UBS Wealth Management
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5,822 UBS Wealth Management employees in database. Find out everything there's to know about UBS Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Wealth Management Employees
Employee
Years
Job
Industry
Michelle San Luis Michelle San Luis's UBS Wealth Management Experience May 2014 - September 2014
Job Student at Boston University
Industry Higher Education
Experience
Boston University Admissions Office January 2015 - Present
Boston University Questrom School of Business January 2015 - Present
Boston University Housing September 2014 - Present
Boston University Computer Science Department August 2014 - Present
UBS Wealth Management May 2014 - September 2014
Elizabeth Mott May 2014 - September 2014
Drop Messages App March 2014 - September 2014
Max's of Manila June 2012 - August 2013
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Event Planning, Data Analysis, Facebook
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration
Punahou School 2004 — 2013
High School Diploma
Boston University Admissions Office January 2015 - Present
Boston University Questrom School of Business January 2015 - Present
Boston University Housing September 2014 - Present
Boston University Computer Science Department August 2014 - Present
UBS Wealth Management May 2014 - September 2014
Elizabeth Mott May 2014 - September 2014
Drop Messages App March 2014 - September 2014
Max's of Manila June 2012 - August 2013
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Event Planning, Data Analysis, Facebook
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration
Punahou School 2004 — 2013
High School Diploma
Michael Corliss Michael Corliss's UBS Wealth Management Experience September 2003 - May 2006
Job Senior Vice President, US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Managment October 2013 - Present
SVB Private Bank, a division of Silicon Valley Bank June 2010 - October 2013
Morgan Stanley - Global Wealth Management September 2006 - July 2009
UBS Wealth Management September 2003 - May 2006
Fleet Bank (Bank of America) June 1999 - February 2003
Liberty Mutual June 1998 - June 1999
Prudential Securities August 1991 - November 1996
Shearson Lehman Brothers May 1990 - August 1991
Skills
Private Banking, Banking, Wealth Management, Financial Services, Business Strategy, Business Development, LBO, Investment Banking, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Financial Structuring, Mortgage Lending, Credit, Finance, Risk Management, Portfolio Management, Investments, Corporate Finance
Education
Boston University Graduate School of Management 1996 — 1998
MBA, Finance with Honors
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
US Trust, Bank of America Private Wealth Managment October 2013 - Present
SVB Private Bank, a division of Silicon Valley Bank June 2010 - October 2013
Morgan Stanley - Global Wealth Management September 2006 - July 2009
UBS Wealth Management September 2003 - May 2006
Fleet Bank (Bank of America) June 1999 - February 2003
Liberty Mutual June 1998 - June 1999
Prudential Securities August 1991 - November 1996
Shearson Lehman Brothers May 1990 - August 1991
Skills
Private Banking, Banking, Wealth Management, Financial Services, Business Strategy, Business Development, LBO, Investment Banking, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Financial Structuring, Mortgage Lending, Credit, Finance, Risk Management, Portfolio Management, Investments, Corporate Finance
Education
Boston University Graduate School of Management 1996 — 1998
MBA, Finance with Honors
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Kenneth J. Reilly Kenneth J. Reilly's UBS Wealth Management Experience December 2008 - Present
Job Vice PresidentWealth Management at UBS Financial Services, Certified Wealth Strategist
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
CentraState Healthcare Foundation 2013 - 2013
Charity Cleaners, LLC November 2007 - September 2012
Morgan Stanley December 1998 - December 2008
Oppenheimer & Co. Inc. 1991 - 1998
Skills
Asset Management, Investments, Series 7, Wealth Management, Series 63, Securities, Retirement Planning, Alternative Investments, Mutual Funds
Education
Boston University
Master of Science-Banking and Financial Services Management
CUNY-Brooklyn College 1983 — 1985
Bachelor of Arts, Political Science
City University of New York-Brooklyn College 1981 — 1985
Bachelor of Arts, Political Science
John Dewey High School 1978 — 1981
UBS Wealth Management December 2008 - Present
CentraState Healthcare Foundation 2013 - 2013
Charity Cleaners, LLC November 2007 - September 2012
Morgan Stanley December 1998 - December 2008
Oppenheimer & Co. Inc. 1991 - 1998
Skills
Asset Management, Investments, Series 7, Wealth Management, Series 63, Securities, Retirement Planning, Alternative Investments, Mutual Funds
Education
Boston University
Master of Science-Banking and Financial Services Management
CUNY-Brooklyn College 1983 — 1985
Bachelor of Arts, Political Science
City University of New York-Brooklyn College 1981 — 1985
Bachelor of Arts, Political Science
John Dewey High School 1978 — 1981
Rebecca Zirman's UBS Wealth Management Experience January 2009 - June 2011
Job Manager, Web Channel at E*TRADE Financial
Industry Banking
Experience
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
Delia Ke's UBS Wealth Management Experience June 2009 - August 2009
Job Student at University of Southern California
Industry Higher Education
Experience
Chiquita July 2011 - September 2011
AdChina June 2011 - July 2011
Motorola Mobility May 2010 - September 2010
UBS Wealth Management June 2009 - August 2009
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Translation
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Boston University - School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Chiquita July 2011 - September 2011
AdChina June 2011 - July 2011
Motorola Mobility May 2010 - September 2010
UBS Wealth Management June 2009 - August 2009
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Translation
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Boston University - School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Katie Morin's UBS Wealth Management Experience October 2010 - April 2012
Job Director of Marketing & Communications at Marymount High School
Industry Marketing and Advertising
Experience
Marymount High School July 2014 - Present
Marymount High School August 2013 - June 2014
Kelton April 2012 - August 2013
UBS Wealth Management October 2010 - April 2012
UBS Wealth Management July 2009 - September 2010
Education
Boston College - Carroll School of Management 2005 — 2009
Bachelor of Arts (B.A.), Marketing and Finance, Dean's List
Marymount High School July 2014 - Present
Marymount High School August 2013 - June 2014
Kelton April 2012 - August 2013
UBS Wealth Management October 2010 - April 2012
UBS Wealth Management July 2009 - September 2010
Education
Boston College - Carroll School of Management 2005 — 2009
Bachelor of Arts (B.A.), Marketing and Finance, Dean's List
Anna Jeter's UBS Wealth Management Experience January 2008 - October 2008
Job Project Manager Sales Commercial Partners EMEA at QIAGEN
Industry Biotechnology
Experience
QIAGEN September 2013 - Present
AmniSure International LLC, a QIAGEN company January 2013 - September 2013
AmniSure International LLC January 2012 - January 2013
AmniSure International LLC April 2011 - January 2012
AmniSure International LLC April 2010 - May 2011
State Street May 2009 - April 2010
Credit Suisse October 2008 - May 2009
UBS Wealth Management January 2008 - October 2008
Fidelity Investments June 2008 - August 2008
JMU Law Firm June 2007 - July 2007
Skills
International Management, International Business, Product Marketing, Russian, Medical Devices, Competitive Analysis, Business Strategy, Market Research, Business Development, Product Development, Healthcare, Sales Management, New Business Development, Start-ups, Marketing Strategy, Product Launch, Product Management, Strategic Planning, Cross-functional Team..., Business Planning, Negotiation, CRM, Market Analysis, Forecasting, Strategy, Sales, Clinical Research
Education
Boston University 2005 — 2009
Business Administration, Finance and International Management
Boston University - School of Management 2005 — 2009
BS, International Management and Finance
QIAGEN September 2013 - Present
AmniSure International LLC, a QIAGEN company January 2013 - September 2013
AmniSure International LLC January 2012 - January 2013
AmniSure International LLC April 2011 - January 2012
AmniSure International LLC April 2010 - May 2011
State Street May 2009 - April 2010
Credit Suisse October 2008 - May 2009
UBS Wealth Management January 2008 - October 2008
Fidelity Investments June 2008 - August 2008
JMU Law Firm June 2007 - July 2007
Skills
International Management, International Business, Product Marketing, Russian, Medical Devices, Competitive Analysis, Business Strategy, Market Research, Business Development, Product Development, Healthcare, Sales Management, New Business Development, Start-ups, Marketing Strategy, Product Launch, Product Management, Strategic Planning, Cross-functional Team..., Business Planning, Negotiation, CRM, Market Analysis, Forecasting, Strategy, Sales, Clinical Research
Education
Boston University 2005 — 2009
Business Administration, Finance and International Management
Boston University - School of Management 2005 — 2009
BS, International Management and Finance
Frank Hewitt Frank Hewitt's UBS Wealth Management Experience August 2007 - October 2009
Job Designer at hewitt by design
Industry Marketing and Advertising
Experience
hewitt by design May 2015 - Present
InvestEd Consulting June 2014 - Present
Classy.org January 2013 - June 2014
Morgan Stanley October 2009 - February 2012
UBS Wealth Management August 2007 - October 2009
Street Scene / Rob Hagey Productions, Inc. March 2001 - May 2007
ANZ June 2000 - November 2000
Skills
Brand Awareness, Marketing, Web Design, Logo Design, Sales, Event Management, Strategic Partnerships, Web Development, Sponsorship, Retirement Planning, Series 7, Mutual Funds, Business Development, Interpersonal Skill, Communication, Negotiation, Investment Strategies, Non-profits, Wealth Management, Financial Analysis, Investment Advisory, IRAs, Social Media Marketing, Financial Services, Strategic Financial..., Fixed Annuities, Asset Allocation, Film Editing, Investments, Nonprofits, Digital Marketing, Direct Sales, InDesign, Photoshop, Lightroom, Salesforce.com, Graphic Design
Education
UCSD Extension 2012 — 2014
Professional Business Management Certificate - Marketing
San Diego State University-California State University 2010 — 2011
Executive Financial Planner Advanced Certificate Program
Boston University 1996 — 2000
Bachelor's Degree, Communication, General
New York University 1999 — 1999
Business
hewitt by design May 2015 - Present
InvestEd Consulting June 2014 - Present
Classy.org January 2013 - June 2014
Morgan Stanley October 2009 - February 2012
UBS Wealth Management August 2007 - October 2009
Street Scene / Rob Hagey Productions, Inc. March 2001 - May 2007
ANZ June 2000 - November 2000
Skills
Brand Awareness, Marketing, Web Design, Logo Design, Sales, Event Management, Strategic Partnerships, Web Development, Sponsorship, Retirement Planning, Series 7, Mutual Funds, Business Development, Interpersonal Skill, Communication, Negotiation, Investment Strategies, Non-profits, Wealth Management, Financial Analysis, Investment Advisory, IRAs, Social Media Marketing, Financial Services, Strategic Financial..., Fixed Annuities, Asset Allocation, Film Editing, Investments, Nonprofits, Digital Marketing, Direct Sales, InDesign, Photoshop, Lightroom, Salesforce.com, Graphic Design
Education
UCSD Extension 2012 — 2014
Professional Business Management Certificate - Marketing
San Diego State University-California State University 2010 — 2011
Executive Financial Planner Advanced Certificate Program
Boston University 1996 — 2000
Bachelor's Degree, Communication, General
New York University 1999 — 1999
Business
Scott Rickman Scott Rickman's UBS Wealth Management Experience June 2004 - January 2006
Job Vice President, Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. September 2014 - Present
Fidelity Investments February 2012 - April 2014
Merrill Lynch January 2006 - December 2010
UBS Wealth Management June 2004 - January 2006
Rabobank October 1997 - December 2001
PricewaterhouseCoopers Limited September 1994 - September 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Miami 1993 — 1995
MST, Taxation
Boston University - School of Management 1989 — 1993
BSBA, Business
Choate Rosemary Hall
JP Morgan Chase Bank, N.A. September 2014 - Present
Fidelity Investments February 2012 - April 2014
Merrill Lynch January 2006 - December 2010
UBS Wealth Management June 2004 - January 2006
Rabobank October 1997 - December 2001
PricewaterhouseCoopers Limited September 1994 - September 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Miami 1993 — 1995
MST, Taxation
Boston University - School of Management 1989 — 1993
BSBA, Business
Choate Rosemary Hall
Christian Frazier's UBS Wealth Management Experience June 2010 - August 2010
Job Student Advocate at Harvard Law School Transactional Law Clinics
Industry Legal Services
Experience
Harvard Law School Transactional Law Clinics September 2015 - Present
U.S. Securities and Exchange Commission May 2015 - Present
Harvard Law School August 2014 - Present
Duff & Phelps February 2013 - July 2014
Duff & Phelps July 2011 - February 2013
Boston University College of Arts and Sciences September 2007 - May 2011
UBS Wealth Management June 2010 - August 2010
Almeida Capital June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Enterprise Valuation, Equity Valuation, Intangible Asset..., Corporate Finance, Purchase Price..., Goodwill Impairment..., Microsoft Excel, S&P Capital IQ, Intangible Assets
Education
Boston University - College of Arts and Sciences 2007 — 2011
BA, American History
Boston University - School of Management 2007 — 2011
BS, Business Administration, Concentration in Finance
Weymouth High School 2003 — 2007
Harvard Law School Transactional Law Clinics September 2015 - Present
U.S. Securities and Exchange Commission May 2015 - Present
Harvard Law School August 2014 - Present
Duff & Phelps February 2013 - July 2014
Duff & Phelps July 2011 - February 2013
Boston University College of Arts and Sciences September 2007 - May 2011
UBS Wealth Management June 2010 - August 2010
Almeida Capital June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Enterprise Valuation, Equity Valuation, Intangible Asset..., Corporate Finance, Purchase Price..., Goodwill Impairment..., Microsoft Excel, S&P Capital IQ, Intangible Assets
Education
Boston University - College of Arts and Sciences 2007 — 2011
BA, American History
Boston University - School of Management 2007 — 2011
BS, Business Administration, Concentration in Finance
Weymouth High School 2003 — 2007
Matthew Mulcahy's UBS Wealth Management Experience July 2012 - August 2012
Job Student at Boston College
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Mac OS X
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Finance, Senior
Delbarton School 2006 — 2010
Bank of America Merrill Lynch June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Mac OS X
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Finance, Senior
Delbarton School 2006 — 2010
Gregory Holman's UBS Wealth Management Experience June 2010 - August 2010
Job Student at Boston University
Industry Higher Education
Experience
Global Investment Renewable November 2010 - May 2015
First New York Securities May 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Capital IQ, Financial Analysis, Valuation, Social Media, Equities, Bloomberg Terminal, Financial Modeling
Education
Boston University 2015 — 2018
Master’s Degree, Mechanical Engineering
Fordham University 2008 — 2012
B.S., Finance
Don Bosco
Don Bosco
Global Investment Renewable November 2010 - May 2015
First New York Securities May 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Capital IQ, Financial Analysis, Valuation, Social Media, Equities, Bloomberg Terminal, Financial Modeling
Education
Boston University 2015 — 2018
Master’s Degree, Mechanical Engineering
Fordham University 2008 — 2012
B.S., Finance
Don Bosco
Don Bosco
Eric N. Brook, CPWA® Eric N. Brook, CPWA®'s UBS Wealth Management Experience July 2007 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Wealth Management July 2007 - Present
American Express Bank 1999 - 2007
American Express Bank International 1996 - 1999
Citibank International 1994 - 1996
Citibank International 1993 - 1994
Skills
Wealth Management, Series 7, Series 66, Series 63, Wealth Management..., Life & Health Insurance..., Private Banking, Alternative Investments, Portfolio Management, Investments, Banking, Asset Allocation, Securities, Equities, Fixed Income, Financial Services, Financial Advisory, Structured Products, Bonds, High Net Worth..., Wealth, Asset Management, Hedge Funds, Options, Mutual Funds, Separately Managed..., AML, Equity Trading, Fund Of Funds
Education
Boston University
Bachelor's degree
The University of Chicago Booth School of Business
Certificate, Wealth Management
University of South Florida
International Studies
UBS Wealth Management July 2007 - Present
American Express Bank 1999 - 2007
American Express Bank International 1996 - 1999
Citibank International 1994 - 1996
Citibank International 1993 - 1994
Skills
Wealth Management, Series 7, Series 66, Series 63, Wealth Management..., Life & Health Insurance..., Private Banking, Alternative Investments, Portfolio Management, Investments, Banking, Asset Allocation, Securities, Equities, Fixed Income, Financial Services, Financial Advisory, Structured Products, Bonds, High Net Worth..., Wealth, Asset Management, Hedge Funds, Options, Mutual Funds, Separately Managed..., AML, Equity Trading, Fund Of Funds
Education
Boston University
Bachelor's degree
The University of Chicago Booth School of Business
Certificate, Wealth Management
University of South Florida
International Studies
Michael Zappala Michael Zappala's UBS Wealth Management Experience April 2011 - October 2011
Job Associate at Tengram Capital Partners
Industry Financial Services
Experience
Tengram Capital Partners August 2015 - Present
CCMP Capital July 2014 - July 2015
CCMP Capital July 2012 - July 2014
UBS Wealth Management April 2011 - October 2011
Skills
Valuation, Financial Modeling, Bloomberg, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Investments, Equities, Due Diligence, Capital Markets, LBO, Alternative Investments, Hedge Funds, Portfolio Management, Mergers & Acquisitions
Education
Boston College - Carroll School of Management 2008 — 2012
BS, Finance
Universitat Pompeu Fabra 2010 — 2010
Economics
Central Catholic High School 2004 — 2008
Tengram Capital Partners August 2015 - Present
CCMP Capital July 2014 - July 2015
CCMP Capital July 2012 - July 2014
UBS Wealth Management April 2011 - October 2011
Skills
Valuation, Financial Modeling, Bloomberg, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Investments, Equities, Due Diligence, Capital Markets, LBO, Alternative Investments, Hedge Funds, Portfolio Management, Mergers & Acquisitions
Education
Boston College - Carroll School of Management 2008 — 2012
BS, Finance
Universitat Pompeu Fabra 2010 — 2010
Economics
Central Catholic High School 2004 — 2008
Cody Conwell's UBS Wealth Management Experience June 2010 - May 2011
Job Law Student at Michigan Law
Industry Financial Services
Experience
Alvarez & Marsal May 2013 - August 2015
Calusa National Bank June 2012 - August 2012
GE Corporate June 2011 - May 2012
UBS Wealth Management June 2010 - May 2011
Skills
Financial Analysis, Investments, Banking, Corporate Finance, Due Diligence, Economics, Capital Markets, Portfolio Management, Microsoft Office, PowerPoint, Leadership, Public Speaking, Finance, Econometrics, Bloomberg, Microsoft Excel
Education
University of Michigan Law School 2015 — 2018
Doctor of Law (J.D.)
Boston University 2012 — 2013
Master of Arts (M.A.), Economics
Florida Gulf Coast University 2008 — 2012
Bachelor of Science (B.S.), Finance
Alvarez & Marsal May 2013 - August 2015
Calusa National Bank June 2012 - August 2012
GE Corporate June 2011 - May 2012
UBS Wealth Management June 2010 - May 2011
Skills
Financial Analysis, Investments, Banking, Corporate Finance, Due Diligence, Economics, Capital Markets, Portfolio Management, Microsoft Office, PowerPoint, Leadership, Public Speaking, Finance, Econometrics, Bloomberg, Microsoft Excel
Education
University of Michigan Law School 2015 — 2018
Doctor of Law (J.D.)
