Paula Roberts

Paula Roberts Email and Phone Number

Senior Wealth Strategy Associate @ UBS Financial Services
Portland, OR, US
Paula Roberts's Location
Portland, Oregon Metropolitan Area, United States
Paula Roberts's Contact Details

Paula Roberts work email

Paula Roberts personal email

n/a
About Paula Roberts

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

Paula Roberts's Current Company Details
UBS Financial Services

Ubs Financial Services

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Senior Wealth Strategy Associate
Portland, OR, US
Website:
nyftyfitness.com
Employees:
28
Paula Roberts Work Experience Details
  • Ubs Financial Services
    Senior Wealth Strategy Associate
    Ubs Financial Services
    Portland, Or, Us
  • Ubs Financial Services
    Registered Client Associate
    Ubs Financial Services Jun 2018 - Present
    Lake Oswego, Or
  • Wealthbridge Advisors
    Business Development Specialist
    Wealthbridge Advisors Oct 2016 - Jun 2018
    Lake Oswego, Oregon
  • Morgan Stanley
    Portfolio Associate
    Morgan Stanley Dec 2012 - Oct 2016
    Portland, Oregon Area
  • Merrill Lynch
    Senior Registered Client Associate/Financial Advisor
    Merrill Lynch Jan 2007 - Dec 2012
    Mesa, Az

Paula Roberts Skills

Investments Wealth Management Retirement Planning Leadership Financial Planning Strategic Planning Financial Services Team Building Mutual Funds Trading

Paula Roberts Education Details

Frequently Asked Questions about Paula Roberts

What company does Paula Roberts work for?

Paula Roberts works for Ubs Financial Services

What is Paula Roberts's role at the current company?

Paula Roberts's current role is Senior Wealth Strategy Associate.

What is Paula Roberts's email address?

Paula Roberts's email address is pa****@****ubs.com

What schools did Paula Roberts attend?

Paula Roberts attended Corban University.

What skills is Paula Roberts known for?

Paula Roberts has skills like Investments, Wealth Management, Retirement Planning, Leadership, Financial Planning, Strategic Planning, Financial Services, Team Building, Mutual Funds, Trading.

Who are Paula Roberts's colleagues?

Paula Roberts's colleagues are Ethan Harro, Flloyd Rewa.

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