Your life. Your wealth. Your future.

Current role and areas of expertise

Daniel Scheinthal joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Soundview and Greater New England Markets.

Daniel 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

Daniel began his career in financial services in 2007. Prior to joining UBS, Daniel spent 6 years at Merrill Lynch. 

Education and personal information

In Daniel’s role as a Senior Wealth Management Banker his NMLS # is 642136. He holds his Series 7, 66 & 24 securities licenses. He also holds a degree in Public Finance from Indiana University and an MBA in Finance from NYU Stern School of Business.

Outside of the office, Daniel enjoys spending time with his wife, Kim and their two children Liam & Ava.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Sandrea Brooks is a Wealth Planning Associate covering the Soundview market at UBS Wealth Management Americas. Sandrea collaborates closely with Financial Advisors and clients to develop tailored financial plans that align with their unique goals. Drawing upon a comprehensive understanding of investment strategies and estate considerations, Sandrea brings a holistic approach to wealth management. Prior to joining UBS in 2020, Sandrea worked in the Public Securities Group at Brookfield Asset Management. Sandrea sits on MOSAIC-Americas National Steering Committee as the COO. She is also on the board of US-Africa Children’s Fellowship working with Communities in Africa to promote teaching, learning, and skill development to help children and adults grow and thrive.

Sandrea earned a Masters in Business Administration from Concordia University Chicago in 2017 and holds FINRA Series 7 and 66 licenses. Her Jamaican upbringing has made her passionate about financial literacy and social impact. She also enjoys a good run through the city, audiobooks, interior decorating and spending time with family and friends.

Mark is a Director, Advisory Sales Consultant, providing financial advisors education, practice management, and investment manager implementation ideas on the UBS Advisory Platforms.

Professional History

Mark joined UBS in 2020 as an Advisory Sales Consultant based in San Francisco and relocated in 2023 to work with the Manhattan Market. Prior to joining UBS, Mark spent over seven years at Merrill Lynch within their Advisory Specialist organization. He began his career at Merrill Lynch on the Internal Advisory desk primarily covering the Mid-Atlantic, Western Pennsylvania and Ohio Markets. In 2018, Mark relocated to San Francisco to become the external Advisory Specialist covering the San Francisco Bay Area. Mark began his career in the financial service industry within Vanguard’s Client Service Team where he worked directly with UHNW clients for two years.

Education

He is also a Certified Investment Management Analyst® (CIMA®), a designation sponsored by the Investments & Wealth Institute and taught in conjunction with the Wharton School, University of Pennsylvania. He holds the FINRA Series 6, 7, 63 and 65 licenses.

Personal

Mark is originally from Northeastern Pennsylvania and is a graduate from Susquehanna University. Mark resides in Norwalk, CT with his wife, Caitlin, one year old son, Arthur, and dog, Bodhi.