Consulting and Executive Search January 2008 - October 2010
Gow & Partners Executive Search September 2007 - November 2008
UBS Financial Services( Wealth Management) 1996 - 2005
UBS Wealth Management 1996 - 2005
Skills
Talent Acquisition, Applicant Tracking..., Talent Management, Technical Recruiting, Onboarding, Recruiting, CRM, Human Resources, Executive Coaching, Employee Relations, Executive Search, Hiring, Management, HRIS, Performance Management, Personnel Management
Education
University of Dayton
BA, Communication Arts
Federal Reserve Bank of New York October 2011 - Present
Bridgewater Associates June 2010 - October 2011
Leaderfinder Consulting and Executive Search January 2008 - October 2010
Gow & Partners Executive Search September 2007 - November 2008
UBS Financial Services( Wealth Management) 1996 - 2005
UBS Wealth Management 1996 - 2005
Skills
Talent Acquisition, Applicant Tracking..., Talent Management, Technical Recruiting, Onboarding, Recruiting, CRM, Human Resources, Executive Coaching, Employee Relations, Executive Search, Hiring, Management, HRIS, Performance Management, Personnel Management
Education
University of Dayton
BA, Communication Arts
Frank Hubbell, CFP© ChFC©'s UBS Wealth Management Experience October 2001 - October 2006
Job Vice President, Senior Account Executive at Fidelity Management & Research Co.
Industry Investment Management
Experience
Fidelity Investments October 2006 - Present
UBS Wealth Management October 2001 - October 2006
Education
University of Connecticut 1988 — 1992
Hamden Hall 1982 — 1988
Fidelity Investments October 2006 - Present
UBS Wealth Management October 2001 - October 2006
Education
University of Connecticut 1988 — 1992
Hamden Hall 1982 — 1988
Scott Kline's UBS Wealth Management Experience May 1994 - December 2005
Job
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2006 - Present
UBS Wealth Management May 1994 - December 2005
Alliance Capital Management August 1991 - April 1994
Goldman Sachs July 1988 - August 1991
JP Morgan FCS July 1986 - August 1988
Skills
Wealth Management, Fixed Income, Portfolio Management, Equities, Asset Managment, Securities, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
University of Colorado Boulder 1981 — 1986
BS
Evergreen High School 1979 — 1981
Morgan Stanley Smith Barney January 2006 - Present
UBS Wealth Management May 1994 - December 2005
Alliance Capital Management August 1991 - April 1994
Goldman Sachs July 1988 - August 1991
JP Morgan FCS July 1986 - August 1988
Skills
Wealth Management, Fixed Income, Portfolio Management, Equities, Asset Managment, Securities, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
University of Colorado Boulder 1981 — 1986
BS
Evergreen High School 1979 — 1981
Kim Crean's UBS Wealth Management Experience 2005 - 2006
Job
Industry Professional Training & Coaching
Experience
Reed Exhibitions US January 2014 - January 2015
Royal Bank of Scotland January 2013 - January 2014
GlobeOp Financial Services March 2010 - January 2013
Kroll March 2006 - February 2009
UBS Wealth Management 2005 - 2006
UBS Investment Bank June 1999 - November 2004
Framework Entertainment (formerly Mindel Donegan) May 1997 - May 1999
The Gersh Agency 1996 - 1997
Skills
Training, Management, Program Management, Negotiation, Consulting, Coaching, Leadership Development, Event Management, Learning Management, Learning Management..., Program Development, Program Evaluation, Instructor-led Training, Process Improvement, Employee Training, Talent Management, Leadership, Strategy, Mentoring, Management Development, Event Planning, Team Building, Onboarding, Strategic Planning, Project Management, Budgets, Employee Engagement, Social Media, Training, Change Management, Instructional Design, Staff Development, Executive Management, Sales, People Management, Writing, Cross-functional Team..., People Skills
Education
University of California, San Diego 1991 — 1995
BA
Reed Exhibitions US January 2014 - January 2015
Royal Bank of Scotland January 2013 - January 2014
GlobeOp Financial Services March 2010 - January 2013
Kroll March 2006 - February 2009
UBS Wealth Management 2005 - 2006
UBS Investment Bank June 1999 - November 2004
