Charlie Anderson
First Vice President - Wealth Management
- Role
- First Vice President - Wealth Management at UBS
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Charlie Anderson
For an in-depth look at how we can help you reach your financial goals, visit our team\'s website (the Boyle Anderson Group): http://financialservicesinc.ubs.com/team/boyleandersongroup/index.html 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
First Vice President - Wealth Management
Mar 2023 — Present · Bethesda, MD, US
Education
Wake Forest University
Bachelor of Science, Finance
2009 — 2013
IES Abroad (Barcelona)
Liberal Arts & Business
2011
Yale School of Management
Wealth Management Theory & Practice, a CPWA certification program
2023
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