Robert Amenta ’07
Robert Amenta ’07 has been involved with the NYC Alumni Mentor Program since its inception in 2010. In addition to the mentor program, Rob is an active member of UConn NYC Alumni Chapter. Currently, Rob is a high yield bond analyst at ING Investment Management in New York, where he has worked since 2012. His day-to-day responsibilities include investment research and recommendations, trading and portfolio management for a multi-billion dollar global high yield bond fund. Prior to ING, Rob worked as a sell-side high yield analyst at Credit Suisse and in the healthcare banking group at Crédit Agricole. Rob graduted Magna Cum Laude from the University of Connecticut in 2007, majoring in finance and minoring in economics. He is also a CFA Charterholder.
– Robert Amenta ’07
Don Anderson ’99
Don Anderson ’99 is Vice President and Managing Officer at the Federal Reserve Bank of Boston. In this capacity, he is responsible for the strategic direction and operations of the Federal Reserve System’s Internet Cyber Security and Identity Management services which support in excess of $5 trillion daily transaction volume. Don is currently chair of the IT organizations managing officers responsible for the establishment and coordination of major initiatives. Prior to joining the Federal Reserve, Don was a senior consultant with HP Services focused on the development and execution of IT transformation strategies for Fortune 500 companies. While at HP, Don successfully managed a number of multi-million dollar international programs. He holds a BS degree from the University of Connecticut and an MBA from Bentley University.
– Don Anderson ’99
Ed Anderson ’86
Ed Anderson ’86 is an Assistant Vice President and Project Manager at State Street Corporation in Boston, MA. Ed has managed various types of IT projects for over the past 20+ years. Over this time, Ed has managed large scale projects for several companies working primarily in the financial services industry. While at UConn, Ed was a member of WHUS Radio from 1983 to 1986 working as a disc jockey and also announcing various UConn sports game. He served as Operations Manager of the radio station from 1985 to 1986. Since 2012, Ed has worked with the School of Business to support a mentoring program matching current SBA students with UConn alumni in the Boston area. Ed earned his Bachelor of Science in Marketing at UConn in 1986 and a Masters of Science in the Management of Projects and Programs from Brandeis University in 2007. Ed has also been a certified Project Management Professional (PMP) since 2003.
Julia Balakrishnan ’10
Julia Balakrishnan ’10 received her Bachelors of Science from the University of Delaware in 2010, with a major in marketing and international business and a minor in Spanish. She is currently working towards her MBA from the University of Connecticut, with a concentration in marketing and management. She will be graduating in December 2015. After graduating from UDel, Julia has held various positions within marketing. She started her career in marketing research at Millward Brown, then transitioned into brand marketing at the Sun Products Corporation. Today, she’s a Brand Manager at Nestle Waters North America in Stamford, CT. Outside of work and school, Julia loves traveling, family & friends, running, cheering for the HUSKIES and all things food!
Angela Balduyck ’10, ’11 MBA
Angela Balduyck ’10, ’11 MBA is a Marketing Assistant at WÜSTHOF-TRIDENT OF AMERICA. She is responsible for the company’s marketing initiatives including, managing their website, social media and public relations. Prior to working at WÜSTHOF, Angela worked for the Stamford Public Education Foundation (SPEF) where she managed volunteer programs for the Stamford Public Schools and coordinated all of the marketing plans. Angela is a proud Husky! She holds a Bachelor of Science in Communications and an MBA in Marketing from the University of Connecticut. During her undergraduate program, Angela embarked on a Semester at Sea through the University of Virginia and studied in Spain, Italy, Greece, Croatia, Montenegro, Turkey, Egypt and Morocco. She has continued her passion for travel and in her spare time, Angela takes as many trips as possible. Angela loves to emerge herself into other cultures and explore the world. Angela is a big believer on giving back to the community. She is a member of Big Brother Big Sister, sits on the Marketing Committee for SPEF and is regularly found running a race for a cause. She also enjoys painting, bikram yoga, hiking, reading fictional books and making a home-cooked meal.
Dan Bartilotti ’08
Dan Bartilotti ’08 was born and raised in Dunellen, NJ, and attended UCONN from 2004-2008. Upon graduating from school, he went to work in a finance rotational program Kuehne-Nagel, one of the biggest logistics providers in the world, located in Jersey City, NJ. After a few months in the program, he was assigned to work on a financial transformation project in Las Vegas, working with a newly acquired company. After a little less than a year in Las Vegas, Dan moved back to NJ where he worked as a financial controller specializing in contract logistics. After three years moving around Kuehne-Nagel, he took an analyst position at Moody’s in New York City. Primarily focusing on forecasting and budgeting, Dan also became well versed in capital markets, as well as got exposure to the software consulting component of Moody’s business. While at Moody’s Dan began going for his MBA at Rutgers University, and will graduate in May 2015. After three years at Moody’s, and with some consulting exposure, Dan decided he wanted to focus primarily on management consulting. He currently works at PwC in New York City, as part of their management consulting group.
– Dan Bartilotti ’08
Daniel Beardsley ’13
Daniel Beardsley ’13 is an equities trader at Trillium Trading, the proprietary trading arm of New York City-based Trillium Management. He was Vice President of UConn’s Beta Alpha Psi chapter and was also an active member of the Finance Society. He graduated from UConn in 2013 with a degree in Finance, and first joined the NYC Alumni Mentor program as a mentee at its inception in 2010. He is also an alumnus of UConn’s Honors Program, for which he authored a thesis entitled “Business Financing and Equity Valuation Differences in Emerging Markets.” Dan lives in Manhattan, where he enjoys playing basketball and checking out new restaurants in his free time.
Monika Bergander ’07
Monika Bergander ’07 received her Bachelors of Science in Business Administration from the School of Business, with a major in finance and minor in International Studies. Monika also participated in the UConn Study Abroad program in London, England at City University for one semester. While at UConn, Monika was a member of Kappa Kappa Gamma and Delta Sigma Pi, a professional fraternity to foster the study of business. After graduation, she moved to New York City and joined S&P Capital IQ where she eventually became a Director of Sales specializing in the investment management space. After six years at S&P, she left in 2012 and joined a startup company called Relationship Science, a technology solutions company working directly with executive teams to create competitive advantage. She remains involved with UConn by participating in the Mentor Program since its origination, which has been an excellent way to stay connected to the University and mentor undergraduate students interested in the business field. In her spare time, Monika also performs improv comedy and studied at the Upright Citizens Brigade Theater in New York City.
– Monika Bergander ’07
Ethan Beschler ’10
Ethan Beschler ’10 is a Global Business Development Analyst at GE, where he is responsible for executing the mergers & acquisitions strategy across GE’s industrial businesses. He graduated from UConn in 2010 with a major in Finance and a minor in Economics. At UConn he was Co-President of the Finance Society and an investment analyst in the Student Managed Fund. He started his career at GE in the Financial Management Program, where he gained experience in manufacturing and financial services businesses. He then spent two years as a financial analyst in the Investment Strategies group at GE Asset Management, where he was responsible for analyzing the operating metrics used to drive strategic decision making at the GE Pension Trust. In his spare time, he is passionate about music, reading, and international volunteering.
– Ethan Beschler ’10
Tiffany Betz ’14
Jay Bhagat ’14
Jay Bhagat ’14 is an Associate at Richter Bober Asset Management in Darien, CT. As an undergrad, Jay was Co-President of the Finance Society and a Brother of the Kappa Sigma Fraternity. Jay is an avid UConn Basketball and New York Yankees fan. Outside of work, Jay enjoys boxing, music and writing.
– Jay Bhagat ’14
Jackie Blodgett ’13
Jackie Blodgett ’13 joined The Hartford two years ago as a participant of the Leadership Development Program. I have been in two roles; a business analyst on the Learning, Knowledge and Development Team and a process analyst/project manager on the Personal Lines Process team. I am currently in my third role as a digital consultant on the Small Commercial Digital Marketing and Strategy team. I graduated from UCONN with a major in Management (entrepreneurship concentration) and I am currently pursuing my MBA at UHART. As a business analyst, I worked on ways to improve employee engagement and increase workforce enablement. As a process analyst, I analyzed current procedures and constantly looked for ways to improve them. As a project manager, I took a multi-year project through implementation and control while also handling the change management. I am born and raised on the coast of Connecticut and enjoy the ocean life, basketball and photography.
