Ubs
Executive Director and Head of Mutual Funds Product Management - Investment Products
Ubs 2009 - 2014
Director and Mutual Funds Program Manager - Retirement Income and Fund Services
Ubs Mar 2007 - Apr 2009
Director and Business Manager - Retirement Consulting Services
American Express Jan 2004 - Dec 2006
Vice President and Business Intelligence - Travelers Cheque and Prepaid Services
American Express Jan 2002 - Jan 2004
Vice President and Client Marketing - Banking, Brokerage and Managed Products
Education:
Nyu Stern School of Business
Master of Business Administration, Masters, Marketing, International Business
Rutgers University - Newark
Bachelors, Bachelor of Science, Marketing
Sifma and Wharton School of Business
Skills:
Product Management Financial Services Mutual Funds Investments Wealth Management Relationship Management Business Intelligence New Business Development Competitive Analysis Asset Management Risk Mitigation Regulatory Compliance Internal Controls Process Improvement Team Building and Leadership Strategic Planning/Execution Contract Negotiations Product Portfolio Oversight Market Share Growth Start Up Leadership Turnaround Leadership
Hospitality RepresentativeDedicated Micros Chantilly, VA Sep 2010 to Jul 2011 Office ManagerOrkin Commercial Services Forestville, MD May 2007 to Sep 2010 Account ManagerOrkin Commercial Services
2008 to 2008 Professional Sales, Selling ConferenceAlbion Capital, Inc Washington, DC Feb 2006 to Mar 2007 Director of AdministrationErnst & Young, LLP Washington, DC May 1997 to Jan 2006 Executive AssistantBennett & Turner Washington, DC Oct 1994 to Aug 1996 Executive Assistant to the President and CEO
Education:
University of Phoenix 2005 Bachelor of Science in Business AdministrationPotomac High School Woodbridge, VA 1982
Skills:
Data base management NetSuite
Name / Title
Company / Classification
Phones & Addresses
Traci Simpson Chairman, Secretary
BOBCAT CHEERLEADING BOOSTER CLUB, INC Business Services at Non-Commercial Site · Nonclassifiable Establishments · Membership Sport/Recreation Club
5601 Carriage Ln, Fort Lauderdale, FL 33331 6211 SW 166 Ave, Fort Lauderdale, FL 33331 15015 Windover Way, Fort Lauderdale, FL 33331 19420 NW 8 St, Hollywood, FL 33029
Marceline MissouriTechnical Support Adviser at Herff Jones Have been in the printing business for 19 years. Adobe Certified Expert, InDesign CS4, CompTia A+ certified, working towards Microsoft Certifications and a... Have been in the printing business for 19 years. Adobe Certified Expert, InDesign CS4, CompTia A+ certified, working towards Microsoft Certifications and a Business Administration Degree.