Aidan Martinez Email & Phone Number
@colorado.edu
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Who is Aidan Martinez? Overview
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Aidan Martinez is listed as Senior Wealth Strategy Associate at UBS, a with 81377 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at colorado.edu and a matched LinkedIn profile for Aidan Martinez.
Aidan Martinez previously worked as Financial Advisor at Ubs and Training Financial Advisor at Ubs. Aidan Martinez holds Bachelor Of Business Administration - Bba, Finance And Real Estate from University Of Colorado Boulder.
Email format at UBS
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AeroLeads found 1 current-domain work email signal for Aidan Martinez. Compare company email patterns before reaching out.
About Aidan Martinez
/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Aidan Martinez's current company
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Aidan Martinez work experience
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Financial Advisor
Current
Training Financial Advisor
Sales And Trading Program
- Analyzed current market environments to suggest and present an attractive investment opportunities to clients - Performed in depth economic and industry research on a wide array of different industries in the valuation of business enterprise decisions - Prepared prospective client profiles to pitch to JPMorgan executives - Expressed proficiency in trade execution and post-trade cycle
Client Service And Support Intern
- Successfully passed Securities Industry Essentials (SIE) Exam following 125 hours of study (simultaneously with internship)- Delivered positive and efficient account support to existing clients through Client Central and Service Desktop - Volunteered with Denver Boys and Girls Club to teach importance of financial literacy and budgeting 2022 Charles Schwab Business Challenge; created and presented solution for a relevant business problem, which was delivered to executive board and department managers - Networked with 35 departments/professionals to further understanding of the financial services industry and career paths
Management And Financial Valuation Intern
- Expressed financial expertise and effective communication as an intern for franchise president assisting in company service and financial valuation - Acted as a financial and strategic planning resource to deliver insights, support business decision making, and competitive analyses related to the franchise- Worked as a direct consultant with franchise management covering 8 restaurant locations throughout internship - Learned key processes from franchise president, shadowing over 10 hours a week involved in discussions for franchise decisions
Colleagues at UBS
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Jim Loney
Colleague at UbsSan Jose, California, United States
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AT
Aleksandra Trajkovic
Colleague at UbsFlawil, St Gallen, Switzerland
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TC
Tafadzwa Chitemerere
Colleague at UbsAustralia
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YK
Yaryna Kurdoba
Colleague at UbsGreater Cleveland, United States
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Rachel Lodge
Colleague at UbsLondon, England, United Kingdom
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GG
Gigi G.
Colleague at UbsHong Kong Sar, Hong Kong
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HL
Huiqiang Li
Colleague at UbsShenzhen, Guangdong, China
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DP
Dee Perrington
Colleague at UbsUnited States
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VC
Venkat Ch
Colleague at UbsWeehawken, New Jersey, United States
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JP
João Paulo Dokko
Colleague at UbsSanto André, São Paulo, Brazil
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Aidan Martinez education
Bachelor Of Business Administration - Bba, Finance And Real Estate
Business Geopolitics
Education record
Frequently asked questions about Aidan Martinez
Quick answers generated from the profile data available on this page.
What company does Aidan Martinez work for?
Aidan Martinez works for UBS.
What is Aidan Martinez's role at UBS?
Aidan Martinez is listed as Senior Wealth Strategy Associate at UBS.
What is Aidan Martinez's email address?
AeroLeads has found 1 work email signal at @colorado.edu for Aidan Martinez at UBS.
Where is Aidan Martinez based?
Aidan Martinez is based in San Diego, California, United States while working with UBS.
What companies has Aidan Martinez worked for?
Aidan Martinez has worked for Ubs, Jpmorgan Chase & Co., Charles Schwab, and Subway Franchise Development.
Who are Aidan Martinez's colleagues at UBS?
Aidan Martinez's colleagues at UBS include Jim Loney, Aleksandra Trajkovic, Tafadzwa Chitemerere, Yaryna Kurdoba, and Rachel Lodge.
How can I contact Aidan Martinez?
You can use AeroLeads to view verified contact signals for Aidan Martinez at UBS, including work email, phone, and LinkedIn data when available.
What schools did Aidan Martinez attend?
Aidan Martinez holds Bachelor Of Business Administration - Bba, Finance And Real Estate from University Of Colorado Boulder.
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