UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Steven Bills Steven Bills's UBS Wealth Management Experience June 2012 - August 2012
Job Consultant at BravoSolution
Industry Logistics and Supply Chain
Experience
BravoSolution June 2014 - Present
Diageo May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
University of Michigan September 2010 - December 2010
Skills
Microsoft Excel, Finance, Leadership, Research, Data Analysis, PowerPoint, Procurement, Microsoft Office, Microsoft Word, Financial Analysis, Market Research, Time Management, Social Media, Event Planning, Interpersonal Skills, Analysis, Management, Teamwork
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics
BravoSolution June 2014 - Present
Diageo May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
University of Michigan September 2010 - December 2010
Skills
Microsoft Excel, Finance, Leadership, Research, Data Analysis, PowerPoint, Procurement, Microsoft Office, Microsoft Word, Financial Analysis, Market Research, Time Management, Social Media, Event Planning, Interpersonal Skills, Analysis, Management, Teamwork
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics
Tej Buch, CFA Tej Buch, CFA's UBS Wealth Management Experience May 2003 - August 2003
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Investment Management
Experience
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Daniel Courtney, CIMA®'s UBS Wealth Management Experience May 2007 - June 2009
Job Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason May 2014 - Present
BlackRock June 2009 - May 2014
UBS Wealth Management May 2007 - June 2009
Skills
Series 7, Asset Managment, Wealth Management, Mutual Funds, Equities, Fixed Income, ETFs, Separately Managed..., Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Sales Presentations, Sales Process, Territory Management
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Legg Mason May 2014 - Present
BlackRock June 2009 - May 2014
UBS Wealth Management May 2007 - June 2009
Skills
Series 7, Asset Managment, Wealth Management, Mutual Funds, Equities, Fixed Income, ETFs, Separately Managed..., Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Sales Presentations, Sales Process, Territory Management
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Taylor Rhett Taylor Rhett's UBS Wealth Management Experience June 2014 - Present
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Invesco March 2013 - June 2014
Coca-Cola Refreshments June 2010 - March 2013
MEDIASOLUTIONS May 2009 - August 2009
Skills
Sales Presentations, Microsoft Office, PowerPoint, Exel, Public Speaking, Series 7, Series 66, Portfolio Construction, Financial Analysis
Education
University of Mississippi - School of Business Administration 2006 — 2010
University of New South Whales
Marist High School 2001 — 2006
The University of Mississippi, University
Bachelors of Business Administration, Managerial Finance
UBS Wealth Management June 2014 - Present
Invesco March 2013 - June 2014
Coca-Cola Refreshments June 2010 - March 2013
MEDIASOLUTIONS May 2009 - August 2009
Skills
Sales Presentations, Microsoft Office, PowerPoint, Exel, Public Speaking, Series 7, Series 66, Portfolio Construction, Financial Analysis
Education
University of Mississippi - School of Business Administration 2006 — 2010
University of New South Whales
Marist High School 2001 — 2006
The University of Mississippi, University
Bachelors of Business Administration, Managerial Finance
Derrick Engel Derrick Engel's UBS Wealth Management Experience March 2015 - June 2015
Job Sales Rep for Adidas/Reebok SLD
Industry Sporting Goods
Experience
adidas Group August 2015 - Present
National Football League January 2014 - July 2015
UBS Wealth Management March 2015 - June 2015
PlayFast Sports Lab May 2014 - March 2015
University of Minnesota August 2011 - December 2013
Hazeltine National Golf Club May 2013 - August 2013
Hubbard Broadcasting May 2012 - August 2012
Driveline Retail Services May 2010 - August 2011
Winona State University August 2009 - May 2011
Pauly's American Grill January 2009 - July 2009
Skills
Merchandising, Marketing, Sales, Marketing Strategy, Social Media Marketing, Customer Service, Advertising, Marketing Communications, Time Management, Market Research, PowerPoint, Account Management, Promotions, Microsoft Excel
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor's Degree, Business and Marketing
Winona State University 2009 — 2011
adidas Group August 2015 - Present
National Football League January 2014 - July 2015
UBS Wealth Management March 2015 - June 2015
PlayFast Sports Lab May 2014 - March 2015
University of Minnesota August 2011 - December 2013
Hazeltine National Golf Club May 2013 - August 2013
Hubbard Broadcasting May 2012 - August 2012
Driveline Retail Services May 2010 - August 2011
Winona State University August 2009 - May 2011
Pauly's American Grill January 2009 - July 2009
Skills
Merchandising, Marketing, Sales, Marketing Strategy, Social Media Marketing, Customer Service, Advertising, Marketing Communications, Time Management, Market Research, PowerPoint, Account Management, Promotions, Microsoft Excel
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor's Degree, Business and Marketing
Winona State University 2009 — 2011
Chanthy Chum Chanthy Chum's UBS Wealth Management Experience October 2011 - May 2012
Job MAHRIR Candidate at the Carlson School of Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - August 2015
UBS Wealth Management October 2011 - May 2012
Skills
Finance, Investments, Leadership, Financial Advisory, Retirement Planning, Insurance, Business Planning
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master’s Degree, Human Resources and Industrial Relations
University of Washington 2008 — 2012
Bachelor of Arts (BA), Finance and International Business
Ameriprise Financial Services, Inc. June 2012 - August 2015
UBS Wealth Management October 2011 - May 2012
Skills
Finance, Investments, Leadership, Financial Advisory, Retirement Planning, Insurance, Business Planning
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master’s Degree, Human Resources and Industrial Relations
University of Washington 2008 — 2012
Bachelor of Arts (BA), Finance and International Business
Dan Shott's UBS Wealth Management Experience June 2007 - August 2007
Job MBA Candidate at the Ross School of Business
Industry Legislative Office
Experience
U.S. House of Representatives November 2013 - June 2015
U.S. House of Representatives April 2012 - November 2013
U.S. House of Representatives January 2011 - April 2012
U.S. House of Representatives January 2010 - January 2011
U.S. House of Representatives August 2009 - December 2009
UBS Wealth Management June 2007 - August 2007
Skills
Policy, Leadership, Legislative Relations, Microsoft Office, Volunteer Management, Grassroots Organizing, Grassroots, Event Planning, Management, Social Media, Research, Public Policy, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
B.A., Economics
Walnut Hills High School 2001 — 2005
High School Diploma, 2005
Seven Hills School 1992 — 1999
U.S. House of Representatives November 2013 - June 2015
U.S. House of Representatives April 2012 - November 2013
U.S. House of Representatives January 2011 - April 2012
U.S. House of Representatives January 2010 - January 2011
U.S. House of Representatives August 2009 - December 2009
UBS Wealth Management June 2007 - August 2007
Skills
Policy, Leadership, Legislative Relations, Microsoft Office, Volunteer Management, Grassroots Organizing, Grassroots, Event Planning, Management, Social Media, Research, Public Policy, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
B.A., Economics
Walnut Hills High School 2001 — 2005
High School Diploma, 2005
Seven Hills School 1992 — 1999
Adam Mushnick Adam Mushnick's UBS Wealth Management Experience June 2008 - August 2008
Job Investment Management Associate at BBR Partners
Industry Marketing and Advertising
Experience
BBR Partners September 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2013 - September 2014
Merrill Lynch June 2011 - February 2013
University of Michigan Hospital January 2010 - November 2010
Air2o Business Venture September 2009 - May 2010
Chi Phi Fraternity, Alpha Tau Chapter September 2009 - December 2009
Dr. Mushnick DDS June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Business Development, Investments, Portfolio Management, Entrepreneurship, Series 7, Equities, Marketing, Wealth Management, Financial Modeling, Fixed Income, Financial Advisory, Asset Managment, Financial Analysis, Strategic Financial..., Alternative Investments, Investment Banking, Hedge Funds, Investment Advisory, Asset Allocation, Bloomberg, Capital Markets, Retirement Planning, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Marketing
BBR Partners September 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2013 - September 2014
Merrill Lynch June 2011 - February 2013
University of Michigan Hospital January 2010 - November 2010
Air2o Business Venture September 2009 - May 2010
Chi Phi Fraternity, Alpha Tau Chapter September 2009 - December 2009
Dr. Mushnick DDS June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Business Development, Investments, Portfolio Management, Entrepreneurship, Series 7, Equities, Marketing, Wealth Management, Financial Modeling, Fixed Income, Financial Advisory, Asset Managment, Financial Analysis, Strategic Financial..., Alternative Investments, Investment Banking, Hedge Funds, Investment Advisory, Asset Allocation, Bloomberg, Capital Markets, Retirement Planning, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Marketing
Jason Bush Jason Bush's UBS Wealth Management Experience May 2008 - July 2008
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2014 - Present
Deloitte 2012 - August 2014
EY 2009 - 2012
UBS Wealth Management May 2008 - July 2008
University of Michigan March 2007 - June 2008
Skills
Financial Risk, Financial Analysis, Financial Reporting, Financial Modeling, Software Implementation, Microsoft Office, Healthcare, ICD-10, Corporate Finance, Risk Management, Financial Close Process, Guidewire, Analytics, Process Improvement, Visio, PeopleSoft, SharePoint, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Deloitte August 2014 - Present
Deloitte 2012 - August 2014
EY 2009 - 2012
UBS Wealth Management May 2008 - July 2008
University of Michigan March 2007 - June 2008
Skills
Financial Risk, Financial Analysis, Financial Reporting, Financial Modeling, Software Implementation, Microsoft Office, Healthcare, ICD-10, Corporate Finance, Risk Management, Financial Close Process, Guidewire, Analytics, Process Improvement, Visio, PeopleSoft, SharePoint, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Richard LaVoice Richard LaVoice's UBS Wealth Management Experience 2003 - 2005
Job EVP of Sales & Distribution at Symetra Financial
Industry Financial Services
Experience
Symetra Financial September 2010 - Present
LaVoice Consulting 2010 - August 2010
MassMutual 2005 - 2009
UBS Wealth Management 2003 - 2005
SunAmerica Retirement Markets, Inc. 2001 - 2002
Bear Stearns 1995 - 2001
Shearson/Smith Barney 1982 - 1995
Skills
Sales Management, Recruiting, Sales, Budgets, Public Speaking, Staff Development, Securities, Financial Services, Financial Advisory, Business Planning, Life Insurance, Strategic Financial..., Fixed Annuities, Strategy, Leadership, Insurance, Start-ups, Salesforce.com, Investments, Sales Operations, Account Management, Marketing, Retirement, Training, Variable Annuities, Program Management, Team Leadership, Estate Planning, Management, Series 7, Negotiation, Series 63, Series 6, Mutual Funds, IRAs
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Legal Studies
West Springfield High School 1974 — 1977
Symetra Financial September 2010 - Present
LaVoice Consulting 2010 - August 2010
MassMutual 2005 - 2009
UBS Wealth Management 2003 - 2005
SunAmerica Retirement Markets, Inc. 2001 - 2002
Bear Stearns 1995 - 2001
Shearson/Smith Barney 1982 - 1995
Skills
Sales Management, Recruiting, Sales, Budgets, Public Speaking, Staff Development, Securities, Financial Services, Financial Advisory, Business Planning, Life Insurance, Strategic Financial..., Fixed Annuities, Strategy, Leadership, Insurance, Start-ups, Salesforce.com, Investments, Sales Operations, Account Management, Marketing, Retirement, Training, Variable Annuities, Program Management, Team Leadership, Estate Planning, Management, Series 7, Negotiation, Series 63, Series 6, Mutual Funds, IRAs
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Legal Studies
West Springfield High School 1974 — 1977
Evan Metz's UBS Wealth Management Experience June 2011 - September 2011
Job CMAAS Associate at PwC
Industry Financial Services
Experience
PwC September 2015 - Present
LienBase May 2014 - August 2014
Herman Law May 2013 - August 2013
Zeta Beta Tau January 2012 - January 2013
Green Mountain Analytics June 2012 - September 2012
UBS Wealth Management June 2011 - September 2011
The Hedge Fund Association January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance
Education
University of Miami - School of Business 2014 — 2015
Master's degree, Taxation
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Business Law
PwC September 2015 - Present
LienBase May 2014 - August 2014
Herman Law May 2013 - August 2013
Zeta Beta Tau January 2012 - January 2013
Green Mountain Analytics June 2012 - September 2012
UBS Wealth Management June 2011 - September 2011
The Hedge Fund Association January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance
Education
University of Miami - School of Business 2014 — 2015
Master's degree, Taxation
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Business Law
Mayank Prasad Mayank Prasad's UBS Wealth Management Experience January 2009 - May 2009
Job Client Service & Internal Sales Associate at Bradford & Marzec
Industry Investment Management
Experience
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
Neil Knutson Neil Knutson's UBS Wealth Management Experience January 2009 - May 2012
Job Project Leader Delta Technology at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines January 2015 - Present
Delta Air Lines July 2012 - January 2015
UBS Wealth Management January 2009 - May 2012
Morgan Stanley Smith Barney June 2005 - January 2009
Education
University of Minnesota-Twin Cities 2009 — 2012
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Bachelor's Degree
Delta Air Lines January 2015 - Present
Delta Air Lines July 2012 - January 2015
UBS Wealth Management January 2009 - May 2012
Morgan Stanley Smith Barney June 2005 - January 2009
Education
University of Minnesota-Twin Cities 2009 — 2012
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Bachelor's Degree
Cristina Mendez Cristina Mendez's UBS Wealth Management Experience September 2011 - Present
Job Financial Advisor Sr. Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2011 - Present
Citi March 2006 - September 2011
Wells Fargo Advisors January 1997 - March 2006
Education
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
UBS Wealth Management September 2011 - Present
Citi March 2006 - September 2011
Wells Fargo Advisors January 1997 - March 2006
Education
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Megan Vitale's UBS Wealth Management Experience June 2012 - August 2012
Job Wealth Strategy Associate, UBS Financial Services
Industry Financial Services
Experience
Deutsche Bank June 2014 - August 2014
University of Michigan Ross School of Business September 2012 - June 2014
Quicken Loans June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Skills
Leadership, Teamwork, Time Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Deutsche Bank June 2014 - August 2014
University of Michigan Ross School of Business September 2012 - June 2014
Quicken Loans June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Skills
Leadership, Teamwork, Time Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Connor Hildahl's UBS Wealth Management Experience June 2013 - February 2014
Job Account Executive at SPS Commerce
Industry Financial Services
Experience
SPS Commerce May 2015 - Present
SPS Commerce July 2014 - Present
SPS Commerce July 2014 - April 2015
UBS Wealth Management June 2013 - February 2014
Pro Capital UK January 2013 - April 2013
North Mill Capital LLC May 2012 - December 2012
Clearwater Mortgage July 2008 - January 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Financial Modeling, Leadership, Customer Service, Social Media, Valuation, Sales, Management, Teamwork, Market Research, Investments
Education
University of Minnesota - Twin Cities, Minneapolis, Carlson School of Management 2010 — 2014
BSB - Bachelor of Science in Business CSOM, Finance
Eden Prairie High School 2006 — 2010
University of Minnesota - Carlson School of Management
SPS Commerce May 2015 - Present
SPS Commerce July 2014 - Present
SPS Commerce July 2014 - April 2015
UBS Wealth Management June 2013 - February 2014
Pro Capital UK January 2013 - April 2013
North Mill Capital LLC May 2012 - December 2012
Clearwater Mortgage July 2008 - January 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Financial Modeling, Leadership, Customer Service, Social Media, Valuation, Sales, Management, Teamwork, Market Research, Investments
Education
University of Minnesota - Twin Cities, Minneapolis, Carlson School of Management 2010 — 2014
BSB - Bachelor of Science in Business CSOM, Finance
Eden Prairie High School 2006 — 2010
University of Minnesota - Carlson School of Management
Michael Casey Michael Casey's UBS Wealth Management Experience October 2013 - Present
Job Director, Compliance & Operational Risk Control at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management October 2013 - Present
UBS Wealth Management June 2011 - October 2013
Wipro Consulting August 2009 - May 2011
Dansbury Consulting, LLC December 2008 - 2009
BearingPoint July 1999 - June 2008
KPMG Peat Marwick July 1995 - July 1999
Skills
Business Process..., Management Consulting, Program Management, Outsourcing, Business Intelligence, Project Management, Integration, Business Development, CRM, PMP, Strategic Sourcing, BPO, Management, Six Sigma, Leadership, Strategic Planning, Consulting, Internal Controls, Sarbanes-Oxley, IT Strategy, Project Portfolio..., Business Analysis, Outsourcing/Offshoring, Vendor Management, PMO, Systems Integration, Financial Audits, Certified Anti-Money..., Compliance Remediation, Finance, Governance, Mergers & Acquisitions, Enterprise Architecture, Business Transformation, Business Process, Risk Management, Supplier Relationship..., Compliance, CPA, Strategy, Process Improvement, Business Process...
