Shelsey Robertson's
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Current Position:

Wealth Strategy Associate - Relationship Manager at UBS

Experience:

16 years

Location:

San Diego, California

How to contact Shelsey Robertson

Last updated:2024-12-08

r**@ubs.com

+1-205-***-**20

Analytics

According to LinkedIn Shelsey Robertson started working on 2009, then the employee has changed 4 companies and 5 jobs. On average, Shelsey Robertson works for one company for 2 years 9 months. Shelsey Robertson has been working as a Wealth Strategy Associate - Relationship Manager for UBS for 2830 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Strategy Associate - Relationship Manager at UBS

Nov 2017 - Current

Registered Client Service Associate at UBS

May 2016 - Nov 2017

Relationship Manager - Sales and Distribution at Lucia Capital Group

Jun 2015 - Apr 2016

Registered Sales Associate at Lucia Capital Group

Sep 2011 - Apr 2016

Operations Analyst at Chase

Jun 2010 - Sep 2011

Operations Specialist at Pacifica Capital Management

Nov 2009 - Apr 2010

Education

Bachelor of Arts (B.A.) at Eastern Washington University

Frequently Asked Questions

How long has Shelsey Robertson been working as a Wealth Strategy Associate - Relationship Manager?

Shelsey Robertson's total experience in various companies as a Wealth Strategy Associate - Relationship Manager 7 years 9 months.

What is Shelsey Robertson's minimum period of employment in the companies?

Shelsey Robertson's minimum period of employment in various companies is 5 months.

What is Shelsey Robertson's average duration of employment for different companies?

On average, Shelsey Robertson works for one company for 1 year 9 months

What industries has Shelsey Robertson worked in?

Shelsey Robertson works in the Financial Services.

What positions has Shelsey Robertson held before?

Previously, Shelsey Robertson worked as a Registered Client Service Associate, and Relationship Manager - Sales and Distribution, and Registered Sales Associate, and Operations Analyst, and Operations Specialist.

How do I contact Shelsey Robertson?

Shelsey Robertson's email address is r**@ubs.com, phone number is +1-205-***-**20. Sign up to get contact details.

Who is the CEO of the UBS?

The CEO of the UBS is Ralph Hamers

Who are Shelsey Robertson's peers at other companies?

Shelsey Robertson's peers at other companies are Jordan Zelniker CEPA®

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