Stephen Michael Email & Phone Number
Financial Advisor @ UBS Group AG
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Stephen Michael Location
- Boston, MA, US
Stephen Michael Work
- Financial Advisor @ (October 2015 - Present)
- Director @ (December 2014 - October 2015)
- Vice President - Private Banking USA @ (April 2003 - December 2014)
- Board Member @ One Family Inc. (March 2010 - October 2012)
- Investment Associate @ (April 2002 - April 2003)
- Investment Associate @ (August 2001 - April 2002)
- Investment Associate @ Robertson Stephens (December 1999 - August 2001)
- Investment Associate @ PaineWebber (UBS) (December 1997 - December 1999)
Stephen Michael Education
- University of Massachusetts Amherst
BS (Finance)
1994-1996 - Stonehill College
(Finance)
1992-1994
Stephen Michael Skills
- Services
- Portfolio Management
- Pinnacle
- Financial Modeling
- Business Development
- Strategic Planning
- Research
- Alternative Investments
- Wealth Management
- Sales
- Private Equity
- Credit
- Derivatives
- Equities
- Capital Management
Stephen Michael Summary
- Stephen Michael, based in Boston, MA, US, is currently a Financial Advisor at UBS Financial Services Inc.. Stephen Michael brings experience from previous roles at Credit Suisse, One Family Inc. and Pinnacle Capital Management. Stephen Michael holds a 1994 - 1996 BS in Finance @ University of Massachusetts Amherst. With a robust skill set that includes Services, Portfolio Management, Pinnacle, Financial Modeling, Business Development and more. Stephen Michael has 3 emails and 1 mobile phone numbers on RocketReach.
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