Russell Cory
Senior Vice President - Wealth Management - Portfolio Manager - Financial Advisor at UBS Financial Services Inc.
- Role
- Senior Vice President - Wealth Management Portfolio Manager at UBS
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Russell Cory
By developing and implementing solid financial strategies, Russell assists clients in meeting their goals for the future. Ensuring a comfortable retirement for clients is a goal that UBS strives to fulfill. Advising clients in numerous areas, Russell tailors their portfolios to specific individual financial needs, while guiding them through various life events.**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Vice President - Wealth Management Portfolio Manager
May 2008 — Present · Reno, NV, US
Ensuring a comfortable and worry-free retirement for clients is a goal that UBS strives to fulfill. Russell provides his clients with personalized and total portfolio management, specializing in retirement and financial planning.
Education
The Wharton School
Investment Advisor, Finance and Financial Management Services
2006 — 2007
North Idaho College
Associate of Science (A.S.), Education
1986 — 1988
University of Idaho
Bachelor's degree, Secondary Education and Teaching / Geography
1991 — 1993
Skills
- Strategic Planning
- Wealth Management
- Customer Service
- Team Building
- Management
- Retirement Planning
- Marketing
- Portfolio Management
- Event Planning
- Public Speaking
- Asset Management
- Leadership
- Sales
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