Andrea Santos-Morales
Head of Wealth Planning Americas International @瑞银集团
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WORK HISTORY
Head of Wealth Planning Americas International @瑞银集团
New York, NY, US
Andrea is responsible for the UBS International Wealth Planning offering for the firms US booking center. She and her team of Wealth Planners work with ultra-high net worth international clients of UBS and their advisors in developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth across generations and borders. Andrea is also the Wealth Planner in charge of Mexico, Central and Northern Latin America.
SKILLS
ABOUT ANDREA SANTOS-MORALES
Managing Director-Head of Wealth Planning International, UBS Financial Services
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