Nancy Bernstein

Nancy Bernstein Email and Phone Number

Senior Vice President of Wealth Management at UBS @ UBS
zurich, zurich, switzerland
Nancy Bernstein's Location
Bridgewater, New Jersey, United States, United States
Nancy Bernstein's Contact Details

Nancy Bernstein personal email

Nancy Bernstein phone numbers

About Nancy Bernstein

Provide Wealth Management Planning for high-net-worth investors. Specialize in tax-advantaged opportunities, asset allocation, retirement planning and long-term investing. Almost 30 years in fixed income and equity market investing for multi-generational as well as new investors looking for security and growth of assets.

Nancy Bernstein's Current Company Details
UBS

Ubs

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Senior Vice President of Wealth Management at UBS
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Nancy Bernstein Work Experience Details
  • Ubs
    Senior Vice President At Ubs Wealth Management
    Ubs Sep 2022 - Present
    View
  • Morgan Stanley Private Wealth Management
    Senior Vice President Wealth Management
    Morgan Stanley Private Wealth Management Nov 2011 - Sep 2022
    Pluckemin, Nj
    View
  • Merrill Lynch
    Senior Vice President
    Merrill Lynch Apr 1998 - Nov 2011
    Bridgewater, Nj
    Senior Wealth Management and Financial Advisor specializing in fixed income and equity markets.
    View

Nancy Bernstein Education Details

Frequently Asked Questions about Nancy Bernstein

What company does Nancy Bernstein work for?

Nancy Bernstein works for Ubs

What is Nancy Bernstein's role at the current company?

Nancy Bernstein's current role is Senior Vice President of Wealth Management at UBS.

What is Nancy Bernstein's email address?

Nancy Bernstein's email address is nb****@****ail.com

What is Nancy Bernstein's direct phone number?

Nancy Bernstein's direct phone number is +190829*****

What schools did Nancy Bernstein attend?

Nancy Bernstein attended American University.

Who are Nancy Bernstein's colleagues?

Nancy Bernstein's colleagues are Patrick Hofmann, Bartlomiej Sedlak, Zuzanna Jędrzejewska, Angelo Iuliano, Christoph Römer, Isabelle Mullane, Rinna Yu.

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