UBS/PaineWebber Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. Headquarters: Basel, Switzerland CEO: Sergio Ermotti (Nov 15, 2011–) Technical support: 1 (888) 279-3343 Credit card support: 011 41 848 888 601
UBS/PaineWebber List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS/PaineWebber. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS/PaineWebber Salaries. You can even request information on how much does UBS/PaineWebber pay if you want to. Learn about salaries, pros and cons of working for UBS/PaineWebber directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
69 UBS/PaineWebber employees in database. Find out everything there's to know about UBS/PaineWebber employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS/PaineWebber Employees
Employee
Years
Job
Industry
Sharon Knecht Sharon Knecht's UBS/PaineWebber Experience January 1999 - October 2001
Job Senior Area Sales Manager at Cynosure, Inc.
Industry Medical Devices
Experience
Cynosure, Inc. April 2015 - Present
Connect Medical January 2007 - Present
Sentient Medical Technologies, LLC October 2014 - April 2015
TearScience, Inc. August 2012 - October 2014
Palomar Medical Technologies, Inc. October 2003 - January 2007
Lumenis January 2002 - October 2003
UBS/PaineWebber January 1999 - October 2001
Skills
Capital Equipment, Leadership, Sales, Public Speaking, Marketing, Product Development, Direct Sales, Team Building, Medical Devices, Management, Product Launch, Product Marketing, New Business Development, Business Strategy, Dermatology, Start-ups, Sales Operations, Negotiation, Training, Selling, Marketing Strategy, Program Management, Customer Service, Sales Management, Healthcare, Market Development, Cold Calling, Sales Process, Operating Room, Surgeons, Surgery, Sales Presentations, Selling Skills, Sales Force Development, Salesforce.com, Urology, Competitive Analysis, Surgical Instruments, Cardiology, Cross-functional Team..., Orthopedic, Pharmaceutical Sales, Account Management, Market Planning, Aesthetics, Disposables, Lead Generation, Global Marketing, Business Development, B2B
Education
Arizona State University
Bachelor of Arts (B.A.), English Language and Literature, General
Cynosure, Inc. April 2015 - Present
Connect Medical January 2007 - Present
Sentient Medical Technologies, LLC October 2014 - April 2015
TearScience, Inc. August 2012 - October 2014
Palomar Medical Technologies, Inc. October 2003 - January 2007
Lumenis January 2002 - October 2003
UBS/PaineWebber January 1999 - October 2001
Skills
Capital Equipment, Leadership, Sales, Public Speaking, Marketing, Product Development, Direct Sales, Team Building, Medical Devices, Management, Product Launch, Product Marketing, New Business Development, Business Strategy, Dermatology, Start-ups, Sales Operations, Negotiation, Training, Selling, Marketing Strategy, Program Management, Customer Service, Sales Management, Healthcare, Market Development, Cold Calling, Sales Process, Operating Room, Surgeons, Surgery, Sales Presentations, Selling Skills, Sales Force Development, Salesforce.com, Urology, Competitive Analysis, Surgical Instruments, Cardiology, Cross-functional Team..., Orthopedic, Pharmaceutical Sales, Account Management, Market Planning, Aesthetics, Disposables, Lead Generation, Global Marketing, Business Development, B2B
Education
Arizona State University
Bachelor of Arts (B.A.), English Language and Literature, General
Robin Redford Robin Redford's UBS/PaineWebber Experience 2001 - 2008
Job Managing Director at Ramirez & Co., Inc.
Industry Financial Services
Experience
Ramirez & Co., Inc. 2011 - Present
Raymond James Financial Inc. 2008 - 2011
UBS/PaineWebber 2001 - 2008
The Urban Institute 1998 - 2001
Skills
Municipal Bonds, Structured Finance, Series 63, Series 7, Housing Revenue Bonds, Texas Public Finance
Education
Rice University
Bachelor of Arts (B.A.), Economics and History
The University of Texas at Austin - The LBJ School of Public Affairs
M. P. Aff., Public Affairs
Ramirez & Co., Inc. 2011 - Present
Raymond James Financial Inc. 2008 - 2011
UBS/PaineWebber 2001 - 2008
The Urban Institute 1998 - 2001
Skills
Municipal Bonds, Structured Finance, Series 63, Series 7, Housing Revenue Bonds, Texas Public Finance
Education
Rice University
Bachelor of Arts (B.A.), Economics and History
The University of Texas at Austin - The LBJ School of Public Affairs
M. P. Aff., Public Affairs
Liza C. Litzow Liza C. Litzow's UBS/PaineWebber Experience 1987 - 1999
Job Director, Wealth Marketing at Citizens Bank
Industry Financial Services
Experience
Citizens Bank January 2014 - Present
Decision Point Partners, LLC October 2012 - Present
Informa Investment Solutions 2011 - 2012
Stratevie, LLC 2009 - 2011
Bank of America 2006 - 2009
John Hancock Financial Services 2004 - 2006
Roxbury Capital Management 1999 - 2004
Tucker Anthony 1999 - 2000
UBS/PaineWebber 1987 - 1999
Skills
Wealth Management..., Portfolio Performance..., Investment Advisory..., Marketing Strategy &..., High Net Worth..., Corporate Finance, Wealth Management, Portfolio Management, Asset Allocation, Investments, Separately Managed..., Investment Advisory, Mergers & Acquisitions, Strategy, Series 63, Business Development, Fixed Income, Financial Services, Investment Strategies, Alternative Investments, Banking, ETFs, Relationship Management, Mutual Funds, Management, Marketing, Program Management, Bloomberg, Financial Advisory, Hedge Funds, Capital Markets, Management Consulting, Wealth Management..., Equities, Finance, Strategic Financial..., Series 7, Key Client Relationships, Analysis, Analytics, Asset Management, Financial Markets, Securities, Investment Management
Education
Boston University
Bachelor of Arts (B.A.), Economics
Wootten
Citizens Bank January 2014 - Present
Decision Point Partners, LLC October 2012 - Present
Informa Investment Solutions 2011 - 2012
Stratevie, LLC 2009 - 2011
Bank of America 2006 - 2009
John Hancock Financial Services 2004 - 2006
Roxbury Capital Management 1999 - 2004
Tucker Anthony 1999 - 2000
UBS/PaineWebber 1987 - 1999
Skills
Wealth Management..., Portfolio Performance..., Investment Advisory..., Marketing Strategy &..., High Net Worth..., Corporate Finance, Wealth Management, Portfolio Management, Asset Allocation, Investments, Separately Managed..., Investment Advisory, Mergers & Acquisitions, Strategy, Series 63, Business Development, Fixed Income, Financial Services, Investment Strategies, Alternative Investments, Banking, ETFs, Relationship Management, Mutual Funds, Management, Marketing, Program Management, Bloomberg, Financial Advisory, Hedge Funds, Capital Markets, Management Consulting, Wealth Management..., Equities, Finance, Strategic Financial..., Series 7, Key Client Relationships, Analysis, Analytics, Asset Management, Financial Markets, Securities, Investment Management
Education
Boston University
Bachelor of Arts (B.A.), Economics
Wootten
William Luttner, CRPC's UBS/PaineWebber Experience January 1990 - May 2009
Job Senior Vice President Wealth Management at The Luttner Wealth Management Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
UBSPaineWebber January 1990 - May 2009
Advest, Inc. June 1983 - January 1990
Skills
Series 7, Series 63, Uniform Combined State..., Retirement Planning, Wealth Management, Financial Advisory
Education
University of Pittsburgh 1980 — 1983
Bachelor's of Science, Business Administration, Minor in Psychology
Merrill Lynch May 2009 - Present
UBSPaineWebber January 1990 - May 2009
Advest, Inc. June 1983 - January 1990
Skills
Series 7, Series 63, Uniform Combined State..., Retirement Planning, Wealth Management, Financial Advisory
Education
University of Pittsburgh 1980 — 1983
Bachelor's of Science, Business Administration, Minor in Psychology
Bill Lasoskie, CFP® Bill Lasoskie, CFP®'s UBS/PaineWebber Experience April 1999 - May 2002
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2005 - Present
UBS Wealth Management 2002 - 2005
UBSPaineWebber April 1999 - May 2002
PaineWebber June 1990 - October 2001
Education
Bentley College 1983 — 1985
BS, Marketing Management
Western New England College 1981 — 1983
Business Administration
Morgan Stanley Wealth Management May 2005 - Present
UBS Wealth Management 2002 - 2005
UBSPaineWebber April 1999 - May 2002
PaineWebber June 1990 - October 2001
Education
Bentley College 1983 — 1985
BS, Marketing Management
Western New England College 1981 — 1983
Business Administration
James McGavin James McGavin's UBS/PaineWebber Experience May 1992 - May 2011
Job Financial Advisor at Royal Alliance
Industry Investment Management
Experience
Royal Alliance May 2011 - Present
UBS/PaineWebber May 1992 - May 2011
Dean Witter Reynolds Inc. March 1986 - May 1992
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Asset Management, Investment Strategies, Investment Advisory, Strategic Financial..., Equities, Alternative Investments, Fixed Income, Retirement
Education
Loyola University Maryland 1967 — 1971
Bachelor of Arts (BA), English Language and Literature/Letters
Xavier High School 1963 — 1967
Royal Alliance May 2011 - Present
UBS/PaineWebber May 1992 - May 2011
Dean Witter Reynolds Inc. March 1986 - May 1992
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Asset Management, Investment Strategies, Investment Advisory, Strategic Financial..., Equities, Alternative Investments, Fixed Income, Retirement
Education
Loyola University Maryland 1967 — 1971
Bachelor of Arts (BA), English Language and Literature/Letters
Xavier High School 1963 — 1967
Mika K. (Harding) Standard's UBS/PaineWebber Experience October 2000 - June 2001
Job Director of Development, Major Gifts at The Children's Hospital of Philadelphia
Industry Nonprofit Organization Management
Experience
The Children's Hospital of Philadelphia January 2015 - Present
Leukemia and Lymphoma Society, Eastern PA Chapter October 2013 - January 2015
Sidney Kimmel Cancer Center at Thomas Jefferson University and Hospitals June 2012 - October 2013
Sidney Kimmel Cancer Center at Thomas Jefferson University and Hospitals June 2011 - June 2012
American Association for Cancer Research June 2006 - June 2011
UBS Financial Services September 2002 - May 2005
UBSPaineWebber October 2000 - June 2001
Skills
Community Outreach, Training, Social Networking, Program Management, Management, Marketing Strategy, Recruiting, Board Development, Community Development, Customer Service, Public Relations, Volunteer Management, Public Speaking, Event Planning, Marketing, Strategic Planning
Education
Bucknell University 1996 — 2000
BSBA, Management
Bishop Eustace Preparatory School 1992 — 1996
High School
The Children's Hospital of Philadelphia January 2015 - Present
Leukemia and Lymphoma Society, Eastern PA Chapter October 2013 - January 2015
Sidney Kimmel Cancer Center at Thomas Jefferson University and Hospitals June 2012 - October 2013
Sidney Kimmel Cancer Center at Thomas Jefferson University and Hospitals June 2011 - June 2012
American Association for Cancer Research June 2006 - June 2011
UBS Financial Services September 2002 - May 2005
UBSPaineWebber October 2000 - June 2001
Skills
Community Outreach, Training, Social Networking, Program Management, Management, Marketing Strategy, Recruiting, Board Development, Community Development, Customer Service, Public Relations, Volunteer Management, Public Speaking, Event Planning, Marketing, Strategic Planning
Education
Bucknell University 1996 — 2000
BSBA, Management
Bishop Eustace Preparatory School 1992 — 1996
High School
Kate Moxham Kate Moxham's UBS/PaineWebber Experience 1996 - 2001
Job Librarian @ RSU 21
Industry
Experience
Regional School District 21 2010 - 2013
UBS/PaineWebber 1996 - 2001
Skills
Library Instruction
Education
Merrimack College 1989 — 1993
Bachelor of Arts (BA), History and English
Royal Holloway, U. of London 1991 — 1991
European History
Regional School District 21 2010 - 2013
UBS/PaineWebber 1996 - 2001
Skills
Library Instruction
Education
Merrimack College 1989 — 1993
