UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Andres R. Tatis Andres R. Tatis's UBS Wealth Management Experience 2008 - 2009
Job NICE | Actimize FMC Division
Industry Management Consulting
Experience
NICE Systems July 2015 - Present
E*TRADE Financial Corporation 2014 - Present
Dell 2013 - 2014
UBS 2009 - 2012
UBS Wealth Management 2008 - 2009
UBS Wealth Management 2005 - 2008
Quest Diagnostics 2002 - 2003
TD 1999 - 2001
Skills
Business Analysis, Process Improvement, Vendor Management, Change Management, Six Sigma, Project Management, Project Portfolio..., MS Project, Management, Business Strategy, Financial Services, Human Resources, Budgets, Training, SDLC, Risk Management, Banking, Business Process..., Business Requirements, Forecasting, Resource Management, PMO, Requirements Gathering, IT Strategy, Recruiting, Software Project...
Education
Rutgers, The State University of New Jersey-Newark
Mathematics
Bergen Community College
Mathematics, Computer Science
River Dell Regional High School 1995 — 1999
NICE Systems July 2015 - Present
E*TRADE Financial Corporation 2014 - Present
Dell 2013 - 2014
UBS 2009 - 2012
UBS Wealth Management 2008 - 2009
UBS Wealth Management 2005 - 2008
Quest Diagnostics 2002 - 2003
TD 1999 - 2001
Skills
Business Analysis, Process Improvement, Vendor Management, Change Management, Six Sigma, Project Management, Project Portfolio..., MS Project, Management, Business Strategy, Financial Services, Human Resources, Budgets, Training, SDLC, Risk Management, Banking, Business Process..., Business Requirements, Forecasting, Resource Management, PMO, Requirements Gathering, IT Strategy, Recruiting, Software Project...
Education
Rutgers, The State University of New Jersey-Newark
Mathematics
Bergen Community College
Mathematics, Computer Science
River Dell Regional High School 1995 — 1999
Daniel Hildebrand Daniel Hildebrand's UBS Wealth Management Experience January 2009 - May 2009
Job Helping companies to simplify their IT solution, increase collaboration and improve employee engagement.
Industry Computer Software
Experience
Agosto May 2015 - Present
Emerson Process Management March 2014 - May 2015
Emerson Process Management May 2013 - March 2014
The 401k Latte Company May 2010 - May 2013
UBS Wealth Management January 2009 - May 2009
Skills
Finance, Strategic Financial..., Investments, Insurance, Wealth Management, Business Planning, 401k, Financial Services, Strategy, Sales, Securities, Small Business, Marketing, Financial Planners, Training, Entrepreneurship, Radio, Loans, Underwriting, Retirement, Banking, Credit, Employee Benefits, Accounting, Economics, Corporate Finance, Business, Customer Engagement, Dispute Resolution, Oracle E-Business Suite, Accounts Receivable, Financial Planning
Education
Bethel University 2007 — 2009
BA Magna Cum Laude, Business Marketing
Normandale Community College 2005 — 2007
AA, General
Agosto May 2015 - Present
Emerson Process Management March 2014 - May 2015
Emerson Process Management May 2013 - March 2014
The 401k Latte Company May 2010 - May 2013
UBS Wealth Management January 2009 - May 2009
Skills
Finance, Strategic Financial..., Investments, Insurance, Wealth Management, Business Planning, 401k, Financial Services, Strategy, Sales, Securities, Small Business, Marketing, Financial Planners, Training, Entrepreneurship, Radio, Loans, Underwriting, Retirement, Banking, Credit, Employee Benefits, Accounting, Economics, Corporate Finance, Business, Customer Engagement, Dispute Resolution, Oracle E-Business Suite, Accounts Receivable, Financial Planning
Education
Bethel University 2007 — 2009
BA Magna Cum Laude, Business Marketing
Normandale Community College 2005 — 2007
AA, General
Brent Neihart Brent Neihart's UBS Wealth Management Experience February 2012 - May 2012
Job Investment Analyst at Mercy Investment Services
Industry Investment Management
Experience
Mercy Investment Services June 2014 - Present
UBS Wealth Management February 2012 - May 2012
Louis Dreyfus Commodities July 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, R Programming Language, Matlab, Corporate Finance
Education
Washington University in St. Louis 2013 — 2014
Master of Science in Finance
Bethel University 2009 — 2013
BA, Economics and Finance
Mercy Investment Services June 2014 - Present
UBS Wealth Management February 2012 - May 2012
Louis Dreyfus Commodities July 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, R Programming Language, Matlab, Corporate Finance
Education
Washington University in St. Louis 2013 — 2014
Master of Science in Finance
Bethel University 2009 — 2013
BA, Economics and Finance
Abhishek Bhattacharyya's UBS Wealth Management Experience March 2008 - July 2010
Job Director, Technology Delivery, BPM Practice at Virtusa
Industry Computer Software
Experience
Virtusa July 2015 - Present
Agora Group Inc., May 2015 - July 2015
Architech Solutions September 2013 - April 2015
Cognizant May 2011 - September 2013
Cognizant Technology Solutions June 2002 - September 2013
Credit Suisse AG March 2010 - May 2011
UBS Wealth Management March 2008 - July 2010
JP Morgan Chase August 2007 - March 2008
Target Financial Services March 2006 - August 2007
Citigroup Cards July 2004 - March 2006
Skills
Business Process..., SOA, Business Process..., Agile Methodologies, CRM, Domain Names, Banking, Financial Services, Business Development, Pega PRPC, Infrastructure, Process Architecture, Business Process Design, Enterprise Software, SDLC, Solution Architecture, IT Service Management, Strategy, Pegasystems PRPC, Requirements Analysis, Program Management, Enterprise Architecture, Pre-sales
Education
Birla Institute of Technology 1996 — 2000
Bachelor of Engineering, Electronics & Communications
Virtusa July 2015 - Present
Agora Group Inc., May 2015 - July 2015
Architech Solutions September 2013 - April 2015
Cognizant May 2011 - September 2013
Cognizant Technology Solutions June 2002 - September 2013
Credit Suisse AG March 2010 - May 2011
UBS Wealth Management March 2008 - July 2010
JP Morgan Chase August 2007 - March 2008
Target Financial Services March 2006 - August 2007
Citigroup Cards July 2004 - March 2006
Skills
Business Process..., SOA, Business Process..., Agile Methodologies, CRM, Domain Names, Banking, Financial Services, Business Development, Pega PRPC, Infrastructure, Process Architecture, Business Process Design, Enterprise Software, SDLC, Solution Architecture, IT Service Management, Strategy, Pegasystems PRPC, Requirements Analysis, Program Management, Enterprise Architecture, Pre-sales
Education
Birla Institute of Technology 1996 — 2000
Bachelor of Engineering, Electronics & Communications
Harry Foard's UBS Wealth Management Experience April 2015 - May 2015
Job Investment Banking Summer Analyst at BroadSpan Capital LLC
Industry Banking
Experience
BroadSpan Capital LLC June 2015 - Present
UBS Wealth Management April 2015 - May 2015
ICAP June 2014 - 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Economics, Accounting, Data Analysis, Policy, Financial Analysis, Analysis, Financial Modeling, Teamwork
Education
University of Miami - School of Business 2013 — 2017
BSBA, Finance, General
Berklee College of Music 2012 — 2013
Proctor Academy
BroadSpan Capital LLC June 2015 - Present
UBS Wealth Management April 2015 - May 2015
ICAP June 2014 - 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Economics, Accounting, Data Analysis, Policy, Financial Analysis, Analysis, Financial Modeling, Teamwork
Education
University of Miami - School of Business 2013 — 2017
BSBA, Finance, General
Berklee College of Music 2012 — 2013
Proctor Academy
Christopher Conway CRPS's UBS Wealth Management Experience March 1993 - October 2003
Job Chief Marketing Officer, Marsh Private Client Services
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. August 2013 - Present
Citi August 2010 - August 2013
TIAA-CREF June 2006 - February 2010
TD Ameritrade (TD Waterhouse) October 2003 - May 2006
UBS Wealth Management March 1993 - October 2003
UBS September 2001 - September 2003
UBS January 1996 - September 2001
UBS January 1995 - January 1996
UBS April 1993 - January 1995
Skills
Wealth Management, Retirement Planning, Branding & Identity, Development of..., Advisory Products, Integrated Marketing..., Holistic Financial..., Multi-product Management, Segmentation, Asset Managment, Cross-functional Team..., Mutual Funds, Annuities, Social Media, Web-based Solutions, PMO, Client & Industry..., Business Process..., Leadership, Relationship Management, Six Sigma, Series 24, P&L Responsibility, New Business Development, Coaching & Training, Financial Services, Marketing, Strategy, Asset Management, Marketing Strategy, Management, Series 7, Mergers & Acquisitions, Strategic Financial..., Product Management, Investment Advisory, Business Planning, P&L Management, Fixed Annuities, Executive Management, Management Consulting, Financial Planning
Education
Binghamton University
Bachelor of Arts (B.A.), Political Science - International Affairs and Law
Marsh & McLennan Companies, Inc. August 2013 - Present
Citi August 2010 - August 2013
TIAA-CREF June 2006 - February 2010
TD Ameritrade (TD Waterhouse) October 2003 - May 2006
UBS Wealth Management March 1993 - October 2003
UBS September 2001 - September 2003
UBS January 1996 - September 2001
UBS January 1995 - January 1996
UBS April 1993 - January 1995
Skills
Wealth Management, Retirement Planning, Branding & Identity, Development of..., Advisory Products, Integrated Marketing..., Holistic Financial..., Multi-product Management, Segmentation, Asset Managment, Cross-functional Team..., Mutual Funds, Annuities, Social Media, Web-based Solutions, PMO, Client & Industry..., Business Process..., Leadership, Relationship Management, Six Sigma, Series 24, P&L Responsibility, New Business Development, Coaching & Training, Financial Services, Marketing, Strategy, Asset Management, Marketing Strategy, Management, Series 7, Mergers & Acquisitions, Strategic Financial..., Product Management, Investment Advisory, Business Planning, P&L Management, Fixed Annuities, Executive Management, Management Consulting, Financial Planning
Education
Binghamton University
Bachelor of Arts (B.A.), Political Science - International Affairs and Law
Vanessa Coloma's UBS Wealth Management Experience July 2015 - August 2015
Job Candidate for BS in Corporate Finance and Accounting major with a minor in Earth, Environment, and Global Sustainability
Industry Financial Services
Experience
UBS Wealth Management July 2015 - August 2015
UBS Wealth Management May 2014 - August 2014
TRACTEBEL Engineering GDF Suez May 2012 - July 2012
LAFISE Corp. January 2011 - February 2011
Skills
Communications, Group work, Punctuality, Effectiveness, Banking, Finance, Invoicing, Spanish, Group Work, Microsoft Word, Microsoft Office, Leadership, Research, Social Media, Microsoft Excel, Public Speaking, Customer Service
Education
Bentley University 2012 — 2016
Bachelor in Science, Corporate Finance and Accounting, Minor in Earth, Environment and Global Sustainability, Senior
Colegio Real de Panamá 2005 — 2011
UBS Wealth Management July 2015 - August 2015
UBS Wealth Management May 2014 - August 2014
TRACTEBEL Engineering GDF Suez May 2012 - July 2012
LAFISE Corp. January 2011 - February 2011
Skills
Communications, Group work, Punctuality, Effectiveness, Banking, Finance, Invoicing, Spanish, Group Work, Microsoft Word, Microsoft Office, Leadership, Research, Social Media, Microsoft Excel, Public Speaking, Customer Service
Education
Bentley University 2012 — 2016
Bachelor in Science, Corporate Finance and Accounting, Minor in Earth, Environment and Global Sustainability, Senior
Colegio Real de Panamá 2005 — 2011
Christopher Penny Christopher Penny's UBS Wealth Management Experience June 2012 - August 2012
Job Tax Staff
Industry Accounting
Experience
EY October 2014 - Present
UBS Wealth Management June 2012 - August 2012
Mendham Golf & Tennis Club June 2011 - August 2011
United States Pretrial Services June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg, Event Management, Public Speaking, Accounting, Tax Accounting, Social Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2013
MSA, Accounting
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting
University of Florence 2012 — 2012
EY October 2014 - Present
UBS Wealth Management June 2012 - August 2012
Mendham Golf & Tennis Club June 2011 - August 2011
United States Pretrial Services June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg, Event Management, Public Speaking, Accounting, Tax Accounting, Social Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2013
MSA, Accounting
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting
University of Florence 2012 — 2012
Diana Cote Diana Cote's UBS Wealth Management Experience May 2013 - August 2013
Job Advisory Staff, Financial Services Office at EY
Industry Financial Services
Experience
Financial Services Office at EY June 2014 - Present
UBS Wealth Management May 2013 - August 2013
Under Armour June 2012 - August 2012
MRY January 2012 - May 2012
Chubb Insurance June 2011 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Université Paris Dauphine 2012 — 2012
Boston College
Financial Services Office at EY June 2014 - Present
UBS Wealth Management May 2013 - August 2013
Under Armour June 2012 - August 2012
MRY January 2012 - May 2012
Chubb Insurance June 2011 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Université Paris Dauphine 2012 — 2012
Boston College
Connor Downey's UBS Wealth Management Experience October 2013 - May 2014
Job Intern at Goedecke & Co., LLC
Industry Commercial Real Estate
Experience
Goedecke & Co., LLC October 2014 - Present
Southcoast Health System & Southcoast Hospitals Group July 2014 - August 2014
UBS Wealth Management October 2013 - May 2014
On the Avenue Marketing Group May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Social Media, Social Networking, Argus Modeling, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's Degree, Finance, General
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Goedecke & Co., LLC October 2014 - Present
Southcoast Health System & Southcoast Hospitals Group July 2014 - August 2014
UBS Wealth Management October 2013 - May 2014
On the Avenue Marketing Group May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Social Media, Social Networking, Argus Modeling, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's Degree, Finance, General
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Alex Packer's UBS Wealth Management Experience August 2006 - January 2007
Job Director Finance, Residential Services at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable July 2015 - Present
Time Warner Cable July 2014 - Present
Time Warner Cable October 2012 - July 2014
Time Warner Cable July 2012 - October 2012
Raytheon May 2011 - July 2012
Raytheon August 2009 - May 2011
Raytheon July 2007 - August 2009
UBS Wealth Management August 2006 - January 2007
glaceau May 2006 - August 2006
Skills
Government Contracting, Analysis, Finance, Leadership, Pricing, Process Improvement, Proposal Writing, Strategic Financial..., Cross-functional Team..., Variance Analysis, Financial Modeling, Marketing, Forecasting, Financial Analysis, Financial Planning, Sales, Management
Education
Boston College 2003 — 2007
Bachelor's Degree, cum laude
Time Warner Cable July 2015 - Present
Time Warner Cable July 2014 - Present
Time Warner Cable October 2012 - July 2014
Time Warner Cable July 2012 - October 2012
Raytheon May 2011 - July 2012
Raytheon August 2009 - May 2011
Raytheon July 2007 - August 2009
UBS Wealth Management August 2006 - January 2007
glaceau May 2006 - August 2006
Skills
Government Contracting, Analysis, Finance, Leadership, Pricing, Process Improvement, Proposal Writing, Strategic Financial..., Cross-functional Team..., Variance Analysis, Financial Modeling, Marketing, Forecasting, Financial Analysis, Financial Planning, Sales, Management
Education
Boston College 2003 — 2007
Bachelor's Degree, cum laude
Matt Banahan Matt Banahan's UBS Wealth Management Experience June 2012 - August 2012
Job Senior Sales Development Representative at Okta, Inc.
