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Daffan Nettle

Daffan Nettle

Corporate Finance - Senior Associate

Followers of Daffan Nettle595 followers
location of Daffan NettleDallas, Texas, United States

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  • Timeline

  • About me

    PWM Financial Advisor Managing Director at UBS Private Wealth Management

  • Education

    • Southern Methodist University

      -
      Bachelor of Arts - BA HISTORY

    • Texas McCombs School of Business

      -
      Master of Business Administration - MBA Finance

    • Texas McCombs School of Business

      -
      Master in Professional Accounting

  • Experience

    • EY

      Jan 1992 - Jan 1994
      Corporate Finance - Senior Associate

    • Main Street Capital

      Jan 1995 - Jan 1996
      Merchant Banker

    • RBC

      Jan 1996 - Jan 2002
      Investment Banker

    • Frost Securities

      Jan 2002 - Jan 2006
      Investment Banker

    • J.P. Morgan

      Jul 2006 - Jul 2021
      Managing Director

    • UBS

      Aug 2021 - now
      Financial Advisor, Managing Director - Private Wealth Management

  • Licenses & Certifications

    • **Registered States** AK, CA, CO, CT, DE, FL, HI, IL, MA, MI, NJ, NM, NV, NY, OH, OK, PA, PR, SD, TN, TX, VA, VI

      FINRA

  • Honors & Awards

    • Awarded to Daffan Nettle
      Barron's 2020 Top 1,000 Advsiors, ranked #3 in Texas - https://www.barrons.com/advisor/report/top-financial-advisors/1000/2020