UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Dan Shramek, CFP® Dan Shramek, CFP® Portland, Oregon Area Details
Dan Shramek, CFP®'s UBS Wealth Management Experience January 2008 - October 2009
Job Financial Planner
Industry Financial Services
Experience
Cordant Wealth Partners   January 2012 - August 2014
Northwestern Mutual Wealth Management Co.  January 2010 - September 2011
UBS Wealth Management   January 2008 - October 2009
Shramek Marketing   March 2004 - September 2006
Narragansett Disc   September 1994 - August 2004
American Power Conversion  May 1990 - September 1994
American Power Conversion  October 1988 - May 1990

Skills
Financial Planning, Retirement Planning, Financial Plan Modeling, Cash Flow Analysis, Asset Allocation, Investment Strategies, Wealth Management, Portfolio Management, Tax Planning Strategies, Estate Planning, Risk Management, Strategic Financial...

Education
Cornell University   1984 — 1988
Bachelor of Science

Bryant University   2006 — 2007
Certificate in Financial Planning

Bryant University   2005 — 2010
Master of Business Administration (M.B.A.)

Halsey Hughes Halsey Hughes Washington, District Of Columbia Details
Halsey Hughes's UBS Wealth Management Experience May 2012 - July 2012
Job Energy and Environmental Policy Intern at Competitive Enterprise Institute
Industry Government Relations
Experience
Chengdu Urban Rivers Association   May 2014 - July 2014
DST Systems  June 2013 - August 2013
UBS Wealth Management   May 2012 - July 2012
Carriage Club Tennis Pro Shop   August 2010 - July 2011

Skills
Communication, Social Media, Microsoft Office

Education
Bowdoin College   2011 — 2015
Bachelor of Arts (B.A.), History & Government

Pembroke Hill   1998 — 2011

Dean Turner Dean Turner Greater Chicago Area Details
Dean Turner's UBS Wealth Management Experience July 2013 - February 2015
Job Private Wealth Analyst Relationship Manager
Industry Financial Services
Experience
Merrill Lynch  March 2015 - Present
UBS Wealth Management   July 2013 - February 2015
Midwestern Securities Trading Company, LLC  May 2012 - June 2013
Jockey International, Inc.   May 2011 - August 2011
-Jockey International Inc   June 2010 - August 2010
Estudio La Storia   June 2009 - August 2009

Education
Bradley University   2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship, Marketing, Finance, Graduated Magna Cum Laude

Bradley University   2008 — 2012
Bachelor of Science, Entrepreneurship; Marketing and Finance

Steve Dickstein Steve Dickstein Alpharetta, Georgia Details
Steve Dickstein's UBS Wealth Management Experience October 2003 - September 2005
Job Solutions Architect at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  January 2015 - Present
E*TRADE Financial Corporation  November 2011 - January 2015
BNY Mellon  March 2008 - February 2012
Bank Of New York Mellon  September 2005 - January 2008
UBS Wealth Management   October 2003 - September 2005
UBS Wealth Management   March 2001 - October 2003
Fleet Securities  September 2000 - March 2001
UBS  March 1999 - May 2000

Skills
Customer Relations, Equities, Access, Budgeting, Negotiation

Education
Brandeis University   1986 — 1990

Robert Gannon Robert Gannon Greater New York City Area Details
Robert Gannon's UBS Wealth Management Experience August 2007 - May 2009
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2013 - Present
RBS Markets and International Banking  November 2011 - August 2013
RBS Markets & International Banking  January 2010 - November 2011
Deutsche Bank  November 2009 - January 2010
UBS Wealth Management   August 2007 - May 2009

Skills
Repo, Management, Funding, Fixed Income, Equities, Lean Management, Middle Office, Settlement, Financial Services, Bonds, Trading, Microsoft Excel, Trade Support, Corporate Bonds, Commercial Paper, MBS, CMO, ABS, Excel, Microsoft Office, Securities Lending, Cash Management

Education
Bryant University   2003 — 2007
BS, Finance, Law

Bill Stash Bill Stash Fernandina Beach, Florida Details
Bill Stash's UBS Wealth Management Experience January 1998 - January 2005
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2005 - Present
UBS Wealth Management   January 1998 - January 2005
United States Navy  August 1988 - January 1998

Skills
Investments, Insurance, Finance, Retirement, Financial Advisory, Mutual Funds, Financial Services, Wealth Planning

Education
Brenau University   1995 — 1996
Master's degree, Business Administration and Management

Southern Illinois University, Carbondale   1993 — 1994
Bachelor's degree, Human Resources Management/Personnel Administration

Georgia Military College-Milledgeville Campus   1991 — 1992
Associate's degree, General Studies

Dan Schlesinger Dan Schlesinger Boston, Massachusetts Details
Dan Schlesinger's UBS Wealth Management Experience May 2012 - August 2012
Job Portfolio Analyst at Digital Realty
Industry Real Estate
Experience
Digital Realty  June 2015 - Present
Krash  June 2013 - August 2013
UBS Wealth Management   May 2012 - August 2012

Skills
Microsoft Excel, Argus Modeling, Yardi Voyager, Salesforce.com, Real Estate, Portfolio Management, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Lease Abstraction, Asset Management, REITs, Research, Public Speaking, Market Research, Property Management, Fundraising, Time Management, Mark to Market, Variance Analysis, Personal Finance, Investing, Teamwork, Event Planning, Social Media, Social Media Marketing, Facebook, Blogging, Social Networking

Education
Brandeis University   2011 — 2015
Bachelors Degree in Business (Specialization in Real Estate), minor in Economics

Council Rock High School North   2007 — 2011

Michael Thaler Michael Thaler Cambridge, Massachusetts Details
Michael Thaler's UBS Wealth Management Experience June 2011 - July 2011
Job PhD Student at Harvard University
Industry Higher Education
Experience
Brown University, Department of Mathematics   June 2013 - August 2013
Brown University, Department of Economics  March 2013 - June 2013
YouGov  June 2012 - August 2012
UBS Wealth Management   June 2011 - July 2011
Publicis Groupe  June 2010 - July 2010
MIT Lab for Biomechanics and Rehabilitation   July 2009 - August 2009
Burke Rehabilitation Hospital  July 2009 - July 2009

Skills
Microsoft Office, Python, Java, Microsoft Excel, Matlab, Research, LaTeX, Beamer, Stata

Education
Harvard University   2014 — 2019
Doctor of Philosophy (PhD), Business Economics

Brown University   2010 — 2014
AB (honors) and AB (honors), Mathematics and Economics

University College London, U. of London   2012 — 2012
Mathematics, Economics

Bridget Wilcox Bridget Wilcox New York, New York Details
Bridget Wilcox's UBS Wealth Management Experience August 2014 - Present
Job Wealth Management GTP Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
UBS Wealth Management   June 2013 - August 2013
Somerset Hills Group (UBS)   June 2012 - June 2012
The Walsh Company  July 2011 - July 2011
Brown Brothers Harriman  June 2011 - June 2011

Skills
Bloomberg, Portfolio Management, Finance, Capital Markets, Microsoft Excel, Research, Management, PowerPoint, Microsoft Office, Microsoft Word

Education
Bucknell University   2010 — 2014
BSBA, Business Management, Minor in Chinese, Cum Laude

The Taft School   2006 — 2010
High School

Kelly Yuan Kelly Yuan Lewisburg, Pennsylvania Details
Kelly Yuan's UBS Wealth Management Experience July 2013 - August 2013
Job Summer Analyst of Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2015 - August 2015
Oriental Harbor Investment Management Co.,Ltd   June 2014 - December 2014
UBS Wealth Management   July 2013 - August 2013
BM Intelligence Group   May 2013 - July 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Photoshop, English, Teamwork, Event Planning, Data Analysis, Leadership, Economics, Statistics, Analysis, Investments, Fundraising

Education
Bucknell University   2011 — 2015
Bachelor of Science (B.S.), Economics and Mathematics

Saint Johnsbury Academy   2008 — 2011
High School

shenzhen foreign language school

shenzhen foreign language school

Dennis Steele Dennis Steele Greater Nashville Area Details
Dennis Steele's UBS Wealth Management Experience January 2011 - Present
Job UBS Wealth Management : Client Resolution Specialist
Industry Financial Services
Experience
UBS Wealth Management   January 2011 - Present
H & R Block  January 2011 - May 2012
Fifth Third Bank  March 2009 - May 2011
Waddell & Reed  January 2008 - February 2009
Edward Jones  May 2007 - December 2007
Ingrams Water & Air   July 2003 - May 2007
Arlex Technologies   May 2003 - July 2003
Innovative Technical Solutions, LLC  March 2001 - May 2003
USAF  May 1988 - August 1995

Skills
Investments, Financial Services, Finance, Series 7, Securities, Fixed Annuities, Health Insurance, Uniform Combined State..., Mutual Funds, Series 66, Term Life Insurance, Sales, Financial Advisory, Portfolio Management, Wealth Management, Annuities, Social Security, Strategic Financial...

Education
Brescia University   1996 — 2000
BS

Owensboro High School   1982 — 1986

Jessica Giaquinto Jessica Giaquinto Greater Boston Area Details
Jessica Giaquinto's UBS Wealth Management Experience May 2010 - January 2011
Job Associate Planner at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc.   August 2014 - Present
TJX  January 2013 - August 2014
TJX  June 2011 - September 2012
UBS Wealth Management   May 2010 - January 2011
Webster First Federal Credit Union  December 2008 - June 2010
Webster First Federal Credit Union  January 2008 - August 2008
Hollister Co.  June 2007 - September 2007
Webster First Federal Credit Union  June 2005 - May 2007

Skills
Marketing, Management, PowerPoint, Sales

Education
Bryant University   2008 — 2012
Bachelor of Science, Business Administration: Management

Alok Mistry Alok Mistry Saint Louis, Missouri Details
Alok Mistry's UBS Wealth Management Experience 2010 - 2011
Job Market Risk & Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  August 2014 - Present
Brandeis NABE Chapter   2013 - 2014
Brandeis Global Markets Investment Club   2013 - 2014
Federal Reserve Board  June 2013 - August 2013
Rosenberg Institute of Global Finance   April 2013 - August 2013
La Quinta Inn & Suites  2009 - 2012
UBS Wealth Management   2010 - 2011
Micro Enterprise Services of Oregon  2009 - 2010
Delta Epsilon Chi  2008 - 2009
Indian Student Association  2007 - 2009

Skills
Data Analysis, Sales, Risk Management, Financial Modeling, Strategic Forecasting, Economics, Analysis, Portfolio Management, Valuation, Business Economics, Time Management, Strategy, Corporate Finance, Financial Analysis, Finance, Business Strategy, Budgets, Project Management, Accounting, Business Planning, Investments, Leadership, Market Research

Education
Brandeis University, Lemberg - International Business School   2012 — 2014
Master's Degree, International Economics & Finance

University of Washington, Michael G. Foster School of Business   2005 — 2009
Bachelor's Degree, Finance

Tigard High School   2001 — 2005

Joanne Daly Joanne Daly Providence, Rhode Island Area Details
Joanne Daly's UBS Wealth Management Experience October 2007 - Present
Job First Vice PresidentWealth Management, Financial Advisor
Industry Investment Management
Experience
UBS Wealth Management   October 2007 - Present
Smith Barney  2004 - 2007
Piccerelli, Gilstein & Company, LLP   1998 - 2001
United Way of Allegheny County  1990 - 1995
Ernst & Young  1985 - 1990

