James New
- Role
- Managing Director - Wealth Management at UBS
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About James New
New Columbia Advisors - are the…
Experience
Managing Director - Wealth Management
Mar 2016 — Present
Skills
- Business Strategy
- Wealth Management
- Mergers & Acquisitions
- Valuation
- Portfolio Management
- Start-Ups
- Financial Analysis
- Investments
- Strategy
- Accounting
- Project Management
- New Business Development
- Real Estate
- Public Speaking
- Sales
- Asset Management
- Financial Modeling
- Business Development
- Due Diligence
- Strategic Planning
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