– Jackie Blodgett ’13
Jason Bomberger ’08
Jason Bomberger ’08 is a Senior Associate within the PricewaterhouseCoopers LLP. NY Metro Risk Assurance Financial Services Practice. Throughout his career at PwC, Jason has leveraged his MIS background to facilitate effective integrated audits and enhanced understanding of ERP security and IT General Controls. Jason has developed his niche in working primarily within the Insurance and Banking Capital Markets industries as well as tracking Dodd Frank Regulation development and implications.Additionally, Jason is also a professional coach and founder of ‘Next Step Coaching’ whom prides himself in assisting young professionals align with their personal values to mold sustainable, long term careers.Outside of the office Jason also enjoys exploring all that New York City has to offer, exposing himself to new cultures, and obsessing over UConn basketball.
Dave Boudreau ’14
Dave Boudreau ’14 received his Bachelors of Science from the University of Connecticut in 2014, with a major in finance. He currently works at Travelers as a member of the Financial Management Leadership Development Program (FMLDP), which is a 3-year rotational program. During his 1st year in the program, he worked in a financial reporting role within Corporate Treasury, while also serving as a Personal Insurance analyst on the Corporate Financial Planning & Analysis team. In his current role as a 2nd year member of the program, he works as a financial analyst within Travelers’ Bond & Specialty Insurance segment. While at UConn, Dave was an actively involved member of the Business Connections Learning Community and served as an Undergraduate Fund Manager with the Student Managed Fund in the School of Business as a senior. In his free time, Dave enjoys playing music, long distance running, and watching his beloved UConn Huskies and New York Mets.
– Dave Boudreau ’14
Chris Brown ’13
Chris Brown ’13 is a senior in EY’s Financial Accounting Advisory Services practice, working out of EY’s Boston office, where he assists clients with various technical accounting issues. Chris joined EY in February 2016, and, to date, has primarily assisted clients with accounting change. Prior to working for EY, Chris worked as a Postgraduate Technical Assistant at the Financial Accounting Standards Board (FASB) where he performed research on and presented analyses of proposed changes to specific accounting standards and to the FASB’s Conceptual Framework. Chris graduated with honors from the University of Connecticut School of Business in 2013 with a Bachelor of Science, where he majored in Accounting and minored in Anthropology. In 2014, Chris graduated with a Master of Science in Accounting. Chris was born in Norwich, CT, and in his spare time Chris enjoys going to Fenway to watch the Sox, playing softball, going to the beach, and explaining the Ideal Gas Law to Jets fans.
– Chris Brown ’13
Lindsay Bubbico ’09
Lindsay Bubbico ’09 is a Managing Associate in Finn Partners’ Consumer | Technology Practice. She has extensive experience developing media campaigns and product launches for clients across a variety of industries including high tech, finance, consumer electronics, mobile, and wireless.Lindsay joined Finn Partners in 2011 and has since worked with several clients including Brooks Bell, Clear Channel Outdoor, CTIA, Dress For Success, Elektrobit, Entropic, IPC, Irdeto, Perkins+Will, Pinnacle Vodka, SNAP Interactive, SunGard, and iYogi. Prior to Finn Partners, Lindsay honed her PR skills at Crenshaw Communications, where she handled the agency’s Twitter presence in addition to social media and local and national media relations for Sharp Electronics and Verizon Wireless, and also conducted media relations for HopeLine from Verizon, the wireless carrier’s mission to end domestic violence.Lindsay graduated from the University of Connecticut with a B.A. in Spanish and a double minor in Communications and International Studies. She grew up in Connecticut and currently lives in Astoria, New York.
– Lindsay Bubbico ’09
Laura Carpenter ’06
Laura Carpenter ’06 is a Senior Account Supervisor at Fidelity Investments. While working for the firm’s internal advertising agency, Laura’s primary focus is executing marketing projects for high-net-worth clients. Prior to her current role, Laura worked on the communications team within Fidelity’s Benefits Consulting group. She managed benefits related communications for Fidelity’s recordkeeping clients. Her career began at Fidelity in 2006, where she started as a financial representative at the Park Avenue investor center. In 2007 she transitioned to the role of client service specialist, assisting with high-net-worth retail clients. She briefly left Fidelity for Metropolitan Real Estate Equity Management, LLC in 2008. She worked in investor relations for three years at the real estate fund-of-funds headquartered in New York City. Although she has been in the financial services industry for the entirety of her career, Laura graduated from the University of Connecticut in 2006 with a degree in Women’s Studies.
– Laura Carpenter ’06
Charles Cavanna ’09
Charles Cavanna ’09 is currently pursuing an MBA at Columbia Business School where he is concentrating on Finance and the energy industry. Before business school, Charlie spent 5 years at The Royal Bank of Scotland. He spent his first two years in Corporate Interest Rate Derivative Sales where he advised clients on the structuring, execution and management of interest rate derivative products. He spent his final three years in Debt Capital Markets, advising on and executing debt capital raises for RBS’ large corporate clients. Through both rotations, Charlie focused on the energy sector, working with oil & gas, utility and project finance clients. Charlie graduated Summa Cum Laude with a Bachelor of Science in Finance from the University of Connecticut where he was a member of the men’s rugby team.
– Charles Cavanna ’09
Kyle Cecchini ’08
Kyle Cecchini ’08 graduated from the UConn School of Business in the Spring of 2008 with a degree in Finance. Prior to graduating he had done internships for C&S Wholesale Grocers, The Hartford, & Goldman Sachs. Kyle accepted a full time position at Goldman Sachs working in Operations on their Structured Credit Derivative team, which he started in July 2008. During his time at Goldman he worked mainly in New York City, but spent 5 months in Hong Kong on an exchange program. In 2012 Kyle left Goldman Sachs and began working at a Hedge Fund in New York City, Saba Capital Management, where he is currently employed.
– Kyle Cecchini ’08
Max Chanoch ’09
Max Chanoch ’09 graduated in 2009 with a BS in International Business and a minor in Philosophy. Max held numerous Greek, community and business leadership positions at UConn and spent half of his senior year working at the Innovation Accelerator, a startup incubator for technology firms. After a summer in Maine as a white water raft guide Max interned with a technology entrepreneur in New York City, helping build software and write business plans/ market entry strategies. In 2010 Max accepted a position at comScore as a Client Service Analyst, where he collaborated with telecommunication companies like T-Mobile and Sprint on mobile purchasing behaviors. In July 2011, Max transitioned to a full time product position at Worldnow. While at Worldnow Max helped develop, integrate and roll out enterprise solutions such as direct email, global analytics, mobile responsive technologies and new video architecture. Max transitioned from local media to the brand side in January 2014 at Justin Alexander, Inc. where he helped standardize global and digital operations. Max also incorporated an electronic resource planning system for U.S., EU, and UK offices. In January 2015 Max returned to full time product development at Kargo where he helps lead the company wide effort to move from a service to technology firm. In addition to developing platform and advertising solutions, Max is moving the engineering and product team from waterfall methodology to agile and scrum development.
– Max Chanoch ’09
David S. Charles ’99
David S. Charles ’99 is the Program Manager of Enterprise Analytics Strategy for John Deere where he leads the development and implementation of strategies and initiatives maximizing the impact of analytics. Previously, David led the Consumer Engagement Analytics team for CVS Health’s Pharmacy Benefits Management (PBM) business where he developed engagement programs targeting customers with messages and offers that improved healthcare outcomes. Prior to joining CVS Health, he developed growth and service delivery strategies for companies in telecommunications, media, and related high-tech sectors as a strategy consultant with Altman Vilandrie & Company. Outside of work, David volunteers on the Executive Committee for the Travelers Championship and the Board of Directors for Connecticut Hugh O’Brian Youth Leadership (HOBY). David earned his MBA from the Tuck School of Business at Dartmouth and his BS in Management Information Systems from the University of Connecticut.
