UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Luke Samuels Luke Samuels Greater Denver Area Details
Luke Samuels's UBS Wealth Management Experience January 2014 - May 2014
Job Associate Vice President
Industry Financial Services
Experience
Personal Capital  January 2015 - Present
UBS Wealth Management   January 2014 - May 2014
California Lutheran University  January 2013 - December 2013
Prudential Tropical Realty  June 2013 - September 2013
Wells Fargo  January 2011 - September 2011
Sunrise Newspaper   January 2009 - July 2010
Sole Sports Running Zone  September 2006 - June 2010

Skills
Leadership, Sales, Teamwork, Microsoft Office, Customer Service, Finance, Public Speaking, Microsoft Excel, Economics, Editing, Research, PowerPoint, Goal Oriented, Social Networking, Critical Thinking, Financial Analysis, Business Strategy, Investments, Negotiation, Market Research, Team-oriented, Hardwork, Morningstar, Business Intelligence, Microsoft Word, People-oriented, Interpersonal..., Time-efficient, Real Estate Financing, Real Estate Economics, REIT, Pre-sales

Education
California Lutheran University   2010 — 2014
Bachelor of Science (BS), Business Administration; Emphasis in Finance, Minor - Economics

American Business School - Paris, France   2012 — 2012
Study Abroad, Business Administration

Corona del Sol   2006 — 2010
High School

John Marmion John Marmion Dublin, Ohio Details
John Marmion's UBS Wealth Management Experience November 2012 - Present
Job First Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   November 2012 - Present

Skills
Finance, Series 7, Asset Management

Education
Rensselaer Polytechnic Institute   1977 — 1979
Master of Business Administration (MBA), Finance and Financial Management Services

Canisius College   1964 — 1968
Bachelor's degree, History

David Waldrop, CFP® David Waldrop, CFP® El Dorado Hills, California Details
David Waldrop, CFP®'s UBS Wealth Management Experience April 2005 - July 2005
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Bridgeview Capital Advisors, Inc.   July 2008 - Present
Bridgeview Capital Advisors, Inc.   December 2005 - July 2008
UBS Wealth Management   April 2005 - July 2005
Wells Fargo Investments  February 2001 - April 2005

Education
California Polytechnic State University-San Luis Obispo   1996 — 1998
Bachelor of Arts, Political Science

The American College
CERTIFIED FINANCIAL PLANNER™, Financial Planning

The American College
CHARTERED LIFE UNDERWRITER™, Life Insurance

Kim Leukart Kim Leukart Columbus, Ohio Area Details
Kim Leukart's UBS Wealth Management Experience May 2010 - August 2012
Job Executive Assistant
Industry Design
Experience
H.M O'Neill   September 2012 - Present
Shauna Lehman Interior   August 2008 - Present
UBS Wealth Management   May 2010 - August 2012
Findley-Kohler Interiors   May 2005 - July 2008

Skills
Customer Service, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Project Management, Social Media, Strategic Planning, Marketing Strategy

Education
Capital University
Certificate of Education

Southern Methodist University   1986 — 1990
Bachelors

Bexley High School   1981 — 1985

Josh Sylvester, CFP®, CHFC® Josh Sylvester, CFP®, CHFC® Fort Lauderdale, Florida Details
Josh Sylvester, CFP®, CHFC®'s UBS Wealth Management Experience February 2003 - August 2006
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  January 2015 - Present
Voya Investment Management  December 2013 - December 2014
Legacy by Design, LLC   January 2006 - November 2013
UBS Wealth Management   February 2003 - August 2006
Wells Fargo  2000 - 2002

Education
California State University-Chico   1997 — 2001
Bachelor of Science (B.S.), Management Information Systems, General

Christopher Koshy Christopher Koshy Waukesha, Wisconsin Details
Christopher Koshy's UBS Wealth Management Experience August 2013 - May 2014
Job Business Analyst Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   April 2015 - Present
Chitter INC   July 2014 - December 2014
Rust-Oleum Corporation  May 2014 - August 2014
UBS Wealth Management   August 2013 - May 2014
Rust-Oleum Corporation  May 2013 - August 2013
Abbott  June 2011 - August 2012

Skills
Leadership, Time Management, Teamwork, Public Speaking, Critical Thinking, Access, Outlook, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, SAP, Highly detail oriented, Corporate Finance, Managerial Finance, Management

Education
Carroll University   2012 — 2016
Bachelor of Science (B.S.), Business Finance Minor in Accounting

Grayslake Central High School   2008 — 2012

Danae Thomas Danae Thomas Greater Los Angeles Area Details
Danae Thomas's UBS Wealth Management Experience September 2004 - March 2009
Job Social Media Marketing, Speaking Engagement Booking, Calendar Management
Industry Marketing and Advertising
Experience
Linked Media Solutions   January 2012 - Present
Diverse Financial  July 2011 - October 2011
Global Green Forex   March 2009 - June 2011
UBS Wealth Management   September 2004 - March 2009
Merrill Lynch  April 1998 - September 2004
Prudential Securities  April 1996 - April 1998
Oppenheimer & Co.   1991 - 1996
Financial Management Advisors   August 1987 - November 1991

Skills
Strategic Financial..., Investments, Wealth Management, Venture Capital, Capital Markets, Bonds, Investor Relations, Due Diligence, Loans, High Net Worth..., Private Banking, Emerging Markets, Strategic Planning, Options, Financial Management..., Financial Advisory, Marketing Communications, Business Development, B2B Marketing, Public Speaking, Social Media, Strategy, Strategic Partnerships, Sales, Selling, Marketing, Executive Management, New Business Development, Entrepreneurship, Start-ups, CRM, Lead Generation, Team Building, Business Planning, Financial Planning

Education
California State University-Chico   1984 — 1987
English

Jessica Cometa Jessica Cometa Greater San Diego Area Details
Jessica Cometa's UBS Wealth Management Experience January 2010 - June 2010
Job Relationship Manager at WNC & Associates
Industry Real Estate
Experience
WNC & Associates  August 2015 - Present
U.S. Bank   April 2013 - July 2015
Downtown Community Planning Council (formerly Centre City Advisory Committee)   May 2011 - March 2014
Affirmed Housing Group  June 2010 - March 2013
UBS Wealth Management   January 2010 - June 2010
Student Managed Porftolio Project (Cal Poly)   September 2009 - June 2010

Skills
Due Diligence, Equities, Real Estate Development, Microsoft Word, Non-profits, Underwriting, Proformas, Accounting, Microsoft Excel, Leadership, Public Speaking, Marketing, Contract Negotiation, Real Estate, Entitlements, Public Relations, Community Outreach, Real Estate Economics, Event Planning, Finance, Investments, Analysis, Portfolio Management, Credit, Market Research, Nonprofits

Education
California Polytechnic State University-San Luis Obispo   2006 — 2010
Bachelor of Science, Business Administration - Finance

Università degli Studi di Firenze / University of Florence
Semester Abroad, Italian

Travis Harold Travis Harold Santa Ana, California Details
Travis Harold's UBS Wealth Management Experience January 2013 - June 2013
Job New Accounts at Farmers & Merchants Bank of Long Beach
Industry Financial Services
Experience
Farmers & Merchants Bank of Long Beach  April 2014 - Present
Altig - American Income Life Insurance Company  September 2013 - February 2014
Project Launch  July 2013 - September 2013
UBS Wealth Management   January 2013 - June 2013
BJ's Restaurants, Inc.   September 2011 - October 2012
Soul at Home  January 2011 - September 2011
Red Robin  September 2006 - January 2011

Skills
Management, Sales, Team Leadership, Teamwork, Customer Satisfaction, Public Speaking

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2011 — 2014
Bachelor's Degree, Economics

Santiago Canyon College   2014 — 2014
Certificate of Proficiency, General Management

Santiago Canyon College   2008 — 2011
Associate's Degree, Economics

Santiago Canyon College   2008 — 2011
Associate's Degree, Mathematics and Sciences

Santiago Canyon College   2008 — 2011
Certificate of Proficiency, General Accounting

Arnold O Beckman High School   2004 — 2008
High School

Denise Celaya Denise Celaya Orange County, California Area Details
Denise Celaya's UBS Wealth Management Experience October 2002 - December 2007
Job VP Strategic Partnerships at Smart Utility Systems
Industry Information Technology and Services
Experience
Smart Utility Systems  August 2015 - Present
MILLS Communications  March 2015 - Present
CenturyLink Technology Solutions  February 2014 - March 2015
Mitel  February 2008 - March 2014
UBS Wealth Management   October 2002 - December 2007
Morgan Stanley  October 2000 - October 2002
TD Ameritrade  September 1995 - October 2000

Skills
Unified Communications, Telephony, VoIP, Managed Services, SIP, T1, Co-location, Cloud Computing, MPLS, Telecommunications, IP, Call Centers, Video Conferencing, Wireless, Marketing Communications, Solution Selling, Direct Sales, Account Management, WAN, Strategic Planning, Marketing Strategy, Business Development, Leadership, SaaS, IaaS, Professional Services, Start-ups, Product Strategies, Information Management, Data Center, Networking, Salesforce.com, Sales, Management, Strategic Partnerships, Sales Process, Consulting, Channel Partners, Enterprise Software, Sales Operations, Sales Management, New Business Development, Strategy, Product Management, CRM, Mobile Devices, Marketing

Education
Cal State   1997 — 1999
Bachelor's Degree

College of the Desert   1995 — 1996
Associate's Degree

Grossmont College   1993 — 1995
Associate's Degree

Naomi Rosenblum Naomi Rosenblum San Francisco Bay Area Details
Naomi Rosenblum's UBS Wealth Management Experience May 2007 - May 2008
Job Learning Consultant | Health Plan Institute at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  July 2014 - Present
Kaiser Permanente  December 2012 - July 2014
Pacific Community Ventures  September 2008 - February 2009
UBS Wealth Management   May 2007 - May 2008
Morgan Stanley  May 2003 - May 2007
Underdog Ventures   November 2001 - April 2002

Skills
Project Management, Analytics, Strategic Planning, Marketing Strategy, Marketing Communications, Leadership, Nonprofits, Marketing, Program Management, Analysis, Non-profits, Strategy, Fundraising, Data Analysis, Healthcare, Organizational..., Public Speaking, Strategic Communications, Social Media, Community Outreach, Leadership Development, Event Planning, Entrepreneurship, Program Development

Education
University of San Francisco   2009 — 2011
MPA, Public Administration, Health

California State University-Sacramento   1999 — 2001
BA, Sociology

Idraq Ahmed Idraq Ahmed Greater Los Angeles Area Details
Idraq Ahmed's UBS Wealth Management Experience January 2011 - June 2011
Job Assurance Staff at EY
Industry Accounting
Experience
EY  September 2014 - Present
Reliance Steel & Aluminum  September 2011 - April 2012
UBS Wealth Management   January 2011 - June 2011

Skills
US GAAP, Financial Accounting, Auditing, Financial Reporting, Account Reconciliation, General Ledger, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Process Improvement, Access, Accounts Receivable, Accounts Payable, Invoicing

Education
California State University-Fullerton   2012 — 2014
Master of Science, Accountancy

University of California, Irvine   2007 — 2011
Bachelor of Arts, Business Economics

Robert Sechan Robert Sechan Greater New York City Area Details
Robert Sechan's UBS Wealth Management Experience September 2008 - Present
Job Managing Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   September 2008 - Present
UBS  2008 - Present
Lehman Brothers  September 2003 - September 2008
Morgan Stanley  1996 - 2003

Education
Carnegie Mellon University - Tepper School of Business   1994 — 1996
MBA, Finance and Economics

Carnegie Mellon University   1988 — 1992
BS in Industrial Administration, Economics

Sarah Nguyen Sarah Nguyen Long Beach, California Details
Sarah Nguyen's UBS Wealth Management Experience December 2014 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   December 2014 - Present
Morgan Stanley  January 2014 - December 2014
Fullerton Seventh-day Adventist Church   July 2013 - December 2014
Fullerton Seventh-day Adventist Church   July 2013 - December 2014
James A. Davidson & Associates   November 2012 - December 2014
Typeform.com   January 2014 - June 2014
CSULB eSports Association   April 2013 - May 2014
Tustin Music Center   April 2013 - May 2014
CSULB Anime Club   August 2012 - May 2014
The Collegiate Games   September 2013 - January 2014

Skills
Photoshop, Microsoft Office, Team Motivator, Problem Solving, Advertising, Promotions, Social Media Marketing, Mentoring, Events Organizer, Graphic Design, Leadership, Project Management, Customer Service, Time Management, Community Outreach, Marketing Communications, Academic Advising, Public Speaking, Marketing, Sales, Event Management, Marketing Strategy, Event Planning, Public Relations, WordPress, PowerPoint, Training, Recruiting, Management, Facebook, Web Design, Research, Teamwork, Microsoft Word, Email Marketing, Market Research, Data Analysis, Nonprofits, Microsoft Excel, Photography, Outlook, Social Networking, Social Media, Fundraising, Project Planning, Team Leadership, Editing

Education
California State University-Long Beach   2011 — 2014
Bachelor of Science (BS), Finance

Cypress College   2010 — 2011
BA, Marketing

Magnolia High School   2007 — 2010

Tyler Palmer Tyler Palmer San Francisco, California Details
Tyler Palmer's UBS Wealth Management Experience June 2008 - September 2008
Job Senior Business Operations Analyst at PaperG
Industry Marketing and Advertising
Experience
PaperG  July 2013 - August 2015
Epistem Consulting   2012 - 2013
Global Clean Energy Holdings   2011 - 2012
Kinected Automotive Group   2008 - 2011
UBS Wealth Management   June 2008 - September 2008

Skills
Python, SQL, APIs, HTML5, HTML, CSS, Bootstrap, Responsive Web Design, JavaScript, Amazon Web Services..., Microsoft Excel, Project Management, Data Analysis, Start-ups, Online Advertising

Education
California Polytechnic State University-San Luis Obispo   2006 — 2011
Bachelor of Science (BS), Business Administration, 3.67

Universitat Autònoma de Barcelona   2010 — 2010
International Business, 4.0

Mira Costa High School   2002 — 2006

Jason Gendron Jason Gendron Orange County, California Area Details
Jason Gendron's UBS Wealth Management Experience July 2002 - April 2003
Job Managing Director Cembrus Capital and Realty
Industry Financial Services
Experience
Cembrus Capital   April 2003 - Present
Transamerica Commercial Finance  July 1996 - June 2004
UBS Wealth Management   July 2002 - April 2003
GE Capital  1993 - 1996

