UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Scott Schoenfeld Scott Schoenfeld's UBS Wealth Management Experience September 2008 - July 2010
Job Wealth Management
Industry Investment Management
Experience
BMO Capital Markets 2012 - 2014
UBS Wealth Management September 2008 - July 2010
Lehman Brothers August 2006 - September 2008
New Balance February 2005 - August 2006
New Balance August 2002 - February 2005
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Colby College 1998 — 2002
Bachelor of Science (BS)
BMO Capital Markets 2012 - 2014
UBS Wealth Management September 2008 - July 2010
Lehman Brothers August 2006 - September 2008
New Balance February 2005 - August 2006
New Balance August 2002 - February 2005
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Colby College 1998 — 2002
Bachelor of Science (BS)
Cecelia EJ Lee Cecelia EJ Lee's UBS Wealth Management Experience 2013 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management 2013 - Present
Education
Claremont Graduate University 2005 — 2008
Financial Engineering, Master of Science (MS)
University of Arizona 2000 — 2003
Finance, Bachelor of Science (BS)
UBS Wealth Management 2013 - Present
Education
Claremont Graduate University 2005 — 2008
Financial Engineering, Master of Science (MS)
University of Arizona 2000 — 2003
Finance, Bachelor of Science (BS)
Michelene Williams Nicholas Michelene Williams Nicholas's UBS Wealth Management Experience January 2013 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2013 - Present
Vanguard March 2012 - November 2012
Rollover Securities May 2009 - March 2012
TIAA-CREF June 2001 - September 2008
Skills
401k, 403 b, CRM, Wealth Management, Prospecting Skills, Call Centers, Relationship Management, Employee Training, Leadership, Cold Calling, Supervisory Experience, Trading, ERISA, Property & Casualty..., Siebel, Consultative Selling..., Brokerage, Qualified Retirement..., Investment Advisory, Mutual Funds, Retirement Planning, Defined Contribution, Defined Benefit, Variable Annuities
Education
Central Piedmont Community College
AS in Business, Business Administration, 4.0
Kaplan Financial 2010 — 2013
NASD/FINRA Training for Series 6, 7, 63, 65
Central Piedmont Community College
Real Estate & All Producer Insurance Licenses
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance in Belk Business School
UBS Wealth Management January 2013 - Present
Vanguard March 2012 - November 2012
Rollover Securities May 2009 - March 2012
TIAA-CREF June 2001 - September 2008
Skills
401k, 403 b, CRM, Wealth Management, Prospecting Skills, Call Centers, Relationship Management, Employee Training, Leadership, Cold Calling, Supervisory Experience, Trading, ERISA, Property & Casualty..., Siebel, Consultative Selling..., Brokerage, Qualified Retirement..., Investment Advisory, Mutual Funds, Retirement Planning, Defined Contribution, Defined Benefit, Variable Annuities
Education
Central Piedmont Community College
AS in Business, Business Administration, 4.0
Kaplan Financial 2010 — 2013
NASD/FINRA Training for Series 6, 7, 63, 65
Central Piedmont Community College
Real Estate & All Producer Insurance Licenses
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance in Belk Business School
Andy (Peter) Mohn Jr. Andy (Peter) Mohn Jr.'s UBS Wealth Management Experience 2013 - 2013
Job Associate at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2015 - Present
Robert Half Finance & Accounting February 2015 - March 2015
Bank of America September 2014 - February 2015
UBS Wealth Management 2013 - 2013
Corinthian Yacht Club May 2012 - August 2012
Gravity Fitness May 2011 - August 2011
Skills
Psychology, PowerPoint, Microsoft Excel, Communication, Team Leadership, Organization, Organizational..., Presentations, Negotiation, Social Media, Facebook, Microsoft Word, Customer Service, Client Presentation, Coordination, Mediation, Business Integration, Event Planning, Teamwork, Social Networking, Sales, Public Speaking, Microsoft Office
Education
Champlain College 2010 — 2014
Bachelor's Degree, Industrial and Organizational Psychology
Richmond, The American International University in London 2013 — 2013
Study Abroad Semester, Psychology
Marblehead High School
High School
Commonwealth Financial Group August 2015 - Present
Robert Half Finance & Accounting February 2015 - March 2015
Bank of America September 2014 - February 2015
UBS Wealth Management 2013 - 2013
Corinthian Yacht Club May 2012 - August 2012
Gravity Fitness May 2011 - August 2011
Skills
Psychology, PowerPoint, Microsoft Excel, Communication, Team Leadership, Organization, Organizational..., Presentations, Negotiation, Social Media, Facebook, Microsoft Word, Customer Service, Client Presentation, Coordination, Mediation, Business Integration, Event Planning, Teamwork, Social Networking, Sales, Public Speaking, Microsoft Office
Education
Champlain College 2010 — 2014
Bachelor's Degree, Industrial and Organizational Psychology
Richmond, The American International University in London 2013 — 2013
Study Abroad Semester, Psychology
Marblehead High School
High School
Cameron Fishman Cameron Fishman's UBS Wealth Management Experience May 2011 - August 2011
Job Account Manager for Southern California clients
Industry Financial Services
Experience
Sterling Administration March 2013 - Present
Martin J. Wolff & Company Inc. July 2012 - March 2013
Centre College 2008 - 2012
Northwestern Mutual May 2011 - August 2011
UBS Wealth Management May 2011 - August 2011
Studley May 2010 - August 2010
Gilbert-Krupin May 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Marketing, Voluntary Employee..., Microsoft Office, Public Speaking, Investments, Data Analysis, Economics, Customer Service, Research, Financial Modeling, Budgets, Health Insurance, Small Business, Time Management, Leadership, Employee Benefits, Microsoft Excel, Sales, Team Building, Social Networking
Education
Centre College 2008 — 2012
Bachelor's Degree, Mathematics
Sterling Administration March 2013 - Present
Martin J. Wolff & Company Inc. July 2012 - March 2013
Centre College 2008 - 2012
Northwestern Mutual May 2011 - August 2011
UBS Wealth Management May 2011 - August 2011
Studley May 2010 - August 2010
Gilbert-Krupin May 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Marketing, Voluntary Employee..., Microsoft Office, Public Speaking, Investments, Data Analysis, Economics, Customer Service, Research, Financial Modeling, Budgets, Health Insurance, Small Business, Time Management, Leadership, Employee Benefits, Microsoft Excel, Sales, Team Building, Social Networking
Education
Centre College 2008 — 2012
Bachelor's Degree, Mathematics
Kenneth Mang Kenneth Mang's UBS Wealth Management Experience June 2012 - August 2012
Job Portfolio Manager at USC Marshall School of Business
Industry Financial Services
Experience
Engajer February 2015 - Present
USC Marshall School of Business March 2014 - Present
University of Southern California September 2012 - Present
Stifel Financial Corp. June 2014 - August 2014
Beverly Hills Investment Company, LLC April 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Dennis Uniforms May 2010 - August 2012
Chapman University January 2012 - May 2012
Cornerstone Commercial Real Estate Services LLC May 2011 - May 2011
Skills
Finance, Valuation, Analysis, Microsoft Office, Due Diligence, Mathematics, JMP, HTML, Capital Markets, Capital IQ, Bloomberg, Java, Factiva, Financial Analysis, Financial Modeling, Portfolio Management
Education
USC 2012 — 2015
Bachelor's degree, Major in Business Administration; Minor in Mathematical Finance, Junior
Chapman University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
The Meadows School 2007 — 2011
High School
Engajer February 2015 - Present
USC Marshall School of Business March 2014 - Present
University of Southern California September 2012 - Present
Stifel Financial Corp. June 2014 - August 2014
Beverly Hills Investment Company, LLC April 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Dennis Uniforms May 2010 - August 2012
Chapman University January 2012 - May 2012
Cornerstone Commercial Real Estate Services LLC May 2011 - May 2011
Skills
Finance, Valuation, Analysis, Microsoft Office, Due Diligence, Mathematics, JMP, HTML, Capital Markets, Capital IQ, Bloomberg, Java, Factiva, Financial Analysis, Financial Modeling, Portfolio Management
Education
USC 2012 — 2015
Bachelor's degree, Major in Business Administration; Minor in Mathematical Finance, Junior
Chapman University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
The Meadows School 2007 — 2011
High School
Su Jitdumrong Su Jitdumrong's UBS Wealth Management Experience June 2013 - August 2013
Job Global Markets Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities 2014 - Present
Beijing Zhongze Women's Legal Services and Counseling Center January 2014 - January 2014
UBS Wealth Management June 2013 - August 2013
KPMG Thailand June 2012 - August 2012
Thailand Development Research Institute June 2011 - August 2011
Skills
SPSS, Data Analysis, Research, Microsoft Office, Stata, Financial Analysis, Eviews, Financial Modeling, Public Relations, Project Management, Photoshop, Community Outreach, Qualitative Research, Econometrics
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics, East Asian Studies
London School of Economics and Political Science 2012 — 2013
General Course Program, Economics and Statistics
Red Cross Nordic United World College, Flekke, Norway 2008 — 2010
High School, International Baccalaureate Diploma
Nomura Securities 2014 - Present
Beijing Zhongze Women's Legal Services and Counseling Center January 2014 - January 2014
UBS Wealth Management June 2013 - August 2013
KPMG Thailand June 2012 - August 2012
Thailand Development Research Institute June 2011 - August 2011
Skills
SPSS, Data Analysis, Research, Microsoft Office, Stata, Financial Analysis, Eviews, Financial Modeling, Public Relations, Project Management, Photoshop, Community Outreach, Qualitative Research, Econometrics
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics, East Asian Studies
London School of Economics and Political Science 2012 — 2013
General Course Program, Economics and Statistics
Red Cross Nordic United World College, Flekke, Norway 2008 — 2010
High School, International Baccalaureate Diploma
Massiel Delmonte Massiel Delmonte's UBS Wealth Management Experience November 2004 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2004 - Present
HIGH INTENSITY MONEY LAUNDERING AND OTHER FINANCIAL CRIMES AREA (HIFCA) November 2000 - November 2004
Skills
AML, Securities, Hedge Funds, Due Diligence, Investment Banking, FINRA, Equities, Capital Markets, Financial Services, Risk Management, KYC, Banking, Anti Money Laundering, Financial Risk, Mutual Funds
Education
City University of New York City College 2002 — 2003
Master of Arts (M.A.), International Relations
SUNY New Paltz 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
UBS Wealth Management November 2004 - Present
HIGH INTENSITY MONEY LAUNDERING AND OTHER FINANCIAL CRIMES AREA (HIFCA) November 2000 - November 2004
Skills
AML, Securities, Hedge Funds, Due Diligence, Investment Banking, FINRA, Equities, Capital Markets, Financial Services, Risk Management, KYC, Banking, Anti Money Laundering, Financial Risk, Mutual Funds
Education
City University of New York City College 2002 — 2003
Master of Arts (M.A.), International Relations
SUNY New Paltz 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
William Taft William Taft's UBS Wealth Management Experience June 2012 - August 2012
Job Senior Associate | Management Consulting at McGladrey
Industry Management Consulting
Experience
McGladrey October 2015 - Present
McGladrey July 2013 - Present
Colby College August 2009 - May 2013
UBS Wealth Management June 2012 - August 2012
Ops-Core, Inc May 2010 - August 2011
Skills
Microsoft Office, Data Analysis, Research, Event Planning, Leadership, Stata, Microsoft Word, Project Management, Business Process..., Business Strategy, IT Strategy, Software Selection, Microsoft Excel, Statistics, Analysis, Consulting, Financial Modeling, Management Consulting, ERP Software, Business Analytics, Budgeting & Forecasting, Teamwork
Education
Colby College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Dover-Sherborn Regional High School 2005 — 2009
McGladrey October 2015 - Present
McGladrey July 2013 - Present
Colby College August 2009 - May 2013
UBS Wealth Management June 2012 - August 2012
Ops-Core, Inc May 2010 - August 2011
Skills
Microsoft Office, Data Analysis, Research, Event Planning, Leadership, Stata, Microsoft Word, Project Management, Business Process..., Business Strategy, IT Strategy, Software Selection, Microsoft Excel, Statistics, Analysis, Consulting, Financial Modeling, Management Consulting, ERP Software, Business Analytics, Budgeting & Forecasting, Teamwork
Education
Colby College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Dover-Sherborn Regional High School 2005 — 2009
Katerina Smotrich Katerina Smotrich's UBS Wealth Management Experience November 2006 - April 2007
Job Futures and Options Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas November 2014 - Present
BNY Mellon September 2013 - August 2014
Happy Little Humans April 2011 - May 2013
NYSE Euronext May 2012 - August 2012
Bank of America Merrill Lynch June 2011 - September 2011
Victoria's Secret September 2009 - February 2010
Deutsche Bank June 2008 - September 2008
UBS Wealth Management November 2006 - April 2007
Skills
Market Data, Equities, Equity Trading, Derivatives, Securities, Swaps, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Economics, Analytics, Banking, Research, Portfolio Management, Project Management, FIX, CASS, Trading, Social Media, Organization, Russian, Flexibility, Adaptability, Java
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Business Administration, 3.1
City University London 2012 — 2012
Bachelor of Arts (B.A.), International Business
High School of Economics and Finance 2005 — 2009
3.9
Columbia University in the City of New York 2007 — 2007
Summer Program for High School Students, Business/Managerial Economics
BNP Paribas November 2014 - Present
BNY Mellon September 2013 - August 2014
Happy Little Humans April 2011 - May 2013
NYSE Euronext May 2012 - August 2012
Bank of America Merrill Lynch June 2011 - September 2011
Victoria's Secret September 2009 - February 2010
Deutsche Bank June 2008 - September 2008
UBS Wealth Management November 2006 - April 2007
Skills
Market Data, Equities, Equity Trading, Derivatives, Securities, Swaps, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Economics, Analytics, Banking, Research, Portfolio Management, Project Management, FIX, CASS, Trading, Social Media, Organization, Russian, Flexibility, Adaptability, Java
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Business Administration, 3.1
City University London 2012 — 2012
Bachelor of Arts (B.A.), International Business
High School of Economics and Finance 2005 — 2009
3.9
Columbia University in the City of New York 2007 — 2007
Summer Program for High School Students, Business/Managerial Economics
Nolan Mickey Nolan Mickey's UBS Wealth Management Experience October 2009 - December 2009
Job Junior Investment Analyst at Main Street Renewal
Industry Financial Services
Experience
Main Street Renewal January 2014 - Present
Bloomberg LP February 2013 - Present
TD Bank Group June 2011 - August 2011
UBS Wealth Management October 2009 - December 2009
DailyFX.com July 2009 - August 2009
Princeton University June 2009 - June 2009
Digital Look March 2009 - April 2009
Mass Connections January 2007 - May 2008
Skills
Wealth Management, Data Modeling, Budget Monitoring, Market Research, Consultancy, Portfolio Management, Financial Research, M&A analysis, Customer Service, Project Management, Construction Management, Efficiency Analysis, Game Theory, Digital Marketing, Cold Calling, Microsoft Office, Eagle Scout, Technical Analysis, Visual Basic, MS Excel Pivot Tables, Bloomberg Terminal, Fundamental Analysis, FX Trading, HTML, Java, Google Analytics, Marketing Communications, Public Speaking, Microsoft Excel, Microsoft Word, Sales, Online Advertising, Finance, CRM, Social Networking, Bloomberg, Electronic Trading, Fixed Income, Equity Research, Financial Services, Data Analysis
Education
Villanova University 2008 — 2012
Bachelor of Business Administration, Finance & Economics
City University of Hong Kong 2011 — 2011
Economics, Mandarin
Main Street Renewal January 2014 - Present
Bloomberg LP February 2013 - Present
TD Bank Group June 2011 - August 2011
UBS Wealth Management October 2009 - December 2009
DailyFX.com July 2009 - August 2009
Princeton University June 2009 - June 2009
Digital Look March 2009 - April 2009
Mass Connections January 2007 - May 2008
Skills
Wealth Management, Data Modeling, Budget Monitoring, Market Research, Consultancy, Portfolio Management, Financial Research, M&A analysis, Customer Service, Project Management, Construction Management, Efficiency Analysis, Game Theory, Digital Marketing, Cold Calling, Microsoft Office, Eagle Scout, Technical Analysis, Visual Basic, MS Excel Pivot Tables, Bloomberg Terminal, Fundamental Analysis, FX Trading, HTML, Java, Google Analytics, Marketing Communications, Public Speaking, Microsoft Excel, Microsoft Word, Sales, Online Advertising, Finance, CRM, Social Networking, Bloomberg, Electronic Trading, Fixed Income, Equity Research, Financial Services, Data Analysis
Education
Villanova University 2008 — 2012
Bachelor of Business Administration, Finance & Economics
City University of Hong Kong 2011 — 2011
Economics, Mandarin
Daniel Hafford Daniel Hafford's UBS Wealth Management Experience January 2010 - September 2011
Job VP, Internal Sales Director at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers August 2014 - Present
Cohen & Steers September 2011 - July 2014
UBS Wealth Management January 2010 - September 2011
Bank of America August 2008 - February 2010
E*TRADE Financial February 2007 - July 2008
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Corporate Finance, Bloomberg, Banking
Education
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Financial Management
Cohen & Steers August 2014 - Present
Cohen & Steers September 2011 - July 2014
UBS Wealth Management January 2010 - September 2011
Bank of America August 2008 - February 2010
E*TRADE Financial February 2007 - July 2008
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Corporate Finance, Bloomberg, Banking
Education
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Financial Management
Debveda Berry-Moore Debveda Berry-Moore's UBS Wealth Management Experience November 2006 - April 2009
Job CBO (Chief Baking Officer), Lumpasugah, LLC & Freelance Producer, Corporate Events
Industry Events Services
Experience
Lumpasugah LLC February 2014 - Present
Trinity Christian Center March 2014 - Present
Drury Design Dynamics April 2015 - May 2015
BCD Meetings & Incentives LLC June 2011 - January 2014
BCD Meetings & Incentives LLC April 2010 - June 2011
Freelance, Meeting Planner April 2009 - April 2010
UBS Wealth Management November 2006 - April 2009
Self Employed 1997 - 2006
Spot Creative, Inc. January 2002 - December 2004
Jack Morton Worldwide 1994 - 1996
Skills
Budgets, Contract Negotiation, Spreadsheets, Corporate Events, Meeting Planning, Site Selections, Event Management, Event Planning, Trade Shows, Relationship Marketing, AV, Production Managment, Registration, Marketing Communications, Hospitality, Incentives, Live Events, Project Management, Management, Training, Leadership, Production Management
Education
City University of New York-Brooklyn College
BA, Theatre, English
Lumpasugah LLC February 2014 - Present
Trinity Christian Center March 2014 - Present
Drury Design Dynamics April 2015 - May 2015
BCD Meetings & Incentives LLC June 2011 - January 2014
BCD Meetings & Incentives LLC April 2010 - June 2011
Freelance, Meeting Planner April 2009 - April 2010
UBS Wealth Management November 2006 - April 2009
Self Employed 1997 - 2006
Spot Creative, Inc. January 2002 - December 2004
Jack Morton Worldwide 1994 - 1996
Skills
Budgets, Contract Negotiation, Spreadsheets, Corporate Events, Meeting Planning, Site Selections, Event Management, Event Planning, Trade Shows, Relationship Marketing, AV, Production Managment, Registration, Marketing Communications, Hospitality, Incentives, Live Events, Project Management, Management, Training, Leadership, Production Management
Education
City University of New York-Brooklyn College
BA, Theatre, English
Derek Stapleton's UBS Wealth Management Experience June 2001 - June 2004
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Stapleton Financial Services, LLC January 2012 - November 2012
Habersham Metal Products Company, Inc. June 2004 - December 2011
UBS Wealth Management June 2001 - June 2004
Skills
Forecasting, Financial Reporting, Managerial Finance, Risk Management, Portfolio Management, Investments, Financial Analysis, Accounting, Finance, Small Business, Investment Advisory, Financial Advisory, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Strategic Financial..., Alternative Investments, Employee Benefits, High Net Worth..., Strategic Planning, Cash Management, Estate Planning, Leadership, Insurance
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Georgia Institute of Technology
The Art & Science of Leadership
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management
Merrill Lynch April 2013 - Present
Stapleton Financial Services, LLC January 2012 - November 2012
Habersham Metal Products Company, Inc. June 2004 - December 2011
UBS Wealth Management June 2001 - June 2004
Skills
Forecasting, Financial Reporting, Managerial Finance, Risk Management, Portfolio Management, Investments, Financial Analysis, Accounting, Finance, Small Business, Investment Advisory, Financial Advisory, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Strategic Financial..., Alternative Investments, Employee Benefits, High Net Worth..., Strategic Planning, Cash Management, Estate Planning, Leadership, Insurance