Education
Bryant University
Masters in Science of Taxation

Bryant University
BS

Charles J. May, CFP Charles J. May, CFP Miami, Florida Details
Charles J. May, CFP's UBS Wealth Management Experience June 2005 - April 2008
Job Private Banker / Broker at EFG Capital International Corp.
Industry Financial Services
Experience
EFG Capital International Corp.  November 2008 - Present
UBS Wealth Management   June 2005 - April 2008
Dresdner Bank Latinamerika AG   1998 - 2003

Skills
Private Banking, Investments, Wealth Management, Portfolio Management, Series 7, Wealth Management..., Structured Products, Asset Managment, Equities, Fixed Income, High Net Worth..., Alternative Investments, Securities, Financial Services, Banking, Asset Allocation, Derivatives, Finance, Asset Management

Education
Bowie State University / University of Maryland   1994 — 1996
Master's Degree, Administrative Management / Business Administration

University of Maryland University College   1989 — 1993
Bachelor of Arts (B.A.), Business and Finane

Dean Wise Dean Wise New York, New York Details
Dean Wise's UBS Wealth Management Experience June 2012 - August 2012
Job Analyst at Annalect Group
Industry Marketing and Advertising
Experience
Annalect Group  July 2013 - Present
UBS Wealth Management   June 2012 - August 2012

Skills
Python, Data Analysis, SciPy, Microsoft Excel, Microsoft Access, VBA, Programming, Client Presentation, MS Excel Pivot Tables, Automation, Digital Marketing, Social Media, Matlab

Education
Bucknell University   2009 — 2013
Bachelor of Science (B.S.), Interdisciplinary Studies in Mathematics and Economics

Andrew Rath Andrew Rath New York, New York Details
Andrew Rath's UBS Wealth Management Experience June 2010 - August 2010
Job Manager at AlphaSights
Industry Information Services
Experience
AlphaSights  October 2014 - Present
AlphaSights  September 2012 - September 2014
UBS Wealth Management   June 2010 - August 2010

Skills
Investments, Strategy, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Hedge Funds, CRM, Project Management, Equities, Corporate Finance, Business Development, Financial Markets, Cross-functional Team..., Management, Business Planning, Spanish, Inspiring People, Analysis, Process Improvement, Market Analysis, Towels, Strategic Planning, Leadership, Competitive Analysis

Education
University of Chicago   2011 — 2012
MA, International Relations

Bucknell University   2007 — 2011
BA, Economics

Henrik Brun Henrik Brun Greater New York City Area Details
Henrik Brun's UBS Wealth Management Experience 2001 - 2003
Job
Industry Financial Services
Experience
Stonehurst Management   September 2003 - Present
UBS Wealth Management   2001 - 2003
MTV Networks  1999 - 2001

Skills
Financial Modeling, Finance, Asset Management, Strategy, Equities, Investments, Capital Markets, Hedge Funds, Alternative Investments, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Management, Valuation, Business Development, Fixed Income

Education
New York University - Leonard N. Stern School of Business   2003 — 2005
MBA

Brown University   1991 — 1995
BA

Milton Academy   1989 — 1991

Jared Tiller Jared Tiller Salt Lake City, Utah Details
Jared Tiller's UBS Wealth Management Experience October 2013 - September 2014
Job Associate
Industry Financial Services
Experience
Goldman Sachs  October 2014 - Present
UBS Wealth Management   October 2013 - September 2014
Merrill Lynch - Private Banking Investment Group   May 2011 - October 2013

Education
Brigham Young University   2007 — 2011
Business Managment, Finance, Political Science

Pat Brady Pat Brady Washington D.C. Metro Area Details
Pat Brady's UBS Wealth Management Experience May 2008 - July 2008
Job Senior Analyst at Hamilton Place Strategies
Industry Public Policy
Experience
Hamilton Place Strategies  January 2015 - Present
Hamilton Place Strategies  October 2013 - December 2014
Fannie Mae  June 2013 - October 2013
Navigant  August 2012 - June 2013
Laifer Capital Management   May 2012 - August 2012
MassMutual Financial Group  June 2011 - August 2011
Lasair Capital   January 2010 - January 2010
UBS Wealth Management   May 2008 - July 2008

Skills
Statistics, Analysis, Financial Analysis, Operations Research, Econometrics, Statistical Modeling, Economics, Finance, Investments, Stata, Minitab, S-Plus, PowerPoint, Microsoft Excel

Education
Bucknell University   2008 — 2012
Bachelor of Science, Economics and Math (Statistical Track)

Henry Gadsden Henry Gadsden Short Hills, New Jersey Details
Henry Gadsden's UBS Wealth Management Experience August 2015 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   August 2015 - Present
UBS Wealth Management   June 2014 - August 2014
Pocono Lake Preserve  June 2013 - August 2013
Pocono Lake Preserve  June 2012 - August 2012

Skills
Leadership, Microsoft Word, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Python, Event Planning, Public Speaking, Photoshop, Facebook, Social Media, Computer Science, Research, Teamwork, Mathematical Modeling, Modeling, Financial Analysis, Econometrics

Education
Bucknell University   2011 — 2015
Bachelor of Science (BS), Economics & Mathematics

The Pingry School

David Kotowski David Kotowski Greater New York City Area Details
David Kotowski's UBS Wealth Management Experience 2000 - 2001
Job Faculty Member at Lawline.com
Industry Insurance
Experience
Lawline.com  May 2012 - Present
Elevate Captives   March 2011 - Present
Team Elevate Lacrosse   2009 - Present
Elevate Consulting Group (ECG)   2005 - 2012
Voluto Ventures   2001 - 2004
UBS Wealth Management   2000 - 2001
Merrill Lynch  1994 - 2000

Skills
Connecting People, Saving Companies Money, New Business Development, Business Development, Finance, Strategic Consulting, Sports, Mergers, Event Management, Start-ups, Fundraising, Public Speaking, Social Media, Sales, Entrepreneurship, Savings, Business Planning, Consulting, Leadership, Coaching, Mergers & Acquisitions, Asset Management, Training, Portfolio Management, Risk Management, Strategy, Small Business, Insurance, Executive Management, Investments, Marketing Strategy, Nonprofits, Strategic Partnerships, Due Diligence, Strategic Financial..., Management, Financial Services

Education
Brown University   1985 — 1989
BA, Organizational Behavioral Management

Chaminade High School   1981 — 1985

Jarrod Mead Jarrod Mead West Kingston, Rhode Island Details
Jarrod Mead's UBS Wealth Management Experience July 2011 - December 2011
Job Tax Associate at PwC
Industry Accounting
Experience
PwC  January 2013 - Present
UBS Wealth Management   July 2011 - December 2011
Trio Restaurant  May 2008 - August 2011

Education
Bryant University   2012 — 2012
MPAc-Tax, Advanced Accounting with a Tax Concentration

Bryant University   2008 — 2012
Bachelor of Science in Business Adminstration, Accounting

James Cook University
Study Abroad

Joshua Cytryn Joshua Cytryn Brooklyn, New York Details
Joshua Cytryn's UBS Wealth Management Experience July 2005 - July 2012
Job Critical Business Implementation Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2014 - Present
Computershare  October 2012 - September 2014
UBS Wealth Management   July 2005 - July 2012
Merrill Lynch  December 2002 - July 2005

Skills
Business Analysis, Customer Service, Equities, Financial Analysis, Financial Services, Management, Marketing, Microsoft Office, Process Improvement, Project Management, Real Estate, Sales, Strategic Planning

Education
Rutgers University-New Brunswick   1998 — 2000
Bachelor's Degree, Economics

Brookdale Community College   1996 — 1998
Associate's Degree, Economics

McKay Potter McKay Potter Los Angeles, California Details
McKay Potter's UBS Wealth Management Experience June 2012 - August 2012
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting   September 2015 - Present
Marriott School of Management  March 2014 - May 2015
EY, Transaction Advisory Services   June 2014 - August 2014
U.S. Senate Committee on Finance   August 2012 - December 2012
UBS Wealth Management   June 2012 - August 2012
Portfolio Advisors, LLC  June 2011 - August 2011

Skills
Public Speaking, Microsoft Office, Research, Business Strategy, Business Writing, Leadership, Social Media, Marketing, Market Research, Private Equity, Data Analysis, Microsoft Excel, PowerPoint, Strategy, Financial Analysis, Nonprofits, Microsoft Word, Fundraising, Economics, Billiards

Education
Brigham Young University
Business Strategy & Political Science

Jerusalem Center for Near Eastern Studies

Darien High School
Student Body President

Christopher Schiesser Christopher Schiesser New York, New York Details
Christopher Schiesser's UBS Wealth Management Experience January 2012 - June 2012
Job Analyst/Trader at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  March 2015 - Present
Eastern Trust Wealth Management   July 2013 - November 2014
AP Capital Group   June 2012 - July 2012
UBS Wealth Management   January 2012 - June 2012
GTECH  June 2011 - January 2012
Brown University  January 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Financial Modeling, Microsoft Word, Economics, Human Resources, Research, Employee Benefits, Financial Analysis, Social Media, Stata, Performance Management, Public Speaking, Project Management, Market Research, Facebook, Benefits Administration

Education
Brown University   2009 — 2013
B.A., Business Economics and History

Bishop Hendricken High School

Kaitlyn Alvino Kaitlyn Alvino Greater New York City Area Details
Kaitlyn Alvino's UBS Wealth Management Experience August 2014 - Present
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
UBS Wealth Management   June 2013 - August 2013
UBS Private Wealth Management  June 2012 - August 2012
Pat Tillman Foundation  June 2011 - August 2011

Skills
VBA, Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, PC, Apple Macintosh, Economics, Spanish, Public Speaking, Social Media

Education
Bucknell University   2010 — 2014
BSBA, Business Management

Hackley School   2006 — 2010
High School Diploma

Robert Stern, JD, CFP® Robert Stern, JD, CFP® Dallas/Fort Worth Area Details
Robert Stern, JD, CFP®'s UBS Wealth Management Experience 1999 - 2000
Job Wealth Strategist JP Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Chase & Co.   February 2015 - Present
Fidelity Investments  April 2010 - February 2015
Aviva USA  October 2008 - April 2010
New York Life Insurance Co.  April 2003 - October 2008
RSM McGladrey  December 2000 - April 2003
UBS Wealth Management   1999 - 2000
The Ayco Company, L.P.   June 1998 - December 1999
Eagle & Fein   June 1996 - June 1998

Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services

Education
Brooklyn Law School   1993 — 1996

College of the Holy Cross   1987 — 1991
BA, Economics

Xavier High School   1983 — 1987
HS Diploma

Dave D'Alessandro Dave D'Alessandro New York, New York Details
Dave D'Alessandro's UBS Wealth Management Experience August 2014 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   August 2014 - Present
UBS Wealth Management   June 2013 - August 2013
D's Lacrosse Apparel   2007 - 2013
Merrill Lynch  June 2012 - August 2012

Education
Bucknell University   2010 — 2014
BSBA, Business Management

Charlotte Country Day School   2006 — 2010

Kevin Kesler Kevin Kesler Ogden, Utah Details
Kevin Kesler's UBS Wealth Management Experience September 2000 - February 2009
Job Senior Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 2009 - Present
UBS Wealth Management   September 2000 - February 2009
First Security Investor Services   March 1993 - September 2000
Dean Witter  1988 - 1993

Education
Brigham Young University   1981 — 1983
BA, Political Science

Maurice Lawrence Maurice Lawrence Greater Nashville Area Details
Maurice Lawrence's UBS Wealth Management Experience April 2014 - December 2014
Job IT professional
Industry Computer & Network Security
Experience
Dell  December 2014 - Present
UBS Wealth Management   April 2014 - December 2014
M and N Communications LLC   January 2010 - April 2014
Larro Speed Inc   January 2005 - December 2012
Florida International University  August 2010 - February 2012
Comcast Cable  April 2007 - February 2010

