Greg Takas
Senior Vice President - Wealth Management, Summit Wealth Consulting Group at UBS Financial Services
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Greg Takas
We realize that clients expect much more than just investment recommendations. Our Plan…
Experience
Senior Vice President - Wealth Management
Jan 2004 — Present · Cincinnati, OH, US
Education
Miami University
B.S. Business Administration
1985 — 1989
Skills
- Retirement Income Strategies
- Financial Planning
- College Savings Strategies
- Investment Advice
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