Lee McCarthy Email & Phone Number
Financial Advisor @ UBS Group AG
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Lee McCarthy Location
- Milwaukee, WI, US
Lee McCarthy Work
- 2016 -now Financial Advisor @
- 2010 -2016 Wealth Strategy Associate @
- 2010 -2010 Associate Banker @ J.P. Morgan
- 2003 -2010 Institutional Fixed Income Sales Associate @ UBS
- 2002 -2003 Trader - Certificate of Deposits @ UBS
- 2000 -2002 Trading Assistant @ UBS
Lee McCarthy Education
- University of Rhode Island
Bachelor of Arts (B.A.) (Finance, General)
1996-2000
Lee McCarthy Skills
- Portfolio Management
- Finance
- Series 63
- PowerPoint
- Fixed Income
- Public Speaking
Lee McCarthy Summary
- Lee McCarthy, based in Milwaukee, WI, US, is currently a Financial Advisor at UBS. Lee McCarthy brings experience from previous roles at UBS Financial Services, J.P. Morgan and UBS. Lee McCarthy holds a 1996 - 2000 Bachelor of Arts (B.A.) in Finance, General @ University of Rhode Island. With a robust skill set that includes Portfolio Management, Finance, Series 63, PowerPoint, Fixed Income and more. Lee McCarthy has 3 emails and 1 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
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Chairman, UBS Global Wealth Management Americas
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Edmund Koh
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Daniel Hunziker
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Tobias Vogel
CEO UBS Europe SE
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David Wildermuth
President UBS Americas Holdings LLC
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