Skills
Software Installation, Network Design, Networking, Network Administration, Computer Hardware, Windows Server, Network Engineering, CCTV, Network Security, Computer Repair, Active Directory, WAN, Cisco VoIP, IP PBX, Entrepreneurship, System Administration, Databases, Consulting, Microsoft Exchange, Domain Management, VoIP, Firewalls, Project Management, Project Coordination, Troubleshooting

Education
Broward Community College   2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Information Technology

Broward Community College   2005 — 2007
Associate's degree, Mechanical Engineering

Josh Maloff Josh Maloff New York, New York Details
Josh Maloff's UBS Wealth Management Experience June 2014 - August 2014
Job JD/MBA
Industry Financial Services
Experience
Valley National Bank  September 2015 - Present
UBS Wealth Management   June 2014 - August 2014
Apropos LLC   December 2011 - August 2014
Kushner Companies  October 2009 - October 2010
Brooklyn District Attorney's Office  August 2007 - October 2009

Skills
Entrepreneurship, Research, Public Speaking, Due Diligence, Business Analysis, Market Research, Small Business Marketing, Equity Research, Microsoft Office, Operations Management, Sales, Legal Research, Economic Research, Real Estate Investor, Management, Social Media, Strategic Planning, Financial Analysis, Marketing, Microsoft Excel

Education
Fordham University - Graduate School of Business Administration   2013 — 2015
Master of Business Administration (MBA), Finance

Brooklyn Law School   2005 — 2008
Doctor of Law (JD)

University of Colorado Boulder   2001 — 2005
Bachelor of Arts (BA), History

Patrick Schlickman Patrick Schlickman Brooklyn, New York Details
Patrick Schlickman's UBS Wealth Management Experience August 2014 - Present
Job Branch Examiner at UBS Wealth Management
Industry Law Practice
Experience
UBS Wealth Management   August 2014 - Present
ALM  October 2013 - August 2014
The Legal Aid Society of New York  September 2012 - January 2013
The Legal Aid Society of New York  September 2011 - May 2012
New York City Human Resources Administration  June 2010 - January 2011
Fragomen, Del Rey, Bernsen & Loewy   February 2006 - July 2009

Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Legal Research, Legal Writing, Social Media, Editing, Westlaw, Public Speaking

Education
Brooklyn Law School   2009 — 2012
Juris Doctor

New York University   2001 — 2006
Bachelor of Arts (B.A.), History

Daniil Pak Daniil Pak Greater Boston Area Details
Daniil Pak's UBS Wealth Management Experience June 2012 - August 2012
Job Master of Business Administration Candidate
Industry Investment Banking
Experience
Gazprom Marketing & Trading  February 2014 - July 2014
UBS Wealth Management   June 2012 - August 2012
System Capital Management   May 2011 - July 2011

Skills
Market Research, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Teamwork, Stata, Research, Microsoft Word, Public Speaking, Financial Modeling, Social Media, Photoshop, Customer Service

Education
Brandeis International Business School   2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance and Asset Management

Brandeis University   2009 — 2013
Bachelor of Arts (B.A.), Economics and Business

Webb School of California   2006 — 2009
High school, General Studies

Gregory Bird, CFA Gregory Bird, CFA New York, New York Details
Gregory Bird, CFA's UBS Wealth Management Experience February 2003 - July 2005
Job Business Risk Analyst at Man
Industry Financial Services
Experience
Man  June 2014 - Present
Barclays Investment Bank  November 2013 - June 2014
Barclays Investment Bank  April 2013 - October 2013
Barclays Investment Bank  March 2010 - March 2013
Barclays Investment Bank  April 2008 - March 2010
Dividend Assets Capital   September 2005 - February 2008
UBS Wealth Management   February 2003 - July 2005

Education
Bowdoin College

Justin Benevides, MBA Justin Benevides, MBA Boston, Massachusetts Details
Justin Benevides, MBA's UBS Wealth Management Experience August 2007 - May 2009
Job Corporate Finance Analyst at TriMark USA
Industry Newspapers
Experience
TriMark USA  October 2014 - Present
The Boston Globe  October 2013 - October 2014
Fidelity Investments  April 2012 - September 2013
Rhode Island State House  August 2010 - April 2012
Edward Jones  May 2009 - August 2010
UBS Wealth Management   August 2007 - May 2009

Skills
Finance, Financial Analysis, Investments, Mutual Funds, Insurance, Financial Modeling, Microsoft Excel, Customer Service, Strategic Financial..., Microsoft Office, Business Analysis, Leadership, PowerPoint, Outlook, Data Analysis, Series 7, Essbase, Microsoft Word, Visio, Capital Budgeting, Budget Process, Windows 7, Performance Management, V Lookups, MS Excel Pivot Tables, Series 63, Tableau, Management, CRM, Budgets

Education
Salve Regina University   2009 — 2010
MBA, Business, 3.69 GPA

Bryant University   2004 — 2007
Finance, Minor in Legal Studies

Helene Vincent Helene Vincent Cambridge, Massachusetts Details
Helene Vincent's UBS Wealth Management Experience June 2011 - July 2011
Job Manager of Product Innovation, Language Immersion Tours at EF Education First
Industry Program Development
Experience
EF Education First  July 2013 - Present
EF Education First  August 2012 - July 2013
Brown University Mediation Project   January 2010 - June 2012
Mediators Beyond Borders  January 2011 - May 2012
Community Mediation Center of Rhode Island  January 2010 - May 2012
UBS Wealth Management   June 2011 - July 2011
Providence Bay Fish Company   April 2007 - January 2009

Skills
English, French, Italian, Spanish, Mediation, Conflict Resolution, German, Coaching, Conflict Management, Training, Teaching, Workshop Facilitation, Community Outreach, Research, Blogging, Public Speaking, Social Media, Marketing Strategy, Team Leadership, Entrepreneurship, New Venture Development, Critical Thinking, Blended Learning, Business Strategy, Market Research, Strategy Execution, Cross Cultural..., Experiential Learning, International Relations, Marketing, Strategic Communications, Global Perspective, Highly resourceful, Humor, Personal Values, Strategic Insights, Accountability, Communication Skills, Highly self-motivated, Writing, Values-based Leadership, Team Management, Respect, Inclusiveness, Kindness, Empathy, Teamwork

Education
Brown University   2007 — 2012
Bachelor of Arts, International Relations- Political and Economic Development

Nevsky Institute of Language and Culture- St Petersburg, Russia   2010 — 2010
Intensive Russian Language Studies

Università di Bologna / University of Bologna   2009 — 2009
Intensive Italian Language Studies

South Kingstown High School   2003 — 2007

Alex Lew Alex Lew Greater Chicago Area Details
Alex Lew's UBS Wealth Management Experience January 2004 - April 2005
Job Account Executive at EMC Bridging the gap between IT and Business
Industry Computer Software
Experience
EMC  July 2014 - Present
Gartner  November 2013 - July 2014
PTC  March 2012 - October 2013
ANSYS, Inc.   May 2010 - March 2012
Goldman Sachs  April 2005 - May 2010
Goldman Sachs  April 2005 - April 2010
UBS Wealth Management   January 2004 - April 2005

Skills
Technical Presentations, Client Acquisition, Sales Management, Enterprise Software, Business Strategy, Start-ups, Customer Acquisition, Sales, Leadership, Product Development, CRM, Management, Strategy, Business Process..., B2B

Education
Northwestern University - Kellogg School of Management   2007 — 2009
MBA, Finance, Marketing, and Management Strategy

Brown University   1999 — 2002
Bachelors of Arts, Business Economics and Sociology

Gregory Tavernier Gregory Tavernier Monaco area Details
Gregory Tavernier's UBS Wealth Management Experience February 2010 - September 2015
Job Investment Advisor Investment Products & Services at UBS SA
Industry Financial Services
Experience
UBS  March 2015 - Present
UBS Wealth Management   February 2010 - September 2015
UBS Wealth Management   February 2010 - August 2011
UBS Investment Bank  April 2011 - July 2011
Franco Asset Management   June 2005 - August 2005
Altira Group  June 2004 - August 2004

Skills
Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Structured Products, FX, Private Banking, Wealth Management

Education
Brandeis University, Lemberg - International Business School   2007 — 2009
M.A., International Economics and Finance

Bowdoin College   2002 — 2007
B.A., International Relations and German Literature

Ian Hollander Ian Hollander Atlanta, Georgia Details
Ian Hollander's UBS Wealth Management Experience March 2011 - July 2011
Job Equity Trader at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  July 2011 - Present
UBS Wealth Management   March 2011 - July 2011
Sterne Agee  January 2011 - March 2011
Pacific Wealth Group   November 2010 - February 2011
Wells Fargo Advisors  May 2009 - November 2010

Education
Bucknell University   2005 — 2009
Bachelors of Arts, Economics, Political Science

The Kinkaid School

Dale Shivnarain Dale Shivnarain Greater New York City Area Details
Dale Shivnarain's UBS Wealth Management Experience September 2006 - February 2008
Job MedMine, LLC., New York City
Industry Research
Experience
MedMine   June 2013 - Present
Investment Technology Group, Inc.   June 2011 - May 2013
Coleman Research Group  August 2010 - July 2011
Tulsi Capital Partners   May 2008 - October 2009
UBS Wealth Management   September 2006 - February 2008
Charter Oak Partners  2003 - 2006
UBS Investment Bank  2000 - 2003
Memorial Sloan-Kettering Cancer Center  July 1992 - June 1996

Education
New York University - Leonard N. Stern School of Business   1997 — 2000
Finance

New York University   1997 — 1999
Molecular Biology

Brown University   1988 — 1992

The Hotchkiss School

Christian Chineme Christian Chineme Greater New York City Area Details
Christian Chineme's UBS Wealth Management Experience May 2012 - August 2012
Job Investment Accounting at Everest Reinsurance
Industry Financial Services
Experience
Everest Reinsurance  May 2015 - Present
UBS Wealth Management   May 2012 - August 2012
Ensign Peak Advisors  December 2011 - April 2012
Security Metrics  March 2011 - June 2011
Rapid Penetration of Markets, LLC  January 2011 - April 2011
Atlanta, Georgia  August 2006 - August 2008

Skills
Bloomberg Terminal, Capital IQ, Strategic Planning, Decision Making, Listening Skills, Building New..., Learning New Concepts, Capital Markets, Relationship Marketing, Portfolio Management, Bloomberg, Marketing, Strategy, Financial Modeling, Economics, Finance, Start-ups, Due Diligence, Investments, Trading, Financial Analysis, Corporate Finance, Banking, DCF, Valuation, Private Equity, Equity Research, Equities, Equity Valuation, Fixed Income, Stata, Econometrics, Investment Banking, Craigslist, Pinterest, Hedge Funds

Education
Brigham Young University   2005 — 2013
B.A., Economics

Jennifer Hrabik Jennifer Hrabik Greater New York City Area Details
Jennifer Hrabik's UBS Wealth Management Experience December 2009 - May 2010
Job Interior Designer at Jeffrey Beers International
Industry Design
Experience
Jeffrey Beers International  September 2015 - Present
New World Design Builders   November 2014 - September 2015
J.L.I.D.   September 2013 - November 2014
Turpin Real Estate  May 2013 - November 2014
Halstead Property  February 2010 - May 2011
UBS Wealth Management   December 2009 - May 2010
UBS Global Asset and Wealth Management   July 2007 - December 2009
Brentwood Bank  June 2005 - August 2005

