UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Derek Berman Derek Berman's UBS Wealth Management Experience June 2013 - August 2013
Job Risk and Compliance Intern at Protiviti
Industry Management Consulting
Experience
Protiviti June 2015 - Present
JPMorgan Chase & Co. October 2014 - May 2015
JPMorgan Chase & Co. November 2013 - October 2014
JPMorgan Chase & Co. June 2014 - September 2014
UBS Wealth Management June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Bloomberg Software, Financial Modeling, Sales, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor's Degree, Finance & Economics
The Pennington School 2008 — 2012
Protiviti June 2015 - Present
JPMorgan Chase & Co. October 2014 - May 2015
JPMorgan Chase & Co. November 2013 - October 2014
JPMorgan Chase & Co. June 2014 - September 2014
UBS Wealth Management June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Bloomberg Software, Financial Modeling, Sales, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor's Degree, Finance & Economics
The Pennington School 2008 — 2012
Matthew Frawley's UBS Wealth Management Experience June 2015 - Present
Job Associate Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Wealth Management October 2011 - Present
Skills
Asset Allocation, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Mutual Funds, PowerPoint, Wealth Management, Event Planning, Financial Services, Financial Analysis, Social Media, Leadership, Time Management, Public Speaking, Investments
Education
Middle Tennessee State University 2014 — 2016
University of Kentucky 2007 — 2011
Economics
UBS Wealth Management June 2015 - Present
UBS Wealth Management October 2011 - Present
Skills
Asset Allocation, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Mutual Funds, PowerPoint, Wealth Management, Event Planning, Financial Services, Financial Analysis, Social Media, Leadership, Time Management, Public Speaking, Investments
Education
Middle Tennessee State University 2014 — 2016
University of Kentucky 2007 — 2011
Economics
David Cammack David Cammack's UBS Wealth Management Experience March 2014 - April 2014
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2014 - Present
UBS Wealth Management March 2014 - April 2014
UBS Wealth Management May 2011 - March 2014
UBS Wealth Management December 2007 - May 2011
Print Headquarters January 2006 - December 2007
First American Title May 2004 - January 2006
Skills
Asset Allocation
Education
University of Florida 1998 — 2002
Bachelor of Business Administration (BBA), Economics
Morgan Stanley Private Wealth Management April 2014 - Present
UBS Wealth Management March 2014 - April 2014
UBS Wealth Management May 2011 - March 2014
UBS Wealth Management December 2007 - May 2011
Print Headquarters January 2006 - December 2007
First American Title May 2004 - January 2006
Skills
Asset Allocation
Education
University of Florida 1998 — 2002
Bachelor of Business Administration (BBA), Economics
Daniel Earl Evans's UBS Wealth Management Experience December 2005 - August 2009
Job Financial Advisory & Planning, at Earldom Private CFO/ MultiFamily Office
Industry Accounting
Experience
Merrill Lynch 2009 - May 2013
UBS Wealth Management December 2005 - August 2009
Earldom, Ltd. November 1997 - November 2005
Bad Boy Entertainment 1994 - 1997
Bear Stearns & Co., Inc. 1992 - 1994
Riggs Bank 1991 - 1992
Education
University of London 1991 — 1992
Bachelor of Commerce (BCom), International Business
University of Maryland College Park 1987 — 1991
B.S. Economics, Econometrics and Quantitative Economics, 4.6/
East Hampton High School 1984 — 1987
High School, Business Administration and Management, General
Merrill Lynch 2009 - May 2013
UBS Wealth Management December 2005 - August 2009
Earldom, Ltd. November 1997 - November 2005
Bad Boy Entertainment 1994 - 1997
Bear Stearns & Co., Inc. 1992 - 1994
Riggs Bank 1991 - 1992
Education
University of London 1991 — 1992
Bachelor of Commerce (BCom), International Business
University of Maryland College Park 1987 — 1991
B.S. Economics, Econometrics and Quantitative Economics, 4.6/
East Hampton High School 1984 — 1987
High School, Business Administration and Management, General
Lacy Foreman Labbe's UBS Wealth Management Experience March 2012 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2012 - Present
Edward Jones June 2006 - March 2012
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelor's degree, Business Administration and Management, General
UBS Wealth Management March 2012 - Present
Edward Jones June 2006 - March 2012
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Jason Koh, CPA Jason Koh, CPA's UBS Wealth Management Experience March 2010 - June 2010
Job Sr. Financial Analyst at Amazon
Industry Accounting
Experience
Amazon October 2014 - Present
Amazon August 2012 - September 2014
PACCAR March 2012 - August 2012
PACCAR January 2011 - March 2012
PACCAR August 2010 - January 2011
Count on That, LLC January 2010 - August 2010
UBS Wealth Management March 2010 - June 2010
PepsiCo June 2009 - September 2009
T-Mobile 2007 - 2007
DaVita June 2006 - September 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Sarbanes-Oxley Act, Finance, Management, Access, Process Improvement, Financial Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Masters, Accounting
University of Washington 2005 — 2008
Bachelor of Science (BS), Accounting
Amazon October 2014 - Present
Amazon August 2012 - September 2014
PACCAR March 2012 - August 2012
PACCAR January 2011 - March 2012
PACCAR August 2010 - January 2011
Count on That, LLC January 2010 - August 2010
UBS Wealth Management March 2010 - June 2010
PepsiCo June 2009 - September 2009
T-Mobile 2007 - 2007
DaVita June 2006 - September 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Sarbanes-Oxley Act, Finance, Management, Access, Process Improvement, Financial Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Masters, Accounting
University of Washington 2005 — 2008
Bachelor of Science (BS), Accounting
Christopher Kempey Christopher Kempey's UBS Wealth Management Experience August 2006 - Present
Job Reward Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
PepsiCo October 2004 - August 2006
Skills
Human Resources, Recruiting, Employee Benefits, Analysis, Financial Services, Leadership, Onboarding, Portfolio Management, Microsoft Office, Equities
Education
University of Maine 2000 — 2004
Bachelor of Arts (BA), Economics
UBS Wealth Management August 2006 - Present
PepsiCo October 2004 - August 2006
Skills
Human Resources, Recruiting, Employee Benefits, Analysis, Financial Services, Leadership, Onboarding, Portfolio Management, Microsoft Office, Equities
Education
University of Maine 2000 — 2004
Bachelor of Arts (BA), Economics
Annie Shidler Annie Shidler's UBS Wealth Management Experience June 2015 - Present
Job Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
Morgan Stanley Smith Barney May 2012 - July 2014
Education
University of Florida
UBS Wealth Management June 2015 - Present
Morgan Stanley Smith Barney May 2012 - July 2014
Education
University of Florida
Chip Reagan Chip Reagan's UBS Wealth Management Experience June 2008 - August 2008
Job Energy & Marine Division at McGriff, Seibels & Williams, Inc.
Industry Insurance
Experience
McGriff, Seibels & Williams February 2013 - Present
Barney & Barney May 2012 - August 2012
The Office of Senator Saxby Chambliss May 2011 - June 2011
Stream Realty Partners June 2010 - August 2010
Reagan Consulting June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Marketing, New Business Development, Market Research, Analysis, Finance, Customer Satisfaction, Proposal Writing, Risk Management, Time Management, Cold Calling, Banking, Market Analysis, Insurance, Account Management, Sales, Professional Liability, Leadership
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management/Insurance & Real Estate
McGriff, Seibels & Williams February 2013 - Present
Barney & Barney May 2012 - August 2012
The Office of Senator Saxby Chambliss May 2011 - June 2011
Stream Realty Partners June 2010 - August 2010
Reagan Consulting June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Marketing, New Business Development, Market Research, Analysis, Finance, Customer Satisfaction, Proposal Writing, Risk Management, Time Management, Cold Calling, Banking, Market Analysis, Insurance, Account Management, Sales, Professional Liability, Leadership
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management/Insurance & Real Estate
Megan Lefranc Megan Lefranc's UBS Wealth Management Experience May 2011 - August 2011
Job Asset Manager at A&E Real Estate Holdings
Industry Investment Banking
Experience
A&E Real Estate Holdings February 2013 - Present
STARWORKS Group December 2012 - February 2013
Merrill Lynch June 2012 - August 2012
UF International Center - Exchange Visitor Services August 2011 - July 2012
UBS Wealth Management May 2011 - August 2011
Valencia College - International Student Services January 2010 - July 2010
Valencia Community College October 2009 - July 2010
Skills
Investments, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Bloomberg, Project Management, Financial Modeling, Finance, Analysis, Budgets, Corporate Finance, Portfolio Management, Economics, Market Research, Risk Management, Asset Management, Project Finance, Financial Analysis, Research, Real Estate, French
Education
University of Florida 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Valencia Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Lycée Jules Ferry 2005 — 2008
Baccalauréat, Scientifique - Sciences de l'ingénieur
A&E Real Estate Holdings February 2013 - Present
STARWORKS Group December 2012 - February 2013
Merrill Lynch June 2012 - August 2012
UF International Center - Exchange Visitor Services August 2011 - July 2012
UBS Wealth Management May 2011 - August 2011
Valencia College - International Student Services January 2010 - July 2010
Valencia Community College October 2009 - July 2010
Skills
Investments, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Bloomberg, Project Management, Financial Modeling, Finance, Analysis, Budgets, Corporate Finance, Portfolio Management, Economics, Market Research, Risk Management, Asset Management, Project Finance, Financial Analysis, Research, Real Estate, French
Education
University of Florida 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Valencia Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Lycée Jules Ferry 2005 — 2008
Baccalauréat, Scientifique - Sciences de l'ingénieur
Seth Dorotich Seth Dorotich's UBS Wealth Management Experience October 2001 - November 2002
Job Owner of Jacob's Ladder Construction Inc.
Industry Construction
Experience
Jacob's Ladder January 2004 - Present
IFS October 2002 - December 2003
UBS Wealth Management October 2001 - November 2002
Skills
Contractors, Construction, Renovation, Construction Management, Residential Homes, Home, Process Scheduler, Project Management, Small Business, Contract Negotiation, Team Building, Purchasing, Negotiation, Project Planning, Strategic Planning, Contract Management
Education
University of Florida 1997 — 2002
Business, Informational Sciences
Port Charlotte High School 1992 — 1997
High School Diploma, Soccer
Jacob's Ladder January 2004 - Present
IFS October 2002 - December 2003
UBS Wealth Management October 2001 - November 2002
Skills
Contractors, Construction, Renovation, Construction Management, Residential Homes, Home, Process Scheduler, Project Management, Small Business, Contract Negotiation, Team Building, Purchasing, Negotiation, Project Planning, Strategic Planning, Contract Management
Education
University of Florida 1997 — 2002
Business, Informational Sciences
Port Charlotte High School 1992 — 1997
High School Diploma, Soccer
Benjamin Kandelman Benjamin Kandelman's UBS Wealth Management Experience January 2009 - April 2009
Job Senior Reports Analyst at Fieldglass
Industry Computer Software
Experience
Fieldglass July 2014 - Present
Fieldglass October 2012 - June 2014
Veolia Transportation June 2012 - September 2012
Veolia Transportation March 2010 - June 2012
Veolia Transportation September 2009 - March 2010
UBS Global Asset Management June 2009 - August 2009
UBS Wealth Management January 2009 - April 2009
Cutting Edge Electric October 2008 - December 2008
South Shore Trading May 2007 - December 2008
Skills
Excel, Access, VBA, Data Analysis, Databases, Microsoft Office, Financial Analysis, Problem Solving, Process Improvement, Strategic Planning, Business Analysis, Customer Service, Operations Management, Requirements Analysis, Management, Microsoft Excel, Windows, Budgets, Business Process..., Research, Contract Management, Analysis, Project Planning, Financial Modeling, Forecasting, Leadership, Accounting, Project Management, Portfolio Management, Team Leadership, Outlook, MS Project, Microsoft SQL Server, Microsoft Word, SharePoint, Procurement, Training, Program Management, PowerPoint, Risk Management, Business Intelligence, Software Documentation, Vendor Management, System Administration, SQL, Visio, Finance, Auditing, Financial Reporting, Strategy
Education
University of Illinois at Chicago 2007 — 2009
of Business Administration, finance
Ida Crown Jewish Academy 2001 — 2005
Fieldglass July 2014 - Present
Fieldglass October 2012 - June 2014
Veolia Transportation June 2012 - September 2012
Veolia Transportation March 2010 - June 2012
Veolia Transportation September 2009 - March 2010
UBS Global Asset Management June 2009 - August 2009
UBS Wealth Management January 2009 - April 2009
Cutting Edge Electric October 2008 - December 2008
South Shore Trading May 2007 - December 2008
Skills
Excel, Access, VBA, Data Analysis, Databases, Microsoft Office, Financial Analysis, Problem Solving, Process Improvement, Strategic Planning, Business Analysis, Customer Service, Operations Management, Requirements Analysis, Management, Microsoft Excel, Windows, Budgets, Business Process..., Research, Contract Management, Analysis, Project Planning, Financial Modeling, Forecasting, Leadership, Accounting, Project Management, Portfolio Management, Team Leadership, Outlook, MS Project, Microsoft SQL Server, Microsoft Word, SharePoint, Procurement, Training, Program Management, PowerPoint, Risk Management, Business Intelligence, Software Documentation, Vendor Management, System Administration, SQL, Visio, Finance, Auditing, Financial Reporting, Strategy
Education
University of Illinois at Chicago 2007 — 2009
of Business Administration, finance
Ida Crown Jewish Academy 2001 — 2005
Aaron Czerkies's UBS Wealth Management Experience June 2011 - August 2011
Job 2nd Lieutenant at United States Marine Corps
Industry Financial Services
Experience
United States Marine Corps November 2013 - Present
Butler National Golf Club June 2008 - August 2013
UBS Wealth Management June 2011 - August 2011
Skills
Stategic Planning, Personnel Management, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Sales, Public Speaking
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor's Degree, Finance
United States Marine Corps November 2013 - Present
Butler National Golf Club June 2008 - August 2013
UBS Wealth Management June 2011 - August 2011
Skills
Stategic Planning, Personnel Management, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Sales, Public Speaking
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor's Degree, Finance
Fadil Kulam Fadil Kulam's UBS Wealth Management Experience May 2014 - December 2014
Job Investment Banking Intern at Madison Street Capital
Industry Financial Services
Experience
Madison Street Capital June 2015 - Present
U.S. Bank March 2015 - May 2015
UBS Wealth Management May 2014 - December 2014
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Microsoft Excel, Corporate Finance, Investments, Finance, Equities, PowerPoint, Equity Research, Economics, Capital Markets, Portfolio Management, Fixed Income
Education
University of Illinois at Chicago 2009 — 2013
Bachelor's degree, Finance
Madison Street Capital June 2015 - Present
U.S. Bank March 2015 - May 2015
UBS Wealth Management May 2014 - December 2014
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Microsoft Excel, Corporate Finance, Investments, Finance, Equities, PowerPoint, Equity Research, Economics, Capital Markets, Portfolio Management, Fixed Income
Education
University of Illinois at Chicago 2009 — 2013
Bachelor's degree, Finance
Brian Tarro Brian Tarro's UBS Wealth Management Experience April 2006 - June 2007
Job Financial Advisor at Herbst Financial Advisors, Inc.
