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Jon Schechter, Cfp® Email & Phone Number

Senior Wealth Strategy Associate at UBS
Location: New York, New York, United States 2 work roles 3 schools
1 work email found @ubs.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@ubs.com
LinkedIn Profile matched
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Current company
UBS
Role
Senior Wealth Strategy Associate
Location
New York, New York, United States
Company size

Who is Jon Schechter, Cfp®? Overview

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Quick answer

Jon Schechter, Cfp® is listed as Senior Wealth Strategy Associate at UBS, a company with 28 employees, based in New York, New York, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Jon Schechter, Cfp®.

Jon Schechter, Cfp® holds Bachelor Of Science (B.S.), Major: Business Administration, Finance Focus from Usc Marshall School Of Business.

Company email context

Email format at UBS

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*@ubs.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jon Schechter, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Jon Schechter, Cfp®

**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.**With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra high net worth individuals.Our global strategy is centered on strengthening UBS’s leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients./*********/**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 Networking, Sales, Microsoft Excel, Leadership, and 15 others.

Current workplace

Jon Schechter, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

UBS
Ubs
Senior Wealth Strategy Associate
New York, NY, US
Employees
28
AeroLeads page
2 roles

Jon Schechter, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Strategy Associate

Ubs

New York, NY, US

Senior Wealth Strategy Associate

Current
Ubs

Zurich, CH

I partner with founders and executives to help simplify and optimize their financial lives.Private Wealth Managementhttps://advisors.ubs.com/presidio/

Aug 2018 - Present
3 education records

Jon Schechter, Cfp® education

Bachelor Of Science (B.S.), Major: Business Administration, Finance Focus

Usc Marshall School Of Business

Certificate In Financial Planning

Ucla

Finance

Cuhk Business School
FAQ

Frequently asked questions about Jon Schechter, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jon Schechter, Cfp® work for?

Jon Schechter, Cfp® works for UBS.

What is Jon Schechter, Cfp®'s role at UBS?

Jon Schechter, Cfp® is listed as Senior Wealth Strategy Associate at UBS.

What is Jon Schechter, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ubs.com for Jon Schechter, Cfp® at UBS.

Where is Jon Schechter, Cfp® based?

Jon Schechter, Cfp® is based in New York, New York, United States while working with UBS.

What companies has Jon Schechter, Cfp® worked for?

Jon Schechter, Cfp® has worked for Ubs.

Who are Jon Schechter, Cfp®'s colleagues at UBS?

Jon Schechter, Cfp®'s colleagues at UBS include Ethan Harro and Flloyd Rewa.

How can I contact Jon Schechter, Cfp®?

You can use AeroLeads to view verified contact signals for Jon Schechter, Cfp® at UBS, including work email, phone, and LinkedIn data when available.

What schools did Jon Schechter, Cfp® attend?

Jon Schechter, Cfp® holds Bachelor Of Science (B.S.), Major: Business Administration, Finance Focus from Usc Marshall School Of Business.

What skills is Jon Schechter, Cfp® known for?

Jon Schechter, Cfp® is listed with skills including Networking, Sales, Microsoft Excel, Leadership, Investments, Real Estate Development, Business Strategy, and Bloomberg Terminal.

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