UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Toa Dunn Toa Dunn Greater Los Angeles Area Details
Toa Dunn's UBS Wealth Management Experience August 2004 - March 2005
Job Creative Development Consultant
Industry Music
Experience
Goldline International, Inc  December 2010 - 2012
Union Bank  February 2005 - June 2009
UBS Wealth Management   August 2004 - March 2005

Skills
Production Managment, Special Events..., Project Management, Relationship Management, Music Production, Music Supervision, Contract Negotiation, Trading, Asset Management, Financial Analysis, Credit, Fixed Income, Derivatives, Equities, Corporate Finance

Education
University of Southern California
Economics

Jacque Loewy Jacque Loewy Los Angeles, California Details
Jacque Loewy's UBS Wealth Management Experience January 2013 - July 2013
Job Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  December 2014 - Present
Soapp   January 2014 - July 2014
UBS Wealth Management   January 2013 - July 2013
University of Southern California Annenberg School of Communications (Annenberg TV News)   August 2011 - December 2012
USC Annenberg Student Services   August 2011 - May 2012

Skills
Financial Analysis, Financial Planning, Financial Markets, Press Releases, Social Networking, Public Relations, Marketing, Social Media Marketing, Event Management, Blogging, Social Media, Video Production, Media Relations, Publicity, Final Cut Pro, Outstanding..., AP Style, Marketing Communications, Market Research, Advertising, Proofreading, Creative Writing, Journalism, Speech Writing, Report Writing, Integrated Marketing..., Digital Marketing, Public Speaking, Cision, SEO, Business Strategy, Business Analysis, Marketing Strategy, Legal Writing, Social Statistics, Multimedia, InDesign, Fundraising, Broadcast Journalism, Video Editing, Copywriting, Avid Newscutter, Integrated Marketing, Microsoft Word, WordPress, New Media, News Writing, Microsoft Office, PowerPoint, Microsoft Excel

Education
University of Southern California   2011 — 2014
Bachelor of Arts (B.A.), Public Relations/Image Management. Pre-Law, Alumni

Daniel Ferber Daniel Ferber Washington D.C. Metro Area Details
Daniel Ferber's UBS Wealth Management Experience January 2009 - August 2009
Job Credit Risk Specialist at NRUCFC
Industry Financial Services
Experience
NRUCFC  March 2013 - Present
Bank of New York Mellon  September 2009 - March 2013
UBS Wealth Management   January 2009 - August 2009

Skills
Financial Modeling

Education
University of Pittsburgh   2005 — 2009
BS, Finance

Lower Merion

Cooper Dodd Cooper Dodd Orange County, California Area Details
Cooper Dodd's UBS Wealth Management Experience January 2009 - May 2009
Job Client Associate, JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase  July 2014 - Present
Irvine Company, Investment Properties Group   November 2012 - July 2014
Irvine Company, ICDC   August 2012 - November 2012
Irvine Company  February 2011 - August 2012
Caruso Affiliated  May 2010 - August 2010
Wells Fargo Financial Network   May 2009 - September 2009
UBS Wealth Management   January 2009 - May 2009

Education
University of Southern California - Marshall School of Business   2008 — 2010
Business Administration, Real Estate/Finance

University of San Diego   2006 — 2007
Business Administration, Business Finance

Jacqueline Reese Jacqueline Reese Greater Los Angeles Area Details
Jacqueline Reese's UBS Wealth Management Experience May 2015 - Present
Job UBS Wealth Management CSA
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
MEA, Inc.   September 2010 - May 2015
Ameriprise Financial Services, Inc.   January 2008 - December 2009

Skills
Series 7, Series 66, Financial Services, Process Improvement, Management, Microsoft Excel, Microsoft Office, Outlook, Human Resources, Training, Employee Relations, Employee Benefits, Customer Service, Uniform Combined State..., Leadership, Hiring

Education
University of Phoenix   2009 — 2014
Bachelor's degree, Business Administration, Management and Operations

Joseph Scardino Joseph Scardino Glendora, California Details
Joseph Scardino's UBS Wealth Management Experience June 2015 - September 2015
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - September 2015
StepStone Group  September 2014 - May 2015
Solar Rain Bottled Water Company, Inc.   January 2014 - June 2014

Education
University of San Diego School of Business Administration   2013 — 2016
Bachelor's Degree, Finance, General, Senior

University of California, Santa Barbara   2011 — 2013
Economics and Accounting

Winnie W. Kwan Winnie W. Kwan Greater Los Angeles Area Details
Winnie W. Kwan's UBS Wealth Management Experience May 2010 - May 2012
Job Production Control Manager at Hertz
Industry Automotive
Experience
Hertz  March 2015 - Present
Hertz  June 2014 - March 2015
Target  October 2012 - June 2014
Saks Fifth Avenue  June 2012 - September 2012
UBS Wealth Management   May 2010 - May 2012
Nestlé USA  August 2011 - December 2011
Pacific Market Research  September 2004 - September 2007
Nordstrom (BP Fashion Board)   June 2006 - July 2007

Skills
Retail, Microsoft Excel, Customer Service, Microsoft Office, Sales, PowerPoint, Talent Management, Employee Relations, Training, Marketing, Microsoft Word, Leadership, Data Analysis, Project Management, Financial Analysis

Education
University of Southern California
Bachelor of Business Administration (B.B.A.)

Scott Rogowicz Scott Rogowicz Pittsburgh, Pennsylvania Details
Scott Rogowicz's UBS Wealth Management Experience April 2010 - November 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 2012 - Present
PNC Wealth Management  November 2011 - August 2012
UBS Wealth Management   April 2010 - November 2011
The Ayco Company, L.P., a Goldman Sachs Company   June 2007 - April 2010
U.S. Coast Guard   May 2000 - June 2003

Education
University of Pittsburgh
Bachelor of Science, Summa Cum Laude, Finance and Economics

Kiski Area High School

Ivan Yung Ivan Yung San Francisco, California Details
Ivan Yung's UBS Wealth Management Experience July 2015 - Present
Job Attachment at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   July 2015 - Present
Phi Delta Theta Fraternity  April 2015 - Present
Phi Delta Theta Fraternity  January 2015 - Present
UBS  June 2013 - July 2013
Chinese Exploration & Research Society   November 2012 - December 2012
Chinese Exploration & Research Society   June 2012 - August 2012
Shell Electric Holdings Ltd   November 2011 - December 2011

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

Education
University of San Francisco   2013 — 2017
Bachelor’s Degree, Business Administration and Management, General

University of San Francisco   2013 — 2017
Bachelor of Architecture (B.Arch.), Architecture minor

South Island School   2007 — 2013
High School, IGCSE, BTEC Diploma, International Baccalaureate (I.B)

Karlen Rothenbueler Karlen Rothenbueler Kirkland, Washington Details
Karlen Rothenbueler's UBS Wealth Management Experience March 2011 - December 2011
Job Associate, Analytics at Piraeus Consulting
Industry Management Consulting
Experience
Piraeus Consulting  March 2015 - Present
Cobalt Mortgage  May 2014 - November 2014
Cobalt Mortgage  July 2012 - May 2014
UBS Wealth Management   March 2011 - December 2011

Skills
Finance, Banking, Investments, Credit, Portfolio Management, Customer Service, Financial Services, Mortgage Lending, Loans, Loan Origination, Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office

Education
University of Puget Sound   2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General

University of Puget Sound   2008 — 2012
Bachelor of Arts (B.A.), Psychology

Jaclyn Rielly Jaclyn Rielly Newport Beach, California Details
Jaclyn Rielly's UBS Wealth Management Experience June 2012 - August 2012
Job Benefits Analyst at Nixon Benefits
Industry Insurance
Experience
Nixon Benefits   November 2013 - Present
Marvel Entertainment  February 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Northwestern Mutual  December 2011 - June 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, JMP, SharePoint, QuickBooks, Worldox, Market Research, Social Networking, Strategic Financial..., Financial Analysis, Facebook, Financial Modeling, Data Analysis, Sales

Education
University of Southern California   2008 — 2012
Bachelor of Science (B.S.), Marshall School of Business

Brian Mai Brian Mai Los Angeles, California Details
Brian Mai's UBS Wealth Management Experience January 2013 - May 2013
Job Middle Market Banking Credit Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  July 2015 - Present
Bank of America Merrill Lynch  June 2014 - August 2014
Herbalife  June 2013 - December 2013
UBS Wealth Management   January 2013 - May 2013
Cornerstone Research  March 2013 - March 2013
Orient ES Capital Group   July 2012 - August 2012
Natural History Museum of Los Angeles County  September 2011 - December 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Mandarin, Project Management, Financial Analysis, Problem Solving, Social Networking, Marketing, Marketing Research, Data Analysis, Data Mining, Presentations, Outstanding time..., Market Research, Teamwork, Cross-functional Team..., Creative Problem Solving, Always Willing to Learn, Solution Implementation, Investment Banking, Finance, Enthusiasm to learn, Creative Writing, Sales, Financial Markets, Economic History, International Economics, Accurate Data Entry, Consulting, Leadership, Oracle, Hyperion Performance..., Primavera P6, Spreadsheets, Financial Statement..., Financial Variance..., Planning Budgeting &..., Troubleshooting, Access, Financial Modeling

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

Steven Graziano Steven Graziano Boston, Massachusetts Details
Steven Graziano's UBS Wealth Management Experience July 2010 - July 2010
Job Graduate of University of Richmond Robins School of Business
Industry Financial Services
Experience
MFS Investment Management  June 2013 - Present
MFS Investment Management  September 2012 - June 2013
Natixis Global Asset Management  June 2011 - August 2011
UBS Wealth Management   July 2010 - July 2010

Education
University of Richmond - Robins School of Business   2008 — 2012
Bachelor of Science, Business Administration; Marketing

