Daniel Carbajal
Director at UBS
- Role
- Client Lifecycle Mangement Strategic Business Manager at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Daniel Carbajal
Experienced subject matter expert in AML/KYC matters. Supporting our International Financial Advisor teams navigate their AML/KYC questions and solutions.
Experience
Client Lifecycle Mangement Strategic Business Manager
Jan 2022 — Present · New York, NY, US
Education
Bloomfield College
B.S.
Skills
- Customer Oriented
- Call Centers
- Document Review
- Banking
- Crm
- Data Entry
- Credit Cards
- Equity Trading
- Relationship Management
- Management
- Customer Service
- Website Support
- Employee Stock Options
- Series 63
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Team Leadership
- Series 7
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