Daniel Lewin Email & Phone Number
Senior Vice President - Wealth Management @ UBS Group AG
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Daniel Lewin Location
- Boston, MA, US
Daniel Lewin Work
- 2009 - now Senior Vice President - Wealth Management @
- 2006 - 2009 Financial Advisor @
- 2004 - 2006 Financial Advisor @
Daniel Lewin Education
- Boston College - Carroll School of Management
Bachelor's degree (Finance)
1996 - 1999
Daniel Lewin Skills
- Financial Analysis
- Asset Allocation
- Retirement Planning
- Business Strategy
- Asset Management
- Series 63
- Asset Protection
- Inter-Generational Wealth Transfer
- Wealth Management Services
- Firewalls
- Windows Server
- Cisco Technologies
- Active Directory
- Data Center
- ITIL
- Networking
- Forecasting
- Business Development
- Negotiation
- Vendor Management
- Switches
- Strategic Planning
- Virtualization
- WIP
- Budgeting
- IT Operations
- Network Security
- Manufacturing
- Juniper
- Disaster Recovery
- WAN
- Load Balancing
- Management
- VPN
- Project Management
- Product Development
- Marketing Strategy
- Security
- Servers
- VMware
- Financial Planning
- Equities
- Mutual Funds
- Inter Generational Wealth Transfer
Daniel Lewin Summary
- Daniel Lewin, based in Boston, MA, US, is currently a Senior Vice President - Wealth Management at UBS. Daniel Lewin brings experience from previous roles at Morgan Stanley Smith Barney and Merrill Lynch. Daniel Lewin holds a 1996 - 1999 Bachelor's degree in Finance @ Boston College - Carroll School of Management. With a robust skill set that includes Financial Analysis, Asset Allocation, Retirement Planning, Business Strategy, Asset Management and more. Daniel Lewin has 4 emails and 1 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Vinit Nangia
CTO End User Services
Huntington Station, NY, US
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Tom Hall
CEO, UBS Optimus Foundation network
London, GB
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
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