Industry Investment Management
Experience
Herbst Financial Advisors, Inc. February 2014 - Present
Fifth Third Securities June 2012 - January 2014
Family-owned / Privately-held October 2010 - May 2012
NACC January 2010 - 2011
Ameriprise Financial November 2007 - January 2010
Sikich 2010 - 2010
UBS Wealth Management April 2006 - June 2007
Perfect Image 1999 - 2006
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Herbst Financial Advisors, Inc. February 2014 - Present
Fifth Third Securities June 2012 - January 2014
Family-owned / Privately-held October 2010 - May 2012
NACC January 2010 - 2011
Ameriprise Financial November 2007 - January 2010
Sikich 2010 - 2010
UBS Wealth Management April 2006 - June 2007
Perfect Image 1999 - 2006
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Sherry Elazegui Sherry Elazegui's UBS Wealth Management Experience May 2008 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management May 2008 - May 2009
Education
University of Illinois at Chicago 2004 — 2009
Bachelors, Economics
UBS Wealth Management May 2008 - May 2009
Education
University of Illinois at Chicago 2004 — 2009
Bachelors, Economics
David Bowie David Bowie's UBS Wealth Management Experience December 2014 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2014 - Present
FBR Capital Markets June 2001 - November 2014
Trainer Wortham Investment Management March 2000 - May 2001
United States Marine Corps Reserves January 1996 - January 2000
Skills
Equities, Securities, Capital Markets, Mutual Funds, Series 7, Investment Banking, Investments, Hedge Funds, Equity Trading, Series 63, Private Placements, Institutional Sales, IPO, Asset Management, Alternative Investments, Institutional..., Equity Valuation, FINRA, Financial Markets, Equity Research, ETFs, Derivatives, Bonds, Asset Allocation, Investment Advisory, Series 66
Education
University of Maryland College Park
BS, Finance and General Business
Our Lady of Good Counsel High School 1989 — 1993
UBS Wealth Management December 2014 - Present
FBR Capital Markets June 2001 - November 2014
Trainer Wortham Investment Management March 2000 - May 2001
United States Marine Corps Reserves January 1996 - January 2000
Skills
Equities, Securities, Capital Markets, Mutual Funds, Series 7, Investment Banking, Investments, Hedge Funds, Equity Trading, Series 63, Private Placements, Institutional Sales, IPO, Asset Management, Alternative Investments, Institutional..., Equity Valuation, FINRA, Financial Markets, Equity Research, ETFs, Derivatives, Bonds, Asset Allocation, Investment Advisory, Series 66
Education
University of Maryland College Park
BS, Finance and General Business
Our Lady of Good Counsel High School 1989 — 1993
Ronnie C Simpson, CRPC® Ronnie C Simpson, CRPC®'s UBS Wealth Management Experience May 2008 - Present
Job Vice President & Senior Portfolio Manager Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management May 2008 - Present
Morgan Stanley April 2001 - May 2008
Education
University of Florida 1994 — 1999
UBS Wealth Management May 2008 - Present
Morgan Stanley April 2001 - May 2008
Education
University of Florida 1994 — 1999
Jonathan Vayner Jonathan Vayner's UBS Wealth Management Experience 2005 - 2006
Job District Manager at Related
Industry Real Estate
Experience
Related Companies June 2015 - Present
CompassRock Real Estate June 2012 - June 2015
The Dermot Company, Inc August 2006 - May 2012
UBS Wealth Management 2005 - 2006
Morgan Stanley 2002 - 2003
Skills
Property Management, Real Estate, Asset Managment, Due Diligence, Real Estate Development, Construction Management, Budgets, Vendor Management, Financial Analysis, Financial Reporting, Excel, Microsoft Excel, Contract Negotiation, Financial Modeling, Asset Management, Corporate Real Estate, Real Estate Economics, Finance, Contract Management, Real Estate Transactions, Market Research, Disposition, Investment Properties, Leases, Negotiation, Valuation, Affordable Housing, Dispositions
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts, Economics
Related Companies June 2015 - Present
CompassRock Real Estate June 2012 - June 2015
The Dermot Company, Inc August 2006 - May 2012
UBS Wealth Management 2005 - 2006
Morgan Stanley 2002 - 2003
Skills
Property Management, Real Estate, Asset Managment, Due Diligence, Real Estate Development, Construction Management, Budgets, Vendor Management, Financial Analysis, Financial Reporting, Excel, Microsoft Excel, Contract Negotiation, Financial Modeling, Asset Management, Corporate Real Estate, Real Estate Economics, Finance, Contract Management, Real Estate Transactions, Market Research, Disposition, Investment Properties, Leases, Negotiation, Valuation, Affordable Housing, Dispositions
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts, Economics
Jeff Zhang Jeff Zhang's UBS Wealth Management Experience June 2011 - August 2011
Job Manager at EY
Industry Management Consulting
Experience
EY May 2014 - Present
IBM February 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
InnovateTech Ventures July 2010 - August 2010
Skills
IT Strategy, Strategy, Data Analysis, Business Process..., Management Consulting, Business Analysis, Program Management, Business Intelligence, Analytics, Business Strategy, SDLC, Management
Education
University of Pennsylvania 2010 — 2011
Masters
University of Maryland College Park 2006 — 2010
Bachelors
EY May 2014 - Present
IBM February 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
InnovateTech Ventures July 2010 - August 2010
Skills
IT Strategy, Strategy, Data Analysis, Business Process..., Management Consulting, Business Analysis, Program Management, Business Intelligence, Analytics, Business Strategy, SDLC, Management
Education
University of Pennsylvania 2010 — 2011
Masters
University of Maryland College Park 2006 — 2010
Bachelors
Charles Ferraro's UBS Wealth Management Experience January 2013 - May 2013
Job Buyer at Cabot Corporation
Industry Logistics and Supply Chain
Experience
Cabot Corporation June 2014 - Present
UBS Wealth Management January 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, English, Microsoft Word, Inventory Management, Time Management, Outlook, Event Planning, Budgets, Hospitality, Financial Modeling, Financial Statements, Team-oriented, Access, Sales, Social Media Marketing, Facebook
Education
University of Maryland College Park 2010 — 2014
BS, Finance and Supply Chain Management
Cabot Corporation June 2014 - Present
UBS Wealth Management January 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, English, Microsoft Word, Inventory Management, Time Management, Outlook, Event Planning, Budgets, Hospitality, Financial Modeling, Financial Statements, Team-oriented, Access, Sales, Social Media Marketing, Facebook
Education
University of Maryland College Park 2010 — 2014
BS, Finance and Supply Chain Management
Patty K. Scott's UBS Wealth Management Experience January 2008 - September 2009
Job The Scott Group Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2011 - Present
East-West Private LLC June 2010 - Present
JP Morgan Private Wealth August 2009 - March 2011
UBS Wealth Management January 2008 - September 2009
First Financial Bank January 1998 - January 2008
Education
University of Evansville 1988 — 1992
BS, Business Administration
Merrill Lynch March 2011 - Present
East-West Private LLC June 2010 - Present
JP Morgan Private Wealth August 2009 - March 2011
UBS Wealth Management January 2008 - September 2009
First Financial Bank January 1998 - January 2008
Education
University of Evansville 1988 — 1992
BS, Business Administration
David Laut, CFP®, AIF®'s UBS Wealth Management Experience July 2007 - December 2010
Job Vice President, Regional Advisory Consultant
Industry Financial Services
Experience
LPL Financial April 2012 - Present
LPL Financial January 2011 - April 2012
UBS Wealth Management July 2007 - December 2010
Rydex Investments January 2006 - July 2007
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Series 6, ETFs, Separately Managed..., Unified Managed Accounts, Retirement Planning, Securities, Retirement, Investments, Financial Advisory, Strategic Financial..., Financial Planning
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., General Business Administration
LPL Financial April 2012 - Present
LPL Financial January 2011 - April 2012
UBS Wealth Management July 2007 - December 2010
Rydex Investments January 2006 - July 2007
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Series 6, ETFs, Separately Managed..., Unified Managed Accounts, Retirement Planning, Securities, Retirement, Investments, Financial Advisory, Strategic Financial..., Financial Planning
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., General Business Administration
Walt Williams Walt Williams's UBS Wealth Management Experience November 2010 - Present
Job The Legacy Wealth Management Group
Industry Financial Services
Experience
UBS Wealth Management November 2010 - Present
Terrapin Sports Marketing/CBS Collegiate Sports Properties 2009 - Present
NBA Player June 1992 - May 2003
Skills
Finance, Investments, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Advisory, Equities
Education
University of Maryland College Park 1988 — 1992
UBS Wealth Management November 2010 - Present
Terrapin Sports Marketing/CBS Collegiate Sports Properties 2009 - Present
NBA Player June 1992 - May 2003
Skills
Finance, Investments, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Advisory, Equities
Education
University of Maryland College Park 1988 — 1992
Summer Bramlett Summer Bramlett's UBS Wealth Management Experience 2006 - 2008
Job Business Owner & Entrepreneur
Industry Financial Services
Experience
UBS Wealth Management 2006 - 2008
Deutsche Bank 2002 - 2002
DEG 1996 - 2001
Skills
Investments, Financial Analysis, Corporate Finance, Wealth Management, Risk Management, Equities, Financial Modeling, Strategy, Fixed Income, Derivatives, Valuation, Capital Markets, Business Strategy, Portfolio Management, Banking
Education
University of Toronto 2001 — 2003
MBA
University of International Business and Economics
UBS Wealth Management 2006 - 2008
Deutsche Bank 2002 - 2002
DEG 1996 - 2001
Skills
Investments, Financial Analysis, Corporate Finance, Wealth Management, Risk Management, Equities, Financial Modeling, Strategy, Fixed Income, Derivatives, Valuation, Capital Markets, Business Strategy, Portfolio Management, Banking
Education
University of Toronto 2001 — 2003
MBA
University of International Business and Economics
Alex Arenas Alex Arenas's UBS Wealth Management Experience June 2001 - May 2002
Job Vice President North & South America at Caribbean Energy
Industry Oil & Energy
Experience
Caribbean Energy September 2010 - Present
Fronterra Geosciences 2009 - August 2010
AFI Logistics May 2002 - 2009
UBS Wealth Management June 2001 - May 2002
Mercedes Benz USA May 1998 - June 2001
Calidad Microbiologica, Ltda May 1997 - April 1998
Cahrrera International, Inc. August 1994 - May 1997
A&D Consulting May 1992 - July 1994
Skills
Management, International Business..., Integration, Energy Industry, Business Development, Petroleum, Negotiation, Gas, Project Management, Energy, Leadership, Analysis, Business Strategy, Recruiting, Risk Management, Portfolio Management, Commodity, Mergers, Due Diligence, Trading, Training, Earth Science, Upstream, Oilfield, Petroleum Engineering, Logging, Drilling, Formation Evaluation, Seismology, Petrophysics, Geology, Completions, Drilling Engineering, Completion, Mergers & Acquisitions, Field Development, Geophysics, Oil & Gas, Strategy, Strategic Planning, Onshore, Oil & Gas Industry, New Business Development
Education
University of Houston 2002 — 2004
Specialization, Biophysical Sciences
University of Houston 1988 — 1992
B.S., Microbiology
Caribbean Energy September 2010 - Present
Fronterra Geosciences 2009 - August 2010
AFI Logistics May 2002 - 2009
UBS Wealth Management June 2001 - May 2002
Mercedes Benz USA May 1998 - June 2001
Calidad Microbiologica, Ltda May 1997 - April 1998
Cahrrera International, Inc. August 1994 - May 1997
A&D Consulting May 1992 - July 1994
Skills
Management, International Business..., Integration, Energy Industry, Business Development, Petroleum, Negotiation, Gas, Project Management, Energy, Leadership, Analysis, Business Strategy, Recruiting, Risk Management, Portfolio Management, Commodity, Mergers, Due Diligence, Trading, Training, Earth Science, Upstream, Oilfield, Petroleum Engineering, Logging, Drilling, Formation Evaluation, Seismology, Petrophysics, Geology, Completions, Drilling Engineering, Completion, Mergers & Acquisitions, Field Development, Geophysics, Oil & Gas, Strategy, Strategic Planning, Onshore, Oil & Gas Industry, New Business Development
Education
University of Houston 2002 — 2004
Specialization, Biophysical Sciences
University of Houston 1988 — 1992
B.S., Microbiology
Marcus Celes Marcus Celes's UBS Wealth Management Experience December 2008 - June 2009
Job Senior Financial Analyst at Visa
Industry Financial Services
Experience
Visa April 2013 - Present
Bank of America November 2010 - April 2013
Merrill Lynch July 2009 - November 2010
UBS Wealth Management December 2008 - June 2009
Dynamic Sounds 2000 - 2008
Skills
PMP, Business Process..., Microsoft Excel, Microsoft SQL Server, Quantitative Modeling, Certified Project..., Financial Modeling, Risk Management, Analysis, Financial Analysis, Leadership, Business Analysis, New Business Development, Finance, Process Improvement, Banking, Investments, Portfolio Management, Vendor Management, Project Management, Data Analysis, Management, Visio, SDLC, Business Intelligence, Program Management, Analytics, Strategy, Change Management, Cross-functional Team..., CRM, Team Leadership, Project Portfolio..., Product Development, Project Planning, Management Consulting, Business Strategy, Software Project..., Six Sigma, PMO, Strategic Planning, Competitive Analysis, Team Building, Operations Management, MS Project, IT Strategy, Quality Assurance, Requirements Analysis, Business Process, Business Development
Education
University of Southern California 2008 — 2010
Bachelor of Science, Mathematics and Economics
University of Hawaii at Manoa 2004 — 2007
Physics, Economics
Arroyo High School
Visa April 2013 - Present
Bank of America November 2010 - April 2013
Merrill Lynch July 2009 - November 2010
UBS Wealth Management December 2008 - June 2009
Dynamic Sounds 2000 - 2008
Skills
PMP, Business Process..., Microsoft Excel, Microsoft SQL Server, Quantitative Modeling, Certified Project..., Financial Modeling, Risk Management, Analysis, Financial Analysis, Leadership, Business Analysis, New Business Development, Finance, Process Improvement, Banking, Investments, Portfolio Management, Vendor Management, Project Management, Data Analysis, Management, Visio, SDLC, Business Intelligence, Program Management, Analytics, Strategy, Change Management, Cross-functional Team..., CRM, Team Leadership, Project Portfolio..., Product Development, Project Planning, Management Consulting, Business Strategy, Software Project..., Six Sigma, PMO, Strategic Planning, Competitive Analysis, Team Building, Operations Management, MS Project, IT Strategy, Quality Assurance, Requirements Analysis, Business Process, Business Development
Education
University of Southern California 2008 — 2010
Bachelor of Science, Mathematics and Economics
University of Hawaii at Manoa 2004 — 2007
Physics, Economics
Arroyo High School
Richard Gilmore Richard Gilmore's UBS Wealth Management Experience October 2002 - December 2009
Job SR VP of Investments Financial Advisor
Industry Financial Services
Experience
Raymond James December 2009 - Present
UBS Wealth Management October 2002 - December 2009
Robinson Humphrey/Smith Barney October 1988 - October 2002
Education
University of Florida 1976 — 1980
BSBA, Finance
Raymond James December 2009 - Present
UBS Wealth Management October 2002 - December 2009
Robinson Humphrey/Smith Barney October 1988 - October 2002
Education
University of Florida 1976 — 1980
BSBA, Finance
David Reddish's UBS Wealth Management Experience November 2010 - Present
Job Director, Regional Sales Consultant with UBS Financial
Industry Investment Management
Experience
UBS Wealth Management November 2010 - Present
Charles Schwab August 2009 - November 2010
Merrill Lynch November 2007 - July 2009
PHH Mortgage January 2002 - November 2007
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Portfolio Management, Banking, Financial Services, Retirement Planning, Securities, Mutual Funds, Credit, Asset Allocation, Mortgage Lending, Asset Management, Financial Analysis, Risk Management
Education
University of Florida 1995 — 1999
BA, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Forest High School
UBS Wealth Management November 2010 - Present
Charles Schwab August 2009 - November 2010
Merrill Lynch November 2007 - July 2009
PHH Mortgage January 2002 - November 2007
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Portfolio Management, Banking, Financial Services, Retirement Planning, Securities, Mutual Funds, Credit, Asset Allocation, Mortgage Lending, Asset Management, Financial Analysis, Risk Management
Education
University of Florida 1995 — 1999
BA, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Forest High School
ashok sekar ashok sekar's UBS Wealth Management Experience June 2012 - Present
Job Senior Java Consultant at UBS
Industry Computer Software
Experience
UBS Wealth Management June 2012 - Present
FedEx Services June 2011 - February 2012
UNFPA July 2010 - April 2011
Accenture November 2009 - June 2010
IBM August 2006 - April 2009
Skills
Oracle, Java Enterprise Edition, Java, Hibernate, Spring, Web Services, Tomcat, Struts, XML, PL/SQL, JSF, SOA, Ant, Weblogic, Eclipse, Websphere, Servlets, WebSphere
Education
University of Madras 2001 — 2004
B.Tech, Information Technology
UBS Wealth Management June 2012 - Present
FedEx Services June 2011 - February 2012
UNFPA July 2010 - April 2011
Accenture November 2009 - June 2010
IBM August 2006 - April 2009
Skills
Oracle, Java Enterprise Edition, Java, Hibernate, Spring, Web Services, Tomcat, Struts, XML, PL/SQL, JSF, SOA, Ant, Weblogic, Eclipse, Websphere, Servlets, WebSphere
Education
University of Madras 2001 — 2004
B.Tech, Information Technology
Kara Jackson Kara Jackson's UBS Wealth Management Experience September 2007 - June 2011
Job Accountant at Garrett, Thomas & Fazio P.C.
Industry Accounting
Experience
Garrett, Thomas & Fazio P.C. August 2012 - Present
Phillips 66 April 2012 - August 2012
ConocoPhillips November 2011 - April 2012
Garrett, Stephens, Thomas & Fazio. P.C., C.P.A. February 2010 - November 2011
UBS Wealth Management September 2007 - June 2011
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Account Reconciliation, Auditing, Tax, QuickBooks, PowerPoint, Tax Preparation, Microsoft Excel, GAAP, Internal Controls, US GAAP
Education
University of West Georgia 2012 — 2015
Master of Business Administration (MBA), Accounting
University of Georgia - Terry College of Business 2003 — 2007
BBA, Economics
Garrett, Thomas & Fazio P.C. August 2012 - Present
Phillips 66 April 2012 - August 2012
ConocoPhillips November 2011 - April 2012
Garrett, Stephens, Thomas & Fazio. P.C., C.P.A. February 2010 - November 2011
UBS Wealth Management September 2007 - June 2011
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Account Reconciliation, Auditing, Tax, QuickBooks, PowerPoint, Tax Preparation, Microsoft Excel, GAAP, Internal Controls, US GAAP
Education
University of West Georgia 2012 — 2015
Master of Business Administration (MBA), Accounting
University of Georgia - Terry College of Business 2003 — 2007
BBA, Economics
Robert Janson, MFin Robert Janson, MFin's UBS Wealth Management Experience January 2006 - May 2013
Job Chief Investment Officer at Westcourt Capital Corporation
Industry Financial Services
Experience
Westcourt Capital Corporation June 2013 - Present
UBS Wealth Management January 2006 - May 2013
AKAD School for Banking and Finance January 2008 - August 2010
AWD SA 2005 - 2006
Volleyball September 2000 - April 2005
Vista Wellness AG/SA 2002 - 2004
Skills
Investments, Banking, Wealth Management, Insurance, French, Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Crowd Funding in Canada, Corporate Finance, Derivatives Trading, Fixed Income, Equities, Bloomberg, Capital Markets, Asset Allocation, Financial Modeling, Due Diligence, Bonds, Finance, Asset Management, Derivatives, Equity Research, Securities, Valuation, Investment Advisory, Financial Markets, Investment Management, Structured Products, Strategic Financial..., Financial Advisory, Wealth, Investment Banking, Bloomberg Terminal, Private Banking, Options, Financial Planning
Education
Queen's School of Business 2012 — 2013
Master of Finance, Finance
CSI 2013 — 2013
Partners, Directors & Officers
AZEK Swiss Training Centre for Investment Professionals 2009 — 2010
Diploma, Finance
University of Lausanne, Switzerland 2001 — 2002
Diploma, Sociology, Politics and Management
University of Manitoba 1996 — 2000
Bachelor
Brookfield High School
Westcourt Capital Corporation June 2013 - Present
UBS Wealth Management January 2006 - May 2013
AKAD School for Banking and Finance January 2008 - August 2010
AWD SA 2005 - 2006
Volleyball September 2000 - April 2005
Vista Wellness AG/SA 2002 - 2004
Skills
Investments, Banking, Wealth Management, Insurance, French, Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Crowd Funding in Canada, Corporate Finance, Derivatives Trading, Fixed Income, Equities, Bloomberg, Capital Markets, Asset Allocation, Financial Modeling, Due Diligence, Bonds, Finance, Asset Management, Derivatives, Equity Research, Securities, Valuation, Investment Advisory, Financial Markets, Investment Management, Structured Products, Strategic Financial..., Financial Advisory, Wealth, Investment Banking, Bloomberg Terminal, Private Banking, Options, Financial Planning
Education
Queen's School of Business 2012 — 2013
Master of Finance, Finance
CSI 2013 — 2013
Partners, Directors & Officers
AZEK Swiss Training Centre for Investment Professionals 2009 — 2010
Diploma, Finance
University of Lausanne, Switzerland 2001 — 2002
Diploma, Sociology, Politics and Management
University of Manitoba 1996 — 2000
Bachelor
Brookfield High School
Robert Iorii, Jr.'s UBS Wealth Management Experience November 2004 - October 2011
Job Managing Director Investments, The Robert Charles Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
UBS Wealth Management November 2004 - October 2011
UBS Wealth Management November 2004 - October 2011
Morgan Stanley Smith Barney December 1994 - November 2004
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
Fenwick High School 1983 — 1987
Wells Fargo Advisors, LLC October 2011 - Present
UBS Wealth Management November 2004 - October 2011
UBS Wealth Management November 2004 - October 2011
Morgan Stanley Smith Barney December 1994 - November 2004
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
Fenwick High School 1983 — 1987
Alvaro V. Ramirez Alvaro V. Ramirez's UBS Wealth Management Experience August 2006 - January 2010
Job .
