Aleksei Moshiashvili, Apma®, Crpc®
About Aleksei Moshiashvili, Apma®, Crpc®
Aleksei Moshiashvili is a Senior Wealth Strategy Associate and Authorized Officer at UBS, where he has worked since 2021. He has a background in finance with experience at Merrill Lynch and Barclays.
Work at UBS
Aleksei Moshiashvili has been employed at UBS since 2021, serving as a Senior Wealth Strategy Associate and Authorized Officer. In this role, he is responsible for providing strategic wealth management services to clients in the New York City Metropolitan Area. His previous tenure at UBS from 2015 to 2018 also as a Senior Wealth Strategy Associate equipped him with extensive experience in wealth management and client relations.
Previous Experience at Merrill Lynch
Prior to his current position at UBS, Aleksei Moshiashvili worked at Merrill Lynch from 2018 to 2021 as an Investment Analyst. His responsibilities included analyzing investment opportunities and providing insights to enhance client portfolios. He also held the position of Client Service Associate at Merrill Lynch from 2008 to 2012, where he focused on client support and service delivery.
Experience at Barclays
Aleksei Moshiashvili worked at Barclays as a Client Service Analyst from 2012 to 2015. In this role, he was involved in managing client inquiries and ensuring high levels of customer satisfaction. His experience at Barclays contributed to his skill set in client service and relationship management.
Education and Expertise
Aleksei Moshiashvili earned a Bachelor of Business Administration (BBA) degree in Finance from Baruch College, City University of New York (CUNY). His educational background in finance provides a solid foundation for his career in wealth management and investment analysis. He holds professional designations including Apma® and Crpc®.