UBS Wealth Management
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UBS Wealth Management Employees
Employee
Years
Job
Industry
Daniel Rudyak Daniel Rudyak's UBS Wealth Management Experience July 2011 - August 2011
Job CoFounder, Cortex Composites
Industry Investment Banking
Experience
Cortex Composites, LLC June 2011 - Present
Ginadan Capital April 2014 - Present
Houlihan Lokey October 2013 - April 2014
Frazier Capital February 2013 - April 2013
Ernst & Young June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
Mergers & Acquisitions, Valuation, Finance, Consulting, Entrepreneurship, Financial Modeling, Venture Capital
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
USC Marshall School of Business 2010 — 2013
BSBA, Finance, General
Harvard-Westlake
Cortex Composites, LLC June 2011 - Present
Ginadan Capital April 2014 - Present
Houlihan Lokey October 2013 - April 2014
Frazier Capital February 2013 - April 2013
Ernst & Young June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
Mergers & Acquisitions, Valuation, Finance, Consulting, Entrepreneurship, Financial Modeling, Venture Capital
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
USC Marshall School of Business 2010 — 2013
BSBA, Finance, General
Harvard-Westlake
Charles Roberts, CFP® Charles Roberts, CFP®'s UBS Wealth Management Experience 1989 - 1992
Job Founder and CEO of Financial Freedom Planners
Industry Financial Services
Experience
Financial Freedom Planners May 2013 - Present
Garrett Planning Network June 2013 - Present
Cambridge Advisors July 2009 - June 2013
Thompson Davis April 2006 - September 2007
Middleburg Bank April 2003 - October 2005
Branch Cabell & Co, 1997 - 2002
First of Michigan 1994 - 1997
Stifel Nicolaus 1992 - 1993
UBS Wealth Management 1989 - 1992
Prudential Securities 1986 - 1989
Skills
Financial Advisory, Certified Financial..., Investments, Wealth Coach, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Consultation, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Investment Advisory..., Estate Planning, Succession Planning, Financial Markets, Economics, Investment Advisory, Wealth, Asset Managment, Business Planning, Mergers, Retirement, Strategy, Securities, Asset Management, Wealth Management..., Financial Planners, Asset Allocation, ETFs, Bonds, Series 63, Insurance, Mutual Funds, Executive Management, Investment Management, Series 7, Alternative Investments, IRAs, Financial Services, 401k, Fixed Annuities, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Options, Personal Finance, Life Insurance
Education
University of Pennsylvania - The Wharton School 1987 — 1990
Securities Industry Institute
College for Financial Planning 1982 — 1986
CFP, Financial Planning
Penn State University 1970 — 1974
BA with Honors, Economics
Financial Freedom Planners May 2013 - Present
Garrett Planning Network June 2013 - Present
Cambridge Advisors July 2009 - June 2013
Thompson Davis April 2006 - September 2007
Middleburg Bank April 2003 - October 2005
Branch Cabell & Co, 1997 - 2002
First of Michigan 1994 - 1997
Stifel Nicolaus 1992 - 1993
UBS Wealth Management 1989 - 1992
Prudential Securities 1986 - 1989
Skills
Financial Advisory, Certified Financial..., Investments, Wealth Coach, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Consultation, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Investment Advisory..., Estate Planning, Succession Planning, Financial Markets, Economics, Investment Advisory, Wealth, Asset Managment, Business Planning, Mergers, Retirement, Strategy, Securities, Asset Management, Wealth Management..., Financial Planners, Asset Allocation, ETFs, Bonds, Series 63, Insurance, Mutual Funds, Executive Management, Investment Management, Series 7, Alternative Investments, IRAs, Financial Services, 401k, Fixed Annuities, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Options, Personal Finance, Life Insurance
Education
University of Pennsylvania - The Wharton School 1987 — 1990
Securities Industry Institute
College for Financial Planning 1982 — 1986
CFP, Financial Planning
Penn State University 1970 — 1974
BA with Honors, Economics
Lisa Adamson's UBS Wealth Management Experience January 2012 - May 2014
Job Senior Registered Client Associate, The Cottonwood Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
UBS Wealth Management January 2012 - May 2014
Morgan Stanley September 2002 - January 2012
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Asset Allocation, Customer Experience, Client Services, Marketing Communications, Administrative..., Events Coordination, Customer Service, IRAs, Roth IRA, Financial Analysis, Marketing, Business Development, Financial Reporting, Investment Banking, Cash Flow, Document Management, Due Diligence, Organizational..., Planned Giving, Investors, Portfolio Management
Education
College of Marin 1986 — 1988
General Eduation, General Studies
Woods Cross High School 1984 — 1986
Wells Fargo Advisors May 2014 - Present
UBS Wealth Management January 2012 - May 2014
Morgan Stanley September 2002 - January 2012
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Asset Allocation, Customer Experience, Client Services, Marketing Communications, Administrative..., Events Coordination, Customer Service, IRAs, Roth IRA, Financial Analysis, Marketing, Business Development, Financial Reporting, Investment Banking, Cash Flow, Document Management, Due Diligence, Organizational..., Planned Giving, Investors, Portfolio Management
Education
College of Marin 1986 — 1988
General Eduation, General Studies
Woods Cross High School 1984 — 1986
Myles Gillespie Myles Gillespie's UBS Wealth Management Experience August 2014 - October 2014
Job Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust November 2014 - Present
UBS Wealth Management August 2014 - October 2014
Brown Brothers Harriman June 2012 - August 2012
Marketfield Asset Management January 2012 - January 2012
Universal Builders Supply May 2011 - July 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, CRM, Microsoft Office, Research, Social Media, Public Speaking, Customer Service, Facebook, English, Event Planning, Photoshop, Social Media Marketing, Social Networking, Spanish, Leadership, Blogging, Outlook
Education
College of the Holy Cross 2009 — 2013
Bachelor of Science (BS), History
Atlantic Trust November 2014 - Present
UBS Wealth Management August 2014 - October 2014
Brown Brothers Harriman June 2012 - August 2012
Marketfield Asset Management January 2012 - January 2012
Universal Builders Supply May 2011 - July 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, CRM, Microsoft Office, Research, Social Media, Public Speaking, Customer Service, Facebook, English, Event Planning, Photoshop, Social Media Marketing, Social Networking, Spanish, Leadership, Blogging, Outlook
Education
College of the Holy Cross 2009 — 2013
Bachelor of Science (BS), History
Natalie M. (Van Abel) Asher Natalie M. (Van Abel) Asher's UBS Wealth Management Experience August 2007 - June 2008
Job Associate at SLATE Partners, LLC
Industry Investment Banking
Experience
SLATE Partners LLC May 2014 - Present
Cherry Creek Family Offices / Impact Opportunities Fund May 2013 - April 2014
Green Manning & Bunch April 2012 - May 2013
Meritage Funds January 2012 - April 2012
Integware June 2008 - July 2011
UBS Wealth Management August 2007 - June 2008
Dish Network June 2007 - August 2007
Citi Smith Barney August 2006 - August 2007
EchoStar Corporation May 2006 - August 2006
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategic Consulting, Enterprise Valuation, Cross-functional Team..., Strategy, DCF, Cash Flow Forecasting, Building Relationships, Collaborative Problem..., Due Diligence, CRM, Strategic Planning, Analysis, Finance, Data Analysis, Team Leadership, Entrepreneurship, Leadership, Business Planning, Management, Contract Negotiation, Marketing, Valuation, Project Management, Private Equity, Investment Banking
Education
Colorado State University 2004 — 2008
BSBA - Financial Investment Analysis, Finance (Major), Spanish (Minor), Computer Information Systems (Certificate)
Concordia College 2003 — 2004
Chemistry
SLATE Partners LLC May 2014 - Present
Cherry Creek Family Offices / Impact Opportunities Fund May 2013 - April 2014
Green Manning & Bunch April 2012 - May 2013
Meritage Funds January 2012 - April 2012
Integware June 2008 - July 2011
UBS Wealth Management August 2007 - June 2008
Dish Network June 2007 - August 2007
Citi Smith Barney August 2006 - August 2007
EchoStar Corporation May 2006 - August 2006
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategic Consulting, Enterprise Valuation, Cross-functional Team..., Strategy, DCF, Cash Flow Forecasting, Building Relationships, Collaborative Problem..., Due Diligence, CRM, Strategic Planning, Analysis, Finance, Data Analysis, Team Leadership, Entrepreneurship, Leadership, Business Planning, Management, Contract Negotiation, Marketing, Valuation, Project Management, Private Equity, Investment Banking
Education
Colorado State University 2004 — 2008
BSBA - Financial Investment Analysis, Finance (Major), Spanish (Minor), Computer Information Systems (Certificate)
Concordia College 2003 — 2004
Chemistry
Craig Moser, CFP®, CRPC® Craig Moser, CFP®, CRPC®'s UBS Wealth Management Experience September 2000 - July 2006
Job Senior Portfolio Manager, Financial Advisor, Registered Representative
Industry Financial Services
Experience
Maestro Wealth Advisors, LLC October 2014 - Present
Maestro Wealth Advisors, LLC July 2012 - Present
Merrill Lynch September 2006 - June 2012
UBS Wealth Management September 2000 - July 2006
Moser Financial Services 1992 - 1999
Skills
Retirement Planning, Investments, Retirement, Series 7, Asset Allocation, Wealth Management, Portfolio Management, Strategic Financial..., Mutual Funds, Uniform Combined State..., Financial Services, Wealth, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Managment, Alternative Investments, Series 66, Financial Advisory, CRPC, CFP
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Certified Financial Planner
The University of Texas at San Antonio
Pre-Medicine/Pre-Medical Studies
Wake Forest University
Psychology
Winston-Salem State University
Bachelor of Science (B.S.), Financial Planning and Services
Maestro Wealth Advisors, LLC October 2014 - Present
Maestro Wealth Advisors, LLC July 2012 - Present
Merrill Lynch September 2006 - June 2012
UBS Wealth Management September 2000 - July 2006
Moser Financial Services 1992 - 1999
Skills
Retirement Planning, Investments, Retirement, Series 7, Asset Allocation, Wealth Management, Portfolio Management, Strategic Financial..., Mutual Funds, Uniform Combined State..., Financial Services, Wealth, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Managment, Alternative Investments, Series 66, Financial Advisory, CRPC, CFP
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Certified Financial Planner
The University of Texas at San Antonio
Pre-Medicine/Pre-Medical Studies
Wake Forest University
Psychology
Winston-Salem State University
Bachelor of Science (B.S.), Financial Planning and Services
Mitchell Gouzenko's UBS Wealth Management Experience October 2012 - June 2013
Job Python Development Intern at SevenRooms
Industry
Experience
SevenRooms March 2014 - Present
Columbia University Financial Engineering Club October 2013 - Present
Accelerate Academy June 2012 - Present
UBS Wealth Management October 2012 - June 2013
Skills
Public Speaking, Mathematica, Microsoft Office, HTML, C, English, Python, JavaScript, Java, Front-end Web Design, C++, Concurrent Programming
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2017
Bachelor of Science (BS), Applied Mathematics, Computer Science
Columbia University in the City of New York 2010 — 2013
Science Honors Program
Bergen County Academies 2009 — 2013
International Baccalaureate Diploma
SevenRooms March 2014 - Present
Columbia University Financial Engineering Club October 2013 - Present
Accelerate Academy June 2012 - Present
UBS Wealth Management October 2012 - June 2013
Skills
Public Speaking, Mathematica, Microsoft Office, HTML, C, English, Python, JavaScript, Java, Front-end Web Design, C++, Concurrent Programming
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2017
Bachelor of Science (BS), Applied Mathematics, Computer Science
Columbia University in the City of New York 2010 — 2013
Science Honors Program
Bergen County Academies 2009 — 2013
International Baccalaureate Diploma
Robert Biggar Robert Biggar's UBS Wealth Management Experience May 2009 - August 2009
Job Analyst, New Business Development Group at KeyBank
Industry Banking
Experience
KeyBank September 2012 - Present
KeyBanc Capital Markets June 2011 - September 2012
United Way of Greater Cleveland August 2011 - December 2011
KeyBanc Capital Markets January 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Banking, Financial Modeling, Series 7, Valuation, Financial Analysis, Investment Banking, Credit Analysis, Capital Markets, Portfolio Management, Corporate Finance
Education
Colgate University 2007 — 2011
BA, Economics
University School 2003 — 2007
KeyBank September 2012 - Present
KeyBanc Capital Markets June 2011 - September 2012
United Way of Greater Cleveland August 2011 - December 2011
KeyBanc Capital Markets January 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Banking, Financial Modeling, Series 7, Valuation, Financial Analysis, Investment Banking, Credit Analysis, Capital Markets, Portfolio Management, Corporate Finance
Education
Colgate University 2007 — 2011
BA, Economics
University School 2003 — 2007
Corinne Caracausa's UBS Wealth Management Experience August 2014 - Present
Job Analyst at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Shades of Stone Harbor May 2010 - August 2012
Overboard Detailing June 2010 - August 2011
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Mount St. Joseph Academy 2006 — 2010
Diploma
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Shades of Stone Harbor May 2010 - August 2012
Overboard Detailing June 2010 - August 2011
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Mount St. Joseph Academy 2006 — 2010
Diploma
Todd Hopkins Todd Hopkins's UBS Wealth Management Experience September 2004 - February 2006
Job Managing Partner at Hopkins Consult
Industry Investment Banking
Experience
Hopkins Consult February 2006 - Present
Sand Hill Global Advisors September 2010 - September 2011
UBS Wealth Management September 2004 - February 2006
Bank of America March 2000 - October 2004
J.P. Morgan October 1997 - October 1999
Charles Schwab January 1995 - October 1997
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Strategic Planning, Credit, Business Development, Financial Modeling, Business Planning, Finance, Strategic Financial..., Fixed Income, Customer Service, Credit Analysis, Organizational..., Refinance, Market Research, Options, Retail Banking, Outsourcing, Wealth Management, Private Equity, Mergers & Acquisitions, Valuation
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Hopkins Consult February 2006 - Present
Sand Hill Global Advisors September 2010 - September 2011
UBS Wealth Management September 2004 - February 2006
Bank of America March 2000 - October 2004
J.P. Morgan October 1997 - October 1999
Charles Schwab January 1995 - October 1997
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Strategic Planning, Credit, Business Development, Financial Modeling, Business Planning, Finance, Strategic Financial..., Fixed Income, Customer Service, Credit Analysis, Organizational..., Refinance, Market Research, Options, Retail Banking, Outsourcing, Wealth Management, Private Equity, Mergers & Acquisitions, Valuation
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Herman Tiemens II, MBA, CFP® Herman Tiemens II, MBA, CFP®'s UBS Wealth Management Experience November 2006 - May 2011
Job Sr Financial Advisor, Sr Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
UBS Wealth Management November 2006 - May 2011
United Airlines October 1997 - August 2006
Eli Lilly and Company September 1992 - August 1995
IBM January 1991 - June 1991
J.P. Morgan June 1990 - August 1990
Skills
Investments, Finance, Financial Services, Strategic Planning, Marketing Communications, Insurance, Financial Analysis, Financial Modeling, Financial Goals, Relationship Management, Variable Annuities, Asset Managment
Education
College for Financial Planning 2008 — 2011
CFP®, Certified Financial Planner
London Business School 1995 — 1997
MBA, Strategy & Finance
Iowa State University - College of Business 1986 — 1990
BBA, Mgt Information Systems & Int'l Relations
Wells Fargo Advisors May 2011 - Present
UBS Wealth Management November 2006 - May 2011
United Airlines October 1997 - August 2006
Eli Lilly and Company September 1992 - August 1995
IBM January 1991 - June 1991
J.P. Morgan June 1990 - August 1990
Skills
Investments, Finance, Financial Services, Strategic Planning, Marketing Communications, Insurance, Financial Analysis, Financial Modeling, Financial Goals, Relationship Management, Variable Annuities, Asset Managment
Education
College for Financial Planning 2008 — 2011
CFP®, Certified Financial Planner
London Business School 1995 — 1997
MBA, Strategy & Finance
Iowa State University - College of Business 1986 — 1990
BBA, Mgt Information Systems & Int'l Relations
Brianna Baker Brianna Baker's UBS Wealth Management Experience September 2015 - Present
Job Event Marketing Coordinator at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2015 - Present
UBS Wealth Management March 2014 - September 2015
St Mary's University College, Twickenham August 2012 - December 2013
UBS August 2012 - August 2013
Colorado State University August 2010 - May 2012
Colorado State University August 2008 - May 2012
Association of Student Activity Programming August 2008 - May 2011
Colorado State University - College of Business March 2009 - May 2009
Skills
Event Planning, Leadership, Time Management, Marketing, Public Speaking, Event Management, Teamwork, Microsoft Office, Team Leadership, Program Management, Human Resources, Recruiting, Budgets, Leadership Development, Organizing, PowerPoint, Sales, Social Media, Social Networking, Concert Production, Data Analysis, Research, Music Industry, Fundraising, Collaboration, Cross-divisional..., Corporate Communications, Cross-cultural..., Critical Thinking, Organizational..., Mass Marketing, Global Teams, Employee Training, Conflict Management
Education
St Mary's University College, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Marketing & Management
UBS Wealth Management September 2015 - Present
UBS Wealth Management March 2014 - September 2015
St Mary's University College, Twickenham August 2012 - December 2013
UBS August 2012 - August 2013
Colorado State University August 2010 - May 2012
Colorado State University August 2008 - May 2012
Association of Student Activity Programming August 2008 - May 2011
Colorado State University - College of Business March 2009 - May 2009
Skills
Event Planning, Leadership, Time Management, Marketing, Public Speaking, Event Management, Teamwork, Microsoft Office, Team Leadership, Program Management, Human Resources, Recruiting, Budgets, Leadership Development, Organizing, PowerPoint, Sales, Social Media, Social Networking, Concert Production, Data Analysis, Research, Music Industry, Fundraising, Collaboration, Cross-divisional..., Corporate Communications, Cross-cultural..., Critical Thinking, Organizational..., Mass Marketing, Global Teams, Employee Training, Conflict Management
Education
St Mary's University College, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Marketing & Management
