Robert Perlman Email & Phone Number
Managing Director-Wealth Management @ UBS Group AG
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Robert Perlman Location
- New York, NY, US
Robert Perlman Work
- 2015 -now Managing Director-Wealth Management @
- 2008 -2015 Managing Director @
- 1988 -2008 Managing Director @ Lehman Brothers
Robert Perlman Education
- University of Massachusetts, Amherst
BA
1984-1988
Robert Perlman Skills
- Strategic Planning
- Management
- Customer Service
- Finance
- Series 63
- Investment Strategies
- Series 65
- Philanthropy
- Asset Allocation
- Financial Analysis
- Strategic Finanical Planning
- Series 7
- Retirement Planning
- Wealth Management
Robert Perlman Summary
- Robert Perlman, based in New York, NY, US, is currently a Managing Director-Wealth Management at UBS. Robert Perlman brings experience from previous roles at Credit Suisse and Lehman Brothers. Robert Perlman holds a 1984 - 1988 BA @ University of Massachusetts, Amherst. With a robust skill set that includes Strategic Planning, Management, Customer Service, Finance, Series 63 and more. Robert Perlman has 2 emails on RocketReach.
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