Industry Information Technology and Services
Experience
Okta, Inc. December 2014 - Present
Tradecraft August 2014 - October 2014
UBS Wealth Management June 2012 - August 2012
Skills
CRM, Social Networking, Social Media, Cold Calling, Sales, Business Development, Research, Teamwork, Time Management, Leadership, Management, Social Media Marketing, Outlook, Data Analysis, Team Leadership
Education
University of Colorado at Boulder - Leeds School of Business
BS in Business Administration, Finance
Investment Banking Institute
Bond University
Amador Valley High School
Okta, Inc. December 2014 - Present
Tradecraft August 2014 - October 2014
UBS Wealth Management June 2012 - August 2012
Skills
CRM, Social Networking, Social Media, Cold Calling, Sales, Business Development, Research, Teamwork, Time Management, Leadership, Management, Social Media Marketing, Outlook, Data Analysis, Team Leadership
Education
University of Colorado at Boulder - Leeds School of Business
BS in Business Administration, Finance
Investment Banking Institute
Bond University
Amador Valley High School
Ebony Nash Ebony Nash's UBS Wealth Management Experience January 2001 - October 2006
Job Records Associate at Williams Lea
Industry Outsourcing/Offshoring
Experience
Brown Brothers Harriman December 2013 - December 2014
Williams Lea October 2006 - December 2013
UBS Wealth Management January 2001 - October 2006
Skills
Business Development, Financial Analysis, Strategy, Requirements Analysis, Leadership, Business Process..., Financial Services, Business Analysis, Data Analysis, Management, Microsoft Excel, PowerPoint, Project Management, Research
Education
Borough of Manhattan Community College 1995 — 1996
Associate's degree, Business Administration, Management and Operations
Paul Roberson High School 1990 — 1994
High school diploma in Business Management, Business Administration and Management, General
Brown Brothers Harriman December 2013 - December 2014
Williams Lea October 2006 - December 2013
UBS Wealth Management January 2001 - October 2006
Skills
Business Development, Financial Analysis, Strategy, Requirements Analysis, Leadership, Business Process..., Financial Services, Business Analysis, Data Analysis, Management, Microsoft Excel, PowerPoint, Project Management, Research
Education
Borough of Manhattan Community College 1995 — 1996
Associate's degree, Business Administration, Management and Operations
Paul Roberson High School 1990 — 1994
High school diploma in Business Management, Business Administration and Management, General
De Chen De Chen's UBS Wealth Management Experience March 2002 - November 2006
Job Software Engineer, Professional Services at Actimize
Industry Information Technology and Services
Kishan Khanna Kishan Khanna's UBS Wealth Management Experience 2004 - 2005
Job CEO at Alpha K2 Capital
Industry Financial Services
Experience
Alpha K2 Capital January 2005 - Present
UBS Wealth Management 2004 - 2005
Tata AIG 2001 - 2003
AIA 2000 - 2001
MetLife 1997 - 1999
MetLife 1996 - 1997
Pegasus Airlines USA 1996 - 1996
MetLife 1989 - 1996
MetLife 1988 - 1989
MetLife 1987 - 1988
Skills
Team Leadership, Team Building, New Business Development, Communication, Conflict Resolution, Conflict Management, Financial Analysis, Visionary, Inspiration
Education
University of Pennsylvania - The Wharton School 1994 — 1994
Executive Development Program, Management
University of Pittsburgh 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University - School of Management 1981 — 1983
BS in Management, Finance and Marketing
Alpha K2 Capital January 2005 - Present
UBS Wealth Management 2004 - 2005
Tata AIG 2001 - 2003
AIA 2000 - 2001
MetLife 1997 - 1999
MetLife 1996 - 1997
Pegasus Airlines USA 1996 - 1996
MetLife 1989 - 1996
MetLife 1988 - 1989
MetLife 1987 - 1988
Skills
Team Leadership, Team Building, New Business Development, Communication, Conflict Resolution, Conflict Management, Financial Analysis, Visionary, Inspiration
Education
University of Pennsylvania - The Wharton School 1994 — 1994
Executive Development Program, Management
University of Pittsburgh 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University - School of Management 1981 — 1983
BS in Management, Finance and Marketing
Duane Rich Duane Rich's UBS Wealth Management Experience June 2011 - August 2011
Job Quantitative Analyst at Coastland Advisors
Industry Financial Services
Experience
Coastland Advisors September 2014 - Present
BNP Paribas October 2013 - January 2014
UBS Wealth Management June 2011 - August 2011
UBS Wealth Management 2010 - 2011
Skills
Fixed Income, Financial Modeling, Portfolio Management, Investments, Matlab, Derivatives, Bloomberg, VBA, Bonds, Equities, Microsoft Office, Machine Learning, Python, R, Credit Risk, Quantitative Finance, Microsoft Excel, C++, Financial Analysis, Data Analysis
Education
University of California, Berkeley 2013 — 2014
Master's Degree, Financial Engineering
Boston College 2008 — 2012
Bachelor's Degree, Mathematics and Economics
Coastland Advisors September 2014 - Present
BNP Paribas October 2013 - January 2014
UBS Wealth Management June 2011 - August 2011
UBS Wealth Management 2010 - 2011
Skills
Fixed Income, Financial Modeling, Portfolio Management, Investments, Matlab, Derivatives, Bloomberg, VBA, Bonds, Equities, Microsoft Office, Machine Learning, Python, R, Credit Risk, Quantitative Finance, Microsoft Excel, C++, Financial Analysis, Data Analysis
Education
University of California, Berkeley 2013 — 2014
Master's Degree, Financial Engineering
Boston College 2008 — 2012
Bachelor's Degree, Mathematics and Economics
Garrett Meyer, CRPC® Garrett Meyer, CRPC®'s UBS Wealth Management Experience April 2009 - April 2010
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Terrey Pine Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services March 2014 - August 2015
Ameriprise Financial Services, Inc. June 2010 - October 2013
UBS Wealth Management April 2009 - April 2010
Education
Bethel University 2006 — 2010
Fidelity Investments September 2015 - Present
Terrey Pine Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services March 2014 - August 2015
Ameriprise Financial Services, Inc. June 2010 - October 2013
UBS Wealth Management April 2009 - April 2010
Education
Bethel University 2006 — 2010
Adrian VanderWoude Sr. Adrian VanderWoude Sr.'s UBS Wealth Management Experience November 2006 - April 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
UBS Wealth Management November 2006 - April 2009
Total Handling Equipment Co. January 1991 - April 2006
Clarklift West, Inc. 1980 - 1990
Clarklift of Dalton, Inc. 1975 - 1979
Clark Equipment Company 1972 - 1974
Education
Bob Jones University 1968 — 1972
Bachelor of Science (B.S.), Accounting
Timothy Christian High School 1963 — 1968
Ameriprise Financial Services, Inc. April 2009 - Present
UBS Wealth Management November 2006 - April 2009
Total Handling Equipment Co. January 1991 - April 2006
Clarklift West, Inc. 1980 - 1990
Clarklift of Dalton, Inc. 1975 - 1979
Clark Equipment Company 1972 - 1974
Education
Bob Jones University 1968 — 1972
Bachelor of Science (B.S.), Accounting
Timothy Christian High School 1963 — 1968
Victoria Westcott Victoria Westcott's UBS Wealth Management Experience July 2008 - June 2009
Job Assistant Executive Director at Surry Arts Council
Industry Fine Art
Experience
Surry Arts Council August 2015 - Present
Vinfen Corporation July 2013 - February 2015
Menino Arts Center June 2013 - July 2013
Boston Children's Hospital August 2012 - May 2013
Boston Ballet February 2011 - July 2012
Boston Ballet August 2010 - February 2011
Boston Ballet March 2010 - August 2010
Affinnova June 2009 - March 2010
UBS Wealth Management July 2008 - June 2009
McMullen Museum of Art May 2008 - August 2008
Skills
Event Planning, Program Management, Non-profits, Fundraising, Editing, Social Media, Event Management, Public Speaking, Volunteer Management, Microsoft Office, Community Outreach, Public Relations, Nonprofits, Teaching, Marketing, Leadership, Grant Writing, Community Development, Curriculum Development, Curriculum Design, Policy, Program Development, Recruiting
Education
Harvard University Graduate School of Education 2012 — 2013
Master of Education (M.Ed.), Arts in Education
Boston College 2005 — 2009
B.A., Art History, American Studies
Winchester Thurston School 2003 — 2005
Surry Arts Council August 2015 - Present
Vinfen Corporation July 2013 - February 2015
Menino Arts Center June 2013 - July 2013
Boston Children's Hospital August 2012 - May 2013
Boston Ballet February 2011 - July 2012
Boston Ballet August 2010 - February 2011
Boston Ballet March 2010 - August 2010
Affinnova June 2009 - March 2010
UBS Wealth Management July 2008 - June 2009
McMullen Museum of Art May 2008 - August 2008
Skills
Event Planning, Program Management, Non-profits, Fundraising, Editing, Social Media, Event Management, Public Speaking, Volunteer Management, Microsoft Office, Community Outreach, Public Relations, Nonprofits, Teaching, Marketing, Leadership, Grant Writing, Community Development, Curriculum Development, Curriculum Design, Policy, Program Development, Recruiting
Education
Harvard University Graduate School of Education 2012 — 2013
Master of Education (M.Ed.), Arts in Education
Boston College 2005 — 2009
B.A., Art History, American Studies
Winchester Thurston School 2003 — 2005
Jack Peterson Jack Peterson's UBS Wealth Management Experience September 2012 - December 2012
Job Risk Analyst at Intercontinental Exchange
Industry Capital Markets
Experience
Intercontinental Exchange June 2014 - Present
CME Group June 2013 - August 2013
Gradient Investments LLC December 2012 - May 2013
UBS Wealth Management September 2012 - December 2012
Benjamin F. Edwards & Co. May 2012 - August 2012
Bethel University June 2011 - November 2011
Education
Bethel University 2010 — 2014
Bachelor of Arts (B.A.), Economics & Finance
Burnsville High School 2006 — 2010
Intercontinental Exchange June 2014 - Present
CME Group June 2013 - August 2013
Gradient Investments LLC December 2012 - May 2013
UBS Wealth Management September 2012 - December 2012
Benjamin F. Edwards & Co. May 2012 - August 2012
Bethel University June 2011 - November 2011
Education
Bethel University 2010 — 2014
Bachelor of Arts (B.A.), Economics & Finance
Burnsville High School 2006 — 2010
Sumeet Rametra's UBS Wealth Management Experience January 2008 - May 2008
Job Hedge Fund Cerberus Capital Management
Industry Investment Banking
Experience
Cerberus Capital Management January 2014 - Present
Cerberus Capital Management March 2013 - Present
The Chesapeake Group August 2012 - March 2013
Edelweiss Capital January 2011 - June 2012
UBS Financial Services Inc June 2009 - August 2009
EastBrook Capital July 2008 - August 2008
UBS Wealth Management January 2008 - May 2008
Skills
Equities, Investment Banking, Sales, Emerging Markets, Financial Modeling, Valuation, Communication, Financial Statement..., Wealth Management, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Investor Relations, Bonds, Capital Markets, Corporate Finance, Mergers, Investments, Equity Valuation, Finance, Financial Analysis, Private Equity
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics & Finance
Scuola Lorenzo de' Medici 2008 — 2008
Italian
Cerberus Capital Management January 2014 - Present
Cerberus Capital Management March 2013 - Present
The Chesapeake Group August 2012 - March 2013
Edelweiss Capital January 2011 - June 2012
UBS Financial Services Inc June 2009 - August 2009
EastBrook Capital July 2008 - August 2008
UBS Wealth Management January 2008 - May 2008
Skills
Equities, Investment Banking, Sales, Emerging Markets, Financial Modeling, Valuation, Communication, Financial Statement..., Wealth Management, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Investor Relations, Bonds, Capital Markets, Corporate Finance, Mergers, Investments, Equity Valuation, Finance, Financial Analysis, Private Equity
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics & Finance
Scuola Lorenzo de' Medici 2008 — 2008
Italian
Heather Piscatelli's UBS Wealth Management Experience December 2013 - February 2015
Job Treasury Services Intern at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Hughey Center for Financial Services November 2013 - May 2015
UBS Wealth Management December 2013 - February 2015
Bentley Microfinance Group January 2013 - January 2015
SMB-Capital June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Sales, PowerPoint, Outlook, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (BASc), Economics and Finance
North Haven High School 2008 — 2012
J.P. Morgan June 2015 - Present
Hughey Center for Financial Services November 2013 - May 2015
UBS Wealth Management December 2013 - February 2015
Bentley Microfinance Group January 2013 - January 2015
SMB-Capital June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Sales, PowerPoint, Outlook, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (BASc), Economics and Finance
North Haven High School 2008 — 2012
Brian Matza Brian Matza's UBS Wealth Management Experience 2010 - 2010
Job Student at Binghamton University School of Management
Industry Accounting
Experience
PwC 2013 - 2013
WithumSmith+Brown June 2011 - July 2011
UBS Wealth Management 2010 - 2010
Skills
Microsoft Excel, Public Speaking, Accounting, PowerPoint, Microsoft Word, Research, Microsoft Office
Education
Binghamton University - School of Management 2009 — 2012
PwC 2013 - 2013
WithumSmith+Brown June 2011 - July 2011
UBS Wealth Management 2010 - 2010
Skills
Microsoft Excel, Public Speaking, Accounting, PowerPoint, Microsoft Word, Research, Microsoft Office
Education
Binghamton University - School of Management 2009 — 2012
Adnan Charania's UBS Wealth Management Experience January 2012 - May 2012
Job Analyst at Eightfold Real Estate Capital
Industry Investment Management
Experience
Eightfold Real Estate Capital June 2014 - Present
NR Investments September 2013 - June 2014
Egon Zehnder International October 2012 - December 2012
U.S. Debt Ventures June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Evergreen Sweeteners April 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Financial Modeling, PowerPoint, Business Strategy, Economics, Loans, Leadership
Education
University of Miami 2010 — 2013
Bachelor of Arts (B.A.), Economics
Binghamton University 2009 — 2010
Miami Country Day School 2001 — 2009
Eightfold Real Estate Capital June 2014 - Present
NR Investments September 2013 - June 2014
Egon Zehnder International October 2012 - December 2012
U.S. Debt Ventures June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Evergreen Sweeteners April 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Financial Modeling, PowerPoint, Business Strategy, Economics, Loans, Leadership
Education
University of Miami 2010 — 2013
Bachelor of Arts (B.A.), Economics
Binghamton University 2009 — 2010
Miami Country Day School 2001 — 2009
Carmela D'Angelo, CIR Carmela D'Angelo, CIR's UBS Wealth Management Experience March 2007 - May 2009
Job Experienced Hire Recruiter at KPMG, LLP
Industry Staffing and Recruiting
Experience
KPMG, LLP September 2013 - Present
Sr. Recruiter - Consultant July 2009 - August 2013
UBS Wealth Management March 2007 - May 2009
BISYS August 2006 - March 2007
ADP November 2000 - August 2006
KPMG April 1999 - November 2000
Ernst & Young, LLP 1986 - 1999
Skills
Financial Services, Interviews, Recruiting, Strategic Sourcing, CRM, Human Resources, Temporary Placement, Applicant Tracking..., Onboarding, Networking, Screening, Sourcing, Strategy, Time Management, Talent Acquisition, Management, Executive Search, Building Relationships, Taleo, Technical Recruiting, Information Technology, Contract Recruitment
Education
Fairleigh Dickinson (Program) 2007 — 2007
Certificate, Human Resources
Cornell University (Program) State and Labor Relations 1998 — 1999
Certificate, Human Resources
Bergen Community College
Passaic County Technical and Vocational HS
KPMG, LLP September 2013 - Present
Sr. Recruiter - Consultant July 2009 - August 2013
UBS Wealth Management March 2007 - May 2009
BISYS August 2006 - March 2007
ADP November 2000 - August 2006
KPMG April 1999 - November 2000
Ernst & Young, LLP 1986 - 1999
Skills
Financial Services, Interviews, Recruiting, Strategic Sourcing, CRM, Human Resources, Temporary Placement, Applicant Tracking..., Onboarding, Networking, Screening, Sourcing, Strategy, Time Management, Talent Acquisition, Management, Executive Search, Building Relationships, Taleo, Technical Recruiting, Information Technology, Contract Recruitment
Education
Fairleigh Dickinson (Program) 2007 — 2007
Certificate, Human Resources
Cornell University (Program) State and Labor Relations 1998 — 1999
Certificate, Human Resources
Bergen Community College
Passaic County Technical and Vocational HS
Rajpreet Kaur Sidhu Rajpreet Kaur Sidhu's UBS Wealth Management Experience January 2006 - April 2009
Job Sr Technical Consultant at Nomura Securities
Industry Financial Services
Experience
Nomura Securities March 2014 - Present
State Street April 2009 - February 2014
Wipro Technologies October 2005 - February 2014
UBS Wealth Management January 2006 - April 2009
Skills
Sybase, Perl, Unix Shell Scripting, Autosys, Production Support, PL/SQL, Oracle, ClearQuest, CVS, ClearCase
Education
BITS Pilani 2005 — 2009
MS
Nomura Securities March 2014 - Present
State Street April 2009 - February 2014
Wipro Technologies October 2005 - February 2014
UBS Wealth Management January 2006 - April 2009
Skills
Sybase, Perl, Unix Shell Scripting, Autosys, Production Support, PL/SQL, Oracle, ClearQuest, CVS, ClearCase
Education
BITS Pilani 2005 — 2009
MS
Gopesh Desai Gopesh Desai's UBS Wealth Management Experience August 2011 - Present
Job Director at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management August 2011 - Present
NJM Insurance Group September 2010 - August 2011
Cognizant Technology Solutions 1999 - September 2010
Inforbricks Technology Pvt Ltd August 1998 - November 1999
Skills
Insurance, SDLC, Logistics, Retail, Enterprise Architecture, Enterprise Software, Management, Solution Architecture, Cross-functional Team...
Education
Birla Institute of Technology
M.S.
Karnatak University
B.S.
UBS Wealth Management August 2011 - Present
NJM Insurance Group September 2010 - August 2011
Cognizant Technology Solutions 1999 - September 2010
Inforbricks Technology Pvt Ltd August 1998 - November 1999
Skills
Insurance, SDLC, Logistics, Retail, Enterprise Architecture, Enterprise Software, Management, Solution Architecture, Cross-functional Team...
Education
Birla Institute of Technology
M.S.
Karnatak University
B.S.