Education
Melrose High School
University of Massachusetts Boston 1994 — 1995
Salem State University 1988 — 1992
Yale University - Yale School of Management 2008 — 2008
UBS Wealth Management October 2013 - Present
UBS Wealth Management June 2011 - October 2013
Wipro Consulting August 2009 - May 2011
Dansbury Consulting, LLC December 2008 - 2009
BearingPoint July 1999 - June 2008
KPMG Peat Marwick July 1995 - July 1999
Skills
Business Process..., Management Consulting, Program Management, Outsourcing, Business Intelligence, Project Management, Integration, Business Development, CRM, PMP, Strategic Sourcing, BPO, Management, Six Sigma, Leadership, Strategic Planning, Consulting, Internal Controls, Sarbanes-Oxley, IT Strategy, Project Portfolio..., Business Analysis, Outsourcing/Offshoring, Vendor Management, PMO, Systems Integration, Financial Audits, Certified Anti-Money..., Compliance Remediation, Finance, Governance, Mergers & Acquisitions, Enterprise Architecture, Business Transformation, Business Process, Risk Management, Supplier Relationship..., Compliance, CPA, Strategy, Process Improvement, Business Process...
Education
Melrose High School
University of Massachusetts Boston 1994 — 1995
Salem State University 1988 — 1992
Yale University - Yale School of Management 2008 — 2008
Nicole Gopoian JD, CFP® Nicole Gopoian JD, CFP®'s UBS Wealth Management Experience July 2009 - June 2011
Job Advisor at Planning Alternatives
Industry Financial Services
Experience
Planning Alternatives January 2015 - Present
Hilliard Lyons March 2013 - January 2015
CIG Corp. May 2012 - February 2013
Comerica Bank June 2011 - May 2012
UBS Wealth Management July 2009 - June 2011
UBS Wealth Management July 2007 - June 2009
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Analysis, Investments, Wealth Management..., Retirement Planning, Financial Modeling
Education
Wayne State University Law School 2003 — 2006
Juris Doctor, Cum Laude
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Planning Alternatives January 2015 - Present
Hilliard Lyons March 2013 - January 2015
CIG Corp. May 2012 - February 2013
Comerica Bank June 2011 - May 2012
UBS Wealth Management July 2009 - June 2011
UBS Wealth Management July 2007 - June 2009
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Analysis, Investments, Wealth Management..., Retirement Planning, Financial Modeling
Education
Wayne State University Law School 2003 — 2006
Juris Doctor, Cum Laude
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Cassie Brewer's UBS Wealth Management Experience October 2011 - Present
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management October 2011 - Present
Education
University of Mississippi 2005 — 2009
UBS Wealth Management October 2011 - Present
Education
University of Mississippi 2005 — 2009
Anthony Cao's UBS Wealth Management Experience May 2011 - August 2011
Job Strategy & Analytics Consultant at IBM Global Business Services
Industry Financial Services
Experience
IBM Global Business Services August 2014 - Present
JPMorgan Chase June 2013 - August 2013
McKinsey & Company May 2012 - June 2012
UBS Wealth Management May 2011 - August 2011
Skills
Leadership, Microsoft Office, Microsoft Excel, Economics, Research, Data Analysis, Financial Analysis, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.712
IBM Global Business Services August 2014 - Present
JPMorgan Chase June 2013 - August 2013
McKinsey & Company May 2012 - June 2012
UBS Wealth Management May 2011 - August 2011
Skills
Leadership, Microsoft Office, Microsoft Excel, Economics, Research, Data Analysis, Financial Analysis, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.712
Lori Stanko Larreategui, CFP Lori Stanko Larreategui, CFP's UBS Wealth Management Experience February 1998 - Present
Job First Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS Wealth Management February 1998 - Present
UBS Wealth Management February 1998 - Present
Education
University of Michigan-Dearborn
BBA, Business and Finance
UBS Wealth Management February 1998 - Present
UBS Wealth Management February 1998 - Present
Education
University of Michigan-Dearborn
BBA, Business and Finance
Lauren Perrotta's UBS Wealth Management Experience June 2007 - August 2007
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2012 - Present
BadKid Productions December 2010 - Present
Comedy Central January 2012 - October 2012
Credit Suisse June 2009 - January 2012
Credit Suisse June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance, Accounting and Management & Organizations
J.P. Morgan Asset Management October 2012 - Present
BadKid Productions December 2010 - Present
Comedy Central January 2012 - October 2012
Credit Suisse June 2009 - January 2012
Credit Suisse June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance, Accounting and Management & Organizations
Michael Perry Michael Perry's UBS Wealth Management Experience November 2009 - July 2015
Job Managing Director at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
UBS Wealth Management November 2009 - July 2015
Merrill Lynch May 1995 - September 2009
AT&T June 1989 - August 1994
Skills
Leadership, Wealth Management, Asset Management, Capital Markets, Investment Advisory, Equity Derivatives, Alternative Investments, Data Management, Financial Planning, Trust Management, Insurance
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Michigan College of Engineering 1985 — 1989
B.S., Industrial and Operations Engineering
Miami Killian High School
Nuveen Investments July 2015 - Present
UBS Wealth Management November 2009 - July 2015
Merrill Lynch May 1995 - September 2009
AT&T June 1989 - August 1994
Skills
Leadership, Wealth Management, Asset Management, Capital Markets, Investment Advisory, Equity Derivatives, Alternative Investments, Data Management, Financial Planning, Trust Management, Insurance
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Michigan College of Engineering 1985 — 1989
B.S., Industrial and Operations Engineering
Miami Killian High School
Lawrence Margolis Lawrence Margolis's UBS Wealth Management Experience May 2011 - August 2011
Job Senior Associate at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield October 2014 - Present
Cushman & Wakefield October 2013 - October 2014
DealerTrack May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Cinetic Media May 2010 - August 2010
Skills
Finance, Social Networking, Valuation, Portfolio Management, Management, Microsoft Word, Microsoft Excel, PowerPoint, Entrepreneurship, Financial Modeling, Social Media, Financial Analysis, Real Estate, Series 7, Microsoft Office, Commercial Real Estate, Real Estate Transactions
Education
University of Miami - School of Business 2009 — 2013
Bachelor's Degree, Entrepreneurship/Finance
CEA Florence 2011 — 2011
International Business, Entrepreneurship/Entrepreneurial Studies
Cushman & Wakefield October 2014 - Present
Cushman & Wakefield October 2013 - October 2014
DealerTrack May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Cinetic Media May 2010 - August 2010
Skills
Finance, Social Networking, Valuation, Portfolio Management, Management, Microsoft Word, Microsoft Excel, PowerPoint, Entrepreneurship, Financial Modeling, Social Media, Financial Analysis, Real Estate, Series 7, Microsoft Office, Commercial Real Estate, Real Estate Transactions
Education
University of Miami - School of Business 2009 — 2013
Bachelor's Degree, Entrepreneurship/Finance
CEA Florence 2011 — 2011
International Business, Entrepreneurship/Entrepreneurial Studies
Jay Sharma Jay Sharma's UBS Wealth Management Experience May 2011 - August 2011
Job Operations Coordinator at Uber
Industry Internet
Experience
Uber June 2015 - Present
Manulith May 2014 - September 2014
Urban Compass March 2013 - May 2014
Michigan Sales Club January 2013 - May 2014
Escalate June 2013 - August 2013
FutureNet Group, Inc. May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Skills
Finance, Data Analysis, Management, Time Management, Analysis, Social Media, Leadership, Financial Analysis
Education
University of Michigan 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Detroit Country Day School
High School Diploma
Uber June 2015 - Present
Manulith May 2014 - September 2014
Urban Compass March 2013 - May 2014
Michigan Sales Club January 2013 - May 2014
Escalate June 2013 - August 2013
FutureNet Group, Inc. May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Skills
Finance, Data Analysis, Management, Time Management, Analysis, Social Media, Leadership, Financial Analysis
Education
University of Michigan 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Detroit Country Day School
High School Diploma
Dennis Piccone's UBS Wealth Management Experience December 2013 - August 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
UBS Wealth Management December 2013 - August 2014
Northwestern Mutual June 2012 - September 2013
The V.I.N.E. Group June 2009 - August 2012
At Home Medical Supplies August 2011 - February 2012
Margate Diagnostic Center February 2009 - March 2010
Comcast-Spectacor June 2008 - September 2008
Skills
Customer Service, Social Media Marketing, Social Networking, Marketing, Series 7, Investments, Financial Analysis, Sales, Microsoft Excel, Insurance, Finance, Event Planning, Series 63, Microsoft Word, Strategic Planning, Marketing Strategy, Event Management, Social Media, Microsoft Office, Leadership
Education
University of Miami 2004 — 2008
Bachelor of Science, Sport/Business Administration, 3.2
St. Augustine Prep 2000 — 2004
Scottrade August 2014 - Present
UBS Wealth Management December 2013 - August 2014
Northwestern Mutual June 2012 - September 2013
The V.I.N.E. Group June 2009 - August 2012
At Home Medical Supplies August 2011 - February 2012
Margate Diagnostic Center February 2009 - March 2010
Comcast-Spectacor June 2008 - September 2008
Skills
Customer Service, Social Media Marketing, Social Networking, Marketing, Series 7, Investments, Financial Analysis, Sales, Microsoft Excel, Insurance, Finance, Event Planning, Series 63, Microsoft Word, Strategic Planning, Marketing Strategy, Event Management, Social Media, Microsoft Office, Leadership
Education
University of Miami 2004 — 2008
Bachelor of Science, Sport/Business Administration, 3.2
St. Augustine Prep 2000 — 2004
Brad Petermann Brad Petermann's UBS Wealth Management Experience January 2001 - 2003
Job Better Brands Distributing
Industry Consumer Goods
Experience
Better Brands Distributing Co. July 2013 - Present
SyscoMemphis July 2007 - May 2013
UBS Wealth Management January 2001 - 2003
Education
University of Mississippi 1995 — 1999
Bachelor of Business Administration (B.B.A.), Managerial Finance
Manchester Academy 1982 — 1995
Better Brands Distributing Co. July 2013 - Present
SyscoMemphis July 2007 - May 2013
UBS Wealth Management January 2001 - 2003
Education
University of Mississippi 1995 — 1999
Bachelor of Business Administration (B.B.A.), Managerial Finance
Manchester Academy 1982 — 1995
Amy Santarelli Amy Santarelli's UBS Wealth Management Experience July 2014 - Present
Job Vice President, Wealth ManagementWinerLevsky Group, UBS Financial Services
Industry Investment Management
Experience
UBS Wealth Management July 2014 - Present
St. Germain Investment Management April 2007 - July 2014
John Hancock Financial Services February 1992 - November 2000
Skills
Account Management, New Business Development, Relationship Management, Strategic Planning, CRM, Sales Management, Business Development, Series 7, Salesforce.com, Marketing Strategy, Financial Services, Sales, Business Strategy, Strategic Partnerships, Insurance, Mutual Funds, Analytics, Team Building, Portfolio Management, Marketing
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts (BA), Interpersonal Communication
Longmeadow High School
UBS Wealth Management July 2014 - Present
St. Germain Investment Management April 2007 - July 2014
John Hancock Financial Services February 1992 - November 2000
Skills
Account Management, New Business Development, Relationship Management, Strategic Planning, CRM, Sales Management, Business Development, Series 7, Salesforce.com, Marketing Strategy, Financial Services, Sales, Business Strategy, Strategic Partnerships, Insurance, Mutual Funds, Analytics, Team Building, Portfolio Management, Marketing
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts (BA), Interpersonal Communication
Longmeadow High School
Janet Fuertes-Castilla Janet Fuertes-Castilla's UBS Wealth Management Experience November 2003 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2003 - Present
Deutsche Bank January 1997 - November 2003
Education
University of Miami - School of Business
UBS Wealth Management November 2003 - Present
Deutsche Bank January 1997 - November 2003
Education
University of Miami - School of Business
Bradley (James) Heideman Bradley (James) Heideman's UBS Wealth Management Experience September 2005 - June 2006
Job Analyst at The Johnston Group
Industry Financial Services
Experience
The Johnston Group October 2006 - Present
DST Systems July 2006 - October 2006
UBS Wealth Management September 2005 - June 2006
Fairview Health Services August 2004 - May 2006
Skills
Series 7, Morningstar, Microsoft Office, Microsoft Excel, Microsoft Word, Statistics, Trading, Excel, Advent, Word, Junxure, Act for Advisors, Access, Analysis, Account Reconciliation, Customer Service
Education
University of Minnesota-Twin Cities 2001 — 2006
Bachelors of Science, Biology & Economics
The Johnston Group October 2006 - Present
DST Systems July 2006 - October 2006
UBS Wealth Management September 2005 - June 2006
Fairview Health Services August 2004 - May 2006
Skills
Series 7, Morningstar, Microsoft Office, Microsoft Excel, Microsoft Word, Statistics, Trading, Excel, Advent, Word, Junxure, Act for Advisors, Access, Analysis, Account Reconciliation, Customer Service
Education
University of Minnesota-Twin Cities 2001 — 2006
Bachelors of Science, Biology & Economics
Jean-Paul Irastorza's UBS Wealth Management Experience February 2012 - May 2012
Job Vice President at IRAS Group
Industry Financial Services
Experience
IRAS Group January 2015 - Present
Torchlight Investors June 2014 - December 2014
Torchlight Investors February 2013 - December 2014
Cohen Financial June 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Marcus & Millichap November 2011 - February 2012
Education
University of Miami 2011 — 2012
Bachelor of Science
IRAS Group January 2015 - Present
Torchlight Investors June 2014 - December 2014
Torchlight Investors February 2013 - December 2014
Cohen Financial June 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Marcus & Millichap November 2011 - February 2012
Education
University of Miami 2011 — 2012
Bachelor of Science
Olga Terezi Olga Terezi's UBS Wealth Management Experience June 2010 - October 2010
Job Citi Transaction Services Analyst
Industry Financial Services
Experience
Citi June 2012 - Present
Wells Fargo Financial May 2011 - August 2011
University of Miami August 2010 - December 2010
UBS Wealth Management June 2010 - October 2010
Skills
Web Researching, Internet Functionality, VBA, Microsoft Office, Financial Modeling, Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Market Research, Microsoft Word, Valuation, Data Analysis, Social Media, Marketing, Leadership, Accounting, Research, Analysis, Nonprofits
Education
University of Miami 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
University of Miami - School of Business 2008 — 2012
BSBA, Marketing, Finance
Citi June 2012 - Present
Wells Fargo Financial May 2011 - August 2011
University of Miami August 2010 - December 2010
UBS Wealth Management June 2010 - October 2010
Skills
Web Researching, Internet Functionality, VBA, Microsoft Office, Financial Modeling, Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Market Research, Microsoft Word, Valuation, Data Analysis, Social Media, Marketing, Leadership, Accounting, Research, Analysis, Nonprofits
Education
University of Miami 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
University of Miami - School of Business 2008 — 2012
BSBA, Marketing, Finance
Jacob Dorf Jacob Dorf's UBS Wealth Management Experience June 2013 - August 2013