Skills
Asset Based Lending, Credit, Portfolio Management, Loans, Finance, Business Development, Real Estate, Investments, Commercial Lending, Financial Services, Corporate Finance, Real Estate Economics, Leadership, Financial Analysis, Banking, Management, Asset Management, Commercial Finance, Commercial Mortgages, Credit Analysis, Due Diligence, Private Equity, Equities, Financial Structuring, Loan Origination, Mortgage Banking, Funding, Middle Market, Factoring, Structured Finance, Commercial Banking, Capital Markets, Small Business Lending, Syndications, Leveraged Finance, Restructuring, Credit Risk, Treasury Management, Capital

Education
California State University-Long Beach - College of Business Administration

Joyce Aucoin Joyce Aucoin Fullerton, California Details
Joyce Aucoin's UBS Wealth Management Experience 1989 - 2009
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial  March 2009 - Present
UBS Wealth Management   1989 - 2009

Education
California State University-Fullerton
Bachelor's degree, Business & Economics

Amit Josef Amit Josef Greater Los Angeles Area Details
Amit Josef's UBS Wealth Management Experience July 2014 - Present
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   July 2014 - Present
Merrill Lynch  September 2013 - June 2014
MassMutual Financial Group  June 2013 - September 2013
Infinity Capital Funding, Inc   December 2011 - January 2013
YMCA  September 2007 - June 2008

Education
California State University-Northridge   2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services

Garrett Denham Garrett Denham Orange County, California Area Details
Garrett Denham's UBS Wealth Management Experience June 2011 - September 2011
Job Account Director at Saint Street
Industry Marketing and Advertising
Experience
Saint Street  June 2014 - Present
SwimSpot  July 2012 - October 2014
Saint Street  June 2013 - June 2014
Saint Street  June 2012 - June 2013
UBS Wealth Management   June 2011 - September 2011
Capita Technologies  July 2010 - September 2010

Skills
Social Media Marketing, Social Media, Google Analytics, Marketing, Social Networking, Strategic Planning, Competitive Analysis, Market Research, Facebook, PowerPoint, Microsoft Office, SEO, Online Marketing, Advertising, Microsoft Excel, Microsoft Word, Keyword Research, SEM, Creative Conception, YouTube, Project Management, Client Relations Skills, Online Advertising, Marketing Research, Photoshop, Google Adwords, Business Development, Content Marketing

Education
California State University-Fullerton   2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing

Mihaylo College of Business and Economics   2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing

University of Virginia, Semester at Sea   2010 — 2010
International Business

Sarah Vogl Sarah Vogl San Diego, California Details
Sarah Vogl's UBS Wealth Management Experience 2015 - Present
Job Branch Service Associate at UBS Wealth Management
Industry Real Estate
Experience
UBS Wealth Management   2015 - Present
Pacific Sotheby`s International Realty  June 2012 - 2015
E. & J. Gallo Winery   March 2011 - August 2011
Pacific Standard Print   February 2009 - March 2011

Skills
Selling, Management, Trade Shows, Direct Mail, Project Management, Time Management, Real Estate, Merchandising, Brochures, Leadership Development, Account Management, Marketing, Marketing Strategy, Social Media Marketing, Direct Marketing, Email Marketing, Sales, Advertising, Online Marketing, Social Networking

Education
California State University-Sacramento   2003 — 2008
BS, Business Marketing

Jesus Padilla, Jr. Jesus Padilla, Jr. San Francisco Bay Area Details
Jesus Padilla, Jr.'s UBS Wealth Management Experience October 2002 - February 2006
Job Unisun solar
Industry Oil & Energy
Experience
Unisun Solar, Incorporated  November 2014 - Present
IBookit   March 2011 - Present
A1 Solar Power, Inc.   June 2013 - November 2014
Caring.com  January 2013 - May 2014
Gateway Group LLC   June 2008 - January 2013
Morgan Stanley  February 2006 - September 2009
UBS Wealth Management   October 2002 - February 2006

Skills
Public Relations, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Marketing Communications, Strategic Planning, New Business Development, Business Strategy, Business Development, Sales Management, Social Networking, Advertising, Facebook, Microsoft Word, Microsoft Excel, Online Marketing, Strategic Partnerships, Salesforce.com, Account Management, Lead Generation, Entrepreneurship, Start-ups, Strategy, Market Research, Product Marketing, Team Building, Business Planning, Brand Development, Brand Management, Event Management, Product Development, Public Speaking, Customer Service, Small Business, Online Advertising, Email Marketing, Competitive Analysis, Analytics, Digital Marketing, Digital Strategy, Management, Mobile Marketing, Marketing Management, Management Consulting, Mobile Devices, Creative Direction, Sales Presentations, Mobile Applications

Education
Cañada College   1994 — 1996
AA

Craig Taggart MBA Craig Taggart MBA Orange County, California Area Details
Craig Taggart MBA's UBS Wealth Management Experience May 2002 - March 2003
Job Managing Director BCC Capital Partners
Industry Investment Banking
Experience
Compliance Online The Largest GRC Advisory Network   June 2014 - Present
BCC Capital Partners   June 2013 - Present
Meritage Partners   January 2010 - June 2013
Browndorf PEM, LLC   September 2008 - October 2010
Manufacturers Bank  June 2007 - September 2008
Capital Partners Investment Banking Group   June 2006 - June 2007
Southwest Securities  March 2003 - August 2006
UBS Wealth Management   May 2002 - March 2003

Skills
Business Management, Investments, M&A experience, Private Equity, Valuation, Equities, Hedge Funds, Debt, Portfolio Management, Alternative Investments, Management, Mergers, Due Diligence, Financial Markets, Fixed Income, Options, Financial Analysis, Strategy, Strategic Financial..., Mergers & Acquisitions, Asset Allocation, Financial Advisory, Investment Banking, Venture Capital, Trading, Private Placements, Financial Structuring, Emerging Markets, Capital Markets, Funding, Restructuring, Financial Services, Financial Modeling, Corporate Finance, Securities, Business Valuation, Structured Finance, Divestitures, Corporate Development, Deal Sourcing, Investor Relations, Series 7, Mutual Funds, Investment Strategies, Capital, Project Finance, Investment Management, LBO, Asset Management, Investment Advisory

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2011
Certified Merger & Acquisition Advisor Program, M & A Credential program

San Diego State University-California State University   1996 — 1998
MBA, Finance

California State University-Northridge   1989 — 1994
BA, Psychology

Beda Rojas Bjorn Beda Rojas Bjorn Pompano Beach, Florida Details
Beda Rojas Bjorn's UBS Wealth Management Experience January 2009 - August 2009
Job Therapist at Chrysalis Health
Industry Mental Health Care
Experience
Chrysalis Health  March 2015 - Present
Citi  2010 - 2013
AppleOne  August 2009 - August 2010
UBS Wealth Management   January 2009 - August 2009
Crisis Center of Tampa Bay  September 2008 - December 2008

Skills
Microsoft Office, Bilingual-English/Spanis..., Highly motivated..., Banking, Spanish, Microsoft Word, Customer Service, Leadership, Marketing, Microsoft Excel, Management, Public Speaking, Research

Education
Capella University   2011 — 2015

University of South Florida   2004 — 2009
Bachelor of Arts (BA), Psychology

Vanessa Beckman Vanessa Beckman Saint Petersburg, Florida Details
Vanessa Beckman's UBS Wealth Management Experience February 2014 - Present
Job Retail Sales Consultant at AT&T Mobility
Industry Telecommunications
Experience
UBS Wealth Management   February 2014 - Present
AT&T Mobility  February 2010 - Present
Texas Steakhouse & Saloon  September 2005 - May 2010

Skills
Customer Service, Customer Satisfaction, Retail Sales, Team Leadership, Goal-oriented..., Exceed Sales Goals, Telecommunication..., Long-term Customer..., Organizational..., Organization &..., Customer Experience, Direct Sales, Teamwork

Education
University of South Florida   2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Carteret Community College   2006 — 2011
Associate of Science (A.S.), Biology, General

Tracey McGinnis Tracey McGinnis Greater New York City Area Details
Tracey McGinnis's UBS Wealth Management Experience August 2004 - December 2005
Job Contracts and Pricing Administrator at Maquet Getinge Group
Industry Executive Office
Experience
Maquet Getinge Group  March 2015 - Present
Churchill Corporate Services  July 2014 - February 2015
Montclair State University  May 2013 - July 2014
Audible, Inc. (an Amazon company)   May 2012 - May 2013
Montclair State University  May 2010 - May 2013
South Orange/Maplewood School District  January 2009 - May 2010
UBS  January 2006 - December 2008
UBS Wealth Management   August 2004 - December 2005

Skills
Event Planning, Public Speaking, Access, SharePoint, Analysis, Time Management, Management, Negotiation, Project Planning, Sales, Team Leadership, Budgets, Outlook, Microsoft Word, PowerPoint, Event Management, Administrative..., Project Coordination, Visio, Microsoft Excel, Strategic Planning, Human Resources, Contract Negotiation, Payroll, Teamwork, Marketing, Vendor Management, Training, Program Management

Education
Centenary College
BSBA, Business Administration

Montclair High School

Dmitriy Goncharuk Dmitriy Goncharuk Greater New York City Area Details
Dmitriy Goncharuk's UBS Wealth Management Experience March 1999 - Present
Job Accomplished IT Services Director
Industry Financial Services
Experience
UBS Wealth Management   March 1999 - Present
JP Morgan FCS  August 1998 - March 1999
Prudential Financial  December 1997 - July 1998

Skills
IT Strategy, SDLC, Vendor Management, Software Project..., Trading Systems, Portfolio Management, Disaster Recovery, Business Analysis, IT Management, Requirements Analysis, Risk Management, Project Portfolio..., Financial Services

Education
Capella University   2005 — 2008
Bachelor of Science (BS), Information Technology

David Reppas, CFP® David Reppas, CFP® San Francisco Bay Area Details
David Reppas, CFP®'s UBS Wealth Management Experience February 2009 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   February 2009 - Present
Morgan Stanley  August 1988 - February 2009
EF Hutton  November 1986 - August 1988

Skills
Financial Planning, Portfolio Management, Series 7, Wealth Management, Asset Allocation

Education
CSU Chico   1979 — 1982
BS, Finance, Economics

Chabot College   1978 — 1979
AA, General Studies

Eric Roelofs Eric Roelofs Greater New York City Area Details
Eric Roelofs's UBS Wealth Management Experience April 2000 - August 2008
Job IT Executive, Application Development and Support, Strategy, Process Driven, eCommerce, MBA
Industry Financial Services
Experience
Toys R Us  October 2013 - Present
Express Scripts  January 2011 - March 2013
Medco Health Solutions  September 2008 - January 2011
UBS Wealth Management   April 2000 - August 2008
PaineWebber  September 1996 - March 2000
NSWC Port Hueneme   July 1989 - September 1996

Skills
Application Development, SDLC, Portfolio Management, Healthcare, Project Planning, Vendor Management, Process Improvement, PBM, Budgeting, Project Portfolio..., IT Strategy, Problem Solving, Medicare Part D, Budgets, Software Development, Leadership, Building Business..., Pharmacy Benefit..., Strategy, Data Analysis, Product Management, Quality Assurance, Healthcare Information..., Management, Agile Methodologies, Integration, Project Management, Executive Management, Information Technology, IT Management, E-commerce

Education
California Lutheran University   1993 — 1996
MBA, Finance

State University of New York at Buffalo   1985 — 1989
BS, Electrical and Computer Engineering

Erika Jimenez Erika Jimenez Sacramento, California Details
Erika Jimenez's UBS Wealth Management Experience April 2015 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2015 - Present
Harborstone Credit Union  August 2011 - April 2015
Purcell Advisory Services, LLC  March 2011 - June 2011
Umpqua Bank  July 2010 - March 2011
Butte Community Bank  June 2009 - August 2010
Morgan Stanley  May 2008 - June 2009

Skills
Customer Service, Microsoft Office, Series 7, Outlook, PowerPoint, Sales, Microsoft Word, Social Media, Access, Risk Management, Microsoft Excel, Organizational..., Task Management, Team Oriented, Excel, Customer Relations, Problem Solving, Filing, Event Planning, Scheduling, Salesforce.com, Accountability, Banking, Series 66, Seminar Presentations, Flexibility

Education
California State University-Sacramento   2007 — 2009
Finance, Economics

Moraine Valley Community College   2006 — 2007

California Polytechnic State University-San Luis Obispo   2005 — 2006
Business

Colleen Wysocki Colleen Wysocki Fort Collins, Colorado Details
Colleen Wysocki's UBS Wealth Management Experience October 2008 - March 2010
Job Dietetics Grad Student and Teaching Assistant at Colorado State University
Industry Health, Wellness and Fitness
Experience
Colorado State University  August 2015 - Present
A4K   January 2013 - Present
Squamish Food Bank Society   February 2015 - Present
Vancouver Coastal Health  July 2012 - July 2013
UBS Wealth Management   October 2008 - March 2010
Fortent  July 2007 - October 2008
Prudential Financial  March 2005 - June 2007
Prudential Financial  August 2003 - March 2005

Skills
Social Media Marketing, Editing, Event Planning, Proofreading, Corporate Communications, Marketing Communications, Social Networking, Copy Editing, Business Development, Publishing, Social Media, Internal Communications, Proposal Writing, Strategic Communications, Volunteer Management, Research, Microsoft Office, Spanish, Facebook, Salesforce.com, Content Writing, Content Development, Social Marketing, SharePoint, Web Content Management, DJ, RFP Writer, Editng/Proofreading, Baking, Writing, Legislative Advocacy, Customer Advocacy, Issue Advocacy, Report Generation, Database Management, Sales Support, Technical Translation, Organizing, Proposal Coordination, Implementing Processes

Education
The College of New Jersey   1999 — 2003
BA, Communication

Rahway High School   1994 — 1999

Capilano University   2012 — 2013
Science

University of California, Berkeley   2013 — 2014
(online), Biochemistry

The University of British Columbia   2014 — 2014
Microbiology and Immunology

Kyle Yung Kyle Yung Fullerton, California Details
Kyle Yung's UBS Wealth Management Experience June 2014 - October 2014
Job Operations Analyst at Suzuki Motor of America, Inc.
Industry Marketing and Advertising
Experience
Suzuki Motor of America, Inc.   October 2014 - Present
UBS Wealth Management   June 2014 - October 2014
Disneyland Resort  November 2010 - October 2014
ShoutAmp  November 2013 - April 2014

