Jill Epstein Email & Phone Number
First Vice President - Wealth Management @ UBS Group AG
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Jill Epstein Location
- New York, NY, US
Jill Epstein Work
- 2006 -now First Vice President - Wealth Management @
- 1994 -2006 Vice President @ Lebenthal & Co.
- 1988 -1994 Assistant Vice President @
Jill Epstein Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Asset Allocation
- Risk Management
- Financial Analysis
- Philanthropy
- Public Speaking
- Microsoft Word
- Marketing
- Investments
Jill Epstein Summary
- Jill Epstein, based in New York, NY, US, is currently a First Vice President - Wealth Management at UBS. Jill Epstein brings experience from previous roles at Lebenthal & Co. and Kidder, Peabody & Co., Inc.. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management, Asset Allocation, Risk Management and more. Jill Epstein has 3 emails and 2 mobile phone numbers on RocketReach.
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