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 2 mobile phone numbers on RocketReach.
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