Kelly Rote
Financial Advisor, Director -- UBS Private Wealth Management
- Role
- Financial Advisor, Director at UBS
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kelly Rote
Private Wealth Management are the comments of this employee…
Experience
Financial Advisor, Director
Jan 2021 — Present · Los Angeles, CA, US
Education
James Madison University
BBA, Finance, International Business
2003 — 2007
Skills
- Series 63
- Bloomberg
- Electronic Trading
- Portfolio Management
- Capital Markets
- Series 7
- Asset Allocation
- Financial Markets
- Trading
- Bloomberg Terminal
- Fixed Income
- Asset Management
- Options
- Trading Systems
- Series 3
- Investments
- Derivatives
- Bonds
- Financial Modeling
- Private Equity
- Asset Managment
- Securities
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