Stephen Dunne Email & Phone Number
Senior Vice President Wealth Management
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Stephen Dunne Location
- Boston, MA, US
Stephen Dunne Work
- 2016 -now Senior Vice President Wealth Management @ UBS
- 2006 -2016 Managing Director, Regional Manager - Private Banking @
- 2000 -2006 V.P. - Private Client Advisor @
- 1994 -2000 V.P. - Private Client Advisor @
- 1993 -1994 Financial Consultant @
- 1989 -1993 Mechanical Engineer and Quality Control @ Raytheon
Stephen Dunne Education
- University of Massachusetts Amherst
Bachelor of Science (Mechanical Engineering)
1983-1988
Stephen Dunne Skills
- Asset Management
- Portfolio Management
- Entrepreneurship
- Investment Strategies
- Wealth Management
- Retirement Planning
- Asset Allocation
- Strategic Financial Planning
- Philanthropy
- Business Analysis
- Risk Management
- Equities
- Investment Banking
- Capital Markets
- Fixed Income
- Hedge Funds
- Investments
- Private Equity
- Alternative Investments
- Derivatives
- Financial Modeling
- Equity Research
- Finance
- Management
- Private Banking
- Leadership
- Trust And Estate Planning
- Financial Planning
- Sales
- Microsoft Excel
- Java
- Marketing
- Customer Service
- Engineering
Stephen Dunne Summary
- Stephen Dunne, based in Boston, MA, US, is currently a Senior Vice President Wealth Management at UBS. Stephen Dunne brings experience from previous roles at Credit Suisse Securities (USA), LLC, Credit Suisse Securities(USA), LLC, Donaldson, Lufkin & Jenrette and Smith Barney. Stephen Dunne holds a 1983 - 1988 Bachelor of Science in Mechanical Engineering @ University of Massachusetts Amherst. With a robust skill set that includes Asset Management, Portfolio Management, Entrepreneurship, Investment Strategies, Wealth Management and more. Stephen Dunne has 3 emails and 1 mobile phone numbers on RocketReach.
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