Brian Wohlner Brian Wohlner's UBS Wealth Management Experience June 2014 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Education
Kent Denver
Kent Denver
University of Denver - Sturm College of Law 2009 — 2013
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Denver - Daniels College of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Colorado College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
UBS Wealth Management June 2014 - Present
Education
Kent Denver
Kent Denver
University of Denver - Sturm College of Law 2009 — 2013
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Denver - Daniels College of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Colorado College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Benjamin Glass Benjamin Glass's UBS Wealth Management Experience June 2013 - August 2013
Job Director of Operations at Service Year
Industry Financial Services
Experience
Service Year June 2015 - Present
Indonesian Heritage Society October 2014 - May 2015
Ent Federal Credit Union May 2014 - July 2014
UBS Wealth Management June 2013 - August 2013
American Cancer Society March 2013 - June 2013
Pikes Peak Cardiology June 2011 - August 2011
Skills
Marketing, Investments, Microsoft Office, Stata, Financial Analysis
Education
Colorado College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Service Year June 2015 - Present
Indonesian Heritage Society October 2014 - May 2015
Ent Federal Credit Union May 2014 - July 2014
UBS Wealth Management June 2013 - August 2013
American Cancer Society March 2013 - June 2013
Pikes Peak Cardiology June 2011 - August 2011
Skills
Marketing, Investments, Microsoft Office, Stata, Financial Analysis
Education
Colorado College 2010 — 2014
Bachelor of Arts (B.A.), Economics
David Reiser David Reiser's UBS Wealth Management Experience June 2000 - April 2008
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
UBS Wealth Management June 2000 - April 2008
Paine Webber 1994 - 2000
Kidder Peabody 1986 - 1994
Skills
Financial Planning, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Insurance, Strategic Financial..., Asset Managment, Series 63, Risk Management, Alternative Investments, Equities, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Series 7
Education
College for Financial Planning 1989 — 1991
Master of Science (MS), Financial and Estate Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1981 — 1982
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1977 — 1981
BS, Biomedical Engineering
Joseph Case High School 1974 — 1977
Morgan Stanley April 2008 - Present
UBS Wealth Management June 2000 - April 2008
Paine Webber 1994 - 2000
Kidder Peabody 1986 - 1994
Skills
Financial Planning, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Insurance, Strategic Financial..., Asset Managment, Series 63, Risk Management, Alternative Investments, Equities, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Series 7
Education
College for Financial Planning 1989 — 1991
Master of Science (MS), Financial and Estate Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1981 — 1982
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1977 — 1981
BS, Biomedical Engineering
Joseph Case High School 1974 — 1977
Roy Serruto, Jr., MPA, CRPC®, AIF® Roy Serruto, Jr., MPA, CRPC®, AIF®'s UBS Wealth Management Experience March 2011 - July 2011
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
American Red Cross June 2012 - Present
RSSJ Properties, LLC. July 2011 - Present
VS3 Studios, LLC. September 2009 - Present
PNC July 2011 - January 2013
UBS Wealth Management March 2011 - July 2011
UBS Wealth Management June 2005 - July 2011
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Wealth Management, Customer Relations, Equities, PowerPoint, Research, Customer Service, Budgeting, Microsoft Office, Banking, Social Media, Asset Management, Budgets, Asset Managment, Strategic Financial..., Series 7, Series 63, Financial Services, Financial Analysis, Loans, Credit, Finance, Mutual Funds, Fundraising, Management, Marketing, Sales, Investment Strategies, Business Development, Securities, Portfolio Management, Leadership, Financial Advisory, Asset Allocation, Risk Management, New Business Development, Investment Advisory, Training, Relationship Management, Estate Planning, Alternative Investments, Mortgage Lending, Account Management, Small Business, Analysis, Selling
Education
College for Financial Planning 2010 — 2010
Charted Retirement Planning Counselor Professional Designation, Retirement Planning
University of Dayton 2006 — 2009
Masters, Public Administration
University of Tennessee-Knoxville 2001 — 2005
Bachelors, Political Science
PNC Wealth Management January 2013 - Present
American Red Cross June 2012 - Present
RSSJ Properties, LLC. July 2011 - Present
VS3 Studios, LLC. September 2009 - Present
PNC July 2011 - January 2013
UBS Wealth Management March 2011 - July 2011
UBS Wealth Management June 2005 - July 2011
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Wealth Management, Customer Relations, Equities, PowerPoint, Research, Customer Service, Budgeting, Microsoft Office, Banking, Social Media, Asset Management, Budgets, Asset Managment, Strategic Financial..., Series 7, Series 63, Financial Services, Financial Analysis, Loans, Credit, Finance, Mutual Funds, Fundraising, Management, Marketing, Sales, Investment Strategies, Business Development, Securities, Portfolio Management, Leadership, Financial Advisory, Asset Allocation, Risk Management, New Business Development, Investment Advisory, Training, Relationship Management, Estate Planning, Alternative Investments, Mortgage Lending, Account Management, Small Business, Analysis, Selling
Education
College for Financial Planning 2010 — 2010
Charted Retirement Planning Counselor Professional Designation, Retirement Planning
University of Dayton 2006 — 2009
Masters, Public Administration
University of Tennessee-Knoxville 2001 — 2005
Bachelors, Political Science
Yi (Eva) Yang's UBS Wealth Management Experience October 2012 - December 2012
Job Risk Analytic at CITI
Industry Financial Services
Experience
Citi November 2014 - Present
The Hartford July 2013 - Present
APM June 2012 - Present
UBS Wealth Management October 2012 - December 2012
Ricks Consulting Group June 2012 - August 2012
People's Insurance Company June 2010 - July 2010
Skills
Programming, Matlab, R, Python, C++, VBA, Risk Modeling, Financial Engineering, Information Technology, Digital Media, Social Media, Business Analysis, Financial Data..., Market Research, Financial Modeling, Stata, Risk Management, Statistics, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master, Financial and Managerial Application
University of Illinois at Urbana-Champaign 2008 — 2011
BS, Mathematics, Actuarial Science
Citi November 2014 - Present
The Hartford July 2013 - Present
APM June 2012 - Present
UBS Wealth Management October 2012 - December 2012
Ricks Consulting Group June 2012 - August 2012
People's Insurance Company June 2010 - July 2010
Skills
Programming, Matlab, R, Python, C++, VBA, Risk Modeling, Financial Engineering, Information Technology, Digital Media, Social Media, Business Analysis, Financial Data..., Market Research, Financial Modeling, Stata, Risk Management, Statistics, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master, Financial and Managerial Application
University of Illinois at Urbana-Champaign 2008 — 2011
BS, Mathematics, Actuarial Science
Pat Hughes Pat Hughes's UBS Wealth Management Experience September 2012 - December 2012
Job Research Analyst at Ipsos ASI
Industry Market Research
Experience
Ipsos ASI June 2014 - Present
North American Power January 2014 - April 2014
Colorado College June 2013 - November 2013
UBS Wealth Management September 2012 - December 2012
The Hickories: A Local CSA Farm 2009 - 2012
Skills
Qualitative Research, Research, SPSS, Stata, Statistics, Data Analysis, Field Work, Grant Writing, Ecology, Environmental Science, Science, Higher Education, Mathematica, Community Outreach, Program Evaluation
Education
Colorado College 2009 — 2013
Bachelor of Arts (BA), Environmental Science, 3.5
University of Vermont 2009 — 2009
Wilton High School
Ipsos ASI June 2014 - Present
North American Power January 2014 - April 2014
Colorado College June 2013 - November 2013
UBS Wealth Management September 2012 - December 2012
The Hickories: A Local CSA Farm 2009 - 2012
Skills
Qualitative Research, Research, SPSS, Stata, Statistics, Data Analysis, Field Work, Grant Writing, Ecology, Environmental Science, Science, Higher Education, Mathematica, Community Outreach, Program Evaluation
Education
Colorado College 2009 — 2013
Bachelor of Arts (BA), Environmental Science, 3.5
University of Vermont 2009 — 2009
Wilton High School
Timothy Curley, CRPC's UBS Wealth Management Experience March 2008 - August 2014
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
UBS Wealth Management March 2008 - August 2014
Merrill Lynch September 2005 - March 2008
GAINSystems April 2000 - September 2005
AMSPEC March 1985 - March 2000
Harshaw Chemical 1978 - 1985
Harshaw Chemical 1978 - 1985
Education
College for Financial Planning 2012 — 2012
CRPC, Chartered Retirement Planning Counselor
Geneva College 1974 — 1978
BS, Chemistry
Wells Fargo Advisors August 2014 - Present
UBS Wealth Management March 2008 - August 2014
Merrill Lynch September 2005 - March 2008
GAINSystems April 2000 - September 2005
AMSPEC March 1985 - March 2000
Harshaw Chemical 1978 - 1985
Harshaw Chemical 1978 - 1985
Education
College for Financial Planning 2012 — 2012
CRPC, Chartered Retirement Planning Counselor
Geneva College 1974 — 1978
BS, Chemistry
Michael Zizmer's UBS Wealth Management Experience November 2008 - Present
Job Private Wealth Advisor Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Merrill Lynch Investment Managers January 1988 - November 2008
Skills
Series 7, Series 65, Series 63, Series 31, Financial Planning, Alternative Investments, Financial Markets, Investments, Variable Annuitites, LIfe Insurance
Education
Colorado State University
BA, Finance
UBS Wealth Management November 2008 - Present
Merrill Lynch Investment Managers January 1988 - November 2008
Skills
Series 7, Series 65, Series 63, Series 31, Financial Planning, Alternative Investments, Financial Markets, Investments, Variable Annuitites, LIfe Insurance
Education
Colorado State University
BA, Finance
Matthew Preddy, CRPC Matthew Preddy, CRPC's UBS Wealth Management Experience April 2006 - July 2007
Job Associate Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services September 2014 - Present
TD Ameritrade August 2007 - August 2014
UBS Wealth Management April 2006 - July 2007
Waddell & Reed July 2004 - April 2006
Action Oldsmobile Cadillac GMC Trucks, Inc May 1999 - August 2001
Skills
Client Development, Qualifying Prospects, Computer Proficiency, Client Counseling, Investment Strategies, Communication Skills, Account Management, Sales Management, New Business Development, Series 7, Series 66, Uniform Combined State..., Retirement Planning, Mutual Funds, Strategic Financial..., Bonds, Asset Allocation, FINRA, Retirement, ETFs, Securities, 401k, IRAs, Personal Financial..., High Net Worth..., Relationship Management, Investment Management, Asset Management, Options, Sales, Stocks, Retirement Plan..., Series 65, Series 63, Investment Advisory, Wealth Management, Series 24, Financial Advisory, Insurance, Wealth Management..., Financial Services, Finance, Alternative Investments, Equities, Portfolio Management, Estate Planning, Trading, Life Insurance, Separately Managed..., Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Economics and Business; Minor in Mathematics
Edelman Financial Services September 2014 - Present
TD Ameritrade August 2007 - August 2014
UBS Wealth Management April 2006 - July 2007
Waddell & Reed July 2004 - April 2006
Action Oldsmobile Cadillac GMC Trucks, Inc May 1999 - August 2001
Skills
Client Development, Qualifying Prospects, Computer Proficiency, Client Counseling, Investment Strategies, Communication Skills, Account Management, Sales Management, New Business Development, Series 7, Series 66, Uniform Combined State..., Retirement Planning, Mutual Funds, Strategic Financial..., Bonds, Asset Allocation, FINRA, Retirement, ETFs, Securities, 401k, IRAs, Personal Financial..., High Net Worth..., Relationship Management, Investment Management, Asset Management, Options, Sales, Stocks, Retirement Plan..., Series 65, Series 63, Investment Advisory, Wealth Management, Series 24, Financial Advisory, Insurance, Wealth Management..., Financial Services, Finance, Alternative Investments, Equities, Portfolio Management, Estate Planning, Trading, Life Insurance, Separately Managed..., Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Economics and Business; Minor in Mathematics
Kun (Sandy) Pu's UBS Wealth Management Experience January 2012 - April 2012
Job Equity Dividend Research Associate
Industry Capital Markets
Experience
Markit March 2013 - Present
Markit June 2012 - August 2012
NYSE Euronext February 2012 - May 2012
UBS Wealth Management January 2012 - April 2012
Vencon Management October 2011 - December 2011
Skills
Valuation, Bloomberg, Due Diligence, Financial Analysis, Capital IQ, Financial Modeling, Equity Research, Thompson One, Eviews, Morningstar, C++, Stata, VBA, Microsoft Office, C, Factiva, Leadership, Capital Markets, Portfolio Management, Options, Alternative Investments, Entrepreneurship, Emerging Markets, Financial Markets, Private Equity, Corporate Finance, Factset, Thomson One, SalesLogix, Essbase
Education
Columbia University 2011 — 2013
MS, Management Science and Engineering (Joint Program with Columbia Business School)
Columbia College (NY) 2010 — 2011
Exchange Undergraduate, Financial Economics
Xiamen University 2007 — 2010
B.S., Financial Economics, B.A., English Literature
Markit March 2013 - Present
Markit June 2012 - August 2012
NYSE Euronext February 2012 - May 2012
UBS Wealth Management January 2012 - April 2012
Vencon Management October 2011 - December 2011
Skills
Valuation, Bloomberg, Due Diligence, Financial Analysis, Capital IQ, Financial Modeling, Equity Research, Thompson One, Eviews, Morningstar, C++, Stata, VBA, Microsoft Office, C, Factiva, Leadership, Capital Markets, Portfolio Management, Options, Alternative Investments, Entrepreneurship, Emerging Markets, Financial Markets, Private Equity, Corporate Finance, Factset, Thomson One, SalesLogix, Essbase
Education
Columbia University 2011 — 2013
MS, Management Science and Engineering (Joint Program with Columbia Business School)
Columbia College (NY) 2010 — 2011
Exchange Undergraduate, Financial Economics
Xiamen University 2007 — 2010
B.S., Financial Economics, B.A., English Literature
Louis Croce's UBS Wealth Management Experience June 2011 - August 2011
Job Software Engineer at TripAdvisor
Industry Computer Software
Experience
TripAdvisor January 2015 - Present
Columbia University January 2013 - December 2014
TripAdvisor May 2014 - August 2014
The MathWorks May 2013 - August 2013
FalconStor Software June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
UBS Wealth Management June 2009 - August 2010
Skills
C, Python, Unix, C++, Java, Git, iOS Development, PHP, SQL, jQuery, HTML 5, CSS3, Ruby on Rails, Vim, Bash, Swift, Objective-C, Ruby, JavaScript, Linux, Mac OS, Web Development, OCaml, Matlab, CSS, HTML, Microsoft Visual Studio..., Windows, Jazz Improvisation, Play Framework, Trombone, Guitar, Mercurial, Subversion
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Master of Science (M.S.), Computer Science, 3.50
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
TripAdvisor January 2015 - Present
Columbia University January 2013 - December 2014
TripAdvisor May 2014 - August 2014
The MathWorks May 2013 - August 2013
FalconStor Software June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
UBS Wealth Management June 2009 - August 2010
Skills
C, Python, Unix, C++, Java, Git, iOS Development, PHP, SQL, jQuery, HTML 5, CSS3, Ruby on Rails, Vim, Bash, Swift, Objective-C, Ruby, JavaScript, Linux, Mac OS, Web Development, OCaml, Matlab, CSS, HTML, Microsoft Visual Studio..., Windows, Jazz Improvisation, Play Framework, Trombone, Guitar, Mercurial, Subversion
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Master of Science (M.S.), Computer Science, 3.50
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Jarrell Sweet's UBS Wealth Management Experience February 2011 - April 2013
Job Associate at Camden Securities Company
Industry Investment Management
Experience
Camden Securities July 2014 - Present
JP Morgan May 2013 - May 2014
UBS Wealth Management February 2011 - April 2013
New York Yankees June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Economics, Portfolio Management, Investment Management, Finance, Securities, Investments
Education
Colorado College 2005 — 2010
Bachelor of Arts, Economics
Camden Securities July 2014 - Present
JP Morgan May 2013 - May 2014
UBS Wealth Management February 2011 - April 2013
New York Yankees June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Economics, Portfolio Management, Investment Management, Finance, Securities, Investments
Education
Colorado College 2005 — 2010
Bachelor of Arts, Economics
Pete Tomassi, CFP Pete Tomassi, CFP's UBS Wealth Management Experience March 2005 - April 2009
Job CERTIFIED FINANCIAL PLANNER™, FeeOnly Financial Planner, FeeOnly Investment Manager, Tomassi Financial Planning, LLC
Industry Financial Services
Experience
Tomassi Financial Planning, LLC December 2012 - Present
Liberty University August 2013 - Present
Ronald Blue & Co. August 2011 - December 2012
USAA February 2010 - August 2011
UBS Wealth Management March 2005 - April 2009
Awana Clubs International July 1995 - July 2004
United States Air Force April 1989 - June 1995
Education
College for Financial Planning
Master of Science
Wayland Baptist University
Bachelor of Science
Word of Life Bible Institute
Diploma
Defense Language Institute
Diploma
Tomassi Financial Planning, LLC December 2012 - Present
Liberty University August 2013 - Present
Ronald Blue & Co. August 2011 - December 2012
USAA February 2010 - August 2011
UBS Wealth Management March 2005 - April 2009
Awana Clubs International July 1995 - July 2004
United States Air Force April 1989 - June 1995
Education
College for Financial Planning
Master of Science
Wayland Baptist University
Bachelor of Science
Word of Life Bible Institute
Diploma
Defense Language Institute
Diploma
Matt Hensel Matt Hensel's UBS Wealth Management Experience September 2010 - December 2010
Job Associate Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust December 2013 - Present
Bernstein Global Wealth Management August 2013 - November 2013
Target November 2012 - March 2013
Wells Fargo August 2012 - November 2012
College of Charleston Student Finance and Investment Club August 2011 - May 2012
Punch & Associates May 2011 - August 2011
Blue Granite Capital, LLC January 2011 - May 2011
UBS Wealth Management September 2010 - December 2010
Skills
Bloomberg Terminal, VBA, Morningstar, Excel, Word, PowerPoint, German, IFRS, US GAAP, Financial Analysis, Financial Modeling, Financial Management, Economics, Econometrics, Economic Modeling, Economic Research, Equity Research, Equity Valuation, Options Strategies, Options, Equity Trading
Education
College of Charleston 2008 — 2012
B.S, Economics, Finance
U.S. Trust December 2013 - Present
Bernstein Global Wealth Management August 2013 - November 2013
Target November 2012 - March 2013
Wells Fargo August 2012 - November 2012
College of Charleston Student Finance and Investment Club August 2011 - May 2012
Punch & Associates May 2011 - August 2011
Blue Granite Capital, LLC January 2011 - May 2011
