Anna Barone
Director, Client Advisor - Ubs at Ubs
Based in Montreal, Canada
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Seniority
Director
Department
Other
Location
Montreal
Industry
Financial Services
Company size
118K
Contact information
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a•••••••@ubs.com
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Background
About Anna Barone
Over 20 years of experience in the wealth management industry servicing high net worth individuals. I focus on forming long-term relationships with my clients assisting them to structure, protect and grow their wealth, thus, allowing my clients to achieve their financial goals throughout the different stages of their lives. CIM Designation (Chartered Investment Manager) attained in January 2011. This provided a deeper understanding of portfolio management. Also acquired the knowledge of regulatory, compliance, sales and operational aspects of the business, moreover the requirements needed for creating and maintaining a portfolio management firm. Courses completed at the CSI Institute: Canadian Securities Course (CSC) in July 2009 Investment Management Techniques (IMT) Completed July 2010 Portfolio Management Techniques (PMT) Completed in January 2011 Canadian Practices Handbook (CPH) Completed in March 2013 DFOL Options & Derivatives course: completed April 2022 Currently licensed at l'AMF : Advising Representative - Portfolio Manager Specialties: Wealth Management, advising/servicing clients, business development, research and analysis
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