Tim Lappin
Senior Wealth Strategy Associate Private Wealth Management at UBS Financial Services
- Role
- Financial Advisor at UBS
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tim Lappin
Raleigh PWM is a nationally recognized team, managing $2.0 billion of personal wealth…
Experience
Financial Advisor
Jan 2020 — Present · Raleigh, NC, US
Education
Brown University
Bachelor’s Degree
Skills
- Management
- Strategic Planning
- Leadership
- Team Building
- Social Networking
- Microsoft Word
- Public Speaking
- Powerpoint
- Customer Service
- Research
- Microsoft Excel
- Event Planning
- Teamwork
- Microsoft Office
- Social Media
- Time Management
- Marketing
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