UBS Wealth Management Americas
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UBS Wealth Management Americas Employees
UBS Wealth Management Americas August 2012 - Present
Merrill Edge February 2009 - August 2012
Merrill Lynch December 2008 - August 2011
Merrill Lynch February 2006 - December 2008
Merrill Lynch Retirement Group 2006 - 2007
McKinsey & Company 2002 - 2006
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Business
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance, Entrepreneurial Management
Scotiabank January 2015 - June 2015
UBS Wealth Management Americas January 2014 - June 2014
UBS Investment Bank May 2014 - May 2014
Skills
Economics, Valuation, Bloomberg, Microsoft Office, Financial Markets, Microsoft Excel, Corporate Finance, Financial Modeling, PowerPoint, Social Media, Financial Analysis, Microsoft Word, DCF, Windows, Stata, Accounting, Capital IQ, Market Research, SPSS
Education
Northeastern University 2010 — 2015
(B.S) Business Administration, Finance & Insurance, Finance and Economics, 3.6
London School of Economics and Political Science 2012 — 2012
Summer School, Financial Markets
UBS Wealth Management Americas 2009 - Present
UBS Wealth Management Americas 2008 - 2009
UBS Wealth Management Americas 2006 - 2007
BOOZ-ALLEN & HAMILTON 2004 - 2006
BOOZ-ALLEN & HAMILTON 2001 - 2004
BOOZ-ALLEN & HAMILTON 1999 - 2001
BOOZ-ALLEN & HAMILTON June 1998 - August 1998
E.I. DuPONT de NEMOURS & CO., INC 1996 - 1997
E.I. DuPONT de NEMOURS & CO., INC 1993 - 1996
E.I. DuPONT de NEMOURS & CO., INC 1992 - 1993
Skills
Risk Management, Change Management, Financial Analysis, Management Consulting, Business Analysis, Business Strategy, Banking, Project Management, Leadership, Strategic Planning, ISO 14001, Diversity & Inclusion, Organizational Culture, Equities, Wealth Management, Financial Services
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Marketing and Operations Management
North Carolina State University 1985 — 1989
Bachelor of Science (BS), Computer Science
UBS Wealth Management Americas 2012 - Present
UBS Wealth Management Americas 2009 - 2012
Merrill Lynch & Co. 2000 - 2009
Fidelity Investments 1997 - 2000
Hill Holliday 1991 - 1996
WBZ-TV, Boston 1981 - 1991
Education
Boston College
Bachelor's Degree, Communications
UBS Wealth Management - Americas 2009 - Present
Merrill Lynch June 1996 - February 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Invesment Management Analyst Certification
University of Nebraska-Lincoln 1980 — 1985
Bachelor of Science, Finance
Investment Management Consultants Association
Goldman Sachs July 2015 - Present
UBS Wealth Management Americas June 2014 - August 2014
UBS July 2013 - August 2013
Skills
Microsoft Word, Fundraising, Teamwork, Project Management, Social Networking, Microsoft Office, Microsoft Excel, Russian, Mac, Microsoft Powerpoint, Public Speaking, PowerPoint, Facebook
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting, Finance, Global Studies
Kovack Securities Inc. August 2014 - Present
UBS Wealth Management Americas July 2007 - August 2014
UBS Asset Management July 2005 - July 2007
Santander Securities April 2003 - March 2005
UBS / PaineWebber January 1987 - April 2003
Drexel Burnham Lambert August 1985 - January 1987
Banco Comercial de Mayaguez August 1983 - August 1985
Touche Ross July 1980 - August 1983
Skills
Fixed Income, Asset Management, Auditing, Strategic Planning, Financial Markets, Equities, Wealth Management, Portfolio Management, Finance, Investments, Capital Markets, Series 7, Financial Services, Due Diligence, Investment Banking, Financial Advisory, Business Strategy, Securities, Financial Analysis, Insurance, Asset Managment, Credit, Private Banking, Management, Alternative Investments, Risk Management, Budgets, Banking, Team Leadership, FINRA, Asset Allocation, Trading, Financial Planning, Mutual Funds, Structured Finance
Education
Jacksonville University 1976 — 1978
Bachelor of Science (BS), Business Administration and Management, General
St. John's School, San Juan, PR 1965 — 1972
High School
UBS Wealth Management Americas September 2013 - Present
Goldman Sachs June 2010 - September 2013
Ernst & Young August 2005 - May 2010
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Valuation, Risk Management, Mergers, Acquistions, Business Valuation, Mergers & Acquisitions, Asset Management, Financial Reporting, Corporate Finance, Financial Risk, Private Equity, Financial Analysis, Financial Services, Investment Banking, Due Diligence, Finance, Banking
