Matt Philichi
Wealth Strategy Associate, The Tuminello Group - UBS Financial Services | USAF Veteran
- Role
- Wealth Strategy Associate at 瑞銀環球資產管理
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matt Philichi
These are the comments of this employee only, and not of UBS…
Experience
Wealth Strategy Associate
Jul 2024 — Present · Seattle, WA, US
Planning HNW individual’s financial goals and objectives with a strategic, methodical and personal approach
Education
SMU Cox School of Business
Master of Business Administration - MBA
2021 — 2023
Harvard Business School
Disruptive Strategy 6-Week Program
2020 — 2020
United States Air Force Academy
Bachelor's degree
2015 — 2019
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