Daniel L. is a Senior Executive Director at UBS, specializing in ultra-high-net-worth client relations and wealth management. With over a decade of experience in the financial sector, Daniel has effectively developed tailored investment strategies that prioritize exceptional service and performance. Previously, Daniel served as a Senior Wealth Director at BNY Mellon Wealth Management and held various leadership roles at Deutsche Bank, UBS, and RBC Wealth Management. Daniel holds multiple degrees from Université Paris Dauphine, including an MBA in Finance, and is pursuing ongoing education in securities and banking law.
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