Role and Company

Senior Wealth Strategy Associate , UBS

Expertise

4 years experience in financial services

Location

New Milford, NJ

About Alexander

My name is Alex D'Esposito. I graduated from Monmouth University 4 years ago. After graduation I began in a UBS Rotational Program where I obtained my series 7 and series 66 licenses. I then spent time as an Advisor and stock benefit consultant advising clients who are compensated via restricted stock, options, warrants etc.

After 18 months I joined one of the top teams within UBS Private Wealth Management as an analyst. During which time I began studying for my CFA designation, I have currently passed level I and a candidate for level II. I enjoy my work getting a chance to work with a variety of clients and handling trade execution.

Outside of work I am an avid golfer and snowboarder.