Skills
Strongly self-motivated, Communication, Team Leadership, Listener, Fast Learner, Helping Clients Succeed, Respect, Social Skills, Social Marketing, Social Networking, Public Speaking, Teamwork, Retail, Facebook, Social Media, Time Management, Email Marketing, Microsoft Excel, Social Media Marketing, Customer Service, Marketing, PowerPoint, Microsoft Office

Education
California State University-Fullerton   2009 — 2014
Business Adminstration, Marketing

California State University-Fullerton   2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing

Nathan Ibarra Nathan Ibarra Greater New York City Area Details
Nathan Ibarra's UBS Wealth Management Experience 2002 - 2003
Job Regional Vice President External Wholesaler (NYC Metro, Boroughs, Upstate NY) at SmartTrust®
Industry Financial Services
Experience
Proxy Mosaic LLC  July 2013 - January 2015
Christian Brothers Investment Services  2011 - June 2013
Standard and Poor's  2010 - June 2011
First Trust Portfolios L.P  2006 - 2009
Claymore Securities  2004 - 2006
UBS Wealth Management   2002 - 2003

Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Asset Management, Investment Advisory, Fixed Income, Alternative Investments, Hedge Funds, Financial Services, Investment Management, Public Speaking, ETFs, Financial Markets, Series 63, Investment Strategies, New Business Development, Financial Advisory, Equities, Microsoft Office, Asset Managment, Conferences, Wealth Management, Funding, Strategic Partnerships, Sales Management, Leadership, Team Leadership, Strategy

Education
Canisius College   1996 — 2000
BS, Finance

Orchard Park High School

April Diep Bui April Diep Bui Greater New York City Area Details
April Diep Bui's UBS Wealth Management Experience February 2009 - June 2009
Job Quantiative Trading Associate at Citi
Industry Financial Services
Experience
Citi  February 2012 - Present
Citi  May 2011 - August 2011
Nationwide Financial  October 2009 - August 2010
UBS Wealth Management   February 2009 - June 2009

Skills
Programming, Financial Mathematics, Statistical Modeling, Financial Modeling, Quantitative Analytics, Trading, Research, Bloomberg, Modeling, Derivatives, Fixed Income, VBA, Valuation, Time Series Analysis, R, Equities, Options, Portfolio Management, Bloomberg Terminal, Equity Derivatives, Monte Carlo Simulation, Investments, Market Risk, Financial Analysis, Quantitative Finance, Finance, Financial Engineering, Actuarial Science

Education
Carnegie Mellon University - Tepper School of Business   2010 — 2011
MSCF, Master in Computational Finance

The Ohio State University - College of Mathematical and Physical Sciences   2006 — 2010
Bachelor of Arts (BA), Actuarial Science

The Ohio State University - The Max M. Fisher College of Business   2006 — 2010
Bachelor of Science (BS), Finance

Stephanie Knerr Stephanie Knerr Greater New York City Area Details
Stephanie Knerr's UBS Wealth Management Experience January 2008 - January 2009
Job Associate Director Global Training at Johnson and Johnson Consumer
Industry Accounting
Experience
Johnson and Johnson Consumer   January 2013 - Present
KPMG US  June 2012 - January 2013
Unilever  January 2009 - August 2012
Unilever  January 2009 - June 2012
UBS Wealth Management   January 2008 - January 2009
UBS  January 2008 - December 2008
various consulting agencies   January 2005 - January 2008
Centenary College  January 2005 - January 2008
Centenary College  2005 - 2008
Johnson & Johnson  2007 - 2007

Skills
Cross-functional Team..., Organizational..., Training, Leadership Development, Instructional Design

Education
Capella University   2003 — 2010
Doctor of Philosophy (Ph.D.), Organizational Management (Leadership Specialization)

Centenary College   2001 — 2003
MBA - Masters, Business Administration

Centenary College   2001 — 2003
MBA - Masters, Business Administration

Wilkes University   1988 — 1992
BA, English & Secondary Education

Wilkes University
BA, English & Secondary Education

Christopher Esparza Christopher Esparza Los Angeles, California Details
Christopher Esparza's UBS Wealth Management Experience 2010 - 2010
Job Director at Robhana Group Acquisitions, Leasing & Lending
Industry Commercial Real Estate
Experience
Robhana Group   2013 - Present
Partners Capital, Inc.   2011 - 2013
UBS Wealth Management   2010 - 2010
M & Y Management   2009 - 2009

Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Operating..., Microsoft Access, Microsoft Dynamics, Microsoft CRM, Microsoft Office, Yardi, Adobe Acrobat..., MATLAB - Technical..., Financial Goal Analysis..., Morningstar Matrix, Disposition, Mergers & Acquisitions, Outlook, PowerPoint, Analysis, Due Diligence, Leases, Asset Management, Adobe Acrobat, Forecasting

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management   2009 — 2011
Master of Business Administration (MBA), Finance & Marketing

California State University-San Bernardino   2002 — 2007
Bachelor of Arts, Economics & Political Science

Pamela Lee Thompson CFP,CRPC Pamela Lee Thompson CFP,CRPC Newport Beach, California Details
Pamela Lee Thompson CFP,CRPC's UBS Wealth Management Experience March 2011 - Present
Job Certified Financial Planner, Financial Advisor, Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   March 2011 - Present
Merrill Lynch  October 2007 - March 2011
Smith Barney  October 2003 - October 2007

Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Industrial Engineering

Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Master of Business Administration (MBA), Finance, General

John Tierney John Tierney New York, New York Details
John Tierney's UBS Wealth Management Experience June 2010 - October 2011
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  October 2011 - Present
UBS Wealth Management   June 2010 - October 2011
UBS Wealth Management   November 2008 - June 2010
Deutsche Bank  August 2007 - August 2008

Skills
Real Estate Private..., Private Equity, Hedge Funds, Wealth Management, Valuation, Series 7, Series 79, Series 63, Banking, FINRA, Equities, Fixed Income, Capital Markets, Mutual Funds

Education
Carroll College   2003 — 2007
BA, Finance & International Business

Gonzaga University   2005 — 2006
Study Abroad in Florence Italy

Diane Dadko Diane Dadko Palm City, Florida Details
Diane Dadko's UBS Wealth Management Experience September 2010 - Present
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   September 2010 - Present
Morgan Stanley  May 2006 - June 2008
Morgan Stanley  June 2004 - June 2006

Education
California State University-Long Beach   1993 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General

California State University-Long Beach   1990 — 1993
Bachelor's degree, Business Administration, Management and Operations

Jeff Bowman Jeff Bowman Greater Los Angeles Area Details
Jeff Bowman's UBS Wealth Management Experience 2000 - 2002
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate  November 2013 - Present
Emery Federal Credit Union  March 2011 - October 2013
www.bestjumborate.com   September 2002 - March 2011
2003-2011   May 2003 - 2011
UBS  June 2001 - May 2003
UBS Financial Services  January 2001 - January 2003
UBS Wealth Management   2000 - 2002
Intrepid Securities   January 1998 - January 2001
Wells Fargo Bank  January 1996 - January 1998

Skills
Investments, Credit, Loans, Mortgage Lending, Real Estate, Management, Strategic Planning, Leadership, Marketing, Finance, Sales, Banking, Portfolio Management, Strategic Financial..., Commercial Lending, Commercial Real Estate, Strategy, Credit Analysis, Capital Markets, Mortgage Banking, Residential Mortgages, Refinance, VA loans, FHA financing, ARM, Fixed Rate Mortgages, Reverse Mortgages, Jumbo Mortgage, Harp, Customer Service, First Time Home Buyers

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1995 — 2000
BA, Economics

Cal State Fullerton
Finance within

Robert B. Dennis Robert B. Dennis Kansas City, Missouri Area Details
Robert B. Dennis's UBS Wealth Management Experience 2008 - 2010
Job Assistant Football Coach at Missouri Valley College
Industry Sports
Experience
Missouri Valley College  August 2014 - Present
Gavilan College  2011 - 2013
Gavilan College  July 2012 - July 2012
Shasta College  2010 - 2011
UBS Wealth Management   2008 - 2010
UBS Wealth Management   2007 - 2008
Merrill Lynch  March 2006 - October 2006
Chase  2000 - 2006

Skills
Business Relationship..., Securities Lending, Retail Banking, Personnel Management, Training Delivery, Strategic Planning, Military Experience, Intercollegiate..., College Football, Financial Services, Financial Advisory, Sports Coaching, Project Planning, Banking, Strategic Financial..., Leadership, Recruiting, Financial Planning, Public Speaking, Coaching, Higher Education, Teaching, Fundraising, Event Planning, Sports, Athletics

Education
Lindenwood University   2015 — 2017
Master of Business Administration (M.B.A.), Applied Economics, Candidate

Missouri Valley College   2014 — 2015
Bachelor's Degree, History

University of Pennsylvania - The Wharton School   2014 — 2014
Business Administration, Management and Operations

University of Virginia - Darden Graduate School of Business Administration   2013 — 2013
Business/Managerial Economics

California State University-Chico   1993 — 1995
Social Sciences

Butte College   1991 — 1992
Associate's Degree, Social Sciences

Andrew Harasta Andrew Harasta San Francisco, California Details
Andrew Harasta's UBS Wealth Management Experience June 2006 - August 2006
Job Software Engineer
Industry Computer Software
Experience
SafeNet, Inc.   September 2012 - September 2014
UBS Wealth Management   June 2006 - August 2006

Skills
Java, Linux, Teamwork, Python, SQL, Cloud Computing, Cloud Security, Network Security, Atlassian JIRA, Agile Methodologies, Git, MySQL, Windows, PostgresSQL, SQLAlchemy, Amazon EC2, vSphere, Testing, REST, Debugging, PowerPoint, Microsoft Office, Microsoft Excel, Test Automation

Education
California Polytechnic State University-San Luis Obispo   2007 — 2009
B.S., Economics

San Diego State University-California State University   2005 — 2007

Bryan Cortes Bryan Cortes Greater New York City Area Details
Bryan Cortes's UBS Wealth Management Experience July 2013 - Present
Job Finance Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management   July 2013 - Present
UBS  June 2012 - August 2012
U.S. Department of State   September 2011 - April 2012
US Treasury  June 2011 - August 2011
Target  January 2011 - May 2011

Skills
Intermediate Excel, Bookkeeping, Leadership, Coaching, Social Networking, Event Planning, Spanish, Public Speaking, Financial Modeling, Non-profits, Social Media, PowerPoint, Education, Fundraising, Microsoft Word, Data Analysis, Leadership Development, Nonprofits

Education
Cal Poly San Luis Obispo   2011 — 2013
B.S., Econmics/Accounting, 3.71/4.0

Santa Monica College   2008 — 2011

Andrea Swykowski, PMP Andrea Swykowski, PMP Greater New York City Area Details
Andrea Swykowski, PMP's UBS Wealth Management Experience October 2002 - December 2004
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi  April 2011 - Present
Broadridge  April 2009 - April 2011
Morgan Stanley  January 2005 - November 2008
UBS Wealth Management   October 2002 - December 2004
Deutsche Bank  2000 - 2002
Merrill Lynch, Inc.   1997 - 1998
Deustche Bank  1996 - 1997
Merrill Lynch  1987 - 1996

Skills
Business Process..., Project Management, PMP, Six Sigma, CRM, Strategic Planning, Strategy, Management, Business Intelligence, IT Strategy, PMO, Financial Services, Business Analysis, Fixed Income, Risk Management, Vendor Management

Education
Villanova University   2009 — 2011

Cedar Crest College   1983 — 1987
BS

Eric Mendelsohn Eric Mendelsohn Miami/Fort Lauderdale Area Details
Eric Mendelsohn's UBS Wealth Management Experience 2002 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
National Securities Corporation  August 2007 - Present
National Asset Management  August 2007 - Present
Merrill Lynch  2004 - 2007
UBS Wealth Management   2002 - 2004
Fusion Management Consulting   1995 - 2002
A.T. Kearney   1993 - 1995
Deloitte Consulting  1988 - 1993

Education
The George Washington University   1983 — 1986
M.S., Operations Research

Carnegie Mellon University   1979 — 1983
B.S., Mathematics (Operations Research and Statistics)

Brian Baughman Brian Baughman Fort Pierce, Florida Area Details
Brian Baughman's UBS Wealth Management Experience December 2007 - April 2009
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones  July 2009 - Present
UBS Wealth Management   December 2007 - April 2009

Education
California University of Pennsylvania   2006 — 2007
MS, Sports Management

Saint Vincent College   1991 — 1995
BA, History, Secondary Education

Yamei Gu Yamei Gu New York, New York Details
Yamei Gu's UBS Wealth Management Experience February 2012 - September 2014
Job AVP, Business Analysis at MarkitServ
Industry Information Services
Experience
Markit  October 2014 - Present
UBS Wealth Management   February 2012 - September 2014
UBS Wealth Management   June 2011 - August 2011
Roland Berger, China   May 2010 - June 2010
E-business Research Center, Fudan University, China   November 2009 - April 2010
Singapore Technology Engineering   July 2009 - August 2009

Skills
Data Mining, Mandarin, NetBeans, Data Analysis, Java, SQL, Eclipse, SPSS, PL/SQL, Chinese, Databases, Visual Basic, MySQL, HTML, Quality Center, Database Design, Data Warehousing, Testing, SDLC, Quantitative Analytics, Oracle, Access, VBA, Management, Visio, Business Analysis

Education
Carnegie Mellon University   2010 — 2011
Master, MISM

Fudan University   2006 — 2010
Bachelor, Management Information System

Keith Tipple Keith Tipple New York, New York Details
Keith Tipple's UBS Wealth Management Experience January 2011 - May 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  March 2015 - Present
BlackRock  June 2014 - August 2014
Special Funds Conservation Committee  August 2012 - April 2013
MBIA  June 2011 - August 2011
UBS Wealth Management   January 2011 - May 2011

Skills
C++, VBA, R, Python, Data Mining, Matlab

Education
Carnegie Mellon University - Tepper School of Business   2013 — 2015
Master of Science (MS), Computational Finance

