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Daniel Gerardi, Cfp® Email & Phone Number

Wealth Strategy Associate at Ubs

Location: New York City Metropolitan Area, United States 1 work role 2 schools

1 work email found @ubs.com LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

Ubs

Role

Wealth Strategy Associate

Location

New York City Metropolitan Area, United States

Company size

118049 employees

Who is Daniel Gerardi, Cfp®? Overview

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Quick answer

Daniel Gerardi, Cfp® is listed as Wealth Strategy Associate at Ubs, a with 118049 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Daniel Gerardi, Cfp®.

Daniel Gerardi, Cfp® holds Masters Of Business Administration (Mba) from Columbia Business School.

Company email context

Email format at Ubs

This section adds company-level context without repeating Daniel Gerardi, Cfp®'s masked contact details.

*@ubs.com

71% confidence

AeroLeads found 1 current-domain work email signal for Daniel Gerardi, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Daniel Gerardi, Cfp®

Daniel Gerardi, Cfp® is a Wealth Strategy Associate at Ubs.

Current workplace

Daniel Gerardi, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Ubs

Wealth Strategy Associate

New York, NY, US

Website

ubs.com

Employees

118049

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Company profile

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1 role

Daniel Gerardi, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Strategy Associate

Ubs

New York, Ny, Us

Team & coworkers

Colleagues at Ubs

Other employees you can reach at ubs.com. View company contacts for 118049 employees →

RR

Ryszard Rodzynkiewicz Colleague at UbsCracow Metropolitan Area, Poland View → MB

Melissa Battiste Colleague at UbsGlens Falls, New York, United States View → MM

Mark Ma Colleague at UbsSydney, New South Wales, Australia View → TS

Thomas Schaefer Colleague at UbsZurich, Switzerland View → MM

Maja M. Colleague at UbsBasel, Switzerland View → MD

Marvin Deimel Colleague at UbsAllschwil, Basel-Country, Switzerland View → JM

Julie M. Colleague at UbsNashville, Tennessee, United States View → JM

Jörg M. Wilke Colleague at UbsSeevetal, Lower Saxony, Germany View → JR

Julia Rubio Luque Colleague at UbsZurich, Switzerland View → CO

Christian Oppliger Colleague at UbsGeneva, Switzerland View →

2 education records

Daniel Gerardi, Cfp® education

Masters Of Business Administration (Mba)

Columbia Business School

Bachelor Of Arts (B.A.)

Villanova University

FAQ

Frequently asked questions about Daniel Gerardi, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Gerardi, Cfp® work for?

Daniel Gerardi, Cfp® works for Ubs.

What is Daniel Gerardi, Cfp®'s role at Ubs?

Daniel Gerardi, Cfp® is listed as Wealth Strategy Associate at Ubs.

What is Daniel Gerardi, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ubs.com for Daniel Gerardi, Cfp® at Ubs.

Where is Daniel Gerardi, Cfp® based?

Daniel Gerardi, Cfp® is based in New York City Metropolitan Area, United States while working with Ubs.

What companies has Daniel Gerardi, Cfp® worked for?

Daniel Gerardi, Cfp® has worked for Ubs.

Who are Daniel Gerardi, Cfp®'s colleagues at Ubs?

Daniel Gerardi, Cfp®'s colleagues at Ubs include Ryszard Rodzynkiewicz, Melissa Battiste, Mark Ma, Thomas Schaefer, and Maja M..

How can I contact Daniel Gerardi, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Gerardi, Cfp® at Ubs, including work email, phone, and LinkedIn data when available.

What schools did Daniel Gerardi, Cfp® attend?