Boston University 2012 — 2013
Master of Arts (M.A.), Economics
Florida Gulf Coast University 2008 — 2012
Bachelor of Science (B.S.), Finance
Brian Kenny's UBS Wealth Management Experience January 2012 - June 2012
Job Project Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Mark E. Taylor, CFP® Mark E. Taylor, CFP®'s UBS Wealth Management Experience 2000 - 2001
Job Vice President
Industry Financial Services
Experience
SunTrust June 2007 - Present
Charles Schwab 2006 - 2007
John Hancock 2001 - 2006
UBS Wealth Management 2000 - 2001
State Street 1999 - 2000
Education
Boston University 2003 — 2005
Financial Planning
University of Massachusetts at Lowell 1994 — 1998
BS
north middlesex
north middlesex
SunTrust June 2007 - Present
Charles Schwab 2006 - 2007
John Hancock 2001 - 2006
UBS Wealth Management 2000 - 2001
State Street 1999 - 2000
Education
Boston University 2003 — 2005
Financial Planning
University of Massachusetts at Lowell 1994 — 1998
BS
north middlesex
north middlesex
Angelique Nayman's UBS Wealth Management Experience April 2009 - October 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2010 - Present
UBS Wealth Management April 2009 - October 2010
UBS Wealth Management July 2007 - April 2009
Skills
Project Management, Banking, PMO, Leadership, Fixed Income, Equities, Financial Services, Asset Managment, Business Analysis, Portfolio Management, SDLC, Capital Markets, Trading, Strategy, Management, Risk Management, Finance, Investment Banking, Derivatives, Trading Systems, Securities, Asset Management, Business Process
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration; Marketing and Entrepreneurship
Goldman Sachs October 2010 - Present
UBS Wealth Management April 2009 - October 2010
UBS Wealth Management July 2007 - April 2009
Skills
Project Management, Banking, PMO, Leadership, Fixed Income, Equities, Financial Services, Asset Managment, Business Analysis, Portfolio Management, SDLC, Capital Markets, Trading, Strategy, Management, Risk Management, Finance, Investment Banking, Derivatives, Trading Systems, Securities, Asset Management, Business Process
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration; Marketing and Entrepreneurship
W. Alejandro Polanco W. Alejandro Polanco's UBS Wealth Management Experience March 2003 - April 2005
Job Mobile & Web Engagement Products | Celebrity Cruises
Industry Marketing and Advertising
Experience
Celebrity Cruises, Inc. January 2014 - Present
NuvaGlobal, LLC October 2013 - Present
ProductCamp South Florida December 2012 - Present
Arise Virtual Solutions Inc. October 2011 - December 2012
Q Interactive June 2010 - October 2011
AOL Advertising October 2008 - June 2010
Fidelity National Information Services August 2006 - April 2008
Merrill Lynch April 2005 - September 2006
UBS Wealth Management March 2003 - April 2005
Merrill Lynch March 1999 - March 2003
Skills
RUP, Product Management, Web Analytics, Cross-functional Team..., Vendor Management, Business Analysis, Product Development, Agile Methodologies, Software Developement..., Project Management, E-commerce, Competitive Analysis, Strategic Planning, Process Improvement, Marketing Strategy, Online Advertising, Entrepreneurship, SDLC, Mobile Devices, Software Development, Business Development, Advertising, Analytics, Strategy, Online Marketing, Enterprise Software, Digital Marketing, Email Marketing, Management, Team Building, Program Management, E-commerce SEO, SEO, Team Management, Product Marketing, Team Leadership, Business Strategy, Leadership, Marketing, User Experience, Strategic Partnerships, CRM, Start-ups, Go-to-market Strategy, SaaS, Scrum, Enterprise Architecture, SEM, Lead Generation, Business Intelligence
Education
Boston University 2007 — 2008
Master Product Marketing and Management, Technical Product Management
University of Phoenix at Jersey City 2002 — 2004
MBA, Technology Mgmt, Business Process Re-Engineering
University of Massachusetts Lowell 1994 — 1999
BSBA, Finance & Marketing
Celebrity Cruises, Inc. January 2014 - Present
NuvaGlobal, LLC October 2013 - Present
ProductCamp South Florida December 2012 - Present
Arise Virtual Solutions Inc. October 2011 - December 2012
Q Interactive June 2010 - October 2011
AOL Advertising October 2008 - June 2010
Fidelity National Information Services August 2006 - April 2008
Merrill Lynch April 2005 - September 2006
UBS Wealth Management March 2003 - April 2005
Merrill Lynch March 1999 - March 2003
Skills
RUP, Product Management, Web Analytics, Cross-functional Team..., Vendor Management, Business Analysis, Product Development, Agile Methodologies, Software Developement..., Project Management, E-commerce, Competitive Analysis, Strategic Planning, Process Improvement, Marketing Strategy, Online Advertising, Entrepreneurship, SDLC, Mobile Devices, Software Development, Business Development, Advertising, Analytics, Strategy, Online Marketing, Enterprise Software, Digital Marketing, Email Marketing, Management, Team Building, Program Management, E-commerce SEO, SEO, Team Management, Product Marketing, Team Leadership, Business Strategy, Leadership, Marketing, User Experience, Strategic Partnerships, CRM, Start-ups, Go-to-market Strategy, SaaS, Scrum, Enterprise Architecture, SEM, Lead Generation, Business Intelligence
Education
Boston University 2007 — 2008
Master Product Marketing and Management, Technical Product Management
University of Phoenix at Jersey City 2002 — 2004
MBA, Technology Mgmt, Business Process Re-Engineering
University of Massachusetts Lowell 1994 — 1999
BSBA, Finance & Marketing
Hayden Hawks-Mayer's UBS Wealth Management Experience June 2013 - August 2013
Job Financial Consultant at EY
Industry Financial Services
Experience
EY May 2014 - Present
KP Performance Solutions, LLC December 2013 - February 2014
UBS Wealth Management June 2013 - August 2013
Town of Belmont January 2007 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Accounting, Research, Corporate Finance, Valuation, Public Speaking, Finance, Social Networking
Education
Boston College - Carroll School of Management 2011 — 2014
BS, Finance, Senior
Belmont High School 2006 — 2010
High School Diploma
EY May 2014 - Present
KP Performance Solutions, LLC December 2013 - February 2014
UBS Wealth Management June 2013 - August 2013
Town of Belmont January 2007 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Accounting, Research, Corporate Finance, Valuation, Public Speaking, Finance, Social Networking
Education
Boston College - Carroll School of Management 2011 — 2014
BS, Finance, Senior
Belmont High School 2006 — 2010
High School Diploma
Jasmine Watson Jasmine Watson's UBS Wealth Management Experience December 2008 - October 2009
Job Research Assistant (Intern) at Roger Williams Medical Center
Industry Biotechnology
Experience
David's Bridal December 2014 - July 2015
Victoria's Secret January 2010 - July 2014
Roger Williams Medical Center September 2012 - January 2013
UBS Wealth Management December 2008 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Biotechnology, Administrative..., Medical Terminology, Windows, Mac, Laboratory Skills
Education
Boston University 2010 — 2013
Bachelor's degree of Science, Biomedical Laboratory and Clinical Sciences
Tufts University
David's Bridal December 2014 - July 2015
Victoria's Secret January 2010 - July 2014
Roger Williams Medical Center September 2012 - January 2013
UBS Wealth Management December 2008 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Biotechnology, Administrative..., Medical Terminology, Windows, Mac, Laboratory Skills
Education
Boston University 2010 — 2013
Bachelor's degree of Science, Biomedical Laboratory and Clinical Sciences
Tufts University
Valerie L. White's UBS Wealth Management Experience 2007 - March 2010
Job Program Management Executive
Industry Information Technology and Services
Experience
Chubb January 2011 - January 2014
UBS Wealth Management 2007 - March 2010
UBS Wealth Management 2005 - 2007
CSC August 1997 - April 2005
Skills
PMO, Business Process..., People Development, SDLC, Project Portfolio..., IT Strategy, Program Management, Vendor Management, Business Analysis, Offshoring, Outsourcing, Business Process..., Business Transformation, PMP, Change Management, Financial Services, Project Management, Process Improvement, Software Development, Strategy, Leadership, Business Development, Management Consulting, Portfolio Management, Integration, Cross-functional Team..., Risk Management, Management, Software Project..., Service Delivery, IT Management, Enterprise Software, Stakeholder Management, Enterprise Architecture, Governance, Business Process, Project Delivery, Organizational..., CRM, Resource Management, Strategic Planning, Requirements Gathering, Information Technology, Business Requirements, Operations Management, Consulting
Education
Boston University Questrom School of Business 1984 — 1987
MBA, Organizational Behaviour, Consumer Marketing, Operations Mgt
Fachhochschule Hamburg, Germany- Psychology / Social Work 1980 — 1984
B.S., Psychology / Social Work
Chubb January 2011 - January 2014
UBS Wealth Management 2007 - March 2010
UBS Wealth Management 2005 - 2007
CSC August 1997 - April 2005
Skills
PMO, Business Process..., People Development, SDLC, Project Portfolio..., IT Strategy, Program Management, Vendor Management, Business Analysis, Offshoring, Outsourcing, Business Process..., Business Transformation, PMP, Change Management, Financial Services, Project Management, Process Improvement, Software Development, Strategy, Leadership, Business Development, Management Consulting, Portfolio Management, Integration, Cross-functional Team..., Risk Management, Management, Software Project..., Service Delivery, IT Management, Enterprise Software, Stakeholder Management, Enterprise Architecture, Governance, Business Process, Project Delivery, Organizational..., CRM, Resource Management, Strategic Planning, Requirements Gathering, Information Technology, Business Requirements, Operations Management, Consulting
Education
Boston University Questrom School of Business 1984 — 1987
MBA, Organizational Behaviour, Consumer Marketing, Operations Mgt
Fachhochschule Hamburg, Germany- Psychology / Social Work 1980 — 1984
B.S., Psychology / Social Work
Chris Ogorzalek's UBS Wealth Management Experience 2008 - 2008
Job Associate System Engineer at EMC
Industry Information Technology and Services
Experience
EMC July 2013 - Present
UBS Investment Bank July 2009 - July 2013
Boston University January 2007 - May 2009
UBS Wealth Management 2008 - 2008
Boston University January 2006 - January 2007
Skills
Netbackup, Solaris, Veritas Cluster Server, StorageTek, Storage Architecture, Enterprise Storage, Tape Libraries, Java, Microprocessors, Web Applications, PowerPoint, Excel, Red Hat Linux, System Administration, Home Improvement, Technical Presentations, Risk Management, Critical Thinking, Efficiency Improvement, Storage Consolidation, Disaster Recovery, Windows Server, Microsoft Excel, Windows, Enterprise Software, EMC Storage, Troubleshooting
Education
Boston University 2005 — 2009
Bachelor of Science, Electrical and Computer Engineering
Kingswood-Oxford High 2003 — 2005
GED, n/a
EMC July 2013 - Present
UBS Investment Bank July 2009 - July 2013
Boston University January 2007 - May 2009
UBS Wealth Management 2008 - 2008
Boston University January 2006 - January 2007
Skills
Netbackup, Solaris, Veritas Cluster Server, StorageTek, Storage Architecture, Enterprise Storage, Tape Libraries, Java, Microprocessors, Web Applications, PowerPoint, Excel, Red Hat Linux, System Administration, Home Improvement, Technical Presentations, Risk Management, Critical Thinking, Efficiency Improvement, Storage Consolidation, Disaster Recovery, Windows Server, Microsoft Excel, Windows, Enterprise Software, EMC Storage, Troubleshooting
Education
Boston University 2005 — 2009
Bachelor of Science, Electrical and Computer Engineering
Kingswood-Oxford High 2003 — 2005
GED, n/a
Carolyn Arida's UBS Wealth Management Experience January 2008 - May 2008
Job Vice President at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services July 2015 - Present
GE Energy Financial Services June 2014 - July 2015
Atlantic Power Corporation May 2012 - June 2014
GE Energy Financial Services July 2009 - May 2012
Boston University School of Management September 2007 - May 2009
GE Energy Financial Services June 2008 - August 2008
UBS Wealth Management January 2008 - May 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Underwriting, Energy, Project Management, Strategy, Renewable Energy, Restructuring, Valuation, Mergers & Acquisitions, Due Diligence, Financial Risk, Project Finance, Corporate Finance
Education
Boston University Graduate School of Management
Boston University - School of Management
BSBA, Business Management - Finance
Boston University
BA, Economics
GE Energy Financial Services July 2015 - Present
GE Energy Financial Services June 2014 - July 2015
Atlantic Power Corporation May 2012 - June 2014
GE Energy Financial Services July 2009 - May 2012
Boston University School of Management September 2007 - May 2009
GE Energy Financial Services June 2008 - August 2008
UBS Wealth Management January 2008 - May 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Underwriting, Energy, Project Management, Strategy, Renewable Energy, Restructuring, Valuation, Mergers & Acquisitions, Due Diligence, Financial Risk, Project Finance, Corporate Finance
Education
Boston University Graduate School of Management
Boston University - School of Management
BSBA, Business Management - Finance
Boston University
BA, Economics
Amod Vaze Amod Vaze's UBS Wealth Management Experience December 2005 - August 2008
Job
Industry Financial Services
Experience
Morgan Stanley July 2012 - June 2015
Capital Finance Committee, Township of Montclair, NJ November 2010 - June 2012
Pride Technologies April 2010 - April 2012
amodvaze.com May 2004 - May 2010
UBS Wealth Management December 2005 - August 2008
UBS PaineWebber Inc./UBS Financial Services Inc. June 2001 - December 2005
Neuberger Berman May 2000 - August 2000
UAM Retirement Plan Services December 1997 - May 1999
The Bank of New York November 1996 - December 1997
Education
Upright Citizens Brigade 2008 — 2008
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
University of Iowa 1993 — 1996
BBA
New York University - Polytechnic School of Engineering 1991 — 1993
Bronx High School of Science 1987 — 1991
Morgan Stanley July 2012 - June 2015
Capital Finance Committee, Township of Montclair, NJ November 2010 - June 2012
Pride Technologies April 2010 - April 2012
amodvaze.com May 2004 - May 2010
UBS Wealth Management December 2005 - August 2008
UBS PaineWebber Inc./UBS Financial Services Inc. June 2001 - December 2005
Neuberger Berman May 2000 - August 2000
UAM Retirement Plan Services December 1997 - May 1999
The Bank of New York November 1996 - December 1997
Education
Upright Citizens Brigade 2008 — 2008
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
University of Iowa 1993 — 1996
BBA
New York University - Polytechnic School of Engineering 1991 — 1993
Bronx High School of Science 1987 — 1991
Ian Kerrigan, CFA's UBS Wealth Management Experience October 2004 - September 2007
Job Executive Director, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank September 2009 - Present
EMP Museum May 2013 - Present
Wells Fargo Advisors, LLC September 2007 - September 2009
Communities In Schools of Washington 2005 - 2009
UBS Wealth Management October 2004 - September 2007
Seattle University January 2005 - May 2007
Private Asset Management, Inc. May 1999 - October 2004
Strategic Wealth Management January 1998 - May 1999
Scudder Stevens & Clark February 1992 - July 1997
Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management
Education
Boston University 1994 — 1998
BS
Musicians Institute - GIT 1983 — 1984
Certificate
J.P. Morgan Private Bank September 2009 - Present
EMP Museum May 2013 - Present
Wells Fargo Advisors, LLC September 2007 - September 2009
Communities In Schools of Washington 2005 - 2009
UBS Wealth Management October 2004 - September 2007
Seattle University January 2005 - May 2007
Private Asset Management, Inc. May 1999 - October 2004
Strategic Wealth Management January 1998 - May 1999
Scudder Stevens & Clark February 1992 - July 1997
Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management
Education
Boston University 1994 — 1998
BS
Musicians Institute - GIT 1983 — 1984
Certificate
Elisa Greenberg's UBS Wealth Management Experience May 2013 - September 2013
Job Production Assistant at Fox News Channel
Industry Nonprofit Organization Management
Experience
Fox News Channel June 2015 - Present
Fox News Channel January 2015 - June 2015
CAMERA September 2014 - December 2014
UBS Wealth Management May 2013 - September 2013
AMCHA Initiative June 2012 - December 2012
Tripointe Property Group May 2006 - September 2012
Sao Paulo Housing Development Department August 2009 - August 2009
Birthday Party Planning Business June 2006 - May 2008
Skills
Non-profits, Public Speaking, Microsoft Office, Research, Microsoft Excel, Social Media, Facebook, Editing, Fundraising, Community Outreach, Leadership, Grant Writing, PowerPoint, Microsoft Word, Spanish, Event Planning, Copy Editing, QuickBooks, Quicken, Teaching, Nonprofits, Blogging
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Marketing/Marketing Management, General
Bar Ilan University 2010 — 2011
Fuchs Mizrachi 2006 — 2009
English, Physics, Economics, Calculus, Statististics
Fox News Channel June 2015 - Present
Fox News Channel January 2015 - June 2015
CAMERA September 2014 - December 2014
UBS Wealth Management May 2013 - September 2013
AMCHA Initiative June 2012 - December 2012
Tripointe Property Group May 2006 - September 2012
Sao Paulo Housing Development Department August 2009 - August 2009
Birthday Party Planning Business June 2006 - May 2008
Skills
Non-profits, Public Speaking, Microsoft Office, Research, Microsoft Excel, Social Media, Facebook, Editing, Fundraising, Community Outreach, Leadership, Grant Writing, PowerPoint, Microsoft Word, Spanish, Event Planning, Copy Editing, QuickBooks, Quicken, Teaching, Nonprofits, Blogging
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Marketing/Marketing Management, General
Bar Ilan University 2010 — 2011
Fuchs Mizrachi 2006 — 2009
English, Physics, Economics, Calculus, Statististics
Stephanie Ng's UBS Wealth Management Experience September 2013 - January 2014
Job Fixed Income Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2015 - Present
BNP Paribas June 2014 - August 2014
UBS Wealth Management September 2013 - January 2014
GE Capital June 2013 - August 2013
Citi January 2013 - January 2013
New York Life Insurance Company June 2012 - August 2012
GE Capital 2012 - 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Project Planning, Social Networking, Time Management, Priority Management, Social Media, Customer Service, Leadership, Community Outreach, Training
Education
Boston College 2011 — 2015
Bachelor of Science, Dual Concentration: Finance and Management
John P. Stevens High School 2007 — 2011
BNP Paribas July 2015 - Present
BNP Paribas June 2014 - August 2014
UBS Wealth Management September 2013 - January 2014
GE Capital June 2013 - August 2013
Citi January 2013 - January 2013
New York Life Insurance Company June 2012 - August 2012
GE Capital 2012 - 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Project Planning, Social Networking, Time Management, Priority Management, Social Media, Customer Service, Leadership, Community Outreach, Training
Education
Boston College 2011 — 2015
Bachelor of Science, Dual Concentration: Finance and Management
John P. Stevens High School 2007 — 2011
Nathaniel B. Cary Nathaniel B. Cary's UBS Wealth Management Experience 2001 - 2005
Job Vice President, Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management 2001 - 2005
Merrill Lynch 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Cambridge Trust Company 1985 - 1996
Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning
Education
Boston University 1981 — 1983
BA, International Relations and Business
The College of Wooster 1978 — 1980
South Kent School, Kent CT 1975 — 1977
High School
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management 2001 - 2005
Merrill Lynch 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Cambridge Trust Company 1985 - 1996
Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning
Education
Boston University 1981 — 1983
BA, International Relations and Business
The College of Wooster 1978 — 1980
South Kent School, Kent CT 1975 — 1977
High School
Han Ye Han Ye's UBS Wealth Management Experience June 2011 - July 2011
Job Ph.D. student in Economics
Industry Public Policy
Experience
Boston University August 2012 - Present
UBS Wealth Management June 2011 - July 2011
Bussiness Department of Changjiang Securities Co., Ltd. January 2008 - May 2009
China-Africa Lekki Investment Ltd. May 2007 - January 2008
Skills
Economics, Stata, Bloomberg, Equity Research, Portfolio Management, Matlab, Labor Economics, Public Policy, Quantitative Analytics, Statistics
Education
Boston University 2010 — 2012
Master, Economics
University of International Business and Economics 2003 — 2007
Bachelor, Finance
Boston University August 2012 - Present
UBS Wealth Management June 2011 - July 2011
Bussiness Department of Changjiang Securities Co., Ltd. January 2008 - May 2009
China-Africa Lekki Investment Ltd. May 2007 - January 2008
Skills
Economics, Stata, Bloomberg, Equity Research, Portfolio Management, Matlab, Labor Economics, Public Policy, Quantitative Analytics, Statistics
Education
Boston University 2010 — 2012
Master, Economics
University of International Business and Economics 2003 — 2007
Bachelor, Finance
Olivia Horrigan Olivia Horrigan's UBS Wealth Management Experience June 2012 - August 2012
Job Analyst, Leveraged Finance at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Athletics Management & Services AG June 2013 - August 2013
Jersey Mike's Subs April 2011 - January 2013
UBS Wealth Management June 2012 - August 2012
Boston College October 2011 - May 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Bachelor of Science (B.S.), Business Administration
Boston College - Carroll School of Management 2011 — 2012
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Athletics Management & Services AG June 2013 - August 2013
Jersey Mike's Subs April 2011 - January 2013
UBS Wealth Management June 2012 - August 2012
Boston College October 2011 - May 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Bachelor of Science (B.S.), Business Administration
Boston College - Carroll School of Management 2011 — 2012
Catherine Gallagher's UBS Wealth Management Experience January 2009 - April 2009
Job Law Student at Boston University School of Law
Industry Law Practice
Experience
Boston University School of Law August 2015 - Present
Thomson Reuters March 2014 - August 2015
Thomson Reuters March 2013 - March 2014
Thomson Reuters September 2011 - March 2013
J.Crew February 2011 - September 2011
Natixis May 2009 - July 2009
UBS Wealth Management January 2009 - April 2009
Skills
Business Strategy, Forecasting, Strategy, Strategic Planning, Market Research, Data Analysis, Strategic Communications, Research, Marketing
Education
Boston University School of Law 2015 — 2018
Juris Doctor (J.D.)