Fordham University   2009 — 2012
Bachelor of Arts (BA), Mathematics/Economics

Toby Porter Toby Porter Brookline, Massachusetts Details
Toby Porter's UBS Wealth Management Experience June 2015 - Present
Job GTP Summer Analyst at UBS Wealth Management
Industry Venture Capital & Private Equity
Experience
UBS Wealth Management   June 2015 - Present
Artemis Capital Partners, L.P.   May 2014 - August 2014
The Catered Affair  May 2013 - August 2013
B-Safe Camp   July 2010 - July 2012
Soccer Doctor   June 2010 - June 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Teamwork, Economics

Education
Bucknell University   2012 — 2016
Economics, Junior

Middlesex School   2008 — 2012

December Lee December Lee Jacksonville, Florida Details
December Lee's UBS Wealth Management Experience January 2008 - October 2008
Job Assistant Vice President FX Communications and Trade Surveillance at Deutsche Bank
Industry Financial Services
Experience
Columbia College  March 2015 - Present
Deutsche Bank  July 2014 - Present
Financial Industry Regulatory Authority  June 2012 - July 2014
H. Beck, Inc.   August 2011 - May 2012
Capitol Financial Solutions  August 2009 - March 2011
UBS Wealth Management   January 2008 - October 2008
Wachovia Securities Financial Network  October 2006 - January 2008

Skills
Series 24, Strategic Financial..., Asset Management, Investments, Securities, Microsoft Word, Research, PowerPoint, Series 7, Uniform Combined State..., Equities, Microsoft Office, Mutual Funds, FINRA, Customer Service, Risk Management, Financial Analysis

Education
University of Massachusetts Boston   2011 — 2014
Master of Arts (M.A.), Applied Linguistics

Capella University   2007 — 2010
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

James Madison University   2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General

James Madison University - College of Business   2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business

Andrés Vélez Andrés Vélez Greater Seattle Area Details
Andrés Vélez's UBS Wealth Management Experience June 2011 - August 2011
Job Associate Consultant at Microsoft
Industry Internet
Experience
Microsoft  July 2014 - Present
Boeing  May 2013 - August 2013
China Entrepreneurs   June 2012 - August 2012
DateMYSchool.com   August 2011 - December 2011
UBS Wealth Management   June 2011 - August 2011

Skills
Spanish, Microsoft Office, Leadership, Bloomberg Terminal, Public Speaking, Public Relations, Current Affairs, Cross-cultural Teams, Mandarin, Social Media, Fundraising, Event Management, International Business, Research, Time Management, Microsoft Excel, Data Analysis, Proposal Writing, Facebook, Event Planning, Market Research, Economics, Social Networking, Marketing, Entrepreneurship, Microsoft Word, Management, Consulting, Project Management

Education
Carnegie Mellon University   2010 — 2014
BS, Business Administration

The Language Club, Brazil   2010 — 2011

Shanghai International Studies University   2010 — 2010

Winchester Thurston High School   2006 — 2010

Bruce McKee CFP® Bruce McKee CFP® Lisle, Illinois Details
Bruce McKee CFP®'s UBS Wealth Management Experience March 2003 - September 2010
Job Certified Finanical Planner at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  September 2010 - Present
UBS Wealth Management   March 2003 - September 2010
Salomon Smith Barney  September 2000 - March 2003
Merrill Lynch  October 1998 - September 2000

Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Wealth Management, Investment Advisory, 401k Rollovers, Estate Planning, Long Term Care Insurance

Education
DePaul University   2007 — 2007
Financial Planning and Services

Butler University - College of Business Administration   1987 — 1989
Business Administration, Accounting and Economics

Purdue University   1980 — 1985
Bachelor of Science (BS), Electrical Engineering Technology

Sarah Perahia Sarah Perahia Greater Los Angeles Area Details
Sarah Perahia's UBS Wealth Management Experience October 2015 - Present
Job Financial Avisor & Account Vice President at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   October 2015 - Present
J.P. Morgan   October 2011 - October 2015
Deutsche Bank Securities  January 2010 - October 2011
Signature Resources  February 2008 - January 2010
RA Sushi Bar & Restaurant   August 2006 - May 2007
Smith Barney  May 2004 - September 2004

Skills
Mortgage Lending, Securities Lending, Aircraft Finance, Asset Management, Asset Managment, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Fixed Income, Insurance, Investments, Leadership, Loans, Management, Marketing, Mutual Funds, Portfolio Management, Real Estate, Residential Homes, Residential Mortgages, Retirement Planning, Securities, Series 63, Series 7, Single Family Homes, Wealth Management, Asset Allocation

Education
California State University-Dominguez Hills   2002 — 2004
B.S., Business Administration

Brandon Sun Brandon Sun Greater New York City Area Details
Brandon Sun's UBS Wealth Management Experience March 2009 - July 2010
Job Investment Banking Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2012 - Present
National Association of Asian-American Professionals - NY Chapter   March 2009 - December 2010
UBS Wealth Management   March 2009 - July 2010
UBS Wealth Management   July 2007 - March 2009

Skills
Financial Modeling, Bloomberg, Financial Analysis, Equity Research, Investments, Investment Banking, Strategy, Valuation, Portfolio Management, Analysis, Economics, Marketing Strategy, Corporate Finance, Private Equity, Emerging Markets, Capital Markets, Fixed Income, Leadership, Finance, Venture Capital, Equities, Hedge Funds, Financial Markets, Due Diligence, Alternative Investments, Investment Management, Investment Strategies, Securities, Bloomberg Terminal, Derivatives, Equity Valuation

Education
Yale University - Yale School of Management   2010 — 2012
MBA, Finance

Carleton College   2003 — 2007
BA, Economics

Seung Tae Lee Seung Tae Lee New York, New York Details
Seung Tae Lee's UBS Wealth Management Experience June 2011 - August 2011
Job Senior Analyst B2B Development Strategy at American Express
Industry Financial Services
Experience
American Express  March 2015 - Present
Delta Air Lines  July 2013 - March 2015
Deutsche Bank  June 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Microsoft Excel, Financial Modeling, Strategy, PowerPoint, Microsoft Office

Education
Cornell University   2010 — 2013
B.S., Applied Economics and Management, Cum Laude

Carnegie Mellon University   2009 — 2010

Sarah Miranda - Clay Sarah Miranda - Clay Greater Los Angeles Area Details
Sarah Miranda - Clay's UBS Wealth Management Experience September 2004 - March 2011
Job Marketing Associate at Platinum Equity
Industry Venture Capital & Private Equity
Experience
Platinum Equity  January 2010 - Present
UBS Wealth Management   September 2004 - March 2011

Education
California State University-Long Beach   1999 — 2003
Liberal Studies, Education & Adolescent Psychology

Christian Ng Christian Ng Greater Los Angeles Area Details
Christian Ng's UBS Wealth Management Experience August 2012 - Present
Job Branch Service Associate at UBS Wealth Management
Industry Biotechnology
Experience
UBS Wealth Management   August 2012 - Present
America Chung Nam, Inc.   June 2011 - June 2012
Siemens Healthcare Diagnostics Inc.  August 2005 - October 2009
F & W Inc.   June 2005 - August 2005
California State University, Los Angeles  November 2004 - March 2005

Education
California State University-Los Angeles   2002 — 2005
Bachelor of Science, Business Administration; Computer Information Systems, Option; Information Technology

Steve Darby Steve Darby Greater New York City Area Details
Steve Darby's UBS Wealth Management Experience May 2015 - Present
Job Alternative Investments Consultant New York at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
Deutsche Bank  January 2013 - December 2014
Russell Investments  June 2011 - August 2012
UBS Wealth Management   2008 - June 2011
UBS Wealth Management   2007 - 2008
UBS Wealth Management   2004 - 2007
UBS  2002 - 2004
Paine Webber  1999 - 2002
PaineWebber  1997 - 1999
The Chase Manhattan Bank  1996 - 1997

Skills
Asset Managment, Wealth Management, Sales Management, ETFs, Private Banking, Alternative Investments, International Sales, Fixed Income, CIMA Level III Candidate, Wealth, Investment Advisory, Equities, Mutual Funds, Hedge Funds, Series 7, Wealth Management..., Asset Management, Financial Advisory, Derivatives, Structured Products, Securities, Bonds, Investments, Portfolio Management, Finance, Business Development

Education
Bucknell University   1990 — 1994
BSBA, Business Management

Bronxville High School   1986 — 1990

Jared Nadan Jared Nadan New York, New York Details
Jared Nadan's UBS Wealth Management Experience June 2011 - August 2011
Job Investment Banking Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  July 2015 - Present
BNP Paribas  March 2014 - August 2014
Gerald Metals LLC  June 2013 - August 2013
SAMI Health   May 2012 - August 2012
UBS Wealth Management   June 2011 - August 2011

Skills
Microsoft Excel, Team Leadership, Business Networking

Education
Emory University   2011 — 2015
Bachelor of Business Administration (BBA), Finance & Consulting

Cass Business School   2013 — 2013

Malcolm Willis Malcolm Willis Greater New York City Area Details
Malcolm Willis's UBS Wealth Management Experience June 2013 - August 2013
Job Associate at the Capital Markets Company
Industry Financial Services
Experience
Capco  July 2015 - Present
UBS Wealth Management   June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Grassroots Tennis Program   June 2010 - August 2011

Skills
PowerPoint, Excel, Teamwork, Outlook, Microsoft Office, Photoshop, Word, Spreadsheets, Spanish, Research, Facebook, Microsoft Excel, Microsoft Word

Education
Bucknell University   2011 — 2015
Bachelor's degree, Economics and Spanish

Darien High School   2007 — 2011

Myriam Maman Myriam Maman New York, New York Details
Myriam Maman's UBS Wealth Management Experience July 2006 - November 2010
Job Head of Counterparty Risk and New Business at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management  November 2010 - Present
UBS Wealth Management   July 2006 - November 2010
UBS Investment Bank  October 2001 - June 2006
Deutsche Bank, NY NY   May 1995 - August 2001
Cooper & Lybrands, NY NY   June 1991 - April 1995

Skills
Risk Management, Financial Risk, Investments, Banking, Mutual Funds, Insurance, Auditing, Leadership, Hedge Funds, Fixed Income, Derivatives, Equities, Asset Management, Alternative Investments, Structured Products, Capital Markets, Investment Banking, Portfolio Management

Education
London Business School   2005 — 2006
Portfolio Management, Equities, Fixed Income and Alternatives

New York University - Leonard N. Stern School of Business   1990 — 1992
BS, Finance/Accounting

California State University-Sacramento
Mathematics

Lycee Champollion, Grenoble
Baccalaureat C, Mathematics & Physics

Meg Sabella Meg Sabella Buffalo/Niagara, New York Area Details
Meg Sabella's UBS Wealth Management Experience October 1999 - June 2015
Job Professional Artist and experienced Financial Services Associate
Industry Financial Services
Experience
Posh Splat   September 2011 - June 2015
UBS Wealth Management   October 1999 - June 2015

Skills
Wealth Management, Investments, Banking, Portfolio Management, Microsoft Office, Customer Service, Financial Analysis, Financial Services, Finance, Risk Management, Microsoft Word, Asset Management, Fine Art, Acrylic Painting, Painting instruction

Education
Cape Cod Community College

Donald Morgan Donald Morgan Spokane, Washington Area Details
Donald Morgan's UBS Wealth Management Experience July 2005 - January 2010
Job Principal and Financial Advisor at Independent Wealth Connections, LLC
Industry Financial Services
Experience
Independent Wealth Connections   January 2010 - Present
UBS Wealth Management   July 2005 - January 2010
Smith Barney  November 1995 - July 2005
Resource Computing   February 1994 - October 1995
North Idaho Credit   December 1992 - January 1994
Coast MedCom   January 1986 - December 1992
American Investigators   1978 - 1986

Education
Leadership Spokane   2005 — 2006
Leadership

California State University-Los Angeles   1977 — 1982
Political Science and Economics

Jamie Dunford Jamie Dunford Cleveland, Ohio Details
Jamie Dunford's UBS Wealth Management Experience May 2010 - August 2010
Job Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company  May 2015 - Present
Candlewood Partners, LLC  August 2014 - May 2015
PNC  February 2013 - August 2014
Northcoast Research  September 2011 - October 2012
MAI Wealth Advisors, LLC  June 2011 - August 2011
Golden Griffin Fund LLC  May 2010 - May 2011
UBS Wealth Management   May 2010 - August 2010

Education
Canisius College   2007 — 2011
BS, Finance, Economics

St. Ignatius High School   2003 — 2007

Jacques Baritot Jacques Baritot San Francisco Bay Area Details
Jacques Baritot's UBS Wealth Management Experience January 2009 - May 2009
Job Corporate Attorney at Berliner Cohen, LLP
Industry Law Practice
Experience
Berliner Cohen, LLP   July 2014 - Present
Girard Gibbs LLP  August 2013 - April 2014
The Honorable Morrison C. England, Jr., Chief US District Judge   December 2012 - May 2013
UC Davis  May 2012 - August 2012
The Honorable Jaime R. Román - Sacramento Superior Court   May 2011 - August 2011
City of Oakland  May 2011 - August 2011
Impact Learning Systems  February 2010 - August 2010
UBS Wealth Management   January 2009 - May 2009

Skills
Legal Research, Legal Writing, Microsoft Office, Estate Planning, Litigation, Westlaw, Social Media, Corporate Law, Intellectual Property, Securities, Mergers, Corporate Governance, Commercial Litigation, Civil Litigation, Public Speaking, Insurance, Financial Services, Due Diligence, Legal Issues, Mediation, Policy, Arbitration, Criminal Law, Lexis, Courts, French Horn, French Cuisine, International Law, Legal Assistance, Trials, Research, Legal Advice, Licensing, Microsoft Excel

Education
University of California, Davis - School of Law   2010 — 2013
J.D., Law

California Polytechnic State University-San Luis Obispo   2005 — 2009
B.A., Political Science/Pre-Law

Chris Kowalczyk Chris Kowalczyk Toronto, Canada Area Details
Chris Kowalczyk's UBS Wealth Management Experience December 2006 - August 2007
Job Marketing Specialist at TripSpark Technologies
Industry Marketing and Advertising
Experience
TripSpark Technologies  May 2015 - Present
OCC Eyecare   April 2012 - May 2015
TMP Media   December 2014 - February 2015
Ontario Basketball  March 2012 - 2012
Niagara IceDogs of the Ontario Hockey League   September 2011 - December 2011
EWHA American Language School  September 2008 - October 2009
Daily Courier-Observer   September 2007 - December 2007
UBS Wealth Management   December 2006 - August 2007

