Wealth Strategy Associate
Current
Nov 2020 - Present
AeroLeads people directory · profile
Leslie Bruce Email & Phone Number
Wealth Strategy Associate @ UBS | Series 7, Series 63, Series 66
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Strategy Associate @ UBS | Series 7, Series 63, Series 66
Location
New York City Metropolitan Area, United States
Who is Leslie Bruce? Overview
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Quick answer
Leslie Bruce is listed as Wealth Strategy Associate @ UBS | Series 7, Series 63, Series 66 at UBS, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Leslie Bruce.
Leslie Bruce previously worked as Wealth Strategy Associate at Ubs and Private Wealth Associate at Ab Bernstein. Leslie Bruce holds Bachelor Of Arts (B.A.), Psychology from Columbia University.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Leslie Bruce. Compare company email patterns before reaching out.
Profile bio
About Leslie Bruce
Leslie Bruce is a Wealth Strategy Associate @ UBS | Series 7, Series 63, Series 66 at UBS. They possess expertise in microsoft office, research, customer service, data analysis, strategy and 17 more skills.
Listed skills include Microsoft Office, Research, Customer Service, Data Analysis, and 18 others.
Current workplace
Leslie Bruce's current company
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3 roles
Leslie Bruce work experience
A career timeline built from the work history available for this profile.
Private Wealth Associate
-Partnered with Principal Financial Advisors and team leader of 5 Associates that provided investmentmanagement for HNW clients totaling $2.3 billion in assets under management-Created financial plans and customized portfolios based on client's goals and financial circumstances by analyzing current investments/objectives-Interacted with clients to support all aspects of their servicing needs related to the management of their relationship including asset transfers, cash requests, giftings, RMDs, taxes, and general account inquiries-Prepared and collected appropriate documentation needed to service various accounts including taxable, ERISA, trusts, estates, corporate entities, and alternative investments-Coordinated with contra-firms and internal teams including Portfolio Managers, Legal and Compliance,and CSRs to ensure workflow of account openings, asset allocation changes, asset transfers-Responded to ad-hoc requests from clients and internal teams to provide information on performance,quality control, portfolio data, etc.-Reconciled client activity through quality control processes on various systems to monitor for riskmanagement and ensure accuracy
Jun 2017 - Mar 2020
Private Wealth Management Intern
Jun 2016 - Aug 2016
1 education record
Leslie Bruce education
-
Columbia University
FAQ
Frequently asked questions about Leslie Bruce
Quick answers generated from the profile data available on this page.
What company does Leslie Bruce work for?
Leslie Bruce works for UBS.
What is Leslie Bruce's role at UBS?
Leslie Bruce is listed as Wealth Strategy Associate @ UBS | Series 7, Series 63, Series 66 at UBS.
What is Leslie Bruce's email address?
AeroLeads has found 1 work email signal at @ubs.com for Leslie Bruce at UBS.
Where is Leslie Bruce based?
Leslie Bruce is based in New York City Metropolitan Area, United States while working with UBS.
What companies has Leslie Bruce worked for?
Leslie Bruce has worked for Ubs and Ab Bernstein.
How can I contact Leslie Bruce?
You can use AeroLeads to view verified contact signals for Leslie Bruce at UBS, including work email, phone, and LinkedIn data when available.
What schools did Leslie Bruce attend?
Leslie Bruce holds Bachelor Of Arts (B.A.), Psychology from Columbia University.
What skills is Leslie Bruce known for?
Leslie Bruce is listed with skills including Microsoft Office, Research, Customer Service, Data Analysis, Strategy, Writing, Social Media, and Microsoft Excel.
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