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
- 2025 - now Managing Director, Merrill Capabilities Executive @
- 2020 - 2025 Managing Director, Field Operations Executive @
- 2020 - 2020 Managing Director, COO for Merrill Private Wealth Management, International and Institutional @
- 2018 - 2020 COO for Merrill Private Wealth Management, International and Institutional @
- 2009 - 2020 Director @
- 2007 - 2009 Investment Banking Analyst @
- 2025 - 2025 Co-Founder @
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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