Job Student
Industry Hospitality
Experience
The Mercer Hotel June 2015 - August 2015
CBRE June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
USA Industries June 2012 - August 2012
Total Form Fitness April 2012 - June 2012
Skills
Microsoft Office, Customer Satisfaction, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership
Education
University of Michigan 2012 — 2016
Statistics
The Mercer Hotel June 2015 - August 2015
CBRE June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
USA Industries June 2012 - August 2012
Total Form Fitness April 2012 - June 2012
Skills
Microsoft Office, Customer Satisfaction, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership
Education
University of Michigan 2012 — 2016
Statistics
Jacqueline Gulla Jacqueline Gulla's UBS Wealth Management Experience May 2015 - Present
Job Finance Major at the University of Miami
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
Wyndham Worldwide June 2014 - August 2014
Granite Associates, L.P. July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Research, Lexis, SharePoint, Hyperion HFM, Open Pages, Oracle, New Business Development, Teamwork, Access, Event Planning, Fundraising
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Ramsey High School 2008 — 2012
UBS Wealth Management May 2015 - Present
Wyndham Worldwide June 2014 - August 2014
Granite Associates, L.P. July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Research, Lexis, SharePoint, Hyperion HFM, Open Pages, Oracle, New Business Development, Teamwork, Access, Event Planning, Fundraising
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Ramsey High School 2008 — 2012
Jesse Scarola Jesse Scarola's UBS Wealth Management Experience September 2011 - January 2012
Job MBA Graduate
Industry Banking
Experience
Atrium September 2012 - Present
UBS Wealth Management September 2011 - January 2012
Morgan Stanley June 2011 - August 2011
Ponguogue Manor Construction, LLC May 2008 - August 2010
Skills
Financial Analysis, Analysis, Investments, Valuation, Portfolio Management, Financial Markets, Marketing, Project Management, Business Strategy, Strategic Planning, Business Development, Market Research, Economics, Competitive Analysis
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance, Mergers & Acquisitions
University of Miami 2005 — 2009
BA, Economics & International Finance and Marketing
Atrium September 2012 - Present
UBS Wealth Management September 2011 - January 2012
Morgan Stanley June 2011 - August 2011
Ponguogue Manor Construction, LLC May 2008 - August 2010
Skills
Financial Analysis, Analysis, Investments, Valuation, Portfolio Management, Financial Markets, Marketing, Project Management, Business Strategy, Strategic Planning, Business Development, Market Research, Economics, Competitive Analysis
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance, Mergers & Acquisitions
University of Miami 2005 — 2009
BA, Economics & International Finance and Marketing
Carla Stamps Carla Stamps's UBS Wealth Management Experience July 2010 - July 2011
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2011 - Present
UBS Wealth Management July 2010 - July 2011
UBS Wealth Management March 1998 - June 2010
PaineWebber Financial Services October 1995 - March 1998
Skills
Customer Service, Teamwork, Investment Planning, Retirement Planning, Asset Allocation, Writing, Time Management, Public Speaking, Training, Youth Development, Youth Mentoring, Microsoft Office
Education
University of Michigan 1986 — 1990
BA, Communications
Wells Fargo Advisors, LLC July 2011 - Present
UBS Wealth Management July 2010 - July 2011
UBS Wealth Management March 1998 - June 2010
PaineWebber Financial Services October 1995 - March 1998
Skills
Customer Service, Teamwork, Investment Planning, Retirement Planning, Asset Allocation, Writing, Time Management, Public Speaking, Training, Youth Development, Youth Mentoring, Microsoft Office
Education
University of Michigan 1986 — 1990
BA, Communications
Brandon Schram Brandon Schram's UBS Wealth Management Experience April 2007 - August 2007
Job Head of Acquisitions at Alrig USA
Industry Commercial Real Estate
Experience
Alrig USA February 2014 - Present
Maple May 2012 - August 2013
House of Marley February 2010 - May 2012
Mentor Partners/Daniel R. Tisch, LLC. May 2008 - August 2008
UBS Wealth Management April 2007 - August 2007
Decorent August 2005 - April 2007
CB Richard Ellis April 2006 - August 2006
Skills
Small Business, Start-ups, Marketing Strategy, Retail, Consumer Goods, Social Media, Strategy Execution, Networking, Sales, Distribution Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Entrepreneurship, Finance, Marketing
Alrig USA February 2014 - Present
Maple May 2012 - August 2013
House of Marley February 2010 - May 2012
Mentor Partners/Daniel R. Tisch, LLC. May 2008 - August 2008
UBS Wealth Management April 2007 - August 2007
Decorent August 2005 - April 2007
CB Richard Ellis April 2006 - August 2006
Skills
Small Business, Start-ups, Marketing Strategy, Retail, Consumer Goods, Social Media, Strategy Execution, Networking, Sales, Distribution Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Entrepreneurship, Finance, Marketing
LeeAnn Powell LeeAnn Powell's UBS Wealth Management Experience March 2007 - May 2010
Job VP, Sr. Marketing Manager, Client Marketing & Communications, JPMorgan Chase
Industry Marketing and Advertising
Experience
JPMorgan Chase November 2012 - Present
Marketing Communications January 2012 - Present
WIT Strategy February 2011 - September 2011
TD Ameritrade June 2010 - March 2011
UBS Wealth Management March 2007 - May 2010
Wechsler Ross & Partners 2005 - 2007
Frank Russell Company 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Editing, Marketing Communications, Writing, Marketing Strategy, Content Development, Digital Marketing, Email Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Project Management, Web Content, Financial Services, Video, Content Strategy, Marketing, Corporate Communications, Adobe Creative Suite
Education
University of Massachusetts, Amherst 1983 — 1985
BA
marketing communications
JPMorgan Chase November 2012 - Present
Marketing Communications January 2012 - Present
WIT Strategy February 2011 - September 2011
TD Ameritrade June 2010 - March 2011
UBS Wealth Management March 2007 - May 2010
Wechsler Ross & Partners 2005 - 2007
Frank Russell Company 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Editing, Marketing Communications, Writing, Marketing Strategy, Content Development, Digital Marketing, Email Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Project Management, Web Content, Financial Services, Video, Content Strategy, Marketing, Corporate Communications, Adobe Creative Suite
Education
University of Massachusetts, Amherst 1983 — 1985
BA
marketing communications
Tim Morbach Tim Morbach's UBS Wealth Management Experience May 1977 - April 2009
Job Structured Settlement Consultant
Industry Financial Services
Experience
The Settlement Services Group, LLC April 2009 - Present
The Settlement Services Group, LLC 2009 - 2013
UBS Wealth Management May 1977 - April 2009
Education
University of Michigan-Dearborn 1972 — 1976
BA, Economics and Finance
University of Michigan - AA 1972 — 1974
The Settlement Services Group, LLC April 2009 - Present
The Settlement Services Group, LLC 2009 - 2013
UBS Wealth Management May 1977 - April 2009
Education
University of Michigan-Dearborn 1972 — 1976
BA, Economics and Finance
University of Michigan - AA 1972 — 1974
Heather Desino Heather Desino's UBS Wealth Management Experience May 2014 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
Greenwich Cares April 2011 - August 2014
Skills
Social Media, Public Speaking, HTML, Microsoft Excel, PowerPoint, Research, Teamwork, Bloomberg, Microsoft Office, Microsoft Word, Customer Service, Photoshop, English, Cpr Certified, Athletics, CSS, Leadership, Strategic Planning, Social Networking, Time Management, Coaching, Marketing Strategy, Analysis, Event Management, Investments, Nonprofits, Economics, Event Planning, Marketing, Social Media Marketing, Communication, Writing, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2018
Bachelor of Business Administration (BBA)
Greenwich High School 2010 — 2014
Killington Moutain School 2010 — 2014
UBS Wealth Management May 2014 - Present
Greenwich Cares April 2011 - August 2014
Skills
Social Media, Public Speaking, HTML, Microsoft Excel, PowerPoint, Research, Teamwork, Bloomberg, Microsoft Office, Microsoft Word, Customer Service, Photoshop, English, Cpr Certified, Athletics, CSS, Leadership, Strategic Planning, Social Networking, Time Management, Coaching, Marketing Strategy, Analysis, Event Management, Investments, Nonprofits, Economics, Event Planning, Marketing, Social Media Marketing, Communication, Writing, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2018
Bachelor of Business Administration (BBA)
Greenwich High School 2010 — 2014
Killington Moutain School 2010 — 2014
Paul Leal Paul Leal's UBS Wealth Management Experience January 2012 - Present
Job Analyst at UBS Financial Services Inc of PR
Industry Financial Services
Experience
UBS Wealth Management January 2012 - Present
UBS Wealth Management January 2007 - December 2011
Wachovia Securities Financial Network August 2002 - December 2006
Skills
Economics, Data Analysis, Financial Analysis, Business Analysis, Asset Management, Strategic Planning, Securities, Risk Management, Portfolio Management, Equities, Microsoft Word, Series 7
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts (B.A.), Economics
UBS Wealth Management January 2012 - Present
UBS Wealth Management January 2007 - December 2011
Wachovia Securities Financial Network August 2002 - December 2006
Skills
Economics, Data Analysis, Financial Analysis, Business Analysis, Asset Management, Strategic Planning, Securities, Risk Management, Portfolio Management, Equities, Microsoft Word, Series 7
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts (B.A.), Economics
Andrew Zeilbeck's UBS Wealth Management Experience 2011 - 2011
Job Financial Analyst at Allstate Insurance North Central Regional Office
Industry Financial Services
Experience
Allstate February 2014 - Present
UBS Investment Bank August 2012 - August 2013
University of Michigan Ross School of Business October 2009 - July 2011
UBS Wealth Management 2011 - 2011
J. Mark Systems May 2010 - August 2010
Lambda Chi Alpha Fraternity January 2010 - April 2010
Skills
Analytics, Investment Banking, VBA, Equities, Microsoft Excel, Analysis, Data Analysis, Investments, Commercial Awareness, Client Facing Skills, Middle Office, Communication, Team Leadership, Financial Markets, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Allstate February 2014 - Present
UBS Investment Bank August 2012 - August 2013
University of Michigan Ross School of Business October 2009 - July 2011
UBS Wealth Management 2011 - 2011
J. Mark Systems May 2010 - August 2010
Lambda Chi Alpha Fraternity January 2010 - April 2010
Skills
Analytics, Investment Banking, VBA, Equities, Microsoft Excel, Analysis, Data Analysis, Investments, Commercial Awareness, Client Facing Skills, Middle Office, Communication, Team Leadership, Financial Markets, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Josh Deitch Josh Deitch's UBS Wealth Management Experience May 2013 - June 2013
Job Production Assistant
Industry Entertainment
Experience
Mad Old Nut Productions, Inc. September 2015 - Present
Hacore Education May 2014 - May 2015
University of Michigan November 2013 - February 2015
UBS Wealth Management May 2013 - June 2013
Skills
Final Cut Pro, Microsoft Office, Tricaster, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Public Speaking, Leadership
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
Mad Old Nut Productions, Inc. September 2015 - Present
Hacore Education May 2014 - May 2015
University of Michigan November 2013 - February 2015
UBS Wealth Management May 2013 - June 2013
Skills
Final Cut Pro, Microsoft Office, Tricaster, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Public Speaking, Leadership
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
Gino Roncelli's UBS Wealth Management Experience June 2010 - August 2010
Job Business Analyst
Industry Construction
Experience
Roncelli, Inc. May 2011 - Present
UBS Wealth Management June 2010 - August 2010
Roncelli, Inc. August 2009 - January 2010
Freedom Hill Amphitheatre May 2006 - August 2008
Freedom Hill Amphitheatre May 2003 - May 2006
Skills
Leadership, Project Management, Microsoft Excel, Microsoft Office, Contract Negotiation, Marketing, Construction, MS Project, Outlook, Microsoft Word, PowerPoint, Process Scheduler, Finance, Proposal Writing, Contract Management, Sales, Project Planning
Education
Wayne State University 2011 — 2015
Doctor of Law (J.D.) Candidate (May 2015)
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
BBA, Finance and Strategy
Roncelli, Inc. May 2011 - Present
UBS Wealth Management June 2010 - August 2010
Roncelli, Inc. August 2009 - January 2010
Freedom Hill Amphitheatre May 2006 - August 2008
Freedom Hill Amphitheatre May 2003 - May 2006
Skills
Leadership, Project Management, Microsoft Excel, Microsoft Office, Contract Negotiation, Marketing, Construction, MS Project, Outlook, Microsoft Word, PowerPoint, Process Scheduler, Finance, Proposal Writing, Contract Management, Sales, Project Planning
Education
Wayne State University 2011 — 2015
Doctor of Law (J.D.) Candidate (May 2015)
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
BBA, Finance and Strategy
Darlene Scheurich's UBS Wealth Management Experience 2003 - 2004
Job Executive Assistant
Industry Public Relations and Communications
Experience
Waggener Edstrom September 2011 - Present
Waggener Edstrom Communications September 2011 - Present
WCG 2007 - May 2011
nspm ltd 2005 - 2006
iSe Hospitality, Zug Switzerland 2003 - 2005
UBS Wealth Management 2003 - 2004
Internationl Ice Hockey Federation January 2001 - January 2002
Taste Catering 1996 - 2001
Skills
Event Planning, Management, Project Management, Strategic Communications, Public Relations, Social Networking, Human Resources, Office Management, Start-ups, Customer Service, Corporate Communications, Social Media Marketing, Crisis Communications, Internal Communications
Education
University of Massachusetts Boston 1991 — 1995
BA, English
University of Massachusetts Boston
Waggener Edstrom September 2011 - Present
Waggener Edstrom Communications September 2011 - Present
WCG 2007 - May 2011
nspm ltd 2005 - 2006
iSe Hospitality, Zug Switzerland 2003 - 2005
UBS Wealth Management 2003 - 2004
Internationl Ice Hockey Federation January 2001 - January 2002
Taste Catering 1996 - 2001
Skills
Event Planning, Management, Project Management, Strategic Communications, Public Relations, Social Networking, Human Resources, Office Management, Start-ups, Customer Service, Corporate Communications, Social Media Marketing, Crisis Communications, Internal Communications
Education
University of Massachusetts Boston 1991 — 1995
BA, English
University of Massachusetts Boston
Clarence Ramsey's UBS Wealth Management Experience April 1995 - January 2000
Job Chief Executive Officer at Minnesota Radiology
Industry Hospital & Health Care
Experience
Minnesota Radiology May 2013 - Present
Alpha Transcription 2003 - August 2012
MedlinkMT January 2006 - July 2012
Vista Business Center 2001 - 2003
UBS Wealth Management April 1995 - January 2000
US Army May 1987 - May 1989
Skills
New Business Development, Strategic Planning, Healthcare, Leadership, Cross-functional Team..., Customer Service, Business Planning, Business Development, Management, Team Leadership, Sales, Strategy, Process Improvement
Education
University of Phoenix 2011 — 2016
Doctor of Management (DM), Organizational Leadership
University of Saint Thomas - School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Venture Management
University of Minnesota-Twin Cities 1990 — 1994
Bachelor of Science (BS), Finance, General
Minneapolis Southwest Highschool 1982 — 1986
Minnesota Radiology May 2013 - Present
Alpha Transcription 2003 - August 2012