Vanderbilt University 2006 — 2010
BS, Human and Organizational Development, Corporate Strategy
Middlesex School 2002 — 2010
High School
The Tuck School of Business at Dartmouth 2008 — 2008
Business
Southfield School
Boston University School of Law August 2015 - Present
Thomson Reuters March 2014 - August 2015
Thomson Reuters March 2013 - March 2014
Thomson Reuters September 2011 - March 2013
J.Crew February 2011 - September 2011
Natixis May 2009 - July 2009
UBS Wealth Management January 2009 - April 2009
Skills
Business Strategy, Forecasting, Strategy, Strategic Planning, Market Research, Data Analysis, Strategic Communications, Research, Marketing
Education
Boston University School of Law 2015 — 2018
Juris Doctor (J.D.)
Vanderbilt University 2006 — 2010
BS, Human and Organizational Development, Corporate Strategy
Middlesex School 2002 — 2010
High School
The Tuck School of Business at Dartmouth 2008 — 2008
Business
Southfield School
Nicholas Tarnoff Nicholas Tarnoff's UBS Wealth Management Experience June 2007 - August 2007
Job Senior Business Analyst at Staples
Industry Financial Services
Experience
Staples September 2014 - Present
Goizueta Business School July 2012 - May 2014
RBC Capital Markets June 2013 - August 2013
State Street July 2011 - June 2012
State Street August 2008 - June 2011
UBS Wealth Management June 2007 - August 2007
Fenway Sports Group June 2006 - November 2006
Hill Holliday Advertising June 2004 - August 2004
Skills
Equities, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Leadership, Microsoft Excel, Financial Services, Valuation, Investment Banking, Finance, Capital Markets, Marketing, ETFs, Mergers & Acquisitions, Analysis, Mutual Funds, Trading, Corporate Finance, Analytics, Pricing Analysis, Financial Risk, Economics, Compliance
Education
Emory University - Goizueta Business School 2012 — 2014
MBA, Finance and Capital Markets
Boston College 2004 — 2008
Bachelor of Science, Finance, History
Belmont Hill 1998 — 2004
Staples September 2014 - Present
Goizueta Business School July 2012 - May 2014
RBC Capital Markets June 2013 - August 2013
State Street July 2011 - June 2012
State Street August 2008 - June 2011
UBS Wealth Management June 2007 - August 2007
Fenway Sports Group June 2006 - November 2006
Hill Holliday Advertising June 2004 - August 2004
Skills
Equities, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Leadership, Microsoft Excel, Financial Services, Valuation, Investment Banking, Finance, Capital Markets, Marketing, ETFs, Mergers & Acquisitions, Analysis, Mutual Funds, Trading, Corporate Finance, Analytics, Pricing Analysis, Financial Risk, Economics, Compliance
Education
Emory University - Goizueta Business School 2012 — 2014
MBA, Finance and Capital Markets
Boston College 2004 — 2008
Bachelor of Science, Finance, History
Belmont Hill 1998 — 2004
Jake Saifman's UBS Wealth Management Experience June 2011 - August 2011
Job J.D. Candidate at Boston University School of Law, Anticipated 2015
Industry Law Practice
Experience
Fried Frank May 2014 - July 2014
US Securities and Exchange Commission May 2013 - August 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Legal Research, Capital Markets, Mergers & Acquisitions, Corporate Law, Investment Valuation, Corporate Finance
Education
Boston University School of Law 2014 — 2015
Master of Laws (LL.M.)
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration
Fried Frank May 2014 - July 2014
US Securities and Exchange Commission May 2013 - August 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Legal Research, Capital Markets, Mergers & Acquisitions, Corporate Law, Investment Valuation, Corporate Finance
Education
Boston University School of Law 2014 — 2015
Master of Laws (LL.M.)
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration
Emily Tillo's UBS Wealth Management Experience July 2014 - July 2014
Job Communications Intern at PGA TOUR
Industry
Experience
Student Athlete Advisory Committee May 2015 - Present
Student Athlete Advisory Committee September 2012 - Present
Boston University Women's Golf Team September 2014 - Present
Boston University Questrom School of Business September 2012 - Present
Bloom Family Leadership Academy September 2014 - Present
PGA TOUR June 2015 - August 2015
ProQuip USA November 2014 - May 2015
North Florida Junior Golf Foundation May 2013 - January 2015
UBS Wealth Management July 2014 - July 2014
North Florida Junior Golf Foundation's "Tee It Up" Junior Golf Summer Camp 2009 - 2012
Skills
Writing, Team Leadership, Social Media, Research, Communication, Interpersonal Skill, Public Speaking, Organized Multi-tasker, Golf, Microsoft Excel, Microsoft Word, PowerPoint, Business Strategy
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration, Concentration- Finance; Minor- Journalism, 3.96 Cumulative GPA
Stanton College Preparatory School 2008 — 2012
International Baccalaureate Diploma Recipient and AP Scholar with Distinction, 4.7 GPA
Student Athlete Advisory Committee May 2015 - Present
Student Athlete Advisory Committee September 2012 - Present
Boston University Women's Golf Team September 2014 - Present
Boston University Questrom School of Business September 2012 - Present
Bloom Family Leadership Academy September 2014 - Present
PGA TOUR June 2015 - August 2015
ProQuip USA November 2014 - May 2015
North Florida Junior Golf Foundation May 2013 - January 2015
UBS Wealth Management July 2014 - July 2014
North Florida Junior Golf Foundation's "Tee It Up" Junior Golf Summer Camp 2009 - 2012
Skills
Writing, Team Leadership, Social Media, Research, Communication, Interpersonal Skill, Public Speaking, Organized Multi-tasker, Golf, Microsoft Excel, Microsoft Word, PowerPoint, Business Strategy
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration, Concentration- Finance; Minor- Journalism, 3.96 Cumulative GPA
Stanton College Preparatory School 2008 — 2012
International Baccalaureate Diploma Recipient and AP Scholar with Distinction, 4.7 GPA
Eric Tom's UBS Wealth Management Experience October 2013 - December 2013
Job Investment Banking Analyst
Industry Investment Banking
Experience
Citi June 2015 - Present
Citi June 2014 - August 2014
UBS Wealth Management October 2013 - December 2013
IBM May 2013 - August 2013
Boston University School of Management February 2013 - May 2013
Worry Free Labs July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Python, Data Mining, Accounting, SQLite, Equity Research, Financial Modeling
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration
Stuyvesant High School 2007 — 2011
Boston University
Citi June 2015 - Present
Citi June 2014 - August 2014
UBS Wealth Management October 2013 - December 2013
IBM May 2013 - August 2013
Boston University School of Management February 2013 - May 2013
Worry Free Labs July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Python, Data Mining, Accounting, SQLite, Equity Research, Financial Modeling
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration
Stuyvesant High School 2007 — 2011
Boston University
Conor Timmins's UBS Wealth Management Experience November 2012 - Present
Job Student at Boston College Wallace E. Carroll Graduate School of Management
Industry
Experience
UBS Wealth Management November 2012 - Present
Fidelity Investments May 2012 - August 2012
Skills
Bloomberg Terminal, Bloomberg, VBA, Finance, Microsoft Excel, Java, PHP
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
UBS Wealth Management November 2012 - Present
Fidelity Investments May 2012 - August 2012
Skills
Bloomberg Terminal, Bloomberg, VBA, Finance, Microsoft Excel, Java, PHP
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Christopher Naidu Christopher Naidu's UBS Wealth Management Experience January 2012 - May 2012
Job SALT Intern KPMG
Industry Accounting
Experience
KPMG US June 2015 - August 2015
AGC Partners May 2015 - May 2015
Mediterranean Shipping Company October 2013 - August 2014
Mediterranean Shipping Company July 2013 - October 2013
Merrill Lynch September 2012 - May 2013
Mediterranean Shipping Company December 2012 - January 2013
Mediterranean Shipping Company May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Siasconset Market June 2010 - August 2011
Skills
Fluent in Spanish, Proficient in Microsoft..., Microsoft Excel, Customer Service, Spanish, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Economics, Market Research, Research, International Relations, Marketing, Stata, Bloomberg, Facebook, Bloomberg Terminal, English, Photoshop, Public Relations, Outlook, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Accounting
Trinity College-Hartford 2009 — 2013
B.A, Economics
Western Reserve Academy 2005 — 2009
KPMG US June 2015 - August 2015
AGC Partners May 2015 - May 2015
Mediterranean Shipping Company October 2013 - August 2014
Mediterranean Shipping Company July 2013 - October 2013
Merrill Lynch September 2012 - May 2013
Mediterranean Shipping Company December 2012 - January 2013
Mediterranean Shipping Company May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Siasconset Market June 2010 - August 2011
Skills
Fluent in Spanish, Proficient in Microsoft..., Microsoft Excel, Customer Service, Spanish, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Economics, Market Research, Research, International Relations, Marketing, Stata, Bloomberg, Facebook, Bloomberg Terminal, English, Photoshop, Public Relations, Outlook, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Accounting
Trinity College-Hartford 2009 — 2013
B.A, Economics
Western Reserve Academy 2005 — 2009
Paul Del Colle Paul Del Colle's UBS Wealth Management Experience 2006 - 2006
Job Teaches at Montclair State University and St. John's University
Industry Public Relations and Communications
Experience
Montclair State University January 2015 - Present
Del Colle Public Relations June 2009 - Present
Ericho Communications March 2012 - July 2012
IF Communications April 2011 - September 2011
Walek & Associates May 2008 - June 2009
Anreder & Company June 2006 - May 2008
DC Media Consultants August 2001 - June 2006
UBS Wealth Management 2006 - 2006
Bliss, Gouverneur & Associates 2000 - 2001
The Poynter Institute 1993 - 1993
Skills
Writing, Media Relations, Crisis Management, Insurance, Commercial Real Estate, Risk Management, Public Relations, Crisis Communications, Corporate Communications, Social Media, Press Releases, Marketing Communications, Strategic Communications, Reputation Management, Publicity, Internal Communications, Journalism, Editing, Copywriting, Blogging, Message Development, Strategic Planning, Speech Writing, Marketing
Education
New York University 1978 — 1990
PhD, Communications
Boston University 1973 — 1975
M.S., Journalism
College of the Holy Cross 1968 — 1972
BA, English
Montclair State University January 2015 - Present
Del Colle Public Relations June 2009 - Present
Ericho Communications March 2012 - July 2012
IF Communications April 2011 - September 2011
Walek & Associates May 2008 - June 2009
Anreder & Company June 2006 - May 2008
DC Media Consultants August 2001 - June 2006
UBS Wealth Management 2006 - 2006
Bliss, Gouverneur & Associates 2000 - 2001
The Poynter Institute 1993 - 1993
Skills
Writing, Media Relations, Crisis Management, Insurance, Commercial Real Estate, Risk Management, Public Relations, Crisis Communications, Corporate Communications, Social Media, Press Releases, Marketing Communications, Strategic Communications, Reputation Management, Publicity, Internal Communications, Journalism, Editing, Copywriting, Blogging, Message Development, Strategic Planning, Speech Writing, Marketing
Education
New York University 1978 — 1990
PhD, Communications
Boston University 1973 — 1975
M.S., Journalism
College of the Holy Cross 1968 — 1972
BA, English
Brian W. Formento, CAIA's UBS Wealth Management Experience September 2008 - July 2009
Job Executive Director, Senior Portfolio Strategist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management June 2009 - Present
UBS Wealth Management September 2008 - July 2009
UBS Private Wealth Management July 2006 - July 2008
Deutsche Bank Private Wealth Management June 2002 - December 2005
KM Management now Volaris Volatility Management 2000 - 2001
Skills
Alternative Investments, Fixed Income, Portfolio Management, Derivatives, Equities, Wealth Management, Capital Markets, Investments, Asset Management, Investment Strategies, Trading, Financial Structuring, Insurance, Asset Allocation, Due Diligence, Hedge Funds, Wealth Management..., Financial Services, Structured Products, Financial Markets, Risk Management, Financial Advisory, Hedging, Structured Finance, Series 24, Private Placements, High Net Worth..., Wealth, Family Office, Institutional..., Investment Management, Series 7, Investment Advisory, Securities, Fund Of Funds, Private Equity, Bonds, Emerging Markets, Mutual Funds, Private Banking, Investment Banking
Education
Boston University 1977 — 1981
BA/MA, Economics
UBS Private Wealth Management June 2009 - Present
UBS Wealth Management September 2008 - July 2009
UBS Private Wealth Management July 2006 - July 2008
Deutsche Bank Private Wealth Management June 2002 - December 2005
KM Management now Volaris Volatility Management 2000 - 2001
Skills
Alternative Investments, Fixed Income, Portfolio Management, Derivatives, Equities, Wealth Management, Capital Markets, Investments, Asset Management, Investment Strategies, Trading, Financial Structuring, Insurance, Asset Allocation, Due Diligence, Hedge Funds, Wealth Management..., Financial Services, Structured Products, Financial Markets, Risk Management, Financial Advisory, Hedging, Structured Finance, Series 24, Private Placements, High Net Worth..., Wealth, Family Office, Institutional..., Investment Management, Series 7, Investment Advisory, Securities, Fund Of Funds, Private Equity, Bonds, Emerging Markets, Mutual Funds, Private Banking, Investment Banking
Education
Boston University 1977 — 1981
BA/MA, Economics
Moira Trott's UBS Wealth Management Experience July 2013 - Present
Job Relocating to Fayetteville, NC
Industry Marketing and Advertising
Experience
The Alaska Club August 2014 - Present
UBS Wealth Management July 2013 - Present
UBS May 2013 - July 2013
UBS May 2012 - May 2013
Gilford Securities January 2010 - May 2012
AUTOMATIC DATA PROCESSING, INC November 2009 - December 2009
Summit Physical Therapy September 2009 - November 2009
PRESTON MARKETING February 2009 - November 2009
Skills
Smart Station, Microsoft Office, MIS Reporting, ConsultWorks, Oracle, Adobe Acrobat, Adobe Professional, Silverpop Engage, Internal Communications, Onboarding, PowerPoint, Email Marketing, Account Management, Customer Service, Data Analysis, Editing, Equities, Lead Generation, Leadership, MIS, Management, Market Research, Social Media, Marketing, Facebook, Microsoft Excel, Social Media Marketing, Advertising
Education
Lehigh University 2006 — 2009
Bachelor of Arts, Psychology
Lehigh University 2006 — 2009
BA, Psychology; Psychology
Boston University 2005 — 2006
The Alaska Club August 2014 - Present
UBS Wealth Management July 2013 - Present
UBS May 2013 - July 2013
UBS May 2012 - May 2013
Gilford Securities January 2010 - May 2012
AUTOMATIC DATA PROCESSING, INC November 2009 - December 2009
Summit Physical Therapy September 2009 - November 2009
PRESTON MARKETING February 2009 - November 2009
Skills
Smart Station, Microsoft Office, MIS Reporting, ConsultWorks, Oracle, Adobe Acrobat, Adobe Professional, Silverpop Engage, Internal Communications, Onboarding, PowerPoint, Email Marketing, Account Management, Customer Service, Data Analysis, Editing, Equities, Lead Generation, Leadership, MIS, Management, Market Research, Social Media, Marketing, Facebook, Microsoft Excel, Social Media Marketing, Advertising
Education
Lehigh University 2006 — 2009
Bachelor of Arts, Psychology
Lehigh University 2006 — 2009
BA, Psychology; Psychology
Boston University 2005 — 2006
Ricardo A Gonzalez, Jr.'s UBS Wealth Management Experience 1986 - Present
Job UBS AG
Industry Financial Services
Experience
UBS Wealth Management 1986 - Present
Skills
Securities, Private Banking, High Net Worth..., Fixed Income, Financial Analysis, Wealth Management, Mutual Funds, Financial Advisory, Hedge Funds, Leadership, Portfolio Management, Equities, Investments, Asset Managment, Strategic Financial..., Capital Markets, Estate Planning, Series 7, Latin America, Finance, Private Equity, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management, Risk Management, Investment Banking, Retirement Planning, Investment Management, Investment Strategies, Series 63, Financial Planning
Education
Boston University - School of Management 1979 — 1983
BSBA, Accounting & Finance
Suffield Academy 1975 — 1979
UBS Wealth Management 1986 - Present
Skills
Securities, Private Banking, High Net Worth..., Fixed Income, Financial Analysis, Wealth Management, Mutual Funds, Financial Advisory, Hedge Funds, Leadership, Portfolio Management, Equities, Investments, Asset Managment, Strategic Financial..., Capital Markets, Estate Planning, Series 7, Latin America, Finance, Private Equity, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management, Risk Management, Investment Banking, Retirement Planning, Investment Management, Investment Strategies, Series 63, Financial Planning
Education
Boston University - School of Management 1979 — 1983
BSBA, Accounting & Finance
Suffield Academy 1975 — 1979
Rebecca Farmer's UBS Wealth Management Experience June 2011 - August 2011
Job UC Berkeley Master of Development Practice Student
Industry Higher Education
Experience
UC Berkeley August 2015 - Present
USAID January 2015 - Present
UC Berkeley July 2014 - Present
Ceniarth LLC November 2014 - May 2015
UBS May 2014 - July 2014
UBS July 2013 - July 2014
UBS July 2012 - April 2014
Net Impact Undergrad January 2010 - May 2012
UBS Wealth Management June 2011 - August 2011
Citigroup February 2011 - May 2011
Skills
Bloomberg, Microsoft Office, Public Speaking, Editing, Community Outreach, Nonprofits, Leadership, Research, Blogging, Management, Marketing, Press Releases, Project Planning, Entrepreneurship, Fundraising
Education
University of California, Berkeley 2014 — 2016
Master of Development Practice
Boston University 2008 — 2012
BS/BA, Finance
UC Berkeley August 2015 - Present
USAID January 2015 - Present
UC Berkeley July 2014 - Present
Ceniarth LLC November 2014 - May 2015
UBS May 2014 - July 2014
UBS July 2013 - July 2014
UBS July 2012 - April 2014
Net Impact Undergrad January 2010 - May 2012
UBS Wealth Management June 2011 - August 2011
Citigroup February 2011 - May 2011
Skills
Bloomberg, Microsoft Office, Public Speaking, Editing, Community Outreach, Nonprofits, Leadership, Research, Blogging, Management, Marketing, Press Releases, Project Planning, Entrepreneurship, Fundraising
Education
University of California, Berkeley 2014 — 2016
Master of Development Practice
Boston University 2008 — 2012
BS/BA, Finance
Brittany (Blanchette) Manganaro, CFP®, CLU®, CIMA®, CRPC® Brittany (Blanchette) Manganaro, CFP®, CLU®, CIMA®, CRPC®'s UBS Wealth Management Experience January 2014 - Present
Job Director, Branch Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
UBS Wealth Management April 2012 - January 2014
Merrill Lynch August 2010 - April 2012
Bank of America June 2008 - August 2010
UBS Wealth Management June 2006 - June 2008
UBS Wealth Management July 2004 - May 2006
Education
Bowdoin College 2000 — 2004
BA, Major: Economics, Minor: Visual Arts
UBS Wealth Management January 2014 - Present
UBS Wealth Management April 2012 - January 2014
Merrill Lynch August 2010 - April 2012
Bank of America June 2008 - August 2010
UBS Wealth Management June 2006 - June 2008
UBS Wealth Management July 2004 - May 2006
Education
Bowdoin College 2000 — 2004
BA, Major: Economics, Minor: Visual Arts
Calantha Lee, CFA's UBS Wealth Management Experience January 2005 - December 2005
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Loomis Sayles January 2013 - Present
Loomis, Sayles & Company May 2011 - December 2012
Loomis Sayles 2008 - June 2011
Financial Research Corporation (FRC) 2006 - 2008
UBS Wealth Management January 2005 - December 2005
Skills
Fixed Income, Emerging Markets, Financial Modeling, Foreign Exchange, Investment Strategies, Investments, Derivatives, Asset Management, Portfolio Management, Trading, Mutual Funds, Bonds, Options, Credit Analysis, Credit Derivatives, Quantitative Research, Equities, Investment Management, Currency, Alternative Investments, High Yield
Education
Boston University 2002 — 2006
B.A., Economics and International Relations (Int'l Business & Economics, East Asia)
Wellington Management January 2015 - Present
Loomis Sayles January 2013 - Present
Loomis, Sayles & Company May 2011 - December 2012
Loomis Sayles 2008 - June 2011
Financial Research Corporation (FRC) 2006 - 2008
UBS Wealth Management January 2005 - December 2005
Skills
Fixed Income, Emerging Markets, Financial Modeling, Foreign Exchange, Investment Strategies, Investments, Derivatives, Asset Management, Portfolio Management, Trading, Mutual Funds, Bonds, Options, Credit Analysis, Credit Derivatives, Quantitative Research, Equities, Investment Management, Currency, Alternative Investments, High Yield
Education
Boston University 2002 — 2006
B.A., Economics and International Relations (Int'l Business & Economics, East Asia)
Mike Barbo's UBS Wealth Management Experience January 2007 - June 2007
Job Wealth Management Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2010
Massachusetts House of Representatives September 2007 - December 2007
UBS Wealth Management January 2007 - June 2007
Camp Wingate Kirkland June 2006 - August 2006
Education
Boston University 2004 — 2008
BA, International Relations in Business and Economics
Natick High School 2000 — 2004
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2010
Massachusetts House of Representatives September 2007 - December 2007
UBS Wealth Management January 2007 - June 2007
Camp Wingate Kirkland June 2006 - August 2006
Education
Boston University 2004 — 2008
BA, International Relations in Business and Economics
Natick High School 2000 — 2004
Chris Schimmel, CFP®, CTFA™, CAP™ Chris Schimmel, CFP®, CTFA™, CAP™'s UBS Wealth Management Experience January 2012 - March 2015
Job Legacy Consulting Partners Tools to Win | Premier Trust and Estate Training for Financial Advisors | 8184008962
Industry Financial Services
Experience
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting March 2015 - Present
UBS Wealth Management January 2012 - March 2015
U. S. Trust October 2008 - December 2010
Merrill Lynch June 1999 - October 2008
The Private Bank - Bank of Boston December 1992 - June 1999
Wells Fargo Bank August 1989 - December 1992
Merrill Lynch June 1985 - August 1988
Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services
Education
Boston University 1979 — 1983
School of Management - B.S.B.A.
