Eric Garofalo
Head of Retirement Distribution at UBS Workplace Wealth Solutions
- Role
- Head of Retirement Distribution at Ubs Workplace Wealth Solutions at UBS
- Location
- Cranford, NJ, US
- LinkedIn followers
- 500 followers
About Eric Garofalo
These are the comments of this employee only, and not of UBS…
Experience
Head of Retirement Distribution at Ubs Workplace Wealth Solutions
Jun 2025 — Present · Weehawken, NJ, US
As Head of Retirement Distribution at UBS Workplace Wealth, I lead a team committed to delivering tailored retirement programs supporting financial advisors and their clients. Passionate about supporting financial advisors, my team specializes in crafting strategies aligned with plan sponsors’ long-term goals, leveraging UBS’s industry-leading resources and expertise.
Skills
- Series 63
- 403(B)
- Defined Benefit
- Mutual Funds
- 401(K) Retirement Savings Plans
- Product Management
- Securities
- Investments
- Retirement
- Financial Services
- Series 7
- Non-Qualified Deferred Compensation
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