Helen Whelan's UBS Wealth Management Experience June 2010 - May 2011
Job Internal Wholesaler at Gabelli Asset Management
Industry Investment Management
Experience
Gabelli Asset Management June 2011 - Present
UBS Wealth Management June 2010 - May 2011
Skills
Series 7, Series 63, Mutual Funds
Education
Boston College 2007 — 2011
Bachelor of Arts (BA), Economics
Greenwich Academy 2003 — 2007
Gabelli Asset Management June 2011 - Present
UBS Wealth Management June 2010 - May 2011
Skills
Series 7, Series 63, Mutual Funds
Education
Boston College 2007 — 2011
Bachelor of Arts (BA), Economics
Greenwich Academy 2003 — 2007
Shakti Prasad Mishra Shakti Prasad Mishra's UBS Wealth Management Experience June 2010 - October 2010
Job Software Release Management at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2013 - Present
Citi November 2012 - May 2013
Bank of America November 2010 - November 2012
UBS Wealth Management June 2010 - October 2010
UBS Investment Bank July 2008 - May 2010
UBS Investment Bank April 2007 - June 2008
Goldman Sachs April 2006 - April 2007
Goldman Sachs September 2004 - May 2006
Skills
Autosys, Linux, Windows, Sybase, Perl, Shell Scripting, Unix Shell Scripting, Unix, Data Modeling, Database Design, Oracle, JIRA, Sharepoint, Wiki, Microsoft Excel, SQL Server, PHP, Ksh, Bash, Awk, Sed
Education
Berhampur University 2001 — 2004
Masters In Computer Applications, Computer Technology/Computer Systems Technology
Khallikote College 1996 — 2001
Bachelor In Science, Botany (Hons), Zoology, Mathematics, Physics, Chemistry, English
St. Vincent's Convent School 1992 — 1996
ICSE, English, Science, Maths, History, Economics
S.C.B. Medical Public School 1989 — 1992
Harrow Public School 1985 — 1989
Bank of America June 2013 - Present
Citi November 2012 - May 2013
Bank of America November 2010 - November 2012
UBS Wealth Management June 2010 - October 2010
UBS Investment Bank July 2008 - May 2010
UBS Investment Bank April 2007 - June 2008
Goldman Sachs April 2006 - April 2007
Goldman Sachs September 2004 - May 2006
Skills
Autosys, Linux, Windows, Sybase, Perl, Shell Scripting, Unix Shell Scripting, Unix, Data Modeling, Database Design, Oracle, JIRA, Sharepoint, Wiki, Microsoft Excel, SQL Server, PHP, Ksh, Bash, Awk, Sed
Education
Berhampur University 2001 — 2004
Masters In Computer Applications, Computer Technology/Computer Systems Technology
Khallikote College 1996 — 2001
Bachelor In Science, Botany (Hons), Zoology, Mathematics, Physics, Chemistry, English
St. Vincent's Convent School 1992 — 1996
ICSE, English, Science, Maths, History, Economics
S.C.B. Medical Public School 1989 — 1992
Harrow Public School 1985 — 1989
Lou DeLeo Lou DeLeo's UBS Wealth Management Experience September 2007 - January 2008
Job MBA Candidate
Industry Financial Services
Experience
Citi July 2013 - August 2015
Citi March 2012 - July 2013
Citi Private Bank May 2011 - June 2012
Citi Private Bank 2009 - 2011
UBS Investment Bank June 2008 - 2009
UBS Wealth Management September 2007 - January 2008
UBS Investment Bank May 2007 - August 2007
Skills
Financial Modeling, Analysis, Business Development, Finance, Financial Analysis, Investments, Strategy, Corporate Finance, Fixed Income, Risk Management
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2004 — 2008
B.S., Finance
Chaminade High School
Citi July 2013 - August 2015
Citi March 2012 - July 2013
Citi Private Bank May 2011 - June 2012
Citi Private Bank 2009 - 2011
UBS Investment Bank June 2008 - 2009
UBS Wealth Management September 2007 - January 2008
UBS Investment Bank May 2007 - August 2007
Skills
Financial Modeling, Analysis, Business Development, Finance, Financial Analysis, Investments, Strategy, Corporate Finance, Fixed Income, Risk Management
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2004 — 2008
B.S., Finance
Chaminade High School
Scott Scarpato Jr.'s UBS Wealth Management Experience 2012 - 2012
Job Account Manager at Localytics
Industry Computer Software
Experience
Localytics October 2015 - Present
Localytics April 2015 - September 2015
Localytics December 2013 - March 2015
Oracle July 2013 - December 2013
UBS Wealth Management 2012 - 2012
Automatic Laundry Services 2005 - 2011
Skills
SAP, Finance, Bloomberg, Risk Management, Microsoft Excel, Access, Data Analysis, Analysis, Mutual Funds, Business Analysis, PowerPoint, Business Development, Leadership, Salesforce.com, Management, CRM, New Business Development, Web Analytics, Human Resources, Mobile Marketing, Mobile Applications, Mobile Analytics
Education
Bentley University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Weston High School 2005 — 2009
Localytics October 2015 - Present
Localytics April 2015 - September 2015
Localytics December 2013 - March 2015
Oracle July 2013 - December 2013
UBS Wealth Management 2012 - 2012
Automatic Laundry Services 2005 - 2011
Skills
SAP, Finance, Bloomberg, Risk Management, Microsoft Excel, Access, Data Analysis, Analysis, Mutual Funds, Business Analysis, PowerPoint, Business Development, Leadership, Salesforce.com, Management, CRM, New Business Development, Web Analytics, Human Resources, Mobile Marketing, Mobile Applications, Mobile Analytics
Education
Bentley University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Weston High School 2005 — 2009
Nick Garafalo Nick Garafalo's UBS Wealth Management Experience May 2015 - August 2015
Job Undergraduate Finance Major at Binghamton University
Industry
Experience
UBS Wealth Management May 2015 - August 2015
Clemson Park Condominiums May 2014 - August 2014
Nola Tile, Marble, and Granite May 2013 - August 2013
Dunkin Donuts December 2011 - May 2013
Skills
Teamwork, Time Management, Microsoft Word, PowerPoint, Social Networking, Microsoft Excel, Microsoft Office, Access, Customer Service, Event Planning, Public Speaking, Leadership, Data Analysis, Research
Education
State University of New York at Binghamton 2013 — 2017
Finance
Minisink Valley High School 2009 — 2013
Advanced Regents Diploma
UBS Wealth Management May 2015 - August 2015
Clemson Park Condominiums May 2014 - August 2014
Nola Tile, Marble, and Granite May 2013 - August 2013
Dunkin Donuts December 2011 - May 2013
Skills
Teamwork, Time Management, Microsoft Word, PowerPoint, Social Networking, Microsoft Excel, Microsoft Office, Access, Customer Service, Event Planning, Public Speaking, Leadership, Data Analysis, Research
Education
State University of New York at Binghamton 2013 — 2017
Finance
Minisink Valley High School 2009 — 2013
Advanced Regents Diploma
Michael Birarelli's UBS Wealth Management Experience May 2011 - August 2011
Job Strategy & M&A
Industry Aviation & Aerospace
Experience
United Technologies August 2015 - Present
United Technologies July 2013 - August 2015
Iron Mountain June 2012 - December 2012
Australian Bullion Exchange September 2011 - December 2011
UBS Wealth Management May 2011 - August 2011
Law Office of George N. Piandes, P.C January 2011 - May 2011
Education
Bentley University 2009 — 2013
BS, Finance, Mathematics
United Technologies August 2015 - Present
United Technologies July 2013 - August 2015
Iron Mountain June 2012 - December 2012
Australian Bullion Exchange September 2011 - December 2011
UBS Wealth Management May 2011 - August 2011
Law Office of George N. Piandes, P.C January 2011 - May 2011
Education
Bentley University 2009 — 2013
BS, Finance, Mathematics
Jordan Garfinkel Jordan Garfinkel's UBS Wealth Management Experience January 2007 - January 2007
Job Manager at Sunera LLC
Industry Management Consulting
Experience
Sunera LLC December 2014 - Present
HSBC Global Banking and Markets July 2014 - November 2014
Deloitte & Touche August 2008 - July 2014
Get Munch LLC August 2007 - January 2011
UBS Wealth Management January 2007 - January 2007
Skills
Project Management, PMP, Enterprise Risk..., Wealth Management, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Entrepreneurship, Business Process..., Microsoft Office, Start-ups, Financial Services, Management
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (BS)
University of Nottingham 2007 — 2008
Study Abroad
Sunera LLC December 2014 - Present
HSBC Global Banking and Markets July 2014 - November 2014
Deloitte & Touche August 2008 - July 2014
Get Munch LLC August 2007 - January 2011
UBS Wealth Management January 2007 - January 2007
Skills
Project Management, PMP, Enterprise Risk..., Wealth Management, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Entrepreneurship, Business Process..., Microsoft Office, Start-ups, Financial Services, Management
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (BS)
University of Nottingham 2007 — 2008
Study Abroad
Emily Walton's UBS Wealth Management Experience June 2014 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
kate spade new york May 2014 - September 2014
South Shore Bank 2014 - 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Time Management, Outlook, Leadership, Teamwork, Social Networking, Java, Customer Service, Public Speaking, Bloomberg Terminal, Facebook, Event Planning, Research, Money Guide Pro
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Managerial Economics, Junior
UBS Wealth Management June 2014 - Present
kate spade new york May 2014 - September 2014
South Shore Bank 2014 - 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Time Management, Outlook, Leadership, Teamwork, Social Networking, Java, Customer Service, Public Speaking, Bloomberg Terminal, Facebook, Event Planning, Research, Money Guide Pro
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Managerial Economics, Junior
Travis Kahn's UBS Wealth Management Experience February 2009 - March 2012
Job CoFounder at Industry Networks
Industry E-Learning
Experience
New Jersey Innovation Institute December 2014 - Present
Stevens Institute of Technology January 2014 - Present
Industry Networks March 2014 - August 2015
TechLaunch LLC March 2012 - January 2014
UBS Wealth Management February 2009 - March 2012
UBS Wealth Management April 2008 - February 2009
Xerox - Complete Document Solutions August 2005 - June 2007
Skills
Marketing Communications, Marketing Strategy, New Business Development, Advertising, Customer Relations, Public Speaking, Social Media, Direct Mail, PowerPoint, Business Strategy, Writing, Online Advertising, Customer Service, Marketing, Start-ups, Account Management, Sales, Fundraising, Training, Strategic Partnerships, Business Development, Entrepreneurship, Digital Marketing, Digital Media, Strategy, Email Marketing, Online Marketing, Integrated Marketing, Mobile Marketing, Digital Strategy, Social Networking, Product Marketing
Education
Boston College 2001 — 2005
B.A., Film
New Jersey Innovation Institute December 2014 - Present
Stevens Institute of Technology January 2014 - Present
Industry Networks March 2014 - August 2015
TechLaunch LLC March 2012 - January 2014
UBS Wealth Management February 2009 - March 2012
UBS Wealth Management April 2008 - February 2009
Xerox - Complete Document Solutions August 2005 - June 2007
Skills
Marketing Communications, Marketing Strategy, New Business Development, Advertising, Customer Relations, Public Speaking, Social Media, Direct Mail, PowerPoint, Business Strategy, Writing, Online Advertising, Customer Service, Marketing, Start-ups, Account Management, Sales, Fundraising, Training, Strategic Partnerships, Business Development, Entrepreneurship, Digital Marketing, Digital Media, Strategy, Email Marketing, Online Marketing, Integrated Marketing, Mobile Marketing, Digital Strategy, Social Networking, Product Marketing
Education
Boston College 2001 — 2005
B.A., Film
Austin Roberts's UBS Wealth Management Experience July 2007 - July 2009
Job Acquisitions and Investments, WGS Ltd
Industry Real Estate
Experience
WGS Ltd January 2015 - Present
Essex Financial Group May 2014 - August 2014
Chipotle Mexican Grill March 2011 - March 2013
Miles Livingston General Contractor August 2009 - May 2011
BCOR Fitness July 2009 - December 2010
UBS Wealth Management July 2007 - July 2009
UBS Regional Consulting Center August 2008 - December 2008
Skills
Strategic Financial..., Business Planning, Leadership, Marketing, Finance, Forecasting, Series 7, Training, Insurance, Time Management, Management, Financial Analysis, Investments, Financial Planning, Strategic Planning, Social Media, Accounting
Education
CU Boulder - Leeds School of Business 2013 — 2015
MBA - Candidate, Finance and Real Estate
Boston College 2003 — 2007
BA, Economics
Luis Guido Carli (ROME) 2006 — 2006
B.A. Degree, Economics
East HS 2000 — 2003
WGS Ltd January 2015 - Present
Essex Financial Group May 2014 - August 2014
Chipotle Mexican Grill March 2011 - March 2013
Miles Livingston General Contractor August 2009 - May 2011
BCOR Fitness July 2009 - December 2010
UBS Wealth Management July 2007 - July 2009
UBS Regional Consulting Center August 2008 - December 2008
Skills
Strategic Financial..., Business Planning, Leadership, Marketing, Finance, Forecasting, Series 7, Training, Insurance, Time Management, Management, Financial Analysis, Investments, Financial Planning, Strategic Planning, Social Media, Accounting
Education
CU Boulder - Leeds School of Business 2013 — 2015
MBA - Candidate, Finance and Real Estate
Boston College 2003 — 2007
BA, Economics
Luis Guido Carli (ROME) 2006 — 2006
B.A. Degree, Economics
East HS 2000 — 2003
Anoop T Veettil Anoop T Veettil's UBS Wealth Management Experience May 2006 - August 2007
Job Application Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
Estee Lauder Group of Companies June 2011 - June 2015
ING Financial Services May 2010 - June 2011
UBS September 2008 - May 2010
AIG Investments August 2007 - September 2008
UBS Wealth Management May 2006 - August 2007
JPMorgan Chase September 2004 - May 2006
First American Corporation (ZapApp) April 2003 - September 2004
CSC November 2001 - March 2003
Bharat Electronics May 2000 - October 2001
Skills
Data Warehousing, Oracle, SDLC, Business Intelligence, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, Data Modeling, Databases, SQL, Unix, Performance Tuning, ETL, PL/SQL
Education
Bharathiar University 1996 — 1999
MCA, Masters In Computer Science
Wells Fargo June 2015 - Present
Estee Lauder Group of Companies June 2011 - June 2015
ING Financial Services May 2010 - June 2011
UBS September 2008 - May 2010
AIG Investments August 2007 - September 2008
UBS Wealth Management May 2006 - August 2007
JPMorgan Chase September 2004 - May 2006
First American Corporation (ZapApp) April 2003 - September 2004
CSC November 2001 - March 2003
Bharat Electronics May 2000 - October 2001
Skills
Data Warehousing, Oracle, SDLC, Business Intelligence, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, Data Modeling, Databases, SQL, Unix, Performance Tuning, ETL, PL/SQL
Education
Bharathiar University 1996 — 1999
MCA, Masters In Computer Science
Drue Holloway Drue Holloway's UBS Wealth Management Experience January 2013 - June 2014
Job MBA Candidate at Johnson Graduate School of Management at Cornell University
Industry Management Consulting
Experience
Liberty Mutual Insurance June 2015 - Present
Johnson Graduate School of Management at Cornell University July 2014 - Present
UBS Wealth Management January 2013 - June 2014
Vanguard March 2012 - January 2013
Branch Banking and Trust Company June 2011 - March 2012
Birmingham-Southern Senior Research January 2011 - January 2011
Skills
Strategy, Series 7, Wealth Management, CRM, Financial Analysis, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Office
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Birmingham-Southern College 2009 — 2011
Bachelor's Degree, Business Administration
Florida State University 2007 — 2009
Bachelor's Degree
Liberty Mutual Insurance June 2015 - Present
Johnson Graduate School of Management at Cornell University July 2014 - Present
UBS Wealth Management January 2013 - June 2014
Vanguard March 2012 - January 2013
Branch Banking and Trust Company June 2011 - March 2012
Birmingham-Southern Senior Research January 2011 - January 2011
Skills
Strategy, Series 7, Wealth Management, CRM, Financial Analysis, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Office
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Birmingham-Southern College 2009 — 2011
Bachelor's Degree, Business Administration
Florida State University 2007 — 2009
Bachelor's Degree
Brian Raab's UBS Wealth Management Experience May 2012 - August 2012
Job Financial Management Program at GE Healthcare
Industry Financial Services
Experience
GE Healthcare January 2014 - Present
Undergraduate Government of Boston College (UGBC) October 2009 - May 2013
UBS Wealth Management May 2012 - August 2012
Commonwealth Tenants Association October 2011 - May 2012
Skills
Leadership, Statistics, Microsoft Office, Microsoft Excel, Bloomberg, Microsoft Word, Public Speaking, Research, Financial Analysis, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Morningstar, Coaching
Education
Boston College 2009 — 2013
Canisius High School 2005 — 2009
GE Healthcare January 2014 - Present
Undergraduate Government of Boston College (UGBC) October 2009 - May 2013
UBS Wealth Management May 2012 - August 2012
Commonwealth Tenants Association October 2011 - May 2012
Skills
Leadership, Statistics, Microsoft Office, Microsoft Excel, Bloomberg, Microsoft Word, Public Speaking, Research, Financial Analysis, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Morningstar, Coaching
Education
Boston College 2009 — 2013
Canisius High School 2005 — 2009
Joie Wakabayashi's UBS Wealth Management Experience June 2012 - August 2013
Job Marketing Major with a Health and Industry Minor
Industry
Experience
Anthem Kitchen and Bar May 2015 - August 2015
Acme Bookbinding/HF Group June 2015 - July 2015
Warren Residential Group July 2014 - September 2014
Bentley University August 2013 - June 2014
UBS Wealth Management June 2012 - August 2013
Hollister Co. March 2012 - March 2013
Skills
Leadership, Organizational..., Microsoft Excel, PowerPoint, Interviews, Microsoft Word, Outlook, Social Media, Time Management, Teamwork, Customer Service, Public Speaking, Facebook, Microsoft Office, Social Networking, Event Planning, Research
Education
Bentley University 2013 — 2017
Marketing, Junior
'Iolani School 2006 — 2013
Diploma
Anthem Kitchen and Bar May 2015 - August 2015
Acme Bookbinding/HF Group June 2015 - July 2015
Warren Residential Group July 2014 - September 2014
Bentley University August 2013 - June 2014
UBS Wealth Management June 2012 - August 2013
Hollister Co. March 2012 - March 2013
Skills
Leadership, Organizational..., Microsoft Excel, PowerPoint, Interviews, Microsoft Word, Outlook, Social Media, Time Management, Teamwork, Customer Service, Public Speaking, Facebook, Microsoft Office, Social Networking, Event Planning, Research
Education
Bentley University 2013 — 2017
Marketing, Junior
'Iolani School 2006 — 2013
Diploma
Lisa Woolsey (Courtwright) Lisa Woolsey (Courtwright)'s UBS Wealth Management Experience January 2015 - Present
Job Director, Alternative Investments
Industry Financial Services
Experience
UBS Wealth Management January 2015 - Present
UBS Wealth Management August 2010 - Present
UBS Wealth Management July 2009 - August 2010
UBS Wealth Management December 2007 - July 2009
Skills
Investment Banking, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Mutual Funds, Risk Management, Investment Advisory, Financial Services, Financial Risk, Wealth Management..., Relationship Management, Back Office, High Net Worth..., Settlement, Derivatives
Education
John Jay College of Criminal Justice 2005 — 2007
Bachelor's degree, Forensic Psychology
Bergen Community College 2002 — 2004
Associate of Arts (A.A.), Criminal Justice
UBS Wealth Management January 2015 - Present
UBS Wealth Management August 2010 - Present
UBS Wealth Management July 2009 - August 2010
UBS Wealth Management December 2007 - July 2009
Skills
Investment Banking, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Mutual Funds, Risk Management, Investment Advisory, Financial Services, Financial Risk, Wealth Management..., Relationship Management, Back Office, High Net Worth..., Settlement, Derivatives
Education
John Jay College of Criminal Justice 2005 — 2007
Bachelor's degree, Forensic Psychology
Bergen Community College 2002 — 2004
Associate of Arts (A.A.), Criminal Justice
Alex Bennett Alex Bennett's UBS Wealth Management Experience July 2006 - May 2008
Job Digital Strategy & Consumer Experience executive
Industry Internet
Experience
MassMutual Financial Group April 2015 - Present
MetLife July 2014 - April 2015
MetLife September 2009 - June 2014
WebMD June 2008 - May 2009
UBS Wealth Management July 2006 - May 2008
Popular Club Plan January 2006 - July 2006
Bloomfield College August 2004 - January 2006
Skills
Strategic Leadership, Team Leadership, Cross-functional Team..., Direct to Consumer..., Online Marketing, Online Sales, Internet Marketing, Lead Conversion, Prospect Conversion, Program Management, Project Management, Business Strategy, Business Planning, Business Process, Digital Marketing, Digital Strategy, online customer..., Online Brand Building, online brand management, internet sales, Strategic Planning, online product..., Internet Business..., User Experience, Usability, Customer Focus, Focus Groups, Multivariate Testing, Multivariate Analysis, Online Branding, online channel to phone..., Platform Integration, platform management, Product Marketing, Product Planning, Product Strategies, Product Evolution, Agile Methodologies, Waterfall, Online Advertising, E-commerce, Telephone, Sales, Analytics, Product Management, Leadership, CRM, Information Architecture, Integration, Competitive Analysis
Education
Bloomfield College 2003 — 2007
BS, Business Administration
MassMutual Financial Group April 2015 - Present
MetLife July 2014 - April 2015
MetLife September 2009 - June 2014
WebMD June 2008 - May 2009
UBS Wealth Management July 2006 - May 2008
Popular Club Plan January 2006 - July 2006
Bloomfield College August 2004 - January 2006
Skills
Strategic Leadership, Team Leadership, Cross-functional Team..., Direct to Consumer..., Online Marketing, Online Sales, Internet Marketing, Lead Conversion, Prospect Conversion, Program Management, Project Management, Business Strategy, Business Planning, Business Process, Digital Marketing, Digital Strategy, online customer..., Online Brand Building, online brand management, internet sales, Strategic Planning, online product..., Internet Business..., User Experience, Usability, Customer Focus, Focus Groups, Multivariate Testing, Multivariate Analysis, Online Branding, online channel to phone..., Platform Integration, platform management, Product Marketing, Product Planning, Product Strategies, Product Evolution, Agile Methodologies, Waterfall, Online Advertising, E-commerce, Telephone, Sales, Analytics, Product Management, Leadership, CRM, Information Architecture, Integration, Competitive Analysis
Education
Bloomfield College 2003 — 2007
BS, Business Administration
Paul Stanley, CFP®'s UBS Wealth Management Experience September 2001 - December 2005
Job Managing Partner, Granite Bay Wealth Management, LLC
Industry Financial Services
Experience
Granite Bay Wealth Management LLC January 2006 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management September 2001 - December 2005
Merrill Lynch 1998 - 2001
John Hancock 1996 - 1998
Education
