Stuart Collett Email & Phone Number
Senior Wealth Strategy Associate @ UBS Group AG
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Stuart Collett Location
- Lafayette, CA, US
Stuart Collett Work
- 2015 -now Senior Wealth Strategy Associate @
- 2012 -2015 Business Analyst @
- 2008 -2012 Senior Relationship Manager @
- 2008 -2008 Intern @ Oppenheimer & Co.
Stuart Collett Education
- California State University, Chico
Bachelor of Science (B.S.) (Business Administration, Finance)
- Campolindo High School
Stuart Collett Skills
- Wealth Management
- Series 63
- Securities
- Investments
- Microsoft Excel
- Salesforce.com
- Fixed Income
- Asset Allocation
- Series 7
- Equities
- Mutual Funds
Stuart Collett Summary
- Stuart Collett, based in Lafayette, CA, US, is currently a Senior Wealth Strategy Associate at UBS Private Wealth Management. Stuart Collett brings experience from previous roles at Credit Suisse, United Capital Financial Advisers and Oppenheimer & Co.. Stuart Collett holds a Bachelor of Science (B.S.) in Business Administration, Finance @ California State University, Chico. With a robust skill set that includes Wealth Management, Series 63, Securities, Investments, Microsoft Excel and more. Stuart Collett has 3 emails and 2 mobile phone numbers on RocketReach.
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