Robert Wood, Crpc ®
About Robert Wood, Crpc ®
Robert Wood is a Portfolio Manager and Vice President of Wealth Management at UBS, where he has worked since 1986. He has a background in client services at CDK Global and holds a degree in Business Administration from Northern Kentucky University.
Work at UBS
Robert Wood has served as a Portfolio Manager and Vice President of Wealth Management at UBS since 1986. His tenure at UBS spans 38 years, during which he has developed expertise in managing client portfolios and providing wealth management solutions. Based in Cincinnati, Ohio, he has built a reputation for his comprehensive approach to financial planning and investment strategies.
Previous Experience at CDK Global
Before joining UBS, Robert Wood worked at CDK Global from 1982 to 1986. He held a position in Client Services for four years in Schaumburg, Illinois. This role provided him with foundational experience in client relations and service management, which has contributed to his skills in wealth management.
Education and Expertise
Robert Wood studied at Northern Kentucky University, where he pursued a degree in Business Administration with a focus on Management and Operations. His educational journey spanned from 1982 to 2013, equipping him with essential knowledge and skills applicable to his career in finance and wealth management.
Licenses and Geographical Reach
Robert Wood is licensed to operate in multiple states, including Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Massachusetts, Michigan, Montana, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Virginia, and Washington. This extensive licensing demonstrates his ability to serve a diverse client base across various regions.
Community Involvement
Robert Wood is involved with Redwood and The Dorothy Wood Foundation, indicating his commitment to community service and philanthropic efforts. His participation in these organizations reflects a dedication to making a positive impact beyond his professional responsibilities.