2008 -now Managing Director and Private Wealth Advisor @
2004 -2008 Managing Director @ Lehman Brothers
1993 -2004 Managing Director @ Montgomery Securities/BofA
Jeffrey Oster Education
Northwestern University - Kellogg School of Management
MBA (Finance, Marketing)
1988-1991
California State University, Chico
BA (Int'l Relations, Economics, English)
1978-1982
Jeffrey Oster Skills
Equities
Fixed Income
Wealth Management
Asset Allocation
Investment Strategies
Finance
Securities
Risk Management
Alternative Investments
Portfolio Management
Private Equity
Project Management
Investments
Public Speaking
Training
Strategy
Hedge Funds
Jeffrey Oster Summary
Jeffrey Oster, based in San Francisco, CA, US, is currently a Managing Director and Private Wealth Advisor at UBS. Jeffrey Oster brings experience from previous roles at Lehman Brothers and Montgomery Securities/BofA. Jeffrey Oster holds a 1988 - 1991 MBA in Finance, Marketing @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Equities, Fixed Income, Wealth Management, Asset Allocation, Investment Strategies and more. Jeffrey Oster has 3 emails and 2 mobile phone numbers on RocketReach.
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