Nancy Matta, Cfp®, Cima®, Crpc® Email & Phone Number
@ubs.com
1 phone found area 212
LinkedIn matched
Who is Nancy Matta, Cfp®, Cima®, Crpc®? Overview
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Nancy Matta, Cfp®, Cima®, Crpc® is listed as Senior Vice President - Wealth Management at UBS, a company with 28 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 212, and a matched LinkedIn profile for Nancy Matta, Cfp®, Cima®, Crpc®.
Nancy Matta, Cfp®, Cima®, Crpc® previously worked as First Vice President - Investments at Merrill Lynch. Nancy Matta, Cfp®, Cima®, Crpc® holds Certified Investment Management Analyst from The Wharton School.
Email format at UBS
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AeroLeads found 1 current-domain work email signal for Nancy Matta, Cfp®, Cima®, Crpc®. Compare company email patterns before reaching out.
About Nancy Matta, Cfp®, Cima®, Crpc®
Nancy Matta is a Senior Vice President and Certified Financial Planner™ at the 299 Park Avenue, New York City office of UBS Financial Services Inc. She has worked in the wealth management industry for over 40 years, creating and executing financial planning strategies for families and individuals. Nancy has successfully managed investment portfolios through a variety of market environments.Fluent in Spanish, Nancy is a graduate of SUNY at Oneonta and is active in her community. She serves on the board of Catholic Charities of New York and supports the Hunger Project of NYC, the Mary Louis Academy (providing Scholarships to students in need), the St. Nicholas Project (giving necessities to the poor) and the Order of Malta (helping the sick and poor)./*********/**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.**
Nancy Matta, Cfp®, Cima®, Crpc®'s current company
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Nancy Matta, Cfp®, Cima®, Crpc® work experience
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Senior Vice President - Wealth Management
Current
First Vice President - Investments
Nancy Matta, Cfp®, Cima®, Crpc® education
Certified Investment Management Analyst
Certified Financial Planner, Financial Planning
Psychology
Frequently asked questions about Nancy Matta, Cfp®, Cima®, Crpc®
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What company does Nancy Matta, Cfp®, Cima®, Crpc® work for?
Nancy Matta, Cfp®, Cima®, Crpc® works for UBS.
What is Nancy Matta, Cfp®, Cima®, Crpc®'s role at UBS?
Nancy Matta, Cfp®, Cima®, Crpc® is listed as Senior Vice President - Wealth Management at UBS.
What is Nancy Matta, Cfp®, Cima®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @ubs.com for Nancy Matta, Cfp®, Cima®, Crpc® at UBS.
What is Nancy Matta, Cfp®, Cima®, Crpc®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Nancy Matta, Cfp®, Cima®, Crpc® at UBS.
Where is Nancy Matta, Cfp®, Cima®, Crpc® based?
Nancy Matta, Cfp®, Cima®, Crpc® is based in New York City Metropolitan Area, United States, United States while working with UBS.
What companies has Nancy Matta, Cfp®, Cima®, Crpc® worked for?
Nancy Matta, Cfp®, Cima®, Crpc® has worked for Ubs and Merrill Lynch.
Who are Nancy Matta, Cfp®, Cima®, Crpc®'s colleagues at UBS?
Nancy Matta, Cfp®, Cima®, Crpc®'s colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Nancy Matta, Cfp®, Cima®, Crpc®?
You can use AeroLeads to view verified contact signals for Nancy Matta, Cfp®, Cima®, Crpc® at UBS, including work email, phone, and LinkedIn data when available.
What schools did Nancy Matta, Cfp®, Cima®, Crpc® attend?
Nancy Matta, Cfp®, Cima®, Crpc® holds Certified Investment Management Analyst from The Wharton School.
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