Megan Montes

Senior Wealth Strategy Associate at UBS Private Wealth Management

Role: Senior Wealth Strategy Associate at UBS
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Megan Montes

These are the comments of this employee only, and not of UBS…

Experience

Senior Wealth Strategy Associate
UBS
Jul 2024 — Present · Los Angeles, CA, US

Education

George Mason University
Bachelor of Science - BS

Skills

Microsoft Excel
Microsoft Powerpoint
Microsoft Office
Sales
Customer Service
Sas Programming
Business Development
Microsoft Word

Contact information

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Work email
m••••••••@ubs.com
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Current company

瑞银集团

Financial Services · 117K employees · Founded 1862

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

ubs.com

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About Megan Montes

Experience

Senior Wealth Strategy Associate

Education

George Mason University

Skills

Find verified contacts for anyone on LinkedIn