– David S. Charles ’99
Kyle G. Cloukey ’07
Kyle G. Cloukey ’07 is an Associate on the Equity Derivatives Flow Sales desk at JPMorgan, where he works as a coverage salesperson for US hedge funds and other institutional asset managers. Mr. Cloukey is a generalist, covering all industry sectors; his product expertise includes US listed single-stock and index equity options, VIX, variance swaps, volatility swaps, delta-1, and light exotics. Mr. Cloukey has been with JPMorgan since 2009, and has prior experience within the firm in a support capacity for the desk he currently works on. Prior to joining JPMorgan, Mr. Cloukey was part of the pension consulting team at Hewitt Associates in Norwalk, CT from 2007 – 2009. Mr. Cloukey is an MBA candidate at Columbia University, he graduated from the University of Connecticut in 2007 with a BS in Finance, he is a CFA Charterholder, and he holds the Series 7, 55, and 63 licenses.
– Kyle Cloukey ’07
Susan Connors ’88
Susan Connors ’88 is a Connecticut native who graduated from the University of Connecticut with a Bachelor of Science in Business Administration in 1988 and the University of Connecticut School of Law with a Juris Doctor with honors in 1991. Judge Connors began practicing with the law firm of Schatz & Schatz, Ribicoff & Kotkin in 1991 where she remained until 1995 when she and her partners formed their own practice, Krevolin, Roth & Connors, LLC. She was a trial attorney whose practice initially had an emphasis in commercial litigation and later in personal injury and family law matters. Judge Connors was an Adjunct Professor at the University of Connecticut School of Law and has volunteered her time and service to various organizations, boards and commissions. In 2003 she received the Secretary of State’s Public Service Award. She has served as Chairperson of the Home Inspection Licensing Board for the State of Connecticut, President of the Hartford Association of Woman Attorneys and as a board member of the Harbor Management Commission for the Town of Old Lyme. She has also been a member of various professional and civic organizations. Judge Connors was nominated to the Superior Court Bench in March of 2010. She was initially assigned to the New Haven Judicial District where she presided over criminal matters. Currently, she is the Presiding Judge of family matters for the New London Judicial District. She serves on the Education Committee for Connecticut’s judiciary, has taught at the Judge’s Institute and has been a key note speaker at various organizational events.
Matt Conway ’11
Matt Conway ’11 graduated from UConn’s School of Business where he studied Finance. While at UConn, Matt was active in the Finance Society, BUSY Mentor Program, and HuskyTHON. Matt also interned at Aetna during his junior and senior year before moving onto GE Capital’s Financial Management Program.Post-graduation, Matt worked at GE Capital until July 2013 when he left the company and moved back to Hartford, CT to focus on his inner city youth development and mentoring program, The RiseUP Group, Inc). In addition to RiseUP, Matt is currently a Project Manager at CareCentrix, the nation’s leading benefits management company focused on effectively managing home-based care. A job that he fell into because of the relationship he built with a former boss and mentor from Aetna that moved over to CareCentrix.
– Matt Conway ’11
Tom DeVivo ’77
Tom Devivo ’77 is a controller at Elite Construction Rentals in East Hartford, CT. He received both his Bachelor of Science in Accounting and in 1998 his MBA in Finance from UConn. Tom has spent many years working in the transportation field having worked for four bus companies, a truck leasing company and a car leasing company. He has also worked for three non-profit organizations and for Subway. Although he has mainly held accounting positions over his career, in 2011 he decided to change careers and worked for two years as sales representative for Peter Pan Bus Lines blending his accounting and people skills to cost out and sell bus charters from $250 to $75,000 each.
The joy of Tom’s life is helping others and he has been a volunteer firefighter, Lions Club member, high school and youth sports volunteer and an active member of his church.
Tom is looking forward to new opportunities both professionally and personally that will be made possible through his commitment to life-long learning. An avid reader of non-fiction books and listener to several podcasts a week he is looking forward to sharing with students in the mentoring program the activities and people that have enriched his life. His wife Laurie is also a UConn grad and they enjoy volunteering together, traveling and hiking. Tom’s hobbies include gardening with his tractor, biking and reading.
– Tom Devivo ’77
Eric DiFiore ’13
Eric DiFiore ’13 grew up in Wethersfield, CT attending East Catholic High School in Manchester, CT. For his undergraduate degree he attended Fordham University in the Bronx, NY graduating with a B.A. in Economics (Omicron Delta Epsilon) before heading to UConn to start his graduate studies. Eric has previously worked for Conning Asset Management and The Hartford before taking on his current role at MetLife in their Investment Management Compliance and Legal Affairs group. In Eric’s spare time, he likes to run (currently training for the New York City marathon), play softball and travel. He is a huge New York sports fan (Yankees, Giants & Rangers) and enjoys going to games whenever he gets the chance. One of Eric’s favorite memories from getting his M.B.A. at UConn was being able to travel throughout China while taking two international courses. He is one of many in his family to have attended UConn and takes great pride in being active in the alumni community.
– Eric DiFiore ’13
Benjamin Duell ’07
Benjamin Duell ’07 helped kick start the Alumni Mentor Program in 2010. He is currently an investment banking associate in the industrials group at Goldman Sachs. Previously, Ben was one of the first employees at Teneo Holdings, an independent advisory firm. He began his career at General Electric in the Financial Management Program, holding various financial planning and restructuring roles within GE Capital. Ben holds a BS in Finance from the University of Connecticut where he served as president of the Tennis Club and was selected as an Outstanding Undergraduate Finance Student, and an MBA from the Tuck School of Business at Dartmouth where he was Co-Chair of the Auto & Moto Club. Ben is a CFA charterholder and an avid automotive enthusiast.
– Benjamin Duell ’07
Kari Carpenter Ebert ’10, ’11 MSA
Kari Carpenter Ebert ’10, ’11 MSA is a Manager in the Financial Accounting Advisory Services practice of Ernst & Young (EY) in Boston. Since joining EY in 2012, Kari has primarily focused on assisting clients with various capital markets transactions, including IPOs, carve-outs, business combinations, and debt offerings. Prior to starting at EY, Kari was nominated by UConn’s Accounting department and selected for a position as a Postgraduate Technical Assistant at the Financial Accounting Standards Board (FASB), where she researched technical issues and prepared and presented analyses pertaining to several accounting standards. Kari graduated with honors from the University of Connecticut with a Bachelor of Science in Business Administration with a Major in Accounting, and a Master of Science in Accounting. She also holds a Certified Public Accountant (CPA) license in the Commonwealth of Massachusetts. In her spare time, Kari enjoys travel, photography, and cheering for UConn basketball!
– Kari Ebert ’10, ’11 MSA
Jude Faella ’07
Jude Faella ’07 is an Advertising Sales Account Executive with The NBC Sports Group working on properties including the Premier League, MLS, NHL, Formula 1, Tour de France, Triple Crown, and more. A proud 2007 UConn graduate, Jude pursued his passion for TV Production and sports beginning his career with the NBC News Ad Sales and Marketing team from 2007-10. After working on the 2010 Vancouver Winter Olympics and 2012 London Summer Olympics, Jude refocused his efforts to enhancing NBC’s soccer portfolio. He worked closely with the divisions of Production, Marketing, Sales, and Finance to structure the strategy and sale of NBC’s newest acquisition, the Premier League.Outside of work, Jude volunteers with NYC’s City Harvest and various endeavors for the Ryan P. Faella Foundation. In addition to his love of all things UConn, Jude is a passionate Tottenham Hotspur supporter and hails from the great state of New Jersey. He and his wife Stacey currently reside in Hoboken, NJ.
