Tom Wagner

Tom Wagner

V.P Wealth Management @ UBS

About Tom Wagner

Tom Wagner serves as the Vice President of Wealth Management at UBS and has held the position since 2013. He also works as a Senior System Engineer at Credit Suisse, a role he has maintained since 2014, both positions based in Zurich, Switzerland.

Work at UBS

Tom Wagner has held the position of Vice President of Wealth Management at UBS since 2013. He has accumulated over 11 years of experience in this role, contributing to the firm's wealth management services in Zurich, Switzerland. His responsibilities include managing client relationships and providing tailored financial strategies to meet clients' investment goals.

Current Role at Credit Suisse

Since 2014, Tom Wagner has worked as a Senior System Engineer at Credit Suisse in Zurich, Switzerland. With a tenure of 10 years, he focuses on the technical aspects of wealth management systems, ensuring the efficiency and effectiveness of the bank's financial technology solutions.

Education and Expertise

Tom Wagner studied at The University of Kansas, where he gained foundational knowledge that supports his career in wealth management and financial services. His educational background complements his extensive professional experience in the finance sector.

Previous Experience at Northern Trust Corporation

Prior to his current roles, Tom Wagner worked at Northern Trust Corporation as a Wealth Strategist from 2007 to 2011. During his four years in Chicago, Illinois, he developed strategies for wealth management, focusing on client needs and financial planning.

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