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Georgia Institute of Technology
The Art & Science of Leadership
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management
Niraj Shah Niraj Shah's UBS Wealth Management Experience June 2008 - August 2008
Job Associate Brand Manager BENGAY at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson August 2014 - Present
Johnson & Johnson December 2012 - August 2014
Johnson & Johnson March 2012 - December 2012
Johnson & Johnson July 2011 - March 2012
Microsoft September 2008 - June 2011
University of North Carolina at Chapel Hill August 2008 - May 2011
Altria May 2010 - August 2010
Altria June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Cross-functional Team..., Marketing, Strategy, Brand Management, CRM, Analytics, FMCG, Sales, Budgets, Sales Process, Competitive Analysis, Marketing Strategy, Customer Insight, Product Marketing, Data Analysis, Strategic Planning, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
B.S. Business Administration
Chulalongkorn University 2010 — 2010
International Exchange Student Program
Johnson & Johnson August 2014 - Present
Johnson & Johnson December 2012 - August 2014
Johnson & Johnson March 2012 - December 2012
Johnson & Johnson July 2011 - March 2012
Microsoft September 2008 - June 2011
University of North Carolina at Chapel Hill August 2008 - May 2011
Altria May 2010 - August 2010
Altria June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Cross-functional Team..., Marketing, Strategy, Brand Management, CRM, Analytics, FMCG, Sales, Budgets, Sales Process, Competitive Analysis, Marketing Strategy, Customer Insight, Product Marketing, Data Analysis, Strategic Planning, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
B.S. Business Administration
Chulalongkorn University 2010 — 2010
International Exchange Student Program
Dale Giedd Dale Giedd's UBS Wealth Management Experience September 2006 - September 2010
Job Sales Director Europe at Gaumard Scientific
Industry Medical Devices
Experience
Gaumard® Scientific February 2011 - Present
UBS Wealth Management September 2006 - September 2010
GE Money Bank October 2002 - September 2006
Philips Medical Systems October 2001 - September 2002
Cognos August 2000 - September 2001
Sybron Dental Specialties July 1997 - July 2000
3M March 1990 - June 1997
Skills
Key Account Management, Sales Management, New Business Development, B2B, Marketing Management, Business Development, Product Management, International Sales, Marketing Strategy, Business Strategy, International Business, Product Development, Languages, Contract Negotiation, RFP Generation, Managing Distribution..., Sales Force Development, Solution Selling, P&L Management, Budget Forecasts, Consultative Sales..., Strategic Planning, Management, Go-to-market Strategy, Market Research, Lead Generation, Enterprise Software, Direct Marketing, Sales, International Marketing, Marketing Communications, Sales Operations, Sales Manager
Education
City University of Seattle
Business Administration
Gaumard® Scientific February 2011 - Present
UBS Wealth Management September 2006 - September 2010
GE Money Bank October 2002 - September 2006
Philips Medical Systems October 2001 - September 2002
Cognos August 2000 - September 2001
Sybron Dental Specialties July 1997 - July 2000
3M March 1990 - June 1997
Skills
Key Account Management, Sales Management, New Business Development, B2B, Marketing Management, Business Development, Product Management, International Sales, Marketing Strategy, Business Strategy, International Business, Product Development, Languages, Contract Negotiation, RFP Generation, Managing Distribution..., Sales Force Development, Solution Selling, P&L Management, Budget Forecasts, Consultative Sales..., Strategic Planning, Management, Go-to-market Strategy, Market Research, Lead Generation, Enterprise Software, Direct Marketing, Sales, International Marketing, Marketing Communications, Sales Operations, Sales Manager
Education
City University of Seattle
Business Administration
Jean E. Patton Jean E. Patton's UBS Wealth Management Experience January 2008 - October 2009
Job Senior Learning and Development Professional
Industry Financial Services
Experience
UBS April 2010 - September 2011
UBS November 2009 - March 2010
UBS Wealth Management January 2008 - October 2009
Credit Suisse April 2007 - September 2007
Credit Suisse July 2006 - March 2007
SIAC October 1998 - February 2005
SIAC October 1992 - September 1998
Skills
Learning Management, Leading Diverse Teams, Training Needs Analysis, Training Delivery, Executive Coaching, Mentoring, Staff Development
Education
City University of New York City College
Bachelor of Arts (B.A.), Psychology
UBS April 2010 - September 2011
UBS November 2009 - March 2010
UBS Wealth Management January 2008 - October 2009
Credit Suisse April 2007 - September 2007
Credit Suisse July 2006 - March 2007
SIAC October 1998 - February 2005
SIAC October 1992 - September 1998
Skills
Learning Management, Leading Diverse Teams, Training Needs Analysis, Training Delivery, Executive Coaching, Mentoring, Staff Development
Education
City University of New York City College
Bachelor of Arts (B.A.), Psychology
Yvrande Boute Yvrande Boute's UBS Wealth Management Experience 2007 - 2010
Job Medical Coding and Billing
Industry Hospital & Health Care
Experience
UBS Wealth Management 2007 - 2010
Skills
Strong time management..., Excellent oral and..., Medical Terminology,..., Proficient in CPT 4..., Microsoft Office, Microsoft Excel, Insurance, Medicare,..., CPT 4 Coding, ICD-9-CM, HCPCS
Education
Roxbury Institute for Medical Management 2011 — 2012
Outpatient/Ambulatory Surgery Coding and Billing
John Jay College of Criminal Justice 1992 — 1996
Bachelor's degree, Legal Studies, General
St. Edmund's Prep HS 1992 — 1996
Diploma, General Studies
UBS Wealth Management 2007 - 2010
Skills
Strong time management..., Excellent oral and..., Medical Terminology,..., Proficient in CPT 4..., Microsoft Office, Microsoft Excel, Insurance, Medicare,..., CPT 4 Coding, ICD-9-CM, HCPCS
Education
Roxbury Institute for Medical Management 2011 — 2012
Outpatient/Ambulatory Surgery Coding and Billing
John Jay College of Criminal Justice 1992 — 1996
Bachelor's degree, Legal Studies, General
St. Edmund's Prep HS 1992 — 1996
Diploma, General Studies
Jonathan Kessler Jonathan Kessler's UBS Wealth Management Experience 2010 - 2012
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan, Global Wealth Management March 2013 - Present
UBS Wealth Management 2010 - 2012
Merrill Lynch 2010 - 2010
Merrill Lynch 2008 - 2010
Merrill Lynch 2002 - 2007
Merrill Lynch HSBC 2000 - 2002
Merrill Lynch 1997 - 2000
Booz Allen Hamilton 1994 - 1997
NatWest Bank 1987 - 1992
Skills
Wealth Management, Private Banking, Mortgage Lending, Securities Lending, Business Strategy, Business Development, Wealth Management..., Series 24, Series 7, Investment Banking, Securities, Capital Markets, Portfolio Management, Cards, Business Analysis, Financial Analysis, Strategy, Credit, Banking, Equities, Financial Structuring, Investments, Fixed Income, Hedge Funds
Education
The University of Chicago 1992 — 1994
MBA, Finance / Accounting
Colgate University 1983 — 1987
BA, Biology
J.P. Morgan, Global Wealth Management March 2013 - Present
UBS Wealth Management 2010 - 2012
Merrill Lynch 2010 - 2010
Merrill Lynch 2008 - 2010
Merrill Lynch 2002 - 2007
Merrill Lynch HSBC 2000 - 2002
Merrill Lynch 1997 - 2000
Booz Allen Hamilton 1994 - 1997
NatWest Bank 1987 - 1992
Skills
Wealth Management, Private Banking, Mortgage Lending, Securities Lending, Business Strategy, Business Development, Wealth Management..., Series 24, Series 7, Investment Banking, Securities, Capital Markets, Portfolio Management, Cards, Business Analysis, Financial Analysis, Strategy, Credit, Banking, Equities, Financial Structuring, Investments, Fixed Income, Hedge Funds
Education
The University of Chicago 1992 — 1994
MBA, Finance / Accounting
Colgate University 1983 — 1987
BA, Biology
Mark Di Chesere Mark Di Chesere's UBS Wealth Management Experience 2002 - 2005
Job Seasoned Sales and Key Account Manager Adept at Quickly Building Rapport
Industry Aviation & Aerospace
Experience
UnitedHealthcare October 2012 - Present
Independent 2005 - November 2012
UBS Wealth Management 2002 - 2005
The Financial Independence Group 1996 - 2002
Eaton Aerospace 1989 - 1996
Eaton Corporation 1985 - 1989
Eaton Corporation 1982 - 1985
Eaton Corporation 1981 - 1982
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Strategic Financial..., Valuation, Asset Managment, Investment Strategies, Wealth Management, Alternative Investments, ETFs, Asset Allocation, Fixed Income, Securities, Value Investing, Equity Research, Hedge Funds, Capital Markets, Options, Key Account Management, Asset Management, Sales, Business Development, New Business Development, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Master of Science, Personal Financial Planning
Clarkson University 1976 — 1981
B.S., Industrial Distribution (Engineering & Management)
The Aquinas Institute
New York State Regents Diploma
UnitedHealthcare October 2012 - Present
Independent 2005 - November 2012
UBS Wealth Management 2002 - 2005
The Financial Independence Group 1996 - 2002
Eaton Aerospace 1989 - 1996
Eaton Corporation 1985 - 1989
Eaton Corporation 1982 - 1985
Eaton Corporation 1981 - 1982
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Strategic Financial..., Valuation, Asset Managment, Investment Strategies, Wealth Management, Alternative Investments, ETFs, Asset Allocation, Fixed Income, Securities, Value Investing, Equity Research, Hedge Funds, Capital Markets, Options, Key Account Management, Asset Management, Sales, Business Development, New Business Development, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
Master of Science, Personal Financial Planning
Clarkson University 1976 — 1981
B.S., Industrial Distribution (Engineering & Management)
The Aquinas Institute
New York State Regents Diploma
Dan Grzejka Dan Grzejka's UBS Wealth Management Experience May 1998 - July 2008
Job Technical Project Manager III at TD Bank
Industry Information Technology and Services
Experience
TD Bank April 2015 - Present
Metro Solutions March 2012 - August 2014
DEM IT Consulting Services February 2009 - February 2012
UBS Wealth Management May 1998 - July 2008
Pershing June 1996 - May 1998
United Parcel Service 1996 - 1998
UPS 1993 - 1996
Education
Chubb Institute 1991 — 1992
Dilpoma, Computer Programming
City University of New York-College of Staten Island 1988 — 1991
Management / Computer Science
TD Bank April 2015 - Present
Metro Solutions March 2012 - August 2014
DEM IT Consulting Services February 2009 - February 2012
UBS Wealth Management May 1998 - July 2008
Pershing June 1996 - May 1998
United Parcel Service 1996 - 1998
UPS 1993 - 1996
Education
Chubb Institute 1991 — 1992
Dilpoma, Computer Programming
City University of New York-College of Staten Island 1988 — 1991
Management / Computer Science
Daniel Menendez's UBS Wealth Management Experience January 2008 - December 2008
Job Area Director Citibank
Industry Financial Services
Experience
Citi December 2013 - Present
Citi May 2013 - November 2013
Citibank July 2010 - May 2013
Citi June 2009 - July 2010
Target November 2008 - June 2009
UBS Wealth Management January 2008 - December 2008
Skills
Mortgage Lending, Banking, Retail Banking, Sales, Consumer Lending, Relationship Management, Cross Selling, Coaching, Finance, Real Estate, Mortgage Banking, Business Planning, Customer Service, Credit, Loans, Small Business Lending, Strategic Planning, Branch Management, Series 7, Series 63, KYC, Series 6, Commercial Banking, Investments, Leadership, Management, Cash Management, Financial Services, Commercial Lending, Credit Analysis, Business Development, Credit Cards, Portfolio Management, Sales Management, Credit Risk, Risk Management, AML, Financial Risk, Branch Banking, Lines Of Credit, Loan Origination, Wealth Management
Education
City University of New York-Brooklyn College 2004 — 2008
Bachelor of Science, Business Management and Finance
Citi December 2013 - Present
Citi May 2013 - November 2013
Citibank July 2010 - May 2013
Citi June 2009 - July 2010
Target November 2008 - June 2009
UBS Wealth Management January 2008 - December 2008
Skills
Mortgage Lending, Banking, Retail Banking, Sales, Consumer Lending, Relationship Management, Cross Selling, Coaching, Finance, Real Estate, Mortgage Banking, Business Planning, Customer Service, Credit, Loans, Small Business Lending, Strategic Planning, Branch Management, Series 7, Series 63, KYC, Series 6, Commercial Banking, Investments, Leadership, Management, Cash Management, Financial Services, Commercial Lending, Credit Analysis, Business Development, Credit Cards, Portfolio Management, Sales Management, Credit Risk, Risk Management, AML, Financial Risk, Branch Banking, Lines Of Credit, Loan Origination, Wealth Management
Education
City University of New York-Brooklyn College 2004 — 2008
Bachelor of Science, Business Management and Finance
Bill Hawks's UBS Wealth Management Experience September 2009 - September 2010
Job Director of Business Development at SeedSpark
Industry Information Technology and Services
Experience
SeedSpark January 2014 - Present
Stalwart January 2012 - December 2013
UNCW Marketing and Communications April 2011 - July 2011
Stalwart October 2009 - May 2011
UBS Wealth Management September 2009 - September 2010
UNCW August 2009 - August 2010
UNCW April 2009 - December 2009
UNCW July 2009 - August 2009
UNCW November 2008 - August 2009
Skills
Social Media, Marketing, Lead Generation, Email Marketing, Leadership, Public Speaking, Social Networking, Marketing Strategy, Event Management, Management, Sales, Training, Project Management, Networking, Digital Marketing, Strategic Leadership, Press Releases, Cultural Awareness, Problem Solving, Entrepreneurship, Editing, Writing, Final Cut Pro, CRM, Direct Marketing, Blogging, Global Strategy, Newsletters, Inbound Marketing, User Experience Design, Digital Strategy, Business Process..., Small Business...
Education
University of North Carolina at Wilmington 2011 — 2011
IMBA, IMBA - Finance
Universitat de València 2010 — 2011
IMBA, IMBA - Core Classes
University of North Carolina at Wilmington 2008 — 2010
B.S. Business Administration, Entrepreneurship and Business Development
Coastal Carolina University 2007 — 2008
PGA - Professional Golf Management
Covenant Day School 2003 — 2007
SeedSpark January 2014 - Present
Stalwart January 2012 - December 2013
UNCW Marketing and Communications April 2011 - July 2011
Stalwart October 2009 - May 2011
UBS Wealth Management September 2009 - September 2010
UNCW August 2009 - August 2010
UNCW April 2009 - December 2009
UNCW July 2009 - August 2009
UNCW November 2008 - August 2009
Skills
Social Media, Marketing, Lead Generation, Email Marketing, Leadership, Public Speaking, Social Networking, Marketing Strategy, Event Management, Management, Sales, Training, Project Management, Networking, Digital Marketing, Strategic Leadership, Press Releases, Cultural Awareness, Problem Solving, Entrepreneurship, Editing, Writing, Final Cut Pro, CRM, Direct Marketing, Blogging, Global Strategy, Newsletters, Inbound Marketing, User Experience Design, Digital Strategy, Business Process..., Small Business...
Education
University of North Carolina at Wilmington 2011 — 2011
IMBA, IMBA - Finance
Universitat de València 2010 — 2011
IMBA, IMBA - Core Classes
University of North Carolina at Wilmington 2008 — 2010
B.S. Business Administration, Entrepreneurship and Business Development
Coastal Carolina University 2007 — 2008
PGA - Professional Golf Management
Covenant Day School 2003 — 2007
Christian Schuler Christian Schuler's UBS Wealth Management Experience October 2008 - Present
Job Client Resolution Specialist at UBS Wealth Management Legal and Compliance
Industry Financial Services
Experience
UBS Wealth Management October 2008 - Present
Skills
Business Analysis, Financial Services, Analysis, Finance, Management, Windows 7, MS Project, Visio, Microsoft Office Xp, Client Relations Skills, Dispute Resolution, Client Service Oriented, Information Management, Information Systems, Business Requirements, IT Strategy, Vendor Management, IT Management, Requirements Gathering, Microsoft Office
Education
Stevens Institute of Technology 2009 — 2012
Master's degree, Management Information Systems, General, 3.96
Brooklyn College 2004 — 2007
Bachelor's degree, Business, Management and Finance
UBS Wealth Management October 2008 - Present
Skills
Business Analysis, Financial Services, Analysis, Finance, Management, Windows 7, MS Project, Visio, Microsoft Office Xp, Client Relations Skills, Dispute Resolution, Client Service Oriented, Information Management, Information Systems, Business Requirements, IT Strategy, Vendor Management, IT Management, Requirements Gathering, Microsoft Office
Education
Stevens Institute of Technology 2009 — 2012
Master's degree, Management Information Systems, General, 3.96
Brooklyn College 2004 — 2007
Bachelor's degree, Business, Management and Finance
Joe McCullough Joe McCullough's UBS Wealth Management Experience 2006 - 2006
Job Recruiting Manager at Robert Half Finance & Accounting 4048469010
Industry Internet
Experience
Robert Half Finance & Accounting 2014 - Present
SBM Site Services, LLC 2012 - 2013
SBM Site Services, LLC 2011 - 2012
SBM Site Services, LLC 2009 - 2011
SBM Site Services, LLC 2009 - 2009
UBS Wealth Management 2006 - 2006
Skills
Operations Management, Employee Relations, Customer Service, Facilities Management, Leadership, Contract Negotiation, Management, Program Management, Contract Management
Education
University of South Carolina-Columbia
Business Management, Entrepreneurship
Univerzita Karlova v Praze 2006 — 2006
Study abroad in Prague
Robert Half Finance & Accounting 2014 - Present
SBM Site Services, LLC 2012 - 2013
SBM Site Services, LLC 2011 - 2012
SBM Site Services, LLC 2009 - 2011
SBM Site Services, LLC 2009 - 2009
UBS Wealth Management 2006 - 2006
Skills
Operations Management, Employee Relations, Customer Service, Facilities Management, Leadership, Contract Negotiation, Management, Program Management, Contract Management
Education
University of South Carolina-Columbia
Business Management, Entrepreneurship
Univerzita Karlova v Praze 2006 — 2006
Study abroad in Prague
Christina Nalio Christina Nalio's UBS Wealth Management Experience 2004 - 2005
Job Director, Human Resources Staffing
Industry Staffing and Recruiting
Experience
The Forum Group March 2011 - Present
Global Employment Solutions September 2010 - March 2011
Various Companies 2006 - 2010
Nasdaq September 2005 - September 2006
UBS Wealth Management 2004 - 2005
UBS Wealth Management 1999 - 2004
PaineWebber 1995 - 1999
Skills
Recruiting, Employee Relations, Talent Acquisition, Talent Management, Onboarding, Deferred Compensation, Human Resources, Performance Appraisal, Organizational..., HRIS, Personnel Management, Employee Benefits, Applicant Tracking..., Executive Search, College Recruiting, Sourcing, Cold Calling, Internet Recruiting, Temporary Placement, Interviews, Performance Management, Screening, New Hire Orientations, Temporary Staffing, Screening Resumes, Staffing Services, Workforce Planning, Recruitment Advertising, Permanent Placement, Succession Planning, HR Policies, Hiring, HR Consulting, Employee Engagement, Search, Resume Writing
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
The Forum Group March 2011 - Present
Global Employment Solutions September 2010 - March 2011
Various Companies 2006 - 2010
Nasdaq September 2005 - September 2006
UBS Wealth Management 2004 - 2005
UBS Wealth Management 1999 - 2004
PaineWebber 1995 - 1999
Skills
Recruiting, Employee Relations, Talent Acquisition, Talent Management, Onboarding, Deferred Compensation, Human Resources, Performance Appraisal, Organizational..., HRIS, Personnel Management, Employee Benefits, Applicant Tracking..., Executive Search, College Recruiting, Sourcing, Cold Calling, Internet Recruiting, Temporary Placement, Interviews, Performance Management, Screening, New Hire Orientations, Temporary Staffing, Screening Resumes, Staffing Services, Workforce Planning, Recruitment Advertising, Permanent Placement, Succession Planning, HR Policies, Hiring, HR Consulting, Employee Engagement, Search, Resume Writing
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
Matt Engstrom's UBS Wealth Management Experience June 2013 - March 2014
Job Wealth Management Intern at UBS Wealth Management
Industry Financial Services
Experience
Robert Half Finance & Accounting 2014 - Present
UBS Wealth Management June 2013 - March 2014
New Life Academy September 2008 - March 2013
Kowalski's Market July 2007 - March 2008
Skills
Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Social Networking, Social Media, Event Planning, Teaching, Public Speaking, Nonprofits, Outlook, Access, Editing, Finance, Insurance, Investments, Small Business..., Tax Planning, Team Leadership, Leadership Development
Education
University of Northwestern - St. Paul 2012 — 2014
Bachelor of Science (BS), Finance
Century College 2009 — 2012
Associate of Arts (A.A.)
New Life Academy 2003 — 2009
High School
Robert Half Finance & Accounting 2014 - Present
UBS Wealth Management June 2013 - March 2014
New Life Academy September 2008 - March 2013
Kowalski's Market July 2007 - March 2008
Skills
Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Social Networking, Social Media, Event Planning, Teaching, Public Speaking, Nonprofits, Outlook, Access, Editing, Finance, Insurance, Investments, Small Business..., Tax Planning, Team Leadership, Leadership Development
Education
University of Northwestern - St. Paul 2012 — 2014
Bachelor of Science (BS), Finance
Century College 2009 — 2012
Associate of Arts (A.A.)