– Jude Faella ’07
Nick Field ’07
Nick Field ’07 is currently a Senior Wealth Strategy Associate at UBS Private Wealth Management in Washington DC, where he is a multi-asset class portfolio strategist for his team’s ultra-high net worth clients. After graduating with his B.A. in Economics from UConn, Nick started his career as an equities trader at Trillium Trading, the proprietary trading desk of a family office based out of New York City, where he achieved the ‘Rookie of the Year’ award for top P&L performance. After five years as a trader, Nick headed down to Sao Paulo, Brasil to help a former coworker launch a 500 Startups funded gourmet food and wine e-commerce company serving the Brasilian market. Nick also holds the Chartered Altenative Investments Analyst (CAIA) designation. Nick is deeply passionate about education and mentoring, and has been with the Alumni Mentor Program since its inception and also serves as an advisor to the RiseUP Group which is headed by fellow alum Matt Conway.
– Nick Field ’07
Robin Fowler ’97
Robin Fowler ’97 is the Assistant Vice President at Wentworth, DeAngelis & Kaufman Insurance in Farmington, CT. She is responsible for navigating the insurance world for employers and their employees, and maintains a book of 200 clients both locally and nationwide. Before her 11 years at WDK, she owned her own advertising agency that specialized in media buying, event planning, and campaign design. She has served the Indian Valley Family YMCA for eight years, first as Chairman of the Financial Development Committee, then five years as Chairman of the Board during which she was instrumental in opening a new facility, and now serves on the Executive Committee. During her tenure as Chairman of the Board, Robin was also a trustee on the board of their parent organization, the Greater Hartford YMCA. She has a thriving family, and is highly involved in the fundraising, organization, and scheduling for her two sons’ many sports teams. She graduated from UConn in 1997 with a Bachelor of Science in Marketing.
Stephanie Garrison ’08
Stephanie Garrison ’08 has been at Morgan Stanley since March 2010. She began her career in Commodities Operations after finishing the operations analyst program. In 2013 she accepted a mobility opportunity and moved to the Collateral Management Division within Derivatives Operations. She has since been promoted to Director and manages a team of three employees. Stephanie received a .B.A. from the University of Connecticut Business School. She is a volunteer at the Carter Burden Center for the Aging and lives in Manhattan.
Viktoriya Gelfand ’08
Viktoriya Gelfand ’08 graduated from the UConn School of Business in the Spring of 2008 with a degree in Business Administration. During the summer before her senior year, she did an internship at UBS Investment Bank in Stamford, CT. Viktoriya accepted a full time position at UBS working in Operations on their Structured Equity Derivatives team. In 2013, Viktoriya left UBS and began working as a Financial Services Consultant at Ernst and Young in New York City, where she is currently employed.
Andrew Giangrave ’92
Andrew Giangrave ’92 is currently Managing Director and Head of Problem Loan Management at CIT. Prior to his current role, Andrew led a team overseeing the underwriting and management of a $1.2B portfolio of leveraged loans. Prior to joining CIT, Andrew was Senior Vice President at GE Commercial Finance. As a member of the distressed investment group he was responsible for originating, assessing, and managing distressed debt and equity investments across multiple industries. Prior to that, he was a Vice President in leveraged lending with a focus on the middle market. Andrew holds an M.B.A. from Columbia University and a B.S. in finance from the University of Connecticut.
Michael P. Golden ’84 MBA
Michael P. Golden ’84 MBA has over 35 years of insurance industry experience. In August 2016 he joined RiskMatch Inc. of Greenwich, CT as Chief Market Engagement Officer. Previously he served as Head of Broker Relationship Management and Distribution for the Zurich Insurance Group’s corporate account business in North America and Strategic Broker Relationship Leader for Fireman’s Fund Insurance Company. Additionally he has been the Chief Operating Officer and Sales Leader for Willis’ Global Technology, Media and Telecommunications industry group and Marsh Inc’s Chief Market Relationship Officer, Global Industry Practice Chairman and Head of New York and New England Operations. Mike is also currently serving as an Advisory Partner to Bluewater International.
He has served in the U.S. Navy as a Nuclear Submarine Officer and a Naval Intelligence Officer. He holds a B.S. degree from the U.S. Naval Academy and an M.B.A from the University of Connecticut. Mike and his wife Deborah, a retired Mathematics Professor at Norwalk Community College, are residents of Stamford, CT.
Zack Gould ’06
Zack Gould ’06 is a founder of G&N Insurance, with two offices in Massachusetts. After graduating from The University of Connecticut School of Business, with a concentration in Risk Management Insurance, Zack took an outside sales position at a Fortune 100 firm in downtown Boston. In his first year of sales, he was awarded Rookie of the Year and was the top producer nationally for the organization in his tenure. In January 2010, Zack co-founded G&N Insurance with his business partner. Within five years in business, G&N Insurance opened two offices and built a team of 20 . Zack is an avid Boston-sports, enjoys trying new restaurants, golf, celebrating with family and friends, and spending time with his wife and baby boy Mason.
Sujata Hingorani ’09
Sujata Hingorani ’09 currently works in the Financial Institutions Group at Lazard Asset Management. Prior to joining Lazard, she worked in sales at Van Eck Global and the Portfolio Advisory Group at UBS Financial Services. In her spare time she is a Big Sister for Big Brothers Big Sisters, member of 100 Women in Hedge Funds and enjoys traveling, electric cuisines and Bollywood dancing.
– Sujata Hingorani ’09
Armond Hodge ’16 MBA
Armond Hodge ’16 MBA is a Financial Management Associate at Gartner, in its MBA Finance Rotational Development Program (FDRP). Prior to Gartner, Mr. Hodge worked for 3 years at Skadden, Arps, Slate, Meagher and Flom LLP as a Financial Reporting Analyst. Previous experience also includes Corporate Development Analyst at AboveNet Communications, now Zayo Holdings Group, where he was responsible for strategic M&A initiatives, investor relations and corporate financial planning and analysis.
Mr. Hodge holds an undergraduate degree from Providence College and an MBA from The University of Connecticut’s School of Business. While enrolled in UConn’s MBA Program, Mr. Hodge was inducted into the School of Business Hall of Fame.
Kristine Hodlin ’77
Kristine Hodlin ’77 is a Vice President of Information Technology at State Street Corporation in Boston, MA. Kristine earned a MS in Mathematics from UCONN and has worked at various companies in Boston MA managing IT professionals to build Financial System Solutions for both Internal and External Business and Client partners. Her current role is focused on servicing State Street’s Performance and Analytics, Compliance and Fund Administration Divisions to collaborate on Business Strategy, Product Development, Client IT Strategy and Sales Support. In addition to her professional role, Kristine is involved in several local community organizations serving as Chair of Milton Library Trustees, Town Finance Committee Member and Town meeting member. Kristine’s daughter is attending UCONN and is a senior in the Speech, Language and Hearing Department.
-Kristine Hodlin ’77
Adam Kirshner ’15 MBA
Adam Kirshner ’15 MBA is a Sr. Associate Digital Video Producer for WWE. Adam is a 10-year veteran in the sports and entertainment digital field and has helped grow WWE’s YouTube channel to over 10 million subscribers and 9 billion views. After graduating from UConn’s MBA program in 2015 Adam shifted his focus from video production to helping grow WWE’s digital team. Adam now spends most of his week working alongside new employees as a mentor to help their transition from being a college student to a full-time employee. Adam loves spending time with his family and watching his beloved Chicago Cubs.
Jaimie Kowalsky ’13
Jaimie Kowalsky ’13 is a Senior Audit Associate at KPMG in the New York City Office, in the Financial Services Real Estate practice. She attended UConn from 2009-2013, obtaining her Bachelor of Science in Accounting in May of 2013, and her Master of Science in Accounting in December of 2013. While at UConn, Jaimie was a member of Alpha Kappa Psi, a business fraternity with a focus on professionalism. Jaimie stays connected with the University through her work with the Entrepreneurship Bootcamp for Veterans with Disabilities program; a program hosted by the UConn School of Business to provide veterans with the education, skills, and contacts that will help make their passion for starting and owning their own businesses a reality. Outside of work, Jaimie spends much of her time with her family, cheering on the Huskies.