MedlinkMT January 2006 - July 2012
Vista Business Center 2001 - 2003
UBS Wealth Management April 1995 - January 2000
US Army May 1987 - May 1989
Skills
New Business Development, Strategic Planning, Healthcare, Leadership, Cross-functional Team..., Customer Service, Business Planning, Business Development, Management, Team Leadership, Sales, Strategy, Process Improvement
Education
University of Phoenix 2011 — 2016
Doctor of Management (DM), Organizational Leadership
University of Saint Thomas - School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Venture Management
University of Minnesota-Twin Cities 1990 — 1994
Bachelor of Science (BS), Finance, General
Minneapolis Southwest Highschool 1982 — 1986
David Henslovitz David Henslovitz's UBS Wealth Management Experience June 2012 - August 2012
Job Product Consultant at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ July 2014 - Present
Johnson Capital December 2013 - January 2014
Morphogeny September 2013 - December 2013
New York Life Insurance Company May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
JCC on the Palisades June 2011 - August 2011
Visible World March 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Leadership, Financial Modeling, Entrepreneurship, Economics, Financial Analysis
Education
Univerity of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Michigan 2010 — 2014
Bachelor's degree, Economics
S&P Capital IQ July 2014 - Present
Johnson Capital December 2013 - January 2014
Morphogeny September 2013 - December 2013
New York Life Insurance Company May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
JCC on the Palisades June 2011 - August 2011
Visible World March 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Leadership, Financial Modeling, Entrepreneurship, Economics, Financial Analysis
Education
Univerity of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Michigan 2010 — 2014
Bachelor's degree, Economics
Barry Snyder Barry Snyder's UBS Wealth Management Experience May 2015 - June 2015
Job Summer Analyst at Ravinia Capital, LLC
Industry Commercial Real Estate
Experience
Ravinia Capital LLC June 2015 - August 2015
UBS Wealth Management May 2015 - June 2015
JADA View LLC 2009 - 2015
Duke University Talent Identification Program June 2014 - August 2014
Jewish Family & Children's Service of Pittsburgh June 2013 - August 2013
BBYO May 2012 - May 2013
Squirrel Hill Community Food Pantry 2008 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Rent Collection, Account Management, Finance, Social Networking, Customer Service, Community Outreach
Education
University of Michigan 2013 — 2017
Bachelor's degrees in Economics and Political Science, Minor in Business
Upper Saint Clair High School 2009 — 2013
Ravinia Capital LLC June 2015 - August 2015
UBS Wealth Management May 2015 - June 2015
JADA View LLC 2009 - 2015
Duke University Talent Identification Program June 2014 - August 2014
Jewish Family & Children's Service of Pittsburgh June 2013 - August 2013
BBYO May 2012 - May 2013
Squirrel Hill Community Food Pantry 2008 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Rent Collection, Account Management, Finance, Social Networking, Customer Service, Community Outreach
Education
University of Michigan 2013 — 2017
Bachelor's degrees in Economics and Political Science, Minor in Business
Upper Saint Clair High School 2009 — 2013
Jeremy Lefkovich Jeremy Lefkovich's UBS Wealth Management Experience January 2014 - January 2014
Job Trade Support Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2014 - Present
Basil Street Management January 2014 - May 2014
UBS Wealth Management January 2014 - January 2014
Thor Equties May 2013 - August 2013
Skills
Microsoft Excel, Matlab, Microsoft Office, Microsoft Word, PowerPoint, Hoovers, Hebrew, Morningstar, Financial Analysis, Research, IBIS, Bloomberg Terminal, Markitwire, Financial Regulation, Financial Modeling, Public Speaking, Editing, Teaching
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, Finance, General, 3.64
UBS Investment Bank December 2014 - Present
Basil Street Management January 2014 - May 2014
UBS Wealth Management January 2014 - January 2014
Thor Equties May 2013 - August 2013
Skills
Microsoft Excel, Matlab, Microsoft Office, Microsoft Word, PowerPoint, Hoovers, Hebrew, Morningstar, Financial Analysis, Research, IBIS, Bloomberg Terminal, Markitwire, Financial Regulation, Financial Modeling, Public Speaking, Editing, Teaching
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, Finance, General, 3.64
William Lezama William Lezama's UBS Wealth Management Experience March 2010 - Present
Job Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management March 2010 - Present
UBS Wealth Management October 2008 - February 2010
Lehman Brothers Holdings Inc. August 2005 - September 2008
Skills
Fixed Income, Bloomberg, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Series 7, Customer Service, Investments, Portfolio Management, Financial Services
Education
University of Miami 2001 — 2005
Bachelor, Business Administration; Finance
UBS Wealth Management March 2010 - Present
UBS Wealth Management October 2008 - February 2010
Lehman Brothers Holdings Inc. August 2005 - September 2008
Skills
Fixed Income, Bloomberg, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Series 7, Customer Service, Investments, Portfolio Management, Financial Services
Education
University of Miami 2001 — 2005
Bachelor, Business Administration; Finance
Chris Avey Chris Avey's UBS Wealth Management Experience 2000 - 2004
Job VP, Investments, WTB Investments at Washington Trust Bank
Industry Investment Management
Experience
Washinton Trust Bank June 2014 - Present
The Avey Group Wealth Management October 2010 - January 2012
Baker Boyer Bank July 2004 - October 2010
UBS Wealth Management 2000 - 2004
Edward Jones 1997 - 2000
Skills
Finance, Financial Planning, Financial Services, Investments, Portfolio Management, Securities, Strategic Financial..., Strategy, Asset Management, Financial Analysis
Education
Washington State University 1993 — 1996
Bachelor of Science, Psychology
University of Montana 1991 — 1993
BS, Psychology/ Real Estate
Washinton Trust Bank June 2014 - Present
The Avey Group Wealth Management October 2010 - January 2012
Baker Boyer Bank July 2004 - October 2010
UBS Wealth Management 2000 - 2004
Edward Jones 1997 - 2000
Skills
Finance, Financial Planning, Financial Services, Investments, Portfolio Management, Securities, Strategic Financial..., Strategy, Asset Management, Financial Analysis
Education
Washington State University 1993 — 1996
Bachelor of Science, Psychology
University of Montana 1991 — 1993
BS, Psychology/ Real Estate
Carolina Alberton Carolina Alberton's UBS Wealth Management Experience April 2010 - May 2015
Job Seeking career
Industry Financial Services
Experience
UBS Wealth Management April 2010 - May 2015
UBS Wealth Management February 2005 - April 2009
The Bank of New York February 2003 - February 2005
Ameriprise Financial Services, Inc. April 2000 - August 2002
Ameriprise Financial Services, Inc. April 1998 - April 2000
Skills
Banking, Software Documentation, Settlement, SDLC, Analysis, Cash Management, Derivatives, Project Management, Management, Quality Assurance, Testing, Business Analysis, Equities, Marketing, Human Resources, Financial Analysis, Risk Management, Requirements Gathering, Vendor Management
Education
University of St. Thomas - Opus College of Business 1996 — 2000
MIM, International Marketing
University of Minnesota Duluth 1992 — 1996
Bachelors, Marketing
UBS Wealth Management April 2010 - May 2015
UBS Wealth Management February 2005 - April 2009
The Bank of New York February 2003 - February 2005
Ameriprise Financial Services, Inc. April 2000 - August 2002
Ameriprise Financial Services, Inc. April 1998 - April 2000
Skills
Banking, Software Documentation, Settlement, SDLC, Analysis, Cash Management, Derivatives, Project Management, Management, Quality Assurance, Testing, Business Analysis, Equities, Marketing, Human Resources, Financial Analysis, Risk Management, Requirements Gathering, Vendor Management
Education
University of St. Thomas - Opus College of Business 1996 — 2000
MIM, International Marketing
University of Minnesota Duluth 1992 — 1996
Bachelors, Marketing
Melyana Klue Melyana Klue's UBS Wealth Management Experience 2004 - 2006
Job Diversified Business Consultant
Industry Program Development
Experience
LeTourneau University January 1998 - Present
The Art Institute of Houston- North Branch June 2009 - July 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2004 - 2006
Sun Financial Group 1994 - 2003
South Florida Production Company 1984 - 1991
University Of Miami 1975 - 1991
Forer.inc 1977 - 1983
Education
University of Miami
MA, English
University of Saskatchewan
BA, English and Fine Art
LeTourneau University January 1998 - Present
The Art Institute of Houston- North Branch June 2009 - July 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2004 - 2006
Sun Financial Group 1994 - 2003
South Florida Production Company 1984 - 1991
University Of Miami 1975 - 1991
Forer.inc 1977 - 1983
Education
University of Miami
MA, English
University of Saskatchewan
BA, English and Fine Art
Irvin Rosenzweig, CFP, ChFC, CLU, CRPS, AEP's UBS Wealth Management Experience October 2001 - March 2003
Job Owner, Rosenzweig & Associates, a Registered Investment Adviser
Industry Financial Services
Experience
Rosenzweig & Associates March 2003 - Present
WFG Investments, Inc. 2003 - 2011
UBS Wealth Management October 2001 - March 2003
PNC Investments July 1991 - October 2001
Firstrust Bank July 1986 - June 1991
Skills
Financial Planning, Wealth Management, Estate Planning, Risk Management, Services Sales, Retirement Planning, Investments, Securities, Finance, Strategic Financial..., Fixed Annuities, Financial Advisory, Series 7, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Sales, Investment Strategies, Wealth, Financial Services, Small Business, Insurance, Financial Planners, Portfolio Management, 401k, Alternative Investments, Series 63, Term Life Insurance, Disability Insurance, High Net Worth..., Pensions, IRAs, Long-term Care, Options, Investment Management, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Equities, Leadership, Financial Risk, Financial Analysis, Fixed Income, Wealth Management...
Education
National Association of Estate Planners & Councils 2006 — 2007
AEP, Estate Planning and Charitable Gifting
College for Financial Planning 1994 — 2004
CFP, CRPS, Financial Planning
The American College 1999 — 2000
ChFC, CLU, Financial Planning
University of Minnesota-Twin Cities 1973 — 1977
Economics, Accounting, Finance, Business Law
Highland Park Senior High School 1971 — 1973
H.S. Honors, Business Law
Rosenzweig & Associates March 2003 - Present
WFG Investments, Inc. 2003 - 2011
UBS Wealth Management October 2001 - March 2003
PNC Investments July 1991 - October 2001
Firstrust Bank July 1986 - June 1991
Skills
Financial Planning, Wealth Management, Estate Planning, Risk Management, Services Sales, Retirement Planning, Investments, Securities, Finance, Strategic Financial..., Fixed Annuities, Financial Advisory, Series 7, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Sales, Investment Strategies, Wealth, Financial Services, Small Business, Insurance, Financial Planners, Portfolio Management, 401k, Alternative Investments, Series 63, Term Life Insurance, Disability Insurance, High Net Worth..., Pensions, IRAs, Long-term Care, Options, Investment Management, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Equities, Leadership, Financial Risk, Financial Analysis, Fixed Income, Wealth Management...
Education
National Association of Estate Planners & Councils 2006 — 2007
AEP, Estate Planning and Charitable Gifting
College for Financial Planning 1994 — 2004
CFP, CRPS, Financial Planning
The American College 1999 — 2000
ChFC, CLU, Financial Planning
University of Minnesota-Twin Cities 1973 — 1977
Economics, Accounting, Finance, Business Law
Highland Park Senior High School 1971 — 1973
H.S. Honors, Business Law
Mick Duchon's UBS Wealth Management Experience May 2006 - September 2006
Job Senior Director at Douglas Elliman Florida
Industry Real Estate
Experience
Douglas Elliman Florida August 2015 - Present
ONE Sotheby's International Realty January 2009 - August 2015
The Corcoran Group April 2008 - September 2008
Haute Living Magazine August 2007 - April 2008
UBS Wealth Management May 2006 - September 2006
Citi Habitats April 2005 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Real Estate, Luxury, Listings, Condos, Real Property, Buyers, Residential Homes, Sellers
Education
University of Miami - School of Business 2005 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Miami - School of Business 2005 — 2009
Management and Psychology
Douglas Elliman Florida August 2015 - Present
ONE Sotheby's International Realty January 2009 - August 2015
The Corcoran Group April 2008 - September 2008
Haute Living Magazine August 2007 - April 2008
UBS Wealth Management May 2006 - September 2006
Citi Habitats April 2005 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Real Estate, Luxury, Listings, Condos, Real Property, Buyers, Residential Homes, Sellers
Education
University of Miami - School of Business 2005 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Miami - School of Business 2005 — 2009
Management and Psychology
Josh Leibowitz's UBS Wealth Management Experience March 2014 - August 2014
Job Accenture Operations
Industry Management Consulting
Experience
Accenture August 2015 - Present
Accenture February 2015 - August 2015
UBS Wealth Management March 2014 - August 2014
1AppWorks 2014 - 2014
Blend, Inc. February 2013 - July 2013
Skills
Microsoft Word, Surface Mining, Data Mining, Spanish-English, Microsoft Excel, Finance, California native plants, Leadership, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Data Analysis, Customer Service, Time Management, Teamwork, French Cuisine, Pain Management, Freight Forwarding, Exotic Animals, Culinary Travel, Early Childhood Literacy, Spanish, Special Education, Hebrew, Research, Management
Education
University of Michigan 2012 — 2016
Bachelor of Science (B.S.), Informatics, Senior
Francis W. Parker High School 2008 — 2012
Accenture August 2015 - Present
Accenture February 2015 - August 2015
UBS Wealth Management March 2014 - August 2014
1AppWorks 2014 - 2014
Blend, Inc. February 2013 - July 2013
Skills
Microsoft Word, Surface Mining, Data Mining, Spanish-English, Microsoft Excel, Finance, California native plants, Leadership, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Data Analysis, Customer Service, Time Management, Teamwork, French Cuisine, Pain Management, Freight Forwarding, Exotic Animals, Culinary Travel, Early Childhood Literacy, Spanish, Special Education, Hebrew, Research, Management
Education
University of Michigan 2012 — 2016
Bachelor of Science (B.S.), Informatics, Senior
Francis W. Parker High School 2008 — 2012
Selden Martin Selden Martin's UBS Wealth Management Experience September 2011 - June 2012
Job Managing Director at Visionary Wealth Advisors
Industry Financial Services
Experience
Visionary Wealth Advisors April 2015 - Present
Altius Learning September 2012 - April 2015
UBS Wealth Management September 2011 - June 2012
Merrill Lynch February 2009 - May 2011
Merrill Lynch September 2005 - February 2010
Merrill Lynch March 2004 - September 2005
Merrill Lynch June 2002 - March 2004
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Securities, Alternative Investments, Equities, Strategic Financial...
Education
University of Missouri-Columbia 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance, General
Visionary Wealth Advisors April 2015 - Present
Altius Learning September 2012 - April 2015
UBS Wealth Management September 2011 - June 2012
Merrill Lynch February 2009 - May 2011
Merrill Lynch September 2005 - February 2010
Merrill Lynch March 2004 - September 2005
Merrill Lynch June 2002 - March 2004
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Securities, Alternative Investments, Equities, Strategic Financial...
