Robert Long
About Robert Long
Robert Long serves as Senior Vice President at UBS, where he has worked for over two decades. He holds a Certified Financial Planner designation and has extensive experience in international finance, having previously worked at Merrill Lynch for 19 years.
Work at UBS
Robert Long has been employed at UBS as a Senior Vice President since 2000. His role involves providing financial advisory services and wealth management solutions to clients. With over two decades of experience at UBS, he has contributed significantly to the firm's global financial advisory services. His position requires a deep understanding of international finance, which he has developed through his extensive career.
Previous Experience at Merrill Lynch
Before joining UBS, Robert Long worked at Merrill Lynch as a Vice President for 19 years, from 1981 to 2000. During his tenure in New York, he gained valuable experience in financial services, focusing on wealth management and client relations. This role laid the foundation for his later work in international finance.
Education and Expertise
Robert Long studied at the College of Financial Planning from 1985 to 1987, where he gained knowledge in financial services. He also holds a Bachelor of Science degree in Mathematics and Business from Central Michigan University, which he completed between 1971 and 1973. Additionally, he holds the Certified Financial Planner (CFP) designation, indicating his expertise in financial planning and wealth management.
Licenses and Certifications
Robert Long is licensed to provide financial services in multiple states across the United States, including Arizona, Florida, and Texas. His certifications and licenses enable him to offer a range of financial services, enhancing his ability to serve clients effectively in various jurisdictions.
Background in International Finance
Robert Long possesses extensive experience in international finance, having worked in both the United States and Switzerland. His career has provided him with a comprehensive understanding of global financial markets, which is essential for advising clients on wealth management strategies in an interconnected world.