Stuart Collett is a high-skilled expert, that works in Ubs on the position of Senior Wealth Strategy Associate at Ubs Private Wealth since 2015. Stuart gained professional experience in more than six positions at various companies. Stuart Collett went to the California State University-Chico and was studying there from 2003 to 2008. San Francisco, California is the city, where the professional was known to live. This professional's contacts are accessed through Connexy by request.
Name variants:
Stewart Collett,
Stu Collett,
Stew Collett
Contact Information
Last Update
Feb 1, 2016
Email
st**@ubs.com, st**@trevethancp.com
Location
San Francisco, CA
Company
Workplace
Senior Wealth Strategy Associate at Ubs Private Wealth
New York, NY
Industry
Security Broker/Dealer
Colleagues
Work History
Senior Wealth Strategy Associate at Ubs Private Wealth
UBS works with private clients, institutions and corporations around the world to help answer some of life's questions – whether through expert wealth management advice, investment banking a...
from Nov 2015
Senior Relationship Manager
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
Jun 2008 — May 2012
Education
2003 — 2008
2003 — 2008
1999 — 2003
Occupations
Supporting Member
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Team Member
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Series 7
Investments
Wealth Management
Securities
Salesforce.com
Asset Allocation
Series 63
Equities
Mutual Funds
Fixed Income
Microsoft Excel
FAQs about Stuart Collett
What's the main profession of Stuart Collett?
The expert is a Senior Wealth Strategy Associate at Ubs Private Wealth.
What jobs is Stuart proficient at at?
Stuart is proficient at Supporting Member jobs.
Where is Stuart Collett currently located?
The expert is currently located in San Francisco, California.
What is the professional's email?
The expert's email is st**@ubs.com and st**@trevethancp.com.
Where did Stuart Collett work?
The professional worked at Ubs, Credit Suisse.
Does Stuart Collett have personal website or blog?
Stuart Collett`s website is http://www.trevethancp.com.
What education does Stuart Collett have?
Stuart studied at the California State University-Chico from 2003 to 2008.
What is professional industry that Stuart Collett is connected to?
Stuart works in Financial Services industry.