Jon Schechter
- Role
- Senior Wealth Strategy Associate at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jon Schechter
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Experience
Senior Wealth Strategy Associate
Aug 2018 — Present
I partner with founders and executives to help simplify and optimize their financial lives.\\\\n\\\\nPrivate Wealth Management\\\\n\\\\nhttps://advisors.ubs.com/presidio/
Education
UCLA
Certificate in Financial Planning
USC Marshall School of Business
Bachelor of Science (B.S.), Major: Business Administration, Finance Focus
CUHK Business School
Finance
Skills
- Customer Service
- Sales
- Leadership
- Quantitative Analytics
- Analytical Skills
- Teamwork
- Marketing
- Event Planning
- Social Networking
- Finance
- Bloomberg Terminal
- Social Media
- Mac & Pc Platforms
- Real Estate Development
- Microsoft Word
- Networking
- Microsoft Office
- Business Strategy
- Microsoft Excel
- Budgeting
- Investments
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