Skills
Investments, Portfolio Management, Investor Relations, Finance, Marketing, Business Economics, Due Diligence, Alternative Investments, Real Estate, Designing, Business Planning, Asset Management, Training, Strategic Financial..., Hedge Funds, Investment Strategies, Wealth Management, Market Research, Competitive Analysis, Investment Properties, Analysis, Securities, Valuation, Leadership, Negotiation, Sales, Financial Analysis, Budgets, Economics, Financial Advisory, Financial Modeling, Real Estate Economics, Mergers & Acquisitions, Residential Homes, AutoCAD, Revit, SketchUp, Architectural Details, 3D Studio Max, 3D Modeling, 3D Visualization, 3D Rendering, Interior Design

Education
Bucknell University   2003 — 2007
Bachelor of Arts (B.A.), Major: Economics Concentration: Finance/Accounting, Major GPA: 3.72 Cumulative GPA: 3.5

New York School of Interior Design   2010 — 2013
MFA-1 Program

John C. Lipaj John C. Lipaj Cleveland/Akron, Ohio Area Details
John C. Lipaj's UBS Wealth Management Experience February 2007 - May 2009
Job Financial Advisor & President at True North Planning
Industry Investment Management
Experience
True North Planning   February 2014 - Present
McDonald Partners   May 2009 - February 2014
UBS Wealth Management   February 2007 - May 2009
McDonald Investments  January 1994 - February 2007
McDonald Investments  1985 - 1987

Skills
Asset Allocation, Investments, Investment Strategies, Investment Management, Portfolio Management, Retirement, Strategic Financial..., Series 7, Bonds, Investment Advisory, Pensions, Mutual Funds, Wealth Management, Securities, Retirement Planning, Wealth Accumulation, Financial Risk, Estate Planning, Series 63, Capital Markets, Alternative Investments, 401k, Equities, Finance

Education
Cleveland State University   1982 — 1984
BA, Economics

Bowling Green State University   1979 — 1982
Political Science

William Deichmeister William Deichmeister Greater New York City Area Details
William Deichmeister's UBS Wealth Management Experience June 2012 - August 2012
Job Service Driver at Prestige Motors
Industry Financial Services
Experience
Prestige Motors  March 2015 - Present
Jack Daniels Motors  August 2013 - November 2014
Bryant University  September 2009 - May 2013
UBS Wealth Management   June 2012 - August 2012
Super Stop & Shop  April 2009 - August 2011

Skills
Factset, Morningstar, Microsoft Excel, Microsoft Office, Photoshop, Social Media, Stocks, Customer Service, Team Oriented, Investments, Stock Market Analysis, Financial Modeling, Marketing, Access, PowerPoint, Teamwork, Portfolio Management, Financial Analysis, Time Management, Microsoft Word, Finance

Education
Bryant University   2009 — 2013
Bachelor of Science, Accounting and Finance

Elefteria Kastanaras Elefteria Kastanaras Greater New York City Area Details
Elefteria Kastanaras's UBS Wealth Management Experience June 2012 - August 2012
Job Contract Administrator at Sikorsky Aircraft
Industry Financial Services
Experience
Sikorsky Aircraft  August 2014 - Present
Barnum Financial Group  July 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Microsoft Office, FactSet, SAP, Financial Modeling, Access, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Photoshop, Teamwork, Time Management, Corporate Finance, Portfolio Management

Education
Bryant University   2010 — 2014
Bachelor of Science (BS), Finance, Global Supply Chain Management

Maura Ann Dowling Maura Ann Dowling Providence, Rhode Island Area Details
Maura Ann Dowling's UBS Wealth Management Experience December 1998 - December 2007
Job at Bryant University
Industry Financial Services
Experience
Bryant University  June 2002 - Present
Bentley Wealth Advisors, LLC   October 2008 - October 2009
Schwab Institutional  March 2008 - September 2008
UBS Wealth Management   December 1998 - December 2007

Skills
Strategy, Management Consulting, Public Speaking, Estate Planning, Strategic Financial..., Wealth Management

Education
Brown University   1990 — 1995
MA, Economics

State University of New York College at Potsdam   1983 — 1990
BA and MA, Mathematics

Brittany (Blanchette) Manganaro, CFP®, CLU®, CIMA®, CRPC® Brittany (Blanchette) Manganaro, CFP®, CLU®, CIMA®, CRPC® Greater Boston Area Details
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

David C. Henry David C. Henry Greater New York City Area Details
David C. Henry's UBS Wealth Management Experience 1985 - 1992
Job Vice President Finance and Administration at USO of Metropolitan New York
Industry Financial Services
Experience
USO of Metropolitan New York  2014 - Present
Goldman Sachs  2000 - 2013
Enhance Financial Services Group, Inc.   1999 - 2000
Fidelity Investments  1992 - 1999
UBS Wealth Management   1985 - 1992
IBM  1984 - 1985

Skills
Financial Analysis, Financial Metrics, Budget Models, Financial Variance..., Budget Modeling, Cost Drivers, P&L review, P&L Improvement, Asset Management, Equities, Fixed Income, Disaster Recovery, Financial Services, Strategic Financial..., Business Continuity, Derivatives, P&L Management, Securities, Prime Brokerage, Business Strategy, Strategic Planning, Investment Banking, Hedge Funds, Middle Office, Financial Reporting, Business Continuity..., Bloomberg, Headcount Reporting, Options, Operational Risk, Capital Markets, Department Budgeting, Cost Allocation, Financial Risk, Financial Planning

Education
Kellogg Graduate School of Management
Masters in Management, Finance

University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute

Bucknell University
BSBA, Accounting

Emilie Ratajczak Emilie Ratajczak Greater New York City Area Details
Emilie Ratajczak's UBS Wealth Management Experience May 2014 - August 2014
Job Sales and Marketing | Food & Beverage | Psychology and Sociology degree from Bucknell University | NAPW member
Industry Environmental Services
Experience
RoadRunner Recycling  July 2015 - Present
Perkins & Marie Callender's, LLC   May 2015 - July 2015
Bucknell University  April 2015 - July 2015
Bucknell University  October 2014 - May 2015
Bucknell University  September 2014 - May 2015
Bucknell University  January 2012 - January 2015
Bucknell University  October 2013 - October 2014
UBS Wealth Management   May 2014 - August 2014
Bucknell University  April 2013 - February 2014
SNAP Infusion  August 2013 - December 2013

Skills
Microsoft Office, Social Networking, Photography, Event Planning, PowerPoint, Social Media, Public Speaking, Microsoft Excel, Entrepreneurship, Marketing, Social Media Marketing, Communication, Organization, Event Management, Salesforce.com, WordPress

Education
Bucknell University   2011 — 2015
Psychology

Harvard University   2012 — 2012
Biology, General

Polytechnic Preparatory Country Day School   2007 — 2011

Daniel Berger Daniel Berger Greater New York City Area Details
Daniel Berger's UBS Wealth Management Experience March 2008 - April 2009
Job Thomson Reuters Municipal Market Data
Industry Financial Services
Experience
Thomson Reuters Municipal Market Data   May 2010 - Present
UBS Wealth Management   March 2008 - April 2009
Smith Barney  April 2006 - March 2008
MBIA  1985 - 1998

Skills
Fixed Income, Portfolio Management, Finance, Asset Management, Credit Risk, Securities, Asset Managment, Investment Banking, Investments, Underwriting, Bonds, Municipal Bonds, Capital Markets, Financial Services, Fundamental Analysis, Credit

Education
New York University - Leonard N. Stern School of Business   1980 — 1982
MBA

Brandeis University   1976 — 1980
Bachelor’s Degree

Matthew Schulman Matthew Schulman Greater Boston Area Details
Matthew Schulman's UBS Wealth Management Experience April 2001 - January 2007
Job Director of Business Development at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management   June 2014 - Present
Weston Capital Partners   January 2012 - May 2014
Adviser Investments  January 2009 - January 2012
Weston Public Schools  2008 - 2009
Citizens bank  January 2007 - June 2008
UBS Wealth Management   April 2001 - January 2007
Paine Webber  January 1999 - April 2001
Prudential Securities  1997 - 1999
Prudential Securities  1995 - 1997
Prudential Securities  1993 - 1995

Skills
Investments, Portfolio Management, Wealth Management, Series 7, Training, Coaching, Retirement Planning, Asset Management, Strategic Financial..., Mutual Funds, Sales, Asset Managment, Asset Allocation, Management, New Business Development, Business Strategy, Strategic Planning, Networking, Cross Selling, Account Management, Investment Advisory, Financial Analysis, Financial Services

Education
Brandeis University   1984 — 1987
BA, Economics

Lexington High School   1981 — 1983

Jim Pierce Jim Pierce Portland, Maine Details
Jim Pierce's UBS Wealth Management Experience 2009 - 2010
Job President at James M Pierce LLC
Industry Financial Services
Experience
James M Pierce LLC   July 2010 - Present
UBS Wealth Management   2009 - 2010
UBS Wealth Management   2007 - 2009
UBS Wealth Management   2005 - 2007
UBS Wealth Management   2001 - 2005
PaineWebber  1995 - 2000
PaineWebber  1990 - 1995
PaineWebber  1984 - 1990
Moseley Hallgarten   1976 - 1984

Skills
Wealth Management, Financial Advisory, Investment Advisory, Leadership Development, Series 7, Asset Management, Leadership, Coaching, Management, Series 63, Training, Finance

Education
Bowdoin College
Bachelor of Arts

James E. Machuga James E. Machuga Boston, Massachusetts Details
James E. Machuga's UBS Wealth Management Experience May 2005 - December 2006
Job Senior Vice President at Merk Funds
Industry Financial Services
Experience
Merk Investments  January 2015 - Present
Merk Investments  July 2012 - December 2014
Fidelity Investments Institutional Services  February 2008 - June 2012
Fidelity Investments Institutional Services  July 2007 - February 2008
UBS Wealth Management   May 2005 - December 2006

Skills
Financial Sales, Relationship Cultivation, Market Research, Investments, Mutual Funds, Series 7, 401k, Series 63, Sales Presentations, Alternative Investments, ETFs, Relationship Management, Asset Allocation, Financial Advisory, CRM, Series 6, Uniform Combined State..., Sales Finance, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Investment Management, Retirement

Education
Bryant University   2003 — 2007
Bachelor of Science in Business Administration

Todd W. Darling, CFP® Todd W. Darling, CFP® Greater Boston Area Details
Todd W. Darling, CFP®'s UBS Wealth Management Experience April 1994 - November 2004
Job First Vice PresidentInvestments and CERTIFIED FINANCIAL PLANNER™ CERTIFICANT Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2004 - Present
UBS Wealth Management   April 1994 - November 2004
Smith Barney  January 1990 - April 1994

Education
Bowdoin College   1985 — 1989
BA, Government, German Language

Masconomet Regional   1982 — 1985

Erik Shumar, Ph.D. Erik Shumar, Ph.D. New York, New York Details
Erik Shumar, Ph.D.'s UBS Wealth Management Experience June 2014 - March 2015
Job Director at KPMG US
Industry Banking
Experience
KPMG US  March 2015 - Present
UBS Wealth Management   June 2014 - March 2015
Columbia University in the City of New York  January 2008 - March 2015
Citi  July 2012 - June 2014
Capital One  May 2012 - July 2012
Capital One  June 2011 - June 2012
Amalgamated Bank  November 2009 - June 2011
Amalgamated Bank  September 2008 - March 2010
Bank On Manhattan   2009 - 2009
The Coalition for Debtor Education   October 2007 - September 2008

