David R.
About David R.
David R. is a Director at UBS, where he has worked since 2022. He has a background in finance, having held positions at Goldman Sachs, Fidelity Investments, and Charles Schwab.
Current Role at UBS
David R. serves as a Director at UBS, a position he has held since 2022. He operates out of the Chicago, Illinois office. In this role, he is responsible for overseeing various financial services and client management initiatives. His experience in the financial sector contributes to his effectiveness in this leadership position.
Previous Experience at Goldman Sachs
David R. has a notable history with Goldman Sachs, where he worked in two capacities. He was an Associate from 2021 to 2022 in Chicago, Illinois, following a three-year tenure as an Analyst from 2018 to 2021. His roles involved analyzing financial data and supporting investment strategies, enhancing his skills in financial analysis and client relations.
Experience at Fidelity Investments
Prior to his roles at Goldman Sachs, David R. worked as a Financial Representative at Fidelity Investments from 2016 to 2018 in Geneva, Illinois. In this position, he engaged with clients to provide financial advice and support, contributing to their investment decisions and financial planning.
Early Career at Charles Schwab
David R. began his career in the finance industry at Charles Schwab, where he worked as a Financial Services Professional for 11 months in Indianapolis, Indiana, from 2015 to 2016. His responsibilities included assisting clients with their financial needs and offering guidance on investment products.
Education and Academic Background
David R. earned a Bachelor of Arts degree in Business from Calvin University, where he studied from 2010 to 2014. His academic background provided a foundation in business principles, which he has applied throughout his career in the financial services industry.