Search

Leslie Shenkler Phones & Addresses

  • 16 Russett Rd, Kendall Park, NJ 08824 (732) 821-0920
  • 15 Stillwell Rd, Kendall Park, NJ 08824 (732) 821-0920
  • Oakland Park, FL
  • Somerville, NJ
  • 15 Stillwell Rd, Kendall Park, NJ 08824

Work

Company: Ubs wealth management Nov 2012 Position: Vice president - wealth management

Education

Degree: Bachelor's degree School / High School: Rutgers, The State University of New Jersey-New Brunswick 1983 to 1988 Specialities: Psychology

Skills

Wealth Management • Retirement Planning • Asset Allocation • Investments • Investment Advisory • Series 63 • Strategic Financial Planning • Mutual Funds • Portfolio Management • Retirement • Alternative Investments • Equities • Fixed Income • Investment Strategies • Securities

Ranks

Certificate: CFP Date: March 2007 Organization: Certified Financial Planner Board of Standards, Inc

Industries

Financial Services

Resumes

Resumes

Leslie Shenkler Photo 1

Vice President - Wealth Management At Ubs

View page
Position:
Vice President - Wealth Management at UBS Wealth Management
Location:
Princeton, New Jersey
Industry:
Financial Services
Work:
UBS Wealth Management since Nov 2012
Vice President - Wealth Management

Merrilll Lynch Jul 2006 - Nov 2012
Wealth Management Advisor

Smith Barney - New Brunswick, NJ Oct 1998 - Jul 2006
Financial Advisor
Education:
Rutgers, The State University of New Jersey-New Brunswick 1983 - 1988
Bachelor's degree, Psychology
Skills:
Wealth Management
Retirement Planning
Asset Allocation
Investments
Investment Advisory
Series 63
Strategic Financial Planning
Mutual Funds
Portfolio Management
Retirement
Alternative Investments
Equities
Fixed Income
Investment Strategies
Securities
Certifications:
CFP, Certified Financial Planner Board of Standards, Inc
Leslie P Shenkler from Kendall Park, NJ, age ~56 Get Report