Framework Entertainment (formerly Mindel Donegan) May 1997 - May 1999
The Gersh Agency 1996 - 1997
Skills
Training, Management, Program Management, Negotiation, Consulting, Coaching, Leadership Development, Event Management, Learning Management, Learning Management..., Program Development, Program Evaluation, Instructor-led Training, Process Improvement, Employee Training, Talent Management, Leadership, Strategy, Mentoring, Management Development, Event Planning, Team Building, Onboarding, Strategic Planning, Project Management, Budgets, Employee Engagement, Social Media, Training, Change Management, Instructional Design, Staff Development, Executive Management, Sales, People Management, Writing, Cross-functional Team..., People Skills
Education
University of California, San Diego 1991 — 1995
BA
Stefanie Tushin Peters's UBS Wealth Management Experience January 2006 - July 2007
Job Group Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Anthony DeSantis's UBS Wealth Management Experience September 2006 - June 2010
Job Program Director at LivePerson
Industry Financial Services
Experience
LivePerson April 2014 - Present
UBS August 2010 - March 2014
UBS Wealth Management September 2006 - June 2010
CGI August 2005 - September 2006
MPI Professionals 2004 - 2005
Deutsche Bank 2001 - 2003
Deloitte & Touche 1997 - 2001
KPMG October 1995 - October 1997
KPMG Peat Marwick October 1995 - October 1997
Skills
Business Analysis, SDLC, Fixed Income, Equities, Vendor Management, Financial Services, Risk Management, PMO, Business Process..., Program Management, Project Management, Wealth Management, Portfolio Management, Project Portfolio..., IT Strategy, Requirements Gathering
Education
University of Colorado Boulder 1991 — 1995
BS, Information Systems
University of Colorado Boulder - Leeds School of Business 1991 — 1995
LivePerson April 2014 - Present
UBS August 2010 - March 2014
UBS Wealth Management September 2006 - June 2010
CGI August 2005 - September 2006
MPI Professionals 2004 - 2005
Deutsche Bank 2001 - 2003
Deloitte & Touche 1997 - 2001
KPMG October 1995 - October 1997
KPMG Peat Marwick October 1995 - October 1997
Skills
Business Analysis, SDLC, Fixed Income, Equities, Vendor Management, Financial Services, Risk Management, PMO, Business Process..., Program Management, Project Management, Wealth Management, Portfolio Management, Project Portfolio..., IT Strategy, Requirements Gathering
Education
University of Colorado Boulder 1991 — 1995
BS, Information Systems
University of Colorado Boulder - Leeds School of Business 1991 — 1995
Tony De La Rosa's UBS Wealth Management Experience April 2011 - Present
Job Financial Advisor, UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Wealth Management April 2011 - Present
UBS Wealth Management April 2011 - Present
Provident Group September 2007 - May 2010
Provident Group September 2007 - May 2010
Skills
Investment Banking, Hedge Funds, Finance, Investments, Financial Modeling, Financial Analysis, Asset Management, Equities, Valuation, Private Equity, Portfolio Management, Due Diligence
Education
University of California, Santa Cruz 2002 — 2006
BA, Business Management Ecomonics
Santa Monica High School 1998 — 2002
UBS Wealth Management April 2011 - Present
UBS Wealth Management April 2011 - Present
Provident Group September 2007 - May 2010
Provident Group September 2007 - May 2010
Skills
Investment Banking, Hedge Funds, Finance, Investments, Financial Modeling, Financial Analysis, Asset Management, Equities, Valuation, Private Equity, Portfolio Management, Due Diligence
Education
University of California, Santa Cruz 2002 — 2006
BA, Business Management Ecomonics
Santa Monica High School 1998 — 2002
David McClosky's UBS Wealth Management Experience May 2006 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management May 2006 - Present
TD Waterhouse 2004 - 2005
Skills
Series 7, Series 63, Customer Service, Wealth Management, Financial Services
Education
University of Delaware
UBS Wealth Management May 2006 - Present
TD Waterhouse 2004 - 2005
Skills
Series 7, Series 63, Customer Service, Wealth Management, Financial Services
Education
University of Delaware
Edward Yoon's UBS Wealth Management Experience June 2000 - December 2005
