Tom Drake
Senior Vice President-Wealth Management, USA at UBS Financial Services Inc.
- Role
- Director Senior Portfolio Manager Wealth Management Usa at UBS
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Tom Drake
These 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
Director Senior Portfolio Manager Wealth Management Usa
Feb 2015 — Present
Education
College of Financial Planning
Chartered Retirement Plan Counselor
The Wharton School
CIMA@
California State
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
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