Brian Ubaldi Email & Phone Number
Managing Director, Merrill Capabilities Executive @ Merrill Lynch
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Brian Ubaldi Location
- New York, NY, US
Brian Ubaldi Work
- Managing Director, Merrill Capabilities Executive @ (November 2025 - Present)
- Managing Director, Field Operations Executive @ (August 2020 - November 2025)
- Managing Director, COO for Merrill Private Wealth Management, International and Institutional @ (February 2020 - August 2020)
- COO for Merrill Private Wealth Management, International and Institutional @ (April 2018 - August 2020)
- Director @ (May 2009 - February 2020)
- Investment Banking Analyst @ (July 2007 - May 2009)
- Co-Founder @ (February 2025 - November 2025)
Brian Ubaldi Education
- The Wharton School
Master of Business Administration (M.B.A.) (Finance)
2012-2014 - Villanova University
BS (Finance)
2003-2007
Brian Ubaldi Skills
- Leadership
- Portfolio Management
- Microsoft Excel
- Recruiting
- Strategy
- Financial Services
Brian Ubaldi Summary
- Brian Ubaldi, based in New York, NY, US, is currently a Managing Director, Merrill Capabilities Executive at Merrill Lynch. Brian Ubaldi brings experience from previous roles at Merrill Lynch. Brian Ubaldi holds a 2012 - 2014 Master of Business Administration (M.B.A.) in Finance @ The Wharton School. With a robust skill set that includes Leadership, Portfolio Management, Microsoft Excel, Recruiting, Strategy and more. Brian Ubaldi has 2 emails and 1 mobile phone numbers on RocketReach.
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