UBS Wealth Management September 2010 - December 2010
Skills
Bloomberg Terminal, VBA, Morningstar, Excel, Word, PowerPoint, German, IFRS, US GAAP, Financial Analysis, Financial Modeling, Financial Management, Economics, Econometrics, Economic Modeling, Economic Research, Equity Research, Equity Valuation, Options Strategies, Options, Equity Trading
Education
College of Charleston 2008 — 2012
B.S, Economics, Finance
Augusto Giachino Augusto Giachino's UBS Wealth Management Experience June 2012 - Present
Job President, Logic State LLC
Industry Financial Services
Experience
Logic State LLC August 1998 - Present
UBS Wealth Management June 2012 - Present
Cambrian Consulting January 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2011
Aon July 2010 - October 2010
Merck February 2009 - June 2010
Credit Suisse First Boston May 2008 - December 2008
MetLife November 2008 - November 2008
Morgan Stanley Smith Barney March 2007 - May 2008
Adobe Systems April 2007 - June 2007
Skills
Risk Management, Data Management, SDLC, Business Analysis, Vendor Management, Project Execution, User Experience, Global Regulatory..., STP, SOA, Information Architecture, Project Management, Business Development, Requirements Gathering, CRM, IT Strategy, Strategy, Business Process, User Interface Design, Integration, Software Documentation, Financial Services, Trading Systems, Front to Back Office, Leadership
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Marketing/Marketing Management, General
Harvard University 1984 — 1989
BA, Cognitive Science
Concord Academy 1980 — 1984
School of Visual Arts
Film/Video and Photographic Arts
Logic State LLC August 1998 - Present
UBS Wealth Management June 2012 - Present
Cambrian Consulting January 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2011
Aon July 2010 - October 2010
Merck February 2009 - June 2010
Credit Suisse First Boston May 2008 - December 2008
MetLife November 2008 - November 2008
Morgan Stanley Smith Barney March 2007 - May 2008
Adobe Systems April 2007 - June 2007
Skills
Risk Management, Data Management, SDLC, Business Analysis, Vendor Management, Project Execution, User Experience, Global Regulatory..., STP, SOA, Information Architecture, Project Management, Business Development, Requirements Gathering, CRM, IT Strategy, Strategy, Business Process, User Interface Design, Integration, Software Documentation, Financial Services, Trading Systems, Front to Back Office, Leadership
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Marketing/Marketing Management, General
Harvard University 1984 — 1989
BA, Cognitive Science
Concord Academy 1980 — 1984
School of Visual Arts
Film/Video and Photographic Arts
Pace Kessenich Pace Kessenich's UBS Wealth Management Experience 2005 - 2007
Job Financial Advisor at WMS Partners
Industry Financial Services
Experience
WMS Partners May 2007 - Present
UBS Wealth Management 2005 - 2007
Townsend Capital, LLC November 2001 - March 2005
Sterling Partners January 2000 - October 2001
CEMCOM Corporation July 1995 - May 1998
Colgate University January 1992 - June 1995
United States Navy 1982 - March 1991
Education
Columbia University - Columbia Business School 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Rensselaer Polytechnic Institute 1987 — 1989
Master's degree, Industrial Engineering
United States Naval Academy 1978 — 1982
Bachelor's degree, Mathematics
WMS Partners May 2007 - Present
UBS Wealth Management 2005 - 2007
Townsend Capital, LLC November 2001 - March 2005
Sterling Partners January 2000 - October 2001
CEMCOM Corporation July 1995 - May 1998
Colgate University January 1992 - June 1995
United States Navy 1982 - March 1991
Education
Columbia University - Columbia Business School 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Rensselaer Polytechnic Institute 1987 — 1989
Master's degree, Industrial Engineering
United States Naval Academy 1978 — 1982
Bachelor's degree, Mathematics
Ram (Ramchandran Maharajapuram Easwarasharma) Maharajapuram Ram (Ramchandran Maharajapuram Easwarasharma) Maharajapuram's UBS Wealth Management Experience April 2011 - June 2011
Job Product Manager, Identity & Access Management professional, J2EE/Web Services engineer, Technical Presales consultant
Industry Information Technology and Services
Experience
Cognizant Technology Solutions May 2012 - Present
UBS January 2015 - Present
UBS June 2013 - December 2014
UBS July 2011 - May 2013
Cognizant Technology Solutions April 2010 - April 2012
UBS Wealth Management April 2011 - June 2011
Sallie Mae July 2009 - August 2010
Cognizant Technology Solutions June 2006 - July 2009
ADP Taxware June 2008 - June 2009
Nielsen Media Research January 2008 - May 2008
Skills
J2EE, Java, MVC, Sybase, SQL Server 2000-2008, Oracle, Siteminder, CA Directory, Active Directory, Unix, Unix Shell Scripting, CXF, XML, Oracle Identity..., Apache HTTP Client, Apache Axis2, Websphere, JBoss, Tomcat, Java Enterprise Edition, JBoss Application Server, Requirements Analysis, Web Services, Spring Framework, Software Development, Hibernate, JSP
Education
College of Engineering, Guindy 2002 — 2006
B.E., Mechanical Engineering
Cognizant Technology Solutions May 2012 - Present
UBS January 2015 - Present
UBS June 2013 - December 2014
UBS July 2011 - May 2013
Cognizant Technology Solutions April 2010 - April 2012
UBS Wealth Management April 2011 - June 2011
Sallie Mae July 2009 - August 2010
Cognizant Technology Solutions June 2006 - July 2009
ADP Taxware June 2008 - June 2009
Nielsen Media Research January 2008 - May 2008
Skills
J2EE, Java, MVC, Sybase, SQL Server 2000-2008, Oracle, Siteminder, CA Directory, Active Directory, Unix, Unix Shell Scripting, CXF, XML, Oracle Identity..., Apache HTTP Client, Apache Axis2, Websphere, JBoss, Tomcat, Java Enterprise Edition, JBoss Application Server, Requirements Analysis, Web Services, Spring Framework, Software Development, Hibernate, JSP
Education
College of Engineering, Guindy 2002 — 2006
B.E., Mechanical Engineering
Max Jurish Max Jurish's UBS Wealth Management Experience May 2011 - July 2011
Job Client Account Manager at Albourne Partners
Industry Financial Services
Experience
Albourne Partners August 2013 - Present
Albourne Partners May 2013 - August 2013
BBR Partners June 2012 - February 2013
Colgate University August 2008 - May 2012
UBS Wealth Management May 2011 - July 2011
Albourne Partners June 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Microsoft Excel, PowerPoint, Equities, Financial Modeling, Asset Managment, Economics, Microsoft Office, Financial Analysis, Investments, Valuation, Private Equity, Microsoft Word, Stata, Fixed Income, Investment Management, Finance
Education
Colgate University 2008 — 2012
BA, Economics
Mamaroneck High School 2004 — 2008
High School Diploma
Albourne Partners August 2013 - Present
Albourne Partners May 2013 - August 2013
BBR Partners June 2012 - February 2013
Colgate University August 2008 - May 2012
UBS Wealth Management May 2011 - July 2011
Albourne Partners June 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Microsoft Excel, PowerPoint, Equities, Financial Modeling, Asset Managment, Economics, Microsoft Office, Financial Analysis, Investments, Valuation, Private Equity, Microsoft Word, Stata, Fixed Income, Investment Management, Finance
Education
Colgate University 2008 — 2012
BA, Economics
Mamaroneck High School 2004 — 2008
High School Diploma
Larry Hubbard Larry Hubbard's UBS Wealth Management Experience 2005 - July 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
UBS Wealth Management 2005 - July 2012
Education
Colorado State University
Ameriprise Financial Services, Inc. July 2012 - Present
UBS Wealth Management 2005 - July 2012
Education
Colorado State University
Kurt Brown, CFP(r) Kurt Brown, CFP(r)'s UBS Wealth Management Experience April 1984 - July 1997
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
RBC Wealth Management July 1997 - December 2011
UBS Wealth Management April 1984 - July 1997
Skills
Investments, Finance, Investment Strategies, Insurance, Retirement, Financial Risk, Management, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning and Services, Graduated with Designation.
UTD 1974 — 1976
Bachelor of Science (B.S.), Finance, General
NTSU 1972 — 1973
Finance, General
Wells Fargo Advisors December 2011 - Present
RBC Wealth Management July 1997 - December 2011
UBS Wealth Management April 1984 - July 1997
Skills
Investments, Finance, Investment Strategies, Insurance, Retirement, Financial Risk, Management, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning and Services, Graduated with Designation.
UTD 1974 — 1976
Bachelor of Science (B.S.), Finance, General
NTSU 1972 — 1973
Finance, General
H. Leo Diaz, CFP®, CRPS®, CRPC®, APMA, MBA H. Leo Diaz, CFP®, CRPS®, CRPC®, APMA, MBA's UBS Wealth Management Experience January 1994 - February 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2008 - Present
UBS Wealth Management January 1994 - February 2008
David Lerner Associates, Inc. March 1988 - January 1994
Warner-Lambert Company 1974 - 1988
Education
Columbia University in the City of New York 1970 — 1972
Master of Business Administration (MBA), Finance, General
College for Financial Planning
Master of Science (MS), Financial Planning and Services
IESE Business School - University of Navarra
PDD, Business Administration and Management, General
Saint Peter's College
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. February 2008 - Present
UBS Wealth Management January 1994 - February 2008
David Lerner Associates, Inc. March 1988 - January 1994
Warner-Lambert Company 1974 - 1988
Education
Columbia University in the City of New York 1970 — 1972
Master of Business Administration (MBA), Finance, General
College for Financial Planning
Master of Science (MS), Financial Planning and Services
IESE Business School - University of Navarra
PDD, Business Administration and Management, General
Saint Peter's College
Bachelor of Science (BS), Accounting
Andre Pacheco Andre Pacheco's UBS Wealth Management Experience March 2012 - May 2013
Job Founder at Oakhouse Creative
Industry Marketing and Advertising
Experience
Oakhouse Creative September 2014 - Present
SecondMic October 2013 - March 2015
UBS Wealth Management March 2012 - May 2013
UBS Wealth Management February 2009 - February 2012
UBS Wealth Management August 2007 - February 2009
Agnelo Comunicação March 2000 - December 2005
BankBoston S/A August 1999 - February 2000
Skills
Wealth Management, Series 7, Series 63, Series 65, Series 66, Uniform Combined State..., Entrepreneurship, Start-ups, Social Media, Advertising, Broadcast, Media, Graphic Design, Marketing, Marketing Strategy, Marketing Communications, Portuguese, Portfolio Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Fundação Getulio Vargas 2003 — 2005
CEAG, Management
Escola Superior de Propaganda e Marketing 1997 — 2000
BA, Communications
Oakhouse Creative September 2014 - Present
SecondMic October 2013 - March 2015
UBS Wealth Management March 2012 - May 2013
UBS Wealth Management February 2009 - February 2012
UBS Wealth Management August 2007 - February 2009
Agnelo Comunicação March 2000 - December 2005
BankBoston S/A August 1999 - February 2000
Skills
Wealth Management, Series 7, Series 63, Series 65, Series 66, Uniform Combined State..., Entrepreneurship, Start-ups, Social Media, Advertising, Broadcast, Media, Graphic Design, Marketing, Marketing Strategy, Marketing Communications, Portuguese, Portfolio Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Fundação Getulio Vargas 2003 — 2005
CEAG, Management
Escola Superior de Propaganda e Marketing 1997 — 2000
BA, Communications
Jonathan G. Heller Jonathan G. Heller's UBS Wealth Management Experience July 1987 - August 2009
Job President/Chief Wealth Advisor at JG HELLER Private Wealth Advisors
Industry Financial Services
Experience
JG HELLER Private Wealth Advisors August 2010 - Present
JG Heller Litigation Consulting January 2012 - Present
UBS Wealth Management July 1987 - August 2009
Skills
Asset Allocation, Investments, Financial Advisory, Options, Portfolio Management, Wealth Management, Series 7, Asset Management, Investment Advisory, Financial Planning, Securities, Fixed Income, 401k, Retirement Planning, Equities, Alternative Investments, Investment Strategies, Series 63, Mutual Funds, Bonds, Hedge Funds, Annuities, ETFs, Emerging Markets, Trading, Financial Services, Finance, FINRA, Banking, Equity Research, Investment Management
Education
Columbia Business School 1982 — 1983
MBA, Finance, Real Estate, Accounting
University of Michigan 1975 — 1981
BA, Communicaitons/Business
JG HELLER Private Wealth Advisors August 2010 - Present
JG Heller Litigation Consulting January 2012 - Present
UBS Wealth Management July 1987 - August 2009
Skills
Asset Allocation, Investments, Financial Advisory, Options, Portfolio Management, Wealth Management, Series 7, Asset Management, Investment Advisory, Financial Planning, Securities, Fixed Income, 401k, Retirement Planning, Equities, Alternative Investments, Investment Strategies, Series 63, Mutual Funds, Bonds, Hedge Funds, Annuities, ETFs, Emerging Markets, Trading, Financial Services, Finance, FINRA, Banking, Equity Research, Investment Management
Education
Columbia Business School 1982 — 1983
MBA, Finance, Real Estate, Accounting
University of Michigan 1975 — 1981
BA, Communicaitons/Business
John P. Petika John P. Petika's UBS Wealth Management Experience February 2010 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management February 2010 - Present
Education
Florida International University 2006 — 2008
College of Central Florida
Associate's Degree
Florida Southern College
UBS Wealth Management February 2010 - Present
Education
Florida International University 2006 — 2008
College of Central Florida
Associate's Degree
Florida Southern College
Greg Mayeux, CFP® Greg Mayeux, CFP®'s UBS Wealth Management Experience April 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner I Expert in Financial Planning for Business Owners, Families & Family Offices
Industry Financial Services
Experience
UBS Wealth Management April 2013 - Present
Morgan Stanley Smith Barney 2001 - April 2013
Merrill Lynch 1997 - 2001
Education
College for Financial Planning 2007 — 2007
University of Pennsylvania 2001 — 2001
Wright State University 1991 — 1995
BS, Business
Texas A&M University 1990 — 1991
UBS Wealth Management April 2013 - Present
Morgan Stanley Smith Barney 2001 - April 2013
Merrill Lynch 1997 - 2001
Education
College for Financial Planning 2007 — 2007
University of Pennsylvania 2001 — 2001
Wright State University 1991 — 1995
BS, Business
Texas A&M University 1990 — 1991
Nicole Pey Nicole Pey's UBS Wealth Management Experience June 2014 - August 2014
Job Analyst for UBS Financial Services
Industry Financial Services
Experience
UBS August 2015 - Present
UBS Wealth Management June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Colorado College August 2012 - May 2013
Skills
Financial Modeling, Research, Analysis, Microsoft Excel, Equities, Leadership, Communication, Derivatives, Bloomberg Terminal, Bloomberg, Fixed Income, Valuation, Time Management, Java, C++, iOS
Education
Colorado College 2011 — 2015
BA, Mathematics
Budapest Semesters in Mathematics 2013 — 2013
Mathematics
UBS August 2015 - Present
UBS Wealth Management June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Colorado College August 2012 - May 2013
Skills
Financial Modeling, Research, Analysis, Microsoft Excel, Equities, Leadership, Communication, Derivatives, Bloomberg Terminal, Bloomberg, Fixed Income, Valuation, Time Management, Java, C++, iOS
Education
Colorado College 2011 — 2015
BA, Mathematics
Budapest Semesters in Mathematics 2013 — 2013
Mathematics
Shane Spells Shane Spells's UBS Wealth Management Experience June 2001 - May 2004
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2006 - Present
SunTrust Bank 2006 - 2007
UBS Wealth Management June 2001 - May 2004
Merrill Lynch June 1997 - May 2001
Skills
Finance, Estate Planning, Wealth Management..., Wealth Management, Portfolio Management, Banking, Credit, Loans, Commercial Banking, Investments, Retail Banking, Strategic Financial..., Credit Analysis, Mortgage Lending, Commercial Lending, Retirement Planning, Series 7, Small Business Lending, Investment Advisory, Asset Allocation, Wealth, Microsoft Office, Financial Analysis
Education
College for Financial Planning 2012 — 2013
CFP Training Completion Certificate, Chartered Financial Planning Training
Mercer University 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
SunTrust Investment Services, Inc. May 2006 - Present
SunTrust Bank 2006 - 2007
UBS Wealth Management June 2001 - May 2004
Merrill Lynch June 1997 - May 2001
Skills
Finance, Estate Planning, Wealth Management..., Wealth Management, Portfolio Management, Banking, Credit, Loans, Commercial Banking, Investments, Retail Banking, Strategic Financial..., Credit Analysis, Mortgage Lending, Commercial Lending, Retirement Planning, Series 7, Small Business Lending, Investment Advisory, Asset Allocation, Wealth, Microsoft Office, Financial Analysis
Education
College for Financial Planning 2012 — 2013
CFP Training Completion Certificate, Chartered Financial Planning Training
Mercer University 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
Joseph Miller, CFP®, CPWA® Joseph Miller, CFP®, CPWA®'s UBS Wealth Management Experience April 1999 - August 2007
Job Head of Financial Planning at U.S. Bank
Industry Financial Services
Experience
U.S. Bank Wealth Management February 2015 - Present
MoneyGuidePro (PIEtech, Inc.) September 2009 - January 2015
UBS AG, Zurich, Switzerland August 2007 - August 2009
UBS Wealth Management April 1999 - August 2007
Citicorp Investment Services 1997 - 1999
Financial Planning Associates, Inc and Asset Allocation Securities Corp. 1993 - 1997
Ameriprise Financial Services, Inc. (IDS Financial Planning Services) 1990 - 1993
Skills
Wealth Management, Strategic Financial..., Operational Risk..., Enterprise Software, Finance, Financial Advisory, Wealth, Risk Management
Education
Cornell University 1986 — 1990
BS, Applied Economics and Business Management
College for Financial Planning
CFP Professional Education Program
University of California, Berkeley, Haas School of Business
Center for Executive Development, CIMA - IMCA Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School
SIMFA, Securities Industry Institute
U.S. Bank Wealth Management February 2015 - Present
MoneyGuidePro (PIEtech, Inc.) September 2009 - January 2015
UBS AG, Zurich, Switzerland August 2007 - August 2009
UBS Wealth Management April 1999 - August 2007
Citicorp Investment Services 1997 - 1999
Financial Planning Associates, Inc and Asset Allocation Securities Corp. 1993 - 1997
Ameriprise Financial Services, Inc. (IDS Financial Planning Services) 1990 - 1993
Skills
Wealth Management, Strategic Financial..., Operational Risk..., Enterprise Software, Finance, Financial Advisory, Wealth, Risk Management
Education
Cornell University 1986 — 1990
BS, Applied Economics and Business Management
College for Financial Planning
CFP Professional Education Program
University of California, Berkeley, Haas School of Business
Center for Executive Development, CIMA - IMCA Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School
SIMFA, Securities Industry Institute
Alexandra (Ali) Hoffman's UBS Wealth Management Experience June 2014 - August 2014
Job Student at College of the Holy Cross
Industry Events Services
Experience
The Lake House June 2013 - August 2015
College of the Holy Cross Residence Life and Housing January 2014 - May 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Event Planning, Leadership, Community Outreach, Editing, Facebook, Time Management, Social Networking, Microsoft PowerPoint
