Phil Yohannan

Phil Yohannan is an experienced finance professional currently serving as Executive Director of WAC Sales, Service & Client Experience at UBS since April 2022, after previously holding the role of Director in the same department. Prior to UBS, Phil spent over a decade at Merrill Edge, where key positions included Vice President as Digital Product Owner and Investment Consultant Team Manager, alongside serving as AVP, Financial Solutions Advisor. Earlier in the career, Phil gained retail management experience at AT&T Product Center and AT&T. Phil earned a Bachelor's degree in Finance and Financial Management Services from Florida Atlantic University between 2004 and 2008.