Nancy Matta Email & Phone Number
Financial Advisor, Senior Vice President - Wealth Management @ UBS Group AG
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Nancy Matta Location
- New York, NY, US
Nancy Matta Work
- 2009 -now Financial Advisor, Senior Vice President - Wealth Management @
- 1980 -2009 First Vice President - Investments @
Nancy Matta Education
- The Wharton School
Certified Investment Management Analyst
1999-2000 - NYU School of Professional Studies
Certified Financial Planner (Financial Planning)
1998-2000 - SUNY Oneonta
(Psychology)
1973-1977
Nancy Matta Skills
- Wealth Management
- Strategic Financial Planning
- Philanthropy
- Portfolio Management
- Asset Management
- Problem Solving
Nancy Matta Summary
- Nancy Matta, based in New York, NY, US, is currently a Financial Advisor, Senior Vice President - Wealth Management at UBS. Nancy Matta brings experience from previous roles at Merrill Lynch. Nancy Matta holds a 1999 - 2000 Certified Investment Management Analyst @ The Wharton School. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Philanthropy, Portfolio Management, Asset Management and more. Nancy Matta has 3 emails and 3 mobile phone numbers on RocketReach.
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