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - Present
UBS Wealth Management August 2006 - January 2010
Skills
Investments, Series 63, Microsoft Office, Wealth Management, Uniform Combined State..., FINRA, Series 7, Asset Allocation, Financial Analysis, Financial Services, Mutual Funds, Securities
Education
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
Morgan Stanley Wealth Management January 2010 - Present
UBS Wealth Management August 2006 - January 2010
Skills
Investments, Series 63, Microsoft Office, Wealth Management, Uniform Combined State..., FINRA, Series 7, Asset Allocation, Financial Analysis, Financial Services, Mutual Funds, Securities
Education
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
Sarah Dwyer's UBS Wealth Management Experience 2005 - 2007
Job CEO at Chouquette
Industry Banking
Experience
Chouquette May 2010 - Present
Citronelle April 2010 - June 2010
Le Cordon Bleu Paris June 2009 - March 2010
On Sabbatical January 2009 - June 2009
Promontory July 2007 - December 2008
UBS Wealth Management 2005 - 2007
UBS Financial Services 1998 - 2007
DJHPM October 1997 - May 1998
Laura Ashley 1991 - 1995
Skills
Business Strategy, Customer Relations, Management Consulting, Strategic Planning, Customer Service, Business Development
Education
University of Maryland College Park
Chouquette May 2010 - Present
Citronelle April 2010 - June 2010
Le Cordon Bleu Paris June 2009 - March 2010
On Sabbatical January 2009 - June 2009
Promontory July 2007 - December 2008
UBS Wealth Management 2005 - 2007
UBS Financial Services 1998 - 2007
DJHPM October 1997 - May 1998
Laura Ashley 1991 - 1995
Skills
Business Strategy, Customer Relations, Management Consulting, Strategic Planning, Customer Service, Business Development
Education
University of Maryland College Park
Orin Wexler Orin Wexler's UBS Wealth Management Experience July 2004 - June 2006
Job Sports Sponsorship, Marketing, & Investment Banking Professional
Industry Investment Banking
Experience
IMG January 2012 - Present
UBS Investment Bank April 2008 - November 2010
UBS Investment Bank June 2006 - April 2008
UBS Wealth Management July 2004 - June 2006
Skills
Fixed Income, Derivatives, Bloomberg, Trading, Securities, Valuation, Financial Modeling, Excel, Credit, Structured Products, PowerPoint, Sponsorship Sales, Sponsorship Activation, Sports Marketing, Sponsorship Research, Business Development, Business Strategy, Business Analysis, Sales Management, Marketing Strategy, Event Planning, Event Management, Analysis, Sales, Sports, Finance, Sponsorship, Marketing, Sports Management
Education
New York University. Preston Robert Tisch Center for Hospitality, Tourism and Sports Management 2011 — 2012
Master of Science (M.S.), Sports Business, 3.9 GPA
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Finance
IMG January 2012 - Present
UBS Investment Bank April 2008 - November 2010
UBS Investment Bank June 2006 - April 2008
UBS Wealth Management July 2004 - June 2006
Skills
Fixed Income, Derivatives, Bloomberg, Trading, Securities, Valuation, Financial Modeling, Excel, Credit, Structured Products, PowerPoint, Sponsorship Sales, Sponsorship Activation, Sports Marketing, Sponsorship Research, Business Development, Business Strategy, Business Analysis, Sales Management, Marketing Strategy, Event Planning, Event Management, Analysis, Sales, Sports, Finance, Sponsorship, Marketing, Sports Management
Education
New York University. Preston Robert Tisch Center for Hospitality, Tourism and Sports Management 2011 — 2012
Master of Science (M.S.), Sports Business, 3.9 GPA
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Finance
Emma Yang Emma Yang's UBS Wealth Management Experience January 2010 - May 2010
Job Sr. Financial Analyst at DataDirect Networks
Industry Information Technology and Services
Experience
DataDirect Networks September 2012 - Present
Rearden Commerce May 2012 - August 2012
AsteelFlash Group April 2011 - May 2012
Pearson eCollege October 2010 - April 2011
Daniels College of Business January 2009 - June 2010
UBS Wealth Management January 2010 - May 2010
Bank of China December 2007 - February 2008
Skills
Corporate Financial..., Financial Forecasting, Financial Modeling, Microsoft Excel, PowerPoint, Hyperion essbase, NetSuite, SAP, Oracle Applications, Oracle Project..., Business Objects, SugarCRM, Minitab, Crystal Ball, Fast Learner, Mandarin, Financial Analysis, Essbase, Salesforce, Supply chain, Revenue forecasting, Gross margin, Salesforce.com, Finance, Accounting, Process Improvement, Analysis, Data Analysis, Financial Reporting, Management
Education
University of Denver - Daniels College of Business 2008 — 2010
Master of Science, Finance
Shandong Jiaotong University 2004 — 2008
Bachelor, Economics
Jining #1 Middle High School
DataDirect Networks September 2012 - Present
Rearden Commerce May 2012 - August 2012
AsteelFlash Group April 2011 - May 2012
Pearson eCollege October 2010 - April 2011
Daniels College of Business January 2009 - June 2010
UBS Wealth Management January 2010 - May 2010
Bank of China December 2007 - February 2008
Skills
Corporate Financial..., Financial Forecasting, Financial Modeling, Microsoft Excel, PowerPoint, Hyperion essbase, NetSuite, SAP, Oracle Applications, Oracle Project..., Business Objects, SugarCRM, Minitab, Crystal Ball, Fast Learner, Mandarin, Financial Analysis, Essbase, Salesforce, Supply chain, Revenue forecasting, Gross margin, Salesforce.com, Finance, Accounting, Process Improvement, Analysis, Data Analysis, Financial Reporting, Management
Education
University of Denver - Daniels College of Business 2008 — 2010
Master of Science, Finance
Shandong Jiaotong University 2004 — 2008
Bachelor, Economics
Jining #1 Middle High School
Fathi Salem Fathi Salem's UBS Wealth Management Experience August 2009 - December 2009
Job Senior Derivatives Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrrill Lynch October 2012 - January 2014
Bank of America Merrill Lynch August 2010 - October 2012
UBS Wealth Management August 2009 - December 2009
Skills
Fixed Income, Swaps, Bloomberg, Options, Derivatives, Credit Derivatives, Funding, Trading Systems, Microsoft Excel, Front Office Support, Interest Rate..., CDX, Futures, ICE, TRS, Settlement Services, Accounting, Sales, ISDA, Superior Client Service, Sungard GMI, Operations Management, SharePoint, Markitwire, Hedge Funds, FX Options, Settlement, CDS, Middle Office, Interest Rate Swaps, Equity Derivatives, Bonds, Client Services
Education
University of Illinois at Chicago
BS, Finance
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrrill Lynch October 2012 - January 2014
Bank of America Merrill Lynch August 2010 - October 2012
UBS Wealth Management August 2009 - December 2009
Skills
Fixed Income, Swaps, Bloomberg, Options, Derivatives, Credit Derivatives, Funding, Trading Systems, Microsoft Excel, Front Office Support, Interest Rate..., CDX, Futures, ICE, TRS, Settlement Services, Accounting, Sales, ISDA, Superior Client Service, Sungard GMI, Operations Management, SharePoint, Markitwire, Hedge Funds, FX Options, Settlement, CDS, Middle Office, Interest Rate Swaps, Equity Derivatives, Bonds, Client Services
Education
University of Illinois at Chicago
BS, Finance
Jennifer VanderSchoor, CFP®'s UBS Wealth Management Experience February 2009 - Present
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Merrill Lynch September 1998 - February 2009
Education
University of Houston, C.T. Bauer College of Business 1995 — 1998
BBA, Finance
UBS Wealth Management February 2009 - Present
Merrill Lynch September 1998 - February 2009
Education
University of Houston, C.T. Bauer College of Business 1995 — 1998
BBA, Finance
Lane Strumlauf Lane Strumlauf's UBS Wealth Management Experience March 2014 - Present
Job Managing Director Northwest Regional Director at UBS Financial Services, Inc. Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
UBS Financial Services, Inc. August 2009 - March 2014
UBS August 2007 - August 2009
Smith Barney October 2000 - August 2007
Prudential Securities January 1997 - June 1998
Education
University of Florida 1983 — 1988
BS, Accounting
UBS Wealth Management March 2014 - Present
UBS Financial Services, Inc. August 2009 - March 2014
UBS August 2007 - August 2009
Smith Barney October 2000 - August 2007
Prudential Securities January 1997 - June 1998
Education
University of Florida 1983 — 1988
BS, Accounting
Charles L Guy, Jr. MBA Charles L Guy, Jr. MBA's UBS Wealth Management Experience 2010 - 2012
Job Sales Leader | Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Robert (Ali) Virden Robert (Ali) Virden's UBS Wealth Management Experience 2004 - 2005
Job Investment Specialist / Investment Advisor Rep. / Financial Services Rep. at Crescent Financial, an Office of MetLife
Industry Financial Services
Experience
CRESCENT FINANCIAL, an Office of MetLife January 2009 - Present
Crescent Financial LLC 2008 - January 2009
Saturna Capital Corporation 2006 - 2008
Merrill Lynch Private Client Group 2005 - 2006
UBS Wealth Management 2004 - 2005
Legg Mason 1999 - 2003
Smith Barney 1993 - 1999
Smith Barney 1991 - 1993
Merrill Lynch 1987 - 1991
Skills
7/2013 - MetLife's..., Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Advisory
Education
The American College of Financial Services 2010 — 2014
Chartered Financial Consultant ( ChFC ) professional designation
University of Maryland College Park 1983 — 1987
BS, Finance, (English minor)
CRESCENT FINANCIAL, an Office of MetLife January 2009 - Present
Crescent Financial LLC 2008 - January 2009
Saturna Capital Corporation 2006 - 2008
Merrill Lynch Private Client Group 2005 - 2006
UBS Wealth Management 2004 - 2005
Legg Mason 1999 - 2003
Smith Barney 1993 - 1999
Smith Barney 1991 - 1993
Merrill Lynch 1987 - 1991
Skills
7/2013 - MetLife's..., Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Advisory
Education
The American College of Financial Services 2010 — 2014
Chartered Financial Consultant ( ChFC ) professional designation
University of Maryland College Park 1983 — 1987
BS, Finance, (English minor)
Marla Lopez-Roberts's UBS Wealth Management Experience 2006 - 2009
Job Institutional Client Services
Industry Financial Services
Experience
APSB 2012 - 2014
Merrimac Asset Management LLC 2010 - 2012
UBS Wealth Management 2006 - 2009
Fiserv Investor Services 2004 - 2006
Smith Barney Citigroup 1999 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business English, English, Event Planning, Project Planning, Financial Services, Special Education, Communication, Interpersonal Skills, Interpersonal..., Interpersonal..., Administrative..., Office Administration, Office Management, Series 7, Series 63, Series 6, Series 24, Trade Compliance, Customer Service, Finance, Investments, Regulatory Compliance, Risk Management
Education
University of Louisiana at Lafayette 1989 — 1993
Bachelor of Arts (BA), English
The Louisiana School of Math, Science, and Arts 1986 — 1988
APSB 2012 - 2014
Merrimac Asset Management LLC 2010 - 2012
UBS Wealth Management 2006 - 2009
Fiserv Investor Services 2004 - 2006
Smith Barney Citigroup 1999 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business English, English, Event Planning, Project Planning, Financial Services, Special Education, Communication, Interpersonal Skills, Interpersonal..., Interpersonal..., Administrative..., Office Administration, Office Management, Series 7, Series 63, Series 6, Series 24, Trade Compliance, Customer Service, Finance, Investments, Regulatory Compliance, Risk Management
Education
University of Louisiana at Lafayette 1989 — 1993
Bachelor of Arts (BA), English
The Louisiana School of Math, Science, and Arts 1986 — 1988
Katharine Sternecky's UBS Wealth Management Experience November 2013 - November 2014
Job Data Analyst at United Airlines
Industry Financial Services
Experience
United Airlines June 2015 - Present
Performance Trust Capital Partners November 2014 - April 2015
UBS Wealth Management November 2013 - November 2014
Camp Buckskin May 2013 - August 2013
The Arc of Southeast Iowa September 2012 - May 2013
Camp Starlight June 2012 - August 2012
Bread Garden Market August 2011 - May 2012
Mayor's Youth Empowerment Program September 2010 - April 2011
Kroehler Family YMCA July 2007 - August 2010
Skills
Leadership, Teaching, Time Management, Program Management, Fundraising, Microsoft Word, Customer Service
Education
University of Iowa 2009 — 2013
Bachelor's degree, Double Major in Economics and Ethics & Public Policy, Minor in Spanish
Naperville Central High School 2005 — 2009
United Airlines June 2015 - Present
Performance Trust Capital Partners November 2014 - April 2015
UBS Wealth Management November 2013 - November 2014
Camp Buckskin May 2013 - August 2013
The Arc of Southeast Iowa September 2012 - May 2013
Camp Starlight June 2012 - August 2012
Bread Garden Market August 2011 - May 2012
Mayor's Youth Empowerment Program September 2010 - April 2011
Kroehler Family YMCA July 2007 - August 2010
Skills
Leadership, Teaching, Time Management, Program Management, Fundraising, Microsoft Word, Customer Service
Education
University of Iowa 2009 — 2013
Bachelor's degree, Double Major in Economics and Ethics & Public Policy, Minor in Spanish
Naperville Central High School 2005 — 2009
Cady Gresham's UBS Wealth Management Experience April 2015 - Present
Job at
Industry Public Relations and Communications
Experience
UBS Wealth Management April 2015 - Present
West and Witherspoon Florist May 2014 - Present
Louisville Metro Government March 2014 - May 2014
Dixie Animal Hospital December 2011 - May 2013
Skills
Event Planning, Teamwork, Facebook, Social Media, Microsoft Office, Microsoft Word, Social Media Marketing, Social Networking, PowerPoint, Microsoft Excel, Customer Service, Marketing Communications, Public Relations, Outlook, Blogging, HootSuite
Education
University of Louisville 2010 — 2014
Bachelor of Science (BS), Communications
Trigg County High School 2006 — 2010
UBS Wealth Management April 2015 - Present
West and Witherspoon Florist May 2014 - Present
Louisville Metro Government March 2014 - May 2014
Dixie Animal Hospital December 2011 - May 2013
Skills
Event Planning, Teamwork, Facebook, Social Media, Microsoft Office, Microsoft Word, Social Media Marketing, Social Networking, PowerPoint, Microsoft Excel, Customer Service, Marketing Communications, Public Relations, Outlook, Blogging, HootSuite
Education
University of Louisville 2010 — 2014
Bachelor of Science (BS), Communications
Trigg County High School 2006 — 2010
Ariel Guilder's UBS Wealth Management Experience May 2011 - August 2011
Job Digital Sales Planner at WebMD
Industry Marketing and Advertising
Experience
WebMD February 2015 - Present
A+E Networks April 2014 - February 2015
A+E Networks April 2013 - April 2014
A+E Networks July 2012 - April 2013
Florida Trail Association January 2012 - May 2012
UBS Wealth Management May 2011 - August 2011
The Ferraro Law Firm May 2009 - August 2009
Skills
Spanish, PowerPoint, Press Releases, Word, Social Media, Excel, Microsoft Office, Social Media Marketing, Facebook, Writing, Outlook, Budgeting, Market Research, Budgets, Sales, Microsoft Excel, Account Management, Research, Microsoft Word
Education
University of Florida 2008 — 2012
Bachelor of Science, Marketing
CEA 2011 — 2011
Spanish, Business
WebMD February 2015 - Present
A+E Networks April 2014 - February 2015
A+E Networks April 2013 - April 2014
A+E Networks July 2012 - April 2013
Florida Trail Association January 2012 - May 2012
UBS Wealth Management May 2011 - August 2011
The Ferraro Law Firm May 2009 - August 2009
Skills
Spanish, PowerPoint, Press Releases, Word, Social Media, Excel, Microsoft Office, Social Media Marketing, Facebook, Writing, Outlook, Budgeting, Market Research, Budgets, Sales, Microsoft Excel, Account Management, Research, Microsoft Word
Education
University of Florida 2008 — 2012
Bachelor of Science, Marketing
CEA 2011 — 2011
Spanish, Business
Patrick Avello's UBS Wealth Management Experience June 2012 - August 2012
Job Student at University of Iowa
Industry Financial Services
Experience
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Office, Financial Markets, Financial Modeling, SAS programming, Bloomberg, Mathematica, Options, Monte Carlo Simulation, Applied Mathematics, Thinking Outside The Box, Optimization Techniques, Hedge Ratios, Futures
Education
University of Iowa 2010 — 2015
B.S. and B.B.A, Mathematics and Finance
Prospect high school
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Office, Financial Markets, Financial Modeling, SAS programming, Bloomberg, Mathematica, Options, Monte Carlo Simulation, Applied Mathematics, Thinking Outside The Box, Optimization Techniques, Hedge Ratios, Futures
Education
University of Iowa 2010 — 2015
B.S. and B.B.A, Mathematics and Finance
Prospect high school
John Mathews's UBS Wealth Management Experience May 2013 - Present
Job Managing Director, Head of Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2013 - Present
UBS Financial Services Inc. 1994 - Present
UBS Financial Services Inc. January 2005 - April 2013
Skills
Series 7, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Series 24, Asset Allocation, Investment Advisory, Securities, Series 65, Separately Managed..., Retirement Planning, Investments, Fixed Income, Uniform Combined State...