Pomfret School 1975 — 1979
Pomfret, CT
American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust
College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning
The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting March 2015 - Present
UBS Wealth Management January 2012 - March 2015
U. S. Trust October 2008 - December 2010
Merrill Lynch June 1999 - October 2008
The Private Bank - Bank of Boston December 1992 - June 1999
Wells Fargo Bank August 1989 - December 1992
Merrill Lynch June 1985 - August 1988
Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services
Education
Boston University 1979 — 1983
School of Management - B.S.B.A.
Pomfret School 1975 — 1979
Pomfret, CT
American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust
College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning
The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning
Ted Cahill's UBS Wealth Management Experience August 2010 - January 2011
Job Portfolio Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company May 2011 - June 2014
UBS Wealth Management August 2010 - January 2011
Skills
Bloomberg, Fixed Income, Capital Markets, High Yield Bonds, Asset Management, FactSet, Equities, Leadership, Finance, Corporate Finance, Institutional Relations, Business Development, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Asset Management
College of Charleston 2007 — 2010
BS, Business Administration, Finance
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company May 2011 - June 2014
UBS Wealth Management August 2010 - January 2011
Skills
Bloomberg, Fixed Income, Capital Markets, High Yield Bonds, Asset Management, FactSet, Equities, Leadership, Finance, Corporate Finance, Institutional Relations, Business Development, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Asset Management
College of Charleston 2007 — 2010
BS, Business Administration, Finance
Kristin Blundo's UBS Wealth Management Experience June 2006 - March 2008
Job Marketing and Investor Relations at Indus Capital
Industry Investment Management
Experience
Indus Capital May 2012 - Present
UBS Global Asset Management March 2008 - May 2012
UBS Wealth Management June 2006 - March 2008
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Fixed Income, Asset Allocation, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Asset Management
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
Indus Capital May 2012 - Present
UBS Global Asset Management March 2008 - May 2012
UBS Wealth Management June 2006 - March 2008
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Fixed Income, Asset Allocation, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Asset Management
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
Wenyi He's UBS Wealth Management Experience July 2013 - July 2013
Job Student at Tufts University
Industry Financial Services
Experience
Standard & Poor's May 2015 - August 2015
CITIC Securities Company Limited February 2015 - May 2015
McKinsey & Company October 2014 - November 2014
"The Continent" (Hou Hui Wu Qi) June 2014 - July 2014
Simon-Kucher & Partners July 2013 - August 2013
UBS Wealth Management July 2013 - July 2013
Skills
PowerPoint, Teamwork, English, Social Media, Statistics, Economics, Microsoft Office, Microsoft Excel, Research, Public Speaking, Microsoft Word, Market Research, Data Analysis, Event Planning, Bloomberg Terminal, Wind
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Economics, International Relations
Boston University 2011 — 2012
Bachelor of Arts (B.A.), Economics
Standard & Poor's May 2015 - August 2015
CITIC Securities Company Limited February 2015 - May 2015
McKinsey & Company October 2014 - November 2014
"The Continent" (Hou Hui Wu Qi) June 2014 - July 2014
Simon-Kucher & Partners July 2013 - August 2013
UBS Wealth Management July 2013 - July 2013
Skills
PowerPoint, Teamwork, English, Social Media, Statistics, Economics, Microsoft Office, Microsoft Excel, Research, Public Speaking, Microsoft Word, Market Research, Data Analysis, Event Planning, Bloomberg Terminal, Wind
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Economics, International Relations
Boston University 2011 — 2012
Bachelor of Arts (B.A.), Economics
John Straus's UBS Wealth Management Experience 2006 - 2010
Job Chairman and Chief Executive Officer at FallLine Securities
Industry Financial Services
Experience
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
Thomas John's UBS Wealth Management Experience June 2008 - June 2011
Job Operational Due Diligence at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management September 2014 - Present
UBS Global Asset Management June 2011 - August 2013
UBS Wealth Management June 2008 - June 2011
Skills
Compliance, Series 7, Hedge Funds, AML, Asset Management, Investments, Mutual Funds, Securities, Fixed Income, FINRA, Series 63, Capital Markets, Derivatives, Equities, Fund Of Funds
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Barclays Wealth and Investment Management September 2014 - Present
UBS Global Asset Management June 2011 - August 2013
UBS Wealth Management June 2008 - June 2011
Skills
Compliance, Series 7, Hedge Funds, AML, Asset Management, Investments, Mutual Funds, Securities, Fixed Income, FINRA, Series 63, Capital Markets, Derivatives, Equities, Fund Of Funds
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Alexander Field's UBS Wealth Management Experience June 2015 - Present
Job UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management June 2015 - Present
Boston University Capital Management July 2014 - May 2015
Boston University School of Management January 2014 - May 2015
UBS Wealth Management May 2014 - August 2014
Boston University Trading Club January 2014 - May 2014
Cypress Energy Partners May 2012 - September 2013
Boston University August 2012 - May 2013
Bright Element May 2012 - August 2012
Triangle C Dude Ranch December 2010 - January 2011
Morgan Stanley Smith Barney 2010 - 2011
Skills
Valuation, Trading, Options, Financial Analysis, Investments, Equities, Equity Research, Research, Market Research, Bloomberg Terminal, Competitive Analysis, Oil/Gas, Oil & Gas Services, DCF, Equity Valuation, Business Valuation, Market Analysis, Fundamental Analysis, Investment Strategies, Risk Management, Due Diligence, Entrepreneurship, Equity Trading, Trading Strategies, Hedging, SPSS, Event Planning
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science in Business Administration, Concentration in Finance, Senior
UBS Wealth Management June 2015 - Present
Boston University Capital Management July 2014 - May 2015
Boston University School of Management January 2014 - May 2015
UBS Wealth Management May 2014 - August 2014
Boston University Trading Club January 2014 - May 2014
Cypress Energy Partners May 2012 - September 2013
Boston University August 2012 - May 2013
Bright Element May 2012 - August 2012
Triangle C Dude Ranch December 2010 - January 2011
Morgan Stanley Smith Barney 2010 - 2011
Skills
Valuation, Trading, Options, Financial Analysis, Investments, Equities, Equity Research, Research, Market Research, Bloomberg Terminal, Competitive Analysis, Oil/Gas, Oil & Gas Services, DCF, Equity Valuation, Business Valuation, Market Analysis, Fundamental Analysis, Investment Strategies, Risk Management, Due Diligence, Entrepreneurship, Equity Trading, Trading Strategies, Hedging, SPSS, Event Planning
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science in Business Administration, Concentration in Finance, Senior
Adam Rafalowicz Adam Rafalowicz's UBS Wealth Management Experience May 2010 - August 2010
Job Hospitality Professional
Industry Hospitality
Experience
The 1770 House Inn & Restaurant May 2013 - December 2014
New York Life Insurance Company 2011 - 2012
UBS Wealth Management May 2010 - August 2010
Flowers Inc May 2009 - August 2009
Perfecta Designs May 2007 - August 2007
Skills
Wealth Management, Investments, Financial Analysis, Equities, Mergers & Acquisitions, Data Analysis, Retirement Planning, OpenTable, MICROS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Cornell University 2015 — 2015
Certificate in Hotel Real Estate Investments and Asset Management, Hospitality Administration/Management
NYU School of Professional Studies 2015 — 2015
Certificate in Hotel Management, Hospitality Administration/Management
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Finance
The 1770 House Inn & Restaurant May 2013 - December 2014
New York Life Insurance Company 2011 - 2012
UBS Wealth Management May 2010 - August 2010
Flowers Inc May 2009 - August 2009
Perfecta Designs May 2007 - August 2007
Skills
Wealth Management, Investments, Financial Analysis, Equities, Mergers & Acquisitions, Data Analysis, Retirement Planning, OpenTable, MICROS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Cornell University 2015 — 2015
Certificate in Hotel Real Estate Investments and Asset Management, Hospitality Administration/Management
NYU School of Professional Studies 2015 — 2015
Certificate in Hotel Management, Hospitality Administration/Management
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Finance
Daniel Larsen, CFA Daniel Larsen, CFA's UBS Wealth Management Experience May 2015 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
J.P. Morgan August 2011 - May 2015
Morgan Stanley Private Wealth Management January 2008 - August 2011
Boston Research and Management June 2003 - January 2008
Boston Research and Management June 2002 - June 2003
Morgan, Lewis & Bockius September 1998 - July 2000
Skills
Valuation, Financial Modeling, Investment Management, Equities, Portfolio Management, Private Equity, Alternative Investments, Corporate Finance, Asset Managment, Asset Allocation, Fixed Income, Investments, Bloomberg, Trading, Financial Analysis, Management, Strategic Partnerships, Capital Markets, Finance, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Philosophy
Maret
UBS Wealth Management May 2015 - Present
J.P. Morgan August 2011 - May 2015
Morgan Stanley Private Wealth Management January 2008 - August 2011
Boston Research and Management June 2003 - January 2008
Boston Research and Management June 2002 - June 2003
Morgan, Lewis & Bockius September 1998 - July 2000
Skills
Valuation, Financial Modeling, Investment Management, Equities, Portfolio Management, Private Equity, Alternative Investments, Corporate Finance, Asset Managment, Asset Allocation, Fixed Income, Investments, Bloomberg, Trading, Financial Analysis, Management, Strategic Partnerships, Capital Markets, Finance, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Philosophy
Maret
Lise Courtney D'Amico's UBS Wealth Management Experience June 2014 - August 2014
Job Resident Assistant at Boston College
Industry Financial Services
Experience
Boston College September 2014 - Present
Boston College August 2014 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Stata, LaTeX, Microsoft Office, PowerPoint, Microsoft Word, Research, Editing, Leadership, Teamwork
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Holton-Arms School 2003 — 2012
Boston College September 2014 - Present
Boston College August 2014 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Stata, LaTeX, Microsoft Office, PowerPoint, Microsoft Word, Research, Editing, Leadership, Teamwork
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Holton-Arms School 2003 — 2012
John Amore John Amore's UBS Wealth Management Experience April 2012 - September 2013
Job Head, Wealth Management Transformation Solutions
Industry Banking
Experience
UBS September 2015 - Present
UBS October 2013 - August 2015
UBS Wealth Management April 2012 - September 2013
UBS Wealth Management July 2008 - April 2012
UBS Wealth Management June 2005 - June 2008
Citi May 2004 - August 2004
The Overseas Private Investment Corporation (OPIC) 2003 - 2003
Accenture 1997 - 2002
Skills
Wealth Management, Private Banking, Financial Markets, Investments, Capital Markets, Structured Products, Derivatives, Hedge Funds, Bloomberg, Asset Management, Series 7, Banking, Investment Advisory, Corporate Finance, Mutual Funds, Emerging Markets, Financial Modeling, Securities, Financial Analysis, Trading, Asset Allocation, Alternative Investments
Education
Columbia University in the City of New York 2013 — 2016
Certificate in Conservation & Environmental Sustainability at the Earth Institute
Columbia University - Columbia Business School 2002 — 2005
Masters of Business Administration (MBA), Finance
Columbia University - School of International and Public Affairs 2002 — 2005
Masters of International Affairs, International Economic Policy
Boston College 1993 — 1997
BS, Economics
上智大学 1996 — 1996
Semester abroad
UBS September 2015 - Present
UBS October 2013 - August 2015
UBS Wealth Management April 2012 - September 2013
UBS Wealth Management July 2008 - April 2012
UBS Wealth Management June 2005 - June 2008
Citi May 2004 - August 2004
The Overseas Private Investment Corporation (OPIC) 2003 - 2003
Accenture 1997 - 2002
Skills
Wealth Management, Private Banking, Financial Markets, Investments, Capital Markets, Structured Products, Derivatives, Hedge Funds, Bloomberg, Asset Management, Series 7, Banking, Investment Advisory, Corporate Finance, Mutual Funds, Emerging Markets, Financial Modeling, Securities, Financial Analysis, Trading, Asset Allocation, Alternative Investments
Education
Columbia University in the City of New York 2013 — 2016
Certificate in Conservation & Environmental Sustainability at the Earth Institute
Columbia University - Columbia Business School 2002 — 2005
Masters of Business Administration (MBA), Finance
Columbia University - School of International and Public Affairs 2002 — 2005
Masters of International Affairs, International Economic Policy
Boston College 1993 — 1997
BS, Economics
上智大学 1996 — 1996
Semester abroad
Thomas Meloro's UBS Wealth Management Experience May 2012 - August 2012
Job Financial Analyst at Textron Systems
Industry Financial Services
Experience
Textron Systems June 2015 - Present
Boston College September 2011 - May 2015
TD May 2014 - August 2014
TD June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Research, Microsoft Word, Microsoft Office, Data Analysis, Facebook, Social Media, Event Planning, Teamwork, Spanish, Higher Education, Time Management, Social Networking
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
Bergen Catholic High School
Textron Systems June 2015 - Present
Boston College September 2011 - May 2015
TD May 2014 - August 2014
TD June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Research, Microsoft Word, Microsoft Office, Data Analysis, Facebook, Social Media, Event Planning, Teamwork, Spanish, Higher Education, Time Management, Social Networking
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
Bergen Catholic High School
Kelsey Bishop's UBS Wealth Management Experience June 2014 - August 2014
Job Finance Major and International Studies Minor at Boston College
Industry Financial Services
Experience
Boston College August 2015 - Present
Boston College June 2015 - Present
CHAARG LLC January 2015 - Present
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, JavaScript, Data Analysis, Facebook, PowerPoint
Education
Boston College 2014 — 2018
Finance
Villa Walsh Academy 2008 — 2014
Boston College August 2015 - Present
Boston College June 2015 - Present
CHAARG LLC January 2015 - Present
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, JavaScript, Data Analysis, Facebook, PowerPoint
Education
Boston College 2014 — 2018
Finance
Villa Walsh Academy 2008 — 2014
Kathleen Kelleher, CLU, ChFC, CASL's UBS Wealth Management Experience August 2000 - March 2007
Job Managing Director at Kelleher Global Legal Support LLC
Industry Marketing and Advertising
Experience
Kelleher Global Legal Support LLC September 2013 - Present
Kardaras & Kelleher LLP January 2010 - February 2013
Boomers & Beyond Consulting Services LLC May 2007 - January 2012
UBS Wealth Management August 2000 - March 2007
Prudential Investments July 1995 - July 2000
Protective Life - Investment Products Division September 1993 - November 1994
Landmark Financial November 1988 - May 1991
Education
Fairleigh Dickinson University
BA, French
Boston University 2011 — 2011
Paralegal Certificate
Kelleher Global Legal Support LLC September 2013 - Present
Kardaras & Kelleher LLP January 2010 - February 2013
Boomers & Beyond Consulting Services LLC May 2007 - January 2012
UBS Wealth Management August 2000 - March 2007
Prudential Investments July 1995 - July 2000
Protective Life - Investment Products Division September 1993 - November 1994
Landmark Financial November 1988 - May 1991
Education
Fairleigh Dickinson University
BA, French
Boston University 2011 — 2011
Paralegal Certificate
Thomas Doyle's UBS Wealth Management Experience July 2012 - September 2012
Job J.D. Candidate at Boston College Law School
Industry Law Practice
Experience
Barclays Investment Bank May 2014 - June 2015
Barclays Investment Bank May 2013 - August 2013
UBS Wealth Management July 2012 - September 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Mutual Funds, PowerPoint, Investments, Investment Strategies, Public Speaking, Microsoft Office 2007, Financial Markets, Financial Risk, Portfolio Management, Legal Compliance, Bonds, Financial Regulation, Data Analysis, Legal Research, Research, Securities Regulation, Social Media, Leadership, Microsoft Office
Education
Boston College Law School 2015 — 2018
Juris Doctor (J.D.)
