Kyle

Kyle: Email & Phone Number

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Senior Wealth Strategy Associate at UBS|New York, New York, United States

Position:

Senior Wealth Strategy Associate at UBS

Location:

New York, New York, United States

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Last updated: 2026-10-27
Updated: 2026-10-27

Found email addresses for Kyle:

Business emails:
k*************s@oracle.com,
k***********s@ubs.com

Found phone for Kyle:

Prospect analytics

Current work details
DepartmentFinancial Services
Availability
TimezoneEDT
Best time to contact12:00 PM – 4:00 PM
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Work Experience 10 years

Senior Wealth Strategy Associate at UBS

Aug 2022 - Current

Client Associate at J.P. Morgan

Sep 2018 - Aug 2022

Core Technology Consultant at Oracle

Aug 2016 - Sep 2018

Kyle started working in 2016, then the employee has changed 2 companies and 2 jobs. On average, Kyle works for one company for 3 years 5 months.

Their professional focus is Business Development, Finance, and Leadership across 3 core areas.

Kyle holds CFA Institute Charterholder, Series 66 - Uniform Combined State Law Examination, and Series 7TO - General Securities Representative Examination certifications and has been awarded Eagle Scout Award

Education

Bachelor of Science - BS at California Polytechnic State University-San Luis Obispo

High School at De La Salle High School

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