Skills
Relationship Management, Social Enterprise, Public Speaking, Community Development, English, Data Analysis, Research, Non-profits, Strategic Planning, Policy, Project Management, Leadership, Banking

Education
Columbia University - Columbia School of Social Work   2006 — 2014
Ph.D., Behavioral Economics

Columbia University - School of International and Public Affairs   2003 — 2006
MPA, Nonprofit Management

Columbia University School of Social Work   2003 — 2006
MSW, Advanced Generalist Practice

Bucknell University   1996 — 2000
BA, International Business and East Asian Studies

Nicholas Hertz, CAIA Nicholas Hertz, CAIA Greater New York City Area Details
Nicholas Hertz, CAIA's UBS Wealth Management Experience July 2008 - June 2010
Job Director Strategic Equity Solutions Group at UBS
Industry Financial Services
Experience
UBS  August 2014 - Present
UBS  June 2010 - Present
UBS Wealth Management   July 2008 - June 2010
UBS Wealth Management   June 2007 - August 2007

Education
Bucknell University   2004 — 2008
Management

Keith Barnes Keith Barnes Greater New York City Area Details
Keith Barnes's UBS Wealth Management Experience July 2015 - Present
Job Summer Analyst at UBS Wealth Management
Industry International Trade and Development
Experience
UBS Wealth Management   July 2015 - Present
US Congress  September 2014 - December 2014
New Jersey Future First   September 2014 - November 2014
Café 360   August 2012 - June 2014

Skills
Social Media, Public Relations, Microsoft Office, English, Management, Leadership, French, Public Speaking, Social Media Marketing, Media Relations, Event Planning, Editing, Community Outreach, Nonprofits, Time Management, Teamwork, PowerPoint, Research, Microsoft Word, Microsoft Excel, Social Networking, Customer Service

Education
Seton Hall University   2013 — 2015
Bachelor's Degree

Seton Hall University   2013 — 2015
Bachelor's Degree

Université Paris-Sorbonne   2014 — 2014
Certificat de langue française

Brookdale Community College   2010 — 2013
Associate of Arts (A.A.)

Wesley Meyer Wesley Meyer New Orleans, Louisiana Details
Wesley Meyer's UBS Wealth Management Experience May 2013 - August 2013
Job Student at Brown University
Industry Financial Services
Experience
Brown University Investment Office   Summer AnalystMorgan StanleyJune 2015 - August 2015
Elm Ridge Capital   June 2014 - August 2014
UBS Wealth Management   May 2013 - August 2013
eTax Credit Exchange   June 2013 - July 2013
College of William and Mary  January 2012 - May 2013
ARAMARK  November 2011 - May 2013
Breakthrough Collaborative  June 2011 - August 2011

Skills
Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft CRM, Spanish, Social Media, Mindjet, Community Outreach, Data Analysis, Public Speaking, Event Planning, Fundraising, Nonprofits, Editing, Leadership

Education
Brown University   2013 — 2015
Bachelor of Arts (B.A.), Economics

The College of William and Mary   2011 — 2013
Economics and Art History

Phillips Academy Andover   2007 — 2011

Charlie Streep Charlie Streep Greater New York City Area Details
Charlie Streep's UBS Wealth Management Experience June 2013 - August 2013
Job Business Development at PitchBook Data
Industry Internet
Experience
PitchBook Data  November 2014 - Present
ZocDoc  March 2014 - Present
ZocDoc  October 2013 - March 2014
UBS Wealth Management   June 2013 - August 2013
Fox Broadcasting Company  June 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Customer Service, Research, Microsoft Office, Microsoft Word, Sales, Social Media Marketing, Banners, Marketing Strategy, Facebook, Marketing, Flute, Social Media, Salesforce.com, Business Development, Doodling, Social Networking, Leadership

Education
University of Virginia   2012 — 2013
Master of Education (MEd)

Bucknell University   2008 — 2012
Bachelor's degree, Political Science

Loomis Chaffee School   2007 — 2008
Post-Graduate

New Canaan High School   2003 — 2007

Jordan Evans Jordan Evans Greater Atlanta Area Details
Jordan Evans's UBS Wealth Management Experience June 2013 - August 2013
Job Human Capital Analyst at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte  May 2015 - Present
Deloitte  September 2014 - April 2015
Comdata  May 2014 - August 2014
UBS Wealth Management   June 2013 - August 2013
Cintas  May 2012 - August 2012
Regions Financial Corporation  May 2011 - August 2011

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Leadership, Team Leadership, Teamwork, Social Networking

Education
Brown University   2010 — 2014
Bachelor of Arts (B.A.), Organizational Studies

Brentwood High School   2006 — 2010

Chris Breen Chris Breen New York, New York Details
Chris Breen's UBS Wealth Management Experience June 2014 - August 2014
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies  June 2015 - Present
Bowdoin College  May 2014 - May 2015
Bowdoin College  September 2011 - May 2015
UBS Wealth Management   June 2014 - August 2014
Bowdoin College  March 2013 - May 2014
Meals for Others   July 2013 - August 2013
Bowdoin College  September 2012 - May 2013
On Thin Ice   May 2012 - August 2012

Skills
Business Strategy, Strategic Planning, Marketing Strategy, New Business Development, Sales Management, Entrepreneurship, Business Planning, Start-ups, Budgets, Sales, Management, Contract Negotiation, Public Speaking, Social Media

Education
Bowdoin College   2011 — 2015
Bachelor of Arts (B.A.), Major: Economics, Minor: Math

Oaks Christian High School   2007 — 2011
High School Diploma

Tzvee Zahavy Tzvee Zahavy Greater New York City Area Details
Tzvee Zahavy's UBS Wealth Management Experience May 2007 - June 2008
Job Vice President and Project Manager Global Market Risk IT Corporate and Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Chase   September 2014 - Present
FlexTrade Systems Inc.  August 2009 - September 2014
York Capital Management  June 2008 - August 2009
UBS Wealth Management   May 2007 - June 2008
Federal Reserve Bank of New York  March 2007 - May 2007
Cantor Fitzgerald eSpeed   October 2005 - March 2007
SunGard  2001 - 2005
Morgan Stanley  April 1999 - May 2001
Prudential Financial  1998 - 1999
Jewish Communications Network   1996 - 1998

Skills
Analysis, SAS, JavaScript, Business Requirements, JSP, COBOL, Functional..., ASP, Software Development..., Training, Manuals, White Papers, Distance Learning, Trading Systems, Equities, SQL, SDLC, Perl, Databases, Electronic Trading, Data Center, Investment Banking, Hedge Funds, Software Development, Unix, Project Management, Trading, Securities, Market Data, Financial Services, Asset Management, FX Options, Equity Trading, Options, Order Management, Financial Markets, Equity Derivatives, Derivatives, Sybase, Fixed Income, Quantitative Finance

Education
Brown University   1973 — 1976
PhD

Yeshiva University   1970 — 1973
MS

Yeshiva University   1966 — 1970
BA, Mathematics

Ryan Slade Ryan Slade New York, New York Details
Ryan Slade's UBS Wealth Management Experience June 2011 - August 2011
Job Commercial Underwriter at Capital One
Industry Financial Services
Experience
Capital One  August 2015 - Present
Capital One  July 2014 - August 2015
Capital One  June 2013 - July 2014
Capital One  June 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011
Creative Capital  June 2009 - August 2010

Skills
Research, Fundraising, Marketing, Event Planning, Portfolio Management, Public Speaking, Social Media, Spanish, Wealth Management, Data Analysis

Education
Brandeis University   2009 — 2013
Bachelor of the Arts, Economics & Business

Timmethy Mastrino Timmethy Mastrino Elmhurst, Illinois Details
Timmethy Mastrino's UBS Wealth Management Experience January 2009 - May 2009
Job Talent Acquisition Specialist at Sikich | Top Talent Recruiter | Employment Experience Professional
Industry Accounting
Experience
Sikich  January 2015 - Present
iD Commerce and Logistics  May 2013 - February 2015
Aerotek  March 2010 - July 2012
UBS Wealth Management   January 2009 - May 2009

Skills
Recruiting, Talent Acquisition, Account Management, Technical Recruiting, Sourcing, Building Relationships, Applicant Tracking..., Internet Recruiting, Staffing Services, Temporary Staffing, Contract Recruitment, Benefits Negotiation, Executive Search, Human Resources, Salesforce.com, HR Software, Client Relations Skills, Finance, Leadership, Executive Reporting, Health Education, Culture, Executive Team Member, Corporate Events, Corporate Communications, Interviews, CRM, Operations Management, Contract Negotiation, Management, Relationship Building, Strategic Planning, Training

Education
Iona College   2005 — 2009
Hagan School - Bachelor of Science, Finance

Bryant University   2009 — 2010
Coursework completed towards Master of Business Administration (MBA), Business Principles

Immaculate Conception High School

Robert J. East Robert J. East Greater Los Angeles Area Details
Robert J. East's UBS Wealth Management Experience February 2010 - June 2015
Job Merrill Lynch, West LA Market Sales Manager
Industry Financial Services
Experience
Merrill Lynch  June 2015 - Present
UBS Wealth Management   February 2010 - June 2015
UBS Wealth Management   February 2010 - June 2015
RBC Wealth Management  January 2008 - February 2010
Smith Barney  September 2006 - November 2007
Smith Barney  March 2003 - September 2006
Smith Barney  March 2000 - March 2003
Smith Barney  March 1997 - March 2000
Coopers & Lybrand  May 1995 - March 1997

Skills
Series 7, Equities, Mutual Funds, I hold the following..., My expertise is in..., Wealth Management, Finance, Time Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Securities, Asset Management

Education
Brown University   1992 — 1995
Bachelor of Arts (B.A.), Economics

Nicholas Panaro Nicholas Panaro Washington D.C. Metro Area Details
Nicholas Panaro's UBS Wealth Management Experience March 2014 - Present
Job Director, Assistant Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   March 2014 - Present
UBS Wealth Management   December 2012 - March 2014
UBS Wealth Management   August 2011 - December 2012
UBS Wealth Management   April 2010 - August 2011
UBS Wealth Management   July 2008 - April 2010

Skills
Series 7, Bloomberg, Wealth Management, Fixed Income, Uniform Combined State..., Microsoft Excel

Education
Bucknell University   2004 — 2008
BA, Economics

Alexandra Swaffield Alexandra Swaffield Boston, Massachusetts Details
Alexandra Swaffield's UBS Wealth Management Experience June 2009 - August 2009
Job VP FX Sales at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  February 2015 - Present
First Republic Bank  August 2012 - February 2015
First Republic Bank  July 2010 - August 2012
UBS Wealth Management   June 2009 - August 2009

Skills
FX trading, Private Banking, Sales, Banking, Trading

Education
Bucknell University   2006 — 2010
BA, Economics, Cum Laude

Boston University, London Internship Program   2009 — 2009
Spring 2009 Semester, Business/Managerial Economics

Dover Sherborn High School   2002 — 2006

Justin Castleberry Justin Castleberry Chicago, Illinois Details
Justin Castleberry's UBS Wealth Management Experience August 2013 - Present
Job Director, Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   August 2013 - Present
UBS Wealth Management   July 2012 - Present
UBS Wealth Management   January 2011 - July 2012
UBS Wealth Management   July 2009 - December 2010

Education
Bucknell University   2005 — 2009
Bachelor of Science, Economics

Alec Jacobs Alec Jacobs Dallas, Texas Details
Alec Jacobs's UBS Wealth Management Experience May 2010 - August 2010
Job Developer & Entrepreneur
Industry Information Technology and Services
Experience
Mavenlink  August 2012 - April 2014
Capview Partners  August 2011 - August 2011
Paprboy Press   May 2011 - August 2011
UBS Wealth Management   May 2010 - August 2010

