SO

Steve Oaks

Managing Director - Wealth Mangement

Steve Oaks is a Managing Director in Wealth Management at UBS, a position held since 2010. Previously, they served as a Managing Director at BlackRock from 2007 to 2010 and as a Principal at Quellos Group, LLC from 2001 to 2007. Steve earned a JD from Creighton University School of Law in 1989, an MBA from Northwestern University in 2000, and a BSBA in Finance from Creighton University in 1986.

Location

Seattle, United States


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