Job Principal Harvest Financial First Allied
Industry Investment Management
Experience
Harvest Financial First Allied January 2008 - Present
UBS Wealth Management June 2000 - December 2005
Education
University of California, Santa Barbara 1989 — 1993
Harvest Financial First Allied January 2008 - Present
UBS Wealth Management June 2000 - December 2005
Education
University of California, Santa Barbara 1989 — 1993
Shannon Harrington, CFA's UBS Wealth Management Experience July 1999 - September 2006
Job Portfolio Manager at Argent Trust
Industry Investment Management
Experience
Argent Trust March 2015 - Present
Regions Financial Corporation September 2006 - March 2015
UBS Wealth Management July 1999 - September 2006
Skills
Investments, Asset Management, Portfolio Management
Education
University of California, Santa Barbara 1995 — 1999
BA, Business Economics
Argent Trust March 2015 - Present
Regions Financial Corporation September 2006 - March 2015
UBS Wealth Management July 1999 - September 2006
Skills
Investments, Asset Management, Portfolio Management
Education
University of California, Santa Barbara 1995 — 1999
BA, Business Economics
Kristin Thorsland Pfeffer's UBS Wealth Management Experience July 2006 - May 2012
Job Client Service Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2006 - May 2012
UBS Wealth Management May 2004 - June 2006
Curtis Circulation Company October 2000 - May 2004
Drs. Klingon, Butler, Van Elswyk, Englert May 2000 - October 2000
ADP May 1998 - May 2000
Nike September 1996 - May 1998
Skills
Management, Process Improvement, Product Management, Project Management, Equities, Marketing, Product Development
Education
University of Delaware 1992 — 1996
UBS Wealth Management July 2006 - May 2012
UBS Wealth Management May 2004 - June 2006
Curtis Circulation Company October 2000 - May 2004
Drs. Klingon, Butler, Van Elswyk, Englert May 2000 - October 2000
ADP May 1998 - May 2000
Nike September 1996 - May 1998
Skills
Management, Process Improvement, Product Management, Project Management, Equities, Marketing, Product Development
Education
University of Delaware 1992 — 1996
Robert Schreiber's UBS Wealth Management Experience December 2011 - Present
Job Managing Director at Capital Markets IQ
Industry Financial Services
Experience
Capital Markets IQ January 2013 - Present
UBS Wealth Management December 2011 - Present
UBS Wealth Management December 2011 - December 2011
UBS Wealth Management April 2001 - November 2011
Morgan Stanley/Dean Witter 1986 - 2001
Skills
IRAs, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Alternative Investments, Fixed Income, Series 63, Mutual Funds, Series 65, Investment Strategies, ETFs, Investments, Portfolio Management, Finance, Equities, Capital Markets, Strategic Planning, Public Speaking, Asset Management, Financial Planning, Securities
Education
University of Colorado at Boulder 1970 — 1974
PhD, Biological Psychology
UNC Chapel Hill 1958 — 1965
Bachelor of Science (BSc), History, Pre-Med
Capital Markets IQ January 2013 - Present
UBS Wealth Management December 2011 - Present
UBS Wealth Management December 2011 - December 2011
UBS Wealth Management April 2001 - November 2011
Morgan Stanley/Dean Witter 1986 - 2001
Skills
IRAs, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Alternative Investments, Fixed Income, Series 63, Mutual Funds, Series 65, Investment Strategies, ETFs, Investments, Portfolio Management, Finance, Equities, Capital Markets, Strategic Planning, Public Speaking, Asset Management, Financial Planning, Securities
Education
University of Colorado at Boulder 1970 — 1974
PhD, Biological Psychology
UNC Chapel Hill 1958 — 1965
Bachelor of Science (BSc), History, Pre-Med
Adam Schuckman's UBS Wealth Management Experience June 2005 - August 2005
Job Manager at PwC Consulting
Industry Investment Management
Experience
PwC Consulting June 2012 - Present
PwC Consulting July 2010 - June 2012
PwC August 2007 - June 2010
UBS Wealth Management June 2005 - August 2005
Skills
Management Consulting, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Financial Reporting, Asset Management, Business Process..., Strategy, Finance, Business Analysis, Financial Accounting, Business Strategy, Financial Services, Competitive Analysis, Mergers & Acquisitions
