Antoine Lena

About Antoine Lena

At the Baumgardner Group, we help our clients achieve their financial goals using multiple investment, planning and banking channels. We provide highly tailored asset management services and financial/investment advising through UBS wide range of banking solutions and industry leading Alternative Investment offering. For all inquiry please send me an email at a••••••••@ubs.com or visit our team website at https://advisors.ubs.com/baumgardnergroup/ Former NCAA division 1 water polo player. Master\'s Degree in Financial Mathematics and Bachelor\'s degree in Economics at the University of California, Irvine.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Portfolio Associate

   UBS

   Mar 2020 — Present

   Daily maintenance of portfolios, documentation and the maintenance and development of strategy and valuation models.* Management of new portfolio funding, restructuring and costing. Investment restriction checking at stock and client level.* Coordination of corporate action decisions, reporting and communicating investment issues.* Monitoring of market changes and impact on trade generation – report to PMs.

Education

• University of California, Irvine - The Paul Merage School of Business

  Master of Financial Mathematics, Finance, Investment

  2017 — 2018

• UC Irvine

  Bachelor’s Degree, Business/Managerial Economics

  2015 — 2018

• INSEP (institut du sport et de la performance), Paris, France

  High School, Scientific baccalaureat

  2012 — 2013