Anna Barone Email & Phone Number
Director, Client Advisor - UBS @ UBS Group AG
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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.
Looking for a different Anna Barone?
Find contact details for 700 million professionals.
Others Named Anna Barone
Anna Barone
Director, Client Advisor - UBS
Montreal, QC, CA
Anna Barone
Automation Engineer 2
California, United States
Anna Barone
FOH Manager
Rome, IT
Anna Barone
Subagente
Lecce, IT
Top UBS Group AG Employees
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Jim Kennedy
CTO, Wealth Management Americas
United States
Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Fernando Vita
CEO and Country Head - UBS Mexico
São Paulo, SP, BR
Francesca Giordana
CEO of UBS Fiduciaria
Milan, IT
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Wiwi Gutmannsbauer
COO Asia Pacific
Zürich, ZH, CH
Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
Tom Hall
CEO, UBS Optimus Foundation network
London, GB
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co