Education
University of Missouri-Columbia 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance, General
Jeffrey R. Handler Jeffrey R. Handler's UBS Wealth Management Experience June 2014 - August 2014
Job UBS Private Wealth Management Summer Analyst
Industry Financial Services
Experience
BOND Consulting Group - Stephen M. Ross School of Business Affiliated Organizations January 2014 - Present
UBS Private Wealth Management July 2015 - August 2015
Salads UP LLC April 2015 - June 2015
UBS Wealth Management June 2014 - August 2014
Skills
PowerPoint, Data Analysis, Spanish, Microsoft Excel, Research, Public Speaking, Event Planning, Social Media, Microsoft Word, Leadership, Microsoft Office, Fundraising, Financial Analysis, Facebook, Community Outreach, Management, Teamwork, Analysis, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA)
University of Michigan 2013 — 2017
Pace Academy 2009 — 2013
High School Diploma, Liberal Arts and Sciences/Liberal Studies
BOND Consulting Group - Stephen M. Ross School of Business Affiliated Organizations January 2014 - Present
UBS Private Wealth Management July 2015 - August 2015
Salads UP LLC April 2015 - June 2015
UBS Wealth Management June 2014 - August 2014
Skills
PowerPoint, Data Analysis, Spanish, Microsoft Excel, Research, Public Speaking, Event Planning, Social Media, Microsoft Word, Leadership, Microsoft Office, Fundraising, Financial Analysis, Facebook, Community Outreach, Management, Teamwork, Analysis, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA)
University of Michigan 2013 — 2017
Pace Academy 2009 — 2013
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Jeff Safenowitz Jeff Safenowitz's UBS Wealth Management Experience June 2011 - August 2011
Job Operations Lead at WeWork
Industry Internet
Experience
WeWork June 2015 - Present
WeWork June 2014 - Present
WeWork February 2014 - June 2014
Walt Disney Pictures November 2013 - November 2013
Top Tier Printing, LLC September 2011 - May 2013
Princess Cruises June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Social Media, Spanish, Social Media Marketing, Entrepreneurship, Innovation, Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Excel, Fundraising, Microsoft Word, Social Networking, Business Development, Facebook
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), B.A International and Comparative Studies: Global Health and the Environment
WeWork June 2015 - Present
WeWork June 2014 - Present
WeWork February 2014 - June 2014
Walt Disney Pictures November 2013 - November 2013
Top Tier Printing, LLC September 2011 - May 2013
Princess Cruises June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Social Media, Spanish, Social Media Marketing, Entrepreneurship, Innovation, Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Excel, Fundraising, Microsoft Word, Social Networking, Business Development, Facebook
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), B.A International and Comparative Studies: Global Health and the Environment
Julia Kaner Julia Kaner's UBS Wealth Management Experience June 2014 - August 2014
Job Student at the University of Michigan
Industry
Experience
Tauck July 2015 - August 2015
Nielsen Innovate May 2015 - June 2015
UBS Wealth Management June 2014 - August 2014
Camp Modin June 2013 - August 2013
Skills
Social Media, PowerPoint, Marketing, Business Strategy, Organizational Design, Social Media Marketing, Microsoft Word, Leadership, Public Speaking, Management, Organizational..., Social Networking, Teamwork, Microsoft Office, Research, Event Planning
Education
University of Michigan 2013 — 2017
B.A. Organizational Studies, Minoring in the Ross School of Business
Staples High School 2009 — 2013
Tauck July 2015 - August 2015
Nielsen Innovate May 2015 - June 2015
UBS Wealth Management June 2014 - August 2014
Camp Modin June 2013 - August 2013
Skills
Social Media, PowerPoint, Marketing, Business Strategy, Organizational Design, Social Media Marketing, Microsoft Word, Leadership, Public Speaking, Management, Organizational..., Social Networking, Teamwork, Microsoft Office, Research, Event Planning
Education
University of Michigan 2013 — 2017
B.A. Organizational Studies, Minoring in the Ross School of Business
Staples High School 2009 — 2013
Spencer Mandelbaum's UBS Wealth Management Experience September 2009 - April 2010
Job Junior Analyst
Industry Real Estate
Experience
Harbor Group May 2015 - Present
Yeshiva Gedolah of the Five Towns March 2012 - April 2015
Heritage Realty June 2013 - August 2013
UBS Wealth Management September 2009 - April 2010
Edison Home Health Care May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Strategic Planning, Research, Marketing
Education
University of Miami 2006 — 2010
Bachelor's Degree, Business / Marketing
Harbor Group May 2015 - Present
Yeshiva Gedolah of the Five Towns March 2012 - April 2015
Heritage Realty June 2013 - August 2013
UBS Wealth Management September 2009 - April 2010
Edison Home Health Care May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Strategic Planning, Research, Marketing
Education
University of Miami 2006 — 2010
Bachelor's Degree, Business / Marketing
Greg Rosman's UBS Wealth Management Experience May 2014 - Present
Job Equity Sales Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
UBS Wealth Management August 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
University of Miami August 2008 - December 2010
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Finance & Accounting
CEA Study Abroad: Madrid, Spain 2011 — 2011
Paramus High School
UBS Wealth Management May 2014 - Present
UBS Wealth Management August 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
University of Miami August 2008 - December 2010
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Finance & Accounting
CEA Study Abroad: Madrid, Spain 2011 — 2011
Paramus High School
Valentina Valdez's UBS Wealth Management Experience January 2015 - Present
Job Intern at UBS Wealth Management
Industry Management Consulting
Experience
UBS Wealth Management January 2015 - Present
Bloomingdale's April 2014 - August 2014
Skills
Spanish, Microsoft Office, Microsoft Excel, Social Networking, Research, Facebook, Public Speaking, Social Media, Microsoft Word, PowerPoint, Outlook, Access, Event Planning, Time Management, Sales, Leadership, Teamwork, Economics, Leadership Development
Education
University of Miami 2012 — 2016
Bachelor of Arts (BA), English and Economics
UBS Wealth Management January 2015 - Present
Bloomingdale's April 2014 - August 2014
Skills
Spanish, Microsoft Office, Microsoft Excel, Social Networking, Research, Facebook, Public Speaking, Social Media, Microsoft Word, PowerPoint, Outlook, Access, Event Planning, Time Management, Sales, Leadership, Teamwork, Economics, Leadership Development
Education
University of Miami 2012 — 2016
Bachelor of Arts (BA), English and Economics
Tanya Opre Tanya Opre's UBS Wealth Management Experience May 2013 - September 2013
Job Loss Prevention Vendor Manager at Energi Insurance Services, Inc.
Industry Marketing and Advertising
Experience
Energi Insurance Services, Inc. August 2015 - Present
The Wakefield Companies May 2014 - August 2015
UBS Wealth Management May 2013 - September 2013
Merrill Lynch January 2013 - May 2013
EBSCO Publishing May 2012 - January 2013
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Cushing Academy 2008 — 2010
Energi Insurance Services, Inc. August 2015 - Present
The Wakefield Companies May 2014 - August 2015
UBS Wealth Management May 2013 - September 2013
Merrill Lynch January 2013 - May 2013
EBSCO Publishing May 2012 - January 2013
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Cushing Academy 2008 — 2010
Alexandra Valentin, MBA Alexandra Valentin, MBA's UBS Wealth Management Experience April 2006 - April 2009
Job Director
Industry Financial Services
Experience
Calixto Global Investors August 2014 - Present
Cuomo Capital 2009 - August 2014
UBS Wealth Management April 2006 - April 2009
United Capital Markets Inc. November 2003 - February 2006
Skills
Investments, Portfolio Management, Financial Analysis, Risk Management, Leadership, Business Strategy, Strategic Planning, Management, Asset Allocation, Banking, Business Development, Wealth Management, Financial Services, Trading, Retirement, Sports, Real Estate, Finance, Entrepreneurship
Education
ESADE Business School 2009 — 2010
Finance MBA, Business Administration
University of Miami 2000 — 2004
Bachelor of Science (B.S.), Psychology and Advertising
Calixto Global Investors August 2014 - Present
Cuomo Capital 2009 - August 2014
UBS Wealth Management April 2006 - April 2009
United Capital Markets Inc. November 2003 - February 2006
Skills
Investments, Portfolio Management, Financial Analysis, Risk Management, Leadership, Business Strategy, Strategic Planning, Management, Asset Allocation, Banking, Business Development, Wealth Management, Financial Services, Trading, Retirement, Sports, Real Estate, Finance, Entrepreneurship
Education
ESADE Business School 2009 — 2010
Finance MBA, Business Administration
University of Miami 2000 — 2004
Bachelor of Science (B.S.), Psychology and Advertising
Ryan Schlesinger Ryan Schlesinger's UBS Wealth Management Experience May 2012 - August 2012
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF May 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Pitcairn June 2011 - August 2011
Glassman Wealth Services June 2010 - August 2010
Burning Tree Country Club May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Marketing, Sports, Financial Analysis, Customer Service, Management, Analysis, Real Estate
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduated
Winston Churchill High School 2006 — 2010
Northwestern University Medill School of Journalism
Journalism
HFF May 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Pitcairn June 2011 - August 2011
Glassman Wealth Services June 2010 - August 2010
Burning Tree Country Club May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Marketing, Sports, Financial Analysis, Customer Service, Management, Analysis, Real Estate
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduated
Winston Churchill High School 2006 — 2010
Northwestern University Medill School of Journalism
Journalism
Peter Williams Peter Williams's UBS Wealth Management Experience June 2012 - May 2014
Job CTO, McKinsey Investment Office
Industry Information Technology and Services
Experience
McKinsey & Company May 2014 - Present
UBS Wealth Management June 2012 - May 2014
UBS Investment Bank October 2005 - June 2012
Morgan Stanley October 2000 - October 2005
Barclays Capital 1998 - 2000
LAN Systems 1993 - 1995
Skills
Credit Derivatives, Interest Rate..., Prime Brokerage, Equity Trading, Fixed Income Technology, Trading, Fixed Income, Capital Markets, Reference Data, Trading Systems, Investment Banking, Electronic Trading, Equity Derivatives, Market Data, Equities, Swaps, Sybase, Middle Office, Hedge Funds, Options, Derivatives, FX Options, Securities, Investments
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Michigan 1984 — 1988
BA
McKinsey & Company May 2014 - Present
UBS Wealth Management June 2012 - May 2014
UBS Investment Bank October 2005 - June 2012
Morgan Stanley October 2000 - October 2005
Barclays Capital 1998 - 2000
LAN Systems 1993 - 1995
Skills
Credit Derivatives, Interest Rate..., Prime Brokerage, Equity Trading, Fixed Income Technology, Trading, Fixed Income, Capital Markets, Reference Data, Trading Systems, Investment Banking, Electronic Trading, Equity Derivatives, Market Data, Equities, Swaps, Sybase, Middle Office, Hedge Funds, Options, Derivatives, FX Options, Securities, Investments
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Michigan 1984 — 1988
BA
Justin Searles Justin Searles's UBS Wealth Management Experience May 2009 - August 2009
Job Developer & Entrepreneur
Industry Computer Software
Experience
Spinnakr September 2012 - Present
VentureBoard June 2012 - Present
Startup Shell May 2012 - May 2014
FullCircle June 2012 - September 2012
Sponto November 2009 - May 2012
NASA Goddard Space Flight Center June 2011 - August 2011
Penn, Schoen, and Berland March 2010 - April 2010
UBS Wealth Management May 2009 - August 2009
Skills
Social Media, Public Speaking, Research, Public Relations, Android, Focus Groups, Business Strategy, Forecasting, Java, Guerrilla Marketing, Think Tank, Data Analysis, Market Research, Analysis, Social Media Marketing, Python, Ruby on Rails, Debugging, Vim, Linux, C, Pitching Ideas, Presentations, Redis
Education
University of Maryland College Park
Computer Science
Spinnakr September 2012 - Present
VentureBoard June 2012 - Present
Startup Shell May 2012 - May 2014
FullCircle June 2012 - September 2012
Sponto November 2009 - May 2012
NASA Goddard Space Flight Center June 2011 - August 2011
Penn, Schoen, and Berland March 2010 - April 2010
UBS Wealth Management May 2009 - August 2009
Skills
Social Media, Public Speaking, Research, Public Relations, Android, Focus Groups, Business Strategy, Forecasting, Java, Guerrilla Marketing, Think Tank, Data Analysis, Market Research, Analysis, Social Media Marketing, Python, Ruby on Rails, Debugging, Vim, Linux, C, Pitching Ideas, Presentations, Redis
Education
University of Maryland College Park
Computer Science
Mark Schweig Mark Schweig's UBS Wealth Management Experience June 2009 - August 2009
Job Fixed Income Trading at Summit Securities Group
Industry Investment Management
Experience
Summit Securities Group, LLC January 2015 - Present
BNP Paribas July 2013 - December 2014
BNP Paribas June 2012 - August 2012
Grotevant Research Partners June 2010 - May 2012
UBS Wealth Management June 2009 - August 2009
Skills
Financial Analysis, Fixed Income, Microsoft Excel, VBA, Interest Rate..., PowerPoint, Interest Rate Swaps, FX Derivatives, Basel III, FX Options, Corporate Risk, Risk Management, Client Presentation, FX Hedging, Interest Rate Hedging, Exotic Derivatives, Financial Structuring, Foreign Exchange, Derivatives, Capital Markets, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
New Rochelle High School 2005 — 2009
Summit Securities Group, LLC January 2015 - Present
BNP Paribas July 2013 - December 2014
BNP Paribas June 2012 - August 2012
Grotevant Research Partners June 2010 - May 2012
UBS Wealth Management June 2009 - August 2009
Skills
Financial Analysis, Fixed Income, Microsoft Excel, VBA, Interest Rate..., PowerPoint, Interest Rate Swaps, FX Derivatives, Basel III, FX Options, Corporate Risk, Risk Management, Client Presentation, FX Hedging, Interest Rate Hedging, Exotic Derivatives, Financial Structuring, Foreign Exchange, Derivatives, Capital Markets, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
New Rochelle High School 2005 — 2009
Agustina Cybel's UBS Wealth Management Experience May 2012 - August 2012
Job Technical Recruiter at TekSystems
Industry Staffing and Recruiting
Experience
TEKsystems July 2015 - Present
Regions Financial Corporation July 2013 - July 2015
Regions Financial Corporation July 2013 - December 2013
RE/MAX June 2011 - June 2013
UBS Wealth Management May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Access, Outlook, Adobe Acrobat, Data Mining, Internet, Microsoft Powerpoint, Loan Wolf Accounting..., PowerPoint, Microsoft Office, QuickBooks, Spanish, Teamwork, Customer Service, Time Management, Banking, Social Media
Education
University of Miami 2009 — 2013
Bachelor of Business Administration, International Finance and Marketing, Management
TEKsystems July 2015 - Present
Regions Financial Corporation July 2013 - July 2015
Regions Financial Corporation July 2013 - December 2013
RE/MAX June 2011 - June 2013
UBS Wealth Management May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Access, Outlook, Adobe Acrobat, Data Mining, Internet, Microsoft Powerpoint, Loan Wolf Accounting..., PowerPoint, Microsoft Office, QuickBooks, Spanish, Teamwork, Customer Service, Time Management, Banking, Social Media
Education
University of Miami 2009 — 2013
Bachelor of Business Administration, International Finance and Marketing, Management
Andre Schneider Andre Schneider's UBS Wealth Management Experience June 2007 - April 2009
Job Assistant Vice President, Director at State Street
Industry Financial Services
Experience
State Street June 2009 - Present
State Street October 2012 - April 2014
State Street March 2011 - October 2012
State Street June 2010 - March 2011
State Street June 2009 - July 2010
UBS Wealth Management June 2007 - April 2009
Skills
Investments, Financial Reporting, Finance, Fund Accounting, Mutual Funds, Bloomberg, Analytics, Financial Services, Fund Administration, Series 7, Microsoft Visual FoxPro, Strategy, Derivatives, Portfolio Management, FoxPro, Risk Management, Asset Allocation, FundSuite SX, FundSuiteArc, ArcReporting, ASU 2011-11
Education
University of Missouri-Columbia 2002 — 2006
BSBA, Finance & Banking
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Banking
State Street June 2009 - Present
State Street October 2012 - April 2014
State Street March 2011 - October 2012
State Street June 2010 - March 2011
State Street June 2009 - July 2010
UBS Wealth Management June 2007 - April 2009
Skills
Investments, Financial Reporting, Finance, Fund Accounting, Mutual Funds, Bloomberg, Analytics, Financial Services, Fund Administration, Series 7, Microsoft Visual FoxPro, Strategy, Derivatives, Portfolio Management, FoxPro, Risk Management, Asset Allocation, FundSuite SX, FundSuiteArc, ArcReporting, ASU 2011-11
