Daniel Sburlati-Rupp, AAMS

Senior Wealth Strategy Associate at UBS

Stamford, Connecticut, United States

About

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Experience

  • Senior Wealth Strategy Associate at UBS
    Jul 2020 - Present · 6 yrs

    Shore Road Institutional Consulting & Wealth Management [email protected]

  • Practice Business Coordinator at Alex. Brown, a Division of Raymond James
    Feb 2019 - Jul 2020 · 1 yr 6 mos

  • Wells Fargo Advisors (Greenwich, Connecticut)
    • Wealth Management Senior Registered Client Relationship Associate
      Sep 2018 - Feb 2019 · 6 mos

    • Senior Registered Client Associate
      Jul 2017 - Feb 2019 · 1 yr 8 mos

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE.

    • Client Associate
      Apr 2017 - Jul 2017 · 4 mos

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE.

  • Personal Banker 2 at Wells Fargo
    Jan 2016 - Apr 2017 · 1 yr 4 mos

  • Licensed Relationship Banker at J.P. Morgan
    May 2015 - Oct 2015 · 6 mos

    Series 6, Series 63, Life Insurance License