Michael Rolfes Email & Phone Number
Senior Wealth Strategy Associate @ UBS Group AG
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Michael Rolfes Location
- Cincinnati, OH, US
Michael Rolfes Work
- 2022 -now Senior Wealth Strategy Associate @
- 2020 -2022 Vice President, Wealth Management Advisor @
- 2018 -2019 Assistant Vice President, Associate Wealth Management Advisor @
- 2017 -2018 Assistant Vice President, Wealth Planning Analyst @
- 2014 -2017 Financial Planner @
- 2011 -2014 Associate Financial Consultant @
- 2008 -2011 Retirement Solutions @
Michael Rolfes Education
- Franciscan University of Steubenville
Bachelor of Business Administration (B.B.A.) (Finance)
2004-2008
Michael Rolfes Summary
- Michael Rolfes, based in Cincinnati, OH, US, is currently a Senior Wealth Strategy Associate at UBS. Michael Rolfes brings experience from previous roles at Fifth Third Private Bank and Ayco, a Goldman Sachs Company. Michael Rolfes holds a 2004 - 2008 Bachelor of Business Administration (B.B.A.) in Finance @ Franciscan University of Steubenville. Michael Rolfes has 3 emails and 2 mobile phone numbers on RocketReach.
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