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Joe L.
Paramus NJ. 07652
UBS Investment Associate | MBA + MS Finance | Series 7 & 66
I am an Investment Associate at UBS with over three years of experience working with complex financial instruments, portfolio analysis, and capital markets. Prior to UBS, I gained investment banking experience at Barclays, one of the world?s leading global financial institutions. My hands-on Wall Street background allows me to bring real-world perspective into every tutoring session, helping students connect classroom concepts to how finance actually works in practice. My academic foundati... Read More >>