Education
University of Colorado Boulder 2003 — 2007
BS, Accounting
PwC Consulting June 2012 - Present
PwC Consulting July 2010 - June 2012
PwC August 2007 - June 2010
UBS Wealth Management June 2005 - August 2005
Skills
Management Consulting, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Financial Reporting, Asset Management, Business Process..., Strategy, Finance, Business Analysis, Financial Accounting, Business Strategy, Financial Services, Competitive Analysis, Mergers & Acquisitions
Education
University of Colorado Boulder 2003 — 2007
BS, Accounting
Paul Givens, CIMA, CPWA's UBS Wealth Management Experience March 1999 - February 2008
Job Vice President at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group December 2013 - Present
AssetMark, Inc. (formally Genworth Wealth Management) November 2012 - November 2013
Steben & Company February 2008 - October 2012
UBS Wealth Management March 1999 - February 2008
Skills
Alternative Investments, Wealth Management, ETFs, Separately Managed..., Mutual Funds, Investment Management, Private Equity, Series 63, series 3, Private Placements, Certified Private..., Certified Investment..., Series 7
Education
University of Central Florida 1982 — 1987
BSBA, Marketing
Lake Brantley high school
The Carlyle Group December 2013 - Present
AssetMark, Inc. (formally Genworth Wealth Management) November 2012 - November 2013
Steben & Company February 2008 - October 2012
UBS Wealth Management March 1999 - February 2008
Skills
Alternative Investments, Wealth Management, ETFs, Separately Managed..., Mutual Funds, Investment Management, Private Equity, Series 63, series 3, Private Placements, Certified Private..., Certified Investment..., Series 7
Education
University of Central Florida 1982 — 1987
BSBA, Marketing
Lake Brantley high school
William Goodhue's UBS Wealth Management Experience June 2010 - August 2011
Job Assistant Director at TCR Golf Performance Center
Industry Sports
Experience
Golf Performance Center at TCR~ The Club of Riverdale May 2015 - Present
Golf Performance Center at TCR~ The Club of Riverdale December 2014 - May 2015
The Resort at Pelican Hill (The Irvine Company, LLC) April 2013 - March 2014
UBS Wealth Management June 2010 - August 2011
Hickory & Tweed Ski & Cyclery June 2007 - August 2009
Skills
Customer Service, Social Media, Sales, Microsoft Excel, Teamwork, Social Networking, Financial Analysis, Microsoft Office, Marketing, PowerPoint, Research, Investment Strategies, Sales Operations, Lead Generation, Microsoft Word, Up-selling, Customer Follow-up, Sales Process, Golf Resorts, Cold Calling, Business Development
Education
University of Colorado Boulder 2007 — 2012
Bachelor of Arts in Economics, Minor in Environmental Studies
Golf Performance Center at TCR~ The Club of Riverdale May 2015 - Present
Golf Performance Center at TCR~ The Club of Riverdale December 2014 - May 2015
The Resort at Pelican Hill (The Irvine Company, LLC) April 2013 - March 2014
UBS Wealth Management June 2010 - August 2011
Hickory & Tweed Ski & Cyclery June 2007 - August 2009
Skills
Customer Service, Social Media, Sales, Microsoft Excel, Teamwork, Social Networking, Financial Analysis, Microsoft Office, Marketing, PowerPoint, Research, Investment Strategies, Sales Operations, Lead Generation, Microsoft Word, Up-selling, Customer Follow-up, Sales Process, Golf Resorts, Cold Calling, Business Development
Education
University of Colorado Boulder 2007 — 2012
Bachelor of Arts in Economics, Minor in Environmental Studies
Paul C. Ehrismann's UBS Wealth Management Experience February 2014 - Present
Job Private Investor
Industry Investment Management
Experience
UBS Wealth Management February 2014 - Present
IBM July 1987 - July 2013
United Technologies September 1982 - August 1985
Skills
PMO, Program Management, PMP
Education
University of Connecticut
Master of Business Administration (M.B.A.)
UBS Wealth Management February 2014 - Present
IBM July 1987 - July 2013
United Technologies September 1982 - August 1985
Skills
PMO, Program Management, PMP
Education
University of Connecticut
Master of Business Administration (M.B.A.)
