alan shanken

senior vice president

About

**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** |*********| **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Country

united states

City

san francisco

Industry

financial services

Skill

leadership, fixed income, start ups, portfolio management, financial modeling, capital markets, derivatives, business development, investments, strategic planning, strategy, equities, wealth management, special situations, asset management, change management, private equity, management, investment banking, hedge funds

Experience

senior vice president - private wealth management

lehman brothers

1988-9 - 1995-5 · 6 yrs 9 mos

vice president

ef hutton

1985-1 - 1988-1 · 3 yrs 1 mo

director

credit suisse

1995-5 - 2015-12 · 20 yrs 8 mos

Background includes an extensive knowledge in asset management, fixed income, equity, alternative investments, lending, hedging, asset allocation along with investment manager seach and selection. In addition. Alan has a strong expertise in restricted and founder stock along with rule 144 and 10b5-1 related transactions and regularly advises senior executives of public companies and pre-IPO investors with their investment decisons and financial planning needs.

senior vice president

ubs

2015-12 - Present · 10 yrs 9 mos

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 and asset management expertise, or general banking advice in Switzerland. We're a team of 60,000 colleagues, collaborating across all major financial centres in nearly 900 offices and more than 50 countries, and we've been recognised as being good at what we do (by Euromoney and many others). Universum rated us one of the world's most attractive employers in 2015 for the 7th year in a row. We help our talented colleagues answer some of life's questions too – by offering a supportive, challenging and diverse working environment that rewards passion, commitment and success.