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William Mcbride Email & Phone Number
Senior Wealth Strategy Associate
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Wealth Strategy Associate
Location
Charlotte, North Carolina, United States
Company size
Who is William Mcbride? Overview
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Quick answer
William Mcbride is listed as Senior Wealth Strategy Associate at UBS, a company with 28 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for William Mcbride.
William Mcbride previously worked as Financial Advisor at Ubs and Financial Advisor Development Program at Ubs. William Mcbride holds Bachelor Of Arts - Ba, Finance from Michigan State University.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for William Mcbride. Compare company email patterns before reaching out.
Profile bio
About William Mcbride
/*********/**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.**
Current workplace
William Mcbride's current company
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Ubs
8 roles
William Mcbride work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Oct 2024 - Present
Financial Advisor Development Program
Oct 2023 - Oct 2024
Wealth Management Intern
- Researched performance of 30 large cap growth mutual funds to identify top 5 recommendations for client to improve their portfolio returns
- Conducted financial audit for an institutional client to ensure accuracy of holdings and portfolio value; presented findings to internal Manager for client review
- Assisted Financial Advisors in completing financial goal analyses using Money Guide Pro to create plans that aligned to financial and retirement goals of new clients, while also… Show more
- Assisted Financial Advisors in completing financial goal analyses using Money Guide Pro to create plans that aligned to financial and retirement goals of new clients, while also considering investment preferences
- Ran Securities-Based Lending Portfolio reports using MicroStrategy to track client lending strategies Show less
Jun 2022 - Aug 2022
Director Of Operations
- Lead team of 4 workers to lay down meticulous floor coating to complete customer orders in a suitable timeline.
- Communicated with potential clients to quote, negotiate, and contract garage floor coatings for residential and commercial properties.
- Tracked inventory of all materials, compiling the data in Excel to forecast future customer demand.
- Developed marketing strategies based on customer demographics to acquire target markets.
Jan 2021 - May 2022
Seasonal Driver Helper
- Organized and sorted packages to increase route efficiency and delivery time.
- Cooperated with driver to deliver several packages simultaneously to maximize productivity and time management.
- Increased number of packages delivered by over 40% while keeping route delivery time under 8-hour allotted time limit.
Dec 2019 - Jan 2021
Summer Intern
- Cooperated with a team of 5 other interns to add over 100,000 products to company website.
- Utilized Magento software and Microsoft Excel to organize and add over 10,000 products to company website.
- Increased accessibility of website to make it easier to navigate for all customers.
May 2018 - Aug 2019
Host
- Catered to and communicated with customers, creating strong relationships and efficient service.
- Answered all customer phone calls to resolve any issues and answer all questions.
- Managed waiting lists to seat customers quickly and efficiently, while making sure all servers get equal customer opportunity.
Jun 2016 - Jan 2019
1 education record
William Mcbride education
FAQ
Frequently asked questions about William Mcbride
Quick answers generated from the profile data available on this page.
What company does William Mcbride work for?
William Mcbride works for UBS.
What is William Mcbride's role at UBS?
William Mcbride is listed as Senior Wealth Strategy Associate at UBS.
What is William Mcbride's email address?
AeroLeads has found 1 work email signal at @ubs.com for William Mcbride at UBS.
Where is William Mcbride based?
William Mcbride is based in Charlotte, North Carolina, United States while working with UBS.
What companies has William Mcbride worked for?
William Mcbride has worked for Ubs, Comer & Cross Garage Coatings Llc, Ups, Electrical Terminal Service, and Luxe Bar & Grill.
Who are William Mcbride's colleagues at UBS?
William Mcbride's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact William Mcbride?
You can use AeroLeads to view verified contact signals for William Mcbride at UBS, including work email, phone, and LinkedIn data when available.
What schools did William Mcbride attend?
William Mcbride holds Bachelor Of Arts - Ba, Finance from Michigan State University.
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