Christopher Ginther's UBS Wealth Management Experience February 2007 - Present
Job Account Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2007 - Present
Education
Xavier University 1993 — 1997
MBA, International Business
University of Cincinnati 1987 — 1991
BSME, Mechanical Engineering
UBS Wealth Management February 2007 - Present
Education
Xavier University 1993 — 1997
MBA, International Business
University of Cincinnati 1987 — 1991
BSME, Mechanical Engineering
Lloyd Macedo, CFP®, CRPS®, AWMA®'s UBS Wealth Management Experience May 2015 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
Merrill Lynch January 2013 - April 2013
AmTrust Bank September 2007 - August 2012
Southeast Florida UCF Alumni Club June 2010 - June 2011
Ameriprise Financial May 2006 - September 2007
Education
University of Miami - School of Business 2011 — 2013
MBA, Finance and Mergers & Acquisitions
University of Central Florida 2002 — 2006
Business Administration, General Business/Economics
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
Merrill Lynch January 2013 - April 2013
AmTrust Bank September 2007 - August 2012
Southeast Florida UCF Alumni Club June 2010 - June 2011
Ameriprise Financial May 2006 - September 2007
Education
University of Miami - School of Business 2011 — 2013
MBA, Finance and Mergers & Acquisitions
University of Central Florida 2002 — 2006
Business Administration, General Business/Economics
Farzaan Shirazi's UBS Wealth Management Experience June 2009 - August 2009
Job ECU Tuning Group
Industry Automotive
Experience
ECU Tuning Group August 2011 - Present
UBS Wealth Management June 2009 - August 2009
Emerald City Assisted Living January 2006 - June 2008
Bank of America September 2007 - May 2008
Bobby Abrams Accounting September 2007 - May 2008
Calabasas Private Lending February 2006 - December 2007
Skills
Analysis, Customer Service, Management, Training, Business Development, Research, Entrepreneurship
Education
University of California, San Diego 2008 — 2010
B.A., Economics, Accounting Minor
ECU Tuning Group August 2011 - Present
UBS Wealth Management June 2009 - August 2009
Emerald City Assisted Living January 2006 - June 2008
Bank of America September 2007 - May 2008
Bobby Abrams Accounting September 2007 - May 2008
Calabasas Private Lending February 2006 - December 2007
Skills
Analysis, Customer Service, Management, Training, Business Development, Research, Entrepreneurship
Education
University of California, San Diego 2008 — 2010
B.A., Economics, Accounting Minor
Peter Nardin's UBS Wealth Management Experience July 2007 - October 2013
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
UBS Wealth Management July 2007 - October 2013
Greenwich Associates August 2001 - July 2007
Skills
Wealth Management, Financial Analysis, Financial Modeling, Capital Markets, Coaching, Due Diligence, Business Analysis, Business Development, Management Consulting, Portfolio Management, Equities, Helping Clients Succeed, Friendly Personality, Investments, Fixed Income, Valuation, Asset Managment, Highly personable, Reliability, Competitive, Technically Competent, Asset Management
Education
Vanderbilt University 1995 — 1999
Brunswick High School 1991 — 1995
University of Colorado Boulder
Morgan Stanley Wealth Management October 2013 - Present
UBS Wealth Management July 2007 - October 2013
Greenwich Associates August 2001 - July 2007
Skills
Wealth Management, Financial Analysis, Financial Modeling, Capital Markets, Coaching, Due Diligence, Business Analysis, Business Development, Management Consulting, Portfolio Management, Equities, Helping Clients Succeed, Friendly Personality, Investments, Fixed Income, Valuation, Asset Managment, Highly personable, Reliability, Competitive, Technically Competent, Asset Management
Education
Vanderbilt University 1995 — 1999
Brunswick High School 1991 — 1995
University of Colorado Boulder
Sarah Pader Brooks's UBS Wealth Management Experience August 2007 - May 2008
Job Manager, Institutional Investments at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2014 - Present
AllianceBernstein June 2010 - June 2014
Mercer Investment Consulting July 2008 - June 2010
UBS Wealth Management August 2007 - May 2008
Skills
Investments, Asset Management, Asset Managment
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
University of New South Wales 2007 — 2007
Business, Semester Abroad
AllianceBernstein July 2014 - Present
AllianceBernstein June 2010 - June 2014
Mercer Investment Consulting July 2008 - June 2010
UBS Wealth Management August 2007 - May 2008
Skills
Investments, Asset Management, Asset Managment
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
University of New South Wales 2007 — 2007
Business, Semester Abroad
Miranda Holmes's UBS Wealth Management Experience April 2006 - May 2012
Job Managing Director of Financial Planning at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
Leslie Olesen's UBS Wealth Management Experience October 2006 - December 2007
Job Attorney and Financial Services Regulatory Compliance Professional
Industry Financial Services
Experience
Raymond James (USA) Ltd July 2008 - September 2012
Russell Investments January 2008 - July 2008
UBS Wealth Management October 2006 - December 2007
UBS Wealth Management December 2003 - October 2006
Washington State Attorney General's Office May 2003 - December 2003
Attorney, Private Practice August 2002 - April 2003
UBS Wealth Management August 2001 - August 2002
Education
University of Washington School of Law
Doctor of Law (J.D.), General Studies
University of Delaware
Master of Public Administration (M.P.A.), Finance and Financial Management Services, Attended on President's Fellowship
Washington State University
Bachelor of Arts, Summa cum laude.