Education
College of the Holy Cross 2011 — 2015
Bachelor’s Degree, Sociology, 3.22
Bay Shore High School 2008 — 2011
High School
The Lake House June 2013 - August 2015
College of the Holy Cross Residence Life and Housing January 2014 - May 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Event Planning, Leadership, Community Outreach, Editing, Facebook, Time Management, Social Networking, Microsoft PowerPoint
Education
College of the Holy Cross 2011 — 2015
Bachelor’s Degree, Sociology, 3.22
Bay Shore High School 2008 — 2011
High School
Christopher C.J. Louey Christopher C.J. Louey's UBS Wealth Management Experience June 2011 - August 2011
Job ESurveillance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
AXA Advisors June 2012 - February 2013
UBS Wealth Management June 2011 - August 2011
Momco, Inc May 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Python, Microsoft Excel, Microsoft Word, Series 7, Series 63, Life, Accident and..., Research, Marketing, Finance, Financial Modeling, Data Analysis, Financial Analysis, Leadership, Economics, Social Media
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics
JPMorgan Chase July 2013 - Present
AXA Advisors June 2012 - February 2013
UBS Wealth Management June 2011 - August 2011
Momco, Inc May 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Python, Microsoft Excel, Microsoft Word, Series 7, Series 63, Life, Accident and..., Research, Marketing, Finance, Financial Modeling, Data Analysis, Financial Analysis, Leadership, Economics, Social Media
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics
Duane Maue Duane Maue's UBS Wealth Management Experience April 2005 - January 2009
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
UBS Wealth Management April 2005 - January 2009
Dynegy June 2000 - March 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Equities, Series 7, Investment Advisory, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Retirement, Alternative Investments, Securities, Financial Advisory, Series 66, Series 31
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Colorado School of Mines 1985 — 1990
Bachelor of Science (BSc), Engineering
Merrill Lynch January 2009 - Present
UBS Wealth Management April 2005 - January 2009
Dynegy June 2000 - March 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Equities, Series 7, Investment Advisory, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Retirement, Alternative Investments, Securities, Financial Advisory, Series 66, Series 31
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Colorado School of Mines 1985 — 1990
Bachelor of Science (BSc), Engineering
Vangelis Pastas's UBS Wealth Management Experience June 2011 - January 2012
Job Quantitative Researcher at Jump Trading LLC
Industry Investment Banking
Experience
Jump Trading LLC March 2015 - Present
Morgan Stanley May 2012 - March 2015
Columbia Business School September 2011 - May 2012
UBS Wealth Management June 2011 - January 2012
Columbia University January 2011 - June 2011
Skills
C++, C, R, KDB+, Unix, High Frequency Trading, Electronic Trading, Portfolio Optimization, Statistical Arbitrage, Statistics, Data Mining, Machine Learning, Time Series Analysis, Quantitative Research, Python, Excel, VBA, Matlab, SQL, Bloomberg, Financial Engineering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
MSc, Operations Research / Financial Engineering, 4.2 / 4.0 ( Top 1% - Summa Cum-Laude)
National Technical University of Athens 2004 — 2009
BS & MEng., Electrical and Computer Engineering, 9.51 / 10 (Top 1% - Summa Cum-Laude)
Jump Trading LLC March 2015 - Present
Morgan Stanley May 2012 - March 2015
Columbia Business School September 2011 - May 2012
UBS Wealth Management June 2011 - January 2012
Columbia University January 2011 - June 2011
Skills
C++, C, R, KDB+, Unix, High Frequency Trading, Electronic Trading, Portfolio Optimization, Statistical Arbitrage, Statistics, Data Mining, Machine Learning, Time Series Analysis, Quantitative Research, Python, Excel, VBA, Matlab, SQL, Bloomberg, Financial Engineering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
MSc, Operations Research / Financial Engineering, 4.2 / 4.0 ( Top 1% - Summa Cum-Laude)
National Technical University of Athens 2004 — 2009
BS & MEng., Electrical and Computer Engineering, 9.51 / 10 (Top 1% - Summa Cum-Laude)
HUAN LI HUAN LI's UBS Wealth Management Experience July 2012 - December 2012
Job Principal Associate, Quantitative Analysis at Capital One
Industry Research
Experience
Capital One September 2014 - Present
Fannie Mae January 2013 - August 2014
UBS Wealth Management July 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
International Alliance Associates LLC February 2012 - May 2012
Deloitte May 2010 - July 2010
Skills
C++, Java, VBA, Bloomberg, Matlab, R, SAS, Eviews, Microsoft Office, Technical Analysis, Fundamental Analysis, Preferred Stock, Fixed Income Analysis, Asset Allocation, Investments, Security Pricing, Corporate Finance, Financial Accounting, Financial Modeling, Financial Risk..., Production Management, Project Management, Arena Simulation..., Business English, Mandarin, Operations Research, Unix, XML, Statistical Modeling, Monte Carlo Simulation, Quantitative Finance, Fixed Income, Valuation, Bloomberg Terminal
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master, Operations Research
National University of Singapore 2007 — 2011
Bachelor (First Class Honor), Quantitative Finance
Singapore Management University 2010 — 2010
Quantitative Finance
University of California, Irvine 2009 — 2009
Mathematics
Capital One September 2014 - Present
Fannie Mae January 2013 - August 2014
UBS Wealth Management July 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
International Alliance Associates LLC February 2012 - May 2012
Deloitte May 2010 - July 2010
Skills
C++, Java, VBA, Bloomberg, Matlab, R, SAS, Eviews, Microsoft Office, Technical Analysis, Fundamental Analysis, Preferred Stock, Fixed Income Analysis, Asset Allocation, Investments, Security Pricing, Corporate Finance, Financial Accounting, Financial Modeling, Financial Risk..., Production Management, Project Management, Arena Simulation..., Business English, Mandarin, Operations Research, Unix, XML, Statistical Modeling, Monte Carlo Simulation, Quantitative Finance, Fixed Income, Valuation, Bloomberg Terminal
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master, Operations Research
National University of Singapore 2007 — 2011
Bachelor (First Class Honor), Quantitative Finance
Singapore Management University 2010 — 2010
Quantitative Finance
University of California, Irvine 2009 — 2009
Mathematics
Kitty Chen Kitty Chen's UBS Wealth Management Experience 2006 - 2010
Job Director, COO Risk Technology, IT Investment Bank at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2012 - Present
Credit Suisse February 2011 - Present
UBS Wealth Management 2006 - 2010
UBS Wealth Management 2003 - 2006
UBS Wealth Management 1999 - 2003
IBM 1996 - 1999
IBM 1991 - 1996
Skills
Business Process..., Product Management, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
New York University
BA, Computer Science
Credit Suisse November 2012 - Present
Credit Suisse February 2011 - Present
UBS Wealth Management 2006 - 2010
UBS Wealth Management 2003 - 2006
UBS Wealth Management 1999 - 2003
IBM 1996 - 1999
IBM 1991 - 1996
Skills
Business Process..., Product Management, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
New York University
BA, Computer Science
Ellen Walsh, CIMA, CRCP's UBS Wealth Management Experience November 1989 - November 1996
Job Marketing Review Compliance Professional
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Merrill Lynch July 2004 - June 2010
Deutsche Asset Management July 2000 - January 2002
Merrill Lynch November 1995 - July 2000
UBS Wealth Management November 1989 - November 1996
Skills
Marketing Regulation, Series 7, 24, 53, 66, Brokerage, Investment Advisory, Wealth Management, FINRA, Marketing Communications, Spanish, Life Insurance, Securities Arbitration, Compliance, Policy Writing, Social Media Marketing, Series 7, Investments, Series 24, Arbitration, Financial Services, Strategic Financial..., Leadership
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance
La Salle University 1971 — 1975
B.A., Spanish Education
Morgan Stanley May 2012 - Present
Merrill Lynch July 2004 - June 2010
Deutsche Asset Management July 2000 - January 2002
Merrill Lynch November 1995 - July 2000
UBS Wealth Management November 1989 - November 1996
Skills
Marketing Regulation, Series 7, 24, 53, 66, Brokerage, Investment Advisory, Wealth Management, FINRA, Marketing Communications, Spanish, Life Insurance, Securities Arbitration, Compliance, Policy Writing, Social Media Marketing, Series 7, Investments, Series 24, Arbitration, Financial Services, Strategic Financial..., Leadership
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance
La Salle University 1971 — 1975
B.A., Spanish Education
David Baller, CFP® David Baller, CFP®'s UBS Wealth Management Experience May 2010 - Present
Job Account Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2010 - Present
Commonwealth Financial Group February 2009 - November 2009
Education
College of Charleston 2004 — 2008
Communication, Corporate Communication
UBS Wealth Management May 2010 - Present
Commonwealth Financial Group February 2009 - November 2009
Education
College of Charleston 2004 — 2008
Communication, Corporate Communication
John A. Basile Jr.'s UBS Wealth Management Experience September 2013 - May 2014
Job Business Development Associate, Ecommerce at Pitney Bowes
Industry International Trade and Development
Experience
Pitney Bowes October 2014 - Present
Country Club of Fairfield May 2008 - July 2015
UBS Wealth Management September 2013 - May 2014
Vineyard Vines August 2012 - May 2014
Tom Rosati Golf Academy at Great River Golf Club 2011 - 2011
US Golf Camps 2009 - 2009
Skills
Microsoft Excel, Public Speaking, Microsoft Word, Golf Instruction, Spanish, Morningstar, PowerPoint
Education
College of Charleston 2010 — 2014
International Business
Management Center Innsbruck 2013 — 2013
Business, Management, Marketing, and Related Support Services
Fairfield College Preparatory School 2006 — 2010
High School Diploma
Pitney Bowes October 2014 - Present
Country Club of Fairfield May 2008 - July 2015
UBS Wealth Management September 2013 - May 2014
Vineyard Vines August 2012 - May 2014
Tom Rosati Golf Academy at Great River Golf Club 2011 - 2011
US Golf Camps 2009 - 2009
Skills
Microsoft Excel, Public Speaking, Microsoft Word, Golf Instruction, Spanish, Morningstar, PowerPoint
Education
College of Charleston 2010 — 2014
International Business
Management Center Innsbruck 2013 — 2013
Business, Management, Marketing, and Related Support Services
Fairfield College Preparatory School 2006 — 2010
High School Diploma
Areejit Banerjee's UBS Wealth Management Experience August 2012 - May 2014
Job Business Analyst at TIAA CREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TIAA-CREF May 2014 - September 2015
UBS Wealth Management August 2012 - May 2014
Deutsche Bank December 2011 - August 2012
Asgard Wealth Solutions July 2011 - December 2011
Bank of Ireland April 2011 - July 2011
HCL Technologies December 2009 - April 2011
Wipro BPS May 2007 - December 2009
Skills
Trading, Fixed Income, Settlement, Finance, Bonds, Business Analysis, Management, Consulting, Requirements Analysis, SDLC, Requirements Gathering, Analysis, Business Process, Software Project..., Project Management
Education
Colorado State University
Certificate in Finance, Finace
Sikkim Manipal University
Bachelor of computer Application, Computer Science
Sikkim Manipal University
Master of Business Administration (MBA), Finance, General
TIAA-CREF September 2015 - Present
TIAA-CREF May 2014 - September 2015
UBS Wealth Management August 2012 - May 2014
Deutsche Bank December 2011 - August 2012
Asgard Wealth Solutions July 2011 - December 2011
Bank of Ireland April 2011 - July 2011
HCL Technologies December 2009 - April 2011
Wipro BPS May 2007 - December 2009
Skills
Trading, Fixed Income, Settlement, Finance, Bonds, Business Analysis, Management, Consulting, Requirements Analysis, SDLC, Requirements Gathering, Analysis, Business Process, Software Project..., Project Management
Education
Colorado State University
Certificate in Finance, Finace
Sikkim Manipal University
Bachelor of computer Application, Computer Science
Sikkim Manipal University
Master of Business Administration (MBA), Finance, General
Katrine Pertsovski, ACAS, MAAA, CPCU's UBS Wealth Management Experience June 2008 - August 2008
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Verisk Analytics March 2014 - July 2015
Verisk Analytics March 2013 - March 2014
Verisk Analytics May 2011 - March 2013
Verisk Analytics November 2009 - May 2011
Barnard College November 2005 - November 2009
UBS Wealth Management June 2008 - August 2008
Skills
Excel, Visual Basic, Stata, R, TSO, PHP, SQL, HTML + CSS, Java, JavaScript, Bloomberg Terminal, IBM Mainframe, PowerPoint, SAS, Microsoft Excel, VBA, Insurance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts, Mathematics, Economics
Université Panthéon Sorbonne (Paris I) 2008 — 2008
French, Economics
Brooklyn Technical High School 2002 — 2005
Mathematics
Verisk Analytics March 2014 - July 2015
Verisk Analytics March 2013 - March 2014
Verisk Analytics May 2011 - March 2013
Verisk Analytics November 2009 - May 2011
Barnard College November 2005 - November 2009
UBS Wealth Management June 2008 - August 2008
Skills
Excel, Visual Basic, Stata, R, TSO, PHP, SQL, HTML + CSS, Java, JavaScript, Bloomberg Terminal, IBM Mainframe, PowerPoint, SAS, Microsoft Excel, VBA, Insurance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts, Mathematics, Economics
Université Panthéon Sorbonne (Paris I) 2008 — 2008
French, Economics
Brooklyn Technical High School 2002 — 2005
Mathematics
Martin MacIntyre Martin MacIntyre's UBS Wealth Management Experience June 2006 - August 2006
Job History Teacher/Coach at St. Albans School
Industry Primary/Secondary Education
Experience
St. Albans School August 2011 - Present
St. Albans School August 2009 - Present
St. Albans School March 2010 - Present
St. Albans Tennis Club April 2010 - Present
Beauvoir School August 2009 - August 2011
A-Team Tennis and Learning July 2009 - August 2009
Chevy Chase Recreation Association June 2005 - August 2009
NBC News May 2008 - August 2008
UBS Wealth Management June 2006 - August 2006
Skills
Teaching, Coaching, History, Philosophy, Elementary Education, Middle School, Writing, Editing, Computer-related, Communication, Public Speaking, First Aid
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy
St. Albans School 1996 — 2005
St. Albans School August 2011 - Present
St. Albans School August 2009 - Present
St. Albans School March 2010 - Present
St. Albans Tennis Club April 2010 - Present
Beauvoir School August 2009 - August 2011
A-Team Tennis and Learning July 2009 - August 2009
Chevy Chase Recreation Association June 2005 - August 2009
NBC News May 2008 - August 2008
UBS Wealth Management June 2006 - August 2006
Skills
Teaching, Coaching, History, Philosophy, Elementary Education, Middle School, Writing, Editing, Computer-related, Communication, Public Speaking, First Aid
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy
St. Albans School 1996 — 2005
David Haire David Haire's UBS Wealth Management Experience August 2013 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Smith Barney Citigroup January 2007 - December 2008
Smith Barney Citigroup July 2004 - December 2006
Skills
Equities, Investments, Portfolio Management, ETFs, Series 7, Series 63, Wealth Management, Asset Managment, Bloomberg, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Series 86, Series 87, Series 65
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), History
UBS Wealth Management August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Smith Barney Citigroup January 2007 - December 2008
Smith Barney Citigroup July 2004 - December 2006
Skills
Equities, Investments, Portfolio Management, ETFs, Series 7, Series 63, Wealth Management, Asset Managment, Bloomberg, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Series 86, Series 87, Series 65
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), History
Kenneth Correa, CFP® Kenneth Correa, CFP®'s UBS Wealth Management Experience June 2015 - Present
Job Executive Director
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Financial Services November 2007 - May 2015
UBS Financial Services July 2006 - November 2007
UBS Financial Services February 2006 - July 2006
UBS Financial Services September 2004 - January 2006
UBS Financial Services January 2002 - September 2004
UBS Financial Services April 2001 - January 2002
UBS Financial Services June 2000 - April 2001
Paine Webber June 1998 - June 2000
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Honors
Queens College
Bachelor of Arts, Economics with a concentration in Finance; Minor: Business & Liberal Arts, Cum Laude
The University of Hong Kong
Political Economy
UBS Wealth Management June 2015 - Present
UBS Financial Services November 2007 - May 2015
UBS Financial Services July 2006 - November 2007
UBS Financial Services February 2006 - July 2006
UBS Financial Services September 2004 - January 2006
UBS Financial Services January 2002 - September 2004
UBS Financial Services April 2001 - January 2002
UBS Financial Services June 2000 - April 2001
Paine Webber June 1998 - June 2000
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Honors
Queens College
Bachelor of Arts, Economics with a concentration in Finance; Minor: Business & Liberal Arts, Cum Laude
The University of Hong Kong
Political Economy
Brian K Hinds Brian K Hinds's UBS Wealth Management Experience October 2013 - August 2015
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2013 - August 2015
Brookway 450 LLC August 2012 - August 2015
Morgan Stanley November 2012 - 2013
J.P. Morgan August 2011 - November 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
Skills
Capital Markets, Financial Analysis, Financial Modeling, Presentation Development, Syndications, Business Strategy, Business Development, New Business Development, Financial Accounting, Analysis, Corporate Finance, Management, Strategic Planning, Microsoft Excel, Asset Management, Data Analysis, Finance, Leadership, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2014 — 2015
Graduate Certificate, Real Estate Finance and Investments
Rutgers Graduate Business School 2009 — 2011
Master's degree, Accounting
Rutgers Business School 2006 — 2009
Bachelor's degree, Accounting
UBS Wealth Management October 2013 - August 2015
Brookway 450 LLC August 2012 - August 2015
Morgan Stanley November 2012 - 2013
J.P. Morgan August 2011 - November 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
Skills
Capital Markets, Financial Analysis, Financial Modeling, Presentation Development, Syndications, Business Strategy, Business Development, New Business Development, Financial Accounting, Analysis, Corporate Finance, Management, Strategic Planning, Microsoft Excel, Asset Management, Data Analysis, Finance, Leadership, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2014 — 2015
Graduate Certificate, Real Estate Finance and Investments
Rutgers Graduate Business School 2009 — 2011
Master's degree, Accounting
Rutgers Business School 2006 — 2009
Bachelor's degree, Accounting
Casey Boland Casey Boland's UBS Wealth Management Experience June 2008 - August 2008
Job Specialty Sales Representative at Daiichi Sankyo, Inc.
