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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