New Life Academy 2003 — 2009
High School
Paul DeRoche, CFP® CIMA® Paul DeRoche, CFP® CIMA®'s UBS Wealth Management Experience May 2013 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management May 2013 - Present
Education
University of Michigan 2004 — 2006
MBA, Business
Central Michigan University 1987 — 1991
Bachelor of Science (BS), Finance, General
Leadership Detroit
UBS Wealth Management May 2013 - Present
Education
University of Michigan 2004 — 2006
MBA, Business
Central Michigan University 1987 — 1991
Bachelor of Science (BS), Finance, General
Leadership Detroit
Alexandra Samaras Alexandra Samaras's UBS Wealth Management Experience November 2014 - Present
Job NonOfficer at UBS Financial Services Inc.
Industry Banking
Experience
UBS Wealth Management November 2014 - Present
UBS April 2011 - November 2014
Skills
Finance, Investment Banking
Education
City University of New York-Herbert H. Lehman College 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Westchester Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), International Business
UBS Wealth Management November 2014 - Present
UBS April 2011 - November 2014
Skills
Finance, Investment Banking
Education
City University of New York-Herbert H. Lehman College 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Westchester Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), International Business
Cheryl Kirsten Cheryl Kirsten's UBS Wealth Management Experience 2008 - 2010
Job High Net Worth Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management January 2014 - Present
Fifth Third Private Bank June 2012 - December 2013
UBS Wealth Management 2008 - 2010
UBS Financial Services April 2002 - April 2008
UBS PaineWebber, Inc. January 2000 - April 2002
PaineWebber February 1998 - February 2000
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning
Education
FAU 2015 — 2015
CFA Level 1 Candidate
Rice University 2002 — 2005
CFP, Financial Planning
University of Connecticut 1994 — 1997
MBA, finance, accounting
Chatham Twp. elem
bachelor of jungle gym, napping and playtime
Colgate University
BA, French Lit and Grammar
FAU
TD Wealth Management January 2014 - Present
Fifth Third Private Bank June 2012 - December 2013
UBS Wealth Management 2008 - 2010
UBS Financial Services April 2002 - April 2008
UBS PaineWebber, Inc. January 2000 - April 2002
PaineWebber February 1998 - February 2000
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning
Education
FAU 2015 — 2015
CFA Level 1 Candidate
Rice University 2002 — 2005
CFP, Financial Planning
University of Connecticut 1994 — 1997
MBA, finance, accounting
Chatham Twp. elem
bachelor of jungle gym, napping and playtime
Colgate University
BA, French Lit and Grammar
FAU
David Dawkins's UBS Wealth Management Experience 2009 - 2010
Job Senior Vice President, Complex Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. December 2013 - Present
Wells Fargo Advisors, LLC August 2011 - December 2013
UBS Wealth Management 2009 - 2010
UBS Wealth Management 2007 - 2009
McLaughlin, Piven, Vogel Securities, Inc. 2005 - 2007
By the Hand Club for Kids 2003 - 2005
Bear Stearns & Company, Inc 2002 - 2003
Skills
Financial Services, Business Development, Strategy, Leadership, Coaching, Securities, Retirement Planning, Leadership Development, Training, Management, Equities, Investments, Sales Management, Program Management
Education
City University of New York-Hunter College
Chemistry
Wells Fargo Advisors, LLC. December 2013 - Present
Wells Fargo Advisors, LLC August 2011 - December 2013
UBS Wealth Management 2009 - 2010
UBS Wealth Management 2007 - 2009
McLaughlin, Piven, Vogel Securities, Inc. 2005 - 2007
By the Hand Club for Kids 2003 - 2005
Bear Stearns & Company, Inc 2002 - 2003
Skills
Financial Services, Business Development, Strategy, Leadership, Coaching, Securities, Retirement Planning, Leadership Development, Training, Management, Equities, Investments, Sales Management, Program Management
Education
City University of New York-Hunter College
Chemistry
Paul McCormack, CFP®, AAMS®'s UBS Wealth Management Experience May 2004 - December 2009
Job Principal at Inverness Holdings
Industry Investment Management
Experience
Inverness Holdings January 2014 - Present
Inverness Investment Group January 2010 - January 2014
UBS Wealth Management May 2004 - December 2009
Sagemark Consulting/Lincoln Financial September 2001 - May 2004
Ernst & Young 1994 - 2001
Cablevision June 1993 - July 1994
TM Capital June 1988 - December 1992
Skills
Alternative Investments, Investment Advisory, Wealth Management, Risk Management, Insurance, Managed Futures, Debt Management, Risk Consulting, Investments, Retirement, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Asset Managment, Strategic Financial..., Portfolio Management, Series 7, Equities, Mutual Funds
Education
College for Financial Planning 2008 — 2008
AAMS, Asset Management
College for Financial Planning 2004 — 2006
CFP, Financial Planning and Services
Columbia University - Columbia Business School 1992 — 1993
MBA, Finance, Management
Middlebury College 1984 — 1988
BA, Economics and Pre-Med
Choate Rosemary Hall 1984 — 1984
Horace Greeley HS 1981 — 1983
Inverness Holdings January 2014 - Present
Inverness Investment Group January 2010 - January 2014
UBS Wealth Management May 2004 - December 2009
Sagemark Consulting/Lincoln Financial September 2001 - May 2004
Ernst & Young 1994 - 2001
Cablevision June 1993 - July 1994
TM Capital June 1988 - December 1992
Skills
Alternative Investments, Investment Advisory, Wealth Management, Risk Management, Insurance, Managed Futures, Debt Management, Risk Consulting, Investments, Retirement, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Asset Managment, Strategic Financial..., Portfolio Management, Series 7, Equities, Mutual Funds
Education
College for Financial Planning 2008 — 2008
AAMS, Asset Management
College for Financial Planning 2004 — 2006
CFP, Financial Planning and Services
Columbia University - Columbia Business School 1992 — 1993
MBA, Finance, Management
Middlebury College 1984 — 1988
BA, Economics and Pre-Med
Choate Rosemary Hall 1984 — 1984
Horace Greeley HS 1981 — 1983
Dmitry Mazilo's UBS Wealth Management Experience 2003 - 2003
Job Mobile Partner Development, Google
Industry Internet
Experience
Google June 2014 - Present
Exponential / Appsnack April 2013 - May 2014
Exponential / Appsnack May 2012 - April 2013
Exponential / Tribal Fusion August 2010 - May 2012
The Huffington Post 2009 - 2010
Georgetown University 2009 - 2009
Bowne & Co. September 2005 - July 2008
UBS Wealth Management 2003 - 2003
Skills
Business Development, Mobile Advertising, Competitive Analysis, Mobile Devices, Display Advertising, Digital Media, Advertising Operations, Integrated Marketing, Online Marketing, Digital Strategy, SEM, Contract Negotiation, Mobile Marketing, Advertising, Marketing, Business Analysis, Website Monetization, Web Marketing, Financial Analysis, Campaign Optimization
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
City University of New York-Hunter College 2001 — 2005
BA, Economics, Honors
Macaulay Honors College at The City University of New York 2001 — 2005
Bachelor's Degree
Google June 2014 - Present
Exponential / Appsnack April 2013 - May 2014
Exponential / Appsnack May 2012 - April 2013
Exponential / Tribal Fusion August 2010 - May 2012
The Huffington Post 2009 - 2010
Georgetown University 2009 - 2009
Bowne & Co. September 2005 - July 2008
UBS Wealth Management 2003 - 2003
Skills
Business Development, Mobile Advertising, Competitive Analysis, Mobile Devices, Display Advertising, Digital Media, Advertising Operations, Integrated Marketing, Online Marketing, Digital Strategy, SEM, Contract Negotiation, Mobile Marketing, Advertising, Marketing, Business Analysis, Website Monetization, Web Marketing, Financial Analysis, Campaign Optimization
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
City University of New York-Hunter College 2001 — 2005
BA, Economics, Honors
Macaulay Honors College at The City University of New York 2001 — 2005
Bachelor's Degree
Nelrose (Nellie) Sims, J.D. Nelrose (Nellie) Sims, J.D.'s UBS Wealth Management Experience 2006 - 2008
Job Senior Vice President, US Trust
Industry Financial Services
Experience
U.S. Trust November 2014 - Present
Los Angeles LGBT Center June 2008 - October 2014
UBS Wealth Management 2006 - 2008
City National Bank 2004 - 2006
Bank of America 1999 - 2004
Skills
Expertise in trust and..., Extensive management..., Proven..., Strong pubic..., Polished communication..., Marketing Communications, Estate Planning, Social Media Marketing, Finance, Corporate Law, Public Relations, Nonprofits, High Net Worth..., Coaching, Fundraising, Strategic Communications, Customer Service, Employee Benefits, Proposal Writing, Management, Marketing, Media Relations, Microsoft Excel, Negotiation, Analysis, Social Networking, Philanthropy, Leadership, Analytical Skills, Public Speaking, Training, Data Analysis, Financial Services, Policy, Human Resources, Accounting, Microsoft Office, Volunteer Management, Consulting, Asset, Microsoft Word, Planned Giving, Research, Strategy, Community Outreach, Grants, Team Building, PowerPoint, Project Planning, Editing
Education
Centenary College of Louisiana
B.A., Humanities
Mississippi College School of Law
J.D., Law
U.S. Trust November 2014 - Present
Los Angeles LGBT Center June 2008 - October 2014
UBS Wealth Management 2006 - 2008
City National Bank 2004 - 2006
Bank of America 1999 - 2004
Skills
Expertise in trust and..., Extensive management..., Proven..., Strong pubic..., Polished communication..., Marketing Communications, Estate Planning, Social Media Marketing, Finance, Corporate Law, Public Relations, Nonprofits, High Net Worth..., Coaching, Fundraising, Strategic Communications, Customer Service, Employee Benefits, Proposal Writing, Management, Marketing, Media Relations, Microsoft Excel, Negotiation, Analysis, Social Networking, Philanthropy, Leadership, Analytical Skills, Public Speaking, Training, Data Analysis, Financial Services, Policy, Human Resources, Accounting, Microsoft Office, Volunteer Management, Consulting, Asset, Microsoft Word, Planned Giving, Research, Strategy, Community Outreach, Grants, Team Building, PowerPoint, Project Planning, Editing
Education
Centenary College of Louisiana
B.A., Humanities
Mississippi College School of Law
J.D., Law
Meng (Kristy) Liu Meng (Kristy) Liu's UBS Wealth Management Experience May 2012 - August 2012
Job MSF Student at Clark University, CFA Level III Candidate
Industry Financial Services
Experience
Clark University Large Cap Fund August 2012 - December 2012
UBS Wealth Management May 2012 - August 2012
China Securities Co., Ltd. July 2009 - August 2009
China Construction Bank July 2008 - August 2008
Skills
Microsoft Windows and..., Bloomberg, Thomson One, MorningStar, Matlab, Chinese, Financial Analysis, Investments, Risk Management, Case Analysis, Morningstar, Asset Management
Education
Clark University 2011 — 2013
Master of Science in Finance, Finance, A-
Zhongnan University of Economics and Law 2009 — 2011
Bachelor of Management, Accounting (Minor), 3.7
Hubei University of Economics 2007 — 2011
Bachelor of Economics, Finance, 3.7
Clark University Large Cap Fund August 2012 - December 2012
UBS Wealth Management May 2012 - August 2012
China Securities Co., Ltd. July 2009 - August 2009
China Construction Bank July 2008 - August 2008
Skills
Microsoft Windows and..., Bloomberg, Thomson One, MorningStar, Matlab, Chinese, Financial Analysis, Investments, Risk Management, Case Analysis, Morningstar, Asset Management
Education
Clark University 2011 — 2013
Master of Science in Finance, Finance, A-
Zhongnan University of Economics and Law 2009 — 2011
Bachelor of Management, Accounting (Minor), 3.7
Hubei University of Economics 2007 — 2011
Bachelor of Economics, Finance, 3.7
Cindy Thio Cindy Thio's UBS Wealth Management Experience January 2012 - February 2013
Job VP of Operations and Product Management at Sustainable Insight Capital Management
Industry Management Consulting
Experience
Sustainable Insight Capital Management February 2013 - Present
UBS Wealth Management January 2012 - February 2013
Opera Solutions 2008 - January 2012
Prager, Sealy & Co., LLC June 2007 - August 2007
Ernst & Young June 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Market Research, Management Consulting, Analytics, Business Development, Strategic Planning, Strategic Consulting, Research, Change Management, Business Strategy, Financial Analysis, Marketing Strategy, Mergers & Acquisitions, Strategy, Entrepreneurship, Investment Banking, Asset Management
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (BA), Economics - Accounting
Jakarta International School 2001 — 2004
Sustainable Insight Capital Management February 2013 - Present
UBS Wealth Management January 2012 - February 2013
Opera Solutions 2008 - January 2012
Prager, Sealy & Co., LLC June 2007 - August 2007
Ernst & Young June 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Market Research, Management Consulting, Analytics, Business Development, Strategic Planning, Strategic Consulting, Research, Change Management, Business Strategy, Financial Analysis, Marketing Strategy, Mergers & Acquisitions, Strategy, Entrepreneurship, Investment Banking, Asset Management
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (BA), Economics - Accounting
Jakarta International School 2001 — 2004
Christopher K. Griffith, CFP®,CPWA®'s UBS Wealth Management Experience September 2007 - September 2015
Job Sr. Vice President Wealth Mgm't Griffith Wheelwright Wealth Management Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
UBS Wealth Management September 2007 - September 2015
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Skills
Wealth Management, Investment Management, Retirement Planning, Charitable Giving, High Net Worth Planning, Financiall Planning, Investment Advisory, Estate Planning, Wealth Transfer
Education
The University of Chicago - Booth School of Business - in collaboration with IMCA 2011 — 2011
Certified Private Wealth Advisor™ - CPWA®
Certified Financial Planner Board of Standards 2004 — 2006
CERTIFIED FINANCIAL PLANNER™ - CFP®
College for Financial Planning 2001 — 2001
AAMS®, Portfolio Management
Clark University 1997 — 2001
B.A., Economics & Finance
Morgan Stanley September 2015 - Present
UBS Wealth Management September 2007 - September 2015
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Skills
Wealth Management, Investment Management, Retirement Planning, Charitable Giving, High Net Worth Planning, Financiall Planning, Investment Advisory, Estate Planning, Wealth Transfer
Education
The University of Chicago - Booth School of Business - in collaboration with IMCA 2011 — 2011
Certified Private Wealth Advisor™ - CPWA®
Certified Financial Planner Board of Standards 2004 — 2006
CERTIFIED FINANCIAL PLANNER™ - CFP®
College for Financial Planning 2001 — 2001
AAMS®, Portfolio Management
Clark University 1997 — 2001
B.A., Economics & Finance
Gennadiy Kuris Gennadiy Kuris's UBS Wealth Management Experience October 2004 - March 2008
Job Senior Network Engineer/Team Lead at State of NY Metropolitan Transportation Authority
Industry Financial Services
Experience
State of NY Metropolitan Transportation Authority / MTA / New York April 2008 - Present
UBS Wealth Management October 2004 - March 2008
Goldman Sachs January 2001 - October 2004
Tyco Plastics October 1999 - January 2001
Education
Embry-Riddle Aeronautical University 2001 — 2003
MBA, Masters of Business Administration, Transportation Industry
The Chubb Institute, New York, NY 1970 — 2000
Diploma, Network Engineering and Data Communications
City University of New York City College 1994 — 1998
Bachelor Science, Computer Science
State of NY Metropolitan Transportation Authority / MTA / New York April 2008 - Present
UBS Wealth Management October 2004 - March 2008
Goldman Sachs January 2001 - October 2004
Tyco Plastics October 1999 - January 2001
Education
Embry-Riddle Aeronautical University 2001 — 2003
MBA, Masters of Business Administration, Transportation Industry
The Chubb Institute, New York, NY 1970 — 2000
Diploma, Network Engineering and Data Communications
City University of New York City College 1994 — 1998
Bachelor Science, Computer Science
Paul Teodorescu's UBS Wealth Management Experience May 2007 - October 2012
Job Technologist with proven abilities to translate business objectives into IT strategies and tactics
Industry Information Technology and Services
Experience
Firmenich March 2015 - Present
Citi October 2012 - February 2015
UBS Wealth Management May 2007 - October 2012
Knight Capital Group January 2003 - May 2007
Merrill Lynch July 2000 - January 2003
Vanstar 1995 - 1999
Skills
Incident Management, ITIL, Certified Scrum Master..., Vendor Management, Change Management, IT Service Management, IT Management, IT Strategy, IT Operations, Data Center, Outsourcing, Project Portfolio..., Project Delivery, Service Delivery, IT Outsourcing, Infrastructure, Release Management, Business Analysis, Foreign languages club..., Volleyball, Table Tennis, Chess, Badminton, Cardio Kickboxing, Ballroom Dance, Swing Dance, Waltz, Tango, Salsa, Sla, Technical Support, XP, Mentoring, Project Management, Problem Management, Software Documentation, Disaster Recovery, System Deployment, Offshoring, SDLC, SLA
Education
City University of New York City College 2010 — 2015
MBA, Business Administration
Military Academy of Land Forces 1987 — 1990
Military Science, Armoured Vehicles
Liceul Militar Tudor Vladimirescu Craiova 1983 — 1987
Diploma de Bacalaureat, Math and Physics
Firmenich March 2015 - Present
Citi October 2012 - February 2015
UBS Wealth Management May 2007 - October 2012
Knight Capital Group January 2003 - May 2007
Merrill Lynch July 2000 - January 2003
Vanstar 1995 - 1999
Skills
Incident Management, ITIL, Certified Scrum Master..., Vendor Management, Change Management, IT Service Management, IT Management, IT Strategy, IT Operations, Data Center, Outsourcing, Project Portfolio..., Project Delivery, Service Delivery, IT Outsourcing, Infrastructure, Release Management, Business Analysis, Foreign languages club..., Volleyball, Table Tennis, Chess, Badminton, Cardio Kickboxing, Ballroom Dance, Swing Dance, Waltz, Tango, Salsa, Sla, Technical Support, XP, Mentoring, Project Management, Problem Management, Software Documentation, Disaster Recovery, System Deployment, Offshoring, SDLC, SLA
Education
City University of New York City College 2010 — 2015
MBA, Business Administration
Military Academy of Land Forces 1987 — 1990
Military Science, Armoured Vehicles
Liceul Militar Tudor Vladimirescu Craiova 1983 — 1987
Diploma de Bacalaureat, Math and Physics
Michelle Choi Michelle Choi's UBS Wealth Management Experience July 2012 - August 2012
Job Executive Assistant to CEO at STX Entertainment
Industry Entertainment
Experience
STX Entertainment October 2015 - Present
HBO January 2015 - April 2015
Everyman Pictures September 2014 - December 2014
CBS Films August 2014 - December 2014
MGM June 2014 - August 2014
The Mark Gordon Company June 2014 - August 2014
Hutch Parker Entertainment January 2014 - April 2014
University of Southern California June 2011 - January 2014
Showtime Networks Inc. June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
Skills
Research, Final Cut Pro, Photoshop, Social Media, WordPress, Marketing, PowerPoint, Microsoft Word, Television, Photography, Advertising, Journalism, Film, Microsoft Excel, HTML, Flash Catalyst, Writing, Music, Entertainment Industry, Adobe Creative Suite, Film Editing, Mobile Applications
Education
University of Southern California 2013 — 2015
Master's degree, Communication Management
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Communication
Choate Rosemary Hall 2006 — 2010
STX Entertainment October 2015 - Present
HBO January 2015 - April 2015
Everyman Pictures September 2014 - December 2014
CBS Films August 2014 - December 2014
MGM June 2014 - August 2014
The Mark Gordon Company June 2014 - August 2014
Hutch Parker Entertainment January 2014 - April 2014
University of Southern California June 2011 - January 2014
Showtime Networks Inc. June 2013 - August 2013
UBS Wealth Management July 2012 - August 2012
Skills
Research, Final Cut Pro, Photoshop, Social Media, WordPress, Marketing, PowerPoint, Microsoft Word, Television, Photography, Advertising, Journalism, Film, Microsoft Excel, HTML, Flash Catalyst, Writing, Music, Entertainment Industry, Adobe Creative Suite, Film Editing, Mobile Applications