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science (BS), Finance, Economics
Rutgers University-New Brunswick 2001 — 2005
Minor, Psychology
The Idea center at Miami Dade College June 2015 - Present
Design Thinking Miami September 2014 - Present
LaunchCode December 2014 - June 2015
The Living Experiment April 2013 - August 2014
UBS February 2011 - April 2013
UBS February 2011 - January 2012
UBS Wealth Management Americas May 2009 - February 2011
UBS Wealth Management Americas July 2007 - April 2009
Skills
Strategy, Financial Analysis, Blogging, Microsoft Office, Data Analysis, Management, Leadership, Microsoft Excel, PowerPoint, Financial Modeling, Business Analysis, Analysis, Research, Finance, Training, Design Thinking
Education
University of Miami 2003 — 2007
BSIE, Cum Laude, Industrial Engineering
UBS Wealth Management Americas April 2007 - Present
Prudential Investments July 2003 - April 2007
Prudential Securities April 1999 - July 2003
Skills
SDLC, PMP, Program Management, Integration, Business Analysis, Business Requirements, Software Development, Strategy, Project Portfolio..., Financial Services, Software Project..., Requirements Analysis, Project Management, PMO, Quality Assurance, IT Strategy, Management, Certified Project..., Application Development, Wealth Management, IT Management, Project Delivery, Requirements Gathering, Offshoring, Trading Systems, Project Planning, Team Leadership, SOA, Leadership, Investments, Enterprise Architecture, Agile Methodologies, Asset Allocation, Portfolio Management, Vendor Management, Risk Management
Education
Caldwell University 1995 — 1999
Bachelor of Science, Computer Science
UBS Wealth Management Americas July 1998 - Present
UBS Financial Services Inc July 1998 - Present
Education
College of the Holy Cross
BA, Mathematics
Montclair State University
MA, Mathematics
Merrill Lynch July 2014 - Present
The New York Times February 2014 - June 2014
Hess Corporation July 2013 - January 2014
DiscoveryReady December 2012 - June 2013
UBS Wealth Management Americas 2010 - 2012
SBC 2008 - 2010
The Bank of New York Mellon 2001 - 2008
Iguana Studios 2000 - 2001
The Depository Trust Company 1994 - 1999
Skills
Integrated Marketing, Strategy, Marketing Communications, Leadership
Education
Durham University 1981 — 1984
BA
Dulwich College
UBS Wealth Management Americas April 2015 - Present
State Farm Insurance September 2011 - April 2015
COUNTRY ® Financial January 2009 - March 2011
COUNTRY Financial® August 1999 - January 2009
COUNTRY Financial® January 1993 - August 1999
COUNTRY Financial® May 1985 - January 1993
Skills
IT Strategy, Change Management, Troubleshooting, .NET, IT Service Management, JavaScript, Disaster Recovery, Java, Team Leadership, Agile Methodologies, Cisco Technologies, Software Project..., Vendor Management, Testing, HTML, Project Management, Customer Service, Contact Centers, Reporting & Analysis, Analytics, Consulting, Digital Strategy, Enterprise Architecture, Interviews, Internal Communications, Kaizen, Social Media, Negotiation, PowerPoint, Strategic Planning, PMP, Risk Assessment, Strategic Partnerships, Writing, Creative Writing, Integration
Education
Illinois State University
Southern Illinois University, Carbondale
UBS Wealth Management Americas August 2015 - Present
UBS August 2014 - August 2015
Bates College May 2013 - May 2014
McLagan July 2013 - August 2013
McLagan May 2012 - August 2012
McLagan May 2011 - August 2011
Skills
Microsoft Office, Research, Data Analysis, Leadership
Education
Bates College 2010 — 2014
Bachelor of Arts (BA), Mathematics and Psychology
Greenwich High School 2006 — 2010
High School Diploma
UBS Wealth Management Americas June 2015 - Present
UBS Wealth Management Americas May 2005 - Present
Northbranch Records, LLC dba/ Professional Wind Instrument Consultants January 2001 - Present
UBS Wealth Management Americas January 2009 - May 2015
UBS Wealth Management Americas April 2012 - November 2013
UBS Wealth Management February 2007 - December 2008
UBS Wealth Management May 2005 - January 2007
New York Life Investment Management 1994 - 2005
Skills