Bachelor of Arts (BA), History and English
Royal Holloway, U. of London 1991 — 1991
European History
Ruth Goodman, SPHR Ruth Goodman, SPHR's UBS/PaineWebber Experience 1989 - 2000
Job Manager, Talent & Organizational Development at Federal Reserve Information Technology
Industry Human Resources
Experience
Federal Reserve Information Technology March 2012 - Present
Intrepid Learning January 2011 - March 2012
University of Phoenix 2009 - 2012
Wells Fargo (formerly Wachovia) 2006 - 2010
UBS Wealth Management 2000 - 2006
UBS/PaineWebber 1989 - 2000
PaineWebber 1988 - 1998
Skills
Executive Coaching, Leadership Development, Organizational..., Talent Management, Succession Planning, Leadership, Workforce Planning, Performance Management, Strategy, Change Management, Human Resources, Cross-functional Team..., Coaching, Management, Career Development, Program Management, Workshop Facilitation, Staff Development, Consulting, Mergers & Acquisitions
Education
University of Phoenix
M.A., Organizational Management
Federal Reserve Information Technology March 2012 - Present
Intrepid Learning January 2011 - March 2012
University of Phoenix 2009 - 2012
Wells Fargo (formerly Wachovia) 2006 - 2010
UBS Wealth Management 2000 - 2006
UBS/PaineWebber 1989 - 2000
PaineWebber 1988 - 1998
Skills
Executive Coaching, Leadership Development, Organizational..., Talent Management, Succession Planning, Leadership, Workforce Planning, Performance Management, Strategy, Change Management, Human Resources, Cross-functional Team..., Coaching, Management, Career Development, Program Management, Workshop Facilitation, Staff Development, Consulting, Mergers & Acquisitions
Education
University of Phoenix
M.A., Organizational Management
Chris Dodson Chris Dodson's UBS/PaineWebber Experience June 2001 - May 2002
Job Portfolio Manager, Commercial Real Estate
Industry Real Estate
Experience
Ocwen Financial Corporation May 2012 - Present
The Situs Companies June 2011 - March 2012
Consultant April 2010 - June 2011
Asset Link February 2008 - August 2009
Aegis Mortgage January 2005 - July 2007
Aegis Mortgage June 2002 - December 2004
UBS/PaineWebber June 2001 - May 2002
Aegis Mortgage July 1998 - June 2001
Skills
Strategic Planning, Mortgage Lending, Portfolio Management, Underwriting, Mortgage Servicing, Commercial Real Estate, Account Management, Negotiation, Refinance, Credit, Finance, Customer Service, Real Estate Economics, Microsoft Excel, Loan Servicing, Mortgage Banking, Management, Business Relationship..., Marketing, Real Estate, Tactical Planning, Accounting, Cash Flow, SharePoint, Investor Reporting, Inside Sales, Direct Sales, Social Media Marketing, Customer Relations, Real Estate Finance, Fannie Mae, Freddie Mac, Excel, CMBS, Vendor Management, Visio, Access, Valuation, Banking, Loans, Asset Management, Analysis, Financial Analysis, Financial Reporting, Team Leadership, Commercial Mortgages, Cash Management, Leadership, Due Diligence
Education
Champions School Of Real Estate 2015 — 2015
Texas Real Estate License, Real Estate
St. Edward's University 1995 — 1998
Bachelor of Arts, International Relations and Marketing
Webster University 1994 — 1995
International Relations
Ocwen Financial Corporation May 2012 - Present
The Situs Companies June 2011 - March 2012
Consultant April 2010 - June 2011
Asset Link February 2008 - August 2009
Aegis Mortgage January 2005 - July 2007
Aegis Mortgage June 2002 - December 2004
UBS/PaineWebber June 2001 - May 2002
Aegis Mortgage July 1998 - June 2001
Skills
Strategic Planning, Mortgage Lending, Portfolio Management, Underwriting, Mortgage Servicing, Commercial Real Estate, Account Management, Negotiation, Refinance, Credit, Finance, Customer Service, Real Estate Economics, Microsoft Excel, Loan Servicing, Mortgage Banking, Management, Business Relationship..., Marketing, Real Estate, Tactical Planning, Accounting, Cash Flow, SharePoint, Investor Reporting, Inside Sales, Direct Sales, Social Media Marketing, Customer Relations, Real Estate Finance, Fannie Mae, Freddie Mac, Excel, CMBS, Vendor Management, Visio, Access, Valuation, Banking, Loans, Asset Management, Analysis, Financial Analysis, Financial Reporting, Team Leadership, Commercial Mortgages, Cash Management, Leadership, Due Diligence
Education
Champions School Of Real Estate 2015 — 2015
Texas Real Estate License, Real Estate
St. Edward's University 1995 — 1998
Bachelor of Arts, International Relations and Marketing
Webster University 1994 — 1995
International Relations
Tom Brownlee Tom Brownlee's UBS/PaineWebber Experience June 2003 - July 2003
Job Program Coordinator at International Youth Foundation
Industry International Affairs
Experience
International Youth Foundation March 2013 - Present
Talking Drum Studio/Search for Common Ground November 2012 - December 2012
Search for Common Ground December 2011 - September 2012
Youth Advocate Program International September 2011 - December 2011
Grassroot Soccer July 2011 - August 2011
Sacred Heart Preparatory August 2008 - June 2010
Tutorpedia January 2008 - August 2008
Peace Corps October 2005 - December 2007
Commonwealth Tenants Association October 2001 - April 2005
UBS/PaineWebber June 2003 - July 2003
Skills
International Relations, Teaching, Volunteer Management, Curriculum Development, Mathematics, Youth Development, Qualitative Research, Fundraising, International..., Program Development, Program Evaluation, Public Speaking, Policy Analysis, Program Management, Grants, Grant Writing, Research
Education
American University 2010 — 2012
MA, International Affairs
Boston College 2001 — 2005
BA, Math; Mathematics and
International Youth Foundation March 2013 - Present
Talking Drum Studio/Search for Common Ground November 2012 - December 2012
Search for Common Ground December 2011 - September 2012
Youth Advocate Program International September 2011 - December 2011
Grassroot Soccer July 2011 - August 2011
Sacred Heart Preparatory August 2008 - June 2010
Tutorpedia January 2008 - August 2008
Peace Corps October 2005 - December 2007
Commonwealth Tenants Association October 2001 - April 2005
UBS/PaineWebber June 2003 - July 2003
Skills
International Relations, Teaching, Volunteer Management, Curriculum Development, Mathematics, Youth Development, Qualitative Research, Fundraising, International..., Program Development, Program Evaluation, Public Speaking, Policy Analysis, Program Management, Grants, Grant Writing, Research
Education
American University 2010 — 2012
MA, International Affairs
Boston College 2001 — 2005
BA, Math; Mathematics and
Cesar Arredondo Cesar Arredondo's UBS/PaineWebber Experience October 1998 - February 2000
Job Senior Performance CoE Advisor
Industry Information Technology and Services
Experience
Deutsche Bank April 2014 - Present
MetLife January 2007 - December 2013
MetLife November 2001 - December 2006
MetLife February 2000 - November 2001
UBS/PaineWebber October 1998 - February 2000
UBS/PaineWebber May 1998 - October 1998
UBS/PaineWebber June 1996 - May 1998
UBS/PaineWebber June 1995 - June 1996
Berman Larson Kane December 1994 - June 1995
Micro Logic October 1991 - December 1994
Skills
SDLC, Testing, Quality Assurance, Project Management, Vendor Management, Software Project..., Performance Testing, Leadership, Requirements Analysis, Management, PMO, IT Strategy, Management Consulting, Consulting, Unix, Requirements Gathering, Integration, Agile Methodologies, Insurance, Performance Test..., Software Quality..., Program Management, User Acceptance Testing, SQL, Databases, Resource Management, Project Planning, Test Planning, Test Management, System Testing, QTP, Quality Center, Project Portfolio..., Test Automation, Strategy, SharePoint, DB2, Systems Analysis, IT Management, LoadRunner, Regression Testing, Visio, Business Requirements, HP Performance Center, Virtualization, HP Service..., Shunra, HP Quality Center
Education
Dover Business College 1992 — 1994
Bergen Community College
Deutsche Bank April 2014 - Present
MetLife January 2007 - December 2013
MetLife November 2001 - December 2006
MetLife February 2000 - November 2001
UBS/PaineWebber October 1998 - February 2000
UBS/PaineWebber May 1998 - October 1998
UBS/PaineWebber June 1996 - May 1998
UBS/PaineWebber June 1995 - June 1996
Berman Larson Kane December 1994 - June 1995
Micro Logic October 1991 - December 1994
Skills
SDLC, Testing, Quality Assurance, Project Management, Vendor Management, Software Project..., Performance Testing, Leadership, Requirements Analysis, Management, PMO, IT Strategy, Management Consulting, Consulting, Unix, Requirements Gathering, Integration, Agile Methodologies, Insurance, Performance Test..., Software Quality..., Program Management, User Acceptance Testing, SQL, Databases, Resource Management, Project Planning, Test Planning, Test Management, System Testing, QTP, Quality Center, Project Portfolio..., Test Automation, Strategy, SharePoint, DB2, Systems Analysis, IT Management, LoadRunner, Regression Testing, Visio, Business Requirements, HP Performance Center, Virtualization, HP Service..., Shunra, HP Quality Center
Education
Dover Business College 1992 — 1994
Bergen Community College
Jay Falcone Jay Falcone's UBS/PaineWebber Experience September 1999 - September 2006
Job Financial Advisor
Industry Financial Services
Experience
Waddell & Reed April 2011 - Present
Team Beachbody September 2010 - August 2014
Janney Montgomery Scott October 2006 - January 2011
UBS/PaineWebber September 1999 - September 2006
Skills
Insurance, Financial Planning, Asset Allocation, Retirement Planning, Investments, Equities, Wealth Management, Series 7, Annuities, Retirement Income..., Estate Planning, Small Business, Mutual Funds, Investment Advisory, Risk Management, Asset Management, Health, Microsoft Office, Securities, Strategic Planning, Financial Analysis, Budgeting, Word, Retirement, Strategic Financial..., Fixed Annuities, Life Insurance, Asset Managment, Employee Benefits, Finance, Microsoft Word, Budgets, Portfolio Management, 401k, Business Planning, Financial Advisory, Financial Services, Health Insurance, Investment Strategies, Relationship Management
Education
Eastern Connecticut State University 1997 — 1999
BA, Economics
Lynchburg College 1994 — 1996
Business
Worcester Academy 1993 — 1994
Post Graduate
Stonington High School 1989 — 1993
High School
Waddell & Reed April 2011 - Present
Team Beachbody September 2010 - August 2014
Janney Montgomery Scott October 2006 - January 2011
UBS/PaineWebber September 1999 - September 2006
Skills
Insurance, Financial Planning, Asset Allocation, Retirement Planning, Investments, Equities, Wealth Management, Series 7, Annuities, Retirement Income..., Estate Planning, Small Business, Mutual Funds, Investment Advisory, Risk Management, Asset Management, Health, Microsoft Office, Securities, Strategic Planning, Financial Analysis, Budgeting, Word, Retirement, Strategic Financial..., Fixed Annuities, Life Insurance, Asset Managment, Employee Benefits, Finance, Microsoft Word, Budgets, Portfolio Management, 401k, Business Planning, Financial Advisory, Financial Services, Health Insurance, Investment Strategies, Relationship Management
Education
Eastern Connecticut State University 1997 — 1999
BA, Economics
Lynchburg College 1994 — 1996
Business
Worcester Academy 1993 — 1994
Post Graduate
Stonington High School 1989 — 1993
High School
Jessica Ruszkowski Jessica Ruszkowski's UBS/PaineWebber Experience 1995 - 2001
Job Customer Support Specialist at CompuDance Software
Industry Real Estate
Experience
CompuDance Software February 2015 - Present
Mueller Services October 2012 - February 2015
Barbara Ostrom Associates September 2010 - September 2012
Coldwell Banker January 2006 - December 2011
UBS/PaineWebber 1995 - 2001
Skills
QuickBooks, Software, Communication, Project Management, Problem Solving, Outlook, Microsoft Excel, Microsoft Word, PowerBuilder, PowerPoint, Photo Editor, Real Estate Marketing, Computer Software...
