David Giffen Email & Phone Number
Managing Director, Head of Advisory Program Management and Governance @ UBS Group AG
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David Giffen Location
- River Edge, NJ, US
David Giffen Work
- 2019 -now Managing Director, Head of Advisory Program Management and Governance @
- 2015 -2019 Executive Director, Head of FA Guided and Firm Discretionary Programs @
- 2010 -2015 Program Manager, Managed Accounts @
- 2008 -2010 Progam Manager, Institutional Consulting @
- 2006 -2008 Operations Associate, Institutional Consulting @
David Giffen Education
- Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA) (Finance, General)
2004-2006
David Giffen Skills
- Series 7
- Wealth Management
- Investment Advisory
- Separately Managed Accounts
- Institutional Consulting
- Series 66
- Uma
- Wrap
- Program Management
- Financial Services
- Wealth Management Services
- 401k
- Contract Negotiation
- Mutual Funds
- Alternative Investments
- Asset Management
- Securities
- Fixed Income
David Giffen Summary
- David Giffen, based in River Edge, NJ, US, is currently a Managing Director, Head of Advisory Program Management and Governance at UBS. David Giffen brings experience from previous roles at UBS and UBS Wealth Management. David Giffen holds a 2004 - 2006 Master of Business Administration (MBA) in Finance, General @ Fairleigh Dickinson University-Metropolitan Campus. With a robust skill set that includes Series 7, Wealth Management, Investment Advisory, Separately Managed Accounts, Institutional Consulting and more. David Giffen has 3 emails and 2 mobile phone numbers on RocketReach.
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