Portfolio Management, Investment Research, Variable Annuities, Sustainability, Charities, Philanthropy, Impact Investing, Retirement Plan..., Business Strategy, New Business Development, Entrepreneurship, Performing Arts, Music Industry, Musicians, Music Production, Musical Instruments, Studio Recording, Live Recording, Record Labels, Alternative Investments, Tactical Asset..., Global Tactical Asset..., Asset Allocation, Institutional..., Multi-family Investments, Research, Market Research, Investments, Strategy, Mutual Funds, Wealth Management, Management
Education
Northwestern University 1986 — 1990
BM, Music
J.P. Morgan May 2015 - Present
Neal, Gerber & Eisenberg LLP November 2012 - May 2015
Schuyler, Roche & Crisham, PC November 2010 - November 2012
UBS Wealth Management Americas November 2000 - July 2010
Neal, Gerber & Eisenberg LLP April 1987 - November 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 1986 - April 1987
United States Court of Appeals for the Seventh Circuit August 1982 - August 1983
Skills
Securities Regulation, SEC, FINRA, Investment Advisor..., Broker-Dealer Compliance, Regulatory Compliance, Compliance Management, Financial Regulation, Corporate Governance, Securities, Internal Investigations, Securities Litigation, Commodities Litigation, Civil Litigation, Arbitration, Appeals, Commercial Litigation, Courts, Corporate Law, Mediation, Legal Compliance, Employment Law, Class Actions, Trade Secrets, Litigation
Education
University of Notre Dame
BA
Valparaiso University School of Law
JD
Hotchkiss
Human Resources Fordham University January 2013 - Present
UBS Wealth Management Americas June 2015 - August 2015
Beekman International LLC 2013 - 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Management, Teamwork, Human Resources, Employee Benefits, Time Management, Fundraising
Education
Fordham University 2012 — 2016
Bachelor's Degree, International Political Economy
Saint Vincent Ferrer H.S. 2009 — 2012
Brown Forman September 2012 - Present
Brown-Forman January 2011 - August 2012
UBS Wealth Management Americas June 2010 - August 2010
Monsanto Company May 2010 - August 2010
Education
Alcorn State University 2006 — 2010
Bachelors, Business Administration – Marketing Management – Cum Laude
UBS Wealth Management August 2014 - Present
UBS Wealth Management Americas June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Investments
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Graduated with Distinction
UBS Wealth Management Americas September 2015 - Present
Cognizant Technology Solutions April 2012 - Present
Skills
Systems Engineering, Desktop Support, System Administration, Desktop Administration, Desktop Systems, LogMeIn, Remote Support, On-site Support, Hardware Engineers, Windows Server 2008, Windows Server 2003, Windows 7, Windows XP Professional, Microsoft Office 2010, Raiser's Edge, Microsoft Office 2003, Microsoft Office 2007, Symantec Endpoint..., Arcserve, Mail Server, Computer Hardware, Large Scale Deployments, Program Management, Project Coordination, Project Execution, Project Implementation, Office 2010, Technical Support, XP, Project Management, Help Desk Support, Windows Server, Remote Desktop, Requirements Analysis, Operating Systems, Software Project..., Hardware, Testing, Management, Infrastructure, Enterprise Software, HP, Troubleshooting, SQL, CRM, Process Improvement, Vendor Management, Information Technology, SDLC, Visio
Education
Delhi University 1989 — 1992
BA
Sawan Public School 1982 — 1989
10+2
Bhavan's Sawan Public School 1982 — 1989
High School
Central Dynamics (Cendyn) August 2007 - Present
HANDIWORK DESIGN LLC. October 2010 - Present
Ripley's Entertainment October 2014 - April 2015
Full Sail University May 2011 - October 2014
UBS Wealth Management Americas October 2010 - February 2011
Design College Australia January 2008 - July 2008
Temple-Inland October 2006 - August 2007
Brevard Community College October 2006 - December 2006
Fry/Hammond/Barr October 2006 - October 2006
Disney Design Group August 2006 - October 2006
Skills
Flash, Graphic Design, Adobe Creative Suite, Web Design, InDesign, Email Marketing, HTML, CSS
Education
University of Central Florida 2004 — 2006
Bachelors of Fine Art, Graphic Design
UBS Wealth Management Americas March 2014 - Present
Skills
Series 7, FINRA, Microsoft Office, Microsoft Excel, Economics, Public Speaking, Research, Macroeconomics, Microeconomics, Market Research, Financial Analysis, Federal Reserve, Team Building, Teamwork, Investments, Investment Research, Eviews, Bloomberg Terminal, Bloomberg, Financial Markets, SPSS, Statistics, Stata, Economic Development, Econometrics, Economic Research, ETFs, Analytical Skills, Financial Market...
