Philippe Poli Email & Phone Number
Executive Director, Relationship Manager @ UBS Group AG
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Philippe Poli Location
- Monaco
Philippe Poli Work
- 2024 -now Executive Director, Relationship Manager @
- 2016 -2024 Director, Relationship Manager @
- 2014 -2016 Director, Investment Specialist @
- 2010 -2014 Vice President, Investment Advisor @
- 2007 -2010 Senior Analyst @ Taurus Invest SAM (Private Family Office)
- 2004 -2006 Private Equity Analyst @ Taurus Invest SAM (Private Family Office)
- 1996 -2000 Player @ PSG Racing Basket
Philippe Poli Education
- Université de Nice-Sophia Antipolis
MSc (Financial Engineering)
2000-2004 - Université Paris 2 Panthéon-Assas
DEUG (Sciences Economiques et Gestion)
1998-2000 - Lycée Jean de la Fontaine, Paris XVI
French Baccalaureat (S)
1996-1997 - Lycee Albert 1er, Monaco
Philippe Poli Skills
- Hedge Funds
- Portfolio Management
- Equities
- Investments
- Fixed Income
- Private Equity
- Mutual Funds
- Financial Services
- Private Banking
- Wealth Management
- Asset Management
- Alternative Investments
- Asset Allocation
- Financial Markets
- Investment Advisory
- Leadership
- Financial Analysis
- Strategic Planning
- Microsoft Excel
Philippe Poli Summary
- Philippe Poli, based in Monaco, is currently a Executive Director, Relationship Manager at UBS. Philippe Poli brings experience from previous roles at UBS, Barclays Wealth and Taurus Invest SAM (Private Family Office). Philippe Poli holds a 2000 - 2004 MSc in Financial Engineering @ Université de Nice-Sophia Antipolis. With a robust skill set that includes Hedge Funds, Portfolio Management, Equities, Investments, Fixed Income and more. Philippe Poli has 4 emails and 2 mobile phone numbers on RocketReach.
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