Education
Stevens Institute of Technology 1999 — 2001
Credits towards MBA, Information Technology Project Management
Penn State University 1990 — 1994
BS, Economics
Northern Valley Regional High School 1986 — 1990
CompuDance Software February 2015 - Present
Mueller Services October 2012 - February 2015
Barbara Ostrom Associates September 2010 - September 2012
Coldwell Banker January 2006 - December 2011
UBS/PaineWebber 1995 - 2001
Skills
QuickBooks, Software, Communication, Project Management, Problem Solving, Outlook, Microsoft Excel, Microsoft Word, PowerBuilder, PowerPoint, Photo Editor, Real Estate Marketing, Computer Software...
Education
Stevens Institute of Technology 1999 — 2001
Credits towards MBA, Information Technology Project Management
Penn State University 1990 — 1994
BS, Economics
Northern Valley Regional High School 1986 — 1990
Bob Curtis, CWS®'s UBS/PaineWebber Experience October 1999 - November 2001
Job Financial Advisor/Owner at Curtis Asset Management
Industry Financial Services
Experience
Curtis Asset Management October 2001 - Present
UBS/PaineWebber October 1999 - November 2001
Skills
Retirement Income..., Wealth Management..., Portfolio Management, Investment Strategies, Retirement Planning, Strategic Financial..., Wealth Accumulation, Investment Advisory, Estate Planning, Series 66 License, Series 7 License, Investments
Education
Cannon Financial 2012 — 2012
Certified Wealth Strategist, Wealth Management
Boston University 2007 — 2008
Certificate, Financial Planning
Massachusetts College of Pharmacy and Health Sciences 1975 — 1980
BS, Pharmacy
Curtis Asset Management October 2001 - Present
UBS/PaineWebber October 1999 - November 2001
Skills
Retirement Income..., Wealth Management..., Portfolio Management, Investment Strategies, Retirement Planning, Strategic Financial..., Wealth Accumulation, Investment Advisory, Estate Planning, Series 66 License, Series 7 License, Investments
Education
Cannon Financial 2012 — 2012
Certified Wealth Strategist, Wealth Management
Boston University 2007 — 2008
Certificate, Financial Planning
Massachusetts College of Pharmacy and Health Sciences 1975 — 1980
BS, Pharmacy
Leila Radzin Leila Radzin's UBS/PaineWebber Experience September 1997 - May 2005
Job VP Project Manager/Business Analyst at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bessemer Trust August 2010 - May 2011
Computer Insight Learning Center September 2009 - April 2010
UBS May 2005 - April 2009
UBS/PaineWebber September 1997 - May 2005
Information Builders September 1995 - April 1997
Citi March 1994 - April 1995
Information Builders Inc March 1991 - February 1994
Skills
Visio, Access, Microsoft Excel, PowerPoint, Banking, HTML, PL/SQL, Business Analysis, Requirements Analysis, MS Project, Vendor Management, Project Management, Analysis, Unix, SQL, Software Documentation, SDLC, Enterprise Architecture, Capital Markets, Oracle, Risk Management
Education
City University of New York-Brooklyn College
BA, Sociology/Business
Bessemer Trust August 2010 - May 2011
Computer Insight Learning Center September 2009 - April 2010
UBS May 2005 - April 2009
UBS/PaineWebber September 1997 - May 2005
Information Builders September 1995 - April 1997
Citi March 1994 - April 1995
Information Builders Inc March 1991 - February 1994
Skills
Visio, Access, Microsoft Excel, PowerPoint, Banking, HTML, PL/SQL, Business Analysis, Requirements Analysis, MS Project, Vendor Management, Project Management, Analysis, Unix, SQL, Software Documentation, SDLC, Enterprise Architecture, Capital Markets, Oracle, Risk Management
Education
City University of New York-Brooklyn College
BA, Sociology/Business
Donald Amidon, CBCP Donald Amidon, CBCP's UBS/PaineWebber Experience 1998 - 2000
Job Disaster Recovery Strategist at John Wiley and Sons
Industry Financial Services
Experience
John Wiley and Sons September 2014 - Present
American Stock Transfer & Trust Co LLC October 2012 - September 2014
Dun & Bradstreet August 2011 - June 2012
Eagle Rock Alliance 2012 - 2012
Accretive Solutions January 2010 - August 2011
Citigroup 2007 - December 2008
Marsh, Inc. 2002 - 2007
CNT/Articulent 2000 - 2001
UBS/PaineWebber 1998 - 2000
Comdisco 1989 - 1998
Skills
Disaster Recovery, Program Management, Risk Management, Governance, Business Continuity, Management, Data Center, Incident Management, Strategy, Project Management, Business Continuity..., Risk Assessment, Business Analysis, Project Planning, Process Improvement, Consulting, Operational Risk..., Crisis Management, Policy, Information Security, Professional Services, Business Process..., Contingency Planning, Data Recovery, Integration, SDLC, Business Resilience, IT Operations, Quality Assurance, Business Impact Analysis, CBCP, Management Consulting, Physical Security, Crisis Management..., Recovery Program/Plan..., Project..., Program Policy..., Recovery Program..., Strategic Recovery..., Recovery..., Risk Mitigation Planning, Recovery Testing..., Business Continuity..., Business Continuity..., Risk Mitigation, Cloud Computing, DRaaS, Disaster Recovery..., Vendor Management, IT Strategy
Education
County College of Morris 1974 — 1977
Computer Science
Elon University 1973 — 1974
Radiological Technology
John Wiley and Sons September 2014 - Present
American Stock Transfer & Trust Co LLC October 2012 - September 2014
Dun & Bradstreet August 2011 - June 2012
Eagle Rock Alliance 2012 - 2012
Accretive Solutions January 2010 - August 2011
Citigroup 2007 - December 2008
Marsh, Inc. 2002 - 2007
CNT/Articulent 2000 - 2001
UBS/PaineWebber 1998 - 2000
Comdisco 1989 - 1998
Skills
Disaster Recovery, Program Management, Risk Management, Governance, Business Continuity, Management, Data Center, Incident Management, Strategy, Project Management, Business Continuity..., Risk Assessment, Business Analysis, Project Planning, Process Improvement, Consulting, Operational Risk..., Crisis Management, Policy, Information Security, Professional Services, Business Process..., Contingency Planning, Data Recovery, Integration, SDLC, Business Resilience, IT Operations, Quality Assurance, Business Impact Analysis, CBCP, Management Consulting, Physical Security, Crisis Management..., Recovery Program/Plan..., Project..., Program Policy..., Recovery Program..., Strategic Recovery..., Recovery..., Risk Mitigation Planning, Recovery Testing..., Business Continuity..., Business Continuity..., Risk Mitigation, Cloud Computing, DRaaS, Disaster Recovery..., Vendor Management, IT Strategy
Education
County College of Morris 1974 — 1977
Computer Science
Elon University 1973 — 1974
Radiological Technology
Robert Siverson's UBS/PaineWebber Experience 2000 - 2002
Job VP, Operations
Industry Financial Services
Experience
OptionMetrics September 2015 - Present
International Securities Exchange March 2002 - September 2015
International Securities Exchange 2006 - 2010
International Securities Exchange 2003 - 2006
International Securities Exchange 2002 - 2003
UBS/PaineWebber 2000 - 2002
PW Trust Company 1997 - 2000
Applied Environmental Consultants 1994 - 1997
WSU, Lab for Atmospheric Research 1991 - 1993
UCLA, Plasma Physics Lab 1990 - 1991
Skills
Trading Systems, Electronic Trading, Software Development, Product Management, Options, Derivatives, Market Data, Management, SDLC, Strategic Planning and..., Low Latency, Data Center, Equity Derivatives, Agile Methodologies, Client Services, Business Analysis, Financial Markets, Project Management and..., Parimutuel Systems, Software Delivery Life..., Vendor Relationships, Software Lifecycle, Vendor Relationship..., Client Service, Strategy
Education
Washington State University 1991 — 1993
MS, Environmental Engineering
University of California, San Diego 1984 — 1990
BS, Physics
OptionMetrics September 2015 - Present
International Securities Exchange March 2002 - September 2015
International Securities Exchange 2006 - 2010
International Securities Exchange 2003 - 2006
International Securities Exchange 2002 - 2003
UBS/PaineWebber 2000 - 2002
PW Trust Company 1997 - 2000
Applied Environmental Consultants 1994 - 1997
WSU, Lab for Atmospheric Research 1991 - 1993
UCLA, Plasma Physics Lab 1990 - 1991
Skills
Trading Systems, Electronic Trading, Software Development, Product Management, Options, Derivatives, Market Data, Management, SDLC, Strategic Planning and..., Low Latency, Data Center, Equity Derivatives, Agile Methodologies, Client Services, Business Analysis, Financial Markets, Project Management and..., Parimutuel Systems, Software Delivery Life..., Vendor Relationships, Software Lifecycle, Vendor Relationship..., Client Service, Strategy
Education
Washington State University 1991 — 1993
MS, Environmental Engineering
University of California, San Diego 1984 — 1990
BS, Physics
Kathy Dembowski Kathy Dembowski's UBS/PaineWebber Experience 1993 - 2000
Job
Industry Financial Services
Experience
Prudential Investments June 2010 - Present
Prudential Investments October 2005 - June 2009
Prudential Investments May 2000 - October 2005
UBS/PaineWebber 1993 - 2000
UBS/PaineWebber 1993 - 2000
UBS/PaineWebber 1993 - 2000
Skills
Management, Strategic Planning, Project Management, Event Management, Project Planning, Team Leadership, Relationship Management, Business Managment, Process Improvement, Analysis, Alternative Investments, Equities
Education
Felician College 2000 — 2003
Bachelor's degree, Business Administration and Management, General
St. Peter's College 1996 — 1997
Prudential Investments June 2010 - Present
Prudential Investments October 2005 - June 2009
Prudential Investments May 2000 - October 2005
UBS/PaineWebber 1993 - 2000
UBS/PaineWebber 1993 - 2000
UBS/PaineWebber 1993 - 2000
Skills
Management, Strategic Planning, Project Management, Event Management, Project Planning, Team Leadership, Relationship Management, Business Managment, Process Improvement, Analysis, Alternative Investments, Equities
Education
Felician College 2000 — 2003
Bachelor's degree, Business Administration and Management, General
St. Peter's College 1996 — 1997
Christopher Cramer Christopher Cramer's UBS/PaineWebber Experience April 1998 - August 1998
Job Sr. Partner Manager / Sr. Sales Engineer at NetEnrich
Industry Information Technology and Services
Experience
NetEnrich February 2013 - Present
IT Works January 2007 - February 2013
Cramer Solutions, Ltd. Co. October 2001 - December 2006
Taggart Financial Group January 2005 - January 2006
UBSPaineWebber April 1998 - August 1998
Skills
Managed Services, VMware, Network Engineering, Cloud Computing, Cisco Technologies, Security, Windows Server, SaaS, Microsoft Exchange, Vendor Management, Network Design, Servers, Citrix, Disaster Recovery, Virtualization, HP, Outsourcing, VPN, Sales Engineering, Private Cloud, Hybrid Cloud, Amazon Cloud, Cloud Applications, Cloud Marketing, Cloud Security, N-Able, Kaseya, ConnectWise, Autotask, Enterprise Solution..., Network Monitoring Tools, MPLS Networking, Oil/Gas, Community Banking, Network Security, CIO Advisory Services, Professional Services, Hosted Services, Data Center, Storage, Hardware, Unified Communications, IT Management, Networking
Education
University of Houston
BA, Business, History, Latin American Studies
Strake Jesuit 1997 — 2001
NetEnrich February 2013 - Present
IT Works January 2007 - February 2013
Cramer Solutions, Ltd. Co. October 2001 - December 2006
Taggart Financial Group January 2005 - January 2006
UBSPaineWebber April 1998 - August 1998
Skills
Managed Services, VMware, Network Engineering, Cloud Computing, Cisco Technologies, Security, Windows Server, SaaS, Microsoft Exchange, Vendor Management, Network Design, Servers, Citrix, Disaster Recovery, Virtualization, HP, Outsourcing, VPN, Sales Engineering, Private Cloud, Hybrid Cloud, Amazon Cloud, Cloud Applications, Cloud Marketing, Cloud Security, N-Able, Kaseya, ConnectWise, Autotask, Enterprise Solution..., Network Monitoring Tools, MPLS Networking, Oil/Gas, Community Banking, Network Security, CIO Advisory Services, Professional Services, Hosted Services, Data Center, Storage, Hardware, Unified Communications, IT Management, Networking
Education
University of Houston
BA, Business, History, Latin American Studies
Strake Jesuit 1997 — 2001
Church Young Church Young's UBS/PaineWebber Experience October 1999 - May 2006
Job Senior VicePresident at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC 2006 - Present
UBS/PaineWebber October 1999 - May 2006
Wheat First Butcher Singer (now Wells Fargo Advisors) December 1993 - October 1999
James River Corporation November 1984 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Series 7, Portfolio Management, Strategic Planning, Securities, Mergers & Acquisitions, Management
Education
Hampden-Sydney College 1980 — 1984
BA, Economics
St. Christopher’s School 1967 — 1980
Davenport & Company LLC 2006 - Present
UBS/PaineWebber October 1999 - May 2006
Wheat First Butcher Singer (now Wells Fargo Advisors) December 1993 - October 1999
James River Corporation November 1984 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Series 7, Portfolio Management, Strategic Planning, Securities, Mergers & Acquisitions, Management
Education
Hampden-Sydney College 1980 — 1984
BA, Economics
St. Christopher’s School 1967 — 1980
Stacy Braun Stacy Braun's UBS/PaineWebber Experience November 1988 - September 1995
Job Experienced financial services specialist in marketing strategy and content development.
