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Amy Dunn Email & Phone Number
Financial Advisor Trainee
at
UBS
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor Trainee
Location
New York, United States
Company size
Who is Amy Dunn? Overview
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Quick answer
Amy Dunn is listed as Financial Advisor Trainee at UBS, a with 287 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Amy Dunn.
Amy Dunn previously worked as Senior FP&A Analyst at Figure and Investment Banking Analyst at Truist Securities. Amy Dunn holds Master Of Science - Ms, Management from University Of Florida - Warrington College Of Business.
Company email context
Email format at UBS
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UBS
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Profile bio
About Amy Dunn
Amy Dunn is a Financial Advisor Trainee at UBS.
Current workplace
Amy Dunn's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
9 roles
Amy Dunn work experience
A career timeline built from the work history available for this profile.
Senior Fp&A Analyst
Current
Jun 2024 - Present
Jul 2023 - May 2024
Analyst
Partnered with Secure Octane Investments, HP Tech Ventures and PS27 Ventures to perform Deal Sourcing, Due Diligence and Portfolio Company Support with a diverse group of startups https://www.gatorventurecapital.org/
Feb 2023 - May 2023
Graduate Finance Research Assistant
Finance RA under Emerson-Merrill Lynch Associate Professor Dr. Yuehua Tang. Focused on mutual funds research
May 2022 - Dec 2022
Commercial Banking Regional Intern
Credit track- worked with Central Florida’s Commercial Banking and Middle Market teams
Jun 2022 - Aug 2022
Jan 2021 - May 2022
Server
May 2021 - Aug 2021
Hostess
Hana Sushi
Jul 2020 - Dec 2020
Team & coworkers
Colleagues at UBS
Other employees you can reach at figure.com. View company contacts for 287 employees →
YS
Yannick Smith
Colleague at UbsCharlotte, North Carolina, United States
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CJ
Chanarae Johnson Marchall
Colleague at UbsRodeo, California, United States
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BP
Brett Pharo
Colleague at UbsWindsor, Wisconsin, United States
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RO
Rachel O. Chase
Colleague at UbsSt Petersburg, Florida, United States
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SW
Stephen W.
Colleague at UbsReno, Nevada, United States
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SD
Sonya Davison
Colleague at UbsReno, Nevada, United States
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CC
Christopher Cooper
Colleague at UbsCharlotte, North Carolina, United States
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ŠL
Šorfovo Levá Koule
Colleague at UbsMukono, Central Region, Uganda
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MJ
Mic Jackson
Colleague at UbsReno, Nevada, United States
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KV
Kambree Vincent
Colleague at UbsCharlotte Metro, United States
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Yannick Smith
Colleague at UbsCharlotte, North Carolina, United States
View →
CJ
Chanarae Johnson Marchall
Colleague at UbsRodeo, California, United States
View →
BP
Brett Pharo
Colleague at UbsWindsor, Wisconsin, United States
View →
RO
Rachel O. Chase
Colleague at UbsSt Petersburg, Florida, United States
View →
SW
Stephen W.
Colleague at UbsReno, Nevada, United States
View →
SD
Sonya Davison
Colleague at UbsReno, Nevada, United States
View →
CC
Christopher Cooper
Colleague at UbsCharlotte, North Carolina, United States
View →
ŠL
Šorfovo Levá Koule
Colleague at UbsMukono, Central Region, Uganda
View →
MJ
Mic Jackson
Colleague at UbsReno, Nevada, United States
View →
KV
Kambree Vincent
Colleague at UbsCharlotte Metro, United States
View →
3 education records
Amy Dunn education
Master Of Science - Ms, Management
Bachelor Of Arts - Ba, Economics, 3.92
International Baccalaureate Diploma Recipient, 4.0
Riverview High School
FAQ
Frequently asked questions about Amy Dunn
Quick answers generated from the profile data available on this page.
What company does Amy Dunn work for?
Amy Dunn works for UBS.
What is Amy Dunn's role at UBS?
Amy Dunn is listed as Financial Advisor Trainee at UBS.
Where is Amy Dunn based?
Amy Dunn is based in New York, United States while working with UBS.
What companies has Amy Dunn worked for?
Amy Dunn has worked for Ubs, Figure, Truist Securities, Gator Venture Capital, and University Of Florida - Warrington College Of Business.
Who are Amy Dunn's colleagues at UBS?
Amy Dunn's colleagues at UBS include Yannick Smith, Chanarae Johnson Marchall, Brett Pharo, Rachel O. Chase, and Stephen W..
How can I contact Amy Dunn?
You can use AeroLeads to view verified contact signals for Amy Dunn at UBS, including work email, phone, and LinkedIn data when available.
What schools did Amy Dunn attend?
Amy Dunn holds Master Of Science - Ms, Management from University Of Florida - Warrington College Of Business.
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