Bruce Dieterlen
Financial Advisor - First Vice President - Wealth Management at UBSCalifornia Insurance License #0G92237Oklahoma Insurance License #40042817
- Role
- Financial Advisor - First Vice President - Wealth Management at UBS
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Bruce Dieterlen
After earning his degree in Finance from The University of Texas at Austin and his Masters degree in International Finance from Thunderbird, Bruce studied International Finance and German at the European Business School in Germany. He then began his career in finance as a Futures Trader with J.P. Morgan in Frankfurt, Germany.He spent the next 8 years in Zurich, Switzerland heading up the Institutional Investor division at Citibank.Bruce then moved back to the United States where he started and ran a golf business for 12 years before selling the business in 2007 and joining UBS. Building upon his experience both with institutional investors, as well as being a business owner himself, Bruce is uniquely positioned to understand the needs of business owners and affluent investors. Bruce is a Certified Financial Planner CFP® and holds the designations of Wealth Advisor and Portfolio Manager at UBS. Using a financial goals based approach to financial planning allows clients the peace of mind to know they have an action plan to reach their objectives.Bruce is married and the proud father to 3 daughters. When he is not out coaching the girls\' soccer or volleyball teams, he loves golfing, cooking, travel and volunteering at the local animal 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
Financial Advisor - First Vice President - Wealth Management
Jan 2007 — Present · Dallas, TX, US
Education
Thunderbird School of Global Management
MBA, International Finance
1989 — 1990
The University of Texas at Austin
BBA, Finance
1985 — 1989
The American College of Financial Services
CFP, Financial Planning
2011 — 2012
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