Morgan Paxhia Morgan Paxhia San Francisco, California Details
Morgan Paxhia's UBS Wealth Management Experience July 2007 - April 2009
Job Managing Director & Chief Investor at Poseidon Asset Management, LLC.
Industry Investment Management
Experience
Poseidon Asset Management, LLC.   January 2014 - Present
Surna Inc   August 2015 - Present
Paxhia Investment Management   October 2013 - July 2015
Providence Based Investment Advisor   June 2009 - November 2013
UBS Wealth Management   July 2007 - April 2009
US Watercraft, LLC   June 2005 - June 2007

Skills
Financial Advisory, Investment Advisory, Investments, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Financial Planning, Roth IRA, Simple IRA, IRA Rollovers, IRAs, Strategic Financial..., Leadership, Finance, Mutual Funds, Series 63, Alternative Investments, Securities, Fixed Income, Uniform Combined State..., ETFs, Equities, Retirement, Series 7, Asset Management, Investment Management, 401k, FINRA, Hedge Funds, Fixed Annuities, Wealth Management..., Financial Analysis, Bloomberg, Estate Planning, Financial Services, Wealth, Trading, Strategic Planning

Education
University of Rhode Island   2001 — 2005
Bachelor of Science, Applied Mathematics

Daniel Yang Daniel Yang Artesia, California Details
Daniel Yang's UBS Wealth Management Experience January 2013 - May 2013
Job Risk Advisory Associate at EY
Industry Financial Services
Experience
EY  August 2015 - Present
EY  June 2014 - August 2014
Northrop Grumman Corporation  June 2013 - June 2014
UBS Wealth Management   January 2013 - May 2013
Samsung  June 2012 - July 2012

Skills
Digital Photography, PowerPoint, Microsoft Office, Management Consulting, Market Research, Marketing, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Finance, Data Analysis

Education
University of Southern California   2011 — 2015
Bachelor of Science (B.S.), Business Administration

Whitney high

Cassandra Cooksey Cassandra Cooksey Greater New York City Area Details
Cassandra Cooksey's UBS Wealth Management Experience August 2015 - Present
Job Event Planning, Administrative
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
The Estée Lauder Companies Inc.- Aveda   June 2011 - July 2015
Aveda Institute Corpus Christi   December 2010 - June 2011
Mail.com Media Corporation  July 2010 - September 2010
Independent Contractor  October 2005 - September 2010
HauteLook  December 2009 - March 2010
Eclipse Worldwide  June 2008 - September 2009
Rogers & Cowan  2007 - 2007

Skills
Event Management, Public Relations, Account Management, Press Releases, Event Planning, Writing, Special Events, Social Media, Social Networking

Education
University of Southern California   2002 — 2004
B.A., Print Journalism

University of San Diego   2000 — 2002
N/A, Biology

Gaurav Gujare Gaurav Gujare New York, New York Details
Gaurav Gujare's UBS Wealth Management Experience April 2012 - July 2012
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  January 2015 - Present
J.P. Morgan   October 2012 - December 2014
UBS Wealth Management   April 2012 - July 2012
Avaya  July 2011 - September 2011
Nomura  September 2008 - August 2010
Lehman Brothers  March 2008 - September 2008
Syntel  December 2005 - March 2008

Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Capital Markets, Derivatives, Financial Analysis, Corporate Development, Quantitative Analytics, Bloomberg, Thomson One, Capital IQ, Statistical Modeling, Monte Carlo Simulation, R, CART, VBA, Databases, SQL, SDLC, Software Development, DCF, Business Valuation, Java, Strategy, Sybase, Equity Research, Analytics

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2010 — 2012
MBA, Finance, Corporate Accounting and Strategy

VESIT, University of Mumbai   2001 — 2005
BS, Computer Engineering

V.G.Vaze, University of Mumbai   1999 — 2001
HSC, Science

Samuel Oh Samuel Oh Greater Los Angeles Area Details
Samuel Oh's UBS Wealth Management Experience June 2014 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - Present
UBS Wealth Management   July 2013 - May 2014
Neo Fine Art Learning Center   June 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Research, Economics, Social Networking, Stata, ThomsonOne, Morningstar, Outlook, Investments

Education
University of Southern California   2010 — 2014
Bachelor of Arts (B.A.), Economics

Lacey Kazior Lacey Kazior Greater Pittsburgh Area Details
Lacey Kazior's UBS Wealth Management Experience May 2015 - Present
Job Finance Intern at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
UBS  January 2013 - May 2015
Denny's  November 2008 - June 2013
Catalyst Connection  2013 - 2013

Skills
Event Planning, Customer Service, Hospitality, Microsoft Office, Time Management, Microsoft Excel, Marketing, Finance, Teamwork, Facebook, Data Entry, Social Networking, Spanish, Leadership, Customer Satisfaction, Market Research, Public Speaking, Project Management, Strategic Planning

Education
University of Pittsburgh   2011 — 2015

Chris Duerr Chris Duerr Greater Pittsburgh Area Details
Chris Duerr's UBS Wealth Management Experience April 2013 - Present
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2013 - Present
MassMutual Financial Group  2010 - March 2013

Education
University of Pittsburgh
Bachelor of Arts (B.A.), Economics

University of Pittsburgh
Bachelor of Science (B.S.), Business Administration, Marketing

Jeremy McPherson Jeremy McPherson Charlotte, North Carolina Area Details
Jeremy McPherson's UBS Wealth Management Experience November 2008 - Present
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management   November 2008 - Present
Merrill Lynch  August 1994 - November 2008

Education
University of South Carolina - Darla Moore School of Business   1990 — 1994
BS Finance, Finance

Jiamin Liao Jiamin Liao University Of Richmond, Virginia Details
Jiamin Liao's UBS Wealth Management Experience July 2014 - August 2014
Job Student at University of Richmond Robins School of Business
Industry
Experience
UBS Wealth Management   July 2014 - August 2014
Industrial and Commercial Bank of China  May 2013 - July 2013

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Asset Allocation, English, Teamwork, Photoshop

Education
University of Richmond   2012 — 2016
BSBA, Business Administration; Mathematical Economics; Concentration in Finance

Ojas Ulhas Dighe Ojas Ulhas Dighe Weehawken, New Jersey Details
Ojas Ulhas Dighe's UBS Wealth Management Experience June 2011 - Present
Job Lead QA/ Business Analyst at Infosys Ltd.
Industry Capital Markets
Experience
UBS Wealth Management   June 2011 - Present
Infosys Technologies Ltd  January 2007 - June 2011
vCustomer  June 2006 - October 2006
Spartan Labs   June 2005 - May 2006

Skills
Quality Center, BFSI, Test Management, Requirements Analysis, Quality Assurance, User Acceptance Testing, Requirements Gathering, QTP, Business Requirements, SDLC, Gap Analysis, Functional..., Configuration Management, Software Project..., Test Automation, Project Management, Project Planning, MS Project, Project Estimation, Project Finance, SQL, Agile & Waterfall..., Application Lifecycle..., Service Test, SoapUI, Waterfall, Agile Methodologies, Testing, HP Quality Center, HP QTP

Education
CFA Institute   2013 — 2014
Chartered Financial Analyst Level I Candidate

University of Pune
Bachelor of Engineering (B.E.), Computer Science, Distinction

SDKHS   1995 — 1999

Joseph Trebitz Joseph Trebitz Pittsburgh, Pennsylvania Details
Joseph Trebitz's UBS Wealth Management Experience May 2012 - August 2012
Job Student at University of Pittsburgh Joseph M. Katz Graduate School of Business
Industry Marketing and Advertising
Experience
Pittsburgh Steelers  July 2014 - Present
University of Pittsburgh  June 2008 - Present
MassMutual Financial Group  August 2013 - March 2014
UBS Wealth Management   May 2012 - August 2012
Human Engineer Research Laboratories  May 2011 - August 2011

Skills
Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Research, Microsoft Word, Teamwork, Public Speaking, Valuation, Data Analysis, Corporate Finance, Leadership, Statistics, Social Media, Business Strategy, Accounting, Competitive Analysis, Business Planning, Access, Finance, Marketing, Sales, Critical Thinking, Marketing Research, Management, Analysis, Market Research, Fundraising

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2013 — 2014
Master of Business Administration, Finance, General

University of Pittsburgh   2008 — 2012
Bachelor of Science in Business Administration, Marketing

Kyle Scheetz Kyle Scheetz Greater Philadelphia Area Details
Kyle Scheetz's UBS Wealth Management Experience June 2011 - August 2011
Job Director of Client Engagement Analytics at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor  August 2015 - Present
eMoney Advisor  February 2014 - July 2015
eMoney Advisor  July 2012 - February 2014
UBS Wealth Management   June 2011 - August 2011
The Run Around   January 2006 - August 2009

Skills
Microsoft Office, Bloomberg, SAP, Capital IQ, Windows XP Pro, Internet, Email, PowerPoint, Marketing, Financial Analysis, Leadership, Sales, Microsoft Word, Finance, Investments, Social Media, Social Networking, Series 63, Blogging, Customer Service, Microsoft Excel

Education
University of Scranton   2008 — 2012
Bachelor's degree

La Salle College High School   2004 — 2008

Alan Joseph Testa Alan Joseph Testa Providence, Rhode Island Details
Alan Joseph Testa's UBS Wealth Management Experience June 2007 - June 2009
Job Senior Financial Consultant at BankRI
Industry Financial Services
Experience
Bank Rhode Island  June 2009 - Present
UBS Wealth Management   June 2007 - June 2009
Morgan Stanley Wealth Management  May 2006 - June 2007

Skills
Investments, Finance, Training, Financial Advisory, Securities, Banking, Mortgage Lending, Portfolio Management, Loans, Risk Management, Financial Analysis, Credit

Education
University of Rhode Island - College of Business Administration   2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2

