UBS/Paine Webber
Description
Located in: Place Montreal TrustAddress: 1800 McGill College Ave, Montreal, QC H3A 3J6, Canada Hours: Closed ⋅ Opens 8:30AM Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Québec Phone: +1 514-845-8828Place name: Category: : : : : : Website: : Website: https://www.ubs.com/ca/en/wealth_management/your_relationship/how_to_get/wealth_management.html Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ubs Bank Canada Posting publicly on the Web Write a review Reviews Be the first to review
UBS/Paine Webber List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS/Paine Webber. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS/Paine Webber Employees
Employee
Years
Job
Industry
Rebecca Babbitt Rebecca Babbitt's UBS/Paine Webber Experience August 2002 - August 2003
Job
Industry Financial Services
Experience
John Hancock Financial Services September 2014 - Present
John Hancock Financial Network September 2010 - September 2014
MetLife May 2007 - September 2010
Insitute for Financial Literacy October 2005 - October 2006
Smith Barney/Citigroup November 2003 - October 2005
UBS/Paine Webber August 2002 - August 2003
Skills
Management, Insurance, Series 7, Investments, Policy
Education
Simmons College - Simmons School of Management 2001 — 2002
MBA
Gettysburg College 1994 — 1998
BA
John Hancock Financial Services September 2014 - Present
John Hancock Financial Network September 2010 - September 2014
MetLife May 2007 - September 2010
Insitute for Financial Literacy October 2005 - October 2006
Smith Barney/Citigroup November 2003 - October 2005
UBS/Paine Webber August 2002 - August 2003
Skills
Management, Insurance, Series 7, Investments, Policy
Education
Simmons College - Simmons School of Management 2001 — 2002
MBA
Gettysburg College 1994 — 1998
BA
Luis Y Garcia Luis Y Garcia's UBS/Paine Webber Experience January 2000 - July 2001
Job PROFIFISH. FISH MEAL & OIL & PREMIUM CANNED SEAFOOD COMMERCIAL & BUSINESS OFFICE
Industry International Trade and Development
Experience
PROFIFISH January 2010 - Present
International Funding Group, Inc. January 1995 - December 2010
Fortune International Realty January 1990 - December 2008
UBS/Paine Webber January 2000 - July 2001
Skills
International Trade, Export-Import, Commercial Management, Sales Management, Direct Sales, Marketing Strategy, Social Media Marketing, Business Networking, Public Relations, Fisheries, Negotiation, Business Strategy, Investments, International Sales, Beef, Meat, Export
Education
Universidad de Lima 1973 — 1976
Universidad de Piura 1971 — 1972
Industrial Engineering
PROFIFISH January 2010 - Present
International Funding Group, Inc. January 1995 - December 2010
Fortune International Realty January 1990 - December 2008
UBS/Paine Webber January 2000 - July 2001
Skills
International Trade, Export-Import, Commercial Management, Sales Management, Direct Sales, Marketing Strategy, Social Media Marketing, Business Networking, Public Relations, Fisheries, Negotiation, Business Strategy, Investments, International Sales, Beef, Meat, Export
Education
Universidad de Lima 1973 — 1976
Universidad de Piura 1971 — 1972
Industrial Engineering
Flynt Hughes Flynt Hughes's UBS/Paine Webber Experience April 2001 - October 2002
Job Regional Vice President at MetLife
Industry Financial Services
Experience
MetLife April 2015 - Present
Chickasaw Capital Management, LLC September 2014 - Present
Piedmont Capital Distributors July 2012 - September 2014
Sun Life Financial February 2009 - July 2012
AIG SunAmerica April 2004 - February 2009
AG Edwards June 2003 - April 2004
Planco/Hartford October 2002 - May 2003
UBS/Paine Webber April 2001 - October 2002
Prudential Securities Inc. March 1997 - April 2001
RAF Financial December 1996 - March 1997
Skills
Series 7, Series 63, Series 65, Health, Life, Variable
Education
University of Mississippi 1989 — 1993
Bachelor of Business Administration, Marketing
Jackson Academy HS, Jackson, MS
High School Diploma, General Studies
MetLife April 2015 - Present
Chickasaw Capital Management, LLC September 2014 - Present
Piedmont Capital Distributors July 2012 - September 2014
Sun Life Financial February 2009 - July 2012
AIG SunAmerica April 2004 - February 2009
AG Edwards June 2003 - April 2004
Planco/Hartford October 2002 - May 2003
UBS/Paine Webber April 2001 - October 2002
Prudential Securities Inc. March 1997 - April 2001
RAF Financial December 1996 - March 1997
Skills
Series 7, Series 63, Series 65, Health, Life, Variable
Education
University of Mississippi 1989 — 1993
Bachelor of Business Administration, Marketing
Jackson Academy HS, Jackson, MS
High School Diploma, General Studies
