UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Corinne Crabs Corinne Crabs's UBS Wealth Management Experience November 2008 - Present
Job First Vice President, Portfolio Manager, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Smith Barney December 1987 - November 2008
The Rainier Club October 2006 - October 2008
The Rainier Club November 2004 - November 2006
Northwest Medical June 1986 - December 1987
Skills
Strategic Financial..., Sales, Investments
Education
University of Oregon 1982 — 1986
B.S., Economics
UBS Wealth Management November 2008 - Present
Smith Barney December 1987 - November 2008
The Rainier Club October 2006 - October 2008
The Rainier Club November 2004 - November 2006
Northwest Medical June 1986 - December 1987
Skills
Strategic Financial..., Sales, Investments
Education
University of Oregon 1982 — 1986
B.S., Economics
Julio E. Carrera Julio E. Carrera's UBS Wealth Management Experience June 2014 - August 2014
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
UBS Wealth Management June 2014 - August 2014
Oriental Bank June 2013 - August 2013
Carrion, Laffitte & Casellas July 2012 - August 2012
Skills
Getting The Job Done, Credit, Analysis, Credit Risk, Microsoft Word, Spanish, Finance, Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Corporate Finance
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance with a Minor in Peace Studies
Colegio San Ignacio de Loyola 2006 — 2011
BMO Capital Markets July 2015 - Present
UBS Wealth Management June 2014 - August 2014
Oriental Bank June 2013 - August 2013
Carrion, Laffitte & Casellas July 2012 - August 2012
Skills
Getting The Job Done, Credit, Analysis, Credit Risk, Microsoft Word, Spanish, Finance, Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Corporate Finance
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance with a Minor in Peace Studies
Colegio San Ignacio de Loyola 2006 — 2011
Andres Panza, CFA Andres Panza, CFA's UBS Wealth Management Experience October 2006 - May 2008
Job MBA/MA Candidate at The Wharton School / Lauder Institute
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Private Equity June 2015 - August 2015
The Carlyle Group January 2013 - May 2014
The Carlyle Group August 2011 - December 2012
Strategic Investment Group June 2008 - August 2011
UBS Wealth Management October 2006 - May 2008
Skills
Real Estate, Valuation, Financial Modeling, Private Equity, Asset Management, Capital Markets, Venture Capital, Due Diligence, Analysis, Fixed Income, Investments, Structured Finance, Corporate Finance, Investment Banking, Alternative Investments, Real Estate Economics, Equities, Financial Analysis, LBO, Start-ups, Hedge Funds, Emerging Markets, Mergers & Acquisitions, Equity Research, Portfolio Management, Business Valuation, Corporate Development, Bloomberg, Investment Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies, Latin America
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics, Economics
Georgetown Preparatory School 2000 — 2004
Morgan Stanley Private Equity June 2015 - August 2015
The Carlyle Group January 2013 - May 2014
The Carlyle Group August 2011 - December 2012
Strategic Investment Group June 2008 - August 2011
UBS Wealth Management October 2006 - May 2008
Skills
Real Estate, Valuation, Financial Modeling, Private Equity, Asset Management, Capital Markets, Venture Capital, Due Diligence, Analysis, Fixed Income, Investments, Structured Finance, Corporate Finance, Investment Banking, Alternative Investments, Real Estate Economics, Equities, Financial Analysis, LBO, Start-ups, Hedge Funds, Emerging Markets, Mergers & Acquisitions, Equity Research, Portfolio Management, Business Valuation, Corporate Development, Bloomberg, Investment Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies, Latin America
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics, Economics
Georgetown Preparatory School 2000 — 2004
Jeff Hill's UBS Wealth Management Experience April 2015 - Present
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
CallidusCloud March 2014 - March 2015
Gar Woods Grill & Pier June 2004 - February 2014
Summit Funding, Inc. January 2006 - October 2006
Valin Corporation June 2001 - August 2003
Skills
Sales, Marketing, Marketing Strategy, Management, Sales Management, Event Planning, Inventory Management, Time Management, Business Strategy, Social Media Marketing, Cold Calling, Social Media, Business Development, Social Networking, Customer Service
Education
University of Nevada-Reno 2003 — 2007
B.S., Business Administration Major in Management & Minor in Economics
Monte Vista High School 1999 — 2003
UBS Wealth Management April 2015 - Present
CallidusCloud March 2014 - March 2015
Gar Woods Grill & Pier June 2004 - February 2014
Summit Funding, Inc. January 2006 - October 2006
Valin Corporation June 2001 - August 2003
Skills
Sales, Marketing, Marketing Strategy, Management, Sales Management, Event Planning, Inventory Management, Time Management, Business Strategy, Social Media Marketing, Cold Calling, Social Media, Business Development, Social Networking, Customer Service
Education
University of Nevada-Reno 2003 — 2007
B.S., Business Administration Major in Management & Minor in Economics
Monte Vista High School 1999 — 2003
Drew Pinson Drew Pinson's UBS Wealth Management Experience June 2006 - September 2006
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock August 2012 - Present
BlackRock May 2011 - July 2012
Cogent Valuation June 2009 - May 2011
CTC Consulting July 2008 - June 2009
U of O Investment Group October 2005 - June 2008
UBS Wealth Management June 2006 - September 2006
Education
University of Oregon 2004 — 2008
BS with Honors, Business Administration
BlackRock August 2012 - Present
BlackRock May 2011 - July 2012
Cogent Valuation June 2009 - May 2011
CTC Consulting July 2008 - June 2009
U of O Investment Group October 2005 - June 2008
UBS Wealth Management June 2006 - September 2006
Education
University of Oregon 2004 — 2008
BS with Honors, Business Administration
John-Paul Savory John-Paul Savory's UBS Wealth Management Experience June 2012 - September 2012
Job Corporate Finance Intern Intel Corporation
Industry Investment Management
Experience
Nike August 2015 - Present
Intel Corporation June 2014 - September 2014
Peak Capital Partners June 2013 - September 2013
UBS Wealth Management June 2012 - September 2012
University of Oregon Department of Economics April 2012 - July 2012
Frazier Hunnicutt Financial June 2011 - September 2011
We the Media, Inc June 2009 - September 2011
Skills
Microsoft Excel, Bonds, Analysis, Investments, Financial Analysis, Finance, Asset Management, Portfolio Management, Program Management, Databases, Research, Economics, Financial Modeling, Private Equity, Retirement Planning, Venture Capital
Education
University of Oregon 2012 — 2015
Bachelor’s Degree, Economics, Unweighted GPA: 4.0
Nike August 2015 - Present
Intel Corporation June 2014 - September 2014
Peak Capital Partners June 2013 - September 2013
UBS Wealth Management June 2012 - September 2012
University of Oregon Department of Economics April 2012 - July 2012
Frazier Hunnicutt Financial June 2011 - September 2011
We the Media, Inc June 2009 - September 2011
Skills
Microsoft Excel, Bonds, Analysis, Investments, Financial Analysis, Finance, Asset Management, Portfolio Management, Program Management, Databases, Research, Economics, Financial Modeling, Private Equity, Retirement Planning, Venture Capital
Education
University of Oregon 2012 — 2015
Bachelor’s Degree, Economics, Unweighted GPA: 4.0
Kartik Bhamidipati Kartik Bhamidipati's UBS Wealth Management Experience October 2013 - May 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - Present
Wharton Small Business Development Center September 2014 - Present
The Wharton School August 2014 - Present
Perelman School of Medicine at the University of Pennsylvania July 2014 - Present
Graham Partners May 2014 - July 2014
UBS Wealth Management October 2013 - May 2014
The Wharton School May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop, Market Research
Education
University of Pennslyvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Economics
Great Valley High School 2008 — 2012
SAT: 2380
J.P. Morgan June 2015 - Present
Wharton Small Business Development Center September 2014 - Present
The Wharton School August 2014 - Present
Perelman School of Medicine at the University of Pennsylvania July 2014 - Present
Graham Partners May 2014 - July 2014
UBS Wealth Management October 2013 - May 2014
The Wharton School May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop, Market Research
Education
University of Pennslyvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Economics
Great Valley High School 2008 — 2012
SAT: 2380
Shyamal Swami Shyamal Swami's UBS Wealth Management Experience May 2012 - August 2012
Job Investment Banking Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. December 2013 - Present
Comcast Cable May 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
UBS Wealth Management May 2012 - August 2012
Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Investment Banking, Investments, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2014
B.S. Business Administration, Corporate Finance
Casady
Harris Williams & Co. December 2013 - Present
Comcast Cable May 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
UBS Wealth Management May 2012 - August 2012
Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Investment Banking, Investments, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2014
B.S. Business Administration, Corporate Finance
Casady
Alisha Smith's UBS Wealth Management Experience January 2014 - Present
Job Associate Director at UBS Wealth Management
Industry Investment Banking
Experience
UBS Wealth Management January 2014 - Present
United States Department of Defense 2013 - January 2014
United States Department of Defense November 2011 - January 2013
United States Department of Defense May 2008 - November 2011
NATO January 2010 - October 2010
United States Department of Defense May 2007 - May 2008
Skills
Business Process..., Project Management, Six Sigma, Financial Modeling, Strategic Planning, Data Analysis, Stakeholder Management, Performance Management, Budget Monitoring, Operations Management, Financial Risk..., Training, Balanced Scorecard, Process Improvement
Education
Villanova University 2013 — 2013
Certification, Six Sigma Green/Black Belt
University of New Hampshire 2003 — 2007
Bachelor of Arts (B.A.), Behavioral Sciences
UBS Wealth Management January 2014 - Present
United States Department of Defense 2013 - January 2014
United States Department of Defense November 2011 - January 2013
United States Department of Defense May 2008 - November 2011
NATO January 2010 - October 2010
United States Department of Defense May 2007 - May 2008
Skills
Business Process..., Project Management, Six Sigma, Financial Modeling, Strategic Planning, Data Analysis, Stakeholder Management, Performance Management, Budget Monitoring, Operations Management, Financial Risk..., Training, Balanced Scorecard, Process Improvement
Education
Villanova University 2013 — 2013
Certification, Six Sigma Green/Black Belt
University of New Hampshire 2003 — 2007
Bachelor of Arts (B.A.), Behavioral Sciences
Erik Oros, CFA, CAIA's UBS Wealth Management Experience August 2011 - March 2013
Job Research Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners March 2013 - Present
UBS Wealth Management August 2011 - March 2013
FTI Consulting July 2010 - August 2010
Sol C. Snider Entrepreneurial Research Center September 2009 - June 2010
FTI Consulting June 2009 - August 2009
Global Domain Partners LLC June 2007 - September 2007
Global Domain Partners LLC June 2006 - August 2006
Skills
Alternative Investments, Quantitative Investing, Manager Research, Security Analysis, Asset Allocation, Portfolio Management, Derivatives, Access, Java, VBA, Matlab, Oracle Crystal Ball, Wolfram Mathematica, Morningstar, FactSet, Bloomberg Professional, Research, Bloomberg, Economics, Investments, Mathematica, Equities, Financial Analysis, Investment Strategies
Education
University of Pennsylvania 2008 — 2011
B.A., Dual Degree in Math and Economics
McDonogh School 1995 — 2008
Diploma, 2008
NYU SCPS 2011 — 2011
Certificate, Computer Science
Salient Partners March 2013 - Present
UBS Wealth Management August 2011 - March 2013
FTI Consulting July 2010 - August 2010
Sol C. Snider Entrepreneurial Research Center September 2009 - June 2010
FTI Consulting June 2009 - August 2009
Global Domain Partners LLC June 2007 - September 2007
Global Domain Partners LLC June 2006 - August 2006
Skills
Alternative Investments, Quantitative Investing, Manager Research, Security Analysis, Asset Allocation, Portfolio Management, Derivatives, Access, Java, VBA, Matlab, Oracle Crystal Ball, Wolfram Mathematica, Morningstar, FactSet, Bloomberg Professional, Research, Bloomberg, Economics, Investments, Mathematica, Equities, Financial Analysis, Investment Strategies
Education
University of Pennsylvania 2008 — 2011
B.A., Dual Degree in Math and Economics
McDonogh School 1995 — 2008
Diploma, 2008
NYU SCPS 2011 — 2011
Certificate, Computer Science
Stephanie Carroll Stephanie Carroll's UBS Wealth Management Experience 2008 - 2008
Job Management Consultant at North Highland
Industry Management Consulting
Experience
The North Highland Company November 2013 - Present
IBM Global Business Services July 2012 - October 2013
IBM Global Business Services July 2010 - June 2012
IBM Integrated Supply Chain 2009 - 2009
UBS Wealth Management 2008 - 2008
Education
University of North Carolina at Wilmington
Bachelor of Science (B.S.)
The North Highland Company November 2013 - Present
IBM Global Business Services July 2012 - October 2013
IBM Global Business Services July 2010 - June 2012
IBM Integrated Supply Chain 2009 - 2009
UBS Wealth Management 2008 - 2008
Education
University of North Carolina at Wilmington
Bachelor of Science (B.S.)
Anthony Alfidi Anthony Alfidi's UBS Wealth Management Experience August 2005 - December 2006
Job Private Investor
Industry Financial Services
Experience
Alfidi Capital August 2008 - Present
U.S. Army May 1995 - Present
Barclays Global Investors February 2007 - August 2007
UBS Wealth Management August 2005 - December 2006
Wells Capital Management January 2002 - January 2002
American Express Financial Advisors September 2000 - November 2000
Skills
Investments, Strategy, Entrepreneurship, Leadership, Finance, Program Management, Valuation, Analysis, Management, Mergers & Acquisitions, Military, Venture Capital, Military Operations, Intelligence Analysis, Executive Management, Due Diligence, Financial Modeling, Fixed Income, Logistics Management, Private Equity, Business Planning, Portfolio Management, Investment Strategies, Equities, Financial Analysis, Economic Research, Training, C4I, Competitive Intelligence, Tactical Asset..., Stock Picking, Knowledge Management, Business Intelligence, C4ISR, Capital Markets, Equity Valuation, Value Investing, Risk Arbitrage, Angel Investing, Venture Financing
Education
University of San Francisco - Masagung Graduate School of Management 2001 — 2002
MBA, Finance, 3.9
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Organization Behavior and Human Resource Management, 3.5
Alfidi Capital August 2008 - Present
U.S. Army May 1995 - Present
Barclays Global Investors February 2007 - August 2007
UBS Wealth Management August 2005 - December 2006
Wells Capital Management January 2002 - January 2002
American Express Financial Advisors September 2000 - November 2000
Skills
Investments, Strategy, Entrepreneurship, Leadership, Finance, Program Management, Valuation, Analysis, Management, Mergers & Acquisitions, Military, Venture Capital, Military Operations, Intelligence Analysis, Executive Management, Due Diligence, Financial Modeling, Fixed Income, Logistics Management, Private Equity, Business Planning, Portfolio Management, Investment Strategies, Equities, Financial Analysis, Economic Research, Training, C4I, Competitive Intelligence, Tactical Asset..., Stock Picking, Knowledge Management, Business Intelligence, C4ISR, Capital Markets, Equity Valuation, Value Investing, Risk Arbitrage, Angel Investing, Venture Financing
Education
University of San Francisco - Masagung Graduate School of Management 2001 — 2002
MBA, Finance, 3.9
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Organization Behavior and Human Resource Management, 3.5
Ana Bermudez's UBS Wealth Management Experience 2010 - 2011
Job Entrepreneur, Founder & CEO of TAGit™.
