Gregory Achten
Managing Director Financial Advisor at Ubs
Based in Cincinnati, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Cincinnati
Industry
Financial Services
Company size
118K
Contact information
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g•••••••@ubs.com
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Background
About Gregory Achten
Lifetime Wealth Management Professional, Financial Advisor, Portfolio Manager, and Business Leader. As a dedicated member of the Kunkel Wealth Management Group, I am responsible for executing our investment platform for our clients. Our group is focused on helping High Net Worth and Ultra High Net Worth clients plan for and transition to a successful retirement through a rigorous Financial Planning process. Prior experience as Wealth Management Executive includes significant investment and leadership experience running large P & Ls and managing broad geographic areas. Successful Recruiting, Coaching and Training, Strategic Business Planning, Risk Management, and Sales Leadership experience. Responsibility for business growth and execution of corporate are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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