Bentley University 1992 — 1996
B.S., Economics & Finance
Portland High 1988 — 1992
Granite Bay Wealth Management LLC January 2006 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management September 2001 - December 2005
Merrill Lynch 1998 - 2001
John Hancock 1996 - 1998
Education
Bentley University 1992 — 1996
B.S., Economics & Finance
Portland High 1988 — 1992
Anthony Agbay, CFP®, AIF® Anthony Agbay, CFP®, AIF®'s UBS Wealth Management Experience November 1998 - November 2006
Job The Agbay Group, A Wealth Advisory Company
Industry Investment Management
Experience
The Agbay Group, A Wealth Advisory Company July 2009 - Present
Detroit SHRM August 2014 - Present
Raymond James & Associates, Inc November 2006 - July 2009
UBS Wealth Management November 1998 - November 2006
City of Berkley November 1995 - November 1999
Merrill Lynch May 1993 - November 1998
Skills
Retirement Planning, Retirement, Investments, 401k, Securities, Series 7, Portfolio Management, Defined Benefit, Cash Balance, Wealth Management, Fixed Annuities, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, 403 b, Plannning, Investment Advisory, Strategic Financial..., IRAs
Education
Drexel University - College of Business and Administration 1990 — 1993
BS, Finance, Economics and Spanish
Colegio Mayor San Agustin, Madrid, Spain 1992 — 1992
Spanish
Berry College 1988 — 1990
Bishop Foley 1984 — 1988
The Agbay Group, A Wealth Advisory Company July 2009 - Present
Detroit SHRM August 2014 - Present
Raymond James & Associates, Inc November 2006 - July 2009
UBS Wealth Management November 1998 - November 2006
City of Berkley November 1995 - November 1999
Merrill Lynch May 1993 - November 1998
Skills
Retirement Planning, Retirement, Investments, 401k, Securities, Series 7, Portfolio Management, Defined Benefit, Cash Balance, Wealth Management, Fixed Annuities, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, 403 b, Plannning, Investment Advisory, Strategic Financial..., IRAs
Education
Drexel University - College of Business and Administration 1990 — 1993
BS, Finance, Economics and Spanish
Colegio Mayor San Agustin, Madrid, Spain 1992 — 1992
Spanish
Berry College 1988 — 1990
Bishop Foley 1984 — 1988
Mark Alcantara PMP CSM Mark Alcantara PMP CSM's UBS Wealth Management Experience May 2007 - July 2008
Job Project Manager at Verisk Analytics
Industry Information Technology and Services
Experience
Verisk Analytics October 2012 - Present
UBM TechWeb March 2010 - August 2012
Hudson Health Plan October 2008 - January 2010
UBS Wealth Management May 2007 - July 2008
jetBlue Airways December 2003 - May 2007
Simplayer Sports April 2000 - April 2001
Skills
Business Analysis, Project Management, SDLC, Process Improvement, Program Management, Vendor Management, PMP, Software Project..., Agile Methodologies, Requirements Analysis, Visio, MS Project, Leadership, Project Planning, Software Documentation, Quality Assurance, Product Management, Web Development, Microsoft SQL Server, SharePoint
Education
Berklee College of Music 1992 — 1996
Bachelor of Music, Music Synthesis
Verisk Analytics October 2012 - Present
UBM TechWeb March 2010 - August 2012
Hudson Health Plan October 2008 - January 2010
UBS Wealth Management May 2007 - July 2008
jetBlue Airways December 2003 - May 2007
Simplayer Sports April 2000 - April 2001
Skills
Business Analysis, Project Management, SDLC, Process Improvement, Program Management, Vendor Management, PMP, Software Project..., Agile Methodologies, Requirements Analysis, Visio, MS Project, Leadership, Project Planning, Software Documentation, Quality Assurance, Product Management, Web Development, Microsoft SQL Server, SharePoint
Education
Berklee College of Music 1992 — 1996
Bachelor of Music, Music Synthesis
Enrique Calderas Belisario's UBS Wealth Management Experience July 2012 - August 2012
Job Head of Business Development at Alodiga
Industry Telecommunications
Experience
Alodiga December 2014 - Present
Deloitte Brasil June 2014 - July 2014
Bentley Investment Group September 2012 - 2013
UBS Wealth Management July 2012 - August 2012
Bentley University January 2012 - April 2012
Skills
Financial Analysis, Portfolio Management, Economics, Financial Modeling, Spanish, Bloomberg, Microsoft Excel, PowerPoint, Management, Microsoft Word, Data Analysis, Investments, Customer Service, Finance, SPSS, Analysis, Research, Access Database, Access, VBA, HTML, Expression Web, JavaScript, International Finance, Mobile Payments, Soccer, Sailing, Renewable Energy, Boxing, International Project..., Intangible Assets, WACC, Valuation, Entrepreneurship, Microsoft Office, Public Speaking, Teamwork, Social Media, English, Leadership
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Institut Le Rosey 2008 — 2011
International Baccalaureate
Instituto Cumbres de Caracas 2000 — 2008
Alodiga December 2014 - Present
Deloitte Brasil June 2014 - July 2014
Bentley Investment Group September 2012 - 2013
UBS Wealth Management July 2012 - August 2012
Bentley University January 2012 - April 2012
Skills
Financial Analysis, Portfolio Management, Economics, Financial Modeling, Spanish, Bloomberg, Microsoft Excel, PowerPoint, Management, Microsoft Word, Data Analysis, Investments, Customer Service, Finance, SPSS, Analysis, Research, Access Database, Access, VBA, HTML, Expression Web, JavaScript, International Finance, Mobile Payments, Soccer, Sailing, Renewable Energy, Boxing, International Project..., Intangible Assets, WACC, Valuation, Entrepreneurship, Microsoft Office, Public Speaking, Teamwork, Social Media, English, Leadership
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Institut Le Rosey 2008 — 2011
International Baccalaureate
Instituto Cumbres de Caracas 2000 — 2008
Darjan Milojkovic Darjan Milojkovic's UBS Wealth Management Experience January 2007 - July 2007
Job JW Player, Melomel, Moviepilot
Industry Internet
Experience
Moviepilot Inc. April 2015 - Present
Melomel AB October 2014 - Present
JW Player October 2013 - Present
JW Player October 2010 - September 2013
JW Player October 2007 - September 2010
UBS Wealth Management January 2007 - July 2007
Vattenfall June 2003 - December 2003
Skills
Online Advertising, Web Analytics, Video, Ad Serving, HTML, Digital Media, Digital Marketing, HTML 5, Web Development, CSS, SEM, OS X, Strategic Partnerships, WordPress, Monetization, Online Marketing, E-commerce, Basketball, PPC, Digital Strategy, Ad Networks, Analytics, SEO, Soccer, Conversion Optimization, Mobile Advertising, Google Analytics, Advertising Operations, Ad Optimization, User Experience, Streaming Media, User Interface Design, Multimedia, IRC, Display Advertising, Search Advertising, Google Adwords, Photoshop, Web Video, Organic Search, Website Development, Internet Strategy, Content Management, Media Buying, Rich Media, Google Webmaster Tools, Video Standards
Education
Berkeley College 2004 — 2007
Bachelor's Degree, Business Administration and Management, Sociology
Varbergs Gymnasium 2000 — 2003
Gymnasieexamen, Virtual Design
Moviepilot Inc. April 2015 - Present
Melomel AB October 2014 - Present
JW Player October 2013 - Present
JW Player October 2010 - September 2013
JW Player October 2007 - September 2010
UBS Wealth Management January 2007 - July 2007
Vattenfall June 2003 - December 2003
Skills
Online Advertising, Web Analytics, Video, Ad Serving, HTML, Digital Media, Digital Marketing, HTML 5, Web Development, CSS, SEM, OS X, Strategic Partnerships, WordPress, Monetization, Online Marketing, E-commerce, Basketball, PPC, Digital Strategy, Ad Networks, Analytics, SEO, Soccer, Conversion Optimization, Mobile Advertising, Google Analytics, Advertising Operations, Ad Optimization, User Experience, Streaming Media, User Interface Design, Multimedia, IRC, Display Advertising, Search Advertising, Google Adwords, Photoshop, Web Video, Organic Search, Website Development, Internet Strategy, Content Management, Media Buying, Rich Media, Google Webmaster Tools, Video Standards
Education
Berkeley College 2004 — 2007
Bachelor's Degree, Business Administration and Management, Sociology
Varbergs Gymnasium 2000 — 2003
Gymnasieexamen, Virtual Design
Louis Marchant's UBS Wealth Management Experience September 2014 - Present
Job Wealth Management Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2014 - Present
Brickpoint Properties May 2013 - August 2014
Boston Valet June 2013 - September 2013
Flatbread Company April 2010 - August 2013
Education
Bentley University 2013 — 2017
Finance and Economics, Sophomore
Burlington High School 2009 — 2013
UBS Wealth Management September 2014 - Present
Brickpoint Properties May 2013 - August 2014
Boston Valet June 2013 - September 2013
Flatbread Company April 2010 - August 2013
Education
Bentley University 2013 — 2017
Finance and Economics, Sophomore
Burlington High School 2009 — 2013
Joseph Pallero's UBS Wealth Management Experience September 2014 - December 2014
Job Student at Brooklyn College
Industry Accounting
Experience
Deloitte Tax LLP January 2015 - April 2015
UBS Wealth Management September 2014 - December 2014
Brooklyn College September 2013 - August 2014
Brooklyn College June 2014 - July 2014
Brooklyn College February 2014 - May 2014
Mark S. Gottlieb, CPA PC July 2013 - December 2013
Skills
Analysis, Customer Satisfaction, Teaching, Microsoft Excel, Sales, Entrepreneurship, Access, Microsoft Office, Budgets, Event Management, Social Media, Data Analysis, Time Management, Teamwork, Accounting, Research, Customer Service, PowerPoint, QuickBooks, Microsoft Word
Education
City University of New York-Brooklyn College 2013 — 2015
Bachelor of Science (BS); Bachelor of Arts (BBA), Accounting and Finance
State University of New York at Binghamton 2010 — 2012
Bachelor of Science (BS), Financial Economics
State University of New York College at Oswego 2009 — 2010
Bachelor of Science (BS), Finance, General
Deloitte Tax LLP January 2015 - April 2015
UBS Wealth Management September 2014 - December 2014
Brooklyn College September 2013 - August 2014
Brooklyn College June 2014 - July 2014
Brooklyn College February 2014 - May 2014
Mark S. Gottlieb, CPA PC July 2013 - December 2013
Skills
Analysis, Customer Satisfaction, Teaching, Microsoft Excel, Sales, Entrepreneurship, Access, Microsoft Office, Budgets, Event Management, Social Media, Data Analysis, Time Management, Teamwork, Accounting, Research, Customer Service, PowerPoint, QuickBooks, Microsoft Word
Education
City University of New York-Brooklyn College 2013 — 2015
Bachelor of Science (BS); Bachelor of Arts (BBA), Accounting and Finance
State University of New York at Binghamton 2010 — 2012
Bachelor of Science (BS), Financial Economics
State University of New York College at Oswego 2009 — 2010
Bachelor of Science (BS), Finance, General
Edward James McCormick III's UBS Wealth Management Experience April 2012 - September 2013
Job Analyst at KLS Professional Advisors Group, LLC
Industry Investment Management
Experience
KLS Professional Advisors Group, LLC July 2014 - Present
UBS Wealth Management April 2012 - September 2013
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Equities, Fixed Income, Hedge Funds, Securities, Investments, Equity Research, Portfolio Management, Financial Modeling, Economics, Risk Management, Stata, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor's Degree, Economics
Westminster School 2009 — 2010
Postgraduate
Fairfield Ludlowe High School 2005 — 2009
High School
KLS Professional Advisors Group, LLC July 2014 - Present
UBS Wealth Management April 2012 - September 2013
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Equities, Fixed Income, Hedge Funds, Securities, Investments, Equity Research, Portfolio Management, Financial Modeling, Economics, Risk Management, Stata, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor's Degree, Economics
Westminster School 2009 — 2010
Postgraduate
Fairfield Ludlowe High School 2005 — 2009
High School
Bryan M. Connor Bryan M. Connor's UBS Wealth Management Experience June 2007 - August 2007
Job Assistant District Attorney at New York County District Attorney's Office
Industry Law Practice
Experience
New York County District Attorney's Office September 2013 - Present
Suffolk University Law School August 2010 - May 2013
Suffolk County District Attorney's Office September 2012 - April 2013
Suffolk University Law Review March 2012 - April 2013
Massachusetts Appeals Court January 2013 - March 2013
New York County District Attorney's Office June 2012 - August 2012
Massachusetts Office of the Attorney General June 2011 - August 2011
Fenway Sports Management October 2008 - August 2010
Boston Red Sox April 2007 - October 2008
UBS Wealth Management June 2007 - August 2007
Skills
Legal Writing, Legal Research, Team Building, Organizational..., New Business Development, Customer Relations, Business Intelligence, Operational Efficiency, Public Speaking, Client Relationship..., Mentoring, Trials
Education
Suffolk University Law School 2010 — 2013
JD, Magna Cum Laude
Boston College 2004 — 2008
Bachelor of Arts, Political Science
New York County District Attorney's Office September 2013 - Present
Suffolk University Law School August 2010 - May 2013
Suffolk County District Attorney's Office September 2012 - April 2013
Suffolk University Law Review March 2012 - April 2013
Massachusetts Appeals Court January 2013 - March 2013
New York County District Attorney's Office June 2012 - August 2012
Massachusetts Office of the Attorney General June 2011 - August 2011
Fenway Sports Management October 2008 - August 2010
Boston Red Sox April 2007 - October 2008
UBS Wealth Management June 2007 - August 2007
Skills
Legal Writing, Legal Research, Team Building, Organizational..., New Business Development, Customer Relations, Business Intelligence, Operational Efficiency, Public Speaking, Client Relationship..., Mentoring, Trials
Education
Suffolk University Law School 2010 — 2013
JD, Magna Cum Laude
Boston College 2004 — 2008
Bachelor of Arts, Political Science
River Paison's UBS Wealth Management Experience May 2010 - August 2010
Job Corporate Development Analyst at The Hanover Insurance Group
Industry Financial Services
Experience
The Hanover Insurance Group June 2015 - Present
Delphi Valuation Advisors, Inc. June 2011 - May 2015
UBS Wealth Management May 2010 - August 2010
Skills
Financial Modeling, Equities, Financial Analysis, Microsoft Excel, Valuation, Finance, Microsoft Office
Education
Bentley University 2008 — 2012
Bachelor's Degree, Finance and Liberal Studies
Passed all three levels of the CFA Program.
May be award the charter upon completion of the required work experience.
The Hanover Insurance Group June 2015 - Present
Delphi Valuation Advisors, Inc. June 2011 - May 2015
UBS Wealth Management May 2010 - August 2010
Skills
Financial Modeling, Equities, Financial Analysis, Microsoft Excel, Valuation, Finance, Microsoft Office
Education
Bentley University 2008 — 2012
Bachelor's Degree, Finance and Liberal Studies
Passed all three levels of the CFA Program.
May be award the charter upon completion of the required work experience.
Kathleen Fitzpatrick's UBS Wealth Management Experience May 2000 - May 2007
Job Chief Information Officer, Managing Director at Russell Reynolds Associates
Industry Financial Services
Experience
Russell Reynolds Associates July 2009 - Present
Citi May 2007 - May 2009
UBS Wealth Management May 2000 - May 2007
PaineWebber April 1994 - April 2000
Skills
Business Analysis, Fixed Income, Portfolio Management, Business Strategy, Data Warehousing, Vendor Management, SDLC, Wealth Management, Leadership, IT Strategy, Program Management, Change Management, Disaster Recovery, Enterprise Software, Financial Services, IT Management, Information Technology, PMO, Management
Education
Binghamton University 1981 — 1985
Bachelor of Science, Mathematics/Computer Science
Russell Reynolds Associates July 2009 - Present
Citi May 2007 - May 2009
UBS Wealth Management May 2000 - May 2007
PaineWebber April 1994 - April 2000
Skills
Business Analysis, Fixed Income, Portfolio Management, Business Strategy, Data Warehousing, Vendor Management, SDLC, Wealth Management, Leadership, IT Strategy, Program Management, Change Management, Disaster Recovery, Enterprise Software, Financial Services, IT Management, Information Technology, PMO, Management
Education
Binghamton University 1981 — 1985
Bachelor of Science, Mathematics/Computer Science
Jeffrey Holguin's UBS Wealth Management Experience September 2013 - November 2013
Job Client Operations Analyst at Silver Management
Industry Financial Services
Experience
Silver Management Group, Inc October 2014 - Present
IPC Systems, Inc. June 2014 - September 2014
UBS Wealth Management September 2013 - November 2013
E*TRADE Financial May 2011 - August 2013
E*TRADE Financial November 2010 - May 2011
Marriott International July 2005 - October 2010
Mendonca & Suarez October 2009 - April 2010
Skills
Series 99, Risk Management..., Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Analysis, Securities, Financial Services, DTCC - CBRS, Customer Service, Risk Management, Banking, Financial Analysis, Accounting, Business Analysis, Equities
Education
Montclair State University 2008 — 2010
B.S., Accounting
Bergen Community College 2006 — 2008
A.S., Accounting
Silver Management Group, Inc October 2014 - Present
IPC Systems, Inc. June 2014 - September 2014
UBS Wealth Management September 2013 - November 2013
E*TRADE Financial May 2011 - August 2013
E*TRADE Financial November 2010 - May 2011
Marriott International July 2005 - October 2010
Mendonca & Suarez October 2009 - April 2010
Skills
Series 99, Risk Management..., Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Analysis, Securities, Financial Services, DTCC - CBRS, Customer Service, Risk Management, Banking, Financial Analysis, Accounting, Business Analysis, Equities
Education
Montclair State University 2008 — 2010
B.S., Accounting
Bergen Community College 2006 — 2008
A.S., Accounting
Sandy (Soares) Capobianco's UBS Wealth Management Experience March 2007 - December 2013
Job Senior Registered Associate Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
UBS Wealth Management March 2007 - December 2013
Morgan Stanley May 2000 - March 2007
State Street Bank May 1998 - May 2000
Skills
Client Services, FINRA, Financial Services
Education
Bentley University 1994 — 1998
BS, Marketing & Management
Arlington Catholic High School 1990 — 1994
St. Agnes School 1982 — 1990
Morgan Stanley Wealth Management December 2013 - Present
UBS Wealth Management March 2007 - December 2013
Morgan Stanley May 2000 - March 2007
State Street Bank May 1998 - May 2000
Skills
Client Services, FINRA, Financial Services
Education
Bentley University 1994 — 1998
BS, Marketing & Management
Arlington Catholic High School 1990 — 1994
St. Agnes School 1982 — 1990
Jake Grosek's UBS Wealth Management Experience June 2012 - July 2012
Job Business Operations at Help.com
Industry Information Technology and Services
Experience
Help.com June 2015 - Present
Oracle July 2013 - June 2015
Boston College Men's NCAA Basketball Team September 2011 - April 2013
Camp Dudley YMCA June 2007 - August 2012
UBS Wealth Management June 2012 - July 2012
Skills
Fully bilingual English, Fully bilingual Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Quantitative Research, Online Research, Editing, Teamwork, Sports Management, Social Media
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Political Science, 3.43
Baldwin School of Puerto Rico 1997 — 2009
High School Diploma
Help.com June 2015 - Present
Oracle July 2013 - June 2015
Boston College Men's NCAA Basketball Team September 2011 - April 2013
Camp Dudley YMCA June 2007 - August 2012
UBS Wealth Management June 2012 - July 2012
Skills
Fully bilingual English, Fully bilingual Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Quantitative Research, Online Research, Editing, Teamwork, Sports Management, Social Media
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Political Science, 3.43
Baldwin School of Puerto Rico 1997 — 2009
High School Diploma
Steven Weiner Steven Weiner's UBS Wealth Management Experience June 2011 - August 2011
Job Risk and Compliance Analytics Senior Associate at PwC
Industry Accounting
Experience
PwC July 2013 - Present
Harpur's Ferry Student Volunteer Ambulance Service January 2010 - June 2013
Rainbow Pride Union at Binghamton University January 2012 - May 2013
Binghamton University August 2011 - May 2013
PwC June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Berkshire Hills Emanuel Camps June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Data Analysis, Python, SQL, Operations Management
Education
Binghamton University - School of Management 2009 — 2013
BS, Accounting, Management Information Systems
PwC July 2013 - Present
Harpur's Ferry Student Volunteer Ambulance Service January 2010 - June 2013
Rainbow Pride Union at Binghamton University January 2012 - May 2013
Binghamton University August 2011 - May 2013
PwC June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Berkshire Hills Emanuel Camps June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Data Analysis, Python, SQL, Operations Management
Education
Binghamton University - School of Management 2009 — 2013
BS, Accounting, Management Information Systems
Rodrigo Caballero Rodrigo Caballero's UBS Wealth Management Experience June 2010 - August 2010
Job Sales at Tintri
Industry Computer Software
Experience
Tintri August 2014 - August 2015
PwC September 2013 - June 2014
YourTicketHookup September 2012 - August 2013
PwC June 2012 - August 2012
UBS Wealth Management June 2010 - August 2010
Skills
Sales, Start-ups, Analytics, Lead Generation, Public Speaking, Accounting, Leadership, Microsoft Office, Investments, Business Development, Finance, Competitive Analysis, Microsoft Excel, Financial Accounting, Access, SEO, Small Business, Storage, PowerPoint, Social Media Marketing, Bloomberg Terminal, Digital Strategy, Storage Virtualization, Enterprise Storage
Education
Binghamton University - School of Management 2012 — 2013
Master of Science (M.S.), Accounting
Binghamton University - School of Management 2009 — 2012
Bachelor of Science (B.S.), Accounting
University of Virginia 2011 — 2011
Semester at Sea
Tintri August 2014 - August 2015
PwC September 2013 - June 2014
YourTicketHookup September 2012 - August 2013
PwC June 2012 - August 2012
UBS Wealth Management June 2010 - August 2010
Skills
Sales, Start-ups, Analytics, Lead Generation, Public Speaking, Accounting, Leadership, Microsoft Office, Investments, Business Development, Finance, Competitive Analysis, Microsoft Excel, Financial Accounting, Access, SEO, Small Business, Storage, PowerPoint, Social Media Marketing, Bloomberg Terminal, Digital Strategy, Storage Virtualization, Enterprise Storage
Education
Binghamton University - School of Management 2012 — 2013
Master of Science (M.S.), Accounting
Binghamton University - School of Management 2009 — 2012
Bachelor of Science (B.S.), Accounting
University of Virginia 2011 — 2011
Semester at Sea
Gina Caponigro's UBS Wealth Management Experience October 2014 - Present
Job Wealth Management Intern at UBS Wealth Management
Industry
Experience
UBS Wealth Management October 2014 - Present
Bentley University September 2012 - Present
Captain Dusty's Ice Cream April 2010 - August 2013
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.)
