Dylan White - Supervisory Officer at UBS

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Dylan white

Los Angeles, California, United States

+91 xxxx xxxxx

[email protected]

235 followers

Timeline
Jul 2013 - Feb 2015
Bartender
Richard Sandoval Restaurants - Tamayo | Zengo | La Sandia
Mar 2015 - Mar 2016
Customer Support Representative
MB Trading
Mar 2016 - Oct 2017
Registered Representative
BMA Securities, Inc.
Oct 2017 - Nov 2024
Associate Service Manager
Morgan Stanley
Beverly Hills, California
Current Company
Nov 2024 - now
Supervisory Officer
UBS
About me
Supervisory Officer at UBS
Education
- Virginia polytechnic institute and state university
  2009 - 2013
  Bachelor of science finance
  Activities and Societies: Theta Xi Fraternity Related CourseworkFinance Concepts and Skills - TVM,Asset PricingFixed Income Securities: BondvaluationInvestments: Debt-Equity-DerivativesCorporate Finance - Group capital budgeting projectsEquity Securities - Market analysis using excelManaging Risks with Derivatives
Experience
- Richard sandoval restaurants - tamayo | zengo | la sandia
  Jul 2013 - Feb 2015
  Bartender
- Mb trading
  Mar 2015 - Mar 2016
  Customer support representative
- Bma securities, inc.
  Mar 2016 - Oct 2017
  Registered representative
- Morgan stanley
  Oct 2017 - Nov 2024
  - Associate Service Manager
    Apr 2024 - Nov 2024
  - Portfolio Associate
    Aug 2022 - Apr 2024
  - Senior Registered Associate
    Oct 2020 - Aug 2022
  - Registered Associate
    Oct 2017 - Oct 2020
- Ubs
  Nov 2024 - now
  Supervisory officer
Licenses & Certifications
- Bloomberg essentials training program--equity essentials
  Bloomberg lp
  Nov 2012
- Series 7
  Financial industry regulatory authority (finra)
  Oct 2016
- Series 66
  Finra
  Jan 2017
- Series 9
  Finra
  Oct 2023
- Series 10
  Finra
  Dec 2023
- Bloomberg essentials training program--fixed income essentials
  Bloomberg lp
  Nov 2012