Scott Kozak ’88
Scott Kozak ’88 graduated in 1988 with a BS in Marketing from the UCONN School of Business and earned an MBA in (International) Marketing from Georgia State University’s Kennesaw State University Michael J. Coles School of Business. Scott started his career in the pharmaceutical industry in sales and has held senior positions in marketing, brand management, Business Development, Licensing & Corporate Development in such companies as Forest Labs, Hoffmann La Roche and Solvay over the past 25 years. Scott has also worked for start-up pharmaceutical companies such as EpiCept and RHEI Pharmaceuticals. He was part of the team that took EpiCept public through a merger with a public company. He also managed the US office of RHEI Pharmaceuticals and sat on the Board of that company’s China subsidiary while acquiring the rights to their product portfolio to be marketed in China. Most recently he has embraced his entrepreneurial spirit and co-founded several companies; New Haven Pharmaceuticals, Prevention Pharmaceuticals and Rho Renewables. New Haven Pharmaceuticals is currently awaiting FDA approval for their first product. Prevention Pharmaceuticals is the marketer of omax3 Ultra Pure omega-3, a product invented by 3 Yale University psychiatrists. Scott is currently responsible for global expansion and partnering of the brand. Rho Renewables is using both classical yeast genetic engineering and modern molecular biology tools to develop powerful fermentation systems for the high-level production of monocyclic aromatic compounds including specialty chemicals, biofuels, and flavors and fragrances. Scott sits on the company’s board and consults to find partners for their technology.
Philip Lacqua ’99
Kevin Landry ’86
Kevin Landry ’86 is the owner and manager of JR Landry & Co., Ltd, an 18-year old print, promotion and direct marketing firm serving financial companies, colleges and universities and professional service firms throughout eastern Massachusetts. He also started a new advertising agency partnership with Bob Hoffman. Kevin’s clients include AT&T Retail, Eastern Nazarene College, Harvard Business School, Cambridge Associates and Spectra Energy. He earned his B.S. in Finance at UConn, where he not only hit the books but also hit the boards as assistant captain of the Huskies hockey team.
Ryan Latella ’14
Ryan Latella ’14 graduated from UConn in 2014 with a BS in Management Information Systems (MIS) from the UConn School of Business. The summer before his senior year he was an intern in the Technology Development Program (TDP) at UnitedHealth Group in Hartford. Following graduation, Ryan started full-time as a TDP associate in June 2014. He started on a team that was working to build a database virtualization service which would allow teams to efficiently create development test environments. Following this eight month rotation, Ryan moved in to the organizations Program, Project, and Release Management Office where he has been working on migration efforts for a new project reporting and tracking tool, as well as gaining some more traditional Project Management experience. While at UConn, Ryan participated in the Business Connections Learning Community (BCLC) and was on the executive board of the UConn Ski and Snowboard club. Outside of work, you can find him outside playing sports or being active, and in the winters he goes skiing as many weekends as possible.
-Ryan Latella ’14
Brian Laureano ’13
Brian Laureano ’13 works as an Associate for Apollo Global Management, one of the largest alternative investment firms globally. Previously, Brian was an Analyst in Industrials Investment Banking at Wells Fargo Securities and an Analyst in Corporate Finance Advisory at RBS. During his time at UConn, he was the President of the UConn Finance Society and a fund manager for the Student Managed Fund. Brian graduated summa cum laude with a B.S. in Finance and was inducted into the UConn School of Business Hall of Fame in 2013. Brian has passed all three levels of the CFA examination and enjoys traveling, dining, playing sports, reading, and spending time with his friends and family in his free time.
– Brian Laureano ’13
Chris Lesko ’10
Chris Lesko ’10 was originally a neuroscience major. Chris switched majors and learned the value of hard work, earning excellent marks (Dean’s List three years in a row) in all of his business courses. He attributes this to one of the best decisions he’s made in his life. It also taught him to never feel “out of your element” or that any task was too much and could not be achieved with the right mindset. With the benefit of hindsight, those were the most important, non-technical takeaways from his college experience. Ultimately, Chris’ ability to adapt is what has driven him to where he is today. He’s had four positions over four and a half years at Kuoni, a fantastic travel conglomerate, and with each job, his responsibilities increased. After having to start his career as an accounts payable clerk sorting checks, he now has direct experience with budgeting and broad—level analysis with direct ties to the profitability of the business as a profit accountant. He now supervises three employees and runs the day-to-day operations of the collections department.
– Chris Lesko ’10
Marjory Lewis ’11
Marjory Lewis ’11 currently work at Tribe Mediterranean Foods at the Assistant Brand Manager. She is responsible for managing Tribe PFME budget of $5 M. Her position includes overseeing PR and social channels, managing shopper marketing, and assisting in developing marketing campaigns. She previously worked as an intern for NE Frog Pond and Honest Tea. Marjory graduated from UConn in 2011 with a major in Marketing and a minor in Environmental Economics and Policy.
Eric S. Lippman ’92
Eric S. Lippman ’92 graduated from UConn in 1992. Completed his Masters in Business Administration from Babson College – Franklin W. Olin Graduate School of Business. 20 + years of experience in the financial services sector. He is currently a Vice President at a large custodian bank in Boston, MA managing the full software development life cycle from conception to deployment for high risk applications. Favorite all time UConn player – Lyman DePriest.
– Eric S. Lippman ’92
Shannon Lovetere ’07
Shannon Lovetere ’07, Vice President of Investor Relations for Junius Real Estate Partners. Shannon plays a lead role in supporting the marketing, investor relations and communications efforts for the platform. Prior to her role at J.P. Morgan, Shannon was an Associate on the Real Estate Product Specialist team within BlackRock. She was responsible for developing and maintaining relationships with investors and consultants for BlackRock’s private real estate funds and separate accounts. In addition, she was responsible for developing marketing materials and preparing new business proposals. Shannon earned a B.S. in Finance with a concentration in Real Estate from the University of Connecticut.
– Shannon Lovetere ’07
Mark J. Marroni ’82
Mark J. Marroni ’82, JD, LLM, CLU, ChFC is the President of Boston Partners Financial Group, LLC, based in Andover, Massachusetts with several offices throughout the Northeast and Northwest regions of the United States. Through Mark’s leadership, Boston Partners Financial Group is the leading sales firm for all of Signator Investors, Inc. In addition to being named 2014 recipient of Signator President’s Trophy, Boston Partners also received the award for 2013, 2012, 2009 and 2007 . Mark came to Andover in 2001 from John Hancock’s Portland, Oregon agency where he had been General Agent since 1998. Prior to his work in the field, Mark was the Director of John Hancock’s Estate & Business Planning Group. As a frequent speaker on estate and business succession planning issues, he has been asked to speak before numerous groups and organizations and has been featured as a guest expert on John Hancock’s nationally broadcasted satellite series on estate planning. Mark is a two-time recipient of Boston’s Five Star Wealth Manager Award for Estate Planning, by Five Star Professional.
– Mark J. Marroni ’82
Ashley McGinnis ’13
Ashley McGinnis ’13 began her career at UCONN in August of 2009 after graduating from Lake George High School. She graduated Magna Cum Laude from the UCONN School of Business with her Bachelors of Science in Business in May of 2013. The summer before graduation she interned with Aerotek Staffing and Recruiting in New York City, an internship that she had identified though the UCONN Fall Career Fair. Following her internship, Ashley was asked to start full-time at Aerotek as a professional services recruiter upon graduation. In June of 2013 Ashley began her career in the staffing and recruiting industry at Aerotek. She was responsible for identifying administrative and operational candidates for client needs within the fashion, financial, media, insurance, and healthcare markets in NYC. After 10 months in the role Ashley was promoted into account management and sales within Architecture and Design at Aerotek. She is now responsible for working with Architecture and Design firms in NYC to identify and support staffing needs. Ashley is passionate about helping businesses in the NYC market to improve profitability and sustainability by providing quality talent on a flexible basis and plans to spend the remainder of her career in New York City.