Education
Rutgers Business School
Bachelor of Arts (BA), Economics, 3.7/4.0
NYU Stern School of Business August 2015 - Present
UBS Wealth Management Americas May 2013 - Present
UBS Americas February 2011 - August 2013
UBS Wealth Management Americas February 2011 - May 2013
UBS Wealth Management Americas July 2009 - February 2011
Colby College February 2008 - May 2009
UBS Wealth Management Americas June 2008 - August 2008
Greenwich Water Club July 2005 - August 2007
Skills
Business Writing, Strategic Analysis, Data Analysis, Project Coordination, Business Management, Executive Communications, Junior Talent Management, Cross-functional Team..., Management, Analysis, Program Management, Leadership, Financial Analysis, CRM, Finance, Process Improvement, Strategy, Risk Management, Financial Services, Asset Management, Public Speaking
Education
Colby College 2005 — 2009
B.A., History, Classical Civilization
Greenwich High School 2001 — 2005
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
UBS Wealth Management Americas September 2014 - Present
Fox News Channel June 2013 - May 2014
Morgan Stanley June 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, Sales, Management, Social Media, Microsoft Word, Marketing, Microsoft Office, Marketing Communications, Marketing Strategy, Business Development, Competitive Analysis, Negotiation, Facebook, Social Media Marketing, Social Networking, Time Management, Event Planning, Advertising, Series 7
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Marketing
Copenhagen Business School
International Business
The Wharton School June 2014 - Present
Parthenon-EY June 2015 - August 2015
UBS Wealth Management Americas January 2011 - June 2014
UBS Wealth Management Americas July 2008 - December 2010
Skills
Equities, Bloomberg, Valuation, Investments, Series 7, Financial Modeling, Wealth Management, Bloomberg Terminal, Capital Markets, Financial Analysis, Portfolio Management, Asset Managment, Economics, Alternative Investments, Corporate Finance, Microsoft Excel, Asset Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 2004 — 2008
Bachelor of Arts, Economics and Development
Vulcan Capital July 2015 - August 2015
UBS Wealth Management Americas April 2015 - July 2015
Vulcan Capital June 2014 - August 2014
Flinn Ferguson Corporate Real Estate June 2013 - August 2013
Martin Selig Real Estate May 2011 - August 2012
Skills
Microsoft Office, Public Speaking, PowerPoint, Teamwork, Social Media, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Service, Research, Photoshop, C++, English, Bloomberg, Cold Calling
Education
American University 2013 — 2017
Bachelor of Applied Science (BASc), Finance, General
Seattle Preparatory School 2009 — 2013
IMS Health April 2015 - Present
Cegedim November 2014 - March 2015
Cegedim February 2013 - March 2015
The Human API January 2013 - March 2015
UBS Wealth Management January 2012 - January 2013
UBS Wealth Management Americas October 2007 - January 2012
Barclays January 2005 - September 2007
Fusion Records Nashville January 2004 - December 2005
License Monitor, Inc. July 2002 - December 2004
Prudential Securities, Inc December 1997 - July 2002
Education
University of Phoenix 2012 — 2016
Doctor of Management, Organizational Leadership
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Techology Management
City University of New York-Queens College 1992 — 1996
Bachelor of Science (B.S.), Management Information Systems, General
President's College 1986 — 1991
HS Degree, Science and Technology
Acuity Brands November 2013 - Present
Xerox March 2013 - October 2013
DeVaughn CT Appliance Repair February 2012 - February 2013
UBS Investment Bank July 2011 - January 2012
UBS Wealth Management Americas January 2007 - July 2011
University of Medicine and Dentistry of New Jersey October 2000 - December 2007
Skills
PeopleSoft, Microsoft Office, Invoicing, Microsoft Excel, Microsoft Word, Equities, Outlook, Business Analysis, Banking, Financial Analysis, Excel, PowerPoint, ADP Payroll, Oracle, Management, Customer Service, Finance, Risk Management, Leadership, IDX, AS400 system, Kana, MS Outlook, MS Office, Strong Business Acumen, Process..., Project Management, Financial Management...
