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
Vice President-wealth Management
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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