AeroLeads people directory · profile
Michael Brennan, Mba Crpc Email & Phone Number
Senior Wealth Strategy Associate
at
UBS
1 work email found
@ubs.com
3 phones found area 203
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Strategy Associate
Location
Fleming Island, Florida, United States
Company size
Who is Michael Brennan, Mba Crpc? Overview
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Quick answer
Michael Brennan, Mba Crpc is listed as Senior Wealth Strategy Associate at UBS, a with 118049 employees, based in Fleming Island, Florida, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 203, and a matched LinkedIn profile for Michael Brennan, Mba Crpc.
Michael Brennan, Mba Crpc previously worked as Vice President, Financial Solutions Advisor at Merrill Lynch and Financial Advisor at Chase Investment Services. Michael Brennan, Mba Crpc holds Chartered Retirement Planning Counselor from College For Financial Planning.
Company email context
Email format at UBS
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*@ubs.com
71% confidence
AeroLeads found 1 current-domain work email signal for Michael Brennan, Mba Crpc. Compare company email patterns before reaching out.
Profile bio
About Michael Brennan, Mba Crpc
**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** PROFILE A hardworking, dedicated, responsible finance professional with over 20 years of experience in the financial service industry. Expertise in financial planning, asset allocation, securities analysis, technology. Background in presenting ideas to management, relating to customers, training and problem solving. Strengths include gathering and analyzing data, client relations and an ability to work independently and as a team member. Series 7, 63, 65, 24, and 51 registered. Holds life and health insurance license in Connecticut. **Registered States**AL,CA,CT,DC,FL,IL,MA,MD,ME,MI,MN,NJ,NM,NY,OH,OR,PA,RI,TX,WA/*********/**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.**
Listed skills include Portfolio Management, Financial Advisory, Strategic Financial Planning, Securities, and 14 others.
Current workplace
Michael Brennan, Mba Crpc's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
9 roles · 37 years
Michael Brennan, Mba Crpc work experience
A career timeline built from the work history available for this profile.
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Member of a Private Wealth Management team that manages over $250 million in assets. My responsibilities on the team include: manager due diligence, asset allocation, and performance reviews with clients.
Vice President, Financial Solutions Advisor
Apr 2011 - Jun 2015
Financial Advisor
May 2009 - Apr 2011
Financial Advisor
I worked with all the new Financial Advisors in the Northeast Business Center on developing their business and becoming successful. I also worked with business owners and executives to help them maintain control of their financial future.
Jan 2006 - May 2009
Financial Planner
I worked with business owners and executives to help them maintain control of their financial future.
Jan 2002 - Jan 2005
Securities Analyst
Held a series of progressively responsible positions culminating in the Securities Analyst position in 1998. Member of team that managed $5 billion in assets. Responsible for intensive "bottoms up" research, identifying key investment considerations across several sectors. Made sector and stock recommendations to portfolio management team. Industry coverage included semiconductors, semiconductor capital equipment, banks and financial services, energy and basic materials.
Jul 1996 - Apr 2002
Registered Assistant
1990 - 1996
~6 yrs
Team & coworkers
Colleagues at UBS
Other employees you can reach at ubs.com. View company contacts for 118049 employees →
SC
Scott Carter
Colleague at UbsCincinnati, Ohio, United States
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AP
Alankruta Patnaik
Colleague at UbsPune, Maharashtra, India
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AS
Anshuman Sharma
Colleague at UbsPune, Maharashtra, India
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NH
Nasir Haider
Colleague at UbsQueens, New York, United States
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DA
Digital Am
Colleague at UbsZurich, Switzerland
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MP
Michele Paci
Colleague at UbsMilan, Lombardy, Italy
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CA
Chris Algee
Colleague at UbsPonte Vedra Beach, Florida, United States
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PW
Paul Weber
Colleague at UbsZurich, Switzerland
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PK
Pawel Kita
Colleague at UbsCracow, Małopolskie, Poland
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SM
Saif Mahbuba
Colleague at UbsSwitzerland
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Scott Carter
Colleague at UbsCincinnati, Ohio, United States
View →
AP
Alankruta Patnaik
Colleague at UbsPune, Maharashtra, India
View →
AS
Anshuman Sharma
Colleague at UbsPune, Maharashtra, India
View →
NH
Nasir Haider
Colleague at UbsQueens, New York, United States
View →
DA
Digital Am
Colleague at UbsZurich, Switzerland
View →
MP
Michele Paci
Colleague at UbsMilan, Lombardy, Italy
View →
CA
Chris Algee
Colleague at UbsPonte Vedra Beach, Florida, United States
View →
PW
Paul Weber
Colleague at UbsZurich, Switzerland
View →
PK
Pawel Kita
Colleague at UbsCracow, Małopolskie, Poland
View →
SM
Saif Mahbuba
Colleague at UbsSwitzerland
View →
3 education records
Michael Brennan, Mba Crpc education
Chartered Retirement Planning Counselor
College For Financial Planning
Masters Of Business Administration, Finance
Sacred Heart University
Bachelor Of Arts, Economics
University Of Connecticut
FAQ
Frequently asked questions about Michael Brennan, Mba Crpc
Quick answers generated from the profile data available on this page.
What company does Michael Brennan, Mba Crpc work for?
Michael Brennan, Mba Crpc works for UBS.
What is Michael Brennan, Mba Crpc's role at UBS?
Michael Brennan, Mba Crpc is listed as Senior Wealth Strategy Associate at UBS.
What is Michael Brennan, Mba Crpc's email address?
AeroLeads has found 1 work email signal at @ubs.com for Michael Brennan, Mba Crpc at UBS.
What is Michael Brennan, Mba Crpc's phone number?
AeroLeads has found 3 phone signal(s) with area code 203 for Michael Brennan, Mba Crpc at UBS.
Where is Michael Brennan, Mba Crpc based?
Michael Brennan, Mba Crpc is based in Fleming Island, Florida, United States while working with UBS.
What companies has Michael Brennan, Mba Crpc worked for?
Michael Brennan, Mba Crpc has worked for Ubs, Merrill Lynch, Chase Investment Services, Principal Financial Group, and New England Financial.
Who are Michael Brennan, Mba Crpc's colleagues at UBS?
Michael Brennan, Mba Crpc's colleagues at UBS include Scott Carter, Alankruta Patnaik, Anshuman Sharma, Nasir Haider, and Digital Am.
How can I contact Michael Brennan, Mba Crpc?
You can use AeroLeads to view verified contact signals for Michael Brennan, Mba Crpc at UBS, including work email, phone, and LinkedIn data when available.
What schools did Michael Brennan, Mba Crpc attend?
Michael Brennan, Mba Crpc holds Chartered Retirement Planning Counselor from College For Financial Planning.
What skills is Michael Brennan, Mba Crpc known for?
Michael Brennan, Mba Crpc is listed with skills including Portfolio Management, Financial Advisory, Strategic Financial Planning, Securities, Investments, Banking, Health Insurance, and Finance.
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