Boston College 2011 — 2014
Bachelor's Degree, Political Science
Michigan State University 2010 — 2011
Bachelor of Arts (B.A.), Economics
Barclays Investment Bank May 2014 - June 2015
Barclays Investment Bank May 2013 - August 2013
UBS Wealth Management July 2012 - September 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Mutual Funds, PowerPoint, Investments, Investment Strategies, Public Speaking, Microsoft Office 2007, Financial Markets, Financial Risk, Portfolio Management, Legal Compliance, Bonds, Financial Regulation, Data Analysis, Legal Research, Research, Securities Regulation, Social Media, Leadership, Microsoft Office
Education
Boston College Law School 2015 — 2018
Juris Doctor (J.D.)
Boston College 2011 — 2014
Bachelor's Degree, Political Science
Michigan State University 2010 — 2011
Bachelor of Arts (B.A.), Economics
Jaclyn Scharf's UBS Wealth Management Experience March 2015 - Present
Job Wealth Strategy AssociateUBS
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Barclays Wealth and Investment Management September 2010 - March 2015
Skills
Microsoft Excel, International Relations, Microsoft Office, Social Media, Equities, Financial Analysis, Investments, Financial Modeling, Marketing, Portfolio Management
Education
Boston University 2006 — 2010
BS, Political Science
Boston University 2006 — 2010
BA, Political Science
UBS Wealth Management March 2015 - Present
Barclays Wealth and Investment Management September 2010 - March 2015
Skills
Microsoft Excel, International Relations, Microsoft Office, Social Media, Equities, Financial Analysis, Investments, Financial Modeling, Marketing, Portfolio Management
Education
Boston University 2006 — 2010
BS, Political Science
Boston University 2006 — 2010
BA, Political Science
Tyler Schenk's UBS Wealth Management Experience June 2011 - August 2011
Job Business Execution Strategist, UBS Wealth Advice Center
Industry Financial Services
Experience
UBS March 2015 - Present
UBS April 2014 - March 2015
UBS August 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
Saint Louis Science Center May 2010 - August 2010
Saint Louis Circuit Attorney May 2010 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Public Speaking, Event Planning, Research, Editing, Leadership, Facebook, Social Media Marketing, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
BS, Finance, Marketing
Freie Universität Berlin 2011 — 2011
UBS March 2015 - Present
UBS April 2014 - March 2015
UBS August 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
Saint Louis Science Center May 2010 - August 2010
Saint Louis Circuit Attorney May 2010 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Public Speaking, Event Planning, Research, Editing, Leadership, Facebook, Social Media Marketing, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
BS, Finance, Marketing
Freie Universität Berlin 2011 — 2011
Laura Forth's UBS Wealth Management Experience September 2012 - December 2012
Job Marketing and Sales at Shearwater International
Industry Marketing and Advertising
Experience
Lusidio June 2015 - Present
Shearwater International July 2015 - Present
College AppAssist Incorporated March 2014 - Present
College CFO November 2014 - July 2015
College CFO January 2014 - November 2014
BBDO June 2014 - August 2014
DivaCFO September 2013 - May 2014
Artists Alliance March 2013 - June 2013
Live More Awesome January 2013 - March 2013
UBS Wealth Management September 2012 - December 2012
Skills
Customer Service, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Teaching, OS X, Marketing, Research, Teamwork, SPSS, Photoshop, Social Networking, Facebook, Strategic Planning, Behavioral Targeting, Event Planning
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Marketing, Senior
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Senior
Lusidio June 2015 - Present
Shearwater International July 2015 - Present
College AppAssist Incorporated March 2014 - Present
College CFO November 2014 - July 2015
College CFO January 2014 - November 2014
BBDO June 2014 - August 2014
DivaCFO September 2013 - May 2014
Artists Alliance March 2013 - June 2013
Live More Awesome January 2013 - March 2013
UBS Wealth Management September 2012 - December 2012
Skills
Customer Service, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Teaching, OS X, Marketing, Research, Teamwork, SPSS, Photoshop, Social Networking, Facebook, Strategic Planning, Behavioral Targeting, Event Planning
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Marketing, Senior
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Senior
Ned Allen's UBS Wealth Management Experience June 2013 - August 2013
Job Student at Boston College
Industry Higher Education
Experience
Boston College September 2012 - Present
Echo Lake Country Club June 2008 - July 2014
American SurgiSite Centers, Inc. June 2013 - August 2013
UBS Wealth Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Facebook, Spanish, Customer Service, Teamwork, Photoshop, Time Management
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance, Junior
Boston College September 2012 - Present
Echo Lake Country Club June 2008 - July 2014
American SurgiSite Centers, Inc. June 2013 - August 2013
UBS Wealth Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Facebook, Spanish, Customer Service, Teamwork, Photoshop, Time Management
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance, Junior
Stacey Bolger's UBS Wealth Management Experience June 2012 - August 2012
Job Sales Engineer at Precision Optical Transceivers
Industry Financial Services
Experience
Precision Optical Transceivers January 2014 - Present
Stand Against Cancer: Wilmot Cancer Center September 2013 - Present
Boston College September 2010 - May 2013
UBS Wealth Management June 2012 - August 2012
Stacey's Lawn and Landscape May 2007 - October 2010
Stacey's Stand May 2000 - November 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Social Media, Data Analysis, Team Leadership, Research, Writing, Microsoft Office, Creative Writing, Reading Comprehension, Downhill Skiing, SPSS, Financial Econometrics, Teamwork, Asset Management, Financial Analysis, Stata, Public Speaking, Spanish-speaking, English, Spanish Literature, Accounting, Windows, Photoshop, Financial Modeling, Economics, Econometric Modeling, Econometrics, Statistics, Stocks, Soccer, Cisco Technologies, Cisco Routers, Cisco Nexus, Alcatel, Juniper Switches, Dell Switches, Dell PowerEdge Servers, Brocade Fibre Switches, Adtran, Ciena, Calix, Switches, Fiber Optics, Transceivers
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics, English, Hispanic Studies, Cum Laude
Pittsford Sutherland High School 2005 — 2009
High School Diploma, Magna Cum Laude
Waterville Valley Academy 2006 — 2009
Precision Optical Transceivers January 2014 - Present
Stand Against Cancer: Wilmot Cancer Center September 2013 - Present
Boston College September 2010 - May 2013
UBS Wealth Management June 2012 - August 2012
Stacey's Lawn and Landscape May 2007 - October 2010
Stacey's Stand May 2000 - November 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Social Media, Data Analysis, Team Leadership, Research, Writing, Microsoft Office, Creative Writing, Reading Comprehension, Downhill Skiing, SPSS, Financial Econometrics, Teamwork, Asset Management, Financial Analysis, Stata, Public Speaking, Spanish-speaking, English, Spanish Literature, Accounting, Windows, Photoshop, Financial Modeling, Economics, Econometric Modeling, Econometrics, Statistics, Stocks, Soccer, Cisco Technologies, Cisco Routers, Cisco Nexus, Alcatel, Juniper Switches, Dell Switches, Dell PowerEdge Servers, Brocade Fibre Switches, Adtran, Ciena, Calix, Switches, Fiber Optics, Transceivers
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics, English, Hispanic Studies, Cum Laude
Pittsford Sutherland High School 2005 — 2009
High School Diploma, Magna Cum Laude
Waterville Valley Academy 2006 — 2009
Sara Boretsky's UBS Wealth Management Experience May 2012 - August 2012
Job Client Services Coordinator at Daily Mail
Industry Marketing and Advertising
Experience
MailOnline August 2015 - Present
451 Marketing September 2014 - December 2014
451 Marketing May 2014 - September 2014
Sunshine Sachs January 2014 - May 2014
Kappa Alpha Theta Eta Chi Chapter January 2013 - December 2013
Monelle May 2013 - June 2013
American Eagle Outfitters May 2012 - November 2012
UBS Wealth Management May 2012 - August 2012
UPMC May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Facebook, Sales, Analysis, Microsoft Word, Social Media Marketing, Research, Recruiting, PowerPoint, Public Relations, Twitter, Press Releases, Wrap Reports, Google Docs, Event Planning, Social Networking
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Marketing
The Hotchkiss School 2009 — 2011
MailOnline August 2015 - Present
451 Marketing September 2014 - December 2014
451 Marketing May 2014 - September 2014
Sunshine Sachs January 2014 - May 2014
Kappa Alpha Theta Eta Chi Chapter January 2013 - December 2013
Monelle May 2013 - June 2013
American Eagle Outfitters May 2012 - November 2012
UBS Wealth Management May 2012 - August 2012
UPMC May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Facebook, Sales, Analysis, Microsoft Word, Social Media Marketing, Research, Recruiting, PowerPoint, Public Relations, Twitter, Press Releases, Wrap Reports, Google Docs, Event Planning, Social Networking
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Marketing
The Hotchkiss School 2009 — 2011
Brian Pash's UBS Wealth Management Experience June 2013 - Present
Job Client Relations Analyst at Markit
Industry Financial Services
Experience
Markit November 2014 - Present
UBS Wealth Management June 2013 - Present
UBS Wealth Management June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Microsoft Word, Business Strategy, Public Speaking, Microsoft Excel, Social Media, PowerPoint, Financial Analysis, Microsoft Office, Outlook, Research, Photoshop, Social Networking
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor's Degree, Finance and Information Systems
Bergen Catholic High School 2006 — 2010
Markit November 2014 - Present
UBS Wealth Management June 2013 - Present
UBS Wealth Management June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Microsoft Word, Business Strategy, Public Speaking, Microsoft Excel, Social Media, PowerPoint, Financial Analysis, Microsoft Office, Outlook, Research, Photoshop, Social Networking
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor's Degree, Finance and Information Systems
Bergen Catholic High School 2006 — 2010
Kelly Sennott's UBS Wealth Management Experience June 2015 - August 2015
Job Incoming Summer Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - August 2015
Boston College Investment Office April 2013 - May 2015
UBS Wealth Management March 2014 - August 2014
Unitiques™ September 2013 - May 2014
Financial Architects Partners June 2012 - December 2012
Suffolk County District Attorney's Office June 2011 - August 2012
Victim Rights Law Center June 2011 - August 2011
United Way of Massachusetts Bay June 2010 - August 2010
Skills
Social Media, Research, Bloomberg, Proofreading, Microsoft Excel, Marketing Strategy, Community Outreach, Digital Photography, Photoshop, Blogging, Organization, PowerPoint, Adobe Acrobat, Outlook, Microsoft Word
Education
Boston College 2012 — 2016
Bachelor's degree, Economics and History
Westwood High Scool 2008 — 2012
UBS Wealth Management June 2015 - August 2015
Boston College Investment Office April 2013 - May 2015
UBS Wealth Management March 2014 - August 2014
Unitiques™ September 2013 - May 2014
Financial Architects Partners June 2012 - December 2012
Suffolk County District Attorney's Office June 2011 - August 2012
Victim Rights Law Center June 2011 - August 2011
United Way of Massachusetts Bay June 2010 - August 2010
Skills
Social Media, Research, Bloomberg, Proofreading, Microsoft Excel, Marketing Strategy, Community Outreach, Digital Photography, Photoshop, Blogging, Organization, PowerPoint, Adobe Acrobat, Outlook, Microsoft Word
Education
Boston College 2012 — 2016
Bachelor's degree, Economics and History
Westwood High Scool 2008 — 2012
Jeffrey Wetherbee's UBS Wealth Management Experience May 1994 - May 2004
Job Stategic Partner/Senior Coach Focus Partners, LLC
Industry Investment Management
Experience
Tru-Edge Consulting, LLC June 2011 - Present
Focus Partners, LLC April 2012 - July 2013
Oculus Partners, LLC May 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - June 2011
Paradigm Capital Management June 2009 - May 2010
Glenmont Partners,LLC. January 2007 - December 2008
NYS Small Business Technology Investment Fund June 2004 - January 2007
UBS Wealth Management May 1994 - May 2004
Prudential Investments 1988 - 1994
EFHutton July 1978 - January 1988
Skills
Coaching, Start-ups, Recruiting, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 63, Retirement Planning, Securities, Asset Managment, Portfolio Management, Equities, Financial Advisory, Fixed Income, Strategic Financial..., Private Equity, Venture Capital, 401k, Hedge Funds, Retirement, Fixed Annuities, Training, Sales Management, Employee Development, Finance
Education
Boston University - School of Management
BS in BA, Business management
Buckingham, Browne & Nichols School
Cambridge, MA.
Tru-Edge Consulting, LLC June 2011 - Present
Focus Partners, LLC April 2012 - July 2013
Oculus Partners, LLC May 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - June 2011
Paradigm Capital Management June 2009 - May 2010
Glenmont Partners,LLC. January 2007 - December 2008
NYS Small Business Technology Investment Fund June 2004 - January 2007
UBS Wealth Management May 1994 - May 2004
Prudential Investments 1988 - 1994
EFHutton July 1978 - January 1988
Skills
Coaching, Start-ups, Recruiting, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 63, Retirement Planning, Securities, Asset Managment, Portfolio Management, Equities, Financial Advisory, Fixed Income, Strategic Financial..., Private Equity, Venture Capital, 401k, Hedge Funds, Retirement, Fixed Annuities, Training, Sales Management, Employee Development, Finance
Education
Boston University - School of Management
BS in BA, Business management
Buckingham, Browne & Nichols School
Cambridge, MA.
Bradford Bernstein, CFP®, CIMA® Bradford Bernstein, CFP®, CIMA®'s UBS Wealth Management Experience April 2002 - Present
Job Senior Vice PresidentUBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2002 - Present
Prudential Financial July 1999 - April 2002
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst® Certification Course
Boston University 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Certification Course
Boston University 1995 — 1999
Bachelor of Arts (B.A.)
UBS Wealth Management April 2002 - Present
Prudential Financial July 1999 - April 2002
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst® Certification Course
Boston University 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Certification Course
Boston University 1995 — 1999
Bachelor of Arts (B.A.)
James Romanelli James Romanelli's UBS Wealth Management Experience June 2012 - August 2013
Job Credit Risk Analyst at CIT
Industry Financial Services
Experience
CIT July 2014 - Present
Eagle Ops September 2011 - May 2014
UBS Wealth Management June 2012 - August 2013
Hunzinger Accounting and Financial Solutions June 2012 - August 2013
Skills
Financial Analysis, Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Danish, Accounting, Investments, Financial Modeling, Leadership, QuickBooks, Bloomberg Terminal
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance, Marketing, Information Systems, History
Copenhagen Business School 2012 — 2012
Finance, Marketing
St. Anthony's High School 2006 — 2010
CIT July 2014 - Present
Eagle Ops September 2011 - May 2014
UBS Wealth Management June 2012 - August 2013
Hunzinger Accounting and Financial Solutions June 2012 - August 2013
Skills
Financial Analysis, Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Danish, Accounting, Investments, Financial Modeling, Leadership, QuickBooks, Bloomberg Terminal
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance, Marketing, Information Systems, History
Copenhagen Business School 2012 — 2012
Finance, Marketing
St. Anthony's High School 2006 — 2010
Katie Casebeer's UBS Wealth Management Experience May 2014 - August 2014
Job University Relations at Sonos, Inc.
