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Roberto Teofilo

Managing Director at UBS
Miami, Florida, United States

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Work Experience

UBS

Managing Director

Present

HSBC Private Bank

Managing Director, Banker

2019-08-01 - Present

Deutsche Bank

Director, Banker

2018-04-01 - 2019-07-01

J.P. Morgan Private Bank

Director, Banker

2013-03-01 - 2018-03-01

Merrill Lynch Wealth Management

VP, Financial Advisor

2003-03-01 - 2013-03-01

Credit Suisse

Associate, Financial Advisor

2000-08-01 - 2002-12-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German Spanish French English