Anna Barone Email & Phone Number
Director, Client Advisor - UBS @ UBS Group AG
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Anna Barone Location
- Montreal, QC, CA
Anna Barone Work
- 2022 -now Director, Client Advisor - UBS @
- 2015 -2022 Associate Director, Private Wealth Manager @
- 2014 -2015 Private Wealth Associate @
- 2006 -2013 Director Wealth Management Services @ Orientation Finance inc.
- 2000 -2006 Portfolio Assistant @
- 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
- Alternative Investments
- Wealth Management
- Equities
- Mutual Funds
- High Net Worth Individuals
- Leadership
- Project Management
- Marketing
- Microsoft Excel
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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