Education
University of Southern California 2013 — 2015
Master's degree, Communication Management
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Communication
Choate Rosemary Hall 2006 — 2010
Joe Piellucci Joe Piellucci's UBS Wealth Management Experience May 1983 - November 2007
Job Managing DirectorInvestments at Piellucci Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2007 - Present
UBS Wealth Management May 1983 - November 2007
Skills
Investment Advisory
Education
University of Wisconsin-Madison 1971 — 1973
Master of Arts,, American History
City University of New York City College 1967 — 1971
Bachelor of Arts (B.A.), America History
Brooklyn Technical High School 1963 — 1967
Wells Fargo Advisors, LLC November 2007 - Present
UBS Wealth Management May 1983 - November 2007
Skills
Investment Advisory
Education
University of Wisconsin-Madison 1971 — 1973
Master of Arts,, American History
City University of New York City College 1967 — 1971
Bachelor of Arts (B.A.), America History
Brooklyn Technical High School 1963 — 1967
Qionglin(Tracy) Dai Qionglin(Tracy) Dai's UBS Wealth Management Experience September 2012 - November 2012
Job Master in Information Technology and Management Candidate
Industry Information Technology and Services
Experience
Restaurant Solutions, Inc. August 2013 - August 2014
University of Denver September 2012 - August 2013
UBS Wealth Management September 2012 - November 2012
Southwest Improvement Council, Denver, CO June 2012 - September 2012
BEST USA Inc. November 2011 - February 2012
Central Air-conditioning Energy Saving Research Center of CSU, Changsha February 2009 - October 2009
Guotai Junan Securities, Co., Ltd., Changsha, China July 2009 - September 2009
Skills
Renewable Energy, Quantitative Analytics, Sustainable Business, Financial Modeling, Financial Analysis, Valuation, Finance, Data Analysis, Mandarin, Project Management, Corporate Finance, Microsoft Office, Microsoft Excel, Business Strategy, Risk Management, Crystal Ball, Economics, Investments, Research, Management, Analysis, Nonprofits, Statistics
Education
The University of Texas at Dallas
Master's Degree, Management Information Systems, General
University of Denver - Daniels College of Business 2011 — 2013
Master, Finance
Central South University 2007 — 2011
Bachelor, Energy Science and Engineering
Restaurant Solutions, Inc. August 2013 - August 2014
University of Denver September 2012 - August 2013
UBS Wealth Management September 2012 - November 2012
Southwest Improvement Council, Denver, CO June 2012 - September 2012
BEST USA Inc. November 2011 - February 2012
Central Air-conditioning Energy Saving Research Center of CSU, Changsha February 2009 - October 2009
Guotai Junan Securities, Co., Ltd., Changsha, China July 2009 - September 2009
Skills
Renewable Energy, Quantitative Analytics, Sustainable Business, Financial Modeling, Financial Analysis, Valuation, Finance, Data Analysis, Mandarin, Project Management, Corporate Finance, Microsoft Office, Microsoft Excel, Business Strategy, Risk Management, Crystal Ball, Economics, Investments, Research, Management, Analysis, Nonprofits, Statistics
Education
The University of Texas at Dallas
Master's Degree, Management Information Systems, General
University of Denver - Daniels College of Business 2011 — 2013
Master, Finance
Central South University 2007 — 2011
Bachelor, Energy Science and Engineering
Nick Hunnewell Nick Hunnewell's UBS Wealth Management Experience May 2010 - July 2010
Job Associate at The Riverside Company
Industry Financial Services
Experience
The Riverside Company March 2014 - Present
The Riverside Company September 2012 - March 2014
Fidelity Investments June 2011 - August 2011
The Boston Family Office January 2011 - February 2011
UBS Wealth Management May 2010 - July 2010
Skills
Investments, Equities, Financial Modeling, Private Equity, Economics, Financial Analysis, Corporate Finance, Data Analysis, Research, Equity Research
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Business
Milton Academy 2004 — 2008
High School
The Riverside Company March 2014 - Present
The Riverside Company September 2012 - March 2014
Fidelity Investments June 2011 - August 2011
The Boston Family Office January 2011 - February 2011
UBS Wealth Management May 2010 - July 2010
Skills
Investments, Equities, Financial Modeling, Private Equity, Economics, Financial Analysis, Corporate Finance, Data Analysis, Research, Equity Research
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Business
Milton Academy 2004 — 2008
High School
Altin Hoxha Altin Hoxha's UBS Wealth Management Experience May 2004 - December 2004
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2013 - Present
JPMorgan Chase December 2011 - October 2013
Citi August 2010 - December 2011
Citi July 2008 - August 2010
Citi July 2006 - July 2008
Aetna, Inc. and RCG IT December 2005 - July 2006
1800Flowers.com December 2004 - December 2005
UBS Wealth Management May 2004 - December 2004
UBS Wealth Management February 2002 - May 2004
UBS Wealth Management January 2000 - February 2002
Skills
SDLC, Enterprise Architecture, Architecture, Program Management, Solution Architecture, Portfolio Management, RAD, SOA, IT Management, Integration, Software Project..., Vendor Management, Architectures, Enterprise Software, Management, Software Development, Java Enterprise Edition, IT Strategy, Strategy, Risk Management, Web Services, Governance, Data Modeling, Business Intelligence, Application Architecture, Data Warehousing, Security, Project Portfolio..., Strategic IT planning, Application Development..., Java
Education
Stevens Institute of Technology 2001 — 2004
MS, Information Technology Management
City University of New York-Brooklyn College 1995 — 2000
BS, Computer Science
JPMorgan Chase October 2013 - Present
JPMorgan Chase December 2011 - October 2013
Citi August 2010 - December 2011
Citi July 2008 - August 2010
Citi July 2006 - July 2008
Aetna, Inc. and RCG IT December 2005 - July 2006
1800Flowers.com December 2004 - December 2005
UBS Wealth Management May 2004 - December 2004
UBS Wealth Management February 2002 - May 2004
UBS Wealth Management January 2000 - February 2002
Skills
SDLC, Enterprise Architecture, Architecture, Program Management, Solution Architecture, Portfolio Management, RAD, SOA, IT Management, Integration, Software Project..., Vendor Management, Architectures, Enterprise Software, Management, Software Development, Java Enterprise Edition, IT Strategy, Strategy, Risk Management, Web Services, Governance, Data Modeling, Business Intelligence, Application Architecture, Data Warehousing, Security, Project Portfolio..., Strategic IT planning, Application Development..., Java
Education
Stevens Institute of Technology 2001 — 2004
MS, Information Technology Management
City University of New York-Brooklyn College 1995 — 2000
BS, Computer Science
Marlon Ragland Jr. Marlon Ragland Jr.'s UBS Wealth Management Experience June 2007 - January 2010
Job Key Account Executive with UPS
Industry Logistics and Supply Chain
Experience
UPS March 2013 - Present
UBS Financial Services January 2010 - December 2011
UBS Wealth Management June 2007 - January 2010
Skills
Financial Services, Community Outreach, Investment Advisory, Microsoft Office, Financial Analysis, Program Management, Event Planning, Public Speaking, Customer Service, Sales, Management, Market Research, Microsoft Excel, PowerPoint, Research, Microsoft Word, Marketing
Education
State University of New York at New Paltz 2004 — 2007
BA, Business Administration, Black Studies
City University of New York-Herbert H. Lehman College 2002 — 2004
Communications Media
UPS March 2013 - Present
UBS Financial Services January 2010 - December 2011
UBS Wealth Management June 2007 - January 2010
Skills
Financial Services, Community Outreach, Investment Advisory, Microsoft Office, Financial Analysis, Program Management, Event Planning, Public Speaking, Customer Service, Sales, Management, Market Research, Microsoft Excel, PowerPoint, Research, Microsoft Word, Marketing
Education
State University of New York at New Paltz 2004 — 2007
BA, Business Administration, Black Studies
City University of New York-Herbert H. Lehman College 2002 — 2004
Communications Media
Dragan Pupovac's UBS Wealth Management Experience June 2010 - January 2011
Job Credit Analyst at Lincoln Electric Company
Industry Financial Services
Experience
The Lincoln Electric November 2014 - Present
AmTrust Financial Services, Inc. (AFSI) February 2014 - November 2014
Sherwin Williams January 2011 - February 2014
Margolius, Margolius & Associates L.L.P October 2005 - January 2012
UBS Wealth Management June 2010 - January 2011
Skills
Finance, Financial Analysis, Analysis, Microsoft Excel, Access, Auditing, Project Management, Accounts Payable, Time Management, Corporate Finance, Data Entry, Invoicing, •Tax Compliance, •Credit Analysis, •Project Management, •Financial Audit, Oracle Applications, Technical Competence, SAP
Education
Cleveland State University 2008 — 2011
Degree: Bachelor of Business Administration, Finance
The Lincoln Electric November 2014 - Present
AmTrust Financial Services, Inc. (AFSI) February 2014 - November 2014
Sherwin Williams January 2011 - February 2014
Margolius, Margolius & Associates L.L.P October 2005 - January 2012
UBS Wealth Management June 2010 - January 2011
Skills
Finance, Financial Analysis, Analysis, Microsoft Excel, Access, Auditing, Project Management, Accounts Payable, Time Management, Corporate Finance, Data Entry, Invoicing, •Tax Compliance, •Credit Analysis, •Project Management, •Financial Audit, Oracle Applications, Technical Competence, SAP
Education
Cleveland State University 2008 — 2011
Degree: Bachelor of Business Administration, Finance
Raymond Ferguson Raymond Ferguson's UBS Wealth Management Experience July 2012 - December 2012
Job Problem Manager at Vodafone
Industry Information Services
Experience
Vodafone Global Enterprise March 2013 - Present
UBS Wealth Management July 2012 - December 2012
NYSE Euronext September 2011 - June 2012
DEUTSCHE BANK (consultant from NorthPark Group) November 2009 - December 2011
Morgan Stanley June 2006 - November 2008
J.P. MORGAN CHASE October 2001 - May 2006
J.P. MORGAN INVESTMENT MANAGEMENT September 1997 - September 2001
PAINEWEBBER INC. April 1996 - September 1997
Scotia Macleod 1987 - 1995
Scotia Macleod 1987 - 1995
Skills
Incident Management, Vendor Management, IT Service Management, IT Management, Service Delivery, ITIL, IT Operations, Disaster Recovery, IT Strategy, Problem Management, Business Analysis, Outsourcing, Business Continuity, Infrastructure, Sybase, Solaris, Unix
Education
City University of New York-College of Staten Island 1983 — 1987
Associates Degree, Computer Technology
Vodafone Global Enterprise March 2013 - Present
UBS Wealth Management July 2012 - December 2012
NYSE Euronext September 2011 - June 2012
DEUTSCHE BANK (consultant from NorthPark Group) November 2009 - December 2011
Morgan Stanley June 2006 - November 2008
J.P. MORGAN CHASE October 2001 - May 2006
J.P. MORGAN INVESTMENT MANAGEMENT September 1997 - September 2001
PAINEWEBBER INC. April 1996 - September 1997
Scotia Macleod 1987 - 1995
Scotia Macleod 1987 - 1995
Skills
Incident Management, Vendor Management, IT Service Management, IT Management, Service Delivery, ITIL, IT Operations, Disaster Recovery, IT Strategy, Problem Management, Business Analysis, Outsourcing, Business Continuity, Infrastructure, Sybase, Solaris, Unix
Education
City University of New York-College of Staten Island 1983 — 1987
Associates Degree, Computer Technology
Henry Wheelwright, AAMS's UBS Wealth Management Experience September 2007 - Present
Job Senior VP of Wealth Management The Griffith Wheelwright Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2015 - Present
UBS Wealth Management September 2007 - Present
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Education
Wealth Advisor Program-UBS Wealth Management Business University 2013 — 2013
Financial Planning
College for Financial Planning 2001 — 2002
AAMS, Accredited Asset Management Specialist
Clark University 1997 — 2001
BA, Economics & Finance
Morgan Stanley Private Wealth Management September 2015 - Present
UBS Wealth Management September 2007 - Present
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Education
Wealth Advisor Program-UBS Wealth Management Business University 2013 — 2013
Financial Planning
College for Financial Planning 2001 — 2002
AAMS, Accredited Asset Management Specialist
Clark University 1997 — 2001
BA, Economics & Finance
Barry Cash Barry Cash's UBS Wealth Management Experience 1999 - 2004
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Samantha Lambui's UBS Wealth Management Experience January 2013 - May 2013
Job Account Executive
Industry Information Technology and Services
Experience
Zones, Inc. June 2015 - Present
lululemon athletica October 2014 - January 2015
New York Sports Club October 2014 - January 2015
Equinox May 2014 - September 2014
Likeable Local May 2014 - July 2014
UBS Wealth Management January 2013 - May 2013
Skills
Leadership, Marketing, Business Strategy, Wellness, Social Media Marketing, Fitness, Coaching, Customer Service, Nutrition, Sales, Social Networking, Wellness Coaching, Fitness Training, Healthcare, Lifestyle, Public Speaking, Personal Training, Training, Management, CRM, Account Management
Education
Farmingdale State University of New York 2012 — 2014
Bachelor's degree, Science, Technology and Society
Hofstra University 2010 — 2011
Bachelor’s Degree, Psychology
Coastal Carolina University 2007 — 2009
Bachelor’s Degree, Psychology
Saint Anthony's High School
Zones, Inc. June 2015 - Present
lululemon athletica October 2014 - January 2015
New York Sports Club October 2014 - January 2015
Equinox May 2014 - September 2014
Likeable Local May 2014 - July 2014
UBS Wealth Management January 2013 - May 2013
Skills
Leadership, Marketing, Business Strategy, Wellness, Social Media Marketing, Fitness, Coaching, Customer Service, Nutrition, Sales, Social Networking, Wellness Coaching, Fitness Training, Healthcare, Lifestyle, Public Speaking, Personal Training, Training, Management, CRM, Account Management
Education
Farmingdale State University of New York 2012 — 2014
Bachelor's degree, Science, Technology and Society
Hofstra University 2010 — 2011
Bachelor’s Degree, Psychology
Coastal Carolina University 2007 — 2009
Bachelor’s Degree, Psychology
Saint Anthony's High School
Norris A. James Jr.'s UBS Wealth Management Experience December 2014 - July 2015
Job Branch Service Associate at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management December 2014 - July 2015
City University of New York - John Jay College of Criminal Justice - Student Council June 2014 - June 2015
U.S. Department of Commerce June 2014 - August 2014
Division of Student Affiars, Office of the Vice President April 2014 - May 2014
New York State Assemblyman Marcos Crespo January 2014 - May 2014
John Jay College September 2013 - May 2014
John Jay College September 2013 - December 2013
Kohl's Department Stores May 2013 - August 2013
John Jay College September 2012 - June 2013
Education
City University of New York City College 2011 — 2015
Bachelor's of Science Degree, Finance & Investment and Political Science, Alumni
UBS July 2015 - Present
UBS Wealth Management December 2014 - July 2015
City University of New York - John Jay College of Criminal Justice - Student Council June 2014 - June 2015
U.S. Department of Commerce June 2014 - August 2014
Division of Student Affiars, Office of the Vice President April 2014 - May 2014
New York State Assemblyman Marcos Crespo January 2014 - May 2014
John Jay College September 2013 - May 2014
John Jay College September 2013 - December 2013
Kohl's Department Stores May 2013 - August 2013
John Jay College September 2012 - June 2013
Education
City University of New York City College 2011 — 2015
Bachelor's of Science Degree, Finance & Investment and Political Science, Alumni
LaTanya Robinson LaTanya Robinson's UBS Wealth Management Experience May 2005 - October 2011
Job Senior National Account Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Prudential Financial October 2011 - Present
UBS Wealth Management May 2005 - October 2011
Skills
Business Development, Marketing Strategy, Strategy, Program Management, Business Strategy, Process Improvement, Product Development, Portfolio Management, Strategic Planning, Financial Services, Management, Cross-functional Team..., SaaS, New Business Development, Business Planning, Competitive Analysis, Leadership, Project Management, Selling, Vendor Management, Investments, Marketing, Finance, Relationship Management, Asset Management, Wealth Management, Risk Management, Public Speaking
Education
Clark Atlanta University
Bachelor of Science (BS), Mathematics
Prudential Financial January 2015 - Present
Prudential Financial October 2011 - Present
UBS Wealth Management May 2005 - October 2011
Skills
Business Development, Marketing Strategy, Strategy, Program Management, Business Strategy, Process Improvement, Product Development, Portfolio Management, Strategic Planning, Financial Services, Management, Cross-functional Team..., SaaS, New Business Development, Business Planning, Competitive Analysis, Leadership, Project Management, Selling, Vendor Management, Investments, Marketing, Finance, Relationship Management, Asset Management, Wealth Management, Risk Management, Public Speaking
Education
Clark Atlanta University
Bachelor of Science (BS), Mathematics
Carmine Catena Carmine Catena's UBS Wealth Management Experience January 2011 - July 2012
Job Integrated Marketing Creative Operations/Account/Project Management/Production Professional
Industry Marketing and Advertising
Experience
curious media ny August 2012 - Present
UBS Wealth Management January 2011 - July 2012
curious media ny 2005 - 2011
Merrill Lynch 2003 - 2005
Hill Holliday 1995 - 2002
Skills
Creative Services, Project Management, Marketing Communications, Media Relations, Integrated Marketing, Digital Media, Event Management, Strategic Planning, Account Management, Management, Marketing Strategy, Digital Marketing, Marketing, Print, Direct Mail, Advertising, Event Planning, Brand Development, Relationship Marketing, Social Networking, Creative Direction, Corporate Branding, Online Marketing, Budgets, Email Marketing, Direct Marketing, Social Media, Social Media Marketing, Program Management, Copywriting, Online Advertising, Corporate Communications, Strategy, Digital Strategy, Entrepreneurship, Public Relations, Strategic Communications, Marketing Management, Brand Management, Strategic Partnerships, Lead Generation, B2B, Analytics
Education
City University of New York-Herbert H. Lehman College
B.A., Communications
curious media ny August 2012 - Present
UBS Wealth Management January 2011 - July 2012
curious media ny 2005 - 2011
Merrill Lynch 2003 - 2005
Hill Holliday 1995 - 2002
Skills
Creative Services, Project Management, Marketing Communications, Media Relations, Integrated Marketing, Digital Media, Event Management, Strategic Planning, Account Management, Management, Marketing Strategy, Digital Marketing, Marketing, Print, Direct Mail, Advertising, Event Planning, Brand Development, Relationship Marketing, Social Networking, Creative Direction, Corporate Branding, Online Marketing, Budgets, Email Marketing, Direct Marketing, Social Media, Social Media Marketing, Program Management, Copywriting, Online Advertising, Corporate Communications, Strategy, Digital Strategy, Entrepreneurship, Public Relations, Strategic Communications, Marketing Management, Brand Management, Strategic Partnerships, Lead Generation, B2B, Analytics
Education
City University of New York-Herbert H. Lehman College
B.A., Communications
David W. Yowell's UBS Wealth Management Experience May 2014 - July 2014
Job Student at Clemson University
Industry Real Estate
Experience
Medalist Capital June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Atlanta Junior Golf Association May 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Microsoft Excel, Time Management, Customer Service, Event Planning, Leadership, Social Networking, Teamwork, Data Analysis, Marketing, Cash Flow Analysis, Research, Facebook
Education
Clemson University 2012 — 2016
Bachelor of Science (B.S.), Financial Management - Real Estate; Accounting
