Brian Ubaldi Email & Phone Number
Managing Director, Merrill Capabilities Executive @ Merrill Lynch
5 free lookup(s).
No credit card required.
Brian Ubaldi Location
- New York, NY, US
Brian Ubaldi Work
- 2025 - now Managing Director, Merrill Capabilities Executive @
- 2025 - 2025 Co-Founder @
- 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 @
Brian Ubaldi Education
- Wharton Business 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 deedzy Inc. and Merrill Lynch. Brian Ubaldi holds a 2012 - 2014 Master of Business Administration (M.B.A.) in Finance @ Wharton Business 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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Brian Ubaldi?
Find contact details for 700 million professionals.
Top Merrill Lynch Employees
Naveen Agarwal
Managing Director, CFO - Merrill Wealth Management
New York, NY, US
Michael Feniger
Managing Director of Equity Research
New York, NY, US
Charu Mani
Managing Director
New York, NY, US
Gordana Warga
Chief Operating Officer for The Gsell Group
Far Hills, NJ, US
Timothy Fallon
Managing Director
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co