David Smith

David Smith Email and Phone Number

Managing Director - Financial Advisor @ UBS
Dallas, TX, US
David Smith's Location
Dallas, Texas, United States, United States
David Smith's Contact Details

David Smith personal email

n/a
About David Smith

I am a Managing Director at UBS, member of the UBS Chairman's Council, and have advised high-net-worth individuals on all aspects of their wealth for over 30 years. My team concentrates on collaborating with entrepreneurs and business owners on pre-liquidity and post-liquidity strategies. We specialize in managing complex holdings as a result of M&A activity. While we manage assets for all high-net-worth individuals, our practice focuses on business owners who have recently experienced a liquidity event. Feel free to email me at d.smith@ubs.com or call me at 214-981-0543/*********/**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.**

David Smith's Current Company Details
UBS

Ubs

View
Managing Director - Financial Advisor
Dallas, TX, US
Website:
ubs.com
Employees:
118049
David Smith Work Experience Details
  • Ubs
    Managing Director - Financial Advisor
    Ubs
    Dallas, Tx, Us
  • Ubs
    Managing Director
    Ubs 2015 - Present
    Zurich, Ch
    UBS is a global organization with Wealth Management presence in over 50 countries. It operates through four business divisions: Global Wealth Management, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the world's largest Wealth Manager and Private Equity raiser as well as the number one global equity research firm.
  • Credit Suisse
    Director - Private Banking
    Credit Suisse 2008 - 2015
    Zurich, Ch
    Credit Suisse is one of the world's largest financial services providers. It offers clients expertise in the areas of private banking, investment banking, and asset management.
  • Lehman Brothers
    Director - Private Banking
    Lehman Brothers 2003 - 2008
    Us
    Lehman Brothers was a global financial services firm and was considered one of the major players in the global private banking industry. Lehman was the fourth-largest investment bank in the United States.

David Smith Education Details

  • University Of Mississippi - School Of Business Administration
    University Of Mississippi - School Of Business Administration
    Economics

Frequently Asked Questions about David Smith

What company does David Smith work for?

David Smith works for Ubs

What is David Smith's role at the current company?

David Smith's current role is Managing Director - Financial Advisor.

What is David Smith's email address?

David Smith's email address is da****@****sse.com

What schools did David Smith attend?

David Smith attended University Of Mississippi - School Of Business Administration.

Who are David Smith's colleagues?

David Smith's colleagues are Vasiliki Alexoudi, Yeswanth Bandaru, Francisco Larenas, Anaiara Lima E Oliveira, Kristina Bokareva, Larry Tsui, Marie Ricciardi.

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