Rob Ray Email & Phone Number
Vice President - Wealth Management @ UBS Group AG
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Rob Ray Location
- Detroit, MI, US
Rob Ray Work
- Vice President - Wealth Management @ (April 2005 - Present)
- Financial Planning Coordinator @ (April 2005 - April 2006)
- Investment Associate @ (February 2003 - March 2005)
Rob Ray Education
- University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor Program
2023-2023 - Oakland University
CFP® Certificate (Personal Financial Planning)
2005-2007 - Oakland University
B.S. (Finance)
1997-2005
Rob Ray Skills
- Customer Service
- Wealth Management
- Retirement Planning
- Tax
- Strategic Financial Planning
- Philanthropy
- Financial Services
- Financial Planning
Rob Ray Summary
- Rob Ray, based in Detroit, MI, US, is currently a Vice President - Wealth Management at UBS. Rob Ray brings experience from previous roles at UBS and Morgan Stanley. Rob Ray holds a 2023 - 2023 Certified Private Wealth Advisor Program @ University of Chicago Booth School of Business Executive Education. With a robust skill set that includes Customer Service, Wealth Management, Retirement Planning, Tax, Strategic Financial Planning and more. Rob Ray has 2 emails and 2 mobile phone numbers on RocketReach.
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