– Ashely McGinnis ’13
Nicole Miller ’96
Nicole Miller ’96 is a Senior Manager in the Treasury at United Technologies Corporation where she has worked since 2000. Her Treasury skills include domestic and foreign cash management; treasury systems conception, development and testing; process improvement; and foreign exchange trading. In addition to her Treasury background, Nicole has also held positions at Hamilton Sundstrand as a Compensation Manager and at Pratt & Whitney where she tested and implemented the SAP pricing process. In her current position, Nicole started an intern program for college students within UTC Treasury and was awarded the 2014 Supervisor of the Year for the INROADS New England Region, Inc., She also volunteers her time through the UTC Finance Women’s Forum which supports My Sister’s Place, a shelter for women and children, in Hartford. Outside of work, Nicole is the proud mother of two young sons and spends her time visiting with friends and family, reading, watching movies, taking walks, going to the beach and is learning to crochet.
Paul Millerd ’07
Mark Misto ’13
Mark Misto ’13 is an Associate at Avant Capital Partners, a commercial real estate lender based in Greenwich, CT. He is responsible for identifying potential investments, analyzing transactions, coordinating due diligence, and asset management. At UConn, Mark was an active member of the Real Estate Society, Business Leadership Council, and was a program coordinator for the Husky Ambassador Program. Mark graduated from the University of Connecticut with a Bachelor of Science in Finance and is currently pursuing a master’s degree in real estate at New York University.
-Mark Misto ’13
Kellie Morrissey ’12
Kellie Morrissey ’12 is on a mission to help rid the world of plastic bottles, heading up the Customer Engagement team at S’well Bottle. Prior to joining S’well Bottle, Kellie was a member of the Warby Parker corporate retail team helping implement processes used in retail stores across the country. She is a proud graduate of the University of Connecticut with a degree in Marketing and International Business. Outside of work, Kellie is a member of the education nonprofit Blue Engine’s Board of Engineers because she believes in the power of education to transform lives and is inspired by the group of people leading Blue Engine. Other passions of hers include living and promoting a healthy lifestyle, skiing, and spending time with a good book.
– Kellie Morrissey ’12
Michael Pantages ’12
Michael Pantages ’12 graduated with honors from the University of Connecticut with a Bachelor of Science in accounting. Mike is now a Senior Associate in PwC’s Capital Markets and Accounting Advisory Services (“CMAAS”) practice in Boston. At PwC, Mike provides diverse accounting advisory services for solving complex accounting and financial reporting issues around deals or other transformational events. Prior to joining PwC’s CMAAS practice, Mike spent three years in PwC’s Assurance practice in Hartford, predominately servicing companies within the Industrial Products sector. Mike is a Certified Public Accountant and spends his free time as a volunteer high school football coach, reading, and being outside.
Hasudin Pehratovic ’15
Hasudin Pehratovic ’15 is an Audit Assistant at Deloitte & Touche, LLP in Hartford, CT. At Deloitte, Hasudin works with mutual funds in the Financial Service Industry and is involved in Deloitte’s recruiting efforts at UConn. During his time at UConn, Hasudin was a member of the Business Connections Learning Community and participated in various community services activities, such as Big Brother Big Sisters, America Reads, Students Engaged in Academic Leadership (SEAL), and acted as a Student Support Services mentor. Along with mentorship programs, Hasudin participated in 5 Alternative Break trips to various parts of the country helping in activities such as tutoring children, building wheelchair ramps for the elderly, and mentoring high school students. An avid sports fan, Hasudin’s favorite teams are the New England Patriots, Chicago Cubs, and Detroit Pistons. He looks forward to the opportunity to give back to UConn and the School of Business.
– Hasudin Pehratovic ’15
Dave Persaud ’15
Dave Persaud ’15 is the Director of Marketing & Communications for The Lamb Company in Wilton, CT. Dave currently leads all corporate and brand marketing for the North American market. In his 10+ years of brand management, Dave has successfully launched and repositioned multiple brands within the companies he has been affiliated with. Prior to The Lamb Company, Dave has worked as the Brand Manager for DeMet’s Candy Company as well as being the Associate and Assistant Brand Manager for Philips Consumer Lifestyle. Dave graduated with a Bachelor of Science in Economics from the University of Massachusetts with a Certificate of International Business in 2005. He then went on to graduate with a Masters of Business Administration in Marketing and Management from the University of Connecticut in 2015. Besides his professional endeavors, Dave has also been a committee member for the Family and Children’s Agency.
– Dave Persaud ’15
Kyle Pita ’14
Kyle Pita ’14 is currently an analyst in the Corporate Debt Originations group at BNP Paribas. Prior to working at BNP Paribas, he worked as a Markets Analyst at RBS Securities in Stamford. Kyle has been involved in the NYC Mentorship program since it began in 2010, first as a mentee and now as a mentor. During his time at Uconn, Kyle was the President and an active member of the Kappa Sigma Fraternity. Additionally, Kyle was involved in the Student Government and the Finance Society. He graduated in 2014 with a B.S. in Finance.
– Kyle Pita ’14
Mark Radding ’78
Mark Radding ’78 is a full time accounting professor and owns a small CPA practice specializing in individual and small business tax compliance and planning. He has partnered with other CPA firms auditing nonprofit organizations and participating in agreed upon procedures for the Massachusetts Film Tax credit. In the past he was employed as a software professional, developer, and project manager within the banking and mutual fund industries. He has also operated a software consulting company specializing in implementing software for the mortgage industry. Mark teaches classes at the undergraduate and graduate level including: Federal Taxation, Financial Accounting, Managerial Accounting, Intermediate Accounting, International Accounting, and Accounting Information Systems.Mr. Radding is a licensed Certified Public Accountant in State of Massachusetts and is a member of the Massachusetts Society of Certified Public Accountants (MSCPA) where he serves on the Federal Tax committee and the Academic and Career Development committee Mark earned his undergraduate degree in Finance at the University of South Carolina, his M.B.A. from the University of Connecticut, and an M.S.A. from the University of Massachusetts Boston.
Brett Rosenblatt ’08
Brett Rosenblatt ’08 is currently the Director of Residential Leasing at Urban Compass, a start-up technology firm headquartered in New York City. In his role, Brett oversees the Closing Department, which includes establishing relationships with landlords, managing employee financial compensation, and developing the closing product that develops new technology with engineers.Prior, Brett was a Leasing Manager at Rose Associates, a NYC residential developer and manager. There, Brett managed a billion dollar portfolio located in Chelsea and the Upper East Side of Manhattan.
– Brett Rosenblatt ’08
Bryan Rosenblatt ’11
Bryan Rosenblatt ’11 is currently leading East Coast Strategic Partnerships and Sales at Reddit based in New York City. Previously, Bryan was at Twitter for 2.5 years focused on driving revenue through building and growing brand and advertising agency relationships. Bryan started out his career with CBS Radio & Digital Media where he achieved “Digital Sales Executive to Watch” for his revenue performance. While attending UConn, Bryan was very involved with his Fraternity, Zeta Beta Tau as Vice President, New Member Educator & Fundraising Chairman. Bryan also had internships at CAA Sports, Madison Square Garden, & the Brooklyn Cyclones (Mets Single A Team) during the summer months. In his free time, Bryan is passionate about advising & investing in startups, UConn Basketball, and (for better or worse) the New York mets.
– Bryan Rosenblatt ’11
Trevor Russo ’05
Trevor Russo ’05 is a Senior Associate at Ironwood Capital, a Connecticut-based private equity firm that provides non-control growth capital to middle market companies. As a Senior Associate, his responsibilities include due diligence, underwriting, and execution of investments. He is also responsible for monitoring portfolio investments including financial performance, business development and exit strategy. Through his involvement with Ironwood, Trevor serves on the Board of Directors of a CT-based fitness center operator, providing strategic direction for the company. Prior to Ironwood, Trevor was an analyst with ING Investment Management (now known as Voya Financial) in the derivatives group providing analysis and support for futures, swaps and options products. While at UConn, Trevor was a member of the Finance Society and served as an Undergraduate Lead Manager of the Student Managed Fund. He graduated with a BS in Finance, summa cum laude, in 2005 and received the Outstanding Achievement in Finance award. Trevor is a CFA Charterholder and is currently pursuing an MBA at Columbia Business School (Executive Program), with a 2017 expected graduation date. In his spare time he enjoys reading, fitness, and traveling.
