Benjamin Pitel
About Benjamin Pitel
Benjamin Pitel serves as the Assistant Market Head at UBS in the Greater St. Louis Area, where he has worked since 2017. He holds a PhD in Applied Economics from the University of Arkansas and has extensive experience in financial advisory and risk management.
Work at UBS
Benjamin Pitel has served as the Assistant Market Head at UBS since 2017, contributing to the firm's operations in the Greater St. Louis Area for seven years. In this role, he is responsible for conducting regular sales meetings and assisting with the implementation of growth initiatives. Pitel also plays a key role in the selection, hiring, and onboarding of financial advisors, ensuring a smooth transition and conversion process. Additionally, he manages and resolves escalated issues related to various risks, including financial, reputational, compliance, supervisory, operational, and HR governance.
Education and Expertise
Benjamin Pitel holds a PhD in Applied Economics from the University of Arkansas, where he studied from 2018 to 2022. He also earned a Doctor of Law (JD) degree from the same institution, completing his studies from 2018 to 2021. Prior to that, he obtained a Bachelor of Science (B.S.) in Banking, Corporate, Finance, and Securities Law from Missouri State University, where he studied from 2012 to 2016. Furthermore, he holds a Master of Applied Economics from Missouri State University, achieved between 2016 and 2018. This extensive educational background equips him with a solid foundation in finance and law.
Background
Benjamin Pitel has a diverse professional background, having worked at McKinsey & Company as a Business Analyst since 2012. His experience spans over twelve years in this role, where he has developed a structured coaching program tailored for financial advisors. This program aims to help advisors identify and meet their growth needs. Pitel's dual roles at UBS and McKinsey showcase his expertise in both advisory and analytical capacities within the financial sector.
Achievements
In his current role at UBS, Benjamin Pitel has developed a structured coaching program specifically designed for financial advisors. This initiative focuses on helping advisors identify and achieve their growth needs, demonstrating his commitment to professional development within the financial services industry. Additionally, he manages various risks associated with financial governance, showcasing his ability to navigate complex challenges in the financial landscape.