Bob Senna

Vice President-Wealth Management at UBS Financial Services, Inc.

Role
Vice President-wealth Management at UBS
Location
Walnut Creek, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bob Senna

Since Bob has worked closely with entrepreneurs and business owners who are looking…

Experience

  1. Vice President-wealth Management

    UBS

    Nov 2008 — Present · Walnut Creek, CA, US

Education

  • University of Santa Clara

    Bachelor of Science in Finance

Skills

  • Business Analysis
  • Securities
  • Asset Management
  • Series 63
  • Retirement Planning
  • Sales Management
  • Wealth Management
  • Strategic Financial Planning
  • Customer Service
  • Financial Analysis
  • Investment Advisory
  • Risk Management
  • Strategic Planning
  • Financial Planning

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Bob Senna — Vice President-wealth Management at UBS in Walnut Creek, CA, US | Unifers