Urs Weber Email & Phone Number
Multilingual, Enthusiastic and Compassionate Dual Citizen with Strong People Skills @ Career Break
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Urs Weber Location
- New York, NY, US
Urs Weber Work
- 2022 -now Multilingual, Enthusiastic and Compassionate Dual Citizen with Strong People Skills @
- 2019 -2021 Senior Advisor @ Central Family Advisors LLC
- 2016 -2018 Executive Director and Business Development and Wealth Advisor at VONTOBEL Swiss Wealth Advisors Ltd. @
- 2014 -2016 Relationship Manager and Investment Advisor in ESG and Sustainable and Impact Investing @
- 2013 -2014 Vice President and Investment Advisor and Product Specialist in TD Wealth Private Client Group @
- 2010 -2013 Vice President and Equity Strategy Research Product Sales at State Street Global Markets @
- 2002 -2009 Executive Director and Portfolio, Relationship and Product Manager in UBS Global Wealth Management @
- 1991 -2002 First Vice President and Portfolio and Relationship Manager in ABN AMRO Private Asset Management @
Urs Weber Education
- Swiss Commercial School
(Finance & Economics)
- New York Institute of Finance
Bond Market Analysis / Options and Futures Markets / Technical Analysis
- Swiss Military (Officer Academy)
First Lieutenant (honorable discharge)
- New York Institute of Finance
Portfolio Management / Security Analysis / Quantitative Analysis
- University of Exeter
English Language & English Law
Urs Weber Skills
- Fixed Income
- Portfolio Management
- Equities
- Hedge Funds
- Asset Management
- Capital Markets
- Investment Management
- Investments
- Financial Markets
- Asset Allocation
- Asset Managment
- Wealth Management
- Derivatives
- Securities
- Financial Services
- Banking
- Series 7
- High Net Worth Individuals
- Equity Trading
- ETFs
- Private Banking
- Investment Banking
- Trading
- FX Options
- Finance
- Financial Advisory
- Bonds
- Equity Research
- Bloomberg
- Strategy
- Foreign Exchange
- Private Equity
- Mutual Funds
- FINRA
- Investment Strategies
- Financial Structuring
- CRM
- Relationship Management
- Alternative Investments
- Investment Advisory
- Risk Management
- Sustainable Investing
- Customer Relationship Management (CRM)
- Foreign Exchange (FX) Options
- PowerPoint
- Microsoft Excel
- Marketing
- Customer Service
- Foreign Exchange Fx Options
- Leadership
- Customer Relationship Management Crm
- Financial Analysis
- Project Management
- Strategic Planning
- Customer Relationship Management
- Foreign Exchange Options
Urs Weber Summary
- Urs Weber, based in New York, NY, US, is currently a Multilingual, Enthusiastic and Compassionate Dual Citizen with Strong People Skills at Career Break. Urs Weber brings experience from previous roles at Central Family Advisors LLC, Vontobel, Cornerstone Capital Inc. and TD. Urs Weber holds a Swiss Commercial School. With a robust skill set that includes Fixed Income, Portfolio Management, Equities, Hedge Funds, Asset Management and more. Urs Weber has 5 emails and 1 mobile phone numbers on RocketReach.
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