Industry Pharmaceuticals
Experience
Daiichi Sankyo, Inc. June 2015 - Present
Daiichi Sankyo, Inc. August 2012 - June 2015
Wells Fargo Advisors March 2011 - October 2011
Merchant Warehouse August 2009 - March 2011
College of the Holy Cross September 2006 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Sales, CRM, Business Development, Investments, Training, Microsoft Excel, Research, Financial Analysis, Pharmaceutical Sales, New Hire Training, Hospital Sales, Cath Lab, Cardiology, Hospitals, Managed Care, Medicaid Managed Care
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Villa Joseph Marie High School 2001 — 2005
Daiichi Sankyo, Inc. June 2015 - Present
Daiichi Sankyo, Inc. August 2012 - June 2015
Wells Fargo Advisors March 2011 - October 2011
Merchant Warehouse August 2009 - March 2011
College of the Holy Cross September 2006 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Sales, CRM, Business Development, Investments, Training, Microsoft Excel, Research, Financial Analysis, Pharmaceutical Sales, New Hire Training, Hospital Sales, Cath Lab, Cardiology, Hospitals, Managed Care, Medicaid Managed Care
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Villa Joseph Marie High School 2001 — 2005
E. James McLaughlin, CFP®'s UBS Wealth Management Experience 2008 - 2008
Job Partnerships at General Assembly
Industry Internet
Experience
Blue Sunsets LLC May 2015 - Present
General Assembly January 2014 - May 2015
General Assembly April 2013 - December 2013
General Assembly January 2013 - April 2013
Morgan Stanley Smith Barney July 2010 - August 2012
Johnson Controls 2009 - 2009
Borough of Spring Lake, NJ June 2003 - August 2008
UBS Wealth Management 2008 - 2008
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Portfolio Management, Financial Planners, Series 63, Insurance, Series 65, series 31
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
Fairfield Prep 2002 — 2006
High School Diploma
Blue Sunsets LLC May 2015 - Present
General Assembly January 2014 - May 2015
General Assembly April 2013 - December 2013
General Assembly January 2013 - April 2013
Morgan Stanley Smith Barney July 2010 - August 2012
Johnson Controls 2009 - 2009
Borough of Spring Lake, NJ June 2003 - August 2008
UBS Wealth Management 2008 - 2008
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Portfolio Management, Financial Planners, Series 63, Insurance, Series 65, series 31
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
Fairfield Prep 2002 — 2006
High School Diploma
John Traynor, AWMA® John Traynor, AWMA®'s UBS Wealth Management Experience May 2015 - Present
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management April 2013 - April 2015
UBS Wealth Management October 2011 - April 2013
UBS Investment Bank September 2010 - October 2011
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM
Fairfield University 2006 — 2010
Bachelor of Science (BS), Charles F. Dolan School of Business
UBS Wealth Management May 2015 - Present
UBS Wealth Management April 2013 - April 2015
UBS Wealth Management October 2011 - April 2013
UBS Investment Bank September 2010 - October 2011
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM
Fairfield University 2006 — 2010
Bachelor of Science (BS), Charles F. Dolan School of Business
Dan Stenstrom Dan Stenstrom's UBS Wealth Management Experience June 2012 - January 2013
Job Futures Trader at Eldorado Trading Group Colorado
Industry Financial Services
Experience
Eldorado Trading Group Colorado January 2014 - Present
Trust Company of America January 2013 - December 2013
UBS Wealth Management June 2012 - January 2013
Challenger Capital Group, Ltd May 2011 - August 2011
Stenstrom Schneider 2007 - 2011
Skills
Investments, Equities, Microsoft Excel, Time Management, Teamwork, Fixed Income, Trading, Microsoft Office, Investment Banking, Leadership, Strategy, Financial Modeling, Finance, Valuation, DCF, Microsoft Word, Financial Analysis, Management, Portfolio Management, PowerPoint
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Investment Analysis and Accounting
Eldorado Trading Group Colorado January 2014 - Present
Trust Company of America January 2013 - December 2013
UBS Wealth Management June 2012 - January 2013
Challenger Capital Group, Ltd May 2011 - August 2011
Stenstrom Schneider 2007 - 2011
Skills
Investments, Equities, Microsoft Excel, Time Management, Teamwork, Fixed Income, Trading, Microsoft Office, Investment Banking, Leadership, Strategy, Financial Modeling, Finance, Valuation, DCF, Microsoft Word, Financial Analysis, Management, Portfolio Management, PowerPoint
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Investment Analysis and Accounting
Haena Lee's UBS Wealth Management Experience September 2011 - December 2011
Job Consultant at Kepler Cannon
Industry Civil Engineering
Experience
Kepler Cannon March 2015 - Present
Accenture November 2012 - March 2015
Conde Nast January 2012 - May 2012
UBS Wealth Management September 2011 - December 2011
Citi June 2011 - August 2011
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2012
B.S.E., Civil Engineering, Minoring in Economics and Architecture
Kepler Cannon March 2015 - Present
Accenture November 2012 - March 2015
Conde Nast January 2012 - May 2012
UBS Wealth Management September 2011 - December 2011
Citi June 2011 - August 2011
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2012
B.S.E., Civil Engineering, Minoring in Economics and Architecture
Nielsen Fields, CFA Nielsen Fields, CFA's UBS Wealth Management Experience August 2006 - December 2006
Job Analyst at Summit Global Management
Industry Financial Services
Experience
Columbia Business School August 2015 - Present
Summit Global Management February 2007 - July 2015
UBS Wealth Management August 2006 - December 2006
OppenheimerFunds May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, Bloomberg, Investments, Trading, Fundamental Analysis, Equities, Valuation, Asset Managment, Asset Management, Value Investing, Alternative Investments, Analysis, Equity Research
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Investments and Securities
Colorado State University 2003 — 2006
Bachelor of Science In Business Administration, Finance
Columbia Business School August 2015 - Present
Summit Global Management February 2007 - July 2015
UBS Wealth Management August 2006 - December 2006
OppenheimerFunds May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, Bloomberg, Investments, Trading, Fundamental Analysis, Equities, Valuation, Asset Managment, Asset Management, Value Investing, Alternative Investments, Analysis, Equity Research
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Investments and Securities
Colorado State University 2003 — 2006
Bachelor of Science In Business Administration, Finance
Brian McGraw Brian McGraw's UBS Wealth Management Experience August 2004 - January 2005
Job Managing Broker / Owner at Sidekick Realty, LLC
Industry Real Estate
Experience
Sidekick Realty, LLC April 2015 - Present
Garry Real Estate April 2011 - April 2015
Northern Trust March 2012 - January 2014
Woodfield Fund Administration, LLC October 2011 - December 2011
Deerfield Capital Management June 2007 - October 2011
Black Diamond Capital, LLC April 2006 - June 2007
Konica Minolta 2005 - 2006
UBS Wealth Management August 2004 - January 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Account Reconciliation, FX Options, Swaps, Real Estate, Equities, Derivatives, Finance, Asset Backed Financing, Total Return Swaps, OTC, Futures, Currency Futures, Equity Derivatives, Exotic Derivatives, Microsoft Office, Microsoft Excel, Microsoft Word, Mortgage Repo, Highly detail oriented, Security Agreements, Operational Issues, Subscriptions, Redemption, Margin Calls, Collateral, International Business..., Employee Training, Group Work, Contract Negotiation, CLO / CDO, Work Under Minimal..., Corporate Communications, PowerPoint, Bank Loans, Preferred Stock, Corporates, Bloomberg API, Excel Macros and Pivot..., Meet Deadlines, Leadership, Team Leadership, Databases, Analysis, Internal Controls, Goal-oriented..., CDS, ABS
Education
University of Central Florida - College of Business Administration 2003 — 2005
Bachelor's Degree, B.S.B.A - Finance
St. Petersburg College 2001 — 2003
Associate's Degree, Business Administration and Management, General
Columbia College Chicago 1999 — 2001
Animation, Interactive Technology, Video Graphics and Special Effects
Sidekick Realty, LLC April 2015 - Present
Garry Real Estate April 2011 - April 2015
Northern Trust March 2012 - January 2014
Woodfield Fund Administration, LLC October 2011 - December 2011
Deerfield Capital Management June 2007 - October 2011
Black Diamond Capital, LLC April 2006 - June 2007
Konica Minolta 2005 - 2006
UBS Wealth Management August 2004 - January 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Account Reconciliation, FX Options, Swaps, Real Estate, Equities, Derivatives, Finance, Asset Backed Financing, Total Return Swaps, OTC, Futures, Currency Futures, Equity Derivatives, Exotic Derivatives, Microsoft Office, Microsoft Excel, Microsoft Word, Mortgage Repo, Highly detail oriented, Security Agreements, Operational Issues, Subscriptions, Redemption, Margin Calls, Collateral, International Business..., Employee Training, Group Work, Contract Negotiation, CLO / CDO, Work Under Minimal..., Corporate Communications, PowerPoint, Bank Loans, Preferred Stock, Corporates, Bloomberg API, Excel Macros and Pivot..., Meet Deadlines, Leadership, Team Leadership, Databases, Analysis, Internal Controls, Goal-oriented..., CDS, ABS
Education
University of Central Florida - College of Business Administration 2003 — 2005
Bachelor's Degree, B.S.B.A - Finance
St. Petersburg College 2001 — 2003
Associate's Degree, Business Administration and Management, General
Columbia College Chicago 1999 — 2001
Animation, Interactive Technology, Video Graphics and Special Effects
Renata Teixeira Cestari Renata Teixeira Cestari's UBS Wealth Management Experience July 2007 - November 2010
Job Risk and Regulatory Consulting Manager at FIS Global (portuguese/spanish)
Industry Financial Services
Experience
Fidelity National Information Services, Inc. (NYSE: FIS) January 2015 - Present
Fidelity National Information Services, Inc. (NYSE: FIS) March 2014 - January 2015
Banco Itau February 2014 - March 2014
Barclays November 2010 - December 2013
UBS Wealth Management July 2007 - November 2010
Banco do Brasil, New York Branch February 2005 - July 2007
Skills
Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Equities, Financial Risk, Investments, Risk Management, Investment Banking, Bloomberg, Corporate Finance, Asset Management, Strategy, Financial Markets, Emerging Markets, Consulting
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Universidade Estadual Paulista Júlio de Mesquita Filho 2000 — 2004
bachelors, economics
Fidelity National Information Services, Inc. (NYSE: FIS) January 2015 - Present
Fidelity National Information Services, Inc. (NYSE: FIS) March 2014 - January 2015
Banco Itau February 2014 - March 2014
Barclays November 2010 - December 2013
UBS Wealth Management July 2007 - November 2010
Banco do Brasil, New York Branch February 2005 - July 2007
Skills
Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Equities, Financial Risk, Investments, Risk Management, Investment Banking, Bloomberg, Corporate Finance, Asset Management, Strategy, Financial Markets, Emerging Markets, Consulting
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Universidade Estadual Paulista Júlio de Mesquita Filho 2000 — 2004
bachelors, economics
Meeghan Fuhr Meeghan Fuhr's UBS Wealth Management Experience July 2013 - January 2014
Job Credit Analyst at Belmont Bank and Trust
Industry Banking
Experience
Belmont Bank and Trust May 2014 - Present
UBS Wealth Management July 2013 - January 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Time Management, Teamwork, Financial Analysis, Research
Education
University of Illinois 2011 — 2014
Bachelor of Science, Finance, 3.86/4.00
College of DuPage 2010 — 2011
4.00/4.00
Belmont Bank and Trust May 2014 - Present
UBS Wealth Management July 2013 - January 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Time Management, Teamwork, Financial Analysis, Research
Education
University of Illinois 2011 — 2014
Bachelor of Science, Finance, 3.86/4.00
College of DuPage 2010 — 2011
4.00/4.00
Emily Jodl Emily Jodl's UBS Wealth Management Experience January 2013 - May 2013
Job Assistant Event Manager at MKTG INC
Industry Marketing and Advertising
Experience
MKTG INC October 2014 - Present
MKTG INC May 2011 - October 2014
UBS Wealth Management January 2013 - May 2013
Climate Makers, Inc. June 2010 - July 2011
College of Saint Benedict October 2008 - May 2011
Hillcrest Golf Club of St. Paul May 2008 - November 2009
Education
College of St. Benedict 2007 — 2011
Bachelor of Arts, Communication and Management
MKTG INC October 2014 - Present
MKTG INC May 2011 - October 2014
UBS Wealth Management January 2013 - May 2013
Climate Makers, Inc. June 2010 - July 2011
College of Saint Benedict October 2008 - May 2011
Hillcrest Golf Club of St. Paul May 2008 - November 2009
Education
College of St. Benedict 2007 — 2011
Bachelor of Arts, Communication and Management
Gray Huffard Gray Huffard's UBS Wealth Management Experience June 2012 - August 2012
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2015 - Present
Bessemer Trust June 2013 - May 2015
UBS Wealth Management June 2012 - August 2012
Tuck School of Business at Dartmouth College 2012 - 2012
CBS News: The Early Show June 2011 - August 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
National Outdoor Leadership School: Patagonia 2009 — 2009
Brunswick School 2004 — 2008
GCDS
Bessemer Trust May 2015 - Present
Bessemer Trust June 2013 - May 2015
UBS Wealth Management June 2012 - August 2012
Tuck School of Business at Dartmouth College 2012 - 2012
CBS News: The Early Show June 2011 - August 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
National Outdoor Leadership School: Patagonia 2009 — 2009
Brunswick School 2004 — 2008
GCDS
Michael Grayson's UBS Wealth Management Experience May 2012 - August 2013
Job Summer Analyst at Vivaldi Capital Management, LLC
Industry
Experience
Vivaldi Capital Management, LLC May 2014 - Present
UBS Wealth Management May 2012 - August 2013
Sunset Ridge C.C. May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Personal Income Tax..., Social Media, Golf, Networking, Asset Allocation, Philanthropy
Education
Colgate University 2011 — 2015
Bachelor of Arts (BA), Economics/Political Science, Junior
Vivaldi Capital Management, LLC May 2014 - Present
UBS Wealth Management May 2012 - August 2013
Sunset Ridge C.C. May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Personal Income Tax..., Social Media, Golf, Networking, Asset Allocation, Philanthropy
Education
Colgate University 2011 — 2015
Bachelor of Arts (BA), Economics/Political Science, Junior
Greg Minogue Greg Minogue's UBS Wealth Management Experience 2008 - 2009
Job Compliance Analyst at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC 2014 - Present
Forestdale, Inc. 2012 - 2013
Bilingual Education for Central America (BECA) 2011 - 2012
English Program in Korea (EPIK) 2010 - 2011
UBS Wealth Management 2008 - 2009
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts (B.A.), English
Regis High School 2000 — 2004
Apollo Global Management LLC 2014 - Present
Forestdale, Inc. 2012 - 2013
Bilingual Education for Central America (BECA) 2011 - 2012
English Program in Korea (EPIK) 2010 - 2011
UBS Wealth Management 2008 - 2009
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts (B.A.), English
Regis High School 2000 — 2004
Brad Neff, CRPC®, PMP, AAMS® Brad Neff, CRPC®, PMP, AAMS®'s UBS Wealth Management Experience November 2010 - Present
Job Account Vice President│Financial Advisor│Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management November 2010 - Present
UBS Wealth Management October 2005 - October 2010
Education
Colorado State University 2001 — 2005
BBA, Finance and Real Estate
College for Financial Planning
AAMS® and CRPC® designations
UBS Wealth Management November 2010 - Present
UBS Wealth Management October 2005 - October 2010
Education
Colorado State University 2001 — 2005
BBA, Finance and Real Estate
College for Financial Planning
AAMS® and CRPC® designations
Greg Neff, CFP®, PMP, AAMS®, CFS® Greg Neff, CFP®, PMP, AAMS®, CFS®'s UBS Wealth Management Experience July 2008 - Present
Job Account Vice President│Financial Advisor│Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management July 2008 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Finance: Financial Markets & Banking
College for Financial Planning
AAMS® designation
Institute of Business and Finance
CFS® designation
Kaplan University
Financial Planning Certificate
UBS Wealth Management July 2008 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Finance: Financial Markets & Banking
College for Financial Planning
AAMS® designation
Institute of Business and Finance
CFS® designation
Kaplan University
Financial Planning Certificate
Jennifer Dwork Jennifer Dwork's UBS Wealth Management Experience February 2006 - June 2007
Job
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
Reed Kennedy's UBS Wealth Management Experience June 2014 - August 2014
Job Summer Analyst at UBS Wealth Management
Industry
Experience
New England Select Lacrosse League May 2010 - Present
UBS Wealth Management June 2014 - August 2014
Groom Energy Solutions July 2010 - August 2010
Skills
Public Speaking, Leadership, Teamwork, Fundraising, Nonprofits
Education
College of the Holy Cross 2012 — 2015
Bachelor of Arts (BA), Political Science and Government
Penn State University 2011 — 2012
The Governor's Academy 2008 — 2011
New England Select Lacrosse League May 2010 - Present
UBS Wealth Management June 2014 - August 2014
Groom Energy Solutions July 2010 - August 2010
Skills
Public Speaking, Leadership, Teamwork, Fundraising, Nonprofits
Education
College of the Holy Cross 2012 — 2015
Bachelor of Arts (BA), Political Science and Government
Penn State University 2011 — 2012
The Governor's Academy 2008 — 2011
Catherine Fulton, BSBA, ASGS. Office Manager Catherine Fulton, BSBA, ASGS. Office Manager's UBS Wealth Management Experience January 2005 - October 2007
Job at First Flight Venture Center
Industry Nonprofit Organization Management
Experience
First Flight Venture Center April 2015 - Present
Macy's June 2013 - April 2015
Lutheran Medical Center July 2012 - May 2013
Lutheran Medical Center December 2010 - July 2012
Macy's Herald Square (New York, NY) September 2009 - December 2010
Morgan Stanley Investment Management November 2007 - September 2008
UBS Wealth Management January 2005 - October 2007
US Army March 1987 - February 1995
Skills
Outlook, PowerPoint, Microsoft Word, Customer Service, Medical Terminology, Healthcare, Microsoft Office, Training, Medical Transcription, Public Speaking, Management, Office Management, Time Management, Administration, Invoicing, Process Scheduler, Administrative..., Administrative..., Microsoft Excel, Team Building, Access, Sales, Leadership
Education
Colorado Technical University 2009 — 2013
Bachelor's of Science, (BSBA) Business Administration, Healthcare Management
Colorado Technical University
Associate of Science (A.S.), General Studies/Health Care Administration
United States Military 1987 — 1995
Medical Specialist Diploma, Combat Medic
First Flight Venture Center April 2015 - Present
Macy's June 2013 - April 2015
Lutheran Medical Center July 2012 - May 2013
Lutheran Medical Center December 2010 - July 2012
Macy's Herald Square (New York, NY) September 2009 - December 2010
Morgan Stanley Investment Management November 2007 - September 2008
UBS Wealth Management January 2005 - October 2007
US Army March 1987 - February 1995
Skills
Outlook, PowerPoint, Microsoft Word, Customer Service, Medical Terminology, Healthcare, Microsoft Office, Training, Medical Transcription, Public Speaking, Management, Office Management, Time Management, Administration, Invoicing, Process Scheduler, Administrative..., Administrative..., Microsoft Excel, Team Building, Access, Sales, Leadership
Education
Colorado Technical University 2009 — 2013
Bachelor's of Science, (BSBA) Business Administration, Healthcare Management
Colorado Technical University
Associate of Science (A.S.), General Studies/Health Care Administration
United States Military 1987 — 1995
Medical Specialist Diploma, Combat Medic
Katie Layden Katie Layden's UBS Wealth Management Experience April 2015 - Present
Job Alternative Investment Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2013 - April 2015
UBS Wealth Management May 2012 - May 2013
UBS Wealth Management July 2010 - May 2012
Skills
Wealth Management, Series 7, Series 66, Life & Health Insurance..., Alternative Investments, Financial Planning, Financial Services, Securities, Sales&Marketing, Microsoft Excel, PowerPoint
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2013 - April 2015
UBS Wealth Management May 2012 - May 2013
UBS Wealth Management July 2010 - May 2012
Skills
Wealth Management, Series 7, Series 66, Life & Health Insurance..., Alternative Investments, Financial Planning, Financial Services, Securities, Sales&Marketing, Microsoft Excel, PowerPoint
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics
Jared Dubey Jared Dubey's UBS Wealth Management Experience April 2009 - June 2015
Job Senior Managing Director at Athos II Holdings | Single Family Office Advisory
Industry Financial Services
Experience
Athos II Holdings June 2015 - Present
UBS Wealth Management April 2009 - June 2015
Citi Family Office January 2008 - April 2009
Skills
Family Office, Investments, Management, Finance, Asset Management, Social Media, Public Speaking, Strategic Planning, Strategy, Financial Modeling, Private Equity
Education
College of Charleston 2000 — 2005
Suffield Academy 1996 — 2000
Athos II Holdings June 2015 - Present
UBS Wealth Management April 2009 - June 2015
Citi Family Office January 2008 - April 2009
Skills
Family Office, Investments, Management, Finance, Asset Management, Social Media, Public Speaking, Strategic Planning, Strategy, Financial Modeling, Private Equity
Education
College of Charleston 2000 — 2005
Suffield Academy 1996 — 2000
Nick Loomis, MBA Nick Loomis, MBA's UBS Wealth Management Experience June 2008 - September 2008
Job Workflow Manager, Global Technical Support at EMC
Industry Information Technology and Services
Experience
EMC December 2012 - Present
TruGreen February 2009 - December 2012
UBS Wealth Management June 2008 - September 2008
Skills
Sales Management, Sales Operations, Customer Support, Sales Process, Recruiting, Cold Calling, Leadership Development, Direct Sales, Technical Product..., Managing Workflow, Product Support, Global Strategy, Project Management, Sales Rep Training
Education
College of St. Joseph 2009 — 2011
Master of Business Administration (MBA)
College of St. Joseph 2005 — 2008
Bachelor of Business Administration (B.B.A.)
EMC December 2012 - Present
TruGreen February 2009 - December 2012
UBS Wealth Management June 2008 - September 2008
Skills
Sales Management, Sales Operations, Customer Support, Sales Process, Recruiting, Cold Calling, Leadership Development, Direct Sales, Technical Product..., Managing Workflow, Product Support, Global Strategy, Project Management, Sales Rep Training
Education
College of St. Joseph 2009 — 2011
Master of Business Administration (MBA)
College of St. Joseph 2005 — 2008
Bachelor of Business Administration (B.B.A.)
