Charlie Hulley

First Vice President Wealth Management, Portfolio Manager at UBS

Role: First Vice President Wealth Management, Pmp at Ubs at UBS
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

First Vice President Wealth Management, Pmp at Ubs
UBS
Oct 2015 — Present · San Francisco, CA, US
I deliver the firm\'s wealth management capabilities and resources to wealthy individuals, families and foundations. My team and I have a special expertise in identifying sophisticated strategies for preserving and investing wealth with specific background in advising public and private company executives and entrepreneurs.Series 7, 63 and 65. MBA.

Education

The George Washington University - School of Business
MBA
St. Albans School
High School
University of California, Berkeley
BA

Contact information

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Work email
•••••@ubs.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••88

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Current company

瑞银集团

Financial Services · 117K employees · Founded 1862

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

ubs.com

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Experience

First Vice President Wealth Management, Pmp at Ubs

Education

The George Washington University - School of Business

St. Albans School

University of California, Berkeley

Find verified contacts for anyone on LinkedIn