Ray Redlingshafer Ray Redlingshafer's UBS/Paine Webber Experience January 1988 - February 1996
Job Senior Managing Director, CLAYTON HOLDINGS, LLC
Industry Financial Services
Experience
CLAYTON HOLDINGS, LLC January 2010 - Present
CYS Investments, a public Mortgage REIT (CYS) 2005 - Present
Pentalpha Capital 2006 - January 2010
New York Mortgage Trust 2003 - September 2006
Salomon Brothers January 1999 - December 2001
Freddie Mac 1995 - 1998
UBS/Paine Webber January 1988 - February 1996
Goldman Sachs 1983 - 1988
Skills
Board of Directors, Capital Markets, Portfolio Management, Fixed Income, Investments, Board of Director..., Board Development, Valuation, Mortgage Lending, MBS, Executive Mgmt, Loans, Trading, Equities, Securitization, Securities, Finance, Start-ups, Entrepreneurship, New Business Development, Private Equity, REIT Founder & President
Education
Creighton University School of Law
J.D./ M.B.A., Corporate Law, Bankruptcy, Finance
Creighton University Graduate School Of Business
M.B.A., Banking, Corporate, Finance, and Securities Law
Creighton University College of Business Administration
FINANCE, FINANCE
CLAYTON HOLDINGS, LLC January 2010 - Present
CYS Investments, a public Mortgage REIT (CYS) 2005 - Present
Pentalpha Capital 2006 - January 2010
New York Mortgage Trust 2003 - September 2006
Salomon Brothers January 1999 - December 2001
Freddie Mac 1995 - 1998
UBS/Paine Webber January 1988 - February 1996
Goldman Sachs 1983 - 1988
Skills
Board of Directors, Capital Markets, Portfolio Management, Fixed Income, Investments, Board of Director..., Board Development, Valuation, Mortgage Lending, MBS, Executive Mgmt, Loans, Trading, Equities, Securitization, Securities, Finance, Start-ups, Entrepreneurship, New Business Development, Private Equity, REIT Founder & President
Education
Creighton University School of Law
J.D./ M.B.A., Corporate Law, Bankruptcy, Finance
Creighton University Graduate School Of Business
M.B.A., Banking, Corporate, Finance, and Securities Law
Creighton University College of Business Administration
FINANCE, FINANCE
Patrick Bria Patrick Bria's UBS/Paine Webber Experience 1999 - 2001
Job Wealth Advisor at Tucker Bria Wealth Strategies, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2001 - February 2013
UBS/Paine Webber 1999 - 2001
Duke Annual Fund 1994 - 1999
Education
Duke University 1979 — 1983
Wells Fargo Advisors, LLC March 2001 - February 2013
UBS/Paine Webber 1999 - 2001
Duke Annual Fund 1994 - 1999
Education
Duke University 1979 — 1983
Jason Liu Jason Liu's UBS/Paine Webber Experience 1997 - 2000
Job National Director Training & Sales Development, Head of Wealth Planning Senior Vice President
Industry Investment Management
Experience
Union Bank, The Private Bank & Wealth Markets 2012 - Present
JP Morgan Chase 2010 - 2012
Wells Fargo Wealth Management Group-The Private Bank 2000 - 2010
UBS/Paine Webber 1997 - 2000
Skills
Coaching, Wealth Management..., Private Banking, Credit, Strategic Financial..., Asset Managment, Trust Services, Estate Planning, Investment Advisory, Investment Management, Financial Services, Insurance, Series 7, Series 24, Series 63, Series 65, Global Tactical Asset..., Financial Advisory, Portfolio Management, Asset Management, Finance, High Net Worth..., Investments, Wealth Management, Equities, Financial Goals, Banking, Relationship Management, Retail Banking, Commercial Banking, Securities, Mutual Funds, Strategy, Asset Allocation, Uniform Combined State..., Retirement Planning, Alternative Investments, FINRA, Investment Strategies, Fixed Income, Series 6, ETFs, Retirement, Wealth, Fixed Annuities, 401k, Bonds, Loans, Commercial Lending, Financial Planning
Education
Southern Adventist University
BS, Business Administration
Union Bank, The Private Bank & Wealth Markets 2012 - Present
JP Morgan Chase 2010 - 2012
Wells Fargo Wealth Management Group-The Private Bank 2000 - 2010
UBS/Paine Webber 1997 - 2000
Skills
Coaching, Wealth Management..., Private Banking, Credit, Strategic Financial..., Asset Managment, Trust Services, Estate Planning, Investment Advisory, Investment Management, Financial Services, Insurance, Series 7, Series 24, Series 63, Series 65, Global Tactical Asset..., Financial Advisory, Portfolio Management, Asset Management, Finance, High Net Worth..., Investments, Wealth Management, Equities, Financial Goals, Banking, Relationship Management, Retail Banking, Commercial Banking, Securities, Mutual Funds, Strategy, Asset Allocation, Uniform Combined State..., Retirement Planning, Alternative Investments, FINRA, Investment Strategies, Fixed Income, Series 6, ETFs, Retirement, Wealth, Fixed Annuities, 401k, Bonds, Loans, Commercial Lending, Financial Planning
Education
Southern Adventist University
BS, Business Administration
Brendan Frank Brendan Frank's UBS/Paine Webber Experience August 2002 - June 2003
Job Business Development Consultant at Envestnet/Placemark
Industry Financial Services
Experience
Envestnet, Inc May 2013 - Present
The Spooner Group at Morgan Stanley July 2003 - May 2013
UBS/Paine Webber August 2002 - June 2003
Citizens Bank June 1999 - April 2001
Crowder Mortgage, LLC April 1998 - May 1999
Raymond Karsan Associates September 1995 - March 1998
Skills
Research, Marketing, Public Speaking, Strategic Planning, Microsoft Excel, Editing, Customer Service, Microsoft Office, Nonprofits, Social Media, Microsoft Word, Investments, Portfolio Management, Finance, Management, Financial Services, Asset Management, Financial Planning, Business Development, Mutual Funds, Wealth Management, Banking
Education
State University of New York at Albany 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Bennington College 1990 — 1992
Visual and Liberal Arts
Albany Academy 1985 — 1990
High School Diploma
Envestnet, Inc May 2013 - Present
The Spooner Group at Morgan Stanley July 2003 - May 2013
UBS/Paine Webber August 2002 - June 2003
Citizens Bank June 1999 - April 2001
Crowder Mortgage, LLC April 1998 - May 1999
Raymond Karsan Associates September 1995 - March 1998
Skills
Research, Marketing, Public Speaking, Strategic Planning, Microsoft Excel, Editing, Customer Service, Microsoft Office, Nonprofits, Social Media, Microsoft Word, Investments, Portfolio Management, Finance, Management, Financial Services, Asset Management, Financial Planning, Business Development, Mutual Funds, Wealth Management, Banking
Education
State University of New York at Albany 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Bennington College 1990 — 1992
Visual and Liberal Arts
Albany Academy 1985 — 1990
High School Diploma
Richard Delaney's UBS/Paine Webber Experience June 1994 - April 2011
Job
Industry Investment Banking
Experience
UBS/Paine Webber June 1994 - April 2011
Donaldson, Lufkin & Jenrette March 1977 - June 1994
White,Weld & Co 1970 - 1977
Skills
Hedge Funds, Investment Banking, Investments, Asset Management, Portfolio Management, Alternative Investments, Equities, Private Equity, Mergers, Due Diligence, Capital Markets, Strategic Planning, Securities, Series 7, Fixed Income, Wealth Management, Valuation, Venture Capital, Finance, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1969 — 1970
MBA, Finance
Lehigh University 1964 — 1968
BS, Engineering
UBS/Paine Webber June 1994 - April 2011
Donaldson, Lufkin & Jenrette March 1977 - June 1994
White,Weld & Co 1970 - 1977
Skills
Hedge Funds, Investment Banking, Investments, Asset Management, Portfolio Management, Alternative Investments, Equities, Private Equity, Mergers, Due Diligence, Capital Markets, Strategic Planning, Securities, Series 7, Fixed Income, Wealth Management, Valuation, Venture Capital, Finance, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1969 — 1970
MBA, Finance
Lehigh University 1964 — 1968
BS, Engineering
Hazel M. Fernando's UBS/Paine Webber Experience 1997 - 1999
Job Director of Strategic Channel Accounts Firemon
Industry Computer & Network Security
Experience
Firemon February 2015 - Present
Check Point Software Technologies July 2012 - February 2015
CipherTechs, Inc. January 2006 - July 2012
ASI System Integration, Inc. January 2003 - January 2005
MTM- Micros-to-Mainframes, Inc. 2000 - 2005
Salinas Group Limited 1999 - 2001
UBS/Paine Webber 1997 - 1999
Skills
Network Security, Vendor Management, New Business Development, Marketing Strategy, Vendor Relations, Negotiating Contracts, Sales Initiatives, Business Strategy, Problem Solving, Team Building, Sales Management, Outstanding Customer..., Strategy Development, Process Development, Lead Generation, Identifying New..., Customer Relations, Event Management, Supplier Negotiations, Sales, Strategy, Customer Service, Enterprise Software, Security, Business Development, Marketing, DLP, Solution Selling, Leadership, Management, Channel Partners, SaaS, Cloud Computing, Salesforce.com, Program Management, CRM, Sales Process, Sales Operations
Education
Manhattan College
B.S, Organizational Management
Ramapo Sr. Highschool
Regents Diploma, General Studies
Firemon February 2015 - Present
Check Point Software Technologies July 2012 - February 2015
CipherTechs, Inc. January 2006 - July 2012
ASI System Integration, Inc. January 2003 - January 2005
MTM- Micros-to-Mainframes, Inc. 2000 - 2005
Salinas Group Limited 1999 - 2001
UBS/Paine Webber 1997 - 1999
Skills