Industry Human Resources
Experience
Sonos, Inc. March 2015 - Present
UBS Wealth Management May 2014 - August 2014
Impact Education, LLC June 2013 - September 2013
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Program Management, Social Networking, Teamwork, University Relations, Event Planning
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Human Resource Management, Organizational Studies
Mount Saint Joseph Academy 2007 — 2011
Sonos, Inc. March 2015 - Present
UBS Wealth Management May 2014 - August 2014
Impact Education, LLC June 2013 - September 2013
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Program Management, Social Networking, Teamwork, University Relations, Event Planning
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Human Resource Management, Organizational Studies
Mount Saint Joseph Academy 2007 — 2011
Elaine Uy's UBS Wealth Management Experience June 2007 - August 2007
Job Senior Software Engineer at Tapjoy
Industry Computer Software
Experience
Tapjoy October 2013 - Present
TPR Media January 2012 - October 2013
General Dynamics C4 Systems July 2008 - January 2012
UBS Wealth Management June 2007 - August 2007
Skills
HTML, Perl, Java, C++, C, Ruby on Rails, ClearCase, Git, Systems Engineering, Patient Engagement, Software Engineering, Python, Object Oriented Design, Subversion, System Architecture, Endorsements
Education
Boston University 2004 — 2008
B.S., Computer Systems Engineering
Tapjoy October 2013 - Present
TPR Media January 2012 - October 2013
General Dynamics C4 Systems July 2008 - January 2012
UBS Wealth Management June 2007 - August 2007
Skills
HTML, Perl, Java, C++, C, Ruby on Rails, ClearCase, Git, Systems Engineering, Patient Engagement, Software Engineering, Python, Object Oriented Design, Subversion, System Architecture, Endorsements
Education
Boston University 2004 — 2008
B.S., Computer Systems Engineering
Martina Chow's UBS Wealth Management Experience March 2005 - April 2009
Job Sr. Business Analyst at KPMG
Industry Financial Services
Experience
KPMG February 2015 - Present
KPMG February 2013 - Present
Barclays Capital November 2009 - January 2013
UBS Wealth Management March 2005 - April 2009
UBS Wealth Management January 2005 - March 2005
UBS Wealth Management August 2004 - January 2005
Skills
Fixed Income, Management, Bloomberg, Business Development, Risk Management, Equities, Financial Analysis, Financial Modeling, Integration, Business Analysis, SDLC, Derivatives, Analytics, Business Process, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BA, Finance, Marketing
KPMG February 2015 - Present
KPMG February 2013 - Present
Barclays Capital November 2009 - January 2013
UBS Wealth Management March 2005 - April 2009
UBS Wealth Management January 2005 - March 2005
UBS Wealth Management August 2004 - January 2005
Skills
Fixed Income, Management, Bloomberg, Business Development, Risk Management, Equities, Financial Analysis, Financial Modeling, Integration, Business Analysis, SDLC, Derivatives, Analytics, Business Process, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BA, Finance, Marketing
Wanying (Lucy) Qiu's UBS Wealth Management Experience July 2012 - Present
Job Investment Research Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2012 - Present
UBS Investment Bank July 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
State Street June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Boston College Student Agencies April 2007 - May 2008
Skills
Equity Research, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Financial Analysis, Investments, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.Sc.), Accounting and Finance
PFLS 2000 — 2007
High School
UBS Wealth Management July 2012 - Present
UBS Investment Bank July 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
State Street June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Boston College Student Agencies April 2007 - May 2008
Skills
Equity Research, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Financial Analysis, Investments, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.Sc.), Accounting and Finance
PFLS 2000 — 2007
High School
Barbara Fuchs Barbara Fuchs's UBS Wealth Management Experience June 2006 - April 2012
Job Vice President, Leadership & Development, International Businesses at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2012 - Present
UBS Wealth Management June 2006 - April 2012
Sony Corporation of America January 2004 - June 2006
Sony Europe 2000 - 2004
Blue Band Hotels 1995 - 1997
Marriott International 1992 - 1995
Raytheon - Badger Engineers 1989 - 1991
Skills
Executive Development, Succession, Talent Management, Talent Development, Organizational..., 360 Feedback, Succession Planning, Talent Assessment, Organizational Design, MBTI, Global HR, HR Strategy, Culture Change, Leadership Development, Management Development, Organizational..., Performance Management, Employee Engagement, Executive Coaching, E-learning, Management Consulting, Career Development, Coaching, HR Consulting, Interviews, Personnel Management, Workshop Facilitation, Onboarding, Learning Management, Leadership, Human Resources, Business Transformation, Career Management, Executive Management, Blended Learning, HR Transformation, Talent Acquisition, Strategy, Change Management, Team Building, Employer Branding, Workforce Planning, Training Delivery, Employee Relations, Employee Training, Training, Performance Improvement, Mergers & Acquisitions, Compensation & Benefit
Education
Thunderbird School of Global Management 1991 — 1992
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 1981 — 1985
BS BA
Prudential Financial April 2012 - Present
UBS Wealth Management June 2006 - April 2012
Sony Corporation of America January 2004 - June 2006
Sony Europe 2000 - 2004
Blue Band Hotels 1995 - 1997
Marriott International 1992 - 1995
Raytheon - Badger Engineers 1989 - 1991
Skills
Executive Development, Succession, Talent Management, Talent Development, Organizational..., 360 Feedback, Succession Planning, Talent Assessment, Organizational Design, MBTI, Global HR, HR Strategy, Culture Change, Leadership Development, Management Development, Organizational..., Performance Management, Employee Engagement, Executive Coaching, E-learning, Management Consulting, Career Development, Coaching, HR Consulting, Interviews, Personnel Management, Workshop Facilitation, Onboarding, Learning Management, Leadership, Human Resources, Business Transformation, Career Management, Executive Management, Blended Learning, HR Transformation, Talent Acquisition, Strategy, Change Management, Team Building, Employer Branding, Workforce Planning, Training Delivery, Employee Relations, Employee Training, Training, Performance Improvement, Mergers & Acquisitions, Compensation & Benefit
Education
Thunderbird School of Global Management 1991 — 1992
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 1981 — 1985
BS BA
Jeffrey Potempa Jeffrey Potempa's UBS Wealth Management Experience June 2010 - October 2010
Job CTRM Consultant at capSpire, Inc
Industry Oil & Energy
Experience
capSpire, Inc August 2015 - Present
Geneva Trading October 2010 - July 2015
UBS Wealth Management June 2010 - October 2010
Cadent Financial LLC June 2008 - August 2008
Aethena Investment Group June 2004 - July 2004
Skills
Derivatives, Fixed Income, Econometrics, Economics, Portfolio Management, Quantitative Finance, Trading, Financial Analysis, Investments, Strategy, Statistics, Analysis, Finance, Financial Risk, Private Equity, Macroeconomics, Business Analysis, Financial Services, C++, Optimization, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, Research, Risk Management, Financial Markets, Capital Markets
Education
Boston University Questrom School of Business 2009 — 2010
Master of Science
Carleton College 2005 — 2009
Bachelor of Arts degree
capSpire, Inc August 2015 - Present
Geneva Trading October 2010 - July 2015
UBS Wealth Management June 2010 - October 2010
Cadent Financial LLC June 2008 - August 2008
Aethena Investment Group June 2004 - July 2004
Skills
Derivatives, Fixed Income, Econometrics, Economics, Portfolio Management, Quantitative Finance, Trading, Financial Analysis, Investments, Strategy, Statistics, Analysis, Finance, Financial Risk, Private Equity, Macroeconomics, Business Analysis, Financial Services, C++, Optimization, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, Research, Risk Management, Financial Markets, Capital Markets
Education
Boston University Questrom School of Business 2009 — 2010
Master of Science
Carleton College 2005 — 2009
Bachelor of Arts degree
Matthew A. Melinger's UBS Wealth Management Experience August 2007 - May 2008
Job Seasoned Hedge Fund Specialist
Industry Investment Management
Experience
Hutchin Hill Capital February 2013 - June 2015
Hutchin Hill Capital February 2010 - February 2013
Hutchin Hill Capital September 2009 - February 2010
Goldman Sachs Asset Management June 2008 - September 2009
UBS Wealth Management August 2007 - May 2008
Skills
Hedge Funds, Investor Relations..., Relationship Management, Bloomberg, Marketing Material..., Asset Management, Trading, Investor Presentations, Alternative Investments, Securities, Investments, Fixed Income, Equities, Derivatives, Business Analysis, Emerging Markets, Credit, Microsoft Office, Client Services, Wealth Management, Valuation, Windows, Analysis, Excel, FX, Risk Management, Middle Office, Cash Management, Traders, Interest Rate..., Trading Systems, Business Strategy, Options, Portfolio Management, Credit Derivatives, Financial Analysis, Bonds, Electronic Trading, Financial Markets, Securities Lending, ETFs, Structured Products, Funding, Industry Analysis, FX trading, Credit Analysis, Risk, Bloomberg Terminal, Capital Markets, Management
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance & Accounting, Art History Minor
Columbia Grammar and Preparatory School 1990 — 2003
High School Diploma
Hutchin Hill Capital February 2013 - June 2015
Hutchin Hill Capital February 2010 - February 2013
Hutchin Hill Capital September 2009 - February 2010
Goldman Sachs Asset Management June 2008 - September 2009
UBS Wealth Management August 2007 - May 2008
Skills
Hedge Funds, Investor Relations..., Relationship Management, Bloomberg, Marketing Material..., Asset Management, Trading, Investor Presentations, Alternative Investments, Securities, Investments, Fixed Income, Equities, Derivatives, Business Analysis, Emerging Markets, Credit, Microsoft Office, Client Services, Wealth Management, Valuation, Windows, Analysis, Excel, FX, Risk Management, Middle Office, Cash Management, Traders, Interest Rate..., Trading Systems, Business Strategy, Options, Portfolio Management, Credit Derivatives, Financial Analysis, Bonds, Electronic Trading, Financial Markets, Securities Lending, ETFs, Structured Products, Funding, Industry Analysis, FX trading, Credit Analysis, Risk, Bloomberg Terminal, Capital Markets, Management
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance & Accounting, Art History Minor
Columbia Grammar and Preparatory School 1990 — 2003
High School Diploma
Seong Seog Lee's UBS Wealth Management Experience June 2013 - August 2013
Job Client Engineer at Quantopian
Industry Financial Services
Experience
Quantopian September 2014 - Present
AdHarmonics January 2014 - September 2014
Trending View September 2013 - May 2014
Quantopian September 2013 - December 2013
UBS Wealth Management June 2013 - August 2013
Boston College May 2011 - May 2013
Skills
Economics, Finance, Public Speaking, Marketing, Strategic Partnerships
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BSc), Computer Science and Finance
Quantopian September 2014 - Present
AdHarmonics January 2014 - September 2014
Trending View September 2013 - May 2014
Quantopian September 2013 - December 2013
UBS Wealth Management June 2013 - August 2013
Boston College May 2011 - May 2013
Skills
Economics, Finance, Public Speaking, Marketing, Strategic Partnerships
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BSc), Computer Science and Finance
Makoto Shimizu, CFA's UBS Wealth Management Experience July 2012 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2012 - Present
Tokai Tokyo Research Center April 2010 - June 2012
Nomura Asset Management U.S.A. September 2006 - October 2009
Daiwa Securities America March 1998 - August 2006
Yamaichi International America November 1996 - January 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
Meiji University 1989 — 1993
Bachelor, International Business
UBS Wealth Management July 2012 - Present
Tokai Tokyo Research Center April 2010 - June 2012
Nomura Asset Management U.S.A. September 2006 - October 2009
Daiwa Securities America March 1998 - August 2006
Yamaichi International America November 1996 - January 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
Meiji University 1989 — 1993
Bachelor, International Business
Rick Nersesian's UBS Wealth Management Experience 2006 - 2007
Job CEO Rick Nersesian Consulting
Industry Financial Services
Experience
Rick Nersesian Consulting December 2008 - Present
RIAA 2007 - 2010
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2004 - 2006
Merrill Lynch 1985 - 2004
Merrill Lynch Global Wealth Management 1985 - 2003
Exxon Corporation 1977 - 1985
Skills
Retirement Income..., IRA Rollovers, Tax Law, Retirement Planning, Annuities, Wealth Management, Retirement, IRAs, Fixed Annuities, Pensions, Mutual Funds, Strategic Financial..., Financial Services, Insurance, Investments, Series 7, Asset Management, Alternative Investments, 401k, Series 63, Asset Allocation, Financial Planning
Education
Boston College Law School
JD, Law - taxation
Syracuse University
Political Science
Rick Nersesian Consulting December 2008 - Present
RIAA 2007 - 2010
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2004 - 2006
Merrill Lynch 1985 - 2004
Merrill Lynch Global Wealth Management 1985 - 2003
Exxon Corporation 1977 - 1985
Skills
Retirement Income..., IRA Rollovers, Tax Law, Retirement Planning, Annuities, Wealth Management, Retirement, IRAs, Fixed Annuities, Pensions, Mutual Funds, Strategic Financial..., Financial Services, Insurance, Investments, Series 7, Asset Management, Alternative Investments, 401k, Series 63, Asset Allocation, Financial Planning
Education
Boston College Law School
JD, Law - taxation
Syracuse University
Political Science
Matthew Waldman's UBS Wealth Management Experience July 2011 - Present
Job Senior Vice President, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
Thomas Philip's UBS Wealth Management Experience June 2012 - April 2014
Job Director of Accounting/Finance at Cardpool.com
Industry Financial Services
Experience
Cardpool.com April 2014 - Present
UBS Wealth Management June 2012 - April 2014
UBS Wealth Management September 2007 - June 2012
UBS Wealth Management September 2004 - March 2006
Bank of America March 2002 - September 2004
Bank of America July 2000 - March 2002
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Corporate Finance, Financial Reporting, Finance, Analysis, Business Analysis, Forecasting, Investments, Mergers & Acquisitions, Management, Financial Planning, Banking, Accounting, Capital Markets, Auditing, Financial Services, Risk Management
Education
Fordham University, Graduate School of Business 2005 — 2008
Master, Business Administration
Boston University - School of Management 1996 — 2000
Bachelor of Science, Business Administration; Finance and Management Information Systems
Cardpool.com April 2014 - Present
UBS Wealth Management June 2012 - April 2014
UBS Wealth Management September 2007 - June 2012
UBS Wealth Management September 2004 - March 2006
Bank of America March 2002 - September 2004
Bank of America July 2000 - March 2002
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Corporate Finance, Financial Reporting, Finance, Analysis, Business Analysis, Forecasting, Investments, Mergers & Acquisitions, Management, Financial Planning, Banking, Accounting, Capital Markets, Auditing, Financial Services, Risk Management
Education
Fordham University, Graduate School of Business 2005 — 2008
Master, Business Administration
Boston University - School of Management 1996 — 2000
Bachelor of Science, Business Administration; Finance and Management Information Systems
Kristin Braine, CCP's UBS Wealth Management Experience September 2004 - January 2006
Job Compensation Professional
Industry Human Resources
Experience
Deloitte April 2014 - Present
Nielsen October 2011 - March 2014
Accenture July 2008 - October 2011
AIG January 2006 - February 2008
UBS Wealth Management September 2004 - January 2006
Dendrite April 2002 - September 2004
Skills
Cost Modeling, Salary Broadbanding, Regulatory Compliance, Budgeting and Planning, Job Content Evaluation, Team Training and..., Cross-Functional..., Job Description..., Statistical Analysis, Bonus Administration, Market Data Research, Competitive Analysis
Education
Boston College 1997 — 1999
MA, Psychology
Lehigh University 1993 — 1997
BA, Psychology
Deloitte April 2014 - Present
Nielsen October 2011 - March 2014
Accenture July 2008 - October 2011
AIG January 2006 - February 2008
UBS Wealth Management September 2004 - January 2006
Dendrite April 2002 - September 2004
Skills
Cost Modeling, Salary Broadbanding, Regulatory Compliance, Budgeting and Planning, Job Content Evaluation, Team Training and..., Cross-Functional..., Job Description..., Statistical Analysis, Bonus Administration, Market Data Research, Competitive Analysis
Education
Boston College 1997 — 1999
MA, Psychology
Lehigh University 1993 — 1997
BA, Psychology
Kyle Concannon, CFA's UBS Wealth Management Experience April 2009 - July 2011
Job Global Macro Product Specialist at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
Daniel J. Steinberg's UBS Wealth Management Experience June 2001 - January 2003
Job Managing Director at F3 Capital Group LLC
Industry Financial Services
Experience
F3 Capital Group LLC October 2014 - Present
The Stonehill Group LLC September 2007 - April 2012
The Prescott Group February 2003 - September 2007
UBS Wealth Management June 2001 - January 2003
The Blackstone Group August 1996 - May 2001
The MONY Group 1995 - 1996
EY 1993 - 1995
Structure Tone August 1990 - 1993
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Private..., Management, Investment Banking, Finance, Business Strategy, Asset Management, Financial Structuring, Contract Negotiation, Investments, Investment Properties, Valuation
Education
Boston University 1986 — 1990
Bachelor of Science (BS), Finance, General
Boston University Questrom School of Business 1986 — 1990
F3 Capital Group LLC October 2014 - Present
The Stonehill Group LLC September 2007 - April 2012
The Prescott Group February 2003 - September 2007
UBS Wealth Management June 2001 - January 2003
The Blackstone Group August 1996 - May 2001
The MONY Group 1995 - 1996
EY 1993 - 1995
Structure Tone August 1990 - 1993
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Private..., Management, Investment Banking, Finance, Business Strategy, Asset Management, Financial Structuring, Contract Negotiation, Investments, Investment Properties, Valuation
Education
Boston University 1986 — 1990
Bachelor of Science (BS), Finance, General
Boston University Questrom School of Business 1986 — 1990
Kevin Grimm's UBS Wealth Management Experience February 2001 - June 2003
Job Regional Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Timothy O'Hanlon's UBS Wealth Management Experience 2008 - 2009
Job Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority March 2012 - Present
Misick & Stanbrook and Caribbean Management Services 2009 - 2012
UBS Wealth Management 2008 - 2009
State Street Bank 2006 - 2008
TD Waterhouse Group, Inc. 2002 - 2006
UBS Wealth Management 2000 - 2002
Education
Boston University
Economics
Financial Industry Regulatory Authority March 2012 - Present
Misick & Stanbrook and Caribbean Management Services 2009 - 2012
UBS Wealth Management 2008 - 2009
State Street Bank 2006 - 2008
TD Waterhouse Group, Inc. 2002 - 2006
UBS Wealth Management 2000 - 2002
Education
Boston University
Economics
Bobby Tsioutas's UBS Wealth Management Experience March 2014 - Present
Job Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management March 2014 - Present
GFI Mortgage Bankers, Inc. August 2013 - February 2014
Bethpage Federal Credit Union February 2008 - July 2013
Capital One (Greenpoint Mortgage Wholesale) September 2005 - January 2008
Lyons Mortgage Services, Inc. July 2002 - September 2005
Skills
Mortgage Lending, Underwriting, Residential Mortgages, Loan Origination, Mortgage Banking, Loans, Banking, Credit, Strategic Planning, Real Estate, Customer Service, Refinance, Consumer Lending, Risk Management, Commercial Lending, Credit Analysis, Credit Risk, Financial Analysis, Commercial Mortgages, Funding, Vendor Management, Mortgage Underwriting, Financial Risk, Financial Services, Small Business Lending, Portfolio Management, FHA, Retail Banking, Finance, Management, Commercial Banking, VA loans, Process Improvement, Operational Risk, Operational Risk..., Operations Management, Project Management, Project Planning
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science (BS), Finance
Townsend Harris High School 1995 — 1998
UBS Wealth Management March 2014 - Present
GFI Mortgage Bankers, Inc. August 2013 - February 2014
Bethpage Federal Credit Union February 2008 - July 2013
Capital One (Greenpoint Mortgage Wholesale) September 2005 - January 2008
Lyons Mortgage Services, Inc. July 2002 - September 2005
Skills
Mortgage Lending, Underwriting, Residential Mortgages, Loan Origination, Mortgage Banking, Loans, Banking, Credit, Strategic Planning, Real Estate, Customer Service, Refinance, Consumer Lending, Risk Management, Commercial Lending, Credit Analysis, Credit Risk, Financial Analysis, Commercial Mortgages, Funding, Vendor Management, Mortgage Underwriting, Financial Risk, Financial Services, Small Business Lending, Portfolio Management, FHA, Retail Banking, Finance, Management, Commercial Banking, VA loans, Process Improvement, Operational Risk, Operational Risk..., Operations Management, Project Management, Project Planning
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science (BS), Finance
Townsend Harris High School 1995 — 1998
John Penney, CFA's UBS Wealth Management Experience May 2006 - July 2007
Job ETF Sales & Trading
Industry Investment Banking
Experience
Credit Suisse March 2015 - Present
