Anna Barone Location
Montreal, QC, CA
Anna Barone Work
- 2022 - now Director, Client Advisor - UBS @ UBS Group AG
- 2015 - 2022 Associate Director, Private Wealth Manager @ UBS Group AG
- 2014 - 2015 Private Wealth Associate @ UBS Group AG
- 2006 - 2013 Director Wealth Management Services @ Orientation Finance inc.
- 2000 - 2006 Portfolio Assistant @ BMO
- 1987 - 2000 Sales Assistant @ Jones Heward Investment Management inc.
Anna Barone Education
- Canadian Securities Institute
(Portfolio Management Techniques)
2010 - 2011 - Canadian Securities Institute
(Investment Management Techniques)
2009 - 2010 - Canadian Securities Institute
Certificate (Canadian Securities Course)
2008 - 2009
- Canadian Securities Institute
Canadian Practices Handbook - CPH (Completed March 2013)
- Laurier Macdonald High School
Anna Barone Skills
- Portfolio Management
- Business Development
- Wealth Management Services
- Investments
- Investment Strategies
- Investment Management
- ETFs
- Financial Analysis
- Asset Allocation
- Trading
Anna Barone Summary
Anna Barone, based in Montreal, QC, CA, is currently a Director, Client Advisor - UBS at UBS Wealth Management. Anna Barone brings experience from previous roles at UBS, UBS Wealth Management, Orientation Finance inc. and BMO Harris Private Banking. Anna Barone holds a 2010 - 2011 Canadian Securities Institute. With a robust skill set that includes Portfolio Management, Business Development, Wealth Management Services, Investments, Investment Strategies and more. Anna Barone has 2 emails and 1 mobile phone numbers on RocketReach.
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