George Walton Comprehensive High School 2008 — 2012
Medalist Capital June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Atlanta Junior Golf Association May 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Microsoft Excel, Time Management, Customer Service, Event Planning, Leadership, Social Networking, Teamwork, Data Analysis, Marketing, Cash Flow Analysis, Research, Facebook
Education
Clemson University 2012 — 2016
Bachelor of Science (B.S.), Financial Management - Real Estate; Accounting
George Walton Comprehensive High School 2008 — 2012
Adriana Santana's UBS Wealth Management Experience October 2004 - March 2006
Job Global Operations and Client Services Business Production & Technical Support at DTCC
Industry Investment Banking
Experience
Deutsche Bank February 2013 - November 2014
Citi December 2011 - August 2012
BMO Capital Markets July 2009 - November 2011
Oppenheimer & Co. November 2008 - January 2009
Jefferies & Company September 2008 - November 2008
RBC Capital Markets June 2008 - August 2008
ABN AMRO Bank N.V. November 2007 - June 2008
Deutsche Bank March 2006 - November 2007
UBS Wealth Management October 2004 - March 2006
First New York Securities January 1998 - October 2004
Skills
Middle Office, International..., Capital Markets, Equities, Emerging Markets, Buy Backs, Deal Stocks, Bonds, Fixed Income, Restricted Stock, Buy-In's, Stock Loans, Call Backs, Straight Through..., Legend Removals, Financial Risk, Account Reconciliation, Foreign Currencies, FX trading, Financial Policies &..., Euroclear, Wire Transfers, Securities Lending, Buy-in, Securities, Trading, Bloomberg, Settlement, Currency, FX Options, Asset Management, Derivatives, Banking, Back Office, Operational Risk, Corporate Actions, ETFs, Investments, Trading Systems, Finance, Equity Derivatives, Hedge Funds, DTC, FX Trading, Team Leadership
Education
John Jay College of Criminal Justice
Bachelor's degree
Deutsche Bank February 2013 - November 2014
Citi December 2011 - August 2012
BMO Capital Markets July 2009 - November 2011
Oppenheimer & Co. November 2008 - January 2009
Jefferies & Company September 2008 - November 2008
RBC Capital Markets June 2008 - August 2008
ABN AMRO Bank N.V. November 2007 - June 2008
Deutsche Bank March 2006 - November 2007
UBS Wealth Management October 2004 - March 2006
First New York Securities January 1998 - October 2004
Skills
Middle Office, International..., Capital Markets, Equities, Emerging Markets, Buy Backs, Deal Stocks, Bonds, Fixed Income, Restricted Stock, Buy-In's, Stock Loans, Call Backs, Straight Through..., Legend Removals, Financial Risk, Account Reconciliation, Foreign Currencies, FX trading, Financial Policies &..., Euroclear, Wire Transfers, Securities Lending, Buy-in, Securities, Trading, Bloomberg, Settlement, Currency, FX Options, Asset Management, Derivatives, Banking, Back Office, Operational Risk, Corporate Actions, ETFs, Investments, Trading Systems, Finance, Equity Derivatives, Hedge Funds, DTC, FX Trading, Team Leadership
Education
John Jay College of Criminal Justice
Bachelor's degree
Lenur Yusupov Lenur Yusupov's UBS Wealth Management Experience April 2011 - August 2011
Job Business Analyst, Corporate Oversight & Control at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
HSBC Global Banking and Markets March 2015 - May 2015
HSBC Global Banking and Markets December 2014 - March 2015
UBS August 2013 - August 2014
Russian-American Trading Company May 2012 - August 2013
UBS Wealth Management April 2011 - August 2011
Skills
Financial Analysis, Data Mining, Finance, Microsoft Excel, Investments, PowerPoint, Microsoft Word, Portfolio Management, Microsoft Office, Negotiation, Risk Management, Financial Modeling, Teamwork, Customer Service, Research, Leadership, Time Management, SAP BW, SQL, Data Analysis, Corporate Finance, Basel II, Operational Risk, Incident Analysis, Risk Mitigation, Reconciliation
Education
St Mary's University, Twickenham 2013 — 2014
Post-Graduate Degree, International Business
Cleveland State University 2008 — 2012
Bachelor of Science, Business Administration with major in Finance
Westlake High School 2005 — 2008
High School Diploma
JPMorgan Chase & Co. May 2015 - Present
HSBC Global Banking and Markets March 2015 - May 2015
HSBC Global Banking and Markets December 2014 - March 2015
UBS August 2013 - August 2014
Russian-American Trading Company May 2012 - August 2013
UBS Wealth Management April 2011 - August 2011
Skills
Financial Analysis, Data Mining, Finance, Microsoft Excel, Investments, PowerPoint, Microsoft Word, Portfolio Management, Microsoft Office, Negotiation, Risk Management, Financial Modeling, Teamwork, Customer Service, Research, Leadership, Time Management, SAP BW, SQL, Data Analysis, Corporate Finance, Basel II, Operational Risk, Incident Analysis, Risk Mitigation, Reconciliation
Education
St Mary's University, Twickenham 2013 — 2014
Post-Graduate Degree, International Business
Cleveland State University 2008 — 2012
Bachelor of Science, Business Administration with major in Finance
Westlake High School 2005 — 2008
High School Diploma
Dorit Gabor Dorit Gabor's UBS Wealth Management Experience 1986 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
IBM August 2014 - May 2015
IBM 2013 - 2015
Express Scripts May 2013 - August 2014
UBS Wealth Management 1986 - 2012
Skills
Wealth Management, Equities, Fixed Income, Asset Management, Derivatives, Series 7, Portfolio Management, Securities, Capital Markets, Financial Services, Business Analysis, Trading Systems, SDLC, SQL, Visio, Software Project..., Requirements Analysis
Education
City University of New York-Brooklyn College
IBM August 2014 - May 2015
IBM 2013 - 2015
Express Scripts May 2013 - August 2014
UBS Wealth Management 1986 - 2012
Skills
Wealth Management, Equities, Fixed Income, Asset Management, Derivatives, Series 7, Portfolio Management, Securities, Capital Markets, Financial Services, Business Analysis, Trading Systems, SDLC, SQL, Visio, Software Project..., Requirements Analysis
Education
City University of New York-Brooklyn College
Joseph-Daniel Saporta Joseph-Daniel Saporta's UBS Wealth Management Experience June 2012 - August 2012
Job Real Estate Broker at Baird & Warner
Industry Real Estate
Experience
Baird & Warner March 2015 - Present
UBS Wealth Management June 2012 - August 2012
Colby College August 2011 - December 2011
Education
Indiana University Bloomington 2012 — 2014
Bachelor of Arts (BA), Economics
Colby College
Latin School of Chicago
Baird & Warner March 2015 - Present
UBS Wealth Management June 2012 - August 2012
Colby College August 2011 - December 2011
Education
Indiana University Bloomington 2012 — 2014
Bachelor of Arts (BA), Economics
Colby College
Latin School of Chicago
Eric Cope Eric Cope's UBS Wealth Management Experience November 2000 - May 2005
Job Owner, COPE Wealth Management Group
Industry Investment Management
Experience
COPE Wealth Management Group May 2005 - Present
UBS Wealth Management November 2000 - May 2005
PaineWebber May 1996 - May 2005
Merrill Lynch May 1995 - May 1996
Skills
Retirement Planning, Financial Planning, Investments, Series 7, Portfolio Management, Series 63, Series 24, Series 65, Rollovers, 529 Plans, Roth IRA, College Savings Plans, Retirement Solutions, IRA's, 401 K Rollovers, Profit Sharing, Annuities, Stocks, Bonds, Mutual Funds, IRAs, Fixed Annuities, Strategic Financial..., Retirement, FINRA, Asset Allocation, Securities, Finance
Education
Clemson University 1992 — 1996
Financial Management, Finance-Investments
Seneca High School 1988 — 1992
COPE Wealth Management Group May 2005 - Present
UBS Wealth Management November 2000 - May 2005
PaineWebber May 1996 - May 2005
Merrill Lynch May 1995 - May 1996
Skills
Retirement Planning, Financial Planning, Investments, Series 7, Portfolio Management, Series 63, Series 24, Series 65, Rollovers, 529 Plans, Roth IRA, College Savings Plans, Retirement Solutions, IRA's, 401 K Rollovers, Profit Sharing, Annuities, Stocks, Bonds, Mutual Funds, IRAs, Fixed Annuities, Strategic Financial..., Retirement, FINRA, Asset Allocation, Securities, Finance
Education
Clemson University 1992 — 1996
Financial Management, Finance-Investments
Seneca High School 1988 — 1992
Suida Garunja Suida Garunja's UBS Wealth Management Experience September 1998 - September 2008
Job CSA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
UBS Wealth Management September 1998 - September 2008
Education
GI of Technology 1997 — 2000
AD, Computer Programing & syst. Design
City University of New York-Herbert H. Lehman College
C ED, Education
Morgan Stanley September 2008 - Present
UBS Wealth Management September 1998 - September 2008
Education
GI of Technology 1997 — 2000
AD, Computer Programing & syst. Design
City University of New York-Herbert H. Lehman College
C ED, Education
Cindy Berman Cindy Berman's UBS Wealth Management Experience June 2011 - August 2011
Job Tech Marketing/Community Manager with Product Management Experience
Industry Financial Services
Experience
Nanit November 2014 - Present
American Express Global Business Travel December 2013 - October 2014
HSBC August 2012 - November 2013
UBS Wealth Management June 2011 - August 2011
DiscoverHope Fund September 2009 - May 2010
Skills
Spanish, Research, Financial Modeling, Leadership, Product Management, Marketing, Strategy, Emerging Markets, Fundraising, Portuguese, Microfinance, Equities, Analytics, Bloomberg Terminal, Microsoft Excel, Business Strategy, Reporting, Marketing Strategy, Latin American Studies, Financial Analysis, Data Analysis, Social Media, Digital Marketing, financial research, Latin American markets, US Hispanic Market, Business Travel, Commercial Products, Financial Reporting, Corporate Budgeting, Metrics, Reporting & Analysis, Communication, Intercultural..., PowerPoint, Social Media Marketing, Relationship Building, Global Marketing
Education
University of Pennsylvania 2008 — 2012
BA, History, Minor in Latin American and Latino Studies, Minor in Hispanic Studies (Spanish), Magna Cum Laude
Universidad Torcuato di Tella 2010 — 2010
Latin American & Latino Studies
Univerzita Karlova v Praze 2010 — 2010
Undergraduate Program in Central European Studies
London School of Economics and Political Science 2009 — 2009
La Jolla Country Day School 2004 — 2008
High School
Nanit November 2014 - Present
American Express Global Business Travel December 2013 - October 2014
HSBC August 2012 - November 2013
UBS Wealth Management June 2011 - August 2011
DiscoverHope Fund September 2009 - May 2010
Skills
Spanish, Research, Financial Modeling, Leadership, Product Management, Marketing, Strategy, Emerging Markets, Fundraising, Portuguese, Microfinance, Equities, Analytics, Bloomberg Terminal, Microsoft Excel, Business Strategy, Reporting, Marketing Strategy, Latin American Studies, Financial Analysis, Data Analysis, Social Media, Digital Marketing, financial research, Latin American markets, US Hispanic Market, Business Travel, Commercial Products, Financial Reporting, Corporate Budgeting, Metrics, Reporting & Analysis, Communication, Intercultural..., PowerPoint, Social Media Marketing, Relationship Building, Global Marketing
Education
University of Pennsylvania 2008 — 2012
BA, History, Minor in Latin American and Latino Studies, Minor in Hispanic Studies (Spanish), Magna Cum Laude
Universidad Torcuato di Tella 2010 — 2010
Latin American & Latino Studies
Univerzita Karlova v Praze 2010 — 2010
Undergraduate Program in Central European Studies
London School of Economics and Political Science 2009 — 2009
La Jolla Country Day School 2004 — 2008
High School
Benjamin Falcone Benjamin Falcone's UBS Wealth Management Experience June 2014 - August 2014
Job Summer Analyst at Bank of America Merrill Lynch
Industry
Experience
Lafayette College Investment Club May 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Quint Kessenich Goalie Camp June 2012 - June 2014
PMC Property Group, Inc June 2012 - August 2012
stickK.com, LLC May 2011 - June 2011
Skills
Social Media Marketing, Financial Modeling, Management, Start-ups, Entrepreneurship, Research, Leadership
Education
Lafayette College 2012 — 2016
International Affairs, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Study Abroad, Consumer Behavior
Shanghai Jiao Tong University 2013 — 2013
Study Abroad, Chinese Language and Culture
Choate Rosemary Hall 2011 — 2012
Post Graduate Year
McDonogh School 1998 — 2011
High School Diploma
Lafayette College Investment Club May 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Quint Kessenich Goalie Camp June 2012 - June 2014
PMC Property Group, Inc June 2012 - August 2012
stickK.com, LLC May 2011 - June 2011
Skills
Social Media Marketing, Financial Modeling, Management, Start-ups, Entrepreneurship, Research, Leadership
Education
Lafayette College 2012 — 2016
International Affairs, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Study Abroad, Consumer Behavior
Shanghai Jiao Tong University 2013 — 2013
Study Abroad, Chinese Language and Culture
Choate Rosemary Hall 2011 — 2012
Post Graduate Year
McDonogh School 1998 — 2011
High School Diploma
Kelsey Vanderlip Kelsey Vanderlip's UBS Wealth Management Experience June 2010 - August 2010
Job Design/Marketing Assistant at Neal Beckstedt Studio
Industry Marketing and Advertising
Experience
Neal Beckstedt Studio 2014 - Present
We Are Social 2014 - 2014
Aspen Skiing Company 2011 - 2013
UBS Wealth Management June 2010 - August 2010
The Dilenschneider Group June 2009 - August 2009
Tibi June 2008 - August 2008
Skills
Marketing Communications, Public Relations, Event Planning, Facebook, Social Networking, Social Media, Digital Marketing, Social Media Marketing, Event Management, Marketing, Online Advertising, Press Releases, Blogging, Online Marketing, Spanish, AutoCAD
Education
Vanderbilt University 2008 — 2011
Bachelor of Arts (BA), Economics, Psychology
Choate Rosemary Hall 2004 — 2007
Neal Beckstedt Studio 2014 - Present
We Are Social 2014 - 2014
Aspen Skiing Company 2011 - 2013
UBS Wealth Management June 2010 - August 2010
The Dilenschneider Group June 2009 - August 2009
Tibi June 2008 - August 2008
Skills
Marketing Communications, Public Relations, Event Planning, Facebook, Social Networking, Social Media, Digital Marketing, Social Media Marketing, Event Management, Marketing, Online Advertising, Press Releases, Blogging, Online Marketing, Spanish, AutoCAD
Education
Vanderbilt University 2008 — 2011
Bachelor of Arts (BA), Economics, Psychology
Choate Rosemary Hall 2004 — 2007
Adam Fischer IV's UBS Wealth Management Experience June 2012 - August 2012
Job Analyst at Quadrant Real Estate Advisors
Industry Commercial Real Estate
Experience
Quadrant Real Estate Advisors July 2013 - Present
UBS Wealth Management June 2012 - August 2012
Rhone Group October 2011 - November 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical-Economics
Delbarton School 2005 — 2009
Quadrant Real Estate Advisors July 2013 - Present
UBS Wealth Management June 2012 - August 2012
Rhone Group October 2011 - November 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical-Economics
Delbarton School 2005 — 2009
Robert McAloon Robert McAloon's UBS Wealth Management Experience May 2011 - August 2011
Job Treasury Analyst at Epic
Industry Computer Software
Experience
Epic October 2014 - Present
Epic July 2012 - October 2014
Clemson University January 2012 - May 2012
Clemson University 2008 - 2012
UBS Wealth Management May 2011 - August 2011
Phi Delta Theta Fraternity January 2010 - January 2011
Granite Links Golf Club June 2006 - August 2010
Skills
Microsoft Excel, Finance, Accounting, Bloomberg, Data Analysis, Financial Modeling, Financial Analysis, PowerPoint, Economics, Microsoft Office, Leadership
Education
Clemson University 2007 — 2011
a Bachelor of Science, Finance
Epic October 2014 - Present
Epic July 2012 - October 2014
Clemson University January 2012 - May 2012
Clemson University 2008 - 2012
UBS Wealth Management May 2011 - August 2011
Phi Delta Theta Fraternity January 2010 - January 2011
Granite Links Golf Club June 2006 - August 2010
Skills
Microsoft Excel, Finance, Accounting, Bloomberg, Data Analysis, Financial Modeling, Financial Analysis, PowerPoint, Economics, Microsoft Office, Leadership
Education
Clemson University 2007 — 2011
a Bachelor of Science, Finance
Jennifer Kuang Jennifer Kuang's UBS Wealth Management Experience February 2013 - May 2013
Job Graduate of University of Hawaii at Manoa
Industry Higher Education
Experience
American Savings Bank June 2013 - Present
Cancer Research Center of Hawaii September 2011 - Present
UBS Wealth Management February 2013 - May 2013
Prudential Locations June 2012 - August 2012
Kuhio Elementary School September 2010 - December 2011
Victoria's Secret September 2009 - December 2011
Roosevelt High School October 2009 - May 2010
Panya Bistro June 2008 - November 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Accounting, Finance, Investments, Bloomberg, PowerPoint
Education
University of Hawaii at Manoa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and International Business
City University of Hong Kong 2012 — 2012
University of San Francisco 2008 — 2009
International Business
American Savings Bank June 2013 - Present
Cancer Research Center of Hawaii September 2011 - Present
UBS Wealth Management February 2013 - May 2013
Prudential Locations June 2012 - August 2012
Kuhio Elementary School September 2010 - December 2011
Victoria's Secret September 2009 - December 2011
Roosevelt High School October 2009 - May 2010
Panya Bistro June 2008 - November 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Accounting, Finance, Investments, Bloomberg, PowerPoint
Education
University of Hawaii at Manoa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and International Business
City University of Hong Kong 2012 — 2012
University of San Francisco 2008 — 2009
International Business
Larry Fraczak Larry Fraczak's UBS Wealth Management Experience July 2010 - January 2013
Job President at LARRANN, Inc. / UPS Store owner
Industry Logistics and Supply Chain
Experience
LARRANN, Inc February 2013 - Present
UBS Wealth Management July 2010 - January 2013
Merrill Lynch August 1991 - October 2007
US Navy September 1969 - September 1991
Skills
Wealth Management, Wealth, Asset Allocation, Investments, Financial Advisory, Finance, Strategic Financial..., Management, Retirement, Alternative Investments, Series 63, Investment Advisory, Series 7, Strategy, Mutual Funds, Asset Management, Retirement Planning, Securities, Portfolio Management, Series 65, Equities, Investment Strategies, Uniform Combined State..., FINRA
Education
Chaminade University of Honolulu 1992 — 1994
MBA, finance
University of Hawaii - Shidler College of Business 1990 — 1992
BBA, finance
Medina High School 1962 — 1966
diploma, college prep
LARRANN, Inc February 2013 - Present
UBS Wealth Management July 2010 - January 2013
Merrill Lynch August 1991 - October 2007
US Navy September 1969 - September 1991
Skills
Wealth Management, Wealth, Asset Allocation, Investments, Financial Advisory, Finance, Strategic Financial..., Management, Retirement, Alternative Investments, Series 63, Investment Advisory, Series 7, Strategy, Mutual Funds, Asset Management, Retirement Planning, Securities, Portfolio Management, Series 65, Equities, Investment Strategies, Uniform Combined State..., FINRA
Education
Chaminade University of Honolulu 1992 — 1994
MBA, finance
University of Hawaii - Shidler College of Business 1990 — 1992
BBA, finance
Medina High School 1962 — 1966
diploma, college prep
cheryl carreau cheryl carreau's UBS Wealth Management Experience December 2008 - April 2009
Job Project Management Consultant / Business Analyst
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ March 2010 - Present
Bank of Tokyo-Mitsubishi May 2009 - March 2010
UBS Wealth Management December 2008 - April 2009
UBS Financial Services 2003 - December 2008
UBS Wealth Management 2003 - 2006
Education
New York University 2008 — 2008
Executive Management Coaching
Hofstra University 1990 — 1994
City University of New York-John Jay College of Criminal Justice
Master's, Forensic Psychology
Bank of Tokyo-Mitsubishi UFJ March 2010 - Present
Bank of Tokyo-Mitsubishi May 2009 - March 2010
UBS Wealth Management December 2008 - April 2009
UBS Financial Services 2003 - December 2008
UBS Wealth Management 2003 - 2006
Education
New York University 2008 — 2008
Executive Management Coaching
Hofstra University 1990 — 1994
