David Blank Email & Phone Number
Managing Director, Head of UMA and SMA Advisory Solutions @ UBS
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David Blank Location
- Montclair, NJ, US
David Blank Work
- Managing Director, Head of UMA and SMA Advisory Solutions @ (January 2024 - Present)
- Head, Digital Advice, Sma, Uma and Mutual Fund Advisory Platforms @ (March 2022 - Present)
- Head, Separately Managed Account, Unified Managed Account and Mutual Fund Advisory Platforms @ (July 2018 - April 2022)
- Head, Mutual Fund Advisory, Firm Discretionary Platform and Advisory Pricing @ (May 2016 - July 2018)
- Advisory Solutions Strategic Initiatives @ (April 2015 - May 2016)
- Head, Investment Management Business Development @ (April 2014 - April 2015)
- Director, Wealth Management Partnerships @ (March 2010 - April 2014)
- Associate Director, Client Segmentation @ (October 2007 - March 2010)
- Senior, Technology and Security Risk Services @ (October 2004 - October 2007)
- Assistant to the Chief Financial Officer - Rolling Stones and Sting Tours @ Rzo (June 2003 - October 2004)
David Blank Education
- New York University
Master Of Business Administration (Finance)
2006-2008 - Binghamton University
Bachelor Of Science (Information Systems, Finance)
1999-2003
David Blank Skills
- Financial Analysis
- Due Diligence
- SOX
- Risk Management
- Financial Reporting
- Client Segmentation
- Partner Relationship Management
- Series 7
- Management
- Process Improvement
- Portfolio Management
- Segmentation
- Sarbanes-Oxley Act
- Asset Management
- Wealth Management
- Hedge Funds
- Strategy
- Partner Management
- Auditing
- Fixed Income
- Sarbanes Oxley Act
David Blank Summary
- David Blank, based in Montclair, NJ, US, is currently a Managing Director, Head of UMA and SMA Advisory Solutions at UBS. David Blank brings experience from previous roles at Ubs. David Blank holds a 2006 - 2008 Master Of Business Administration in Finance @ New York University. With a robust skill set that includes Financial Analysis, Due Diligence, SOX, Risk Management, Financial Reporting and more. David Blank has 3 emails and 1 mobile phone numbers on RocketReach.
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