Classical High School   1998 — 2002
College prep, College Prep

Bhagyashree Deshmukhe Bhagyashree Deshmukhe Enfield, Connecticut Details
Bhagyashree Deshmukhe's UBS Wealth Management Experience April 2011 - September 2013
Job Senior Associate at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
MassMutual Financial Group  March 2015 - Present
Cognizant Technology Solutions  May 2012 - Present
PepsiCo  March 2014 - February 2015
UBS Wealth Management   April 2011 - September 2013
Cognizant Technology Solutions  October 2005 - April 2012
3M  February 2008 - May 2009

Skills
Sun Certified Java..., J2EE, Web Applications, Java Enterprise Edition, PL/SQL, Struts, Spring, JSP, Core Java, DB2, Servlets, Oracle, SDLC, Hibernate, Web Services, JMS

Education
University of Pune   2001 — 2005
BE, IT

Philip M. Spagnola Philip M. Spagnola Pittsburgh, Pennsylvania Details
Philip M. Spagnola's UBS Wealth Management Experience June 2013 - August 2013
Job Trust Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2014 - Present
UBS Wealth Management   June 2013 - August 2013

Skills
Wealth Management, Investments, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Teamwork, New Hire Training, Social Media, Team Leadership

Education
University of Pittsburgh   2010 — 2014
Bachelor of Science in Business Administration, Finance

York Catholic High School   2006 — 2010

Venus (Hiu Shan) Chan Venus (Hiu Shan) Chan San Francisco, California Details
Venus (Hiu Shan) Chan's UBS Wealth Management Experience May 2012 - August 2012
Job
Industry Nonprofit Organization Management
Experience
Nomura  July 2013 - August 2013
Clique Media / Who What Wear  February 2013 - May 2013
UBS Wealth Management   May 2012 - August 2012

Education
University of Southern California   2011 — 2014
Bachelor of Arts (B.A.)

Tyler Gregg Tyler Gregg Greater Seattle Area Details
Tyler Gregg's UBS Wealth Management Experience July 2014 - Present
Job CSA at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   July 2014 - Present
A PLUS Youth Program  June 2011 - June 2015
ChemPoint  June 2014 - September 2014
UBS Wealth Management   March 2014 - May 2014
Washington Partners  June 2013 - April 2014
University of Portland  September 2012 - May 2013
Gregg's Greenlake Cycle  May 2012 - August 2012

Skills
Marketing, Entrepreneurship, Data Analysis, Project Planning, Energetic team player, Social Media

Education
University of Washington, Michael G. Foster School of Business   2013 — 2015
Bachelor in Marketing and Finance, Business

University of Portland   2011 — 2013
Double major in Marketing and Finance.

Lakeside School   2008 — 2011

Sheila Argosino Ilardi Sheila Argosino Ilardi Greater Los Angeles Area Details
Sheila Argosino Ilardi's UBS Wealth Management Experience April 2002 - June 2002
Job
Industry Internet
Experience
Fox Interactive Media  July 2006 - February 2007
Fox Interactive Media  August 2005 - July 2006
Intermix Media  July 2004 - August 2005
Intermix Media  April 2004 - July 2004
Intermix Media  April 2003 - April 2004
Intermix Media  February 2003 - April 2003
Intermix Media  July 2002 - February 2003
KSWB  May 2002 - July 2002
UBS Wealth Management   April 2002 - June 2002
BERKMAN  April 2001 - September 2001

Skills
Marketing, E-commerce, Online Advertising, Web Analytics, Digital Media, Social Media, Web Design, Mobile Marketing, SEO, Marketing Strategy, Social Media Marketing, Digital Marketing, Ad Networks, Google Analytics, Digital Strategy, Affiliate Marketing, Strategic Partnerships, PPC, Online Marketing, Email Marketing, Mobile Advertising, CRM, Advertising, Public Relations, Interactive Marketing, Omniture, Media Buying, Analytics, Google Adwords, DoubleClick, Integrated Marketing, Social Networking, Content Strategy, Media Planning, New Media, SEM, Market Research

Education
University of San Diego   1996 — 2000
Bachelor's, Business administration (with an emphasis in marketing)

Rob Royal Rob Royal Long Beach, California Details
Rob Royal's UBS Wealth Management Experience October 1998 - May 2007
Job Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  May 2007 - Present
UBS Wealth Management   October 1998 - May 2007
Morgan Stanley  June 1992 - October 1998
United States Air Force  October 1990 - June 1992
United States Air Force  May 1985 - October 1990
R. J. Enterprises   July 1984 - May 1985
University of Southern California  December 1983 - May 1984
University of Southern California  September 1981 - December 1983
City of Chula Vista  March 1980 - August 1981

Education
University of Southern California   1981 — 1985
B.S., Aerospace Engineering

Chula Vista High School   1978 — 1981

Chris Fasano Chris Fasano Oradell, New Jersey Details
Chris Fasano's UBS Wealth Management Experience June 2015 - Present
Job Student at University of South CarolinaColumbia
Industry Financial Services
Experience
UBS Wealth Management   June 2015 - Present
ClickPay, a Division of NovelPay, LLC   June 2014 - August 2014

Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Client Relations, Leadership, Research, Social Media, Public Speaking, Teamwork

Education
University of South Carolina-Columbia   2012 — 2016
Finance, Global Supply Chain

Rajnee Salecha Rajnee Salecha Greater New York City Area Details
Rajnee Salecha's UBS Wealth Management Experience November 2011 - August 2013
Job NY eCredit Manager/BA at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  December 2014 - Present
TD Securities  August 2013 - November 2014
UBS Wealth Management   November 2011 - August 2013
Tradeweb  September 2010 - December 2011

Skills
Business Analysis, Fixed Income, Equities, Derivatives, SDLC, Financial Services, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Dodd-Frank, Interest Rate..., Middleware, Markitwire, Functional Requirements, Project Management, UAT Coordination, Exchange Traded..., SEF, Wealth Management, Investment Advisory, Asset Management

Education
University of Rajasthan   2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of Rajasthan   1999 — 2002
BS in Accounting and Economics

Erik Crépeau Erik Crépeau New York, New York Details
Erik Crépeau's UBS Wealth Management Experience April 2014 - May 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
UBS Wealth Management   April 2014 - May 2015
UBS Wealth Management   May 2013 - April 2014
UBS Wealth Management   June 2008 - May 2013

Skills
Wealth Management, Series 7, Investments, Securities, Equities, Asset Allocation, Trading, Portfolio Management, Strategy, Series 63

Education
University of Rhode Island   2009 — 2013
Bachelors of Science, Finance

Michelle Louca Michelle Louca Greater New York City Area Details
Michelle Louca's UBS Wealth Management Experience October 2015 - Present
Job PMO / Sr. Management Consultant at UBS Wealth Management Americas
Industry Insurance
Experience
UBS Wealth Management   October 2015 - Present
AIG  July 2014 - October 2015
Pratt & Whitney  March 2014 - July 2014
Pratt & Whitney  April 2011 - March 2014
Pratt & Whitney  January 2009 - April 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, microsoft visio, microsoft powerpoint, Microsoft Publisher, SAP BW, SAP, Operational Excellence, Kaizen Leadership, Value Stream Mapping, Project Management, Visio, Operations Management, Lean Manufacturing, PowerPoint, Process Improvement, Continuous Improvement, Quality Management, Engineering, Root Cause Analysis, Analysis, Kaizen, Engineering Management, Aerospace, Quality System, DMAIC, Program Management, 5S, Manufacturing, Six Sigma, Management, TQM, AS9100, Supply Chain Management, FMEA, Cross-functional Team..., Minitab, SPC, GD&T, Aircraft, Toyota Production System, Process Engineering, Earned Value Management, Procurement, Manufacturing Operations, Systems Engineering, Strategic Sourcing, Supply Chain, Product Development

Education
University of Phoenix   2009 — 2011
Master of Business Administration (M.B.A.), International Business, 3.97

University of Connecticut   2005 — 2008
Bachelor of Science (B.S.), Business Admistration / International Business, 3.50

Hua Zhu Hua Zhu New York, New York Details
Hua Zhu's UBS Wealth Management Experience August 2012 - December 2012
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  April 2014 - Present
Towers Watson  January 2013 - April 2014
UBS Wealth Management   August 2012 - December 2012

Skills
Investment Banking, Company Valuation, M&A Modeling, Financial Modeling, Financial Institutions, Bloomberg Terminal, Portfolio Management, Investments, Microsoft Excel, Asset Allocation, Investment Advisory, VBA, Manager Research, Equity Research

Education
University of Rochester   2008 — 2012
Bachelor, Mathematics and Financial Economics

CFA Level II Candidate

FRM Part II Candidate

David Purington David Purington San Francisco, California Details
David Purington's UBS Wealth Management Experience June 2012 - January 2013
Job Operations Associate at Flexport
Industry Logistics and Supply Chain
Experience
Flexport  May 2015 - Present
Fisher Investments  October 2014 - May 2015
USC Credit Union  September 2013 - June 2014
UBS Wealth Management   June 2012 - January 2013

Education
University of Southern California   2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs

Andy Byars Andy Byars Columbia, South Carolina Area Details
Andy Byars's UBS Wealth Management Experience February 2004 - June 2005
Job Chief at Byars Information Group, LLC
Industry Information Technology and Services
Experience
Byars Information Group   February 2002 - Present
Ricoh Americas Corporation  May 2013 - September 2013
AT&T  June 2005 - February 2009
Continental American Insurance Company  April 2005 - June 2006
UBS Wealth Management   February 2004 - June 2005
AT&T  March 1981 - February 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategy, Project Management

Education
Dreher High School   1974 — 1978

University of South Carolina-Columbia   1974 — 1978
BA

Yipin (Cheryl) Zhao Yipin (Cheryl) Zhao New York, New York Details
Yipin (Cheryl) Zhao's UBS Wealth Management Experience February 2012 - May 2012
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PwC  July 2015 - Present
PwC  June 2013 - August 2013
Deloitte Touche Tohmatsu CPA Ltd.  May 2012 - August 2012
UBS Wealth Management   February 2012 - May 2012
Citibank  June 2011 - August 2011
Oxbridge Education Consulting Co., Ltd   January 2010 - June 2011
Marshall MBA Program Office  
 
