Ricardo A Gonzalez
- Role
- International Division Director, Wealth Management Usa at UBS
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Ricardo A Gonzalez
These are the comments of this employee only, and not of UBS Financial Services Inc.…
Experience
International Division Director, Wealth Management Usa
Mar 2018 — Present
Responsible for the field leadership aspects of a dedicated international wealth management unit with booking centers in the United States, Latin America and Canada with a focus on catering to High Net Worth and Ultra High Net Worth clients located in Latin America, Asia, Canada, Europe and the Middle East. Our locations in the US operate across a client proximity driven structure in Florida, New York, Texas, and California. Our location in Latin America operates out of Montevideo, Uruguay. Our advisors service clients across a range of securities and private banking platforms globally.
Skills
- Leadership
- Capital Markets
- Risk Management
- Wealth Management
- Financial Planning
- Private Equity
- Investment Advisory
- Private Banking
- Asset Management
- Investment Management
- Investment Strategies
- Alternative Investments
- Series 7
- Securities
- Investment Banking
- Mutual Funds
- Financial Analysis
- High Net Worth Individuals
- Investments
- Fixed Income
- Finance
- Portfolio Management
- Financial Advisory
- Hedge Funds
- Equities
- Estate Planning
- Retirement Planning
- Series 63
- Asset Managment
- Asset Allocation
- Wealth Management Services
- Latin America
- Strategic Financial Planning
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