Dario Montisci
Financial Advisor at UBS Financial Services Inc.
- Role
- Financial Advisor at UBS
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dario Montisci
Client advisor and CFA Charterholder with 17 years experience working with and advising…
Experience
Financial Advisor
Aug 2020 — Present · Miami, FL, US
Education
University of Nottingham
Bachelor's degree
2003 — 2007
Université Toulouse 1 Capitole
Economics
2005 — 2006
Skills
- Banking
- Mutual Funds
- Risk Management
- Portfolio Management
- French
- Financial Analysis
- Capital Markets
- Series 7
- Economics
- Equities
- Customer Relations
- Relationship Management
- Credit
- Language Skills
- Financial Services
- Series 66 (Combined 63 & 65)
- Customer Service
- Spanish
- Wealth Management
- Due Diligence
- Private Banking
- Financial Markets
- Language Development
- Italian
- Investments
- Asset Management
- Trading
- Business Relationship Management
- English
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