Jeff Sarkin
About Jeff Sarkin
Jeff Sarkin serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc., where he has worked for over a decade. He possesses extensive regulatory compliance expertise and is based in the Miami-Fort Lauderdale area, catering to an affluent clientele.
Work at UBS
Jeff Sarkin has served as Senior Vice President in Wealth Management at UBS Financial Services Inc. since 2011. His tenure of over a decade at UBS reflects a strong commitment to the firm and its clients. In this role, he focuses on providing comprehensive wealth management solutions, leveraging his extensive experience in the financial services industry.
Previous Experience at Oppenheimer & Co.
Before joining UBS, Jeff Sarkin worked as Senior Vice President at Oppenheimer & Co. Inc. from 2004 to 2011. His seven years at Oppenheimer contributed to his expertise in wealth management and client relations, enhancing his skills in managing diverse financial portfolios.
Education and Expertise
Jeff Sarkin earned a Bachelor of Business Administration (BBA) from Pace University, attending from 1973 to 1975. His educational background provides a foundation for his work in wealth management, equipping him with essential knowledge in finance and business principles.
Licenses and Regulatory Compliance
Jeff Sarkin is licensed to operate in multiple states, including California, New York, and Florida. This broad licensing indicates his expertise in regulatory compliance and his ability to serve clients across various jurisdictions, which is crucial in the wealth management sector.
Location and Market Focus
Based in the Miami-Fort Lauderdale area, Jeff Sarkin focuses on wealth management in a region known for its affluent clientele. This strategic location allows him to cater to high-net-worth individuals and families, providing tailored financial solutions to meet their unique needs.