Education
University of Missouri-Columbia 2002 — 2006
BSBA, Finance & Banking
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Banking
Lukas Johnson Lukas Johnson's UBS Wealth Management Experience June 2008 - July 2009
Job Natural Gas Operations Analyst at U.S. Energy Services
Industry Logistics and Supply Chain
Experience
U.S. Energy Services April 2013 - Present
U.S. Energy Services September 2012 - April 2013
State Street February 2012 - July 2012
State Street July 2011 - February 2012
State Street January 2011 - July 2011
CommunityAmerica Credit Union November 2009 - January 2011
Wells Fargo Investments July 2009 - October 2009
UBS Wealth Management June 2008 - July 2009
LSBE Financial Markets Program May 2008 - May 2009
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2005 — 2009
Bachelor's of Business Administration, Financial Markets
U.S. Energy Services April 2013 - Present
U.S. Energy Services September 2012 - April 2013
State Street February 2012 - July 2012
State Street July 2011 - February 2012
State Street January 2011 - July 2011
CommunityAmerica Credit Union November 2009 - January 2011
Wells Fargo Investments July 2009 - October 2009
UBS Wealth Management June 2008 - July 2009
LSBE Financial Markets Program May 2008 - May 2009
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2005 — 2009
Bachelor's of Business Administration, Financial Markets
Adam Kurtzer Adam Kurtzer's UBS Wealth Management Experience May 2008 - August 2008
Job Institutional Sales Representative (Capital Markets) at GfK
Industry Investment Management
Experience
GfK July 2015 - Present
EidoSearch October 2014 - July 2015
FactSet Research Systems October 2012 - October 2014
BNY Mellon Wealth Management September 2010 - September 2012
BNY Mellon January 2009 - September 2010
UBS Wealth Management May 2008 - August 2008
Brandeis University May 2007 - August 2007
Skills
Alternative Investments, Wealth Management, Commodities, Managed Futures, Investments, Hedge Funds, Equities, Asset Allocation, Asset Management, Commodity, Investment Management, Finance, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Science, Economics
Lincoln-Sudbury Regional High School
GfK July 2015 - Present
EidoSearch October 2014 - July 2015
FactSet Research Systems October 2012 - October 2014
BNY Mellon Wealth Management September 2010 - September 2012
BNY Mellon January 2009 - September 2010
UBS Wealth Management May 2008 - August 2008
Brandeis University May 2007 - August 2007
Skills
Alternative Investments, Wealth Management, Commodities, Managed Futures, Investments, Hedge Funds, Equities, Asset Allocation, Asset Management, Commodity, Investment Management, Finance, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Science, Economics
Lincoln-Sudbury Regional High School
Tadd Hicks Tadd Hicks's UBS Wealth Management Experience March 2012 - Present
Job Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management March 2012 - Present
UBS Wealth Management May 1992 - March 2012
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Uniform Combined State..., Series 65, Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management
Education
University of Missouri-Columbia 1981 — 1985
Bachelor's degree
UBS Wealth Management March 2012 - Present
UBS Wealth Management May 1992 - March 2012
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Uniform Combined State..., Series 65, Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management
Education
University of Missouri-Columbia 1981 — 1985
Bachelor's degree
Connor Callahan's UBS Wealth Management Experience February 2014 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2014 - Present
UBS Wealth Management July 2012 - February 2014
Euronet Worldwide/Ria Envia Financial Services May 2011 - August 2011
CBIZ June 2009 - August 2009
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Finance, General
UBS Wealth Management February 2014 - Present
UBS Wealth Management July 2012 - February 2014
Euronet Worldwide/Ria Envia Financial Services May 2011 - August 2011
CBIZ June 2009 - August 2009
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Finance, General
John Thibault, CFP® ChFC® John Thibault, CFP® ChFC®'s UBS Wealth Management Experience April 2005 - January 2007
Job Wealth Management Advisor Vice President
Industry Financial Services
Experience
Fifth Third Private Bank July 2008 - Present
National City Bank January 2007 - July 2008
UBS Wealth Management April 2005 - January 2007
Morgan Stanley May 2001 - April 2005
Skills
Commercial Lending, Credit, Wealth Management, Small Business Lending, Loans, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Asset Management, Asset Allocation, Fixed Income, Mortgage Lending, Private Banking, Series 63, Series 65, Life Insurance, Series 24
Education
University of Michigan-Dearborn 2004 — 2009
Master of Business Administration (MBA)
University of Michigan-Dearborn 1997 — 2000
Bachelor of Business Administration (BBA), Finance
University of Michigan-Dearborn 1997 — 2000
Bachelor of Arts (BA), Psychology
Fifth Third Private Bank July 2008 - Present
National City Bank January 2007 - July 2008
UBS Wealth Management April 2005 - January 2007
Morgan Stanley May 2001 - April 2005
Skills
Commercial Lending, Credit, Wealth Management, Small Business Lending, Loans, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Asset Management, Asset Allocation, Fixed Income, Mortgage Lending, Private Banking, Series 63, Series 65, Life Insurance, Series 24
Education
University of Michigan-Dearborn 2004 — 2009
Master of Business Administration (MBA)
University of Michigan-Dearborn 1997 — 2000
Bachelor of Business Administration (BBA), Finance
University of Michigan-Dearborn 1997 — 2000
Bachelor of Arts (BA), Psychology
Brian Wismar's UBS Wealth Management Experience May 2011 - August 2011
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments July 2012 - May 2014
Citi-University of Miami Experiential Learning Project September 2011 - December 2011
U Realty Group, Denovo Homes May 2011 - August 2011
UBS Wealth Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Louisiana Small Business Development Center May 2009 - August 2009
Skills
Leadership, Investments, Entrepreneurship, Financial Analysis, Risk Management, Accounting, Microsoft Excel, Strategy, Start-ups, Management, Research, Finance, Sales, Training, Economics, Financial Modeling
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Major in Finance
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Major in Finance
NOCCA 2006 — 2008
Certificate of Artistry, Jazz Studies
Benjamin Franklin High School 2004 — 2008
High School Diploma
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments July 2012 - May 2014
Citi-University of Miami Experiential Learning Project September 2011 - December 2011
U Realty Group, Denovo Homes May 2011 - August 2011
UBS Wealth Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Louisiana Small Business Development Center May 2009 - August 2009
Skills
Leadership, Investments, Entrepreneurship, Financial Analysis, Risk Management, Accounting, Microsoft Excel, Strategy, Start-ups, Management, Research, Finance, Sales, Training, Economics, Financial Modeling
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Major in Finance
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Major in Finance
NOCCA 2006 — 2008
Certificate of Artistry, Jazz Studies
Benjamin Franklin High School 2004 — 2008
High School Diploma
David Betz, CRPS David Betz, CRPS's UBS Wealth Management Experience October 1999 - Present
Job Senior Vice PresidentWealth Management at UBS**
Industry Investment Management
Experience
UBS Wealth Management October 1999 - Present
Piper Jaffray October 1999 - August 2006
John G Kinnard September 1989 - October 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
BA Economics
Tartan High 1974 — 1980
tranny
UBS Wealth Management October 1999 - Present
Piper Jaffray October 1999 - August 2006
John G Kinnard September 1989 - October 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
BA Economics
Tartan High 1974 — 1980
tranny
Nikki Cerone Nikki Cerone's UBS Wealth Management Experience June 2015 - August 2015
Job Finance Major at the University of Miami
Industry Financial Services
Experience
University of Miami School of Business Administration August 2014 - Present
UBS Wealth Management June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Social Networking, Event Planning, Research, Leadership
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Cresskill High School 2008 — 2012
University of Miami School of Business Administration August 2014 - Present
UBS Wealth Management June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Social Networking, Event Planning, Research, Leadership
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Cresskill High School 2008 — 2012
Yezi Peng Yezi Peng's UBS Wealth Management Experience June 2009 - August 2009
Job Associate at Madison Dearborn Partners, LLC
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners, LLC July 2013 - Present
Greenhill & Co. June 2011 - June 2013
PlaNet Finance May 2011 - June 2011
Greenhill & Co. June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Private Equity
Education
University of Michigan 2007 — 2011
BBA and BS, Business and Neuroscience, Highest Distinction
Madison Dearborn Partners, LLC July 2013 - Present
Greenhill & Co. June 2011 - June 2013
PlaNet Finance May 2011 - June 2011
Greenhill & Co. June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Private Equity
Education
University of Michigan 2007 — 2011
BBA and BS, Business and Neuroscience, Highest Distinction
Joseph Skees Joseph Skees's UBS Wealth Management Experience September 2001 - January 2006
Job Registered Principal, Managing Partner at Granite Bay Wealth Management, LLC
Industry Financial Services
Experience
Granite Bay Wealth Management, LLC January 2006 - Present
UBS Wealth Management September 2001 - January 2006
Merrill Lynch September 1999 - September 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
B.S., Business Management
Granite Bay Wealth Management, LLC January 2006 - Present
UBS Wealth Management September 2001 - January 2006
Merrill Lynch September 1999 - September 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
B.S., Business Management
Sydney Friedkin Sydney Friedkin's UBS Wealth Management Experience June 2011 - August 2011
Job Associate Client Manager at Nielsen
Industry Market Research
Experience
Nielsen December 2014 - Present
Nielsen July 2012 - November 2014
UBS Wealth Management June 2011 - August 2011
U.S. Congressman Ted Deutch June 2010 - August 2010
Hearst Magazines June 2009 - August 2009
Skills
Social Media, Microsoft Office, Microsoft Excel, Market Research, PowerPoint, Financial Analysis, Research, SPSS, Data Analysis, Marketing Research
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Pine Crest School 2004 — 2008
Nielsen December 2014 - Present
Nielsen July 2012 - November 2014
UBS Wealth Management June 2011 - August 2011
U.S. Congressman Ted Deutch June 2010 - August 2010
Hearst Magazines June 2009 - August 2009
Skills
Social Media, Microsoft Office, Microsoft Excel, Market Research, PowerPoint, Financial Analysis, Research, SPSS, Data Analysis, Marketing Research
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Pine Crest School 2004 — 2008
Richard Tyroler's UBS Wealth Management Experience July 2005 - July 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2011 - Present
Smith Barney July 2007 - April 2011
UBS Wealth Management July 2005 - July 2007
Carlin Financial Group January 1998 - December 2001
Timber Lake & Tyler Hill Camps September 1980 - October 1997
Skills
Retirement Planning, Investments, Insurance, Long-term Care, Philanthropy, Education Funding, Estate Planning...
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Business/Marketing
Wells Fargo Advisors, LLC April 2011 - Present
Smith Barney July 2007 - April 2011
UBS Wealth Management July 2005 - July 2007
Carlin Financial Group January 1998 - December 2001
Timber Lake & Tyler Hill Camps September 1980 - October 1997
Skills
Retirement Planning, Investments, Insurance, Long-term Care, Philanthropy, Education Funding, Estate Planning...
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Business/Marketing
Shaun Bava's UBS Wealth Management Experience 2008 - Present
Job Lead Associate at UBS
Industry Computer Software
Experience
UBS Wealth Management 2008 - Present
UBS August 2005 - August 2007
Education
University of Michigan 2001 — 2005
UBS Wealth Management 2008 - Present
UBS August 2005 - August 2007
Education
University of Michigan 2001 — 2005
William Fay's UBS Wealth Management Experience December 2007 - December 2009
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2015 - Present
Edward Jones Investments 2009 - Present
UBS Wealth Management December 2007 - December 2009
Analysts International 1994 - 2007
Education
University of Michigan 1974 — 1978
Waddell & Reed June 2015 - Present
Edward Jones Investments 2009 - Present
UBS Wealth Management December 2007 - December 2009
Analysts International 1994 - 2007
Education
University of Michigan 1974 — 1978
Ryan Avila's UBS Wealth Management Experience August 2002 - April 2004
Job Supply ManagerEast at Ferrell North America
Industry Oil & Energy
Experience
Ferrell North America November 2011 - Present
Ferrell North America October 2005 - November 2011
State Farm April 2004 - October 2005
UBS Wealth Management August 2002 - April 2004
Aquila September 2000 - August 2002
Skills
Logistics, Transportation, Strategic Planning, Forecasting, Budgets, Logistics Management, Risk Management, Energy, Marketing, Data Analysis, Negotiation, Contract Management
Education
University of Missouri-Columbia 1992 — 1997
Consumer Economics
Ferrell North America November 2011 - Present
Ferrell North America October 2005 - November 2011
State Farm April 2004 - October 2005
UBS Wealth Management August 2002 - April 2004
Aquila September 2000 - August 2002
Skills
Logistics, Transportation, Strategic Planning, Forecasting, Budgets, Logistics Management, Risk Management, Energy, Marketing, Data Analysis, Negotiation, Contract Management
Education
University of Missouri-Columbia 1992 — 1997
Consumer Economics
Daniel Maki, CFA's UBS Wealth Management Experience May 2007 - May 2008
Job Ascential Wealth Advisors
Industry Investment Management
Experience
Ascential Wealth Advisors, an independent firm March 2015 - Present
Whitebox Advisors LLC July 2014 - March 2015
Waterstone Capital Managements, L.P. June 2008 - June 2014
UBS Wealth Management May 2007 - May 2008
Education
University of Minnesota-Duluth 2004 — 2008
Bachelor's Degree, Financial Markets Finance
Ascential Wealth Advisors, an independent firm March 2015 - Present
Whitebox Advisors LLC July 2014 - March 2015
Waterstone Capital Managements, L.P. June 2008 - June 2014
UBS Wealth Management May 2007 - May 2008
Education
University of Minnesota-Duluth 2004 — 2008
Bachelor's Degree, Financial Markets Finance
Beth Rothschild's UBS Wealth Management Experience October 2007 - April 2009
Job CEO at Krieger Consulting
Industry Financial Services
Experience
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Carissa Hagen's UBS Wealth Management Experience April 2000 - March 2006
Job Associate Financial Advisor with a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Glidden & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. August 2015 - Present
Neuberger Berman April 2014 - June 2015
RiverSource Distributors October 2008 - April 2014
RiverSource Distributors October 2007 - October 2008
RBC Capital Markets March 2006 - December 2006
UBS Wealth Management April 2000 - March 2006
Education
University of Saint Thomas - School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (BS), Marketing & Speech Communications
Glidden & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. August 2015 - Present
Neuberger Berman April 2014 - June 2015
RiverSource Distributors October 2008 - April 2014
RiverSource Distributors October 2007 - October 2008
RBC Capital Markets March 2006 - December 2006
UBS Wealth Management April 2000 - March 2006
Education
University of Saint Thomas - School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (BS), Marketing & Speech Communications
Brian Dora's UBS Wealth Management Experience June 2006 - August 2006
Job Associate at JZ Partners
Industry Venture Capital & Private Equity
Experience
JZ Partners April 2014 - Present
Brown Gibbons Lang & Company April 2013 - April 2014
FTI Consulting August 2008 - March 2013
Dell June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Private Equity, Portfolio Management, Investment Banking, Business Valuation, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Restructuring, Management Consulting, Project Management, Strategy, Change Management, Mergers, Business Process..., Performance Improvement, Business Transformation, Litigation Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
JZ Partners April 2014 - Present
Brown Gibbons Lang & Company April 2013 - April 2014
FTI Consulting August 2008 - March 2013