Manchester Essex Regional High School 2008 — 2012
High School
UBS Wealth Management October 2014 - Present
Bentley University September 2012 - Present
Captain Dusty's Ice Cream April 2010 - August 2013
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.)
Manchester Essex Regional High School 2008 — 2012
High School
Colin Cinder Colin Cinder's UBS Wealth Management Experience September 2014 - December 2014
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
UBS Wealth Management September 2014 - December 2014
IPG Mediabrands June 2014 - August 2014
Longshore Sailing School June 2010 - August 2013
Universal Business May 2009 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Econometrics, PowerPoint
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Economics, 3.6/4
Queen Mary, U. of London 2013 — 2013
Bachelor's degree, Economics
Fairfield College Preparatory School 2007 — 2011
Cambridge Associates July 2015 - Present
UBS Wealth Management September 2014 - December 2014
IPG Mediabrands June 2014 - August 2014
Longshore Sailing School June 2010 - August 2013
Universal Business May 2009 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Econometrics, PowerPoint
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Economics, 3.6/4
Queen Mary, U. of London 2013 — 2013
Bachelor's degree, Economics
Fairfield College Preparatory School 2007 — 2011
Brandon L. Jackson, MBA Brandon L. Jackson, MBA's UBS Wealth Management Experience August 2015 - Present
Job SMA Advisory Operations Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
AXA Advisors January 2013 - July 2015
Rutgers Business School September 2010 - December 2014
Wells Fargo November 2010 - December 2012
AT&T December 2008 - August 2010
AT&T August 2008 - December 2008
Tri-City Peoples Corporation June 2007 - August 2007
Skills
Business Strategy, Data Analysis, 401k Rollovers, Estate Planning, Retirement Plan..., Portfolio Management, Affordable Care Act, Financial Analysis, Salesforce.com, Business Process..., Financial Modeling, Risk Management, Public Speaking, Strategic Consulting, Business Development, Advertising, Social Media, Sales, Direct Marketing, Marketing, Relationship Management, Life Insurance..., Employee Benefits Design, Retirement Solutions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Masters of Business Administration, International/Global Studies
Boston College 2004 — 2008
Bachelor of Science, Business; General Management and Marketing
St. Benedict's Preparatory School 1998 — 2004
Heywood Avenue Elementary
UBS Wealth Management August 2015 - Present
AXA Advisors January 2013 - July 2015
Rutgers Business School September 2010 - December 2014
Wells Fargo November 2010 - December 2012
AT&T December 2008 - August 2010
AT&T August 2008 - December 2008
Tri-City Peoples Corporation June 2007 - August 2007
Skills
Business Strategy, Data Analysis, 401k Rollovers, Estate Planning, Retirement Plan..., Portfolio Management, Affordable Care Act, Financial Analysis, Salesforce.com, Business Process..., Financial Modeling, Risk Management, Public Speaking, Strategic Consulting, Business Development, Advertising, Social Media, Sales, Direct Marketing, Marketing, Relationship Management, Life Insurance..., Employee Benefits Design, Retirement Solutions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Masters of Business Administration, International/Global Studies
Boston College 2004 — 2008
Bachelor of Science, Business; General Management and Marketing
St. Benedict's Preparatory School 1998 — 2004
Heywood Avenue Elementary
Chanakya Bhardwaj Chanakya Bhardwaj's UBS Wealth Management Experience January 2014 - Present
Job Senior Program Manager at VMware
Industry Information Technology and Services
Experience
VMware September 2015 - Present
UBS Wealth Management January 2014 - Present
CIT March 2013 - December 2013
UBS July 2010 - 2012
DOS Imaging 2009 - 2010
TD Bank 2008 - 2009
3E Consulting Inc. February 2008 - May 2008
Prospecta Software 2008 - 2008
Charles Schwab Co 1999 - 2008
Skills
IT Strategy, PMO, PMP, ITIL, IT Risk Management, Change Management, IT Transformation, Program Management, Project Management, Enterprise Architecture, Enterprise Content..., Enterprise Storage, Service Delivery, Document Management, IT Service Management, VMware, ERP, CRM, Global Delivery, Infrastructure, Business Process..., IT Operations, Investment Banking, IT Outsourcing, Data Center, Business Analysis, Enterprise Software, Vendor Management, Cloud Computing, Virtualization, Process Improvement, Strategy, SDLC, Management, Consulting, Leadership, Requirements Analysis
Education
Florida Atlantic University 2007 — 2007
PMP, Information Technology Project Management
Fairleigh Dickinson University 1996 — 1998
MBA, Finance/ Masters in Information Systems
Bharati Vidyapeeth 1991 — 1995
B.E Industrial Electronics, Electrical and Electronics
VMware September 2015 - Present
UBS Wealth Management January 2014 - Present
CIT March 2013 - December 2013
UBS July 2010 - 2012
DOS Imaging 2009 - 2010
TD Bank 2008 - 2009
3E Consulting Inc. February 2008 - May 2008
Prospecta Software 2008 - 2008
Charles Schwab Co 1999 - 2008
Skills
IT Strategy, PMO, PMP, ITIL, IT Risk Management, Change Management, IT Transformation, Program Management, Project Management, Enterprise Architecture, Enterprise Content..., Enterprise Storage, Service Delivery, Document Management, IT Service Management, VMware, ERP, CRM, Global Delivery, Infrastructure, Business Process..., IT Operations, Investment Banking, IT Outsourcing, Data Center, Business Analysis, Enterprise Software, Vendor Management, Cloud Computing, Virtualization, Process Improvement, Strategy, SDLC, Management, Consulting, Leadership, Requirements Analysis
Education
Florida Atlantic University 2007 — 2007
PMP, Information Technology Project Management
Fairleigh Dickinson University 1996 — 1998
MBA, Finance/ Masters in Information Systems
Bharati Vidyapeeth 1991 — 1995
B.E Industrial Electronics, Electrical and Electronics
Jash Mathuria's UBS Wealth Management Experience May 2014 - August 2014
Job Structured Finance Analyst at EY
Industry Financial Services
Kyle Baxter's UBS Wealth Management Experience June 2010 - August 2010
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US January 2013 - Present
UBS Wealth Management June 2010 - August 2010
Education
Bentley University 2008 — 2012
Bachelor's Degree, Major in Corporate Finance and Accounting, Minor in Psychology
KPMG US January 2013 - Present
UBS Wealth Management June 2010 - August 2010
Education
Bentley University 2008 — 2012
Bachelor's Degree, Major in Corporate Finance and Accounting, Minor in Psychology
Asher Normil's UBS Wealth Management Experience February 2013 - January 2014
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan November 2014 - April 2015
J.P. Morgan August 2014 - September 2014
J.P. Morgan April 2014 - July 2014
UBS Wealth Management February 2013 - January 2014
Year Up September 2012 - July 2013
Skills
Microsoft Excel, Time Management, Access, Customer Service, Windows 7, Social Networking, Data Analysis, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Windows, English, Market Research, Equity Trading, Stock Market, Six Sigma, Analytical Skills, DTCC, Wealth Management, Investments, Equities, Securities, Finance, Financial Services, Account Reconciliation
Education
Year Up 2012 — 2013
Borough of Manhattan Community College
Business Administration
J.P. Morgan April 2015 - Present
J.P. Morgan November 2014 - April 2015
J.P. Morgan August 2014 - September 2014
J.P. Morgan April 2014 - July 2014
UBS Wealth Management February 2013 - January 2014
Year Up September 2012 - July 2013
Skills
Microsoft Excel, Time Management, Access, Customer Service, Windows 7, Social Networking, Data Analysis, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Windows, English, Market Research, Equity Trading, Stock Market, Six Sigma, Analytical Skills, DTCC, Wealth Management, Investments, Equities, Securities, Finance, Financial Services, Account Reconciliation
Education
Year Up 2012 — 2013
Borough of Manhattan Community College
Business Administration
Pelin Cebi Pelin Cebi's UBS Wealth Management Experience November 2010 - August 2012
Job Training & Learning & Development and Talent Management AXA US
Industry Financial Services
Experience
AXA US July 2013 - Present
UBS Investment Bank September 2012 - July 2013
UBS Wealth Management November 2010 - August 2012
UBS February 2008 - November 2010
Special Olympics New York September 2006 - January 2008
MCI Turkiye January 2004 - May 2006
Skills
Program Management, Training, Vendor Management, Management, Project Management, Strategic Planning, Event Planning, Human Resources, Strategy, Corporate Events, Relationship Management, Marketing, Project Planning, CRM, Fundraising, Leadership Development, Coaching, Change Management, Organizational..., Public Relations, Budgets, Social Media, Team Building, Public Speaking, Team Management, Recruiting, Performance Management, Talent Management, Contract Negotiation, Contract Negotiations, Organizational Structure, Marketing Strategy, Marketing Communications, Corporate Communications, Curriculum design and..., Training Needs..., Classroom and..., Training Program Metrics, Myers-Briggs Certified, Event Management, Analysis, Employee Training, Leadership, Training & Development, Team Leadership, Process Improvement
Education
Montclair State University 2003 — 2006
Bachelor of Arts (B.A.), Communications and Marketing
Bilkent Üniversitesi 1998 — 2002
Bachelor's degree, English Language and Literature, General
AXA US July 2013 - Present
UBS Investment Bank September 2012 - July 2013
UBS Wealth Management November 2010 - August 2012
UBS February 2008 - November 2010
Special Olympics New York September 2006 - January 2008
MCI Turkiye January 2004 - May 2006
Skills
Program Management, Training, Vendor Management, Management, Project Management, Strategic Planning, Event Planning, Human Resources, Strategy, Corporate Events, Relationship Management, Marketing, Project Planning, CRM, Fundraising, Leadership Development, Coaching, Change Management, Organizational..., Public Relations, Budgets, Social Media, Team Building, Public Speaking, Team Management, Recruiting, Performance Management, Talent Management, Contract Negotiation, Contract Negotiations, Organizational Structure, Marketing Strategy, Marketing Communications, Corporate Communications, Curriculum design and..., Training Needs..., Classroom and..., Training Program Metrics, Myers-Briggs Certified, Event Management, Analysis, Employee Training, Leadership, Training & Development, Team Leadership, Process Improvement
Education
Montclair State University 2003 — 2006
Bachelor of Arts (B.A.), Communications and Marketing
Bilkent Üniversitesi 1998 — 2002
Bachelor's degree, English Language and Literature, General
Justin Maniscalco Justin Maniscalco's UBS Wealth Management Experience November 2012 - May 2013
Job Financial Representative at Fidelity Investments | CFA Level II Candidate
Industry Financial Services
Experience
Sports Illustrated September 2013 - March 2014
UBS Wealth Management November 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Alfred Dunner Inc. May 2010 - August 2010
Fiorellas January 2010 - May 2010
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Office, Data Analysis, Investments, Morningstar, PowerPoint, Public Speaking, Mandarin, SAP, Team Leadership, Derivatives, Options Strategies, Financial Risk, SPSS, PSN, Factset, SQL, C++
Education
Bentley University 2009 — 2013
Candidate for Bachelor of Science, Finance, Mandarin Chinese Minor
Shanghai University of Finance and Economics 2011 — 2011
Mandarin, Finance
Fudan University 2011 — 2011
Finance, Business Consulting
Sports Illustrated September 2013 - March 2014
UBS Wealth Management November 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Alfred Dunner Inc. May 2010 - August 2010
Fiorellas January 2010 - May 2010
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Office, Data Analysis, Investments, Morningstar, PowerPoint, Public Speaking, Mandarin, SAP, Team Leadership, Derivatives, Options Strategies, Financial Risk, SPSS, PSN, Factset, SQL, C++
Education
Bentley University 2009 — 2013
Candidate for Bachelor of Science, Finance, Mandarin Chinese Minor
Shanghai University of Finance and Economics 2011 — 2011
Mandarin, Finance
Fudan University 2011 — 2011
Finance, Business Consulting
Mia Torruella's UBS Wealth Management Experience January 2002 - Present
Job Wealth Management Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management January 2002 - Present
Marriott International July 1999 - December 2001
San Juan Marriott April 1995 - July 1999
Skills
Project Planning, Series 7, Analysis, Editing, Team Building, Teaching, HTML
Education
Bentley University 1987 — 1991
Bachelor's degree, Marketing and International Business
UBS Wealth Management January 2002 - Present
Marriott International July 1999 - December 2001
San Juan Marriott April 1995 - July 1999
Skills
Project Planning, Series 7, Analysis, Editing, Team Building, Teaching, HTML
Education
Bentley University 1987 — 1991
Bachelor's degree, Marketing and International Business
Jane N Han Jane N Han's UBS Wealth Management Experience June 2013 - August 2013
Job Associate Analyst at Moody's Investors Service
Industry Capital Markets
Experience
Moody's Investors Service March 2015 - Present
HSBC July 2014 - March 2015
Auerbach Grayson October 2013 - July 2014
UBS Wealth Management June 2013 - August 2013
American Express November 2011 - January 2013
Skills
Project Management, Market Research, Microsoft Excel, Microsoft Access, PowerPoint, Minitab, SPSS, Lean Six Sigma, Qualitative Research, Data Analysis, Microsoft Office, CorpTax, Bloomberg Terminal, Digital Strategy, Forecasting, Customer Service, Due Diligence, Corporate Communications, HTML, State & Local Tax, Relationship Management
Education
Pace University 2010 — 2014
Bachelor of Science (BS), Business Economics, Finance, 3.71
Centre d'Études Franco-Américain de Management (CEFAM) 2013 — 2013
BI Norwegian Business School 2012 — 2012
Marlboro High School 2006 — 2010
High School Diploma
Moody's Investors Service March 2015 - Present
HSBC July 2014 - March 2015
Auerbach Grayson October 2013 - July 2014
UBS Wealth Management June 2013 - August 2013
American Express November 2011 - January 2013
Skills
Project Management, Market Research, Microsoft Excel, Microsoft Access, PowerPoint, Minitab, SPSS, Lean Six Sigma, Qualitative Research, Data Analysis, Microsoft Office, CorpTax, Bloomberg Terminal, Digital Strategy, Forecasting, Customer Service, Due Diligence, Corporate Communications, HTML, State & Local Tax, Relationship Management
Education
Pace University 2010 — 2014
Bachelor of Science (BS), Business Economics, Finance, 3.71
Centre d'Études Franco-Américain de Management (CEFAM) 2013 — 2013
BI Norwegian Business School 2012 — 2012
Marlboro High School 2006 — 2010
High School Diploma
David Morochnick David Morochnick's UBS Wealth Management Experience January 2009 - November 2009
Job Vice PresidentBranch Director at RBC Wealth Management
Industry Financial Services
Experience
Oppenheimer & Co. Inc. November 2009 - November 2014
UBS Wealth Management January 2009 - November 2009
UBS Wealth Management January 2008 - January 2009
UBS Wealth Management January 2006 - January 2008
UBS Wealth Management March 2004 - January 2006
Merrill Lynch October 2003 - March 2004
Merrill Lynch June 2002 - March 2004
Merrill Lynch May 2000 - June 2002
Education
Long Island University 1982 — 1983
Marketing
Nassau Community College 1981 — 1982
Marketing
Berklee College of Music 1979 — 1980
Performance
Oppenheimer & Co. Inc. November 2009 - November 2014
UBS Wealth Management January 2009 - November 2009
UBS Wealth Management January 2008 - January 2009
UBS Wealth Management January 2006 - January 2008
UBS Wealth Management March 2004 - January 2006
Merrill Lynch October 2003 - March 2004
Merrill Lynch June 2002 - March 2004
Merrill Lynch May 2000 - June 2002
Education
Long Island University 1982 — 1983
Marketing
Nassau Community College 1981 — 1982
Marketing
Berklee College of Music 1979 — 1980
Performance
Patrick Conaty's UBS Wealth Management Experience October 2011 - May 2012
Job Risk & Compliance Systems & Analytics at PwC
Industry Information Technology and Services
Experience
PwC June 2015 - Present
Charles River Development March 2015 - May 2015
Charles River Development June 2012 - March 2015
UBS Wealth Management October 2011 - May 2012
Boston College Law School January 2011 - May 2012
Boston Standard Wealth Management May 2011 - August 2011
St. Louis Aces May 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Compliance, Charles River IMS, Investment Compliance, Financial Markets, Wealth Management, Operations Management, SQL, Data Analysis, Operations, Microsoft SQL Server, Microsoft Excel, Relationship Management, PowerPoint, Microsoft Word, Analytics, Account Management, CRM, Business Analysis, Project Management, SaaS, Customer Service
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
St. Xavier High School 2005 — 2008
PwC June 2015 - Present
Charles River Development March 2015 - May 2015
Charles River Development June 2012 - March 2015
UBS Wealth Management October 2011 - May 2012
Boston College Law School January 2011 - May 2012
Boston Standard Wealth Management May 2011 - August 2011
St. Louis Aces May 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Compliance, Charles River IMS, Investment Compliance, Financial Markets, Wealth Management, Operations Management, SQL, Data Analysis, Operations, Microsoft SQL Server, Microsoft Excel, Relationship Management, PowerPoint, Microsoft Word, Analytics, Account Management, CRM, Business Analysis, Project Management, SaaS, Customer Service
