Oliver Duda
Senior Vice President – Wealth Management@ UBS
Walnut Creek, California, United States
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Oliver Duda is a highly experienced professional with 16.5 years of work experience. He is currently based in Walnut Creek, California, in the United States. Oliver has held various positions in the finance department of UBS in Switzerland and Morgan Stanley in the United States. He has worked as a Senior Vice President - Wealth Management at UBS and as an Assoc. Vice President | Financial Advisor | Portfolio Manager at Morgan Stanley. Oliver's expertise lies in wealth management and he is dedicated to providing accurate and accurate financial advice.
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Emails and Phone Numbers

@yahoo.com
@ubs.com
+1 925864****
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About

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Work Experience

Postbox, Zurich, 8001, CH

Financial Services

80963
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Oliver Duda's Professional Milestones

  • Senior Vice President – Wealth Management (2016-06-01~): Transforming the country's wealth generation processes, raising the bar for comprehensive wealth management solutions.
  • Associate Vice President | Financial Advisor | Portfolio Manager (2007-05-01~2016-06-01): Maximized financial performance through strategic financial planning and effective portfolio management.

Education

Saint Mary's College of California
Saint Mary's College of California

Economics & Business Adm.

2004-2008