George Rzepecki ’04
George Rzepecki ’04 is currently a Managing Director with Glynn Capital Management, a technology focused Venture Capital firm based in Menlo Park, CA. He is also the co-founder of The Somo Project, a non-profit organization focused on training, funding, and mentoring urban slum entrepreneurs who are passionate about changing their communities. Prior to Glynn Capital Management, George worked for several investment management firms and companies, including Goldman Sachs and General Electric.
– George Rzepecki ’04
Benjamin Salup ’04
Benjamin Salup ’04 is an Associate Director on the Equity Portfolio Sales Trading desk at UBS Securities in New York City, where he works as a salesperson for US and global institutional asset managers. Mr. Salup specializes in portfolio trading with a concentration in US equities and is also involved in index rebalancing, as well as quantitative and ETF trading. Mr. Salup began his career at UBS in 2005 and held several roles in operations prior to moving to the trading desk. Prior to work, he graduated from the School of Business in 2004 with a major in Finance as was part of the UConn Real Estate Society while at school. Mr. Salup lives in New York City with his wife and enjoys playing golf, watching college basketball (especially UConn!) and traveling in his spare time. He holds Series 7, 55 and 63 licenses.
– Ben Salup ’04
Kristen Sands ’05
Kristen Sands ’05 graduated from the UCONN School of Business in 2005 with a bachelor’s degree in finance. Upon graduation, Kristen accepted a job at State Street Bank in Boston working as an Operations Specialist for the bank’s Foreign Exchange desk. In 2009, she received her MBA from Boston University. Over her 9 year career at State Street, Kristen held various Operations, Client Service and Project Management positions. In January of 2015, Kristen accepted a Business Analysis position at Bank of New York Mellon. Kristen currently resides in Boston, where she can be found running, crossfitting or trying out new restaurants.
Matt Schulman ’07
Matt Schulman ’07 works at Madison Square Garden, where he has worked since 2010. He is currently the Director of Group Sales where he oversees a sales team responsible for selling all Group and Lounge products for the Knicks, Rangers, Liberty and other sports properties including College Basketball, PBR, WWE and more. Prior to MSG, Matt began his career in the sports industry with Mandalay Baseball Properties and the Staten Island Yankees. Matt graduated Magna Cum Laude from the University of Connecticut in 2007, majoring in marketing and minoring in economics.
– Matt Schulman ’07
Nicholas Sheridan ’07
Nicholas Sheridan ’07 is a Financial Planner at Merrill Lynch Wealth Management in West Hartford, CT. A proud 2007 Finance graduate, Nick pursued his passion of combining finance with face-to-face client interaction within the wealth management industry. He began his career with the firm as a Client Associate, working with several senior Financial Advisors where he was able to learn the wealth management business first-hand, obtain his Series 7, 66 and insurance licenses as well as the additional designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. Since then Nick has transitioned to a Financial Planner himself to develop long term relationships with clients and take a holistic approach to helping clients with not only their financial, but their personal lives as well.
– Nicholas Sheridan ’07
Tim Shilling ’03
Tim Shilling ’03 is responsible for the management and oversight of store-level disposition projects for some of the nation’s largest public and private retail companies. As a Team Leader in the Retail Division, Mr. Shilling works with the senior merchandising and operations teams, ensuring the highest return on the assets of Gordon Brothers Group’s retail clients. For more than a decade, Mr. Shilling has served in several financial roles within Gordon Brothers Group’s Retail and Valuation & Advisory Services Divisions. He is on the Board of Directors of the Turnaround Management Association (TMA) Northeast Chapter and holds a BS in economics from the University of Connecticut in Storrs, CT
Robert Simpson ’14, ’14 MSA
Robert Simpson ’14, ’14 MSA is a Tax Associate at PricewaterhouseCoopers, LLP located in Hartford, CT. Robert graduated from the University of Connecticut with a Bachelors of Science and a Masters of Science in Accounting. While at UConn Robert was president of the Business Connections Learning Community and a member of Beta Alpha Psi. Before his senior year, Robert interned at PwC in the Hartford Core Tax practice. Directly after graduation in 2014 Robert began his MSA classes which he completed by November of that year. Robert started his full time employment as a Tax Associate at PwC in January 2015. While at PwC Robert has prepared various federal and state tax returns for different high net worth individuals, partnerships, and corporations. Robert has been engaged on various federal tax provisions and tax consulting projects. Robert is also actively involved in the PwC recruiting process, specifically for UConn.
Tim Snow ’11
Tim Snow ’11 majored in healthcare management at UConn. While in school he did two summer internships at Massachusetts General Hospital. One summer was spent doing research in the orthopedic trauma unit and the other working on hospital best practices. He was also the President of the Student Health Advisory Council (SHAC) for his junior and senior years. After graduation he decided to focus on preventative health. He has worked as a personal trainer, massage therapist, and acupuncture assistant. He currently owns The Fitness Recipe, which is a corporate massage business that works with companies in the Boston area. He also works for Elements massage, which is a national chain specializing in therapeutic massage. His responsibilities include recruiting massage therapists, hiring and training staff, and working with clients to alleviate chronic pain issues.
– Tim Snow ’11
Andy Sogolow ’79
Andy Sogolow ’79 is a proud alumnus from the UConn class of ’79, having majored as an undergraduate in Psychology. Andy grew up a Connecticut resident, having resided in Norwich for the first 21 years of his life. Following his graduation he worked with the ARC of South Middlesex running residential programs for adults with developmental challenges. Andy went on to obtain his MS in Education (Human Resources) from Suffolk University ’90. He is currently a Senior Human Resource Business Partner at Partners HealthCare Systems in Boston, MA, where he has worked for the past 18 years. Andy and his family live in Scituate, MA. For the past several years Andy has worked with UConn’s School of Business Mentor Program, where he has greatly enjoyed getting to know his mentee, Mike Anctil. Mike is an exceptional young man who I am privileged to have watched him take on every new challenge with enthusiasm, intelligence and vision. Many classmates at UConn have no doubt benefitted from his leadership skills and maturity, a maturity that is well beyond his chronological age.
Ben Stewart ’12
Ben Stewart ’12 graduated with a business management degree in 2012 from the University of Connecticut School of Business. While attending school, Ben played on the basketball team and was a member of the NCAA Division 1 Men’s Basketball championship team in 2011. After graduation, he was offered a position with UBS Investment Bank in New York City as a Global Synthetic Equities Analyst. The role focused mainly on derivatives but it did provide training in equities trading, risk mitigation, and the foundations of situational driven modeling. Two years later, as the graduate training program came to an end, he was offered a position to work for The Carlyle Group which is perennially ranked as one of the top private equity firms in the world. He currently works as a Global Market Strategies Analyst in the New York City office. The position focuses on structured credit but he is getting more active with quantitative based Mutual/Hedge Funds, business development companies, and finding value in other products. In his free time, he advises and invests in early stage technology companies focused on disruptive technologies in Mobile, E-commerce, and machine learning. Food and fitness are the last two items to round out his day.