City University of New York-John Jay College of Criminal Justice
Master's, Forensic Psychology
Muni Bhambri Muni Bhambri's UBS Wealth Management Experience May 2015 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
Regency Insurance April 2014 - September 2014
Bank of America May 2013 - April 2014
Bank of America February 2012 - April 2013
RBC Bank July 2011 - February 2012
Wells Fargo Bank December 2009 - June 2011
WACHOVIA January 2004 - November 2009
BB&T July 2002 - February 2004
Education
Strayer University-Maryland 2006 — 2009
MBA
Central Piedmont Community College 2008 — 2008
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor’s Degree
UBS Wealth Management May 2015 - Present
Regency Insurance April 2014 - September 2014
Bank of America May 2013 - April 2014
Bank of America February 2012 - April 2013
RBC Bank July 2011 - February 2012
Wells Fargo Bank December 2009 - June 2011
WACHOVIA January 2004 - November 2009
BB&T July 2002 - February 2004
Education
Strayer University-Maryland 2006 — 2009
MBA
Central Piedmont Community College 2008 — 2008
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor’s Degree
Josephine Trotta Josephine Trotta's UBS Wealth Management Experience November 2004 - April 2009
Job Wealth Management Advisor
Industry Investment Management
Experience
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
Robert Bratman's UBS Wealth Management Experience May 2011 - August 2011
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2012 - May 2014
Helping Hand Tutoring Inc. August 2008 - August 2012
ASM Pharmacy Corp. September 2007 - June 2012
UBS Wealth Management May 2011 - August 2011
AXA Advisors May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, HTML, SPSS, QuickBooks, Foreign Exchange Risk..., Futures Trading, Forwards, Trading, Investments, Access, Accounting, Budgets, Management, Portfolio Management
Education
Brooklyn College 2008 — 2012
Bachelor Degree, Business Management & Finance
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2012 - May 2014
Helping Hand Tutoring Inc. August 2008 - August 2012
ASM Pharmacy Corp. September 2007 - June 2012
UBS Wealth Management May 2011 - August 2011
AXA Advisors May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, HTML, SPSS, QuickBooks, Foreign Exchange Risk..., Futures Trading, Forwards, Trading, Investments, Access, Accounting, Budgets, Management, Portfolio Management
Education
Brooklyn College 2008 — 2012
Bachelor Degree, Business Management & Finance
Monika Bergander Monika Bergander's UBS Wealth Management Experience May 2006 - August 2006
Job Account Executive at Relationship Science
Industry Information Technology and Services
Experience
Relationship Science March 2013 - Present
S&P Capital IQ September 2010 - March 2013
S&P Capital IQ January 2009 - September 2010
S&P Capital IQ July 2007 - December 2008
UBS Wealth Management May 2006 - August 2006
Skills
Equities, Fixed Income, Financial Analysis, Financial Modeling, Relationship Management, Financial Markets, Hedge Funds, Investment Banking, Capital Markets, Financial Services, Valuation, Enterprise Software, Equity Research, Bloomberg, Trading, Derivatives, Investments, Asset Management, Portfolio Management, Finance
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance, Minor in International Studies
City University London
International/Global Studies
Upright Citizens Brigade Theater 2010 — 2012
Long Form Improv Comedy
Relationship Science March 2013 - Present
S&P Capital IQ September 2010 - March 2013
S&P Capital IQ January 2009 - September 2010
S&P Capital IQ July 2007 - December 2008
UBS Wealth Management May 2006 - August 2006
Skills
Equities, Fixed Income, Financial Analysis, Financial Modeling, Relationship Management, Financial Markets, Hedge Funds, Investment Banking, Capital Markets, Financial Services, Valuation, Enterprise Software, Equity Research, Bloomberg, Trading, Derivatives, Investments, Asset Management, Portfolio Management, Finance
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance, Minor in International Studies
City University London
International/Global Studies
Upright Citizens Brigade Theater 2010 — 2012
Long Form Improv Comedy
Stefanie Gretkowski, CFP® Stefanie Gretkowski, CFP®'s UBS Wealth Management Experience June 2003 - June 2010
Job Certified Financial Planner™ at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
UBS Wealth Management June 2003 - June 2010
Smith Barney May 2000 - June 2003
Education
Champlain College 2010 — 2012
Master of Business Administration (MBA)
Johnson State College
BA, Professional Studies
UBS June 2010 - Present
UBS Wealth Management June 2003 - June 2010
Smith Barney May 2000 - June 2003
Education
Champlain College 2010 — 2012
Master of Business Administration (MBA)
Johnson State College
BA, Professional Studies
Jamie Markovitz Hoffman Jamie Markovitz Hoffman's UBS Wealth Management Experience May 2004 - February 2007
Job Head of Business Development at Wellcaster
Industry Internet
Experience
Wellcaster January 2014 - Present
Must Have Yoga, inc. September 2010 - Present
MHY June 2008 - September 2011
UBS September 2005 - February 2007
UBS Wealth Management May 2004 - February 2007
UBS May 1995 - February 2007
UBS November 2002 - September 2005
UBS January 2003 - January 2005
UBS November 2001 - December 2002
UBS Wealth Management May 2000 - November 2001
Skills
Entrepreneur, Business Strategy, Problem Solving, Start-ups, Strategy Development, Team Building, Strategic Planning, Strategy, Change Management, Entrepreneurship, Leadership, Organizational..., Program Management, Risk Management, Marketing, Sales, Business Development, Cross-functional Team..., Fundraising, Forecasting, Strategic Partnerships, Management Consulting, Operations Management, Executive Management, Management, CRM
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education, Greater Returns Program
Clark University 1986 — 1990
The Bronx HS of Science 1982 — 1986
Wellcaster January 2014 - Present
Must Have Yoga, inc. September 2010 - Present
MHY June 2008 - September 2011
UBS September 2005 - February 2007
UBS Wealth Management May 2004 - February 2007
UBS May 1995 - February 2007
UBS November 2002 - September 2005
UBS January 2003 - January 2005
UBS November 2001 - December 2002
UBS Wealth Management May 2000 - November 2001
Skills
Entrepreneur, Business Strategy, Problem Solving, Start-ups, Strategy Development, Team Building, Strategic Planning, Strategy, Change Management, Entrepreneurship, Leadership, Organizational..., Program Management, Risk Management, Marketing, Sales, Business Development, Cross-functional Team..., Fundraising, Forecasting, Strategic Partnerships, Management Consulting, Operations Management, Executive Management, Management, CRM
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education, Greater Returns Program
Clark University 1986 — 1990
The Bronx HS of Science 1982 — 1986
Matthew Delaney Matthew Delaney's UBS Wealth Management Experience June 2012 - August 2012
Job Associate Wealth Advisor at CliftonLarsonAllen Wealth Advisors
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors September 2014 - Present
UBS Investment Bank August 2013 - August 2014
UBS Wealth Management June 2012 - August 2012
Golden Pond Wealth Management January 2012 - February 2012
Skills
Economics, Statistics, Quantitative Finance, Entrepreneurship, Game Theory, Finance, Start-ups, Regression Analysis, Microeconomics, Macroeconomics, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis
Education
Colby College 2009 — 2013
Bachelor's Degree, Economics-Mathematics
Deerfield Academy 2004 — 2008
Diploma 2008
CliftonLarsonAllen Wealth Advisors September 2014 - Present
UBS Investment Bank August 2013 - August 2014
UBS Wealth Management June 2012 - August 2012
Golden Pond Wealth Management January 2012 - February 2012
Skills
Economics, Statistics, Quantitative Finance, Entrepreneurship, Game Theory, Finance, Start-ups, Regression Analysis, Microeconomics, Macroeconomics, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis
Education
Colby College 2009 — 2013
Bachelor's Degree, Economics-Mathematics
Deerfield Academy 2004 — 2008
Diploma 2008
Boris Sery's UBS Wealth Management Experience November 2007 - February 2008
Job
Industry Information Technology and Services
Experience
Promotions.com January 2009 - June 2010
UBS Wealth Management November 2007 - February 2008
Prudential Equity Group June 2006 - August 2007
Canon USA August 2005 - June 2006
Prudential Securities February 1999 - October 2004
Skills
Software Development, Market Data, Trading Systems, Electronic Trading, SQL, XML, Requirements Analysis, Java, Databases, Product Management, Architecture, Business Analysis, Distributed Systems
Education
City University of New York-Brooklyn College 1996 — 1999
B.S. Computer Science
Promotions.com January 2009 - June 2010
UBS Wealth Management November 2007 - February 2008
Prudential Equity Group June 2006 - August 2007
Canon USA August 2005 - June 2006
Prudential Securities February 1999 - October 2004
Skills
Software Development, Market Data, Trading Systems, Electronic Trading, SQL, XML, Requirements Analysis, Java, Databases, Product Management, Architecture, Business Analysis, Distributed Systems
Education
City University of New York-Brooklyn College 1996 — 1999
B.S. Computer Science
Michael Chen PMP's UBS Wealth Management Experience May 2006 - September 2007
Job Manage the Debt and Equity Capital Market Revenue Reporting Applications
Industry Banking
Experience
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
Arnold Kingsberg's UBS Wealth Management Experience July 2006 - October 2008
Job Senior Project Manager
Industry Information Technology and Services
Experience
Mission Mpower Inc October 2008 - September 2011
UBS Wealth Management July 2006 - October 2008
E*Trade Financial Corp July 2004 - July 2006
Skills
Equity Compensation, Executive Compensation, Project Management, Microsoft Office, Customer Relations, Software Development, Program Management, PMP, Change Management, Equities
Education
New York University - Leonard N. Stern School of Business 1977 — 1983
MBA, Organizational Conflict
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science
Mission Mpower Inc October 2008 - September 2011
UBS Wealth Management July 2006 - October 2008
E*Trade Financial Corp July 2004 - July 2006
Skills
Equity Compensation, Executive Compensation, Project Management, Microsoft Office, Customer Relations, Software Development, Program Management, PMP, Change Management, Equities
Education
New York University - Leonard N. Stern School of Business 1977 — 1983
MBA, Organizational Conflict
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science
Lincoln Phillips's UBS Wealth Management Experience January 2008 - December 2011
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS 1998 - Present
UBS Wealth Management January 2008 - December 2011
UBS Wealth Management March 2006 - December 2007
UBS Wealth Management March 2002 - February 2006
Bear Stearns January 1998 - July 1998
Wilco Systems, Inc July 1994 - December 1997
Skills
C/C++ STL, Informix 4GL, SQL, Unix Shell Scripting, C, Awk, Vi, Shell Scripting, Databases, Programming, Scripting, Unix, Sybase, Perl, Autosys, Testing, Data Warehousing, Database Design, Quality Assurance, Program Management, Trading Systems, Production Support, Oracle, Data Modeling, Solaris, Java Enterprise Edition, Equities, Fixed Income
Education
City University of New York City College 1988 — 1993
BSc, Computer Science
UBS 1998 - Present
UBS Wealth Management January 2008 - December 2011
UBS Wealth Management March 2006 - December 2007
UBS Wealth Management March 2002 - February 2006
Bear Stearns January 1998 - July 1998
Wilco Systems, Inc July 1994 - December 1997
Skills
C/C++ STL, Informix 4GL, SQL, Unix Shell Scripting, C, Awk, Vi, Shell Scripting, Databases, Programming, Scripting, Unix, Sybase, Perl, Autosys, Testing, Data Warehousing, Database Design, Quality Assurance, Program Management, Trading Systems, Production Support, Oracle, Data Modeling, Solaris, Java Enterprise Edition, Equities, Fixed Income
Education
City University of New York City College 1988 — 1993
BSc, Computer Science
Yelena Chernov's UBS Wealth Management Experience 2000 - Present
Job Associate Director, Systems Development at UBS Financial
Industry Financial Services
Experience
UBS January 2004 - Present
UBS Wealth Management 2000 - Present
UBS Financial January 2000 - January 2004
Skills
Software Project..., Data Warehousing, IT Strategy, Business Analysis, Vendor Management, SDLC, Enterprise Architecture, Oracle, IT Management, Disaster Recovery
Education
City University of New York-Brooklyn College 1996 — 2000
Bachelor of Science (BS), Computer Science
UBS January 2004 - Present
UBS Wealth Management 2000 - Present
UBS Financial January 2000 - January 2004
Skills
Software Project..., Data Warehousing, IT Strategy, Business Analysis, Vendor Management, SDLC, Enterprise Architecture, Oracle, IT Management, Disaster Recovery
Education
City University of New York-Brooklyn College 1996 — 2000
Bachelor of Science (BS), Computer Science
Jon Hung's UBS Wealth Management Experience January 2006 - June 2007
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Bank of America June 2012 - Present
Bank of America August 2010 - June 2012
Citi February 2010 - July 2010
Federal Reserve Bank of New York July 2009 - January 2010
Marsh July 2007 - June 2009
UBS Wealth Management January 2006 - June 2007
Symantec 2005 - 2005
State of New Jersey March 2004 - December 2004
Albridge Solutions 2000 - 2004
Skills
J2EE, Spring, Weblogic, Struts, Hibernate, JMS, Java, JSP, Servlets, EJB, JDBC, JBoss, Sybase, Unix, XML, Java Enterprise Edition, Websphere, SOA
Education
Syracuse University 1995 — 1997
MS, Telecommunication and Network Management
Chung Yuan Christian University 1988 — 1993
BS, Chemical Engineering
Morgan Stanley July 2014 - Present
Bank of America June 2012 - Present
Bank of America August 2010 - June 2012
Citi February 2010 - July 2010
Federal Reserve Bank of New York July 2009 - January 2010
Marsh July 2007 - June 2009
UBS Wealth Management January 2006 - June 2007
Symantec 2005 - 2005
State of New Jersey March 2004 - December 2004
Albridge Solutions 2000 - 2004
Skills
J2EE, Spring, Weblogic, Struts, Hibernate, JMS, Java, JSP, Servlets, EJB, JDBC, JBoss, Sybase, Unix, XML, Java Enterprise Edition, Websphere, SOA
Education
Syracuse University 1995 — 1997
MS, Telecommunication and Network Management
Chung Yuan Christian University 1988 — 1993
BS, Chemical Engineering
Murray Titterington, CIMA, CFP's UBS Wealth Management Experience October 2007 - September 2010
Job Investment Advisor
Industry Financial Services
Experience
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Michael Zaky's UBS Wealth Management Experience 2000 - 2004
Job Warehouse Systems Engineer at U.S. Securities and Exchange Commission
Industry Information Technology and Services
Experience
U.S. Securities and Exchange Commission August 2014 - Present
PBGC July 2009 - Present
U.S. Department of Education July 2007 - July 2009
US Census Bureau September 2004 - July 2007
UBS Wealth Management 2000 - 2004
Skills
High Availability, Oracle, Oracle RAC, Performance Tuning, Linux, RMAN, SQL, Database Design, Security, SDLC, Databases, Unix, PL/SQL, ITIL, WebLogic, Database Administration, Enterprise Architecture
Education
City University of New York City College 1991 — 1994
Engineering
U.S. Securities and Exchange Commission August 2014 - Present
PBGC July 2009 - Present
U.S. Department of Education July 2007 - July 2009
US Census Bureau September 2004 - July 2007
UBS Wealth Management 2000 - 2004
Skills
High Availability, Oracle, Oracle RAC, Performance Tuning, Linux, RMAN, SQL, Database Design, Security, SDLC, Databases, Unix, PL/SQL, ITIL, WebLogic, Database Administration, Enterprise Architecture
Education
City University of New York City College 1991 — 1994
Engineering
Wei Fu's UBS Wealth Management Experience 2005 - March 2011
Job Sr. Java Developer at UBS Wealth Management
Industry Financial Services
Experience
JP Morgan Chase March 2010 - Present
UBS Wealth Management 2005 - March 2011
Education
Loyola University Chicago 1997 — 2000
MS, Computer Science
Chongqing University
highschool
JP Morgan Chase March 2010 - Present
UBS Wealth Management 2005 - March 2011
Education
Loyola University Chicago 1997 — 2000
MS, Computer Science
Chongqing University
highschool
Paul Joseph Domino, II's UBS Wealth Management Experience October 2013 - Present
Job Product Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2013 - Present
Citigroup September 2004 - November 2009
UBS Wealth Management January 2000 - August 2004
Parsons Brinckerhoff May 1999 - December 1999
Education
University of Michigan 1987 — 1989
Master's degree
City University of New York-Hunter College 1983 — 1987
BA, Urban Studies
UBS Wealth Management October 2013 - Present
Citigroup September 2004 - November 2009
UBS Wealth Management January 2000 - August 2004
Parsons Brinckerhoff May 1999 - December 1999
Education
University of Michigan 1987 — 1989
Master's degree
City University of New York-Hunter College 1983 — 1987
BA, Urban Studies
Ryan Foster's UBS Wealth Management Experience 2005 - 2007
Job Senior Vice President Business Development at Crescent Ridge Capital Partners, LLC
Industry Financial Services
Experience
Crescent Ridge Capital Partners, LLC November 2014 - Present
Whole Life Health Inc. June 2010 - Present
Fulcrum Securities Inc March 2007 - June 2009
UBS Wealth Management 2005 - 2007
Skills
Leadership, Social Media, Investments, Management, Public Speaking, Finance, Equities, Strategic Planning, Asset Management, Portfolio Management, Healthcare, Securities, Series 7
Education
City University of New York-Hunter College 2000 — 2003
Bachelor of Arts (B.A.), Russian Literature
University of Mississippi 1993 — 1997
Bachelor's degree
St. Stephens & St. Agnes 1987 — 1993
The Institute for Integrative Nutrition
Crescent Ridge Capital Partners, LLC November 2014 - Present
Whole Life Health Inc. June 2010 - Present
Fulcrum Securities Inc March 2007 - June 2009
UBS Wealth Management 2005 - 2007
Skills
Leadership, Social Media, Investments, Management, Public Speaking, Finance, Equities, Strategic Planning, Asset Management, Portfolio Management, Healthcare, Securities, Series 7
Education
City University of New York-Hunter College 2000 — 2003
Bachelor of Arts (B.A.), Russian Literature
University of Mississippi 1993 — 1997
Bachelor's degree
St. Stephens & St. Agnes 1987 — 1993
The Institute for Integrative Nutrition
Greg Neuner's UBS Wealth Management Experience November 1998 - Present
Job Executive Director at UBS Wealth Management
Industry Capital Markets
Experience
UBS Wealth Management November 1998 - Present
Skills
Series 7, Series 63, Series 53, Environmental Awareness, Hedge Funds
Education
City University of New York-College of Staten Island 1993 — 1998
UBS Wealth Management November 1998 - Present
Skills
Series 7, Series 63, Series 53, Environmental Awareness, Hedge Funds
Education
City University of New York-College of Staten Island 1993 — 1998
Lester Bianco's UBS Wealth Management Experience 1989 - 2001
Job Director of Sales & Marketing
Industry Recreational Facilities and Services
Experience
Sports & Playground Specialist 2015 - Present
New York City Council April 2009 - December 2009
. 2009 - 2009
UBS Investment Bank 2001 - 2008
UBS Wealth Management 1989 - 2001
Skills
Capital Markets, Asset Allocation, Financial Services, Investment Banking, Wealth Management, Insurance, Finance, Alternative Investments, Equities, Derivatives, Fixed Income, Securities, Investments, Bloomberg
Education
City University of New York-College of Staten Island
Sports & Playground Specialist 2015 - Present
New York City Council April 2009 - December 2009
. 2009 - 2009
UBS Investment Bank 2001 - 2008
UBS Wealth Management 1989 - 2001
Skills
Capital Markets, Asset Allocation, Financial Services, Investment Banking, Wealth Management, Insurance, Finance, Alternative Investments, Equities, Derivatives, Fixed Income, Securities, Investments, Bloomberg
Education
City University of New York-College of Staten Island
Jeffrey Sands's UBS Wealth Management Experience 2001 - 2003
Job President at Pathway Medical
Industry Hospital & Health Care
Experience
Pathway Medical (Medical Staffing Network) 2004 - 2014
