Dakota Greene
About Dakota Greene
Dakota Greene is a Wealth Strategy Associate at UBS, with a background in financial planning and analysis. He holds a Bachelor of Science in Finance from Drexel University and has experience working with several financial institutions in the Greater Philadelphia Area.
Current Role at UBS
Dakota Greene serves as a Wealth Strategy Associate at UBS, a position held since 2021. In this role, he focuses on providing strategic financial advice and solutions to clients. His responsibilities include analyzing financial data and developing tailored wealth management strategies. The position is based in Philadelphia, Pennsylvania.
Previous Experience in Financial Services
Prior to joining UBS, Dakota Greene accumulated diverse experience in the financial services sector. He worked as a Financial Consultant at Equitable Advisors from 2020 to 2021. His earlier roles included a Financial Planning Apprentice at McAdam Financial and a co-op position at Independence Blue Cross, where he gained insights into financial planning and analysis.
Education and Academic Background
Dakota Greene studied at Drexel University, where he earned a Bachelor of Science in Finance from 2015 to 2020. He was part of the LeBow College of Business and participated in the university's co-op program, which provided him with practical experience in finance through various internships.
Professional Licenses and Certifications
Dakota Greene has obtained several professional licenses, including the Series 7 and Series 66 licenses, as well as the Life Accident and Health license. These certifications, earned since 2019, enable him to provide a broader range of financial services and advice to clients.
Athletic Involvement at Drexel University
During his time at Drexel University, Dakota Greene participated in the Varsity Wrestling program from 2015 to 2020. This involvement reflects his commitment to discipline and teamwork, qualities that are valuable in his professional career.