Industry Financial Services
Experience
Braun Advisory Services, LLC January 2013 - Present
AXA Equitable December 1999 - July 2012
Prudential Financial May 1998 - December 1999
AXA Equitable September 1995 - May 1998
UBS/PaineWebber November 1988 - September 1995
Skills
Life Insurance, Business Relationship..., Variable Annuities, Product Marketing, Branding & Identity, Team Leadership, Strategic Partnerships, Mutual Funds, Strategy, Fixed Annuities, Financial Services, Insurance, Mobile Devices, Electronics, Marketing, Wealth Management, Advertising, Retirement Planning, Series 24, Retirement, 401k, Alternative Investments, Analytics, Asset Allocation, Budgets, Business Intelligence, Business Planning, Employee Benefits, Estate Planning, Executive Management, FINRA, Finance, IRAs, Investment Advisory, Investment Strategies, Leadership, Management, Market Research, Relationship Management, Strategic Planning, Series 6
Education
Ithaca College 1982 — 1986
B.S., Communications Management
Souderton High School
Braun Advisory Services, LLC January 2013 - Present
AXA Equitable December 1999 - July 2012
Prudential Financial May 1998 - December 1999
AXA Equitable September 1995 - May 1998
UBS/PaineWebber November 1988 - September 1995
Skills
Life Insurance, Business Relationship..., Variable Annuities, Product Marketing, Branding & Identity, Team Leadership, Strategic Partnerships, Mutual Funds, Strategy, Fixed Annuities, Financial Services, Insurance, Mobile Devices, Electronics, Marketing, Wealth Management, Advertising, Retirement Planning, Series 24, Retirement, 401k, Alternative Investments, Analytics, Asset Allocation, Budgets, Business Intelligence, Business Planning, Employee Benefits, Estate Planning, Executive Management, FINRA, Finance, IRAs, Investment Advisory, Investment Strategies, Leadership, Management, Market Research, Relationship Management, Strategic Planning, Series 6
Education
Ithaca College 1982 — 1986
B.S., Communications Management
Souderton High School
Marco Moreno Marco Moreno's UBS/PaineWebber Experience June 1999 - November 2000
Job Project Manager, Latin America Strategy & Market Analytics at Epson America Inc.
Industry Management Consulting
Experience
Epson America Inc. July 2012 - Present
Epson America Inc. January 2011 - June 2012
Deloitte Consulting September 2008 - September 2010
Deloitte Consulting June 2007 - August 2007
Neuberger Berman December 2000 - May 2006
UBS/PaineWebber June 1999 - November 2000
Goldman Sachs June 1998 - August 1998
Skills
Pricing, Project Management, Financial Analysis, Equity Research, Market Research, Strategic Planning, Marketing Strategy, Business Strategy, Forecasting, Budget Process, Business Analysis, Competitive Analysis, Market Analysis, Product Management, Marketing, Strategy, Analysis, Segmentation, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
Brandeis University 1995 — 1999
B.A., Economics
Epson America Inc. July 2012 - Present
Epson America Inc. January 2011 - June 2012
Deloitte Consulting September 2008 - September 2010
Deloitte Consulting June 2007 - August 2007
Neuberger Berman December 2000 - May 2006
UBS/PaineWebber June 1999 - November 2000
Goldman Sachs June 1998 - August 1998
Skills
Pricing, Project Management, Financial Analysis, Equity Research, Market Research, Strategic Planning, Marketing Strategy, Business Strategy, Forecasting, Budget Process, Business Analysis, Competitive Analysis, Market Analysis, Product Management, Marketing, Strategy, Analysis, Segmentation, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
Brandeis University 1995 — 1999
B.A., Economics
Lisa Tepper's UBS/PaineWebber Experience April 1992 - June 2001
Job Director, Client Services at Abbot Downing
Industry Banking
Experience
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth September 2001 - Present
UBS/PaineWebber April 1992 - June 2001
Education
University of Florida 1982 — 1986
BS, Business - Finance
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth September 2001 - Present
UBS/PaineWebber April 1992 - June 2001
Education
University of Florida 1982 — 1986
BS, Business - Finance
Mark Beliczky Mark Beliczky's UBS/PaineWebber Experience August 2000 - December 2001
Job The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group, Consultant & Advisor September 2013 - Present
Salus Sciences, LLC August 2011 - August 2013
The Carlyle Group February 2005 - January 2011
Sunrise Senior Living March 2002 - December 2004
UBS/PaineWebber August 2000 - December 2001
CitiGroup June 1998 - July 2000
PepsiCo/Taco Bell May 1991 - June 1997
Skills
Private Equity, Strategic Planning, Franchising, P&L, Budgeting, Mergers, Restructuring, Asset Management, Start-ups, Joint Ventures, Real Estate, Operations Management, Executive Management, P&L Management, Change Management, Budgets, Asset Managment, Income Statement, Mergers & Acquisitions, Process..., Integration, Business Process..., Customer Satisfaction, Business Integration, Transformational..., Project Management, Process Improvement, Sales Growth, Organizational..., Management, Entrepreneurship, Due Diligence, Strategy, Acquisitions, Business Strategy, Strategic Partnerships, Competitive Analysis, Recruiting, Acquisition Integration, Leadership, Management Consulting, Venture Capital, Business Planning, Financial Modeling, Marketing, Business Development, Valuation, Corporate Finance, Emerging Markets, Investments
Education
Loyola University Maryland
MBA, Executive Management
Heidelberg University
BA, International Affairs & English Literature
Georgetown University
International Affairs Semester in Washington, DC
The George Washington University School of Medicine and Health Sciences
Research Faculty
The Ohio State University
Research Faculty
Center for Creative Leadership
Developing the Strategic Leader
The Carlyle Group, Consultant & Advisor September 2013 - Present
Salus Sciences, LLC August 2011 - August 2013
The Carlyle Group February 2005 - January 2011
Sunrise Senior Living March 2002 - December 2004
UBS/PaineWebber August 2000 - December 2001
CitiGroup June 1998 - July 2000
PepsiCo/Taco Bell May 1991 - June 1997
Skills
Private Equity, Strategic Planning, Franchising, P&L, Budgeting, Mergers, Restructuring, Asset Management, Start-ups, Joint Ventures, Real Estate, Operations Management, Executive Management, P&L Management, Change Management, Budgets, Asset Managment, Income Statement, Mergers & Acquisitions, Process..., Integration, Business Process..., Customer Satisfaction, Business Integration, Transformational..., Project Management, Process Improvement, Sales Growth, Organizational..., Management, Entrepreneurship, Due Diligence, Strategy, Acquisitions, Business Strategy, Strategic Partnerships, Competitive Analysis, Recruiting, Acquisition Integration, Leadership, Management Consulting, Venture Capital, Business Planning, Financial Modeling, Marketing, Business Development, Valuation, Corporate Finance, Emerging Markets, Investments
Education
Loyola University Maryland
MBA, Executive Management
Heidelberg University
BA, International Affairs & English Literature
Georgetown University
International Affairs Semester in Washington, DC
The George Washington University School of Medicine and Health Sciences
Research Faculty
The Ohio State University
Research Faculty
Center for Creative Leadership
Developing the Strategic Leader
William J Smith, MBA William J Smith, MBA's UBS/PaineWebber Experience July 2001 - March 2004
Job Strategic Communications & Public Affairs professional
Industry Public Relations and Communications
Experience
Richmond University Medical Center April 2015 - Present
NJ Transit May 2013 - April 2015
Savino for New York September 2012 - November 2012
U.S. House of Representatives, Rep. Michael G. Grimm January 2011 - February 2012
Richmond County District Attorney Daniel M. Donovan April 2004 - December 2010
UBS/PaineWebber July 2001 - March 2004
Datek Online August 1999 - April 2001
Skills
Government Relations, Politics, Government Liaison, Government, Community Relations, Crisis Communications, Speech Writing, Media Relations, Public Relations, Public Speaking, External Relations, External Affairs, Press Releases, Community Development, Public Affairs, International Relations, Public Policy, Community Outreach, Foreign Policy, Political Campaigns, Policy Analysis, Strategic Communications, Legislation, Spokesperson, Proposal Writing
Education
Wagner College
MBA, Management, 3.71 GPA
Wagner College
BA, Political Science, 3.51 GPA
Texas A&M University 2013 — 2013
Certificate, Jurisdictional Crisis Incident Management
National Advocacy Center, United States Department of Justice 2006 — 2006
Certificate, Media and the Prosecutor
Richmond University Medical Center April 2015 - Present
NJ Transit May 2013 - April 2015
Savino for New York September 2012 - November 2012
U.S. House of Representatives, Rep. Michael G. Grimm January 2011 - February 2012
Richmond County District Attorney Daniel M. Donovan April 2004 - December 2010
UBS/PaineWebber July 2001 - March 2004
Datek Online August 1999 - April 2001
Skills
Government Relations, Politics, Government Liaison, Government, Community Relations, Crisis Communications, Speech Writing, Media Relations, Public Relations, Public Speaking, External Relations, External Affairs, Press Releases, Community Development, Public Affairs, International Relations, Public Policy, Community Outreach, Foreign Policy, Political Campaigns, Policy Analysis, Strategic Communications, Legislation, Spokesperson, Proposal Writing
Education
Wagner College
MBA, Management, 3.71 GPA
Wagner College
BA, Political Science, 3.51 GPA
Texas A&M University 2013 — 2013
Certificate, Jurisdictional Crisis Incident Management
National Advocacy Center, United States Department of Justice 2006 — 2006
Certificate, Media and the Prosecutor
Tina Thorsen Tina Thorsen's UBS/PaineWebber Experience May 1998 - January 2002
Job Client Service Associate Senior at Arthur J. Gallagher and Co.