Education
Bucknell University   2008 — 2012
Bachelor of Arts (B.A.), Economics

Greenhill

Stephen Balkam, CFP® Stephen Balkam, CFP® Greater Boston Area Details
Stephen Balkam, CFP®'s UBS Wealth Management Experience July 2008 - April 2009
Job Account and Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2012 - Present
Fidelity Investments  October 2010 - June 2012
Fidelity Investments  January 2010 - October 2010
UBS Wealth Management   July 2008 - April 2009

Skills
Financial Advisory, Investments, Portfolio Management, Equities, Fixed Income, Analysis, Management, Training, Recruiting, Finance, Fixed Annuities, Financial Risk, Auditing, Mutual Funds, Series 7, Series 63, Asset Allocation, Securities, Financial Analysis, Bloomberg, Financial Modeling, Alternative Investments, Wealth Management

Education
Bryant University   2006 — 2008
Bachelors of Science, Finance

Worcester State University

Worcester State University

Alexander Dubin Alexander Dubin Greater New York City Area Details
Alexander Dubin's UBS Wealth Management Experience May 2011 - August 2011
Job Attorney at DLA Piper
Industry Legal Services
Experience
DLA Piper  June 2014 - Present
Freeh Group International Solutions  May 2013 - December 2013
UBS Wealth Management   May 2011 - August 2011
New York State Supreme Court  May 2010 - May 2011
Miami Heat  May 2006 - November 2008
Aspen Skiing Company  December 2005 - April 2006
New York Jets  June 2003 - January 2004

Skills
Social Media, Event Planning, Sports, Event Management, Public Relations, Employment Contracts, Fundraising, Sports Marketing, Corporate Law, Due Diligence, Policy, Negotiation, Legal Research, Mediation

Education
Brooklyn Law School   2009 — 2012
Doctor of Law (J.D.)

Manhattanville College   2001 — 2005
Bachelor of Arts (B.A.), Political Science

Rye Country Day School   1995 — 2000

David Seal David Seal Greater New York City Area Details
David Seal's UBS Wealth Management Experience July 2006 - June 2008
Job Equity Sales
Industry Investment Banking
Experience
UBS Investment Bank  June 2008 - Present
UBS Wealth Management   July 2006 - June 2008

Education
Bucknell University   2002 — 2006

Duane E. Baum, Esq. Duane E. Baum, Esq. Fort Lauderdale, Florida Details
Duane E. Baum, Esq.'s UBS Wealth Management Experience August 2004 - March 2010
Job Attorney at Law at The Law Offices of Duane E. Baum, P.A.
Industry Law Practice
Experience
Law Office of Duane E. Baum, P.A.   January 2014 - Present
The Strauss Law Firm, P.A.   June 2011 - November 2013
UBS Wealth Management   August 2004 - March 2010

Skills
Commercial Litigation, Real Estate, Arbitration, FINRA, Legal Research, Real Estate Transactions, Securities, Mediation, Litigation, Courts, Legal Writing, Due Diligence, Contract Negotiation, Commercial Real Estate

Education
Brooklyn Law School   2001 — 2004
Juris Doctor, J.D.

Ceylan Ecer Ceylan Ecer Greater New York City Area Details
Ceylan Ecer's UBS Wealth Management Experience May 2008 - July 2008
Job Associate at Goldman Sachs
Industry Banking
Experience
The Collectors Fund   September 2012 - Present
Goldman Sachs  June 2009 - Present
Merrill Lynch  August 2008 - September 2008
UBS Wealth Management   May 2008 - July 2008
Inflection Capital   January 2008 - 2008
Congressman Joe Wilson (SC-02)   August 2007 - September 2007

Skills
Bloomberg, Economics, Fixed Income, Hedge Funds, Trading, Emerging Markets, Credit Risk, Valuation, Financial Modeling

Education
Brandeis University   2005 — 2009
BA, Economics, International Studies

Galatasaray High School   2000 — 2005

Katherine Saeli Katherine Saeli Greater Boston Area Details
Katherine Saeli's UBS Wealth Management Experience June 2008 - August 2008
Job Investment Associate at Windhorse Capital Management
Industry Financial Services
Experience
Windhorse Capital Management  March 2012 - Present
J.P. Morgan   July 2009 - March 2012
UBS Wealth Management   June 2008 - August 2008

Skills
Relationship Management, Market Research, Sales, Bloomberg, Hedge Funds, Financial Modeling

Education
Bowdoin College   2005 — 2009

Noble and Greenough   2001 — 2005

Park School

Corey Merrill Corey Merrill Salt Lake City, Utah Details
Corey Merrill's UBS Wealth Management Experience 2001 - 2007
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A.   June 2011 - Present
Wells Fargo  October 2009 - June 2011
Farm Bureau Financial Services  September 2008 - October 2009
UBS Bank USA  June 2007 - August 2007
UBS Wealth Management   2001 - 2007
UBS Global Asset Management  June 2006 - August 2006

Skills
Analytical Skills, Financial Analysis, Finance, Personal Finance, Insurance, Account Management, Operations Management, Sales Management, Project Management

Education
Brigham Young University   2001 — 2007
Finance

Lauren Becht Lauren Becht Greater New York City Area Details
Lauren Becht's UBS Wealth Management Experience April 2010 - Present
Job Financial Planning Specialist at UBS
Industry Financial Services
Experience
UBS Wealth Management   April 2010 - Present
UBS  July 2008 - April 2010
AhmetZe Photography   2010 - 2010
UBS  2008 - 2010
U.S. House of Representatives   June 2007 - June 2007
Hands On Atlanta  2006 - 2006

Education
Fairleigh Dickinson University
BA, Economics & Political Science

Bucknell University

Randolph High School

Louise Rossi Louise Rossi Greater New York City Area Details
Louise Rossi's UBS Wealth Management Experience June 1998 - October 2005
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse  February 2012 - Present
HSBC  September 2011 - February 2012
Morgan Stanley  February 2011 - September 2011
Deutsche Bank Securities  October 2005 - December 2010
UBS Wealth Management   June 1998 - October 2005
The Chase Manhattan Bank  July 1991 - October 1997

Skills
Business Analysis, Business Process..., Change Management, Financial Services, Investment Banking, Process Improvement, Project Management, SDLC, Back Office, Banking, Middle Office, PMO, Reference Data, Regulatory Reporting, Vendor Management, Trading Systems, Capital Markets, Derivatives, Fixed Income, Management, Program Management, Securities

Education
Rutgers, The State University of New Jersey-Graduate School of Management
MBA, International Business

Bryn Mawr College
Bachelor's, English Literature

Clifton High School

Kelly O'Brien Vives Kelly O'Brien Vives Old Greenwich, Connecticut Details
Kelly O'Brien Vives's UBS Wealth Management Experience March 2010 - December 2012
Job Head of Sales Services and Marketing at UBS A&Q Hedge Fund Solutions
Industry Financial Services
Experience
UBS A&Q Hedge Fund Solutions   January 2014 - Present
UBS Alternative and Quantitative Investments   January 2012 - January 2014
UBS Wealth Management   March 2010 - December 2012
UBS Wealth Management   August 2008 - March 2010
UBS Wealth Management   July 2006 - August 2008

Education
Bucknell University   2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General

James Alston Jr James Alston Jr Greater New York City Area Details
James Alston Jr's UBS Wealth Management Experience December 2006 - May 2014
Job IT Consultant
Industry Information Technology and Services
Experience
Deutsche Bank (GRMS IT Consulting)   September 2014 - April 2015
UBS Wealth Management   December 2006 - May 2014
UBS Global Asset Management  June 2003 - December 2006
PaineWebber / UBS Financial   August 1999 - June 2003
Colgate Palmolive  February 1997 - August 1999

Skills
Project Management, IT Service Management, Change Management, Microsoft Excel, ITIL, Disaster Recovery, Business Analysis, Linux, Enterprise Architecture, SDLC, IT Management, SharePoint, Data Center, IT Strategy, IT Operations, Solaris, Vendor Management, Servers, Troubleshooting, Unix, Requirements Analysis

Education
New Jersey City University   1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Bowie State University   1992 — 1993

Connie Heinzerling Connie Heinzerling Greater New York City Area Details
Connie Heinzerling's UBS Wealth Management Experience 1996 - 2007
Job Health Care Professional, Tax Advisor, Project Manager
Industry Hospital & Health Care
Experience
H&R Block  December 2008 - Present
Any-Time Home Care   May 2012 - Present
SKIP of New York  August 2009 - May 2012
DCM and SRP   June 2008 - December 2008
International Center NY   October 2007 - May 2008
UBS Wealth Management   1996 - 2007
Paine Webber  1990 - 1995
Drexel Burnham Lambert  1985 - 1990

Education
Bucknell University
BA

Fordham University
M.S.W.

New York University
Computer Technology

Brad Heaps Brad Heaps Sacramento, California Area Details
Brad Heaps's UBS Wealth Management Experience October 2004 - February 2007
Job Vice President Senior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  February 2007 - Present
UBS Wealth Management   October 2004 - February 2007
Barclays Global Investors  October 1999 - October 2004

Skills
Retirement Planning, Series 7, Investments, Finance, Capital Markets, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Planning, Fixed Income, Investment Strategies, Project Management, Securities, Series 63, Strategic Financial..., Wealth Management, Customer Service

Education
Brigham Young University
B.S., Finance, Business Management

Valli Kandaswamy Valli Kandaswamy Greater New York City Area Details
Valli Kandaswamy's UBS Wealth Management Experience February 2012 - Present
Job Authorized Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   February 2012 - Present
UBS Wealth Management   April 2007 - February 2012
netForensics  October 2000 - March 2007
QuadraMed  March 2000 - September 2000

Skills
SDLC, Agile Methodologies, Unix, SQL, Requirements Analysis, Business Analysis, Linux, Regression Testing, Software Documentation, Quality Assurance, Testing, Vendor Management, Analysis, Test Planning, Business Requirements, MS Project, Microsoft Project, Requirements Gathering

Education
Women's Christian College
B.Sc, Chemistry, Physics

Brookdale Community College
AAS, Computer Science

Laura Casal Laura Casal Hazlet, New Jersey Details
Laura Casal's UBS Wealth Management Experience March 2008 - Present
Job Client Advisor Assistant/Authorized Officer at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   March 2008 - Present
Bank Hapoalim, NY Branches  May 2001 - December 2007
Israel Discount Bank  January 1997 - September 2000
The Bank of New York  October 1986 - December 1996

Education
Brookdale Community College   1994 — 1998
Associate's, Business Administration

American Institute of Banking   1987 — 1989
Certificate, International Banking

Leo Boisvert, CDFA®, CIMA® Leo Boisvert, CDFA®, CIMA® Fort Myers, Florida Area Details
Leo Boisvert, CDFA®, CIMA®'s UBS Wealth Management Experience April 2002 - October 2006
Job Managing Partner, Chief Financial Strategist at Private Wealth Consultants, LLC
Industry Financial Services
Experience
Private Wealth Consultants, LLC   October 2006 - Present
UBS Wealth Management   April 2002 - October 2006
KeyBanc Capital Markets/McDonald Investments   January 1997 - April 2002
Raymond James and Associates, Inc   May 1992 - January 1997

Skills
Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Retirement Planning, Estate Planning, Estate Tax Planning, Financial Analysis, Finacial Management, Strategic Financial..., Risk Management, Quantitative Risk..., Investment Advisory, Investment Strategies, Alternative Investments, Investment Management, Certified Divorce..., Certified Investment...