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
St. Xavier High School 2005 — 2008
Evan Bloomberg, CFA Evan Bloomberg, CFA's UBS Wealth Management Experience March 2013 - Present
Job Private Wealth Advisor for Business Executives | Family Offices | Hedge Fund & Private Equity Investors | Pro Athletes
Industry Financial Services
Experience
UBS Wealth Management March 2013 - Present
Citadel LLC March 2012 - March 2013
SAC Capital March 2010 - March 2012
Level Global Investors 2005 - 2009
Morgan Stanley 1997 - 2005
Education
Binghamton University 1993 — 1997
BA, Economics
UBS Wealth Management March 2013 - Present
Citadel LLC March 2012 - March 2013
SAC Capital March 2010 - March 2012
Level Global Investors 2005 - 2009
Morgan Stanley 1997 - 2005
Education
Binghamton University 1993 — 1997
BA, Economics
Lorraine McClellan Lorraine McClellan's UBS Wealth Management Experience June 2013 - August 2013
Job Middle Markets GTP Intern at UBS Wealth Management
Industry Higher Education
Experience
United Technologies July 2014 - Present
Bentley University August 2010 - May 2014
UBS Wealth Management June 2013 - August 2013
The Award Group May 2012 - September 2012
UBS Financial Services May 2011 - August 2011
Green Mansions Swim and Tennis Club May 2008 - August 2010
Skills
Knowledge of Crystal..., Knowledge of Bloomberg, Knowledge of Consult..., Knowledge of FactSet, Proficiency in..., Proficiency in Excel, Proficiency in Power..., Proficiency in Outlook, Bloomberg Certified, Bloomberg, CRM, Analysis, Economics, Finance, Management, Sales, Time Management, Research
Education
Bentley University 2010 — 2014
Bachelor of Science, Economics-Finance, Sophmore
Royal Holloway, University of London 2012 — 2013
United Technologies July 2014 - Present
Bentley University August 2010 - May 2014
UBS Wealth Management June 2013 - August 2013
The Award Group May 2012 - September 2012
UBS Financial Services May 2011 - August 2011
Green Mansions Swim and Tennis Club May 2008 - August 2010
Skills
Knowledge of Crystal..., Knowledge of Bloomberg, Knowledge of Consult..., Knowledge of FactSet, Proficiency in..., Proficiency in Excel, Proficiency in Power..., Proficiency in Outlook, Bloomberg Certified, Bloomberg, CRM, Analysis, Economics, Finance, Management, Sales, Time Management, Research
Education
Bentley University 2010 — 2014
Bachelor of Science, Economics-Finance, Sophmore
Royal Holloway, University of London 2012 — 2013
Jack Pritchett Jack Pritchett's UBS Wealth Management Experience July 2008 - December 2008
Job Sente Advisory
Industry Venture Capital & Private Equity
Experience
UBS Global Asset Management October 2010 - June 2012
UBS Global Asset Management December 2008 - October 2010
UBS Wealth Management July 2008 - December 2008
Skills
Financial Modeling, Corporate Finance, Valuation, Getting to Yes, Getting The Job Done, Mergers & Acquisitions, Private Equity, Hedge Funds, Asset Management, Due Diligence, Capital Markets, Alternative Investments, Financial Analysis, Equities, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
Vanderbilt University 2004 — 2008
Bachelor's degree, cum laude
Birkbeck College, University of London 2006 — 2006
Universidad Complutense de Madrid 2006 — 2006
Woodberry Forest School 2000 — 2004
summa cum laude
UBS Global Asset Management October 2010 - June 2012
UBS Global Asset Management December 2008 - October 2010
UBS Wealth Management July 2008 - December 2008
Skills
Financial Modeling, Corporate Finance, Valuation, Getting to Yes, Getting The Job Done, Mergers & Acquisitions, Private Equity, Hedge Funds, Asset Management, Due Diligence, Capital Markets, Alternative Investments, Financial Analysis, Equities, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
Vanderbilt University 2004 — 2008
Bachelor's degree, cum laude
Birkbeck College, University of London 2006 — 2006
Universidad Complutense de Madrid 2006 — 2006
Woodberry Forest School 2000 — 2004
summa cum laude
Alyssa Niebrugge's UBS Wealth Management Experience May 2012 - March 2013
Job Senior Associate at GLG
Industry Financial Services
Experience
GLG October 2014 - Present
Gerson Lehrman Group (GLG) April 2014 - October 2014
UBS Wealth Management May 2012 - March 2013
Wymsee May 2012 - November 2012
Skills
Superior Work Ethic, Outstanding time..., Stata, Microsoft Office, Critical Thinking, Communication Skills, Team Leadership, Academic Integrity, SPSS, Managing Database, Intercollegiate..., Photoshop, Online Advertising, Google Adwords, Bing, Microsoft Excel, Time Management, Management, Marketing, Research, Communication, Market Research
Education
Boston College 2009 — 2013
Bachelor's degree, Economics
GLG October 2014 - Present
Gerson Lehrman Group (GLG) April 2014 - October 2014
UBS Wealth Management May 2012 - March 2013
Wymsee May 2012 - November 2012
Skills
Superior Work Ethic, Outstanding time..., Stata, Microsoft Office, Critical Thinking, Communication Skills, Team Leadership, Academic Integrity, SPSS, Managing Database, Intercollegiate..., Photoshop, Online Advertising, Google Adwords, Bing, Microsoft Excel, Time Management, Management, Marketing, Research, Communication, Market Research
Education
Boston College 2009 — 2013
Bachelor's degree, Economics
Eric Peske Eric Peske's UBS Wealth Management Experience November 2008 - Present
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley August 2004 - November 2008
Merrill Lynch April 2000 - August 2004
Education
Binghamton University 1987 — 1994
UBS Wealth Management November 2008 - Present
Morgan Stanley August 2004 - November 2008
Merrill Lynch April 2000 - August 2004
Education
Binghamton University 1987 — 1994
Diana Oliveri Diana Oliveri's UBS Wealth Management Experience 2000 - 2008
Job Executive Assistant UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2012 - Present
Minuteman Press 2009 - 2011
UBS Wealth Management 2000 - 2008
Merrill Lynch 1989 - 2000
Skills
Sales, Management, Customer Service, Marketing Strategy, Marketing, Social Media, Project Management, Series 7, Series 63, Strategic Planning, Outlook, Securities
Education
Rutgers University
Bachelor of Science, Major Criminal Justice / Minor Psychology
Scuola Leonardo da Vinci (Florence, Italy)
Certification of Advanced Italian Language
Bergen Community College
Associates Degree
UBS Investment Bank May 2012 - Present
Minuteman Press 2009 - 2011
UBS Wealth Management 2000 - 2008
Merrill Lynch 1989 - 2000
Skills
Sales, Management, Customer Service, Marketing Strategy, Marketing, Social Media, Project Management, Series 7, Series 63, Strategic Planning, Outlook, Securities
Education
Rutgers University
Bachelor of Science, Major Criminal Justice / Minor Psychology
Scuola Leonardo da Vinci (Florence, Italy)
Certification of Advanced Italian Language
Bergen Community College
Associates Degree
Jack Leahy's UBS Wealth Management Experience January 2010 - May 2010
Job Business Development at Localytics
Industry Financial Services
Experience
Localytics October 2014 - Present
WordStream June 2014 - October 2014
New Regency Productions August 2013 - April 2014
Sentient Jet June 2011 - August 2013
BrightScope November 2010 - February 2011
UBS Wealth Management January 2010 - May 2010
Coburn & Meredith October 2009 - December 2009
The Red Parrot June 2009 - September 2009
Alive February 2009 - May 2009
Black Rock Country Club 1997 - 2005
Skills
Business Development, Finance, Equities, Recruiting, Securities
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics & Finance
National University
Localytics October 2014 - Present
WordStream June 2014 - October 2014
New Regency Productions August 2013 - April 2014
Sentient Jet June 2011 - August 2013
BrightScope November 2010 - February 2011
UBS Wealth Management January 2010 - May 2010
Coburn & Meredith October 2009 - December 2009
The Red Parrot June 2009 - September 2009
Alive February 2009 - May 2009
Black Rock Country Club 1997 - 2005
Skills
Business Development, Finance, Equities, Recruiting, Securities
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics & Finance
National University
Anthony Gigliotti Anthony Gigliotti's UBS Wealth Management Experience June 2012 - August 2012
Job Portfolio Management Associate at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP June 2013 - Present
A.G. Tickets July 2012 - 2014
Boston College September 2011 - May 2013
UBS Wealth Management June 2012 - August 2012
Skills
Investments, Microsoft Excel, Asset Management, Microsoft Word, Salesforce.com, Equities, Microsoft Office, Client Development, Manage Client..., Investment Management, Communication Skills, Marketing Strategy, Stock Trading, Financial Services, Investment Strategies, Stock Management, CRM databases, Hedge Funds, Money Management, ADRs, Portfolio Management
Education
Boston College 2010 — 2013
Bachelor's degree, Economics, 3.6 GPA
Villanova University 2009 — 2010
3.75 GPA
Harding Loevner LP June 2013 - Present
A.G. Tickets July 2012 - 2014
Boston College September 2011 - May 2013
UBS Wealth Management June 2012 - August 2012
Skills
Investments, Microsoft Excel, Asset Management, Microsoft Word, Salesforce.com, Equities, Microsoft Office, Client Development, Manage Client..., Investment Management, Communication Skills, Marketing Strategy, Stock Trading, Financial Services, Investment Strategies, Stock Management, CRM databases, Hedge Funds, Money Management, ADRs, Portfolio Management
Education
Boston College 2010 — 2013
Bachelor's degree, Economics, 3.6 GPA
Villanova University 2009 — 2010
3.75 GPA
Hadley Riegel's UBS Wealth Management Experience June 2012 - August 2012
Job Manager at AlphaSights
Industry Financial Services
Experience
AlphaSights July 2015 - Present
AlphaSights March 2015 - June 2015
AlphaSights 2013 - March 2015
UBS Wealth Management June 2012 - August 2012
Boston College September 2010 - May 2012
Chairmont Group August 2011 - October 2011
Clear Harbor Asset Management, LLC May 2010 - July 2010
Skills
PowerPoint, Research, Management, Social Media, Marketing
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (BS), Management, Marketing
University of New South Wales 2011 — 2011
Studied abroad in the School of Managment
Boston College
AlphaSights July 2015 - Present
AlphaSights March 2015 - June 2015
AlphaSights 2013 - March 2015
UBS Wealth Management June 2012 - August 2012
Boston College September 2010 - May 2012
Chairmont Group August 2011 - October 2011
Clear Harbor Asset Management, LLC May 2010 - July 2010
Skills
PowerPoint, Research, Management, Social Media, Marketing
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (BS), Management, Marketing
University of New South Wales 2011 — 2011
Studied abroad in the School of Managment
Boston College
Vanessa Ross Vanessa Ross's UBS Wealth Management Experience 2011 - 2011
Job Advisory Staff Ernst & Young
Industry Financial Services
Experience
Ernst & Young LLP August 2013 - Present
Ernst & Young June 2012 - August 2012
UBS Wealth Management 2011 - 2011
Skills
Structured Finance, Financial Analysis, Risk Management, Operational Risk..., Enterprise Risk..., Risk Assessment, Project Management, Project Planning, Microsoft Excel, PowerPoint, Visio, Business Analysis, Financial Advisory, Business Advisory, Business Process...
Education
Binghamton University - School of Management 2009 — 2013
B.S., Management - Finance
Ernst & Young LLP August 2013 - Present
Ernst & Young June 2012 - August 2012
UBS Wealth Management 2011 - 2011
Skills
Structured Finance, Financial Analysis, Risk Management, Operational Risk..., Enterprise Risk..., Risk Assessment, Project Management, Project Planning, Microsoft Excel, PowerPoint, Visio, Business Analysis, Financial Advisory, Business Advisory, Business Process...
Education
Binghamton University - School of Management 2009 — 2013
B.S., Management - Finance
Dhandayudapani Dhakshnamurthy Dhandayudapani Dhakshnamurthy's UBS Wealth Management Experience December 2005 - September 2006
Job Software Engineer/Architect
Industry Higher Education
Experience
Apple September 2014 - Present
Chegg Inc. February 2014 - September 2014
Apollo Group September 2006 - January 2014
UBS Wealth Management December 2005 - September 2006
IBM Global Services February 2005 - December 2005
Synergix Technologies March 2002 - January 2005
UOB Bank October 2001 - March 2002
SolutionNET September 2000 - October 2001
Skills
Spring, REST, Maven, Tomcat, Agile Methodologies, Java Enterprise Edition, SOAP, Struts, Web Services, XML, Servlets, SOA, Java, Scrum, EJB, AngularJS, Data Structures, Memcached, Java Enterprise..., JPA, GWT, SDLC, Web Applications, J2EE Application..., MongoDB, Algorithms, Performance Engineering, Scalability, Object Oriented Design, Databases, Ext JS, jQuery, Object Oriented Modeling, Hibernate 3.1, Solr, Web S, WebSphere Application..., Performance Tuning, Lucene, Concurrent Programming, Sun Certified Java..., Sun Certified..., Hadoop, Hive, Cassandra, HBase, Play Framework, Apache Spark, Scala, Apache Pig
Education
University of Phoenix 2007 — 2009
MS, IT
Bharathidasan University 1996 — 1999
Bachelor of Science, Electronics
Apple September 2014 - Present
Chegg Inc. February 2014 - September 2014
Apollo Group September 2006 - January 2014
UBS Wealth Management December 2005 - September 2006
IBM Global Services February 2005 - December 2005
Synergix Technologies March 2002 - January 2005
UOB Bank October 2001 - March 2002
SolutionNET September 2000 - October 2001
Skills
Spring, REST, Maven, Tomcat, Agile Methodologies, Java Enterprise Edition, SOAP, Struts, Web Services, XML, Servlets, SOA, Java, Scrum, EJB, AngularJS, Data Structures, Memcached, Java Enterprise..., JPA, GWT, SDLC, Web Applications, J2EE Application..., MongoDB, Algorithms, Performance Engineering, Scalability, Object Oriented Design, Databases, Ext JS, jQuery, Object Oriented Modeling, Hibernate 3.1, Solr, Web S, WebSphere Application..., Performance Tuning, Lucene, Concurrent Programming, Sun Certified Java..., Sun Certified..., Hadoop, Hive, Cassandra, HBase, Play Framework, Apache Spark, Scala, Apache Pig
Education
University of Phoenix 2007 — 2009
MS, IT
Bharathidasan University 1996 — 1999
Bachelor of Science, Electronics
Michael Francis Oliveros's UBS Wealth Management Experience May 2006 - August 2006
Job Account Manager at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions July 2015 - Present
Informa Investment Solutions July 2011 - July 2015
Informa Investment Solutions April 2007 - June 2011
UBS Wealth Management May 2006 - August 2006
Skills
Portfolio Management, Mutual Funds, Project Management, Asset Allocation, Account Reconciliation, Bloomberg, Risk Management, Valuation, Alternative Investments, Financial Modeling, Asset Management, Hedge Funds, Equities, Financial Analysis, Investments, Financial Markets, Financial Services
Education
State University of New York at Binghamton 2004 — 2006
BS, Financial Economics
Rockland Community College 2002 — 2006
Associate Sciences (AS) & Associate of Arts and Sciences (AAS), Mathematics
Informa Investment Solutions July 2015 - Present
Informa Investment Solutions July 2011 - July 2015
Informa Investment Solutions April 2007 - June 2011
UBS Wealth Management May 2006 - August 2006
Skills
Portfolio Management, Mutual Funds, Project Management, Asset Allocation, Account Reconciliation, Bloomberg, Risk Management, Valuation, Alternative Investments, Financial Modeling, Asset Management, Hedge Funds, Equities, Financial Analysis, Investments, Financial Markets, Financial Services
Education
State University of New York at Binghamton 2004 — 2006
BS, Financial Economics
Rockland Community College 2002 — 2006
Associate Sciences (AS) & Associate of Arts and Sciences (AAS), Mathematics
Gonc Tez Gonc Tez's UBS Wealth Management Experience July 2005 - July 2008
Job International Business
Industry Renewables & Environment
Experience
Blue Arrow Commercial LED Lighting October 2008 - Present
UBS Wealth Management July 2005 - July 2008
APG Federal Credit Union September 2003 - July 2005
Citigroup April 1996 - December 2001
Skills
Product Management, Solar Energy, Strategy, Marketing, Business Strategy, LED lighting systems, Business Development, Business Planning, Entrepreneurship, Sales Management, Sales, Management, Strategic Planning, Banking, Marketing Strategy, New Business Development, Leadership
Education
American College of Switzerland - A campus of Schiller International University 1992 — 1994
B.S. International Business Management, Management, Accounting & Finance
Bilkent Üniversitesi 1989 — 1992
A.A., Economics
Blue Arrow Commercial LED Lighting October 2008 - Present
UBS Wealth Management July 2005 - July 2008
APG Federal Credit Union September 2003 - July 2005
Citigroup April 1996 - December 2001
Skills
Product Management, Solar Energy, Strategy, Marketing, Business Strategy, LED lighting systems, Business Development, Business Planning, Entrepreneurship, Sales Management, Sales, Management, Strategic Planning, Banking, Marketing Strategy, New Business Development, Leadership
Education
American College of Switzerland - A campus of Schiller International University 1992 — 1994
B.S. International Business Management, Management, Accounting & Finance
Bilkent Üniversitesi 1989 — 1992
A.A., Economics
Gregory Siegel, CFA, CPA's UBS Wealth Management Experience 2004 - 2006
Job Director, Curriculum Development at CFA Institute
Industry Investment Management
Experience
CFA Institute March 2013 - Present
Deutsche Asset Management 2009 - December 2012