Dell June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Private Equity, Portfolio Management, Investment Banking, Business Valuation, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Restructuring, Management Consulting, Project Management, Strategy, Change Management, Mergers, Business Process..., Performance Improvement, Business Transformation, Litigation Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Irvin, Ph. D. Economics's UBS Wealth Management Experience January 2006 - November 2010
Job Independent Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities January 2014 - Present
Sonoma State University July 2010 - Present
Ecoirvin Investments affiliated with GBS November 2010 - January 2014
UBS Wealth Management January 2006 - November 2010
Skills
Chinese, Swedish, German, Financial Modeling, Analysis, Project Management, Strategic Planning, Budget, Financial Analysis, Data Analysis, Market Research, Microsoft Office, Budgets, Microsoft Excel, Management, Team Building
Education
University of Michigan 1975 — 1980
Ph.D., Economics
Wesleyan University 1969 — 1973
BA, Economics and Dance
Western International Securities January 2014 - Present
Sonoma State University July 2010 - Present
Ecoirvin Investments affiliated with GBS November 2010 - January 2014
UBS Wealth Management January 2006 - November 2010
Skills
Chinese, Swedish, German, Financial Modeling, Analysis, Project Management, Strategic Planning, Budget, Financial Analysis, Data Analysis, Market Research, Microsoft Office, Budgets, Microsoft Excel, Management, Team Building
Education
University of Michigan 1975 — 1980
Ph.D., Economics
Wesleyan University 1969 — 1973
BA, Economics and Dance
Christopher Kurimay's UBS Wealth Management Experience December 2012 - August 2013
Job Wealth Management Advisor at US BankThe Private Client Reserve
Industry Financial Services
Experience
U.S. Bank-The Private Client Reserve August 2013 - Present
UBS Wealth Management December 2012 - August 2013
Decision Economics, Inc. January 2010 - December 2012
Neotick-Firefly Capital January 2008 - January 2010
Calamos Investments October 2005 - September 2007
UBS Investment Bank December 1999 - September 2005
Education
Universität Wien 1993 — 1994
International Economics
University of Minnesota-Twin Cities 1989 — 1994
BA, Economics
U.S. Bank-The Private Client Reserve August 2013 - Present
UBS Wealth Management December 2012 - August 2013
Decision Economics, Inc. January 2010 - December 2012
Neotick-Firefly Capital January 2008 - January 2010
Calamos Investments October 2005 - September 2007
UBS Investment Bank December 1999 - September 2005
Education
Universität Wien 1993 — 1994
International Economics
University of Minnesota-Twin Cities 1989 — 1994
BA, Economics
Cameron Dewitt's UBS Wealth Management Experience Director, Business DevelopmentRestaurant Labeling SolutionsJanuary 2003 - February 2004
Job Senior Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Director, Business DevelopmentRestaurant Labeling SolutionsJanuary 2003 - February 2004
Deloitte January 2001 - February 2004
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Organizational Management
University of Michigan 1999 — 2001
B.A., Finance
UBS Wealth Management Director, Business DevelopmentRestaurant Labeling SolutionsJanuary 2003 - February 2004
Deloitte January 2001 - February 2004
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Organizational Management
University of Michigan 1999 — 2001
B.A., Finance
Melissa Chamberlain's UBS Wealth Management Experience May 1998 - May 1999
Job Billing Manager, BPS Financial Services
Industry Insurance
Experience
CSC June 2015 - Present
DataBank IMX November 2012 - February 2015
American General Life Companies July 2009 - November 2012
American General January 2006 - 2009
American General Life Companies January 2004 - January 2006
American General Life Companies May 1999 - January 2004
UBS Wealth Management May 1998 - May 1999
Morris Material Handling June 1994 - May 1998
Skills
Strategic Planning, Process Improvement, Customer Relations, Business Operations..., Business Analysis, Business Strategy, Operations Management, Insurance, Fixed Annuities, Change Management, Management, Customer Service, Budgets, Cross-functional Team..., Project Management, Analysis, Strategy, Call Centers, Customer Satisfaction, Management Consulting, Risk Management, Leadership, Life Insurance, Business Process..., Vendor Management, New Business Development, Business Process, Team Leadership, Employee Benefits, Training, Team Building, Software Documentation, Financial Services, Six Sigma, Program Management, Executive Management, Consulting, Negotiation, CRM, Account Management, Business Development, Performance Management, Outsourcing, Product Management, Business Intelligence, Sales, Testing, Visio, Requirements Gathering, Access
Education
University of Phoenix 2007 — 2009
Masters of Business Administration
University of Michigan 1987 — 1991
Bachelor's, Spanish
CSC June 2015 - Present
DataBank IMX November 2012 - February 2015
American General Life Companies July 2009 - November 2012
American General January 2006 - 2009
American General Life Companies January 2004 - January 2006
American General Life Companies May 1999 - January 2004
UBS Wealth Management May 1998 - May 1999
Morris Material Handling June 1994 - May 1998
Skills
Strategic Planning, Process Improvement, Customer Relations, Business Operations..., Business Analysis, Business Strategy, Operations Management, Insurance, Fixed Annuities, Change Management, Management, Customer Service, Budgets, Cross-functional Team..., Project Management, Analysis, Strategy, Call Centers, Customer Satisfaction, Management Consulting, Risk Management, Leadership, Life Insurance, Business Process..., Vendor Management, New Business Development, Business Process, Team Leadership, Employee Benefits, Training, Team Building, Software Documentation, Financial Services, Six Sigma, Program Management, Executive Management, Consulting, Negotiation, CRM, Account Management, Business Development, Performance Management, Outsourcing, Product Management, Business Intelligence, Sales, Testing, Visio, Requirements Gathering, Access
Education
University of Phoenix 2007 — 2009
Masters of Business Administration
University of Michigan 1987 — 1991
Bachelor's, Spanish
Joseph Scime, CFA, CFP®'s UBS Wealth Management Experience June 2008 - August 2012
Job Senior Consultant DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates August 2012 - Present
UBS Wealth Management June 2008 - August 2012
Education
University of Michigan 2004 — 2008
BA, Economics
DiMeo Schneider & Associates August 2012 - Present
UBS Wealth Management June 2008 - August 2012
Education
University of Michigan 2004 — 2008
BA, Economics
Patrick Nigro, MBA's UBS Wealth Management Experience January 2007 - May 2007
Job Financial Analyst 3 at Oracle
Industry Computer Software
Experience
Oracle June 2014 - Present
Fluidmaster July 2013 - June 2014
Fluidmaster March 2012 - June 2013
University of Miami School of Business August 2009 - May 2011
Johnson & Johnson June 2010 - December 2010
City of South Miami Pension Fund February 2010 - May 2010
Walgreens June 2008 - March 2009
Greenfeet January 2008 - May 2008
UBS Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Financial Management, Corporate Finance, Spreadsheets, Financial Modeling, Valuation, Excel, Asset Management, Investments, Bloomberg, Industry Analysis, Microsoft Office, Economics, Portfolio Management, Statistics, Microsoft Excel, Competitive Analysis, Forecasting, JD Edwards, Mergers, Due Diligence, PowerPoint, Quantitative Analytics, Managerial Finance, Analysis, Business Planning, Mergers & Acquisitions
Education
University of Miami - School of Business 2009 — 2011
MBA, Finance
California State University-Chico 2004 — 2008
BS Business Administration, Financial Management, Financial Services, Psychology
Oracle June 2014 - Present
Fluidmaster July 2013 - June 2014
Fluidmaster March 2012 - June 2013
University of Miami School of Business August 2009 - May 2011
Johnson & Johnson June 2010 - December 2010
City of South Miami Pension Fund February 2010 - May 2010
Walgreens June 2008 - March 2009
Greenfeet January 2008 - May 2008
UBS Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Financial Management, Corporate Finance, Spreadsheets, Financial Modeling, Valuation, Excel, Asset Management, Investments, Bloomberg, Industry Analysis, Microsoft Office, Economics, Portfolio Management, Statistics, Microsoft Excel, Competitive Analysis, Forecasting, JD Edwards, Mergers, Due Diligence, PowerPoint, Quantitative Analytics, Managerial Finance, Analysis, Business Planning, Mergers & Acquisitions
Education
University of Miami - School of Business 2009 — 2011
MBA, Finance
California State University-Chico 2004 — 2008
BS Business Administration, Financial Management, Financial Services, Psychology
Brown, Kael's UBS Wealth Management Experience August 2006 - May 2008
Job Financial Advisor at Oakridge Financial Svcs
Industry Financial Services
Experience
Oakridge Financial Svcs May 2008 - Present
UBS Wealth Management August 2006 - May 2008
Piper Jaffray June 1994 - August 2006
Skills
Wealth Management, Retirement Planning, Education, Series 7, Investments, Asset Allocation, Financial Planning, Mutual Funds, Series 63, Asset Management, Portfolio Management, Finance, Financial Services
Education
University of Minnesota-Twin Cities
Oakridge Financial Svcs May 2008 - Present
UBS Wealth Management August 2006 - May 2008
Piper Jaffray June 1994 - August 2006
Skills
Wealth Management, Retirement Planning, Education, Series 7, Investments, Asset Allocation, Financial Planning, Mutual Funds, Series 63, Asset Management, Portfolio Management, Finance, Financial Services
Education
University of Minnesota-Twin Cities
Kerry Finegan Zinn's UBS Wealth Management Experience December 2006 - February 2014
Job Financial Crime Counsel
Industry Law Practice
Experience
UBS February 2014 - Present
UBS Wealth Management December 2006 - February 2014
UBS Wealth Management May 2004 - December 2006
US Securities and Exchange Commission April 2000 - May 2004
Kozyak Tropin and Throckmorton, P.A. August 1999 - April 2000
U.S. District Court - Southern District of Florida August 1997 - August 1999
Skills
Litigation, Securities, Securities Regulation, FCPA, Legal Compliance, FINRA, Corporate Governance, Trials, Securities Litigation, Legal Research, Commercial Litigation, Arbitration, Mediation, Corporate Law, Due Diligence, Hedge Funds, Fraud, Legal Writing, Civil Litigation, Anti Money Laundering
Education
University of Miami School of Law 1994 — 1997
J.D.
University of Michigan-Dearborn 1991 — 1993
BA, Political Science
Stevenson High School
UBS February 2014 - Present
UBS Wealth Management December 2006 - February 2014
UBS Wealth Management May 2004 - December 2006
US Securities and Exchange Commission April 2000 - May 2004
Kozyak Tropin and Throckmorton, P.A. August 1999 - April 2000
U.S. District Court - Southern District of Florida August 1997 - August 1999
Skills
Litigation, Securities, Securities Regulation, FCPA, Legal Compliance, FINRA, Corporate Governance, Trials, Securities Litigation, Legal Research, Commercial Litigation, Arbitration, Mediation, Corporate Law, Due Diligence, Hedge Funds, Fraud, Legal Writing, Civil Litigation, Anti Money Laundering
Education
University of Miami School of Law 1994 — 1997
J.D.
University of Michigan-Dearborn 1991 — 1993
BA, Political Science
Stevenson High School
David Down's UBS Wealth Management Experience 2000 - 2010
Job Business Analyst / Consultant
Industry Financial Services
Experience
Broadridge Financial 2012 - Present
UBS Wealth Management 2000 - 2010
Paine Webber 1995 - 2000
Kidder Peabody 1985 - 1995
Skills
Wealth Management, Regulatory Reporting, Fixed Income, Trading, Business Analysis, IT Management, Product Management, Client Relationship..., CRM, Cross-functional Team..., SDLC, Banking, Project Management, Management
Education
University of Massachusetts, Amherst
BA
Broadridge Financial 2012 - Present
UBS Wealth Management 2000 - 2010
Paine Webber 1995 - 2000
Kidder Peabody 1985 - 1995
Skills
Wealth Management, Regulatory Reporting, Fixed Income, Trading, Business Analysis, IT Management, Product Management, Client Relationship..., CRM, Cross-functional Team..., SDLC, Banking, Project Management, Management
Education
University of Massachusetts, Amherst
BA
Eric Halper's UBS Wealth Management Experience April 2010 - March 2012
Job Director, Emerging Market Portfolio Specialist
Industry Investment Management
Experience
Emerging Global Advisors March 2012 - Present
UBS Wealth Management April 2010 - March 2012
UBS Wealth Management May 2009 - April 2010
UBS Wealth Management June 2007 - April 2009
Skills
Marketing, Communications, Client Coverage, Wealth Management, Alternative Investments, Strategy, Sales, Sales Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Miami 2003 — 2007
Bachelor of Business Administration, Political Science
Livingston High School 1999 — 2003
Emerging Global Advisors March 2012 - Present
UBS Wealth Management April 2010 - March 2012
UBS Wealth Management May 2009 - April 2010
UBS Wealth Management June 2007 - April 2009
Skills
Marketing, Communications, Client Coverage, Wealth Management, Alternative Investments, Strategy, Sales, Sales Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Miami 2003 — 2007
Bachelor of Business Administration, Political Science
Livingston High School 1999 — 2003
Emily Pearsons's UBS Wealth Management Experience October 2007 - June 2008
Job Senior Registered Associate
Industry Financial Services
Experience
The Kenary Group July 2013 - Present
New England Wealth Management June 2008 - July 2013
UBS Wealth Management October 2007 - June 2008
Skills
Wealth Management
Education
University of Massachusetts Dartmouth 2002 — 2005
BFA, Photography/Electronic Imaging
The Kenary Group July 2013 - Present
New England Wealth Management June 2008 - July 2013
UBS Wealth Management October 2007 - June 2008
Skills
Wealth Management
Education
University of Massachusetts Dartmouth 2002 — 2005
BFA, Photography/Electronic Imaging
David Sonnenschein's UBS Wealth Management Experience May 2000 - February 2008
Job Sr. Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
UBS Wealth Management May 2000 - February 2008
Merrill Lynch October 1983 - May 2000
Education
University of Michigan Business School 1977 — 1980
Masters Business Administration, Finance
University of Michigan 1972 — 1976
Bachelors of Business Administration, Marketing
Morgan Stanley February 2008 - Present
UBS Wealth Management May 2000 - February 2008
Merrill Lynch October 1983 - May 2000
Education
University of Michigan Business School 1977 — 1980
Masters Business Administration, Finance
University of Michigan 1972 — 1976
Bachelors of Business Administration, Marketing
Roger Norris's UBS Wealth Management Experience November 2006 - August 2009
Job Senior Vice President and Branch Manager at Dougherty & Company LLC
Industry
Experience
Dougherty & Company LLC February 2014 - Present
Oppenheimer & Co. December 2009 - February 2014
UBS Wealth Management November 2006 - August 2009
Piper Jaffray November 1991 - August 2006
Education
St Thomas academy
University of Minnesota-Twin Cities
BA, Agri-Business
Dougherty & Company LLC February 2014 - Present
Oppenheimer & Co. December 2009 - February 2014
UBS Wealth Management November 2006 - August 2009
Piper Jaffray November 1991 - August 2006
Education
St Thomas academy
University of Minnesota-Twin Cities
BA, Agri-Business
Steven Gottlieb's UBS Wealth Management Experience September 2008 - November 2009
Job Barclays Wealth and Investment Management
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management November 2009 - Present
UBS Wealth Management September 2008 - November 2009
Lehman Brothers March 2004 - September 2008
Skills
Equities
Education
University of Michigan
BS, ECONOMICS
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management November 2009 - Present
UBS Wealth Management September 2008 - November 2009
Lehman Brothers March 2004 - September 2008
Skills
Equities
Education
University of Michigan
BS, ECONOMICS
Matthew Bragg's UBS Wealth Management Experience October 1996 - Present
Job Financial Advisor, Wealth Advisor, Portfolio Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management October 1996 - Present
Playhouse on Park November 2010 - January 2015
Education
University of Massachusetts, Amherst 1993 — 1995
Mechanical Engineering
West Springfield High School
UBS Wealth Management October 1996 - Present
Playhouse on Park November 2010 - January 2015
Education
University of Massachusetts, Amherst 1993 — 1995
Mechanical Engineering
West Springfield High School
Jeff Bertie's UBS Wealth Management Experience May 2012 - Present
Job Director UBS Wealth Management Advisory Solutions
Industry Financial Services
Experience
UBS Wealth Management May 2012 - Present
UBS Wealth Management July 2010 - May 2012
UBS Wealth Management June 2009 - August 2009
Skills
Wealth Management, Portfolio Management, VBA, Data Analysis, Investment Advisory, Excel models, Series 7, Series 66, Digital Recording, Music Production, Audio Mixing, Guitarist, Audio Editing
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Finance and Economics
UBS Wealth Management May 2012 - Present
UBS Wealth Management July 2010 - May 2012
UBS Wealth Management June 2009 - August 2009
Skills
Wealth Management, Portfolio Management, VBA, Data Analysis, Investment Advisory, Excel models, Series 7, Series 66, Digital Recording, Music Production, Audio Mixing, Guitarist, Audio Editing
