UBS
Advice, expertise and opportunities to protect and grow your wealth.
http://www.ubs.com/
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Milestones
Feb 2019
Mandy Ly
·
Implemented new Wealth Advisor Tools leading to an increase in Financial Plan sales by 15%
Jan 2016
David Barnes Dallas TX
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Managing Director
May 2014
Matt Swulinski
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Joined UBS as Wealth Management & Compliance
Jul 2010
Francois Dang Ngoc
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Joined UBS as Associate Director
Jan 2007
Ken Yip
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Joined UBS as Intern
May 2001
Dan Klausner
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Sr VP
Jan 1998
Jeff Speicher
·
FInancial Advisor
Employees