Education
University of Florida 1982 — 1986
BA, Political Science and Government
UBS Wealth Management May 2013 - Present
UBS Financial Services Inc. 1994 - Present
UBS Financial Services Inc. January 2005 - April 2013
Skills
Series 7, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Series 24, Asset Allocation, Investment Advisory, Securities, Series 65, Separately Managed..., Retirement Planning, Investments, Fixed Income, Uniform Combined State...
Education
University of Florida 1982 — 1986
BA, Political Science and Government
Jeff Swinson Jeff Swinson's UBS Wealth Management Experience 1992 - 2001
Job Wealth Management Professional
Industry Financial Services
Experience
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
Nicole Polanco's UBS Wealth Management Experience June 2014 - August 2014
Job Associate at Chicago Partners Wealth Advisors
Industry Financial Services
Experience
Chicago Partners Wealth Advisors July 2015 - Present
UBS Wealth Management June 2014 - August 2014
UBS Wealth Management June 2012 - August 2012
LA Fitness April 2011 - July 2011
Skills
Multilingual, Research, Business Development, Organizational..., Teamwork, Public Speaking, Marketing Research, Team-oriented, Microsoft Office, Market Research, Financial Analysis, Time Management, PowerPoint
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science, Finance, General
Naperville North High School 2007 — 2011
Chicago Partners Wealth Advisors July 2015 - Present
UBS Wealth Management June 2014 - August 2014
UBS Wealth Management June 2012 - August 2012
LA Fitness April 2011 - July 2011
Skills
Multilingual, Research, Business Development, Organizational..., Teamwork, Public Speaking, Marketing Research, Team-oriented, Microsoft Office, Market Research, Financial Analysis, Time Management, PowerPoint
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science, Finance, General
Naperville North High School 2007 — 2011
Lihan Wang's UBS Wealth Management Experience November 2007 - November 2008
Job Market Research and Product Management at W&W Sens Devices Inc.
Industry Telecommunications
Experience
W&W Sens Devices Inc. January 2014 - Present
Fuel Mule, Inc. January 2012 - January 2013
International Solar Tech Inc January 2009 - January 2012
UBS Wealth Management November 2007 - November 2008
Morgan Stanley 2001 - 2002
Education
University of Leeds 2004 — 2005
MSc, Business Management
University of Michigan 2000 — 2004
LS&A, Economics
W&W Sens Devices Inc. January 2014 - Present
Fuel Mule, Inc. January 2012 - January 2013
International Solar Tech Inc January 2009 - January 2012
UBS Wealth Management November 2007 - November 2008
Morgan Stanley 2001 - 2002
Education
University of Leeds 2004 — 2005
MSc, Business Management
University of Michigan 2000 — 2004
LS&A, Economics
Dylan Gushi Dylan Gushi's UBS Wealth Management Experience June 2011 - May 2012
Job Credit Risk Analyst and Officer at Bank of Hawaii
Industry Financial Services
Experience
Bank of Hawaii May 2014 - Present
First Hawaiian Bank May 2013 - April 2014
Institutional Wealth Management - First Hawaiian Bank June 2012 - May 2013
UBS Wealth Management June 2011 - May 2012
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Market Research, Microsoft Office, Critical Thinking, Investments, Finance, Bloomberg
Education
University of Hawaii - College of Business Administration 2010 — 2012
ba, Finance and Financial Management Services
Bank of Hawaii May 2014 - Present
First Hawaiian Bank May 2013 - April 2014
Institutional Wealth Management - First Hawaiian Bank June 2012 - May 2013
UBS Wealth Management June 2011 - May 2012
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Market Research, Microsoft Office, Critical Thinking, Investments, Finance, Bloomberg
Education
University of Hawaii - College of Business Administration 2010 — 2012
ba, Finance and Financial Management Services
Brooks Abbott Brooks Abbott's UBS Wealth Management Experience June 2015 - August 2015
Job Student at University of Florida
Industry Financial Services
Experience
Uber January 2015 - Present
Campus Bellhops May 2013 - Present
UBS Wealth Management June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Leadership, Customer Service, Microsoft Word, Management, Teamwork, Team Leadership
Education
University of Florida 2014 — 2016
Virginia Polytechnic Institute and State University 2012 — 2013
Universal Studies, Finance, General
Uber January 2015 - Present
Campus Bellhops May 2013 - Present
UBS Wealth Management June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Leadership, Customer Service, Microsoft Word, Management, Teamwork, Team Leadership
Education
University of Florida 2014 — 2016
Virginia Polytechnic Institute and State University 2012 — 2013
Universal Studies, Finance, General
Roger Smith, CIMA®, CFP®'s UBS Wealth Management Experience May 2009 - April 2011
Job Senior VicePresident, Senior Wealth Advisor Vectra Wealth Advisors
Industry Financial Services
Experience
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Molly Williams's UBS Wealth Management Experience June 2014 - Present
Job Student at The University of Kentucky
Industry
Experience
Shakespeare and Co. July 2014 - Present
UBS Wealth Management June 2014 - Present
Hugh Jass Burgers February 2012 - June 2014
Skills
Time Management, Finance, Economics, Microsoft Office, Microsoft Word, Customer Service, Social Media, Microsoft Excel, Leadership, Public Speaking, Sales, PowerPoint, Social Networking
Education
University of Kentucky 2011 — 2016
Economics
Shakespeare and Co. July 2014 - Present
UBS Wealth Management June 2014 - Present
Hugh Jass Burgers February 2012 - June 2014
Skills
Time Management, Finance, Economics, Microsoft Office, Microsoft Word, Customer Service, Social Media, Microsoft Excel, Leadership, Public Speaking, Sales, PowerPoint, Social Networking
Education
University of Kentucky 2011 — 2016
Economics
Emma Goodman's UBS Wealth Management Experience March 2013 - May 2015
Job Senior Associate at Morgan Stanley
Industry Entertainment
Experience
Morgan Stanley May 2015 - Present
UBS Wealth Management March 2013 - May 2015
Creative Media Company October 2012 - March 2013
Artist International January 2012 - September 2012
Girl Future September 2011 - December 2011
Houston ISD May 2010 - August 2011
Culture map May 2007 - August 2008
Dr. Polly McLean August 2006 - August 2007
MESA, Moving to End Sexual Assault May 2003 - May 2006
Education
University of Houston 2011 — 2012
Post-Baccalaureate Graduate Studies, 20th Century American History, 3.8
University of Colorado 2003 — 2007
Bachelors, Political Science and Women and Gender Studies, 3.8
Morgan Stanley May 2015 - Present
UBS Wealth Management March 2013 - May 2015
Creative Media Company October 2012 - March 2013
Artist International January 2012 - September 2012
Girl Future September 2011 - December 2011
Houston ISD May 2010 - August 2011
Culture map May 2007 - August 2008
Dr. Polly McLean August 2006 - August 2007
MESA, Moving to End Sexual Assault May 2003 - May 2006
Education
University of Houston 2011 — 2012
Post-Baccalaureate Graduate Studies, 20th Century American History, 3.8
University of Colorado 2003 — 2007
Bachelors, Political Science and Women and Gender Studies, 3.8
John Paffendorf John Paffendorf's UBS Wealth Management Experience June 2003 - September 2007
Job Private Wealth Advisor at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley September 2007 - February 2015
UBS Wealth Management June 2003 - September 2007
Merrill Lynch June 2001 - June 2003
Huntington Holdings January 1998 - 2001
Education
University of Idaho
Finance, Accounting & Finance
Merrill Lynch February 2015 - Present
Morgan Stanley September 2007 - February 2015
UBS Wealth Management June 2003 - September 2007
Merrill Lynch June 2001 - June 2003
Huntington Holdings January 1998 - 2001
Education
University of Idaho
Finance, Accounting & Finance
Amit Kharbanda (MBA, CIM) Amit Kharbanda (MBA, CIM)'s UBS Wealth Management Experience July 2009 - Present
Job Director Sr. Private Client Advisor at UBS Bank Canada, UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management July 2009 - Present
ICICI Bank December 2007 - June 2009
Barclays Bank July 2007 - December 2007
CITIBANK January 2006 - June 2007
BMO Bank of Montreal March 2005 - November 2005
RBC ROYAL BANK October 2003 - March 2005
Technion Communications Canada May 2002 - October 2003
Ambience Group March 2000 - May 2002
DLF October 1997 - February 2000
Skills
Wealth Management, Retail Banking, Investments, Banking, Investment Banking, Business Development, Strategy, Portfolio Management, Leadership, Financial Services, CRM, Equities, Finance, Mutual Funds, Management, Credit, Relationship Management, Derivatives, Private Banking
Education
Canadian Securities Institute 2010 — 2011
CHARTERED INVESTMENT MANAGER, Chartered Investment Manager-CIM
Canadian Securities Institute of Canada 2004 — 2010
CIM, Investment Funds in Canada (IFIC), Canadian Sec. Course CSC, Investment Mgmt Tech IMT & CPH
EMPI B SCHOOL 1995 — 1997
Post Grad Diploma in Management (PGDBM) ~MBA, MARKETING/FINANCE
University of Lucknow 1991 — 1994
B.Com, Commerce
HAL School Lucknow 1989 — 1991
High School, Science
UBS Wealth Management July 2009 - Present
ICICI Bank December 2007 - June 2009
Barclays Bank July 2007 - December 2007
CITIBANK January 2006 - June 2007
BMO Bank of Montreal March 2005 - November 2005
RBC ROYAL BANK October 2003 - March 2005
Technion Communications Canada May 2002 - October 2003
Ambience Group March 2000 - May 2002
DLF October 1997 - February 2000
Skills
Wealth Management, Retail Banking, Investments, Banking, Investment Banking, Business Development, Strategy, Portfolio Management, Leadership, Financial Services, CRM, Equities, Finance, Mutual Funds, Management, Credit, Relationship Management, Derivatives, Private Banking
Education
Canadian Securities Institute 2010 — 2011
CHARTERED INVESTMENT MANAGER, Chartered Investment Manager-CIM
Canadian Securities Institute of Canada 2004 — 2010
CIM, Investment Funds in Canada (IFIC), Canadian Sec. Course CSC, Investment Mgmt Tech IMT & CPH
EMPI B SCHOOL 1995 — 1997
Post Grad Diploma in Management (PGDBM) ~MBA, MARKETING/FINANCE
University of Lucknow 1991 — 1994
B.Com, Commerce
HAL School Lucknow 1989 — 1991
High School, Science
Katy Leven Katy Leven's UBS Wealth Management Experience May 2011 - August 2011
Job Teacher at Yes Prep Public Schools
Industry Education Management
Experience
YES Prep Public Schools June 2015 - Present
Staying Ahead of the Game, LLC. March 2015 - June 2015
Blake Design January 2015 - June 2015
Houston ISD August 2014 - December 2014
Annunciation Orthodox School February 2014 - May 2014
Houston Texans Grille February 2013 - May 2013
Pappas Burger July 2012 - December 2012
UBS Wealth Management May 2011 - August 2011
Skills
Conversational Spanish, TABC Certified, ServSafe Manager...
Education
University of Houston 2012 — 2014
Bachelor's degree, History
University of Michigan 2010 — 2012
YES Prep Public Schools June 2015 - Present
Staying Ahead of the Game, LLC. March 2015 - June 2015
Blake Design January 2015 - June 2015
Houston ISD August 2014 - December 2014
Annunciation Orthodox School February 2014 - May 2014
Houston Texans Grille February 2013 - May 2013
Pappas Burger July 2012 - December 2012
UBS Wealth Management May 2011 - August 2011
Skills
Conversational Spanish, TABC Certified, ServSafe Manager...
Education
University of Houston 2012 — 2014
Bachelor's degree, History
University of Michigan 2010 — 2012
Grace S. Yung, CFP® Grace S. Yung, CFP®'s UBS Wealth Management Experience September 1994 - December 2009
Job Managing Director at MIDTOWN FINANCIAL GROUP, LLC.
Industry Financial Services
Experience
Midtown Financial Group, LLC December 2009 - Present
UBS Wealth Management September 1994 - December 2009
Skills
Investments, Financial Advisory, Wealth Management, Securities, Series 7, Alternative Investments, Asset Allocation, Asset Management, Retirement Planning, Life Insurance, Long-term Care, Wealth Management..., Retirement, Investment Strategies, Estate Planning, Finance, Strategic Planning, Strategic Financial..., Mutual Funds, Equities, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Investment Advisory, Asset Protection, Due Diligence, Financial Goals, Banking, Financial Analysis, Uniform Combined State..., Series 63
Education
University of Houston
Bachelor of Business Administration (BBA), Finance & Management
Midtown Financial Group, LLC December 2009 - Present
UBS Wealth Management September 1994 - December 2009
Skills
Investments, Financial Advisory, Wealth Management, Securities, Series 7, Alternative Investments, Asset Allocation, Asset Management, Retirement Planning, Life Insurance, Long-term Care, Wealth Management..., Retirement, Investment Strategies, Estate Planning, Finance, Strategic Planning, Strategic Financial..., Mutual Funds, Equities, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Investment Advisory, Asset Protection, Due Diligence, Financial Goals, Banking, Financial Analysis, Uniform Combined State..., Series 63
Education
University of Houston
Bachelor of Business Administration (BBA), Finance & Management
Kenneth Vereen, Jr. Kenneth Vereen, Jr.'s UBS Wealth Management Experience January 2010 - May 2010
Job NonAgency RMBS Credit Analyst at Invesco US
Industry Investment Management
Experience
Invesco US June 2015 - Present
Deutsche Bank July 2011 - May 2015
University of Kentucky May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Structured Finance, Financial Modeling, Trading, Financial Structuring, Capital Markets, VBA, Risk Management, Fixed Income, Financial Analysis, Investments, Bloomberg, Series 7, Series 63, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
University of Kentucky 2006 — 2010
Bachelor, Finance
University of Kentucky 2006 — 2010
Bachelor, Economics
Invesco US June 2015 - Present
Deutsche Bank July 2011 - May 2015
University of Kentucky May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Structured Finance, Financial Modeling, Trading, Financial Structuring, Capital Markets, VBA, Risk Management, Fixed Income, Financial Analysis, Investments, Bloomberg, Series 7, Series 63, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
University of Kentucky 2006 — 2010
Bachelor, Finance
University of Kentucky 2006 — 2010
Bachelor, Economics
Joe Zender Joe Zender's UBS Wealth Management Experience May 2013 - September 2014
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - August 2015
UBS Wealth Management May 2013 - September 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Time Management, Leadership, Stata, Social Media
Education
University of Illinois College of Law 2015 — 2018
Juris Doctor (J.D.)
University of St. Thomas 2011 — 2015
Bachelor’s Degree, Business Economics, Cum Laude
Ameriprise Financial Services, Inc. May 2015 - August 2015
UBS Wealth Management May 2013 - September 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Time Management, Leadership, Stata, Social Media
Education
University of Illinois College of Law 2015 — 2018
Juris Doctor (J.D.)