– Ben Stewart ’12
Alan C. Tan ’09
Alan C. Tan ’09 is the President and Chief Executive Officer of The TAN2000 International Regulatory Corporation. In December 2015, the SEC published a report that indicated that they were evaluating multiple paths to reduce the high level of fraudulent activity in the start-up ecosystem. Having already developed a well-articulated and documented process needed for accountability and trust via The TAN2000 International Holdings Corporation (TANHC), Tan and his founding team decided to pivot. They are now working to become the recognized voluntary self-regulatory organization for the private equity markets. The TAN2000 International Regulatory Corporation (TANRC) wants to give the SEC and state securities agencies, consumer protection agencies, attorneys general, and the labor agencies, the tools they need to address cheaters in the marketplaces and give the startup world the ability to regulate itself. The marketplace blueprint they developed is available to any entrepreneurial group who would like to create an opt-in system that promotes trust and accountability. Best practices are developed by the community in the form of standards and enforced by marketplaces. TANRC is working to function as the interface between the markets and the regulators to provide oversight for marketplaces. Thus, the markets can remain confidently focused on innovation, filling the economic pipeline with many start-ups, and allowing existing corporations to develop new revenue streams.
– Alan C. Tan ’09
Caitlin Taylor ’14
Caitlin Taylor ’14 graduated Magna Cum Laude from the University of Connecticut School of Business in 2014 with a degree in Marketing and English. She currently works at IBM in the Performance Marketing division. Her current role involves communication strategy to accelerate the data driven marketing transformation at a corporate level. As an undergrad, Caitlin was actively involved in UConn Connects, Alpha Kappa Psi, and HuskyTHON. She has continued to foster her passion for service by volunteering at a local Brooklyn high school and organizing charity fundraisers for the Michael J. Fox Foundation. In her spare time, Caitlin enjoys exploring New York City’s restaurant scene, travelling abroad, and watching UConn basketball.
-Caitlin Taylor ’14
Tyler Thorson ’06
Tyler Thorson ’06 is an Equity Analyst at Loews Corporation, a diversified holding company. In this role, he performs fundamental research on securities for inclusion in a value-focused investment portfolio. Prior to Loews, Tyler worked as Vice President of Talcott Realty Investors, a private real estate investment firm. There, he was involved with the acquisitions and asset management of commercial office properties. He holds a BSc in Finance from University of Connecticut (’06) and a MBA from Columbia University (’13). He is also a CFA charterholder.
– Tyler Thorson ’06
Kimberly Tomlinson ’08
Kim Tomlinson ’08 is a Director of Market Research at Ipsos Healthcare in Boston, MA. Ipsos is dedicated to understanding the motivations, interactions and influences of the multiple stakeholders who impact commercial success in the pharmaceutical industry. With more than 600 researchers working with the top pharmaceutical clients across 40 countries, Ipsos Healthcare is one of the world’s largest healthcare marketing research agencies. Kim is experienced in both qualitative and quantitative research, and manages studies through full research execution in various therapeutic categories. Kim graduated from UConn’s MBA program with a double major in Marketing Research and Management Consulting. While at UConn, Kim served as President of the MBA Marketing Association and was a contributing member of the Strategic Marketing Committee and the UConn chapter of the National Association of Women MBAs. Kim also participated in EdgeLab, a UConn-GE collaboration, where she helped create a “go to” market strategy and multi-generational product plan for a new lighting technology. Kim received her BS in Business Administration from the University of Rhode Island; while there, she worked part-time for four years in Intervention at the Cancer Prevention Research Center.
Eric Vaheb ’13
Eric Vaheb ’13 enrolled at the University of Connecticut in fall of 2009 as an honors student in the Business School. Throughout his years at UConn, he became involved in countless extracurricular activities and was extremely active in Greek Life as a member of the Kappa Sigma Fraternity. During his years, he engaged in mentor style roles such as becoming an INTD facilitator, new member educator for Kappa Sigma, and President of the Iranian Student Association. Eric also held roles such as a USG Senator, IFC Executive Board Member, and Order of Omega initiate. Eric graduated from UConn in 2013 with a Bachelors of Finance and a minor in economics. He gained honors distinction through his thesis entitled “The Financial Crisis of 2008: The Greatest Downturn in the U.S. Economy Since the Great Depression.” Eric works at JP Morgan Chase in their Financial Analyst Development Program, currently working in the NY Metro region on the Global Real Estate team which deals with firm-wide purchases and sales of real estate.
– Eric Vaheb ’13
Neema Vaheb ’07, ’07 MSA
Neema Vaheb ’07, ’07 MSA graduated with honors from the University of Connecticut with a Bachelors of Science and Masters of Science in Accounting. Neema was nominated by the University and ultimately selected for the post-graduate technical assistant program at the Financial Accounting Standards Board (FASB).While at the FASB, he assisted in the research, development, revisions and drafting of various accounting standards under U.S. Generally Accepted Accounting Principles. In 2009, Neema joined PwC’s Transaction Services practice in New York City. Neema is currently a Manager with PwC and specializes in providing technical accounting advice related to Companies’ environmental liabilities and asset retirement obligations under U.S. GAAP, IFRS and Federal Accounting Standards. He also supports clients that are pursuing capital markets transactions, including IPOs, debt offering, mergers, acquisitions and divestitures. He supports global clients across many industries (industrial products, mining, energy, utilities, automotive, pharmaceuticals, etc.). He also works with the PwC Advisory practice to help clients address sustainability issues and impacts to financial reporting. Neema has also authored several PwC thought leadership pieces. In his spare time Neema enjoys, traveling, playing sports and watching the UConn Huskies! Neema is a Certified Public Accountant, member of the AICPA, and volunteers for the UConn School of Business Alumni Mentoring Program.
Graig Vicidomino ’07
Graig Vicidomino ’07 has over 6 years of directors & officers liability, errors & omissions liability, employment practices liability, and fiduciary liability insurance experience. He manages the brokerage and placement of strategic and cost effective insurance programs for a variety of financial institutions including investment advisers, hedge funds, mutual funds, private equity firms, family offices, trusts, and banks. Graig is also the head of the Crystal & Company Volunteer Committee (“Crystal Cares”) which was started in November of 2013. Prior to joining Crystal & Company he was an Account Executive at FW Serra Inc. where he managed a book of business comprised of small commercial business accounts in Connecticut. Graig is a Graduate of the University of Connecticut with a degree in Human Resources Management and Business Management.
Jamie Yaffa ’14
Jamie Yaffa ’14 is an Investment Banking Analyst in the Real Estate and Gaming Group at UBS Investment Bank. Previously, he worked in the Equity Capital Markets Group at UBS with a focus on the financials and real estate sectors. He graduated from Uconn in 2014 with a B.A. in Economics and a minor in Real Estate Finance. While at Uconn, he was an active member in many student organizations including the Kappa Sigma Fraternity, Real Estate Society and intramural sports. He is an avid Uconn basketball and Chicago Bears fan. Outside of work, he enjoys golf, Billy Joel concerts and saltwater fishing.
– Jamie Yaffa ’14
Michael Yudowitch ’09
Michael Yudowitch ’09 graduated from UConn in 2009 with a degree in Finance. Since 2014, Michael has been a Senior Research Analyst at GLG Silvermine in Stamford CT. His core job responsibilities include new investment recommendations and portfolio management & optimization for a multi-billion dollar CLO portfolio. Michael covers a portfolio of leveraged loans across the Cable, Telecom, Industrial, and Financial Services industries. Prior to Silvermine, Michael was a Credit Analyst at Doral Leveraged Asset Management and an Associate Analyst at Moody’s, where he wrote and published high yield credit research.
-Michael Yudowitch ’09
Brian Zibuda ’80
Brian Zibuda ’80 joined Augeo in 2008 as part of the PerksCard acquisition by Augeo Affinity Marketing. He has 30+ years of experience in sales, marketing and customer service, having worked at 3 of the largest insurance companies in the US, including Aetna, where he started his insurance career. Brian’s primary responsibilities include developing new client relationships with a focus on insurance, benefits and discount programs. In addition, Brian supports more than 50 client partnerships in the association and large employer space including such marquee clients as PepsiCo, State of Alabama, State of Arizona, Boston Children’s Hospital, Texas A&M University and Mass Teachers Association. Among his clients are several alumni associations including; Mass College of Pharmacy, University of NH and his alma mater UCONN. Brian holds a BS in Marketing, from the University of CT, School of Business where he also played varsity basketball. Brian enjoys servicing as a mentor for current business marketing majors.
– Brian Zibuda ’80