Industry Insurance
Experience
Arthur J. Gallagher and Co. February 2013 - Present
PC Repair North Shore January 2009 - Present
UBS/PaineWebber May 1998 - January 2002
Memorial Sloan-Kettering Cancer Center July 1990 - May 1998
South Carolina National Bank December 1985 - June 1990
Policy Management Systems Corporation, PMSC February 1984 - December 1985
Skills
Troubleshooting, Analysis, Insurance, Windows, Information Technology
Education
Midlands Technical College
Associates Business in Computer Data Processing, Information Technology
New Horizons Computer Learning Center 2009 — 2011
MCP, MCDST, MCTS, CompTIA A+ Certified, CompTIA Network+ Certified, Information Technology
Arthur J. Gallagher and Co. February 2013 - Present
PC Repair North Shore January 2009 - Present
UBS/PaineWebber May 1998 - January 2002
Memorial Sloan-Kettering Cancer Center July 1990 - May 1998
South Carolina National Bank December 1985 - June 1990
Policy Management Systems Corporation, PMSC February 1984 - December 1985
Skills
Troubleshooting, Analysis, Insurance, Windows, Information Technology
Education
Midlands Technical College
Associates Business in Computer Data Processing, Information Technology
New Horizons Computer Learning Center 2009 — 2011
MCP, MCDST, MCTS, CompTIA A+ Certified, CompTIA Network+ Certified, Information Technology
Peter Brackman Peter Brackman's UBS/PaineWebber Experience June 1997 - June 2003
Job Vice President, State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets March 2015 - Present
J.P. Morgan September 2012 - August 2014
Markit August 2009 - August 2012
Morgan Stanley June 2003 - February 2008
UBS/PaineWebber June 1997 - June 2003
Deutsche Bank 1994 - 1996
Daiwa Securities January 1991 - June 1994
Kidder Peabody May 1988 - November 1989
Prudential Securities February 1986 - April 1988
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing
Education
Polytechnic University 1988 — 1989
Operations Research
Clark University 1980 — 1984
Computer Science, Mathematics
Midwood High School 1978 — 1980
State Street Global Markets March 2015 - Present
J.P. Morgan September 2012 - August 2014
Markit August 2009 - August 2012
Morgan Stanley June 2003 - February 2008
UBS/PaineWebber June 1997 - June 2003
Deutsche Bank 1994 - 1996
Daiwa Securities January 1991 - June 1994
Kidder Peabody May 1988 - November 1989
Prudential Securities February 1986 - April 1988
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing
Education
Polytechnic University 1988 — 1989
Operations Research
Clark University 1980 — 1984
Computer Science, Mathematics
Midwood High School 1978 — 1980
Robert Godwin Robert Godwin's UBS/PaineWebber Experience October 1999 - June 2003
Job Business Development Professional
Industry Insurance
Experience
The Keiser Group / PeopLease February 2015 - August 2015
Benefitfocus July 2013 - December 2013
Freelance Consultant/ Insurance Sales June 2003 - June 2013
SC Farm Bureau Insurance September 2009 - April 2010
North Charleston Breakfast Rotary 1995 - 2008
North Charleston Breakfast Rotary 2004 - 2005
UBS/PaineWebber October 1999 - June 2003
J.C. Bradford & Company January 1993 - October 1999
Skills
Business Development..., CRM, Management, Employee Benefits, Insurance, Analysis, Project Management, New Business Development, Contract Negotiation, Public Speaking, Customer Service
Education
Methodist College
Bachelor's of Science, Biology
The Keiser Group / PeopLease February 2015 - August 2015
Benefitfocus July 2013 - December 2013
Freelance Consultant/ Insurance Sales June 2003 - June 2013
SC Farm Bureau Insurance September 2009 - April 2010
North Charleston Breakfast Rotary 1995 - 2008
North Charleston Breakfast Rotary 2004 - 2005
UBS/PaineWebber October 1999 - June 2003
J.C. Bradford & Company January 1993 - October 1999
Skills
Business Development..., CRM, Management, Employee Benefits, Insurance, Analysis, Project Management, New Business Development, Contract Negotiation, Public Speaking, Customer Service
Education
Methodist College
Bachelor's of Science, Biology
Penny Burfeind Penny Burfeind's UBS/PaineWebber Experience September 1992 - December 2002
Job Director of HR and Finance at Visionary Technology Consultants
Industry Information Technology and Services
Experience
Visionary Technology Consultants December 2009 - Present
Family Care September 2005 - June 2009
PossibiliTees, Inc. 2007 - 2009
Aquatic Seals March 2003 - October 2006
Sunny Day September 2003 - April 2005
UBS/PaineWebber September 1992 - December 2002
Skills
Government Contracting, MS Project, Project Management, Visio, Entrepreneurship, Program Management, PMP, PMO, DoD, Vendor Management, Analysis
Education
HCC
Montgomery College
Visionary Technology Consultants December 2009 - Present
Family Care September 2005 - June 2009
PossibiliTees, Inc. 2007 - 2009
Aquatic Seals March 2003 - October 2006
Sunny Day September 2003 - April 2005
UBS/PaineWebber September 1992 - December 2002
Skills
Government Contracting, MS Project, Project Management, Visio, Entrepreneurship, Program Management, PMP, PMO, DoD, Vendor Management, Analysis
Education
HCC
Montgomery College
Jim Cazares Jim Cazares's UBS/PaineWebber Experience May 1999 - November 2002
Job Aztec Soul Spirits Company LLC
Industry Wine and Spirits
Experience
Aztec Soul Spirits Company May 2011 - Present
UBSPaineWebber May 1999 - November 2002
NationsBank 1983 - 1995
Associated Marine Institute June 1981 - May 1983
Skills
Portfolio Management, Risk Management, Process Improvement, Banking, Finance, Management, Business Development, Leadership, Strategic Planning, Financial Services, Investments, Analysis, Loans, Program Management
Education
Strome College of Business
MBA, Business Administration
Chamberlain High School
Chamberlain High School
Old Dominion University
BS, Communications - Emphasis in Critical Thinking and Persuasion
Aztec Soul Spirits Company May 2011 - Present
UBSPaineWebber May 1999 - November 2002
NationsBank 1983 - 1995
Associated Marine Institute June 1981 - May 1983
Skills
Portfolio Management, Risk Management, Process Improvement, Banking, Finance, Management, Business Development, Leadership, Strategic Planning, Financial Services, Investments, Analysis, Loans, Program Management
Education
Strome College of Business
MBA, Business Administration
Chamberlain High School
Chamberlain High School
Old Dominion University
BS, Communications - Emphasis in Critical Thinking and Persuasion
JC Griswold JC Griswold's UBS/PaineWebber Experience January 2000 - January 2001
Job Sales, Marketing & Fit Specialist
Industry Retail
Experience
Maple Grove Cycling December 2010 - Present
Westmor Fluid Solutions June 2012 - January 2014
Fitness On Request 2012 - 2014
Trailhead Cycle & Fitness February 2010 - November 2010
Evercat Fuels LLC July 2009 - February 2010
Determan Brownie Inc January 2008 - February 2009
VE85 (Verasun branded E85) December 2005 - March 2007
BEAUDRY OIL COMPANY December 2001 - November 2005
UBS/PAINEWEBBER January 2000 - January 2001
Bennett's Cycle 2000 - 2001
Skills
Marketing, Social Media, Advertising, Sales, New Business Development, Sales Management, Event Planning, Retail, Marketing Strategy, Marketing Communications, Social Media Marketing, Online Advertising, Digital Marketing, Email Marketing, Event Management, Strategic Planning, Integrated Marketing, Leadership, Public Relations, Sales Operations, Facebook
Education
Northwestern College 1988 — 1992
B.S., Psychology, Bible
Trek Fit School
Trek Fit School
Maple Grove Cycling December 2010 - Present
Westmor Fluid Solutions June 2012 - January 2014
Fitness On Request 2012 - 2014
Trailhead Cycle & Fitness February 2010 - November 2010
Evercat Fuels LLC July 2009 - February 2010
Determan Brownie Inc January 2008 - February 2009
VE85 (Verasun branded E85) December 2005 - March 2007
BEAUDRY OIL COMPANY December 2001 - November 2005
UBS/PAINEWEBBER January 2000 - January 2001
Bennett's Cycle 2000 - 2001
Skills
Marketing, Social Media, Advertising, Sales, New Business Development, Sales Management, Event Planning, Retail, Marketing Strategy, Marketing Communications, Social Media Marketing, Online Advertising, Digital Marketing, Email Marketing, Event Management, Strategic Planning, Integrated Marketing, Leadership, Public Relations, Sales Operations, Facebook
Education
Northwestern College 1988 — 1992
B.S., Psychology, Bible
Trek Fit School
Trek Fit School
Suzanne Richards, Ed D's UBS/PaineWebber Experience 1981 - 2001
Job Vice President at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2011 - Present
TD Bank June 2010 - June 2011
Credit Suisse 2008 - June 2010
Merrill Lynch October 2006 - December 2007
Lehman Brothers, Inc. January 2003 - October 2006
CIBC Oppenheimer June 2001 - December 2003
UBS/PaineWebber 1981 - 2001
Skills
Change Management, Diversity & Inclusion, Recruiting, Employee Engagement, Leadership, Capital Markets, Talent Management, Program Management, Program Development, Organizational..., Leadership Development, Succession Planning, Fixed Income, Executive Coaching, Human Resources, Onboarding, Organizational..., Organizational Design, Risk Management, Financial Services, Performance Management, Strategy, Management Consulting, Strategic Planning
Education
The George Washington University
Doctor of Education (Ed.D.), Human and Organizational Learning
Pepperdine University
Master of Business Administration (M.B.A.), Business
University of California at Santa Barbara
Bachelor of Arts (B.A.), Economics
Freddie Mac June 2011 - Present
TD Bank June 2010 - June 2011
Credit Suisse 2008 - June 2010
Merrill Lynch October 2006 - December 2007
Lehman Brothers, Inc. January 2003 - October 2006
CIBC Oppenheimer June 2001 - December 2003
UBS/PaineWebber 1981 - 2001
Skills
Change Management, Diversity & Inclusion, Recruiting, Employee Engagement, Leadership, Capital Markets, Talent Management, Program Management, Program Development, Organizational..., Leadership Development, Succession Planning, Fixed Income, Executive Coaching, Human Resources, Onboarding, Organizational..., Organizational Design, Risk Management, Financial Services, Performance Management, Strategy, Management Consulting, Strategic Planning
Education
The George Washington University
Doctor of Education (Ed.D.), Human and Organizational Learning
Pepperdine University
Master of Business Administration (M.B.A.), Business
University of California at Santa Barbara
Bachelor of Arts (B.A.), Economics
Don Evans JD, CIMA's UBS/PaineWebber Experience June 1995 - September 2001
Job Sales Executive, Managing Partner
Industry Investment Management
Experience
BIC Group January 2010 - September 2015
Virtus Investment Partners January 2008 - December 2009
UBS September 2001 - November 2007
UBS/PaineWebber June 1995 - September 2001
Ford Motor Company 1985 - 1995
Skills
Mutual Funds, Strategy, Equities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investments, Asset Management, Financial Services, Investment Advisory, Retirement Planning, Sales Management, Executive Management, Series 24
Education
Concord Law School - Kaplan University 2005 — 2009
EJD, Executive Juris Doctor
Harvard University 1986 — 1989
Non degree, Harvard Extension School
Le Moyne College 1979 — 1983
BA
BIC Group January 2010 - September 2015
Virtus Investment Partners January 2008 - December 2009
UBS September 2001 - November 2007
UBS/PaineWebber June 1995 - September 2001
Ford Motor Company 1985 - 1995
Skills
Mutual Funds, Strategy, Equities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investments, Asset Management, Financial Services, Investment Advisory, Retirement Planning, Sales Management, Executive Management, Series 24
Education
Concord Law School - Kaplan University 2005 — 2009
EJD, Executive Juris Doctor
Harvard University 1986 — 1989
Non degree, Harvard Extension School
Le Moyne College 1979 — 1983
BA
Patrick Shea's UBS/PaineWebber Experience 1994 - 1999
Job Chief Executive Officer
Industry Investment Banking
Experience
Clarksons Platou Securities, Inc. (formerly RS Platou Markets, Inc.) May 2011 - Present
MarketPicture.com, Inc. May 1999 - Present
Investcorp December 2009 - August 2013
Investorside Research Association (Non Profit Trade Group) November 2007 - July 2013
Braver Stern Securities July 2011 - May 2013
Polygon Research Associates 2007 - 2009
CFRA/RiskMetrics 2006 - 2007
Precursor 2000 - 2005
UBS/PaineWebber 1994 - 1999
Morgan Stanley Smith Barney 1989 - 1994
Skills
Investments, Series 7, Equities, Hedge Funds, Financial Modeling, Private Equity, Global Regulatory..., Investment Research, Capital Markets, Asset Management, Trading, Fixed Income, Valuation, Financial Services, Finance, Portfolio Management, Alternative Investments