Raymond James (USA) Ltd July 2008 - September 2012
Russell Investments January 2008 - July 2008
UBS Wealth Management October 2006 - December 2007
UBS Wealth Management December 2003 - October 2006
Washington State Attorney General's Office May 2003 - December 2003
Attorney, Private Practice August 2002 - April 2003
UBS Wealth Management August 2001 - August 2002
Education
University of Washington School of Law
Doctor of Law (J.D.), General Studies
University of Delaware
Master of Public Administration (M.P.A.), Finance and Financial Management Services, Attended on President's Fellowship
Washington State University
Bachelor of Arts, Summa cum laude.
Ed Cintron, CFP®'s UBS Wealth Management Experience January 2009 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch January 1991 - January 2009
Shearson Lehman October 1989 - October 1990
Skills
Wealth Management
Education
University of Colorado Boulder 1985 — 1988
Bachelor of Science (BS), Business
UBS Wealth Management January 2009 - Present
Merrill Lynch January 1991 - January 2009
Shearson Lehman October 1989 - October 1990
Skills
Wealth Management
Education
University of Colorado Boulder 1985 — 1988
Bachelor of Science (BS), Business
Chris Dembski's UBS Wealth Management Experience October 2013 - December 2013
Job Financial Development Program International Finance at Grainger
Industry Accounting
Experience
Grainger July 2015 - Present
Grainger June 2014 - Present
Grainger January 2015 - July 2015
Grainger June 2014 - February 2015
UBS Wealth Management October 2013 - December 2013
Grainger May 2013 - August 2013
Old Elm Club June 2006 - August 2013
Chicago Car Auction June 2008 - August 2012
Skills
Accounting, Financial Reporting, Bookkeeping, Customer Service, Sales, Financial Accounting, Auditing, Microsoft Excel, Automobile, Income Tax, Accounts Payable, Microsoft Word, Peachtree, Account Reconciliation, General Ledger, Accounts Receivable, Data Analysis, Access, Auctions, Teradata, Public Speaking, Time Management
Education
University of Dayton 2009 — 2014
Master of Business Administration (M.B.A.), Accounting
Loyola Academy 2005 — 2009
Grainger July 2015 - Present
Grainger June 2014 - Present
Grainger January 2015 - July 2015
Grainger June 2014 - February 2015
UBS Wealth Management October 2013 - December 2013
Grainger May 2013 - August 2013
Old Elm Club June 2006 - August 2013
Chicago Car Auction June 2008 - August 2012
Skills
Accounting, Financial Reporting, Bookkeeping, Customer Service, Sales, Financial Accounting, Auditing, Microsoft Excel, Automobile, Income Tax, Accounts Payable, Microsoft Word, Peachtree, Account Reconciliation, General Ledger, Accounts Receivable, Data Analysis, Access, Auctions, Teradata, Public Speaking, Time Management
Education
University of Dayton 2009 — 2014
Master of Business Administration (M.B.A.), Accounting
Loyola Academy 2005 — 2009
Katy Greene, CFA's UBS Wealth Management Experience July 2010 - October 2012
Job Sales Desk Manager Western Division at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group April 2015 - Present
Janus Capital Group October 2012 - April 2015
UBS Wealth Management July 2010 - October 2012
BCA Research September 2009 - July 2010
Glass, Lewis & Co. 2009 - 2009
Delta Dental 2009 - 2009
Fisher Investments 2008 - 2008
UBS Wealth Management 2007 - 2008
Skills
Investments, Financial Modeling, Valuation, Sales, Marketing, Microsoft Excel, Sales Management, PowerPoint, Project Management, Equities, Market Research, Bloomberg, Mutual Funds, Finance, Series 7, Financial Analysis, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Finance
Janus Capital Group April 2015 - Present
Janus Capital Group October 2012 - April 2015
UBS Wealth Management July 2010 - October 2012
BCA Research September 2009 - July 2010
Glass, Lewis & Co. 2009 - 2009
Delta Dental 2009 - 2009
Fisher Investments 2008 - 2008
UBS Wealth Management 2007 - 2008
Skills
Investments, Financial Modeling, Valuation, Sales, Marketing, Microsoft Excel, Sales Management, PowerPoint, Project Management, Equities, Market Research, Bloomberg, Mutual Funds, Finance, Series 7, Financial Analysis, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Finance
Yong Zhu's UBS Wealth Management Experience 2005 - 2008
Job Associate
Industry Computer Software
Experience
Morgan Stanley June 2013 - Present
Bloomberg LP August 2012 - May 2013
FJA Finansys inc January 2008 - August 2012
UBS Wealth Management 2005 - 2008
