Jonathan Wheeler
About Jonathan Wheeler
Jonathan Wheeler is a Treasury Analyst at UBS in Zürich, Switzerland, where he has worked since 2019. He holds a Bachelor of Science in Mathematics from The University of Edinburgh and an MBA in Global Management from City University of Seattle.
Work at UBS
Jonathan Wheeler has been employed at UBS since 2014, holding various positions over the years. He currently serves as a Treasury Analyst, a role he has occupied since 2019 in the Zürich Area, Switzerland. Prior to this position, he worked as a Financial Representative Specialist and a Financial Operations Specialist within the same organization. He also held the title of Associate Director in Wealth Management for one year from 2018 to 2019. His extensive experience at UBS spans over five years, contributing to his expertise in financial analysis and treasury operations.
Education and Expertise
Jonathan Wheeler earned a Bachelor of Science (BS) in Mathematics from The University of Edinburgh, where he studied from 2007 to 2011. He furthered his education by obtaining a Master of Business Administration (MBA) in Global Management from City University of Seattle, completing his studies from 2011 to 2013. His academic background provides a strong foundation for his analytical skills and financial acumen, which he applies in his current role at UBS.
Background
Jonathan Wheeler's professional journey includes various roles in different organizations. Before joining UBS, he worked as a Legal Assistant at Maitland for one month in 2011. He also gained experience as a Trainee at Bindella from 2013 to 2014 and completed an internship at Mövenpick Hotels & Resorts in 2012. These early career experiences contributed to his development in the financial sector and prepared him for his subsequent roles at UBS.
Career Progression
Jonathan Wheeler's career has shown a clear progression within the financial services industry. After starting at UBS as a Financial Operations Specialist in 2014, he advanced to the role of Financial Representative Specialist, where he worked for four years. His promotion to Associate Director in Wealth Management in 2018 reflects his growing expertise and responsibilities within the organization. His current position as Treasury Analyst further demonstrates his commitment to the field.