Education
American InterContinental Uni 2013 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, 3.05
American InterContinental University 2005 — 2006
Bachelor of Business Administration, Human Resource Management, 3.88
Reed Business Information December 2014 - Present
Ashley the Alto May 1992 - Present
NASDAQ OMX April 2011 - May 2014
Maloney & Fox March 2010 - October 2010
UBS, Wealth Management Americas September 2009 - March 2010
Welch Allyn October 2007 - May 2009
Bankers Life and Casualty January 2007 - September 2007
Coburn Design 2006 - 2007
Skills
Marketing Communications, Corporate Communications, Public Relations, Advertising, Marketing, Sales, Product Marketing, Marketing Strategy, Digital Marketing, Social Media Marketing, Account Management, Management, Direct Marketing, Public Speaking, Brand Development, Social Media, Internal Communications, Internal & External..., Brand Performance, Integrated Marketing, Press Releases, Project Management, Writing, B2B, Direct Mail, Vocals, Music Performance
Education
St. John Fisher College 2001 — 2005
Bachelor of Arts, Communications/Journalism, Public Relations
Invoice2go March 2015 - Present
Nest July 2014 - February 2015
Dropcam September 2013 - July 2014
UBS Wealth Management Americas June 2012 - August 2012
Skills
Competitive Analysis, Marketing Strategy, Strategy, Social Media Marketing, Brand Development, Public Relations, Market Research, Start-ups, Business Development, Financial Analysis, Marketing Research, Marketing, Customer Retention, Brand Management, Analytics, Online Marketing, SEO, Subscriptions
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
JPMorgan Chase October 2011 - Present
UBS Wealth Management Americas December 2006 - February 2011
Prudential Financial January 2003 - December 2006
Prudential Securities January 1985 - December 2003
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Statistics
UBS January 2014 - Present
UBS Wealth Management Americas June 2009 - December 2013
Wells Fargo Advisors, LLC June 2005 - June 2009
HillCo Partners January 2005 - May 2005
Texas Department of Agriculture January 2004 - December 2004
Education
The University of Texas at Austin 2001 — 2005
BBA, Finance
College for Financial Planning
Asset Management
UBS Wealth Management March 2015 - Present
UBS Wealth Management Americas March 2013 - February 2015
UBS Wealth Management Americas February 2012 - March 2013
UBS Wealth Management Americas May 2011 - February 2012
UBS Wealth Management Americas July 2009 - April 2011
Lockheed Martin May 2008 - August 2008
Skills
Wealth Management, Business Analysis, Requirements Analysis, Asset Allocation, PowerPoint, Visio, Product Development, Product Management, Requirements Writing, Excel, Word, Investment Planning
Education
Penn State University 2005 — 2009
BS, Computer Science
Cognizant July 2015 - Present
UBS January 2015 - Present
Cognizant May 2011 - June 2015
UBS Wealth Management Americas November 2011 - December 2014
UBS Wealth Management & Swiss Banking, Switzerland May 2010 - July 2011
Cognizant April 2007 - April 2011
Cognizant April 2005 - March 2007
Cognizant June 2004 - March 2005
Cognizant December 2003 - May 2004
NTTF Electronics Center Bangalore May 2003 - May 2003
Skills
SOA, Agile Methodologies, Java, Solution Architecture, Oracle, Business Analysis, Software Development, Equities, Trading Systems, Capital Markets, Web Services, Software Design, Fixed Income, Integration, Enterprise Architecture, Consulting, ESB, Exchange Connectivity, FIX Protocol, OOAD, Project Management, UML, Requirements Management, Webservices, OSGi, Business Rules, Wealth Management, Direct Market Access, Electronic Record..., Natural Language..., Payment Systems (UK FPS), Cash Management (EU...
Education
Georgia Institute of Technology 2015 — 2016
Master of Science (MS), Computer Science
New Jersey Institute of Technology 2014 — 2015
Master's Certificate, Computer Science - Big Data Management & Data Mining
VSS University of Technology, Burla (Formerly Govt. UCE, Burla) 1999 — 2003
Engineer's degree, Computer Science & Engineering, Mathematics, GPA - 3.9/4
S.C.S Autonomous College, Puri 1996 — 1998
Associate of Science (AS), Physics, Chemistry, Mathematics, Electronics, English, Oriya, (A) College Rank 4
Patitapaban High School, Puri
Schooling, Science, Maths, English, Oriya, Sanskrit, Hindi, Geo, Hist, Civics, Econ, Sports, (A) School Rank 1
UBS Wealth Management Americas August 2015 - Present
UBS AG August 2007 - Present
ABN AMRO Bank (Switzerland) September 2002 - August 2007
PriceWaterhouseCoopers Switzerland October 2000 - August 2002