Pacific Capital Group  March 2011 - March 2011

Skills
Chinese, Business Strategy, Mandarin, Corporate Finance, Event Planning, Market Research, PowerPoint, Entrepreneurship, Financial Modeling, Financial Analysis, English, Leadership, Microsoft Office, Bloomberg Terminal, Research, Data Analysis, Bloomberg, Microsoft Excel, Economics, Valuation, Finance, Management, Analysis

Education
University of Southern California - Marshall School of Business   2014 — 2015
Master’s Degree, Accounting

University of Southern California   2010 — 2014
Bachelor of Science, Economics and Math

Shanghai Foreign Language School   2003 — 2010

Harvard Summer School   2009 — 2009

Courtney Liddy Courtney Liddy Greater San Diego Area Details
Courtney Liddy's UBS Wealth Management Experience December 2013 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Wealth Management   December 2013 - Present

Skills
Series 7, Fixed Income, Leadership, Wealth Management..., Investments, Valuation, Wealth Management, Equities, Finance, Asset Management, Financial Advisory, Asset Allocation, Investment Strategies, Investment Banking, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Mutual Funds, Series 63, Securities, Strategic Financial..., Derivatives, Financial Modeling, Financial Services, Retirement Planning, Equity Research, Hedge Funds, Financial Markets, Private Equity, Capital Markets, Private Foundations, Financial Planning, Institutional..., Employee Stock Options, Family Office

Education
University of Southern California   1981 — 1985
Bachelor of Science, Business Administration

Kathy Saraf Kathy Saraf Greater New York City Area Details
Kathy Saraf's UBS Wealth Management Experience November 2012 - February 2013
Job Sr. Business Analyst consultant
Industry Information Technology and Services
Experience
First Data Corporation  January 2015 - Present
UBS Wealth Management   November 2012 - February 2013
Morgan Stanley Smith Barney  December 2011 - September 2012
WebMD  July 2010 - January 2012
Razorfish  April 2010 - June 2010
Razorfish  September 2005 - January 2010
Major League Baseball Advanced Media  August 2001 - September 2005
Scient Corporation  October 2000 - June 2001
TIS Worldwide   September 1999 - October 2000
DoubleClick, Inc  March 1998 - September 1999

Skills
User Experience, User Acceptance Testing, Data Warehousing, ETL, System Administration, Quality Assurance, Project Management, Usability, Software Documentation, Testing

Education
University of Rochester   1992 — 1996
BA, Philosophy/Psychology

Danyah Ismail Danyah Ismail Greater Seattle Area Details
Danyah Ismail's UBS Wealth Management Experience October 2011 - December 2011
Job Treasury Coordinator Investor and Bank Relations
Industry Financial Services
Experience
Emaar, The Economic City  April 2014 - Present
University of Scranton  October 2012 - December 2012
UBS Wealth Management   October 2011 - December 2011
Haykalah   February 2009 - May 2010
Arabian Computer Projects Co. Ltd - E.A.Juffali & Bros.   July 2007 - February 2009
King AbdulAziz Hospital   July 2005 - September 2005

Skills
Financial Modeling, Financial Analysis, Investments, Bloomberg, Portfolio Management, Equity Research, Financial Statement..., Project Management, Market Research, Finance, Accounting, Time Management, Analysis, Microsoft Excel, Project Planning, Equities, Business Analysis, Marketing, Risk Management, Banking, Strategic Planning, Management, PowerPoint, Microsoft Office, Event Planning, Data Analysis, Teamwork, Negotiation, Leadership, Access, Budgets, Bloomberg Terminal, Management Consulting, Asset Management, Business Planning, Public Relations, System Administration, Team Leadership, Forecasting, Team Management, Program Management, Public Speaking, Business Strategy, Team Building, Training, Microsoft Word, Managerial Finance, Change Management, Operations Management, Research

Education
University of Scranton   2012 — 2013
Masters of Business Administration (MBA), Accounting and Finance, 3.7/4

University of Washington   2010 — 2011
Certificates, Business

Institute of Banking   2010 — 2010
Financial Analyst License, The General Securities Qualification Examination (CME-1)

College Of Business Administration (CBA)   2005 — 2009
Bachelor degree of Business Administration, Financial Management, 4.3/5

Alexa Roberti Alexa Roberti Rochester, New York Details
Alexa Roberti's UBS Wealth Management Experience June 2010 - August 2010
Job Analyst at Adrian Jules
Industry Apparel & Fashion
Experience
Adrian Jules Custom Clothiers   July 2009 - Present
SIS  January 2013 - October 2013
JPMorgan Chase  June 2012 - August 2012
Center for Intentional Leadership   July 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Microsoft Excel, Access, PowerPoint, Economics, Financial Accounting, Financial Analysis, Marketing, Modeling, Marketing Strategy, Forecasting, Teamwork, Market Analysis, Nonprofits, Microsoft Office, Data Analysis, Analysis, Microsoft Word

Education
University of Rochester   2009 — 2013
Bachelor of Arts (B.A.), Economics, Business, 3.8

Matthew Nordsten Matthew Nordsten Los Angeles, California Details
Matthew Nordsten's UBS Wealth Management Experience April 2008 - May 2009
Job Assistant at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency  February 2014 - Present
Vattenfall  February 2012 - Present
Morgan Stanley  February 2010 - February 2012
SMB Capital, LLC   June 2009 - August 2010
UBS Wealth Management   April 2008 - May 2009

Skills
Hedge Funds, Trading, Fixed Income, Economics, Fair Trade, Risk Analysis, Renewable Energy, Wind Turbines, Asset Finance, Portfolio Management, Financial Modeling, Biomass, Onshore, Offshore, M&A due diligence

Education
University of Southern California   2007 — 2009
BA, Economics

Paul Jung Paul Jung Greater Los Angeles Area Details
Paul Jung's UBS Wealth Management Experience December 2014 - April 2015
Job Business Administration / Finance Student at University of Southern California, Marshall School of Business
Industry Financial Services
Experience
EY  July 2015 - July 2015
Charity Brands Consulting  May 2015 - July 2015
UBS Wealth Management   December 2014 - April 2015
Fluent Grp  September 2014 - April 2015
Banana Republic  June 2014 - December 2014
Panjo  March 2014 - May 2014

Education
University of Southern California   2013 — 2017
Bachelor of Science (BS), Business Administration and Management, General

Saratoga High School   2009 — 2013

Kathryn Hodge Kathryn Hodge Santa Monica, California Details
Kathryn Hodge's UBS Wealth Management Experience July 2009 - September 2009
Job AnalystHealthcare Group at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance  July 2013 - Present
Wells Fargo Advisors  May 2011 - July 2013
UBS Wealth Management   July 2009 - September 2009

Skills
Financial Analysis, Series 63, Asset Managment, Securities, Series 6, Credit Analysis, Investments, Mutual Funds, Syndications, Asset Based Lending, Asset Based Finance, Asset Management

Education
University of Richmond - Robins School of Business
BSBA, Finance and Marketing

Jake Stergar Jake Stergar San Francisco Bay Area Details
Jake Stergar's UBS Wealth Management Experience August 2012 - December 2012
Job Enterprise Solutions at InVisionApp Inc
Industry Marketing and Advertising
Experience
InVisionApp Inc  June 2014 - Present
Snagajob  August 2013 - April 2014
The Martin Agency  January 2013 - January 2013
UBS Wealth Management   August 2012 - December 2012

Skills
Market Research, Marketing, Marketing Strategy, Strategy, Competitive Analysis, Entrepreneurship, Brand Management, Marketing Research, Analysis, Newsletters, Corporate Finance, Finance, Training, Investments, Economics, Leadership, Social Media Marketing, Social Media, Management, Public Speaking

Education
University of Richmond   2008 — 2013
Bachelor of Science (BS), Business Administration, Marketing

Hennah Iqbal Hennah Iqbal Greater Philadelphia Area Details
Hennah Iqbal's UBS Wealth Management Experience September 2010 - December 2010
Job Financial Planning & Analysis at Comcast
Industry Financial Services
Experience
Comcast  September 2015 - Present
Franklin Square Capital Partners  August 2014 - July 2015
Lincoln Financial Group  September 2012 - August 2014
BNY Mellon  May 2011 - August 2012
UBS Wealth Management   September 2010 - December 2010
Merrill Lynch  June 2009 - August 2009

Skills
Finance, Leadership, Business Analysis, Financial Services, Insurance, Financial Analysis, Financial Reporting, Project Management, Management, Six Sigma, Strategic Planning, Social Media, Campaign Management, Strategy, Relationship Management, Analysis, Process Improvement, PowerPoint, Salesforce.com, Business Strategy, Team Leadership, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Investments

Education
University of Pittsburgh   2007 — 2011
BSBA, Finance & Global Management

Theresa Lamie Theresa Lamie Richmond, Virginia Area Details
Theresa Lamie's UBS Wealth Management Experience August 2000 - September 2007
Job Business Risk Manager at Capital One
Industry Banking
Experience
Capital One Bank  June 2013 - Present
Capital One Bank  September 2010 - June 2013
Virginia Based Independent Broker-Dealer   January 2010 - May 2010
UBS  September 2009 - January 2010
UBS  September 2007 - September 2009
UBS Wealth Management   August 2000 - September 2007
UBS Financial Services  June 2000 - August 2000
UBS Financial Services  May 1994 - June 2000
Shearson Lehman Brothers  1989 - 1994

Skills
Compliance, Risk Management, Process Improvement, Strategic Planning, Coaching, SOX Compliancy, Regulatory Requirements, Internal Controls, Corporate Governance, Operational Risk..., SSAE 16, Capital Markets, Risk Assessment, Vendor Management, AML, Enterprise Risk..., Mitigation, Internal Audit, Quality Auditing, Control & Monitoring, Risk Mitigations, Sarbanes-Oxley Act, Governance, Analysis, Cross-functional Team..., Business Process, Management, Leadership