Skills
Sponsorship, Marketing, Event Planning, Social Media, Customer Service, Hockey, English, Sports, Media Relations, Research, Management, Social Media Marketing, Sports Marketing, Event Management, Social Networking, Microsoft Office, Marketing Communications, Facebook, PowerPoint, Editing, Leadership, Video, Advertising, InDesign, Photoshop, Illustrator, Graphic Design, Copywriting, Yelp, Google+, Twitter, HootSuite, Bitly, Redbooth, Mailchimp, Email Marketing, Email Newsletter Design, Writing, Creative Writing, Events Coordination, Blogging, Blogger, WordPress, Inbound Marketing

Education
Shaw Academy   2015 — 2015
Diploma in Digital Marketing

Canisius College   2010 — 2011
Master of Science in Sport Administration, Maintained a 3.96 GPA

State University of New York College at Potsdam   2004 — 2008
B.A., English Writing

Patrick Joyce Patrick Joyce Greater New York City Area Details
Patrick Joyce's UBS Wealth Management Experience June 2012 - August 2012
Job Associate at Welsh, Carson, Anderson & Stowe
Industry Financial Services
Experience
Welsh, Carson, Anderson & Stowe   March 2014 - Present
Student Managed Investment Fund - Bucknell Endowment   August 2012 - May 2013
UBS Wealth Management   June 2012 - August 2012
Koontz McCombs  May 2011 - July 2011

Skills
Wealth Management, PowerPoint, Investments, Finance, Mutual Funds, Securities

Education
Bucknell University   2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, 3.36/4.0

Central Catholic High School   2005 — 2009
3.6

Kevin Fyfe Kevin Fyfe Orange County, California Area Details
Kevin Fyfe's UBS Wealth Management Experience 2011 - 2012
Job Platinum Licensed Lending Officer at loanDepot
Industry Investment Management
Experience
loanDepot  October 2013 - Present
American Advisors Group  2013 - 2014
Euro Pacific Capital  2012 - 2013
UBS Wealth Management   2011 - 2012
EWG   2008 - 2009
The Confession (Band)   January 2004 - December 2007

Skills
Investments, Strategic Planning, Wealth Management, Banking, Sales, Loans, Entrepreneurship

Education
California State University-Fullerton - College of Business and Economics   2010 — 2012
Bachelor of Business Administration (B.B.A.)

Jacob Siewert Jacob Siewert Greater St. Louis Area Details
Jacob Siewert's UBS Wealth Management Experience May 2010 - July 2010
Job JPMorgan Private Bank Analyst
Industry Financial Services
Experience
J.P. Morgan   June 2013 - Present
Contemporary Art Museum St. Louis  June 2014 - Present
Saks Fifth Avenue  November 2013 - December 2013
Northern Trust  January 2012 - August 2012
Nordstrom  August 2011 - December 2011
Nova Capital Partners   May 2011 - July 2011
UBS Wealth Management   May 2010 - July 2010

Education
Washington University in St. Louis   2009 — 2013
BSBA, Finance, International Business

Cass Business School   2012 — 2012
International Finance / Business

Investment Banking Institute   2011 — 2011
Investment Banking Institute Financial Modeling and Valuation Training Program

Maureen McDevitt Maureen McDevitt United States Details
Maureen McDevitt's UBS Wealth Management Experience August 2007 - Present
Job Senior Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   August 2007 - Present
Oppenheimer & Co. Inc.   July 2006 - July 2007

Skills
Series 7, Series 63..., Registered in AL, CA,...

Education
Cabrini College   1997 — 2001
Bachelor’s Degree, Business Administration, Management and Operations

Dan Gallo Dan Gallo Cleveland/Akron, Ohio Area Details
Dan Gallo's UBS Wealth Management Experience June 2012 - August 2012
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  July 2014 - Present
KeyBanc Capital Markets  June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
R & B Communications   May 2011 - August 2011

Education
Case Western Reserve University   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Case Western Reserve University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Willoughby South High   2006 — 2010

Marcia Ramos Marcia Ramos Scottsdale, Arizona Details
Marcia Ramos's UBS Wealth Management Experience October 2007 - February 2009
Job Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
Chateau Ramos   July 2013 - April 2014
UBS Wealth Management   October 2007 - February 2009

Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Process Improvement, Practice Management, Marketing Communications, Client Development, Coordinate Meetings

Education
California State University-Dominguez Hills   2002 — 2005
Master of Arts (M.A.), Education

Cal Poly Pomona   1996 — 2001
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Joy Martinez Joy Martinez Fullerton, California Details
Joy Martinez's UBS Wealth Management Experience August 2013 - April 2014
Job Finance Professional
Industry Financial Services
Experience
Paramount Pictures  September 2014 - December 2014
UBS Wealth Management   August 2013 - April 2014
Los Angeles County Department of Public Works  December 2011 - January 2013

Skills
Microsoft Excel, Data Entry, Customer Service, Analysis, PowerPoint, Microsoft Office, Social Media, Web Content Management, Website Consultation, Team Leadership, QuickBooks, Spanish, Financial Modeling, Dependable Team Player, Mobile Content..., Mobile Website..., Intercultural..., Adobe Acrobat, Microsoft Word, Pro Forma Development, CRM Consultation, CMS Consultation, Outlook, Access, Wealth Management, Maintaining Strong..., Asset Allocation, Morningstar Office, Model Portfolios, Investments, Fixed Income Analysis, Cost Basis, Defined Contribution, Retirement Planning, 401k Rollovers, 401k Seminars, Mutual Funds, Time Management

Education
California State University-Fullerton   2009 — 2015
Bachelor’s Degree, Finance

California State University-Fullerton   2009 — 2015
Bachelor’s Degree, Economics

Jim (Ji Ming) Li Jim (Ji Ming) Li New York, New York Details
Jim (Ji Ming) Li's UBS Wealth Management Experience July 2014 - July 2014
Job Investment Banking Summer Analyst at The Valence Group
Industry Financial Services
Experience
NYU Stern School of Business  March 2015 - Present
The Valence Group   May 2015 - August 2015
Scott-Macon, Ltd.   October 2014 - March 2015
PrivCo Media LLC   June 2014 - August 2014
UBS Wealth Management   July 2014 - July 2014

Education
New York University, Stern School of Business
Finance

New York University
Mathematics

Carnegie Mellon University   2011 — 2011
Advanced Placement Early Admission Program

St.George's School   2008 — 2013
High School

DeAnna Ramirez DeAnna Ramirez San Francisco Bay Area Details
DeAnna Ramirez's UBS Wealth Management Experience 2005 - 2008
Job Sales Engineer at Lithium Technologies
Industry Computer Software
Experience
Lithium Technologies  October 2012 - Present
Lithium Technologies  2010 - October 2012
Scout Labs (acquired by Lithium Technologies)   2009 - 2010
Minor Ventures   2008 - 2010
UBS Wealth Management   2005 - 2008
UBS Investment Bank  2004 - 2005

Skills
SaaS, Enterprise Software, Salesforce.com, Start-ups, Product Management, Analytics, Cloud Computing, Strategic Partnerships, Sales Operations, CRM, Lead Generation, Product Marketing, Solution Selling, Sales Process, Go-to-market Strategy, Professional Services, Big Data, Sales Enablement, Business Development, Sales, Account Management, Leadership, Strategy, Partner Management, Business Alliances, Demand Generation, Mobile Devices, Software Industry, Channel Partners, Selling

Education
California State University-Chico
Bachelor of Science

San Francisco School of Digital Filmmaking   2012 — 2012

Amber Mears Amber Mears Seal Beach, California Details
Amber Mears's UBS Wealth Management Experience July 2001 - August 2007
Job Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  August 2007 - Present
UBS Wealth Management   July 2001 - August 2007

Skills
401k Rollovers, Asset Allocation, Financial Advisory, Insurance, Relationship Management, Retirement Planning, Mutual Funds, Bonds, Variable Annuities, Fixed Annuities, Strategic Planning, Wealth Preservation...

Education
California State University-Long Beach
Bachelor's Degree, Finance and Financial Management Services

Los Alamitos High

Jimmy Owsley Jimmy Owsley Greater Denver Area Details
Jimmy Owsley's UBS Wealth Management Experience June 2014 - August 2014
Job Tax Intern at Deloitte
Industry Accounting
Experience
Deloitte  June 2015 - Present
UBS Wealth Management   June 2014 - August 2014
University of Colorado Boulder- Business Research Division   February 2014 - August 2014

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Social Networking, Teamwork, Leadership, Bloomberg Terminal, Morningstar, SEC Filings, Time Management, GoSystems, International Tax, Federal & State Income...

Education
University of Colorado Boulder   2012 — 2016
Master’s Degree, Accounting and Finance, 3.94

Cass Business School   2014 — 2015
Accounting and Finance

Justin Francisco Justin Francisco Bellingham, Washington Details
Justin Francisco's UBS Wealth Management Experience August 2014 - December 2014
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
UBS Wealth Management   August 2014 - December 2014
Morgan Stanley Wealth Management  October 2013 - July 2014
UBS  March 2013 - September 2013
Bank of America  October 2008 - March 2013

Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Financial Risk, Relationship Management, Financial Services, Branch Banking, Wealth Management, Investments, Financial Advisory, Customer Service, Microsoft Excel

Education
Western Washington University   2013 — 2015
Bachelor of Business Administration (BBA), Finance

Cascadia Community College   2012 — 2013
Associates Integrated Studies, Business Administration and Management, General

John Lucia John Lucia San Francisco Bay Area Details
John Lucia's UBS Wealth Management Experience June 2008 - September 2008
Job Equity Research Associate at JMP Group
Industry Financial Services
Experience
JMP Group  July 2013 - Present
Aruba Networks  July 2010 - July 2013
UBS Wealth Management   June 2008 - September 2008

Skills
Salesforce.com, Sales, Microsoft Excel, Account Management, Business Development, Cold Calling, Sales Process, Sales Management, PowerPoint, Direct Sales, Solution Selling, SaaS, Marketing, Marketing Strategy, Finance, New Business Development, Product Marketing, Microsoft Office, Lead Generation, Microsoft Word

Education
California Polytechnic State University-San Luis Obispo   2006 — 2010
BS, Finance

Nick Sondgeroth Nick Sondgeroth Greater Los Angeles Area Details
Nick Sondgeroth's UBS Wealth Management Experience May 2015 - Present
Job Client Service Associate, Valdez Wealth Management Group
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present

Education
California Lutheran University   2012 — 2015
Bachelor’s Degree, Business Administration, Sports Management

River Valley High School   2008 — 2012
High School

Maureen Enem, CRPC® Maureen Enem, CRPC® Greater Los Angeles Area Details
Maureen Enem, CRPC®'s UBS Wealth Management Experience September 2012 - February 2013
Job Wealth Management & Investments
Industry Financial Services
Experience
Merrill Lynch  August 2007 - Present
UBS Wealth Management   September 2012 - February 2013
Merrill Lynch  2011 - 2012
Telecommunications  2002 - 2007

Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Investments, Brokerage, Leading Diverse Teams, Team Leadership, Fundraising, Board of Directors, Board level experience, Management, Alternative Investments, Bloomberg, Leadership, Finance

Education
UCLA Anderson School of Management   2011 — 2012
Riordan MBA Fellows Program

California State University-Dominguez Hills
BS Business Administration: Accounting, Accounting

Colleen Kober Colleen Kober Dumont, New Jersey Details
Colleen Kober's UBS Wealth Management Experience May 2014 - December 2014
Job Relationship Manager at AST Equity Plan Solutions
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC   January 2015 - Present
UBS Wealth Management   May 2014 - December 2014
Computershare  January 2012 - May 2014
BNY Mellon  2006 - 2011
BNY Mellon  2004 - 2006
Mellon Investor Services  2003 - 2004
Mellon Investor Services  2001 - 2003
Mellon Investor Services  May 1999 - 2001

Skills
Excel, PowerPoint, Word, Business Analysis, Microsoft Office, Options, Business Objects, Mainframe, Stock Option, Employee Stock Options, Data Analysis, Process Improvement, Problem Solving, Reconciliation, Microsoft Word, Microsoft Excel, Financial Reporting, Training, Project Management, Business Requirements, Risk Management, Equities, Business Process, Relationship Management, User Acceptance Testing, Securities, Banking, Corporate Actions, Project Planning, ESPP, Financial Services, Finance, Account Reconciliation

Education
Caldwell University   1998 — 2003
Bachelor of Science Degree, Business Administration and Psychology

Steven Schroko Steven Schroko Greater New York City Area Details
Steven Schroko's UBS Wealth Management Experience September 2008 - October 2013
Job Managing Director at UBS
Industry Financial Services
Experience
UBS  October 2013 - Present
UBS Wealth Management   September 2008 - October 2013
Merrill Lynch  May 2006 - September 2008
J.P. Morgan   June 1985 - May 2006

Education
M.I.T.   1984 — 1986
MS, Management

Bucknell University   1978 — 1982
BS, Chemcal Engineering

Janet Deutschmeister Janet Deutschmeister Greater New York City Area Details
Janet Deutschmeister's UBS Wealth Management Experience 2003 - 2005
Job Finance Professional with strong P&L analysis and Management Reporting skills
Industry Financial Services
Experience
AIG  April 2014 - Present
MetLife  2013 - 2013
Deutsche Bank  2011 - 2012
UBS Financial Services Inc.  2005 - 2010
UBS Wealth Management   2003 - 2005
Deutsche Bank, New York  1997 - 2002
Bankers Trust New York  1992 - 1997
Metromedia  1986 - 1992

Skills
Management Reporting, P&L Analysis, Budgeting, Forecasting, Expense Analysis, Advanced Excel, Budget Reconciliation, Data Reconciliation, Expenses, Management, Budgets, Finance, Banking, Financial Reporting, Strategy, Strategic Financial..., Analysis, Financial Analysis, Variance Analysis, Corporate Finance, SAP, Financial Services, Financial Modeling, Executive Management, Essbase, Strategic Planning, Managerial Finance, Financial Risk, Consolidation, Business Analysis, Wealth Management, Mergers & Acquisitions, Equities

Education
Carnegie Mellon University
BSCE, Civil Engineering

Columbia Business School
Master of Business Administration (MBA), Finance, General