UBS Wealth Management 2001 - 2003
Nursefinders of NJ & PA 1991 - 2001
Skills
Market Development, Product Launch, Hospitals, Healthcare, Process Improvement, Start-ups
Education
Brooklyn College
Bachelors of Arts
Pathway Medical (Medical Staffing Network) 2004 - 2014
UBS Wealth Management 2001 - 2003
Nursefinders of NJ & PA 1991 - 2001
Skills
Market Development, Product Launch, Hospitals, Healthcare, Process Improvement, Start-ups
Education
Brooklyn College
Bachelors of Arts
Edwin Pagan's UBS Wealth Management Experience October 2007 - November 2014
Job Financial Crime Compliance
Industry Banking
Experience
Standard Chartered Bank November 2014 - Present
UBS Wealth Management October 2007 - November 2014
Sumitomo Mitsui Banking Corporation May 1985 - October 2007
SMBC 1985 - 2007
Citibank 1977 - 1985
Skills
Banking, Risk Management, Financial Risk, AML, Corporate Finance, Asset Management, Trade Finance, SWIFT payments, Private Banking, Wealth Management, Project Management, Disaster Recovery, Process Improvement, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Trading, Anti Money Laundering
Education
City University of New York
Standard Chartered Bank November 2014 - Present
UBS Wealth Management October 2007 - November 2014
Sumitomo Mitsui Banking Corporation May 1985 - October 2007
SMBC 1985 - 2007
Citibank 1977 - 1985
Skills
Banking, Risk Management, Financial Risk, AML, Corporate Finance, Asset Management, Trade Finance, SWIFT payments, Private Banking, Wealth Management, Project Management, Disaster Recovery, Process Improvement, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Trading, Anti Money Laundering
Education
City University of New York
Herman Loew's UBS Wealth Management Experience June 2000 - October 2007
Job Senior Production Associate at Towers Watson
Industry Insurance
Experience
Towers Watson (Towers Perrin) March 2008 - Present
UBS Wealth Management June 2000 - October 2007
The Bank of New York September 1996 - June 2000
Skills
Portfolio Management, Financial Analysis, Analysis, Equities, Financial Risk, Department Budgeting, Budgets, Procurement, Purchasing, CRM, Bloomberg, Customer Service, Print Management, Managed Print Services, Microsoft Office, Project Management, Strategic Planning, Leadership, Valuation, Data Analysis, Financial Modeling, Microsoft Excel, Risk Management, Staff Supervision
Education
Pace University 2002 — 2005
Finance
City University of New York-Brooklyn College 1990 — 1993
Education
Towers Watson (Towers Perrin) March 2008 - Present
UBS Wealth Management June 2000 - October 2007
The Bank of New York September 1996 - June 2000
Skills
Portfolio Management, Financial Analysis, Analysis, Equities, Financial Risk, Department Budgeting, Budgets, Procurement, Purchasing, CRM, Bloomberg, Customer Service, Print Management, Managed Print Services, Microsoft Office, Project Management, Strategic Planning, Leadership, Valuation, Data Analysis, Financial Modeling, Microsoft Excel, Risk Management, Staff Supervision
Education
Pace University 2002 — 2005
Finance
City University of New York-Brooklyn College 1990 — 1993
Education
Shane Ackermann's UBS Wealth Management Experience 2002 - 2005
Job Owner at Ackermann Holdings LLC, TAV Corp
Industry Hospitality
Experience
Ackermann Holdings LLC, TAV Corp 2009 - Present
EquiFirst Corporation (Barclays Capital) January 2006 - 2009
BB&T 2005 - 2007
UBS Wealth Management 2002 - 2005
Milliken & Company 1998 - 2002
Skills
Project Management, Analysis, Performance Improvement, Product Launch, Staff Development, Team Management, Credit, Portfolio Management, Banking, Financial Analysis, Leadership, Sales Management
Education
Queens University of Charlotte 2005 — 2007
MBA, Hugh McColl Graduate School of Business
Clemson University 1993 — 1997
BS, Textile Sciences and Engineering
Ackermann Holdings LLC, TAV Corp 2009 - Present
EquiFirst Corporation (Barclays Capital) January 2006 - 2009
BB&T 2005 - 2007
UBS Wealth Management 2002 - 2005
Milliken & Company 1998 - 2002
Skills
Project Management, Analysis, Performance Improvement, Product Launch, Staff Development, Team Management, Credit, Portfolio Management, Banking, Financial Analysis, Leadership, Sales Management
Education
Queens University of Charlotte 2005 — 2007
MBA, Hugh McColl Graduate School of Business
Clemson University 1993 — 1997
BS, Textile Sciences and Engineering
Brian Klasewitz's UBS Wealth Management Experience 2007 - January 2013
Job Payroll Accounting UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Northpointe Personnel October 2014 - May 2015
UBS January 2013 - May 2014
UBS Wealth Management 2007 - January 2013
UBS 2004 - 2006
Skills
Financial Services, Finance, Wealth Management, Financial Modeling, Securities, Accounting, Corporate Finance, Project Management, Account Reconciliation, Due Diligence, General Ledger, SAP, Payroll, PeopleSoft, Accounts Payable, Business Objects, Financial Analysis, Analysis, Process Improvement
Education
City University of New York-Brooklyn College 1973 — 1979
BS, Finance
Stuyvesant 1971 — 1974
Stuyvesant 1971 — 1974
UBS May 2015 - Present
Northpointe Personnel October 2014 - May 2015
UBS January 2013 - May 2014
UBS Wealth Management 2007 - January 2013
UBS 2004 - 2006
Skills
Financial Services, Finance, Wealth Management, Financial Modeling, Securities, Accounting, Corporate Finance, Project Management, Account Reconciliation, Due Diligence, General Ledger, SAP, Payroll, PeopleSoft, Accounts Payable, Business Objects, Financial Analysis, Analysis, Process Improvement
Education
City University of New York-Brooklyn College 1973 — 1979
BS, Finance
Stuyvesant 1971 — 1974
Stuyvesant 1971 — 1974
Timothy Major's UBS Wealth Management Experience January 2008 - March 2010
Job CFO at Promus Capital, LLC
Industry Financial Services
Experience
Promus Holdings, LLC April 2014 - Present
David A. Noyes & Co. June 2012 - March 2014
Aon McLagan June 2011 - March 2012
UBS Wealth Management January 2008 - March 2010
UBS Wealth Management January 2002 - December 2007
Paine Webber January 1995 - December 2001
GE Capital March 1990 - January 1994
Kidder Peabody December 1987 - March 1990
Kidder Peabody March 1986 - March 1988
Oppenheimer & Co. January 1985 - March 1986
Skills
Wealth Management, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Portfolio Management
Education
Central Michigan University 1981 — 1983
Accounting, (accounting finance strategy)
Promus Holdings, LLC April 2014 - Present
David A. Noyes & Co. June 2012 - March 2014
Aon McLagan June 2011 - March 2012
UBS Wealth Management January 2008 - March 2010
UBS Wealth Management January 2002 - December 2007
Paine Webber January 1995 - December 2001
GE Capital March 1990 - January 1994
Kidder Peabody December 1987 - March 1990
Kidder Peabody March 1986 - March 1988
Oppenheimer & Co. January 1985 - March 1986
Skills
Wealth Management, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Portfolio Management
Education
Central Michigan University 1981 — 1983
Accounting, (accounting finance strategy)
Jeanine Motroni's UBS Wealth Management Experience October 2001 - February 2010
Job Instructor/Trainer CKO Kickboxing
Industry Health, Wellness and Fitness
Experience
Club KO Gyms October 2008 - Present
UBS Wealth Management October 2001 - February 2010
CIBC Oppenheimer January 1998 - September 2001
Skills
Martial Arts, Karate
Education
City University of New York-College of Staten Island 1993 — 1997
BA, Computer Science
Club KO Gyms October 2008 - Present
UBS Wealth Management October 2001 - February 2010
CIBC Oppenheimer January 1998 - September 2001
Skills
Martial Arts, Karate
Education
City University of New York-College of Staten Island 1993 — 1997
BA, Computer Science
John Mulhall's UBS Wealth Management Experience 2000 - 2007
Job Retirement Income Certified Professional (RICP) CLU, ChFC, CASL,
Industry Financial Services
Experience
Ohio National Financial Services August 2012 - Present
Merrill Lynch April 2010 - June 2012
MS December 2007 - April 2010
UBS Wealth Management Americas 2000 - 2007
UBS Wealth Management 2000 - 2007
Skills
Fixed Annuities, Sales Management, Wealth Management, Mutual Funds, Series 7, Alternative Investments, Investments, Insurance, Fixed Income, Securities, Financial Advisory, Asset Allocation, Series 24, Equities, Series 63, Retirement Planning
Education
City University of New York-Hunter College 1976 — 1978
BA, English
Ohio National Financial Services August 2012 - Present
Merrill Lynch April 2010 - June 2012
MS December 2007 - April 2010
UBS Wealth Management Americas 2000 - 2007
UBS Wealth Management 2000 - 2007
Skills
Fixed Annuities, Sales Management, Wealth Management, Mutual Funds, Series 7, Alternative Investments, Investments, Insurance, Fixed Income, Securities, Financial Advisory, Asset Allocation, Series 24, Equities, Series 63, Retirement Planning
Education
City University of New York-Hunter College 1976 — 1978
BA, English
Hoi Wan Louis's UBS Wealth Management Experience November 2012 - March 2013
Job FIX Analyst / Business Analyst / Project Manager
Industry Information Technology and Services
Experience
Jointech Software (Shenzhen) Co., Ltd. November 2012 - March 2013
UBS Wealth Management November 2012 - March 2013
UBS Wealth Management 2006 - 2011
Bear Stearns 1996 - 2006
GRUNTAL, INC. 1996 - 1996
Seer Technologies, Inc 1988 - 1996
Kidder Peabody 1992 - 1994
Credit Suisse First Boston 1985 - 1988
Merrill Lynch 1981 - 1985
Skills
PL/1, Perl, Autosys, SQL, Java, Sybase, Shell Scripting, Windows, Stratus, Rumba, PVCS, COBOL, Solaris, TCP/IP, Putty, Unix, JSP, Tomcat, C, SDLC, ClearCase, Web Services, JCL, Fidessa, C++, Ant, XML, XSD, PHP, HTML, Linux, CSS, Project Management, Business Analysis, Information Technology, Trading Systems, Programming, Integration, Operating Systems, Databases, Agile Methodologies, Web Development, Java Enterprise Edition, Mainframe, Market Data, Software Development, Unix Shell Scripting, Agile Project Management, Eclipse
Education
New York University School of Continuing and Professional Studies 2011 — 2012
Project Management, Java, Web tools
New York University School of Continuing and Professional Studies 2006 — 2007
Java
City University of New York-Brooklyn College 1978 — 1981
Computer Science
Kingsborough Community College 1973 — 1978
AS, Computer Science
City University of New York-Hunter College
Computer Science
Jointech Software (Shenzhen) Co., Ltd. November 2012 - March 2013
UBS Wealth Management November 2012 - March 2013
UBS Wealth Management 2006 - 2011
Bear Stearns 1996 - 2006
GRUNTAL, INC. 1996 - 1996
Seer Technologies, Inc 1988 - 1996
Kidder Peabody 1992 - 1994
Credit Suisse First Boston 1985 - 1988
Merrill Lynch 1981 - 1985
Skills
PL/1, Perl, Autosys, SQL, Java, Sybase, Shell Scripting, Windows, Stratus, Rumba, PVCS, COBOL, Solaris, TCP/IP, Putty, Unix, JSP, Tomcat, C, SDLC, ClearCase, Web Services, JCL, Fidessa, C++, Ant, XML, XSD, PHP, HTML, Linux, CSS, Project Management, Business Analysis, Information Technology, Trading Systems, Programming, Integration, Operating Systems, Databases, Agile Methodologies, Web Development, Java Enterprise Edition, Mainframe, Market Data, Software Development, Unix Shell Scripting, Agile Project Management, Eclipse
Education
New York University School of Continuing and Professional Studies 2011 — 2012
Project Management, Java, Web tools
New York University School of Continuing and Professional Studies 2006 — 2007
Java
City University of New York-Brooklyn College 1978 — 1981
Computer Science
Kingsborough Community College 1973 — 1978
AS, Computer Science
City University of New York-Hunter College
Computer Science
William Fuhrman's UBS Wealth Management Experience 2003 - 2010
Job Doctor DB2
Industry Information Technology and Services
Experience
Greater NY Area June 2011 - Present
UBS June 2003 - June 2011
UBS Wealth Management 2003 - 2010
Tridex Users Group 2000 - 2010
Morgan Stanley 2002 - 2002
Themis 1996 - 2002
Pershing 1999 - 2001
IDUG 1997 - 2000
Bell Atlantic 1997 - 1999
Skills
DB2, IBM Mainframe, z/OS, Performance Tuning, Database Administration, SQL, Database Design, SQL Tuning
Education
City University of New York City College 1968 — 1972
BS, Computer Science
Stuyvesant HS 1965 — 1968
Greater NY Area June 2011 - Present
UBS June 2003 - June 2011
UBS Wealth Management 2003 - 2010
Tridex Users Group 2000 - 2010
Morgan Stanley 2002 - 2002
Themis 1996 - 2002
Pershing 1999 - 2001
IDUG 1997 - 2000
Bell Atlantic 1997 - 1999
Skills
DB2, IBM Mainframe, z/OS, Performance Tuning, Database Administration, SQL, Database Design, SQL Tuning
Education
City University of New York City College 1968 — 1972
BS, Computer Science
Stuyvesant HS 1965 — 1968
Channelle Ridgeway's UBS Wealth Management Experience 2008 - December 2011
Job Litigation Paralegal at Fidelity National Law Group
Industry Legal Services
Experience
Fidelity National Law Group August 2013 - Present
Michelman & Robinson, LLP March 2012 - July 2013
Bank of Tokyo-Mitsubishi UFJ 2012 - 2012
UBS Wealth Management 2008 - December 2011
UBS Wealth Management 2007 - 2008
Sync Sound 2007 - 2007
Katherine Gibbs School 2003 - 2005
Skills
Securities Regulation, Administrative..., Software Documentation, Legal Research, Trademarks, Microsoft Office, Time Management, Compliance, Data Entry, Outlook, Microsoft Excel, Legal Assistance, Administrative Support, Excel, Word, Teamwork, Problem Solving, Docketing, Document Drafting, Legal Documents, Adobe Acrobat, Omega, eLAW, Westlaw, Microsoft Word
Education
City University of New York-Brooklyn College 2008 — 2010
BA, Finance
Kingsborough Community College 2006 — 2008
AAS, Finance
Fidelity National Law Group August 2013 - Present
Michelman & Robinson, LLP March 2012 - July 2013
Bank of Tokyo-Mitsubishi UFJ 2012 - 2012
UBS Wealth Management 2008 - December 2011
UBS Wealth Management 2007 - 2008
Sync Sound 2007 - 2007
Katherine Gibbs School 2003 - 2005
Skills
Securities Regulation, Administrative..., Software Documentation, Legal Research, Trademarks, Microsoft Office, Time Management, Compliance, Data Entry, Outlook, Microsoft Excel, Legal Assistance, Administrative Support, Excel, Word, Teamwork, Problem Solving, Docketing, Document Drafting, Legal Documents, Adobe Acrobat, Omega, eLAW, Westlaw, Microsoft Word
Education
City University of New York-Brooklyn College 2008 — 2010
BA, Finance
Kingsborough Community College 2006 — 2008
AAS, Finance
Christopher Villanti's UBS Wealth Management Experience September 2003 - August 2005
Job Risk Manager / Administrative Manager / Operations Manager
Industry Financial Services
Experience
Merrill Lynch April 2007 - June 2009
Morgan Stanley September 2005 - April 2007
UBS Wealth Management September 2003 - August 2005
Merrill Lynch May 1999 - September 2003
Prudential Securities February 1997 - May 1999
Kings County Divers 1979 - 1999
Skills
Risk Management, Financial Analysis, Management, Strategy, Leadership, Equities, Investments, Training, Series 7, Financial Services, Securities, Mutual Funds, Finance, Wealth Management
Education
City University of New York City College 1973 — 1977
Marine Biology
City University of New York-Brooklyn College
Computer science
Merrill Lynch April 2007 - June 2009
Morgan Stanley September 2005 - April 2007
UBS Wealth Management September 2003 - August 2005
Merrill Lynch May 1999 - September 2003
Prudential Securities February 1997 - May 1999
Kings County Divers 1979 - 1999
Skills
Risk Management, Financial Analysis, Management, Strategy, Leadership, Equities, Investments, Training, Series 7, Financial Services, Securities, Mutual Funds, Finance, Wealth Management
Education
City University of New York City College 1973 — 1977
Marine Biology
City University of New York-Brooklyn College
Computer science
Mawakana Surles's UBS Wealth Management Experience September 2009 - May 2010
Job Analyst Cash Management at American Express
Industry Financial Services
Experience
American Express October 2010 - Present
Tanteo Spirits June 2010 - August 2010
UBS Wealth Management September 2009 - May 2010
American Express June 2009 - August 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers October 2007 - September 2008
Skills
Financial Reporting, PeopleSoft, Accounting, Accounts Payable, Sarbanes-Oxley Act
Education
City University of New York-Hunter College 2006 — 2010
BA, Major in Psychology, Minor in Economics
American Express October 2010 - Present
Tanteo Spirits June 2010 - August 2010
UBS Wealth Management September 2009 - May 2010
American Express June 2009 - August 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers October 2007 - September 2008
Skills
Financial Reporting, PeopleSoft, Accounting, Accounts Payable, Sarbanes-Oxley Act
Education
City University of New York-Hunter College 2006 — 2010
BA, Major in Psychology, Minor in Economics
Christopher Lue's UBS Wealth Management Experience 2006 - 2009
Job Head of HR North America at Schroders
Industry Human Resources
Experience
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
Vitaliy Roykh's UBS Wealth Management Experience 2004 - 2006
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2013 - Present
Millennium Partners December 2006 - December 2013
UBS Wealth Management 2004 - 2006
Thomson Reuters March 2002 - June 2004
TMP Worldwide December 1999 - October 2001
Z&I Consulting August 1999 - December 1999
Brooklyn College June 1998 - July 1999
Skills
Perl, Unix Shell Scripting, Trading Systems, Electronic Trading, SQL, Linux, Sybase, KDB+, Microsoft Office, Tidal Enterprise..., Cron, Middle Office, Communication Skills
Education
Brooklyn College 1996 — 1999
Bachelor of Science (BSc), Computer Science
Deutsche Bank December 2013 - Present
Millennium Partners December 2006 - December 2013
UBS Wealth Management 2004 - 2006
Thomson Reuters March 2002 - June 2004
TMP Worldwide December 1999 - October 2001
Z&I Consulting August 1999 - December 1999
Brooklyn College June 1998 - July 1999
Skills
Perl, Unix Shell Scripting, Trading Systems, Electronic Trading, SQL, Linux, Sybase, KDB+, Microsoft Office, Tidal Enterprise..., Cron, Middle Office, Communication Skills
Education
Brooklyn College 1996 — 1999
Bachelor of Science (BSc), Computer Science
Charanjeet Kalra's UBS Wealth Management Experience 2006 - 2011
Job Desktop Support Onsite Consultant from ASI SYSTEM at Canon USA
Industry Information Technology and Services
Experience
Canon USA April 2011 - Present
ASI System Integration June 2007 - Present
UBS Wealth Management 2006 - 2011
Bear Stearns 2002 - 2005
Skills
Technical Support, Active Directory, Microsoft Certified..., CompTIA, A+, Laptops, Windows XP, Windows 7, Printers, Help Desk Support, Hardware, Servers, Blackberry, XP, Computer Hardware, CompTIA A+, IT Management, Norton Ghost, Windows Server, DHCP, Disaster Recovery, Vendor Management, Troubleshooting, BMC Remedy, Networking
Education
City University of New York 2007 — 2009
Bachelors, BTECH
Gov Model Co-Ed school, Ludlo Castle 1993 — 1995
High School
Canon USA April 2011 - Present
ASI System Integration June 2007 - Present
UBS Wealth Management 2006 - 2011
Bear Stearns 2002 - 2005
Skills
Technical Support, Active Directory, Microsoft Certified..., CompTIA, A+, Laptops, Windows XP, Windows 7, Printers, Help Desk Support, Hardware, Servers, Blackberry, XP, Computer Hardware, CompTIA A+, IT Management, Norton Ghost, Windows Server, DHCP, Disaster Recovery, Vendor Management, Troubleshooting, BMC Remedy, Networking
Education
City University of New York 2007 — 2009
Bachelors, BTECH
Gov Model Co-Ed school, Ludlo Castle 1993 — 1995
High School
K Chris M's UBS Wealth Management Experience May 2008 - September 2008
Job Head of Retail Expansion
Industry Retail
Experience
EFW November 2010 - Present
EdVenture Partners January 2010 - May 2010
Mediacom June 2009 - August 2009
United Furniture Industries April 2009 - May 2009
UBS Wealth Management May 2008 - September 2008
Education
City University of Hong Kong
The George Washington University
Bachelor of Business Administration (BBA), Marketing
EFW November 2010 - Present
EdVenture Partners January 2010 - May 2010
Mediacom June 2009 - August 2009
United Furniture Industries April 2009 - May 2009
UBS Wealth Management May 2008 - September 2008
Education
City University of Hong Kong
The George Washington University
Bachelor of Business Administration (BBA), Marketing
Brian Cornelius's UBS Wealth Management Experience May 2010 - August 2010
Job Director of Sales, Southeast at Zipit Wireless, Inc.
