Patty Green

Patty Green Email and Phone Number

Associate Market Executive-Florida @ UBS
Florida, United States
Patty Green's Location
Greater Tampa Bay Area, United States, United States
Patty Green's Contact Details
About Patty Green

Patty Green is a Associate Market Executive-Florida at UBS. She possess expertise in wealth management, finance, series 7, banking, loans and 32 more skills.

Patty Green's Current Company Details
UBS

Ubs

View
Associate Market Executive-Florida
Florida, United States
Website:
nyftyfitness.com
Employees:
28
Patty Green Work Experience Details
  • Ubs
    Associate Market Executive-Florida
    Ubs
    Florida, United States
    View
  • Ubs
    Associate Market Executive-Florida
    Ubs Jan 2024 - Present
    Zurich, Ch
    View
  • Ubs
    Senior Wealth Management Banker
    Ubs Sep 2008 - Present
    Zurich, Ch
    Partners with Financial advisors to help determine banking and lending strategies for clients. Providing advice on the other side of the balance sheet as well as the asset side working with a unique stategy to help clients finance real estate, luxury items and business or liquity needs. Creating comprehensive integrated wealth managment strategies tailored to the individual needs of clients along with our Wealth managers at UBS.
    View
  • Ubs
    Financial Advisor
    Ubs 2008 - Present
    Zurich, Ch
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Sep 2005 - Dec 2008
    New York, Ny, Us
    View
  • Bank Of America
    Banking Center Manager
    Bank Of America Jul 1996 - Sep 2006
    Charlotte, Nc, Us
    View

Patty Green Skills

Wealth Management Finance Series 7 Banking Loans Investments Securities Portfolio Management Series 63 Equities Investment Strategies Risk Management Investment Banking Mutual Funds Uniform Combined State Law Strategic Financial Planning Financial Planning Financial Services Management Small Business Lending Securities Lending Mortgage Lending Asset Allocation Asset Management Wealth Fixed Income Financial Analysis Alternative Investments Retirement Planning Credit Private Banking Relationship Management Wealth Management Services Financial Advisory Financial Modeling Investment Management Nmls Licensed

Frequently Asked Questions about Patty Green

What company does Patty Green work for?

Patty Green works for Ubs

What is Patty Green's role at the current company?

Patty Green's current role is Associate Market Executive-Florida.

What is Patty Green's email address?

Patty Green's email address is pp****@****aol.com

What is Patty Green's direct phone number?

Patty Green's direct phone number is +181333*****

What skills is Patty Green known for?

Patty Green has skills like Wealth Management, Finance, Series 7, Banking, Loans, Investments, Securities, Portfolio Management, Series 63, Equities, Investment Strategies, Risk Management.

Who are Patty Green's colleagues?

Patty Green's colleagues are Flloyd Rewa, Ethan Harro.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.