Cynthia (Rago) Lima, MBA Cynthia (Rago) Lima, MBA's UBS Wealth Management Experience January 2010 - December 2010
Job Results Driven Financial Sales, Marketing, Recruiting and Fundraising Executive
Industry Financial Services
Experience
UBS Wealth Management January 2010 - December 2010
JPM/Chase/Bank One Capital Markets January 1997 - June 2004
Goldman Sachs Group, Inc January 1987 - December 1995
Irving Trust Company January 1980 - January 1986
Skills
Fundraising, Relationship Development, Investments, Fixed Income, Finance, Financial Services, Wealth Management, Portfolio Management, Securities, Strategy, Financial Modeling, Mutual Funds, Asset Management, Series 7, Equities, Hedge Funds, Series 63, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Valuation, Asset Managment, Strategic Planning, Banking, Bloomberg, Series 24, Management, Leadership, Financial Planning, Financial Markets, Sales, Team Building, Business Development, Marketing, Relationship Building, Marketing Strategy
Education
Columbia University - Columbia Business School 1986 — 1987
Master’s of Business Administration, Finance/Marketing, Dean's List
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Finance/Spanish, Dean's List
UBS Wealth Management January 2010 - December 2010
JPM/Chase/Bank One Capital Markets January 1997 - June 2004
Goldman Sachs Group, Inc January 1987 - December 1995
Irving Trust Company January 1980 - January 1986
Skills
Fundraising, Relationship Development, Investments, Fixed Income, Finance, Financial Services, Wealth Management, Portfolio Management, Securities, Strategy, Financial Modeling, Mutual Funds, Asset Management, Series 7, Equities, Hedge Funds, Series 63, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Valuation, Asset Managment, Strategic Planning, Banking, Bloomberg, Series 24, Management, Leadership, Financial Planning, Financial Markets, Sales, Team Building, Business Development, Marketing, Relationship Building, Marketing Strategy
Education
Columbia University - Columbia Business School 1986 — 1987
Master’s of Business Administration, Finance/Marketing, Dean's List
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Finance/Spanish, Dean's List
Monica Ramani Monica Ramani's UBS Wealth Management Experience January 2005 - November 2008
Job Vice President, Investment Partners at ONEHOPE Inc.
Industry Financial Services
Experience
ONEHOPE, Inc. July 2015 - Present
Gerson Lehrman Group September 2014 - April 2015
MSCI, Financial Technology December 2008 - September 2014
UBS Wealth Management January 2005 - November 2008
Navigant Consulting, formerly known as Tucker Alan June 2001 - January 2005
Autoweb.com July 1999 - October 2000
Credit Suisse First Boston (CSFB) July 1997 - June 1999
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Investment Banking, Equities, Valuation, Derivatives, Venture Capital, New Business Development, Sales Operations, Corporate Development, Risk Management, Management, Finance, Sales Management, Salesforce.com, Sales, Business Strategy, Strategic Planning, Leadership Development, Sales Process, Strategic Financial..., Institutional Investors, Software, Asset Allocation, Risk Governance, Institutional..., Business Development, SaaS, Due Diligence, Business Analysis, Team Leadership, Enterprise Software, Hedge Funds, Asset Managment, Strategy, Eco-friendly
Education
Columbia University - Graduate School of Business 2003 — 2005
MBA, Finance and Management
University of California, Berkeley 1993 — 1997
BS and BA, Business Administration and Rhetoric
Stuyvesant 1990 — 1993
ONEHOPE, Inc. July 2015 - Present
Gerson Lehrman Group September 2014 - April 2015
MSCI, Financial Technology December 2008 - September 2014
UBS Wealth Management January 2005 - November 2008
Navigant Consulting, formerly known as Tucker Alan June 2001 - January 2005
Autoweb.com July 1999 - October 2000
Credit Suisse First Boston (CSFB) July 1997 - June 1999
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Investment Banking, Equities, Valuation, Derivatives, Venture Capital, New Business Development, Sales Operations, Corporate Development, Risk Management, Management, Finance, Sales Management, Salesforce.com, Sales, Business Strategy, Strategic Planning, Leadership Development, Sales Process, Strategic Financial..., Institutional Investors, Software, Asset Allocation, Risk Governance, Institutional..., Business Development, SaaS, Due Diligence, Business Analysis, Team Leadership, Enterprise Software, Hedge Funds, Asset Managment, Strategy, Eco-friendly
Education
Columbia University - Graduate School of Business 2003 — 2005
MBA, Finance and Management
University of California, Berkeley 1993 — 1997
BS and BA, Business Administration and Rhetoric
Stuyvesant 1990 — 1993
Drew Buzzell Drew Buzzell's UBS Wealth Management Experience May 2013 - August 2013
Job Investment Banking Summer Analyst at Barclays
Industry
Experience
Barclays May 2015 - Present
Ladenburg Thalmann June 2014 - July 2014
UBS Wealth Management May 2013 - August 2013
Education
Colgate University 2012 — 2016
Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Business Program
Barclays May 2015 - Present
Ladenburg Thalmann June 2014 - July 2014
UBS Wealth Management May 2013 - August 2013
Education
Colgate University 2012 — 2016
Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Business Program
Ricardo Harten's UBS Wealth Management Experience March 2014 - Present
Job Executive Director, Client Advisor at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management March 2014 - Present
UBS Wealth Management January 2008 - February 2014
Citigroup Private Bank May 2006 - December 2007
Citigroup Private Bank May 2006 - February 2007
Citigroup Private Bank July 2005 - April 2006
BBVA June 2004 - August 2004
BankBoston NA, Peru Branch January 2002 - July 2003
BankBoston NA, Peru Branch September 1999 - December 2001
Education
Columbia Business School
MBA
Universidad de Lima 1994 — 1999
BS
UBS Wealth Management March 2014 - Present
UBS Wealth Management January 2008 - February 2014
Citigroup Private Bank May 2006 - December 2007
Citigroup Private Bank May 2006 - February 2007
Citigroup Private Bank July 2005 - April 2006
BBVA June 2004 - August 2004
BankBoston NA, Peru Branch January 2002 - July 2003
BankBoston NA, Peru Branch September 1999 - December 2001
Education
Columbia Business School
MBA
Universidad de Lima 1994 — 1999
BS
Dane Fraser's UBS Wealth Management Experience July 2013 - Present
Job Senior Strategist of Alternative Investments at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management July 2013 - Present
Credit Suisse August 2011 - Present
SkyBridge Capital July 2010 - July 2011
Citi Alternative Investments - Hedge Fund Management Group February 2006 - June 2010
Unilever 2001 - 2006
Skills
Hedge Funds, Investments, Securities, Capital Markets, Equities, Bonds, Capital, Fixed Income, Equity Derivatives, Portfolio Management, Private Equity, Trading, Investment Management, Credit, Asset Allocation, Financial Modeling, Alternative Investments, Fund Of Funds, Asset Managment, Risk Management, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Investment Banking, Bloomberg
Education
Colgate University 1997 — 2001
Bachelor of Arts
Phillips Exeter Academy 1996 — 1997
1997
Newburyport High School 1992 — 1996
UBS Wealth Management July 2013 - Present
Credit Suisse August 2011 - Present
SkyBridge Capital July 2010 - July 2011
Citi Alternative Investments - Hedge Fund Management Group February 2006 - June 2010
Unilever 2001 - 2006
Skills
Hedge Funds, Investments, Securities, Capital Markets, Equities, Bonds, Capital, Fixed Income, Equity Derivatives, Portfolio Management, Private Equity, Trading, Investment Management, Credit, Asset Allocation, Financial Modeling, Alternative Investments, Fund Of Funds, Asset Managment, Risk Management, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Investment Banking, Bloomberg
Education
Colgate University 1997 — 2001
Bachelor of Arts
Phillips Exeter Academy 1996 — 1997
1997
Newburyport High School 1992 — 1996
Harry Escobar's UBS Wealth Management Experience August 2004 - January 2007
Job Branch Administrative Manager at Credit Suisse Private Bank
Industry Financial Services
Experience
Credit Suisse Private Bank January 2007 - Present
Credit Suisse Private Banking USA 2007 - Present
UBS Wealth Management August 2004 - January 2007
lehman brothers 1991 - 1998
Citibank 1985 - 1991
Education
Columbia Law School 1975 — 1976
N/a, Law
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Operations Research
Iona College 1964 — 1967
BA, Mathematics
Power Memorial Academy 1959 — 1963
Academic-Honors, Honors
St. Monica's Grammar School
Credit Suisse Private Bank January 2007 - Present
Credit Suisse Private Banking USA 2007 - Present
UBS Wealth Management August 2004 - January 2007
lehman brothers 1991 - 1998
Citibank 1985 - 1991
Education
Columbia Law School 1975 — 1976
N/a, Law
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Operations Research
Iona College 1964 — 1967
BA, Mathematics
Power Memorial Academy 1959 — 1963
Academic-Honors, Honors
St. Monica's Grammar School
Andrew Garffer's UBS Wealth Management Experience June 2005 - April 2009
Job Sales Manager at Charlesworth Realty Group
Industry Real Estate
Experience
Charlesworth Realty Group February 2014 - Present
Promove June 2012 - February 2014
Promove June 2009 - February 2014
UBS Wealth Management June 2005 - April 2009
Callan Associates May 2002 - June 2005
Skills
Property Management, Leases, Lease Administration, Investment Properties, Residential Homes, Real Estate Transactions, Short Sales, Real Estate Development, Investments, Marketing Strategy, Real Estate, Leadership, Customer Service
Education
College of St. Joseph 1996 — 2000
Double Bachelor of Science (B.S.), Finance, General & Business Management Minor in World Civilizations
Charlesworth Realty Group February 2014 - Present
Promove June 2012 - February 2014
Promove June 2009 - February 2014
UBS Wealth Management June 2005 - April 2009
Callan Associates May 2002 - June 2005
Skills
Property Management, Leases, Lease Administration, Investment Properties, Residential Homes, Real Estate Transactions, Short Sales, Real Estate Development, Investments, Marketing Strategy, Real Estate, Leadership, Customer Service
Education
College of St. Joseph 1996 — 2000
Double Bachelor of Science (B.S.), Finance, General & Business Management Minor in World Civilizations
Peter Jablonski's UBS Wealth Management Experience June 2000 - December 2002
Job Experienced Credit Officer and Workout Specialist
Industry Real Estate
Experience
Harlem Development January 1999 - Present
Bank of the Orient May 2011 - November 2011
Union Bank June 2010 - May 2011
First Republic Bank October 2007 - May 2010
Bank of America June 2006 - October 2007
Consultant: Rosin & Associates/EuroHypo AG/Sterling Equities February 2003 - May 2006
UBS Wealth Management June 2000 - December 2002
Skills
Underwriting, Real Estate, Investments, Credit, Loans, Direct Sales, Risk Management, People Management, Negotiation, Commercial Lending, Commercial Banking, Credit Risk
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Corporate Finance, May 2000
United States Merchant Marine Academy 1991 — 1995
BS, Transportation/Engineering
Harlem Development January 1999 - Present
Bank of the Orient May 2011 - November 2011
Union Bank June 2010 - May 2011
First Republic Bank October 2007 - May 2010
Bank of America June 2006 - October 2007
Consultant: Rosin & Associates/EuroHypo AG/Sterling Equities February 2003 - May 2006
UBS Wealth Management June 2000 - December 2002
Skills
Underwriting, Real Estate, Investments, Credit, Loans, Direct Sales, Risk Management, People Management, Negotiation, Commercial Lending, Commercial Banking, Credit Risk
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Corporate Finance, May 2000
United States Merchant Marine Academy 1991 — 1995
BS, Transportation/Engineering
Daniel McBride's UBS Wealth Management Experience May 1999 - Present
Job Director, Premier Equity Sales Specialist Capital Markets at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 1999 - Present
UBS Wealth Management January 2009 - April 2013
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Asset Management, Securities, Portfolio Management, Capital Markets, Mutual Funds, Bloomberg, Asset Allocation, Investment Advisory, Structured Products, Derivatives, Financial Services
Education
Colorado College 1976 — 1980
BA, History
UBS Wealth Management May 1999 - Present
UBS Wealth Management January 2009 - April 2013
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Asset Management, Securities, Portfolio Management, Capital Markets, Mutual Funds, Bloomberg, Asset Allocation, Investment Advisory, Structured Products, Derivatives, Financial Services
Education
Colorado College 1976 — 1980
BA, History
Chris Carriere's UBS Wealth Management Experience 1997 - 2012
Job Consumer Good Products
Industry Food & Beverages
Experience
something interesting Account ManagerJack Link'sJanuary 2004 - June 2014
Jack Link's Beef Jerky 2004 - 2014
Jack Link's Beef Jerky 2004 - 2014
Jack Link's Beef Jerky 2004 - 2014
UBS Wealth Management 1997 - 2012
Self employed 1997 - 2006
Arrow Electronics 2000 - 2003
Johnson & Johnson 1989 - 2000
Gart Bros Sporting Good 1974 - 1989
Skills
Event Management, Strategic Planning, Marketing Strategy, Microsoft Software, Product Development, Sales Growth, Microsoft Technologies, Retail, Cross-functional Team..., Sales, New Business Development, Sales Operations, Brand Development, Sales Management, Project Management, Account Management, Key Account Management, Forecasting, Key Account Development, Training, Customer Retention, Management, Strategy, Purchasing, Contract Negotiation
Education
University of Colorado at Denver 1992 — 1996
BA
Colorado Mountain College 1971 — 1975
AA
Bear Creek High School
George Washington
something interesting Account ManagerJack Link'sJanuary 2004 - June 2014
Jack Link's Beef Jerky 2004 - 2014
Jack Link's Beef Jerky 2004 - 2014
Jack Link's Beef Jerky 2004 - 2014
UBS Wealth Management 1997 - 2012
Self employed 1997 - 2006
Arrow Electronics 2000 - 2003
Johnson & Johnson 1989 - 2000
Gart Bros Sporting Good 1974 - 1989
Skills
Event Management, Strategic Planning, Marketing Strategy, Microsoft Software, Product Development, Sales Growth, Microsoft Technologies, Retail, Cross-functional Team..., Sales, New Business Development, Sales Operations, Brand Development, Sales Management, Project Management, Account Management, Key Account Management, Forecasting, Key Account Development, Training, Customer Retention, Management, Strategy, Purchasing, Contract Negotiation
Education
University of Colorado at Denver 1992 — 1996
BA
Colorado Mountain College 1971 — 1975
AA
Bear Creek High School
George Washington
Lauren Stubbs's UBS Wealth Management Experience January 2007 - May 2008
Job Marketing Communications Professional at Naked Lime
Industry Marketing and Advertising
Experience
Naked Lime September 2012 - Present
OppenheimerFunds June 2008 - June 2009
UBS Wealth Management January 2007 - May 2008
Skills
Marketing, Email Marketing, Digital Marketing, Marketing Communications, Social Media Marketing, SEO, Mobile Marketing, Google Analytics, Online Advertising
Education
Colorado State University 2004 — 2008
Bachelor of Science (BS), Finance, General
Naked Lime September 2012 - Present
OppenheimerFunds June 2008 - June 2009
UBS Wealth Management January 2007 - May 2008
Skills
Marketing, Email Marketing, Digital Marketing, Marketing Communications, Social Media Marketing, SEO, Mobile Marketing, Google Analytics, Online Advertising
Education
Colorado State University 2004 — 2008
Bachelor of Science (BS), Finance, General
Robert Terrin's UBS Wealth Management Experience June 2007 - August 2007
Job Dual Degree Candidate at Columbia University (MBA/MIA)
Industry Computer & Network Security
Experience
Deloitte October 2013 - May 2014
Deloitte October 2012 - October 2013
Deloitte June 2009 - August 2012
UBS Wealth Management June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Analysis, Business Strategy, Project Management, Auditing, Budgets, Enterprise Risk..., Management Consulting, Forecasting, Portfolio Management, Due Diligence, Equity Research, Strategy, Business Process...
Education
Columbia University - Columbia Business School 2014 — 2017
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs 2014 — 2017
Master's Degree, Masters in International Affairs
Washington and Lee University 2005 — 2009
BA, Economics and Russian Area Studies
Russian State University for the Humanities 2008 — 2008
Russian Studies
Friends School of Baltimore
Deloitte October 2013 - May 2014
Deloitte October 2012 - October 2013
Deloitte June 2009 - August 2012
UBS Wealth Management June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Analysis, Business Strategy, Project Management, Auditing, Budgets, Enterprise Risk..., Management Consulting, Forecasting, Portfolio Management, Due Diligence, Equity Research, Strategy, Business Process...
