UBS Wealth Management Americas

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UBS Wealth Management Americas Employees

Employee
Years
Job
Industry
Rich Steinmeier Rich Steinmeier Greater New York City Area Details
Rich Steinmeier's UBS Wealth Management Americas Experience August 2012 - Present
Job Managing Director, Head of Emerging Affluent and the Wealth Advice Center at UBS Wealth Management
Industry Financial Services
Experience
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

Ignacio Bravo Varela Ignacio Bravo Varela Greater New York City Area Details
Ignacio Bravo Varela's UBS Wealth Management Americas Experience January 2014 - June 2014
Job Analyst at Scotiabank Global Banking and Markets
Industry Banking
Experience
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

Carol Lynne Brown Carol Lynne Brown Greater New York City Area Details
Carol Lynne Brown's UBS Wealth Management Americas Experience 2009 - Present
Job Chief of Staff, Human Resources at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Paula Polito Paula Polito United States Details
Paula Polito's UBS Wealth Management Americas Experience 2012 - Present
Job Client Strategy Officer and Group Managing Director at UBS Wealth Management Americas
Industry
Experience
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

John Geist, CIMA John Geist, CIMA Lincoln, Nebraska Area Details
John Geist, CIMA's UBS Wealth Management Americas Experience 2009 - Present
Job Sr. Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Anna Taranova Anna Taranova Greater New York City Area Details
Anna Taranova's UBS Wealth Management Americas Experience June 2014 - August 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Carlos Capacete Carlos Capacete Puerto Rico area Details
Carlos Capacete's UBS Wealth Management Americas Experience July 2007 - August 2014
Job Principal Kovack Securities, Inc
Industry Financial Services
Experience
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

Sandy Yeung Sandy Yeung Greater New York City Area Details
Sandy Yeung's UBS Wealth Management Americas Experience September 2013 - Present
Job Director at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Mariana Rego Mariana Rego Miami, Florida Details
Mariana Rego's UBS Wealth Management Americas Experience May 2009 - February 2011
Job CoFounder, Design Thinking | Miami
Industry Professional Training & Coaching
Experience
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

Jereme Conti Jereme Conti Greater New York City Area Details
Jereme Conti's UBS Wealth Management Americas Experience April 2007 - Present
Job Executive Director, Investment Advisory and Wealth Planning Technology at UBS Wealth Management Americas
Industry Information Technology and Services
Experience
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

MaryDoreen DiGiacomo MaryDoreen DiGiacomo Greater New York City Area Details
MaryDoreen DiGiacomo's UBS Wealth Management Americas Experience July 1998 - Present
Job Senior Financial Services Executive: (IT, Logistics, Divisional Administration, Program Management)
Industry Financial Services
Experience
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

Stewart Bowling Stewart Bowling New York, New York Details
Stewart Bowling's UBS Wealth Management Americas Experience 2010 - 2012
Job Marketing Communications Writer at Merrill Lynch
Industry Financial Services
Experience
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

Scott Frazier Scott Frazier Nashville, Tennessee Details
Scott Frazier's UBS Wealth Management Americas Experience April 2015 - Present
Job Associate Director IT at UBS Wealth Management Americas
Industry Information Technology and Services
Experience
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

Caroline Richards Caroline Richards Greater New York City Area Details
Caroline Richards's UBS Wealth Management Americas Experience August 2015 - Present
Job Analyst at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Mark Sloss Mark Sloss Greater New York City Area Details
Mark Sloss's UBS Wealth Management Americas Experience June 2015 - Present
Job Head of Investment Management Models & Portfolios at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Mark Carberry Mark Carberry Chicago, Illinois Details
Mark Carberry's UBS Wealth Management Americas Experience November 2000 - July 2010
Job Executive Director, J.P. Morgan, Compliance
Industry Financial Services
Experience
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

Jennifer Venegas Jennifer Venegas Astoria, New York Details
Jennifer Venegas's UBS Wealth Management Americas Experience June 2015 - August 2015
Job Summer Analyst at UBS
Industry Financial Services
Experience
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

Donovan Booth Donovan Booth Washington, District Of Columbia Details
Donovan Booth's UBS Wealth Management Americas Experience June 2010 - August 2010
Job Market Manager at Brown Forman
Industry Wine and Spirits
Experience
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

Bryan Cryder Bryan Cryder New York, New York Details
Bryan Cryder's UBS Wealth Management Americas Experience June 2013 - August 2013
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
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

Deepak Kumar Suri Deepak Kumar Suri Greater New York City Area Details
Deepak Kumar Suri's UBS Wealth Management Americas Experience September 2015 - Present
Job Program Manager – Sr. IT Project Manager at UBS Wealth Management Americas
Industry Information Technology and Services
Experience
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

Joshua Surprenant Joshua Surprenant Cape Canaveral, Florida Details
Joshua Surprenant's UBS Wealth Management Americas Experience October 2010 - February 2011
Job Personal Graphic Design Business / HANDIWORK DESIGN LLC.
Industry Graphic Design
Experience
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

Adeel Ganju Adeel Ganju Greater New York City Area Details
Adeel Ganju's UBS Wealth Management Americas Experience March 2014 - Present
Job Banking Solutions at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Alexander Richards Alexander Richards Greater New York City Area Details
Alexander Richards's UBS Wealth Management Americas Experience May 2013 - Present
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
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

John Rice Jr. John Rice Jr. University Park, Pennsylvania Details
John Rice Jr.'s UBS Wealth Management Americas Experience September 2014 - Present
Job Banking Solutions at UBS
Industry Marketing and Advertising
Experience
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

Joseph Kenol Joseph Kenol Philadelphia, Pennsylvania Details
Joseph Kenol's UBS Wealth Management Americas Experience January 2011 - June 2014
Job MBA Candidate and Joseph Wharton Fellow
Industry Financial Services
Experience
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

Cole Flinn Cole Flinn Seattle, Washington Details
Cole Flinn's UBS Wealth Management Americas Experience April 2015 - July 2015
Job Analyst at Vulcan Capital
Industry Financial Services
Experience
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

Richie Etwaru Richie Etwaru Greater New York City Area Details
Richie Etwaru's UBS Wealth Management Americas Experience October 2007 - January 2012
Job Chief Digital Officer, Author, Keynote Speaker
Industry Information Technology and Services
Experience
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

Rasheedah Grant, MBA Rasheedah Grant, MBA Edison, New Jersey Details
Rasheedah Grant, MBA's UBS Wealth Management Americas Experience January 2007 - July 2011
Job Project Management at Acuity Brands
Industry Logistics and Supply Chain
Experience
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

Ashley Hoey Ashley Hoey Greater New York City Area Details
Ashley Hoey's UBS Wealth Management Americas Experience September 2009 - March 2010
Job Brand, Marketing, Communications, Vocals
Industry Marketing and Advertising
Experience
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

Emily Boschwitz Emily Boschwitz Palo Alto, California Details
Emily Boschwitz's UBS Wealth Management Americas Experience June 2012 - August 2012
Job User Acquisition Manager at Invoice2go
Industry Marketing and Advertising
Experience
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

Stuart Feld Stuart Feld New York, New York Details
Stuart Feld's UBS Wealth Management Americas Experience December 2006 - February 2011
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
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

Dustin Elliott, AAMS® Dustin Elliott, AAMS® Austin, Texas Area Details
Dustin Elliott, AAMS®'s UBS Wealth Management Americas Experience June 2009 - December 2013
Job Vice President Wealth Management / UBS
Industry Financial Services
Experience
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

Jessica Goldstein Jessica Goldstein Greater New York City Area Details
Jessica Goldstein's UBS Wealth Management Americas Experience March 2013 - February 2015
Job Director, Product Manager at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Bijaya Kumar Pradhan Bijaya Kumar Pradhan New York, New York Details
Bijaya Kumar Pradhan's UBS Wealth Management Americas Experience November 2011 - December 2014
Job Sr. Software Architect & Consulting Director Market Executions & Trading Technology at UBS
Industry Information Technology and Services
Experience
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

Olivier MAES Olivier MAES Weehawken, New Jersey Details
Olivier MAES's UBS Wealth Management Americas Experience August 2015 - Present
Job Head Financial Crime Audit
Industry Banking
Experience
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

Charles Ballance Charles Ballance Clinton, New Jersey Details
Charles Ballance's UBS Wealth Management Americas Experience May 2011 - Present
Job Director at UBS Wealth Management Americas
Industry Information Technology and Services
Experience
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

Gary Blumenthal Gary Blumenthal Commack, New York Details
Gary Blumenthal's UBS Wealth Management Americas Experience June 1996 - January 2012
Job Management Consultant
Industry Financial Services
Experience
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

Paul Dully Paul Dully Greater New York City Area Details
Paul Dully's UBS Wealth Management Americas Experience August 2013 - Present
Job Executive Director Finance at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Dreama Briley Dreama Briley Greater Boston Area Details
Dreama Briley's UBS Wealth Management Americas Experience May 2011 - March 2012
Job Director, Creative Services at TIAACREF
Industry Financial Services
Experience
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

Dan Ryan Dan Ryan Greater New York City Area Details
Dan Ryan's UBS Wealth Management Americas Experience September 1990 - June 2011
Job Head of Business Development / National Sales at JP Morgan Securities
Industry Financial Services
Experience
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

Anthony Vernace Anthony Vernace Greater New York City Area Details
Anthony Vernace's UBS Wealth Management Americas Experience November 2006 - March 2008
Job Credit Suisse Private Banking
Industry Financial Services
Experience
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

Brett Wormser Brett Wormser Greater New York City Area Details
Brett Wormser's UBS Wealth Management Americas Experience September 2008 - August 2010
Job Sales Representative Vintage Division at Empire Merchants
Industry Wine and Spirits
Experience
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

Ara Jeknavorian Ara Jeknavorian Greater New York City Area Details
Ara Jeknavorian's UBS Wealth Management Americas Experience July 2007 - April 2010
Job Vice President in Equities Technology for Goldman Sachs
Industry Financial Services
Experience
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

Claudia Coebler Claudia Coebler Greater New York City Area Details
Claudia Coebler's UBS Wealth Management Americas Experience March 2010 - Present
Job Senior Designer, Director at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Kimanshu Shah Kimanshu Shah Greater New York City Area Details
Kimanshu Shah's UBS Wealth Management Americas Experience 2013 - Present
Job Group Manager, Director Advisory Investment Solutions Technology at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Emily Pachuta Emily Pachuta Greater New York City Area Details
Emily Pachuta's UBS Wealth Management Americas Experience August 2012 - June 2014
Job Managing Director at BlackRock
Industry Financial Services
Experience
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

Jonathan Eisenberg Jonathan Eisenberg Washington D.C. Metro Area Details
Jonathan Eisenberg's UBS Wealth Management Americas Experience August 2010 - July 2013
Job Partner, K&L Gates LLP
Industry Legal Services
Experience
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

Craig Gingold Craig Gingold Greater New York City Area Details
Craig Gingold's UBS Wealth Management Americas Experience April 2013 - Present
Job Director BSA/AML Officer at UBS
Industry Financial Services
Experience
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

John Mulhall John Mulhall Greater New York City Area Details
John Mulhall's UBS Wealth Management Americas Experience 2000 - 2007
Job Retirement Income Certified Professional (RICP) CLU, ChFC, CASL,
Industry Financial Services
Experience
Ohio National Financial Services  August 2012 - Present
Merrill Lynch  April 2010 - June 2012
MS  December 2007 - April 2010
UBS Wealth Management Americas   2000 - 2007
UBS Wealth Management  2000 - 2007

Skills
Fixed Annuities, Sales Management, Wealth Management, Mutual Funds, Series 7, Alternative Investments, Investments, Insurance, Fixed Income, Securities, Financial Advisory, Asset Allocation, Series 24, Equities, Series 63, Retirement Planning

Education
City University of New York-Hunter College   1976 — 1978
BA, English

Linda Walker Linda Walker Greater New York City Area Details
Linda Walker's UBS Wealth Management Americas Experience October 2009 - September 2011
Job Global Head AML Training at Citi
Industry Financial Services
Experience
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

Tracy Calder Tracy Calder New York, New York Details
Tracy Calder's UBS Wealth Management Americas Experience 2010 - 2011
Job Chief Compliance Officer at J.P. Morgan Securities LLC
Industry Financial Services
Experience
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

Robert Pacicco Robert Pacicco Greater New York City Area Details
Robert Pacicco's UBS Wealth Management Americas Experience December 2010 - July 2012
Job Vice President, Compliance at Barclays
Industry Financial Services
Experience
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

Abdul Jafiq Abdul Jafiq Greater New York City Area Details
Abdul Jafiq's UBS Wealth Management Americas Experience 1999 - 2007
Job Investment Banking Professional
Industry Investment Banking
Experience
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

Carolynn Ranftle Carolynn Ranftle United States Details
Carolynn Ranftle's UBS Wealth Management Americas Experience 1999 - 2006
Job
Industry
Experience
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

Clark Janifer Clark Janifer Montclair, New Jersey Details
Clark Janifer's UBS Wealth Management Americas Experience June 2012 - September 2012
Job Student at Northwestern University
Industry Financial Services
Experience
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