Education
University of South Florida 1973 — 1976
BS, Accounting
Monroe Woodbury Central High School
Clarksons Platou Securities, Inc. (formerly RS Platou Markets, Inc.) May 2011 - Present
MarketPicture.com, Inc. May 1999 - Present
Investcorp December 2009 - August 2013
Investorside Research Association (Non Profit Trade Group) November 2007 - July 2013
Braver Stern Securities July 2011 - May 2013
Polygon Research Associates 2007 - 2009
CFRA/RiskMetrics 2006 - 2007
Precursor 2000 - 2005
UBS/PaineWebber 1994 - 1999
Morgan Stanley Smith Barney 1989 - 1994
Skills
Investments, Series 7, Equities, Hedge Funds, Financial Modeling, Private Equity, Global Regulatory..., Investment Research, Capital Markets, Asset Management, Trading, Fixed Income, Valuation, Financial Services, Finance, Portfolio Management, Alternative Investments
Education
University of South Florida 1973 — 1976
BS, Accounting
Monroe Woodbury Central High School
Kevin Cashin's UBS/PaineWebber Experience 1996 - 2003
Job VP, Recruiting at BlackRock
Industry Human Resources
Experience
BlackRock July 2014 - Present
Bank of America January 2007 - June 2014
GlaxoSmithKline March 2003 - January 2007
UBS/PaineWebber 1996 - 2003
Skills
Applicant Tracking..., Vendor Management, Talent Management, Talent Acquisition, Onboarding, Employee Relations, Recruiting, Succession Planning
Education
Stockton University 1992 — 1996
Bachelors, Psychology
BlackRock July 2014 - Present
Bank of America January 2007 - June 2014
GlaxoSmithKline March 2003 - January 2007
UBS/PaineWebber 1996 - 2003
Skills
Applicant Tracking..., Vendor Management, Talent Management, Talent Acquisition, Onboarding, Employee Relations, Recruiting, Succession Planning
Education
Stockton University 1992 — 1996
Bachelors, Psychology
Morris Pearl's UBS/PaineWebber Experience 1995 - 2003
Job Chairman and Director of Policy at Agenda Project
Industry Public Policy
Experience
Agenda Project June 2014 - Present
BlackRock 2005 - 2014
UBS/PaineWebber 1995 - 2003
Kidder Peabody 1992 - 1994
Salomon Brothers 1991 - 1992
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Trading Systems, Equities, Capital Markets, MBS, Investment Banking, Asset Management, Bloomberg, Credit Derivatives, Structured Products, Equity Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor of Science of Economics
University of Pennsylvania School of Engineering 1978 — 1982
Bachelor of Applied Science (BASc), Computer Engineering
Columbia
Columbia
Columbia
Columbia
Agenda Project June 2014 - Present
BlackRock 2005 - 2014
UBS/PaineWebber 1995 - 2003
Kidder Peabody 1992 - 1994
Salomon Brothers 1991 - 1992
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Trading Systems, Equities, Capital Markets, MBS, Investment Banking, Asset Management, Bloomberg, Credit Derivatives, Structured Products, Equity Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor of Science of Economics
University of Pennsylvania School of Engineering 1978 — 1982
Bachelor of Applied Science (BASc), Computer Engineering
Columbia
Columbia
Columbia
Columbia
Brian Piret's UBS/PaineWebber Experience February 1999 - October 2000
Job
Industry Apparel & Fashion
Experience
The Children's Place January 2013 - Present
Talbots February 2010 - September 2012
Liz Claiborne April 2008 - January 2010
Liz Claiborne, Inc. October 2000 - April 2008
UBS/Painewebber February 1999 - October 2000
UBS/Painewebber April 1998 - February 1999
Macy's, Inc. March 1997 - April 1998
Macy's, Inc. October 1994 - March 1997
Bank of New York August 1993 - October 1994
Bank of New York October 1992 - August 1993
Skills
Forecasting, Trend Analysis, Essbase, Retail, Income Statement, Wholesale, Financial Analysis, Financial Modeling, Financial Reporting, Hyperion Enterprise, Budgets, Hyperion Planning, Apparel, Strategic Financial..., Analysis, General Ledger, P&L, Finance
Education
East Stroudsburg University of Pennsylvania 1988 — 1992
BA & BS
The Children's Place January 2013 - Present
Talbots February 2010 - September 2012
Liz Claiborne April 2008 - January 2010
Liz Claiborne, Inc. October 2000 - April 2008
UBS/Painewebber February 1999 - October 2000
UBS/Painewebber April 1998 - February 1999
Macy's, Inc. March 1997 - April 1998
Macy's, Inc. October 1994 - March 1997
Bank of New York August 1993 - October 1994
Bank of New York October 1992 - August 1993
Skills
Forecasting, Trend Analysis, Essbase, Retail, Income Statement, Wholesale, Financial Analysis, Financial Modeling, Financial Reporting, Hyperion Enterprise, Budgets, Hyperion Planning, Apparel, Strategic Financial..., Analysis, General Ledger, P&L, Finance
Education
East Stroudsburg University of Pennsylvania 1988 — 1992
BA & BS
Judith Montero's UBS/PaineWebber Experience 2000 - 2004
Job Project Manager
Industry Computer Software
Experience
UBS Financial Services Inc. 2000 - Present
UBS/PaineWebber 2000 - 2004
Information Builders January 1997 - May 2000
Education
Stevens Institute of Technology 2003 — 2005
Master, Information Systems - Project Management
City University of New York City College 1995 — 1999
UBS Financial Services Inc. 2000 - Present
UBS/PaineWebber 2000 - 2004
Information Builders January 1997 - May 2000
Education
Stevens Institute of Technology 2003 — 2005
Master, Information Systems - Project Management
City University of New York City College 1995 — 1999
Joseph Deien's UBS/PaineWebber Experience August 2001 - July 2002
Job Project Manager at ADTRAN
Industry Telecommunications
Experience
ADTRAN July 2012 - Present
CHR Solutions November 2011 - July 2012
Bombardier Aerospace October 2009 - November 2011
CopperCom Acquisitions July 2002 - July 2008
UBS/PaineWebber August 2001 - July 2002
CopperCom Acquisitions August 2000 - May 2001
United States Air Force, Worldwide July 1980 - August 2000
Skills
Telecommunications, VoIP, Budgeting, Wireless, Program Management, Integration, Strategic Planning, Electronics, Project Planning, Operations Management, Unix, MS Project, Change Management, Budgets, Project Management, Data Center, Testing, IP, CRM, Management, Technical Support, Vendor Management, Disaster Recovery, Networking, Software Development, Switches, Process Improvement, Software Documentation, Ethernet, TCP/IP, Troubleshooting, Business Analysis, Security, Leadership
Education
Embry-Riddle Aeronautical University 2009 — 2010
Master of Science, Management
Southern Illinois University 1991 — 1995
Bachelor of Science Degree, Industrial Technology
Community College of the Air Force 1990 — 1993
Associate Degree, Electronic Systems Technology
Community College of the Air Force 1980 — 2000
AA, Personnel Management
ADTRAN July 2012 - Present
CHR Solutions November 2011 - July 2012
Bombardier Aerospace October 2009 - November 2011
CopperCom Acquisitions July 2002 - July 2008
UBS/PaineWebber August 2001 - July 2002
CopperCom Acquisitions August 2000 - May 2001
United States Air Force, Worldwide July 1980 - August 2000
Skills
Telecommunications, VoIP, Budgeting, Wireless, Program Management, Integration, Strategic Planning, Electronics, Project Planning, Operations Management, Unix, MS Project, Change Management, Budgets, Project Management, Data Center, Testing, IP, CRM, Management, Technical Support, Vendor Management, Disaster Recovery, Networking, Software Development, Switches, Process Improvement, Software Documentation, Ethernet, TCP/IP, Troubleshooting, Business Analysis, Security, Leadership
Education
Embry-Riddle Aeronautical University 2009 — 2010
Master of Science, Management
Southern Illinois University 1991 — 1995
Bachelor of Science Degree, Industrial Technology
Community College of the Air Force 1990 — 1993
Associate Degree, Electronic Systems Technology
Community College of the Air Force 1980 — 2000
AA, Personnel Management
Raymond Blajda, CFA's UBS/PaineWebber Experience June 1998 - February 2001
Job Consultant at Curcio Webb
Industry Financial Services
Experience
Curcio Webb 2008 - Present
Vanguard November 2004 - 2008
HSBC Investment Management February 2001 - November 2004
UBS/PaineWebber June 1998 - February 2001
Prudential Investments February 1994 - June 1998
Education
Fairleigh Dickinson University 1991 — 1993
MBA, Finance
University of Notre Dame 1985 — 1989
BA, Economics
Curcio Webb 2008 - Present
Vanguard November 2004 - 2008
HSBC Investment Management February 2001 - November 2004
UBS/PaineWebber June 1998 - February 2001
Prudential Investments February 1994 - June 1998
Education
Fairleigh Dickinson University 1991 — 1993
MBA, Finance
University of Notre Dame 1985 — 1989
BA, Economics
Richard Harkey's UBS/PaineWebber Experience March 1987 - July 2003
Job Vice President & Business Architect (Enterprise Business Analysis / Project Management Office)
Industry Financial Services
Experience
Pershing LLC March 2008 - Present
Bear Stearns & Co. October 2006 - November 2007
Fidelity Investments July 2003 - July 2006
UBS/PaineWebber March 1987 - July 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued.... 1987 - 2003
UBS / PaineWebber, continued 1987 - 2003
Skills
Securities, Financial Services, Investments, Asset Managment, Financial Analysis, Business Analysis, Financial Product..., Brokerage pricing,..., Soft Dollars, Business Process..., Directed Transactions, Trade Billing System
Education
University of Oregon 1980 — 1983
MBA, Finance & Accounting
Utah State University 1973 — 1977
B.S., Natural Resources, forestry
Pershing LLC March 2008 - Present
Bear Stearns & Co. October 2006 - November 2007
Fidelity Investments July 2003 - July 2006
UBS/PaineWebber March 1987 - July 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued.... 1987 - 2003
UBS / PaineWebber, continued 1987 - 2003
Skills
Securities, Financial Services, Investments, Asset Managment, Financial Analysis, Business Analysis, Financial Product..., Brokerage pricing,..., Soft Dollars, Business Process..., Directed Transactions, Trade Billing System
Education
University of Oregon 1980 — 1983
MBA, Finance & Accounting
Utah State University 1973 — 1977
B.S., Natural Resources, forestry
Barbara B. Brooks's UBS/PaineWebber Experience 1995 - March 2004
Job Vice President,The Center for Professional Excellence@ Prudential Annuities
Industry Financial Services
Experience
Prudential Financial 2009 - Present
Legg Mason 2008 - 2009
Prudential Annuities 2008 - 2009
SIFMA 2000 - 2009
Metlife March 2004 - March 2008
UBS/PaineWebber 1995 - March 2004
Kidder Peabody February 1992 - January 1995
Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist
The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist
Prudential Financial 2009 - Present
Legg Mason 2008 - 2009
Prudential Annuities 2008 - 2009
SIFMA 2000 - 2009
Metlife March 2004 - March 2008
UBS/PaineWebber 1995 - March 2004
Kidder Peabody February 1992 - January 1995
Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist
The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist
Bill Lasoskie, CFP(R)'s UBS/PaineWebber Experience May 1999 - May 2002
Job Regional Business Development Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - Present
Smith Barney January 2006 - June 2009
UBS Financial Services June 2002 - May 2005
UBSPaineWebber May 1999 - May 2002
PaineWebber June 1990 - September 2000
Education
Bentley University 1983 — 1985
BS, Marketing Managment
Western New England College 1981 — 1983
Business Administation
Morgan Stanley Smith Barney July 2009 - Present
Smith Barney January 2006 - June 2009
UBS Financial Services June 2002 - May 2005
UBSPaineWebber May 1999 - May 2002
PaineWebber June 1990 - September 2000
Education
Bentley University 1983 — 1985
BS, Marketing Managment
Western New England College 1981 — 1983
Business Administation
Heather Mutterperl's UBS/PaineWebber Experience July 1999 - December 2001
Job Managing Director, Asset Management at Hudson Realty Capital
Industry Real Estate
Experience
Investcorp February 2015 - Present
Hudson Realty Capital August 2008 - February 2015
TriLyn/Investcorp Mezzanine Fund January 2007 - July 2008
Investcorp December 2001 - January 2007
UBS/PaineWebber July 1999 - December 2001
Clarion Capital October 1997 - July 1999
Greystone/Starwood Asset Management August 1996 - October 1997
Kenneth Leventha/ E&Y August 1994 - August 1996
Bell Atlantic July 1989 - August 1992
Skills
Portfolio Management, Valuation, Equities, Investments, Underwriting, Real Estate, Asset Management, Asset Managment, Management, Property, Restructuring, Disposition, Due Diligence, Real Estate Economics, Real Estate Financing, Real Estate Development, Business Relationship...
