Kevin Coutant

Senior Vice President - Wealth Management at UBS

Role
Senior Vice President - Wealth Management at UBS
Location
Greenwich, CT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Vice President - Wealth Management

    UBS

    Sep 2023 — Present · Greenwich, CT, US

Education

  • Roanoke College

    Bachelor of Business Administration (B.B.A.)

    1995 — 1999

Skills

  • Retirement
  • Strategic Financial Planning
  • Investment Advisory
  • Etfs
  • Hedge Funds
  • Investments
  • Series 63
  • Financial Planning
  • Asset Allocation
  • Mutual Funds
  • Wealth Management
  • Series 7
  • Asset Management
  • Wealth Management Services
  • Financial Advisory
  • Uniform Combined State Law
  • Alternative Investments
  • Retirement Planning
  • Portfolio Management
  • Series 65

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