Industry Capital Markets
Experience
Zipit Wireless, Inc. January 2014 - Present
InterAct Public Safety January 2012 - January 2014
Cornelius Home Development January 2009 - January 2012
Clemson Fire & EMS August 2010 - December 2011
UBS Wealth Management May 2010 - August 2010
Skills
Customer Service, Sales, Strategic Planning, Contract Negotiation, Public Speaking, Social Media, Problem Solving, Leadership, Direct Sales, Team Leadership, Team Building, Start-ups, Training, Salesforce.com, Sales Management, Program Management, Entrepreneurship, Sales Process, Account Management, SaaS, Strategy, Business Development, Management, Public Relations, Strategic Partnerships, Solution Selling, Sales Operations, Lead Generation, Selling, CRM, Cloud Computing, Competitive Analysis
Education
Clemson University - College of Business and Behavioral Science 2009 — 2011
Bachelor of Science, Business Management & Entrepreneurship
University of California, Santa Barbara 2007 — 2008
Business Economics; Political Science
Zipit Wireless, Inc. January 2014 - Present
InterAct Public Safety January 2012 - January 2014
Cornelius Home Development January 2009 - January 2012
Clemson Fire & EMS August 2010 - December 2011
UBS Wealth Management May 2010 - August 2010
Skills
Customer Service, Sales, Strategic Planning, Contract Negotiation, Public Speaking, Social Media, Problem Solving, Leadership, Direct Sales, Team Leadership, Team Building, Start-ups, Training, Salesforce.com, Sales Management, Program Management, Entrepreneurship, Sales Process, Account Management, SaaS, Strategy, Business Development, Management, Public Relations, Strategic Partnerships, Solution Selling, Sales Operations, Lead Generation, Selling, CRM, Cloud Computing, Competitive Analysis
Education
Clemson University - College of Business and Behavioral Science 2009 — 2011
Bachelor of Science, Business Management & Entrepreneurship
University of California, Santa Barbara 2007 — 2008
Business Economics; Political Science
Jalbert Desrivieres's UBS Wealth Management Experience July 2009 - Present
Job Branch Examiner Authorized Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2009 - Present
UBS Wealth Management November 2005 - July 2009
Skills
AML, Financial Risk, Risk Management, Financial Services, Securities, Anti Money Laundering, FINRA, Investments, Capital Markets
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2003
Criminal Justice/Police Science
UBS Wealth Management July 2009 - Present
UBS Wealth Management November 2005 - July 2009
Skills
AML, Financial Risk, Risk Management, Financial Services, Securities, Anti Money Laundering, FINRA, Investments, Capital Markets
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2003
Criminal Justice/Police Science
Michelle Henley, MBA's UBS Wealth Management Experience July 2007 - September 2008
Job Board of Directors, Treasurer at Roland Springs Homeowners Association
Industry Financial Services
Experience
Mommy Teach-Shirts http://mommyteachshirts.com/ June 2015 - Present
Roland Springs HOA January 2015 - Present
Roland Springs Homeowners Association November 2012 - January 2015
UBS Wealth Management July 2007 - September 2008
UBS Wealth Management February 2004 - July 2007
Skills
Business Strategy, Team Management, Project Planning, Customer Service, Critical Thinking, Strategic Thinking, Risk Management, Relationship Management, Vendor Management, P&L Analysis, Microsoft Excel, Microsoft Word, Analysis, Program Management, Financial Modeling, Financial Analysis, Portfolio Management, Compensations, HRIS, PeopleSoft, Research, Human Resources, Balance Sheet, Wealth Management, Investment Banking, Purchasing, Purchase Orders, Bloomberg Terminal, PowerPoint
Education
The Johns Hopkins University 2008 — 2010
MBA, Business Administration and Management, General
City University of New York 2000 — 2004
BA, Psychology
Mommy Teach-Shirts http://mommyteachshirts.com/ June 2015 - Present
Roland Springs HOA January 2015 - Present
Roland Springs Homeowners Association November 2012 - January 2015
UBS Wealth Management July 2007 - September 2008
UBS Wealth Management February 2004 - July 2007
Skills
Business Strategy, Team Management, Project Planning, Customer Service, Critical Thinking, Strategic Thinking, Risk Management, Relationship Management, Vendor Management, P&L Analysis, Microsoft Excel, Microsoft Word, Analysis, Program Management, Financial Modeling, Financial Analysis, Portfolio Management, Compensations, HRIS, PeopleSoft, Research, Human Resources, Balance Sheet, Wealth Management, Investment Banking, Purchasing, Purchase Orders, Bloomberg Terminal, PowerPoint
Education
The Johns Hopkins University 2008 — 2010
MBA, Business Administration and Management, General
City University of New York 2000 — 2004
BA, Psychology
Susan Chawki's UBS Wealth Management Experience March 2015 - Present
Job Authorized Officer at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
UBS Wealth Management November 2010 - Present
NYU Langone Medical Center July 2009 - June 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Data Analysis, Business Analysis, Equities, Access, Portfolio Management, Analysis, Process Improvement, SDLC, Trading Systems, Microsoft Excel, Quality Assurance, Management, Risk Management, Microsoft Word, Vendor Management, Requirements Analysis
Education
City University of New York-College of Staten Island 2006 — 2010
International Business, Business Management & Finance
UBS Wealth Management March 2015 - Present
UBS Wealth Management November 2010 - Present
NYU Langone Medical Center July 2009 - June 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Data Analysis, Business Analysis, Equities, Access, Portfolio Management, Analysis, Process Improvement, SDLC, Trading Systems, Microsoft Excel, Quality Assurance, Management, Risk Management, Microsoft Word, Vendor Management, Requirements Analysis
Education
City University of New York-College of Staten Island 2006 — 2010
International Business, Business Management & Finance
Reginald Simeon's UBS Wealth Management Experience November 1998 - May 1999
Job Teacher at NYCDOE
Industry Education Management
Experience
NYC Dept. of Education April 2001 - Present
UBS Wealth Management November 1998 - May 1999
ABC Television 1993 - 1998
Skills
Classroom Instruction, Lesson Planning, Curriculum Design, Elementary Education, Classroom Management, School Administration, Financial Management
Education
Brooklyn College 2009 — 2011
M.S. Educational Leadership, Educational Leadership and Administration, K-12
Long Island University, Brooklyn Campus 2001 — 2003
M.S. Edu., Secondary Education and Teaching, K-12
Long Island University, Brooklyn Campus 1997 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Hunter College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Philosophy
NYC Dept. of Education April 2001 - Present
UBS Wealth Management November 1998 - May 1999
ABC Television 1993 - 1998
Skills
Classroom Instruction, Lesson Planning, Curriculum Design, Elementary Education, Classroom Management, School Administration, Financial Management
Education
Brooklyn College 2009 — 2011
M.S. Educational Leadership, Educational Leadership and Administration, K-12
Long Island University, Brooklyn Campus 2001 — 2003
M.S. Edu., Secondary Education and Teaching, K-12
Long Island University, Brooklyn Campus 1997 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Hunter College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Philosophy
Billy Calloway's UBS Wealth Management Experience March 2008 - April 2009
Job Capital Specialist at Fora Financial
Industry Financial Services
Experience
Fora Financial January 2015 - Present
Allen School of Health Sciences September 2012 - November 2014
Art Institute of New York August 2011 - September 2012
UBS Wealth Management March 2008 - April 2009
Bear Stearns July 2006 - February 2008
MF Global October 1998 - January 2006
Lamonaca Trading April 1986 - September 1998
Skills
Recruiting, Sales, Best Execution, Electronic Trading, Operations, Commodity Markets, Options, Commodity, Trading, World Class Customer..., Derivatives, Equities, Currency, Fixed Income, Middle Office, Hedge Funds, Banking, Investment Banking, Training, Prime Brokerage
Education
City University of New York-Hunter College 1985 — 1987
History
Fora Financial January 2015 - Present
Allen School of Health Sciences September 2012 - November 2014
Art Institute of New York August 2011 - September 2012
UBS Wealth Management March 2008 - April 2009
Bear Stearns July 2006 - February 2008
MF Global October 1998 - January 2006
Lamonaca Trading April 1986 - September 1998
Skills
Recruiting, Sales, Best Execution, Electronic Trading, Operations, Commodity Markets, Options, Commodity, Trading, World Class Customer..., Derivatives, Equities, Currency, Fixed Income, Middle Office, Hedge Funds, Banking, Investment Banking, Training, Prime Brokerage
Education
City University of New York-Hunter College 1985 — 1987
History
Yelena Chernov's UBS Wealth Management Experience Associate Director, Information Services DivisionUBS Wealth ManagementJanuary 2000 - Present
Job at UBS
Industry Financial Services
Experience
UBS Wealth Management Associate Director, Information Services DivisionUBS Wealth ManagementJanuary 2000 - Present
Education
City University of New York-Brooklyn College 1996 — 2000
BS, Computer Science
UBS Wealth Management Associate Director, Information Services DivisionUBS Wealth ManagementJanuary 2000 - Present
Education
City University of New York-Brooklyn College 1996 — 2000
BS, Computer Science
Shaun Mutch's UBS Wealth Management Experience June 2015 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Wealth Management December 2011 - June 2015
The Ayco Company September 2002 - December 2011
Education
Claremont McKenna College
UBS Wealth Management June 2015 - Present
UBS Wealth Management December 2011 - June 2015
The Ayco Company September 2002 - December 2011
Education
Claremont McKenna College
Ashley Holpp's UBS Wealth Management Experience July 2010 - Present
Job Graduate Training Program UBS Wealth Management
Industry Financial Services
JOHN LUYANDO's UBS Wealth Management Experience February 2011 - September 2011
Job Relationship Manager Business Banking at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase December 2011 - February 2015
UBS Wealth Management February 2011 - September 2011
TD Bank May 2006 - February 2011
People's Bank May 2001 - May 2006
Skills
Loans, Banking, Credit, Portfolio Management, Retail Banking, Finance, Commercial Banking, Management, Mortgage Lending, Small Business Lending, New Business Development, Customer Service, Budgets, Credit Analysis, Sales, Branch Banking, Coaching, Commercial Lending, Cash Management, Accounting, Wealth Management
Education
Charter Oak State College
Southern Connecticut State University
Economics
sis
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase December 2011 - February 2015
UBS Wealth Management February 2011 - September 2011
TD Bank May 2006 - February 2011
People's Bank May 2001 - May 2006
Skills
Loans, Banking, Credit, Portfolio Management, Retail Banking, Finance, Commercial Banking, Management, Mortgage Lending, Small Business Lending, New Business Development, Customer Service, Budgets, Credit Analysis, Sales, Branch Banking, Coaching, Commercial Lending, Cash Management, Accounting, Wealth Management
Education
Charter Oak State College
Southern Connecticut State University
Economics
sis
Mo Obayomi's UBS Wealth Management Experience August 2013 - December 2013
Job Manager, Loyalty
Industry Oil & Energy
Experience
Mapco Express December 2014 - Present
Mapco Express December 2013 - December 2014
UBS Wealth Management August 2013 - December 2013
UBS Wealth Management January 2011 - August 2013
NBC July 2008 - December 2008
Skills
Capital Markets, Fixed Income, Bonds, Bloomberg, Bloomberg Terminal, Investments, Structured Products, Foreign Exchange, Alternative Investments
Education
Middle Tennessee State University 2009 — 2011
Master of Arts (M.A.), Financial Economics
CFA Institute
CFA candidate
City University of New York City College
Bachelor's degree, Economics
Mapco Express December 2014 - Present
Mapco Express December 2013 - December 2014
UBS Wealth Management August 2013 - December 2013
UBS Wealth Management January 2011 - August 2013
NBC July 2008 - December 2008
Skills
Capital Markets, Fixed Income, Bonds, Bloomberg, Bloomberg Terminal, Investments, Structured Products, Foreign Exchange, Alternative Investments
Education
Middle Tennessee State University 2009 — 2011
Master of Arts (M.A.), Financial Economics
CFA Institute
CFA candidate
City University of New York City College
Bachelor's degree, Economics
Jean-Marie Johnson's UBS Wealth Management Experience 2007 - 2010
Job Managerial Professional
Industry Financial Services
Experience
ADP March 2011 - Present
UBS Wealth Management 2007 - 2010
Skills
Management, Training, Project Management, Organizational..., Strategic Planning, Human Resources, Business Analysis, Financial Services, Program Management, Recruiting, Vendor Management
Education
City University of New York-College of Staten Island 1994 — 1997
MS, Elementary Education
City University of New York-College of Staten Island 1988 — 1994
BA, Liberal Arts
ADP March 2011 - Present
UBS Wealth Management 2007 - 2010
Skills
Management, Training, Project Management, Organizational..., Strategic Planning, Human Resources, Business Analysis, Financial Services, Program Management, Recruiting, Vendor Management
Education
City University of New York-College of Staten Island 1994 — 1997
MS, Elementary Education
City University of New York-College of Staten Island 1988 — 1994
BA, Liberal Arts
Dhivya Sanjay's UBS Wealth Management Experience August 2010 - March 2011
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley April 2011 - March 2013
UBS Wealth Management August 2010 - March 2011
NJM Insurance Group March 2009 - July 2010
UBS Wealth Management January 2007 - October 2008
UST Global 2003 - 2005
Skills
SDLC, Requirements Analysis, Unix, Web Services, XML, Java Enterprise Edition, Software Project..., SQL, Agile Methodologies, Enterprise Architecture, Java, JavaScript
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Engineering
Morgan Stanley June 2013 - Present
Morgan Stanley April 2011 - March 2013
UBS Wealth Management August 2010 - March 2011
NJM Insurance Group March 2009 - July 2010
UBS Wealth Management January 2007 - October 2008
UST Global 2003 - 2005
Skills
SDLC, Requirements Analysis, Unix, Web Services, XML, Java Enterprise Edition, Software Project..., SQL, Agile Methodologies, Enterprise Architecture, Java, JavaScript
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Engineering
Kathleen Golding's UBS Wealth Management Experience November 1998 - August 2006
Job Fund Analyst at Commonfund
Industry Accounting
Experience
Commonfund January 2008 - Present
UBS Investment Bank August 2006 - November 2007
UBS Wealth Management November 1998 - August 2006
Education
City University of New York-Brooklyn College 1986 — 1991
Bachelor of Arts (BA), Economics
Commonfund January 2008 - Present
UBS Investment Bank August 2006 - November 2007
UBS Wealth Management November 1998 - August 2006
Education
City University of New York-Brooklyn College 1986 — 1991
Bachelor of Arts (BA), Economics
Brendan Grimes's UBS Wealth Management Experience August 2007 - August 2008
Job Resource Center Associate at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC April 2013 - Present
Primerica January 2011 - April 2013
CyberDefender December 2010 - June 2012
Trilogy Financial Services May 2010 - May 2011
UBS Wealth Management August 2007 - August 2008
Skills
Retail Brokerage, Mutual Funds, New Account Opening, ACATS, Fed Fund Wires, Check Deposits, Wealth Management, Cost Basis, Call Centers, Series 7, Series 63
Education
City University of New York City College 1992 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Cetera Advisor Networks LLC April 2013 - Present
Primerica January 2011 - April 2013
CyberDefender December 2010 - June 2012
Trilogy Financial Services May 2010 - May 2011
UBS Wealth Management August 2007 - August 2008
Skills
Retail Brokerage, Mutual Funds, New Account Opening, ACATS, Fed Fund Wires, Check Deposits, Wealth Management, Cost Basis, Call Centers, Series 7, Series 63
Education
City University of New York City College 1992 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Joseph Dietz's UBS Wealth Management Experience April 2007 - November 2011
Job Experienced Customer Service Professional
Industry Financial Services
Experience
UBS Wealth Management April 2007 - November 2011
R.R. Bowker October 2004 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Writing, Customer-focused Service, Proofreading
Education
Centenary College 1998 — 2000
Certification, Education
Virginia Polytechnic Institute and State University 1988 — 1993
Bachelor of Arts (B.A.), English
UBS Wealth Management April 2007 - November 2011
R.R. Bowker October 2004 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Writing, Customer-focused Service, Proofreading
Education
Centenary College 1998 — 2000
Certification, Education
Virginia Polytechnic Institute and State University 1988 — 1993
Bachelor of Arts (B.A.), English
Drew Jamner's UBS Wealth Management Experience July 2011 - August 2011
Job Credit Analyst at Informa Global Markets
Industry Financial Services
Experience
Informa Global Markets January 2015 - Present
INTL FCStone Inc. June 2014 - December 2014
KLS Professional Advisors, LLC July 2012 - June 2014
Bessemer Trust January 2012 - January 2012
UBS Wealth Management July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Excel, Equities, Investment Banking, Microsoft Office, Investments, PowerPoint, Portfolio Management, Alternative Investments, Excel, Mutual Funds, Asset Allocation, Investment Management, Securities, Investment Advisory, People Skills
Education
Colby College 2008 — 2012
B.A., Major: International Studies (Concentration: International Economic Policy)
Weston High School 2004 — 2008
Informa Global Markets January 2015 - Present
INTL FCStone Inc. June 2014 - December 2014
KLS Professional Advisors, LLC July 2012 - June 2014
Bessemer Trust January 2012 - January 2012
UBS Wealth Management July 2011 - August 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Microsoft Excel, Equities, Investment Banking, Microsoft Office, Investments, PowerPoint, Portfolio Management, Alternative Investments, Excel, Mutual Funds, Asset Allocation, Investment Management, Securities, Investment Advisory, People Skills
Education
Colby College 2008 — 2012
B.A., Major: International Studies (Concentration: International Economic Policy)
Weston High School 2004 — 2008
basil henry's UBS Wealth Management Experience 1990 - 2011
Job null Professional
Industry Financial Services
Experience
UBS Wealth Management 1990 - 2011
Education
City University of New York-Herbert H. Lehman College
Bachelor's degree, Business Administration and Management, General
UBS Wealth Management 1990 - 2011
Education
City University of New York-Herbert H. Lehman College
Bachelor's degree, Business Administration and Management, General
Fred Weingart's UBS Wealth Management Experience July 2002 - November 2011
Job Financial Advisor First Vice PresidentWealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2011 - Present
UBS Wealth Management July 2002 - November 2011
KIDS EXPRESS May 1993 - July 2002
Education
Brooklyn College 1972 — 1977
Bachelor of Science (BS), Accounting
Lafayette High School 1970 — 1972
Morgan Stanley Smith Barney November 2011 - Present
UBS Wealth Management July 2002 - November 2011
KIDS EXPRESS May 1993 - July 2002
Education
Brooklyn College 1972 — 1977
Bachelor of Science (BS), Accounting
Lafayette High School 1970 — 1972
Kent Dao's UBS Wealth Management Experience July 2006 - July 2008
Job Lead Software Engineer at Dex Media
Industry Marketing and Advertising
Experience
Dex One August 2008 - Present
UBS Wealth Management July 2006 - July 2008
Travelocity / Site59 October 2000 - July 2006
E TimesSquare October 1999 - October 2000
Skills
JAVA, Spring, JDBC, XML, JSP, Tomcat, SOAP, Subversion, Lucene, JavaScript, JUnit, SQL Server, AJAX, HTML, Linux, Ant, Maven, CVS, ASP, VBScript, JSON, PHP, Resin, Windows, DB2, PostgreSQL, Log4j, Struts, XSLT, JiBX, J2EE, Yourkit, JProfiler, JMeter, Hibernate JPA, Hadoop Distributed File..., CXF, Flume, Apache Spark, Big Data, Scala
Education
City University of New York City College
Master's degree, INFORMATION SYSTEMS
City University of New York City College
Bachelor's degree, Computer Science
Dex One August 2008 - Present
UBS Wealth Management July 2006 - July 2008
Travelocity / Site59 October 2000 - July 2006
E TimesSquare October 1999 - October 2000
Skills
JAVA, Spring, JDBC, XML, JSP, Tomcat, SOAP, Subversion, Lucene, JavaScript, JUnit, SQL Server, AJAX, HTML, Linux, Ant, Maven, CVS, ASP, VBScript, JSON, PHP, Resin, Windows, DB2, PostgreSQL, Log4j, Struts, XSLT, JiBX, J2EE, Yourkit, JProfiler, JMeter, Hibernate JPA, Hadoop Distributed File..., CXF, Flume, Apache Spark, Big Data, Scala
Education
City University of New York City College
Master's degree, INFORMATION SYSTEMS
City University of New York City College
Bachelor's degree, Computer Science
Rob Meenan's UBS Wealth Management Experience June 2015 - Present
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
Barclays January 2011 - June 2015
Merrill Lynch August 2006 - January 2011
SMC Corporation of America May 1996 - August 2006
Skills
Holistic Financial..., Wealth Management, Portfolio Management, Manager Selection, Alternative Investment..., Investment Banking, Capital Markets, Structured Investments
Education
Clarkson University 1992 — 1996
UBS Wealth Management June 2015 - Present
Barclays January 2011 - June 2015
Merrill Lynch August 2006 - January 2011
SMC Corporation of America May 1996 - August 2006
Skills
Holistic Financial..., Wealth Management, Portfolio Management, Manager Selection, Alternative Investment..., Investment Banking, Capital Markets, Structured Investments
Education
Clarkson University 1992 — 1996
Stephen Cucchiarelli's UBS Wealth Management Experience September 2010 - Present
Job Middle Markets Business Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2010 - Present
UBS July 2006 - September 2010
BYK-Chemie USA September 2005 - July 2006
Skills
Wealth Management
Education
Central Connecticut State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Wealth Management September 2010 - Present
UBS July 2006 - September 2010
BYK-Chemie USA September 2005 - July 2006
Skills
Wealth Management
Education
Central Connecticut State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Salihe Redzovic's UBS Wealth Management Experience July 2013 - August 2013
Job Endowments & Foundations Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Baruch College August 2011 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
Baruch College August 2013 - May 2014
Finance and Economic Society May 2012 - December 2013
UBS Wealth Management July 2013 - August 2013
Bryant Park Capital April 2013 - May 2013
Office of Assembly Member Linda B. Rosenthal September 2012 - December 2012
PrivCo June 2012 - August 2012
Staten Island Technical High School 2009 - 2011
Education
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor of Business Administration (BBA)
City University of Hong Kong 2014 — 2014
Exchange Program - College of Business
Staten Island Technical High School 2008 — 2011
Honors Diploma
J.P. Morgan Asset Management July 2015 - Present
Baruch College August 2011 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
Baruch College August 2013 - May 2014
Finance and Economic Society May 2012 - December 2013
UBS Wealth Management July 2013 - August 2013
Bryant Park Capital April 2013 - May 2013
Office of Assembly Member Linda B. Rosenthal September 2012 - December 2012
PrivCo June 2012 - August 2012
Staten Island Technical High School 2009 - 2011
Education
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor of Business Administration (BBA)
City University of Hong Kong 2014 — 2014
Exchange Program - College of Business
Staten Island Technical High School 2008 — 2011
Honors Diploma
Walter Burenin, CIMA (R)'s UBS Wealth Management Experience May 2012 - May 2015
Job Unemployed
Industry Financial Services
Experience
N/A May 2015 - Present
UBS Wealth Management May 2012 - May 2015
UBS Wealth Management June 2009 - May 2012
UBS January 2009 - May 2009
Merrill Lynch June 1972 - January 2009
Skills
Series 7, Series 63, Series 65, Series 4, Series 12, Series 24, Series 53, Series 3
Education
UC Berkeley 1971 — 1972
City College of San Francisco
N/A May 2015 - Present
UBS Wealth Management May 2012 - May 2015
UBS Wealth Management June 2009 - May 2012
UBS January 2009 - May 2009
Merrill Lynch June 1972 - January 2009
Skills
Series 7, Series 63, Series 65, Series 4, Series 12, Series 24, Series 53, Series 3
Education
UC Berkeley 1971 — 1972
City College of San Francisco
James Dow's UBS Wealth Management Experience February 2005 - March 2009
Job Director of Examinations, Wealth Management & Operational Risk at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta March 2009 - Present
UBS Wealth Management February 2005 - March 2009
Federal Reserve Bank of Atlanta April 2003 - January 2005
Coutts March 1998 - April 2003
Federal Reserve Bank of Atlanta January 1996 - March 1998
Office of the Comptroller of the Currency June 1993 - January 1996
Skills
Certified Fiduciary and..., Certified Anti-Money...
Education
Cleveland State University 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor of Arts (BA), International Relations and Affairs
Federal Reserve Bank of Atlanta March 2009 - Present
UBS Wealth Management February 2005 - March 2009
Federal Reserve Bank of Atlanta April 2003 - January 2005
Coutts March 1998 - April 2003
Federal Reserve Bank of Atlanta January 1996 - March 1998
Office of the Comptroller of the Currency June 1993 - January 1996
Skills
Certified Fiduciary and..., Certified Anti-Money...
Education
Cleveland State University 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor of Arts (BA), International Relations and Affairs
Matthew Rosenhein's UBS Wealth Management Experience May 2010 - August 2010
Job Partner Sales | Customer Experience | Technical Support
Industry Information Technology and Services
Experience
HOLDCOM February 2013 - Present
Self-employed 2010 - Present
UBS Wealth Management May 2010 - August 2010
Montclair Learning Center May 2008 - August 2009
Skills
Channel Sales, Professional Audio, IP PBX, Computer Repair, Research, Microsoft Office, Social Media, VoIP, IVR, Telephony, Call Centers, Digital Audio, Asterisk, Technical Support, CRM
Education
Clark University 2008 — 2012
BA, Business Administration and Management, General History
Montclair State University
HOLDCOM February 2013 - Present
Self-employed 2010 - Present
UBS Wealth Management May 2010 - August 2010
Montclair Learning Center May 2008 - August 2009
Skills
Channel Sales, Professional Audio, IP PBX, Computer Repair, Research, Microsoft Office, Social Media, VoIP, IVR, Telephony, Call Centers, Digital Audio, Asterisk, Technical Support, CRM
Education
Clark University 2008 — 2012
BA, Business Administration and Management, General History
Montclair State University