Emerging Global Advisors September 2009 - March 2015
AllianceBernstein July 2007 - September 2009
UBS Wealth Management May 2006 - July 2007
Education
Boston University Questrom School of Business 2002 — 2006
BS
Credit Suisse March 2015 - Present
Emerging Global Advisors September 2009 - March 2015
AllianceBernstein July 2007 - September 2009
UBS Wealth Management May 2006 - July 2007
Education
Boston University Questrom School of Business 2002 — 2006
BS
Francis A. Randy Goodhue III's UBS Wealth Management Experience April 2004 - Present
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2004 - Present
J.P. Morgan October 1977 - April 2004
Skills
Fixed Income, Portfolio Management, Equities, Wealth Management, Capital Markets, Investment Banking, Series 7, Banking, Derivatives, Investments, Asset Management, Hedge Funds, Alternative Investments, Risk Management, Securities, Financial Services, Mutual Funds, Series 63, Asset Allocation, Credit, Trading Systems, Bloomberg, Financial Modeling, Credit Risk, Financial Risk, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions, Private Banking
Education
Columbia University - Columbia Business School 1976 — 1977
Master of Business Administration (MBA), Investments and Securities
Boston University
Bachelor of Arts (BA), Political Science and Government
Milton Academy
UBS Wealth Management April 2004 - Present
J.P. Morgan October 1977 - April 2004
Skills
Fixed Income, Portfolio Management, Equities, Wealth Management, Capital Markets, Investment Banking, Series 7, Banking, Derivatives, Investments, Asset Management, Hedge Funds, Alternative Investments, Risk Management, Securities, Financial Services, Mutual Funds, Series 63, Asset Allocation, Credit, Trading Systems, Bloomberg, Financial Modeling, Credit Risk, Financial Risk, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions, Private Banking
Education
Columbia University - Columbia Business School 1976 — 1977
Master of Business Administration (MBA), Investments and Securities
Boston University
Bachelor of Arts (BA), Political Science and Government
Milton Academy
Martin Maffei, CFP®'s UBS Wealth Management Experience June 2007 - August 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity July 2008 - Present
UBS Wealth Management June 2007 - August 2007
Skills
Mutual Funds, Series 7, FINRA, Strategic Financial..., Asset Allocation, Certified Financial..., Wealth Management, Financial Planning, Securities, Uniform Combined State..., Retirement Planning, Asset Management, Series 66, Asset Managment
Education
Boston College 2004 — 2008
BS, Finance
Fidelity July 2008 - Present
UBS Wealth Management June 2007 - August 2007
Skills
Mutual Funds, Series 7, FINRA, Strategic Financial..., Asset Allocation, Certified Financial..., Wealth Management, Financial Planning, Securities, Uniform Combined State..., Retirement Planning, Asset Management, Series 66, Asset Managment
Education
Boston College 2004 — 2008
BS, Finance
August Kerschner's UBS Wealth Management Experience June 2010 - August 2010
Job Student at Touro University California
Industry Medical Practice
Experience
UC Berkeley September 2014 - July 2015
Marin Academy November 2012 - May 2015
Bay Imaging Consultants September 2014 - December 2014
San Francisco General Hospital June 2012 - June 2013
The Pingry School February 2012 - June 2012
UBS Wealth Management June 2010 - August 2010
UBS Wealth Management June 2009 - July 2009
Skills
Research, Public Speaking, Nonprofits, Teaching, Management, Data Analysis, Event Planning, Community Outreach, Leadership
Education
Touro University California 2015 — 2019
Doctor of Osteopathic Medicine, Osteopathic Medicine/Osteopathy
UC Berkeley 2012 — 2014
Post-Baccalaureate Health Professions Program, Pre-Medicine/Pre-Medical Studies
Wilderness Medicine Institute of NOLS 2011 — 2011
National EMS Certification, Wilderness EMT
Bowdoin College 2007 — 2011
Bachelor of Arts (BA), Biology, General
The Hotchkiss School 2003 — 2007
High School
UC Berkeley September 2014 - July 2015
Marin Academy November 2012 - May 2015
Bay Imaging Consultants September 2014 - December 2014
San Francisco General Hospital June 2012 - June 2013
The Pingry School February 2012 - June 2012
UBS Wealth Management June 2010 - August 2010
UBS Wealth Management June 2009 - July 2009
Skills
Research, Public Speaking, Nonprofits, Teaching, Management, Data Analysis, Event Planning, Community Outreach, Leadership
Education
Touro University California 2015 — 2019
Doctor of Osteopathic Medicine, Osteopathic Medicine/Osteopathy
UC Berkeley 2012 — 2014
Post-Baccalaureate Health Professions Program, Pre-Medicine/Pre-Medical Studies
Wilderness Medicine Institute of NOLS 2011 — 2011
National EMS Certification, Wilderness EMT
Bowdoin College 2007 — 2011
Bachelor of Arts (BA), Biology, General
The Hotchkiss School 2003 — 2007
High School
Sarah Hinton's UBS Wealth Management Experience September 2009 - December 2009
Job Sr Manager, Capabilities Development at American Express
Industry Financial Services
Experience
American Express September 2013 - Present
Applico January 2013 - September 2013
CSC October 2011 - January 2013
EMC July 2010 - September 2011
UBS Wealth Management September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
USA TODAY May 2008 - August 2008
Boston College October 2007 - May 2008
Fannie Mae May 2007 - June 2007
Skills
Oracle Catalyst, Microsoft Office, SAP CRM, Lotus Notes, OBIEE, Brio Query, Hyperion Reports, Visual Basic, Macros, SQL, Analysis
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance, Information Systems, & French
Université Paris Dauphine 2008 — 2009
Study Abroad, Finance, French
The London School of Economics and Political Science (LSE) 2007 — 2007
Study Abroad, Accounting, Organizational Behavior
American Express September 2013 - Present
Applico January 2013 - September 2013
CSC October 2011 - January 2013
EMC July 2010 - September 2011
UBS Wealth Management September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
USA TODAY May 2008 - August 2008
Boston College October 2007 - May 2008
Fannie Mae May 2007 - June 2007
Skills
Oracle Catalyst, Microsoft Office, SAP CRM, Lotus Notes, OBIEE, Brio Query, Hyperion Reports, Visual Basic, Macros, SQL, Analysis
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance, Information Systems, & French
Université Paris Dauphine 2008 — 2009
Study Abroad, Finance, French
The London School of Economics and Political Science (LSE) 2007 — 2007
Study Abroad, Accounting, Organizational Behavior
Jeff Garber's UBS Wealth Management Experience June 2004 - August 2004
Job President: Resident Essentials
Industry Hospital & Health Care
Experience
Resident Essentials January 2013 - Present
Resident Essentials 2011 - December 2012
Resident Essentials June 2010 - January 2011
Cabot Properties, Inc. June 2006 - June 2008
Grubb & EllisBRE Commercial June 2005 - August 2005
UBS Wealth Management June 2004 - August 2004
Education
Boston University Questrom School of Business 2008 — 2010
Tufts University 2002 — 2006
BS
Resident Essentials January 2013 - Present
Resident Essentials 2011 - December 2012
Resident Essentials June 2010 - January 2011
Cabot Properties, Inc. June 2006 - June 2008
Grubb & EllisBRE Commercial June 2005 - August 2005
UBS Wealth Management June 2004 - August 2004
Education
Boston University Questrom School of Business 2008 — 2010
Tufts University 2002 — 2006
BS
Louis Somma's UBS Wealth Management Experience June 2007 - October 2007
Job Lead Financial Analyst, Global Specialty at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Group Asset Management Inc. November 2009 - July 2015
PricewaterhouseCoopers July 2008 - July 2009
UBS Wealth Management June 2007 - October 2007
Pratt & Whitney June 2006 - August 2006
Skills
Financial Analysis, Valuation, Investments, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Financial Reporting, Accounting, Essbase, Auditing, Analysis, Risk Management
Education
Boston University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Boston College 2004 — 2008
Bachelor of Science Degree, Finance and Accounting
Notre Dame High School 2000 — 2004
High School Diploma
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Group Asset Management Inc. November 2009 - July 2015
PricewaterhouseCoopers July 2008 - July 2009
UBS Wealth Management June 2007 - October 2007
Pratt & Whitney June 2006 - August 2006
Skills
Financial Analysis, Valuation, Investments, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Financial Reporting, Accounting, Essbase, Auditing, Analysis, Risk Management
Education
Boston University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Boston College 2004 — 2008
Bachelor of Science Degree, Finance and Accounting
Notre Dame High School 2000 — 2004
High School Diploma
Jangliw Passavant's UBS Wealth Management Experience October 1999 - September 2007
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi September 2007 - Present
UBS Wealth Management October 1999 - September 2007
Miller Freeman January 1996 - October 1999
Skills
Vendor Management, Strategy, Management, Business Development, Cross-functional Team..., Operations Management, CRM, Sales Management, Strategic Planning, Business Process..., Trading Systems, Project Planning, Software Development
Education
Boston University
BS, Manufacturing Engineering
Citi September 2007 - Present
UBS Wealth Management October 1999 - September 2007
Miller Freeman January 1996 - October 1999
Skills
Vendor Management, Strategy, Management, Business Development, Cross-functional Team..., Operations Management, CRM, Sales Management, Strategic Planning, Business Process..., Trading Systems, Project Planning, Software Development
Education
Boston University
BS, Manufacturing Engineering
Alden Sherman's UBS Wealth Management Experience August 2002 - July 2005
Job Vice President at First National Wealth Management
Industry Investment Management
Experience
First National Wealth Management August 2007 - Present
CU Art Museum Advisory Board 2008 - 2015
CU Art Museum Advisory Board 2008 - 2015
The Community Foundation Serving Boulder County 2014 - 2014
JP Morgan Private Client Services August 2005 - August 2007
UBS Wealth Management August 2002 - July 2005
Janus Capital Group September 2000 - September 2001
MetLife March 1999 - August 2000
Fidelity Investments July 1995 - March 1999
John Hancock Life Insurance Company (U.S.A.) August 1987 - June 1995
Skills
Wealth Management, Retirement, Investment Management, Marketing, Nonprofits, Financial Planners, Proposal Writing, Product Development, Software Project...
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Finance, Marketing
Boston University
Master of Science (M.S.), Mass Communication/Media Studies
Tower Hill
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science
First National Wealth Management August 2007 - Present
CU Art Museum Advisory Board 2008 - 2015
CU Art Museum Advisory Board 2008 - 2015
The Community Foundation Serving Boulder County 2014 - 2014
JP Morgan Private Client Services August 2005 - August 2007
UBS Wealth Management August 2002 - July 2005
Janus Capital Group September 2000 - September 2001
MetLife March 1999 - August 2000
Fidelity Investments July 1995 - March 1999
John Hancock Life Insurance Company (U.S.A.) August 1987 - June 1995
Skills
Wealth Management, Retirement, Investment Management, Marketing, Nonprofits, Financial Planners, Proposal Writing, Product Development, Software Project...
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Finance, Marketing
Boston University
Master of Science (M.S.), Mass Communication/Media Studies
Tower Hill
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science
Heather Whiles's UBS Wealth Management Experience 2002 - 2004
Job CEO and CoFounder at Wigio LLC
Industry Financial Services
Experience
Gumroad December 2014 - Present
Wigio LLC July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JP Morgan Chase Paymentech April 2010 - June 2012
Rx Media Mail December 2008 - April 2010
Wellington Management December 2005 - December 2008
UBS Wealth Management 2002 - 2004
Targus International 2000 - 2001
Skills
Asset Management, Payments, Risk Management, Investments, Retail, Analytics, Marketing, Relationship Management, Portfolio Management, Equities, E-commerce Consulting, Global E-commerce, E-commerce Optimization, Payment Card Processing, Payment Gateways, Payment Cards, Payment Services, Mobile Payments, Electronic Payments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA/MSF, Finance
Boston University 1996 — 2000
BA, Philosophy
Gumroad December 2014 - Present
Wigio LLC July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JP Morgan Chase Paymentech April 2010 - June 2012
Rx Media Mail December 2008 - April 2010
Wellington Management December 2005 - December 2008
UBS Wealth Management 2002 - 2004
Targus International 2000 - 2001
Skills
Asset Management, Payments, Risk Management, Investments, Retail, Analytics, Marketing, Relationship Management, Portfolio Management, Equities, E-commerce Consulting, Global E-commerce, E-commerce Optimization, Payment Card Processing, Payment Gateways, Payment Cards, Payment Services, Mobile Payments, Electronic Payments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA/MSF, Finance
Boston University 1996 — 2000
BA, Philosophy
Michael Dinneen's UBS Wealth Management Experience March 2014 - July 2014
Job MBA Candidate at Johnson Graduate School of Management at Cornell University
Industry Management Consulting
Experience
Johnson Graduate School of Management at Cornell University August 2014 - Present
Corning Incorporated June 2015 - August 2015
UBS Wealth Management March 2014 - July 2014
UBS Wealth Management June 2011 - March 2014
The Bank of New York Mellon April 2010 - June 2011
Bank of New York Mellon April 2009 - April 2010
John Hancock June 2008 - February 2009
Roche Bros. Supermarkets 2000 - 2009
Skills
Fixed Income, Equities, Microsoft Excel, VBA, Operational Efficiency, Project Management, Six Sigma, Electronic Trading, Bloomberg, FTP, FIX, Financial Analysis, Hedge Funds, Alternative Investments, Mutual Funds, Valuation, Securities, Fund Accounting, Investment Management, Options, Back Office, Business Analysis, Finance, Financial Services, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
BS, Finance, Management&Leadership
Johnson Graduate School of Management at Cornell University August 2014 - Present
Corning Incorporated June 2015 - August 2015
UBS Wealth Management March 2014 - July 2014
UBS Wealth Management June 2011 - March 2014
The Bank of New York Mellon April 2010 - June 2011
Bank of New York Mellon April 2009 - April 2010
John Hancock June 2008 - February 2009
Roche Bros. Supermarkets 2000 - 2009
Skills
Fixed Income, Equities, Microsoft Excel, VBA, Operational Efficiency, Project Management, Six Sigma, Electronic Trading, Bloomberg, FTP, FIX, Financial Analysis, Hedge Funds, Alternative Investments, Mutual Funds, Valuation, Securities, Fund Accounting, Investment Management, Options, Back Office, Business Analysis, Finance, Financial Services, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
BS, Finance, Management&Leadership
Steve Canter, Jr. CFA's UBS Wealth Management Experience May 2013 - Present
Job Director at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management May 2013 - Present
UBS Investment Bank June 2009 - May 2013
Ellington Management Group 2007 - November 2009
State Street Global Advisors 1994 - 2007
Skills
Emerging Markets, Investments, Debt, Trading, Valuation, Credit Analysis, Fixed Income, High Yield, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Financial Risk
Education
Boston University 1990 — 1994
BA, Economics
Suffield Academy 1986 — 1990
UBS Wealth Management May 2013 - Present
UBS Investment Bank June 2009 - May 2013
Ellington Management Group 2007 - November 2009
State Street Global Advisors 1994 - 2007
Skills
Emerging Markets, Investments, Debt, Trading, Valuation, Credit Analysis, Fixed Income, High Yield, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Financial Risk
Education
Boston University 1990 — 1994
BA, Economics
Suffield Academy 1986 — 1990
Matthew Walsh's UBS Wealth Management Experience January 2013 - Present
Job Director at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management January 2013 - Present
PineBridge Investments June 2003 - July 2012
Merrill Lynch September 2001 - June 2003
Merrill Lynch July 1996 - August 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Bloomberg, Portfolio Management, Investments, Equity Research, Asset Allocation, Capital Markets, High Yield
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
BS, Finance
Hopewell Valley Central High 1988 — 1992
UBS Wealth Management January 2013 - Present
PineBridge Investments June 2003 - July 2012
Merrill Lynch September 2001 - June 2003
Merrill Lynch July 1996 - August 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Bloomberg, Portfolio Management, Investments, Equity Research, Asset Allocation, Capital Markets, High Yield
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
BS, Finance
Hopewell Valley Central High 1988 — 1992
Margaret Sweeney's UBS Wealth Management Experience December 2009 - April 2011
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management September 2011 - Present
UBS Wealth Management December 2009 - April 2011
UBS Investment Bank April 2001 - September 2006
UBS Investment Bank April 1992 - March 2001
Salomon Brothers May 1988 - March 1992
Education
Boston College
BA, Economics
Northern Highlands Regional High School
1984
Deutsche Asset & Wealth Management September 2011 - Present
UBS Wealth Management December 2009 - April 2011
UBS Investment Bank April 2001 - September 2006
UBS Investment Bank April 1992 - March 2001
Salomon Brothers May 1988 - March 1992
Education
Boston College
BA, Economics
Northern Highlands Regional High School
1984
Peter Maddocks's UBS Wealth Management Experience July 2012 - January 2013
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
UBS Wealth Management July 2012 - January 2013
LPL Financial June 2010 - July 2012
Merrill Lynch July 2004 - August 2008
Merrill Lynch October 2001 - July 2004
Merrill Lynch January 1999 - September 2001
Merrill Lynch January 1995 - December 1998
Skills
Series 7, Securities, Wealth Management, Mutual Funds, Series 63, Equities, Investment Advisory, Investments, Alternative Investments, Portfolio Management, FINRA, Fixed Income, Asset Management, Hedge Funds, Financial Services, Acting, Modeling
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Psychology, Business Administration
Fordham Preparatory School 1984 — 1988
High School
New York Life Insurance Company December 2014 - Present
UBS Wealth Management July 2012 - January 2013
LPL Financial June 2010 - July 2012
Merrill Lynch July 2004 - August 2008
Merrill Lynch October 2001 - July 2004
Merrill Lynch January 1999 - September 2001
Merrill Lynch January 1995 - December 1998
Skills
Series 7, Securities, Wealth Management, Mutual Funds, Series 63, Equities, Investment Advisory, Investments, Alternative Investments, Portfolio Management, FINRA, Fixed Income, Asset Management, Hedge Funds, Financial Services, Acting, Modeling
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Psychology, Business Administration
Fordham Preparatory School 1984 — 1988
High School
Barbara Kaplan's UBS Wealth Management Experience June 2009 - September 2011
Job Program Director at Succeed2gether (bwpif.org)
Industry Human Resources
Experience
Succeed2gether (bwpif.org) March 2012 - Present
UBS Wealth Management June 2009 - September 2011
Citigroup May 1987 - May 2009
Dean Witter Reynolds August 1979 - May 1987
Copenhagen International School July 1977 - July 1979
Skills
Personnel Management, Human Resources, Temporary Placement, Succession Planning, Talent Management, Deferred Compensation, Onboarding, Executive Development, Organizational..., Employee Engagement, Performance Management, Talent Acquisition, HRIS, Executive Coaching, Leadership, Training
Education
Boston University
BS, Education
Succeed2gether (bwpif.org) March 2012 - Present
UBS Wealth Management June 2009 - September 2011
Citigroup May 1987 - May 2009
Dean Witter Reynolds August 1979 - May 1987
Copenhagen International School July 1977 - July 1979
Skills
Personnel Management, Human Resources, Temporary Placement, Succession Planning, Talent Management, Deferred Compensation, Onboarding, Executive Development, Organizational..., Employee Engagement, Performance Management, Talent Acquisition, HRIS, Executive Coaching, Leadership, Training
Education
Boston University
BS, Education
Christopher Ogorzalek's UBS Wealth Management Experience Senior Student ConsultantBoston UniversityJanuary 2007 - May 2009
Job GTP at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Senior Student ConsultantBoston UniversityJanuary 2007 - May 2009
Education
Boston University 2005 — 2009
Bachelor of Science, Computer Systems Engineering
UBS Wealth Management Senior Student ConsultantBoston UniversityJanuary 2007 - May 2009
Education
Boston University 2005 — 2009
Bachelor of Science, Computer Systems Engineering
Tom Luckey's UBS Wealth Management Experience June 2008 - August 2008
Job Associate at Barclays Investment Bank
Industry Banking
Experience
Barclays Capital June 2013 - Present
Barclays Capital June 2010 - June 2013
Citigroup June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Investment Banking, Economics, Capital Markets, Risk, Mathematics, Derivatives, Fixed Income, Rates, Origination, Swaps, Corporate Finance, Bloomberg, Credit, Banking, Currency, Credit Derivatives, Swaptions, Interest Rate..., Interest Rate Swaps, Financial Risk, Series 7, Series 63, Risk Management, Valuation, Financial Structuring, Options, Bonds, Drums, Financial Modeling, Financial Analysis
Education
Boston College 2006 — 2010
BA, Economics, Philosophy, Mathematics
Northrport High School 2002 — 2006
Barclays Capital June 2013 - Present
Barclays Capital June 2010 - June 2013
Citigroup June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Investment Banking, Economics, Capital Markets, Risk, Mathematics, Derivatives, Fixed Income, Rates, Origination, Swaps, Corporate Finance, Bloomberg, Credit, Banking, Currency, Credit Derivatives, Swaptions, Interest Rate..., Interest Rate Swaps, Financial Risk, Series 7, Series 63, Risk Management, Valuation, Financial Structuring, Options, Bonds, Drums, Financial Modeling, Financial Analysis