John Petika John Petika Tampa/St. Petersburg, Florida Area Details
John Petika's UBS Wealth Management Experience January 1986 - Present
Job Branch Manager
Industry Financial Services
Experience
UBS Wealth Management   January 1986 - Present

Education
California University of Pennsylvania

Timothy Hando Timothy Hando Bethesda, Maryland Details
Timothy Hando's UBS Wealth Management Experience February 2013 - Present
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management   February 2013 - Present
Morgan Stanley  March 1991 - February 2013

Education
The George Washington University   1987 — 1989
M.A., International Affairs

Carroll University   1982 — 1986
B.A., International Relations

Brent Blanchette Brent Blanchette Greater Minneapolis-St. Paul Area Details
Brent Blanchette's UBS Wealth Management Experience June 2000 - August 2002
Job Business Systems Programmer Salesforce.com at Kroll Ontrack
Industry Computer Software
Experience
Kroll Ontrack  July 2014 - Present
Kroll Ontrack  December 2011 - July 2014
Digital River  April 2011 - December 2011
SENSIENT TECHNOLOGIES  May 2010 - March 2011
Sony DADC  October 2005 - October 2009
Hillenbrand Inc.  June 2004 - September 2005
University of Iowa  August 2002 - May 2003
UBS Wealth Management   June 2000 - August 2002
General Motors  May 1999 - August 1999

Skills
Agile software..., Salesforce.com..., Visual Basic, Apex Programming, JavaScript, jQuery, SQL, Microsoft Excel, Access Database, Cognos, CSS, Statistical Modeling, Financial Analysis, Financial Reporting, Forecasting, Portfolio Management, Access

Education
University of Iowa - Henry B. Tippie College of Business   2002 — 2004
MBA, Finance/Accounting

Butler University   1996 — 2000
BS, Finance

Herscher High School   1992 — 1996

shwetha siddavanahalli shwetha siddavanahalli Austin, Texas Area Details
shwetha siddavanahalli's UBS Wealth Management Experience December 2009 - September 2010
Job IVR Consulatant at General Motors
Industry Information Technology and Services
Experience
General Motors  September 2015 - Present
MetLife  June 2014 - February 2015
Wells Fargo  November 2013 - May 2014
N.E.W. Customer Service Companies, Inc   September 2011 - December 2012
Express Scripts  October 2010 - June 2011
UBS Wealth Management   December 2009 - September 2010

Skills
Speech Recognition, Genesys, Avaya, IVR, VXML, SDLC, ASR, VUI Design, TTS, GRXML, CCXML, CTI, Nuance, Contact Centers, Call Centers, Tomcat, Avaya Technologies, Unix

Education
California State University, Fresno   2006 — 2008
Master of Science (MS), Computer Science

Jawaharlal Nehru Technological University   2001 — 2005
Computer Science, Bachelors of Computer Science

Gary E. Mills Gary E. Mills San Francisco Bay Area Details
Gary E. Mills's UBS Wealth Management Experience September 1999 - July 2009
Job First Vice President Investments, CERTIFIED FINANCIAL PLANNER™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2009 - Present
UBS Wealth Management   September 1999 - July 2009
Merrill Lynch  November 1988 - September 1999

Skills
Mutual Funds, Retirement Planning, Investments, Finance, Equities, Insurance, Financial Goals, Estate Investment...

Education
California State University-East Bay   1983 — 1986
B.S. Finance, Economics

University of California, Berkeley   1981 — 1982
business

Monica Harrison Monica Harrison Greater Philadelphia Area Details
Monica Harrison's UBS Wealth Management Experience January 2010 - July 2011
Job Assistant Softball Coach at Arcadia University
Industry Sports
Experience
Arcadia University  July 2015 - Present
UBS Investment Bank  September 2013 - July 2015
Stevens Institute of Technology Athletics   August 2009 - July 2015
UBS  July 2011 - September 2013
UBS Wealth Management   January 2010 - July 2011
UBS Wealth Management   July 2009 - January 2010
UBS Wealth Management   July 2007 - July 2009
Bucknell University Office of Admissions  October 2004 - May 2007

Skills
Business Analysis, Organizing, Coaching, Microsoft Office, Project Management, Management, Customer Service, Segmentation, Series 7, Data Analysis, Equities, Wealth Management, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Leadership, Strategy

Education
Bucknell University   2003 — 2007
Bachelors, Economics

Bucknell University   2003 — 2007
Bachelor of Arts (BA), Economics

Darin McLeish Darin McLeish Orange County, California Area Details
Darin McLeish's UBS Wealth Management Experience 1999 - 2001
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2009 - Present
Fidelity Investments  April 2007 - January 2009
TD Ameritrade  2006 - 2007
Morgan Stanley  2005 - 2006
Morgan Stanley  2004 - 2005
Morgan Stanley  2002 - 2004
UBS Wealth Management   1999 - 2001
Prudential Financial  1997 - 1999
Prudential Financial  1995 - 1997
ADP  1992 - 1995

Education
California State University-Long Beach
Bachelor’s Degree, Criminal Justice/Security Management

Chadron State College
Criminal Justice and Corrections

Moorpark College
Associate’s Degree

Peter Peng Peter Peng Greater New York City Area Details
Peter Peng's UBS Wealth Management Experience October 2006 - June 2010
Job Manager End User Services Engineering at Tiffany & Co.
Industry Information Technology and Services
Experience
Tiffany & Co.   July 2014 - Present
UBS  February 2012 - July 2014
UBS  June 2010 - February 2012
UBS Wealth Management   October 2006 - June 2010
Citigroup  July 2003 - September 2006

Education
New York University
MS, Management & Systems

Carnegie Mellon University
BS, Information Systems

Paul Shosho Paul Shosho Buffalo, New York Details
Paul Shosho's UBS Wealth Management Experience June 2007 - July 2010
Job Senior Information Technology Professional
Industry Hospitality
Experience
Delaware North  September 2015 - Present
SMART DEVINE  January 2015 - September 2015
Yeshiva University  August 2012 - January 2015
The New School  December 2010 - August 2012
UBS Investment Bank  July 2010 - November 2010
UBS Wealth Management   June 2007 - July 2010
ETRADE Financial  March 2006 - June 2007
The New School  May 2004 - February 2006
The New School  May 2002 - May 2004
The New School  January 2001 - May 2002

Skills
Business Intelligence, Business Process..., Analysis, Data Modeling, Budgets, Finance, VBA, Financial Systems..., Program Management, Hyperion Enterprise, Integration, Analytics, Corporate FP&A, Data Architecture, Project Management, PMO, Management, Financial Reporting, Leadership

Education
Stevens Institute of Technology
MS, Information Systems

Canisius College   1984 — 1988
B.S., Accounting

Nichols

Stephen Mertz Stephen Mertz Orange County, California Area Details
Stephen Mertz's UBS Wealth Management Experience 2007 - September 2009
Job President and CEO at DB Sales & Service
Industry Nonprofit Organization Management
Experience
DB Sales & Service   November 2010 - Present
Insight 360 Wealth Management   September 2009 - Present
Sagent Wealth Management   September 2009 - November 2012
Sigma Chi - Orange County Alumni Chapter   2005 - December 2010
UBS Wealth Management   2007 - September 2009
Center for Hope and Healing  2008 - 2009
R. F. MacDonald Company   April 2000 - April 2008
Perry Equipment Company   1998 - 2000

Skills
Financial Analysis, Portfolio Management, Contract Negotiation, Energy Efficiency, Business Development, Engineering, Leadership, Sales, Green Building, LEED, Management, Strategy, Construction Management

Education
Bucknell University   1994 — 1998
BSME

Peter Heidenreich, CFP Peter Heidenreich, CFP Greater Atlanta Area Details
Peter Heidenreich, CFP's UBS Wealth Management Experience August 2004 - November 2007
Job Owner of Go Fish Costa Rica and Mirador B&B
Industry Financial Services
Experience
Mirador B&B   February 2011 - Present
Go Fish Costa Rica   October 2008 - Present
Capstone Financial, LLC  December 2007 - August 2008
UBS Wealth Management   August 2004 - November 2007
AXA Financial  August 1997 - August 2004

Education
College for Financial Planning   2002 — 2003
CFP, CFP

Carthage College   1993 — 1997
BA, International Business

Rob Lepre Rob Lepre Greater Pittsburgh Area Details
Rob Lepre's UBS Wealth Management Experience August 2002 - June 2003
Job Senior Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank  January 2007 - Present
UBS Wealth Management   August 2002 - June 2003
BNY Mellon Wealth Management  1986 - 2002

Skills
Estate Planning, Private Wealth..., LGBT Financial Solutions, Strategic Financial..., Wealth Management, Wealth Management..., Financial Analysis, Employee Benefits, Financial Services, Banking, Financial Planning, Insurance, Real Estate, Portfolio Management, Asset Allocation, Investments, Loans, Securities, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Planning, Small Business, Asset Management, Series 7

Education
Carnegie Mellon University   1985 — 1987
MPM

University of Pittsburgh   1974 — 1978
BA, Economics, Mathematics, Spanish

Neal Webster Neal Webster Dallas/Fort Worth Area Details
Neal Webster's UBS Wealth Management Experience 2007 - 2007
Job Systems Analyst, IT Application Development / Data Warehouse‎ / Data Architecture /
Industry Information Technology and Services
Experience
Private National Mortgage Acceptance Company (PennyMac)   March 2014 - Present
Guitar Center, Inc.   2013 - 2014
Guitar Center, Inc.   2011 - 2013
Lions Futures Management, Inc.   2009 - 2011
Lions Futures Management, Inc.   2007 - 2009
UBS Wealth Management   2007 - 2007
Gibson Consulting, Inc.   January 2004 - 2007

Skills
PeopleSoft, Financial Analysis, Accounting, Microsoft Excel, ERP, SQL, Microsoft SQL Server, Microsoft Dynamics ERP, Salesforce.com..., Web Applications, HTML, PHP, Apache, MySQL, JavaScript, XML, JSON, Account Reconciliation, C#, Salesforce.com System..., Object Pascal, Object-oriented..., Google Apps..., Process Automation, Process Improvement, SDLC, Linux, Oracle PL/SQL..., SCP, FTP, CSS, Integration, Internal Controls, Auditing, Sarbanes-Oxley Act, Project Management, Internal Audit, Chesapeake's T-Recs, Version Control Tools, General Ledger, Databases, Software Development, Data Warehousing, Management, SSRS, ETL

Education
California Lutheran University
Bachelor of Science (B.S.), Accounting

Johns Hopkins University (Coursera)
Data Science (Specialization Certificate)

University of California, Santa Barbara
Certificate, Project Management

Oleg Maiatski Oleg Maiatski San Francisco Bay Area Details
Oleg Maiatski's UBS Wealth Management Experience January 2012 - Present
Job Lead Developer at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   January 2012 - Present
UBS AG  January 2006 - January 2012
UBS Wealth Management   April 1999 - 2006

Skills
PMO, Software Project..., Requirements Analysis, Project Delivery, SDLC, PMP, Business Analysis, Project Portfolio..., Program Management, Project Management, Requirements Gathering, Agile Project Management, ITIL, Business Requirements, Agile Methodologies, Websphere, JavaScript, jQuery, HTML, Java, UML, Scrum, Risk Management, IT Strategy, Web Design, Perl, C++, RAD, JSP, CSS, Credit Cards, Debit Cards, Scrum Master

Education
Новосибирский Государственный Технический Университет (НГТУ) / Novosibirsk State Technical University (NSTU)   1996 — 1998
Engineer's degree, Management Information Systems, General

Новосибирский Государственный Технический Университет (НГТУ) / Novosibirsk State Technical University (NSTU)   1992 — 1996
Bachelor of Applied Science (B.A.Sc.)

California State University-Sacramento

Rena Martinolich Rena Martinolich Greater New York City Area Details
Rena Martinolich's UBS Wealth Management Experience April 2005 - Present
Job Executive Director at UBS Wealth Management
Industry Real Estate
Experience
UBS Wealth Management   April 2005 - Present
Deutsche Bank  September 1986 - March 2005

Skills
Asset Managment, Asset Management, Real Estate Development, Financial Modeling, Contract Negotiation, Investments, Portfolio Management, Strategic Planning, Commercial Real Estate, Private Equity, Due Diligence, Negotiation, Risk Management, Valuation, Alternative Investments, Real Estate, Equities

Education
California Western School of Law
JD, Law

Stony Brook University
BS, Economics

Liz Clifford Liz Clifford Greater Chicago Area Details
Liz Clifford's UBS Wealth Management Experience May 2004 - May 2005
Job IAC at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  April 2011 - Present
Global Asset Management  April 2009 - March 2010
UBS Global Asset Management  October 2007 - March 2009
UBS Global Asset Management  July 2006 - October 2007
UBS Global Asset Management  May 2005 - July 2006
UBS Wealth Management   May 2004 - May 2005
UBS PaineWebber  April 2001 - May 2004
Mutchler Pharmaceuticals Inc   October 1999 - March 2001

Education
Bucknell University
B.S, Chemical Engineering

Jonathan Shore Jonathan Shore San Francisco Bay Area Details
Jonathan Shore's UBS Wealth Management Experience July 2007 - December 2007
Job Sr. Analyst, Strategy & Operations, Worldwide Alliances & Channels at Salesforce
Industry Internet
Experience
Salesforce  February 2015 - Present
salesforce.com  October 2013 - January 2015
salesforce.com  February 2012 - October 2013
Randstad  August 2011 - October 2011
PepsiCo  February 2010 - May 2011
County of Sacramento  December 2008 - December 2009
PARC Management, LLC  June 2008 - August 2008
UBS Wealth Management   July 2007 - December 2007

Skills
Financial Analysis, Business Analysis, Data Analysis, Analysis, Finance, Corporate Finance, Analytics, Salesforce.com, SAP, Management, Project Planning, Valuation, Executive Reporting, Salesforce Training, Microsoft Excel, Accounts Receivable, Account Reconciliation, Internal Controls, General Ledger, Modeling, Data Quality, Salesforce Administrator, Strategy, Leadership, Microsoft Office

Education
California State University-Chico   2003 — 2008
Business Administration, Financial Services and Professional Accounting

Amador Valley HS   1999 — 2003

Morris N. Symson Morris N. Symson Woodland Hills, California Details
Morris N. Symson's UBS Wealth Management Experience February 1995 - February 2014
Job Senior Portfolio Manager at Pacific Point Asset Management
Industry Investment Management
Experience
Pacific Point Asset Management   March 2014 - Present
UBS Wealth Management   February 1995 - February 2014
Prudential Securities  January 1988 - February 1995
EF Hutton & Company  August 1973 - December 1987

Skills
Due Diligence, Retirement Planning, Portfolio Management, Wealth Management, Series 7, Equities, Financial Analysis, Asset Management, Strategic Planning, Asset Allocation, Series 63

Education
California State University-Northridge
Bachelor of Business Administration (BBA)

Vinith Annam Vinith Annam Washington D.C. Metro Area Details
Vinith Annam's UBS Wealth Management Experience June 2008 - August 2008
Job
Industry Internet
Experience
Equate Analytics (Division of Hunch Analytics)   May 2014 - Present
Freddie Mac  June 2010 - May 2014
Carnegie Mellon University  April 2009 - August 2010
Carnegie Mellon University  May 2008 - May 2010
E&J Gallo Winery  June 2009 - August 2009
UBS Wealth Management   June 2008 - August 2008

Skills
Statistics, Analytics, Six Sigma, Data Analysis, SAS, R, Data Mining, Quantitative Analytics, Economics, Leadership, SQL, SPSS, ACL, Spotfire, Minitab, Access

Education
Carnegie Mellon University   2006 — 2010
B.Sc.

