Robert Cruz Email
Financial Advisor, Senior Vice President - Wealth Management @ UBS Group AG
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Robert Cruz Location
- Los Angeles, CA, US
Robert Cruz Work
- Financial Advisor, Senior Vice President - Wealth Management @ (January 2025 - Present)
- Vice President - Wealth Management @ (January 2023 - January 2024)
- Financial Advisor @ (January 2019 - January 2023)
- Wealth Strategy Associate @ (January 2017 - January 2019)
- Registered Client Associate @ (January 2013 - January 2017)
- Registered Client Associate @ (January 2009 - January 2013)
Robert Cruz Education
- MIT Sloan School of Management
Master of Business Administration - MBA
2024-2026 - Boise State University
Finance
- California State University, Northridge
Bachelor of Science (Finance)
Robert Cruz Skills
- Asset allocation
- Financial planning
- Wealth management
Robert Cruz Summary
- Robert Cruz, based in Los Angeles, CA, US, is currently a Financial Advisor, Senior Vice President - Wealth Management at UBS. Robert Cruz brings experience from previous roles at UBS. Robert Cruz holds a 2024 - 2026 Master of Business Administration - MBA @ MIT Sloan School of Management. With a robust skill set that includes Asset allocation, Financial planning, Wealth management and more. Robert Cruz has 3 emails on RocketReach.
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