Sean Anthony Email & Phone Number
Managing Director, Private Wealth Advisor @ UBS Group AG
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Sean Anthony Location
- California, United States
Sean Anthony Work
- Managing Director, Private Wealth Advisor @ (September 2020 - Present)
- Senior Vice President, Private Client Advisor @ (December 2015 - September 2020)
- Vice President Private Wealth Management @ (September 2008 - December 2015)
- Vice President Premier Client Manager @ (January 2002 - September 2008)
Sean Anthony Education
- The Wharton School
Investment Management and Finance Executive Program
2016-2016 - California Lutheran University
MBA (Financial Planning)
2006-2008
Sean Anthony Skills
- Asset Management
- Business Development
- Certified Financial Planner
- High Net Worth Individuals
- Securities
- Series 7
- Wealth Management
- Wealth Management Services
Sean Anthony Summary
- Sean Anthony, based in California, United States, is currently a Managing Director, Private Wealth Advisor at UBS. Sean Anthony brings experience from previous roles at U.S. Trust, Wells Fargo and Bank of America. Sean Anthony holds a 2016 - 2016 Investment Management and Finance Executive Program @ The Wharton School. With a robust skill set that includes Asset Management, Business Development, Certified Financial Planner, High Net Worth Individuals, Securities and more. Sean Anthony has 5 emails and 1 mobile phone numbers on RocketReach.
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