Moravian Academy   2002 — 2006
High School

Gloria Liu Gloria Liu Mobile, Alabama Area Details
Gloria Liu's UBS Wealth Management Experience June 2008 - August 2008
Job General Manager at Zulu Flight Training
Industry Aviation & Aerospace
Experience
The Ruff House   June 2014 - Present
Zulu Flight Training   March 2012 - Present
Continental Motors, Inc.   July 2009 - June 2012
UBS Wealth Management   June 2008 - August 2008

Skills
Airports, Process Improvement, Aircraft, Private Pilot, Aviation, New Business Development, Project Management, Aerospace, Flight Training, Management, Program Management, General Aviation, Continuous Improvement, Data Analysis, Microsoft Excel

Education
Carnegie Mellon University   2005 — 2009
B.S., Business Administration

Carnegie Mellon University - Tepper School of Business   2005 — 2009

Carnegie Mellon University- Mellon College of Science

Christine Prout Christine Prout Greater Los Angeles Area Details
Christine Prout's UBS Wealth Management Experience 2006 - 2008
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
UBS Wealth Management   2006 - 2008
Northern Trust  1999 - 2006

Education
California State Polytechnic University-Pomona
MBA

Nigel Mason Nigel Mason Greater New York City Area Details
Nigel Mason's UBS Wealth Management Experience May 2004 - August 2012
Job Senior Program Manager at Sungard
Industry Investment Banking
Experience
SunGard  August 2012 - Present
UBS Wealth Management   May 2004 - August 2012
PaineWebber  February 1997 - May 2004
Eurobrokers  October 1995 - February 1997

Skills
JCL, COBOL, TSO, DB2/SQL, VSAM, Change Management, SDLC, Windows 7, Hardware/Software..., Linux, Dreamweaver, Flash, MS Office Suite, MVS, CICS, Business Requirements, IBM Mainframe, Financial Services, Management, Microsoft Office, Visio, Requirements Analysis, SQL, Risk Management, Equities

Education
Capitol College   1990 — 1994
Bachelor of Science, Computer Engineering Technology

Billy Hung Billy Hung Greater New York City Area Details
Billy Hung's UBS Wealth Management Experience 2001 - December 2011
Job SVP
Industry Financial Services
Experience
Citi  March 2011 - Present
UBS Wealth Management   2001 - December 2011
UBS  2001 - 2010

Education
Carnegie Mellon University - Tepper School of Business   1994 — 1998
BSc, Economics, Business Administration

Carnegie Mellon University
BSc, Econ and BA

Matt T. Adams Matt T. Adams New York, New York Details
Matt T. Adams's UBS Wealth Management Experience June 2006 - August 2006
Job L/S Real Estate Related Equities
Industry Investment Management
Experience
Castle Ridge Investment Management   2015 - Present
Carlson Capital, L.P.   November 2010 - 2014
UBS Investment Bank  July 2008 - December 2010
UBS Investment Bank  June 2007 - August 2007
UBS Wealth Management   June 2006 - August 2006

Skills
Equities, Investment Banking, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Private Equity, Hedge Funds, Corporate Finance, Statistical Modeling, Statistical Data..., Sports Analysis, Long/Short Equity, Portfolio Management, Argus Modeling, Microsoft Excel, Economics, C++, Real Estate, Real Estate Transactions, Research, Value Investing, College Football, Lacrosse, Psychology, Wealth Management, IPO, M&A analysis, Lodging, Seniors Housing, REIT

Education
Carnegie Mellon University - Tepper School of Business   2004 — 2008
B.S. in B.A., Finance, Financial Decision Analysis

Carnegie Mellon University - Tepper School of Business
B.S. in Financial Decision Analysis

Brandon Thibodeau Brandon Thibodeau Greater Los Angeles Area Details
Brandon Thibodeau's UBS Wealth Management Experience September 2010 - October 2011
Job Owner/Certified Personal Trainer at ONCORE Fit
Industry Health, Wellness and Fitness
Experience
ON-CORE Fit   January 2013 - Present
UBS Wealth Management   September 2010 - October 2011
Studley  January 2010 - August 2010
Charles Dunn Company  January 2008 - January 2010
The Sports Club/LA  January 2005 - January 2008

Skills
Lifestyle, Fitness, Nutrition, Weight Training, Small Business, Coaching

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2005 — 2007
BS, Business Management

Eric Zeigler Eric Zeigler Greater New York City Area Details
Eric Zeigler's UBS Wealth Management Experience January 1998 - 2006
Job President Central Park Group
Industry Investment Management
Experience
Central Park Group   September 2006 - Present
UBS Wealth Management   January 1998 - 2006
UBS  1998 - 2006

Skills
Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Wealth Management, Investments, Fund Of Funds, Series 63, Securities

Education
California State University-Chico   1982 — 1984

University of San Diego   1980 — 1981

Jessica L. Bishop Jessica L. Bishop Madison, Wisconsin Area Details
Jessica L. Bishop's UBS Wealth Management Experience October 2000 - December 2008
Job Investment Management Professional and Experienced Office Manager
Industry Financial Services
Experience
Local Registered Investment Advisor, Broker-Dealer and Investment Company   October 2011 - Present
PivotPoint Advisors LLC   February 2009 - September 2009
UBS Wealth Management   October 2000 - December 2008
Middleton Times-Tribune   1997 - August 2000
Robert Half International  January 1998 - January 1999

Skills
Database Administration, Strategic Financial..., Accounting, Marketing, Project Management, Valuation

Education
Cardinal Stritch University   2004 — 2007
Bachelor of Science, Double Major: Business Administration and Management

Sandra Morrisey Sandra Morrisey Greater New York City Area Details
Sandra Morrisey's UBS Wealth Management Experience March 2001 - August 2007
Job Finance Capital and Liquidity Risk Reporting
Industry Banking
Experience
JPMorgan Chase & Co.   August 2007 - Present
JPMorgan Chase & Co.   2007 - 2015
JPMorgan Chase & Co.   2007 - 2015
JPMorgan Chase & Co.   2007 - 2015
JPMorgan Chase & Co.   2007 - 2015
UBS Wealth Management   March 2001 - August 2007

Skills
Derivatives, Investment Banking, Business Analysis, Equities, Fixed Income, Project Management, Credit Derivatives, Risk Management, Trading Systems, Financial Services, SDLC, Finance

Education
City University of New York-College of Staten Island   1997 — 1999
Bachelor of Science (B.S.), Computer Science, 3.97

Caldwell Community College and Technical Institute   1985 — 1988
Associate of Applied Science, Biomedical Electronics Engineering, 3.47

Santa Clara University
Certified Equity Professional - Level One

Quinn Wong Quinn Wong New York, New York Details
Quinn Wong's UBS Wealth Management Experience December 2008 - December 2009
Job Analyst
Industry Financial Services
Experience
DeltaOne Solutions  October 2014 - Present
DeltaOne Solutions  January 2014 - October 2014
DeltaOne Solutions  March 2013 - January 2014
DeltaOne Solutions  June 2012 - March 2013
CoreOne Technologies  October 2011 - June 2012
Fry's Electronics  January 2011 - October 2011
Traders Capital LLC.   March 2010 - January 2011
Cal Poly Investment Banking Society (C-PIBS)   April 2010 - June 2010
UBS Wealth Management   December 2008 - December 2009

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Equities, Investment Banking, Hedge Funds, Analysis, Microsoft Office

Education
California Polytechnic State University-San Luis Obispo   2004 — 2010
Business, Finance

California Polytechnic State University-San Luis Obispo

Cristian Pedroza Cristian Pedroza Greater Los Angeles Area Details
Cristian Pedroza's UBS Wealth Management Experience August 2007 - January 2008
Job at WellCap Partners
Industry Investment Management
Experience
WellCap Partners   2010 - 2012
Churchill Management Group  April 2009 - November 2009
UBS Wealth Management   August 2007 - January 2008

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2006 — 2008
B.A. Finance, Investment

Robin Fremont Robin Fremont Greater New York City Area Details
Robin Fremont's UBS Wealth Management Experience 2007 - 2011
Job Fulfillment, Warehousing, Printing and Premiums at PIMCO
Industry Financial Services
Experience
PIMCO  January 2011 - Present
UBS Wealth Management   2007 - 2011
Random House  2005 - 2006
Phoenix Color  2002 - 2004
RR Donnelley  1996 - 2002

Skills
Marketing Communications, Sales, Equities, Fixed Income, Marketing, Asset Management, Financial Services, Alternative Investments, Mutual Funds, Marketing Strategy, Hedge Funds, Strategic Planning, Direct Marketing, Integrated Marketing

Education
California State University-Sacramento
BA, Journalism, Graphic Design

Dennis Chanthaphy Dennis Chanthaphy Orange County, California Area Details
Dennis Chanthaphy's UBS Wealth Management Experience 2008 - 2009
Job GIS and Urban Studies Graduate
Industry Information Technology and Services
Experience
California State University, Long Beach  Copy/Subpoena ClerkCompsource Associates, Inc.December 2010 - July 2013
UBS Wealth Management   2008 - 2009

Skills
GIS, ArcGIS, ERDAS Imagine, Python, Microsoft Office

Education
California State University-Long Beach   2011 — 2014
Geography, GIS and Urban Planning

Golden West College   2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General

Ronel Sandler Ronel Sandler Toronto, Canada Area Details
Ronel Sandler's UBS Wealth Management Experience 2007 - 2008
Job Senior Private Banking Adviser at CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management  November 2010 - Present
HSBC Bank Canada  July 2008 - May 2010
UBS Wealth Management   2007 - 2008

Skills
Wealth Management, Private Banking, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Income, Portfolio Management, Equities, Mutual Funds, Investments, Asset Managment, Bonds, Retirement Planning, Strategic Financial..., Banking

Education
Cass Business School   2004 — 2005
Master, Investment Management

Middlesex University   2003 — 2004
Bachelor's degree, Business Administration and Management, General

Krista Root Krista Root Naples, Florida Details
Krista Root's UBS Wealth Management Experience July 1996 - August 1997
Job Legal Assistant at Hahn Loeser & Parks LLP
Industry Legal Services
Experience
Hahn Loeser & Parks LLP  March 2013 - Present
Source Interlink  July 2010 - March 2013
U.S. Trust   September 1997 - January 1999
UBS Wealth Management   July 1996 - August 1997
Calvin Klein Cosemtics   April 1994 - July 1996
Levi Strauss & Co.   May 1991 - April 1994

Skills
Microsoft Word, Sales, PowerPoint, Customer Service, Microsoft Office, Marketing, Estate Planning

Education
California Polytechnic State University-San Luis Obispo   1987 — 1991
Bachelor's Degree, Liberal Arts and Sciences Concentration in Management, minor in Psychology

Tim Sennatt Tim Sennatt Greater New York City Area Details
Tim Sennatt's UBS Wealth Management Experience 2000 - 2005
Job Former Fin Services Executive
Industry Financial Services
Experience
UBS Wealth Management   2000 - 2005
PaineWebber  1994 - 2000
Kidder Peabody  1981 - 1994

Education
California State University-Long Beach   1967 — 1972
Bachelor of Science, Finance

Thomas Sutter Thomas Sutter Beverly Hills, California Details
Thomas Sutter's UBS Wealth Management Experience 2008 - 2010
Job CFA Level 3 Candidate
Industry Financial Services
Experience
Morgan Stanley  2010 - Present
UBS Wealth Management   2008 - 2010
Royal Alliance Associates INC  2005 - 2008

Skills
Wealth Management, Portfolio Management, Separately Managed..., Equities, Fixed Income, Alternative Investments, Financial Analysis, Financial Services

Education
California State University-Fullerton   2003 — 2005
Bachelor of Arts (B.A.), Finance

Elizabeth Culp Elizabeth Culp Greater New York City Area Details
Elizabeth Culp's UBS Wealth Management Experience March 2011 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Wealth Management   March 2011 - Present
Capco  July 2010 - March 2011
Mars  June 2009 - August 2009
Citi  August 2004 - August 2008

Skills
Strategic Planning, Financial Analysis, Financial Modeling, Valuation, Product Development, Credit Cards, payments, Competitive Analysis, Segmentation, Portfolio Management, Cross-functional Team..., Customer Experience, Loyalty Marketing

Education
University of Virginia - Darden Graduate School of Business Administration   2008 — 2010
MBA, Finance, General

Peking University   2003 — 2004

Case Western Reserve University   1999 — 2003
BS, Management

Pittsford Mendon

Michael Yenason Michael Yenason Greater Philadelphia Area Details
Michael Yenason's UBS Wealth Management Experience May 2006 - August 2006
Job Senior Account Manager at Element Financial Corporation
Industry Banking
Experience
Element Financial Corporation  January 2015 - Present
PNC Equipment Finance  2009 - 2014
PNC Equipment Finance, LLC  2007 - 2009
UBS Wealth Management   May 2006 - August 2006
Merrill Lynch  May 2005 - August 2005

Skills
Financial Analysis, Contract Negotiation, Finance, Corporate Finance, Healthcare, Structured Finance, Interest Rate..., Interest Rate Swaps, Consulting, Start-ups, Treasury Management, Risk Management, Capital Markets, Mergers & Acquisitions, Portfolio Management, Credit, Financial Modeling, Commercial Lending, Asset Management, Credit Analysis, Loans, Executive Management, Investments, Due Diligence, Valuation, Financial Services, Cash Management, Relationship Management, Banking, Strategic Financial...