Deloitte Luxembourg 1997 - 2000
Skills
Anti Money Laundering, Anti-corruption, Risk Assessment, Tax Evasion, Financial Crime, Market Abuse, Bribery, Fraud, AML, Auditing, KYC, Internal Controls, Due Diligence, Financial Risk, Operational Risk, Project Portfolio..., Operational Risk..., Governance, Risk Management
Education
1992 — 1997
Centre Universitaire de Luxembourg - (IRE)
Ichec Brussels Management School
Ichec Brussels Management School
Institut Saint Louis, Bruxelles
UBS Wealth Management Americas May 2011 - Present
Web Forged Software July 1997 - May 2011
Sun Microsystems November 1996 - July 1997
Merrill Lynch July 1993 - November 1996
Bear Stearns 1991 - 1995
AT&T June 1985 - June 1990
Skills
Requirements Analysis, Oracle, Enterprise Architecture, IT Strategy, Programming, Trading Systems, C, Financial Services, Cloud Computing, Integration, SOA, Equities, Unix, Program Management, Fixed Income, Java, Linux, Software Development, SDLC, TCP/IP, Business Analysis, XML, SQL, Unix Operating Systems, C++ Language, Business Intelligence, Electronic Trading, Software Project..., Solution Architecture, Solaris, Distributed Systems, Data Warehousing, Architectures, Data Modeling, Architecture
Education
Kean University 1981 — 1985
BS, Mathematics, Computer Science
GSB Group LLC August 2012 - Present
Bridgewater Associates January 2012 - June 2012
UBS Wealth Management Americas June 1996 - January 2012
Chase Manhattan Bank March 1995 - June 1996
CS First Boston March 1993 - March 1995
Morgan Stanley 1981 - March 1993
Consultant 1978 - 1981
Salomon Brothers 1977 - 1978
EDS Group 1974 - 1977
Skills
Fixed Income, Management, Hedge Funds, Order Management, Equities, Information Technology, Trading Systems, Investment Banking, Capital Markets, Executive Management, IT Strategy, Program Management, Prime Brokerage, Derivatives, Financial Services, Risk Management, Back Office, Money Market, Relationship Management, Software Project..., Vendor Management, Wealth Management
Education
Hofstra University 1971 — 1974
Bachelor's of Science, Computer Science
UBS Wealth Management Americas August 2013 - Present
ING US October 2011 - June 2013
Wells Fargo Advisors March 2004 - October 2011
Merrill Lynch 1998 - 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Mergers & Acquisitions, Mutual Funds, Wealth Management, Capital Markets, Financial Services, Finance, Risk Management, Fixed Income, Analysis, Equities, Process Improvement, Business Strategy, Leadership, Strategy, Business Development, Management, Investments, Strategic Planning, Accounting, Asset Management, Corporate Finance, Financial Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St. John's University
Advanced Professional Certification, Accounting
TIAA-CREF November 2013 - Present
UBS Wealth Management Americas May 2011 - March 2012
ING Investment Management April 2009 - May 2011
ING Retail Annuities December 2007 - January 2009
ING Retirement Services April 2004 - November 2008
ING Financial Horizons February 2002 - April 2004
ING Funds October 2000 - February 2002
Fidelity Investments October 1998 - October 2000
Fidelity Investments September 1996 - October 1998
New York Life Benefit Services Company January 1995 - September 1996
Skills
Corporate Communications, Internal Communications, Copywriting, Marketing Strategy, Email Marketing, Direct Marketing, B2B, Web Content, Messaging, Public Relations, Customer Relations, Web 2.0, Journalism, Interactive Marketing, User Experience, Print Production, Marketing Communications, Strategic Communications, Editing, Digital Marketing, Newsletters, Brand Development, Writing, Social Networking, Media Relations, Social Media Marketing, Event Management, Integrated Marketing, Online Marketing, Public Speaking, Content Management, Team Leadership, Crisis Management, Promotions, Coaching, Mentoring, Event Planning, Crisis Communications, Social Media, Communications Planning, Intranet, Creative Development, Employee Engagement, Communications Strategy, Blogging, Content Development, Press Releases, Speech Writing, Executive Communications, Digital Strategy
Education
Improv Boston 2015 — 2015
Standup Comedy
Seton Hall University 2010 — 2015
Master of Arts/EdS, Counseling
Manhattan Comedy School 2010 — 2012
Standup Comedy, Winter 2012, Summer 2010; Storytelling, Summer 2011
Boston University 1987 — 1989
Master of Science, Public Relations
Western Carolina University 1980 — 1984
Bachelor of Science, Business Administration, Marketing major
JP Morgan Securities September 2011 - Present
UBS Wealth Management Americas September 1990 - June 2011
