Financial Advisor, Senior Vice President - Wealth Management
Ubs Financial Services Inc.
AeroLeads people directory · profile
James Patrick Email & Phone Number
Financial Advisor, Senior Vice President - Wealth Management
at
UBS Financial Services Inc.
2 work emails found
@ubs.com
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 71%
Current company
Role
Financial Advisor, Senior Vice President - Wealth Management
Location
Mill Valley, California, United States
Who is James Patrick? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Patrick is listed as Financial Advisor, Senior Vice President - Wealth Management at UBS Financial Services Inc., based in Mill Valley, California, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for James Patrick.
James Patrick previously worked as Senior Vice President at Ubs.
Company email context
Email format at UBS Financial Services Inc.
This section adds company-level context without repeating James Patrick's masked contact details.
{first}.{last}@ubs.com
89% confidence
AeroLeads found 2 current-domain work email signals for James Patrick. Compare company email patterns before reaching out.
Profile bio
About James Patrick
/*********/**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.**
Current workplace
James Patrick's current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
James Patrick work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Current
Aug 2019 - Present
FAQ
Frequently asked questions about James Patrick
Quick answers generated from the profile data available on this page.
What company does James Patrick work for?
James Patrick works for UBS Financial Services Inc..
What is James Patrick's role at UBS Financial Services Inc.?
James Patrick is listed as Financial Advisor, Senior Vice President - Wealth Management at UBS Financial Services Inc..
What is James Patrick's email address?
AeroLeads has found 2 work email signals at @ubs.com for James Patrick at UBS Financial Services Inc..
Where is James Patrick based?
James Patrick is based in Mill Valley, California, United States while working with UBS Financial Services Inc..
What companies has James Patrick worked for?
James Patrick has worked for Ubs Financial Services Inc. and Ubs.
How can I contact James Patrick?
You can use AeroLeads to view verified contact signals for James Patrick at UBS Financial Services Inc., including work email, phone, and LinkedIn data when available.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the James Patrick you were looking for.
JAMES PATRICK
4 email domains
James Patrick
3 email domains
James Gayhardt
7 email domains
James Patrick
4 email domains