University of St. Thomas 2011 — 2015
Bachelor’s Degree, Business Economics, Cum Laude
Alix Gollomp Alix Gollomp's UBS Wealth Management Experience June 2014 - August 2014
Job Vice President Finance at Delta Delta Delta
Industry Investment Banking
Experience
Delta Delta Delta December 2014 - Present
LF Stores August 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Adorama July 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Mac OS X, Microsoft Office, Computer Hardware, Social Media Marketing, Adobe, Photoshop, iMovie
Education
University of Maryland College Park 2013 — 2017
Economics
Abraham Joshua Heschel High School 2009 — 2013
Delta Delta Delta December 2014 - Present
LF Stores August 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Adorama July 2012 - August 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Mac OS X, Microsoft Office, Computer Hardware, Social Media Marketing, Adobe, Photoshop, iMovie
Education
University of Maryland College Park 2013 — 2017
Economics
Abraham Joshua Heschel High School 2009 — 2013
Tyler Prebor Tyler Prebor's UBS Wealth Management Experience May 2013 - August 2013
Job Investment Banking Analyst
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
CFA Institute Research Challenge November 2014 - April 2015
Gator Student Investment Fund January 2013 - April 2015
SunTrust Robinson Humphrey May 2014 - August 2014
Coastal Conservation Association, Gator Chapter January 2013 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
PowerPoint, Data Analysis, Microsoft Excel, Investments, Financial Modeling, Bloomberg, Financial Analysis, Finance, Portfolio Management, Social Media, Valuation, Analysis, Investment Banking
Education
University of Florida 2014 — 2015
Master’s Degree, Finance
University of Florida 2012 — 2014
Bachelor’s Degree, Finance, Magna Cum Laude
SunTrust Robinson Humphrey May 2015 - Present
CFA Institute Research Challenge November 2014 - April 2015
Gator Student Investment Fund January 2013 - April 2015
SunTrust Robinson Humphrey May 2014 - August 2014
Coastal Conservation Association, Gator Chapter January 2013 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
PowerPoint, Data Analysis, Microsoft Excel, Investments, Financial Modeling, Bloomberg, Financial Analysis, Finance, Portfolio Management, Social Media, Valuation, Analysis, Investment Banking
Education
University of Florida 2014 — 2015
Master’s Degree, Finance
University of Florida 2012 — 2014
Bachelor’s Degree, Finance, Magna Cum Laude
Nolan Judycki Nolan Judycki's UBS Wealth Management Experience October 2014 - May 2015
Job Trader Support Specialist at PEAK6 Investments
Industry Financial Services
Experience
PEAK6 Investments May 2015 - Present
UBS Wealth Management October 2014 - May 2015
Freddies Italian Eatery July 2009 - April 2015
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Time Management, Leadership, R, SAS Programming, SQL
Education
University of Illinois at Chicago 2011 — 2015
Bachelor of Science, Finance, Graduate
PEAK6 Investments May 2015 - Present
UBS Wealth Management October 2014 - May 2015
Freddies Italian Eatery July 2009 - April 2015
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Time Management, Leadership, R, SAS Programming, SQL
Education
University of Illinois at Chicago 2011 — 2015
Bachelor of Science, Finance, Graduate
Mark W. McCaw's UBS Wealth Management Experience November 2008 - Present
Job Senior Vice President & Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley October 1998 - November 2008
Merrill Lynch October 1990 - October 1998
Skills
Portfolio Management, Portfolio Risk Auditor, Wealth Management, Financial Planning
Education
University of Kentucky 1976 — 1985
BA, Business Finance & Economics
UBS Wealth Management November 2008 - Present
Morgan Stanley October 1998 - November 2008
Merrill Lynch October 1990 - October 1998
Skills
Portfolio Management, Portfolio Risk Auditor, Wealth Management, Financial Planning
Education
University of Kentucky 1976 — 1985
BA, Business Finance & Economics
Hollanda Iwanski's UBS Wealth Management Experience June 2014 - Present
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
UBS Wealth Management November 2011 - May 2014
Merrill Lynch July 2011 - November 2011
Merrill Lynch June 2010 - August 2010
Education
University of Florida - Warrington College Of Business
B.S., Finance
UBS Wealth Management June 2014 - Present
UBS Wealth Management November 2011 - May 2014
Merrill Lynch July 2011 - November 2011
Merrill Lynch June 2010 - August 2010
Education
University of Florida - Warrington College Of Business
B.S., Finance
David Behar David Behar's UBS Wealth Management Experience May 2010 - August 2010
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
UBS Wealth Management May 2010 - August 2010
Skills
Accounting, Financial Accounting, Tax, Income Tax, Microsoft Excel, Writing, Collaborting in Teams, Time Management, Financial Analysis, Presentation Skills, US GAAP, Financial Reporting, Microsoft Office
Education
University of Florida 2012 — 2014
Master of Science (M.S.), Accounting
University of Florida 2009 — 2012
Bachelor's of Science, Accounting
University School of NSU 2005 — 2009
High School
PwC September 2014 - Present
PwC June 2013 - August 2013
UBS Wealth Management May 2010 - August 2010
Skills
Accounting, Financial Accounting, Tax, Income Tax, Microsoft Excel, Writing, Collaborting in Teams, Time Management, Financial Analysis, Presentation Skills, US GAAP, Financial Reporting, Microsoft Office
Education
University of Florida 2012 — 2014
Master of Science (M.S.), Accounting
University of Florida 2009 — 2012
Bachelor's of Science, Accounting
University School of NSU 2005 — 2009
High School
Jason Fernandez's UBS Wealth Management Experience June 2012 - August 2012
Job Fixed Income Trading Assistant III at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
UBS Wealth Management June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Finance, Portfolio Management, Investments, Project Management, Team Leadership, Organizational..., Client Services, Financial Analysis, Financial Modeling, Wealth Management, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, GPA: 3.5/4.0
Morgan Stanley June 2013 - Present
UBS Wealth Management June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Finance, Portfolio Management, Investments, Project Management, Team Leadership, Organizational..., Client Services, Financial Analysis, Financial Modeling, Wealth Management, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, GPA: 3.5/4.0
Jordan Baron Jordan Baron's UBS Wealth Management Experience July 2015 - Present
Job Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Barclays Wealth and Investment Management February 2014 - July 2015
Barclays March 2009 - February 2014
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2007 - September 2008
Skills
Securities, Fixed Income, Investments, Financial Modeling, Bloomberg, Investment Banking, Bloomberg Terminal, Series 7, Equities, Finance, Capital Markets, Wealth Management, Corporate Finance, Financial Services
Education
University of Florida 2003 — 2007
BS, Finance
UBS Wealth Management July 2015 - Present
Barclays Wealth and Investment Management February 2014 - July 2015
Barclays March 2009 - February 2014
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2007 - September 2008
Skills
Securities, Fixed Income, Investments, Financial Modeling, Bloomberg, Investment Banking, Bloomberg Terminal, Series 7, Equities, Finance, Capital Markets, Wealth Management, Corporate Finance, Financial Services
Education
University of Florida 2003 — 2007
BS, Finance
Jonathan Gunter Jonathan Gunter's UBS Wealth Management Experience June 2008 - August 2008
Job Sales BI Analyst at PGi
Industry Financial Services
Experience
PGi June 2015 - Present
YP June 2014 - June 2015
Dispersive Technologies Inc. September 2011 - May 2014
Roskilde Analytics September 2011 - January 2014
SLIMS Africa May 2011 - September 2012
North American Mission Board February 2011 - August 2011
BrightWell Talent Solutions July 2010 - December 2010
Thirdway Human Rights and Development August 2009 - May 2010
UBS - Wealth Management June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Business Planning, Financial Modeling, MS Excel Pivot Tables, Excel Dashboards, Excel Models, PowerPivot, SQL, Business Objects, Salesforce.com, DAX, Data Analysis, PowerPoint, SharePoint, Business Intelligence, R, Corporate FP&A, Valuation Modeling, Entrepreneurial Finance
Education
University of Georgia - Terry College of Business 2005 — 2010
B.B.A., Finance
PGi June 2015 - Present
YP June 2014 - June 2015
Dispersive Technologies Inc. September 2011 - May 2014
Roskilde Analytics September 2011 - January 2014
SLIMS Africa May 2011 - September 2012
North American Mission Board February 2011 - August 2011
BrightWell Talent Solutions July 2010 - December 2010
Thirdway Human Rights and Development August 2009 - May 2010
UBS - Wealth Management June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Business Planning, Financial Modeling, MS Excel Pivot Tables, Excel Dashboards, Excel Models, PowerPivot, SQL, Business Objects, Salesforce.com, DAX, Data Analysis, PowerPoint, SharePoint, Business Intelligence, R, Corporate FP&A, Valuation Modeling, Entrepreneurial Finance
Education
University of Georgia - Terry College of Business 2005 — 2010
B.B.A., Finance
Maxwell Mraz Maxwell Mraz's UBS Wealth Management Experience June 2014 - May 2015
Job Real Estate Analyst
Industry Financial Services
Experience
Freddie Mac July 2015 - Present
UBS Wealth Management June 2014 - May 2015
M&J Landscaping May 2011 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Bloomberg Software
Education
University of Maryland College Park 2011 — 2015
Bachelors of Science, Finance and International Business, Senior
Freddie Mac July 2015 - Present
UBS Wealth Management June 2014 - May 2015
M&J Landscaping May 2011 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Bloomberg Software
Education
University of Maryland College Park 2011 — 2015
Bachelors of Science, Finance and International Business, Senior
Mike Rowan Mike Rowan's UBS Wealth Management Experience May 1999 - March 2002
Job President at KPItarget | Digital Marketing Strategist | Marketing Automation | Lead Generation | KPI Driven Marketer
Industry Internet
Experience
KPItarget December 2013 - Present
FiPath June 2008 - Present
Swarm January 2012 - December 2013
eInsurance Advisors July 2006 - December 2011
NAIFA June 2008 - 2011
National Insurance Brokerage March 2002 - August 2006
UBS Wealth Management May 1999 - March 2002
Skills
Business Development, Entrepreneurship, Social Media, SEO, Web Design, Branding & Identity, Social Media Marketing, Email Marketing, Blogging, Finance, Risk Management, Marketing, Search Engine Ranking, Strategic Partnerships, Product Marketing, Interactive Marketing, Sales, Strategy, E-commerce, Analytics, Mobile Devices, Web Analytics, SEM, Leadership, Digital Media, Mobile Marketing, Start-ups, Digital Marketing, Online Advertising, Digital Strategy, Online Marketing, PPC, Google Analytics, New Business Development, Lead Generation, Competitive Analysis, Marketing Strategy, Strategic Planning
Education
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Risk Management
KPItarget December 2013 - Present
FiPath June 2008 - Present
Swarm January 2012 - December 2013
eInsurance Advisors July 2006 - December 2011
NAIFA June 2008 - 2011
National Insurance Brokerage March 2002 - August 2006
UBS Wealth Management May 1999 - March 2002
Skills
Business Development, Entrepreneurship, Social Media, SEO, Web Design, Branding & Identity, Social Media Marketing, Email Marketing, Blogging, Finance, Risk Management, Marketing, Search Engine Ranking, Strategic Partnerships, Product Marketing, Interactive Marketing, Sales, Strategy, E-commerce, Analytics, Mobile Devices, Web Analytics, SEM, Leadership, Digital Media, Mobile Marketing, Start-ups, Digital Marketing, Online Advertising, Digital Strategy, Online Marketing, PPC, Google Analytics, New Business Development, Lead Generation, Competitive Analysis, Marketing Strategy, Strategic Planning
Education
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Risk Management
Jake Fuchs's UBS Wealth Management Experience June 2011 - August 2011
Job Analyst CIO at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Collective November 2013 - August 2014
MBF Clearing Corp. June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, Commodity, Financial Analysis, Marketing, Social Networking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance, General
JPMorgan Chase August 2014 - Present
Collective November 2013 - August 2014
MBF Clearing Corp. June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, Commodity, Financial Analysis, Marketing, Social Networking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance, General
Charles W. Anderson Charles W. Anderson's UBS Wealth Management Experience March 2009 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management March 2009 - Present
Education
University of Maryland College Park 1966 — 1970
Bachelor of Business Administration (B.B.A.), Business and Finance
University of Nebraska-Lincoln 1964 — 1966
Business Administration
Bellevue High School - Bellevue Nebraska 1961 — 1963
UBS Wealth Management March 2009 - Present
Education
University of Maryland College Park 1966 — 1970
Bachelor of Business Administration (B.B.A.), Business and Finance
University of Nebraska-Lincoln 1964 — 1966
Business Administration
Bellevue High School - Bellevue Nebraska 1961 — 1963
Akash Dua's UBS Wealth Management Experience August 2011 - December 2011
Job Ventures & Acquisitions Specialist at Accenture
Industry Financial Services
Experience
Accenture January 2015 - Present
Accenture March 2013 - January 2015
Accenture August 2012 - February 2013
UBS Wealth Management August 2011 - December 2011
Centennial Medical Group June 2010 - August 2010
Skills
Client Services, Investment Advisory, Marketing Research, Financial Forecasting, Finance, Budgets, Financial Modeling, Leadership, Financial Services, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, International Business
2015 Level I Candidate in the CFA Program
Accenture January 2015 - Present
Accenture March 2013 - January 2015
Accenture August 2012 - February 2013
UBS Wealth Management August 2011 - December 2011
Centennial Medical Group June 2010 - August 2010
Skills
Client Services, Investment Advisory, Marketing Research, Financial Forecasting, Finance, Budgets, Financial Modeling, Leadership, Financial Services, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science, International Business
2015 Level I Candidate in the CFA Program
Charlie Hurst Charlie Hurst's UBS Wealth Management Experience May 2010 - July 2010
Job Investment Analyst at Prudential
Industry Banking
Experience
Prudential Financial November 2014 - Present
Rabo AgriFinance June 2013 - November 2014
Cottage Grove December 2012 - May 2013
University of Florida August 2009 - May 2013
Woodlands of Gainesville December 2010 - November 2012
UBS Wealth Management May 2010 - July 2010
Skills
Direct Sales, Product Marketing, Strategic Communications, Social Media Marketing, Market Research, Marketing Communications, Marketing, Strategic Planning, Marketing Strategy, Advertising, Online Marketing, Marketing Management, Email Marketing, Direct Marketing, Online Advertising, Public Relations, Social Networking, Team Leadership, PowerPoint, Agribusiness, Agricultural Economics, Agricultural Marketing, Loan Origination, Loan Servicing, Agricultural Lending, Investments, Microsoft Office, Public Speaking, Finance, Sales, Financial Analysis, Agriculture, Customer Service
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Frostproof HS 2006 — 2009
Prudential Financial November 2014 - Present
Rabo AgriFinance June 2013 - November 2014
Cottage Grove December 2012 - May 2013
University of Florida August 2009 - May 2013
Woodlands of Gainesville December 2010 - November 2012
UBS Wealth Management May 2010 - July 2010
Skills
Direct Sales, Product Marketing, Strategic Communications, Social Media Marketing, Market Research, Marketing Communications, Marketing, Strategic Planning, Marketing Strategy, Advertising, Online Marketing, Marketing Management, Email Marketing, Direct Marketing, Online Advertising, Public Relations, Social Networking, Team Leadership, PowerPoint, Agribusiness, Agricultural Economics, Agricultural Marketing, Loan Origination, Loan Servicing, Agricultural Lending, Investments, Microsoft Office, Public Speaking, Finance, Sales, Financial Analysis, Agriculture, Customer Service
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Frostproof HS 2006 — 2009
Hannah Roden Hannah Roden's UBS Wealth Management Experience June 2014 - August 2014
Job Assistant Financial Planner at Macy's
Industry Financial Services
Experience
Macy's June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Sircle Media June 2013 - August 2013
Dormestics LLC October 2011 - December 2012
Modern Luxury May 2012 - July 2012
Skills
Social Media Marketing, Microsoft Word, Microsoft Excel, Brand Development, Brand Awareness, Event Planning, Event Management, Marketing, Marketing Communications, Time Management, Marketing Strategy, Editing, Social Media, Public Relations, Advertising, Organizational...
Education
University of Florida 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.8/4.0
Miami Country Day School 2005 — 2011
High School Diploma, 4.4/4.0 GPA
Macy's June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Sircle Media June 2013 - August 2013
Dormestics LLC October 2011 - December 2012
Modern Luxury May 2012 - July 2012
Skills
Social Media Marketing, Microsoft Word, Microsoft Excel, Brand Development, Brand Awareness, Event Planning, Event Management, Marketing, Marketing Communications, Time Management, Marketing Strategy, Editing, Social Media, Public Relations, Advertising, Organizational...
