Jeffrey Oster Email & Phone Number
Managing Director and Private Wealth Advisor @ UBS Group AG
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Jeffrey Oster Location
- San Francisco, CA, US
Jeffrey Oster Work
- 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 2 emails and 3 mobile phone numbers on RocketReach.
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