AT&T 2000 - 2005
Skills
SDLC, SQL, Agile Methodologies, Java, XML, Unix, Software Development, Business Analysis, Requirements Analysis, Oracle, Databases, Software Project..., Java Enterprise Edition, JavaScript, Spring, Sybase, Scrum
Education
University of Central Florida 1998 — 2000
MS
Morgan Stanley June 2013 - Present
Bloomberg LP August 2012 - May 2013
FJA Finansys inc January 2008 - August 2012
UBS Wealth Management 2005 - 2008
AT&T 2000 - 2005
Skills
SDLC, SQL, Agile Methodologies, Java, XML, Unix, Software Development, Business Analysis, Requirements Analysis, Oracle, Databases, Software Project..., Java Enterprise Edition, JavaScript, Spring, Sybase, Scrum
Education
University of Central Florida 1998 — 2000
MS
Lauren Cappa's UBS Wealth Management Experience May 2010 - August 2010
Job Sr. Internal Wholesaler at AXA Distributors
Industry Financial Services
Experience
AXA US August 2011 - Present
UBS Wealth Management May 2010 - August 2010
Donatelli & Donatelli, Attorneys at Law May 2008 - August 2008
UBS PaineWebber May 2006 - August 2006
Skills
Finance, Series 6, Series 63, Leadership, Sales Management, Microsoft Office, Microsoft Word, Investments, Research, Customer Service, Mutual Funds, Trusts
Education
University of Delaware 2007 — 2011
Bachelor of Arts, Business Administration and Management, General
Long Island Lutheran High School 2003 — 2007
AXA US August 2011 - Present
UBS Wealth Management May 2010 - August 2010
Donatelli & Donatelli, Attorneys at Law May 2008 - August 2008
UBS PaineWebber May 2006 - August 2006
Skills
Finance, Series 6, Series 63, Leadership, Sales Management, Microsoft Office, Microsoft Word, Investments, Research, Customer Service, Mutual Funds, Trusts
Education
University of Delaware 2007 — 2011
Bachelor of Arts, Business Administration and Management, General
Long Island Lutheran High School 2003 — 2007
Craig Panarella's UBS Wealth Management Experience February 2008 - April 2009
Job Owner | Panarella Wealth Management LLC
Industry Investment Management
Experience
Panarella Wealth Management LLC July 2012 - Present
American Portfolios Advisors, Inc. May 2009 - June 2012
American Portfolios May 2009 - June 2012
UBS Wealth Management February 2008 - April 2009
Sanofi November 1997 - January 2008
Skills
Investment Advisory, Estate Planning, Charitable Gift Planning, Risk Analysis, Portfolio Management, College Education..., Employee Benefits, Qualified Retirement...
Education
The University of Connecticut
Panarella Wealth Management LLC July 2012 - Present
American Portfolios Advisors, Inc. May 2009 - June 2012
American Portfolios May 2009 - June 2012
UBS Wealth Management February 2008 - April 2009
Sanofi November 1997 - January 2008
Skills
Investment Advisory, Estate Planning, Charitable Gift Planning, Risk Analysis, Portfolio Management, College Education..., Employee Benefits, Qualified Retirement...
Education
The University of Connecticut
John Sagliano II's UBS Wealth Management Experience August 2013 - Present
Job Analyst, Alternative Investments at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
UBS Wealth Management August 2013 - Present
Mattoni Group May 2013 - August 2013
LEÓN, MAYER & Co. September 2012 - May 2013
Education
University of Connecticut 2014 — 2015
Master of Science (M.S.), Accounting
University of Miami 2009 — 2013
Bachelor's of Business Administration, Finance / Accounting, Summa Cum Laude; Finance Honors
UBS September 2015 - Present
UBS Wealth Management August 2013 - Present
Mattoni Group May 2013 - August 2013
LEÓN, MAYER & Co. September 2012 - May 2013
Education
University of Connecticut 2014 — 2015
Master of Science (M.S.), Accounting
University of Miami 2009 — 2013
Bachelor's of Business Administration, Finance / Accounting, Summa Cum Laude; Finance Honors
Kelsey S.'s UBS Wealth Management Experience March 2014 - Present
Job Branch Administrative Manager
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
X West Inc. - XEROX Platinum Authorized Sales Agent July 2013 - October 2013
UBS Wealth Management April 2006 - February 2013
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts, Economics
CorePower Yoga 2013 — 2013
200 Hour Yoga Teacher Training
Medical Sales College 2012 — 2012
AIMS Certificate, Osteobiologics Program
Arapahoe High 1998 — 2002
UBS Wealth Management March 2014 - Present
X West Inc. - XEROX Platinum Authorized Sales Agent July 2013 - October 2013
UBS Wealth Management April 2006 - February 2013
