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Eric Soos Email & Phone Number
Managing Director - Wealth Management
at
UBS Financial Services
1 work email found
@ubs.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director - Wealth Management
Location
New York City Metropolitan Area, United States
Company size
Who is Eric Soos? Overview
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Quick answer
Eric Soos is listed as Managing Director - Wealth Management at UBS Financial Services, a with 28 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 Eric Soos.
Eric Soos previously worked as Managing Director at Oppenheimer & Co. Inc. and Director at Cibc World Markets. Eric Soos holds Bachelor Of Arts from Duquesne University.
Company email context
Email format at UBS Financial Services
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{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Eric Soos. Compare company email patterns before reaching out.
Profile bio
About Eric Soos
With over two decades of investment consulting experience I primarily work with non-profits, foundations, endowments, retirement plans and high net worth families to assist in their investment planning./*********/**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 Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, and 17 others.
Current workplace
Eric Soos's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs Financial Services
4 roles
Eric Soos work experience
A career timeline built from the work history available for this profile.
Managing Director - Wealth Management
Current
Jun 2015 - Present
Managing Director
Oppenheimer & Co. Inc.
Jan 2003 - Jun 2015
Director
Cibc World Markets
Jan 1994 - Jan 2003
1 education record
Eric Soos education
-
Duquesne University
FAQ
Frequently asked questions about Eric Soos
Quick answers generated from the profile data available on this page.
What company does Eric Soos work for?
Eric Soos works for UBS Financial Services.
What is Eric Soos's role at UBS Financial Services?
Eric Soos is listed as Managing Director - Wealth Management at UBS Financial Services.
What is Eric Soos's email address?
AeroLeads has found 1 work email signal at @ubs.com for Eric Soos at UBS Financial Services.
Where is Eric Soos based?
Eric Soos is based in New York City Metropolitan Area, United States while working with UBS Financial Services.
What companies has Eric Soos worked for?
Eric Soos has worked for Ubs Financial Services, Oppenheimer & Co. Inc., and Cibc World Markets.
Who are Eric Soos's colleagues at UBS Financial Services?
Eric Soos's colleagues at UBS Financial Services include Flloyd Rewa and Ethan Harro.
How can I contact Eric Soos?
You can use AeroLeads to view verified contact signals for Eric Soos at UBS Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Eric Soos attend?
Eric Soos holds Bachelor Of Arts from Duquesne University.
What skills is Eric Soos known for?
Eric Soos is listed with skills including Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Finance, Financial Analysis, Strategic Financial Planning, and Equities.
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