Education
Columbia University - Columbia Business School 2014 — 2017
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs 2014 — 2017
Master's Degree, Masters in International Affairs
Washington and Lee University 2005 — 2009
BA, Economics and Russian Area Studies
Russian State University for the Humanities 2008 — 2008
Russian Studies
Friends School of Baltimore
Mark Lembeck's UBS Wealth Management Experience 1995 - Present
Job Senior Vice President, Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 1995 - Present
Skills
Wealth Management, Leadership, Series 7
Education
Colorado State University
UBS Wealth Management 1995 - Present
Skills
Wealth Management, Leadership, Series 7
Education
Colorado State University
Craig Forbes, CSM's UBS Wealth Management Experience 2006 - 2007
Job Senior Program Manager / Data Scientist
Industry Information Technology and Services
Experience
Gordon Analytics January 2014 - Present
New York State Assembly January 2013 - December 2013
Lateral Power 2008 - 2010
UBS Wealth Management 2006 - 2007
State Street 2004 - 2006
Credit Suisse First Boston 2003 - 2004
JP Morgan Chase 2000 - 2002
Skanska 2000 - 2000
AT&T 1999 - 1999
Black & Veatch 1998 - 1998
Skills
Agile Project Management, Agile, Scrum, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, PMO, PMP, SDLC, Data Warehousing, Program Management, Business Intelligence, IT Strategy, Risk Management, Project Delivery, User Acceptance Testing, Systems Analysis, Waterfall, MS Project, Virtual Teams, Requirements Analysis, Risk Mitigation, Process Engineering, Data Modeling, Software Development, Application Development, Portfolio Management, Visio, Project Planning, Certified Scrum Master..., Business Requirements, Business Process..., RAD, IT Management, Software Implementation, Quality Assurance, Process Development, Business Process, Certified Project..., Full SDLC, RUP, Project Plans, Vendor Management, Enterprise Architecture, Resource Management, Project Management
Education
Micropower Computer Institute
OCP DBA, Oracle 8i/9i Certified Professional (OCP) DBA
Columbia Engineering 2000 — 2002
MS Cert., Engineering & Management Systems
Fordham University 1996 — 2000
Bachelors of Science, Engineering and Mathematics
Gordon Analytics January 2014 - Present
New York State Assembly January 2013 - December 2013
Lateral Power 2008 - 2010
UBS Wealth Management 2006 - 2007
State Street 2004 - 2006
Credit Suisse First Boston 2003 - 2004
JP Morgan Chase 2000 - 2002
Skanska 2000 - 2000
AT&T 1999 - 1999
Black & Veatch 1998 - 1998
Skills
Agile Project Management, Agile, Scrum, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, PMO, PMP, SDLC, Data Warehousing, Program Management, Business Intelligence, IT Strategy, Risk Management, Project Delivery, User Acceptance Testing, Systems Analysis, Waterfall, MS Project, Virtual Teams, Requirements Analysis, Risk Mitigation, Process Engineering, Data Modeling, Software Development, Application Development, Portfolio Management, Visio, Project Planning, Certified Scrum Master..., Business Requirements, Business Process..., RAD, IT Management, Software Implementation, Quality Assurance, Process Development, Business Process, Certified Project..., Full SDLC, RUP, Project Plans, Vendor Management, Enterprise Architecture, Resource Management, Project Management
Education
Micropower Computer Institute
OCP DBA, Oracle 8i/9i Certified Professional (OCP) DBA
Columbia Engineering 2000 — 2002
MS Cert., Engineering & Management Systems
Fordham University 1996 — 2000
Bachelors of Science, Engineering and Mathematics
Ross DeLuca, CRPC®'s UBS Wealth Management Experience 2006 - 2007
Job Manager, Investment Services
Industry Financial Services
Experience
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Don Oh's UBS Wealth Management Experience September 2008 - December 2008
Job Equity Sales & Prop Trading Desk Index Strategy at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2015 - Present
Societe Generale US February 2012 - July 2015
Wordsmart Corporation November 2010 - May 2011
Columbia Business School May 2009 - October 2010
UBS Wealth Management September 2008 - December 2008
Skills
Monte Carlo Simulation, Quantitative Analysis, Quantitative Finance, Series 7, C++, VBA, Matlab, Options Strategies, Portfolio Optimization, Equity Derivatives, Structured Products, Trading, Portfolio Management, Derivatives, Bloomberg, Financial Modeling, R
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Operations Research; Financial Engineering
Korea University
BEng, Industrial System and Information Engineering
Macquarie Group August 2015 - Present
Societe Generale US February 2012 - July 2015
Wordsmart Corporation November 2010 - May 2011
Columbia Business School May 2009 - October 2010
UBS Wealth Management September 2008 - December 2008
Skills
Monte Carlo Simulation, Quantitative Analysis, Quantitative Finance, Series 7, C++, VBA, Matlab, Options Strategies, Portfolio Optimization, Equity Derivatives, Structured Products, Trading, Portfolio Management, Derivatives, Bloomberg, Financial Modeling, R
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Operations Research; Financial Engineering
Korea University
BEng, Industrial System and Information Engineering
Andrea Aranguren (Palacios)'s UBS Wealth Management Experience 2005 - 2008
Job Vice President
Industry Environmental Services
Experience
Markit August 2015 - Present
Independent consultant July 2013 - Present
Goldman Sachs January 2013 - July 2013
Goldman Sachs July 2009 - December 2012
UBS Wealth Management 2005 - 2008
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Emerging Markets, Equities, Bloomberg, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Equity Research, Hedge Funds, Investments, Mergers, Private Equity, Venture Capital, Financial Analysis, Strategy
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Economics and International Relations
Markit August 2015 - Present
Independent consultant July 2013 - Present
Goldman Sachs January 2013 - July 2013
Goldman Sachs July 2009 - December 2012
UBS Wealth Management 2005 - 2008
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Emerging Markets, Equities, Bloomberg, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Equity Research, Hedge Funds, Investments, Mergers, Private Equity, Venture Capital, Financial Analysis, Strategy
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Economics and International Relations
Kelly (Ryan) LeVangie, AWMA®'s UBS Wealth Management Experience April 2014 - Present
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management April 2014 - Present
Mercer July 2007 - April 2014
Fidelity Investments October 2005 - June 2007
Skills
Employee Benefits, Benefits Administration, HR Consulting, Negotiation, Employee Management, Human Resources, Onboarding, Outsourcing, Vendor Management, Payroll, Call Centers, FMLA, Interviews, Project Management, Team Leadership
Education
Suffolk University 2008 — 2011
Master of Business Administration (MBA), Organizational Behavior Studies
Western New England College 2001 — 2005
BS in Business Administration, Business Management - HR concentration
Macquarie University 2004 — 2004
Study Abroad Program
College for Financial Planning
AWMA®, Accredited Wealth Management Advisor
UBS Wealth Management April 2014 - Present
Mercer July 2007 - April 2014
Fidelity Investments October 2005 - June 2007
Skills
Employee Benefits, Benefits Administration, HR Consulting, Negotiation, Employee Management, Human Resources, Onboarding, Outsourcing, Vendor Management, Payroll, Call Centers, FMLA, Interviews, Project Management, Team Leadership
Education
Suffolk University 2008 — 2011
Master of Business Administration (MBA), Organizational Behavior Studies
Western New England College 2001 — 2005
BS in Business Administration, Business Management - HR concentration
Macquarie University 2004 — 2004
Study Abroad Program
College for Financial Planning
AWMA®, Accredited Wealth Management Advisor
Kevin Byrne's UBS Wealth Management Experience February 2008 - June 2010
Job VP, Voluntary Benefits at Prudential
Industry Financial Services
Experience
Prudential Financial August 2011 - Present
Prudential Financial May 2010 - August 2011
UBS Wealth Management February 2008 - June 2010
UBS Wealth Management April 2006 - January 2008
Horizon Blue Cross Blue Shield of New Jersey July 2005 - April 2006
Prudential Financial February 2001 - March 2005
Prudential Financial March 2000 - February 2001
Prudential Financial August 1997 - March 2000
Skills
Recruiting, Project Management, Change Management, Leadership, Program Management, Performance Management, Management, Strategy, Business Development, Leadership Development, CRM, Project Planning, Budgets, Vendor Management, Insurance, Training, Analysis, Financial Services, Risk Management, Strategic Planning
Education
Providence College 1993 — 1997
BA, Psychology & Business Studies
Villanova University 2003 — 2004
PMP, Project Management
College for Financial Planning 1999 — 2000
CMFC, Chartered Mutual Fund Counselor
Framingham High School 1989 — 1993
Prudential Financial August 2011 - Present
Prudential Financial May 2010 - August 2011
UBS Wealth Management February 2008 - June 2010
UBS Wealth Management April 2006 - January 2008
Horizon Blue Cross Blue Shield of New Jersey July 2005 - April 2006
Prudential Financial February 2001 - March 2005
Prudential Financial March 2000 - February 2001
Prudential Financial August 1997 - March 2000
Skills
Recruiting, Project Management, Change Management, Leadership, Program Management, Performance Management, Management, Strategy, Business Development, Leadership Development, CRM, Project Planning, Budgets, Vendor Management, Insurance, Training, Analysis, Financial Services, Risk Management, Strategic Planning
Education
Providence College 1993 — 1997
BA, Psychology & Business Studies
Villanova University 2003 — 2004
PMP, Project Management
College for Financial Planning 1999 — 2000
CMFC, Chartered Mutual Fund Counselor
Framingham High School 1989 — 1993
Chris Gies's UBS Wealth Management Experience 2001 - 2003
Job SVP, Advisor Education & Sales Force Development, American Funds
Industry Financial Services
Experience
Capital Group Companies 2009 - Present
American Funds 2003 - July 2008
UBS Wealth Management 2001 - 2003
Skills
Sales Management, Series 7, Series 63, Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Managment, Securities, Retirement Planning, Asset Allocation, 401k, Series 24, Investment Advisory, FINRA, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Advisory, Investment Management, Hedge Funds, Retirement, Financial Services, Bonds, IRAs, Uniform Combined State..., Fixed Annuities, Separately Managed..., Strategic Financial..., Estate Planning, Series 65, ETFs, Equity Research, Relationship Management, Financial Planning, Asset Management
Education
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning
Eastern Michigan University 1976 — 1981
Bachelor Business Administration, Finance, Marketing
Capital Group Companies 2009 - Present
American Funds 2003 - July 2008
UBS Wealth Management 2001 - 2003
Skills
Sales Management, Series 7, Series 63, Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Managment, Securities, Retirement Planning, Asset Allocation, 401k, Series 24, Investment Advisory, FINRA, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Advisory, Investment Management, Hedge Funds, Retirement, Financial Services, Bonds, IRAs, Uniform Combined State..., Fixed Annuities, Separately Managed..., Strategic Financial..., Estate Planning, Series 65, ETFs, Equity Research, Relationship Management, Financial Planning, Asset Management
Education
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning
Eastern Michigan University 1976 — 1981
Bachelor Business Administration, Finance, Marketing
Sally Dessloch's UBS Wealth Management Experience 2007 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2007 - Present
Integrated Finance Ltd June 2005 - February 2006
Brummer & Partners 2003 - 2005
JP Morgan January 1982 - December 2002
Skills
Equities, Hedge Funds, Financial Modeling, Capital Markets, Valuation, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 1979 — 1980
M.S., Accounting
Colgate University 1975 — 1979
B.A., Mathematics
UBS Wealth Management 2007 - Present
Integrated Finance Ltd June 2005 - February 2006
Brummer & Partners 2003 - 2005
JP Morgan January 1982 - December 2002
Skills
Equities, Hedge Funds, Financial Modeling, Capital Markets, Valuation, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 1979 — 1980
M.S., Accounting
Colgate University 1975 — 1979
B.A., Mathematics
Claire Borelli's UBS Wealth Management Experience May 2009 - February 2012
Job Head of Consumer and Chase Wealth Management HR at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2012 - Present
UBS Wealth Management May 2009 - February 2012
Merrill Lynch October 1994 - April 2009
Skills
Talent Acquisition, Deferred Compensation, Management, Financial Services, Investment Banking, Human Resources, Talent Management, Personnel Management, Succession Planning, HRIS, Technical Recruiting, Employee Benefits, Vendor Management, Recruiting, Performance Management, Employee Engagement, Strategic Planning, Executive Pay, HR Consulting, Executive Coaching, Strategic Financial..., Equities, Organizational..., Risk Management, Change Management, Investments, Leadership, Asset Management, Mergers & Acquisitions, Leadership Development, Management Consulting, Employee Relations, Process Improvement, Applicant Tracking..., Strategy, Organizational..., Onboarding, Relationship Management, Organizational Design, Workforce Planning, Wealth Management, Executive Search
Education
Columbia University - Columbia Business School 2011 — 2012
Executive Coaching
Temple University
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2012 - Present
UBS Wealth Management May 2009 - February 2012
Merrill Lynch October 1994 - April 2009
Skills
Talent Acquisition, Deferred Compensation, Management, Financial Services, Investment Banking, Human Resources, Talent Management, Personnel Management, Succession Planning, HRIS, Technical Recruiting, Employee Benefits, Vendor Management, Recruiting, Performance Management, Employee Engagement, Strategic Planning, Executive Pay, HR Consulting, Executive Coaching, Strategic Financial..., Equities, Organizational..., Risk Management, Change Management, Investments, Leadership, Asset Management, Mergers & Acquisitions, Leadership Development, Management Consulting, Employee Relations, Process Improvement, Applicant Tracking..., Strategy, Organizational..., Onboarding, Relationship Management, Organizational Design, Workforce Planning, Wealth Management, Executive Search
Education
Columbia University - Columbia Business School 2011 — 2012
Executive Coaching
Temple University
Zhen (Zach) Yan's UBS Wealth Management Experience February 2011 - May 2011
Job Phd in Finance at Ross School of Business, University of Michigan
Industry Higher Education
Experience
University of Michigan September 2014 - Present
UBS Investment Bank January 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
Skills
Matlab, R/S-PLUS, Bloomberg, Haver, SQL, Stata, Financial Engineering, Derivatives, VBA, Economics, Monte Carlo Simulation
Education
University of Rochester 2013 — 2014
Doctor of Philosophy (Ph.D.), Economics
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
M.S., Financial Engineering
Fudan University 2005 — 2010
BA, Finance
University of California, Berkeley 2008 — 2009
Exchange, Economics
University of Michigan September 2014 - Present
UBS Investment Bank January 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
Skills
Matlab, R/S-PLUS, Bloomberg, Haver, SQL, Stata, Financial Engineering, Derivatives, VBA, Economics, Monte Carlo Simulation
Education
University of Rochester 2013 — 2014
Doctor of Philosophy (Ph.D.), Economics
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
M.S., Financial Engineering
Fudan University 2005 — 2010
BA, Finance
University of California, Berkeley 2008 — 2009
Exchange, Economics
Kenneth Stammer, CFP, CRPS, LUTCF's UBS Wealth Management Experience November 2008 - Present
Job First Vice President Wealth Advisor
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley August 1995 - November 2008
Prudential Financial October 1986 - October 1994
Education
College for Financial Planning 2014 — 2015
CRPS, Financial Planning and Services
College for Financial Planning 1990 — 1992
CFP, Financial Planning and Services
The National Asscociation of Life Underwriters 1987 — 1990
LUTCF, Financial Services and Estate Planning
UBS Wealth Management November 2008 - Present
Morgan Stanley August 1995 - November 2008
Prudential Financial October 1986 - October 1994
Education
College for Financial Planning 2014 — 2015
CRPS, Financial Planning and Services
College for Financial Planning 1990 — 1992
CFP, Financial Planning and Services
The National Asscociation of Life Underwriters 1987 — 1990
LUTCF, Financial Services and Estate Planning
Elizabeth Sieghardt's UBS Wealth Management Experience June 2015 - Present
Job Executive Director, Branch Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS May 2013 - Present
UBS Financial Services, Inc. April 2012 - April 2013
UBS Financial Services, Inc. November 2009 - April 2012
UBS Financial Services, Inc. September 2008 - November 2009
UBS Financial Services, Inc. October 2006 - September 2008
UBS Financial Services, Inc. 2005 - 2006
Boston Ballet School 2004 - 2005
Boston Ballet 2003 - 2004
Boston Ballet 2002 - 2003
Education
College of the Holy Cross 1998 — 2002
B.A., Theatre, Economics, Deaf Studies
UBS Wealth Management June 2015 - Present
UBS May 2013 - Present
UBS Financial Services, Inc. April 2012 - April 2013
UBS Financial Services, Inc. November 2009 - April 2012
UBS Financial Services, Inc. September 2008 - November 2009
UBS Financial Services, Inc. October 2006 - September 2008
UBS Financial Services, Inc. 2005 - 2006
Boston Ballet School 2004 - 2005
Boston Ballet 2003 - 2004
Boston Ballet 2002 - 2003
Education
College of the Holy Cross 1998 — 2002
B.A., Theatre, Economics, Deaf Studies
Jordan Feucht's UBS Wealth Management Experience March 2012 - Present
Job Client Service Associate
Industry Financial Services
Experience
UBS Wealth Management March 2012 - Present
The Brandman Agency September 2009 - March 2010
Nanette Lepore November 2008 - March 2009
Education
College of Charleston 2004 — 2008
Bachelor, Communication
UBS Wealth Management March 2012 - Present
The Brandman Agency September 2009 - March 2010
Nanette Lepore November 2008 - March 2009
Education
College of Charleston 2004 — 2008
Bachelor, Communication
Patrick Hill, CFP®'s UBS Wealth Management Experience November 2006 - Present
Job Vice President Investments
Industry Financial Services
Experience
UBS Wealth Management November 2006 - Present
FIGG May 2003 - October 2006
Education
University of Illinois at Urbana-Champaign 2002 — 2002
MS, Structural Engineering
Colorado School of Mines 1999 — 2001
BS, Civil Engineering
UBS Wealth Management November 2006 - Present
FIGG May 2003 - October 2006
Education
University of Illinois at Urbana-Champaign 2002 — 2002
MS, Structural Engineering
Colorado School of Mines 1999 — 2001
BS, Civil Engineering
Colin Mathews's UBS Wealth Management Experience July 2004 - July 2006
Job Leveraged Finance at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2014 - Present
Barclays Capital June 2011 - October 2014
Barclays Capital June 2010 - August 2010
UBS Investment Bank July 2006 - July 2009
UBS Wealth Management July 2004 - July 2006
Skills
Fixed Income, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Leveraged Finance, Leveraged Lending, High Yield Bonds, Corporate Finance, Financial Analysis, Finance
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics, Political Science
Goldman Sachs November 2014 - Present
Barclays Capital June 2011 - October 2014
Barclays Capital June 2010 - August 2010
UBS Investment Bank July 2006 - July 2009
UBS Wealth Management July 2004 - July 2006
Skills
Fixed Income, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Leveraged Finance, Leveraged Lending, High Yield Bonds, Corporate Finance, Financial Analysis, Finance
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics, Political Science
Andres De La Ossa's UBS Wealth Management Experience 2007 - 2011
Job Senior Consultant at EY
Industry Financial Services
Experience
EY September 2013 - Present
UBS Wealth Management 2007 - 2011
Johnson & Johnson 2004 - 2007
Skills
Business Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Valuation, Lean Manufacturing, Management Consulting, Process Excellence, Project Execution, Sales Support, Strategy Development, Due Diligence, Process Consulting, Six Sigma, Private Equity, Strategy
Education
Columbia Business School 2011 — 2013
MBA, Management and Strategy
University of Miami 2003 — 2007
Bachelor of Science, Industrial Engineering
EY September 2013 - Present
UBS Wealth Management 2007 - 2011
Johnson & Johnson 2004 - 2007
Skills
Business Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Valuation, Lean Manufacturing, Management Consulting, Process Excellence, Project Execution, Sales Support, Strategy Development, Due Diligence, Process Consulting, Six Sigma, Private Equity, Strategy
Education
Columbia Business School 2011 — 2013
MBA, Management and Strategy
University of Miami 2003 — 2007
Bachelor of Science, Industrial Engineering
Raphael Mannino's UBS Wealth Management Experience 2006 - June 2011
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group April 2014 - Present
University of Chicago Booth School of Business August 2011 - December 2013
Aquarius Biotechnologies September 2011 - November 2013
Hyde Park Angels May 2012 - September 2012
UBS Wealth Management 2006 - June 2011
Skills
