jonathan moore

first vice president wealth management

About

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** CERTIFIED FINANCIAL PLANNER™ **Registered States**AZ,CT,FL,GA,IA,IL,KS,MA,MD,ME,MO,NC,NH,NJ,NY,PA,RI,TX,VA,VT,WA

Country

united states

City

wellesley hills

Industry

financial services

Skill

Experience

associate

conversent

2003-1 - 2004-6 · 1 yr 6 mos

vice president, senior account executive

fidelity investments

2012-7 - 2014-8 · 2 yrs 2 mos

first vice president wealth management

ubs

2014-9 - Present · 12 yrs

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.