Education
University of Richmond   1985 — 1987
Business

J R Tucker High School   1981 — 1985

Graham Cohen Graham Cohen Greater Los Angeles Area Details
Graham Cohen's UBS Wealth Management Experience May 2010 - July 2010
Job Medical student
Industry Hospital & Health Care
Experience
University of Pittsburgh  October 2011 - July 2015
University of Pittsburgh  April 2013 - July 2014
University of Pittsburgh  January 2012 - April 2014
St. Clair Hospital  October 2012 - June 2013
Allegheny County Economic Development  May 2009 - August 2010
UBS Wealth Management   May 2010 - July 2010

Skills
Science Outreach, AED Certified, Cpr, Health Policy, Teaching Assistant, Bloomberg, Morningstar, Financial Analysis, Investments, Team Leadership, Public Speaking, Hospitals, Microsoft Excel, Data Analysis

Education
University of Pittsburgh   2007 — 2011
Bachelor of Science (BS), Finance

Shanon Chau Shanon Chau Santa Monica, California Details
Shanon Chau's UBS Wealth Management Experience October 2014 - May 2015
Job Financial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance  October 2015 - Present
Wells Fargo Capital Finance - Business Finance Portfolio   June 2015 - August 2015
UBS Wealth Management   October 2014 - May 2015
Hang Lung Properties, Limited  May 2014 - August 2014
LF International Trading INC.   July 2013 - August 2013

Skills
Social Networking, Foreign Languages, Leadership, Sales, Finance, Sales Management, Project Management, Photography, Photoshop, Microsoft Excel, Microsoft Office

Education
University of Southern California - Marshall School of Business   2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General

University of Southern California   2012 — 2016
Bachelor of Arts (BA), East Asian Languages and Cultures

Iolani School   1999 — 2012
High School Diploma

Dean DiCesare Dean DiCesare Houston, Texas Details
Dean DiCesare's UBS Wealth Management Experience May 2011 - June 2011
Job Leveraged Finance Analyst at J.P. Morgan
Industry Financial Services
Experience
Los Angeles Clippers  October 2010 - February 2013
JPMorgan Chase  June 2012 - August 2012
Pegasus Capital Group  January 2012 - May 2012
UC Davis Medical Center  July 2011 - August 2011
UBS Wealth Management   May 2011 - June 2011
BleacherPreachers.com   June 2010 - October 2010
Sacramento River Cats  May 2010 - August 2010
Sacramento River Cats  May 2010 - August 2010
USC After School Sports Connection   February 2010 - May 2010
Sacramento River Cats  May 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Social Media, Research

Education
University of Southern California   2011 — 2012
M.A., Economics

University of Southern California - Marshall School of Business   2008 — 2011
B.S., Business Administration, Finance

Darrell Cheung Darrell Cheung Arcadia, California Details
Darrell Cheung's UBS Wealth Management Experience August 2015 - Present
Job Asset Management Intern at UBS Wealth Management
Industry Education Management
Experience
UBS Wealth Management   August 2015 - Present
USC Student Affairs Business Office   May 2015 - Present
University of Southern California  June 2014 - August 2014
Roxy Trading Inc.   June 2013 - August 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Micro, Data Analysis, Data Entry, Research, Sales Operations

Education
University of Southern California   2014 — 2018
Bachelor’s Degree, Business Administration and Management, General

Arcadia High School   2010 — 2014
High School

Philip Reicherz Philip Reicherz Greater New York City Area Details
Philip Reicherz's UBS Wealth Management Experience May 2002 - December 2004
Job Managing Partner at Magnolia Ventures
Industry Venture Capital & Private Equity
Experience
Magnolia Ventures   January 2011 - Present
Feeduce   August 2014 - Present
CrowdHut   May 2012 - Present
Cohere Cloud Services   October 2013 - August 2014
SecondMarket   January 2005 - January 2011
UBS Wealth Management   May 2002 - December 2004
Credit Suisse First Boston  September 1997 - May 2001
Smith Barney  September 1995 - September 1997
Prudential Securities  June 1994 - August 1994

Skills
Acquisitions, Risk Management, Entrepreneurship, Corporate Development, Equities, Investments, Valuation, Private Banking, Private Equity, Venture Capital, Mergers & Acquisitions, Capital Markets, Financial Modeling, Management, IPO, Investment Banking, Corporate Finance, Equity Valuation, Private Placements, Restructuring, Start-ups, Commodity, Investor Relations, Due Diligence, Divestitures, Hedge Funds, Product Development, Alternative Investments, Financial Structuring, Emerging Markets, Crowdfunding

Education
University of Rhode Island - College of Business Administration   1991 — 1995
BS, Management

Aaron May Aaron May Irvine, California Details
Aaron May's UBS Wealth Management Experience May 2009 - August 2009
Job Consultant & Broker United AMG Partners
Industry Financial Services
Experience
United AMG Partners Insurance Services   June 2014 - Present
Altegris Investments  November 2012 - May 2013
Potomac Wealth Advisors, LLC.   2012 - July 2012
May & Barnhard PC  2007 - 2012
Morgan Stanley Wealth Management  May 2010 - August 2010
UBS Wealth Management   May 2009 - August 2009

Skills
Work Ethic, Leadership, Microsoft Excel, Microsoft Word, Bloomberg, Hedge Funds, Investments, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Derivatives, PowerPoint, Investment Management, Private Equity, Trading, Microsoft Office, Finance, Social Networking, Public Speaking, Social Media, Customer Service

Education
University of San Diego   2010 — 2014
Bachelor of Business Administration (BBA), Business Economics Major, Finance Minor

J.B. Kalin J.B. Kalin Greater Los Angeles Area Details
J.B. Kalin's UBS Wealth Management Experience July 2014 - May 2015
Job Wealth Management Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley  May 2015 - Present
UBS Wealth Management   July 2014 - May 2015
Meggitt Safety Systems  June 2013 - August 2013
Zeta Beta Tau Fraternity  November 2011 - November 2012
UBS Wealth Management   May 2012 - August 2012
Kalins Indoor Comfort   May 2011 - August 2011

Skills
Microsoft Office, Data Analysis, Matlab, Financial Modeling, Microsoft Word, Analysis, PowerPoint, Microsoft Excel, Finance

Education
University of Southern California   2010 — 2014
Bachelor of Science (BS), Mechanical Engineering

Sanjit Khara Sanjit Khara Greater Pittsburgh Area Details
Sanjit Khara's UBS Wealth Management Experience November 2004 - Present
Job Account Vice President UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   November 2004 - Present
Prudential Financial  2002 - 2004

Education
University of Pittsburgh   2000 — 2002
Bachelor of Science, Economics, cum laude

Washington and Jefferson College   1998 — 2000

Thomas Wright, CIMA® CRPC® Thomas Wright, CIMA® CRPC® Clearwater, Florida Details
Thomas Wright, CIMA® CRPC®'s UBS Wealth Management Experience June 1994 - July 2008
Job Senior Resident Director Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2008 - Present
UBS Wealth Management   June 1994 - July 2008

Skills
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 65, Investment Advisory, Alternative Investments, Uniform Combined State..., Wealth Management..., Retirement, Investment Strategies, 401k, FINRA, ETFs, Foreign Currency..., Securities, Investment Management, 401k Rollovers, Fixed Annuities, IRAs, Financial Advisory, Separately Managed..., Series 6, Investments, Asset Allocation, Portfolio Management

Education
University of Richmond   1970 — 1972
Bachelor of Science (B.S.), Business Administration, Finance and Marketing

Leadership Pinellas 2010

Austin Riedel Austin Riedel Shrewsbury, Massachusetts Details
Austin Riedel's UBS Wealth Management Experience May 2014 - August 2014
Job Student at University of South CarolinaColumbia
Industry Financial Services
Experience
Charles Schwab  July 2015 - Present
Edward Student Housing Management Company   October 2014 - January 2015
UBS Wealth Management   May 2014 - August 2014
Carolina Call Center   March 2013 - February 2014

Skills
Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Communication, Finance

Education
University of South Carolina-Columbia   2012 — 2015

Saint John's High School

Kevin Goodwin Kevin Goodwin Seattle, Washington Details
Kevin Goodwin's UBS Wealth Management Experience January 2012 - April 2012
Job Associate Retention Channel Manager at zulily
Industry Retail
Experience
zulily  December 2014 - Present
zulily  July 2013 - December 2014
USC Marshall School of Business, Major Gifts Team   January 2013 - May 2013
UBS Wealth Management   January 2012 - April 2012
K1 Capital Advisors  September 2011 - December 2011
Wells Fargo Advisors  May 2011 - August 2011
Mercerwood Shore Club  May 2008 - August 2011

Skills
Microsoft Excel, Financial Analysis, Budget Forecasts, Equities, Management, Wealth Management, Market Research, Valuation, Portfolio Management, Investments

Education
University of Southern California - Marshall School of Business   2009 — 2013
Business Administration, Finance

USC

Matthew Baumel Matthew Baumel San Francisco Bay Area Details
Matthew Baumel's UBS Wealth Management Experience January 2012 - August 2012
Job Management Consulting Analyst at Accenture
Industry Financial Services
Experience
Accenture  May 2015 - Present
U.S. Bank   August 2013 - May 2015
University of Southern California  August 2010 - May 2013
UBS Wealth Management   January 2012 - August 2012
Gap Inc./Gap   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Statistics, Data Analysis, Microsoft Word, Economics, Analysis, Accounting, Financial Reporting, Expense Allocation, Mutual Funds, Sales, Customer Service, Retail Sales

Education
University of Southern California   2009 — 2013
Bachelor's degree, Business Administration, Investments & Financial Markets

