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Senior Vice President- Private Wealth Management @UBS
Newport Beach, CA, US
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WORK HISTORY
May 2021 — Present
Senior Vice President- Private Wealth Management @UBS
SKILLS
Financial AccountingCorporate FinanceStrategic Financial PlanningInternal ControlsInternal AuditExternal AuditAccountingLeadershipFinancial StatementsAuditingValuationAssuranceFinancial AnalysisCpaMicrosoft ExcelTaxAnalysisFinancial ModelingManagerial FinanceSarbanes-Oxley ActAccount ReconciliationDue DiligenceMergers & AcquisitionsMergersQuickbooksFinancial ReportingGeneral LedgerFinanceGaap
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