Education
Carnegie Mellon University   2003 — 2007
Bachelors of Science, Business Administration with Tracks in Finance and Manufacturing Management and Consulting

Carnegie Mellon University
Bachelor of Science (B.S.), Business Administration and Management, General; Finance; Manufacturing Management

Todd Holloman Todd Holloman Greater New York City Area Details
Todd Holloman's UBS Wealth Management Experience January 2002 - July 2004
Job Senior Operations Associate at Bonds.com
Industry Investment Banking
Experience
MTS Markets International, Inc.   July 2013 - Present
UBS Investment Bank  August 2010 - July 2013
UBS Investment Bank  June 2007 - August 2010
UBS Investment Bank  July 2006 - June 2007
Pitney Bowes  July 2004 - July 2006
UBS Wealth Management   January 2002 - July 2004

Skills
Fixed Income, Bloomberg, Equities, Trading, CDS, Electronic Trading, Middle Office, Securities, Market Data, Trading Systems, Series 7, Securities Lending, Interest Rate..., Settlement, Capital Markets, Equity Derivatives, Bloomberg Terminal, Series 63, Rates, Risk Management, MBS, Equity Trading, Bonds, Credit Derivatives, Derivatives, Emerging Markets, Financial Services, Investments, Prime Brokerage, Options, Interest Rates, Investment Banking, Finance, Hedge Funds, Management, Business Analysis, Financial Markets, Analysis, Mutual Funds, Structured Products, Financial Analysis, Process Improvement, FX Options, Valuation, Banking, Financial Modeling, Alternative Investments, Treasury, Back Office, Leadership

Education
Jack Welch Management Institute   2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.96

Bucknell University   1993 — 1997
Bachelor of Arts (B.A.), Finance and Economics

Mark Mattingly Mark Mattingly San Francisco, California Details
Mark Mattingly's UBS Wealth Management Experience May 2003 - March 2009
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan   March 2009 - Present
UBS Wealth Management   May 2003 - March 2009
Morgan Stanley Smith Barney  October 2000 - May 2003

Education
California State University-Chico   1990 — 1994

Aleksandr Zeltser Aleksandr Zeltser Pittsburgh, Pennsylvania Details
Aleksandr Zeltser's UBS Wealth Management Experience April 2011 - August 2011
Job Trader at Gelber Group
Industry Financial Services
Experience
Gelber Group LLC  November 2014 - Present
Chicago Trading Company  May 2013 - August 2013
PNC  June 2012 - August 2012
UBS Wealth Management   April 2011 - August 2011
AleksandrZeltser.com   May 2009 - January 2010

Skills
Investments, Finance, Microsoft Excel, Python, PowerPoint, Trading, Operating Systems, Market Making, Equities, Java, Blogging

Education
Carnegie Mellon University   2010 — 2014
Statistics and Finance, Double Major Statistics and Finance

duPont Manual High School   2007 — 2010
High School Diploma with Honors

Saqib Iqbal Saqib Iqbal Greater Los Angeles Area Details
Saqib Iqbal's UBS Wealth Management Experience 2008 - 2009
Job Clinical Social Worker
Industry Mental Health Care
Experience
Pacific Clinics - Portals   September 2014 - Present
Community Family Guidance Center  July 2013 - April 2014
Los Angeles Centers for Alcohol and Drug Abuse (LA CADA)   August 2012 - June 2013
Scottrade  2010 - 2012
UBS Wealth Management   2008 - 2009

Education
University of Southern California   2012 — 2014
Master of Social Work (MSW), Mental Health

California State University-Long Beach   2005 — 2010
MA, Comparative Religion

Cal State Fullerton   2002 — 2004
Bachelor of Arts (BA), Communications / Advertising

Abu Rasel Abu Rasel Greater Los Angeles Area Details
Abu Rasel's UBS Wealth Management Experience June 2009 - August 2009
Job Taxation
Industry Government Administration
Experience
State of California  April 2011 - Present
UBS Wealth Management   June 2009 - August 2009
Wienerschnitzel  September 2003 - August 2007

Education
California State University-Northridge   2007 — 2009
Bachelor of Science, Finance

Los Angeles Valley College   2005 — 2007
AA, Economics

Christine Schwartz Christine Schwartz Columbus, Ohio Area Details
Christine Schwartz's UBS Wealth Management Experience June 2010 - June 2011
Job Legal Intern at State Medical Board of Ohio
Industry Financial Services
Experience
State Medical Board of Ohio  October 2013 - Present
Maguire & Schneider, LLP   October 2012 - Present
Franklin County Court of Common Pleas  May 2012 - August 2012
Citi  June 2011 - August 2011
UBS Wealth Management   June 2010 - June 2011

Skills
Legal Research, Legal Writing, Microsoft Office, Financial Analysis, Banking, Customer Service, Microsoft Excel

Education
Capital University Law School   2011 — 2014

Capital University   2007 — 2011
Financial Economics, Marketing

Azhar Rahman Azhar Rahman Greater Chicago Area Details
Azhar Rahman's UBS Wealth Management Experience August 2014 - June 2015
Job Distribution Finance Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group  June 2015 - Present
UBS Wealth Management   August 2014 - June 2015
Wheaton Franciscan Healthcare  June 2013 - May 2014
UBS Wealth Management   August 2012 - June 2013
Carroll University  September 2009 - May 2013

Skills
Customer Service, Microsoft Excel, Microsoft Office, Management, Help Desk Support, Time Management, Finance, Financial Reporting, Treasury Management, Access, Expression Web, Active Directory, Numara Track-It, Bloomberg, Salesforce.com

Education
Roosevelt University   2014 — 2016
Master of Business Administration (M.B.A.), Finance

Carroll University   2009 — 2013
Bachelor of Science in Business Administration, Finance, Information Technology

The City School, PAF Chapter   2007 — 2009
GCE A' Level, Economics

The City School, Darakhshan Campus
GCE O' Level, Biology

Isaac Mulvihill Isaac Mulvihill West Palm Beach, Florida Details
Isaac Mulvihill's UBS Wealth Management Experience June 2010 - August 2010
Job Co Founder at CartLess
Industry Retail
Experience
CartLess   July 2014 - Present
UBS Wealth Management   June 2010 - August 2010
TF Publishing  May 2009 - August 2009

Skills
Sales, Marketing Strategy, Social Media, Social Networking, Microsoft Office, Social Media Marketing, Event Planning, Marketing, Microsoft Excel, Leadership, PowerPoint, Finance

Education
Butler University   2006 — 2010
Bachelors, Finance

Butler University - College of Business Administration   2006 — 2010
Bachelor of Science (BS), Finance

Deniz Kalaycioglu Deniz Kalaycioglu Greater New York City Area Details
Deniz Kalaycioglu's UBS Wealth Management Experience May 2010 - June 2010
Job Banking and Credit Services Consultant at Accenture
Industry Management Consulting
Experience
Accenture  September 2014 - Present
Accenture  October 2012 - September 2014
Carnegie Mellon University  August 2010 - October 2012
Ellington Management Group  May 2011 - July 2011
MasterCard  June 2010 - August 2010
UBS Wealth Management   May 2010 - June 2010

Skills
Microsoft Office, Business Analysis, SQL, Java, Mortgage Banking, Agency MBS, Residential Mortgages, IT Service Delivery, Business Requirements, Asset-backed..., PowerPoint, Analysis, Statistics, Visio, Access, Microsoft SQL Server, Microsoft Excel, Business Process Design, Agile Methodologies, XML, Databases, CMBS, SDLC, Requirements Analysis, Functional Requirements, Business Operations, System Testing, Technology Integration, Program Management, Project Management

Education
Carnegie Mellon University - Tepper School of Business   2008 — 2012
Bachelor of Science (B.S.), Business Administration, Presidential Scholarship, Graduated with Honors

Jay Brummel Jay Brummel Ann Arbor, Michigan Details
Jay Brummel's UBS Wealth Management Experience January 2013 - May 2013
Job Event Management Coordinator at University of Michigan
Industry Sports
Experience
University of Michigan  July 2014 - Present
Indiana University Bloomington  August 2013 - July 2014
UBS Wealth Management   January 2013 - May 2013
Iowa Sports Foundation  May 2012 - July 2012

Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Access, Sports, Leadership, Teamwork, Event Management, Social Networking, Time Management

Education
Indiana University Bloomington   2013 — 2014
Master’s Degree, Athletic Administration

Butler University   2010 — 2013
Bachelor’s Degree, Finance

Iowa State University   2009 — 2010

Cedar Falls

Brandt Wagley, AAMS Brandt Wagley, AAMS Indianapolis, Indiana Area Details
Brandt Wagley, AAMS's UBS Wealth Management Experience June 2013 - Present
Job Registered Client Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2013 - Present
Charles Schwab  November 2011 - June 2013
Charles Schwab  August 2011 - November 2011
Charles Schwab  June 2008 - August 2011

Education
Butler University - College of Business Administration   2003 — 2008
B.S., Finance, Accounting

Glenbrook South High School   1999 — 2003

Alexander Labib Alexander Labib New York, New York Details
Alexander Labib's UBS Wealth Management Experience September 2010 - December 2010
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   December 2014 - Present
JPMorgan Chase & Co.   July 2012 - December 2014
Emory University  August 2011 - December 2011
Emory University  January 2010 - December 2011
Invesco  May 2011 - August 2011
UBS Wealth Management   September 2010 - December 2010
Delta Air Lines  May 2010 - August 2010

Skills
Financial Modeling, Financial Analysis, DCF, Finance, Analysis, Business Communications, Coaching, Business Strategy, PowerPoint, Corporate Finance, Investments, Data Analysis, Social Media, Microsoft Office, Valuation

Education
Cass Business School   2012 — 2012
Bachelor's degree, Finance

Emory University
BA, International Economics

Emory University - Goizueta Business School
BBA, Finance

Marist High School

Marist High School

Robert Salazar Robert Salazar Greater Los Angeles Area Details
Robert Salazar's UBS Wealth Management Experience May 2007 - November 2008
Job Selling District Sales Manager
Industry Information Technology and Services
Experience
Paychex  March 2009 - Present
The Whole Child  July 2013 - Present
Merrill Lynch  November 2008 - January 2009
UBS Wealth Management   May 2007 - November 2008
Atrilogy Solutions Group  June 2006 - May 2007
ADP  June 2003 - June 2006
Oracle  April 2000 - June 2003
ADP  September 1996 - March 2000

Skills
New Business Development, Sales Process, Account Management, Team Leadership, Focus On Results, Salesforce.com, Cloud Computing, Solution Selling, Complex Sales, Business Analysis, Business Process..., Business Process, Sales, Business Strategy, Employee Benefits, SaaS, HRIS, Recruiting

Education
California State University-Fullerton - College of Business and Economics
BA, Economics

Laurie Marthaler Laurie Marthaler Johnstown, Colorado Details
Laurie Marthaler's UBS Wealth Management Experience 2006 - 2012
Job Customer Support and Contract Specialist at Computer Services, Inc.
Industry Executive Office
Experience
UBS Wealth Management   2006 - 2012
First Quadrant  2006 - 2006
Wedbush Securities  1999 - 2006

Skills
Investments, Outsourcing, Banking, Customer Service, Series 7, Financial Analysis, Financial Services, Management, Sales, Leadership, Business Development, CRM, Risk Management, Portfolio Management

Education
California State University-Northridge
Bachelor of Science (B.S.), Business Administration, Finance

Steven Goldman,CFP® Steven Goldman,CFP® Greater Los Angeles Area Details
Steven Goldman,CFP®'s UBS Wealth Management Experience June 2014 - Present
Job Associate Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   June 2014 - Present
Union Bank  2011 - May 2014
Wells Fargo  2008 - 2011
Wells Fargo  2006 - 2008

Skills
Banking, Portfolio Management, Loans, Wealth Preservation..., Wealth Tec, Microsoft Office, Finanical Planning, Wealth Management..., Estate Planning, Insurance, Strategic Financial...

Education
Golden Gate University   2012 — 2015
Master of Science (M.S.), Taxation

College for Financial Planning   2010 — 2012
Master of Science (M.S.), Personal Financial Planning

California State University-San Bernardino   2004 — 2005
Bachelor of Arts (B.A.), Business Adminstration/Finance

Christopher Butsko Christopher Butsko Greater Pittsburgh Area Details
Christopher Butsko's UBS Wealth Management Experience October 2004 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   October 2004 - Present
Accenture  August 2000 - October 2004

Education
Carnegie Mellon University - Tepper School of Business   2006 — 2008
Master of Business Administration (M.B.A.), Business Administration, Finance

Carnegie Mellon University   1999 — 2000
Master of Science (M.S.), Information Systems Management

Carnegie Mellon University   1995 — 1999
Bachelor of Science (B.S.), Business Administration

Michael Sigler Michael Sigler Greater Los Angeles Area Details
Michael Sigler's UBS Wealth Management Experience April 2012 - May 2013
Job Executive Search Consultant at Security Search and Consulting
Industry Staffing and Recruiting
Experience
Security Search and Consulting  April 2014 - Present
UBS Wealth Management   April 2012 - May 2013

Skills
Team Building, Sales Presentations, Cold Calling, New Business Development, Marketing, Direct Sales, Sales, Customer Service, Sales Management, Selling, Customer Satisfaction, Account Management, Sales Operations, Solution Selling, Recruiting, Sales Process, Networking, Building Relationships, Hiring, Security, Sourcing, Technical Recruiting, Talent Acquisition, Training, Applicant Tracking..., Human Resources, Contract Recruitment, Internet Recruiting, Executive Search, Leadership, Consulting, Performance Management, Employee Relations, Talent Management, Management, Business Development, Taleo, Contract Negotiation, Team Leadership, Strategic Planning, Project Management, Executive Management, Operations Management, CCTV, Access Control, Microsoft Office, Troubleshooting, Project Planning, Surveillance, Customer Retention

Education
California Lutheran University   2010 — 2014
Bachelor of Science, Business Administration, Management and Finance

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