Bob Senna, Vice President-Wealth Management at UBS Financial Services Inc.

Bob Senna

Vice President-Wealth Management at UBS Financial Services Inc. | Walnut Creek, California, United States

Profile last verified July 2026
Financial Services Verified Profile Walnut Creek, California, United States University of Santa Clara
Verified

Work Email

***@ubs.com

Last verified August 2026

Phone Number

(213) ***-*963

United States • Phone

Free account · No credit card · 5 profiles/month

Bob Senna Socials
Bob Senna Work Experience

Vice President-Wealth Management at UBS Financial Services Inc. in November 2008 - Present

Vice President Wealth Management at Merrill Lynch in January 1999 - January 2008

Bob Senna Education

University of Santa Clara, Bachelor of Science in Finance

Bob Senna Skills
Series 7 Series 31 Wealth Management Strategic Financial Planning Financial Analysis Retirement Planning Strategic Planning Financial Planning Risk Management Sales Management Series 63 Securities Investment Advisory Business Analysis Customer Service
Bob Senna’s Colleagues
Mitchell Slater

Mitchell Slater

Westfield, New Jersey, United States

Financial Advisor Media Storyteller Executive Director Digital Communications Manager and UBS Television and Podcast Host

Executive Director/ Manager National Sales Digital Communications at UBS
(May 2010 – Present)

Melody Zhan

Melody Zhan

New York City Metropolitan Area

Executive Director at UBS, Emerging Market Research

Manager at UBS
(February 2005 – Present)

Keith Rydh

Keith Rydh

Jacksonville, Florida, United States

Finance/Insurance/Training Expert

Customer Relationship Associate at National Investment Firm
(March 2024 – Present)

Ben Hanko

Ben Hanko

New York, New York, United States

Managing Director at UBS Investment Bank

Americas Head of Capital Introduction at UBS Investment Bank
(May 2010 – Present)

Daniel Ramer

Daniel Ramer

Maplewood, New Jersey, United States

Senior Vice President Wealth Management UBS Financial Services Inc.

Senior Vice President, Wealth Management at UBS
(July 2013 – Present)

Jaclyn Bellino

Jaclyn Bellino

New York City Metropolitan Area

Director, Athletes & Entertainers Strategic Client Segment at UBS

Project Manager, Athletes & Entertainers Strategic Client Segment at UBS
(September 2022 – Present)

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Frequently asked questions about Bob Senna

What industry does Bob Senna work in?

Bob Senna works in the Financial Services industry.

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