Daniel Kessler

Daniel Kessler Email and Phone Number

Investment Associate Americas @ UBS
Massachusetts, United States
Daniel Kessler's Location
Massachusetts, United States, United States
Daniel Kessler's Contact Details

Daniel Kessler work email

Daniel Kessler personal email

n/a
About Daniel Kessler

Upon graduating from the Lehigh University Integrated Business and Engineering honors program with degrees in finance and industrial and systems engineering, I joined the UBS Wealth Management Graduate Talent Program (GTP), where I worked across six different teams over the span of two years learning about different areas of wealth management sharpening my professional skills. After two rotations in the Chief Investment Office (CIO), I placed out onto the Asset Allocation team. My responsibilities include generating trade strategies and managing the UBS House View strategic and tactical asset allocations, creating investment research content for use by financial advisors, as well as appearing on podcasts and presenting to clients.My rotations in the GTP included capital markets: developed an understanding of day-to-day operations across trading desks of various asset classes; banking strategy: learned how to drive new initiatives forward in one of the fastest growing areas of the firm; a financial advisor team: gathered a boots-on-the-ground understanding of advisors’ work in the field; client strategy: gained insights into what is most important for clients and how we can best tailor solutions for them; and investment research, learned the intricacies of fixed income and sustainable investing across two separate rotations.My education and work experience enabled me to develop a strong analytical background while building professional acumen in the business world. My biggest strengths are problem-solving and collaborating with others to reach the best solutions for team goals.

Daniel Kessler's Current Company Details
UBS

Ubs

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Investment Associate Americas
Massachusetts, United States
Website:
nyftyfitness.com
Employees:
28
Daniel Kessler Work Experience Details
  • Ubs
    Investment Associate Americas
    Ubs
    Massachusetts, United States
  • Ubs
    Investment Associate Americas
    Ubs Sep 2021 - Present
    Zurich, Ch
  • Ubs
    Wealth Management Gtp Analyst
    Ubs Aug 2019 - Sep 2021
    Zurich, Ch
  • Ubs
    Wealth Management Gtp Intern
    Ubs Jun 2018 - Aug 2018
    Zurich, Ch
  • Jpmorgan Chase & Co.
    Global Finance & Business Management Summer Analyst
    Jpmorgan Chase & Co. Jun 2017 - Aug 2017
    New York, Ny, Us
  • New England Fertilizer Company
    Data Analyst
    New England Fertilizer Company May 2016 - Jul 2016

Daniel Kessler Skills

Microsoft Word Customer Service Microsoft Excel Microsoft Office Microsoft Powerpoint Management Research Leadership Public Speaking Strategic Planning Teamwork Project Management Sales Social Media

Daniel Kessler Education Details

  • Lehigh University
    Lehigh University
    Finance And Industrial & Systems Engineering (Ibe)

Frequently Asked Questions about Daniel Kessler

What company does Daniel Kessler work for?

Daniel Kessler works for Ubs

What is Daniel Kessler's role at the current company?

Daniel Kessler's current role is Investment Associate Americas.

What is Daniel Kessler's email address?

Daniel Kessler's email address is da****@****ubs.com

What schools did Daniel Kessler attend?

Daniel Kessler attended Lehigh University.

What skills is Daniel Kessler known for?

Daniel Kessler has skills like Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Management, Research, Leadership, Public Speaking, Strategic Planning, Teamwork, Project Management.

Who are Daniel Kessler's colleagues?

Daniel Kessler's colleagues are Flloyd Rewa, Ethan Harro.

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