Education
University of Florida 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.8/4.0
Miami Country Day School 2005 — 2011
High School Diploma, 4.4/4.0 GPA
Richard Suss CFP® Richard Suss CFP®'s UBS Wealth Management Experience May 2000 - Present
Job Branch Manager/Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2000 - Present
Prudential Financial May 1992 - May 2000
NationsBank January 1989 - February 1992
Education
University of Florida 1984 — 1988
Bachelor of Science, Finance
UBS Wealth Management May 2000 - Present
Prudential Financial May 1992 - May 2000
NationsBank January 1989 - February 1992
Education
University of Florida 1984 — 1988
Bachelor of Science, Finance
Chris Papadopoulos's UBS Wealth Management Experience June 2013 - August 2013
Job Incoming Investment Banking Analyst at Raymond James & Associates
Industry Investment Banking
Experience
BB&T Capital Markets May 2015 - August 2015
Prime Investment Advisors January 2015 - May 2015
University of Maryland Football September 2012 - December 2014
Supernus Pharmaceuticals, Inc. June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Skills
Social Media, Microsoft Word, PowerPoint, Teamwork, Social Networking, English, College Football, Microsoft Excel, Time Management, Recruiting, Event Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's Degree, Finance and Marketing, GPA - 3.91
BB&T Capital Markets May 2015 - August 2015
Prime Investment Advisors January 2015 - May 2015
University of Maryland Football September 2012 - December 2014
Supernus Pharmaceuticals, Inc. June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Skills
Social Media, Microsoft Word, PowerPoint, Teamwork, Social Networking, English, College Football, Microsoft Excel, Time Management, Recruiting, Event Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's Degree, Finance and Marketing, GPA - 3.91
Trevor Moum Trevor Moum's UBS Wealth Management Experience August 2015 - Present
Job Articling Student at UBS Bank
Industry Law Enforcement
Experience
UBS Wealth Management August 2015 - Present
Alpert Law Firm May 2014 - December 2014
Toronto Police Service January 2011 - August 2012
House of Commons 2010 - 2010
Skills
Policy, Policy Analysis, Research
Education
Osgoode Hall Law School 2012 — 2015
University of Guelph 2006 — 2010
Bachelor of Arts (B.A.), Criminal Justice and Public Policy
UBS Wealth Management August 2015 - Present
Alpert Law Firm May 2014 - December 2014
Toronto Police Service January 2011 - August 2012
House of Commons 2010 - 2010
Skills
Policy, Policy Analysis, Research
Education
Osgoode Hall Law School 2012 — 2015
University of Guelph 2006 — 2010
Bachelor of Arts (B.A.), Criminal Justice and Public Policy
Kiran Momin Kiran Momin's UBS Wealth Management Experience September 2010 - August 2011
Job Owner/President at Cosmopolitan Trading, LLC
Industry Events Services
Experience
Cosmopolitan Trading, LLC September 2011 - Present
UBS Wealth Management September 2010 - August 2011
Stewart Financial Services June 2008 - February 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Budgets, Financial Modeling, Strategic Financial..., Finance, Customer Service, PowerPoint, Strategic Planning, Financial Reporting, Marketing, Analysis, Leadership
Education
University of Houston 2006 — 2011
Bachelor of Science, Political Science
University of Houston, C.T. Bauer College of Business 2006 — 2011
Bachelor of Business Administration, Finance
Cosmopolitan Trading, LLC September 2011 - Present
UBS Wealth Management September 2010 - August 2011
Stewart Financial Services June 2008 - February 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Budgets, Financial Modeling, Strategic Financial..., Finance, Customer Service, PowerPoint, Strategic Planning, Financial Reporting, Marketing, Analysis, Leadership
Education
University of Houston 2006 — 2011
Bachelor of Science, Political Science
University of Houston, C.T. Bauer College of Business 2006 — 2011
Bachelor of Business Administration, Finance
Kelly Knoblauch Kelly Knoblauch's UBS Wealth Management Experience September 2010 - August 2014
Job Assistant Client Manager Human Capital Practice at Willis
Industry Financial Services
Experience
Willis September 2014 - Present
UBS Wealth Management September 2010 - August 2014
UBS Investment Bank August 2009 - August 2010
Enterprise Rent-A-Car July 2008 - July 2009
University of Maryland January 2007 - July 2008
Education
St. Mary's Univesity College, Twickenham 2009 — 2010
Post Graduate Certificate, International Business
University of Maryland College Park 2004 — 2008
B.A., Economics, Sociology
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
Willis September 2014 - Present
UBS Wealth Management September 2010 - August 2014
UBS Investment Bank August 2009 - August 2010
Enterprise Rent-A-Car July 2008 - July 2009
University of Maryland January 2007 - July 2008
Education
St. Mary's Univesity College, Twickenham 2009 — 2010
Post Graduate Certificate, International Business
University of Maryland College Park 2004 — 2008
B.A., Economics, Sociology
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
Jared Cochran's UBS Wealth Management Experience June 2014 - July 2014
Job StudentAthlete at University of Denver
Industry
Experience
University of Denver August 2013 - Present
UBS June 2015 - July 2015
UBS Wealth Management June 2014 - July 2014
Skills
Public Speaking
Education
University of Denver 2013 — 2017
University of Denver August 2013 - Present
UBS June 2015 - July 2015
UBS Wealth Management June 2014 - July 2014
Skills
Public Speaking
Education
University of Denver 2013 — 2017
Eric Mayer Eric Mayer's UBS Wealth Management Experience 2006 - 2008
Job Director of Business Development at Mommy Nearest
Industry Internet
Experience
Mommy Nearest December 2013 - Present
TractManager, Inc. August 2009 - November 2013
UBS Wealth Management 2006 - 2008
Skills
Healthcare Information..., Healthcare, Sales, Business Process, Key Client Relationships, Writing, Creative Writing, Proposal Writing, Client Development, Product Development, Business Development, SaaS, Advertising, New Business Development, Strategic Partnerships, Leadership, Salesforce.com, Social Media, Management, Customer Service, Account Management, Marketing, Strategic Planning, Microsoft Office
Education
University of Maryland College Park 2005 — 2009
BS, Economics
Mommy Nearest December 2013 - Present
TractManager, Inc. August 2009 - November 2013
UBS Wealth Management 2006 - 2008
Skills
Healthcare Information..., Healthcare, Sales, Business Process, Key Client Relationships, Writing, Creative Writing, Proposal Writing, Client Development, Product Development, Business Development, SaaS, Advertising, New Business Development, Strategic Partnerships, Leadership, Salesforce.com, Social Media, Management, Customer Service, Account Management, Marketing, Strategic Planning, Microsoft Office
Education
University of Maryland College Park 2005 — 2009
BS, Economics
Emily Berg Emily Berg's UBS Wealth Management Experience March 2012 - April 2013
Job VP Research and Insights at Citi
Industry Marketing and Advertising
Experience
Citi September 2015 - Present
Marketing Werks February 2014 - August 2015
Marketing Werks May 2013 - February 2014
UBS Wealth Management March 2012 - April 2013
Discover Financial Services August 2009 - April 2012
Discover Financial Services July 2008 - August 2009
Kaplan Test Prep and Admissions December 2005 - May 2008
Kohls May 2007 - August 2007
Skills
Marketing Strategy, Microsoft Excel, PowerPoint, Data Analysis, Customer Experience, Analytics, Segmentation, Microsoft Office, Analysis, Process Improvement, Direct Marketing, Competitive Analysis, Social Media, Financial Modeling, Marketing Research, Digital Marketing, Financial Analysis, Cross-functional Team..., Market Research, Marketing Communications, Project Management, Marketing, Strategic Planning, Financial Services, Customer Insight, Customer Acquisition, Budgets, Social Media Marketing, Business Strategy, Forecasting, Strategy, Management, New Business Development, Product Management, Account Management, Product Development, Business Analysis, Customer Service, Team Leadership, Business Development, Sales, Integrated Marketing, Strategic Partnerships, Marketing Management, CRM, Market Analysis, Salesforce.com, Leadership, Email Marketing, Product Marketing
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.) Business Administration, Business Administration
University of Illinois at Urbana-Champaign - College of Business
Bachelors, Business Administration
Citi September 2015 - Present
Marketing Werks February 2014 - August 2015
Marketing Werks May 2013 - February 2014
UBS Wealth Management March 2012 - April 2013
Discover Financial Services August 2009 - April 2012
Discover Financial Services July 2008 - August 2009
Kaplan Test Prep and Admissions December 2005 - May 2008
Kohls May 2007 - August 2007
Skills
Marketing Strategy, Microsoft Excel, PowerPoint, Data Analysis, Customer Experience, Analytics, Segmentation, Microsoft Office, Analysis, Process Improvement, Direct Marketing, Competitive Analysis, Social Media, Financial Modeling, Marketing Research, Digital Marketing, Financial Analysis, Cross-functional Team..., Market Research, Marketing Communications, Project Management, Marketing, Strategic Planning, Financial Services, Customer Insight, Customer Acquisition, Budgets, Social Media Marketing, Business Strategy, Forecasting, Strategy, Management, New Business Development, Product Management, Account Management, Product Development, Business Analysis, Customer Service, Team Leadership, Business Development, Sales, Integrated Marketing, Strategic Partnerships, Marketing Management, CRM, Market Analysis, Salesforce.com, Leadership, Email Marketing, Product Marketing
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.) Business Administration, Business Administration
University of Illinois at Urbana-Champaign - College of Business
Bachelors, Business Administration
Drew Kenning's UBS Wealth Management Experience June 2012 - September 2012
Job Analyst at Avondale
Industry Financial Services
Experience
Avondale November 2013 - Present
University of Denver June 2013 - Present
Bob O' Link Country Club June 2008 - August 2013
UBS Wealth Management June 2012 - September 2012
Skills
Photography, Corporate Finance, Entrepreneurship, Market Research, Financial Analysis, PowerPoint, Financial Modeling, Teamwork, Spanish, Analysis, Data Analysis, Valuation, Microsoft Excel, Research, Finance, Strategy
Education
University of Denver 2009 — 2013
Business, Finance
Lake Forest High School 2005 — 2009
Avondale November 2013 - Present
University of Denver June 2013 - Present
Bob O' Link Country Club June 2008 - August 2013
UBS Wealth Management June 2012 - September 2012
Skills
Photography, Corporate Finance, Entrepreneurship, Market Research, Financial Analysis, PowerPoint, Financial Modeling, Teamwork, Spanish, Analysis, Data Analysis, Valuation, Microsoft Excel, Research, Finance, Strategy
Education
University of Denver 2009 — 2013
Business, Finance
Lake Forest High School 2005 — 2009
Greg Sciametta Greg Sciametta's UBS Wealth Management Experience April 2015 - Present
Job Alternative Investments Product Development analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management August 2011 - April 2015
UBS Wealth Management & Swiss Bank June 2014 - November 2014
Weeden & Co May 2010 - August 2010
CPC Management May 2009 - August 2009
CPC Management May 2008 - August 2008
Skills
Finance, Data Analysis, Financial Analysis, Microsoft Office, Business Analysis, Project Management, Business Process..., Analysis, Software Project..., Financial Modeling, Budgets, Social Networking
Education
University of Maryland College Park 2007 — 2011
B.A. Economics, B.A. Communication
UBS Wealth Management April 2015 - Present
UBS Wealth Management August 2011 - April 2015
UBS Wealth Management & Swiss Bank June 2014 - November 2014
Weeden & Co May 2010 - August 2010
CPC Management May 2009 - August 2009
CPC Management May 2008 - August 2008
Skills
Finance, Data Analysis, Financial Analysis, Microsoft Office, Business Analysis, Project Management, Business Process..., Analysis, Software Project..., Financial Modeling, Budgets, Social Networking
Education
University of Maryland College Park 2007 — 2011
B.A. Economics, B.A. Communication
Nataliya Wilson Nataliya Wilson's UBS Wealth Management Experience 2007 - 2007
Job Senior Manager, Operations Innovation at DaVita
Industry Hospital & Health Care
Experience
DaVita December 2012 - Present
Newmont Mining Corporation December 2011 - November 2012
Colorado Technical University September 2011 - April 2012
Newmont Mining Corporation May 2010 - December 2011
Western Union March 2009 - May 2010
Newmont Mining Corporation June 2008 - March 2009
Colorado Department of Public Health and Environment June 2007 - September 2007
UBS Wealth Management 2007 - 2007
Skills
Financial Modeling, Financial Analysis, Process Improvement, Microsoft Excel, Strategic Planning, Analysis, Six Sigma, Project Management, Business Strategy, Business Analysis, Data Analysis, Business Process..., Risk Management, Program Management, Forecasting, Project Planning, Budgets, Change Management, Leadership, Management, Strategy, Finance, Cross-functional Team..., Business Planning, Operations Management
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA
University of Denver - Daniels College of Business 2006 — 2009
BSBA, Finance, minors in Accounting and Economics
Smoky Hill High School
DaVita December 2012 - Present
Newmont Mining Corporation December 2011 - November 2012
Colorado Technical University September 2011 - April 2012
Newmont Mining Corporation May 2010 - December 2011
Western Union March 2009 - May 2010
Newmont Mining Corporation June 2008 - March 2009
Colorado Department of Public Health and Environment June 2007 - September 2007
UBS Wealth Management 2007 - 2007
Skills
Financial Modeling, Financial Analysis, Process Improvement, Microsoft Excel, Strategic Planning, Analysis, Six Sigma, Project Management, Business Strategy, Business Analysis, Data Analysis, Business Process..., Risk Management, Program Management, Forecasting, Project Planning, Budgets, Change Management, Leadership, Management, Strategy, Finance, Cross-functional Team..., Business Planning, Operations Management
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA
University of Denver - Daniels College of Business 2006 — 2009
BSBA, Finance, minors in Accounting and Economics
Smoky Hill High School
Brett Richter's UBS Wealth Management Experience June 2013 - August 2013
Job Financial Planning Intern at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors June 2015 - Present
Beacon Financial Group June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Derris & Company June 2012 - August 2012
Chemtob Moss & Forman, LLP July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Marketing, Sales, Public Relations, Windows, Mac, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's degree, Finance
Jericho High School
Mariner Wealth Advisors June 2015 - Present
Beacon Financial Group June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Derris & Company June 2012 - August 2012
Chemtob Moss & Forman, LLP July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Marketing, Sales, Public Relations, Windows, Mac, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's degree, Finance
Jericho High School
Courtney Waters Courtney Waters's UBS Wealth Management Experience 1999 - 2003
Job Vice President, Investment Relationship Manager Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management November 2007 - Present
Northern Trust Asset Management May 2005 - November 2007
UBS Wealth Management 1999 - 2003
William Blair & Company September 1997 - 1999
Education
University of Iowa
Economics
Northern Trust Asset Management November 2007 - Present
Northern Trust Asset Management May 2005 - November 2007
UBS Wealth Management 1999 - 2003
William Blair & Company September 1997 - 1999
Education
University of Iowa
Economics
Christoph Arnold's UBS Wealth Management Experience August 2010 - Present
Job Investment Strategist, Ultra High Net Worth Group Canada at UBS
Industry Financial Services
Experience
UBS Wealth Management August 2010 - Present
UBS Wealth Management 2009 - August 2010
UBS Wealth Management 2009 - 2009
UBS Wealth Management 2005 - 2008
Skills
Emerging Markets, Alternative Investments, Portfolio Management, Fixed Income, Investments
Education
Université de Geneve 1999 — 2005
Master of Arts (M.A.), International Relations and Affairs
Kollegium St Fidelis 1992 — 1999
Maturitaet, Natural Sciences
Graduate Institute of International Studies, IUHEI
UBS Wealth Management August 2010 - Present
UBS Wealth Management 2009 - August 2010
UBS Wealth Management 2009 - 2009
UBS Wealth Management 2005 - 2008
Skills
Emerging Markets, Alternative Investments, Portfolio Management, Fixed Income, Investments
Education
Université de Geneve 1999 — 2005
Master of Arts (M.A.), International Relations and Affairs
Kollegium St Fidelis 1992 — 1999
Maturitaet, Natural Sciences
Graduate Institute of International Studies, IUHEI
Mitchell Everitt's UBS Wealth Management Experience June 2001 - July 2008
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2008 - Present
UBS Wealth Management June 2001 - July 2008
Education
University of Denver 1980 — 1984
BSBA, Finance, Marketing
Fox Chapel High School 1977 — 1980
Oppenheimer & Co. Inc. August 2008 - Present
UBS Wealth Management June 2001 - July 2008
Education
University of Denver 1980 — 1984
BSBA, Finance, Marketing
Fox Chapel High School 1977 — 1980
Jeff Zygler's UBS Wealth Management Experience June 2005 - December 2005
Job Senior Vice President Capital Deployment at Dermody Properties
Industry Real Estate
Experience
Dermody Properties August 2015 - Present
KTR Capital Partners October 2007 - May 2015
Citigroup June 2006 - September 2007
UBS Wealth Management June 2005 - December 2005
T. Rowe Price June 2004 - December 2004
Skills
Disposition, Private Equity, Due Diligence, Real Estate Economics, Mergers & Acquisitions, Acquisitions, Asset Management, Valuation, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Corporate Real Estate, Real Estate Financing
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Finance, LTSCM
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Finance & Logistics, Transportation, and Supply Chain Management
Dermody Properties August 2015 - Present
KTR Capital Partners October 2007 - May 2015
Citigroup June 2006 - September 2007
UBS Wealth Management June 2005 - December 2005
T. Rowe Price June 2004 - December 2004
Skills
Disposition, Private Equity, Due Diligence, Real Estate Economics, Mergers & Acquisitions, Acquisitions, Asset Management, Valuation, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Corporate Real Estate, Real Estate Financing
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Finance, LTSCM
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Finance & Logistics, Transportation, and Supply Chain Management
Jill Eisenstein Wagner's UBS Wealth Management Experience May 2014 - May 2015
Job VP Graystone Consulting, Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
UBS Wealth Management May 2014 - May 2015
Merrill Lynch January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - December 2012
Citigroup May 2008 - June 2009
Citigroup June 2006 - May 2008
Smith Barney March 1997 - June 2006
Skills
FINRA, Securities, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Series 7, Series 24, Series 63, Retirement, Financial Services, Portfolio Management
Education
University of Maryland College Park 1988 — 1991
Bs history, American History
Morgan Stanley May 2015 - Present
UBS Wealth Management May 2014 - May 2015
Merrill Lynch January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - December 2012
Citigroup May 2008 - June 2009
Citigroup June 2006 - May 2008
Smith Barney March 1997 - June 2006
Skills
FINRA, Securities, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Series 7, Series 24, Series 63, Retirement, Financial Services, Portfolio Management
Education
University of Maryland College Park 1988 — 1991
Bs history, American History
Cameron Brooks's UBS Wealth Management Experience May 2007 - May 2009
Job Associate J.P. Morgan, Alternative Investment Services
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
Sony Music Entertainment May 2009 - November 2014
UBS Wealth Management May 2007 - May 2009
Smith Barney August 2006 - May 2007
Skills
Excel, Budgeting, Series 7, Research, Microsoft Excel, Analysis, Budgets, Financial Modeling, Finance, Strategic Financial..., Sales, Risk Management, Financial Analysis, Forecasting, Investments, Financial Planning, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S.
J.P. Morgan November 2014 - Present
Sony Music Entertainment May 2009 - November 2014
UBS Wealth Management May 2007 - May 2009
Smith Barney August 2006 - May 2007
Skills
Excel, Budgeting, Series 7, Research, Microsoft Excel, Analysis, Budgets, Financial Modeling, Finance, Strategic Financial..., Sales, Risk Management, Financial Analysis, Forecasting, Investments, Financial Planning, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S.