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance and International Business
Tulane University - A.B. Freeman School of Business 1983 — 1987
Bachelor of Science in Management, Finance
Credit Suisse January 2014 - Present
J.P. Morgan Private Bank April 2010 - December 2013
Credit Suisse Private Banking USA April 2008 - April 2010
UBS Wealth Management Americas November 2006 - March 2008
Advent Software June 2004 - November 2006
Skills
Performance Measurement, Performance Attribution, Financial Accounting, Fund Accounting, Business Intelligence, Business Analysis, Experienced Business..., Business Requirements, Functional Requirements, Microsoft Excel, VBA, Business Process..., Project Management, Business Objects, Data Modeling, Temenos Wealth Manager, Advent AXYS, BISAM B-One, Advent RepLang, Fixed Income
Education
Fordham University 2000 — 2004
B.S., Finance and Economics
Empire Merchants June 2013 - Present
Whole Foods Market September 2010 - June 2013
UBS Wealth Management Americas September 2008 - August 2010
Skills
Quality Center, User Acceptance Testing, Quality Assurance, Test Cases, Test Planning, Test Management, System Testing, Software Quality..., Regression Testing
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2008
Bachelor's degree, Communication and Media Studies
Goldman Sachs June 2013 - Present
Goldman Sachs April 2010 - June 2013
UBS Wealth Management Americas July 2007 - April 2010
Raytheon Integrated Air Defense Center May 2004 - May 2006
W.R. GRACE May 2002 - August 2002
Skills
Java, Software Engineering, Clojure, JavaScript, jQuery, Ruby, Software Development
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS, Computer Science
UBS Wealth Management Americas March 2010 - Present
UBS Financial Services, Inc. June 2008 - March 2010
UBS Financial Services, Inc. June 2006 - June 2008
Prudential Annuities 2004 - 2006
Prudential Investments 2002 - 2004
Prudential Securities & Investments 1993 - 2002
Self-employed 1992 - 1993
Soap Opera Update Magazine 1991 - 1992
Skills
Graphic Design, Financial Services, Creative Strategy, Marketing Communications, Creative Work, Direct Mail, Marketing Strategy, Advertising, Adobe Acrobat, Marketing, Layout, Art Direction, Newsletters, Brochures, Strategy, Email Marketing, Direct Marketing, Marketing Management, Branding & Identity, Corporate Branding, Brand Development, Creative Direction, Management, Collateral, Integrated Marketing, Graphics, Web Design, Adobe Creative Suite, Corporate Identity, InDesign, Corporate Communications, Digital Marketing, Website Development, Online Marketing, Content Management, Social Media Marketing, User Experience
Education
Muskingum College 1971 — 1975
BA, Fine Arts, English
Parsons School of Design
· The New School
UBS Wealth Management Americas 2013 - Present
UBS Wealth Management Americas February 2008 - 2012
UBS Wealth Management Americas February 2005 - February 2008
UBS Wealth Management Americas December 2002 - July 2005
Dendrite International now Cegedim April 1999 - December 2002
Skills
Business Analysis, SDLC, Risk Management, Software Project..., Leadership, Vendor Management, Requirements Gathering, Management, IT Strategy, Financial Services, Enterprise Architecture, Requirements Analysis, Investments, Fixed Income, Equities, IT Management, Wealth Management, Unified Managed Accounts, Separately Managed..., Managed Accounts, Capital Markets, Portfolio Management, Trading Systems, Performance Reporting
Education
Fairleigh Dickinson University 1998 — 1999
Masters, Computer Science
Shah and Anchor Kutchi Engineering College 1992 — 1996
B.E, Electronics
BlackRock June 2014 - Present
UBS Wealth Management Americas August 2012 - June 2014
Lincoln Financial Group September 2007 - August 2012
Merrill Lynch 2000 - 2007
Self-Employed 1991 - 2000
Skills
Marketing, Marketing Strategy, Segmentation, Market Research, Integrated Marketing, Customer Insight, Customer Experience, Marketing Analytics, Financial Services, Wealth Management, Strategic Planning, Analytics, Strategy, Marketing Communications, Leadership, Product Marketing, Direct Marketing, Public Relations, Strategic Communications, Retirement, Brand Development, Management, Competitive Analysis, Business Strategy, Advertising
Education
Securities Industry Institute @ Wharton 2011 — 2013
New York University 1986 — 1991
MFA, Film Production
Yale University 1982 — 1986
BA, Philosophy
K&L Gates 2014 - Present
UBS Wealth Management Americas August 2010 - July 2013
Skadden Arps September 2009 - July 2010
Merrill Lynch 1997 - 2009
Kirkpatrick Lockhart 1985 - 1997
Kirkpatrick & Lockhart 1981 - 1985