Stuyvesant High School   2005 — 2009
High School

Nathan Cordes Nathan Cordes Beverly Hills, California Details
Nathan Cordes's UBS Wealth Management Experience May 2015 - August 2015
Job Wealth Management Intern UBS
Industry Financial Services
Experience
USC Interfraternity Council  December 2014 - Present
Tilt.com  August 2014 - Present
UBS Wealth Management   May 2015 - August 2015
University of Southern California IBEAR MBA Program   January 2015 - May 2015
FleishmanHillard  June 2014 - August 2014
International Conservation Caucus Foundation  June 2013 - September 2013

Skills
Research, International Relations, Microsoft Office, Event Planning, Social Media, Public Speaking, Policy Analysis, Public Policy, Community Outreach, Nonprofits, Fundraising, Politics, PowerPoint, Microsoft Excel

Education
University of Southern California   2012 — 2016
B.A. International Relations (Global Business), International Financial Management

Woodrow Wilson Senior High School   2008 — 2012
Graduated with Honors

Bill Nassir Bill Nassir Greater San Diego Area Details
Bill Nassir's UBS Wealth Management Experience 1969 - 1973
Job CEO at Phoneware
Industry Marketing and Advertising
Experience
Phone Ware Inc.  February 1974 - 2012
UBS Wealth Management   1969 - 1973

Skills
Customer Service, CRM, Call Centers, Sales, Call Center, Program Management, Integrated Marketing, Performance Management, Marketing Strategy, New Business Development, Time Management, Sales Management, Account Management, Customer Retention, Strategic Partnerships, Lead Generation

Education
USC   1961 — 1964
MBA

Kenneth Conte Kenneth Conte Greater New York City Area Details
Kenneth Conte's UBS Wealth Management Experience June 2012 - September 2012
Job Risk Analyst
Industry Banking
Experience
Itaú Unibanco  June 2014 - 2015
USI Consulting Group  October 2013 - June 2014
Student Investment/ Hedge Fund   January 2013 - May 2013
UBS Wealth Management   June 2012 - September 2012

Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Data Analysis, Event Planning, Statistics, Teaching, Customer Service, Marketing, Leadership, Teamwork, Investments, Financial Analysis, Analysis

Education
University of Rhode Island - College of Business Administration   2009 — 2013
Bachelor of Science (B.S.), Finance

Doron Rachman Doron Rachman Miami, Florida Details
Doron Rachman's UBS Wealth Management Experience January 2010 - December 2010
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2012 - Present
UBS Wealth Management   January 2010 - December 2010

Skills
Investments, Strategic Financial..., Retirement Planning, Securities, Financial Analysis, Mortgage Lending, Wealth Management, Insurance, Life Insurance, Credit, Banking, Series 7

Education
University of South Florida - College of Business Administration
Business Administration, Business

Tiffany Geiser Tiffany Geiser Greater New York City Area Details
Tiffany Geiser's UBS Wealth Management Experience November 2008 - May 2009
Job Associate
Industry Financial Services
Experience
Bernstein Global Wealth Management  February 2011 - September 2011
TSMR Properties   May 2010 - January 2011
UBS Wealth Management   November 2008 - May 2009
UBS Wealth Management   July 2007 - May 2009

Skills
Due Diligence, Valuation, Alternative Investments, Series 7, Financial Reporting, Financial Modeling, Financial Analysis

Education
University of Southern California   2004 — 2007
BA, International Relations, Finance

Chadwick Jaggard Chadwick Jaggard Pittsburgh, Pennsylvania Details
Chadwick Jaggard's UBS Wealth Management Experience January 2010 - May 2010
Job Merchandise Planner at DICK'S Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods  August 2015 - Present
DICK'S Sporting Goods  May 2014 - July 2015
DICK'S Sporting Goods  August 2012 - April 2014
DICK'S Sporting Goods  August 2011 - July 2012
Alpha Kappa Psi Professional Business Fraternity Delta Chapter   January 2010 - January 2011
DICK'S Sporting Goods  May 2010 - August 2010
UBS Wealth Management   January 2010 - May 2010

Skills
Athletic Apparel, Merchandising, Retail Buying, Trend Analysis

Education
University of Pittsburgh   2007 — 2011
Bachelor of Science, Business Administration, Finance, Economics

Marianela DelValle Marianela DelValle Miami/Fort Lauderdale Area Details
Marianela DelValle's UBS Wealth Management Experience September 2006 - Present
Job Associate Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   September 2006 - Present
UBS AG  2006 - Present

Education
University of Rhode Island   1989 — 1993

Dipankar Ghosh Dipankar Ghosh Greater New York City Area Details
Dipankar Ghosh's UBS Wealth Management Experience October 2000 - June 2004
Job Vice President ( Sr. Manager Credit Risk Technology ) at Bank of America
Industry Capital Markets
Experience
Bank of America  July 2011 - Present
Bank of America  August 2009 - June 2011
Bank of America  August 2004 - August 2009
UBS Wealth Management   October 2000 - June 2004
Chase Manhattan Corporation  June 2000 - October 2000
Citibank  July 1999 - June 2000
AT&T  December 1998 - July 1999
DiTools Bombay   March 1998 - November 1998
Bhabha Atomic Research Centre  August 1991 - February 1998

Skills
Credit Risk, Project Management, Monte Carlo, Basel II, Financial Risk, Equities, Market Risk, Risk Management, Credit Derivatives, Banking, Capital Markets, Investment Banking, Portfolio Management, Derivatives, Options

Education
NCST Juhu Bombay
Post Graduate Diploma in Software Technology, Computer Science

University of Phoenix
Master of Science (MS), Computer Information Systems

University of Phoenix
Master of Business Administration (MBA), Technology Management

Vikram University
Bachelor of Science (BS), Mechanical Engineering

Welingkar Institute of Management
PGDM, Marketing Management

Stephen Hatcher Stephen Hatcher Scottsdale, Arizona Details
Stephen Hatcher's UBS Wealth Management Experience September 1999 - February 2009
Job SVP Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors  February 2009 - Present
UBS Wealth Management   September 1999 - February 2009
University of Phoenix  June 1995 - August 2007
School of Financial Planning   March 2000 - September 2000
Merrill Lynch  April 1993 - September 1999
Boeing Military   May 1986 - March 1992
Bell Helicopter  April 1984 - April 1986
Lockheed Martin  January 1980 - April 1984

Skills
Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Securities, Investments, Financial Advisory, Fixed Income, Equities, Bonds, Options, Financial Services, Capital Markets, Retirement, IRAs, 401k, Estate Investment..., Investment Planning, Risk Management, Strategic Planning, Tax Efficient Strategies, Wealth Planning...

Education
Arizona State University   1977 — 1979
BSME, Mechanical Engineering

University of Phoenix   1992 — 1995
Master of Business Administration (MBA), Corporate Finance

Brian Sheffler Brian Sheffler Orlando, Florida Details
Brian Sheffler's UBS Wealth Management Experience June 2012 - August 2012
Job Director of Marketing at BandS Accounting
Industry Accounting
Experience
New York Mets  January 2015 - Present
BandS Accounting   May 2013 - Present
SBR Athlete Management   April 2013 - Present
Winter Park High School  December 2014 - June 2015
MyCollegeJUNK   August 2014 - April 2015
UBS Wealth Management   June 2012 - August 2012

Skills
Teamwork, Public Speaking, Event Planning, Team Leadership, Leadership, Event Management, Social Media Marketing, Project Management, Strategic Planning, Social Networking, Training, Marketing, Social Media, Entrepreneurship, Market Research, Marketing Strategy

Education
University of Rochester   2010 — 2014
Bachelor of Arts (B.A.), Entrepreneurship

University of Rochester   2010 — 2014
Bachelor of Arts (B.A.), Entrepreneurship

Darren Dunckel Darren Dunckel Greater Los Angeles Area Details
Darren Dunckel's UBS Wealth Management Experience November 1999 - August 2000
Job CEO at Atomic (OTC:ATOC)
Industry Financial Services
Experience
Atomic (OTC:ATOC)   February 2012 - Present
INTREORG (OTC: IORG)   January 2014 - Present
Tranquil Veranda Ranch   August 2012 - Present
Social Club Financial   November 2011 - December 2013
Forex International Trading - FXIT   February 2010 - November 2011
My Daily   January 2004 - February 2010
Verge Living Corporation   2006 - 2009
The Newport Group  August 2002 - January 2004
New York Life Investment Management  August 2000 - August 2002
UBS Wealth Management   November 1999 - August 2000

Skills
Direct Sales, International Sales, Sales Process, Marketing Strategy, Social Media Marketing, Marketing Management, Management Consulting, Strategic Consulting, Investment Advisory, Alternative Investments, Investment Products, Investment Strategies, Investment Banking, Strategic Financial..., Wealth Management, Asset Managment, Mergers, Investments, Small Business Lending, Small Business..., Asset Allocation, Asset Management, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Finance, Financial Markets, Financial Modeling, Financial Planning, Financial Services, Funding, Hedge Funds, Investor Relations, Loans, Management, Marketing, Mergers, Portfolio Management, Private Equity, Retirement Planning, Risk Management, Small Business, Social Networking, Start-ups, Strategy, Trading, Venture Capital

Education
University of Southern California   1987 — 1991

Lake Highlands High School   1984 — 1987

Elizabeth H. Cummins Elizabeth H. Cummins Providence, Rhode Island Area Details
Elizabeth H. Cummins's UBS Wealth Management Experience August 2007 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   August 2007 - Present
Morgan Stanley Investment Management  July 2004 - August 2007

Education
University of Rhode Island   1992 — 1997
BA, Psychology, Business Marketing

Katie Clair Katie Clair New York, New York Details
Katie Clair's UBS Wealth Management Experience May 2010 - August 2010
Job Corporate Business Development at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren  May 2015 - Present
Pegasus Capital Advisors  June 2012 - May 2014
Pegasus Capital Advisors  June 2011 - August 2011
Northwestern Mutual  January 2011 - June 2011
UBS Wealth Management   May 2010 - August 2010
Moosejaw Mountaineering  October 2008 - August 2009

Skills
Leadership, Microsoft Excel, Financial Analysis, Research, Financial Modeling, PowerPoint