Network Security, Vendor Management, New Business Development, Marketing Strategy, Vendor Relations, Negotiating Contracts, Sales Initiatives, Business Strategy, Problem Solving, Team Building, Sales Management, Outstanding Customer..., Strategy Development, Process Development, Lead Generation, Identifying New..., Customer Relations, Event Management, Supplier Negotiations, Sales, Strategy, Customer Service, Enterprise Software, Security, Business Development, Marketing, DLP, Solution Selling, Leadership, Management, Channel Partners, SaaS, Cloud Computing, Salesforce.com, Program Management, CRM, Sales Process, Sales Operations
Education
Manhattan College
B.S, Organizational Management
Ramapo Sr. Highschool
Regents Diploma, General Studies
Ed Lippman's UBS/Paine Webber Experience June 1994 - April 1999
Job Compliance Manager Surveillance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Bank of Amerca/ Merrill Lynch July 2012 - April 2014
Bank of America/Merrill Lynch March 2008 - June 2012
Merrill Lynch May 2002 - March 2008
Merril Lynch April 1999 - May 2002
UBS/Paine Webber June 1994 - April 1999
Ladenburg, Thalmann & Co September 1992 - January 1994
Skills
Equities, Trading, FINRA, Financial Risk, Leadership, Series 7, Series 63, Securities, Bloomberg, Capital Markets, Sales, Equity Trading, Electronic Trading, Options, Series 24, Asset Managment, Financial Markets, Hedge Funds
Education
New York Institute of Technology 1988 — 1992
Bachelor of Science, Business Finance
New York Institute of Technology-Old Westbury 1988 — 1992
Finance, General
JPMorgan Chase April 2014 - Present
Bank of Amerca/ Merrill Lynch July 2012 - April 2014
Bank of America/Merrill Lynch March 2008 - June 2012
Merrill Lynch May 2002 - March 2008
Merril Lynch April 1999 - May 2002
UBS/Paine Webber June 1994 - April 1999
Ladenburg, Thalmann & Co September 1992 - January 1994
Skills
Equities, Trading, FINRA, Financial Risk, Leadership, Series 7, Series 63, Securities, Bloomberg, Capital Markets, Sales, Equity Trading, Electronic Trading, Options, Series 24, Asset Managment, Financial Markets, Hedge Funds
Education
New York Institute of Technology 1988 — 1992
Bachelor of Science, Business Finance
New York Institute of Technology-Old Westbury 1988 — 1992
Finance, General
Jonathan Aubry, MBA's UBS/Paine Webber Experience May 2001 - August 2001
Job Senior Decision Support Analyst at Wheaton Franciscan Healthcare
Industry Hospital & Health Care
Experience
Wheaton Franciscan Healthcare April 2014 - Present
Aurora Health Care August 2013 - April 2014
Aurora Health Care, Inc November 2009 - August 2013
Market Probe, Inc September 2004 - November 2009
The Burrows Company March 2003 - March 2004
UBS/Paine Webber May 2001 - August 2001
Skills
Analysis, Process Improvement, Data Analysis, Market Research, Forecasting, Business Process..., Research, Customer Satisfaction, Management, Healthcare, Business Analysis, Access, Strategic Planning, Leadership, Cross-functional Team..., Strategy, Analytics, Hospitals, Software Documentation
Education
Marquette University 1998 — 2002
B.S., Marketing & Information Technology
University of Wisconsin-Milwaukee - School of Business Administration 2007 — 2008
MBA
Wheaton Franciscan Healthcare April 2014 - Present
Aurora Health Care August 2013 - April 2014
Aurora Health Care, Inc November 2009 - August 2013
Market Probe, Inc September 2004 - November 2009
The Burrows Company March 2003 - March 2004
UBS/Paine Webber May 2001 - August 2001
Skills
Analysis, Process Improvement, Data Analysis, Market Research, Forecasting, Business Process..., Research, Customer Satisfaction, Management, Healthcare, Business Analysis, Access, Strategic Planning, Leadership, Cross-functional Team..., Strategy, Analytics, Hospitals, Software Documentation
Education
Marquette University 1998 — 2002
B.S., Marketing & Information Technology
University of Wisconsin-Milwaukee - School of Business Administration 2007 — 2008
MBA
Aileen Liu's UBS/Paine Webber Experience 2000 - 2001
Job MultiAsset Class Strategist and Risk Manager
Industry Investment Management
Experience
University of California Office of the Chief Investment Officer of the Regents 2011 - 2015
University of California Office of the Treasurer of The Regents 2003 - 2011
Jacobs Levy Equity Management 2001 - 2003
UBS/Paine Webber 2000 - 2001
JP Morgan Chase, Global Asset Management 1992 - 2000
Federal Reserve Board 1985 - 1987
Skills
Portfolio Management, Risk Management, Hedge Funds, Alternative Investments, Equities, Quantitative Analytics, Asset Managment, Investments, Investment Strategies, Financial Modeling, Emerging Markets, Asset Allocation, Capital Markets, Financial Risk, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
S.M.
