Robert Rossi Email & Phone Number
Senior Vice President, Wealth Advisor - Wealth Management @ UBS Group AG
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Robert Rossi Location
- New York, NY, US
Robert Rossi Work
- 2006 -now Senior Vice President, Wealth Advisor - Wealth Management @
- 2004 -2014 Board of Governors, Cornell Club of Northern New Jersey @
- 2001 -2006 Wealth Advisor @
- 1987 -2001 Sales Engineer @
Robert Rossi Education
- Cornell University
BS (Engineering)
- Cornell University
MBA (Finance)
- University of Pennsylvania - The Wharton School
- The Dalton School
Robert Rossi Skills
- Financial Planning
- Investments
- Portfolio Management
- Asset Allocation
- Tactical Asset Allocation
- Financial Analysis
- Research
- Retirement Planning
- Life Transitions
- Liability Analysis
- Due Diligence
- Leadership
- Public Speaking
- Business Networking
- Estate Planning
- Financial Modeling
- Finance
- Wealth Management
- Mechanical Engineering
- MBA
- Investment Banking
- Private Banking
- Commercial Real Estate
Robert Rossi Summary
- Robert Rossi, based in New York, NY, US, is currently a Senior Vice President, Wealth Advisor - Wealth Management at UBS. Robert Rossi brings experience from previous roles at Cornell University, Morgan Stanley and Bobst Group. Robert Rossi holds a BS in Engineering @ Cornell University. With a robust skill set that includes Financial Planning, Investments, Portfolio Management, Asset Allocation, Tactical Asset Allocation and more. Robert Rossi has 2 emails and 1 mobile phone numbers on RocketReach.
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