Current role and areas of expertise
Bill joined UBS Bank USA in November 2011 and he is currently a Senior Wealth Management Banker covering the Rockies Market in Colorado and the Desert Market in Utah.
Bill has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Bill has over 20 years of experience in finance and lending. In addition to his role with UBS, Bill has past experience in business & commercial banking, securities backed lending, residential appraisal, real estate broker and wealth management.
Education and professional licenses
In Bill’s role as Senior Wealth Management Banker his NMLS# 800454. He holds his permissive Series 7, 63 and 66 securities licenses. He also received a MBA Finance from San Diego State University and a BA in Sociology from University of California Los Angeles.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.
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