Roberto B.
About Roberto B.
Roberto B. is a Director at UBS Wealth Management, with a career spanning over three decades in the financial sector, primarily in Milan, Italy. He has held various leadership positions at notable institutions, including Merrill Lynch and Banca Intesa, and has academic credentials in Economics and Law.
Current Role at UBS Wealth Management
Roberto B. currently serves as a Director at UBS Wealth Management, a position he has held since 2013. He works in the Milan Area, Italy, and has accumulated over 11 years of experience in this role. His responsibilities include advising key clients and managing client relationships to enhance service delivery and client satisfaction.
Previous Experience at Merrill Lynch
Prior to his current role, Roberto B. worked at Merrill Lynch as Vice President from 2008 to 2013. During his five years in this position, he was involved in managing client portfolios and providing financial advice to high-net-worth individuals in the Milan Area, Italy.
Experience at UBS Wealth Management (2006-2008)
Roberto B. previously worked at UBS Wealth Management as a Director - Key Client Advisor from 2006 to 2008. In this role, he focused on developing and maintaining relationships with key clients in the Milan Area, Italy, for a duration of two years.
Background in Banking at Banca Intesa
Roberto B. has extensive experience in the banking sector, having worked at Banca Intesa for 20 years from 1986 to 2006. His roles included Responsabile Mercato Enti Religiosi and Responsabile Segmento Enti Religiosi e Not for profit. He contributed to the development of banking services tailored to religious and non-profit organizations.
Education and Academic Background
Roberto B. holds an MBA in Economics from Pro Deo State University in New York. He also studied at Università Cattolica del Sacro Cuore, where he achieved a degree in Giurisprudenza. His educational background supports his expertise in finance and law, enhancing his capabilities in wealth management.