Credit Suisse 2006 - 2009
UBS Wealth Management 2004 - 2006
J&W Seligman 2000 - 2004
Fitch Ratings 1996 - 2000
Credit Lyonnais 1994 - 1996
Ernst & Young 1990 - 1992
Skills
Equity Research, Financial Statement..., Fixed Income, Equities, Portfolio Management, Investments, Due Diligence, Bloomberg, Credit Analysis, Bonds, Securities, Mutual Funds, Credit, Equity Valuation, Financial Analysis, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Binghamton University 1987 — 1990
BS, Accounting
CFA Institute March 2013 - Present
Deutsche Asset Management 2009 - December 2012
Credit Suisse 2006 - 2009
UBS Wealth Management 2004 - 2006
J&W Seligman 2000 - 2004
Fitch Ratings 1996 - 2000
Credit Lyonnais 1994 - 1996
Ernst & Young 1990 - 1992
Skills
Equity Research, Financial Statement..., Fixed Income, Equities, Portfolio Management, Investments, Due Diligence, Bloomberg, Credit Analysis, Bonds, Securities, Mutual Funds, Credit, Equity Valuation, Financial Analysis, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Binghamton University 1987 — 1990
BS, Accounting
Justin Deni's UBS Wealth Management Experience March 2011 - March 2012
Job Compliance Risk Control Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
UBS Financial Services March 2012 - October 2013
UBS Wealth Management March 2011 - March 2012
UBS Wealth Management January 2008 - February 2011
SEI Investments March 2007 - August 2007
Pennoni Associates November 2006 - March 2007
Harleysville National Bank 2000 - 2003
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
Drexel University 2014 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship
Bloomsburg University of Pennsylvania 2002 — 2006
Central Bucks West
Janney Montgomery Scott LLC October 2013 - Present
UBS Financial Services March 2012 - October 2013
UBS Wealth Management March 2011 - March 2012
UBS Wealth Management January 2008 - February 2011
SEI Investments March 2007 - August 2007
Pennoni Associates November 2006 - March 2007
Harleysville National Bank 2000 - 2003
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
Drexel University 2014 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship
Bloomsburg University of Pennsylvania 2002 — 2006
Central Bucks West
Christopher Andersen, CFA's UBS Wealth Management Experience June 2012 - Present
Job Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2012 - Present
New York Life Investment Management April 1997 - March 2012
Skills
Investments, Mutual Funds, Asset Management, Series 7, Retirement Planning, Series 63, Equities, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Fixed Income, Fixed Annuities, Securities, Alternative Investments, Hedge Funds, Insurance, Strategic Financial..., Financial Services, Investment Strategies
Education
Binghamton University 1987 — 1991
BA, Economics / German
UBS Wealth Management June 2012 - Present
New York Life Investment Management April 1997 - March 2012
Skills
Investments, Mutual Funds, Asset Management, Series 7, Retirement Planning, Series 63, Equities, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Fixed Income, Fixed Annuities, Securities, Alternative Investments, Hedge Funds, Insurance, Strategic Financial..., Financial Services, Investment Strategies
Education
Binghamton University 1987 — 1991
BA, Economics / German
suneel vadakattu's UBS Wealth Management Experience January 2008 - May 2008
Job at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2011 - Present
ETS May 2008 - May 2011
UBS Wealth Management January 2008 - May 2008
ETS February 2005 - December 2007
IBM Global Services April 2004 - January 2005
Tata Consultancy Services November 2002 - April 2004
Techlead September 2000 - November 2002
Skills
SOA, Weblogic, SDLC, Software Project..., Java Enterprise Edition, Agile Methodologies, Web Services, Requirements Analysis, Solution Architecture, PL/SQL
Education
Birla Institute of Technology and Science, Pilani
Wells Fargo June 2011 - Present
ETS May 2008 - May 2011
UBS Wealth Management January 2008 - May 2008
ETS February 2005 - December 2007
IBM Global Services April 2004 - January 2005
Tata Consultancy Services November 2002 - April 2004
Techlead September 2000 - November 2002
Skills
SOA, Weblogic, SDLC, Software Project..., Java Enterprise Edition, Agile Methodologies, Web Services, Requirements Analysis, Solution Architecture, PL/SQL
Education
Birla Institute of Technology and Science, Pilani
Shailesh Pisolkar's UBS Wealth Management Experience January 2007 - April 2008
Job Solution Architect at Guardian Life
Industry Financial Services
Experience
Guardian Life October 2013 - Present
Citi April 2012 - October 2013
Citigroup February 2010 - April 2012
Citigroup April 2008 - January 2010
UBS Wealth Management January 2007 - April 2008
Citi July 2003 - January 2007
UBS Wealth Management October 2002 - July 2003
J.P. Morgan August 2001 - September 2002
UBS Wealth Management January 2001 - August 2001
Citi September 2000 - January 2001
Skills
Solution Architecture, IT Strategy, Enterprise Architecture, Application Development, Business Intelligence, IT Governance, Middleware, Project Management, Business Process..., ETL Tools, Java/J2EE, Web Services, SOA, Buriness Process..., Business Activity..., Messaging, Enterprise Service Bus, Databases, Information Security, GUI, Integration Architecture, Integration, Software Development, CRM, Strategy, Governance
Education
Columbia University in the City of New York 2011 — 2013
MS, Technology Management
New Jersey Institute of Technology 1995 — 1996
MS, Engineering
Birla Institute of Technology and Science 1989 — 1993
Bachelor of Engineering (BE), Engineering
Guardian Life October 2013 - Present
Citi April 2012 - October 2013
Citigroup February 2010 - April 2012
Citigroup April 2008 - January 2010
UBS Wealth Management January 2007 - April 2008
Citi July 2003 - January 2007
UBS Wealth Management October 2002 - July 2003
J.P. Morgan August 2001 - September 2002
UBS Wealth Management January 2001 - August 2001
Citi September 2000 - January 2001
Skills
Solution Architecture, IT Strategy, Enterprise Architecture, Application Development, Business Intelligence, IT Governance, Middleware, Project Management, Business Process..., ETL Tools, Java/J2EE, Web Services, SOA, Buriness Process..., Business Activity..., Messaging, Enterprise Service Bus, Databases, Information Security, GUI, Integration Architecture, Integration, Software Development, CRM, Strategy, Governance
Education
Columbia University in the City of New York 2011 — 2013
MS, Technology Management
New Jersey Institute of Technology 1995 — 1996
MS, Engineering
Birla Institute of Technology and Science 1989 — 1993
Bachelor of Engineering (BE), Engineering
Lauren Goldman's UBS Wealth Management Experience August 2015 - Present
Job Client Service Professional
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
Morgan Stanley June 2012 - July 2015
Morgan Stanley March 2011 - September 2012
Morgan Stanley Smith Barney February 2007 - March 2011
Science Adventures June 2006 - August 2006
Nelson and Pope April 2005 - January 2006
Education
Binghamton University, State University of New York 2003 — 2006
Bachelor of Arts, Psychology
Binghamton University
Bachelor's degree
UBS Wealth Management August 2015 - Present
Morgan Stanley June 2012 - July 2015
Morgan Stanley March 2011 - September 2012
Morgan Stanley Smith Barney February 2007 - March 2011
Science Adventures June 2006 - August 2006
Nelson and Pope April 2005 - January 2006
Education
Binghamton University, State University of New York 2003 — 2006
Bachelor of Arts, Psychology
Binghamton University
Bachelor's degree
David Schiffman's UBS Wealth Management Experience 2005 - August 2011
Job Senior Financial Strategist at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc August 2011 - Present
UBS Wealth Management 2005 - August 2011
The Pension Boards - United Church of Christ 2000 - 2005
GRE Insurance Group 1996 - 1999
Head Asset Management 1993 - 1996
SunAmerica Asset Management 1989 - 1993
Skills
Series 7, Securities, Hedge Funds, Equities, Alternative Investments, Series 63, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Investments, Trading, Bonds, Asset Allocation, Mutual Funds, Emerging Markets, High Yield, Structured Products, Asset Management
Education
Binghamton University - School of Management 1987 — 1989
MBA, Finance
Binghamton University 1984 — 1987
BA, Economics
First Empire Securities, Inc August 2011 - Present
UBS Wealth Management 2005 - August 2011
The Pension Boards - United Church of Christ 2000 - 2005
GRE Insurance Group 1996 - 1999
Head Asset Management 1993 - 1996
SunAmerica Asset Management 1989 - 1993
Skills
Series 7, Securities, Hedge Funds, Equities, Alternative Investments, Series 63, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Investments, Trading, Bonds, Asset Allocation, Mutual Funds, Emerging Markets, High Yield, Structured Products, Asset Management
Education
Binghamton University - School of Management 1987 — 1989
MBA, Finance
Binghamton University 1984 — 1987
BA, Economics
Nadya Feteha's UBS Wealth Management Experience May 2015 - Present
Job Executive Assistant, UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management May 2015 - Present
Education
Berkeley College 2002 — 2005
Bachelor's degree, Marketing, International Business
UBS Wealth Management May 2015 - Present
Education
Berkeley College 2002 — 2005
Bachelor's degree, Marketing, International Business
Virginia Branas's UBS Wealth Management Experience January 2004 - Present
Job Financial Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2004 - Present
Education
Berkeley College 1996 — 2003
UBS Wealth Management January 2004 - Present
Education
Berkeley College 1996 — 2003
Michael A Galantino's UBS Wealth Management Experience January 1992 - January 2002
Job Managing Director at Boenning Scattergood
Industry Financial Services
Experience
Boenning & Scattergood, Inc. January 2006 - Present
Haverford Financial Services January 2002 - January 2006
UBS Wealth Management January 1992 - January 2002
Morgan Stanley Smith Barney January 1985 - January 1992
Skills
Portfolio Management, Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Asset Management, Estate Planning, Financial Planning
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS, Accounting
Boenning & Scattergood, Inc. January 2006 - Present
Haverford Financial Services January 2002 - January 2006
UBS Wealth Management January 1992 - January 2002
Morgan Stanley Smith Barney January 1985 - January 1992
Skills
Portfolio Management, Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Asset Management, Estate Planning, Financial Planning
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS, Accounting
Troy Wiebler's UBS Wealth Management Experience March 2015 - Present
Job Vice President | Wealth Management Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Merrill Lynch 2008 - March 2015
Moors & Cabot 2006 - 2008
Skills
Asset Management, Estate Planning, Retirement, Process Improvement, Investments, Portfolio Management, Financial Planners, Corporate Benefits, Concentrated Stock..., Wealth Management
Education
Bentley University
Shattuck St. Mary's
UBS Wealth Management March 2015 - Present
Merrill Lynch 2008 - March 2015
Moors & Cabot 2006 - 2008
Skills
Asset Management, Estate Planning, Retirement, Process Improvement, Investments, Portfolio Management, Financial Planners, Corporate Benefits, Concentrated Stock..., Wealth Management
Education
Bentley University
Shattuck St. Mary's
Jon Mastrandrea's UBS Wealth Management Experience April 2011 - April 2015
Job Executive Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
Robert Covino's UBS Wealth Management Experience June 2009 - April 2014
Job Executive Director South Florida Complex Director at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Wealth Management June 2009 - April 2014
UBS Wealth Management January 2008 - June 2009
UBS Wealth Management January 2007 - January 2008
RBC Dain Rauscher 2004 - 2007
Ryan Beck/Gruntal & Co 2000 - 2004
Gruntal & Co. 1997 - 2000
Gruntal & Company 1992 - 1997
Shearson Lehman Brothers 1986 - 1992
L.F. Rotherschild Unterburg Towbin 1985 - 1986
Education
Bentley University
B.S.
UBS April 2014 - Present
UBS Wealth Management June 2009 - April 2014
UBS Wealth Management January 2008 - June 2009
UBS Wealth Management January 2007 - January 2008
RBC Dain Rauscher 2004 - 2007
Ryan Beck/Gruntal & Co 2000 - 2004
Gruntal & Co. 1997 - 2000
Gruntal & Company 1992 - 1997
Shearson Lehman Brothers 1986 - 1992
L.F. Rotherschild Unterburg Towbin 1985 - 1986
Education
Bentley University
B.S.
Paul Eckmann's UBS Wealth Management Experience October 2005 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2005 - Present
UBS Financial Services October 2005 - August 2008
UBS 2005 - 2008
Mellon Financial 1995 - 2005
Mellon Investor Services 1993 - 2005
BNY Mellon 1993 - 2005
BNY Mellon Shareowner Services 1993 - 2005
Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk
Education
Bergen Community College 1985 — 1989
Business Administration
UBS Wealth Management October 2005 - Present
UBS Financial Services October 2005 - August 2008
UBS 2005 - 2008
Mellon Financial 1995 - 2005
Mellon Investor Services 1993 - 2005
BNY Mellon 1993 - 2005
BNY Mellon Shareowner Services 1993 - 2005
Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk
Education
Bergen Community College 1985 — 1989
Business Administration
Damian Laugher's UBS Wealth Management Experience March 2002 - June 2007
Job Associate at Winget, Spadafora & Schwartzberg LLP
Industry Law Practice
Experience
Winget, Spadafora & Schwartzberg LLP June 2007 - Present
UBS Wealth Management March 2002 - June 2007
Greenberg Traurig June 1998 - September 2001
Gold Medal Australia December 1995 - May 1998
Education
Bond University 1992 — 1995
llb, Law
Bond University 1989 — 1992
B.Com, Finance & International Business
Winget, Spadafora & Schwartzberg LLP June 2007 - Present
UBS Wealth Management March 2002 - June 2007
Greenberg Traurig June 1998 - September 2001
Gold Medal Australia December 1995 - May 1998
Education
Bond University 1992 — 1995
llb, Law
Bond University 1989 — 1992
B.Com, Finance & International Business
David W. Rodgers's UBS Wealth Management Experience November 2008 - December 2010
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2010 - Present
UBS Wealth Management November 2008 - December 2010
Skills
Investments, Customer Service, Insurance, Mutual Funds
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Liberal Arts and Sciences, Leadership and Social Influence
Wells Fargo Advisors, LLC December 2010 - Present
UBS Wealth Management November 2008 - December 2010
Skills
Investments, Customer Service, Insurance, Mutual Funds
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Liberal Arts and Sciences, Leadership and Social Influence
Karen (Bartholow) Lisi's UBS Wealth Management Experience August 1996 - April 2008
Job Director, Benefits at Memorial Sloan Kettering Cancer Center
Industry Hospital & Health Care
Experience
21st Century Fox April 2005 - March 2014
UBS Wealth Management August 1996 - April 2008
Novartis (Sandoz) November 1992 - August 1996
Education
Binghamton University 1980 — 1984
Bachelor's Degree
Binghamton University
21st Century Fox April 2005 - March 2014
UBS Wealth Management August 1996 - April 2008
Novartis (Sandoz) November 1992 - August 1996
Education
Binghamton University 1980 — 1984
Bachelor's Degree
Binghamton University
Joanne Koenig's UBS Wealth Management Experience October 1998 - Present
Job Associate Director of Global ELearning
Industry E-Learning
Experience
UBS Wealth Management October 1998 - Present
Chubb Computer Services October 1988 - October 1998
Education
New Jersey City University
Bachelor of Arts (B.A.), Special Education and Teaching
New York University
Certification, Online Instruction
Boise State University
M.A. in progress, Instructional/Performance Technology
UBS Wealth Management October 1998 - Present
Chubb Computer Services October 1988 - October 1998
Education
New Jersey City University
Bachelor of Arts (B.A.), Special Education and Teaching
New York University
Certification, Online Instruction
Boise State University
M.A. in progress, Instructional/Performance Technology
Matt Porath's UBS Wealth Management Experience July 2008 - April 2009
Job Associate at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates October 2010 - Present
JP Morgan Chase April 2010 - October 2010
UBS Wealth Management July 2008 - April 2009
EMC June 2007 - August 2007
Education
Boston College 2004 — 2008
B.S., Finance
St. Ignatius High School 2000 — 2004
Zelman & Associates October 2010 - Present
JP Morgan Chase April 2010 - October 2010
UBS Wealth Management July 2008 - April 2009
EMC June 2007 - August 2007
Education
Boston College 2004 — 2008
B.S., Finance
St. Ignatius High School 2000 — 2004
Andrew Budinoff's UBS Wealth Management Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
Cat Trail November 2013 - Present
Cat Trail March 2012 - October 2013
Cat Trail October 2011 - March 2012
Point Clear Capital Management January 2010 - October 2011
UBS Wealth Management June 2008 - August 2008
JPMorgan Chase May 2007 - July 2007
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Boston College 2005 — 2009
B.S.
Chaminade High School 2001 — 2005
Cat Trail November 2013 - Present
Cat Trail March 2012 - October 2013
Cat Trail October 2011 - March 2012
Point Clear Capital Management January 2010 - October 2011
UBS Wealth Management June 2008 - August 2008
JPMorgan Chase May 2007 - July 2007
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Boston College 2005 — 2009
B.S.