James Pellicane Jr, CFA's UBS Wealth Management Experience February 2011 - January 2012
Job Managing Director Capital Markets at UBS Wealth Management
Industry Financial Services
Experience
UBS January 2012 - Present
UBS Wealth Management February 2011 - January 2012
PellCo Partners LLC 2005 - August 2011
Merrill Lynch & Co. 1987 - 2006
Bondbook 2000 - 2001
Kidder Peabody 1984 - 1987
Skills
Fixed Income, Equities, Trading Systems, Capital Markets, Electronic Trading, Derivatives, Market Data, Trading, Bloomberg, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Corporate Finance
University of Florida 1974 — 1979
BSBA
UBS January 2012 - Present
UBS Wealth Management February 2011 - January 2012
PellCo Partners LLC 2005 - August 2011
Merrill Lynch & Co. 1987 - 2006
Bondbook 2000 - 2001
Kidder Peabody 1984 - 1987
Skills
Fixed Income, Equities, Trading Systems, Capital Markets, Electronic Trading, Derivatives, Market Data, Trading, Bloomberg, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Corporate Finance
University of Florida 1974 — 1979
BSBA
Mark Steffe's UBS Wealth Management Experience October 2007 - October 2008
Job Senior Vice President, Chief of Staff for Advisor Operations at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning 2010 - Present
TIAA-CREF 2009 - 2010
UBS Wealth Management October 2007 - October 2008
UBS Wealth Management March 2006 - October 2007
UBS Wealth Management February 2004 - March 2006
UBS Wealth Management September 2001 - February 2004
Harris Bretall Sullivan & Smith June 2000 - September 2001
UBS Wealth Management June 1998 - June 2000
UBS Wealth Management April 1995 - June 1998
Skills
Wealth Management, Financial Services, Investments, Series 7, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
First Command Financial Planning 2010 - Present
TIAA-CREF 2009 - 2010
UBS Wealth Management October 2007 - October 2008
UBS Wealth Management March 2006 - October 2007
UBS Wealth Management February 2004 - March 2006
UBS Wealth Management September 2001 - February 2004
Harris Bretall Sullivan & Smith June 2000 - September 2001
UBS Wealth Management June 1998 - June 2000
UBS Wealth Management April 1995 - June 1998
Skills
Wealth Management, Financial Services, Investments, Series 7, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Rebecca Burns Paulson's UBS Wealth Management Experience January 2009 - January 2011
Job Relationship Manager
Industry Financial Services
Experience
Allianz Life April 2014 - Present
Allianz Life February 2011 - April 2014
Jeremiah Program 2008 - December 2011
UBS Wealth Management January 2009 - January 2011
Smith Barney October 2007 - January 2009
Skills
Wealth Management, Finance, Relationship Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Insurance, Wealth Management..., Fixed Annuities, Financial Services, Leadership, Financial Analysis, Sales, Management, Strategic Planning
Education
University of Denver - Daniels College of Business 2003 — 2007
BSBA, Finance, Real Estate & Marketing
Allianz Life April 2014 - Present
Allianz Life February 2011 - April 2014
Jeremiah Program 2008 - December 2011
UBS Wealth Management January 2009 - January 2011
Smith Barney October 2007 - January 2009
Skills
Wealth Management, Finance, Relationship Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Insurance, Wealth Management..., Fixed Annuities, Financial Services, Leadership, Financial Analysis, Sales, Management, Strategic Planning
Education
University of Denver - Daniels College of Business 2003 — 2007
BSBA, Finance, Real Estate & Marketing
Adriana Sormani's UBS Wealth Management Experience June 2011 - Present
Job Vice President/Investments
Industry Investment Management
Experience
UBS Wealth Management June 2011 - Present
Merrill Lynch February 1999 - June 2011
BMO Harris Private Banking 1996 - 2000
Education
University of Denver 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies/Economics
UBS Wealth Management June 2011 - Present
Merrill Lynch February 1999 - June 2011
BMO Harris Private Banking 1996 - 2000
Education
University of Denver 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies/Economics
Bryan Treadway's UBS Wealth Management Experience June 2013 - November 2014
Job Internal Sales Consultant, National Wirehouse Division, Invesco Distributors, Inc.
Industry Financial Services
Experience
Invesco US January 2015 - Present
UBS Wealth Management June 2013 - November 2014
Texas World Wide Insurance September 2011 - June 2013
Direct Energy April 2007 - September 2011
Shell Energy Service Co. June 2004 - April 2007
Skills
Series 7, Series 66, Finance, Strategic Financial..., Portfolio Management, 401k, Private Foundations, Investments, Oil & Gas Industry, Small Business Lending, Mutual Funds, Wealth Management, Asset Management, Trading, Financial Services, Securities, Financial Analysis, Asset Allocation, Risk Management, Equities, Financial Modeling, Financial Advisory, Hedging, Investment Strategies, Options, Relationship Management, Fixed Income, Negotiation, Financial Planning
Education
University of Houston 1998 — 2003
Bachelor of Science (B.S.)
Invesco US January 2015 - Present
UBS Wealth Management June 2013 - November 2014
Texas World Wide Insurance September 2011 - June 2013
Direct Energy April 2007 - September 2011
Shell Energy Service Co. June 2004 - April 2007
Skills
Series 7, Series 66, Finance, Strategic Financial..., Portfolio Management, 401k, Private Foundations, Investments, Oil & Gas Industry, Small Business Lending, Mutual Funds, Wealth Management, Asset Management, Trading, Financial Services, Securities, Financial Analysis, Asset Allocation, Risk Management, Equities, Financial Modeling, Financial Advisory, Hedging, Investment Strategies, Options, Relationship Management, Fixed Income, Negotiation, Financial Planning
Education
University of Houston 1998 — 2003
Bachelor of Science (B.S.)
Ananth Kannimangalam PMP's UBS Wealth Management Experience June 2012 - Present
Job Services and Product Management, UBS Wealth Management Americas
Industry Information Technology and Services
Experience
UBS Wealth Management June 2012 - Present
Credit Suisse March 2012 - June 2012
MF Global September 2010 - November 2011
Morgan Stanley Investment Management June 2010 - September 2010
Morgan Stanley Smith Barney August 2009 - June 2010
JP Morgan Chase February 2006 - January 2009
Capgemini 2005 - 2006
Hexaware Technologies 2004 - 2005
Tata Consultancy Services 2001 - 2004
Philips Lighting 1999 - 2001
Skills
SDLC, Business Requirements, Testing, Vendor Management, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, Program Management, Process Engineering, Risk Management, PMP, Process Improvement, MS Project, Data Warehousing, Resource Management, Business Intelligence, Requirements Analysis, Banking, Reference Data, Agile, Visio, Project Planning, Customer Relations, Portfolio Management, Offshoring, Governance, Strategy, Change Management
Education
University of Madras 1996 — 1998
MBA, Marketing
University of Madras 1992 — 1996
Bachelor of Engineering, Electrical and Electronics Engineering
UBS Wealth Management June 2012 - Present
Credit Suisse March 2012 - June 2012
MF Global September 2010 - November 2011
Morgan Stanley Investment Management June 2010 - September 2010
Morgan Stanley Smith Barney August 2009 - June 2010
JP Morgan Chase February 2006 - January 2009
Capgemini 2005 - 2006
Hexaware Technologies 2004 - 2005
Tata Consultancy Services 2001 - 2004
Philips Lighting 1999 - 2001
Skills
SDLC, Business Requirements, Testing, Vendor Management, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, Program Management, Process Engineering, Risk Management, PMP, Process Improvement, MS Project, Data Warehousing, Resource Management, Business Intelligence, Requirements Analysis, Banking, Reference Data, Agile, Visio, Project Planning, Customer Relations, Portfolio Management, Offshoring, Governance, Strategy, Change Management
Education
University of Madras 1996 — 1998
MBA, Marketing
University of Madras 1992 — 1996
Bachelor of Engineering, Electrical and Electronics Engineering
Marc Neri, CFA's UBS Wealth Management Experience June 2006 - August 2006
Job Vice President at Silicon Valley Bank
Industry Venture Capital & Private Equity
Experience
Silicon Valley Bank December 2011 - Present
Ann & Robert H. Lurie Children's Hospital of Chicago September 2011 - Present
FINRA September 2007 - December 2011
UBS Wealth Management June 2006 - August 2006
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Finance and Entrepreneurship
Silicon Valley Bank December 2011 - Present
Ann & Robert H. Lurie Children's Hospital of Chicago September 2011 - Present
FINRA September 2007 - December 2011
UBS Wealth Management June 2006 - August 2006
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Finance and Entrepreneurship
Nick Landy's UBS Wealth Management Experience June 2012 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS Wealth Management June 2012 - Present
UBS FINANCIAL SERVICES 2008 - June 2012
Skills
Bloomberg, Equities, Series 7, Fixed Income, Investments, Financial Analysis, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Economics
UBS Wealth Management June 2012 - Present
UBS FINANCIAL SERVICES 2008 - June 2012
Skills
Bloomberg, Equities, Series 7, Fixed Income, Investments, Financial Analysis, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Economics
Sundararaman Kalyanaraman PMP, ITIL V3's UBS Wealth Management Experience August 2001 - June 2012
Job Senior Project Manger/IT Consultant with a Consulting Company in New York City
Industry Financial Services
Experience
Consulting Services NY City February 2015 - Present
RBC Capital Markets 2015 - 2015
RBC Capital Markets 2015 - 2015
Prudential Financial March 2013 - June 2014
Global Business Consulting Services Inc. December 2012 - February 2013
UBS Wealth Management August 2001 - June 2012
PaineWebber June 1995 - August 2001
Professional Access Ltd (Consulting Services) February 1992 - May 1995
Skills
Requirements Analysis, Risk Management, SDLC, Vendor Management, Requirements Gathering, Software Project..., Budgets, ERP, Wealth Management, Management, Project Management, Business Analysis, Equities, Enterprise Architecture, Information Technology, IT Strategy, Fixed Income, Portfolio Management
Education
6Sigma Green Belt
ITIL
Certification, ITIL V3 Foundation.
Lean IT Sigma
National Institute of technology, Chennai, India
Diploma, Systems Management, Distinction
PMI
Certification, Project Management Professional
University of Madras
Bachelor degree, Chemistry, First Class
Consulting Services NY City February 2015 - Present
RBC Capital Markets 2015 - 2015
RBC Capital Markets 2015 - 2015
Prudential Financial March 2013 - June 2014
Global Business Consulting Services Inc. December 2012 - February 2013
UBS Wealth Management August 2001 - June 2012
PaineWebber June 1995 - August 2001
Professional Access Ltd (Consulting Services) February 1992 - May 1995
Skills
Requirements Analysis, Risk Management, SDLC, Vendor Management, Requirements Gathering, Software Project..., Budgets, ERP, Wealth Management, Management, Project Management, Business Analysis, Equities, Enterprise Architecture, Information Technology, IT Strategy, Fixed Income, Portfolio Management
Education
6Sigma Green Belt
ITIL
Certification, ITIL V3 Foundation.
Lean IT Sigma
National Institute of technology, Chennai, India
Diploma, Systems Management, Distinction
PMI
Certification, Project Management Professional
University of Madras
Bachelor degree, Chemistry, First Class
Andre Curtis's UBS Wealth Management Experience October 2001 - September 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
UBS Investment Bank September 2010 - Present
UBS Wealth Management October 2001 - September 2007
Education
University of Maryland College Park 1992 — 1996
BA, Sociology
UBS Investment Bank September 2010 - Present
UBS Wealth Management October 2001 - September 2007
Education
University of Maryland College Park 1992 — 1996
BA, Sociology
Robert Zakem's UBS Wealth Management Experience December 2004 - July 2006
Job Director at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP July 2015 - Present
RidgeWorth Investments May 2011 - July 2015
Bank of America January 2009 - April 2011
Merrill Lynch August 2006 - December 2008
UBS Wealth Management December 2004 - July 2006
AIG SunAmerica Asset Management March 1992 - December 2004
Skills
Mutual Funds, Hedge Funds, Asset Management, Private Equity, Due Diligence, Risk Management, Governance, Compliance, Regulatory Compliance
Education
University of Wisconsin Law School 1984 — 1987
Juris Doctor (J.D.), Law
University of Detroit Mercy 1976 — 1980
Bachelor's Degree, Accounting
Deloitte & Touche LLP July 2015 - Present
RidgeWorth Investments May 2011 - July 2015
Bank of America January 2009 - April 2011
Merrill Lynch August 2006 - December 2008
UBS Wealth Management December 2004 - July 2006
AIG SunAmerica Asset Management March 1992 - December 2004
Skills
Mutual Funds, Hedge Funds, Asset Management, Private Equity, Due Diligence, Risk Management, Governance, Compliance, Regulatory Compliance
Education
University of Wisconsin Law School 1984 — 1987
Juris Doctor (J.D.), Law
University of Detroit Mercy 1976 — 1980
Bachelor's Degree, Accounting
Ben Blumenthal's UBS Wealth Management Experience July 2008 - July 2008
Job Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
Jian Ye's UBS Wealth Management Experience June 2007 - April 2008
Job Sr. Solution Architect at Ericsson
Industry Telecommunications
Experience
Ericsson April 2008 - Present
UBS Wealth Management June 2007 - April 2008
Alcatel-Lucent September 2004 - May 2007
ZTE February 1999 - November 1999
Skills
IP, VoIP, Wireless, GSM, CDMA, QoS, Ethernet, LTE
Education
University of Electronic Science and Technology
Ericsson April 2008 - Present
UBS Wealth Management June 2007 - April 2008
Alcatel-Lucent September 2004 - May 2007
ZTE February 1999 - November 1999
Skills
IP, VoIP, Wireless, GSM, CDMA, QoS, Ethernet, LTE
Education
University of Electronic Science and Technology
Austen P. Cornell, CFA's UBS Wealth Management Experience February 2006 - May 2006
Job Investment Analyst at Augustine Asset Management
Industry Financial Services
Experience
Augustine Asset Management April 2014 - Present
CFA Society Jacksonville June 2013 - Present
CSX August 2012 - April 2014
The Carlyle Group July 2011 - March 2012
PricewaterhouseCoopers September 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Baydonhill September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
UBS Wealth Management February 2006 - May 2006
Skills
Corporate Finance, Valuation, Management Consulting, Asset Management, Investment Management, Alternative Investments, Private Equity, Real Estate Finance, Structured Finance, Equity Capital Markets, Financial Advisory, Fixed Income, Structured Products, Financial Analysis, Financial Modeling, Portfolio Management, Photography
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Augustine Asset Management April 2014 - Present
CFA Society Jacksonville June 2013 - Present
CSX August 2012 - April 2014
The Carlyle Group July 2011 - March 2012
PricewaterhouseCoopers September 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Baydonhill September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
UBS Wealth Management February 2006 - May 2006
Skills
Corporate Finance, Valuation, Management Consulting, Asset Management, Investment Management, Alternative Investments, Private Equity, Real Estate Finance, Structured Finance, Equity Capital Markets, Financial Advisory, Fixed Income, Structured Products, Financial Analysis, Financial Modeling, Portfolio Management, Photography
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Martha Naselli's UBS Wealth Management Experience August 1993 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 1993 - Present
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Regina Dominican High School 1982 — 1986
UBS Wealth Management August 1993 - Present
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Regina Dominican High School 1982 — 1986
Vincenzo M DiLullo's UBS Wealth Management Experience 1999 - 2004
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2005 - Present
UBS Wealth Management 1999 - 2004
PaineWebber, Inc. 1996 - 1999
Skills
Structured Products, Equities, Derivatives, Fixed Income, Commodity, Regulatory Requirements, Capital Markets, Bloomberg, Financial Markets, Valuation, Investments, Wealth Management, Asset Allocation, Financial Services, Hedge Funds, Series 7, Series 63, Alternative Investments
Education
University of Hartford 1992 — 1996
Bachelor of Science (B.S.) in Business
UBS Investment Bank 2005 - Present
UBS Wealth Management 1999 - 2004
PaineWebber, Inc. 1996 - 1999
Skills
Structured Products, Equities, Derivatives, Fixed Income, Commodity, Regulatory Requirements, Capital Markets, Bloomberg, Financial Markets, Valuation, Investments, Wealth Management, Asset Allocation, Financial Services, Hedge Funds, Series 7, Series 63, Alternative Investments
Education
University of Hartford 1992 — 1996
Bachelor of Science (B.S.) in Business
Christopher Ure's UBS Wealth Management Experience March 2009 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Wealth Management March 2009 - Present
Smith Barney August 1998 - March 2009
Ernst & Young February 1992 - August 1998
Skills
Customer Service
Education
University of Florida 1988 — 1992
BSBA, Finance and Accounting
UBS Wealth Management March 2009 - Present
Smith Barney August 1998 - March 2009
Ernst & Young February 1992 - August 1998
Skills
Customer Service
Education
University of Florida 1988 — 1992
BSBA, Finance and Accounting
Gary Finnegan's UBS Wealth Management Experience 2002 - 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Bank of the West October 2008 - January 2011
Fremont Bank 2004 - 2008
UBS Wealth Management 2002 - 2004
Education
University of Florida 1988 — 1992
BA, Liberal Arts
Wells Fargo Advisors, LLC January 2011 - Present
Bank of the West October 2008 - January 2011
Fremont Bank 2004 - 2008
UBS Wealth Management 2002 - 2004
Education
University of Florida 1988 — 1992
BA, Liberal Arts
Eric (Chun Yin) Yiu's UBS Wealth Management Experience October 2008 - April 2009
