Awma Matthew Weeks
Senior Wealth Planning Analyst at UBS Wealth Management | New York, New York, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Awma Matthew Weeks currently serves as a Senior Wealth Planning Analyst at UBS Wealth Management, where he leverages his extensive expertise in financial planning and investment strategies to deliver tailored solutions for high-net-worth clients. With a strong foundation built through the structured 24-month Wealth Planning Analyst (WPA) Program, Awma has honed his skills in areas such as investment analysis, client relationship management, and comprehensive financial planning. His proficiency in key financial certifications, including Series 7 and Series 63, underscores his commitment to maintaining the highest standards of professionalism and compliance in the wealth management sector.
In his current role, Awma is instrumental in developing and implementing sophisticated wealth management strategies that align with clients' unique financial goals. He collaborates closely with a team of seasoned financial advisors, utilizing advanced tools and methodologies to analyze market trends and investment opportunities. His adeptness with Microsoft Excel and financial modeling allows him to create detailed budgets and forecasts, ensuring that clients are well-informed and positioned for success in their financial journeys.
Awma's commitment to teamwork and public speaking further enhances his ability to communicate complex financial concepts clearly and effectively, fostering strong relationships with clients and colleagues alike. As he continues to navigate the dynamic landscape of wealth management, Awma remains dedicated to empowering clients through informed decision-making and strategic planning, solidifying his role as a trusted advisor at UBS Wealth Management.
Senior Wealth Planning Analyst at UBS Wealth Management in August 2015 to Present
Wealth Advisor - Partner HH Clark Advisors at UBS Wealth Management in July 2017 to Present
Financial Representative at Hudson Financial Group in June 2013 to August 2015
Junior Analyst at Perdiue Securities in January 2013 to May 2013
See more
See less
Series 7
Series 63
Financial Analysis
Sales
CRM
Strategy
Investments
Microsoft Excel
Finance
Budgets
New Business Management
Microsoft Office
Teamwork
Public Speaking
Financial Planning
See more
See less
Discover more about UBS Wealth ManagementWhat is Awma Matthew Weeks email address?
Email Awma Matthew Weeks at [email protected]. This email is the most updated Awma Matthew Weeks email found in 2026.
How to contact Awma Matthew Weeks?
To contact Awma Matthew Weeks send an email to [email protected]. (updated on November 04, 2024)
What company does Awma Matthew Weeks work for?
Awma Matthew Weeks works for UBS Wealth Management
What is Awma Matthew Weeks's role at UBS Wealth Management?
Awma Matthew Weeks is Senior Wealth Planning Analyst
What is Awma Matthew Weeks's Phone Number?
Awma Matthew Weeks's phone (212) ***-*307
What industry does Awma Matthew Weeks work in?
Awma Matthew Weeks works in the Financial Services industry.
Awma Matthew Weeks Email Addresses
Awma Matthew Weeks Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Awma Matthew Weeks
Accenture Digital, Marketing at Accenture
Senior Express Account Underwriter at Builders Mutual
Occupational Therapist at United Therapy Solutions
Licensed Mental Health Counselor at KIPP Texas Public Schools
Executive Director at Ashland County Cancer Association
Executive Assistant at AutoNation
Care Innovation and Transformation Specialist at The Christ Hospital Health Network
Personal Trainer at Gustavus Adolphus College
Founder, Owner at Bare ૐ Yoga
Owner at Ashes' Custom Upholstery
Fulbright Grant Recipient in Indonesia at U.S. Department of State
Shipping Receiving at Western Nevada Supply
Administrative Clerk at Al Warren Oil Company, Inc.
Founder and Owner at Inspired By God, Prayer Coverings
Quality Assurance Analyst at Lyons Companies
Assistant Manager at Bops Frozen Custard
Business Development Manager at Addison Group
Patient Onboarding Process Manager at Bioscrip Pharmacy Services
Pool Manager at City of Denton
Health Systems Manager, Hospital Systems at American Cancer Society
Show more
Show less