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts, Economics
CorePower Yoga 2013 — 2013
200 Hour Yoga Teacher Training
Medical Sales College 2012 — 2012
AIMS Certificate, Osteobiologics Program
Arapahoe High 1998 — 2002
Greg McGinley's UBS Wealth Management Experience August 2010 - April 2012
Job Sponsor Finance at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2014 - Present
BMO Harris Bank July 2013 - May 2014
UBS Wealth Management August 2010 - April 2012
UBS Wealth Management October 2009 - July 2010
Davis Center for Portfolio Management August 2009 - December 2009
Education
University of Illinois at Urbana-Champaign 2012 — 2013
MS, Finance
University of Dayton 2006 — 2010
BS, Finance & Economics
BMO Harris Bank June 2014 - Present
BMO Harris Bank July 2013 - May 2014
UBS Wealth Management August 2010 - April 2012
UBS Wealth Management October 2009 - July 2010
Davis Center for Portfolio Management August 2009 - December 2009
Education
University of Illinois at Urbana-Champaign 2012 — 2013
MS, Finance
University of Dayton 2006 — 2010
BS, Finance & Economics
Chris Reulbach's UBS Wealth Management Experience January 2005 - December 2006
Job Director, eBusiness Strategy & Execution
Industry Insurance
Experience
Travelers April 2014 - Present
RBC Capital Markets September 2012 - April 2014
Credit Suisse March 2012 - September 2012
Standard & Poor's September 2011 - March 2012
Fiserv August 2010 - September 2011
SS&C Technologies March 2007 - July 2010
UBS Wealth Management January 2005 - December 2006
Skills
PMO, Investment Banking, SDLC, Trading Systems, Project Delivery, Project Portfolio..., Business Analysis, Derivatives, Risk Management, Fixed Income, Capital Markets, Program Management, Software Project..., PMP, Portfolio Management, Equities, Vendor Management, Market Data, Financial Modeling, Stakeholder Management, Business Strategy, Financial Services, IT Strategy, Agile Project Management, Requirements Gathering, Business Requirements, Governance
Education
The University of Connecticut
Travelers April 2014 - Present
RBC Capital Markets September 2012 - April 2014
Credit Suisse March 2012 - September 2012
Standard & Poor's September 2011 - March 2012
Fiserv August 2010 - September 2011
SS&C Technologies March 2007 - July 2010
UBS Wealth Management January 2005 - December 2006
Skills
PMO, Investment Banking, SDLC, Trading Systems, Project Delivery, Project Portfolio..., Business Analysis, Derivatives, Risk Management, Fixed Income, Capital Markets, Program Management, Software Project..., PMP, Portfolio Management, Equities, Vendor Management, Market Data, Financial Modeling, Stakeholder Management, Business Strategy, Financial Services, IT Strategy, Agile Project Management, Requirements Gathering, Business Requirements, Governance
Education
The University of Connecticut
Roger Rowe's UBS Wealth Management Experience November 2012 - Present
Job Sr Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2012 - Present
Education
University of California, Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), Economics
Crescenta Valley High School 1984 — 1987
UBS Wealth Management November 2012 - Present
Education
University of California, Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), Economics
Crescenta Valley High School 1984 — 1987
Zachary Blackman's UBS Wealth Management Experience October 2014 - Present
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Skills
R, SAS programming, SQL, Statistics, Data Analysis, Quantitative Analytics, Data Modeling, Data Mining, Data Entry, Microsoft Office, Stata, Eviews, Microsoft Excel
Education
University of Connecticut 2010 — 2014
Bachelor of Arts (B.A.), Statistics and Economics
Xaverian Brothers High School 2006 — 2010
High School
UBS Wealth Management October 2014 - Present
Skills
R, SAS programming, SQL, Statistics, Data Analysis, Quantitative Analytics, Data Modeling, Data Mining, Data Entry, Microsoft Office, Stata, Eviews, Microsoft Excel
Education
University of Connecticut 2010 — 2014
Bachelor of Arts (B.A.), Statistics and Economics
Xaverian Brothers High School 2006 — 2010
High School
Matthew Santucci's UBS Wealth Management Experience June 2014 - Present
Job Student at University of Delaware
Industry Marketing and Advertising
Experience
UBS Wealth Management June 2014 - Present
Education
University of Delaware 2012 — 2016
UBS Wealth Management June 2014 - Present
Education
University of Delaware 2012 — 2016