K

Kevin Roe's
email & phone

Current Position:

Senior Wealth Strategy Associate at UBS

Experience:

14 years

Location:

Rochester, New York, United States

How to contact Kevin Roe

emailr**@ubs.com
phone+1-***-***-3755
facebook
google+
skype
linkedin
instagram

Work Experience

Senior Wealth Strategy Associate at UBS

Aug 2023 - Current

Senior Lead Planner at Facet

Aug 2020 - May 2023

Wealth Planning Associate at UBS

Nov 2015 - Jul 2020

Financial Consultant at AXA Financial

Jan 2012 - Jan 2015

National Sales at Paychex

Jan 2011 - Jan 2012

Kevin Roe started working in 2011, then the employee has changed 3 companies and 4 jobs. On average, Kevin Roe works for one company for 2 years 9 months.

Education

Bachelors at West Virginia University

College for Financial Planning

Current Company Information UBS

Name: UBS

Speciality: Financial Services, Investment Banking, Wealth Management, Asset Management

Location: Zurich, Switzerland

Employees: 10000+

Description: From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never sto...

Frequently Asked Questions

What is Kevin Roe's minimum period of employment in the companies?

Kevin Roe's minimum period of employment in various companies is 1 year.

What is Kevin Roe's average duration of employment for different companies?

On average, Kevin Roe works for one company for 2 years 10 months

What industries has Kevin Roe worked in?

Kevin Roe works in the Financial Services. Previously, Kevin Roe worked in the Human Resources.

What positions has Kevin Roe held before?

Previously, Kevin Roe worked as a Senior Lead Planner, and Wealth Planning Associate, and Financial Consultant, and National Sales.

How do I contact Kevin Roe?

Kevin Roe's email address is r**@ubs.com, phone number is +1-***-***-3755. Sign up to get contact details.

Who is the CEO of the UBS?

The CEO of the UBS is Ralph Hamers

Who are Kevin Roe's peers at other companies?

Kevin Roe's peers at other companies are Randy Bruns and Peter May and Shirley Chu
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Kevin Roe Namesakes

Name
Company
Position
K
NYSDOH
Attorney
K
Lopez Village Properties
Owner of a Vacation Rental
K
Retired due to illness - ALS - disability to function.
K
Sales and Marketing, RCA Records Inc.
Sales Associate
K
Senior Director Retail Demand & Fulfillment
K
VP Finance, Corporate Controller
K
Kevin Roe
Medically Retired
K
Triton Thermal
Principal and Co-Founder
K
Community North Baptist Church
Senior Pastor

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