Chaminade High School 2001 — 2005
Susan Bordash's UBS Wealth Management Experience 2002 - Present
Job Investments Professional
Industry Financial Services
Experience
UBS Wealth Management 2002 - Present
Morgan Stanley 1979 - 2002
Education
Binghamton University 1974 — 1978
Bachelor of Science (BS), Finance and Financial Management Services
UBS Wealth Management 2002 - Present
Morgan Stanley 1979 - 2002
Education
Binghamton University 1974 — 1978
Bachelor of Science (BS), Finance and Financial Management Services
Jonathan Walton's UBS Wealth Management Experience June 2010 - August 2010
Job Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Credit Suisse June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Sponsors for Educational Opportunity June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Equity Research, Capital IQ, Bloomberg Terminal, Investment Banking, Equities, Fixed Income, Financial Analysis, Capital Markets, Equity Valuation, DCF, Investments, Economics, Corporate Finance, Fixed Income Analysis, Hedge Funds, LBO, Portfolio Management, Alternative Investments, Private Equity
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Wells Fargo Securities June 2012 - Present
Credit Suisse June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Sponsors for Educational Opportunity June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Equity Research, Capital IQ, Bloomberg Terminal, Investment Banking, Equities, Fixed Income, Financial Analysis, Capital Markets, Equity Valuation, DCF, Investments, Economics, Corporate Finance, Fixed Income Analysis, Hedge Funds, LBO, Portfolio Management, Alternative Investments, Private Equity
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Jessica Tesone Kelly's UBS Wealth Management Experience February 2015 - Present
Job Event Marketing at UBS Wealth Management
Industry Events Services
Experience
UBS Wealth Management February 2015 - Present
UBS Wealth Management June 2012 - February 2015
Siguler Guff & Company June 2010 - June 2012
Brahma Management July 2009 - June 2010
Empanada Joe's LLC October 2008 - April 2009
US Trust June 2006 - November 2008
Northwestern Mutual September 2004 - June 2006
Skills
Marketing, Event Management, Marketing Strategy, Microsoft Office, Account Management, Strategic Planning, Non-profits, New Business Development, Competitive Analysis, Event Planning, Social Media, Vendor Management
Education
Binghamton University 2000 — 2004
BS, Chemistry
UBS Wealth Management February 2015 - Present
UBS Wealth Management June 2012 - February 2015
Siguler Guff & Company June 2010 - June 2012
Brahma Management July 2009 - June 2010
Empanada Joe's LLC October 2008 - April 2009
US Trust June 2006 - November 2008
Northwestern Mutual September 2004 - June 2006
Skills
Marketing, Event Management, Marketing Strategy, Microsoft Office, Account Management, Strategic Planning, Non-profits, New Business Development, Competitive Analysis, Event Planning, Social Media, Vendor Management
Education
Binghamton University 2000 — 2004
BS, Chemistry
Christopher Ip's UBS Wealth Management Experience February 2007 - June 2007
Job Financial Analyst at Google
Industry Information Technology and Services
Experience
Google February 2014 - Present
BlackRock January 2013 - February 2014
BlackRock January 2011 - January 2013
BlackRock August 2008 - December 2010
Morgan Stanley June 2007 - October 2007
UBS Wealth Management February 2007 - June 2007
Skills
JavaScript, Perl, SQL, Unix, HTML, Web Development, Microsoft Excel, Financial Modeling, Business Integrity, Microsoft Office, Equity Research, Financial Analysis, Finance, Capital Markets, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
B.S., Finance
Binghamton University - School of Management 2004 — 2006
Stuyvesant High School 2000 — 2004
Google February 2014 - Present
BlackRock January 2013 - February 2014
BlackRock January 2011 - January 2013
BlackRock August 2008 - December 2010
Morgan Stanley June 2007 - October 2007
UBS Wealth Management February 2007 - June 2007
Skills
JavaScript, Perl, SQL, Unix, HTML, Web Development, Microsoft Excel, Financial Modeling, Business Integrity, Microsoft Office, Equity Research, Financial Analysis, Finance, Capital Markets, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
B.S., Finance
Binghamton University - School of Management 2004 — 2006
Stuyvesant High School 2000 — 2004
Amaris Modesto's UBS Wealth Management Experience June 2007 - August 2007
Job Digital Program Manager at Porter Novelli
Industry Outsourcing/Offshoring
Experience
Porter Novelli January 2015 - Present
Urban Arts Partnership November 2013 - December 2014
Blake Scotland LLC May 2011 - October 2013
JPMorgan Chase June 2008 - May 2011
Professional Telephone Fundraiser October 2004 - May 2008
Karmaloop.com February 2006 - April 2008
UBS Wealth Management June 2007 - August 2007
Hearst Magazines June 2006 - August 2006
ABC News 2004 - 2005
Skills
Project Management, Marketing, Facebook, Advertising, Social Media, Management, Sales, Microsoft Excel, PowerPoint, Event Planning, Public Speaking, Leadership, Marketing Communications, Spanish, Microsoft Office, Social Media Marketing, Research, Access, Strategic Planning, Financial Analysis, Social Networking
Education
Boston College 2004 — 2008
BA, Political Science, Communication
Fieldston School 2000 — 2004
HS
Pontificia Universidad Católica Madre y Maestra 2001 — 2001
Afro-Dominican History; Spanish
Porter Novelli January 2015 - Present
Urban Arts Partnership November 2013 - December 2014
Blake Scotland LLC May 2011 - October 2013
JPMorgan Chase June 2008 - May 2011
Professional Telephone Fundraiser October 2004 - May 2008
Karmaloop.com February 2006 - April 2008
UBS Wealth Management June 2007 - August 2007
Hearst Magazines June 2006 - August 2006
ABC News 2004 - 2005
Skills
Project Management, Marketing, Facebook, Advertising, Social Media, Management, Sales, Microsoft Excel, PowerPoint, Event Planning, Public Speaking, Leadership, Marketing Communications, Spanish, Microsoft Office, Social Media Marketing, Research, Access, Strategic Planning, Financial Analysis, Social Networking
Education
Boston College 2004 — 2008
BA, Political Science, Communication
Fieldston School 2000 — 2004
HS
Pontificia Universidad Católica Madre y Maestra 2001 — 2001
Afro-Dominican History; Spanish
Ninette Hansen's UBS Wealth Management Experience November 1996 - Present
Job Documentation Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS International 2007 - Present
UBS Wealth Management November 1996 - Present
Education
Berkeley College 2005 — 2010
UBS International 2007 - Present
UBS Wealth Management November 1996 - Present
Education
Berkeley College 2005 — 2010
Gabriella Dondero's UBS Wealth Management Experience June 2006 - October 2007
Job Sr. Technical Accountant at Verisk Analytics
Industry Accounting
Experience
Verisk Analytics February 2014 - Present
Verisk Analytics April 2012 - February 2014
Production Resource Group June 2010 - June 2012
J.H. Cohn LLP November 2007 - April 2009
UBS Wealth Management June 2006 - October 2007
Skills
Financial Reporting, SEC Financial Reporting, Accounting, US GAAP, Revenue Analysis, PeopleSoft, Revenue Recognition, Monthly Close Process, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Internal Controls, Variance Analysis, Financial Statements, GAAP, Auditing, Financial Accounting, Journal Entries, Financial Analysis, Accounts Payable, Accruals, Invoicing, Consolidation
Education
Bloomfield College 2010 — 2012
Master of Science, Accounting
Bloomfield College 2003 — 2007
Bachelor of Science, Accounting
Verisk Analytics February 2014 - Present
Verisk Analytics April 2012 - February 2014
Production Resource Group June 2010 - June 2012
J.H. Cohn LLP November 2007 - April 2009
UBS Wealth Management June 2006 - October 2007
Skills
Financial Reporting, SEC Financial Reporting, Accounting, US GAAP, Revenue Analysis, PeopleSoft, Revenue Recognition, Monthly Close Process, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Internal Controls, Variance Analysis, Financial Statements, GAAP, Auditing, Financial Accounting, Journal Entries, Financial Analysis, Accounts Payable, Accruals, Invoicing, Consolidation
Education
Bloomfield College 2010 — 2012
Master of Science, Accounting
Bloomfield College 2003 — 2007
Bachelor of Science, Accounting
Jessica Luccio's UBS Wealth Management Experience January 2011 - October 2012
Job Team Lead, Copilot Digital Hub at Turn
Industry Marketing and Advertising
Experience
Turn August 2015 - Present
Turn December 2013 - Present
UBS Private Wealth Management October 2012 - December 2013
UBS Wealth Management January 2011 - October 2012
UBS Wealth Management June 2010 - January 2011
UBS Wealth Management November 2009 - May 2010
Education
Boston College 2006 — 2010
B.S., Finance
Thayer Academy 2000 — 2006
Turn August 2015 - Present
Turn December 2013 - Present
UBS Private Wealth Management October 2012 - December 2013
UBS Wealth Management January 2011 - October 2012
UBS Wealth Management June 2010 - January 2011
UBS Wealth Management November 2009 - May 2010
Education
Boston College 2006 — 2010
B.S., Finance
Thayer Academy 2000 — 2006
Colvin Wong's UBS Wealth Management Experience April 1997 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 1997 - Present
Skills
Software Project..., Vendor Management, Wealth Management, Requirements Analysis, SDLC, IT Strategy, Asset Management, DB2, Portfolio Management, Fixed Income, Risk Management, Visio, Equities, CICS, Financial Services, Securities, Business Analysis, Series 7, Requirements Gathering, COBOL, Trading Systems, Change Management, Data Warehousing, Alternative Investments
Education
State University of New York at Binghamton 1979 — 1981
MBA, MSc, MIS and Systems Science
UBS Wealth Management April 1997 - Present
Skills
Software Project..., Vendor Management, Wealth Management, Requirements Analysis, SDLC, IT Strategy, Asset Management, DB2, Portfolio Management, Fixed Income, Risk Management, Visio, Equities, CICS, Financial Services, Securities, Business Analysis, Series 7, Requirements Gathering, COBOL, Trading Systems, Change Management, Data Warehousing, Alternative Investments
Education
State University of New York at Binghamton 1979 — 1981
MBA, MSc, MIS and Systems Science
Barry Donohue's UBS Wealth Management Experience May 1996 - November 2008
Job Vice President at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors May 2010 - Present
Liquidnet December 2008 - January 2010
UBS Wealth Management May 1996 - November 2008
Education
Boston College
B.A.
Allianz Global Investors May 2010 - Present
Liquidnet December 2008 - January 2010
UBS Wealth Management May 1996 - November 2008
Education
Boston College
B.A.
Jeyachitra Thirunavukkarasu's UBS Wealth Management Experience 2012 - Present
Job QA Manager at Infosys
Industry Information Technology and Services
Experience
Infosys 2012 - Present
UBS Wealth Management 2012 - Present
Bank of America Merrill Lynch 2009 - 2011
UBS Wealth Management 2005 - 2008
Infosys Technologies Ltd 2003 - 2008
Fidelity Investments 2003 - 2005
BitSoft Systems Inc 2002 - 2003
Tata Consultancy Services 2001 - 2002
Education
Madras University 1995 — 1999
B.E, Electronics and Communication
Bharathiar University
Masters in Engineering, Applied Electronics
Infosys 2012 - Present
UBS Wealth Management 2012 - Present
Bank of America Merrill Lynch 2009 - 2011
UBS Wealth Management 2005 - 2008
Infosys Technologies Ltd 2003 - 2008
Fidelity Investments 2003 - 2005
BitSoft Systems Inc 2002 - 2003
Tata Consultancy Services 2001 - 2002
Education
Madras University 1995 — 1999
B.E, Electronics and Communication
Bharathiar University
Masters in Engineering, Applied Electronics
Ellie Hession's UBS Wealth Management Experience May 2014 - Present
Job Advice and Investment Solutions Strategic Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
UBS Wealth Management August 2012 - Present
UBS Wealth Management June 2011 - August 2011
Hill Holliday September 2010 - December 2010
Cone June 2010 - August 2010
Skills
PowerPoint, Social Media, Microsoft Office, Investments, Microsoft Word, Marketing, Event Planning, Research, Facebook, Bloomberg, Valuation, Public Speaking, Social Networking, Social Media Marketing, Microsoft Excel
Education
Boston College 2008 — 2012
Noble and Greenough 2002 — 2008
UBS Wealth Management May 2014 - Present
UBS Wealth Management August 2012 - Present
UBS Wealth Management June 2011 - August 2011
Hill Holliday September 2010 - December 2010
Cone June 2010 - August 2010
Skills
PowerPoint, Social Media, Microsoft Office, Investments, Microsoft Word, Marketing, Event Planning, Research, Facebook, Bloomberg, Valuation, Public Speaking, Social Networking, Social Media Marketing, Microsoft Excel
Education
Boston College 2008 — 2012
Noble and Greenough 2002 — 2008
David S. Ramirez's UBS Wealth Management Experience July 2000 - February 2011
Job Senior Vice President at Merrill Lynch Wealth Management, CRPC®
Industry Financial Services
Experience
Merrill Lynch Wealth Management February 2011 - Present
UBS Wealth Management July 2000 - February 2011
Paine Webber January 1995 - July 2000
Kidder Peabody April 1992 - January 1995
Ramirez & Co. May 1988 - April 1992
Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Series 63, Mutual Funds, Bonds, Securities, Equities, Hedge Funds, Investment Strategies, ETFs, Investments
Education
Boston College 1984 — 1988
BA
Boston College - Carroll School of Management 1984 — 1988
BA
Don Bosco 1980 — 1984
Merrill Lynch Wealth Management February 2011 - Present
UBS Wealth Management July 2000 - February 2011
Paine Webber January 1995 - July 2000
Kidder Peabody April 1992 - January 1995
Ramirez & Co. May 1988 - April 1992
Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Series 63, Mutual Funds, Bonds, Securities, Equities, Hedge Funds, Investment Strategies, ETFs, Investments
Education
Boston College 1984 — 1988
BA
Boston College - Carroll School of Management 1984 — 1988
BA
Don Bosco 1980 — 1984
Cheryl Lewis-Sankar's UBS Wealth Management Experience 1998 - 2006
Job Program Manager at Citi
Industry
Experience
Citi April 2006 - Present
UBS Wealth Management 1998 - 2006
EMI Capital Music Group, NA September 1995 - November 1998
Ernst & Young J&M Management Consulting GmbH August 1992 - September 1995
Skills
PMP, Project Management, Business Transformation, Vendor Management, Vendor Contracts, Supplier Risk Management, Data Center, SDLC, Business Process..., ITIL Certified, IT Management, Business Analysis
Education
The George Washington University - School of Business
Master's Certificate in Project Management
Binghamton University - School of Management
MBA, International Business & Marketing
State University of New York at Binghamton
Bachelor's Degree, Economics
Borough of Manhattan Community College
Associate's Degree, Marketing
Citi April 2006 - Present
UBS Wealth Management 1998 - 2006
EMI Capital Music Group, NA September 1995 - November 1998
Ernst & Young J&M Management Consulting GmbH August 1992 - September 1995
Skills
PMP, Project Management, Business Transformation, Vendor Management, Vendor Contracts, Supplier Risk Management, Data Center, SDLC, Business Process..., ITIL Certified, IT Management, Business Analysis
Education
The George Washington University - School of Business
Master's Certificate in Project Management
Binghamton University - School of Management
MBA, International Business & Marketing
State University of New York at Binghamton
Bachelor's Degree, Economics
Borough of Manhattan Community College
Associate's Degree, Marketing
Derek Chan's UBS Wealth Management Experience August 1998 - October 2002
Job Managing Partner at MetLife
Industry Financial Services
Experience
MetLife May 2012 - Present
HSBC Securities October 2002 - May 2012
UBS Wealth Management August 1998 - October 2002
Morgan Stanley June 1996 - August 1998
Skills
Securities, Series 63, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Investments, Leadership, Insurance, Training, Employee Benefits, Project Management, Coaching, Portfolio Management, Series 65, Strategic Financial..., Series 24, Retirement, Fixed Annuities, Alternative Investments, Investment Advisory, Wealth Management..., Asset Allocation
Education
Binghamton University 1992 — 1996
BA, Economic / Finance
MetLife May 2012 - Present
HSBC Securities October 2002 - May 2012
UBS Wealth Management August 1998 - October 2002
Morgan Stanley June 1996 - August 1998
Skills
Securities, Series 63, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Investments, Leadership, Insurance, Training, Employee Benefits, Project Management, Coaching, Portfolio Management, Series 65, Strategic Financial..., Series 24, Retirement, Fixed Annuities, Alternative Investments, Investment Advisory, Wealth Management..., Asset Allocation
Education
Binghamton University 1992 — 1996
BA, Economic / Finance
Andrew Yiu's UBS Wealth Management Experience July 2008 - October 2013
Job Associate, IT Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
UBS Wealth Management July 2008 - October 2013
Skills
SDLC, Vendor Management, PMO, Visio, Project Management, Risk Management, Microsoft Office, Requirements Analysis, ITIL
Education
Binghamton University 2004 — 2008
Bachelor of Science, Management Information Systems
Herrick High School
JPMorgan Chase November 2013 - Present
UBS Wealth Management July 2008 - October 2013
Skills
SDLC, Vendor Management, PMO, Visio, Project Management, Risk Management, Microsoft Office, Requirements Analysis, ITIL
Education
Binghamton University 2004 — 2008
Bachelor of Science, Management Information Systems
Herrick High School
Tracy Wolcott's UBS Wealth Management Experience July 2007 - November 2008
Job Senior Consultant at Citi
Industry Information Technology and Services
Experience
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Stephen Noll, CFA's UBS Wealth Management Experience March 2004 - June 2006
Job Director Client Portfolio Manager at TIAACREF
Industry Investment Banking
Experience
TIAA-CREF October 2014 - Present
Deutsche Asset Management/DWS Investments June 2006 - October 2014
UBS Wealth Management March 2004 - June 2006
Deutsche Bank Securities September 1999 - March 2004
Skills
Equities, Portfolio Management, Mutual Funds, Asset Allocation, Investments, ETFs, Equity Research
Education
SUNY Binghamton 1987 — 1991
BS, Economics
TIAA-CREF October 2014 - Present
Deutsche Asset Management/DWS Investments June 2006 - October 2014
UBS Wealth Management March 2004 - June 2006
Deutsche Bank Securities September 1999 - March 2004
Skills
Equities, Portfolio Management, Mutual Funds, Asset Allocation, Investments, ETFs, Equity Research
Education
SUNY Binghamton 1987 — 1991
BS, Economics
Dionisio Small's UBS Wealth Management Experience 1989 - 2008
Job Operations Analyst
Industry Investment Banking
Experience
UBS Investment Bank June 1989 - May 2008
UBS Wealth Management 1989 - 2008
UBS Wealth Management 1989 - 2008
Skills
Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets, Equity Derivatives, Trading, Swaps, Valuation, Bonds, Trading Systems, Corporate Finance, Securities, Securities Lending, Treasury, Bloomberg, Hedge Funds, Portfolio Management
Education
Borough of Manhattan Community College 1989 — 1993
Business Management
George W. Wingate HS 1984 — 1987
Business
UBS Investment Bank June 1989 - May 2008
UBS Wealth Management 1989 - 2008
UBS Wealth Management 1989 - 2008
Skills
Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets, Equity Derivatives, Trading, Swaps, Valuation, Bonds, Trading Systems, Corporate Finance, Securities, Securities Lending, Treasury, Bloomberg, Hedge Funds, Portfolio Management
Education
Borough of Manhattan Community College 1989 — 1993
Business Management
George W. Wingate HS 1984 — 1987
Business
Jossy Thomas's UBS Wealth Management Experience July 2007 - August 2011
Job Business Analyst Finance at First Bank
Industry Information Technology and Services
Experience
First Bank June 2014 - Present
Hertz March 2013 - June 2014
Investors Savings Bank August 2011 - March 2013
UBS Wealth Management July 2007 - August 2011
Skills
Financial Reporting, Business Analysis, Business Process..., Report Writing, Process Improvement..., Financial System..., User Acceptance Testing, Functional..., Systems Analysis, Database Design, Software Documentation, Crystal Reports, Process Improvement, Analysis, Business Requirements, VBA, Data Analysis, Requirements Gathering, Data Mining, Data Modeling, SharePoint, Visio, Data Migration, SDLC, Databases, Banking, Business Process, Finance, Excel Services, Prologue, Financial Analysis, Financial Statements, Business Objects
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), International Business, 3.4
Bloomfield College 2003 — 2006
Bachelor's degree, Finance, 3.4
The College of Westchester 2000 — 2002
Associate of Science (A.S.), Computer Science
First Bank June 2014 - Present
Hertz March 2013 - June 2014
Investors Savings Bank August 2011 - March 2013
UBS Wealth Management July 2007 - August 2011
Skills
Financial Reporting, Business Analysis, Business Process..., Report Writing, Process Improvement..., Financial System..., User Acceptance Testing, Functional..., Systems Analysis, Database Design, Software Documentation, Crystal Reports, Process Improvement, Analysis, Business Requirements, VBA, Data Analysis, Requirements Gathering, Data Mining, Data Modeling, SharePoint, Visio, Data Migration, SDLC, Databases, Banking, Business Process, Finance, Excel Services, Prologue, Financial Analysis, Financial Statements, Business Objects
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), International Business, 3.4
Bloomfield College 2003 — 2006
Bachelor's degree, Finance, 3.4
The College of Westchester 2000 — 2002
Associate of Science (A.S.), Computer Science
Monica Valdes's UBS Wealth Management Experience August 2015 - Present
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
Banco General June 2014 - July 2014
MetroBank, S.A. July 2013 - August 2013
Costa Kids Pre-School March 2012 - December 2012
Academic Tutor September 2011 - December 2011
Education
Bentley University 2013 — 2015
Bachelor of Science (B.S.), Finance, General
Florida State University 2011 — 2012
UBS Wealth Management August 2015 - Present
Banco General June 2014 - July 2014
MetroBank, S.A. July 2013 - August 2013
Costa Kids Pre-School March 2012 - December 2012
Academic Tutor September 2011 - December 2011
Education
Bentley University 2013 — 2015
Bachelor of Science (B.S.), Finance, General
Florida State University 2011 — 2012
Agnes Huang's UBS Wealth Management Experience June 2014 - August 2014
Job Student at State University of New York at Binghamton
Industry
Experience
UBS Wealth Management June 2014 - August 2014
Private Tutor August 2013 - July 2014
F&G Cutting, Inc. June 2013 - January 2014
BRAVO (Brooklyn Asian Voice Organization) July 2011 - August 2013
JLYAT (John Liu Youth Action Team) July 2011 - September 2011
One Step Ahead Learning Center November 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Mathematics, Community Service, Critical Thinking, Research, Event Planning
Education
State University of New York at Binghamton 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Math
Brooklyn Technical High School 2008 — 2012
Advanced Regents Diploma, Mathematics Major
UBS Wealth Management June 2014 - August 2014
Private Tutor August 2013 - July 2014
F&G Cutting, Inc. June 2013 - January 2014
BRAVO (Brooklyn Asian Voice Organization) July 2011 - August 2013
JLYAT (John Liu Youth Action Team) July 2011 - September 2011
One Step Ahead Learning Center November 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Mathematics, Community Service, Critical Thinking, Research, Event Planning
Education
State University of New York at Binghamton 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Math
Brooklyn Technical High School 2008 — 2012
Advanced Regents Diploma, Mathematics Major