Senior Vice President - Investments@ UBS
Fort Lauderdale, Florida, United States
Peter E. Kelly, Jr., CFP®
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Byram Hills High School
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FlashIntel GPTPeter E. Kelly, Jr., CFP(r) is a Senior Vice President - Investments at UBS Financial Services, Inc. with 44.3 years of work experience. He has worked at UBS in Switzerland as a Senior Vice President - Investments and at Morgan Stanley in the United States as a Senior Vice President - Wealth Advisor. Peter has extensive experience in the financial services industry, having worked in various roles at UBS and Morgan Stanley. He is based in Fort Lauderdale, Florida.
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Senior Vice President - Investments at UBS Financial Services, Inc.
Work Experience
Senior Vice President - Investments
Senior Vice President - Investments
Financial Services
Peter E. Kelly, Jr., CFP®'s Professional Milestones
- Senior Vice President - Investments (2009-01-01~): Driving strategic investment initiatives, optimizing returns and driving sustainable growth for the organization.
- Senior Vice President - Wealth Advisor (1991-08-01~2009-01-01): Driving financial performance and enabling individuals to make informed investment decisions.
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Peter E. Kelly, Jr., CFP® works for UBS
Peter E. Kelly, Jr., CFP®'s role in UBS is Senior Vice President - Investments
Peter E. Kelly, Jr., CFP® works in the industry of Financial Services
Peter E. Kelly, Jr., CFP®'s colleagues are Daniel Grandjean,Philipp Schmutz,Miss World
Peter E. Kelly, Jr., CFP®'s latest job experience is Senior Vice President - Investments at UBS
Peter E. Kelly, Jr., CFP®'s latest education in Byram Hills High School
