Brad Rosenberg
About Brad Rosenberg
Brad Rosenberg is a Branch Manager at UBS in Aventura, Florida, where he has worked since 2014. He has held various positions within UBS since 1997, including roles in wealth management, market strategy, and operations.
Current Role as Branch Manager at UBS
Brad Rosenberg has served as the Branch Manager at UBS in Aventura, Florida, since 2014. In this role, he oversees branch operations and manages client relationships, ensuring the delivery of financial services to clients in the region. His tenure in this position has contributed to the growth and success of the branch over the past decade.
Previous Positions at UBS
Brad Rosenberg has held multiple roles at UBS, showcasing a diverse career within the organization. He worked as the Chief Administrative Officer (CAO) for Market Strategy & Development from 2005 to 2009 and later as CAO for National Sales for one year in 2004-2005. His experience also includes serving as Executive Director in the Wealth Management Advisor Group from 2010 to 2013 and as Regional Sales Manager for the Southeast from 2013 to 2014.
Education and Expertise
Brad Rosenberg earned a Master of Business Administration (MBA) in Finance from New York University - Leonard N. Stern School of Business, completing his studies from 2001 to 2003. He also holds a Bachelor of Arts in Economics from Rutgers University–New Brunswick, where he studied from 1992 to 1997. His educational background supports his extensive career in finance and management.
Career Development at UBS
Brad Rosenberg began his career at UBS as a Graduate Trainee in Operations & Service from 1997 to 1999. He progressed through various roles, including Vice President of Marketing Technology and Chief of Staff for Operations & Systems. His career at UBS has spanned over two decades, reflecting his commitment and adaptability within the financial services sector.