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Finance and Economics
John Vaudreuil, MBA's UBS Wealth Management Experience January 2015 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2015 - Present
UBS Wealth Management June 2012 - Present
UBS Wealth Management November 2013 - January 2015
UBS Wealth Management June 2012 - November 2013
UBS Wealth Management December 2011 - April 2012
UBS Wealth Management March 2011 - September 2011
UBS Wealth Management January 2011 - April 2011
UBS Wealth Management January 2010 - August 2010
Education
University of Minnesota-Duluth 2007 — 2009
MBA, Management
University of Minnesota-Duluth 2004 — 2007
BBA, Finance, Marketing
UBS Wealth Management January 2015 - Present
UBS Wealth Management June 2012 - Present
UBS Wealth Management November 2013 - January 2015
UBS Wealth Management June 2012 - November 2013
UBS Wealth Management December 2011 - April 2012
UBS Wealth Management March 2011 - September 2011
UBS Wealth Management January 2011 - April 2011
UBS Wealth Management January 2010 - August 2010
Education
University of Minnesota-Duluth 2007 — 2009
MBA, Management
University of Minnesota-Duluth 2004 — 2007
BBA, Finance, Marketing
Craig Strong's UBS Wealth Management Experience December 2006 - April 2008
Job Investment Services Group Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
Symbios Clinical April 2008 - December 2009
UBS Wealth Management December 2006 - April 2008
Piper Jaffray September 2004 - December 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2007
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
Econ
Wayzata High School
RBC Wealth Management December 2009 - Present
Symbios Clinical April 2008 - December 2009
UBS Wealth Management December 2006 - April 2008
Piper Jaffray September 2004 - December 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2007
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
Econ
Wayzata High School
Alex Nimz's UBS Wealth Management Experience 2002 - 2004
Job Manager, Mergers and Acquisitions at Direct Energy
Industry Investment Management
Experience
Direct Energy May 2015 - Present
The Seaport Group - Structured Debt Products October 2013 - April 2015
Independent Consultant to USAID, Edge Sydney June 2012 - September 2013
GCS June 2011 - May 2012
GCS October 2009 - June 2011
Mesirow Financial 2004 - 2008
UBS Wealth Management 2002 - 2004
Prudential Securities 2000 - 2002
Skills
System Monitoring, Sustainable Agriculture, Due Diligence, Investments, Valuation, Real Estate, Energy, Structured Finance, Financial Structuring, Asset Managment, Finance, Program Management, Real Estate Economics, Renewable Energy, Risk Management, Strategy, Business Strategy, Project Management, Equities, MBS, Capital Markets, Securities, Strategic Planning, Financial Services, Portfolio Management
Education
University of New South Wales 2008 — 2010
Masters of Environmental Management, Environmental Economics
University of Miami 1995 — 1999
BBA, International Finance
Direct Energy May 2015 - Present
The Seaport Group - Structured Debt Products October 2013 - April 2015
Independent Consultant to USAID, Edge Sydney June 2012 - September 2013
GCS June 2011 - May 2012
GCS October 2009 - June 2011
Mesirow Financial 2004 - 2008
UBS Wealth Management 2002 - 2004
Prudential Securities 2000 - 2002
Skills
System Monitoring, Sustainable Agriculture, Due Diligence, Investments, Valuation, Real Estate, Energy, Structured Finance, Financial Structuring, Asset Managment, Finance, Program Management, Real Estate Economics, Renewable Energy, Risk Management, Strategy, Business Strategy, Project Management, Equities, MBS, Capital Markets, Securities, Strategic Planning, Financial Services, Portfolio Management
Education
University of New South Wales 2008 — 2010
Masters of Environmental Management, Environmental Economics
University of Miami 1995 — 1999
BBA, International Finance
Nicole Moshell's UBS Wealth Management Experience July 2013 - Present
Job Internal Communications at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2013 - Present
UBS Wealth Management August 2011 - July 2013
UBS Financial Services September 2010 - May 2011
iN DEMAND June 2010 - August 2010
Apple & Eve May 2010 - August 2010
Wilhelmina Models January 2010 - May 2010
Elite Model Management May 2009 - August 2009
Network Recovery Services May 2008 - August 2008
Skills
Series 7, Marketing, HTML, Marketing Strategy, Marketing Communications, Series 66, Wealth Management, Internal Communications
Education
University of Miami - School of Business 2007 — 2011
Bachelors in Business Administration
UBS Wealth Management July 2013 - Present
UBS Wealth Management August 2011 - July 2013
UBS Financial Services September 2010 - May 2011
iN DEMAND June 2010 - August 2010
Apple & Eve May 2010 - August 2010
Wilhelmina Models January 2010 - May 2010
Elite Model Management May 2009 - August 2009
Network Recovery Services May 2008 - August 2008
Skills
Series 7, Marketing, HTML, Marketing Strategy, Marketing Communications, Series 66, Wealth Management, Internal Communications
Education
University of Miami - School of Business 2007 — 2011
Bachelors in Business Administration
Dan Ketchum, AIF®, CRPS®'s UBS Wealth Management Experience 1995 - 2004
Job Retirement Plan Advisor/Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. August 2004 - Present
UBS Wealth Management 1995 - 2004
Merrill Lynch 1988 - 1995
Skills
Retirement Planning, Financial Services, Investment Advisory, Investments, Series 7, Mutual Funds, Asset Allocation, Strategic Financial..., Wealth Management, Securities, 401k, Retirement, Financial Advisory, Series 63, Financial Planning
Education
University of Massachusetts, Amherst 1978 — 1981
Bachelor’s Degree, Business Administration and Management, General
Raymond James Financial Services, Inc. August 2004 - Present
UBS Wealth Management 1995 - 2004
Merrill Lynch 1988 - 1995
Skills
Retirement Planning, Financial Services, Investment Advisory, Investments, Series 7, Mutual Funds, Asset Allocation, Strategic Financial..., Wealth Management, Securities, 401k, Retirement, Financial Advisory, Series 63, Financial Planning
Education
University of Massachusetts, Amherst 1978 — 1981
Bachelor’s Degree, Business Administration and Management, General
Diana Ash's UBS Wealth Management Experience October 2010 - November 2014
Job at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
UBS Wealth Management October 2010 - November 2014
Raymond James Financial Inc. June 2006 - October 2010
Bank of America May 2003 - June 2006
Skills
Banking, Financial Analysis, Risk Management, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Windows, Budgets, Project Management, Credit, Series 7, Series 24, Mutual Funds
Education
HB plant High School
University of Miami
Citi November 2014 - Present
UBS Wealth Management October 2010 - November 2014
Raymond James Financial Inc. June 2006 - October 2010
Bank of America May 2003 - June 2006
Skills
Banking, Financial Analysis, Risk Management, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Windows, Budgets, Project Management, Credit, Series 7, Series 24, Mutual Funds
Education
HB plant High School
University of Miami
Anthony Vitagliano's UBS Wealth Management Experience September 2004 - Present
Job Financial Advisor , First Vice PresidentInvestments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2004 - Present
Morgan Stanley September 1997 - September 2004
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning
Education
University of Miami - School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance
University of Miami
UBS Wealth Management September 2004 - Present
Morgan Stanley September 1997 - September 2004
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning
Education
University of Miami - School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance
University of Miami
James Wesman's UBS Wealth Management Experience June 2008 - July 2009
Job Senior Research Associate at Raymond James
Industry Investment Management
Experience
Raymond James & Associates, Inc December 2010 - Present
Sound Harbor Partners June 2010 - October 2010
UBS Wealth Management June 2008 - July 2009
Education
University of Miami 2006 — 2010
Bachelor of Business Administration, Major: Finance; Minor: History
Raymond James & Associates, Inc December 2010 - Present
Sound Harbor Partners June 2010 - October 2010
UBS Wealth Management June 2008 - July 2009
Education
University of Miami 2006 — 2010
Bachelor of Business Administration, Major: Finance; Minor: History
Jorge C. Mendieta's UBS Wealth Management Experience August 2002 - March 2006
Job Senior Project Manager VP, HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank April 2015 - Present
HSBC Private Bank June 2012 - March 2015
HSBC Private Bank January 2009 - June 2012
HSBC Private Bank March 2006 - January 2009
UBS Wealth Management August 2002 - March 2006
Prudential Financial September 2000 - August 2002
Skills
Private Banking, Risk Management, Operational Risk..., Change Management, Business Analysis, Wealth Management, Compliance, FATCA, Dodd-Frank, Remediation, Suitability, Wealth Management..., Investment Banking, Fixed Income, Financial Services, Equities, Relationship Management, AML, Asset Management, Credit, Retail Banking, Derivatives, Mutual Funds, Financial Risk, Banking, Investments, Hedge Funds, Financial Markets, Finance
Education
University of Miami - School of Business 1998 — 2000
MBA, International Business
HSBC Private Bank April 2015 - Present
HSBC Private Bank June 2012 - March 2015
HSBC Private Bank January 2009 - June 2012
HSBC Private Bank March 2006 - January 2009
UBS Wealth Management August 2002 - March 2006
Prudential Financial September 2000 - August 2002
Skills
Private Banking, Risk Management, Operational Risk..., Change Management, Business Analysis, Wealth Management, Compliance, FATCA, Dodd-Frank, Remediation, Suitability, Wealth Management..., Investment Banking, Fixed Income, Financial Services, Equities, Relationship Management, AML, Asset Management, Credit, Retail Banking, Derivatives, Mutual Funds, Financial Risk, Banking, Investments, Hedge Funds, Financial Markets, Finance
Education
University of Miami - School of Business 1998 — 2000
MBA, International Business
Randy McClellan's UBS Wealth Management Experience January 2002 - February 2003
Job The McClellan Group
Industry Financial Services
Experience
The McClellan Group October 2002 - Present
TEC - Telephone Electronics Corporation May 2014 - July 2015
Yellowbook 2009 - 2013
EarthLink 2008 - 2009
Level 3 Communications 2005 - 2008
Verizon Business 2003 - 2005
UBS Wealth Management January 2002 - February 2003
BellSouth 1997 - 2002
Skills
Direct Sales, Salesforce.com, Account Management, Cold Calling, Solution Selling, Sales Process, Sales Management, Sales, Selling, B2B, New Business Development, Sales Presentations, Marketing, Social Media Marketing, Sales Operations, Telecommunications, Marketing Strategy, SaaS, Customer Service, Customer Retention, Team Building, Managed Services, Customer Satisfaction, Networking, Team Leadership, Call Centers, Business Development, Management
Education
University of Mississippi
BBA, Business, Management, Marketing, and Related Support Services
University of Mississippi
Bachelor of Business Administration (BBA), Accounting and Business/Management
The McClellan Group October 2002 - Present
TEC - Telephone Electronics Corporation May 2014 - July 2015
Yellowbook 2009 - 2013
EarthLink 2008 - 2009
Level 3 Communications 2005 - 2008
Verizon Business 2003 - 2005
UBS Wealth Management January 2002 - February 2003
BellSouth 1997 - 2002
Skills
Direct Sales, Salesforce.com, Account Management, Cold Calling, Solution Selling, Sales Process, Sales Management, Sales, Selling, B2B, New Business Development, Sales Presentations, Marketing, Social Media Marketing, Sales Operations, Telecommunications, Marketing Strategy, SaaS, Customer Service, Customer Retention, Team Building, Managed Services, Customer Satisfaction, Networking, Team Leadership, Call Centers, Business Development, Management
Education
University of Mississippi
BBA, Business, Management, Marketing, and Related Support Services
University of Mississippi
Bachelor of Business Administration (BBA), Accounting and Business/Management
Carolynn Ranftle's UBS Wealth Management Experience 1999 - 2006
Job
Industry
Experience
Rutland Historical Society 2010 - 2013
Rutland Historical Society 2008 - 2010
UBS Wealth Management 1999 - 2006
UBS Wealth Management Americas 1999 - 2006
AIG September 1996 - September 1999
IBM November 1982 - August 1993
Skills
Data Architecture, Data Warehousing, IT Strategy, Data Modeling, Database Administration, Business Analysis, Risk Management, Asset Management, Databases
Education
University of Michigan 1961 — 1965
BA, Math for Secondary Ed
Rutland Historical Society 2010 - 2013
Rutland Historical Society 2008 - 2010
UBS Wealth Management 1999 - 2006
UBS Wealth Management Americas 1999 - 2006
AIG September 1996 - September 1999
IBM November 1982 - August 1993
Skills
Data Architecture, Data Warehousing, IT Strategy, Data Modeling, Database Administration, Business Analysis, Risk Management, Asset Management, Databases
Education
University of Michigan 1961 — 1965
BA, Math for Secondary Ed
Ted Pavlovich's UBS Wealth Management Experience September 1994 - July 2005
Job Manager & Financial Services Professional
Industry Financial Services
Experience
Bluewater Capital Advisors November 2011 - August 2015
Raymond James Financial, Inc. July 2005 - February 2011
UBS Wealth Management September 1994 - July 2005
Piper Jaffray July 1983 - September 1994
Skills
Wealth Management, Portfolio Management, Finance, Financial Planning, Financial Services, Asset Management, Sales and Marketing, Leadership/Communication
Education
UM Duluth Minnesota 1976 — 1981
Business Administration
University of Minnesota Duluth
Business Administration and Management, General
Bluewater Capital Advisors November 2011 - August 2015
Raymond James Financial, Inc. July 2005 - February 2011
UBS Wealth Management September 1994 - July 2005
Piper Jaffray July 1983 - September 1994
Skills
Wealth Management, Portfolio Management, Finance, Financial Planning, Financial Services, Asset Management, Sales and Marketing, Leadership/Communication
Education
UM Duluth Minnesota 1976 — 1981
Business Administration
University of Minnesota Duluth
Business Administration and Management, General
Autumn Jiang's UBS Wealth Management Experience February 2006 - November 2007
Job property controller at Paramount Group
Industry Real Estate
Experience
Paramount Group June 2014 - Present
Vornado Realty Trust November 2007 - June 2014
UBS Wealth Management February 2006 - November 2007
Skills
proficent with VBA and...
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2002
Master's degree, Accounting and Finance
Paramount Group June 2014 - Present
Vornado Realty Trust November 2007 - June 2014
UBS Wealth Management February 2006 - November 2007
Skills
proficent with VBA and...
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2002
Master's degree, Accounting and Finance
Pallavi Khanna's UBS Wealth Management Experience July 2006 - Present
Job Authorized Officer at UBS Wealth Management
Industry
Experience
UBS Wealth Management July 2006 - Present
Education
University of Massachusetts at Lowell 1999 — 2001
Master of Science (MS), Computer Engineering, A
UBS Wealth Management July 2006 - Present
Education
University of Massachusetts at Lowell 1999 — 2001
Master of Science (MS), Computer Engineering, A
Jordan Zecher's UBS Wealth Management Experience June 2012 - August 2012
Job Student at University of Michigan
Industry
Experience
Wash On Wheels LLC May 2014 - Present
Keyhole Financial Services June 2013 - Present
UBS Wealth Management June 2012 - August 2012
Driftwood Day Camp June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Michigan 2011 — 2015
Syosset High School 2008 — 2011
Wash On Wheels LLC May 2014 - Present
Keyhole Financial Services June 2013 - Present
UBS Wealth Management June 2012 - August 2012
Driftwood Day Camp June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Michigan 2011 — 2015
Syosset High School 2008 — 2011
Michelle Hoey-Brooks's UBS Wealth Management Experience 2000 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management 2000 - 2004
Merrill Lynch 1996 - 1997
Merrill Lynch 1992 - 1996
Education
UMass Boston 1985 — 1990
Social Psychology
UBS Wealth Management 2000 - 2004
Merrill Lynch 1996 - 1997
Merrill Lynch 1992 - 1996
Education
UMass Boston 1985 — 1990
Social Psychology
Jennifer Monty's UBS Wealth Management Experience 1999 - 2003
Job
Industry Financial Services
Experience
UBS Wealth Management 1999 - 2003
Education
University of Minnesota-Twin Cities
BA, Economics
UBS Wealth Management 1999 - 2003
Education
University of Minnesota-Twin Cities
BA, Economics
Tim Hadden's UBS Wealth Management Experience September 2012 - Present
Job Analyst, Restructuring Group at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2012 - Present
Cowen and Company June 2010 - September 2012
Deutsche Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor's degree, Finance, General
UBS Wealth Management September 2012 - Present
Cowen and Company June 2010 - September 2012
Deutsche Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor's degree, Finance, General