Securities and Exchange Commission 1979 - 1981
Skills
Securities, FINRA, Securities Litigation, Securities Regulation, AML, Corporate Governance, Financial Regulation, Capital Markets, Hedge Funds, Series 7, Broker-Dealer, Equities, Financial Services, Operational Risk, Financial Markets, Financial Risk, Fixed Income, Asset Management, Operational Risk..., Risk Management, Mutual Funds, Private Equity, Due Diligence, KYC, Structured Finance, Structured Products, Alternative Investments, Wealth Management, Dodd-Frank, Investment Advisory, Prime Brokerage, Derivatives
Education
University of Virginia School of Law 1974 — 1977
JD
Cornell University 1970 — 1974
BA WIth Distinction in All Subjects
UBS Wealth Management Americas April 2013 - Present
Keefe, Bruyette & Woods July 2006 - March 2013
dljdirect April 1998 - July 2006
Skills
Series 24, Series 7, Series 63, Risk Assessment, FINRA, AML, USA PATRIOT Act, Equities, Fixed Income, Securities, Investment Banking
Education
University of Hartford
Ohio National Financial Services August 2012 - Present
Merrill Lynch April 2010 - June 2012
MS December 2007 - April 2010
UBS Wealth Management Americas 2000 - 2007
UBS Wealth Management 2000 - 2007
Skills
Fixed Annuities, Sales Management, Wealth Management, Mutual Funds, Series 7, Alternative Investments, Investments, Insurance, Fixed Income, Securities, Financial Advisory, Asset Allocation, Series 24, Equities, Series 63, Retirement Planning
Education
City University of New York-Hunter College 1976 — 1978
BA, English
Citi September 2011 - Present
UBS Wealth Management Americas October 2009 - September 2011
UBS Financial Services Inc. July 2004 - October 2009
Prudential Retirement January 2000 - January 2004
Prudential Financial June 1997 - January 2000
Citi June 1989 - June 1997
Skills
Anti-Money Laundering, Financial services..., Compliance policy, Financial Services, AML, Series 7, Series 63, Policy, Mutual Funds, Strategy, Securities, Investments, Training, Wealth Management, Management, FINRA, Hedge Funds, Insurance, Risk Management
Education
University of Pennsylvania
B.A, American Civilization
Yale Law School
Juris Doctor
J. P. Morgan Securities LLC May 2015 - Present
JPMorgan Chase August 2013 - Present
Wells Fargo Advisors March 2012 - July 2013
UBS Wealth Management Americas 2010 - 2011
UBS Wealth Management 1994 - 2011
UBS Wealth Management Americas 2006 - 2010
UBS Wealth Management Americas 1999 - 2007
UBS Wealth Management Americas 2002 - 2006
UBS Wealth Management Americas 1994 - 2002
Seward & Kissel LLP 1986 - 1994
Education
Fordham University
Bachelor of Arts, Political Science
University of North Carolina School of Law
JD, Law
Barclays Investment Bank February 2014 - Present
Barclays Investment Bank August 2012 - February 2014
UBS Wealth Management Americas December 2010 - July 2012
UBS Wealth Management Americas January 2007 - November 2010
Skills
Program Management, Project Management, Customer Service, Financial Services, Investments, Investment Properties, Business Strategy, Business Analysis, Banking, Wealth Management, Portfolio Management, Mergers & Acquisitions, Asset Managment, Capital Markets, Strategic Planning, Fixed Income, Series 7, Equities, Financial Analysis, Risk Management, Public Speaking, Asset Management
Education
University of Delaware 2002 — 2006
Bergen Catholic 1998 — 2002
Consultant for Pro Unlimited at Goldman Sachs October 2007 - July 2010
UBS Wealth Management Americas 1999 - 2007
Skills
Wealth Management, User Acceptance Testing, Risk Management, Quality Center, Test Director, Trading Systems
Education
Essex County College 2011 — 2013
Associate Degree in Applied Science, Physical Therapy
Rutland Historical Society 2010 - 2013
Rutland Historical Society 2008 - 2010
UBS Wealth Management 1999 - 2006
UBS Wealth Management Americas 1999 - 2006
AIG September 1996 - September 1999
IBM November 1982 - August 1993
Skills
Data Architecture, Data Warehousing, IT Strategy, Data Modeling, Database Administration, Business Analysis, Risk Management, Asset Management, Databases
Education
University of Michigan 1961 — 1965
BA, Math for Secondary Ed
Mercer July 2015 - Present
Time Warner Cable Business Class September 2013 - July 2015
UBS Wealth Management Americas June 2012 - September 2012
Lake Naomi Club January 2008 - January 2012
Volunteer Lawyers For Justice August 2011 - September 2011
Clary Anderson Arena January 2006 - January 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Windows, English, Access, Data Analysis
Education
Northwestern University 2009 — 2013
Bachelor's degree, Economics, Senior
Montclair High School 2006 — 2009