Dave Leja
About Dave Leja
Dave Leja is a Wealth Strategy Associate at UBS, where he has worked since 2010. He previously served as a Financial Advisor at Merrill Lynch from 2006 to 2009 and holds a Bachelor's degree in Finance and Economics from Seton Hall University.
Work at UBS
Dave Leja has been employed at UBS since 2010, serving as a Wealth Strategy Associate for 14 years. In this role, he focuses on providing strategic financial advice and wealth management solutions to clients. His extensive experience at UBS allows him to leverage the firm's resources and expertise to assist clients in achieving their financial goals.
Previous Experience at Merrill Lynch
Before joining UBS, Dave Leja worked at Merrill Lynch as a Financial Advisor from 2006 to 2009 for three years. During his tenure, he developed skills in client relationship management and investment strategy, which contributed to his professional growth in the financial services industry.
Education and Expertise
Dave Leja studied at Seton Hall University, where he earned a Bachelor's degree in Finance and Economics from 2004 to 2008. His academic background provides a strong foundation in financial principles, economic theory, and investment strategies, which he applies in his current role.