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, General
Cornell University 1985 — 1989
BS, Facilities Planning and Management
Investcorp February 2015 - Present
Hudson Realty Capital August 2008 - February 2015
TriLyn/Investcorp Mezzanine Fund January 2007 - July 2008
Investcorp December 2001 - January 2007
UBS/PaineWebber July 1999 - December 2001
Clarion Capital October 1997 - July 1999
Greystone/Starwood Asset Management August 1996 - October 1997
Kenneth Leventha/ E&Y August 1994 - August 1996
Bell Atlantic July 1989 - August 1992
Skills
Portfolio Management, Valuation, Equities, Investments, Underwriting, Real Estate, Asset Management, Asset Managment, Management, Property, Restructuring, Disposition, Due Diligence, Real Estate Economics, Real Estate Financing, Real Estate Development, Business Relationship...
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, General
Cornell University 1985 — 1989
BS, Facilities Planning and Management
Anna Landolac's UBS/PaineWebber Experience 1999 - 2002
Job Experienced Executive, Visionary, Entrepreneur
Industry Transportation/Trucking/Railroad
Experience
Unlimited Freight, Inc. March 2008 - Present
Landolac Designs January 2006 - Present
MBC Financial January 2008 - March 2009
Kesland Homes January 2004 - July 2008
UBS/PaineWebber 1999 - 2002
Cap Gemini Ernst & Young 1993 - 1996
Education
DePaul University 2008 — 2011
Bachelor's, Administration, Human Resources
Concordia University Chicago 2003 — 2005
Marketing, Management
College of DuPage 2000 — 2002
Management, Marketing, Interior Design
Unlimited Freight, Inc. March 2008 - Present
Landolac Designs January 2006 - Present
MBC Financial January 2008 - March 2009
Kesland Homes January 2004 - July 2008
UBS/PaineWebber 1999 - 2002
Cap Gemini Ernst & Young 1993 - 1996
Education
DePaul University 2008 — 2011
Bachelor's, Administration, Human Resources
Concordia University Chicago 2003 — 2005
Marketing, Management
College of DuPage 2000 — 2002
Management, Marketing, Interior Design
Jason Garbus's UBS/PaineWebber Experience 2000 - 2002
Job Owner/Broker at Ascend Financial Network
Industry Financial Services
Experience
Ascend Financial Network March 2008 - Present
Pinnacle Funding 2005 - 2008
UBS/PaineWebber 2000 - 2002
Skills
Credit, Commercial Mortgages, Loans, Residential Homes, Construction Loans, Mortgage Marketing, Real Estate Lending, Mortgage Lending, FHA, Loan Origination, Refinance, Real Estate Financing, Mortgage Banking, FHA financing
Education
Bryant University 1999 — 2003
Bachelors, Finance
Ascend Financial Network March 2008 - Present
Pinnacle Funding 2005 - 2008
UBS/PaineWebber 2000 - 2002
Skills
Credit, Commercial Mortgages, Loans, Residential Homes, Construction Loans, Mortgage Marketing, Real Estate Lending, Mortgage Lending, FHA, Loan Origination, Refinance, Real Estate Financing, Mortgage Banking, FHA financing
Education
Bryant University 1999 — 2003
Bachelors, Finance
Constance Pappas's UBS/PaineWebber Experience March 1999 - October 1999
Job Director, Operations & Creative Services at Carpenter Group
Industry Marketing and Advertising
Experience
Carpenter Group 2007 - Present
Guardian Investments 2006 - 2007
Prudential Investments 2003 - 2005
Prudential Investments 1999 - 2003
UBS/PaineWebber March 1999 - October 1999
Williamhouse 1988 - 1998
Skills
Financial Services, Marketing Communications, Creative Services, Internal Communications, Integrated Marketing, Direct Marketing
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), English Literature
Carpenter Group 2007 - Present
Guardian Investments 2006 - 2007
Prudential Investments 2003 - 2005
Prudential Investments 1999 - 2003
UBS/PaineWebber March 1999 - October 1999
Williamhouse 1988 - 1998
Skills
Financial Services, Marketing Communications, Creative Services, Internal Communications, Integrated Marketing, Direct Marketing
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), English Literature
Christine Barbaro's UBS/PaineWebber Experience August 1992 - December 2000
Job Vice President Goldman Sachs
Industry Telecommunications
Experience
Goldman Sachs December 2003 - Present
Align December 2001 - October 2002
Constantine Walsh Lowe May 2000 - December 2001
Lehman Brothers December 2000 - March 2001
UBS/PaineWebber August 1992 - December 2000
Skills
Vendor Management, Nonprofits, Program Management, Change Management, Data Center, Leadership, MS Project, Management, Process Improvement, Project Management, Project Planning, Strategy, Project Portfolio..., PMO, SDLC, Governance, Team Leadership, IT Strategy, Microsoft Project
Education
NYU
Project Management
Pace University - Lubin School of Business
Business
Goldman Sachs December 2003 - Present
Align December 2001 - October 2002
Constantine Walsh Lowe May 2000 - December 2001
Lehman Brothers December 2000 - March 2001
UBS/PaineWebber August 1992 - December 2000
Skills
Vendor Management, Nonprofits, Program Management, Change Management, Data Center, Leadership, MS Project, Management, Process Improvement, Project Management, Project Planning, Strategy, Project Portfolio..., PMO, SDLC, Governance, Team Leadership, IT Strategy, Microsoft Project
Education
NYU
Project Management
Pace University - Lubin School of Business
Business
Vincent Lubowiecki's UBS/PaineWebber Experience July 1997 - October 2001
Job VP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2006 - Present
Merrill Lynch July 2005 - August 2006
Goldman Sachs October 2001 - July 2005
UBS/PaineWebber July 1997 - October 2001
Goodkind & O'Dea November 1996 - July 1997
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Financial Accounting, PeopleSoft
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1997
BS, Accounting
Credit Suisse August 2006 - Present
Merrill Lynch July 2005 - August 2006
Goldman Sachs October 2001 - July 2005
UBS/PaineWebber July 1997 - October 2001
Goodkind & O'Dea November 1996 - July 1997
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Financial Accounting, PeopleSoft
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1997
BS, Accounting
Gregory Esehak's UBS/PaineWebber Experience June 1988 - April 2003
Job Senior Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2004 - Present
UBS/Painewebber June 1988 - April 2003
EF Hutton 1982 - 1988
EF Hutton 1982 - 1988
Skills
Asset Management, Hedge Funds, Fixed Income, Mutual Funds, Equities, Portfolio Management
Education
Queens College 1975 — 1979
Batchelors, Accounting
Neuberger Berman January 2004 - Present
UBS/Painewebber June 1988 - April 2003
EF Hutton 1982 - 1988
EF Hutton 1982 - 1988
Skills
Asset Management, Hedge Funds, Fixed Income, Mutual Funds, Equities, Portfolio Management
Education
Queens College 1975 — 1979
Batchelors, Accounting
Richard Shanahan, MBA, CFP®'s UBS/PaineWebber Experience September 1999 - April 2002
Job Branch Manager at Raymond James Financial Services
Industry Financial Services
Experience
Shoreline Retirement Group, An Independent Firm May 2002 - Present
UBS/PaineWebber September 1999 - April 2002
Janney Montgomery Scott May 1993 - September 1999
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Series 24, Series 63, Uniform Combined State..., Retirement, Financial Advisory, Asset Allocation, Securities, Financial Modeling, Series 65, Series 7
Education
University of New Haven 1986 — 1988
Master of Business Administration (MBA), Information Systems
Central Connecticut State University 1972 — 1976
Bachelor's degree, Biology and Chemistry
Shoreline Retirement Group, An Independent Firm May 2002 - Present
UBS/PaineWebber September 1999 - April 2002
Janney Montgomery Scott May 1993 - September 1999
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Series 24, Series 63, Uniform Combined State..., Retirement, Financial Advisory, Asset Allocation, Securities, Financial Modeling, Series 65, Series 7
Education
University of New Haven 1986 — 1988
Master of Business Administration (MBA), Information Systems
Central Connecticut State University 1972 — 1976
Bachelor's degree, Biology and Chemistry
Nathan Katz's UBS/PaineWebber Experience June 1986 - March 2001
Job Owner, Capital Asset Management Counselors
Industry Financial Services
Experience
Capital Asset Management Counselors January 2006 - Present
UBS/PaineWebber June 1986 - March 2001
Morgan Stanley/Dean Witter May 1980 - June 1986
Merrill Lynch July 1977 - May 1980
Skills
Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Asset Managment, Customer Service, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Mutual Funds, Small Business, Portfolio Management, Capital Markets, Bonds, Finance, Securities, Financial Advisory, Tax, Wealth, Funding, Retirement, Estate Planning, Wealth Accumulation, Fixed Annuities, Investment Management, Series 7, 401k, Equities, Fixed Income
Education
Lehigh University 1976 — 1978
Finance
Wilkes University 1972 — 1974
Bachelor of Science (BS), Finance, General
Capital Asset Management Counselors January 2006 - Present
UBS/PaineWebber June 1986 - March 2001
Morgan Stanley/Dean Witter May 1980 - June 1986
Merrill Lynch July 1977 - May 1980
Skills
Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Asset Managment, Customer Service, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Mutual Funds, Small Business, Portfolio Management, Capital Markets, Bonds, Finance, Securities, Financial Advisory, Tax, Wealth, Funding, Retirement, Estate Planning, Wealth Accumulation, Fixed Annuities, Investment Management, Series 7, 401k, Equities, Fixed Income
Education
Lehigh University 1976 — 1978
Finance
Wilkes University 1972 — 1974
Bachelor of Science (BS), Finance, General
Frank Traina's UBS/PaineWebber Experience 1999 - 2001
Job Retired Executive Director, Wealth Management Advisory Group
Industry Financial Services
Experience
UBS Wealth Management August 2008 - Present
UBS 2002 - 2007
UBS/PaineWebber 1999 - 2001
PaineWebber Trust Company 1997 - 1999
Education
New Jersey City University 1969 — 1974
Accounting
UBS Wealth Management August 2008 - Present
UBS 2002 - 2007
UBS/PaineWebber 1999 - 2001
PaineWebber Trust Company 1997 - 1999
Education
New Jersey City University 1969 — 1974
Accounting
Alex Fishbein's UBS/PaineWebber Experience 1994 - 2003
Job Portfolio Manager at Millennium
Industry Financial Services
Experience
Millennium Partners November 2011 - Present
Citi Capital Advisors April 2007 - October 2011