Industry Marketing and Advertising
Experience
San Diego High School Foundation June 2015 - Present
San Diego High School Alumni Association January 2015 - Present
Get TAGit™ Inc. August 2012 - Present
University of Notre Dame Institute for Latino Studies October 2013 - Present
San Diego High School Foundation 2011 - June 2015
Startup Leadership Program October 2014 - March 2015
AWM Global Advisors 2011 - 2012
UBS Wealth Management 2010 - 2011
Merrill Lynch 2006 - 2010
Bank of Ireland May 2005 - August 2005
Skills
Retirement Planning, Asset Allocation, Series 7, Wealth Management, Investments, Mutual Funds, Investment Strategies, Valuation, Alternative Investments, Small Business, Financial Modeling, Financial Analysis, Investment Advisory, Bloomberg, Portfolio Management, Risk Management, Equities, Entrepreneurship, Community Outreach, Hedge Funds, Business Development, Investment Banking, Mentoring, Social Media, Marketing Strategy, Strategic Financial..., Diversity & Inclusion, Leadership, Start-ups, Financial Planning, Marketing, Critical Thinking, Social Justice, Public Speaking, Management
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
San Diego High School 1998 — 2002
San Diego High School Foundation June 2015 - Present
San Diego High School Alumni Association January 2015 - Present
Get TAGit™ Inc. August 2012 - Present
University of Notre Dame Institute for Latino Studies October 2013 - Present
San Diego High School Foundation 2011 - June 2015
Startup Leadership Program October 2014 - March 2015
AWM Global Advisors 2011 - 2012
UBS Wealth Management 2010 - 2011
Merrill Lynch 2006 - 2010
Bank of Ireland May 2005 - August 2005
Skills
Retirement Planning, Asset Allocation, Series 7, Wealth Management, Investments, Mutual Funds, Investment Strategies, Valuation, Alternative Investments, Small Business, Financial Modeling, Financial Analysis, Investment Advisory, Bloomberg, Portfolio Management, Risk Management, Equities, Entrepreneurship, Community Outreach, Hedge Funds, Business Development, Investment Banking, Mentoring, Social Media, Marketing Strategy, Strategic Financial..., Diversity & Inclusion, Leadership, Start-ups, Financial Planning, Marketing, Critical Thinking, Social Justice, Public Speaking, Management
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
San Diego High School 1998 — 2002
Tim Hammes, CFP Tim Hammes, CFP's UBS Wealth Management Experience April 1996 - Present
Job Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management April 1996 - Present
Education
University of Nebraska-Lincoln 1987 — 1991
Bachelor's degree, Communication, Journalism, and Related Programs
Millard North High School 1984 — 1987
UBS Wealth Management April 1996 - Present
Education
University of Nebraska-Lincoln 1987 — 1991
Bachelor's degree, Communication, Journalism, and Related Programs
Millard North High School 1984 — 1987
Robert Register's UBS Wealth Management Experience May 2013 - August 2013
Job Sales & Trading Analyst at Citi
Industry Banking
Experience
Citi June 2015 - Present
UNC-Chapel Hill August 2011 - May 2015
Citi June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Trading, Social Media
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Science (B.S.) in Business Administration
UNC Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Citi June 2015 - Present
UNC-Chapel Hill August 2011 - May 2015
Citi June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Trading, Social Media
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Science (B.S.) in Business Administration
UNC Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Kaitlyn Fischer Kaitlyn Fischer's UBS Wealth Management Experience January 2011 - July 2013
Job Assistant Vice President, Product Specialist Associate at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors July 2013 - Present
UBS Wealth Management January 2011 - July 2013
UBS Wealth Management July 2009 - January 2011
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Bachelor's Degree, Finance
The Lawrenceville School 2002 — 2007
University of Richmond
Allianz Global Investors July 2013 - Present
UBS Wealth Management January 2011 - July 2013
UBS Wealth Management July 2009 - January 2011
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Bachelor's Degree, Finance
The Lawrenceville School 2002 — 2007
University of Richmond
Alex Moss Alex Moss's UBS Wealth Management Experience 2014 - 2015
Job Investment Services Advisor at PNC
Industry Financial Services
Experience
PNC 2015 - Present
UBS Wealth Management 2014 - 2015
Capitol Financial Solutions April 2014 - September 2014
Dobi Financial Group, LLC. 2013 - 2014
UNC Charlotte August 2012 - 2014
Harris Teeter September 2009 - July 2013
Bethel Presbyterian Church May 2012 - August 2012
Education
UNC Charlotte 2011 — 2014
B.S.B.A. Finance, Minor in Religious Studies, Summa Cum Laude
PNC 2015 - Present
UBS Wealth Management 2014 - 2015
Capitol Financial Solutions April 2014 - September 2014
Dobi Financial Group, LLC. 2013 - 2014
UNC Charlotte August 2012 - 2014
Harris Teeter September 2009 - July 2013
Bethel Presbyterian Church May 2012 - August 2012
Education
UNC Charlotte 2011 — 2014
B.S.B.A. Finance, Minor in Religious Studies, Summa Cum Laude
Carroll Baker Carroll Baker's UBS Wealth Management Experience September 2010 - January 2011
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
UBS Wealth Management September 2010 - January 2011
Bank of America December 2007 - May 2009
U.S. Trust September 2004 - December 2007
Skills
Series 7, Wealth Management, Series 63, Mortgage Lending, Loans, Investment Advisory, Financial Advisory, Alternative Investments, Retirement, Bloomberg, Private Banking, Relationship Management, Wealth Management..., Estate Planning, Series 65, Insurance, Life Insurance, High Net Worth...
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree
Merrill Lynch December 2012 - Present
UBS Wealth Management September 2010 - January 2011
Bank of America December 2007 - May 2009
U.S. Trust September 2004 - December 2007
Skills
Series 7, Wealth Management, Series 63, Mortgage Lending, Loans, Investment Advisory, Financial Advisory, Alternative Investments, Retirement, Bloomberg, Private Banking, Relationship Management, Wealth Management..., Estate Planning, Series 65, Insurance, Life Insurance, High Net Worth...
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree
Hannah Ahmed, CFP®'s UBS Wealth Management Experience April 2007 - January 2011
Job Investment Counselor
Industry Investment Management
Experience
Fisher Investments September 2012 - Present
Morgan Stanley Smith Barney January 2011 - September 2012
UBS Wealth Management April 2007 - January 2011
Smith Barney April 2005 - April 2007
Skills
Strategic Financial..., Retirement Plan..., Qualified Retirement..., Socially Responsible..., Philanthropy, Building Relationships, Financial Analysis, Risk Management, Investment Strategies, Fixed Income Strategies, Income Protection, Cash Flow Forecasting, Alternative Investments, Retirement Planning, Estate Planning, Financial Coaching, Budget Process, Proposal Writing, Online Research, Marketing Strategy, Business Development, 401k, 401k Rollovers, Financial Services, Event Planning, Asset Management
Education
Harvard University 2000 — 2004
BA, English and Environmental Science
The University of Montana 1997 — 1999
Piano Performance and Environmental Science
Fisher Investments September 2012 - Present
Morgan Stanley Smith Barney January 2011 - September 2012
UBS Wealth Management April 2007 - January 2011
Smith Barney April 2005 - April 2007
Skills
Strategic Financial..., Retirement Plan..., Qualified Retirement..., Socially Responsible..., Philanthropy, Building Relationships, Financial Analysis, Risk Management, Investment Strategies, Fixed Income Strategies, Income Protection, Cash Flow Forecasting, Alternative Investments, Retirement Planning, Estate Planning, Financial Coaching, Budget Process, Proposal Writing, Online Research, Marketing Strategy, Business Development, 401k, 401k Rollovers, Financial Services, Event Planning, Asset Management
Education
Harvard University 2000 — 2004
BA, English and Environmental Science
The University of Montana 1997 — 1999
Piano Performance and Environmental Science
Jim Reinert Jim Reinert's UBS Wealth Management Experience June 1999 - June 2002
Job Division President at Richmond American Homes
Industry Real Estate
Experience
Greater Orlando Builders Association October 2014 - Present
Richmond American Homes May 2014 - Present
Lennar June 2012 - May 2014
Toll Brothers June 2002 - April 2012
UBS Wealth Management June 1999 - June 2002
Skills
Land Acquisition, Feasibility Studies, Negotiation, Real Estate Due..., Entitlements, Financial Analysis, Condos, Real Estate Financing, Real Estate Economics, Real Estate Development, Residential Homes, Project Management, Zoning, Sales, Real Estate, Training, Investors, Homebuilding, Investment Properties, Purchasing, Single Family Homes, Construction, Leases, Leadership, Location Intelligence, Land Development, Contract Negotiation, Construction Management, Disposition, Management, Commercial Real Estate, Sellers, Real Estate Transactions, Due Diligence, New Home Sales, Property Management
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor of Science in Business Administration, Financial Management
Greater Orlando Builders Association October 2014 - Present
Richmond American Homes May 2014 - Present
Lennar June 2012 - May 2014
Toll Brothers June 2002 - April 2012
UBS Wealth Management June 1999 - June 2002
Skills
Land Acquisition, Feasibility Studies, Negotiation, Real Estate Due..., Entitlements, Financial Analysis, Condos, Real Estate Financing, Real Estate Economics, Real Estate Development, Residential Homes, Project Management, Zoning, Sales, Real Estate, Training, Investors, Homebuilding, Investment Properties, Purchasing, Single Family Homes, Construction, Leases, Leadership, Location Intelligence, Land Development, Contract Negotiation, Construction Management, Disposition, Management, Commercial Real Estate, Sellers, Real Estate Transactions, Due Diligence, New Home Sales, Property Management
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor of Science in Business Administration, Financial Management
William McGreevy's UBS Wealth Management Experience November 2010 - April 2012
Job Analyst at Avoric Holdings, LLC
Industry Capital Markets
Experience
Avoric Holdings, LLC June 2015 - Present
The Pizza Truck Company May 2010 - Present
Wilton Lacrosse Association May 2010 - Present
Real Pie June 2013 - May 2015
Strategas Research Partners April 2012 - May 2013
UBS Wealth Management November 2010 - April 2012
UBS Wealth Management August 2010 - October 2010
Performance Outfitters Group now After FX Customs June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Marketing, Capital Markets, Social Media Marketing, Sales, Management, Leadership, Microsoft Excel, Investments, Equities, PowerPoint, Series 7, New Business Development, Microsoft Office, Marketing Strategy, Finance, Sales Management, Bloomberg Terminal, Market Research, Digital Marketing, Financial Analysis, Social Networking, Process Improvement, Series 63, Research, Digital Media, Digital Strategy, Creative Direction, Marketing Research, Salesforce.com, Asset Management, Hedge Funds, Financial Services, Equity Research, Bloomberg, Risk Management, Portfolio Management, Trading, Asset Allocation, Project Management, Media Sales, Creative Strategy, Creative Services, Client Liaison, New Business Generation, Corporate Communications, Media Planning, Automotive Marketing, Automotive Sales, Automotive Products, Automotive Finance
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor's Degree, Political Science with a Concentration in Business
Wilton High School 2002 — 2006
Avoric Holdings, LLC June 2015 - Present
The Pizza Truck Company May 2010 - Present
Wilton Lacrosse Association May 2010 - Present
Real Pie June 2013 - May 2015
Strategas Research Partners April 2012 - May 2013
UBS Wealth Management November 2010 - April 2012
UBS Wealth Management August 2010 - October 2010
Performance Outfitters Group now After FX Customs June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Marketing, Capital Markets, Social Media Marketing, Sales, Management, Leadership, Microsoft Excel, Investments, Equities, PowerPoint, Series 7, New Business Development, Microsoft Office, Marketing Strategy, Finance, Sales Management, Bloomberg Terminal, Market Research, Digital Marketing, Financial Analysis, Social Networking, Process Improvement, Series 63, Research, Digital Media, Digital Strategy, Creative Direction, Marketing Research, Salesforce.com, Asset Management, Hedge Funds, Financial Services, Equity Research, Bloomberg, Risk Management, Portfolio Management, Trading, Asset Allocation, Project Management, Media Sales, Creative Strategy, Creative Services, Client Liaison, New Business Generation, Corporate Communications, Media Planning, Automotive Marketing, Automotive Sales, Automotive Products, Automotive Finance
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor's Degree, Political Science with a Concentration in Business
Wilton High School 2002 — 2006
Erica Slesinger's UBS Wealth Management Experience August 2011 - June 2013
Job Production Coordinator
Industry Marketing and Advertising
Experience
Autoshop Solutions November 2014 - Present
Autoshop Solutions August 2013 - November 2014
UBS Wealth Management August 2011 - June 2013
The New Yorker Magazine August 2010 - August 2011
Orange County Partnership to End Homelessness August 2009 - January 2010
No Regret Productions April 2009 - August 2009
UNC School of Journalism and Mass Communication January 2009 - May 2009
Education
University of North Carolina at Chapel Hill 2006 — 2010
B.A., Journalism and Mass Communication - Public Relations
Autoshop Solutions November 2014 - Present
Autoshop Solutions August 2013 - November 2014
UBS Wealth Management August 2011 - June 2013
The New Yorker Magazine August 2010 - August 2011
Orange County Partnership to End Homelessness August 2009 - January 2010
No Regret Productions April 2009 - August 2009
UNC School of Journalism and Mass Communication January 2009 - May 2009
Education
University of North Carolina at Chapel Hill 2006 — 2010
B.A., Journalism and Mass Communication - Public Relations
Ruth Goodman, SPHR Ruth Goodman, SPHR's UBS Wealth Management Experience 2000 - 2006
Job Manager, Talent & Organizational Development at Federal Reserve Information Technology
Industry Human Resources
Experience
Federal Reserve Information Technology March 2012 - Present
Intrepid Learning January 2011 - March 2012
University of Phoenix 2009 - 2012
Wells Fargo (formerly Wachovia) 2006 - 2010
UBS Wealth Management 2000 - 2006
UBS/PaineWebber 1989 - 2000
PaineWebber 1988 - 1998
Skills
Executive Coaching, Leadership Development, Organizational..., Talent Management, Succession Planning, Leadership, Workforce Planning, Performance Management, Strategy, Change Management, Human Resources, Cross-functional Team..., Coaching, Management, Career Development, Program Management, Workshop Facilitation, Staff Development, Consulting, Mergers & Acquisitions
Education
University of Phoenix
M.A., Organizational Management
Federal Reserve Information Technology March 2012 - Present
Intrepid Learning January 2011 - March 2012
University of Phoenix 2009 - 2012
Wells Fargo (formerly Wachovia) 2006 - 2010
UBS Wealth Management 2000 - 2006
UBS/PaineWebber 1989 - 2000
PaineWebber 1988 - 1998
Skills
Executive Coaching, Leadership Development, Organizational..., Talent Management, Succession Planning, Leadership, Workforce Planning, Performance Management, Strategy, Change Management, Human Resources, Cross-functional Team..., Coaching, Management, Career Development, Program Management, Workshop Facilitation, Staff Development, Consulting, Mergers & Acquisitions
Education
University of Phoenix
M.A., Organizational Management
Matthew Paglia Matthew Paglia's UBS Wealth Management Experience June 2014 - October 2014
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
UBS Wealth Management June 2014 - October 2014
Cantor Gaming June 2013 - August 2013
Palms Casino Resort February 2011 - April 2012
Education
University of Nevada-Las Vegas 2010 — 2014
Bachelor of Science (BS), Accounting
Bishop Gorman High School 2006 — 2010
Deloitte September 2015 - Present
UBS Wealth Management June 2014 - October 2014
Cantor Gaming June 2013 - August 2013
Palms Casino Resort February 2011 - April 2012
Education
University of Nevada-Las Vegas 2010 — 2014
Bachelor of Science (BS), Accounting
Bishop Gorman High School 2006 — 2010
Hunter Dawson Hunter Dawson's UBS Wealth Management Experience May 2014 - August 2014
Job Junior Associate at Capital A Partners
Industry Financial Services
Experience
Kenan-Flagler Business School UBSA August 2015 - Present
Capital A Partners May 2015 - Present
Buzz Enterprises, LLC February 2015 - Present
UNC Finance Society April 2014 - May 2015
UBS Wealth Management May 2014 - August 2014
Skills
Portfolio Management, Wealth Management, Financial Analysis, Finance, Financial Services, Economics, Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2013 — 2017
Kenan-Flagler Business School UBSA August 2015 - Present
Capital A Partners May 2015 - Present
Buzz Enterprises, LLC February 2015 - Present
UNC Finance Society April 2014 - May 2015
UBS Wealth Management May 2014 - August 2014
Skills
Portfolio Management, Wealth Management, Financial Analysis, Finance, Financial Services, Economics, Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2013 — 2017
Jake Filip Jake Filip's UBS Wealth Management Experience July 2011 - November 2011
Job Treasury Analyst at Ally Financial Inc.
Industry Financial Services
Experience
University of North Carolina at Chapel Hill September 2010 - May 2013
UBS Wealth Management July 2011 - November 2011
Skills
PowerPoint, Portfolio Management, Financial Analysis, Microsoft Office, Financial Modeling, Social Media, Microsoft Excel, Microsoft Word, HTML, Legal Research
Education
University of North Carolina at Chapel Hill 2009 — 2013
BA, Economics, Philosophy
University of North Carolina at Chapel Hill September 2010 - May 2013
UBS Wealth Management July 2011 - November 2011
Skills
PowerPoint, Portfolio Management, Financial Analysis, Microsoft Office, Financial Modeling, Social Media, Microsoft Excel, Microsoft Word, HTML, Legal Research
Education
University of North Carolina at Chapel Hill 2009 — 2013
BA, Economics, Philosophy
Stacey Schwab Stacey Schwab's UBS Wealth Management Experience July 2008 - December 2009
Job Capital Introductions at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Goldman Sachs Asset Management November 2009 - July 2011
UBS Wealth Management July 2008 - December 2009
UBS Wealth Management May 2006 - July 2008
Skills
Series 7, Finance, Equities, Asset Management, Mutual Funds, Alternative Investments, Valuation, Fixed Income, Hedge Funds, Bloomberg
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
University of Wisconsin-Madison 2002 — 2006
BA, Communications
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Goldman Sachs Asset Management November 2009 - July 2011
UBS Wealth Management July 2008 - December 2009
UBS Wealth Management May 2006 - July 2008
Skills
Series 7, Finance, Equities, Asset Management, Mutual Funds, Alternative Investments, Valuation, Fixed Income, Hedge Funds, Bloomberg
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
University of Wisconsin-Madison 2002 — 2006
BA, Communications
Erin Leonard Erin Leonard's UBS Wealth Management Experience 2006 - 2009
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
SEFCU May 2011 - May 2013
Garrison Financial October 2009 - May 2011
UBS Wealth Management 2006 - 2009
Dion Money Management 2003 - 2006
Education
University of Pennsylvania 1997 — 2001
BA, Sociology
Fidelity Investments May 2013 - Present
SEFCU May 2011 - May 2013
Garrison Financial October 2009 - May 2011
UBS Wealth Management 2006 - 2009
Dion Money Management 2003 - 2006
Education
University of Pennsylvania 1997 — 2001
BA, Sociology
Rimma Khafizova Rimma Khafizova's UBS Wealth Management Experience 2006 - 2006
Job Finance Professional
Industry Financial Services
Experience
One Stone Energy Partners October 2010 - Present
Compass Advisers July 2007 - September 2010
UBS Wealth Management 2006 - 2006
Education
University of Pennsylvania 2003 — 2007
BS & BA, Finance, International Studies, Psychology
University of Pennsylvania - The Wharton School 2003 — 2007
One Stone Energy Partners October 2010 - Present
Compass Advisers July 2007 - September 2010
UBS Wealth Management 2006 - 2006
Education
University of Pennsylvania 2003 — 2007
BS & BA, Finance, International Studies, Psychology
University of Pennsylvania - The Wharton School 2003 — 2007
Erwin Skip Sorensen Erwin Skip Sorensen's UBS Wealth Management Experience September 2007 - April 2009
Job Behavioral Finance Specialist at Income for Life Advisors
Industry Financial Services
Experience
Income for Life Advisors April 2009 - Present
UBS Wealth Management September 2007 - April 2009
Pacific Life April 2005 - September 2007
Pacific Life June 1994 - March 2005
Sorensen Financial Management January 1985 - June 1994
Skills
Retirement Planning, Asset Allocation, Fixed Annuities, Retirement, Strategic Financial..., Alternative Investments, Life Insurance, Qualified Retirement..., Financial Services, Wealth Management, Investment Management, Finance, Investments, Securities, Financial Advisory, Variable Annuities, Fixed Income, Equities, Asset Management, Financial Planners, Risk Management, Financial Planning
Education
The International Center for Retirement Education 2006 — 2006
CRC
The Center for Fiduciary Studies 2005 — 2005
AIF, Fiduciary Investment Standards
The Santa Fe Institute 1990 — 1991
Complex Systems Summer School, Complex Systems
Western Michigan University 1971 — 1973
Psychology
University of Notre Dame 1964 — 1968
BA, Philosophy
Income for Life Advisors April 2009 - Present
UBS Wealth Management September 2007 - April 2009
Pacific Life April 2005 - September 2007
Pacific Life June 1994 - March 2005
Sorensen Financial Management January 1985 - June 1994
Skills
Retirement Planning, Asset Allocation, Fixed Annuities, Retirement, Strategic Financial..., Alternative Investments, Life Insurance, Qualified Retirement..., Financial Services, Wealth Management, Investment Management, Finance, Investments, Securities, Financial Advisory, Variable Annuities, Fixed Income, Equities, Asset Management, Financial Planners, Risk Management, Financial Planning
Education
The International Center for Retirement Education 2006 — 2006
CRC
The Center for Fiduciary Studies 2005 — 2005
AIF, Fiduciary Investment Standards
The Santa Fe Institute 1990 — 1991
Complex Systems Summer School, Complex Systems
Western Michigan University 1971 — 1973
Psychology
University of Notre Dame 1964 — 1968
BA, Philosophy
Joseph Bazbaz's UBS Wealth Management Experience February 2008 - February 2010
Job I answer questions about money.
Industry Financial Services
Experience
LPL Financial Member FINRA/SIPC December 2009 - Present
UBS Wealth Management February 2008 - February 2010
Merrill Lynch March 2005 - February 2008
Skills
Business Innovation, Contract Negotiation, Team Leadership, Quarterly Reviews, Sales Management, Investment Advisory, Business Networking, Communication Skills, New Business Development, Marketing Communications, Business Development, Marketing Strategy, communication innovation, Client Aquisition, Client Development, Client Counseling, Client Education, Leading Development..., Sales Process, Sales Presentation..., Client Rapport, Communication Training, Business Excellence, Client Issue Resolution, Series 7, Series 63, Estate Planning, client reviews, Retirement Planning, Portfolio Management, Wealth Management, Investment Strategies, Alternative Investments, Cross Channel Marketing, 401k, Retirement, Leadership, Investments
Education
University of North Texas 1992 — 1996
BS, Journalism
LPL Financial Member FINRA/SIPC December 2009 - Present
UBS Wealth Management February 2008 - February 2010
Merrill Lynch March 2005 - February 2008
Skills
Business Innovation, Contract Negotiation, Team Leadership, Quarterly Reviews, Sales Management, Investment Advisory, Business Networking, Communication Skills, New Business Development, Marketing Communications, Business Development, Marketing Strategy, communication innovation, Client Aquisition, Client Development, Client Counseling, Client Education, Leading Development..., Sales Process, Sales Presentation..., Client Rapport, Communication Training, Business Excellence, Client Issue Resolution, Series 7, Series 63, Estate Planning, client reviews, Retirement Planning, Portfolio Management, Wealth Management, Investment Strategies, Alternative Investments, Cross Channel Marketing, 401k, Retirement, Leadership, Investments
Education
University of North Texas 1992 — 1996
BS, Journalism
Joe Calder's UBS Wealth Management Experience June 2011 - July 2011
Job Researcher at University of North Carolina at Chapel Hill
Industry Higher Education
Experience
University of North Carolina at Chapel Hill May 2015 - Present
UNICEF CEECIS May 2014 - August 2014
Appalshop May 2013 - June 2013
Six PAC July 2012 - 2013
UBS Wealth Management June 2011 - July 2011
Skills
Public Speaking, Debate, Political Science, International Relations, Policy Analysis, Editing, Community Outreach, Research, Politics, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Nonprofits, Microsoft Office, Social Media
Education
University of North Carolina 2012 — 2016
Bachelor of Arts (B.A.), Global Studies/Religious Studies
University of North Carolina at Chapel Hill
Religious Studies, Global Studies
University of North Carolina at Chapel Hill May 2015 - Present
UNICEF CEECIS May 2014 - August 2014
Appalshop May 2013 - June 2013
Six PAC July 2012 - 2013
UBS Wealth Management June 2011 - July 2011
Skills
Public Speaking, Debate, Political Science, International Relations, Policy Analysis, Editing, Community Outreach, Research, Politics, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Nonprofits, Microsoft Office, Social Media
Education
University of North Carolina 2012 — 2016
Bachelor of Arts (B.A.), Global Studies/Religious Studies
University of North Carolina at Chapel Hill
Religious Studies, Global Studies
Christopher Catania Christopher Catania's UBS Wealth Management Experience July 2006 - November 2010
Job Vice President, Business Development at Guidepoint Global
Industry Financial Services
Experience
Guidepoint Global October 2014 - Present
MRB - The Macro Research Board June 2013 - September 2014
BCA Research November 2010 - May 2013
UBS Wealth Management July 2006 - November 2010
Skills
Investments, Portfolio Management, Wealth Management, Emerging Markets, Equities, Fixed Income, Investment Banking, Financial Modeling, Options, Business Development, Bonds, Asset Allocation, CRM, Investment Strategies, Series 7
Education
University of Pennsylvania 2002 — 2006
BA, Economics, Linguistics
Guidepoint Global October 2014 - Present
MRB - The Macro Research Board June 2013 - September 2014
BCA Research November 2010 - May 2013
UBS Wealth Management July 2006 - November 2010
Skills
Investments, Portfolio Management, Wealth Management, Emerging Markets, Equities, Fixed Income, Investment Banking, Financial Modeling, Options, Business Development, Bonds, Asset Allocation, CRM, Investment Strategies, Series 7
Education
University of Pennsylvania 2002 — 2006
BA, Economics, Linguistics
Jeremy Battle, RPL's UBS Wealth Management Experience June 2009 - August 2009
Job Landman at Chesapeake Energy
Industry Oil & Energy
Experience
Chesapeake Energy June 2010 - Present
UBS Wealth Management June 2009 - August 2009
Skills
Joint Ventures, Gas, Energy Industry, Upstream, Acquisitions, Leases, Energy, Petroleum, Natural Gas, Divestitures, Investments, Completion, Contract Negotiation, Due Diligence, Land Acquisition, Lease Negotiations, Minerals, Oil & Gas Exploration, Pipelines, Title Opinions, Oil & Gas Industry
Education
University of Oklahoma - Price College of Business 2006 — 2010
B.A., Energy Management & Finance
Chesapeake Energy June 2010 - Present
UBS Wealth Management June 2009 - August 2009
Skills
Joint Ventures, Gas, Energy Industry, Upstream, Acquisitions, Leases, Energy, Petroleum, Natural Gas, Divestitures, Investments, Completion, Contract Negotiation, Due Diligence, Land Acquisition, Lease Negotiations, Minerals, Oil & Gas Exploration, Pipelines, Title Opinions, Oil & Gas Industry
Education
University of Oklahoma - Price College of Business 2006 — 2010
B.A., Energy Management & Finance
Chris McLendon Chris McLendon's UBS Wealth Management Experience January 2008 - May 2009
Job Strategic Account Manager at Ellie Mae
Industry Information Technology and Services
Experience
Ellie Mae December 2014 - Present
Black Knight Financial Services June 2010 - December 2014
TSS Software May 2009 - April 2010
UBS Wealth Management January 2008 - May 2009
closersEdge, LLC, Title Solutions of America, Inc., Atlantic Trust Mortgage Corporation May 2003 - April 2008
FSI Mortgage, LLC. August 2001 - July 2003
MortgageFlex Systems, Inc. August 1999 - August 2001
Skills
Business Development, Account Management, Financial Services, Mortgage Lending, Management, Start-ups, Product Management, Sales Management, Marketing, Business Intelligence, Key Account Management, Sales, Analysis, Strategic Planning, Finance, Salesforce.com, CRM, Relationship Management, Loans
Education
University of North Florida 1997 — 2001
Bachelor of Arts, Communications (Advertising); minor conferred in Political Science.
Ellie Mae December 2014 - Present
Black Knight Financial Services June 2010 - December 2014
TSS Software May 2009 - April 2010
UBS Wealth Management January 2008 - May 2009
closersEdge, LLC, Title Solutions of America, Inc., Atlantic Trust Mortgage Corporation May 2003 - April 2008
FSI Mortgage, LLC. August 2001 - July 2003
MortgageFlex Systems, Inc. August 1999 - August 2001
Skills
Business Development, Account Management, Financial Services, Mortgage Lending, Management, Start-ups, Product Management, Sales Management, Marketing, Business Intelligence, Key Account Management, Sales, Analysis, Strategic Planning, Finance, Salesforce.com, CRM, Relationship Management, Loans
Education
University of North Florida 1997 — 2001
Bachelor of Arts, Communications (Advertising); minor conferred in Political Science.
R. Andrew Ketner R. Andrew Ketner's UBS Wealth Management Experience August 2013 - March 2015
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management March 2015 - Present
UBS Wealth Management August 2013 - March 2015
BB&T November 2012 - August 2013
BB&T Leadership Develpment Program July 2012 - March 2013
National Outdoor Leadership School June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Creekside Yacht Club May 2009 - August 2009
Woodberry Forest School June 2008 - July 2008
Skills
Financial Analysis, Microsoft Excel, OMEGA Financial..., CAMELS Financial..., STATA: Data Analysis..., Hiperos 3rd Party..., Financial Modeling, Financial Accounting, SAP, Hiperion, PowerPoint, Data Analysis, SharePoint, WebEx, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Research, Public Speaking
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, Economics
Woodberry Forest School 2004 — 2008
Magna Cum Laude
Bernstein Private Wealth Management March 2015 - Present
UBS Wealth Management August 2013 - March 2015
BB&T November 2012 - August 2013
BB&T Leadership Develpment Program July 2012 - March 2013
National Outdoor Leadership School June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Creekside Yacht Club May 2009 - August 2009
Woodberry Forest School June 2008 - July 2008
Skills
Financial Analysis, Microsoft Excel, OMEGA Financial..., CAMELS Financial..., STATA: Data Analysis..., Hiperos 3rd Party..., Financial Modeling, Financial Accounting, SAP, Hiperion, PowerPoint, Data Analysis, SharePoint, WebEx, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Research, Public Speaking
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, Economics
Woodberry Forest School 2004 — 2008
Magna Cum Laude
Mindy Zhen's UBS Wealth Management Experience 2010 - 2010
Job Investment Associate at The CIM Group
Industry Financial Services
Experience
The CIM Group August 2015 - Present
Bank of America April 2014 - August 2015
Oppenheimer & Co. July 2013 - April 2014
BP June 2012 - August 2012
Squadron Capital Advisors Limited June 2011 - August 2011
University of Notre Dame 2010 - 2010
UBS Wealth Management 2010 - 2010
Shenzhen Development Bank 2009 - 2009
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor, Finance, Economics
The CIM Group August 2015 - Present
Bank of America April 2014 - August 2015
Oppenheimer & Co. July 2013 - April 2014
BP June 2012 - August 2012
Squadron Capital Advisors Limited June 2011 - August 2011
University of Notre Dame 2010 - 2010
UBS Wealth Management 2010 - 2010
Shenzhen Development Bank 2009 - 2009
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor, Finance, Economics
Erik Monger Erik Monger's UBS Wealth Management Experience May 2009 - September 2009
Job Account Manager at Columbia Distributing
Industry Consumer Goods
Experience
Columbia Distributing October 2012 - Present
Newport High School 2010 - Present
Columbia Distributing May 2012 - October 2012
Sales Readiness Group November 2011 - September 2012
UBS Wealth Management May 2009 - September 2009
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics, Business
University of Oregon 2006 — 2010
Bachelor of Science, Economics, Business
Columbia Distributing October 2012 - Present
Newport High School 2010 - Present
Columbia Distributing May 2012 - October 2012
Sales Readiness Group November 2011 - September 2012
UBS Wealth Management May 2009 - September 2009
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics, Business
University of Oregon 2006 — 2010
Bachelor of Science, Economics, Business
Dimitri Paleokrassas Dimitri Paleokrassas's UBS Wealth Management Experience 2006 - 2012
Job Equity Trader at First New York Securities
Industry Investment Management
Experience
First New York Securities November 2014 - Present
UNC Kenan-Flagler 2012 - May 2014
Chris C. Crenshaw Financial Services June 2013 - August 2013
UBS Wealth Management 2006 - 2012
UBS Wealth Management 2005 - 2006
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Hedge Funds, Due Diligence, Alternative Investments, Equities, Asset Managment, Fixed Income, Investment Management, Equity Research, Portfolio Management, Asset Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Investments and Securities
Wesleyan University 2001 — 2005
Bachelor of Arts (B.A.), Economics
First New York Securities November 2014 - Present
UNC Kenan-Flagler 2012 - May 2014
Chris C. Crenshaw Financial Services June 2013 - August 2013
UBS Wealth Management 2006 - 2012
UBS Wealth Management 2005 - 2006
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Hedge Funds, Due Diligence, Alternative Investments, Equities, Asset Managment, Fixed Income, Investment Management, Equity Research, Portfolio Management, Asset Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Investments and Securities
Wesleyan University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Alexander D. Williams Alexander D. Williams's UBS Wealth Management Experience February 2009 - Present
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Morgan Stanley July 1995 - February 2009
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Series 7
Education
Wharton Business School 1993 — 1995
Master of Business Administration (MBA), 1995
University of Rochester 1982 — 1992
Bachelor of Arts (BA), Political Science and Government
UBS Wealth Management February 2009 - Present
Morgan Stanley July 1995 - February 2009
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Series 7
Education
Wharton Business School 1993 — 1995
Master of Business Administration (MBA), 1995
University of Rochester 1982 — 1992
Bachelor of Arts (BA), Political Science and Government
Matt Klein, CFA, CPA Matt Klein, CFA, CPA's UBS Wealth Management Experience August 2012 - Present
Job Financial Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2012 - Present
Deutsche Bank April 2009 - July 2012
UBS Investment Bank August 2007 - April 2009
Ernst & Young May 2004 - August 2007
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Financial Analysis, Equity Research, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Due Diligence, Investments, Derivatives, Fixed Income, Equity Valuation, Portfolio Management, Business Valuation, Asset Management, Alternative Investments, Finance, Securities
Education
University of Virginia 2004 — 2005
MS, Accounting
University of Notre Dame 2000 — 2004
BA, Economics
UBS Wealth Management August 2012 - Present
Deutsche Bank April 2009 - July 2012
UBS Investment Bank August 2007 - April 2009
Ernst & Young May 2004 - August 2007
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Financial Analysis, Equity Research, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Due Diligence, Investments, Derivatives, Fixed Income, Equity Valuation, Portfolio Management, Business Valuation, Asset Management, Alternative Investments, Finance, Securities
Education
University of Virginia 2004 — 2005
MS, Accounting
University of Notre Dame 2000 — 2004
BA, Economics
Adrienne Edwards Adrienne Edwards's UBS Wealth Management Experience June 2010 - August 2010
Job Management at McMasterCarr
Industry Logistics and Supply Chain
Experience
McMaster-Carr May 2015 - Present
Akuna Capital July 2013 - May 2015
University of Pennsylvania Law School September 2009 - May 2013
Credit Suisse May 2012 - August 2012
Credit Suisse June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Education
University of Pennsylvania 2009 — 2013
B.A., Philosophy, Politics, Economics
The Spence School 2003 — 2009
McMaster-Carr May 2015 - Present
Akuna Capital July 2013 - May 2015
University of Pennsylvania Law School September 2009 - May 2013
Credit Suisse May 2012 - August 2012
Credit Suisse June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Education
University of Pennsylvania 2009 — 2013
B.A., Philosophy, Politics, Economics
The Spence School 2003 — 2009
Peter Humphrey Peter Humphrey's UBS Wealth Management Experience December 1985 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 1985 - Present
E.F. HUTTON & CO. 1981 - 1985
Education
University of Pennsylvania - The Wharton School 1962 — 1966
B.S., Economics
BLAIR ACADEMY 1960 — 1962
UBS Wealth Management December 1985 - Present
E.F. HUTTON & CO. 1981 - 1985
Education
University of Pennsylvania - The Wharton School 1962 — 1966
B.S., Economics
BLAIR ACADEMY 1960 — 1962
Alan Battles Alan Battles's UBS Wealth Management Experience January 2002 - January 2009
Job President, Brighton Wealth Management., Inc.
Industry Investment Management
Experience
Beacon Insurance Group, LLC March 2009 - Present
Brighton Wealth Management, Inc. January 2009 - Present
UBS Wealth Management January 2002 - January 2009
Merrill Lynch March 1981 - January 2002
Skills
Asset Allocation, Equities, Technical Analysis, Portfolio Management, Asset Management, Investments, Wealth Management, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Life Insurance, Disability Insurance, Term Life Insurance
Education
University of Nebraska-Lincoln 1975 — 1978
Bachelor of Science in Business Administration, Finance & Economics
Beacon Insurance Group, LLC March 2009 - Present
Brighton Wealth Management, Inc. January 2009 - Present
UBS Wealth Management January 2002 - January 2009
Merrill Lynch March 1981 - January 2002
Skills
Asset Allocation, Equities, Technical Analysis, Portfolio Management, Asset Management, Investments, Wealth Management, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Life Insurance, Disability Insurance, Term Life Insurance
Education
University of Nebraska-Lincoln 1975 — 1978
Bachelor of Science in Business Administration, Finance & Economics
Marilyn Heldt Marilyn Heldt's UBS Wealth Management Experience November 2007 - July 2009
Job Business System Analyst at Firm Solutions
Industry Real Estate
Experience
Firm Solutions July 2009 - Present
UBS Wealth Management November 2007 - July 2009
H&R Block/OptionOne July 1998 - June 2007
H&R Block Mtg 1998 - 2007
H&R Block Mortgage 1998 - 2007
associates 1994 - 1998
Education
University of Tampa - John H. Sykes College of Business 2006 — 2008
MBA
University of Notre Dame 1989 — 1993
Firm Solutions July 2009 - Present
UBS Wealth Management November 2007 - July 2009
H&R Block/OptionOne July 1998 - June 2007
H&R Block Mtg 1998 - 2007
H&R Block Mortgage 1998 - 2007
associates 1994 - 1998
Education
University of Tampa - John H. Sykes College of Business 2006 — 2008
MBA
University of Notre Dame 1989 — 1993
Andrew Samson Andrew Samson's UBS Wealth Management Experience July 2008 - August 2008
Job Digital Brand Manager US Football at Nike
Industry Sports
Experience
Nike June 2015 - Present
PepsiCo - Gatorade July 2013 - May 2015
PepsiCo - Gatorade August 2012 - July 2013
PepsiCo - Gatorade August 2011 - August 2012
PepsiCo June 2010 - August 2010
ePrize June 2009 - August 2009
UBS Wealth Management July 2008 - August 2008
Skills
Shopper Marketing, Brand Management, Consumer Products, Marketing Strategy, Product Management, Brand Architecture, Brand Design, Brand Equity, Social Media, Retail Marketing, Cross-functional Team..., Sports Marketing, Marketing Communications, Consumer Behaviour, Promotion Marketing, Marketing Management, Product Marketing, Brand Development, Strategy, Branding, Sports, Strategic Thinking, Brand Awareness, Product Innovation
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Marketing; Management
Andover High School 2003 — 2007
Nike June 2015 - Present
PepsiCo - Gatorade July 2013 - May 2015
PepsiCo - Gatorade August 2012 - July 2013
PepsiCo - Gatorade August 2011 - August 2012
PepsiCo June 2010 - August 2010
ePrize June 2009 - August 2009
UBS Wealth Management July 2008 - August 2008
Skills
Shopper Marketing, Brand Management, Consumer Products, Marketing Strategy, Product Management, Brand Architecture, Brand Design, Brand Equity, Social Media, Retail Marketing, Cross-functional Team..., Sports Marketing, Marketing Communications, Consumer Behaviour, Promotion Marketing, Marketing Management, Product Marketing, Brand Development, Strategy, Branding, Sports, Strategic Thinking, Brand Awareness, Product Innovation
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Marketing; Management
Andover High School 2003 — 2007
Jessica Solimando's UBS Wealth Management Experience May 2011 - July 2011
Job Franchise Support Specialist at 101 Mobility
Industry Medical Devices
Experience
101 Mobility June 2015 - Present
101 Mobility November 2014 - June 2015
GPM Investments Southeast December 2013 - October 2014
Coastal Cupcakes August 2012 - October 2013
UBS Wealth Management May 2011 - July 2011
Skills
Typing: 80 Words per..., English, Spanish, Basic HTML, CSS, Online Marketing, Social Media Marketing, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Outlook, Social Networking, Teamwork, Blogging, Advertising, Market Research
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing - GPA 3.21, Graduated
101 Mobility June 2015 - Present
101 Mobility November 2014 - June 2015
GPM Investments Southeast December 2013 - October 2014
Coastal Cupcakes August 2012 - October 2013
UBS Wealth Management May 2011 - July 2011
Skills
Typing: 80 Words per..., English, Spanish, Basic HTML, CSS, Online Marketing, Social Media Marketing, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Outlook, Social Networking, Teamwork, Blogging, Advertising, Market Research
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing - GPA 3.21, Graduated
Mayra Lujan Mayra Lujan's UBS Wealth Management Experience 2006 - 2006
Job Project Manager & Program Coordinator
Industry Real Estate
Experience
Willdan June 2014 - Present
Education Partners July 2013 - Present
Urban Land Institute -- ULI Greenprint Center March 2012 - July 2013
GE Capital August 2011 - May 2012
Impact Energy Solutions - SCIenergy 2011 - 2011
TrustElement, Inc 2010 - 2011
Trane 2007 - 2010
Trane June 2007 - August 2007
University of Pennsylvania September 2003 - May 2006
UBS Wealth Management 2006 - 2006
Skills
Process Consulting, Financial Engineering, Strategic Consulting, Account Management, Energy Efficiency, Energy Management, Real Estate, Financial Analysis, Sustainability, Due Diligence, Financial Modeling, Business Development, Management Consulting, Start-ups, Energy, Strategy, Project Management, Management, Leadership, Data Analysis, Finance, Valuation, Economics, Budgets, Entrepreneurship, Mergers & Acquisitions, Analysis, Marketing Strategy, Business Strategy, Private Equity, Commercial Real Estate
Education
University of Pennsylvania 2003 — 2007
BSE, Chemical and Biomolecular Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Minor, Organizations and Environmental Management
United World College of South East Asia 2001 — 2003
International Baccalaureate
Colegio Mexico Bachillerato 1996 — 2001
Willdan June 2014 - Present
Education Partners July 2013 - Present
Urban Land Institute -- ULI Greenprint Center March 2012 - July 2013
GE Capital August 2011 - May 2012
Impact Energy Solutions - SCIenergy 2011 - 2011
TrustElement, Inc 2010 - 2011
Trane 2007 - 2010
Trane June 2007 - August 2007
University of Pennsylvania September 2003 - May 2006
UBS Wealth Management 2006 - 2006
Skills
Process Consulting, Financial Engineering, Strategic Consulting, Account Management, Energy Efficiency, Energy Management, Real Estate, Financial Analysis, Sustainability, Due Diligence, Financial Modeling, Business Development, Management Consulting, Start-ups, Energy, Strategy, Project Management, Management, Leadership, Data Analysis, Finance, Valuation, Economics, Budgets, Entrepreneurship, Mergers & Acquisitions, Analysis, Marketing Strategy, Business Strategy, Private Equity, Commercial Real Estate
Education
University of Pennsylvania 2003 — 2007
BSE, Chemical and Biomolecular Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Minor, Organizations and Environmental Management
United World College of South East Asia 2001 — 2003
International Baccalaureate
Colegio Mexico Bachillerato 1996 — 2001
Aryana Keshavarz's UBS Wealth Management Experience June 2013 - August 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
McKinsey & Company April 2014 - Present
Deutsche Bank June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
The Grassroots Business Fund April 2011 - May 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, B.A. International Studies & French, The Huntsman Program of International Studies and Business
Stone Ridge School of the Sacred Heart 2006 — 2010
High School Diploma
Deutsche Bank July 2015 - Present
McKinsey & Company April 2014 - Present
Deutsche Bank June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
The Grassroots Business Fund April 2011 - May 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, B.A. International Studies & French, The Huntsman Program of International Studies and Business
Stone Ridge School of the Sacred Heart 2006 — 2010
High School Diploma
Ankit Gulati Ankit Gulati's UBS Wealth Management Experience May 2013 - August 2013
Job Investment Banking Summer Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - August 2015
Focus Securities June 2014 - August 2014
Seraphim Capital May 2014 - June 2014
Angel Capital Group May 2014 - June 2014
UBS Wealth Management May 2013 - August 2013
Mytonomy June 2012 - August 2012
New Vantage Group June 2011 - July 2011
Skills
Venture Capital, Angel Investing, Due Diligence, Mergers & Acquisitions, LBO, Emerging Markets, Business Valuation, M&A experience, Corporate Development, Financial Structuring, Quantitative Analytics, Private Placements, Capital IQ, Equity Valuation, Investor Relations, DCF, Equity Capital Markets, Business Strategy, Bonds, Restructuring
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Candidate for Bachelor of Science, Finance and Marketing
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Economics
Oakton High School 2008 — 2012
Citi June 2015 - August 2015
Focus Securities June 2014 - August 2014
Seraphim Capital May 2014 - June 2014
Angel Capital Group May 2014 - June 2014
UBS Wealth Management May 2013 - August 2013
Mytonomy June 2012 - August 2012
New Vantage Group June 2011 - July 2011
Skills
Venture Capital, Angel Investing, Due Diligence, Mergers & Acquisitions, LBO, Emerging Markets, Business Valuation, M&A experience, Corporate Development, Financial Structuring, Quantitative Analytics, Private Placements, Capital IQ, Equity Valuation, Investor Relations, DCF, Equity Capital Markets, Business Strategy, Bonds, Restructuring
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Candidate for Bachelor of Science, Finance and Marketing
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Economics
Oakton High School 2008 — 2012
Scott Liebman Scott Liebman's UBS Wealth Management Experience May 2005 - July 2005
Job Director of Acquisitions & Business Development at Armchem International
Industry Investment Banking
Experience
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Matthew Senger, CISP Matthew Senger, CISP's UBS Wealth Management Experience December 2004 - April 2008
Job Trust Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
Bessemer Trust April 2008 - August 2013
UBS Wealth Management December 2004 - April 2008
Skills
Series 7, Wealth Management, Series 66, Retirement, IRA's, Mutual Funds, Retirement Planning, Asset Management, Investments, FINRA, Uniform Combined State..., Customer Service, Investment Advisory, IRAs, Financial Advisory, Financial Planners, Insurance, Wealth Management..., Pensions, Financial Planning
Education
University of North Carolina at Wilmington 2000 — 2004
B.A. Economics, Business Administration/Economics
Brown Brothers Harriman August 2013 - Present
Bessemer Trust April 2008 - August 2013
UBS Wealth Management December 2004 - April 2008
Skills
Series 7, Wealth Management, Series 66, Retirement, IRA's, Mutual Funds, Retirement Planning, Asset Management, Investments, FINRA, Uniform Combined State..., Customer Service, Investment Advisory, IRAs, Financial Advisory, Financial Planners, Insurance, Wealth Management..., Pensions, Financial Planning
Education
University of North Carolina at Wilmington 2000 — 2004
B.A. Economics, Business Administration/Economics
Chris Wilmerding Chris Wilmerding's UBS Wealth Management Experience 2005 - 2012
Job Thayer Partners, LLC
Industry Financial Services
Experience
Thayer Partners, LLC January 2012 - Present
UBS Wealth Management 2005 - 2012
Hastings Equity Partners 2002 - 2005
Skills
Investments, Wealth Management, Corporate Retirement..., Portfolio Management, Investment Advisory, Investment Strategies, Investment Management, Mutual Funds, Retirement Planning, Private Equity, Strategic Financial..., Retirement
Education
University of Oxford 1991 — 1992
University of Pennsylvania 1984 — 1988
BA
Groton School 1980 — 1984
Thayer Partners, LLC January 2012 - Present
UBS Wealth Management 2005 - 2012
Hastings Equity Partners 2002 - 2005
Skills
Investments, Wealth Management, Corporate Retirement..., Portfolio Management, Investment Advisory, Investment Strategies, Investment Management, Mutual Funds, Retirement Planning, Private Equity, Strategic Financial..., Retirement
Education
University of Oxford 1991 — 1992
University of Pennsylvania 1984 — 1988
BA
Groton School 1980 — 1984
Ellison G. Griep's UBS Wealth Management Experience May 2010 - August 2010
Job Senior Business Analyst at Target
Industry Marketing and Advertising
Experience
Target October 2014 - Present
Target June 2013 - September 2014
University of Notre Dame February 2013 - May 2013
University of Notre Dame August 2012 - May 2013
Target June 2012 - August 2012
Notre Dame Student Call Center August 2011 - August 2012
Catholic Charities USA May 2011 - August 2011
UBS Wealth Management May 2010 - August 2010
Patina October 2005 - February 2009
Skills
PowerPoint, Spanish, Research, Marketing, Analysis, Sales, Finance, Public Speaking, Microsoft Office, Recruiting, Microsoft Excel, Microsoft Word, Data Analysis, Event Planning, Teaching
Education
University of Notre Dame 2009 — 2013
Bachelor's of Business Administration, Marketing, Spanish
Fundación Ortega y Gasset 2012 — 2012
Spanish Language and Literature
DeLaSalle High School 2005 — 2009
Target October 2014 - Present
Target June 2013 - September 2014
University of Notre Dame February 2013 - May 2013
University of Notre Dame August 2012 - May 2013
Target June 2012 - August 2012
Notre Dame Student Call Center August 2011 - August 2012
Catholic Charities USA May 2011 - August 2011
UBS Wealth Management May 2010 - August 2010
Patina October 2005 - February 2009
Skills
PowerPoint, Spanish, Research, Marketing, Analysis, Sales, Finance, Public Speaking, Microsoft Office, Recruiting, Microsoft Excel, Microsoft Word, Data Analysis, Event Planning, Teaching
Education
University of Notre Dame 2009 — 2013
Bachelor's of Business Administration, Marketing, Spanish
Fundación Ortega y Gasset 2012 — 2012
Spanish Language and Literature
DeLaSalle High School 2005 — 2009
William Reilly's UBS Wealth Management Experience September 2006 - November 2013
Job Wealth Advisor and Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
AYSO Region 300 March 2010 - Present
AYSO Region 300 2005 - January 2014
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management 2006 - November 2013
Smith Barney May 1994 - September 2006
U.S. Navy June 1990 - May 1994
Education
University of Notre Dame 1986 — 1990
Bachelor's of Business Administration, Finance
Gonzaga Prepatory High School 1982 — 1986
Merrill Lynch November 2013 - Present
AYSO Region 300 March 2010 - Present
AYSO Region 300 2005 - January 2014
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management 2006 - November 2013
Smith Barney May 1994 - September 2006
U.S. Navy June 1990 - May 1994
Education
University of Notre Dame 1986 — 1990
Bachelor's of Business Administration, Finance
Gonzaga Prepatory High School 1982 — 1986
Ravi Aghera's UBS Wealth Management Experience June 2013 - August 2015
Job Senior Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2015 - Present
UBS Wealth Management June 2013 - August 2015
UBS Wealth Management January 2012 - June 2013
UBS Wealth Management June 2010 - August 2010
Education
University of North Carolina at Charlotte 2007 — 2011
B.S.; B.S.B.A., Finance; Accounting
Goldman Sachs August 2015 - Present
UBS Wealth Management June 2013 - August 2015
UBS Wealth Management January 2012 - June 2013
UBS Wealth Management June 2010 - August 2010
Education
University of North Carolina at Charlotte 2007 — 2011
B.S.; B.S.B.A., Finance; Accounting
Jesse Ruffin's UBS Wealth Management Experience October 2014 - Present
Job A skilled communicator and leader in the Client Service industry
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Time Warner Cable February 2010 - January 2013
Comcast Cable March 2008 - June 2009
HSBC Cards Services January 2006 - January 2008
Bank of America January 2005 - January 2006
Advanced Staffing Solutions January 2004 - January 2005
Skills
Call Centers, Customer Service, Sales, Leadership, Customer Satisfaction, Telecommunications, Training, Telephony, Customer Retention, Management, Public Speaking, Broadband, Troubleshooting, Salesforce.com, VoIP, Networking, Call Center, Technical Support, Time Management, Team Leadership, T1, PRI, Workforce Management, Employee Training, Team Building, PowerPoint, Computer Network..., HIPAA, Project Management, PeopleSoft, Invoicing, Data Entry, Credit Analysis, Sales Presentations, Interpersonal Skill, Communication, Outlook Express, Public Relations, Public advocate, Marketing Research, Teamwork, Team Management, Employee Stock Options, Financial Services
Education
University of Phoenix 2013 — 2017
Bachelor's Degree, Business Management, 3.79
UBS Wealth Management October 2014 - Present
Time Warner Cable February 2010 - January 2013
Comcast Cable March 2008 - June 2009
HSBC Cards Services January 2006 - January 2008
Bank of America January 2005 - January 2006
Advanced Staffing Solutions January 2004 - January 2005
Skills
Call Centers, Customer Service, Sales, Leadership, Customer Satisfaction, Telecommunications, Training, Telephony, Customer Retention, Management, Public Speaking, Broadband, Troubleshooting, Salesforce.com, VoIP, Networking, Call Center, Technical Support, Time Management, Team Leadership, T1, PRI, Workforce Management, Employee Training, Team Building, PowerPoint, Computer Network..., HIPAA, Project Management, PeopleSoft, Invoicing, Data Entry, Credit Analysis, Sales Presentations, Interpersonal Skill, Communication, Outlook Express, Public Relations, Public advocate, Marketing Research, Teamwork, Team Management, Employee Stock Options, Financial Services
Education
University of Phoenix 2013 — 2017
Bachelor's Degree, Business Management, 3.79
Robert Ramsey, PMP's UBS Wealth Management Experience June 2014 - February 2015
Job Project and Program Manager
Industry Information Technology and Services
Experience
UBS Wealth Management June 2014 - February 2015
Sanofi September 2013 - June 2014
Cognizant Technology Solutions April 2011 - June 2012
Novartis May 2009 - April 2011
AT&T June 2006 - May 2009
KPMG 1999 - 2006
Skills
Release Management, Business Process, Configuration Management, Customer Relations, System Deployment, Virtual Teams, Project Management, Program Management, Change Management, Management Consulting, Pharmaceutical Industry, Telecommunications, Vendor Management, Video Conferencing, Application Management..., Requirements Gathering, Cross-functional Team..., Strategic Leadership, CRM
Education
PMI 2011 — 2011
Certification, PMP
SMU, School of Engineering 2003 — 2003
Certification, Oracle DBA
University of North Texas
Bachelor, Double: Psychology/Anthropology
UBS Wealth Management June 2014 - February 2015
Sanofi September 2013 - June 2014
Cognizant Technology Solutions April 2011 - June 2012
Novartis May 2009 - April 2011
AT&T June 2006 - May 2009
KPMG 1999 - 2006
Skills
Release Management, Business Process, Configuration Management, Customer Relations, System Deployment, Virtual Teams, Project Management, Program Management, Change Management, Management Consulting, Pharmaceutical Industry, Telecommunications, Vendor Management, Video Conferencing, Application Management..., Requirements Gathering, Cross-functional Team..., Strategic Leadership, CRM
Education
PMI 2011 — 2011
Certification, PMP
SMU, School of Engineering 2003 — 2003
Certification, Oracle DBA
University of North Texas
Bachelor, Double: Psychology/Anthropology
Marlon K. Scott, CRPC Marlon K. Scott, CRPC's UBS Wealth Management Experience July 2005 - December 2006
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2006 - August 2012
UBS Wealth Management July 2005 - December 2006
Event411 1999 - 2001
Lacerte Software 1992 - 1999
Ralph C. Johnson & Company November 1988 - May 1992
KPMG September 1986 - October 1988
Education
University of North Texas 1981 — 1986
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2006 - August 2012
UBS Wealth Management July 2005 - December 2006
Event411 1999 - 2001
Lacerte Software 1992 - 1999
Ralph C. Johnson & Company November 1988 - May 1992
KPMG September 1986 - October 1988
Education
University of North Texas 1981 — 1986
Bachelor of Science (BS), Accounting
Matthew Giancristofaro's UBS Wealth Management Experience June 2014 - August 2014
Job Student at University of Pennsylvania
Industry
Experience
HiPad Communication Technology May 2015 - July 2015
UBS Wealth Management June 2014 - August 2014
Ivy League Tutoring June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Data Analysis, Customer Service, Event Planning
Education
University of Pennsylvania 2013 — 2017
Bachelor’s Degree, Science, Technology and Society
HiPad Communication Technology May 2015 - July 2015
UBS Wealth Management June 2014 - August 2014
Ivy League Tutoring June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Data Analysis, Customer Service, Event Planning
Education
University of Pennsylvania 2013 — 2017
Bachelor’s Degree, Science, Technology and Society
Matt Hourigan, AWMA®'s UBS Wealth Management Experience July 2014 - Present
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2014 - Present
Homegrown Lacrosse Non-Profit January 2013 - July 2014
Cristo Rey Jesuit High School - Twin Cities August 2010 - January 2013
Other July 2008 - June 2010
Education
College for Financial Planning 2014 — 2016
University of Notre Dame 2008 — 2010
M.Ed.
Denison University 2004 — 2008
B.A.
UBS Wealth Management July 2014 - Present
Homegrown Lacrosse Non-Profit January 2013 - July 2014
Cristo Rey Jesuit High School - Twin Cities August 2010 - January 2013
Other July 2008 - June 2010
Education
College for Financial Planning 2014 — 2016
University of Notre Dame 2008 — 2010
M.Ed.
Denison University 2004 — 2008
B.A.
Tim Flank Tim Flank's UBS Wealth Management Experience June 2012 - August 2012
Job Rewards Analyst at Mercer
Industry
Experience
Mercer July 2014 - Present
The Wharton School September 2011 - May 2014
Mercer June 2013 - August 2013
The Wharton School September 2010 - May 2013
UBS Wealth Management June 2012 - August 2012
The Julian Krinsky Group July 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
Mercer July 2014 - Present
The Wharton School September 2011 - May 2014
Mercer June 2013 - August 2013
The Wharton School September 2010 - May 2013
UBS Wealth Management June 2012 - August 2012
The Julian Krinsky Group July 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
Carly (Smith) Reynolds Carly (Smith) Reynolds's UBS Wealth Management Experience February 2008 - May 2015
Job Paraplanner at The Lake Group
Industry Financial Services
Experience
The Lake Group May 2015 - Present
UBS Wealth Management February 2008 - May 2015
Farmers & Merchants Bank (Ohio) 2005 - 2008
Education
Wright State University 2013 — 2015
Master of Science (M.S.), Social and Applied Economics
University of Phoenix 2006 — 2010
Bachelor of Science (B.S.), Finance
The Lake Group May 2015 - Present
UBS Wealth Management February 2008 - May 2015
Farmers & Merchants Bank (Ohio) 2005 - 2008
Education
Wright State University 2013 — 2015
Master of Science (M.S.), Social and Applied Economics
University of Phoenix 2006 — 2010
Bachelor of Science (B.S.), Finance
Jonathan Courtney-Soper Jonathan Courtney-Soper's UBS Wealth Management Experience May 2011 - July 2011
Job Middle Office Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ May 2015 - Present
Markit May 2013 - May 2015
Markit May 2013 - August 2014
UBS Wealth Management May 2011 - July 2011
Skills
Fixed Income, Microsoft Excel, Financial Analysis, Leadership, Teamwork, Portfolio Management, Financial Modeling, Bonds, Microsoft Office, Risk Management, Trading, Credit, Structured Finance, Bloomberg Terminal..., Bloomberg Terminal, PowerPoint, Analysis, SQL, VBA, Exce, MS Excel Pivot Tables
Education
University of North Carolina at Wilmington 2011 — 2013
B.S, Finance & Economics
HedgeServ May 2015 - Present
Markit May 2013 - May 2015
Markit May 2013 - August 2014
UBS Wealth Management May 2011 - July 2011
Skills
Fixed Income, Microsoft Excel, Financial Analysis, Leadership, Teamwork, Portfolio Management, Financial Modeling, Bonds, Microsoft Office, Risk Management, Trading, Credit, Structured Finance, Bloomberg Terminal..., Bloomberg Terminal, PowerPoint, Analysis, SQL, VBA, Exce, MS Excel Pivot Tables
Education
University of North Carolina at Wilmington 2011 — 2013
B.S, Finance & Economics
Lauren Dombrowski's UBS Wealth Management Experience June 2015 - August 2015
Job Student at UNCChapel Hill
Industry Financial Services
Experience
UBS Wealth Management June 2015 - August 2015
Triangle Actuarial Services October 2014 - June 2015
bobble January 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Actuarial Science, SAS, GGY Axis, Matlab, Social Media, Statistics, Mathematica, Data Analysis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (B.S.), Business Administration & Mathematical Decision Sciences
UBS Wealth Management June 2015 - August 2015
Triangle Actuarial Services October 2014 - June 2015
bobble January 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Actuarial Science, SAS, GGY Axis, Matlab, Social Media, Statistics, Mathematica, Data Analysis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (B.S.), Business Administration & Mathematical Decision Sciences
Alessandra Gonzalez Alessandra Gonzalez's UBS Wealth Management Experience August 2013 - Present
Job Analyst, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
UBS Wealth Management June 2012 - August 2013
Citi June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Valuation, Market Research, Data Analysis, Financial Analysis, Corporate Finance, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor's Degree
UBS Wealth Management August 2013 - Present
UBS Wealth Management June 2012 - August 2013
Citi June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Valuation, Market Research, Data Analysis, Financial Analysis, Corporate Finance, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor's Degree
Alec Ren's UBS Wealth Management Experience September 2013 - May 2014
Job Investment Banking Summer Analyst at Evercore
Industry Banking
Experience
Evercore May 2015 - Present
Capstone Partners LLC May 2014 - July 2014
UBS Wealth Management September 2013 - May 2014
Wharton Public Policy July 2013 - September 2013
GlaxoSmithKline May 2013 - July 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Great Valley High School 2008 — 2012
Evercore May 2015 - Present
Capstone Partners LLC May 2014 - July 2014
UBS Wealth Management September 2013 - May 2014
Wharton Public Policy July 2013 - September 2013
GlaxoSmithKline May 2013 - July 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Great Valley High School 2008 — 2012
Seth Rhodes Seth Rhodes's UBS Wealth Management Experience September 2012 - June 2015
Job Business Advisor at Rentping Media
Industry Marketing and Advertising
Experience
Rentping Media June 2015 - Present
UBS Wealth Management September 2012 - June 2015
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor's degree, Finance
University of Nebraska-Lincoln 2008 — 2011
Finance, General
Rentping Media June 2015 - Present
UBS Wealth Management September 2012 - June 2015
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor's degree, Finance
University of Nebraska-Lincoln 2008 — 2011
Finance, General
Michael Scheid's UBS Wealth Management Experience June 2013 - July 2013
Job Student at University of Notre Dame Mendoza College of Business
Industry
Experience
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Shailesh Joshi Shailesh Joshi's UBS Wealth Management Experience January 2012 - October 2012
Job Sr Engineer / Team Lead at Sears Holdings Corporation
Industry Financial Services
Experience
Sears Holdings Corporation October 2013 - Present
Nokia October 2012 - September 2013
UBS Wealth Management January 2012 - October 2012
Thomson Reuters May 2011 - December 2011
Morgan Stanley August 2010 - April 2011
Chicago Mercantile Exchange (CME) April 2010 - August 2010
OptionMonster October 2008 - April 2010
Option Monster Holdings January 2008 - September 2008
Resource Logistics January 2007 - January 2008
KPIT Cummins September 2005 - December 2006
Skills
Options, Bonds, Mutual Funds, FX Options, Agile Methodologies, Trading Systems, Market Data, Low Latency, JMS, Electronic Trading, Multithreading, Sybase
Education
University of Mumbai 1990 — 1995
B.Com, Commarce
Sears Holdings Corporation October 2013 - Present
Nokia October 2012 - September 2013
UBS Wealth Management January 2012 - October 2012
Thomson Reuters May 2011 - December 2011
Morgan Stanley August 2010 - April 2011
Chicago Mercantile Exchange (CME) April 2010 - August 2010
OptionMonster October 2008 - April 2010
Option Monster Holdings January 2008 - September 2008
Resource Logistics January 2007 - January 2008
KPIT Cummins September 2005 - December 2006
Skills
Options, Bonds, Mutual Funds, FX Options, Agile Methodologies, Trading Systems, Market Data, Low Latency, JMS, Electronic Trading, Multithreading, Sybase
Education
University of Mumbai 1990 — 1995
B.Com, Commarce
Brandon Russo's UBS Wealth Management Experience May 2013 - August 2013
Job Resident Assistant at Keough Hall, University of Notre Dame
Industry
Experience
University of Notre Dame August 2015 - Present
Universal Screen Arts, Inc. June 2015 - August 2015
Keough Hall April 2014 - December 2014
Audrey Veldman Vocational Training Center May 2014 - July 2014
UBS Wealth Management May 2013 - August 2013
Skills
Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Research, PowerPoint, Teamwork, Stata
Education
University of Notre Dame 2012 — 2016
Bachelor of Arts (B.A.), Economics, Theology
University of Notre Dame August 2015 - Present
Universal Screen Arts, Inc. June 2015 - August 2015
Keough Hall April 2014 - December 2014
Audrey Veldman Vocational Training Center May 2014 - July 2014
UBS Wealth Management May 2013 - August 2013
Skills
Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Research, PowerPoint, Teamwork, Stata
Education
University of Notre Dame 2012 — 2016
Bachelor of Arts (B.A.), Economics, Theology
Olivia Cogan's UBS Wealth Management Experience May 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
UBS Financial Services Inc. June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Office of the First Year of Studies - University of Notre Dame August 2012 - May 2013
The Peppermint Palm May 2012 - August 2012
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Anthropology
Sacred Heart Academy 2007 — 2011
Diploma
Goldman Sachs June 2015 - Present
UBS Financial Services Inc. June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Office of the First Year of Studies - University of Notre Dame August 2012 - May 2013
The Peppermint Palm May 2012 - August 2012
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Anthropology
Sacred Heart Academy 2007 — 2011
Diploma
Cory Feinberg Cory Feinberg's UBS Wealth Management Experience May 2013 - June 2013
Job Summer Analyst at Ipreo
Industry Financial Services
Experience
Nomura August 2015 - August 2015
Ipreo June 2015 - August 2015
Kognito July 2014 - August 2014
Signal Hill Capital July 2013 - August 2013
UBS Wealth Management May 2013 - June 2013
Skills
Microsoft Excel, Teamwork, Budget Forecasts, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Google Analytics, Management, FactSet, Sell Side, Social Media, Social Networking, Options, Google Webmaster Tools
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Finance, Management
Newark Academy 2009 — 2013
High School Degree
Nomura August 2015 - August 2015
Ipreo June 2015 - August 2015
Kognito July 2014 - August 2014
Signal Hill Capital July 2013 - August 2013
UBS Wealth Management May 2013 - June 2013
Skills
Microsoft Excel, Teamwork, Budget Forecasts, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Google Analytics, Management, FactSet, Sell Side, Social Media, Social Networking, Options, Google Webmaster Tools
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Finance, Management
Newark Academy 2009 — 2013
High School Degree
Nick Castaldi Nick Castaldi's UBS Wealth Management Experience June 2011 - August 2011
Job Millennium Management
Industry Investment Management
Experience
Millennium Management February 2015 - Present
JAT Capital Management, LP May 2013 - February 2015
Atkins Investment Group May 2012 - May 2013
Global Relief Technologies September 2012 - April 2013
JAT Capital Management June 2012 - August 2012
AER Advisors, Inc. November 2011 - April 2012
UBS Wealth Management June 2011 - August 2011
Skills
Operational Efficiency, Microsoft Excel, Trading Strategies, Electronic Trading, Equity Research, Sports, Currency Exchange, Bloomberg Terminal, Mutual Funds, Equities, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Millennium Management February 2015 - Present
JAT Capital Management, LP May 2013 - February 2015
Atkins Investment Group May 2012 - May 2013
Global Relief Technologies September 2012 - April 2013
JAT Capital Management June 2012 - August 2012
AER Advisors, Inc. November 2011 - April 2012
UBS Wealth Management June 2011 - August 2011
Skills
Operational Efficiency, Microsoft Excel, Trading Strategies, Electronic Trading, Equity Research, Sports, Currency Exchange, Bloomberg Terminal, Mutual Funds, Equities, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Brad Schindler Brad Schindler's UBS Wealth Management Experience April 2015 - Present
Job Financial Advisor UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
Union Bank & Trust July 2011 - April 2015
Union Bank & Trust 2008 - 2011
Union Bank & Trust 2006 - 2008
Union Bank & Trust 2004 - 2006
Union Bank & Trust 2001 - 2004
Union Bank & Trust July 1999 - November 2001
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor's degree, Accounting and Finance
UBS Wealth Management April 2015 - Present
Union Bank & Trust July 2011 - April 2015
Union Bank & Trust 2008 - 2011
Union Bank & Trust 2006 - 2008
Union Bank & Trust 2004 - 2006
Union Bank & Trust 2001 - 2004
Union Bank & Trust July 1999 - November 2001
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor's degree, Accounting and Finance
Navjyot Deshmukh's UBS Wealth Management Experience June 2013 - April 2015
Job Software Test Analyst at Capital Group
Industry Information Technology and Services
Experience
Capital Group April 2015 - Present
UBS Wealth Management June 2013 - April 2015
UBS Wealth Management March 2010 - May 2013
Aetna September 2008 - February 2010
Skills
Web Applications Testing, Database Testing, Mainframe Testing, Wealth Management..., QA Experience on..., Insurance domain..., Test Cases, Test Planning, Defect Tracking, Web Testing, System Testing, Agile Methodologies, Testing, Requirements Analysis, HP Quality Center, SDLC, Test Management, Test Execution, HP QTP, Regression Testing, User Acceptance Testing, Manual Testing, SQL, Test Automation, Test Strategy, Business Analysis, Databases, Software Project..., Requirements Gathering, Software Quality..., Functional Testing
Education
University of Mumbai 2005 — 2008
Bachelor's degree, Information Technology, Distinction
Smt. C.H.M. College ulhasanagar
Capital Group April 2015 - Present
UBS Wealth Management June 2013 - April 2015
UBS Wealth Management March 2010 - May 2013
Aetna September 2008 - February 2010
Skills
Web Applications Testing, Database Testing, Mainframe Testing, Wealth Management..., QA Experience on..., Insurance domain..., Test Cases, Test Planning, Defect Tracking, Web Testing, System Testing, Agile Methodologies, Testing, Requirements Analysis, HP Quality Center, SDLC, Test Management, Test Execution, HP QTP, Regression Testing, User Acceptance Testing, Manual Testing, SQL, Test Automation, Test Strategy, Business Analysis, Databases, Software Project..., Requirements Gathering, Software Quality..., Functional Testing
Education
University of Mumbai 2005 — 2008
Bachelor's degree, Information Technology, Distinction
Smt. C.H.M. College ulhasanagar
Johnny Su's UBS Wealth Management Experience June 2013 - August 2013
Job Student at University of Pennsylvania
Industry Medical Practice
Experience
Abramson Center January 2014 - May 2014
UBS Wealth Management June 2013 - August 2013
UCLA Health June 2012 - July 2012
Skills
Healthcare, Data Analysis, Clinical Research, Medical Terminology, Data Entry, Team Leadership, Hospitals, Community Outreach, Public Health, Molecular Biology
Education
University of Pennsylvania 2012 — 2015
Bachelor's Degree, Biology, General, 3.74
Cerritos High School 2008 — 2012
4.0
Abramson Center January 2014 - May 2014
UBS Wealth Management June 2013 - August 2013
UCLA Health June 2012 - July 2012
Skills
Healthcare, Data Analysis, Clinical Research, Medical Terminology, Data Entry, Team Leadership, Hospitals, Community Outreach, Public Health, Molecular Biology
Education
University of Pennsylvania 2012 — 2015
Bachelor's Degree, Biology, General, 3.74
Cerritos High School 2008 — 2012
4.0
Jason Cheek Jason Cheek's UBS Wealth Management Experience February 2013 - February 2015
Job Assistant Vice President, Enterprise Applications at Investors Bank
Industry Banking
Experience
Investors Bank February 2015 - Present
UBS Wealth Management February 2013 - February 2015
UBS Wealth Management March 2010 - February 2013
UBS Wealth Management March 2006 - March 2010
UBS Wealth Management August 2003 - March 2006
Northrop Grumman Information Systems April 1998 - August 2003
Skills
Business Works Tibco..., Java, JavaScript, SQL, Microsoft SQL Server, QRM, Accounting System, Program Management, Visual Basic, Scripting, Communication, Technical Design, Technical Documentation, Offshore Management, Integration, VBA, HTML, Software Development, Project Management, Management, Social Media, Public Speaking, SDLC, Banking, Databases, Software Project..., Requirements Analysis, ALM, Bloomberg, Business Analysis, Enterprise Architecture, Financial Services, Vendor Management, Financial Risk, Leadership
Education
University of North Carolina at Chapel Hill 1992 — 2000
B.S., Math
Investors Bank February 2015 - Present
UBS Wealth Management February 2013 - February 2015
UBS Wealth Management March 2010 - February 2013
UBS Wealth Management March 2006 - March 2010
UBS Wealth Management August 2003 - March 2006
Northrop Grumman Information Systems April 1998 - August 2003
Skills
Business Works Tibco..., Java, JavaScript, SQL, Microsoft SQL Server, QRM, Accounting System, Program Management, Visual Basic, Scripting, Communication, Technical Design, Technical Documentation, Offshore Management, Integration, VBA, HTML, Software Development, Project Management, Management, Social Media, Public Speaking, SDLC, Banking, Databases, Software Project..., Requirements Analysis, ALM, Bloomberg, Business Analysis, Enterprise Architecture, Financial Services, Vendor Management, Financial Risk, Leadership
Education
University of North Carolina at Chapel Hill 1992 — 2000
B.S., Math
Dana Messinger's UBS Wealth Management Experience July 2007 - July 2008
Job Student at UNC School of Law
Industry Law Practice
Experience
Kilpatrick Townsend & Stockton LLP May 2014 - July 2014
Wyrick Robbins Yates & Ponton LLP May 2014 - May 2014
Johnston Allison & Hord, PA May 2013 - June 2013
TPG Financial July 2011 - July 2012
The Ensworth School July 2009 - July 2011
Brentwood High School July 2008 - July 2009
UBS Wealth Management July 2007 - July 2008
Education
University of North Carolina at Chapel Hill 2012 — 2015
Doctor of Law (J.D.)
Vanderbilt University 2006 — 2007
Master of Education (M.Ed.), Mathematics
Vanderbilt University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
Kilpatrick Townsend & Stockton LLP May 2014 - July 2014
Wyrick Robbins Yates & Ponton LLP May 2014 - May 2014
Johnston Allison & Hord, PA May 2013 - June 2013
TPG Financial July 2011 - July 2012
The Ensworth School July 2009 - July 2011
Brentwood High School July 2008 - July 2009
UBS Wealth Management July 2007 - July 2008
Education
University of North Carolina at Chapel Hill 2012 — 2015
Doctor of Law (J.D.)
Vanderbilt University 2006 — 2007
Master of Education (M.Ed.), Mathematics
Vanderbilt University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
Mike McCann, CFP®'s UBS Wealth Management Experience November 2007 - May 2010
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Sandrine Nkuranga Sandrine Nkuranga's UBS Wealth Management Experience February 2011 - June 2011
Job Intermediate Financial Analyst at UPMC
Industry Hospital & Health Care
Experience
UPMC June 2015 - Present
Quaker Notes A Capella Group September 2012 - January 2015
UPMC May 2014 - August 2014
UPMC May 2013 - August 2013
Wharton Finance Department January 2013 - May 2013
Northwest Philadelphia Interfaith Hospitality Network September 2011 - December 2011
UBS Wealth Management February 2011 - June 2011
Mathnasium - The Math Learning Center February 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Solver, Crystal Ball, Human Resources, Finance, Leadership
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Economics
Roswell High School 2007 — 2011
UPMC June 2015 - Present
Quaker Notes A Capella Group September 2012 - January 2015
UPMC May 2014 - August 2014
UPMC May 2013 - August 2013
Wharton Finance Department January 2013 - May 2013
Northwest Philadelphia Interfaith Hospitality Network September 2011 - December 2011
UBS Wealth Management February 2011 - June 2011
Mathnasium - The Math Learning Center February 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Solver, Crystal Ball, Human Resources, Finance, Leadership
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Economics
Roswell High School 2007 — 2011
Steven N. Nick Delaparte Steven N. Nick Delaparte's UBS Wealth Management Experience September 2013 - December 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Outback Steakhouse June 2011 - January 2014
UBS Wealth Management September 2013 - December 2013
Ambling Management Company August 2010 - June 2011
CVS Pharmacy May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Finance, Managerial Finance, Golf, Investments, Customer Service, Leadership, Budgets, Entrepreneurship, Financial Analysis, Sales, Marketing
Education
University of North Florida - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments January 2014 - Present
Outback Steakhouse June 2011 - January 2014
UBS Wealth Management September 2013 - December 2013
Ambling Management Company August 2010 - June 2011
CVS Pharmacy May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Finance, Managerial Finance, Golf, Investments, Customer Service, Leadership, Budgets, Entrepreneurship, Financial Analysis, Sales, Marketing
Education
University of North Florida - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Sean Forester's UBS Wealth Management Experience July 2014 - August 2014
Job Sales and Marketing Intern at johnnieO
Industry Marketing and Advertising
Experience
johnnie-O July 2014 - Present
Kingswood Camp for Boys July 2015 - August 2015
johnnie-O May 2015 - July 2015
UBS Wealth Management July 2014 - August 2014
Craftsbury Outdoor Center June 2014 - June 2014
Kingswood Camp for Boys June 2012 - August 2013
Skills
PowerPoint, Wealth Management, Microsoft Office, Marketing, Editing, Nonprofits, Mutual Funds, Financial Markets, Youth Mentoring
Education
University of Pennsylvania 2013 — 2017
Bachelor of Arts (B.A.), Economic History, Junior
Brunswick School 2009 — 2013
Honor Roll, Grades 9-12
johnnie-O July 2014 - Present
Kingswood Camp for Boys July 2015 - August 2015
johnnie-O May 2015 - July 2015
UBS Wealth Management July 2014 - August 2014
Craftsbury Outdoor Center June 2014 - June 2014
Kingswood Camp for Boys June 2012 - August 2013
Skills
PowerPoint, Wealth Management, Microsoft Office, Marketing, Editing, Nonprofits, Mutual Funds, Financial Markets, Youth Mentoring
Education
University of Pennsylvania 2013 — 2017
Bachelor of Arts (B.A.), Economic History, Junior
Brunswick School 2009 — 2013
Honor Roll, Grades 9-12
Alex Park Alex Park's UBS Wealth Management Experience January 2014 - March 2014
Job Portfolio Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2015 - Present
UBS Wealth Management January 2014 - March 2014
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office
Education
Dartmouth College 2011 — 2015
University of New Hampshire 2010 — 2011
Upper St. Clair High School 2006 — 2010
BNY Mellon Wealth Management June 2015 - Present
UBS Wealth Management January 2014 - March 2014
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office
Education
Dartmouth College 2011 — 2015
University of New Hampshire 2010 — 2011
Upper St. Clair High School 2006 — 2010
Brett Berceau's UBS Wealth Management Experience October 2011 - July 2014
Job Equity Research Analyst at Provident Investment Management
Industry Investment Management
Experience
Provident Investment Management January 2015 - Present
UBS Wealth Management October 2011 - July 2014
Teach for America June 2010 - July 2011
Marine Corps September 2009 - November 2009
Skills
Portfolio Management, Fixed Income, Equities, Analysis, Investment Management, Financial Modeling
Education
University of Notre Dame 2006 — 2009
Bachelor of Science, Mathematics & Economics
New Trier High School 2002 — 2006
Provident Investment Management January 2015 - Present
UBS Wealth Management October 2011 - July 2014
Teach for America June 2010 - July 2011
Marine Corps September 2009 - November 2009
Skills
Portfolio Management, Fixed Income, Equities, Analysis, Investment Management, Financial Modeling
Education
University of Notre Dame 2006 — 2009
Bachelor of Science, Mathematics & Economics
New Trier High School 2002 — 2006
David J. Smith CRPC®'s UBS Wealth Management Experience September 2008 - Present
Job Senior Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2008 - Present
Morgan Stanley August 1984 - September 2008
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration
UBS Wealth Management September 2008 - Present
Morgan Stanley August 1984 - September 2008
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration
Gustavo Centeno Gustavo Centeno's UBS Wealth Management Experience March 2014 - Present
Job Client Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Economics
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Carol Morgan
Carol Morgan
UBS Wealth Management March 2014 - Present
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Economics
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Carol Morgan
Carol Morgan
William J. Meagher, Jr. CIMA William J. Meagher, Jr. CIMA's UBS Wealth Management Experience 2000 - 2006
Job Senior Vice President at Wells Fargo The Private Bank
Industry Financial Services
Experience
Wells Fargo - The Private Bank September 2008 - Present
Millennium Wealth Management August 2006 - September 2008
UBS Wealth Management 2000 - 2006
Morgan Stanley 1994 - 2000
Legg Mason 1989 - 1994
MetLife Financial Services 1987 - 1989
Skills
Wealth Management, Financial Advisory, Investment Management, CRM, Retirement Planning, Trust Services, Credit Analysis, Portfolio Management, Credit, Small Business, Estate Planning, Strategic Financial..., Series 7, High Net Worth..., Loans, Strategy, Banking, Asset Allocation, Mortgage Lending, Investments, Management
Education
The Wharton School of Business
Certified Investment Management Analyst (CIMA) Certificate Program
University of the Sciences in Philadelphia 1981 — 1985
St John Neumann HS
Wells Fargo - The Private Bank September 2008 - Present
Millennium Wealth Management August 2006 - September 2008
UBS Wealth Management 2000 - 2006
Morgan Stanley 1994 - 2000
Legg Mason 1989 - 1994
MetLife Financial Services 1987 - 1989
Skills
Wealth Management, Financial Advisory, Investment Management, CRM, Retirement Planning, Trust Services, Credit Analysis, Portfolio Management, Credit, Small Business, Estate Planning, Strategic Financial..., Series 7, High Net Worth..., Loans, Strategy, Banking, Asset Allocation, Mortgage Lending, Investments, Management
Education
The Wharton School of Business
Certified Investment Management Analyst (CIMA) Certificate Program
University of the Sciences in Philadelphia 1981 — 1985
St John Neumann HS
Roberto Arán's UBS Wealth Management Experience June 2011 - August 2011
Job CoFounder at Eat Inn
Industry Higher Education
Experience
Eat Inn June 2015 - Present
Ignatian Tutoring LLC February 2012 - Present
Deloitte August 2012 - September 2014
University of Notre Dame August 2009 - May 2012
UBS Wealth Management June 2011 - August 2011
Deloitte June 2010 - August 2010
Vector Marketing May 2008 - August 2008
Skills
Tutoring, Financial Analysis, Spanish, Public Speaking, PowerPoint, Research, Event Planning, Statistics, Data Analysis, Microsoft Excel, Sales, Entrepreneurship, Strategy, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BA, Finance and International Business Certificate
Belen Jesuit Preparatory School 2004 — 2008
Eat Inn June 2015 - Present
Ignatian Tutoring LLC February 2012 - Present
Deloitte August 2012 - September 2014
University of Notre Dame August 2009 - May 2012
UBS Wealth Management June 2011 - August 2011
Deloitte June 2010 - August 2010
Vector Marketing May 2008 - August 2008
Skills
Tutoring, Financial Analysis, Spanish, Public Speaking, PowerPoint, Research, Event Planning, Statistics, Data Analysis, Microsoft Excel, Sales, Entrepreneurship, Strategy, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BA, Finance and International Business Certificate
Belen Jesuit Preparatory School 2004 — 2008
Michael Dacosta's UBS Wealth Management Experience June 2008 - September 2008
Job Analyst Corporate Development & Strategy at Bank of the West
Industry Investment Management
Experience
Bank of the West May 2014 - Present
Lending Club December 2012 - December 2013
Cogo Wolf Asset Management July 2009 - September 2009
UBS Wealth Management June 2008 - September 2008
Skills
Alternative Investments, Financial Analysis, Asset Managment, Microsoft Office, Business Strategy, Data Analysis, Equities, Analysis, Portfolio Management, Asset Management, Financial Modeling, Fixed Income, Market Research, Strategy, Customer Service, Microsoft Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of the West May 2014 - Present
Lending Club December 2012 - December 2013
Cogo Wolf Asset Management July 2009 - September 2009
UBS Wealth Management June 2008 - September 2008
Skills
Alternative Investments, Financial Analysis, Asset Managment, Microsoft Office, Business Strategy, Data Analysis, Equities, Analysis, Portfolio Management, Asset Management, Financial Modeling, Fixed Income, Market Research, Strategy, Customer Service, Microsoft Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Ivan Whittey's UBS Wealth Management Experience September 2008 - March 2009
Job Associate at Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Wedbush Morgan Securities June 2009 - August 2009
UBS Wealth Management September 2008 - March 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2007 — 2011
B.S., Business Administration, Finance
Lindsay Goldberg July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Wedbush Morgan Securities June 2009 - August 2009
UBS Wealth Management September 2008 - March 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2007 — 2011
B.S., Business Administration, Finance
Oliver Sitt Oliver Sitt's UBS Wealth Management Experience June 2013 - July 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Milken Family Foundation 2011 - 2015
Morgan Stanley June 2014 - August 2014
UBS Wealth Management June 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
Yuet Hing Fat Investment Co. May 2012 - July 2012
Wells Fargo July 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Analysis, Equities, Portfolio Management, Investments, Wealth Management, Investment Strategies, Financial Services, Asset Management, Derivatives, Bonds
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Economics, Magna Cum Laude
Gabrielino High School 2008 — 2011
Salutatorian
Morgan Stanley June 2015 - Present
Milken Family Foundation 2011 - 2015
Morgan Stanley June 2014 - August 2014
UBS Wealth Management June 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
Yuet Hing Fat Investment Co. May 2012 - July 2012
Wells Fargo July 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Analysis, Equities, Portfolio Management, Investments, Wealth Management, Investment Strategies, Financial Services, Asset Management, Derivatives, Bonds
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Economics, Magna Cum Laude
Gabrielino High School 2008 — 2011
Salutatorian
Luis A. Perez Jr.'s UBS Wealth Management Experience 2006 - 2009
Job Supervisor Balance & Control at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial September 2009 - Present
UBS Wealth Management 2006 - 2009
ADP Clearing and Outsourcing (Ridge Clearing) April 2006 - December 2006
Cantor Fitzgerald July 2005 - April 2006
TD Waterhouse 1998 - 2005
Skills
Securities, DTC, Equities, Series 7, Middle Office, FINRA, Account Reconciliation, Fixed Income, Settlement, Series 24, Financial Services, Back Office, Mutual Funds, Bloomberg, Options, Prime Brokerage, Corporate Actions, Securities Lending, Trading, Bonds, Series 63, Derivatives, Hedge Funds, FX Options, Risk Management
Education
University of Phoenix 2009 — 2014
Management of Accounting AS & Project/Business Management BS, Management of Accounting/Project/Risk Management
HSTAT
E*TRADE Financial September 2009 - Present
UBS Wealth Management 2006 - 2009
ADP Clearing and Outsourcing (Ridge Clearing) April 2006 - December 2006
Cantor Fitzgerald July 2005 - April 2006
TD Waterhouse 1998 - 2005
Skills
Securities, DTC, Equities, Series 7, Middle Office, FINRA, Account Reconciliation, Fixed Income, Settlement, Series 24, Financial Services, Back Office, Mutual Funds, Bloomberg, Options, Prime Brokerage, Corporate Actions, Securities Lending, Trading, Bonds, Series 63, Derivatives, Hedge Funds, FX Options, Risk Management
Education
University of Phoenix 2009 — 2014
Management of Accounting AS & Project/Business Management BS, Management of Accounting/Project/Risk Management
HSTAT
Jamie Ling's UBS Wealth Management Experience October 2004 - November 2007
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Dayton Bombers professional hockey team September 2004 - September 2013
Morgan Stanley Smith Barney November 2007 - March 2013
UBS Wealth Management October 2004 - November 2007
Various AHL, IHL, and ECHL teams October 1996 - May 2003
Skills
Investments, Asset Allocation, Financial Services, 401k, Retirement, Investment Strategies, Insurance, Life Insurance, Investment Planning
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts
Wells Fargo Advisors March 2013 - Present
Dayton Bombers professional hockey team September 2004 - September 2013
Morgan Stanley Smith Barney November 2007 - March 2013
UBS Wealth Management October 2004 - November 2007
Various AHL, IHL, and ECHL teams October 1996 - May 2003
Skills
Investments, Asset Allocation, Financial Services, 401k, Retirement, Investment Strategies, Insurance, Life Insurance, Investment Planning
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts
Brett Coltman's UBS Wealth Management Experience November 2002 - Present
Job Senior Vice President – Wealth Management | Senior Portfolio Manager | Wealth Advisor
Industry Investment Management
Experience
UBS Wealth Management November 2002 - Present
Education
University of Oregon 1990 — 1993
University of Missouri 1989 — 1990
UBS Wealth Management November 2002 - Present
Education
University of Oregon 1990 — 1993
University of Missouri 1989 — 1990
Alberto Washington's UBS Wealth Management Experience September 2010 - October 2011
Job Alberto Washington Founder and Managing Member at Mercury Americas Financial Partners & Mercury Fund Management, LLC
Industry Investment Management
Experience
Mercury Americas Financial Partners & Mercury Fund Management October 2011 - Present
UBS Wealth Management September 2010 - October 2011
AQR Capital Management November 2003 - October 2010
Greenhill & Co. June 2002 - October 2003
Skills
Investments, Financial Modeling, Valuation, Portfolio Management, Equities, Corporate Finance, Series 7, Series 66, Trading, Commodity, Financial Markets, Hedge Funds, Derivatives, Alternative Investments, Trading Systems, Bloomberg, Options, Asset Allocation, Investment Strategies, Uniform Combined State..., Asset Management, Private Equity, Mergers & Acquisitions, Management, Fixed Income, Capital Markets, Financial Services
Education
University of Pennsylvania 2001 — 2002
Master of Science in Engiineering, Systems Engineering
University of Pennsylvania 1998 — 2002
Bachelor of Science in Engineering, Systems Engineering
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science in Economics, Finance & Management
Mercury Americas Financial Partners & Mercury Fund Management October 2011 - Present
UBS Wealth Management September 2010 - October 2011
AQR Capital Management November 2003 - October 2010
Greenhill & Co. June 2002 - October 2003
Skills
Investments, Financial Modeling, Valuation, Portfolio Management, Equities, Corporate Finance, Series 7, Series 66, Trading, Commodity, Financial Markets, Hedge Funds, Derivatives, Alternative Investments, Trading Systems, Bloomberg, Options, Asset Allocation, Investment Strategies, Uniform Combined State..., Asset Management, Private Equity, Mergers & Acquisitions, Management, Fixed Income, Capital Markets, Financial Services
Education
University of Pennsylvania 2001 — 2002
Master of Science in Engiineering, Systems Engineering
University of Pennsylvania 1998 — 2002
Bachelor of Science in Engineering, Systems Engineering
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science in Economics, Finance & Management
Chris Taeger's UBS Wealth Management Experience
Job Quality Assurance analyst at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management
Skills
Requirements Analysis, Software Quality..., Technical Writing
Education
University of Pennsylvania - The Wharton School
B.S Economics, Computer/Information Technology Administration and Management
UBS Wealth Management
Skills
Requirements Analysis, Software Quality..., Technical Writing
Education
University of Pennsylvania - The Wharton School
B.S Economics, Computer/Information Technology Administration and Management
Ron Fusillo's UBS Wealth Management Experience 1997 - 2007
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2007 - Present
UBS 2003 - Present
UBS Financial Services Inc January 1997 - August 2007
UBS Wealth Management 1997 - 2007
Paine Webber 1977 - 2002
Skills
Equities, Fixed Income, Securities, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Derivatives, Investments, Wealth Management, Portfolio Management, Trading, Mutual Funds, Investment Banking, FX Options, Vendor Management, Change Management, Financial Services, Financial Analysis, Strategic Financial...
Education
Univerisity of Rockville 1999 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wharton School of Business 1997 — 1997
Banking, Corporate, Finance, and Securities Law
UBS Investment Bank September 2007 - Present
UBS 2003 - Present
UBS Financial Services Inc January 1997 - August 2007
UBS Wealth Management 1997 - 2007
Paine Webber 1977 - 2002
Skills
Equities, Fixed Income, Securities, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Derivatives, Investments, Wealth Management, Portfolio Management, Trading, Mutual Funds, Investment Banking, FX Options, Vendor Management, Change Management, Financial Services, Financial Analysis, Strategic Financial...
Education
Univerisity of Rockville 1999 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wharton School of Business 1997 — 1997
Banking, Corporate, Finance, and Securities Law
Vincent Finney's UBS Wealth Management Experience January 2009 - Present
Job Senior Vice President Wealth Management / Senior Portfolio Manager / Top 35 Under 35 UBS Wealth Management 2014 Class
Industry Investment Management
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch October 2003 - January 2009
Smith Barney September 2001 - October 2003
Skills
Wealth Management..., Investment Advisory, Financial Advisory, Uniform Combined State..., Estate Planning, 401k, IRAs, Risk Management, Banking, Business Analysis, Financial Modeling, Series 7, Series 66, High Net Worth..., 401k Rollovers, Wealth Preservation..., Personal Financial...
Education
Mount Union College 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
UBS Wealth Management January 2009 - Present
Merrill Lynch October 2003 - January 2009
Smith Barney September 2001 - October 2003
Skills
Wealth Management..., Investment Advisory, Financial Advisory, Uniform Combined State..., Estate Planning, 401k, IRAs, Risk Management, Banking, Business Analysis, Financial Modeling, Series 7, Series 66, High Net Worth..., 401k Rollovers, Wealth Preservation..., Personal Financial...
Education
Mount Union College 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
Jay Halverson's UBS Wealth Management Experience April 2014 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2014 - Present
Financial Blueprint Design, LLC December 2007 - April 2014
World Pet 2004 - 2007
Certified Security Solutions 2002 - 2003
Unicru 2001 - 2002
E*TRADE Financial 1997 - 2000
Standard Insurance Company 1988 - 1997
Education
University of Oregon
Finance
UBS Wealth Management April 2014 - Present
Financial Blueprint Design, LLC December 2007 - April 2014
World Pet 2004 - 2007
Certified Security Solutions 2002 - 2003
Unicru 2001 - 2002
E*TRADE Financial 1997 - 2000
Standard Insurance Company 1988 - 1997
Education
University of Oregon
Finance
Joseph Sesin's UBS Wealth Management Experience June 2006 - August 2007
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2010 - Present
New York State Housing Finance Agency June 2009 - June 2010
J.P. Morgan 2009 - 2010
Aspen Equities LLC June 2008 - August 2008
UBS Wealth Management June 2006 - August 2007
UBS 2006 - 2007
Delaware Street Capital 2005 - 2005
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Due Diligence, Series 7, VBA, Bonds, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Urban Studies, Economics, Real Estate Development
J.P. Morgan June 2010 - Present
New York State Housing Finance Agency June 2009 - June 2010
J.P. Morgan 2009 - 2010
Aspen Equities LLC June 2008 - August 2008
UBS Wealth Management June 2006 - August 2007
UBS 2006 - 2007
Delaware Street Capital 2005 - 2005
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Due Diligence, Series 7, VBA, Bonds, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Urban Studies, Economics, Real Estate Development
Gabriela Pirana's UBS Wealth Management Experience 2010 - 2010
Job Associate Attorney
Industry Law Practice
Experience
Ver Ploeg & Lumpkin September 2014 - Present
Ver Ploeg & Lumpkin May 2013 - August 2013
United States District Court for the Southern District of Florida, Honorable Jose E. Martinez July 2012 - April 2013
Lex Counsel, Costa Rica May 2012 - June 2012
UBS Wealth Management 2010 - 2010
Prudential Americana Group 2008 - 2010
Skills
Legal Research, Legal Writing, Legal Issues, Litigation, Microsoft Office, Westlaw, Civil Litigation
Education
University of Miami School of Law 2011 — 2014
Juris Doctor
University of Nevada-Las Vegas 2006 — 2010
BSBA, Finance
Ver Ploeg & Lumpkin September 2014 - Present
Ver Ploeg & Lumpkin May 2013 - August 2013
United States District Court for the Southern District of Florida, Honorable Jose E. Martinez July 2012 - April 2013
Lex Counsel, Costa Rica May 2012 - June 2012
UBS Wealth Management 2010 - 2010
Prudential Americana Group 2008 - 2010
Skills
Legal Research, Legal Writing, Legal Issues, Litigation, Microsoft Office, Westlaw, Civil Litigation
Education
University of Miami School of Law 2011 — 2014
Juris Doctor
University of Nevada-Las Vegas 2006 — 2010
BSBA, Finance
Yogesh Chandani's UBS Wealth Management Experience 2007 - 2007
Job Product control at BNP Paribas
Industry Investment Management
Experience
BNP Paribas 2009 - Present
Data Glove Inc. 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Wealth Management 2007 - 2007
Skills
Product Control, Derivatives, Fixed Income, Equities, Capital Markets, Financial Analysis, Bloomberg, Valuation, Business Analysis
Education
Baruch college - Zicklin School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of Mumbai
Master's degree, Accounting
BNP Paribas 2009 - Present
Data Glove Inc. 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Wealth Management 2007 - 2007
Skills
Product Control, Derivatives, Fixed Income, Equities, Capital Markets, Financial Analysis, Bloomberg, Valuation, Business Analysis
Education
Baruch college - Zicklin School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of Mumbai
Master's degree, Accounting
Brian Jelenek's UBS Wealth Management Experience March 2013 - June 2014
Job Executive Director at JPMorgan Chase Intelligent Solutions
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
UBS Wealth Management March 2013 - June 2014
The Boston Consulting Group May 2007 - February 2013
North Hill Ventures October 2003 - July 2005
Capital One July 1999 - September 2003
Skills
Financial Modeling, Analytics, Credit Cards, Valuation, Financial Services, Strategy, Management Consulting, Segmentation, Financial Analysis, Corporate Development, Business Strategy, Mergers, Private Equity, Corporate Finance, Strategic Consulting, Venture Capital, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Vanderbilt University 1995 — 1999
BA, Economics
Sewanhaka High School
JPMorgan Chase July 2014 - Present
UBS Wealth Management March 2013 - June 2014
The Boston Consulting Group May 2007 - February 2013
North Hill Ventures October 2003 - July 2005
Capital One July 1999 - September 2003
Skills
Financial Modeling, Analytics, Credit Cards, Valuation, Financial Services, Strategy, Management Consulting, Segmentation, Financial Analysis, Corporate Development, Business Strategy, Mergers, Private Equity, Corporate Finance, Strategic Consulting, Venture Capital, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Vanderbilt University 1995 — 1999
BA, Economics
Sewanhaka High School
Ari Hadida, CFA's UBS Wealth Management Experience July 2006 - September 2010
Job at J.P. Morgan Securities LLC.
Industry Financial Services
Experience
J.P. Morgan Securities LLC. September 2010 - Present
UBS Wealth Management July 2006 - September 2010
Safra National Bank of New York 2004 - 2004
Skills
Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Due Diligence, Emerging Markets, Equities, Fixed Income, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Valuation, Wealth Management, Private Equity
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Finance, Actuarial Science
J.P. Morgan Securities LLC. September 2010 - Present
UBS Wealth Management July 2006 - September 2010
Safra National Bank of New York 2004 - 2004
Skills
Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Due Diligence, Emerging Markets, Equities, Fixed Income, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Valuation, Wealth Management, Private Equity
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Finance, Actuarial Science
Matthew Odom, CFP®'s UBS Wealth Management Experience December 2008 - Present
Job Vice President Wealth Management, Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
Morgan Stanley June 2001 - December 2008
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS
UBS Wealth Management December 2008 - Present
Morgan Stanley June 2001 - December 2008
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS
Dan Draper's UBS Wealth Management Experience 2003 - 2005
Job Managing Director at Invesco PowerShares Global ETFs
Industry Financial Services
Experience
Invesco PowerShares Global ETFs September 2013 - Present
Credit Suisse 2010 - 2013
Lyxor Asset Management 2007 - 2010
Barclays Global Investors 2005 - 2007
UBS Wealth Management 2003 - 2005
Cazenove PLC 2002 - 2003
Goldman Sachs International 1999 - 2002
Salomon Brothers Inc. 1992 - 1997
The Gulfstar Group, Inc. 1991 - 1992
Skills
ETFs, Hedge Funds, Equities, Investment Banking, Alternative Investments, Fixed Income, Equity Derivatives, Financial Markets, Options, Asset Management, Structured Products, Investments, Derivatives, Trading Systems, Asset Allocation, Trading, Commodity, Portfolio Management, Asset Managment, FX Options, Capital Markets, Electronic Trading, Bloomberg, Series 7, Equity Research, Emerging Markets, Financial Services, Investment Management, Investment Strategies, Hedging, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Master of Business Administration (MBA)
The College of William and Mary in Virginia 1987 — 1991
Bachelor of Arts (BA), Major Degree: Economics & Minor Degree: English Literature
Invesco PowerShares Global ETFs September 2013 - Present
Credit Suisse 2010 - 2013
Lyxor Asset Management 2007 - 2010
Barclays Global Investors 2005 - 2007
UBS Wealth Management 2003 - 2005
Cazenove PLC 2002 - 2003
Goldman Sachs International 1999 - 2002
Salomon Brothers Inc. 1992 - 1997
The Gulfstar Group, Inc. 1991 - 1992
Skills
ETFs, Hedge Funds, Equities, Investment Banking, Alternative Investments, Fixed Income, Equity Derivatives, Financial Markets, Options, Asset Management, Structured Products, Investments, Derivatives, Trading Systems, Asset Allocation, Trading, Commodity, Portfolio Management, Asset Managment, FX Options, Capital Markets, Electronic Trading, Bloomberg, Series 7, Equity Research, Emerging Markets, Financial Services, Investment Management, Investment Strategies, Hedging, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Master of Business Administration (MBA)
The College of William and Mary in Virginia 1987 — 1991
Bachelor of Arts (BA), Major Degree: Economics & Minor Degree: English Literature
Neal Warren's UBS Wealth Management Experience June 2005 - August 2005
Job Manager of Financial Accounting at Brookstone
Industry Accounting
Experience
Brookstone July 2015 - Present
BerryDunn July 2009 - July 2015
WPI June 2008 - August 2008
UBS Wealth Management June 2005 - August 2005
Skills
Cost Reporting, OMB Circular A-133, Yellow Book, Financial Statement..., HUD audits, GAAP, Acoustic Guitar, Auditing, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Management, Financial Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2009
Masters, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Bachelors, Accounting
Brookstone July 2015 - Present
BerryDunn July 2009 - July 2015
WPI June 2008 - August 2008
UBS Wealth Management June 2005 - August 2005
Skills
Cost Reporting, OMB Circular A-133, Yellow Book, Financial Statement..., HUD audits, GAAP, Acoustic Guitar, Auditing, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Management, Financial Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2009
Masters, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Bachelors, Accounting
Eric Brodwin's UBS Wealth Management Experience October 2003 - October 2005
Job Chief Investment Officer, Congress Park Capital LLC
Industry Financial Services
Experience
Congress Park Capital LLC June 2009 - Present
Merrill Lynch October 2005 - June 2009
UBS Wealth Management October 2003 - October 2005
Forza Corp. September 1998 - October 2003
Holberg Industries January 1996 - July 1998
TM Capital January 1994 - May 1995
Skills
Portfolio Management, Investments, Financial Modeling, Strategy, Mergers & Acquisitions, Consulting, Investment Banking, Finance, Analysis
Education
University of Pennsylvania - The Wharton School
Congress Park Capital LLC June 2009 - Present
Merrill Lynch October 2005 - June 2009
UBS Wealth Management October 2003 - October 2005
Forza Corp. September 1998 - October 2003
Holberg Industries January 1996 - July 1998
TM Capital January 1994 - May 1995
Skills
Portfolio Management, Investments, Financial Modeling, Strategy, Mergers & Acquisitions, Consulting, Investment Banking, Finance, Analysis
Education
University of Pennsylvania - The Wharton School
T.J. Goelz's UBS Wealth Management Experience March 2009 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Wealth Management March 2009 - Present
Smith Barney June 1998 - March 2009
Skills
Investments, Retirement Planning, Asset Managment, Wealth Management, Series 7, Asset Allocation, Wealth Management..., Investment Advisory, Alternative Investments, Series 63, Portfolio Management, Financial Advisory, Securities, Mutual Funds, Equities, Estate Planning
Education
University of North Florida - College of Business Administration 1990 — 1994
finance, Finance, Investments
UBS Wealth Management March 2009 - Present
Smith Barney June 1998 - March 2009
Skills
Investments, Retirement Planning, Asset Managment, Wealth Management, Series 7, Asset Allocation, Wealth Management..., Investment Advisory, Alternative Investments, Series 63, Portfolio Management, Financial Advisory, Securities, Mutual Funds, Equities, Estate Planning
Education
University of North Florida - College of Business Administration 1990 — 1994
finance, Finance, Investments
Phillip Laroche's UBS Wealth Management Experience June 2008 - August 2008
Job Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners October 2012 - Present
Houlihan Lokey July 2009 - September 2012
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Special Situations, Valuation, High Yield, Investment Banking, Capital Structure, Financial Analysis, Debt Restructuring, Restructuring, Due Diligence, Bloomberg, Capital IQ, Recapitalizations, DCF
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics
Guggenheim Partners October 2012 - Present
Houlihan Lokey July 2009 - September 2012
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Special Situations, Valuation, High Yield, Investment Banking, Capital Structure, Financial Analysis, Debt Restructuring, Restructuring, Due Diligence, Bloomberg, Capital IQ, Recapitalizations, DCF
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics
Bhavesh Parmar's UBS Wealth Management Experience March 2004 - August 2010
Job Team Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
UBS Wealth Management March 2004 - August 2010
Education
University of Mumbai
Bank of America August 2010 - Present
UBS Wealth Management March 2004 - August 2010
Education
University of Mumbai
Robert Loftus's UBS Wealth Management Experience June 2010 - September 2010
Job Legal Intern Business Court at Eighth Judicial District Court, Department Eleven
Industry Law Practice
Experience
Eighth Judicial District Court, Department Eleven January 2014 - Present
Nevada Secretary of State Securities Division March 2013 - Present
Clark County District Attorney September 2013 - November 2013
United States Senate May 2013 - August 2013
Ameriprise Financial Services, Inc. March 2012 - July 2012
UBS Wealth Management June 2010 - September 2010
Merrill Lynch Global Wealth & Investment Management September 2006 - June 2010
Skills
Series 7, Series 66, Health Insurance, Life Insurance
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2012 — 2015
University of Nevada-Las Vegas - College of Business
Bachelor of Science (B.S.), Finance
Eighth Judicial District Court, Department Eleven January 2014 - Present
Nevada Secretary of State Securities Division March 2013 - Present
Clark County District Attorney September 2013 - November 2013
United States Senate May 2013 - August 2013
Ameriprise Financial Services, Inc. March 2012 - July 2012
UBS Wealth Management June 2010 - September 2010
Merrill Lynch Global Wealth & Investment Management September 2006 - June 2010
Skills
Series 7, Series 66, Health Insurance, Life Insurance
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2012 — 2015
University of Nevada-Las Vegas - College of Business
Bachelor of Science (B.S.), Finance
Cynthia Tatham's UBS Wealth Management Experience September 2008 - March 2009
Job Director of Operations
Industry Investment Management
Experience
Paragon Outcomes Management LLC March 2009 - Present
UBS Wealth Management September 2008 - March 2009
Lehman Brothers October 2005 - September 2008
Broad Realty/ New York Living Solutions June 2005 - October 2005
Lehman Brothers June 2003 - August 2003
Lehman Brothers June 2002 - August 2002
Lehman Brothers June 1999 - June 2001
Skills
Capital Markets, Equities, Series 7, Fixed Income, Asset Management, Investments, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Trading, Options
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics, Political Science
Stuyvesant High School 1997 — 2001
Paragon Outcomes Management LLC March 2009 - Present
UBS Wealth Management September 2008 - March 2009
Lehman Brothers October 2005 - September 2008
Broad Realty/ New York Living Solutions June 2005 - October 2005
Lehman Brothers June 2003 - August 2003
Lehman Brothers June 2002 - August 2002
Lehman Brothers June 1999 - June 2001
Skills
Capital Markets, Equities, Series 7, Fixed Income, Asset Management, Investments, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Trading, Options
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics, Political Science
Stuyvesant High School 1997 — 2001
Omar Elangbawy's UBS Wealth Management Experience July 2006 - November 2007
Job Associate Director, US Equity Strategy at UBS
Industry Research
Experience
UBS Investment Bank August 2013 - Present
Becker Drapkin Management September 2012 - May 2013
FLAG Capital Management, LLC October 2009 - December 2011
UBS Global Asset Management November 2007 - October 2009
UBS Wealth Management July 2006 - November 2007
Skills
Private Equity, Hedge Funds, Venture Capital, Fund Of Funds, Due Diligence, Mutual Funds, Valuation, Financial Modeling, Equities, Alternative Investments, Investment Banking, Emerging Markets, Corporate Finance, Bloomberg, Investments, Investment Management, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Investor Relations, Equity Research, Derivatives
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance
University of Pennsylvania 2002 — 2006
BA / BSE, Economics / Computer Science
UBS Investment Bank August 2013 - Present
Becker Drapkin Management September 2012 - May 2013
FLAG Capital Management, LLC October 2009 - December 2011
UBS Global Asset Management November 2007 - October 2009
UBS Wealth Management July 2006 - November 2007
Skills
Private Equity, Hedge Funds, Venture Capital, Fund Of Funds, Due Diligence, Mutual Funds, Valuation, Financial Modeling, Equities, Alternative Investments, Investment Banking, Emerging Markets, Corporate Finance, Bloomberg, Investments, Investment Management, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Investor Relations, Equity Research, Derivatives
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance
University of Pennsylvania 2002 — 2006
BA / BSE, Economics / Computer Science
Tianni Lin's UBS Wealth Management Experience July 2013 - July 2013
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
KGI Asia June 2014 - August 2014
University of Pennsylvania September 2013 - May 2014
UBS Wealth Management July 2013 - July 2013
Skills
Microsoft Office, Mandarin, Research, Equity Research, Equity Sales, Microsoft Excel, Corporate Finance, Presentations, Economics, Securities, Bloomberg, Data Mining, Entrepreneurship, Corporate Outreach, Trading, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Business/Commerce, General
The Hockaday School, Dallas TX 2009 — 2012
Morgan Stanley June 2015 - August 2015
KGI Asia June 2014 - August 2014
University of Pennsylvania September 2013 - May 2014
UBS Wealth Management July 2013 - July 2013
Skills
Microsoft Office, Mandarin, Research, Equity Research, Equity Sales, Microsoft Excel, Corporate Finance, Presentations, Economics, Securities, Bloomberg, Data Mining, Entrepreneurship, Corporate Outreach, Trading, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Business/Commerce, General
The Hockaday School, Dallas TX 2009 — 2012
Eric Gea's UBS Wealth Management Experience September 2009 - January 2010
Job MBA Candidate at The Wharton School University of Pennsylvania
Industry
Experience
Tesla Motors May 2015 - August 2015
QFS Asset Management, L.P. November 2011 - 2013
Krebol Management June 2010 - September 2011
UBS Wealth Management September 2009 - January 2010
JP Morgan June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate, Strategic Management, Marketing & Operations
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (BSc), Finance, Marketing
Tesla Motors May 2015 - August 2015
QFS Asset Management, L.P. November 2011 - 2013
Krebol Management June 2010 - September 2011
UBS Wealth Management September 2009 - January 2010
JP Morgan June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate, Strategic Management, Marketing & Operations
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (BSc), Finance, Marketing
Kathleen Cogan's UBS Wealth Management Experience June 2010 - August 2010
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Financial Modeling, Public Speaking, Social Media, Leadership, Research, Finance, Analysis, Customer Service
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Sacred Heart Academy 2004 — 2008
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Financial Modeling, Public Speaking, Social Media, Leadership, Research, Finance, Analysis, Customer Service
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Sacred Heart Academy 2004 — 2008
Alice Eunjin Lee's UBS Wealth Management Experience June 2008 - August 2008
Job Consultant
Industry Management Consulting
Experience
Capco July 2015 - Present
Hyundai Card∙Life∙Capital∙Commercial May 2012 - April 2015
Accenture July 2011 - April 2012
Accenture July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Strategy, Business Strategy, Business Planning, Project Management, Business Development, Consulting, Management Consulting, Financial Modeling, Operating Models, Stakeholder Management, Data Analysis, Financial Services, Consumer Financing, Credit Cards, Commercial Finance, Analysis, Competitive Analysis, Market Research
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Marketing
Capco July 2015 - Present
Hyundai Card∙Life∙Capital∙Commercial May 2012 - April 2015
Accenture July 2011 - April 2012
Accenture July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Strategy, Business Strategy, Business Planning, Project Management, Business Development, Consulting, Management Consulting, Financial Modeling, Operating Models, Stakeholder Management, Data Analysis, Financial Services, Consumer Financing, Credit Cards, Commercial Finance, Analysis, Competitive Analysis, Market Research
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Marketing
Igor Shteyn's UBS Wealth Management Experience July 2007 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2007 - Present
Charles Schwab April 2004 - March 2007
Wells Fargo Advisors April 2003 - March 2004
H&R Block Financial Advisors February 1999 - May 2001
Skills
Product Management, Business Development, Risk Management, Operations Management, Trading, Trading Systems, Sales, Executive Advisory..., Capital Markets, Corporate Development, 10b5-1 Plans, Precious Metals, Risk Assessment, Product Development, Vendor Management, Contract Negotiation, Business Strategy, Business Analysis, Client Relations Skills, Financial Advisory, Venture Capital, Hedging, Concentrated Stock..., New Vendor Development, System Design
Education
University of North Florida 1994 — 1998
Bachelor of Business Administration (BBA), Finance, Graduated with Honors
UBS Wealth Management July 2007 - Present
Charles Schwab April 2004 - March 2007
Wells Fargo Advisors April 2003 - March 2004
H&R Block Financial Advisors February 1999 - May 2001
Skills
Product Management, Business Development, Risk Management, Operations Management, Trading, Trading Systems, Sales, Executive Advisory..., Capital Markets, Corporate Development, 10b5-1 Plans, Precious Metals, Risk Assessment, Product Development, Vendor Management, Contract Negotiation, Business Strategy, Business Analysis, Client Relations Skills, Financial Advisory, Venture Capital, Hedging, Concentrated Stock..., New Vendor Development, System Design
Education
University of North Florida 1994 — 1998
Bachelor of Business Administration (BBA), Finance, Graduated with Honors
Bob Graham's UBS Wealth Management Experience January 2009 - July 2012
Job Founding Partner and CEO for Great Lakes and Atlantic Wealth Management and Advisory Partners
Industry Investment Management
Experience
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Great Lakes and Atlantic wealth management advisors March 2014 - Present
Robert E Graham Consulting Inc September 2013 - Present
UBS July 2012 - September 2013
UBS Wealth Management January 2009 - July 2012
UBS Wealth Management January 2009 - July 2012
Merrill Lynch June 1999 - January 2009
Merrill Lynch May 2006 - January 2007
Merrill Lynch January 1997 - April 1999
Merrill Lynch May 1991 - April 1997
Skills
Fixed Income, Securities, Wealth Management, Mutual Funds, Capital Markets, Asset Allocation, Series 7, Series 63, Management, Investments, Insurance, Asset Management, FINRA, Leadership, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Investment Management, Risk Management, Financial Advisory, Retirement, Financial Markets, Estate Planning, Relationship Management, Financial Risk, Fixed Annuities, Financial Services, Options, Uniform Combined State..., Portfolio Management, Series 24, Hedge Funds, ETFs, Wealth, Bonds, Strategic Financial..., Private Banking, Finance, Strategy, Strategic Planning, Private Equity, Financial Analysis, Financial Modeling, Trading, Executive Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
securities institute association
Executive leadership at the Wharton school at the University of Pennsylvania 1997 — 1998
Executive Leadership development
Saint John's University 1972 — 1976
BS, Economics, Marketing
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Great Lakes and Atlantic wealth management advisors March 2014 - Present
Robert E Graham Consulting Inc September 2013 - Present
UBS July 2012 - September 2013
UBS Wealth Management January 2009 - July 2012
UBS Wealth Management January 2009 - July 2012
Merrill Lynch June 1999 - January 2009
Merrill Lynch May 2006 - January 2007
Merrill Lynch January 1997 - April 1999
Merrill Lynch May 1991 - April 1997
Skills
Fixed Income, Securities, Wealth Management, Mutual Funds, Capital Markets, Asset Allocation, Series 7, Series 63, Management, Investments, Insurance, Asset Management, FINRA, Leadership, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Investment Management, Risk Management, Financial Advisory, Retirement, Financial Markets, Estate Planning, Relationship Management, Financial Risk, Fixed Annuities, Financial Services, Options, Uniform Combined State..., Portfolio Management, Series 24, Hedge Funds, ETFs, Wealth, Bonds, Strategic Financial..., Private Banking, Finance, Strategy, Strategic Planning, Private Equity, Financial Analysis, Financial Modeling, Trading, Executive Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
securities institute association
Executive leadership at the Wharton school at the University of Pennsylvania 1997 — 1998
Executive Leadership development
Saint John's University 1972 — 1976
BS, Economics, Marketing
Ken Brasted's UBS Wealth Management Experience January 2008 - August 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors January 2005 - January 2009
UBS Wealth Management January 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 1960 — 1962
MBA, Finance
Dartmouth College 1953 — 1957
BA, Ecnomics
Wells Fargo Advisors January 2005 - January 2009
UBS Wealth Management January 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 1960 — 1962
MBA, Finance
Dartmouth College 1953 — 1957
BA, Ecnomics
Samuel Hood's UBS Wealth Management Experience July 2012 - February 2014
Job Vice President at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities June 2014 - Present
UBS Wealth Management July 2012 - February 2014
UBS Wealth Management January 2012 - July 2012
Deutsche Bank 2007 - 2011
ThinkCentric, Inc. 2004 - 2007
Cicero Inc. 2002 - 2003
Merrill Lynch 1995 - 2001
Capgemini 1993 - 1995
Design Integrity Systems 1988 - 1993
Pepper, Hamilton & Scheetz 1986 - 1988
Skills
Financial Services, ITIL, Portfolio Management, Requirements Analysis, Outsourcing, IT Strategy, Program Management, Asset Managment, Trading Systems, Integration, Trading, Securities, Strategy, Management, Asset Management, Cloud Computing, Data Center, Risk Management, Management Consulting, Project Management, Analysis, Databases, Infrastructure, Vendor Management, Enterprise Architecture, Information Technology, Governance, Business Analysis, Project Portfolio..., SDLC, PMO, Architecture, IT Management, Professional Services, Software Project..., Project Delivery, Oracle, Solution Architecture, Business Process, Business Intelligence, Business Process..., Business Transformation, Architectures
Education
University of Pennsylvania 1969 — 1973
BA, Mathematics
Deutsche Bank Securities June 2014 - Present
UBS Wealth Management July 2012 - February 2014
UBS Wealth Management January 2012 - July 2012
Deutsche Bank 2007 - 2011
ThinkCentric, Inc. 2004 - 2007
Cicero Inc. 2002 - 2003
Merrill Lynch 1995 - 2001
Capgemini 1993 - 1995
Design Integrity Systems 1988 - 1993
Pepper, Hamilton & Scheetz 1986 - 1988
Skills
Financial Services, ITIL, Portfolio Management, Requirements Analysis, Outsourcing, IT Strategy, Program Management, Asset Managment, Trading Systems, Integration, Trading, Securities, Strategy, Management, Asset Management, Cloud Computing, Data Center, Risk Management, Management Consulting, Project Management, Analysis, Databases, Infrastructure, Vendor Management, Enterprise Architecture, Information Technology, Governance, Business Analysis, Project Portfolio..., SDLC, PMO, Architecture, IT Management, Professional Services, Software Project..., Project Delivery, Oracle, Solution Architecture, Business Process, Business Intelligence, Business Process..., Business Transformation, Architectures
Education
University of Pennsylvania 1969 — 1973
BA, Mathematics
Thomas Hendrickson's UBS Wealth Management Experience January 1998 - Present
Job Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 1998 - Present
Skills
Fixed Income, Series 7, Portfolio Management, Asset Management, Alternative Investments, Investment Banking, Financial Analysis, Leveraged Finance, Business Restructures, Asset Allocation, Emerging Markets, Financial Advisory, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Series 63, Bonds, Equity Research, Financial Modeling, Business Strategy, Corporate Finance, Strategy, Finance, Investments, Strategic Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, History
University of North Carolina at Chapel Hill 1990 — 1994
BA, History
UBS Wealth Management January 1998 - Present
Skills
Fixed Income, Series 7, Portfolio Management, Asset Management, Alternative Investments, Investment Banking, Financial Analysis, Leveraged Finance, Business Restructures, Asset Allocation, Emerging Markets, Financial Advisory, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Series 63, Bonds, Equity Research, Financial Modeling, Business Strategy, Corporate Finance, Strategy, Finance, Investments, Strategic Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, History
University of North Carolina at Chapel Hill 1990 — 1994
BA, History
Max Scherzer's UBS Wealth Management Experience June 2013 - August 2013
Job Intern at Valens Global
Industry International Affairs
Experience
Open Society Foundations June 2015 - August 2015
Building On Bond Restaurant June 2013 - August 2015
Open Society Foundations July 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
New York Communities for Change June 2012 - August 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), International Relations and Affairs
Brooklyn Friends School 2000 — 2011
High School
Open Society Foundations June 2015 - August 2015
Building On Bond Restaurant June 2013 - August 2015
Open Society Foundations July 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
New York Communities for Change June 2012 - August 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), International Relations and Affairs
Brooklyn Friends School 2000 — 2011
High School
william finnegan's UBS Wealth Management Experience January 2002 - March 2010
Job Branch Manager Corpus Christi at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC June 2010 - Present
UBS Wealth Management January 2002 - March 2010
Skills
Series 7, Series 24, Series 63, series...
Education
University of Nevada-Las Vegas 1978 — 1981
Bachelor of Science (BS), Hotel/Motel Administration/Management
MorganStanley SmithBarney LLC June 2010 - Present
UBS Wealth Management January 2002 - March 2010
Skills
Series 7, Series 24, Series 63, series...
Education
University of Nevada-Las Vegas 1978 — 1981
Bachelor of Science (BS), Hotel/Motel Administration/Management
John A. Kilian, CFP®'s UBS Wealth Management Experience January 2008 - Present
Job Senior Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management January 2008 - Present
Education
NYU SCPS 2011 — 2012
Certification in Financial Planning, Financial Planning
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Science (BS), Finance, Marketing
UBS Wealth Management January 2008 - Present
Education
NYU SCPS 2011 — 2012
Certification in Financial Planning, Financial Planning
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Science (BS), Finance, Marketing
Drew Camerota's UBS Wealth Management Experience 2004 - 2009
Job Senior Vice President at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company May 2009 - Present
UBS Wealth Management 2004 - 2009
Fox Television 1990 - 2004
wbz tv 1984 - 1986
Education
University of New Hampshire
Bachelor's degree, Politics, Economics and Italian
The Bryn Mawr Trust Company May 2009 - Present
UBS Wealth Management 2004 - 2009
Fox Television 1990 - 2004
wbz tv 1984 - 1986
Education
University of New Hampshire
Bachelor's degree, Politics, Economics and Italian
Brian Deigan's UBS Wealth Management Experience March 2008 - Present
Job Registered CSA at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2008 - Present
Education
University of Oregon
University of Oregon
B.S., Economics
UBS Wealth Management March 2008 - Present
Education
University of Oregon
University of Oregon
B.S., Economics
Alec Somers's UBS Wealth Management Experience November 2013 - April 2014
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
UBS Wealth Management November 2013 - April 2014
Skills
Microsoft Word, Leadership, PowerPoint, Social Media, Microsoft Excel, Data Analysis, Teamwork, Public Speaking, Microsoft Office, Research
Education
University of Pennsylvania 2011 — 2015
Bachelor's Degree
Malvern Preparatory School 2003 — 2011
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
UBS Wealth Management November 2013 - April 2014
Skills
Microsoft Word, Leadership, PowerPoint, Social Media, Microsoft Excel, Data Analysis, Teamwork, Public Speaking, Microsoft Office, Research
Education
University of Pennsylvania 2011 — 2015
Bachelor's Degree
Malvern Preparatory School 2003 — 2011
Chris Twombly's UBS Wealth Management Experience June 2012 - August 2012
Job Recent Graduate of the University of Pennsylvania
Industry Financial Services
Experience
UBS Wealth Management June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Critical Reading
Education
University of Pennsylvania 2009 — 2013
Millburn High School 2005 — 2009
UBS Wealth Management June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Critical Reading
Education
University of Pennsylvania 2009 — 2013
Millburn High School 2005 — 2009
Jessica Blake's UBS Wealth Management Experience April 2015 - Present
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
Northwestern Mutual September 2011 - April 2015
Education
University of Oregon 1993 — 1996
UBS Wealth Management April 2015 - Present
Northwestern Mutual September 2011 - April 2015
Education
University of Oregon 1993 — 1996