Daniel Smith Email & Phone Number
First Vice President-Wealth Management, CFP®, CRPC® @ UBS Group AG
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Smith Location
- Paramus, NJ, US
Daniel Smith Work
- First Vice President-Wealth Management, CFP®, CRPC® @ (May 2010 - Present)
- Financial Advisor, CRPC® @ (January 2002 - May 2010)
- VP, Lending @ (July 1995 - December 2001)
Daniel Smith Education
- Ithaca College
BS (MS, Education)
1978-1983 - Ilion High School
Daniel Smith Skills
- Financial Services
- Philanthropy
- Portfolio Management
- Problem solving
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Financial Markets
- Event Planning
- Higher Education
- PowerPoint
- Admissions
- Customer Service
- Microsoft Office
- Student Affairs
- Public Speaking
- Research
- Community Outreach
- Data Entry
- Staff Development
- Student Development
- Teaching
- Career Counseling
- Microsoft Word
- Estate Planning
- Series 63
- Wealth Management Services
- Investments
- Finance
- 401k
- Financial Goals
- Small Business
- Retirement
- Loans
- Series 7
Daniel Smith Summary
- Daniel Smith, based in Paramus, NJ, US, is currently a First Vice President-Wealth Management, CFP®, CRPC® at UBS. Daniel Smith brings experience from previous roles at Merrill Lynch and GE Capital. Daniel Smith holds a 1978 - 1983 BS in MS, Education @ Ithaca College. With a robust skill set that includes Financial Services, Philanthropy, Portfolio Management, Problem solving, Strategic Financial Planning and more. Daniel Smith has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Daniel Smith?
Find contact details for 700 million professionals.
Others Named Daniel Smith
Daniel Smith
President and CEO
Burlington, VT, US
Daniel Smith
CEO
Chelmsford, GB
Daniel Smith
CEO and Founder
Bournemouth, GB
Daniel Smith
Managing Director
Leeds, GB
Daniel Smith
Founder and Growth Lead
Southbank, VIC, AU
Daniel Smith
Founder
San Diego, CA, US
Daniel Smith
Chief Financial Officer
Cincinnati, OH, US
Daniel Smith
Chief Executive Officer
Montgomery, IL, US
Daniel Smith
President and Chief Executive Officer
Madison, WI, US
Daniel Smith
Co-Founder and CEO
New York, NY, US
Top UBS Group AG Employees
Anthony Donatelli
COO, Social Impact and Philanthropy, UBS
United Kingdom
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Jim Kennedy
CTO, Wealth Management Americas
United States
Callum Nieto
Chief Operating Officer, Investment Bank Americas
New York, NY, US
Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Fernando Vita
CEO and Country Head - UBS Mexico
State of São Paulo, Brazil
Francesca Giordana
CEO of UBS Fiduciaria
Milan, IT
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Marc-Anthony Hourihan
Chairman Global Mergers and Acquisitions
New York, NY, US
Joe Whitehead
COO Chief of Staff, UBS Asset Management
Sevenoaks, GB
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Wiwi Gutmannsbauer
COO Asia Pacific
Zurich, Switzerland
Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
Stefanie Stannard
COO - GFIW and UHNW
New York, NY, US
Nikunj Jha
CEO - UBS AG Mumbai Branch
Mumbai, MH, IN
Tom Hall
CEO, UBS Optimus Foundation network
London, GB
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co