Job Strategy and Analytics
Industry Financial Services
Experience
Avant August 2014 - Present
CNA Insurance September 2012 - June 2014
Liberty Mutual Group July 2010 - August 2012
Academic Computing and Communications Center August 2008 - May 2010
Federal Reserve Bank of Chicago’s Fed Challenge 2009 September 2009 - December 2009
Allstate Insurance Company May 2009 - August 2009
UBS Wealth Management October 2008 - April 2009
Skills
Insurance, Analysis, Underwriting, Microsoft Excel, Analytics, Commercial Insurance, Property & Casualty..., Risk Management, Workers Compensation, Strategy, Portfolio Management, Training, PowerPoint, Data Analysis, Linear Regression, Access, Excel, Financial Modeling, Business Analysis, Business Intelligence, R, Middle Market, Managing Agency..., Business Objects, SQL, Relational Databases, Reporting & Analysis, C, Risk Assessment, Data Management, Business Insights, Data Mining, looker, Business Intelligence..., PostgreSQL
Education
University of Illinois at Chicago 2006 — 2010
BA, Economics
University of Illinois at Chicago 2006 — 2010
BS, Mathematics
CPCU
CPCU
Avant August 2014 - Present
CNA Insurance September 2012 - June 2014
Liberty Mutual Group July 2010 - August 2012
Academic Computing and Communications Center August 2008 - May 2010
Federal Reserve Bank of Chicago’s Fed Challenge 2009 September 2009 - December 2009
Allstate Insurance Company May 2009 - August 2009
UBS Wealth Management October 2008 - April 2009
Skills
Insurance, Analysis, Underwriting, Microsoft Excel, Analytics, Commercial Insurance, Property & Casualty..., Risk Management, Workers Compensation, Strategy, Portfolio Management, Training, PowerPoint, Data Analysis, Linear Regression, Access, Excel, Financial Modeling, Business Analysis, Business Intelligence, R, Middle Market, Managing Agency..., Business Objects, SQL, Relational Databases, Reporting & Analysis, C, Risk Assessment, Data Management, Business Insights, Data Mining, looker, Business Intelligence..., PostgreSQL
Education
University of Illinois at Chicago 2006 — 2010
BA, Economics
University of Illinois at Chicago 2006 — 2010
BS, Mathematics
CPCU
CPCU
Manoj Victor's UBS Wealth Management Experience July 2008 - March 2010
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
Citigroup March 2010 - July 2012
UBS Wealth Management July 2008 - March 2010
Skills
SOA, Java, SDLC, Enterprise Architecture, Java Enterprise Edition, ElasticSearch, Oracle, Spring Framework, Agile Methodologies, Linux, Maven, Jenkins, JIRA, GoldenGate, Spring Batch, Eclipse, Shell Scripting, JavaScript, Tortoise SVN, JUnit, Payment Systems, CSM, Data Analysis
Education
University of Madras 1995 — 1999
Bachelor’s Degree, Engineering
J.P. Morgan July 2012 - Present
Citigroup March 2010 - July 2012
UBS Wealth Management July 2008 - March 2010
Skills
SOA, Java, SDLC, Enterprise Architecture, Java Enterprise Edition, ElasticSearch, Oracle, Spring Framework, Agile Methodologies, Linux, Maven, Jenkins, JIRA, GoldenGate, Spring Batch, Eclipse, Shell Scripting, JavaScript, Tortoise SVN, JUnit, Payment Systems, CSM, Data Analysis
Education
University of Madras 1995 — 1999
Bachelor’s Degree, Engineering
Kimberly (Phillips) Bruno's UBS Wealth Management Experience 2007 - 2009
Job Human Resources Professional
Industry Human Resources
Experience
Bank of America 2010 - 2011
UBS Wealth Management 2007 - 2009
Hollister, Inc 2005 - 2007
Enterprise Rent-A-Car 1997 - 2004
Skills
College Recruiting, Applicant Tracking..., Temporary Placement, Technical Recruiting, Internet Recruiting, Talent Acquisition, Contract Recruitment, Executive Search, Talent Management, Sourcing
Education
University of Maryland College Park 1993 — 1997
Bachelor of Science, Marketing
Bank of America 2010 - 2011
UBS Wealth Management 2007 - 2009
Hollister, Inc 2005 - 2007
Enterprise Rent-A-Car 1997 - 2004
Skills
College Recruiting, Applicant Tracking..., Temporary Placement, Technical Recruiting, Internet Recruiting, Talent Acquisition, Contract Recruitment, Executive Search, Talent Management, Sourcing
Education
University of Maryland College Park 1993 — 1997
Bachelor of Science, Marketing
Augustin Werner's UBS Wealth Management Experience 1995 - 2008
Job Associate Portfolio Manager bei Scotiabank
Industry Financial Services
Experience
Scotiabank October 2008 - Present
UBS Wealth Management 1995 - 2008
UBS Wealth Management 1997 - 2002
Education
CFA Institute 2000 — 2002
CFA, Chartered Financial Analyst
1992 — 1994
Masters, Economics & Finance
1989 — 1992
Licence, Gestion d'Entreprise, Mention Finance
Scotiabank October 2008 - Present
UBS Wealth Management 1995 - 2008
UBS Wealth Management 1997 - 2002
Education
CFA Institute 2000 — 2002
CFA, Chartered Financial Analyst
1992 — 1994
Masters, Economics & Finance
1989 — 1992
Licence, Gestion d'Entreprise, Mention Finance
Larry Van Steenhuyse's UBS Wealth Management Experience September 1985 - Present
Job Senior Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2012 - Present
UBS Financial Services, Inc. September 2012 - Present
UBS Wealth Management September 1985 - Present
Education
University of Iowa 1982 — 1985
Bachelor of Business Administration (BBA), Finance, General
UBS Financial Services, Inc. November 2012 - Present
UBS Financial Services, Inc. September 2012 - Present
UBS Wealth Management September 1985 - Present
Education
University of Iowa 1982 — 1985
Bachelor of Business Administration (BBA), Finance, General
Bradford Smithy's UBS Wealth Management Experience January 2006 - Present
Job Managing Director, Southeast Region Regional Director at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management January 2006 - Present
Education
University of Florida 1985 — 1989
BSBA, Finance, General
UBS Wealth Management January 2006 - Present
Education
University of Florida 1985 — 1989
BSBA, Finance, General
Rangaswamy Nagarajan's UBS Wealth Management Experience October 2009 - October 2011
Job Senior BI Developer at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 2013 - Present
Barclays April 2013 - June 2013
Lockheed Martin May 2012 - April 2013
Standard & Poor's October 2011 - May 2012
UBS Wealth Management October 2009 - October 2011
Tata Consultancy Services February 2005 - October 2009
Citi May 2009 - September 2009
Barclays Capital 2008 - 2009
Lehman Brothers February 2005 - September 2008
Future Focus Infotech July 2004 - February 2005
Skills
Informatica, Data Warehousing, DB2, Performance Tuning, Microsoft SQL Server, SDLC, Requirements Analysis, Requirements Gathering, Oracle, Autosys, MicroStrategy Reporting, Business Objects, PL/SQL, Sybase, Unix, Oracle SQL, Business Intelligence, ETL, SQL, Unix Shell Scripting, Enterprise Architecture, Data Migration, Erwin, Solution Architecture, Databases, XML, Web Services, Shell Scripting, T-SQL, Software Project..., Solaris, Oracle SQL Developer
Education
University of Madras
Bachelor of Engineering (BE), Computer Science
Thomson Reuters June 2013 - Present
Barclays April 2013 - June 2013
Lockheed Martin May 2012 - April 2013
Standard & Poor's October 2011 - May 2012
UBS Wealth Management October 2009 - October 2011
Tata Consultancy Services February 2005 - October 2009
Citi May 2009 - September 2009
Barclays Capital 2008 - 2009
Lehman Brothers February 2005 - September 2008
Future Focus Infotech July 2004 - February 2005
Skills
Informatica, Data Warehousing, DB2, Performance Tuning, Microsoft SQL Server, SDLC, Requirements Analysis, Requirements Gathering, Oracle, Autosys, MicroStrategy Reporting, Business Objects, PL/SQL, Sybase, Unix, Oracle SQL, Business Intelligence, ETL, SQL, Unix Shell Scripting, Enterprise Architecture, Data Migration, Erwin, Solution Architecture, Databases, XML, Web Services, Shell Scripting, T-SQL, Software Project..., Solaris, Oracle SQL Developer
Education
University of Madras
Bachelor of Engineering (BE), Computer Science
Joseph Troy, CAIA's UBS Wealth Management Experience 2005 - 2007
Job Executive Director Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Sundarahari Kannan's UBS Wealth Management Experience November 2010 - August 2013
Job Manager @ Cognizant
Industry Information Technology and Services
Experience
Cognizant March 2015 - Present
Merrill Lynch August 2013 - February 2015
UBS Wealth Management November 2010 - August 2013
AT&T January 2010 - October 2010
Bank of America January 2009 - January 2010
Strate July 2008 - December 2009
Time Inc. April 2007 - June 2008
Farmers Insurance August 2004 - March 2007
Skills
Assembler, DB2, DB2 stored Procedures, IMS, VSAM, COBOL, CICS, REXX, CLIST, TSO, ISPF Dialog Manager, Easytrieve, DYL280, SAS, JAVA, WebSphere MQ, SDLC
Education
University of Madras 2001 — 2004
Bachelor, Computer Application
SSKV Matriculation Higher Secondary School 2000 — 2001
HSC, Commerce, Accounts & Business Mathematics
Cognizant March 2015 - Present
Merrill Lynch August 2013 - February 2015
UBS Wealth Management November 2010 - August 2013
AT&T January 2010 - October 2010
Bank of America January 2009 - January 2010
Strate July 2008 - December 2009
Time Inc. April 2007 - June 2008
Farmers Insurance August 2004 - March 2007
Skills
Assembler, DB2, DB2 stored Procedures, IMS, VSAM, COBOL, CICS, REXX, CLIST, TSO, ISPF Dialog Manager, Easytrieve, DYL280, SAS, JAVA, WebSphere MQ, SDLC
Education
University of Madras 2001 — 2004
Bachelor, Computer Application
SSKV Matriculation Higher Secondary School 2000 — 2001
HSC, Commerce, Accounts & Business Mathematics
Joe Christianson's UBS Wealth Management Experience May 2014 - 2014
Job Internal Sales Consultant at Invesco US
Industry Financial Services
Experience
Invesco US February 2014 - May 2014
BlackRock May 2012 - March 2014
UBS Wealth Management May 2014 - 2014
The Bank of New York Mellon Trust Company March 2011 - May 2012
The Bank of New York Mellon Trust Company February 2007 - March 2011
The Bank of New York June 2005 - February 2007
Skills
Derivatives, Investments, Bonds, Financial Analysis, Loans, Analysis, Leadership, Trading, Management, Account Reconciliation, Bloomberg, Microsoft Excel, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Asset Management, Mutual Funds, Capital Markets, Financial Services, Structured Finance, Corporate Finance, Finance
Education
The University of Iowa College of Law Iowa 2001 — 2003
University of Houston 1997 — 2001
B.S, Mathematics
Invesco US February 2014 - May 2014
BlackRock May 2012 - March 2014
UBS Wealth Management May 2014 - 2014
The Bank of New York Mellon Trust Company March 2011 - May 2012
The Bank of New York Mellon Trust Company February 2007 - March 2011
The Bank of New York June 2005 - February 2007
Skills
Derivatives, Investments, Bonds, Financial Analysis, Loans, Analysis, Leadership, Trading, Management, Account Reconciliation, Bloomberg, Microsoft Excel, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Asset Management, Mutual Funds, Capital Markets, Financial Services, Structured Finance, Corporate Finance, Finance
Education
The University of Iowa College of Law Iowa 2001 — 2003
University of Houston 1997 — 2001
B.S, Mathematics
Marc Peterfriend's UBS Wealth Management Experience 2004 - 2006
Job Product Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2008 - Present
UBS Global Asset Management April 2006 - August 2008
UBS Wealth Management 2004 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BA, Finance and Economics
UBS Global Asset Management August 2008 - Present
UBS Global Asset Management April 2006 - August 2008
UBS Wealth Management 2004 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BA, Finance and Economics
Brian Morales's UBS Wealth Management Experience September 1997 - July 2006
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2006 - Present
UBS Wealth Management September 1997 - July 2006
The Advisors Group 1995 - 1997
Education
University of Maryland College Park 1986 — 1991
BS
Bishop McNamara 1982 — 1986
Wells Fargo Advisors July 2006 - Present
UBS Wealth Management September 1997 - July 2006
The Advisors Group 1995 - 1997
Education
University of Maryland College Park 1986 — 1991
BS
Bishop McNamara 1982 — 1986
Andrew J. Petnuch's UBS Wealth Management Experience 2006 - 2006
Job Business Development Manager at Intertech Ci
Industry Security and Investigations
Experience
Intertech Ci June 2015 - Present
Intertech Security LLC February 2014 - May 2015
Naval Sea Systems Command August 2011 - February 2014
US Navy August 2008 - August 2011
UBS Wealth Management 2006 - 2006
Skills
Economics, Security Clearance, Analysis, Data Analysis, Financial Analysis, Government, Team Leadership, Risk Management, Leadership, Management, Strategy, Business Analysis, Microsoft Excel, PowerPoint, Defense
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Entrepreneurship
University of Maryland College Park 2004 — 2008
BA, Economics
Intertech Ci June 2015 - Present
Intertech Security LLC February 2014 - May 2015
Naval Sea Systems Command August 2011 - February 2014
US Navy August 2008 - August 2011
UBS Wealth Management 2006 - 2006
Skills
Economics, Security Clearance, Analysis, Data Analysis, Financial Analysis, Government, Team Leadership, Risk Management, Leadership, Management, Strategy, Business Analysis, Microsoft Excel, PowerPoint, Defense
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Entrepreneurship
University of Maryland College Park 2004 — 2008
BA, Economics
Stephen DesRochers's UBS Wealth Management Experience PresidentChabil Mar Resort - Placencia BelizeNovember 2009 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management PresidentChabil Mar Resort - Placencia BelizeNovember 2009 - Present
Strata 30 Corporation November 2009 - Present
Merrill Lynch January 2000 - December 2005
Education
University of Hartford 1998 — 2004
Business Administration, Finance / Economics
UBS Wealth Management PresidentChabil Mar Resort - Placencia BelizeNovember 2009 - Present
Strata 30 Corporation November 2009 - Present
Merrill Lynch January 2000 - December 2005
Education
University of Hartford 1998 — 2004
Business Administration, Finance / Economics
Gabe Fenton's UBS Wealth Management Experience February 2000 - February 2003
Job President at Resolve Funding | The Lending Partner to Real Estate Investors
Industry Banking
Experience
Resolve Funding - Real Estate Funding February 2013 - Present
Bernstein Global Wealth Management January 2012 - February 2013
NetWide-Coor Capital September 2006 - September 2011
Wedbush Securities February 2003 - September 2006
UBS Wealth Management February 2000 - February 2003
Morgan Stanley March 1997 - January 2000
Wells Fargo Advisors May 1995 - January 1997
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
University of Hawaii at Hilo 1990 — 1990
Business, Management, Marketing, and Related Support Services
Resolve Funding - Real Estate Funding February 2013 - Present
Bernstein Global Wealth Management January 2012 - February 2013
NetWide-Coor Capital September 2006 - September 2011
Wedbush Securities February 2003 - September 2006
UBS Wealth Management February 2000 - February 2003
Morgan Stanley March 1997 - January 2000
Wells Fargo Advisors May 1995 - January 1997
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
University of Hawaii at Hilo 1990 — 1990
Business, Management, Marketing, and Related Support Services
Vannia Handal's UBS Wealth Management Experience June 2012 - Present
Job
Industry
Experience
Beachbody 2013 - Present
UBS Wealth Management June 2012 - Present
Education
University of Houston
BS, Biology
Beachbody 2013 - Present
UBS Wealth Management June 2012 - Present
Education
University of Houston
BS, Biology
Matt Feinberg's UBS Wealth Management Experience October 2014 - Present
Job Registered Sales Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Construction Solutions Group August 2013 - October 2014
Aspen Skiing Company December 2012 - April 2013
Merrill Lynch November 2011 - December 2012
Merrill Lynch July 2011 - October 2011
Merrill Lynch January 2008 - June 2011
Education
University of Florida 2010 — 2011
Master of Business Administration (MBA)
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance, General
KLHT
UBS Wealth Management October 2014 - Present
Construction Solutions Group August 2013 - October 2014
Aspen Skiing Company December 2012 - April 2013
Merrill Lynch November 2011 - December 2012
Merrill Lynch July 2011 - October 2011
Merrill Lynch January 2008 - June 2011
Education
University of Florida 2010 — 2011
Master of Business Administration (MBA)
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance, General
KLHT
Gena Albertelli Zak's UBS Wealth Management Experience June 2005 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab June 2011 - April 2013
BNY Mellon September 2010 - June 2011
Citi Global Wealth Management February 2010 - August 2010
Citi August 2006 - March 2010
UBS Wealth Management June 2005 - August 2006
Skills
Microsoft Excel, Training Delivery, Employee Training, Anti Money Laundering, Legal Compliance, Financial Risk, AML, Mutual Funds, Options, Onboarding, Bank Secrecy Act, OFAC, USA PATRIOT Act, Financial Regulation, Risk Management, FINRA, Series 7, KYC
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Charles Schwab June 2011 - April 2013
BNY Mellon September 2010 - June 2011
Citi Global Wealth Management February 2010 - August 2010
Citi August 2006 - March 2010
UBS Wealth Management June 2005 - August 2006
Skills
Microsoft Excel, Training Delivery, Employee Training, Anti Money Laundering, Legal Compliance, Financial Risk, AML, Mutual Funds, Options, Onboarding, Bank Secrecy Act, OFAC, USA PATRIOT Act, Financial Regulation, Risk Management, FINRA, Series 7, KYC
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Eric Treadway's UBS Wealth Management Experience June 2013 - August 2013
Job Student at University of Houston
Industry Investment Management
Experience
Economics Society at University of Houston January 2014 - Present
UBS Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Statistics, Economics
Education
University of Houston 2010 — 2014
Bachelor's of Science, Economics
Economics Society at University of Houston January 2014 - Present
UBS Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Statistics, Economics
Education
University of Houston 2010 — 2014
Bachelor's of Science, Economics