Oberlin College 1980 — 1984
A.B., Economics
University of California Office of the Chief Investment Officer of the Regents 2011 - 2015
University of California Office of the Treasurer of The Regents 2003 - 2011
Jacobs Levy Equity Management 2001 - 2003
UBS/Paine Webber 2000 - 2001
JP Morgan Chase, Global Asset Management 1992 - 2000
Federal Reserve Board 1985 - 1987
Skills
Portfolio Management, Risk Management, Hedge Funds, Alternative Investments, Equities, Quantitative Analytics, Asset Managment, Investments, Investment Strategies, Financial Modeling, Emerging Markets, Asset Allocation, Capital Markets, Financial Risk, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
S.M.
Oberlin College 1980 — 1984
A.B., Economics
Michael Levin AWMA®'s UBS/Paine Webber Experience May 1989 - July 2004
Job SR VP/Regional Manager
Industry Financial Services
Experience
Janney Montgomery Scott November 2005 - Present
Lebenthal July 2004 - November 2005
UBS/Paine Webber May 1989 - July 2004
UBS 1989 - 2004
EF Hutton August 1980 - May 1989
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 24, Fixed Annuities, Retirement, Estate Planning, Investments, Securities, Asset Allocation, Financial Services
Education
Securities Investor Institute 1991 — 1993
Hofstra University 1973 — 1975
BBA, Management
Janney Montgomery Scott November 2005 - Present
Lebenthal July 2004 - November 2005
UBS/Paine Webber May 1989 - July 2004
UBS 1989 - 2004
EF Hutton August 1980 - May 1989
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 24, Fixed Annuities, Retirement, Estate Planning, Investments, Securities, Asset Allocation, Financial Services
Education
Securities Investor Institute 1991 — 1993
Hofstra University 1973 — 1975
BBA, Management
Fortunato Petracca's UBS/Paine Webber Experience July 2002 - January 2006
Job Sr. Account Admin. at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial February 2012 - Present
E*Trade Securities LLC August 2010 - November 2011
TD Bank Wealth Management February 2010 - May 2010
E*Trade Securities LLC January 2006 - July 2009
E*TRADE Financial 2006 - 2009
E*Trade Securities LLC 2006 - 2009
Etrade Financial 2006 - 2009
UBS/Paine-Webber July 2002 - January 2006
National Discount Brokers/Ameritrade January 2000 - January 2001
Merrill Lynch January 1998 - January 2000
Skills
Financial Analysis, Risk Management, Finance, Securities, Options, Investments, Equities
Education
Kean University
B.S, Management; Corporate Finance
Great-West Financial February 2012 - Present
E*Trade Securities LLC August 2010 - November 2011
TD Bank Wealth Management February 2010 - May 2010
E*Trade Securities LLC January 2006 - July 2009
E*TRADE Financial 2006 - 2009
E*Trade Securities LLC 2006 - 2009
Etrade Financial 2006 - 2009
UBS/Paine-Webber July 2002 - January 2006
National Discount Brokers/Ameritrade January 2000 - January 2001
Merrill Lynch January 1998 - January 2000
Skills
Financial Analysis, Risk Management, Finance, Securities, Options, Investments, Equities
Education
Kean University
B.S, Management; Corporate Finance