Stephen Michael Email & Phone Number
Financial Advisor @ UBS Group AG
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Stephen Michael Location
- Boston, MA, US
Stephen Michael Work
- 2015 -now Financial Advisor @
- 2014 -2015 Director @
- 2003 -2014 Vice President - Private Banking USA @
- 2010 -2012 Board Member @ One Family Inc.
- 2002 -2003 Investment Associate @
- 2001 -2002 Investment Associate @
- 1999 -2001 Investment Associate @ Robertson Stephens
- 1997 -1999 Investment Associate @ PaineWebber (UBS)
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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