James Engel Email & Phone Number
Sr. Vice President - Wealth Management and CFP - Financial Advisor @ UBS Group AG
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James Engel Location
- New York, NY, US
James Engel Work
- 1989 -now Sr. Vice President - Wealth Management and CFP - Financial Advisor @
James Engel Education
- New York University - Leonard N. Stern School of Business
M.B.A. (Finance)
1982-1984 - Clarkson College of Technology
B.S. (Mathematics)
1974-1979
James Engel Skills
- Investments
- Wealth Management
- Series 7
- Series 63
- Management
- Microsoft Office
- Project Management
- Marketing
James Engel Summary
- James Engel, based in New York, NY, US, is currently a Sr. Vice President - Wealth Management and CFP - Financial Advisor at UBS. James Engel holds a 1982 - 1984 M.B.A. in Finance @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Investments, Wealth Management, Series 7, Series 63, Management and more. James Engel has 3 emails and 2 mobile phone numbers on RocketReach.
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James Engel
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Beverly Hills, CA, US
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