Morgan Stanley 2003 - 2007
UBS/PaineWebber 1994 - 2003
Kidder Peabody 1993 - 1994
Education
University of Colorado at Boulder
Millennium Partners November 2011 - Present
Citi Capital Advisors April 2007 - October 2011
Morgan Stanley 2003 - 2007
UBS/PaineWebber 1994 - 2003
Kidder Peabody 1993 - 1994
Education
University of Colorado at Boulder
Nicolaos Kritikos's UBS/PaineWebber Experience July 1999 - January 2001
Job Senior Performance Analyst
Industry Financial Services
Experience
State Street December 2011 - Present
State Street Bank July 2006 - December 2011
First Kostas Corp April 2002 - March 2006
UBS/PAINEWEBBER July 1999 - January 2001
Skills
Financial Analysis, Process Improvement, Accounting, Account Reconciliation, Derivatives, Budgets, Auditing, Internal Controls, Trading, Software Documentation, Bloomberg, Fixed Income
Education
Suffolk University 2002 — 2006
Bachelor of Science, Business Administration
State Street December 2011 - Present
State Street Bank July 2006 - December 2011
First Kostas Corp April 2002 - March 2006
UBS/PAINEWEBBER July 1999 - January 2001
Skills
Financial Analysis, Process Improvement, Accounting, Account Reconciliation, Derivatives, Budgets, Auditing, Internal Controls, Trading, Software Documentation, Bloomberg, Fixed Income
Education
Suffolk University 2002 — 2006
Bachelor of Science, Business Administration
Louise Considine's UBS/PaineWebber Experience May 1997 - December 2003
Job Investment Management/Fundraising Expertise
Industry Investment Management
Experience
Independent February 2009 - Present
Fresh Start Financial February 2004 - December 2008
UBS/Painewebber May 1997 - December 2003
Experian Information Services May 1987 - April 1997
Skills
Venture Capital, Asset Management, Financial Advisory, Investments, Marketing, Finance, Risk Management, Sales, Fundraising
Education
American Graduate School of Business - Master of International Business Administration Program
Wharton Business School
CIMA, Investment Analysis
Independent February 2009 - Present
Fresh Start Financial February 2004 - December 2008
UBS/Painewebber May 1997 - December 2003
Experian Information Services May 1987 - April 1997
Skills
Venture Capital, Asset Management, Financial Advisory, Investments, Marketing, Finance, Risk Management, Sales, Fundraising
Education
American Graduate School of Business - Master of International Business Administration Program
Wharton Business School
CIMA, Investment Analysis
Amber Minter's UBS/PaineWebber Experience April 1993 - May 1996
Job Experienced Financial Office Manager
Industry Financial Services
Experience
Founders Capital Management, Inc. May 2015 - Present
Park Place Financial December 2014 - May 2015
Integrity Insurance Solutions April 2014 - November 2014
DSHS El Paso Psychiatric Center March 2012 - March 2014
El Paso Teachers F.C.U October 2008 - February 2012
Ameriprise Financial July 2007 - August 2008
Kaffie Investment Co June 1996 - June 2007
UBS/PaineWebber April 1993 - May 1996
Skills
Payroll, Invoicing, Office Management, Finance, Banking, QuickBooks, PeopleSoft, Financial Statements, Data Entry, Bookkeeping, Financial Accounting, Administrative..., Fixed Assets, Cash Flow, Microsoft Word, Internal Audit, Records Management, Tax, Cash Management, 10 Key, Microsoft Office, PowerPoint, Administration, SAP/ERP
Education
El Paso Community College 2013 — 2013
Continuing my education
Wisconsin Indianhead Technical Institute 1985 — 1987
Associate's Degree, Business Administration
Founders Capital Management, Inc. May 2015 - Present
Park Place Financial December 2014 - May 2015
Integrity Insurance Solutions April 2014 - November 2014
DSHS El Paso Psychiatric Center March 2012 - March 2014
El Paso Teachers F.C.U October 2008 - February 2012
Ameriprise Financial July 2007 - August 2008
Kaffie Investment Co June 1996 - June 2007
UBS/PaineWebber April 1993 - May 1996
Skills
Payroll, Invoicing, Office Management, Finance, Banking, QuickBooks, PeopleSoft, Financial Statements, Data Entry, Bookkeeping, Financial Accounting, Administrative..., Fixed Assets, Cash Flow, Microsoft Word, Internal Audit, Records Management, Tax, Cash Management, 10 Key, Microsoft Office, PowerPoint, Administration, SAP/ERP
Education
El Paso Community College 2013 — 2013
Continuing my education
Wisconsin Indianhead Technical Institute 1985 — 1987
Associate's Degree, Business Administration
Helene Purdy's UBS/PaineWebber Experience July 1987 - January 1998
Job Teacher Special EdLoudoun County
Industry Education Management
Experience
Loudoun County Public Schools September 2010 - Present
UBS/PaineWebber July 1987 - January 1998
Education
Arizona State University 1977 — 1981
BS, Finance
Loudoun County Public Schools September 2010 - Present
UBS/PaineWebber July 1987 - January 1998
Education
Arizona State University 1977 — 1981
BS, Finance
Christina Bonderer's UBS/PaineWebber Experience October 2000 - May 2002
Job Registered Sales Assistant
Industry Financial Services
Experience
Stephens Inc. December 2003 - Present
UBS/PaineWebber October 2000 - May 2002
Raymond James Financial Services November 1998 - October 2000
Skills
Series 7, Series 63, Life and Health Licensed
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts, Business Administration
Stephens Inc. December 2003 - Present
UBS/PaineWebber October 2000 - May 2002
Raymond James Financial Services November 1998 - October 2000
Skills
Series 7, Series 63, Life and Health Licensed
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts, Business Administration
Mary Sieredzinski's UBS/PaineWebber Experience 1990 - 1996
Job Associate, Equities Financial Control at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2012 - Present
NORTH FLORIDA MEDICAL SERVICES, LLC 2008 - February 2012
JACKSONVILLE SPEECH & HEARING CENTER, INC. 2006 - 2008
UBS/PaineWebber 1990 - 1996
Deutsche Bank Capital Corp. 1988 - 1990
Shearson, Lehman, Hutton, Inc. 1987 - 1988
Kidder, Peabody & Co., Inc. 1986 - 1987
Shearson, Lehman, Hutton, Inc. 1985 - 1986
Education
City University of New York-Baruch College
Master of Science, Taxation
City University of New York-Queens College
Bachelor of Arts, Accounting & Information Systems
Deutsche Bank August 2012 - Present
NORTH FLORIDA MEDICAL SERVICES, LLC 2008 - February 2012
JACKSONVILLE SPEECH & HEARING CENTER, INC. 2006 - 2008
UBS/PaineWebber 1990 - 1996
Deutsche Bank Capital Corp. 1988 - 1990
Shearson, Lehman, Hutton, Inc. 1987 - 1988
Kidder, Peabody & Co., Inc. 1986 - 1987
Shearson, Lehman, Hutton, Inc. 1985 - 1986
Education
City University of New York-Baruch College
Master of Science, Taxation
City University of New York-Queens College
Bachelor of Arts, Accounting & Information Systems
Louis Yip's UBS/PaineWebber Experience September 1997 - April 2009
Job Senior Programmer Analyst
Industry Information Technology and Services
Experience
UPS July 2014 - Present
Merrill Lynch April 2011 - May 2014
UBS September 2009 - February 2011
UBS/PaineWebber September 1997 - April 2009
SEER Technologies, Inc. June 1991 - September 1997
SEER Technologies, Inc. June 1990 - June 1991
Computer Associates, Inc October 1988 - August 1990
Online Software International, Inc. September 1987 - October 1988
Self-Employed March 1985 - September 1987
New Yok University June 1981 - March 1985
Skills
SDLC, Business Analysis, DB2, IBM Mainframe, Java, Testing, CICS, Databases, Requirements Analysis, Mainframe, Analysis, Quality Assurance, Business Requirements, Software Development, Software Project..., Program Management, COBOL, Microsoft Excel, Integration, Agile Methodologies
Education
New York University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
UPS July 2014 - Present
Merrill Lynch April 2011 - May 2014
UBS September 2009 - February 2011
UBS/PaineWebber September 1997 - April 2009
SEER Technologies, Inc. June 1991 - September 1997
SEER Technologies, Inc. June 1990 - June 1991
Computer Associates, Inc October 1988 - August 1990
Online Software International, Inc. September 1987 - October 1988
Self-Employed March 1985 - September 1987
New Yok University June 1981 - March 1985
Skills
SDLC, Business Analysis, DB2, IBM Mainframe, Java, Testing, CICS, Databases, Requirements Analysis, Mainframe, Analysis, Quality Assurance, Business Requirements, Software Development, Software Project..., Program Management, COBOL, Microsoft Excel, Integration, Agile Methodologies
Education
New York University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
Dorian Marino's UBS/PaineWebber Experience June 2000 - December 2001
Job Audio Visual Technician
Industry Telecommunications
Experience
Electrosonic, Inc. August 2014 - Present
AVI-SPL May 2009 - August 2014
PHOENIX TECHNOLOGY PARTNERS May 2008 - March 2009
ROY JORGENSEN ASSOCIATES, INC. July 2005 - November 2007
SPL INTEGRATED SOLUTIONS November 2002 - July 2005
Anchor Audio, Inc. September 2002 - October 2002
IMPACT VIDEO April 2002 - October 2002
UBS/PAINEWEBBER June 2000 - December 2001
UMDNJ - University of Medicine & Dentistry of New Jersey January 1994 - June 2000
Skills
Microsoft Office (Word,..., Video conferencing..., Audio Visual equipment..., Video, Sound, Networking, Multimedia, Software Installation, Technical Support, Audio Engineering, Trade Shows, Training, Management
Education
Montclair State University 2013 — 2015
Bachelor's degree (expected August 2015), History
MORRIS COUNTY COLLEGE 1993 — 1995
Associate of Arts, General Studies
Electrosonic, Inc. August 2014 - Present
AVI-SPL May 2009 - August 2014
PHOENIX TECHNOLOGY PARTNERS May 2008 - March 2009
ROY JORGENSEN ASSOCIATES, INC. July 2005 - November 2007
SPL INTEGRATED SOLUTIONS November 2002 - July 2005
Anchor Audio, Inc. September 2002 - October 2002
IMPACT VIDEO April 2002 - October 2002
UBS/PAINEWEBBER June 2000 - December 2001
UMDNJ - University of Medicine & Dentistry of New Jersey January 1994 - June 2000
Skills
Microsoft Office (Word,..., Video conferencing..., Audio Visual equipment..., Video, Sound, Networking, Multimedia, Software Installation, Technical Support, Audio Engineering, Trade Shows, Training, Management
Education
Montclair State University 2013 — 2015
Bachelor's degree (expected August 2015), History
MORRIS COUNTY COLLEGE 1993 — 1995
Associate of Arts, General Studies
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS