• UBS

RS

Robert Simon

Senior Vice President-Investments

Robert Simon is a Senior Vice President of Investments at UBS Financial Services Inc., where they emphasize portfolio management and company retirement plans with a focus on principal preservation and income. Prior to this role, they served as Managing Director of Fixed Income at Piper Jaffray and as Senior Vice President of Investments at Union Bank of California, both with an emphasis on cash management and fixed income. Robert holds a Bachelor's Degree in Finance from California State University-Sacramento, earned between 1982 and 1984.

Location

San Francisco, United States

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