Education
University of Southern California   2008 — 2012
B.A., International Relations/Global Business

Lahser High School   2004 — 2008

Ali Hoffman Ali Hoffman Greater New York City Area Details
Ali Hoffman's UBS Wealth Management Experience June 2008 - August 2008
Job Account Manager, Institutional Sales for iShares
Industry Financial Services
Experience
BlackRock  August 2012 - Present
Pipeline Financial Group  February 2010 - December 2011
Pipeline Financial Group  July 2009 - February 2010
UBS Wealth Management   June 2008 - August 2008
Borough of Spring Lake   January 2003 - January 2007

Skills
Financial Modeling

Education
University of Richmond - Robins School of Business   2005 — 2009
Bachelor of Sciences, Business Administration; Finance and Accounting

Vienna University of Economics and Business   2008 — 2008
International Finance and Accounting

The Lawrenceville School   2001 — 2005
High School

The Island School   2003 — 2003

Jeffrey Gottfurcht Jeffrey Gottfurcht San Francisco Bay Area Details
Jeffrey Gottfurcht's UBS Wealth Management Experience July 1999 - January 2009
Job Founder JGCAF Making Dreams & Wishes Come True For Kids Living With Juvenile Arthritis
Industry Nonprofit Organization Management
Experience
JGCAF   January 2009 - Present
UBS Wealth Management   July 1999 - January 2009

Skills
Alternative Investments, Entrepreneurship, Venture Capital, Investments

Education
University of San Francisco

Jose Harari Jose Harari Los Angeles, California Details
Jose Harari's UBS Wealth Management Experience January 2013 - March 2013
Job Student at University of Southern California Marshall School of Business
Industry
Experience
USC Investment Office   September 2014 - December 2014
Morgan Stanley Private Wealth Management  May 2014 - July 2014
UBS Wealth Management   January 2013 - March 2013
Safra Asset Management  May 2012 - July 2012

Education
University of Southern California   2011 — 2015
BS, Business Administration

University of Southern California - Marshall School of Business   2011 — 2015

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Ahmie Baum Ahmie Baum Greater Pittsburgh Area Details
Ahmie Baum's UBS Wealth Management Experience March 1993 - Present
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 1993 - Present
UBS Wealth Management   1993 - Present
UBS Wealth Management   September 1987 - September 1993
UBS Wealth Management   September 1979 - September 1987

Skills
Wealth Management, Investment Consulting, Advanced Planning, Relationship Management, Wealth Enhancement, Multi-generational..., Intergenerational..., Wealth Protection, Charitable Gift Planning, Exit Planning, Transition Planning, Strategic Financial..., Retirement, Wealth, Management, Financial Planners, Project Planning, Wealth Management..., Business Strategy, Strategic Planning, Business Transition

Education
Duquesne University School of Leadership & Professional Advancement   2004 — 2005
Executive Certificate in Financal Planning

University of Pittsburgh   1973 — 1979
B.S., Psychology

Jeffrey Zurek Jeffrey Zurek Tampa/St. Petersburg, Florida Area Details
Jeffrey Zurek's UBS Wealth Management Experience January 2009 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   January 2009 - Present
Pilot Bank  September 2006 - July 2008
Wells Fargo  August 2004 - August 2006
State Farm  March 2003 - July 2004
SunTrust  June 1998 - January 2003

Education
University of South Florida   1996 — 2001
B.S., Human Resource Management

Josh Rudoy Josh Rudoy Los Angeles, California Details
Josh Rudoy's UBS Wealth Management Experience 2004 - 2007
Job Principal at Argyle Capital Partners, LLC
Industry Financial Services
Experience
Argyle Capital Partners, LLC   2012 - Present
Morgan Stanley  2007 - 2012
UBS Wealth Management   2004 - 2007

Skills
Wealth Management, Investments, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Finance, Strategic Financial..., Licensing, Investment Strategies

Education
University of Southern California   1995 — 1999
Communication

Montclair College Preparatory   1990 — 1994

Brett Tomich Brett Tomich Los Angeles, California Details
Brett Tomich's UBS Wealth Management Experience 2001 - 2004
Job Vice President New Business Development, RIA Markets
Industry Financial Services
Experience
Strategic Capital Companies   February 2015 - Present
Strategic Capital Companies   January 2014 - February 2015
Walton International Group  January 2010 - October 2013
CORE Realty Holdings, LLC  September 2007 - November 2008
Comerica Bank  March 2006 - September 2007
UBS Wealth Management   2001 - 2004

Skills
Investments, Real Estate, Real Estate Economics, Marketing, Financial Analysis, Real Estate Development, Asset Management, Sales, Real Estate Financing, Asset Managment, Investment Properties, Real Estate Transactions, Alternative Investments, Selling, Disposition, Marketing Strategy, Salesforce.com, New Business Development, Investors, Management, Finance, Portfolio Management

Education
University of Southern California   2000 — 2004
Bachelor of Science (B.S.), Business, Economics

Jon DeCoite Jon DeCoite San Francisco Bay Area Details
Jon DeCoite's UBS Wealth Management Experience 2001 - 2002
Job Senior Vice President at DTZ
Industry Commercial Real Estate
Experience
DTZ  December 2004 - Present
UBS Wealth Management   2001 - 2002
JP Morgan  2000 - 2001
Deutsche Bank  1997 - 2000

Skills
Leasing, Sales Process, Contract Negotiation, Market Analysis, Asset Managment, Investments, Financial Analysis, Due Diligence, Real Estate, Financial Modeling, Valuation, Portfolio Management, Real Estate Development, Equities, Brokerage, Strategic Planning, Forecasting, Real Estate Economics, Alternative Investments, Business Strategy, Business Development, Finance, Commercial Real Estate, Underwriting, Tenant Representation, Location Intelligence, Asset Management, Landlords

Education
Vanderbilt University - Owen Graduate School of Management   2002 — 2004
MBA, Finance, Strategy

University of San Diego   1993 — 1997
Bachelors, Accounting

Gary Handler Gary Handler Beverly Hills, California Details
Gary Handler's UBS Wealth Management Experience April 2007 - March 2014
Job Senior Institutional Consultant at Raymond James
Industry Financial Services
Experience
Raymond James  March 2014 - Present
UBS Wealth Management   April 2007 - March 2014
RBC Dain Rauscher  June 2003 - April 2007
Oppenheimer & Co.   January 1991 - June 2003
Smith Barney  June 1989 - December 1990

Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Portfolio Management, Alternative Investments, 401k, Finance, Asset Allocation, Fixed Income, Series 7

Education
University of Southern California   1975 — 1976
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

University of Southern California   1972 — 1975
Bachelor of Science (BS), Accounting

Moti Abadi Moti Abadi Miami, Florida Details
Moti Abadi's UBS Wealth Management Experience May 2011 - May 2013
Job Director at Citi
Industry Financial Services
Experience
Citi  March 2014 - Present
UBS Wealth Management   May 2011 - May 2013
UBS  May 2006 - April 2011

Skills
Corporate Finance

Education
University of Rochester - Simon Business School   1999 — 2000

Bob Kinnie Bob Kinnie Greater New York City Area Details
Bob Kinnie's UBS Wealth Management Experience May 2010 - December 2011
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2011 - Present
UBS Wealth Management   May 2010 - December 2011
Merrill Lynch  December 2008 - May 2010
Goldleaf Financial Solutions  April 2004 - September 2008
CitiCapital Commercial Corp  January 2003 - March 2004
GE Commercial Finance  September 1990 - January 2003

Education
University of Rhode Island   1986 — 1990
B.A., Economics, Sociology

Aaron Peltz Aaron Peltz Greater Los Angeles Area Details
Aaron Peltz's UBS Wealth Management Experience May 2007 - February 2008
Job Associate at Salem Partners LLC
Industry Investment Banking
Experience
Salem Partners LLC  April 2011 - Present
Houlihan Lokey  April 2010 - April 2011
Bovitz Research Group  January 2010 - April 2010
ALJ Capital Management, LLC   August 2009 - January 2010
University of Southern California  September 2008 - May 2009
USC Marshall School of Business  August 2005 - May 2009
CTS Capital Advisors  June 2008 - August 2008
UBS Wealth Management   May 2007 - February 2008

Skills
Financial Analysis, Research, Market Research, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Statistics, Corporate Finance, Due Diligence, Analysis, Private Equity, Marketing, International Relations, Microsoft Word, Event Planning, Public Speaking, Competitive Analysis, Business Strategy, Strategic Visionary, World Building, Venture Capital, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Capital IQ, Investments, Business Valuation, DCF, LBO, Economics, Leveraged Finance

Education
University of Southern California   2005 — 2009
Bachelor of Science (BSc), Business Administration

University of Southern California - Marshall School of Business   2005 — 2009
BSc, Business Administration, Emph. Finance

Lucas Montgomery, CFA Lucas Montgomery, CFA New York, New York Details
Lucas Montgomery, CFA's UBS Wealth Management Experience October 2003 - July 2005
Job Vice President, Senior Equity Research Analyst at Sanford Bernstein, LLC
Industry Financial Services
Experience
Sanford Bernstein, LLC   January 2009 - Present
Endurance Capital, LLP   March 2008 - December 2008
Bank of America Securities, LLC  July 2005 - January 2008
UBS Wealth Management   October 2003 - July 2005
Himalya Capital Partners, LP   March 2002 - May 2003
UBS PaineWebber, Inc.   January 1996 - July 2001

Skills
Investments, Mutual Funds, Series 7, Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Asset Management, Equity Research, Private Equity

Education
Columbia Business School   2001 — 2003
Master of Business Administration (MBA), Finance and Economics

University of Richmond   1991 — 1995
Bachelor of Arts (B.A.), Philosophy, Magna Cum Laude

Curtis Spiteri Curtis Spiteri Portland, Oregon Area Details
Curtis Spiteri's UBS Wealth Management Experience 2005 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   2005 - Present