Education
Boston College 2006 — 2010
BA, Economics, Philosophy, Mathematics
Northrport High School 2002 — 2006
Charlie Renfro's UBS Wealth Management Experience November 2013 - June 2014
Job Vice President, Dual Contract Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
UBS Wealth Management November 2013 - June 2014
UBS Wealth Management April 2011 - November 2013
UBS Group Technology June 2010 - April 2011
UBS Group Technology July 2008 - July 2010
UBS Wealth Management May 2007 - August 2007
Skills
Series 7, Business Analysis, iRise, SQL, Investment Advisory, Scrum, Project Management, Series 66, Data Analysis, Financial Services, Wealth Management, Software Development, Program Management
Education
Boston University 2004 — 2008
BS, Electrical Engineering
Merrill Lynch June 2014 - Present
UBS Wealth Management November 2013 - June 2014
UBS Wealth Management April 2011 - November 2013
UBS Group Technology June 2010 - April 2011
UBS Group Technology July 2008 - July 2010
UBS Wealth Management May 2007 - August 2007
Skills
Series 7, Business Analysis, iRise, SQL, Investment Advisory, Scrum, Project Management, Series 66, Data Analysis, Financial Services, Wealth Management, Software Development, Program Management
Education
Boston University 2004 — 2008
BS, Electrical Engineering
Sean Rimokh's UBS Wealth Management Experience June 2009 - August 2009
Job Real Estate, Entertainment
Industry Entertainment
Experience
Signal January 2013 - Present
Informant Media June 2012 - December 2012
Industry Entertainment May 2011 - August 2011
UBS Wealth Management June 2009 - August 2009
Pixologic August 2006 - August 2008
Skills
Photoshop, Sales, Management, Microsoft Office, Customer Service, Avid Media Composer, Final Cut Pro, Microsoft Excel, Social Networking, Online Advertising, Networking, Business Development, Social Media, Microsoft Word, Event Planning, Marketing, Facebook, PowerPoint, New Business Development, Social Media Marketing, Analysis, Marketing Strategy, Account Management, Merchandising, Entertainment, Public Relations, Editing, Finance, Adobe Creative Suite, Strategic Planning
Education
Boston University 2008 — 2012
Bachelor of Science (BS), Bachelor of Science in Business Administration: Dual Concentration in Operat
Signal January 2013 - Present
Informant Media June 2012 - December 2012
Industry Entertainment May 2011 - August 2011
UBS Wealth Management June 2009 - August 2009
Pixologic August 2006 - August 2008
Skills
Photoshop, Sales, Management, Microsoft Office, Customer Service, Avid Media Composer, Final Cut Pro, Microsoft Excel, Social Networking, Online Advertising, Networking, Business Development, Social Media, Microsoft Word, Event Planning, Marketing, Facebook, PowerPoint, New Business Development, Social Media Marketing, Analysis, Marketing Strategy, Account Management, Merchandising, Entertainment, Public Relations, Editing, Finance, Adobe Creative Suite, Strategic Planning
Education
Boston University 2008 — 2012
Bachelor of Science (BS), Bachelor of Science in Business Administration: Dual Concentration in Operat
John Manley's UBS Wealth Management Experience October 2009 - February 2011
Job Chief Equity Stategist Well Fargo Funds Managment Group
Industry Financial Services
Experience
Wells Fargo Funds Management Group October 2011 - Present
UBS 2009 - March 2011
UBS Wealth Management October 2009 - February 2011
Education
Boston College Law School 1976 — 1979
Juris Doctor, Law
Stanford University 1972 — 1976
Bachelor of Arts, History
Iona Prep
Wells Fargo Funds Management Group October 2011 - Present
UBS 2009 - March 2011
UBS Wealth Management October 2009 - February 2011
Education
Boston College Law School 1976 — 1979
Juris Doctor, Law
Stanford University 1972 — 1976
Bachelor of Arts, History
Iona Prep
Bonny Mui's UBS Wealth Management Experience June 2009 - December 2009
Job
Industry Accounting
Experience
Campari America July 2013 - Present
Veolia Energy North America December 2011 - July 2013
Veolia Energy North America September 2010 - December 2011
Museum Reproductions May 2010 - September 2010
Boston University Office of Judicial Affairs October 2007 - May 2010
UBS Wealth Management June 2009 - December 2009
Moody and Jones P.A. May 2007 - August 2007
Washington Mutual, Inc. June 2004 - May 2006
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Reporting, QuickBooks, General Ledger, Accounts Payable, Data Entry, PeopleSoft Financial, Financial Analysis, Maximo, Accounts Receivable, PeopleSoft, Time Management, Account Reconciliation, Cash Flow, SAP, Microsoft Office, Financial Statements, Internal Controls
Education
Boston University - School of Management
BSBA, Accounting, Finance
Campari America July 2013 - Present
Veolia Energy North America December 2011 - July 2013
Veolia Energy North America September 2010 - December 2011
Museum Reproductions May 2010 - September 2010
Boston University Office of Judicial Affairs October 2007 - May 2010
UBS Wealth Management June 2009 - December 2009
Moody and Jones P.A. May 2007 - August 2007
Washington Mutual, Inc. June 2004 - May 2006
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Reporting, QuickBooks, General Ledger, Accounts Payable, Data Entry, PeopleSoft Financial, Financial Analysis, Maximo, Accounts Receivable, PeopleSoft, Time Management, Account Reconciliation, Cash Flow, SAP, Microsoft Office, Financial Statements, Internal Controls
Education
Boston University - School of Management
BSBA, Accounting, Finance
Chad Czerwinski's UBS Wealth Management Experience September 2006 - Present
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management September 2006 - Present
Education
Boston University
Master of Science (MS), Banking and Financial Management
The University of Connecticut
UBS Wealth Management September 2006 - Present
Education
Boston University
Master of Science (MS), Banking and Financial Management
The University of Connecticut
Matthew Slomienski's UBS Wealth Management Experience July 2009 - May 2013
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
UBS Wealth Management July 2009 - May 2013
UBS Wealth Management July 2007 - July 2009
Education
Boston College - Carroll School of Management
Bachelors of Science, Finance
Bank of America Merrill Lynch May 2013 - Present
UBS Wealth Management July 2009 - May 2013
UBS Wealth Management July 2007 - July 2009
Education
Boston College - Carroll School of Management
Bachelors of Science, Finance
Joseph Kaplan's UBS Wealth Management Experience 2006 - 2009
Job Account Executive at CBS2/WBBMTV
Industry Marketing and Advertising
Experience
WBBM-TV July 2015 - Present
Outfront Media August 2010 - July 2015
Chicago Investment Group 2009 - 2010
UBS Wealth Management 2006 - 2009
Estates of Refco, Inc 2002 - 2005
Millennium Sales & Marketing 1998 - 2001
Blair Television 1996 - 1998
Skills
Account Management, Media Buying, Marketing Strategy, Advertising, Media Planning, Advertising Sales, Negotiation, New Business Development, Market Research, Lead Generation, Digital Marketing, Online Advertising, Marketing Communications, Online Marketing, Integrated Marketing, B2B, Digital Media, Sales Presentations, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
Boston University 1988 — 1993
BS, College of Communication
GBN
GBN
GBN
GBN
WBBM-TV July 2015 - Present
Outfront Media August 2010 - July 2015
Chicago Investment Group 2009 - 2010
UBS Wealth Management 2006 - 2009
Estates of Refco, Inc 2002 - 2005
Millennium Sales & Marketing 1998 - 2001
Blair Television 1996 - 1998
Skills
Account Management, Media Buying, Marketing Strategy, Advertising, Media Planning, Advertising Sales, Negotiation, New Business Development, Market Research, Lead Generation, Digital Marketing, Online Advertising, Marketing Communications, Online Marketing, Integrated Marketing, B2B, Digital Media, Sales Presentations, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
Boston University 1988 — 1993
BS, College of Communication
GBN
GBN
GBN
GBN
Deborah Briskin's UBS Wealth Management Experience November 2008 - Present
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Merrill Lynch February 1984 - November 2008
Education
Pace University 1981 — 1983
Master of Business Administration (MBA), Finance, General
Boston University 1974 — 1978
BSBA, Accounting
UBS Wealth Management November 2008 - Present
Merrill Lynch February 1984 - November 2008
Education
Pace University 1981 — 1983
Master of Business Administration (MBA), Finance, General
Boston University 1974 — 1978
BSBA, Accounting
Peter Camacho's UBS Wealth Management Experience July 2007 - December 2007
Job Program Manager/Senior Project Manager
Industry Information Technology and Services
Experience
Atos April 2012 - June 2013
JP Morgan Chase February 2011 - April 2012
Thomson Reuters May 2010 - December 2010
JP Morgan February 2008 - July 2010
UBS Wealth Management July 2007 - December 2007
JPMorgan Chase October 2000 - December 2006
Education
Columbia University in the City of New York 1988 — 1991
Economics
Boston College 1986 — 1987
Finance
Atos April 2012 - June 2013
JP Morgan Chase February 2011 - April 2012
Thomson Reuters May 2010 - December 2010
JP Morgan February 2008 - July 2010
UBS Wealth Management July 2007 - December 2007
JPMorgan Chase October 2000 - December 2006
Education
Columbia University in the City of New York 1988 — 1991
Economics
Boston College 1986 — 1987
Finance
Nick Lennon, CFP®'s UBS Wealth Management Experience March 2005 - May 2006
Job Financial Advisor at RBC
Industry Financial Services
Experience
RBC October 2012 - Present
BNY Mellon January 2012 - June 2012
BNY Mellon April 2009 - January 2012
BNY Mellon June 2007 - April 2009
Investors Bank and Trust June 2006 - June 2007
UBS Wealth Management March 2005 - May 2006
Skills
Mutual Funds, Strategic Financial..., Investment Management, Asset Allocation, Private Banking, Bonds, Cash Management, Portfolio Management, Investments, Financial Analysis, Loans, Bloomberg, Fixed Income, Finance, Equities, Securities, Wealth Management
Education
Boston University 2009 — 2011
Certificate, Financial Planning
Simon School 2004 — 2006
Business Certificate, Finance
University of Rochester 2002 — 2006
BA, Economics
RBC October 2012 - Present
BNY Mellon January 2012 - June 2012
BNY Mellon April 2009 - January 2012
BNY Mellon June 2007 - April 2009
Investors Bank and Trust June 2006 - June 2007
UBS Wealth Management March 2005 - May 2006
Skills
Mutual Funds, Strategic Financial..., Investment Management, Asset Allocation, Private Banking, Bonds, Cash Management, Portfolio Management, Investments, Financial Analysis, Loans, Bloomberg, Fixed Income, Finance, Equities, Securities, Wealth Management
Education
Boston University 2009 — 2011
Certificate, Financial Planning
Simon School 2004 — 2006
Business Certificate, Finance
University of Rochester 2002 — 2006
BA, Economics
Molly Testwuide's UBS Wealth Management Experience February 2010 - May 2010
Job Senior Associate Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting July 2015 - Present
L.E.K. Consulting March 2015 - July 2015
Main Street Partners May 2013 - March 2015
L.E.K. Consulting September 2011 - 2013
Credit Agricole CIB June 2010 - August 2010
UBS Wealth Management February 2010 - May 2010
Skills
Management Consulting, Financial Modeling, Strategy, Business Strategy, Strategic Consulting, Due Diligence, Competitive Analysis, Market Research, Data Analysis, Start-ups, Valuation, Private Equity, Mergers & Acquisitions, Management, Corporate Development, Nonprofits, Entrepreneurship, Consulting
Education
Boston College 2007 — 2011
BA, Economics, Mathematics
L.E.K. Consulting July 2015 - Present
L.E.K. Consulting March 2015 - July 2015
Main Street Partners May 2013 - March 2015
L.E.K. Consulting September 2011 - 2013
Credit Agricole CIB June 2010 - August 2010
UBS Wealth Management February 2010 - May 2010
Skills
Management Consulting, Financial Modeling, Strategy, Business Strategy, Strategic Consulting, Due Diligence, Competitive Analysis, Market Research, Data Analysis, Start-ups, Valuation, Private Equity, Mergers & Acquisitions, Management, Corporate Development, Nonprofits, Entrepreneurship, Consulting
Education
Boston College 2007 — 2011
BA, Economics, Mathematics
Lindsey Sauerwein's UBS Wealth Management Experience June 2010 - August 2010
Job Senior Associate at PwC Advisory
Industry Financial Services
Experience
PwC May 2014 - Present
PwC September 2011 - May 2014
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Management, Finance, Accounting, Financial Analysis, Public Speaking, Leadership, Data Analysis, Financial Reporting, Process Improvement, Risk Management, Financial Modeling
Education
Boston College 2007 — 2011
B.S., Finance, Hispanic Studies
Universidad Carlos III de Madrid 2009 — 2009
PwC May 2014 - Present
PwC September 2011 - May 2014
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Management, Finance, Accounting, Financial Analysis, Public Speaking, Leadership, Data Analysis, Financial Reporting, Process Improvement, Risk Management, Financial Modeling
Education
Boston College 2007 — 2011
B.S., Finance, Hispanic Studies
Universidad Carlos III de Madrid 2009 — 2009
Matthew Laidman's UBS Wealth Management Experience November 2010 - May 2012
Job Marketing and Client Services at GMO
Industry Financial Services
Amol Herekar's UBS Wealth Management Experience January 2009 - June 2012
Job Risk Control Reporting Specialist at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
UBS Wealth Management January 2009 - June 2012
UBS Wealth Management January 2006 - December 2008
Skills
Compliance, Operational Risk, Mutual Funds, Securities, Financial Services, AML, Alternative Investments
Education
Boston University 1996 — 2000
BA, Economics
UBS May 2012 - Present
UBS Wealth Management January 2009 - June 2012
UBS Wealth Management January 2006 - December 2008
Skills
Compliance, Operational Risk, Mutual Funds, Securities, Financial Services, AML, Alternative Investments
Education
Boston University 1996 — 2000
BA, Economics
Giuseppe Morgana's UBS Wealth Management Experience June 2008 - August 2008
Job Product Manager at United States Digital Service Veterans Affairs
Industry Management Consulting
Experience
United States Digital Service at Veterans Affairs August 2015 - Present
McKinsey & Company June 2014 - August 2014
Unilever July 2009 - July 2013
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Forecasting, Financial Analysis, Cross-functional Team..., Finance, SAP, Accounting, Corporate Finance, Competitive Analysis, Variance Analysis, Analysis, P&L, Management, Pricing, Essbase
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance, Accounting, Minor in Computer Science
Saint Peter's Prep 2001 — 2005
High School
United States Digital Service at Veterans Affairs August 2015 - Present
McKinsey & Company June 2014 - August 2014
Unilever July 2009 - July 2013
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Forecasting, Financial Analysis, Cross-functional Team..., Finance, SAP, Accounting, Corporate Finance, Competitive Analysis, Variance Analysis, Analysis, P&L, Management, Pricing, Essbase
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance, Accounting, Minor in Computer Science
Saint Peter's Prep 2001 — 2005
High School
Pablo E. Machado's UBS Wealth Management Experience August 2006 - October 2007
Job Vice President Foreign National Lending Desk
Industry Commercial Real Estate
Experience
Omega Capital Street a Subsidiary Of Omega Commercial Finance Corp June 2015 - Present
Omega Capital Street a Subsidiary Of Omega Commercial Finance Corp June 2014 - June 2015
Santander Private Banking International March 2013 - December 2013
Criteria Solution June 2011 - February 2013
Financorp C.A. January 2008 - July 2010
UBS Wealth Management August 2006 - October 2007
La Vivienda E.A.P. 1996 - 1996
Skills
Analytics, FP&A, Teamwork, Quantitative, Bilingual-Spanish, Microsoft Office, Bloomberg, Reuters, GTD, Morningstar, Financial Forecasting, Financial Analysis, Business Valuation, Project Planning, Research, Excel (Advanced), Investment Strategies, Investment Valuation, Investment Promotion, Investment Properties, Investment Banking, Mergers & Acquisitions, Strategic Financial..., Capital Markets, Financial Modeling, Finance, Management, Strategic Planning
Education
Boston College 2010 — 2012
MBA, Asset Management
University of Florida 2002 — 2006
BA, Business
Cardigan Mountain School
Valley Forge Military Academy & College
High school
Omega Capital Street a Subsidiary Of Omega Commercial Finance Corp June 2015 - Present
Omega Capital Street a Subsidiary Of Omega Commercial Finance Corp June 2014 - June 2015
Santander Private Banking International March 2013 - December 2013
Criteria Solution June 2011 - February 2013
Financorp C.A. January 2008 - July 2010
UBS Wealth Management August 2006 - October 2007
La Vivienda E.A.P. 1996 - 1996
Skills
Analytics, FP&A, Teamwork, Quantitative, Bilingual-Spanish, Microsoft Office, Bloomberg, Reuters, GTD, Morningstar, Financial Forecasting, Financial Analysis, Business Valuation, Project Planning, Research, Excel (Advanced), Investment Strategies, Investment Valuation, Investment Promotion, Investment Properties, Investment Banking, Mergers & Acquisitions, Strategic Financial..., Capital Markets, Financial Modeling, Finance, Management, Strategic Planning
Education
Boston College 2010 — 2012
MBA, Asset Management
University of Florida 2002 — 2006
BA, Business
Cardigan Mountain School
Valley Forge Military Academy & College
High school
John Rauh's UBS Wealth Management Experience June 2013 - August 2013
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
AXA Advisors D.B.A. Financial Compass Group, LLC January 2014 - May 2014
UBS Wealth Management June 2013 - August 2013
Kingsview Enterprises, Inc. November 2006 - September 2010
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Finance, Equity Research, Value Investing, Bloomberg
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Business Administration and Management, Finance & Business Law
Chautauqua Lake Central School 2006 — 2010
Imperial College London
Liberal Arts and Sciences/Liberal Studies
Morgan Stanley July 2014 - Present
AXA Advisors D.B.A. Financial Compass Group, LLC January 2014 - May 2014
UBS Wealth Management June 2013 - August 2013
Kingsview Enterprises, Inc. November 2006 - September 2010
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Finance, Equity Research, Value Investing, Bloomberg
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Business Administration and Management, Finance & Business Law
Chautauqua Lake Central School 2006 — 2010
Imperial College London
Liberal Arts and Sciences/Liberal Studies
Patrick Naughton, CFA's UBS Wealth Management Experience September 2003 - February 2004
Job Manager Research Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2015 - Present
MetLife Advisers, LLC June 2008 - January 2015
State Street June 2006 - June 2008
Longwood Investment Advisors September 2005 - April 2006
UHY Advisors May 2005 - July 2005
UBS Wealth Management September 2003 - February 2004
Education
Boston College 2009 — 2012
Master of Science (M.S.), Finance
Boston University 2002 — 2006
BS Business Admin, Finance & Accounting
John Hancock Investments January 2015 - Present
MetLife Advisers, LLC June 2008 - January 2015
State Street June 2006 - June 2008
Longwood Investment Advisors September 2005 - April 2006
UHY Advisors May 2005 - July 2005
UBS Wealth Management September 2003 - February 2004
Education
Boston College 2009 — 2012
Master of Science (M.S.), Finance
Boston University 2002 — 2006
BS Business Admin, Finance & Accounting
Katherine Corrigan's UBS Wealth Management Experience June 2014 - August 2014
Job Investment Analyst at Pricoa Capital Group
Industry Investment Management
Experience
Pricoa Capital Group July 2015 - Present
Boston College Campus Recreation September 2012 - July 2015
UBS Wealth Management June 2014 - August 2014
Gelber Group LLC August 2013 - August 2013
Skills
Microsoft Office, HTML, InDesign, QuickBooks, Social Media
Education
Boston College 2011 — 2015
BA, Economics, International Studies, Concentration in Political Science
Université Paris Dauphine 2014 — 2015
Economics, Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Strategic Management, Game Theory and Competitive Strategy
New Trier High School 2007 — 2011
Lycée Saint Riquier 2011 — 2011
Pricoa Capital Group July 2015 - Present
Boston College Campus Recreation September 2012 - July 2015
UBS Wealth Management June 2014 - August 2014
Gelber Group LLC August 2013 - August 2013
Skills
Microsoft Office, HTML, InDesign, QuickBooks, Social Media
Education
Boston College 2011 — 2015
BA, Economics, International Studies, Concentration in Political Science
Université Paris Dauphine 2014 — 2015
Economics, Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Strategic Management, Game Theory and Competitive Strategy
New Trier High School 2007 — 2011
Lycée Saint Riquier 2011 — 2011
Sherman Sze's UBS Wealth Management Experience July 2013 - August 2013
Job Intern at BOCI
Industry
Experience
BOCI July 2015 - August 2015
Department of Surgery, CUHK August 2014 - August 2014
Cathay Pacific Airways December 2013 - February 2014
UBS Wealth Management July 2013 - August 2013
Mandatory Provident Fund Schemes Authority (MPFA) July 2012 - August 2012
Hobby Horse Toys June 2011 - July 2011
Skills
Matlab, Bloomberg
Education
Boston University 2012 — 2016
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Technische Universität Dresden 2014 — 2014
The Loomis Chaffee School 2008 — 2012
BOCI July 2015 - August 2015
Department of Surgery, CUHK August 2014 - August 2014
Cathay Pacific Airways December 2013 - February 2014
UBS Wealth Management July 2013 - August 2013
Mandatory Provident Fund Schemes Authority (MPFA) July 2012 - August 2012
Hobby Horse Toys June 2011 - July 2011
Skills
Matlab, Bloomberg
Education
Boston University 2012 — 2016
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Technische Universität Dresden 2014 — 2014
The Loomis Chaffee School 2008 — 2012
Kathryn Feder's UBS Wealth Management Experience 2004 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management 2004 - 2015
Skills
Financial Services
Education
Boston College 2000 — 2004
Bachelor's Degree, Finance, General
UBS Wealth Management 2004 - 2015
Skills
Financial Services
Education
Boston College 2000 — 2004
Bachelor's Degree, Finance, General