Fixed Income, Valuation, Corporate Finance, Financial Modeling, Project Management, Equities, Bloomberg, Due Diligence, Investments, Leadership, Financial Analysis, Economics, Private Equity, Data Analysis, Business Strategy, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Portfolio Management, DCF, Mergers & Acquisitions, Emerging Markets, Venture Capital
Education
Columbia College (NY) 2002 — 2006
BA, Mathematics
The University of Chicago - Booth School of Business
The Boston Consulting Group April 2014 - Present
University of Chicago Booth School of Business August 2011 - December 2013
Aquarius Biotechnologies September 2011 - November 2013
Hyde Park Angels May 2012 - September 2012
UBS Wealth Management 2006 - June 2011
Skills
Fixed Income, Valuation, Corporate Finance, Financial Modeling, Project Management, Equities, Bloomberg, Due Diligence, Investments, Leadership, Financial Analysis, Economics, Private Equity, Data Analysis, Business Strategy, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Portfolio Management, DCF, Mergers & Acquisitions, Emerging Markets, Venture Capital
Education
Columbia College (NY) 2002 — 2006
BA, Mathematics
The University of Chicago - Booth School of Business
Tony Appiah, CFA's UBS Wealth Management Experience September 2015 - Present
Job Director at UBS Wealth Management Americas
Industry Investment Management
Experience
UBS Wealth Management September 2015 - Present
Brown Brothers Harriman May 2011 - August 2015
Clearbrook Investment Consulting August 2006 - April 2011
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Financial Modeling, Fixed Income, Private Equity, Portfolio Management, Asset Allocation
Education
Colgate University 2002 — 2006
BA, Mathematical Economics, Applied Mathematics
UBS Wealth Management September 2015 - Present
Brown Brothers Harriman May 2011 - August 2015
Clearbrook Investment Consulting August 2006 - April 2011
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Financial Modeling, Fixed Income, Private Equity, Portfolio Management, Asset Allocation
Education
Colgate University 2002 — 2006
BA, Mathematical Economics, Applied Mathematics
Anna Markosian's UBS Wealth Management Experience December 2009 - May 2010
Job Business Relations Manager at IDEA
Industry Medical Devices
Experience
IDEA June 2012 - Present
Crowdstar August 2011 - June 2012
UBS Wealth Management December 2009 - May 2010
Financial Analysis and Management Education August 2009 - January 2010
College of San Mateo March 2008 - June 2008
McKesson June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Market Research, Business Strategy, Project Management, Microsoft Excel, Microsoft Office, Accounting, Strategy, Forecasting, Management, Investments, Data Analysis, Entrepreneurship
Education
San Francisco State University, College of Business 2008 — 2010
Bachelor of Science (BS), Corporate Finance, Economics
College of San Mateo 2007 — 2008
Armenian University of Economics 2002 — 2006
BS, Economics
IDEA June 2012 - Present
Crowdstar August 2011 - June 2012
UBS Wealth Management December 2009 - May 2010
Financial Analysis and Management Education August 2009 - January 2010
College of San Mateo March 2008 - June 2008
McKesson June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Market Research, Business Strategy, Project Management, Microsoft Excel, Microsoft Office, Accounting, Strategy, Forecasting, Management, Investments, Data Analysis, Entrepreneurship
Education
San Francisco State University, College of Business 2008 — 2010
Bachelor of Science (BS), Corporate Finance, Economics
College of San Mateo 2007 — 2008
Armenian University of Economics 2002 — 2006
BS, Economics
Evan Lorey's UBS Wealth Management Experience July 2010 - June 2012
Job Institutional Sales Associate at Lazard Asset Management
Industry Banking
Experience
Lazard Asset Management July 2012 - Present
UBS Wealth Management July 2010 - June 2012
UBS Wealth Management May 2009 - August 2009
Schindler Elevator Corporation May 2008 - August 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Research, Equities, Investments, Portfolio Management, Social Media, Hedge Funds, Financial Analysis, Public Speaking, Management, Finance, Series 7
Education
Colgate University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Lazard Asset Management July 2012 - Present
UBS Wealth Management July 2010 - June 2012
UBS Wealth Management May 2009 - August 2009
Schindler Elevator Corporation May 2008 - August 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Research, Equities, Investments, Portfolio Management, Social Media, Hedge Funds, Financial Analysis, Public Speaking, Management, Finance, Series 7
Education
Colgate University 2006 — 2010
Bachelor of Arts (B.A.), 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
Kathryn Doering, CRPC's UBS Wealth Management Experience 2006 - 2007
Job Regional Wholesaler & Sales Manager, Flexible Plan Investments
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
gene stoeckly's UBS Wealth Management Experience 2007 - Present
Job at
Industry Investment Management
Experience
UBS Wealth Management 2007 - Present
Education
Colorado College 1967 — 1971
BA, Political Economy
UBS Wealth Management 2007 - Present
Education
Colorado College 1967 — 1971
BA, Political Economy
Christopher Spellman's UBS Wealth Management Experience April 2012 - Present
Job Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Wilmington Trust October 2008 - April 2012
Merrill Lynch June 2002 - September 2008
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
St. Michael's College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning 1996 — 2006
UBS Wealth Management April 2012 - Present
Wilmington Trust October 2008 - April 2012
Merrill Lynch June 2002 - September 2008
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
St. Michael's College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning 1996 — 2006
Regina I. Angeles's UBS Wealth Management Experience March 2010 - November 2010
Job Human Resources
Industry Financial Services
Experience
The Guardian Life Insurance Company of America November 2010 - Present
UBS Wealth Management March 2010 - November 2010
The Bank of New York Mellon 2008 - 2009
Merrill Lynch 2000 - 2008
Goldman Sachs 1998 - 2000
Skills
Program Management, Project Management, Business Analysis, Relationship Management, Succession Planning, Visio, SDLC, Management, Vendor Management
Education
Columbia College Chicago
Bachelor of Arts (B.A.), Marketing Communications
University of the Philippines
Communications
The Guardian Life Insurance Company of America November 2010 - Present
UBS Wealth Management March 2010 - November 2010
The Bank of New York Mellon 2008 - 2009
Merrill Lynch 2000 - 2008
Goldman Sachs 1998 - 2000
Skills
Program Management, Project Management, Business Analysis, Relationship Management, Succession Planning, Visio, SDLC, Management, Vendor Management
Education
Columbia College Chicago
Bachelor of Arts (B.A.), Marketing Communications
University of the Philippines
Communications
Anna Siwula-Figueroa's UBS Wealth Management Experience July 2013 - Present
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2013 - Present
PNC October 2012 - July 2013
PNC June 2011 - October 2012
JPMorgan Chase March 2010 - May 2011
AutoNation June 2006 - March 2010
Education
Northwood University 2010 — 2012
Business Administration, Management, Summa Cum Laude
College of DuPage 2007 — 2010
Associate of Science (A.S.), Meeting and Event Planning
University of Trade 1999 — 2003
Bachelor of Management & Marketing
College for Financial Planning
UBS Wealth Management July 2013 - Present
PNC October 2012 - July 2013
PNC June 2011 - October 2012
JPMorgan Chase March 2010 - May 2011
AutoNation June 2006 - March 2010
Education
Northwood University 2010 — 2012
Business Administration, Management, Summa Cum Laude
College of DuPage 2007 — 2010
Associate of Science (A.S.), Meeting and Event Planning
University of Trade 1999 — 2003
Bachelor of Management & Marketing
College for Financial Planning
David Chakmakjian's UBS Wealth Management Experience September 2013 - Present
Job UBS Financial Services
Industry Hospitality
Experience
UBS Wealth Management September 2013 - Present
Antonino's Ristorante January 2005 - Present
Restaurant Associates June 2011 - August 2013
King Bruwaert August 2010 - June 2011
First National Bank of Brookfield May 2007 - August 2010
Education
College of DuPage 2003 — 2005
UBS Wealth Management September 2013 - Present
Antonino's Ristorante January 2005 - Present
Restaurant Associates June 2011 - August 2013
King Bruwaert August 2010 - June 2011
First National Bank of Brookfield May 2007 - August 2010
Education
College of DuPage 2003 — 2005
Jennifer Poon's UBS Wealth Management Experience June 2010 - July 2010
Job MBA Candidate at Columbia Business School
Industry Marketing and Advertising
Experience
The Huffington Post June 2014 - May 2015
The Huffington Post June 2013 - June 2014
Oliver Wyman September 2011 - January 2013
The Wharton School January 2011 - May 2011
UBS Wealth Management June 2010 - July 2010
Skills
Financial Modeling, Business Strategy, Management Consulting, Valuation, Due Diligence, Strategy, Corporate Development, Strategic Consulting, Capital Markets, Corporate Finance, Economics, Competitive Analysis, Analytics
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS), Economics
The Huffington Post June 2014 - May 2015
The Huffington Post June 2013 - June 2014
Oliver Wyman September 2011 - January 2013
The Wharton School January 2011 - May 2011
UBS Wealth Management June 2010 - July 2010
Skills
Financial Modeling, Business Strategy, Management Consulting, Valuation, Due Diligence, Strategy, Corporate Development, Strategic Consulting, Capital Markets, Corporate Finance, Economics, Competitive Analysis, Analytics
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS), Economics
Emily de la Reguera's UBS Wealth Management Experience May 2013 - November 2014
Job Associate at BlackRock
Industry International Affairs
Experience
BlackRock November 2014 - Present
UBS Wealth Management May 2013 - November 2014
UBS June 2011 - May 2013
UBS June 2010 - August 2010
Young Audiences of Maryland May 2009 - August 2009
Young Audiences of Maryland June 2008 - August 2008
PNC Bank May 2007 - May 2007
Skills
Wealth Management, Valuation, Series 7, Series 66, Research, Marketing, Strategy, Securities
Education
Colgate University 2007 — 2011
Bachelor of Arts, International Relations and Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Business Bridge Program, Business
Roland Park Country School
BlackRock November 2014 - Present
UBS Wealth Management May 2013 - November 2014
UBS June 2011 - May 2013
UBS June 2010 - August 2010
Young Audiences of Maryland May 2009 - August 2009
Young Audiences of Maryland June 2008 - August 2008
PNC Bank May 2007 - May 2007
Skills
Wealth Management, Valuation, Series 7, Series 66, Research, Marketing, Strategy, Securities
Education
Colgate University 2007 — 2011
Bachelor of Arts, International Relations and Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Business Bridge Program, Business
Roland Park Country School
Vijay Sha's UBS Wealth Management Experience May 2012 - June 2013
Job Investment Strategist (Independently Employed)
Industry Financial Services
Experience
Self July 2013 - Present
UBS Wealth Management May 2012 - June 2013
National Securities July 2002 - April 2012
Cushman & Wakefield March 2008 - November 2008
Lipper and company May 2000 - June 2002
Skills
Equities, Investments, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Asset Management, Equity Research, Financial Analysis, Trading, Bloomberg, Asset Allocation, Strategy, Mergers & Acquisitions, Alternative Investments, Finance, Series 7, Fixed Income
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
M.S in MSE, Management Science & Engineering, GPA - 3.6
Osmania University
MBA, Finance
Osmania University
Bachelor of Commerce, Commerce
Self July 2013 - Present
UBS Wealth Management May 2012 - June 2013
National Securities July 2002 - April 2012
Cushman & Wakefield March 2008 - November 2008
Lipper and company May 2000 - June 2002
Skills
Equities, Investments, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Asset Management, Equity Research, Financial Analysis, Trading, Bloomberg, Asset Allocation, Strategy, Mergers & Acquisitions, Alternative Investments, Finance, Series 7, Fixed Income
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
M.S in MSE, Management Science & Engineering, GPA - 3.6
Osmania University
MBA, Finance
Osmania University
Bachelor of Commerce, Commerce
Zhengwei (Javen) Xu's UBS Wealth Management Experience June 2011 - October 2011
Job
Industry Human Resources
Experience
JBS S.A. December 2013 - Present
JBS S.A. March 2013 - December 2013
JBS S.A. July 2012 - March 2013
Summit Investment Fund May 2011 - January 2012
UBS Wealth Management June 2011 - October 2011
KPMG US August 2011 - August 2011
KPMG China July 2010 - August 2010
Education
Colorado State University 2010 — 2012
BS, Statistics; BBA, Finance, Cum Laude
East China Normal University 2008 — 2012
BA. Economics, Top 10%
JBS S.A. December 2013 - Present
JBS S.A. March 2013 - December 2013
JBS S.A. July 2012 - March 2013
Summit Investment Fund May 2011 - January 2012
UBS Wealth Management June 2011 - October 2011
KPMG US August 2011 - August 2011
KPMG China July 2010 - August 2010
Education
Colorado State University 2010 — 2012
BS, Statistics; BBA, Finance, Cum Laude
East China Normal University 2008 — 2012
BA. Economics, Top 10%
Pu He's UBS Wealth Management Experience 2012 - 2012
Job Phd at Columbia Business School
Industry Financial Services
Experience
PwC 2012 - 2014
Panorama Partners September 2012 - December 2012
WTS Proprietary Trading Group LLC June 2012 - August 2012
UBS Wealth Management 2012 - 2012
New Oriental Education & Technology Group (NYSE:EDU) July 2010 - June 2011
The People's Bank of China July 2010 - September 2010
China Merchants Bank January 2009 - February 2009
Skills
Matlab, C++, C#, Java, R, Splus, SQL, Microsoft Excel, VBA, Bloomberg, Machine learning, Data Mining, Quantitative Finance, Derivatives, Fixed Income, Algorithmic Trading, Quantitative Trading, Python, Ruby, Pearl, C, Financial Modeling
Education
Columbia Business School 2014 — 2019
Phd, DRO- financial engineering
Columbia University in the City of New York 2011 — 2012
Master of Science (M.S.), Financial Engineering, 4.15/4.00
Tsinghua University 2007 — 2012
Bachelor of Science, Electrical Engineering, 86.6/100
PwC 2012 - 2014
Panorama Partners September 2012 - December 2012
WTS Proprietary Trading Group LLC June 2012 - August 2012
UBS Wealth Management 2012 - 2012
New Oriental Education & Technology Group (NYSE:EDU) July 2010 - June 2011
The People's Bank of China July 2010 - September 2010
China Merchants Bank January 2009 - February 2009
Skills
Matlab, C++, C#, Java, R, Splus, SQL, Microsoft Excel, VBA, Bloomberg, Machine learning, Data Mining, Quantitative Finance, Derivatives, Fixed Income, Algorithmic Trading, Quantitative Trading, Python, Ruby, Pearl, C, Financial Modeling
Education
Columbia Business School 2014 — 2019
Phd, DRO- financial engineering
Columbia University in the City of New York 2011 — 2012
Master of Science (M.S.), Financial Engineering, 4.15/4.00
Tsinghua University 2007 — 2012
Bachelor of Science, Electrical Engineering, 86.6/100
Denis Brown's UBS Wealth Management Experience June 2012 - August 2012
Job Research Analyst at Guidepoint Global
Industry Research
Experience
Guidepoint Global February 2014 - Present
Green Energy Africa May 2013 - October 2013
UBS Wealth Management June 2012 - August 2012
MND Partners/Peak 6 Investments May 2010 - August 2010
Skills
Market Analysis, Market Research, Analysis, Research, Energy & Industrials
Education
Colgate University 2009 — 2013
Bachelors, History
Chaminade High School 2005 — 2009
Guidepoint Global February 2014 - Present
Green Energy Africa May 2013 - October 2013
UBS Wealth Management June 2012 - August 2012
MND Partners/Peak 6 Investments May 2010 - August 2010
Skills
Market Analysis, Market Research, Analysis, Research, Energy & Industrials
Education
Colgate University 2009 — 2013
Bachelors, History
Chaminade High School 2005 — 2009
Ryan Reed-Baum, CSCA's UBS Wealth Management Experience August 2011 - May 2012
Job Chief Operating Officer
Industry Construction
Experience
TruLog January 2012 - Present
Convergys Analytics January 2014 - February 2015
Colorado State University Football August 2012 - December 2013
Summit Student Investment Fund August 2012 - December 2012
JBS June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Nike May 2007 - April 2012
Crocs, Inc August 2011 - December 2011
Skills
Microsoft Excel, Supply Chain Management, Data Analysis, Customer Service, PowerPoint, Teamwork, Strategy, Analysis, Project Planning, Microsoft Office, Public Speaking, Supply Chain, Bloomberg Terminal, Marketing, Word, Customer Relations, Excel, Retail, Social Media, Problem Solving, Planning, Outlook, Logistics, Facebook, Project Management, Business Strategy, Business Analysis, Google Analytics, Google Adwords, Data Manipulation, Root Cause Analysis, SQL Server Management..., QlikView, MailChimp, Facebook Marketing
Education
Colorado State University 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance and Marketing
TruLog January 2012 - Present
Convergys Analytics January 2014 - February 2015
Colorado State University Football August 2012 - December 2013
Summit Student Investment Fund August 2012 - December 2012
JBS June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Nike May 2007 - April 2012
Crocs, Inc August 2011 - December 2011
Skills
Microsoft Excel, Supply Chain Management, Data Analysis, Customer Service, PowerPoint, Teamwork, Strategy, Analysis, Project Planning, Microsoft Office, Public Speaking, Supply Chain, Bloomberg Terminal, Marketing, Word, Customer Relations, Excel, Retail, Social Media, Problem Solving, Planning, Outlook, Logistics, Facebook, Project Management, Business Strategy, Business Analysis, Google Analytics, Google Adwords, Data Manipulation, Root Cause Analysis, SQL Server Management..., QlikView, MailChimp, Facebook Marketing
Education
Colorado State University 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance and Marketing
Charles Norris's UBS Wealth Management Experience January 2008 - May 2010
Job Sr. Internal Wholesaler at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America December 2014 - Present
Ameriprise Financial Services, Inc. November 2013 - November 2014
Oppenheimer & Co. May 2010 - October 2013
UBS Wealth Management January 2008 - May 2010
AMC January 2005 - July 2006
Skills
Wealth Management, Financial Advisory, Insurance, Investments, Retirement Planning, Uniform Combined State..., Mutual Funds, CRPC, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Alternative Investments, 401k, Estate Planning, Microsoft Excel, Fixed Annuities, Finance, Financial Services, Financial Planning, Loans, Mortgage Lending, Portfolio Management
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
Saint Cloud State University 2003 — 2007
Bachelors, Liberal Studies
The Prudential Insurance Company of America December 2014 - Present
Ameriprise Financial Services, Inc. November 2013 - November 2014
Oppenheimer & Co. May 2010 - October 2013
UBS Wealth Management January 2008 - May 2010
AMC January 2005 - July 2006
Skills
Wealth Management, Financial Advisory, Insurance, Investments, Retirement Planning, Uniform Combined State..., Mutual Funds, CRPC, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Alternative Investments, 401k, Estate Planning, Microsoft Excel, Fixed Annuities, Finance, Financial Services, Financial Planning, Loans, Mortgage Lending, Portfolio Management
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
Saint Cloud State University 2003 — 2007
Bachelors, Liberal Studies
Nathan Crane's UBS Wealth Management Experience August 2011 - December 2011
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
Yvelise Perez's UBS Wealth Management Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management 2007 - 2009
Ponce de Leon Federal Bank 2005 - 2007
The Bronx Defenders 2003 - 2005
Education
College of Mount Saint Vincent 1997 — 2002
Bachelor of Arts (BA), Business
William Howard Taft High School 1993 — 1997
Diploma, Honors Program
Christ the King School 1985 — 1993
Diploma
UBS Wealth Management 2007 - 2009
Ponce de Leon Federal Bank 2005 - 2007
The Bronx Defenders 2003 - 2005
Education
College of Mount Saint Vincent 1997 — 2002
Bachelor of Arts (BA), Business
William Howard Taft High School 1993 — 1997
Diploma, Honors Program
Christ the King School 1985 — 1993
Diploma
Richard Grassey III's UBS Wealth Management Experience June 2013 - Present
Job Student at Colgate University
Industry Financial Services
Experience
UBS Wealth Management June 2013 - Present
Sackman Enterprises May 2014 - July 2014
Trump National Golf Club May 2009 - August 2012
Education
Colgate University 2012 — 2016
Economics
Briarcliff High School 2008 — 2012
High School diploma
UBS Wealth Management June 2013 - Present
Sackman Enterprises May 2014 - July 2014
Trump National Golf Club May 2009 - August 2012
Education
Colgate University 2012 — 2016
Economics
Briarcliff High School 2008 — 2012
High School diploma
Yvelise Perez's UBS Wealth Management Experience July 2007 - June 2009
Job
Industry Banking
Experience
UBS Wealth Management July 2007 - June 2009
Ponce de Leon Federal Bank October 2005 - July 2007
The Bronx Defenders February 2003 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
College of Mount Saint Vincent 1997 — 2002
Bachelor of Arts (B.A.), Business/Commerce, General
UBS Wealth Management July 2007 - June 2009
Ponce de Leon Federal Bank October 2005 - July 2007
The Bronx Defenders February 2003 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
College of Mount Saint Vincent 1997 — 2002
Bachelor of Arts (B.A.), Business/Commerce, General