Vice President–Wealth Management
Financial Advisor
Omar graduated from University of California, Riverside in 2004 with a Bachelor of Arts degree in Business Economics.
He began his career with a year at Citibank before transitioning to UBS in 2006, where he has built a substantial track record. During his long tenure, he has growth across multiple roles and collabration with diverse teams.
Working alongside diverse internal teams has significantly enhanced his professional adaptability and market fluency. This collaboration has provided direct access to many investment strategies and fostered a deeper understanding of varied client demographics and complex financial needs. This varied exposure is core to analyzing and tailoring effective solutions.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including: