Dave Lubkemann
Managing Director, Wealth Management Americas
- Role
- Head of Business Risk, Wm Americas at UBS
- Location
- Ridgewood, NJ, US
- LinkedIn followers
- 500 followers
About Dave Lubkemann
Strategic leader with global experience ranging across business development, marketing, product management, risk management and client development. Culture builder and forward thinker, with track record of developing and empowering teams to deliver better outcomes for advisors and clients.
Experience
Head of Business Risk, Wm Americas
Feb 2023 — Present
Head of integrated first line risk team supporting our growing WM Americas franchise. Lead 350+ professionals in the Americas, APAC and Europe who partner across the firm to maintain and champion a standard of best-in-class risk management and compliance.Member of WM Americas Management Forum
Education
The Wharton School
MBA, Strategic Management & Marketing
2002 — 2004
Penn State University
BA, International Politics
1994 — 1998
Skills
- Cross-Functional Team Leadership
- Marketing Strategy
- Management
- Product Marketing
- Development of Strategic Marketing Plans
- Investments
- Business Strategy
- Customer Segmentation Strategy
- High Net Worth Individuals
- Business Planning
- Strategy
- Private Banking
- Strategic Planning
- Alternative Investments
- Business Development
- Financial Advisory
- Wealth Management
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