Education
Wharton School, University of Pennsylvania
Certified Investment Managment Analyst

Nova Southeastern University
Master of Business Administration (MBA), Finance and Financial Management Services

University of Maryland College Park
Marketing/Marketing Management, General

Bowie State University
Business Administration, Management and Operations

Karen Tai Karen Tai New York, New York Details
Karen Tai's UBS Wealth Management Experience May 2006 - August 2006
Job Founder and CEO at ONEPOINTSIX
Industry Internet
Experience
ONEPOINTSIX   2013 - Present
Piper Jaffray  2011 - 2013
Piper Jaffray  2010 - 2011
Gerson Lehrman Group  2008 - 2010
Lehman Brothers  2007 - 2008
UBS Wealth Management   May 2006 - August 2006

Skills
Equity Research, Financial Analysis, Company Valuation, Financial Modeling, Valuation, Entrepreneurship, Equities, Investments, Analysis, Management, Competitive Analysis, Strategy, Start-ups

Education
Brown University   2003 — 2007
Sc. B, Chemical Engineering

José A Barreiros José A Barreiros Windermere, Florida Details
José A Barreiros's UBS Wealth Management Experience May 2006 - September 2007
Job Mission President for The Church of Jesus Christ of Latterday Saints
Industry Investment Management
Experience
The Church of Jesus Christ of Latter-day Saints  February 2013 - Present
Jbarr Capital Advisors   September 2007 - February 2013
Vale Presente S.A   July 2011 - November 2012
UBS Wealth Management   May 2006 - September 2007
Safra National Bank of NY   May 2000 - May 2006
Citibank N A  April 1998 - May 2000
Brigham Young University  January 1997 - May 1998
Wizard Language Center   November 1990 - May 1996
Brazilian Army  December 1985 - May 1996

Skills
Fluent English, Fluent Spanish, Fluent Portuguese

Education
Adjunct Professor - Florida International University   2003 — 2004
Finance

Brigham Young University   1996 — 1998
MBA, Finance

Brazilian Military Academy - AMAN   1982 — 1985
Bachelor In Science, Science - Strategic Management and Economics

David Slates David Slates Dublin, Ohio Details
David Slates's UBS Wealth Management Experience July 1998 - September 2007
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Slates Wealth Management Group of Wells Fargo Advisors   September 2007 - Present
UBS Wealth Management   July 1998 - September 2007
Merrill Lynch  May 1991 - November 1994

Skills
Investments, Alternative Investments, Asset Allocation, Mutual Funds, Strategic Planning, Securities, Strategy, Capital Markets, Fixed Income, Business Strategy, Investment Strategies, Valuation, Equities, Financial Services, Retirement Planning

Education
Brown University   1987 — 1991
BA, Organizational Behavior/Political Science

Worthington High School   1983 — 1994

University of California, Berkeley, Haas School of Business   2004 — 2004
Certified Investment Management Analyst Certification, Investments and Securities

Chris Isola Chris Isola Greater Philadelphia Area Details
Chris Isola's UBS Wealth Management Experience October 2006 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2006 - Present
113th United States Congress   January 2014 - April 2014
Deloitte & Touche  April 2005 - October 2006
United States Marine Corps  February 2001 - February 2005

Skills
Series 7, Risk Management, Wealth Management, Fixed Income, Capital Markets, Equities, Investments, Asset Managment, Hedge Funds, Securities, Relationship Management, Alternative Investments, Asset Management, Series 63, Uniform Combined State..., Investment Strategies, AML, Bloomberg, Asset Allocation, Portfolio Management, Strategy, Investment Advisory, Financial Services, Private Equity, Bonds, FINRA, Valuation, Options, Investment Banking, Investment Management, Trading, Financial Modeling, Derivatives, Wealth Management..., Structured Products, Financial Markets, Leadership, Team Leadership

Education
Bucknell University   1997 — 2001
BA, History and Political Science

Jeffrey Zeller Jeffrey Zeller Greater New York City Area Details
Jeffrey Zeller's UBS Wealth Management Experience October 2007 - August 2008
Job Senior SpecialistCustomer Support OperationsOrange & Rockland Utilities
Industry Financial Services
Experience
Orange & Rockland Utilities  2011 - Present
JZ Client Solutions LLC/Mission Mpower Inc   August 2008 - December 2011
UBS Wealth Management   October 2007 - August 2008
Mellon Investor Services  July 1999 - October 2007

Education
Bryant University   1977 — 1979
Bachelor of Science, Accounting/Finance

Gail DeFilippo (nee Risman) Gail DeFilippo (nee Risman) Greater New York City Area Details
Gail DeFilippo (nee Risman)'s UBS Wealth Management Experience May 2000 - September 2008
Job Market Research Consultant Global Marketplace Insights at American Express
Industry Market Research
Experience
American Express  July 2015 - Present
Wells Fargo  March 2014 - July 2015
American Express  August 2013 - January 2014
Time Warner Cable  February 2011 - March 2013
Time Warner Cable  September 2009 - January 2011
UBS Wealth Management   May 2000 - September 2008

Skills
Consumer Behaviour, Segmentation, Market Research, Strategic Planning, Customer Insight, Competitive Intelligence, Marketing Research, Competitive Analysis, Project Management, Marketing Strategy, Analytics, Customer Experience, Marketing Communications, Digital Marketing, Market Analysis, Integrated Marketing, Strategy, Marketing Management, Product Marketing, Direct Marketing, Advertising, Brand Management, Marketing, B2B, Focus Groups, Product Development, Qualitative Research

Education
New York University - Leonard N. Stern School of Business
MBA, Marketing

Brandeis University
BA, Psychology

Madiha Zafar, Esq. Madiha Zafar, Esq. Greater New York City Area Details
Madiha Zafar, Esq.'s UBS Wealth Management Experience 2010 - 2010
Job Financial Services Risk & Regulatory Consultant at PwC Consulting
Industry Legal Services
Experience
PwC Consulting  August 2012 - Present
Financial Industry Regulatory Authority  2011 - 2011
U.S. Commodity Futures Trading Commission   2011 - 2011
Federal Trade Commission  2010 - 2011
UBS Wealth Management   2010 - 2010

Skills
Legal Research, Legal Writing, Due Diligence, Corporate Law, Public Policy, Policy Analysis, Litigation, Financial Services, Securities, Research, Finance, Civil Litigation, Risk Management

Education
Brooklyn Law School
Juris Doctor 2012

City University of New York-Queens College
BA, Cum Laude, Political Science

Adam Straight Adam Straight Greater New York City Area Details
Adam Straight's UBS Wealth Management Experience August 2007 - October 2007
Job Hydropower Development and Acquisitions
Industry Renewables & Environment
Experience
Eagle Creek Renewable Energy LLC   July 2011 - Present
Energy Forefront   December 2010 - July 2011
Emerging Energy Project   April 2010 - July 2011
GVC Capital LLC  August 2008 - April 2010
UBS Wealth Management   August 2007 - October 2007
Bear Stearns Asset Management  June 2006 - August 2006

Skills
Renewable Energy, Financial Analysis, Due Diligence, Project Finance, Financial Modeling, New Business Development, Start-ups, Wind, Market Analysis, Forecasting, Alternative Energy, Excel, Investment Banking, Sustainable Energy, Energy Efficiency, Energy, Finance, Management, Emerging Markets

Education
Bucknell University   2003 — 2007
B.A, Economics (Energy Focus), Spanish

Universidad de Granada   2006 — 2006
Spanish, Economics, International Trade

Nicholas St.George CRPC® Nicholas St.George CRPC® Charlotte, North Carolina Area Details
Nicholas St.George CRPC®'s UBS Wealth Management Experience May 2009 - July 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2012 - Present
LPL  July 2010 - June 2012
UBS Wealth Management   May 2009 - July 2010
Banc of America Investments  May 2008 - May 2009
Banc of America Investments  September 2005 - May 2008
Investors Bank & Trust  June 2005 - September 2005

Skills
Wealth Management, Retirement Income..., Retirement Planning

Education
Bryant University   2001 — 2005
Bachelors, Finance

Mount Saint Charles   1995 — 2001

Christopher Bouley Christopher Bouley Providence, Rhode Island Area Details
Christopher Bouley's UBS Wealth Management Experience March 2015 - Present
Job Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2015 - Present
Merrill Lynch  March 2008 - March 2015
WNRI 1380 AM   2000 - 2015
Morgan Stanley Smith Barney  March 2000 - March 2008
Textron Financial  1988 - 1999

Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Uniform Combined State..., Retirement, Investments, Municipal Bonds, Series 63, Separately Managed..., Hedge Funds, Asset Managment, 401k Rollovers, Financial Modeling, Asset Allocation, Alternative Investments, Wealth Management, Wealth Management..., Financial Analysis, Investment Advisory, Finance, Fixed Income, Asset Management, Financial Advisory, High Net Worth..., Mortgage Lending, IRAs, Insurance, Credit, Loans, Commercial Banking, Credit Analysis, Valuation, Estate Planning, Securities, Relationship Management, Commercial Lending, Financial Planning, Series 24, Banking, Bonds, 401k, Investment Management, Series 65, Investment Strategies, Corporate Finance, Due Diligence, Small Business Lending, FINRA

Education
Bryant University   1982 — 1991
Certificate of Advanced Graduate Studies, Finance, Management and Accounting

Sharon Steinhoff Sharon Steinhoff Greater New York City Area Details
Sharon Steinhoff's UBS Wealth Management Experience December 2003 - April 2007
Job Vice President, Senior Editor, Marketing Communications at J.P. Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Chase  April 2010 - Present
Prudential Financial  April 2007 - May 2010
UBS Wealth Management   December 2003 - April 2007
Macmillan (Bradbury Press), William Morrow (Lothrop, Lee & Shepard), Doubleday   June 1971 - January 1986

Skills
Financial Services, Hedge Funds, Copy Editing, Marketing, Editing, Editorial, Mutual Funds, Newsletters, Content Strategy, Content Development, Corporate Communications, Series 7, Content Management, Advertising, Marketing Communications

Education
Brown University
BA, American Civilization

Adrienne DeWitt Adrienne DeWitt Greater New York City Area Details
Adrienne DeWitt's UBS Wealth Management Experience September 2008 - April 2009
Job Banking Professional
Industry Banking
Experience
UBS Wealth Management   September 2008 - April 2009
Oritani Savings Bank  September 2002 - May 2008
M&T Bank  June 2001 - August 2002
HSBC  June 1994 - May 2001

Education
Marywood University   1989 — 1994
BS, Communication Disorders

Broome Community College
Certificate, Business

Blaine Anderson Blaine Anderson Greater Salt Lake City Area Details
Blaine Anderson's UBS Wealth Management Experience August 2006 - April 2009
Job Senior Vice PresidentPortfolio Management Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2009 - Present
UBS Wealth Management   August 2006 - April 2009
US Bank/Piper Jaffray   September 1999 - August 2006

Skills
Wealth Management, Finance, Strategy, Portfolio Management, Leadership, Asset Management

Education
Brigham Young University   1976 — 1983
Ba, Economics

Hillcrest High School, Salt Lake City, Utah   1973 — 1976
Portland State University, No Major

Christina Denitzio Christina Denitzio Denver, Colorado Details
Christina Denitzio's UBS Wealth Management Experience October 2009 - May 2010
Job Management Reporting Analyst at ibotta, inc.
Industry Computer Software
Experience
ibotta, inc.   July 2014 - Present
The Blackstone Group  January 2013 - July 2014
The Blackstone Group  May 2010 - December 2012
UBS Wealth Management   October 2009 - May 2010
UBS Wealth Management   June 2008 - August 2008

