Patty Green

Role: Associate Market Executive-florida at UBS
Location: Tampa, FL, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Associate Market Executive-florida
UBS
Jan 2024 — Present

Skills

Equities
Financial Modeling
Risk Management
Investments
Series 7
Financial Advisory
Investment Strategies
Small Business Lending
Mutual Funds
Finance
Wealth Management
Wealth Management Services
66
Financial Analysis
Financial Services
Alternative Investments
Banking
Relationship Management
Investment Management
Fixed Income
Series 63
Management
Loans
Investment Banking
Uniform Combined State Law
Financial Planning
Asset Allocation
Asset Management
Securities
31
Securities Lending
Portfolio Management
Nmls Licensed
Mortgage Lending
Wealth
Private Banking
Strategic Financial Planning
Credit
Retirement Planning

Contact information

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Work email
•••••@ubs.com
Personal email
•••••@•••••.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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Experience

Associate Market Executive-florida

Skills

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