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/*********/**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.**
Ubs Financial Services Inc.
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Wealth Strategy AssociateUbs Financial Services Inc. Jan 2022 - PresentRochester, New York, United States
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Transaction ProcessorHoward Hanna Real Estate Services Dec 2019 - Sep 2021Rochester, New York, United States -
Sales Associate/Warehouse LaborerThe Ski Company Mountain Sports Nov 2017 - Apr 2019Bloomfield, Ny• Established expert knowledge of company’s product mix and interfaced with customers primarily at Bloomfield, NY location• Warehouse activities including receiving & packing shipments both physically and electronically• Operated forklift to load/unload trucks and stack pallets on shelves• Tested alpine ski equipment and created promotional video content for company YouTube and Facebook websites
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Research Communication StrategistManning & Napier Advisors Inc Mar 2011 - Oct 2015Fairport, Ny• Maintained deep knowledge of firm’s current economic/market outlook, investment themes, results/attribution, and key portfolio positioning points to keep clients informed and attract new business• Authored client newsletters discussing past/current/prospective global economic and financial market conditions• Developed content for the firm’s website, client seminars, and sales meetings including written and oral presentations• Worked closely with sales staff to identify field needs for written commentary, white papers, and other thought pieces -
Research Associate, Services Equity Research GroupManning & Napier Jan 2008 - Mar 2010Fairport, Ny• Actively researched global equity markets to identify investment opportunities in service industries adhering to Manning & Napier investment strategies and pricing disciplines; promoted from Junior to Senior Associate in January 2009• Generated investment recommendations, industry overviews, and financial models including P&L forecasts, balance sheets, and cash flow statements, supporting investment proposals both independently and under direction of analysts• Frequently engaged with senior management of publicly traded companies within designated coverage universe • Monitored performance of current investments within coverage area and reported results to Senior Research Group• Created performance/attribution commentaries for Manning & Napier Financial Services Series mutual fund
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Research Assistant, Services Equity Research GroupManning & Napier May 2006 - Jan 2008Fairport, Ny• Aided analysts in development of investment ideas in service industries• Performed daily news screening to monitor industry developments relevant to current investment themes • Produced industry overviews, investment recommendations, and financial models to support analyst-directed investment ideas• Monitored performance of Manning & Napier Financial Services Series mutual fund
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Administrative AssistantManning & Napier Dec 2004 - May 2006
Caleb Sharp Skills
Caleb Sharp Education Details
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Cornell University, College Of Agriculture And Life SciencesApplied Economics And Management
Frequently Asked Questions about Caleb Sharp
What company does Caleb Sharp work for?
Caleb Sharp works for Ubs Financial Services Inc.
What is Caleb Sharp's role at the current company?
Caleb Sharp's current role is Wealth Strategy Associate.
What is Caleb Sharp's email address?
Caleb Sharp's email address is ca****@****ail.com
What is Caleb Sharp's direct phone number?
Caleb Sharp's direct phone number is +158559*****
What schools did Caleb Sharp attend?
Caleb Sharp attended Cornell University, College Of Agriculture And Life Sciences.
What skills is Caleb Sharp known for?
Caleb Sharp has skills like Investments, Equity Research, Valuation, Financial Modeling, Financial Analysis, Investment Writing, Bloomberg Terminal, Factset, Marketing Communications, Microsoft Office.
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