Skills
Financial Analysis, Variance Analysis, Financial Modeling, Forecasting, Budgeting, Microsoft Excel, PowerPoint, Hedge Funds

Education
Bowdoin College   2005 — 2009
B.A., Economics, Environmental Studies

The Pingry School   2001 — 2005

Anthony Roth Anthony Roth Greater New York City Area Details
Anthony Roth's UBS Wealth Management Experience January 2010 - December 2012
Job Chief Investment Officer, Private Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
Aquitaine Management   2013 - 2014
UBS Wealth Management   January 2010 - December 2012
UBS Wealth Management   January 2010 - December 2012
UBS  August 2008 - December 2009
Bear Stearns  October 2000 - June 2008
Sanford C. Bernstein  October 1999 - October 2000
Cleary Gottlieb  August 1993 - October 1999

Skills
Portfolio Management, Wealth Management..., Financial Services, Securities, Equities, Hedge Funds, Capital Markets, Fixed Income, Series 7, Investments, Derivatives, Investment Banking, Alternative Investments, Private Equity, Asset Managment, FINRA, Financial Modeling, Valuation, Due Diligence

Education
Harvard Law School   1990 — 2003
JD, Law

University of Paris I: Panthéon-Sorbonne   1994 — 1995
DEA, Droit Fiscal Internationale (International Tax Law)

Brown University   1987 — 1990
BA, Philosophy

Phillips Academy, Andover   1984 — 1985
High School Diploma

Cameron Macrae Cameron Macrae San Francisco Bay Area Details
Cameron Macrae's UBS Wealth Management Experience June 2008 - August 2008
Job Senior Manager, Business Strategy at YapStone, Inc.
Industry Internet
Experience
YapStone, Inc.   April 2012 - Present
Financial Technology Partners  June 2009 - December 2011
UBS Wealth Management   June 2008 - August 2008
Bay Area World Trade Center   June 2007 - August 2007

Skills
Business Development, Investment Banking, Valuation, Financial Modeling, Private Equity, Mergers, Financial Analysis, Capital IQ, DCF, Financial Technology

Education
Bowdoin College   2005 — 2009
BA, Economics

San Francisco University High School   2001 — 2005

David L. Weinreb David L. Weinreb New York, New York Details
David L. Weinreb's UBS Wealth Management Experience October 2010 - June 2013
Job Senior Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2010 - June 2013
Bernstein Global Wealth Management  September 2005 - September 2009
Ballard Spahr LLP  October 1997 - September 2005
DLA Piper  December 1994 - October 1997
Dewey & LeBoeuf LLP  September 1993 - November 1994
Hon. Stanley S. Brotman, United States District Court, District of New Jersey   August 1992 - August 1993

Skills
Estate Planning, High Net Worth..., Wealth Management..., Series 7, Series 66, Wealth

Education
Brooklyn Law School   1989 — 1992
J.D., Law, Magna Cum Laude

Vassar College   1983 — 1987
B.A., Psychology

Chuck Redman Chuck Redman Portland, Maine Details
Chuck Redman's UBS Wealth Management Experience February 1997 - Present
Job Senior Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS Wealth Management   February 1997 - Present

Education
Bowdoin College   1969 — 1973
BA, Classics

Colin Parks, CFP Colin Parks, CFP Columbus, Ohio Area Details
Colin Parks, CFP's UBS Wealth Management Experience February 2007 - Present
Job Retirement Plan Consultant, Grove Wealth Management PartnersUBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   February 2007 - Present
McDonald Investments  June 1996 - February 2007

Skills
Investment Management, Asset Managment, Investment Advisory, Series 63

Education
Bowling Green State University

Jane Voris Jane Voris New York, New York Details
Jane Voris's UBS Wealth Management Experience June 2014 - September 2015
Job Recruiter at Quadra Advisors LLC
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - September 2015
UBS Wealth Management   November 2012 - June 2014
UBS Wealth Management   August 2012 - December 2012
UBS Wealth Management   June 2011 - August 2011
Maybelline New York  January 2010 - January 2010

Skills
Wealth Management, Business Strategy, Business Development, Microsoft Excel, Microsoft Office, Microsoft Word, Strategy, Social Media, Marketing

Education
Bucknell University   2008 — 2012
BA, Sociology, Economics

New Trier High School   2004 — 2008

Can Karanis Can Karanis New York, New York Details
Can Karanis's UBS Wealth Management Experience June 2009 - August 2009
Job Associate at KPMG US
Industry Financial Services
Experience
KPMG Advisory  August 2012 - Present
Brandeis International Business School  August 2010 - August 2012
YKB   May 2011 - July 2011
Citigroup  July 2010 - September 2010
Yapı Kredi Investment   May 2010 - July 2010
UBS Wealth Management   June 2009 - August 2009
Kartonsan   May 2008 - August 2008

Skills
Bloomberg, Matlab, Stata, SPSS, Microsoft Office, Capital IQ, Monte Carlo Simulation, Thomson One, IBIS, Economics, Fixed Income, Derivatives, Bloomberg Terminal, Mathematics, Financial Modeling, Econometrics, Financial Analysis, Project Planning, Event Planning, Business Strategy

Education
Brandeis University, Lemberg - International Business School   2010 — 2012
MA, International Economics and Finance

Brandeis University   2007 — 2011
BA, Economics, Mathematics, Wien International Merit Scholarship

Üsküdar American Academy   2003 — 2007
High School, Ranked 4th in a class of 144, Math and Science Track

Levi Chow Levi Chow Greater New York City Area Details
Levi Chow's UBS Wealth Management Experience 2001 - 2002
Job Real Estate Consultant
Industry Real Estate
Experience
Cityrealty.com   July 2010 - Present
The Developers Group  January 2006 - September 2009
UBS Wealth Management   2001 - 2002

Education
Bucknell University   1997 — 2001
BS, Management, East Asian Studies

Stuyvesant High School

Lee Cheung Lee Cheung Greater New York City Area Details
Lee Cheung's UBS Wealth Management Experience January 2006 - May 2006
Job Marketing Tools and Analytics Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.  July 2010 - Present
Morgan Stanley Investment Management  May 2006 - June 2010
UBS Wealth Management   January 2006 - May 2006
UBS Wealth Management   July 2001 - January 2006
Paine Webber  July 1999 - July 2001

Skills
Series 7, Vendor Management, Series 63, Cantonese

Education
Brown University   1995 — 1999
BA, International Relations

Hitomi Okamoto Hitomi Okamoto New York, New York Details
Hitomi Okamoto's UBS Wealth Management Experience August 2008 - August 2010
Job MBA class of 2012 Columbia Business School
Industry Financial Services
Experience
UBS Wealth Management   August 2008 - August 2010
UBS Investment Bank  October 2005 - August 2008

Skills
Valuation, Financial Modeling, Corporate Finance, Capital Markets, Private Equity

Education
Columbia Business School   2010 — 2012
MBA

Bryn Mawr College   2003 — 2003
Exchange student

Brian Kauffman Brian Kauffman Greater New York City Area Details
Brian Kauffman's UBS Wealth Management Experience 1999 - 2006
Job Senior Sales Representative at Bloomberg
Industry Investment Management
Experience
Bloomberg  May 2011 - Present
Morgan Stanley Investment Management  May 2007 - April 2011
UBS Wealth Management   1999 - 2006

Skills
Equities, Hedge Funds, Series 7, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Investments, Asset Management, Series 63, Portfolio Management, Asset Allocation, Asset Managment, Bloomberg Terminal, Financial Markets, Options, Securities

Education
Bucknell University   1995 — 1999
Bachelor's Degree, Business

Bucknell University   1995 — 1999

Bucknell University   1995 — 1999

Bucknell University   1995 — 1999

Crestwood

Angelena DiCicco Mascilli Angelena DiCicco Mascilli New York, New York Details
Angelena DiCicco Mascilli's UBS Wealth Management Experience 2010 - November 2012
Job Banking Products Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   November 2012 - Present
UBS Wealth Management   2010 - November 2012
UBS Wealth Management   2008 - 2010
UBS Wealth Management   2005 - 2008
UBS Wealth Management   2003 - 2005
Leed's  2001 - 2003

Skills
Wealth Management, Alternative Investments, Banking, Series 7, Equities, Fixed Income, Series 63, Capital Markets, Securities, Hedge Funds, Bloomberg, Financial Services

Education
Bucknell University   1999 — 2003
Bachelor of Science, Business Administration (Management)

Alex Pittz Alex Pittz Chowchilla, California Details
Alex Pittz's UBS Wealth Management Experience July 2000 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   July 2000 - Present

Education
Brown University   1995 — 1999
Bachelor of Arts (B.A.), Organizational Behavior & Management

Alec Ferguson Alec Ferguson Provo, Utah Details
Alec Ferguson's UBS Wealth Management Experience May 2011 - August 2011
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2014 - Present
Hedge Fund  September 2013 - December 2013
Merrill Financial Associates  May 2013 - September 2013
Brigham Young University  January 2013 - April 2013
RJR  October 2011 - November 2011
UBS Wealth Management   May 2011 - August 2011

Skills
Japanese to English..., Financial Translation, Technical Translation, Management, Microsoft Excel, Investment Strategies

Education
Brigham Young University   2007 — 2014
Japanese Language and Literature

Grant Barnhart Grant Barnhart Haverford, Pennsylvania Details
Grant Barnhart's UBS Wealth Management Experience May 2014 - September 2014
Job Summer Intern at UBS Wealth Management Americas
Industry
Experience
UBS Wealth Management   May 2014 - September 2014
DIRECTV  May 2013 - September 2013
Pennrose  May 2012 - September 2012

Education
Bucknell University   2012 — 2016
Bachelor of Science (BS), Economics

Middlesex School   2008 — 2012

Alexander Burger Alexander Burger United States Details
Alexander Burger's UBS Wealth Management Experience June 2013 - August 2013
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan   June 2015 - August 2015
UBS Wealth Management   June 2013 - August 2013
Connecticut General Assembly  July 2012 - August 2012
City of Danbury-Mayor's Office   May 2009 - June 2012

Skills
Research, Economics, Data Analysis, Microsoft Excel, Statistics, Spanish, Finance, Stata, Event Planning, International Relations

Education
Brown University
A.B., Political Science

Frederick (Rick) Turner Frederick (Rick) Turner Woodbridge, New Jersey Details
Frederick (Rick) Turner's UBS Wealth Management Experience April 2000 - May 2002
Job Managing Director Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2002 - Present
UBS Wealth Management   April 2000 - May 2002

Skills
Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, Finance, Insurance, Securities, Financial Services

Education
Bucknell University   1994 — 1998
Bachelor of Science (B.S.), Economics and Business Administration

Hopewell Valley Central High School   1990 — 1994

David Gaskin David Gaskin Albemarle, North Carolina Details
David Gaskin's UBS Wealth Management Experience December 2000 - March 2005
Job Relationship Manager, Executive Vice President at Strategic Investment Advisors
Industry Financial Services
Experience
Strategic Investment Advisors   March 2005 - Present
UBS Wealth Management   December 2000 - March 2005
Samet Corporation  1997 - 2000
Baxter International Inc.  March 1993 - March 1994

Education
Brenau University
Master of Business Administration (MBA)

University of North Carolina at Greensboro
Bachelor of Science (BS), Parks, Recreation and Leisure Studies

North Carolina State University
Bachelor of Science (BS), Rural Sociology

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