James New Email & Phone Number
Managing Director - Wealth Management @ UBS Group AG
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James New Location
- Washington, DC, US
James New Work
- 2016 -now Managing Director - Wealth Management @
- 2011 -2016 Director @
- 1998 -2011 Principal @
- 1994 -1998 Vice President @
- 1992 -1994 Vice President @
James New Education
- Washington and Lee University 1983-1987
- Chaminade High School 1979-1983
James New Skills
- Due Diligence
- Investments
- Asset Management
- Strategic Planning
- Strategy
- Financial Analysis
- Start-ups
- Business Strategy
- Wealth Management
- Business Development
- Sales
- Public Speaking
- New Business Development
- Project Management
- Portfolio Management
- Leadership
- Team Building
- Accounting
- Valuation
- Start Ups
- Financial Modeling
- Real Estate
- Mergers and Acquisitions
James New Summary
- James New, based in Washington, DC, US, is currently a Managing Director - Wealth Management at UBS. James New brings experience from previous roles at Credit Suisse, Bernstein Private Wealth Management, The Staubach Company and Trammell Crow Company. James New holds a 1983 - 1987 Washington and Lee University. With a robust skill set that includes Due Diligence, Investments, Asset Management, Strategic Planning, Strategy and more. James New has 3 emails and 1 mobile phone numbers on RocketReach.
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