Ubs Jan 2014 - Jan 2016
First Vice President Wealth Management and Cfp
Ubs Jan 2014 - Jan 2016
Senior Vice President Wealth Management and Cfp
Ubs Jan 2012 - Jan 2014
Certified Financial Planner and Vice President - Investments and Corporate Stock Benefit Consultant
Ubs Apr 2009 - Jan 2012
Account Vice President and Corporate Stock Benefit Consultant
Morgan Stanley Nov 2004 - Apr 2009
2Nd Vice President - Wealth Management
Education:
Denison University 1994 - 1997
Bachelors, Bachelor of Arts, Economics
Skills:
Retirement Planning Wealth Management Assest Allocation Investment Strategies Finance Financial Analysis Strategic Financial Planning Equities Fixed Income Securities Portfolio Management Asset Management Strategy Market Research Entrepreneurship Net Working Account Management Philanthropy Problem Solving Business Analysis Marketing Communications Customer Service Risk Management Financial Services
Certifications:
License 184339 Ubs Financial Services Inc. Important Notices (Link) Ubs Financial Services Inc. Important Notices Certified Financial Planner Cfp Board, License 184339
2001 to 2000JCB Laboratories Wichita, KS May 2014 to Dec 2014 Regional Sales Manager- California, Oregon, Washington, Massachusetts & ConnecticutAthenaHealth Boston, MA Nov 2013 to May 2014 Care Coordination and Epocrates Enterprise ExecutiveMedline Industries Mundelein, IL Jan 2013 to Nov 2013 Physician Office Sales, MassachusettsMedical Sales Management Framingham, MA Jun 2011 to Nov 2013 Regional Sales Manager, California, North CarolinaPatriot Ambulance Service Lawrence, MA 2007 to 2011 Emergency Medical Technician
Education:
University of Massachusetts Amherst Amherst, MA 2011 BA in Legal StudiesSouthern New Hampshire University Master of Science in Management
Youtube
James Traub: The Militant Spirit of John Quin...
Journalist and foreign policy expert James Traub unveils his essential...
Duration:
1h 8m 12s
Michael Traub
President and CEO of BSH Home Appliances disscusses his relationship w...
Duration:
1m 53s
Efficient Window Aggregation with Stream Slic...
Flink Forward Berlin, September 2018 #flinkforward Computing aggregate...
Duration:
21m 50s
James Traub on the United Nations | Big Think
James Traub is a contributing writer for The New York Times Magazine, ...
Duration:
1m 31s
Jonathan - Who Lies To Whom (Official VIdeo)
Official video for our new single "Who Lies To Whom" directed by Marce...
Duration:
3m 53s
Jonathan Cahn: Unpacking the Jewish Roots of ...
Jonathan Cahn and Daniah Greenberg join Pastor Robert Morris on TBN's ...
Duration:
43m 52s
News
Officials: Obama ready to veto a bill blocking 'fiscal cliff' without tax hike for rich
Thats the solution to the Rubiks Cube: The current president wants additional revenues. Republicans dont want higher tax rates, said Jonathan Traub of Deloitte Tax LLP, who served until earlier this year as a senior aide to House Ways and Means Committee Chairman Dave Camp (R-Mich.). Rewriting
Jonathan Traub 1993 graduate of Penfield High School in Penfield, NY is on Classmates.com. See pictures, plan your class reunion and get caught up with Jonathan and other high ...
Jon Traub (1990-1993), Stephen Jacob (1973-1977), Carolyn Amey (1974-1978), Daniel Matthews (1961-1965), Sally Sauer (1972-1976), Frank Musciano (1973-1977)