John Geist, Cima
About John Geist, Cima
John Geist serves as the Senior Vice President of Wealth Management at UBS Wealth Management - Americas, where he has worked since 2009. He has a background in finance from the University of Nebraska-Lincoln and has previously worked as a Financial Advisor at Merrill Lynch for 13 years.
Work at UBS
John Geist serves as the Senior Vice President in Wealth Management at UBS Wealth Management - Americas. He has held this position since 2009, contributing to the firm's operations in Lincoln, Nebraska. His role involves managing client relationships and providing financial advisory services. His extensive experience in wealth management has been instrumental in guiding clients through their financial journeys.
Previous Experience at Merrill Lynch
Prior to his tenure at UBS, John Geist worked at Merrill Lynch as a Financial Advisor for 13 years, from 1996 to 2009. During this time, he developed a strong foundation in financial advising, focusing on investment strategies and client portfolio management. His experience at Merrill Lynch equipped him with the skills necessary to excel in his current role.
Education and Expertise
John Geist earned a Bachelor of Science degree in Finance from the University of Nebraska-Lincoln, where he studied from 1980 to 1985. He also completed a minor in Security Analysis. Additionally, he pursued further education at the University of Pennsylvania's Wharton School, obtaining the Certified Investment Management Analyst Certification in 2004. Since 2004, he has been studying at the Investment Management Consultants Association, enhancing his expertise in investment management.
Community Involvement
John Geist is actively involved in community service, contributing to various local charities. He has held board positions and participated in committees for organizations such as the Foundation for Lincoln Public Schools and Clinic with a Heart. His commitment to giving back reflects his dedication to improving the community and supporting local initiatives.
Personal Interests
In his personal life, John Geist enjoys fly fishing, golfing, and spending time at the lake with family and friends. These activities provide him with a balance to his professional life and allow him to engage in leisure pursuits that he values.