Daniel Pessy
Senior Vice President - Wealth Management, Financial Advisor at UBS Financial Services Inc.
- Role
- Senior Vice President - Wealth Management, Financial Advisor at 瑞銀環球資產管理
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Daniel Pessy
Our Team works with uniquely successful individuals and families who have taken control of their financial lives, and want to work with an experienced team of wealth management professionals. Our planning and investment process provides the strategies necessary to help ensure the preservation and successful transfer of wealth. Simply put, we help certain individuals manage all aspects of their financial lives.Specialties/Certifications:UBS Wealth Advisor DesignationUBS Senior Portfolio Manager - Portfolio Management Program (PMP)UBS Corporate Stock Benefit 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
Senior Vice President - Wealth Management, Financial Advisor
Dec 1999 — Present · Pittsburgh, PA, US
Rimmel Mehaffey Pessy Wealth Consulting Group
Education
Duquesne University
BS
1997 — 2001
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.