Roman Federer

Roman Federer is a Certified Wealth Management Advisor (CWMA) who has been with UBS Switzerland AG since 2023, serving as Vizedirektor and Client Advisor for Wealth Management. They previously held the role of Client Advisor at UBS from 2008 to 2023 and worked with Julius Baer as a Client Advisor in Private Banking from 2004 to 2008. Roman began their career as an Apprentice at Aargauische Kantonalbank from 1995 to 1998 and completed a traineeship with Swiss American Securities Inc. in 2002, passing the SEC Series 7 examination.