Henry Smith

Henry Smith Email and Phone Number

Wealth Strategy Associate @ UBS
Dallas, TX, US
Henry Smith's Location
Dallas, Texas, United States, United States
About Henry Smith

With over 30 years of experience, our Wealth Management Team at UBS advises high-net-worth individuals on all aspects of their wealth. We work closely with business owners on pre-liquidity and post-liquidity strategies leveraging UBS’s broad set of global capabilities to expand their wealth. We take pride in providing access, advice, and expertise our clients need from across the firm and around the globe. While we manage assets for all high-net-worth individuals, our practice focuses on advising business owners who have recently experienced a liquidity event. We specialize in managing complex holdings as a result of M&A activity./*********/**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.**

Henry Smith's Current Company Details
UBS

Ubs

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Wealth Strategy Associate
Dallas, TX, US
Website:
nyftyfitness.com
Employees:
28
Henry Smith Work Experience Details
  • Ubs
    Wealth Strategy Associate
    Ubs
    Dallas, Tx, Us
  • Ubs
    Registered Client Associate
    Ubs Apr 2023 - Present
    Dallas, Texas, United States
    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.
  • Sellside Group, Llc
    Business Development Consultant
    Sellside Group, Llc Sep 2022 - Dec 2022
    Dallas, Texas, United States
    The team at Sellside is made of executives with real-world experience in starting, growing, turning around, managing and selling businesses. We understand what Founders, CEO's, VP's and Management teams go through every day to develop and execute on your most important strategies.
  • The Grove In East Texas
    Head Of Business Development
    The Grove In East Texas Apr 2019 - Mar 2021
    Brownsboro, Texas
  • Ubs
    Institutional Equities Intern
    Ubs Jun 2020 - Aug 2020
    Dallas, Texas, United States

Henry Smith Education Details

Frequently Asked Questions about Henry Smith

What company does Henry Smith work for?

Henry Smith works for Ubs

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

Henry Smith's current role is Wealth Strategy Associate.

What schools did Henry Smith attend?

Henry Smith attended University Of Colorado Boulder - Leeds School Of Business, Highland Park High School.

Who are Henry Smith's colleagues?

Henry Smith's colleagues are Flloyd Rewa, Ethan Harro.

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    4 +177063XXXXX

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