Daniel de Leon Email & Phone Number
Private Wealth Management Associate Market Executive @ UBS Group AG
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Daniel de Leon Location
- New York, NY, US
Daniel de Leon Work
- 2025 -now Private Wealth Management Associate Market Executive @
- 2025 -now Global Chief Operating Officer - Third Party Wealth @
- 2022 -now Vice President @
- 2021 -2022 Investment Banking Associate @
- 2020 -2020 Investment Banking Summer Associate, Mergers and Acquisitions @
- 2018 -2019 Financial Investment Professional, Private Wealth Management @
- 2014 -2017 Financial Analyst, Private Wealth Management @
Daniel de Leon Education
- The Wharton School
Master of Business Administration - MBA
2019-2021 - Johns Hopkins University Advanced Academic Programs
Master of Science - MS (Applied Economics)
2012-2014 - The Johns Hopkins University
Bachelor of Arts (Economics & International Studies)
2007-2011
Daniel de Leon Skills
- Visual Basic
- Series 63
- Bloomberg Terminal
- Microsoft Excel
- Bloomberg
- June 2012
- C++
- Series 7
- Passed Level I of Cfa
- Passed Level I of Cfa Curriculum
Daniel de Leon Summary
- Daniel de Leon, based in New York, NY, US, is currently a Private Wealth Management Associate Market Executive at UBS. Daniel de Leon brings experience from previous roles at Goldman Sachs and Evercore. Daniel de Leon holds a 2019 - 2021 Master of Business Administration - MBA @ The Wharton School. With a robust skill set that includes Visual Basic, Series 63, Bloomberg Terminal, Microsoft Excel, Bloomberg and more. Daniel de Leon has 3 emails and 1 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
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Edmund Koh
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Vinit Nangia
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Blake Hiltabrand
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Daniel Hunziker
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Tom Hall
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David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
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