Education
University of Portland
BA

James Shea James Shea Greater New York City Area Details
James Shea's UBS Wealth Management Experience August 1999 - March 2002
Job Director Investments Private Client Group at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   September 2010 - Present
Wells Fargo Advisors  December 2007 - September 2010
PNC Investments (Unofficial)   July 2005 - December 2006
Bank of America  November 2001 - June 2005
Porter Levay & Rose   March 2002 - October 2002
UBS Wealth Management   August 1999 - March 2002
Porter, LeVay & Rose, Inc.   January 1998 - August 1999
Oppenheimer & Co. Inc.   August 1997 - January 1998

Education
University of South Carolina-Columbia   1995 — 1997
Finance, Business

Monmouth University   1990 — 1991
Bachelor of Applied Science (BASc), Business Administration

Brookdale Community College
Business Administration

Matt Lembcke Matt Lembcke Greater Salt Lake City Area Details
Matt Lembcke's UBS Wealth Management Experience April 2004 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2004 - Present
UBS Wealth Management   2004 - Present
UBS Wealth Management  

Skills
Risk Management, Equities, Fixed Income, Financial Risk, Wealth Management, Securities, Portfolio Management, Investments, Series 7, Financial Services

Education
University of South Carolina-Columbia   1992 — 1996
BA, History, 3.3

University of Warwick
Bachelor of Arts (B.A.), History

Matthew Serkes Matthew Serkes Greater New York City Area Details
Matthew Serkes's UBS Wealth Management Experience June 2010 - August 2010
Job Investment Analyst at Executive Monetary Management
Industry Investment Management
Experience
EMM  June 2011 - Present
UBS Wealth Management   June 2010 - August 2010

Skills
Investment Management, Microsoft Excel, Portfolio Management, Return on Investment..., Investment Strategies, Finance, Hedge Funds, Equities, Asset Allocation, Alternative Investments, PowerPoint, Microsoft CRM, Investment Advisory, Risk Analysis, Wealth Management, Fixed Income

Education
University of Scranton   2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance

Chaminade High School   2003 — 2007

Samuel Descovich Samuel Descovich Greater New York City Area Details
Samuel Descovich's UBS Wealth Management Experience March 2013 - Present
Job Managing Director, Head of Capital Market Solutions, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2013 - Present
UBS Wealth Management   September 2006 - March 2013
UBS Wealth Management   October 2000 - September 2006

Skills
Equities, Fixed Income, Wealth Management, Series 7, ETFs, Series 24, Equity Derivatives, Series 65, Sales Management, Investments, Series 63, Derivatives, Asset Management, Wealth Management..., Relationship Management, High Net Worth..., Structured Products, Investment Advisory, Capital Markets, Alternative Investments

Education
University of Scranton   1992 — 1996

Bart Bates Bart Bates Tampa/St. Petersburg, Florida Area Details
Bart Bates's UBS Wealth Management Experience September 2007 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   September 2007 - Present
RBC Wealth Management  February 2004 - August 2007

Education
University of South Florida
Business, Finance

Sean A Murphy Sean A Murphy Greater Los Angeles Area Details
Sean A Murphy's UBS Wealth Management Experience 2009 - October 2012
Job Senior Vice President Western Region at MetLife
Industry Financial Services
Experience
MetLife  October 2012 - Present
UBS Wealth Management   2009 - October 2012
UBS Wealth Management   January 2008 - May 2009
UBS  March 2001 - January 2008
Merrill Lynch  1999 - 2001
Merrill Lynch  July 1988 - December 1998

Skills
Wealth Management, Series 7, Fixed Income, Equities, Investments, Series 63, Mutual Funds, Portfolio Management, Securities, Financial Services

Education
University of South Florida
B.S., Finance

Frank Paolantonio Frank Paolantonio York, Pennsylvania Area Details
Frank Paolantonio's UBS Wealth Management Experience June 2012 - August 2012
Job T Rowe Price
Industry Financial Services
Experience
T. Rowe Price  June 2014 - Present
Arete Asset Management   May 2013 - September 2013
UBS Wealth Management   June 2012 - August 2012
Merrill Lynch  May 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Social Media, Teamwork, Public Speaking

Education
University of Pittsburgh   2009 — 2013
Finance, Finance, General

University of Pittsburgh   2009 — 2013
School of Arts, and Sciences; Actuarial Mathematics

University of Pittsburgh, College of Business Administration
Bachelor of Science, Business Administration; Finance

Ross Ramsey Ross Ramsey Greater New York City Area Details
Ross Ramsey's UBS Wealth Management Experience May 2010 - September 2015
Job Internal Wholesaler at Prudential Investments
Industry Financial Services
Experience
Prudential Financial  September 2015 - Present
UBS Wealth Management   May 2010 - September 2015
UBS Wealth Management   September 2009 - May 2010

Education
University of Pittsburgh   2006 — 2010
BSBA, Finance

Amit Haval Amit Haval Greater New York City Area Details
Amit Haval's UBS Wealth Management Experience March 2013 - June 2015
Job QA Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon  June 2015 - Present
UBS Wealth Management   March 2013 - June 2015
Credit Suisse  October 2008 - February 2013
Wachovia  June 2007 - September 2008
Symphony Services Pvt. Ltd.   June 2006 - June 2007
Covelix Technologies Pvt. Ltd.   March 2005 - June 2006
Peocit Technologies Pvt. Ltd.   August 2003 - March 2005

Skills
Quality Center, Test Management, Test Planning, Test Strategy, Manual Testing, Regression Testing, User Acceptance Testing, System Testing, Defect Tracking, Software Quality..., Test Cases, Testing, QTP, Quality Assurance, Test Automation, Agile Testing, SDLC, JIRA, Performance Testing, Integration Testing, HP Quality Center, HP QTP

Education
University of Pune
B.E.

Burke Gibson Burke Gibson Bellevue, Washington Details
Burke Gibson's UBS Wealth Management Experience June 2011 - August 2011
Job Student at University of Southern California
Industry Venture Capital & Private Equity
Experience
Daily Trojan Newspaper  January 2012 - Present
UBS Wealth Management   June 2011 - August 2011

Education
University of Southern California   2011 — 2015

Bert van der Walt Bert van der Walt Chicago, Illinois Details
Bert van der Walt's UBS Wealth Management Experience March 2006 - January 2007
Job Driehaus Capital Management
Industry Investment Management
Experience
Baring Asset Management  January 2007 - June 2012
UBS Wealth Management   March 2006 - January 2007
Alexander Forbes  March 2003 - February 2006

Skills
Emerging Market Equity..., Equity Research, Hedge Funds, Investments, Equities, Asset Management, Emerging Markets

Education
University of Pretoria/Universiteit van Pretoria   1999 — 2002
Bachelor of Commerce (B.Com.), Investment Management

Yvonne Latzke Yvonne Latzke Murrieta, California Details
Yvonne Latzke's UBS Wealth Management Experience March 1993 - October 2009
Job JACY Consulting Founder
Industry Management Consulting
Experience
Self-employed  January 2013 - Present
Sexton Advisory Group, Inc   February 2011 - January 2013
UBS Wealth Management   March 1993 - October 2009

Skills
Operations Management, Administrative..., Strategic Thinking, Process Improvement, Financial Services, Human Resources, P&L Management, Life Insurance, Annuities

Education
University of Phoenix   1998 — 2001
Bachelor of Science (B.S.), Business Administration, Management and Operations

Jami (Walker) Brown Jami (Walker) Brown Newton Highlands, Massachusetts Details
Jami (Walker) Brown's UBS Wealth Management Experience August 2006 - July 2008
Job Technical Support Manager at Wolters Kluwer Law & Business
Industry Information Services
Experience
Wolters Kluwer Law & Business  March 2011 - Present
Iron Mountain  July 2008 - May 2010
UBS Wealth Management   August 2006 - July 2008

Skills
Technical Support, Customer Satisfaction, Quality Assurance, Customer Service, Salesforce.com, Management, CRM, Business Analysis, Social Media, Process Improvement, Training, Project Management, Account Management

Education
University of South Carolina-Columbia   1992 — 1996

Brandon Mazenod Brandon Mazenod Rancho Palos Verdes, California Details
Brandon Mazenod's UBS Wealth Management Experience June 2013 - September 2013
Job Wealth Management Intern at UBS Wealth Management
Industry Financial Services
Experience
International Logistic Services, Inc.   May 2011 - June 2014
UBS Wealth Management   June 2013 - September 2013

Skills
Microsoft Office

Education
University of Southern California - Marshall School of Business   2010 — 2014
Bachelor’s Degree, Business Administration

University of Southern California   2010 — 2014
School of Architecture

Riley Millender Riley Millender Escondido, California Details
Riley Millender's UBS Wealth Management Experience June 2014 - August 2015
Job Student at University of Southern California Law School
Industry
Experience
UBS Wealth Management   June 2014 - August 2015
UBS Wealth Management   March 2014 - June 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Data Analysis, Teamwork

Education
USC Gould School of Law   2015 — 2018

University of San Diego   2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Jason Aiello Jason Aiello Montvale, New Jersey Details
Jason Aiello's UBS Wealth Management Experience August 2003 - June 2006
Job Senior Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc.   October 2014 - Present
Morgan Stanley Wealth Management  2011 - 2014
Stone & Youngberg  June 2006 - February 2011
UBS Wealth Management   August 2003 - June 2006

Skills
Fixed Income, Wealth Management, Bonds, Asset Management, Institutional Sales, Capital Markets, Bloomberg, Mutual Funds, Investments

Education
University of Scranton   1999 — 2003
Bachelor's Degree, Finance, General

Corey Langston Corey Langston United States Details
Corey Langston's UBS Wealth Management Experience June 2010 - Present
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry
Experience
UBS Wealth Management   June 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company   April 2000 - June 2010

Education
University of San Diego School of Law   1995 — 1998
Juris Doctor, Law

University of Utah   1990 — 1994
Bachelor of Science (B.S.), Finance, General

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