Matthew Santini is a high-skilled professional, that works in Ubs on the position of Senior Vice President - Wealth Management, Portfolio Manager from 2019. This person has earned professional experience in more than six positions at various companies. Matthew Santini went to the Rollins College and received education from 2000 to 2004. New York, New York is the city, where this professional was known to settle. Matthew Santini's phone number and email are accessed through Connexy by request.
Name variants:
Mathew Santini,
Matthieu Santini,
Matt Santini,
Mat Santini,
Matty Santini,
Mattie Santini
Contact Information
Workplace
Senior Vice President - Wealth Management, Portfolio Manager
New York, NY
Industry
Security Broker/Dealer
Colleagues
Work History
Senior Vice President, Wealth Strategist ???????? Investments
New York
Aug 2018 — Aug 2019
Senior Vice President, Asset Management
90 Park Ave, New York, NY 10016
Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advoca...
May 1, 2014 — Aug 2018
Portfolio Manager
17605 Wright St, Omaha, NE 68130
Investment Committee member that designed, structured and managed mutual funds and satellite portfolios utilizing primarily ETFs. Fund Manager: AdvisorOne Select Appreciation Fund, CLS Activ...
Aug 2011 — May 2014
Education
Occupations
Executive
Senior Vice President
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Skills
Alternative Investments
Asset Allocation
Series 7
Portfolio Management
Asset Management
Series 63
Asset Managment
Equities
Investments
Wealth Management
Fixed Income
Investment Advisory
Bloomberg
Trading
Securities
Investment Management
Investment Strategies
Equity Research
Etfs
Mutual Funds
Financial Modeling
Separately Managed Accounts
Bonds
Hedge Funds
FAQs about Matthew Santini
What's the main profession of Matthew Santini?
This professional's job is Senior Vice President, Wealth Strategist
What jobs is Matthew Santini proficient at at?
The expert is proficient at Executive and Senior Vice President jobs.
Where does Matthew Santini live?
New York, New York is the place where Matthew Santini currently lives
What is the expert's email?
The professional's email is ms**@lenoxadvisors.com.
How many companies did Matthew Santini work at?
The professional worked at six jobs.
Where has Matthew Santini studied?
Matthew studied at the Rollins College from 2000 to 2004.
Are there any industries, that Matthew Santini works in?
This person works in Financial Services industry.
Are there any skills Matthew Santini has?
Matthew Santini has skills in the following areas: Alternative Investments, Asset Allocation, Series 7, Portfolio Management, Asset Management, Series 63, Asset Managment, Equities, and Investments.