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Daniel Sburlati's
email & phone

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Current Position:

Senior Wealth Strategy Associate at UBS

Experience:

14 years

Location:

Stamford, Connecticut

How to contact Daniel Sburlati

Last updated:2023-12-28
emails**@ubs.com
phone+1-909-***-**80
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Analytics

According to LinkedIn Daniel Sburlati started working on 2011, then the employee has changed 6 companies and 9 jobs. On average, Daniel Sburlati works for one company for 1 year 5 months. Daniel Sburlati has been working as a Senior Wealth Strategy Associate for UBS for 1857 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Wealth Strategy Associate at UBS

Jul 2020 - Current

Practice Business Coordinator at Alex. Brown - Raymond James

Feb 2019 - Jul 2020

Wealth Management Senior Registered Client Relationship Associate at Wells Fargo Advisors

Sep 2018 - Feb 2019

Senior Registered Client Associate at Wells Fargo Advisors

Jul 2017 - Feb 2019

Client Associate at Wells Fargo Advisors

Apr 2017 - Jul 2017

Personal Banker 2 at Wells Fargo

Jan 2016 - Apr 2017

Licensed Relationship Banker at J.P. Morgan

May 2015 - Oct 2015

Personal Banker at Wells Fargo

Feb 2015 - May 2015

Teller 1 at TD

Jul 2013 - Jan 2015

Data Entry at Morse & Company CPAs LLP

Jan 2011 - Apr 2013

Education

Associate's Degree at Westchester Community College

Series 7 at Investment Exam

Series 6 , Series 63, Series 65, Life Insurance License at Investment Law Examination

High School at Ossining Senior High School

Frequently Asked Questions

How long has Daniel Sburlati been working as a Senior Wealth Strategy Associate?

Daniel Sburlati's total experience in various companies as a Senior Wealth Strategy Associate 5 years 1 month.

What is Daniel Sburlati's minimum period of employment in the companies?

Daniel Sburlati's minimum period of employment in various companies is 3 months.

What is Daniel Sburlati's average duration of employment for different companies?

On average, Daniel Sburlati works for one company for 1 year

What industries has Daniel Sburlati worked in?

Daniel Sburlati works in the Financial Services. Previously, Daniel Sburlati worked in the Banking.

What positions has Daniel Sburlati held before?

Previously, Daniel Sburlati worked as a Practice Business Coordinator, and Wealth Management Senior Registered Client Relationship Associate, and Senior Registered Client Associate, and Client Associate, and Personal Banker 2.

How do I contact Daniel Sburlati?

Daniel Sburlati's email address is s**@ubs.com, phone number is +1-909-***-**80. Sign up to get contact details.

Who is the CEO of the UBS?

The CEO of the UBS is Ralph Hamers

Who are Daniel Sburlati's peers at other companies?

Daniel Sburlati's peers at other companies are Max Hoffman and Tristan Cooper and Tyler Masukawa
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Daniel Sburlati Namesakes

Name
Company
Position
D
Bartech / Delphi
Mechanical Engineering Technician
D
Senior SAP System Engineer
D
Multiple Agencies
Investigator
D
Midas Plus Integrated Medical Software A Xerox Company
Account Manager Midas Plus Integrated Medical Software A Xerox Company
D
SMARTSTONE SOUTH AFRICA
Manager

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