Linda Abbott

Linda Abbott Email and Phone Number

Director, Administrative Officer UBS
Linda Abbott's Location
Charlotte, North Carolina, United States, United States
Linda Abbott's Contact Details

Linda Abbott personal email

n/a

Linda Abbott phone numbers

About Linda Abbott

/*********/**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.**

Linda Abbott's Current Company Details

Director, Administrative Officer UBS
Linda Abbott Work Experience Details
  • Raymond James
    Branch Operations Manager
    Raymond James Jan 2023 - Aug 2024
    St. Petersburg, Florida, Us
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
    View
  • Stifel
    Csa
    Stifel Aug 2018 - Mar 2023
  • Stifel
    Operations Supervisor
    Stifel Aug 2018 - Mar 2023
  • Stifel Financial Corp.
    Operations Supervisor
    Stifel Financial Corp. Aug 2018 - Mar 2023
    St. Louis, Mo, Us
    View
  • Vanguard
    Registered Representative
    Vanguard Nov 2014 - Jul 2018
    Valley Forge, Pa, Us
    Work with High Net Worth clients consolidating there assets to Vanguard in a concierge position.
    View
  • Charles Schwab
    Manager
    Charles Schwab Aug 2000 - Aug 2001
    Westlake, Texas, Us
    Supervised 16 employees in large call center.
    View
  • Credit Suisse
    Administrative Manager
    Credit Suisse Aug 1999 - Aug 2000
    Zurich, Ch
    Managed institutional and retail sales including: daily trading, IPO's, friends and family offerings, joint vertures, compliance, and managed accounts.
    View
  • Paine Webber
    Administrative Manager
    Paine Webber Jan 1997 - Aug 1999
    Directly managed 22 employees, while overseeing 40 brokers.
  • Waterhouse Securities
    Financial Trader
    Waterhouse Securities Jun 1995 - Oct 1996
    Serviced an active call center. Received my series 8 and 65.
  • Smith Barney
    Registered Sales Asst.
    Smith Barney Jan 1992 - Jan 1995
    Assistant to high net worth producer.

Linda Abbott Skills

Finance Management Financial Analysis Portfolio Management Financial Services Series 7 Trading Retirement Planning Mutual Funds Credit Securities Finra Financial Modeling Banking Equities Financial Planning Wealth Management Retirement Risk Management Fixed Income Insurance Loans Investments Asset Management

Linda Abbott Education Details

  • University Of Southern California
    University Of Southern California
    Journalism
  • California State University, Long Beach
    California State University, Long Beach
    Journalism

Frequently Asked Questions about Linda Abbott

What is Linda Abbott's role at the current company?

Linda Abbott's current role is Director, Administrative Officer UBS.

What is Linda Abbott's email address?

Linda Abbott's email address is li****@****fel.com

What is Linda Abbott's direct phone number?

Linda Abbott's direct phone number is +162338*****

What schools did Linda Abbott attend?

Linda Abbott attended University Of Southern California, California State University, Long Beach.

What skills is Linda Abbott known for?

Linda Abbott has skills like Finance, Management, Financial Analysis, Portfolio Management, Financial Services, Series 7, Trading, Retirement Planning, Mutual Funds, Credit, Securities, Finra.

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